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[@ArenaManCapital](/creator/twitter/ArenaManCapital)
"2025 Q1: XXXX% 2024: XXXX% (mistake in last Q calc) $TOI.V $CSU.TO $PNP.TO $ENGH.TO $SGN.WA $ACP.WA $ASE.WA $CHG.DE $JDG.L $GLV.L $MGPI $PDD $TBRG $2360.HK $9961.HK $BN $LMN.V $QIS.V Personally I'm having trouble finding conviction outside of the bearded"  
![@ArenaManCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1698371192225492992.png) [@ArenaManCapital](/creator/x/ArenaManCapital) on [X](/post/tweet/1906920695180992584) 2025-04-01 04:04:57 UTC 1678 followers, 34.8K engagements


"Went to NYC's largest wine store (Astor Wines). Was COMPLETELY empty. Got a Brunello for $XX (crazy value). Bankruptcies and consolidation likely on the way in wine/whisky. Feels like it'll be some time before $DEO $BF.F $MGPI $NAPA $RCO.PA $LPE.PA etc. find a bottom"  
![@ArenaManCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1698371192225492992.png) [@ArenaManCapital](/creator/x/ArenaManCapital) on [X](/post/tweet/1804549177487032810) 2024-06-22 16:17:05 UTC 1673 followers, 1161 engagements


"@Jam_invest @Ultradeep3 @CapitalValor G&M legendary management team"  
![@ArenaManCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1698371192225492992.png) [@ArenaManCapital](/creator/x/ArenaManCapital) on [X](/post/tweet/1947307719397966002) 2025-07-21 14:48:34 UTC 1673 followers, XX engagements


"2025 YTD: XXXX% 2024: XXXX% $TOI.V $SGN.WA $ACP.WA $ASE.WA $JDG.L $TBRG $2360.HK $TFII.TO $2300.TW $ENGH.TO $CHG.DE $BERNER-B.ST $MGPI $TEQ.ST $KARNEL-B.ST $GLV.L $BN.TO $MKL $QIS.TO EUR/USD. 👶 = no time for DD means it's harder to lose money on shitcos😅"  
![@ArenaManCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1698371192225492992.png) [@ArenaManCapital](/creator/x/ArenaManCapital) on [X](/post/tweet/1939861820941976022) 2025-07-01 01:41:13 UTC 1678 followers, 27.9K engagements


"2024: XX% $TOI.V $CSU.TO $PNP.TO $SGN.WA $CHG.DE $JDG.L $WISE.L $LTI.L $VIT-B.ST $TEQ.ST $2360.HK $2191.HK $66.HK $BKNG $TBRG $LMN.V cash XXXX% Tracking: $MGPI $JKS Now have a son He is who I'm thinking of when investing"  
![@ArenaManCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1698371192225492992.png) [@ArenaManCapital](/creator/x/ArenaManCapital) on [X](/post/tweet/1874301842546712720) 2025-01-01 03:49:16 UTC 1677 followers, 48.5K engagements


"2024 Q1 Portfolio: $DHR $2368.HK $KPG.AX $2360.HK $1523.HK $3600.HK $0833.HK $0941.HK $CHG.DE $CSU.TO $SGN.WA $VTY.L $CRN.L $TEQ.ST $LIFCO-B.ST Cut/trimmed: $883.HK $TOI.V Added: $2360.HK $1523.HK Q1 2024 Performance: 17.88%"  
![@ArenaManCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1698371192225492992.png) [@ArenaManCapital](/creator/x/ArenaManCapital) on [X](/post/tweet/1773988772083839131) 2024-03-30 08:20:57 UTC 1671 followers, 23.4K engagements


"WSET spirits holder & spirits investor here. Thread on resources for studying American whiskey (scotch is diff). American whiskey exposure in public markets is limited. Some exposure through: $BF.B $MGPI $DGE.L $2587.T $2503.T $STZ $RI.PA $CPR.MI Study them all. 1/n"  
![@ArenaManCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1698371192225492992.png) [@ArenaManCapital](/creator/x/ArenaManCapital) on [X](/post/tweet/1880272072917815700) 2025-01-17 15:12:50 UTC 1672 followers, 3097 engagements


"Son is X months old. Been thinking of his path. Will the next "DNA" be discovered at MIT by people like Watson/Crick or will it be at Tsinghua PISA scores across the board in OECD are declining. Grade inflation in my native Canada appears to be acute. Hope we course correct"  
![@ArenaManCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1698371192225492992.png) [@ArenaManCapital](/creator/x/ArenaManCapital) on [X](/post/tweet/1947313336447631515) 2025-07-21 15:10:53 UTC 1668 followers, XX engagements


"$3382.T 7-11 are a bunch of scammers. Who makes a sandwich with a nice display and fill 1/4 the sandwich I think it could use some proper Canadian ownership in the form of $ATD.TO"  
![@ArenaManCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1698371192225492992.png) [@ArenaManCapital](/creator/x/ArenaManCapital) on [X](/post/tweet/1879443470827524276) 2025-01-15 08:20:16 UTC 1672 followers, 1383 engagements


"@simonseverino No Japanese names X HK names. $2360.HK is a bet on management's proven excellence in low cost merchandising especially in wine. $9961.HK is a bet on an OTA's ability to build value in intangibles (brand/IP)"  
![@ArenaManCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1698371192225492992.png) [@ArenaManCapital](/creator/x/ArenaManCapital) on [X](/post/tweet/1906938629378978035) 2025-04-01 05:16:13 UTC 1670 followers, XXX engagements