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[@mauerstrasse](/creator/twitter/mauerstrasse)
"In my valuation model $LMND is currently the clear leader followed by $PYPL. Interestingly a German tech company $HFG comes in third. Ill place another HelloFresh order next week and hopefully get a better feel for the product and the actual value they deliver"  
[X Link](https://x.com/mauerstrasse/status/1979170541996314914) [@mauerstrasse](/creator/x/mauerstrasse) 2025-10-17T13:00Z XXX followers, XXX engagements


"Ive always said I dont want to hold more than five stocks because I prefer staying concentrated and putting capital only into my highest conviction ideas. At the moment Im only in three: $LMND $PYPL and $HIMS. If I needed to fill the remaining two slots today $PATH and $HFG would be the strongest candidates. Both companies are becoming more interesting the deeper I look"  
[X Link](https://x.com/mauerstrasse/status/1979194951897354700) [@mauerstrasse](/creator/x/mauerstrasse) 2025-10-17T14:37Z XXX followers, XXX engagements