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[@NStepmum](/creator/twitter/NStepmum)
"$VALE and $PBR leaps are actually obscenely cheap that is ofcourse because you are missing out on the dividends. But damn these look tasty"  
[X Link](https://x.com/NStepmum/status/1979882736094790140) [@NStepmum](/creator/x/NStepmum) 2025-10-19T12:10Z XXX followers, XXX engagements


"@evfcfaddict Thats interesting. I also find it hard to have a look into their capital allocatian with all these small acquisitions. You have any idea what multiple they pay for these acquisitions Dont know how shareholder friendly these stocks really are"  
[X Link](https://x.com/NStepmum/status/1961783509132980557) [@NStepmum](/creator/x/NStepmum) 2025-08-30T13:30Z XXX followers, XXX engagements


"Reminder: $SOC is a wallstreetbets stock and has 30+% short interest. Cant wait for the monday open already"  
[X Link](https://x.com/NStepmum/status/1979502220312760695) [@NStepmum](/creator/x/NStepmum) 2025-10-18T10:58Z XXX followers, 4652 engagements


"The long $VEON short $KYIV equity stub trades at 2-3x FCF. Equity value about $650M and fcf $250-275M while guiding 15+% ebitda growth. The stub has telco and digital bizz in central asian countries where populations still grow and not everyone has a phone yet 🤭"  
[X Link](https://x.com/NStepmum/status/1979647988759986660) [@NStepmum](/creator/x/NStepmum) 2025-10-18T20:37Z XXX followers, XXX engagements


"@pjhpompanobeach Found this somewhere on this site"  
[X Link](https://x.com/NStepmum/status/1979653466974036028) [@NStepmum](/creator/x/NStepmum) 2025-10-18T20:59Z XXX followers, 2761 engagements


"Odet / Bollor ratio approaching the magic XXX mark👀 Time to pick up some $BOL.PA $ODET.PA"  
[X Link](https://x.com/NStepmum/status/1968685315515613629) [@NStepmum](/creator/x/NStepmum) 2025-09-18T14:35Z XXX followers, XXX engagements


"Looking into $TALK. Whats the reason the stock hasnt work over the last year Decline in gross margin due to different product mix Looks like a multibagger in a few years"  
[X Link](https://x.com/NStepmum/status/1981070952420331838) [@NStepmum](/creator/x/NStepmum) 2025-10-22T18:51Z XXX followers, XXX engagements


"Ironic that talkspace $TALK an online mental health company is almost the only stock during a sell off in my XX stock watchlist"  
[X Link](https://x.com/NStepmum/status/1976788146177425658) [@NStepmum](/creator/x/NStepmum) 2025-10-10T23:13Z XXX followers, XXX engagements


"Buffett is buying chemicals China is adressing overcapacity and Trump is tarriffing them XXX% everybody forgot they once used to print money and guess what Well need more polymers XX years from now than we do today Might it be the time to load up on $DOW $LYB $CE etc"  
[X Link](https://x.com/NStepmum/status/1976791004171960352) [@NStepmum](/creator/x/NStepmum) 2025-10-10T23:24Z XXX followers, 1014 engagements


"Oil equities are almost a consensus long here on fintwit. Sentiment on chemicals is way darker (no position yet) $DOW $LYB $HUN $CE"  
[X Link](https://x.com/NStepmum/status/1978542004758782209) [@NStepmum](/creator/x/NStepmum) 2025-10-15T19:22Z XXX followers, XXX engagements


"@ArrakisGlobal NA Natgas also looking interesting. Prices might go structurally higher with 1) data center demand 2) LNG exports (replace RU gas in EU and LNG Asia) 3) If Shale/ Permian production were indeed to decline associated gas production from fracking will decrease constraining supply"  
[X Link](https://x.com/NStepmum/status/1979783181797900632) [@NStepmum](/creator/x/NStepmum) 2025-10-19T05:34Z XXX followers, XXX engagements


"@ArrakisGlobal Oh nvm didnt know that $EQT $CTRA were gas tickers"  
[X Link](https://x.com/NStepmum/status/1979787721284731194) [@NStepmum](/creator/x/NStepmum) 2025-10-19T05:52Z XXX followers, XXX engagements


"@LuigiTapioca Indeed and the rest in shipping and off shore drilling 😂. I mean my position sizing is degenerate but I dont run 500M"  
[X Link](https://x.com/NStepmum/status/1980319812615303631) [@NStepmum](/creator/x/NStepmum) 2025-10-20T17:06Z XXX followers, XXX engagements


"Got offshore exploration $RIG $VAL $SPM.MI etc"  
[X Link](https://x.com/NStepmum/status/1977705815403270361) [@NStepmum](/creator/x/NStepmum) 2025-10-13T11:59Z XXX followers, 1147 engagements


"If this really is the start of a bull market in crude $RIG management is going to look really smart with the equity raise. It allows them to refi neartime maturities without having to rent out their fleet at low 400k rates. Theres some optionality in their GOM idle 2026+ fleet"  
[X Link](https://x.com/NStepmum/status/1981273169693425909) [@NStepmum](/creator/x/NStepmum) 2025-10-23T08:15Z XXX followers, 2278 engagements