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[@ulf_huse](/creator/twitter/ulf_huse)
"Og der var stub'en igjen priset til negativ verdi 🧐 .som leverte i snitt 200m+ EBIT i 2018-2023 vs mcap p 750m"  
![@ulf_huse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::743922388237230080.png) [@ulf_huse](/creator/x/ulf_huse) on [X](/post/tweet/1932715812588028276) 2025-06-11 08:25:32 UTC 8683 followers, 14.7K engagements


"THYSSENKRUPP MARINE HAVE ROADSHOWS IN NEW YORK THIS WEEK. MIGHT BRING SOME NEW BUYERS IN TKA. THANK YOU FOR YOUR ATTENTION TO THIS MATTER $TKA $TKMS"  
![@ulf_huse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::743922388237230080.png) [@ulf_huse](/creator/x/ulf_huse) on [X](/post/tweet/1942224225160368409) 2025-07-07 14:08:34 UTC 8680 followers, 10.1K engagements


"Why is renault trading at XX% FCFY for 2025 $RNO"  
![@ulf_huse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::743922388237230080.png) [@ulf_huse](/creator/x/ulf_huse) on [X](/post/tweet/1945458167162270152) 2025-07-16 12:19:06 UTC 8683 followers, 8133 engagements


"Legger ved en liten update p sum of the parts i $NORTHM. Aksjen har knapt holdt tritt med utviklingen i eiendelene. Fremdeles P/NAV 035x (ish)"  
![@ulf_huse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::743922388237230080.png) [@ulf_huse](/creator/x/ulf_huse) on [X](/post/tweet/1945898838520209497) 2025-07-17 17:30:10 UTC 8683 followers, 8506 engagements


"Its time for a Thyssenkrupp thread. $TKA I have spent X weeks on the case and every time I take a deeper look I find a new part that covers the entire market capand with a net cash position at 2x market cap. This is a potential multibagger with a lot of triggers coming up"  
![@ulf_huse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::743922388237230080.png) [@ulf_huse](/creator/x/ulf_huse) on [X](/post/tweet/1883466225696837840) 2025-01-26 10:45:15 UTC 8683 followers, 389.9K engagements


"TKMS with first ever investor pres Spinoff possibly in Oct👀 Two notes: Pic1&2: Market to double: revenue from 21bn to 42bn Pic3&4: margins to double - XX% in reach 420m EBIT potentially 200m next year Peers trading at 24x fwd - X per sh"  
![@ulf_huse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::743922388237230080.png) [@ulf_huse](/creator/x/ulf_huse) on [X](/post/tweet/1939771387364679682) 2025-06-30 19:41:52 UTC 8680 followers, 14.8K engagements


"De store blir dyrere og konsentrasjons-risk er kt voldsomt for index eiere siste 20r som flge av at alle skal eie de samme selskapene Bare takke og bukke for mulighetene dette gir stock pickers Utfallsrommet ker ogs voldsomt men treffer man p caset s er oppsiden stor"  
![@ulf_huse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::743922388237230080.png) [@ulf_huse](/creator/x/ulf_huse) on [X](/post/tweet/1895372361731579968) 2025-02-28 07:16:00 UTC 8675 followers, 22.1K engagements


"European car companies are basically being given away for free"  
![@ulf_huse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::743922388237230080.png) [@ulf_huse](/creator/x/ulf_huse) on [X](/post/tweet/1945899292473872521) 2025-07-17 17:31:59 UTC 8683 followers, 10.9K engagements