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[@Tintincapital](/creator/twitter/Tintincapital)
"Sure it has a ton more upside. But not interested in owning long term. Not much of a trader- don't have stomach for it. For that reason I'm out. Cashed out $cnc calls for XXX% gain stock for XX% gain. And $elv for a XX% gain"  
[X Link](https://x.com/Tintincapital/status/1973835069908463643) [@Tintincapital](/creator/x/Tintincapital) 2025-10-02T19:38Z 5893 followers, 9710 engagements


"Bought some $gld puts. Couldn't help myself"  
[X Link](https://x.com/Tintincapital/status/1978198186020798923) [@Tintincapital](/creator/x/Tintincapital) 2025-10-14T20:36Z 5893 followers, 3464 engagements


"$adyen popping this morning on seemingly no news. Perhaps the payments industry is finally ready to end it's arbitrary slump. (Don't @ me about stablecoins.) The most levered precarious companies usually lead the way out. (Hello $wln.pa) Might see $four up bigly today. I have a position though I'm still researching. Ultimately $four wasn't being uniquely punished. The entire industry was"  
[X Link](https://x.com/Tintincapital/status/1973736625235493269) [@Tintincapital](/creator/x/Tintincapital) 2025-10-02T13:07Z 5893 followers, 3707 engagements


"I've added $cpb and $gis to the port in recent days. Also put the brakes on via a small ever-crowded $arkk short. Purpose is to beef up my low beta stuff and hedge the higher beta stuff. Plus CPG valuations look extremely attractive right now"  
[X Link](https://x.com/Tintincapital/status/1978420667604205619) [@Tintincapital](/creator/x/Tintincapital) 2025-10-15T11:20Z 5893 followers, 1568 engagements


"Interesting news from Teleperformance $tep.pa Founder Chairman and CEO Daniel Julien will be XX in X months and has laid out succession plans. They're bringing back Majorel CEO and new Chairman will be owner of Private Equity co Saham (already owns X% of TEP via Majorel)"  
[X Link](https://x.com/Tintincapital/status/1829086583359762704) [@Tintincapital](/creator/x/Tintincapital) 2024-08-29T09:19Z 5897 followers, 9857 engagements


"7 Interesting defensive names that are both down YTD and yet green today (a rare combo): ELF cosmetics: $elf Ingles Grocery/Land Trust: $imkta Alimentation Couche Tard: $atd.to Ulta cosmetics $ulta Kraft Heinz: $khc Karat Packaging $krt OTC Markets $otcm"  
[X Link](https://x.com/Tintincapital/status/1914393030511247836) [@Tintincapital](/creator/x/Tintincapital) 2025-04-21T18:57Z 5894 followers, 4192 engagements


"The Coffee Price War cannot last forever. Cotti (Luckin's biggest rival) surely is on life support by now. Yes it is a crowded field. But it is Cotti that started the price war. (Likely due to a personal vendetta against $lkncy). Once it ends margins are restored and Luckin Moons. Anyway the chart for $lkncy looks EPIC. Might resume my position soon"  
[X Link](https://x.com/Tintincapital/status/1917332214225809472) [@Tintincapital](/creator/x/Tintincapital) 2025-04-29T21:36Z 5895 followers, 3646 engagements


"YTD/Q2: +40% Long: $lulu $se $4527.T $nu $adyey $wmmvy $dlo $sofw.ta $axp $6622.T $lacomer.mx $grab $nsrgy $sugr.v $wat.ax Cash: -X% No Hedges"  
[X Link](https://x.com/Tintincapital/status/1939781594383778193) [@Tintincapital](/creator/x/Tintincapital) 2025-06-30T20:22Z 5897 followers, 56.6K engagements


"My two Japense holdings Daihen and Rohto had stellar earnings last night. I picked up Unicharm $8113 (again) after a brief dive in stock price after their earnings"  
[X Link](https://x.com/Tintincapital/status/1953069276178354681) [@Tintincapital](/creator/x/Tintincapital) 2025-08-06T12:22Z 5895 followers, 3351 engagements


"On thin ice as a generalist but. $unp and $nsc will merge to create an efficient East-West rail line. Customers will now deal with just one company for west-east rail freight. Everybody wins $csx and BNSF are likely to merge to compete. Buffett has cash and would want that deal. Regulators would like it too as it prevents a monopoly from UNP/NSC. That leaves $cni and $cp. $cp has Mexican near-shoring as a tailwind at least. $cni will be the 3rd/4th alternative to the mega mergers above. A customer in Boston will need to negotiate freight from two carriers- one of which will offer a deal to"  
[X Link](https://x.com/Tintincapital/status/1958114572931330462) [@Tintincapital](/creator/x/Tintincapital) 2025-08-20T10:31Z 5895 followers, 3239 engagements


"@ReturnsJourney Pricemart $psmt Pluxee Belfuse $belfb Unicharm $8113.T Obayashi $1802.T I think I could come up with a lot of these after some though"  
[X Link](https://x.com/Tintincapital/status/1960767955454566867) [@Tintincapital](/creator/x/Tintincapital) 2025-08-27T18:14Z 5897 followers, 1405 engagements


"@GabGrowth My ranking from best to less best based upon current valuation and long term prospects: X. $intr X. $nu X. Tie- $meli $se X. $dlo X. $grab"  
[X Link](https://x.com/Tintincapital/status/1973007700608036901) [@Tintincapital](/creator/x/Tintincapital) 2025-09-30T12:51Z 5895 followers, 1360 engagements


"YTD/Q3: +42.73% Long: $se $cnc + calls $4527.T $nu $dlo $nesn.sw $sofw.ta $adyey $6622.T $wmmvy $axp $elv $glasf $grab $lacomer.mx $alhgr.pa $sugr.v $wat.ax $ptlo (leaps) Cash: -XX% No Hedges"  
[X Link](https://x.com/Tintincapital/status/1973117140401266857) [@Tintincapital](/creator/x/Tintincapital) 2025-09-30T20:05Z 5895 followers, 19.4K engagements


"8 figure idea. There are no asset allocation ETFs with munis. Clever marketing + first mover advantage. Sell to $ubs (they'll buy anything)"  
[X Link](https://x.com/Tintincapital/status/1973863351496421740) [@Tintincapital](/creator/x/Tintincapital) 2025-10-02T21:31Z 5896 followers, 2071 engagements


"My take is that gov shutdown will end with no bipartisan agreement on enhanced subsidies. They will be renewed after a vote sometime in November (though with some minor limitations). Either I'm wrong or Health Insurance stocks aren't pricing this in. $cnc $moh"  
[X Link](https://x.com/Tintincapital/status/1974517557865701714) [@Tintincapital](/creator/x/Tintincapital) 2025-10-04T16:50Z 5895 followers, 2209 engagements


"See yall in November. I'm going in. Cover to Cover. $adp.pa"  
[X Link](https://x.com/Tintincapital/status/1975165174353924430) [@Tintincapital](/creator/x/Tintincapital) 2025-10-06T11:44Z 5897 followers, 2897 engagements


"If $arkk closes above $XXX this week then I'll short it out of spite"  
[X Link](https://x.com/Tintincapital/status/1975253548892913932) [@Tintincapital](/creator/x/Tintincapital) 2025-10-06T17:35Z 5895 followers, 3378 engagements


"Gold is at RSI XX $tlt is breaking out $dxy at support Consumer Staples $gis $cag $cpb are yielding 5%+ Crude in the 50's Stonks near ATHs. ----- Forget the current tariffs or any other battage du jour for a moment. How do you explain all of this"  
[X Link](https://x.com/Tintincapital/status/1977710836010328239) [@Tintincapital](/creator/x/Tintincapital) 2025-10-13T12:19Z 5896 followers, 9668 engagements


"@SteigerwaldValu Seems logical but I just can't bring myself to touch mining companies. For every potential catalyst (that occurs 1/20 years) there are XX potential black-swan ball-busting thesis breakers 😂"  
[X Link](https://x.com/Tintincapital/status/1978426612241637657) [@Tintincapital](/creator/x/Tintincapital) 2025-10-15T11:43Z 5895 followers, XXX engagements


"7% in cash. I hate it. Does anyone have any ideas (Please no mining energy chemicals or Chinese companies)"  
[X Link](https://x.com/Tintincapital/status/1824078566411153733) [@Tintincapital](/creator/x/Tintincapital) 2024-08-15T13:39Z 5895 followers, 162.8K engagements


"3 Banger on $hims (pre-market) Nice move in $adyen and $nesn.sw today too"  
[X Link](https://x.com/Tintincapital/status/1890024974481863024) [@Tintincapital](/creator/x/Tintincapital) 2025-02-13T13:07Z 5895 followers, 9252 engagements


"When I see a low P/E it's almost always due to one or more of the following: X. Fraud X. Dying business X. Low probability turn-around X. Extremely Illiquid nanocap X. Temporary over-earning X. Extreme revenue concentration X. Looming debt wall X. Looming disruption X. Burning cash XX. History of dilution XX. Polish Chinese Venture-listed shitco XX. Terrible capital allocation XX. Ill-timed capex XX. Heavy management turnover"  
[X Link](https://x.com/Tintincapital/status/1926654963104596120) [@Tintincapital](/creator/x/Tintincapital) 2025-05-25T15:01Z 5897 followers, 158.7K engagements


"When an asset bubble pops it doesn't necessarily take people by surprise. Most know it's a bubble but invest anyway. They think they're Soros when they are actually Newton. Consider this excellent quote from 'Irrational Exuberance' by @RobertJShiller:"  
[X Link](https://x.com/Tintincapital/status/1978263766430065018) [@Tintincapital](/creator/x/Tintincapital) 2025-10-15T00:56Z 5895 followers, 7049 engagements


"This is my ultimate bear case for how all of the below *could* unravel (for fun). We wake up to far higher than expected unemployment numbers. Meanwhile the trade war with Chyna intensifies delaying an emergency cut by the Fed. Inflation expectations plummet. Yields re-invert. Real yields widen some. Gold falls. $tlt breaks out hard. Stonks flee to safety. Dollar strengthens. Gold collapses. Staples rally"  
[X Link](https://x.com/Tintincapital/status/1978807313549934915) [@Tintincapital](/creator/x/Tintincapital) 2025-10-16T12:56Z 5895 followers, 4629 engagements