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[@finphysnerd](/creator/twitter/finphysnerd)
"Here's a unique short. I think that $INMD is a great short here. A lot of value guys look at it with good historical growth trading at 3x earnings ex cash and buying back shares aggressively. Unfortunately even if the buyback continues I think this is a value trap. Revenue is"  
![@finphysnerd Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4645503620.png) [@finphysnerd](/creator/x/finphysnerd) on [X](/post/tweet/1948376919453614377) 2025-07-24 13:37:11 UTC 4186 followers, 16.3K engagements


"@HasdrubaalBarca I've gotten burned enough on $CVNA. There's clearly some sort of business there. It's probably overvalued but I'm staying away"  
![@finphysnerd Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4645503620.png) [@finphysnerd](/creator/x/finphysnerd) on [X](/post/tweet/1948347868940849618) 2025-07-24 11:41:45 UTC 4186 followers, XXX engagements


"Cya later. $ENVX I'm not much of a lines on a chart guy but this really feels like something"  
![@finphysnerd Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4645503620.png) [@finphysnerd](/creator/x/finphysnerd) on [X](/post/tweet/1947661934762807531) 2025-07-22 14:16:05 UTC 4186 followers, 7475 engagements


"@smoothinvesting At a XX PE the $GLF franking credits aren't going to be significant and I think are offset by the discount+buybacks+other assets at Thakral. The buybacks make it particularly attractive"  
![@finphysnerd Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4645503620.png) [@finphysnerd](/creator/x/finphysnerd) on [X](/post/tweet/1948251569830465935) 2025-07-24 05:19:05 UTC 4181 followers, XX engagements


"If you invest in international stocks and aren't looking at the UK at the moment I don't know what you're doing"  
![@finphysnerd Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4645503620.png) [@finphysnerd](/creator/x/finphysnerd) on [X](/post/tweet/1917056791906857339) 2025-04-29 03:22:11 UTC 4186 followers, 20.6K engagements


"@evfcfaddict @dsmoak98 @ValuingDutchman Having a quick look through the numbers why did they issue 30m shares this year"  
![@finphysnerd Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4645503620.png) [@finphysnerd](/creator/x/finphysnerd) on [X](/post/tweet/1948404975257919602) 2025-07-24 15:28:40 UTC 4181 followers, XXX engagements


"One of my largest holdings is Halyk bank $HSBK a Eastern European bank trading at 3x earnings. Halyk is a high quality bank having grown earnings 5x in XX years with a XX% ROE. Even better the company has consistently paid out significant dividends with a XX% dividend yield"  
![@finphysnerd Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4645503620.png) [@finphysnerd](/creator/x/finphysnerd) on [X](/post/tweet/1948379930326106404) 2025-07-24 13:49:09 UTC 4186 followers, 7890 engagements


"This trade would have performed absurdly well a year ago but long Thakral $AWI.SI short Lifestyle Communities $LIC.AX is probably still a good trade here. You get a growing winner in the space at a deep discount through the holdco in Thakral and short the loser in $LIC"  
![@finphysnerd Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4645503620.png) [@finphysnerd](/creator/x/finphysnerd) on [X](/post/tweet/1948222368536797658) 2025-07-24 03:23:03 UTC 4180 followers, 1347 engagements


"It surprised me to not hear more chatter on fintwit about Melrose $MRO.l. it seems like a fantastic business at a cheap valuation buying back large amounts of stock. Downside is capped by the RRSP's worth almost the market cap and that balance will continue to grow"  
![@finphysnerd Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4645503620.png) [@finphysnerd](/creator/x/finphysnerd) on [X](/post/tweet/1948745707286135234) 2025-07-25 14:02:37 UTC 4186 followers, 1981 engagements


"@WingsORC Quite a few. $S19 $AWI $KUO $BHU $TCU $CTO"  
![@finphysnerd Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4645503620.png) [@finphysnerd](/creator/x/finphysnerd) on [X](/post/tweet/1947429945065803995) 2025-07-21 22:54:15 UTC 4180 followers, XXX engagements


"@Mihailo_Michael Not as cheap but probably less risky. I like it I'm in"  
![@finphysnerd Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4645503620.png) [@finphysnerd](/creator/x/finphysnerd) on [X](/post/tweet/1948403111669977189) 2025-07-24 15:21:16 UTC 4186 followers, XXX engagements


"@_punkcouple_ Yep that's why it's so cheap. But economies like Kazakhstan Georgia and Uzbekistan have actually performed quite well over the past few years"  
![@finphysnerd Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4645503620.png) [@finphysnerd](/creator/x/finphysnerd) on [X](/post/tweet/1948388997346324556) 2025-07-24 14:25:10 UTC 4186 followers, XXX engagements


"Shorted $DNUT last night. This rally doesn't hold attention is bouncing around between names. is genuinely a gift to short sellers who've survived the last X months"  
![@finphysnerd Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4645503620.png) [@finphysnerd](/creator/x/finphysnerd) on [X](/post/tweet/1948341997615648817) 2025-07-24 11:18:25 UTC 4179 followers, 1110 engagements


"Nibbled on $ASML. Would love it to keep falling so I can buy more"  
![@finphysnerd Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4645503620.png) [@finphysnerd](/creator/x/finphysnerd) on [X](/post/tweet/1948022554998050999) 2025-07-23 14:09:04 UTC 4179 followers, 1527 engagements