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[@origoinvest](/creator/twitter/origoinvest)
"$CVNA CDS anyone Kinda looks interesting here"  
[X Link](https://x.com/origoinvest/status/1979502487389589808) [@origoinvest](/creator/x/origoinvest) 2025-10-18T10:59Z XXX followers, 2008 engagements


"What is a Super Company according to Chris Hohn Not only has $SAF.PA delivered a XX% IRR to TCI over XX years () They recently INCREASED their stake by XX% So what makes Safran such a great compounder And why is one of the GOATS now doubling down Let's dive in (HINT: cashflows are now de-risked for another XX years)"  
[X Link](https://x.com/origoinvest/status/1960351292842557723) [@origoinvest](/creator/x/origoinvest) 2025-08-26T14:39Z XXX followers, 3784 engagements


"Pop Mart "social media articles pointing to weak demand for the newly launched SKULLPANDA" Live by the Labubu die by the Labubu $9992.HK $PMRTY"  
[X Link](https://x.com/origoinvest/status/1967418830122274858) [@origoinvest](/creator/x/origoinvest) 2025-09-15T02:42Z XXX followers, XXX engagements


"One of Buffet's cardinal investing principles is whether a Company has real pricing power With XXX EV manufacturers in China and aggressive price competition this is no longer the case for $BYD Having said this I do believe that $BYD will be one of the top 2-5 players that will emerge stronger from the inevitable industry consolidation that will take place over the next 3-5 years Company is uniquely positioned through vertical integration to be top decile on the EV cost curve The upside kicker will be how well they apply their playbook to the robotics market which is just getting started Am"  
[X Link](https://x.com/origoinvest/status/1969995330440855700) [@origoinvest](/creator/x/origoinvest) 2025-09-22T05:21Z XXX followers, 5029 engagements


"Your IPO was priced to perfection by your bankers at a pretty frothy window in the market Lots of fast money funds in the 20x oversubscribed book that were looking to flip the stock Right now the combination of (i) lower rates and (ii) increased default risk is impacting the broader alternative credit universe from private credit GPs to BNPL companies Nothing that you can control so not worth obsessing over"  
[X Link](https://x.com/origoinvest/status/1977247198770610565) [@origoinvest](/creator/x/origoinvest) 2025-10-12T05:37Z XXX followers, XXX engagements


"This is what a top-tier hedge fund looks like when you are putting up the numbers $400-600m per annum split between XX partners"  
[X Link](https://x.com/origoinvest/status/1980470884168265966) [@origoinvest](/creator/x/origoinvest) 2025-10-21T03:07Z XXX followers, XXX engagements


"@pmarca You could conclude from this that over a long enough timeframe there is no bubble and current investments are rational Or that there is no rush to get involved future winners are not yet born and that you will be able to pick up great investments from the debris"  
[X Link](https://x.com/origoinvest/status/1980523899789127949) [@origoinvest](/creator/x/origoinvest) 2025-10-21T06:37Z XXX followers, 12.9K engagements


"Please give us a follow for more write-ups like this"  
[X Link](https://x.com/origoinvest/status/1960351918183829881) [@origoinvest](/creator/x/origoinvest) 2025-08-26T14:41Z XXX followers, XXX engagements


"Sapporo Holdings $2501.T is one of those Japanese Special Sits I've been tracking for a while Significant real estate holdings that mask inept management performance on core beer operations Obvious value unlock potential if they sell down their real estate (potentially worth more than current mkt cap) and produce just average industry margins (on what is a pretty strong brand) Let me know if you would like a detailed write-up"  
[X Link](https://x.com/origoinvest/status/1960590593987633605) [@origoinvest](/creator/x/origoinvest) 2025-08-27T06:29Z XXX followers, XXX engagements


"Lots of interesting Japan stocks out there I like Sapporo Holdings $2501.T Significant real estate holdings that mask inept management performance on core beer operations Obvious value unlock potential if they sell down their real estate (potentially worth more than current mkt cap) and re-align core biz with industry margins"  
[X Link](https://x.com/origoinvest/status/1960630485614501918) [@origoinvest](/creator/x/origoinvest) 2025-08-27T09:08Z XXX followers, XXX engagements


"What do you think of when you think of $GE Lethargic Legacy Do you know what's actually left Turns out $GE has been a textbook Joel Greenblatt spin-off +63% YTD residual business set to dominate its niche next XX yrs and a chart that's about to break-out"  
[X Link](https://x.com/origoinvest/status/1962154560790954410) [@origoinvest](/creator/x/origoinvest) 2025-08-31T14:04Z XXX followers, XXX engagements


"$GE is now an aerospace pure-play and is also Chris Hohn's top holding at TCI I wrote about $SAF.PA (another Chris Hohn holding) Both companies through their 50/50 JV in CFM are set to grow double-digits in a quasi-monopolistic market structure"  
[X Link](https://x.com/origoinvest/status/1962154563382968553) [@origoinvest](/creator/x/origoinvest) 2025-08-31T14:04Z XXX followers, XXX engagements


"Diageo $DGE.L on Gen Z alcohol consumption patterns "Gen Z are expressing that they prefer to moderate.that being said the actual behaviour is more what we would call.Zebra striping" Huh come again"  
[X Link](https://x.com/origoinvest/status/1962824379722801223) [@origoinvest](/creator/x/origoinvest) 2025-09-02T10:26Z XXX followers, 4009 engagements


"Many of these characteristics are also present in $GE and $SAF.PA (aircraft engines) which are closer to monopolies and with better growth tailwinds Also two of Chris Hohn's top investments at TCI Some more on $SAF.PA here"  
[X Link](https://x.com/origoinvest/status/1971129190398468225) [@origoinvest](/creator/x/origoinvest) 2025-09-25T08:26Z XXX followers, XXX engagements


"Take-private activity in Japan has tripled YoY and now stands at $28B YTD Blackstone's recent $3.5B acquisition of TechnoPro $6028.T concludes a nice +64% YTD performance for shareholders While there is money to be made in small to mid-cap deep value I prefer to target $1B - $5B market cap companies as my sweet spot where there is much more optionality for catalysts and less (relatively speaking) governance shenanigans Follow the record Japan dedicated capital that is being raised and front-run their mandates"  
[X Link](https://x.com/origoinvest/status/1973642370504860147) [@origoinvest](/creator/x/origoinvest) 2025-10-02T06:53Z XXX followers, XXX engagements


"Barry Callebaut $BARN.SW is an interesting short-squeeze set-up $7B mkt. cap / XX% short interest / 50x days to cover There is also SI on the US OTC which is extremely thinly traded BC is a Swiss Company and the world's largest chocolate wholesaler - everything that could've gone wrong over the past few years went wrong - Cocoa prices surged 4x long-term averages to $13k / ton last year following poor harvests and weather events - Margin called on hedging contracts - Despite pass-through contracts volumes got hit - Suffered a salmonella outbreak at its largest factory Cocoa prices have now"  
[X Link](https://x.com/origoinvest/status/1974088906439376918) [@origoinvest](/creator/x/origoinvest) 2025-10-03T12:27Z XXX followers, XXX engagements


"This is positive for $SAF.PA rollout of their LEAP engine model Safran is now + XX% YTD"  
[X Link](https://x.com/origoinvest/status/1975054868185501879) [@origoinvest](/creator/x/origoinvest) 2025-10-06T04:25Z XXX followers, XXX engagements


"History rhymes but it does not necessarily repeat In the 1990s most utilities that ventured in to the ISP market as a way to diversify into deregulated markets went belly up The case for utilities like $SO or $DUK today is much stronger since their capex investments are tied to long-term PPAs with some of the best credits available (Hyperscalers) rather than speculative build With the bottleneck in energy and negotiating leverage utilities have as enablers of the AI datacenter buildout I expect many of these companies to re-rate particularly if we enter a sustained rate-cutting environment"  
[X Link](https://x.com/origoinvest/status/1975867173596963118) [@origoinvest](/creator/x/origoinvest) 2025-10-08T10:13Z XXX followers, XXX engagements


"Southern Company $SO was a rare outlier on Friday finishing in the green at +2.25% Highlights why we like the name for being both defensive but sill offering plenty of upside linked to the datacenter build-out On the other hand marginal GPU capacity names which we've suggested as potential short pairs such as $CRWV are all in the red"  
[X Link](https://x.com/origoinvest/status/1976978692409840029) [@origoinvest](/creator/x/origoinvest) 2025-10-11T11:50Z XXX followers, XXX engagements


"@BowTiedBull Operating leverage financial leverage"  
[X Link](https://x.com/origoinvest/status/1977251926933962879) [@origoinvest](/creator/x/origoinvest) 2025-10-12T05:56Z XXX followers, XXX engagements


"@ContrarianCurse Private guys get max bonuses for doing nothing"  
[X Link](https://x.com/origoinvest/status/1977812476181033343) [@origoinvest](/creator/x/origoinvest) 2025-10-13T19:03Z XXX followers, 3181 engagements


"You can still sell $CVNA at only XX% off its ATH"  
[X Link](https://x.com/origoinvest/status/1979175199510794448) [@origoinvest](/creator/x/origoinvest) 2025-10-17T13:18Z XXX followers, XXX engagements


"Quick update on this one KKR-PAG consortium has been selected as preferred bidders for Sapporo Holdings real estate assets Price talk is 400-500bn noting that the Company's Ginza assets are excluded from the deal This would get us close to the 600bn of total RE value (roughly equivalent to the current market cap)"  
[X Link](https://x.com/origoinvest/status/1979493492608074155) [@origoinvest](/creator/x/origoinvest) 2025-10-18T10:23Z XXX followers, 3640 engagements


"@Invesquotes X. Facebook was valued at $100bn not $500bn"  
[X Link](https://x.com/origoinvest/status/1979523656419340475) [@origoinvest](/creator/x/origoinvest) 2025-10-18T12:23Z XXX followers, XXX engagements


"@OGCapital25 Yes doesn't negate the fact that you got to bet big with conviction of you really want to move the needle question is more is this a XX% of the fund trade or 3x the fund trade"  
[X Link](https://x.com/origoinvest/status/1979544288238428345) [@origoinvest](/creator/x/origoinvest) 2025-10-18T13:45Z XXX followers, XXX engagements


"The best way to play oil as a deep value value investor is through credit at cyclically opportunistic times - all cashflow catalyst no multiple expansion required Expressing your view on energy though the underlying commodity is generally horrible execution - negative carry no staying power no catalyst Lot of value investor are terrible at actually structuring a trade"  
[X Link](https://x.com/origoinvest/status/1980464025164230659) [@origoinvest](/creator/x/origoinvest) 2025-10-21T02:39Z XXX followers, XXX engagements


"@CL207 I remember only X years ago SK Hynix was a distressed / toxic name crazy"  
[X Link](https://x.com/origoinvest/status/1980489579452088384) [@origoinvest](/creator/x/origoinvest) 2025-10-21T04:21Z XXX followers, XXX engagements


"@1MainCapital Here are what the actual numbers look like for $CRWV Basically unless GPU useful life X years the economics are not great at all amd Einhorn is directionally correct Credit @KerrisdaleCap"  
[X Link](https://x.com/origoinvest/status/1980557538249884104) [@origoinvest](/creator/x/origoinvest) 2025-10-21T08:51Z XXX followers, 1066 engagements


"@Ross__Hendricks $CRWV would suffer the worst"  
[X Link](https://x.com/origoinvest/status/1980568302096359523) [@origoinvest](/creator/x/origoinvest) 2025-10-21T09:34Z XXX followers, XXX engagements


"Jamie Dimon: when you see one cockroach there are probably more JPM research analyst on $CVNA: Tricolor and First Brands are clearly idiosyncratic events Keep in mind JPM actively pitch for underwriting roles on auto loan ABS issuance for Carvana"  
[X Link](https://x.com/origoinvest/status/1980598369954472399) [@origoinvest](/creator/x/origoinvest) 2025-10-21T11:33Z XXX followers, XXX engagements