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[@capitalatrisk23](/creator/twitter/capitalatrisk23)
"Goldman Sachs upgrades Didi to buy rating $DIDIY Didi up almost XX% on the news One of my thesis is that they do a HK IPO next XX months"  
[X Link](https://x.com/capitalatrisk23/status/1945542889141911565) [@capitalatrisk23](/creator/x/capitalatrisk23) 2025-07-16T17:55Z 2470 followers, 6759 engagements


"Spin-off today of Thyssenkrupp's Warship builder +52% today as successful as the best crypto companies"  
[X Link](https://x.com/capitalatrisk23/status/1980259080284377310) [@capitalatrisk23](/creator/x/capitalatrisk23) 2025-10-20T13:05Z 2472 followers, 18.7K engagements


"OK looks like the moment you've been waiting for for X years is HERE. Automobile supply chain manufacturers are bottoming. It's a landmine many will die but those who will survive are most likely going up several hundred % from here. Look for the backlogs"  
[X Link](https://x.com/capitalatrisk23/status/1981445467751010686) [@capitalatrisk23](/creator/x/capitalatrisk23) 2025-10-23T19:39Z 2472 followers, 2683 engagements


"it's interesting to see that their UK peer has a similar story - both underperformed their IPO and went through 2-3 years of cost cutting + seems like in the US banks have less and less appetite to lend so there is excess demand (also why the private credit bubble got bigger). Many of those compannies are now very good businesses but everywhere in the world market seem not to believe that their lending book can sustain a recession"  
[X Link](https://x.com/capitalatrisk23/status/1981368233509998641) [@capitalatrisk23](/creator/x/capitalatrisk23) 2025-10-23T14:32Z 2472 followers, XX engagements


"good question timing wise bottom was probably in April where you had one last puke Many in April traded at 1-2x fwd EBITDA but risk was high I got stopped loss a few times on this trade but overall we have a combination of: X. Some European manufacturers clearly show increase interest from new Chinese EV companies X. Debt have mostly been prolonged and now with USD rates going USD book is also being taken care. Increase in interest rates was extremely impactful on those indebted companies X. Many have lost between 50-80% from the peak - not an indicator you should follow but many are"  
[X Link](https://x.com/capitalatrisk23/status/1981450822840971533) [@capitalatrisk23](/creator/x/capitalatrisk23) 2025-10-23T20:01Z 2472 followers, XXX engagements


"Looks like I'll have to play Swatch group on the price to book $UHR.SW looking at it Feb 2024 quote from CEO is.(not)inspiring: "CEO Nick Hayek replied that if investors dont like the company or the way its managed and governed they can invest elsewhere.""  
[X Link](https://x.com/capitalatrisk23/status/1919444096587813271) [@capitalatrisk23](/creator/x/capitalatrisk23) 2025-05-05T17:28Z 2464 followers, 2234 engagements


"Looks like things are getting spicy Swatch Group $UHR.SW"  
[X Link](https://x.com/capitalatrisk23/status/1925233461482156131) [@capitalatrisk23](/creator/x/capitalatrisk23) 2025-05-21T16:53Z 2470 followers, 1863 engagements


"CHF XX million insider purchase at Swatch Group $UHR.SW Biggest purchase I can track since at least X years Probably CEO or Chairman member of the founding family"  
[X Link](https://x.com/capitalatrisk23/status/1935063525472272635) [@capitalatrisk23](/creator/x/capitalatrisk23) 2025-06-17T19:54Z 2463 followers, 2237 engagements


"#Specialsit Worldine now priced for bankruptcy $WLN.PA and went to zero like I predicted Now the question is what happens if the new management can fix it 😌 Biggest payment operator in Europe in a fragmented market"  
[X Link](https://x.com/capitalatrisk23/status/1969713343473619452) [@capitalatrisk23](/creator/x/capitalatrisk23) 2025-09-21T10:40Z 2468 followers, 4276 engagements


"@KairosPraxis CATL Intuitive Surgical ASML Barry Callebaut SGS GTT ABB Jungfraubahn Holding HKEX Tencent"  
[X Link](https://x.com/capitalatrisk23/status/1973103982143811836) [@capitalatrisk23](/creator/x/capitalatrisk23) 2025-09-30T19:13Z 2470 followers, XXX engagements


"$SPOT almost 10x from its.2022 lows what I know a guy who had a LOT of shares through the IPO and sold almost all upon lock up expiry not sure he reinvested better than just keeping his shares"  
[X Link](https://x.com/capitalatrisk23/status/1976012016730112169) [@capitalatrisk23](/creator/x/capitalatrisk23) 2025-10-08T19:49Z 2463 followers, 1271 engagements


"$LVMH June might have been the bottom indeed Q3 numbers just out today and bottoming process in revenues clearly well underway with a +1% revenue growth YoY Ideally I'd want to see unit sold per category as it's important that stabilisation is done via volume and not just pricing"  
[X Link](https://x.com/capitalatrisk23/status/1978131143753916785) [@capitalatrisk23](/creator/x/capitalatrisk23) 2025-10-14T16:09Z 2463 followers, 5603 engagements


"Looks like the massive $30m insider buy marked the bottom $UHR.SW"  
[X Link](https://x.com/capitalatrisk23/status/1978381071323443385) [@capitalatrisk23](/creator/x/capitalatrisk23) 2025-10-15T08:42Z 2470 followers, 1006 engagements


"@Fenmagne I'm holding CATL and Umicore but they have already started running and these two are actually much less speculative so less leverage up but you can sleep at night"  
[X Link](https://x.com/capitalatrisk23/status/1981453885412954203) [@capitalatrisk23](/creator/x/capitalatrisk23) 2025-10-23T20:13Z 2470 followers, XX engagements


"Pair trade: Short EURO Long European Defense stocks Its been working well but it will keep working even better for the next 3-5 years fully monetised by the ECB The challenge will be to find one that hasnt run as much Dassault $DSY.PA Thales $HO.PA Rheinmetall $RHM.ETR Saab $SAAB-B.STO Even Leonardo ran a lot $LDO:BIT I think I know one will check more tomorrow"  
[X Link](https://x.com/capitalatrisk23/status/1893795163065155959) [@capitalatrisk23](/creator/x/capitalatrisk23) 2025-02-23T22:48Z 2468 followers, 9955 engagements


"all the luxury and premium consumer goods company are begging to put a bottom on their stocks same configuration everywhere $LVMHF $RCO.PA $RI.PA $LRLCY $KER.PA I am in none of them - we might see one more puke But rather feels towards the end of a bottoming process"  
[X Link](https://x.com/capitalatrisk23/status/1934537895479755067) [@capitalatrisk23](/creator/x/capitalatrisk23) 2025-06-16T09:05Z 2468 followers, 10.4K engagements


"Umicore $UMI.BR Chemistry company specialising in precious metals and battery metals recycling increasing its guidance FY25 on the back of strong demand in H1 Stock up +8% on the news My way on playing the precious metals and commodities cycle"  
[X Link](https://x.com/capitalatrisk23/status/1939945939654897971) [@capitalatrisk23](/creator/x/capitalatrisk23) 2025-07-01T07:15Z 2469 followers, 3438 engagements


"Out of Innovent Biologics $1801.HK for a XXX% gain on a nice position size - it also made me realise how global pharma names are already uninvestible. Not easy one to sell as I think long-term it can go much higher as it is a real innovation platform for novel medicines but I need to keep taking profits. Innovent became in XX years the biggest creator of Oncological products in China has just received FDA approval to start clinical trials for its oral GLP-1 molecule and published in July an article in Nature on a new generation of Fc-silent anti-CLDN18.2 ADC When you see the speed of their"  
[X Link](https://x.com/capitalatrisk23/status/1955547535130464278) [@capitalatrisk23](/creator/x/capitalatrisk23) 2025-08-13T08:30Z 2469 followers, 4022 engagements


"Very disappointing $ABBN.SW selling the jewel of robotics arm to Softbank for $5.4B instead of spinning it off and retaining value The Swiss government should block this deal and block Masa Son from entering the country for ever"  
[X Link](https://x.com/capitalatrisk23/status/1975854113096413538) [@capitalatrisk23](/creator/x/capitalatrisk23) 2025-10-08T09:21Z 2468 followers, 1164 engagements


"Already up +49% on my $UMI.BR position - Recycling chemistry company don't know if gold antimony silver lithium or what is going to fly but Umicore is exposed to all"  
[X Link](https://x.com/capitalatrisk23/status/1978406863193473533) [@capitalatrisk23](/creator/x/capitalatrisk23) 2025-10-15T10:25Z 2468 followers, 1067 engagements


"Kering $KER.PA up XX% from this tweet in June. Remy Pernod LVMH all UP Luca de Meo was the cheaper version of Brian Niccol at $SBUX for a much better stock price impact Brian Niccol since he joined Starbucks: -XX% for $100M total compensation Luca de Meo: +90% in X months for $20M TC"  
[X Link](https://x.com/capitalatrisk23/status/1980702751224172678) [@capitalatrisk23](/creator/x/capitalatrisk23) 2025-10-21T18:28Z 2469 followers, 5975 engagements


"Wordline $WLN.PA Short sellers dont know where to hide"  
[X Link](https://x.com/capitalatrisk23/status/1980900324581007430) [@capitalatrisk23](/creator/x/capitalatrisk23) 2025-10-22T07:33Z 2470 followers, 1073 engagements


"Palmer Luckey: The middle class didnt build this country Nicotine did. $PM $BTI"  
[X Link](https://x.com/capitalatrisk23/status/1980967309683700062) [@capitalatrisk23](/creator/x/capitalatrisk23) 2025-10-22T11:59Z 2468 followers, 2136 engagements


"Lending Club $LC is really under-estimated Revenue up +32% Diluted EPS +185% ROTCE now above XX% up from XXX% at the beginning of the year wouldn't be surprised to see 20-30% in a couple of years New partnership with BlackRock Stock suffering from all the private credit/regional bank negative chatter"  
[X Link](https://x.com/capitalatrisk23/status/1981099185031012477) [@capitalatrisk23](/creator/x/capitalatrisk23) 2025-10-22T20:43Z 2470 followers, 3153 engagements


"Valeo forvia OPmobility Delfingen Plastivaloire many good ones in Germany too careful all of those are speculative and can easily lose a lot (European companies) I'd look for manufacturers that: -Have an increasing order book from Chinese players -Are producing smth that is needed as much in EV than ICE (lightning cable isolant car seats etc) -Any news that they have prolonged the maturity profile of their debt -News that they have restructured their manufacturing plants from 2023/2024 with write offs mostly in: possible operating leverage ahead"  
[X Link](https://x.com/capitalatrisk23/status/1981449092971507947) [@capitalatrisk23](/creator/x/capitalatrisk23) 2025-10-23T19:54Z 2468 followers, XXX engagements


"Edenred $EDEN.PA double digit growth in H1 revenues at +18.5% net profit up XXXX% and EBITDA margin at XXXX% Confirm their long-term objective"  
[X Link](https://x.com/capitalatrisk23/status/1815628023149764971) [@capitalatrisk23](/creator/x/capitalatrisk23) 2024-07-23T06:00Z 2472 followers, 2085 engagements


"Edenred $EDEN.PA Harris Associates takes a XXXX% stake"  
[X Link](https://x.com/capitalatrisk23/status/1839629535010078907) [@capitalatrisk23](/creator/x/capitalatrisk23) 2024-09-27T11:33Z 2472 followers, 2117 engagements


"Edenred $EDEN.PA added to the Morningstar wide moat lists with a XX fair value : @Wexboy_Value"  
[X Link](https://x.com/capitalatrisk23/status/1843388732298465357) [@capitalatrisk23](/creator/x/capitalatrisk23) 2024-10-07T20:31Z 2472 followers, 1401 engagements


"Imerys $NK.PA the mining group reported a good Q2 and sees an improving outlook in minerals as a whole. This is also possibly the only *public* way to play high purity Quartz (Imerys owns XX% of the highest purity Quartz coming from Spruce Pine North Carolina): more semiconductors+photovoltaics = more high purity quartz needed -Adjusted EBITDA YoY +13.6% -Adjusted EBITDA margin reaching XX% -Net income YoY +66%"  
[X Link](https://x.com/capitalatrisk23/status/1817976890612924663) [@capitalatrisk23](/creator/x/capitalatrisk23) 2024-07-29T17:34Z 2472 followers, 2498 engagements


"Imerys $NK.PA Rumours of take private offer from GBL the parent companysomeone always know"  
[X Link](https://x.com/capitalatrisk23/status/1892487292356329620) [@capitalatrisk23](/creator/x/capitalatrisk23) 2025-02-20T08:11Z 2472 followers, XXX engagements


"Imerys $NK.PA getting a run as X. Defense spending = more specialty minerals needs X. Has many mines in the US so less exposed to tariffs X. Main shareholder is rumoured to be eyeing a take-private deal"  
[X Link](https://x.com/capitalatrisk23/status/1897581771996143718) [@capitalatrisk23](/creator/x/capitalatrisk23) 2025-03-06T09:35Z 2472 followers, XXX engagements


"$LKNCY Q2 numbers are again SPECTACULAR but if the rumours that Tencent $TCEHY might buy Starbucks stake in China are true then its time to start panicking $SBUX Anyone that competes against Tencent gets burnt 🔥🔥🔥"  
[X Link](https://x.com/capitalatrisk23/status/1951348461271654499) [@capitalatrisk23](/creator/x/capitalatrisk23) 2025-08-01T18:25Z 2472 followers, 1168 engagements


"@TheLAPurchaser the problem is Americans tend to see Europe as one entity but I'd say there is no gap in innovation in biotech healthcare industrial automations in Sweden Denmark Switzerland etc FR+UK suck Germany started sucking"  
[X Link](https://x.com/capitalatrisk23/status/1982092005820789109) [@capitalatrisk23](/creator/x/capitalatrisk23) 2025-10-25T14:28Z 2472 followers, XX engagements