[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.]

[@FirstHillcap](/creator/twitter/FirstHillcap)
"I don't think investing in a net-net manufacturing company will go well especially for commodity products. The issue is competition; the only barrier to entry is the required capital expenditure. Over time the business's earning power may decline before the stock can re-rate. That's why I choose the high-quality businesses where time is on your side not against it"  
![@FirstHillcap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1544835698557059072.png) [@FirstHillcap](/creator/x/FirstHillcap) on [X](/post/tweet/1946688763700331006) 2025-07-19 21:49:03 UTC XXX followers, XXX engagements


"@longwalkcapital Yea very good businesses. $SHVA should look better over the next few quarters"  
![@FirstHillcap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1544835698557059072.png) [@FirstHillcap](/creator/x/FirstHillcap) on [X](/post/tweet/1944455682650186029) 2025-07-13 17:55:35 UTC XXX followers, XX engagements


"I have a write up on a deep value Japanese company The market cap is 531m USD they have 520m of cash and they own 800m in marketable securities. Yes those numbers are right AND they return cash to shareholders Link in the bio"  
![@FirstHillcap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1544835698557059072.png) [@FirstHillcap](/creator/x/FirstHillcap) on [X](/post/tweet/1946694724422639982) 2025-07-19 22:12:44 UTC XXX followers, 5028 engagements


"Sold out of Baycurrent Consulting. It is a great company and I think it will still do well going forward. If it actually does continue to grow at XX% per year then the XX PE will eventually look cheap. Lets see if this is a mistake"  
![@FirstHillcap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1544835698557059072.png) [@FirstHillcap](/creator/x/FirstHillcap) on [X](/post/tweet/1940819458878328839) 2025-07-03 17:06:32 UTC XXX followers, XXX engagements


"Q2 Updates to profiled companies: Warsaw Stock exchange $GPW Automatic Bank Services $SHVA BayCurrent $6532 RS Technologies $3445 and Zengame $2660 Here are the companies Ive written about with performance and updates since the initial write-up: Warsaw Stock Exchange $GPW Write-up date: Jan XX 2025 Warsaw Stock exchange has been performing particularly well since I first wrote it up on 1/18/2025. The company released its Q1 numbers and turnover reached record highs. For most of GPWs earnings turnover is the main driver of performance as opposed to other major exchanges where an increasing"  
![@FirstHillcap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1544835698557059072.png) [@FirstHillcap](/creator/x/FirstHillcap) on [X](/post/tweet/1929239690764321108) 2025-06-01 18:12:40 UTC XXX followers, 2846 engagements


"Today Im highlighting Gielda Papierw Wartosciowych the operator of the Warsaw Stock Exchangea small overlooked company with steady returns and potential for outsized returns with good execution and possible acquisition. Foreign Public Stock exchanges - Local Monopolies My interest in small foreign stock exchanges began with my investment in the Tel Aviv Stock Exchange (TASE) in January of this year. That idea stemmed from a 2023 post on VIC and since then TASEs stock has climbed XXX% from my purchase price making it one of the top performers in my portfolio. This prompted some research into"  
![@FirstHillcap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1544835698557059072.png) [@FirstHillcap](/creator/x/FirstHillcap) on [X](/post/tweet/1946698945339506728) 2025-07-19 22:29:31 UTC XXX followers, 1782 engagements


"Really missed out on this one $ACP. Lesson Learned"  
![@FirstHillcap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1544835698557059072.png) [@FirstHillcap](/creator/x/FirstHillcap) on [X](/post/tweet/1942342709160861766) 2025-07-07 21:59:23 UTC XXX followers, XXX engagements