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[@HiddenValueGems](/creator/twitter/HiddenValueGems)
"Today is the Luxury Goods Day as I have put together recent data points published in various media to assess the current state of the sector. 🧵👇🏼 $MC.PA $LVMHF $KER.PA $CFR.SW $WOSG.L $CDI.PA $RMS.PA $BRBY.L $UHR.SW 1/"  
[X Link](https://x.com/HiddenValueGems/status/1734485736626192548) [@HiddenValueGems](/creator/x/HiddenValueGems) 2023-12-12T08:09Z 20.3K followers, 22.6K engagements


"I think it is approaching an interesting level. #Kering $KER.PA"  
[X Link](https://x.com/HiddenValueGems/status/1816378679653519371) [@HiddenValueGems](/creator/x/HiddenValueGems) 2024-07-25T07:43Z 20.3K followers, 5032 engagements


"Potentially another takeover of a UK-listed company $RMV.L Australias largest property listings company REA Group majority owned by Rupert Murdochs News Corp is considering a cash and shares offer for its 4.4bn-valued UK peer Rightmove as it aims to become the largest online real estate business across both markets"  
[X Link](https://x.com/HiddenValueGems/status/1830483504674570676) [@HiddenValueGems](/creator/x/HiddenValueGems) 2024-09-02T05:50Z 20.3K followers, 11.7K engagements


"FTSE350 is offering XXX% cash return (169B on 2.5T mkt cap) made up of 90B divs (ytd) 39B buyback and 38B takeover bids. $HIK.L $DCC.L and $BATS.L stand out: solid dividend growth over the past XX years and lagging share prices"  
[X Link](https://x.com/HiddenValueGems/status/1831582854502896095) [@HiddenValueGems](/creator/x/HiddenValueGems) 2024-09-05T06:39Z 20.3K followers, 4862 engagements


"Here is the full letter by Horizon Kinetics good read 👇"  
[X Link](https://x.com/HiddenValueGems/status/1887065492155740429) [@HiddenValueGems](/creator/x/HiddenValueGems) 2025-02-05T09:07Z 20.3K followers, 3318 engagements


"1 🚨 Rko AB: A New Serial Acquirer 🚨 1/ Rko just went public in Sweden. Led by an ex-Lifco CEO it targets niche European businesses with a long-term ownership model. Could it be the next Lifco - or even a mini-Berkshire Lets dive in. 🧵👇 1/6"  
[X Link](https://x.com/HiddenValueGems/status/1904062880389194184) [@HiddenValueGems](/creator/x/HiddenValueGems) 2025-03-24T06:49Z 20.3K followers, 26.1K engagements


"Great write-up on $WISE.L by @granaresearch . Founder-led business with a unique business model and strong competitive advantages. Lots of Nick Sleeps favourite business characteristics there. Worth a read 👇🏼"  
[X Link](https://x.com/HiddenValueGems/status/1948633813690519935) [@HiddenValueGems](/creator/x/HiddenValueGems) 2025-07-25T06:37Z 20.3K followers, 3218 engagements


"The link to the latest post on $WISE.L"  
[X Link](https://x.com/HiddenValueGems/status/1952279256291230205) [@HiddenValueGems](/creator/x/HiddenValueGems) 2025-08-04T08:03Z 20.3K followers, 1755 engagements


"An interesting stock idea $LB by @HorizonKinetics Land Bridge is a large land owner in Texas (similar to $TPL). At $5.9bn mkt cap you pay c. $21000 per acre. Each acre could theoretically generate over $40000 of annual revenue. A good starting point for doing more research on this name"  
[X Link](https://x.com/HiddenValueGems/status/1887065229692899447) [@HiddenValueGems](/creator/x/HiddenValueGems) 2025-02-05T09:06Z 20.3K followers, 37.4K engagements


"A UK-based HF (Gladsone Capital) is long $RACE and short Porche $P911.DE with the idea that EVs will disrupt luxury cars but Ferrari is more of a membership club. The difference being Ferrari makes 14000 cars. There's a club there's a waiting list. To get one of the special Ferraris you need to be a repeat buyer. It's more of a club membership and it truly offers status. From Behind the Balance Sheet: #45 The Chess Master XX Mar 2025 👇"  
[X Link](https://x.com/HiddenValueGems/status/1903506795563209068) [@HiddenValueGems](/creator/x/HiddenValueGems) 2025-03-22T17:59Z 20.3K followers, 20.8K engagements


"Luxury shops are mostly empty five assistants in an empty Gucci shop. This is Terminal X (Heathrow). $KER.PA $WOSG.L $BRBY.L"  
[X Link](https://x.com/HiddenValueGems/status/1907365186698141770) [@HiddenValueGems](/creator/x/HiddenValueGems) 2025-04-02T09:31Z 20.3K followers, 15.2K engagements


"Happy to share a guest post on $WISE.L with my subscribers. A founder-led business with a strong competitive advantage in the form of a proprietary payment network using direct connections to local payment systems in numerous countries. All the credit goes to the author 👉🏼 @granaresearch A recently launched substack by a friend of mine worth subscribing to"  
[X Link](https://x.com/HiddenValueGems/status/1952279143204200673) [@HiddenValueGems](/creator/x/HiddenValueGems) 2025-08-04T08:03Z 20.3K followers, 3269 engagements


"In case you are doing due diligence on Roko AB a serial acquirer co-founded by Fredrik Karlsson a former CEO of Lifco. Here is a free interview with InPractice (2023). #ROKO $ROKO-B.ST"  
[X Link](https://x.com/HiddenValueGems/status/1901547765101998315) [@HiddenValueGems](/creator/x/HiddenValueGems) 2025-03-17T08:14Z 20.3K followers, 6616 engagements


"Gabelli YouTube channel is a pretty good source of ideas worth checking it out occasionally. Three ideas I picked up there: X Dreams Intl ($1126.HK) ✅Strong balance sheet - Net cash of HK$1.3B ✅1.6x EBITDA ('24e) and around 4x P/E ✅40% div payout current yield is XX% ✅The chairman and family own about XX% of the company 1/4"  
[X Link](https://x.com/HiddenValueGems/status/1799025501861802195) [@HiddenValueGems](/creator/x/HiddenValueGems) 2024-06-07T10:27Z 20.3K followers, 72K engagements


"Anyone saw a good summary on Fiserv after the recent drop I know more names will be on sale shortly but thinking longer term - could be an interesting opportunity. Curious why the share price dropped so much recently is it worth looking at them now 🤔 $FI"  
[X Link](https://x.com/HiddenValueGems/status/1977407771189645433) [@HiddenValueGems](/creator/x/HiddenValueGems) 2025-10-12T16:15Z 20.3K followers, 7233 engagements


"Have been researching $TEP.PA for a few days (5x EV/EBITDA 7x PE down XX% from 2022 peak). Came across this slide with interesting data points on CAC and churn rate by sector (not directly related to TEP - just thought it was worth sharing)"  
[X Link](https://x.com/HiddenValueGems/status/1794363103121232160) [@HiddenValueGems](/creator/x/HiddenValueGems) 2024-05-25T13:41Z 20.3K followers, 14.5K engagements


"Looks like Vltava fund and Vulcan purchased $FI in Q3. Here are their rationales"  
[X Link](https://x.com/HiddenValueGems/status/1978371905099849911) [@HiddenValueGems](/creator/x/HiddenValueGems) 2025-10-15T08:06Z 20.3K followers, 4939 engagements