LunarCrush LLM | creator/twitter::1398388264273334277/posts

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[@ValueInversor](/creator/twitter/ValueInversor)
"Business Review October 2025 Its been a few unusual days. Normally there isnt so much action in such a short period but its been pure coincidence: the recent drop in $CSU and the discovery of $ILYDA.AT made it happen. The market has allowed me to plant new seeds at very reasonable prices for the quality of these businesses. At the same time Ive been watering smaller positions like $AMZN increasing their weight as valuation remains attractive. This gives the portfolio more flexibility and optionality. New positions and additions X. $CSU one of the best capital allocators in the world. A"
[X Link](https://x.com/ValueInversor/status/1976628784938770496) [@ValueInversor](/creator/x/ValueInversor) 2025-10-10T12:40Z XXX followers, XXX engagements

"Yesterdays results from $LVMH might mark an inflection point. These soft periods happen every now and then and if your time horizon is long enough theyre just part of the journey. After this quarter Im close to having all holdings in the green since purchase. Quality and patience always pay off. $META $TSLA $HIMS $BTC $AMZN $CSU $ILYDA.T $LVMH"
[X Link](https://x.com/ValueInversor/status/1978433637293887579) [@ValueInversor](/creator/x/ValueInversor) 2025-10-15T12:11Z XXX followers, XXX engagements

"Today I add $CSU to my holdings. Constellation Software is one of the best-run companies in the world. In a sector thats hard to disrupt. The market knows it. Thats why it usually trades at a premium. The chance comes when panic hits. A 70-year-old CEO stepping down doesnt change that. The transition must have been prepared long ago. My knowledge of the company is still limited. But now with some ownership Ill follow it more closely. Culture track record and the sector all suggest it will keep working well"
[X Link](https://x.com/ValueInversor/status/1973018930613542953) [@ValueInversor](/creator/x/ValueInversor) 2025-09-30T13:35Z XXX followers, 1290 engagements

"Yesterday my portfolio fell almost 3%. Why $TSLA reported 497k deliveries vs 450k expected yet the stock fell X% in two days. The market fears the end of EV tax credits margin pressure from inventory clearance and a slowdown in demand once subsidies expire. $META keeps sliding. Investors dont like the $600B AI investment and Marks ambition. Same short-term thinking as always. $HIMS dropped close to XX% after Novo Nordisk announced plans to launch Oral Wegovy via telehealth platforms like RO WeightWatchers and its own DTC site Novocare. The market sees it as a direct threat to telehealth"
[X Link](https://x.com/ValueInversor/status/1974453400197599500) [@ValueInversor](/creator/x/ValueInversor) 2025-10-04T12:35Z XXX 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.]

@ValueInversor "Business Review October 2025 Its been a few unusual days. Normally there isnt so much action in such a short period but its been pure coincidence: the recent drop in $CSU and the discovery of $ILYDA.AT made it happen. The market has allowed me to plant new seeds at very reasonable prices for the quality of these businesses. At the same time Ive been watering smaller positions like $AMZN increasing their weight as valuation remains attractive. This gives the portfolio more flexibility and optionality. New positions and additions X. $CSU one of the best capital allocators in the world. A"
X Link @ValueInversor 2025-10-10T12:40Z XXX followers, XXX engagements

"Yesterdays results from $LVMH might mark an inflection point. These soft periods happen every now and then and if your time horizon is long enough theyre just part of the journey. After this quarter Im close to having all holdings in the green since purchase. Quality and patience always pay off. $META $TSLA $HIMS $BTC $AMZN $CSU $ILYDA.T $LVMH"
X Link @ValueInversor 2025-10-15T12:11Z XXX followers, XXX engagements

"Today I add $CSU to my holdings. Constellation Software is one of the best-run companies in the world. In a sector thats hard to disrupt. The market knows it. Thats why it usually trades at a premium. The chance comes when panic hits. A 70-year-old CEO stepping down doesnt change that. The transition must have been prepared long ago. My knowledge of the company is still limited. But now with some ownership Ill follow it more closely. Culture track record and the sector all suggest it will keep working well"
X Link @ValueInversor 2025-09-30T13:35Z XXX followers, 1290 engagements

"Yesterday my portfolio fell almost 3%. Why $TSLA reported 497k deliveries vs 450k expected yet the stock fell X% in two days. The market fears the end of EV tax credits margin pressure from inventory clearance and a slowdown in demand once subsidies expire. $META keeps sliding. Investors dont like the $600B AI investment and Marks ambition. Same short-term thinking as always. $HIMS dropped close to XX% after Novo Nordisk announced plans to launch Oral Wegovy via telehealth platforms like RO WeightWatchers and its own DTC site Novocare. The market sees it as a direct threat to telehealth"
X Link @ValueInversor 2025-10-04T12:35Z XXX followers, XXX engagements