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[@lukewinchester9](/creator/twitter/lukewinchester9)
"Got some pushback when I said $FND.AX was a sell a few months ago. Time will tell on the current issues but I think the general points remains for the average ASX investor it isn't worth the risk investing in companies with operations in emerging markets"  
[X Link](https://x.com/lukewinchester9/status/1976493374086734315) [@lukewinchester9](/creator/x/lukewinchester9) 2025-10-10T03:41Z 6103 followers, 4029 engagements


"@mondyinvest @MerewetherCap Me running a post-mortem on the original investment thesis trying to figure out whether we got it right or wrong:"  
[X Link](https://x.com/lukewinchester9/status/1979056447620096160) [@lukewinchester9](/creator/x/lukewinchester9) 2025-10-17T05:26Z 6103 followers, XXX engagements


"Always enjoy jumping on with @CMicrocaps and chatting microcaps. Brought a couple of more recent purchases in the Fund this time both purchased after 1H25 results earlier this year (and both businesses have only executed beautifully since)"  
[X Link](https://x.com/lukewinchester9/status/1980112997197709527) [@lukewinchester9](/creator/x/lukewinchester9) 2025-10-20T03:25Z 6105 followers, 3574 engagements


"$MXO.AX are driving great utilisation through their growing digital place based media network and inflected to strong profitability in FY25. Trading on forward 4-5x EBITDA and still growing strongly in an industry with strong tailwinds"  
[X Link](https://x.com/lukewinchester9/status/1980112999282364550) [@lukewinchester9](/creator/x/lukewinchester9) 2025-10-20T03:25Z 6105 followers, XXX engagements