[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) "Insane growth in Poland I typically dont like investing in EU but bullish for Polish stocks $GPW"  [@FirstHillcap](/creator/x/FirstHillcap) on [X](/post/tweet/1944945686811980213) 2025-07-15 02:22:41 UTC XXX followers, XXX engagements "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](/creator/x/FirstHillcap) on [X](/post/tweet/1946688763700331006) 2025-07-19 21:49:03 UTC XXX followers, XXX engagements "Under Japanese accounting the equity method values the stake at cost + share of profits not market value. The gains stay unrealized on the balance sheet so it doesn't screen well"  [@FirstHillcap](/creator/x/FirstHillcap) on [X](/post/tweet/1946932272537493624) 2025-07-20 13:56:40 UTC XXX followers, XXX engagements "@longwalkcapital Yea very good businesses. $SHVA should look better over the next few quarters"  [@FirstHillcap](/creator/x/FirstHillcap) on [X](/post/tweet/1944455682650186029) 2025-07-13 17:55:35 UTC XXX followers, XX engagements "Another good quarter out from Baycurrent Consulting ($6532) resulting in a XX% jump in the stock. However there are some problems with this one: The cash is piling up and there is no plan to return capital except XX% of earnings and a statement that company will make additional special repurchases based on the financial position and stock price. The growth story hasnt really changed at all the company is just achieving the growth targets it set (+20%) The Utilization rate dropped to XX% which is a concern because one of the main criticisms with the Baycurrent model is they are hiring too many"  [@FirstHillcap](/creator/x/FirstHillcap) on [X](/post/tweet/1879710390918971633) 2025-01-16 02:00:55 UTC XXX followers, XXX engagements "Weekly Update to the covered stocks 7/12/25: RS Technologies $3445 🟢+ XX% Warsaw Stock Exchange $GPW 🟢+ XX% Automatic Bank Services $SHVA 🟢 +27% Zengame $2660 🔴 -18%"  [@FirstHillcap](/creator/x/FirstHillcap) on [X](/post/tweet/1944123438479589452) 2025-07-12 19:55:22 UTC XXX followers, XXX 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](/creator/x/FirstHillcap) on [X](/post/tweet/1946694724422639982) 2025-07-19 22:12:44 UTC XXX followers, 4640 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](/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](/creator/x/FirstHillcap) on [X](/post/tweet/1929239690764321108) 2025-06-01 18:12:40 UTC XXX followers, 2835 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](/creator/x/FirstHillcap) on [X](/post/tweet/1946698945339506728) 2025-07-19 22:29:31 UTC XXX followers, 1782 engagements "@81Ninjau No not yet but the name has come up before. Anything interesting"  [@FirstHillcap](/creator/x/FirstHillcap) on [X](/post/tweet/1946721998924550337) 2025-07-20 00:01:07 UTC XXX followers, XXX engagements "Good performance this half but I also think judging by the YTD is pointless better to look at the 1-3 yr perf and judge off of that Big winners have been $2660 $TASE & $3445 Write ups on forbidden platform for free with performance since write up"  [@FirstHillcap](/creator/x/FirstHillcap) on [X](/post/tweet/1939838380402983094) 2025-07-01 00:08:04 UTC XXX followers, 1354 engagements "The best-performing stocks this year arent in the U.S. Theyre in Poland And the Warsaw stock exchange just posted its highest monthly trading volume in the past XX years Bullish. $GPW"  [@FirstHillcap](/creator/x/FirstHillcap) on [X](/post/tweet/1944385656244908064) 2025-07-13 13:17:20 UTC XXX followers, XXX engagements "Why BayCurrent $6532 is a Great Compounder (Japanese) (Small-Cap) (Quality) Here is a write up on one of my newer high conviction ideas. Please tell me how it can fail. The name is BayCurrent ($6532.T). They are a consulting firm that offers Business Strategy Digital Transformation IT Consulting Operations Improvement HR and Organizational Consulting. A good example of the services they provide can be found here: The company has grown operating earnings at a CAGR of XX% since 2020. I believe this growth is from the DX transformation segment which has seen increased demand. This means digital"  [@FirstHillcap](/creator/x/FirstHillcap) on [X](/post/tweet/1795082931834163330) 2024-05-27 13:21:36 UTC XXX followers, XXX engagements "Does anyone care about takes on mega caps that I hold like $ASML $GOOG and $META Or we just care about the small cap My opinion is that great value can be found at either the smallest and most mispriced or the largest and most advantaged"  [@FirstHillcap](/creator/x/FirstHillcap) on [X](/post/tweet/1946922616758948178) 2025-07-20 13:18:18 UTC 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.]
@FirstHillcap
"Insane growth in Poland I typically dont like investing in EU but bullish for Polish stocks $GPW"
@FirstHillcap on X 2025-07-15 02:22:41 UTC XXX followers, XXX engagements
"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 on X 2025-07-19 21:49:03 UTC XXX followers, XXX engagements
"Under Japanese accounting the equity method values the stake at cost + share of profits not market value. The gains stay unrealized on the balance sheet so it doesn't screen well" @FirstHillcap on X 2025-07-20 13:56:40 UTC XXX followers, XXX engagements
"@longwalkcapital Yea very good businesses. $SHVA should look better over the next few quarters" @FirstHillcap on X 2025-07-13 17:55:35 UTC XXX followers, XX engagements
"Another good quarter out from Baycurrent Consulting ($6532) resulting in a XX% jump in the stock. However there are some problems with this one: The cash is piling up and there is no plan to return capital except XX% of earnings and a statement that company will make additional special repurchases based on the financial position and stock price. The growth story hasnt really changed at all the company is just achieving the growth targets it set (+20%) The Utilization rate dropped to XX% which is a concern because one of the main criticisms with the Baycurrent model is they are hiring too many" @FirstHillcap on X 2025-01-16 02:00:55 UTC XXX followers, XXX engagements
"Weekly Update to the covered stocks 7/12/25: RS Technologies $3445 🟢+ XX% Warsaw Stock Exchange $GPW 🟢+ XX% Automatic Bank Services $SHVA 🟢 +27% Zengame $2660 🔴 -18%" @FirstHillcap on X 2025-07-12 19:55:22 UTC XXX followers, XXX 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 on X 2025-07-19 22:12:44 UTC XXX followers, 4640 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 on X 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 on X 2025-06-01 18:12:40 UTC XXX followers, 2835 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 on X 2025-07-19 22:29:31 UTC XXX followers, 1782 engagements
"@81Ninjau No not yet but the name has come up before. Anything interesting" @FirstHillcap on X 2025-07-20 00:01:07 UTC XXX followers, XXX engagements
"Good performance this half but I also think judging by the YTD is pointless better to look at the 1-3 yr perf and judge off of that Big winners have been $2660 $TASE & $3445 Write ups on forbidden platform for free with performance since write up" @FirstHillcap on X 2025-07-01 00:08:04 UTC XXX followers, 1354 engagements
"The best-performing stocks this year arent in the U.S. Theyre in Poland And the Warsaw stock exchange just posted its highest monthly trading volume in the past XX years Bullish. $GPW" @FirstHillcap on X 2025-07-13 13:17:20 UTC XXX followers, XXX engagements
"Why BayCurrent $6532 is a Great Compounder (Japanese) (Small-Cap) (Quality) Here is a write up on one of my newer high conviction ideas. Please tell me how it can fail. The name is BayCurrent ($6532.T). They are a consulting firm that offers Business Strategy Digital Transformation IT Consulting Operations Improvement HR and Organizational Consulting. A good example of the services they provide can be found here: The company has grown operating earnings at a CAGR of XX% since 2020. I believe this growth is from the DX transformation segment which has seen increased demand. This means digital" @FirstHillcap on X 2024-05-27 13:21:36 UTC XXX followers, XXX engagements
"Does anyone care about takes on mega caps that I hold like $ASML $GOOG and $META Or we just care about the small cap My opinion is that great value can be found at either the smallest and most mispriced or the largest and most advantaged" @FirstHillcap on X 2025-07-20 13:18:18 UTC XXX followers, XXX engagements