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[@nobilefunds](/creator/twitter/nobilefunds)
"Portfolio breakdown: $GOOG $BN $PRX.AS $WSM $STLAM.MI $EXO.AS $BAC $OTCM $PAH3.DE $BABA $BRKB"  
[X Link](https://x.com/nobilefunds/status/1697909725508092373) [@nobilefunds](/creator/x/nobilefunds) 2023-09-02T09:49Z XXX followers, 7255 engagements


"$EXO.AS is now trading at XX% discount to its net asset value even adjusting Ferrari holding to a more reasonable multiple net asset value discount is by my estimation around 35%. The good news is nobody is interested well I am and I will let John Elkann compound my money"  
[X Link](https://x.com/nobilefunds/status/1785232543358287916) [@nobilefunds](/creator/x/nobilefunds) 2024-04-30T08:59Z XXX followers, XXX engagements


"Portfolio breakdown as of July 2025. Increased positions in BRK EXO ABNB UBER. $BN $BRK.B $EXO.AS $ABG $PHM $ABNB $PRX $UBER $GOOG $HCC $TOL $AMR"  
[X Link](https://x.com/nobilefunds/status/1941814382607962217) [@nobilefunds](/creator/x/nobilefunds) 2025-07-06T11:00Z XXX followers, 2312 engagements


"Portfolio as of Aug 2025: $BN (position up 53%) $BRK.B (0%) $EXO.AS (-1%) $ABG (-4%) $PHM (+2%) $GOOG (+123%) $ABNB (-12%) $PRX (+96%) $UBER (+16%) $HCC (+2%) $TOL (-16%) $AMR (-36%) CAGR since inception in 2022: +15% - Thinking about starting a position in $LVMH"  
[X Link](https://x.com/nobilefunds/status/1954626149033898471) [@nobilefunds](/creator/x/nobilefunds) 2025-08-10T19:29Z XXX followers, 1046 engagements


"Portfolio update showing best to last performer CAGR since inception +16% $GOOG $PRX $BN $UBER $MC $HCC $ABG $PHM $BRK $EXO $ABNB $TOL $AMR #contrarianinvesting"  
[X Link](https://x.com/nobilefunds/status/1976002840133767239) [@nobilefunds](/creator/x/nobilefunds) 2025-10-08T19:12Z XXX followers, XXX engagements