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[@ArenaManCapital](/creator/twitter/ArenaManCapital)
"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%"  
[X Link](https://x.com/ArenaManCapital/status/1773988772083839131) [@ArenaManCapital](/creator/x/ArenaManCapital) 2024-03-30T08:20Z 1846 followers, 23.7K engagements


"$CSU.TO Another conference call to discuss the leadership transition"  
[X Link](https://x.com/ArenaManCapital/status/1971706556015321184) [@ArenaManCapital](/creator/x/ArenaManCapital) 2025-09-26T22:40Z 1846 followers, 23K engagements


"You have to wonder what $WISE.L CEO Kristo Krmann thinks when he sees the customer growth of Revolut. Wise is 1st graph Revolut is 2nd. The real losers in this race feel like legacy banks. Personally I would like Canada's big X awful banks to be "disrupted""  
[X Link](https://x.com/ArenaManCapital/status/1817391045107470419) [@ArenaManCapital](/creator/x/ArenaManCapital) 2024-07-28T02:46Z 1842 followers, 5469 engagements


"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"  
[X Link](https://x.com/ArenaManCapital/status/1906920695180992584) [@ArenaManCapital](/creator/x/ArenaManCapital) 2025-04-01T04:04Z 1842 followers, 40.8K engagements


"Some ratings et al. Surprisingly higher rated than 2021 by Decanter. For those who aren't familiar with the brand the history behind the brand is pretty cool:"  
[X Link](https://x.com/ArenaManCapital/status/1955446609183117382) [@ArenaManCapital](/creator/x/ArenaManCapital) 2025-08-13T01:49Z 1840 followers, XXX engagements


"$CSU.TO Constellation Software organizing a call to discuss the impact on AI on Sept XX at X AM ET"  
[X Link](https://x.com/ArenaManCapital/status/1967976835465216067) [@ArenaManCapital](/creator/x/ArenaManCapital) 2025-09-16T15:40Z 1842 followers, 5203 engagements


"$TOI.V Topicus seems to be expanding geographies pretty rapidly including in the $CSU.TO heartland (and my home town) of Toronto"  
[X Link](https://x.com/ArenaManCapital/status/1968645084632453241) [@ArenaManCapital](/creator/x/ArenaManCapital) 2025-09-18T11:55Z 1842 followers, 7466 engagements


"My feelings on $CSU.TO price action"  
[X Link](https://x.com/ArenaManCapital/status/1970169184245162086) [@ArenaManCapital](/creator/x/ArenaManCapital) 2025-09-22T16:51Z 1842 followers, 5600 engagements


"There was a time when $NVDA was less desirable to work for than $DBX and $BOX. Dropbox's free cafeteria had a Michelin Star in 2016. By contrast $NVDA always made employees chip in"  
[X Link](https://x.com/ArenaManCapital/status/1975559492340490585) [@ArenaManCapital](/creator/x/ArenaManCapital) 2025-10-07T13:51Z 1842 followers, 2455 engagements


"Maybe an uncommon opinion but I've seen $DGE.L Diageo release subpar spirit in special editions and dilute the brand equity of some of the most incredible storied names. In the long term I don't think they are like $MC.PA LVMH in that they are not good stewards"  
[X Link](https://x.com/ArenaManCapital/status/1960722011111743685) [@ArenaManCapital](/creator/x/ArenaManCapital) 2025-08-27T15:12Z 1847 followers, 1523 engagements


"NGL the coffee game at HK McDonald's is way better than it has any right to be. La Marzocco machine (the Ferrari of espresso machines) great latte art decent glass and by large chain standards decent beans. Whole meal is less than a decent latte somewhere else"  
[X Link](https://x.com/ArenaManCapital/status/1971040733764423690) [@ArenaManCapital](/creator/x/ArenaManCapital) 2025-09-25T02:35Z 1846 followers, 2469 engagements


"2025 YTD: XXXX% 2024: XXXX% $TOI.V $CSU.TO $SGN.WA $LMN.V $ACP.WA $ASE.WA $JDG.L $TEQ.ST $BERNER-B.ST $KARNEL-B.ST $MGPI $TBRG $2330.TW $BN.TO I miss the days when people were scared of HK and thought China was going to collapse tomorrow"  
[X Link](https://x.com/ArenaManCapital/status/1973673895208362068) [@ArenaManCapital](/creator/x/ArenaManCapital) 2025-10-02T08:58Z 1846 followers, 12.3K engagements


"@BerkelKip Never got the chance to buy at a good valuation before I knew something about it. Those shares were from owning $CSU.TO that I just never touched"  
[X Link](https://x.com/ArenaManCapital/status/1974345204124864790) [@ArenaManCapital](/creator/x/ArenaManCapital) 2025-10-04T05:25Z 1846 followers, XXX engagements


"A bit of divergence in price and earnings for $TWE.AX Treasury Wine Estates. Investors who were probably looking for a pop from a reentry into China are likely disappointed. Broader story for wine is quite scary. Got curious after having mind blowing Australian sparkling wine"  
[X Link](https://x.com/ArenaManCapital/status/1979416393339797912) [@ArenaManCapital](/creator/x/ArenaManCapital) 2025-10-18T05:16Z 1847 followers, XXX engagements


"@MichaelGielkens Maybe an argument more broadly for generalists. @GlobalStockPick What say you $3600.HK at 9x NTM where they 3.5x'd or $LIFCO-B.ST at 33x where they 2x'd dental profits 😅"  
[X Link](https://x.com/ArenaManCapital/status/1979597662551941521) [@ArenaManCapital](/creator/x/ArenaManCapital) 2025-10-18T17:17Z 1847 followers, XXX engagements