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[@DB_Silver_Fox](/creator/twitter/DB_Silver_Fox)
"Researching the product the competition and the history of cognac: $RCO.PA; $MC.PA; $RI.PA"  
![@DB_Silver_Fox Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::278025055.png) [@DB_Silver_Fox](/creator/x/DB_Silver_Fox) on [X](/post/tweet/1903389551462121609) 2025-03-22 10:13:26 UTC XXX followers, 1479 engagements


"As you know I am quite bullish on $RCO.PA from these levels. I think the long-term survival risk of the spirits and wine industry is highly overstated :) After the recovery of the finished goods products / branded products producers ($RCO.PA $RI.PA $DGE.L etc.) the recovery of the supply chain actors will develop (think of $ZV.MI $TFF.PA and alike) Spirits and wine industry is highly resilient rewarding industry for those who know how to make a good product. Overpaying for M&A is the biggest drawback I see. Wish you good luck 🦉🍀"  
![@DB_Silver_Fox Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::278025055.png) [@DB_Silver_Fox](/creator/x/DB_Silver_Fox) on [X](/post/tweet/1942210372590539171) 2025-07-07 13:13:32 UTC XXX followers, XXX engagements


"Some recent thoughts on Carl Zeiss Meditec AG - $AFX.DE This is a quality business with deep and durable moat quoted at very decent prices. Personal opinion and not an investment advice. Good luck 🍀"  
![@DB_Silver_Fox Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::278025055.png) [@DB_Silver_Fox](/creator/x/DB_Silver_Fox) on [X](/post/tweet/1867936600833065364) 2024-12-14 14:16:04 UTC XXX followers, 8955 engagements


""A banker must never fall in love with a balance sheet but neither should he fear it. He must understand it as a doctor understands a patient." Carl Frstenberg"  
![@DB_Silver_Fox Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::278025055.png) [@DB_Silver_Fox](/creator/x/DB_Silver_Fox) on [X](/post/tweet/1946158079889768453) 2025-07-18 10:40:18 UTC XXX followers, XXX engagements


"Too much negativity priced into $RCO.PA shares. Just a personal opinion. This is an unique product and a great company with a moat"  
![@DB_Silver_Fox Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::278025055.png) [@DB_Silver_Fox](/creator/x/DB_Silver_Fox) on [X](/post/tweet/1941203084056854836) 2025-07-04 18:30:55 UTC XXX followers, XXX engagements


"$AALB.AS - Aalberts N.V. mission critical High quality Dutch business - mission critical technology and components. Enjoy the read and thank you for subscribing and supporting my work"  
![@DB_Silver_Fox Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::278025055.png) [@DB_Silver_Fox](/creator/x/DB_Silver_Fox) on [X](/post/tweet/1945094573530694041) 2025-07-15 12:14:19 UTC XXX followers, XXX engagements


"When I am building my $RCO.PA position at current levels I think of the page 👇"  
![@DB_Silver_Fox Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::278025055.png) [@DB_Silver_Fox](/creator/x/DB_Silver_Fox) on [X](/post/tweet/1889613226893054239) 2025-02-12 09:51:15 UTC XXX followers, XXX engagements


"Bought more $TFF.PA I have a significant exposure to the spirits industry. $RCO.PA close to XX% weight close to XX euro per share weighted average price. $TFF.PA close to XXX% weight with close to XX euro per share WAP. This is not an investment advice. Do you own due diligence"  
![@DB_Silver_Fox Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::278025055.png) [@DB_Silver_Fox](/creator/x/DB_Silver_Fox) on [X](/post/tweet/1901585877886738917) 2025-03-17 10:46:17 UTC XXX followers, XXX engagements