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[@Reignots](/creator/twitter/Reignots)
"@AKWilk Someone once started the pitch with since the dawn of man he has dreamt of conquering the skies for $BA. The stock then promptly moved from $XXX to $XXX and he is no longer at the firm"  
![@Reignots Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1695520805218611201.png) [@Reignots](/creator/x/Reignots) on [X](/post/tweet/1946309434294124795) 2025-07-18 20:41:44 UTC XXX followers, XXX engagements


"$BOIVF $BOL.PA $ODET.PA casual 3.3M buyback last week amid the mayhem - biggest I can recall in recent memory XXX% of float"  
![@Reignots Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1695520805218611201.png) [@Reignots](/creator/x/Reignots) on [X](/post/tweet/1911816067086717350) 2025-04-14 16:17:24 UTC XXX followers, XXX engagements


"So when does Bloomberg update to reflect the 555MM EUR net cash on MyTheresa's balance sheet $MYTE $CFR.SW 🤷♂"  
![@Reignots Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1695520805218611201.png) [@Reignots](/creator/x/Reignots) on [X](/post/tweet/1910743078127681648) 2025-04-11 17:13:44 UTC XXX followers, XXX engagements


"Got on the $TGEN train mainly because I think the recent $CRWV $6B Lancaster and $BX QTS $25B NEPA data center announcements are not priced in at all. $EQT CEO/gas luminary @Shalennial has always said the Marcellus game is about creating in-basin gas demand - well here it is"  
![@Reignots Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1695520805218611201.png) [@Reignots](/creator/x/Reignots) on [X](/post/tweet/1946292480569135554) 2025-07-18 19:34:22 UTC XXX followers, XXX engagements


"@abroninvestor Are we ready to admit the 80+ year old value investor fossils made a mistake fighting the sweetened bid caused AMF to torpedo the squeeze and are now left holding the bag XX% lower pretending to be happy out of principle 🤡 @FoxCastlehold @BolloreVivendi $BOL.PA $BOIVF"  
![@Reignots Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1695520805218611201.png) [@Reignots](/creator/x/Reignots) on [X](/post/tweet/1930422585671471204) 2025-06-05 00:33:04 UTC XXX followers, XXX engagements


"Small but ongoing buybacks at Bollore last week in addition to Odet and Vivendi buys $BOL.PA $ODET.PA $VIV.PA $BOIVF"  
![@Reignots Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1695520805218611201.png) [@Reignots](/creator/x/Reignots) on [X](/post/tweet/1828101152300581190) 2024-08-26 16:04:13 UTC XXX followers, 1632 engagements


"$LUXE EU lux names big bounce off lows today and this drifts ever lower. 0.1x EV/Sales. Dominant share with Saks teetering. The market will rue the day of the 2Q print when the cash/EV position is properly updated in quant screens and they show easy merger synergies. Rant over"  
![@Reignots Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1695520805218611201.png) [@Reignots](/creator/x/Reignots) on [X](/post/tweet/1940483196392701963) 2025-07-02 18:50:21 UTC XXX followers, 1515 engagements


"@ClarkSquareCap Pandora $PNDORA.CO largest jeweler in the world 60%+ ROIC high-teens EPS growth transforming from collectible/kiddy charms business to full-fledged mid-lux full jeweler highly fragmented market vertical integration from design to manufacturing and distribution. Mid-teens P/E"  
![@Reignots Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1695520805218611201.png) [@Reignots](/creator/x/Reignots) on [X](/post/tweet/1924202871370694765) 2025-05-18 20:38:09 UTC XXX followers, 1553 engagements


"Update: after a XX% rally $SOHU now trades at a measly *checks notes* XX% discount to NAV"  
![@Reignots Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1695520805218611201.png) [@Reignots](/creator/x/Reignots) on [X](/post/tweet/1939786411307130885) 2025-06-30 20:41:34 UTC XXX followers, 5464 engagements


"Litigation Finance tax Sec. 70604 officially out of the final text of the Senate bill that just passed $BUR"  
![@Reignots Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1695520805218611201.png) [@Reignots](/creator/x/Reignots) on [X](/post/tweet/1940081716565029189) 2025-07-01 16:15:00 UTC XXX followers, 6427 engagements


"@ClarkSquareCap SBI Holdings $SBHGF $8473.JP - $11.5B market cap owns X% of Ripple worth $2.3B at last valuation but likely worth 4x at IPO at treasury value alone. If you value this at zero trades at 1x book 6x P/E and owns one of the best neobanks + brokerages in Japan amid rising rates"  
![@Reignots Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1695520805218611201.png) [@Reignots](/creator/x/Reignots) on [X](/post/tweet/1944883301573144646) 2025-07-14 22:14:47 UTC XXX followers, 7212 engagements


"@LogicalThesis This is a really interesting one. What do you make of the fact Vertiv doesn't have exclusive rights within the US The biggest addressable market for this ex-Stargate UAE is probably TX/PA given gas supply does $TGEN itself have the salesforce to sell into these projects"  
![@Reignots Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1695520805218611201.png) [@Reignots](/creator/x/Reignots) on [X](/post/tweet/1946220466495979646) 2025-07-18 14:48:12 UTC XXX followers, XXX engagements


"Sneaky upsized 10M buyback right before results what are the odds this number doesn't step up on a -X% earnings reaction and family soaks up low-IQ selling by Vanguard/DFA/other indices/quants Zero. $BOL.PA $BOIVF"  
![@Reignots Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1695520805218611201.png) [@Reignots](/creator/x/Reignots) on [X](/post/tweet/1901988208595841383) 2025-03-18 13:25:00 UTC XXX followers, XXX engagements