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[@Vrushabh3211](/creator/twitter/Vrushabh3211)
"Current Defence holdings - $RHM.DE $FNCNF $PAOTF $DASTY $SAABY $KBGGY $KTOS $HWM $BSEN $ESLT $HXL"  
![@Vrushabh3211 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1920447705400422404.png) [@Vrushabh3211](/creator/x/Vrushabh3211) on [X](/post/tweet/1940389893689188724) 2025-07-02 12:39:36 UTC XXX followers, XXX engagements


"Great news Glad to hear Europe stepping up with $KOG setting up an office in Ukraine"  
![@Vrushabh3211 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1920447705400422404.png) [@Vrushabh3211](/creator/x/Vrushabh3211) on [X](/post/tweet/1945600314502951111) 2025-07-16 21:43:57 UTC XXX followers, XX engagements


"Added $KTOS $TMDX sub XXX is a steal $BRKR and $IQV"  
![@Vrushabh3211 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1920447705400422404.png) [@Vrushabh3211](/creator/x/Vrushabh3211) on [X](/post/tweet/1947653265732079774) 2025-07-22 13:41:38 UTC XXX followers, XXX engagements


"Burberry $BRBY / $BURBY Q1 FY26 Highlights: 🧥 Sales -X% YoY (vs -X% prior Q) 🌍 Americas +4% EMEIA +1% China -X% Japan -XX% 💸 80M cost-saving plan on track 🧣 Classic relaunch (Scarf Bar trench coats) gaining traction 📈 Early signs of turnaround margin outlook stable Have a position at $XX looking for $XX exit. China has been a tough market for the entire luxury space since mid 2022. Hope all of them can recover"  
![@Vrushabh3211 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1920447705400422404.png) [@Vrushabh3211](/creator/x/Vrushabh3211) on [X](/post/tweet/1946193148943716435) 2025-07-18 12:59:39 UTC XXX followers, XXX engagements


"Intellego Technologies $INT About: Intellego develops advanced color-changing UV dosimeters that help professionals and consumers visually confirm UV exposure. These dosimeteres are used for disinfection industrial curing horticulture or sun safety. Their business model is built around high margin single use consumables driving strong recurring revenue. Q1 2025 Results: $19.3M in revenue (+152% YoY) and $12.6M EBIT. OEM deals with Henkel (industrial UV) and Likang ( China healthcare) are gaining serious traction. 2025 guidance raised to $57M revenue and $24M EBIT. Valuation: Market cap sits"  
![@Vrushabh3211 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1920447705400422404.png) [@Vrushabh3211](/creator/x/Vrushabh3211) on [X](/post/tweet/1946687045780341130) 2025-07-19 21:42:14 UTC XXX followers, 6727 engagements


"Amen I cant take it when corporate folks walk around with Robinhood. IBKR is amazing. Can hook up the api and visualise the portfolios in n different ways. @IBKR"  
![@Vrushabh3211 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1920447705400422404.png) [@Vrushabh3211](/creator/x/Vrushabh3211) on [X](/post/tweet/1946374050189889900) 2025-07-19 00:58:30 UTC XXX followers, XXX engagements


"This entire $TMDX ordeal is the result of a knee-jerk reaction to $XVIVOs Q2 report. XVIVO missed Q2 expectations due to destocking and unlike TMDX they dont offer normothermic storage systems"  
![@Vrushabh3211 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1920447705400422404.png) [@Vrushabh3211](/creator/x/Vrushabh3211) on [X](/post/tweet/1943756740035793027) 2025-07-11 19:38:14 UTC XXX followers, XXX engagements


"It's almost serendipitous that they chose to establish their office in Ukraine. $KOG / $KBGGY"  
![@Vrushabh3211 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1920447705400422404.png) [@Vrushabh3211](/creator/x/Vrushabh3211) on [X](/post/tweet/1946248498602451069) 2025-07-18 16:39:36 UTC XXX followers, XXX engagements


"Learnt this lesson on 8/5/24. It was Monday and entire tech space fell like a rock. I then spent the next XX days studying other businesses. #diversification"  
![@Vrushabh3211 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1920447705400422404.png) [@Vrushabh3211](/creator/x/Vrushabh3211) on [X](/post/tweet/1945606382167740697) 2025-07-16 22:08:03 UTC XXX followers, XXX engagements


"Hi Thanks for the detailed post. One of my principles as an investor is to never short. I dont have a negative sentiment either. Just cold feet. Everything looks really good. I was enticed but now Im a bit concerned. Ill read your comment again and decide Thanks again for choosing to engage"  
![@Vrushabh3211 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1920447705400422404.png) [@Vrushabh3211](/creator/x/Vrushabh3211) on [X](/post/tweet/1946896702847496313) 2025-07-20 11:35:20 UTC XXX followers, XXX engagements


"Added $ERJ Embraer quick swing position. I hope that the contesting parties can settle for a lower tariff rate as XX% is extremely high"  
![@Vrushabh3211 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1920447705400422404.png) [@Vrushabh3211](/creator/x/Vrushabh3211) on [X](/post/tweet/1943305221192438157) 2025-07-10 13:44:04 UTC XXX followers, XXX engagements


"Trimmed some $TMDX still hold quite a lot. Have faith in Waleed he can and will deliver Trimmed so I can add more at a lower price. Formidable business with multi fold returns in future years"  
![@Vrushabh3211 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1920447705400422404.png) [@Vrushabh3211](/creator/x/Vrushabh3211) on [X](/post/tweet/1943692416801755618) 2025-07-11 15:22:38 UTC XXX followers, 1084 engagements