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[@Fenmagne](/creator/twitter/Fenmagne)
"Added the same amount of $CE Celanese at the exact same $XXXXX as in April completing the earlier XX% add and making it a full XXX% position increase versus my pre-April X position"  
[X Link](https://x.com/Fenmagne/status/1976695952153964622) [@Fenmagne](/creator/x/Fenmagne) 2025-10-10T17:06Z XXX followers, XXX engagements


"It's now below my buy price. I'm tempted even though the business is bad. The company is super cheap here. $WLN"  
[X Link](https://x.com/Fenmagne/status/1958305807507849374) [@Fenmagne](/creator/x/Fenmagne) 2025-08-20T23:11Z XXX followers, 1097 engagements


"Portfolio is now XX% chemicals. $CE $LYB $DOW $EVK"  
[X Link](https://x.com/Fenmagne/status/1977749091233779999) [@Fenmagne](/creator/x/Fenmagne) 2025-10-13T14:51Z XXX followers, 1268 engagements


"$CE has a sizeable operating leverage to any acetyls upturn"  
[X Link](https://x.com/Fenmagne/status/1977992312283386242) [@Fenmagne](/creator/x/Fenmagne) 2025-10-14T06:58Z XXX followers, XXX engagements


"Anyone looked into UK chemicals Johnson Matthey $JMAT Victrex $VCT Croda $CRDA"  
[X Link](https://x.com/Fenmagne/status/1960036585841557998) [@Fenmagne](/creator/x/Fenmagne) 2025-08-25T17:48Z XXX followers, XXX engagements


"Bought a XXX% position in $TMV.DE TeamViewer SE today at XXXXX. NTM 7.5x P/E XX% FCF yield; XX% GM XX% EBITDA XX% retention. 1E/DEX adds auto-remediation cross-sell & higher ACV. Delevering to XXX active buybacks CEO bought XX. Risks: $MSFT bundling SMB churn"  
[X Link](https://x.com/Fenmagne/status/1967511715597468127) [@Fenmagne](/creator/x/Fenmagne) 2025-09-15T08:52Z XXX followers, 1236 engagements


"Deep dive on TeamViewer $TMV.DE. A cash-generating software business priced as if its shrinking. In reality: recurring revenues solid downside protection 4060% margin of safety and potential upside of 150%+ if execution lands"  
[X Link](https://x.com/Fenmagne/status/1968040973600276833) [@Fenmagne](/creator/x/Fenmagne) 2025-09-16T19:55Z XXX followers, XXX engagements


"@siyul I like $TMV here. $WPP.L also getting interesting but I have again set a "outside circle of competence" additional MoS due to the complexity. The ones in this list might interest you but I haven't yet deep dived into them. Just a quick valuation which led them in there"  
[X Link](https://x.com/Fenmagne/status/1969491027489587266) [@Fenmagne](/creator/x/Fenmagne) 2025-09-20T19:57Z XXX followers, 1389 engagements


"Exited my entire position in $PSKY $PARA Paramount Skydance Corporation today at $XXXXX. First buy: XX Nov 2022 Last buy: XX Jun 2024 Exit: XX Sep 2025 Nominal gain: +65.2% Holding period: 2y10m Annualized return: XXXX% CAGR Position size as of selling = XX% of portfolio"  
[X Link](https://x.com/Fenmagne/status/1970523916637778168) [@Fenmagne](/creator/x/Fenmagne) 2025-09-23T16:21Z XXX followers, XXX engagements


"@capitalatrisk23 $EVK many factors sound great to my ears"  
[X Link](https://x.com/Fenmagne/status/1970650725308080635) [@Fenmagne](/creator/x/Fenmagne) 2025-09-24T00:45Z XXX followers, XXX engagements


"Just published a deep dive on $DIN (Dine Brands - Applebees & IHOP). Why Mr. Market is mispricing it where the risks lie and how the upside could be multiples from here. Read it here 👉"  
[X Link](https://x.com/Fenmagne/status/1971146111885902094) [@Fenmagne](/creator/x/Fenmagne) 2025-09-25T09:33Z XXX followers, XXX engagements


"Portfolio Performance (Nominal gain/loss %) as of 01/10/2025 $BPOST +21.40% $CE XXXXX% $CBL +7.18% $ATS +19.66% $DOW XXXX% $BRK.B +68.67% $OSB +43.66% $MRN +20.67% $HFG XXXX% $EVS +20.82% $BATS +71.02% $VTY +22.47% $DIN +13.92% $EVK XXXX% $TMV 4.95%"  
[X Link](https://x.com/Fenmagne/status/1973476608385442087) [@Fenmagne](/creator/x/Fenmagne) 2025-10-01T19:54Z XXX followers, XXX engagements


"$ATS (AT&S) will enter the defense market. Leoben site is being adapted to defense standards. Medium-term goal: mid double-digit m annual revenue. Thesis: planning reliability tech-led growth less cyclicality. ESG-aligned; supports Austrian jobs"  
[X Link](https://x.com/Fenmagne/status/1974022271464349719) [@Fenmagne](/creator/x/Fenmagne) 2025-10-03T08:02Z XXX followers, XXX engagements


"$AMD +35% / $ATS AT&S +7% OpenAI to deploy X GW of AMD Instinct GPUs (start: X GW in H226) + warrants for up to XXX m AMD shares (10%). Bullish read-through for AT&S as an AMD substrate supplier"  
[X Link](https://x.com/Fenmagne/status/1975189524771897655) [@Fenmagne](/creator/x/Fenmagne) 2025-10-06T13:20Z XXX followers, XXX engagements


"Bought a XXX% Position in $GXI Gerresheimer AG at XXXXX EUR per share today. 1/15"  
[X Link](https://x.com/Fenmagne/status/1976220839344472297) [@Fenmagne](/creator/x/Fenmagne) 2025-10-09T09:38Z XXX followers, 1590 engagements


"$KSPI update: price just dipped $XX but Im raising my MoS. New TGTP = $XX (was $75). Why: NBK at XX% (funding costs ) KZT weaker (USD EPS drag) 2025 dividends paused and Trkiye execution still in ramp. Great moat tougher macro deeper discount"  
[X Link](https://x.com/Fenmagne/status/1976707224907960618) [@Fenmagne](/creator/x/Fenmagne) 2025-10-10T17:51Z XXX followers, XXX engagements


"$LYB too cheap under $XX. A very good deal. Tried to buy a position but wanted to be XXX% sure and when I made the order market had closed X minutes prior. Will probably open monday up :/"  
[X Link](https://x.com/Fenmagne/status/1976741369763758150) [@Fenmagne](/creator/x/Fenmagne) 2025-10-10T20:07Z XXX followers, XXX engagements


"@andrew1corpora1 For $KSPI I underwrite a XX% CoE (NBK XX% KZT volatility weaker minority protections). A XXX P/E = XX% earnings yield below that hurdle. With 2025 dividends paused and Trkiye still ramping I need a deeper MoS (hence $60)"  
[X Link](https://x.com/Fenmagne/status/1976910407937015843) [@Fenmagne](/creator/x/Fenmagne) 2025-10-11T07:19Z XXX followers, XXX engagements


"So this week the price of $HFG reached XXXX and my buy price was 6.79; then it went up to XXXX (+15%) so I missed by XXXX. Then $LYB reached XX and I put my buy order X minutes after close when Monday will probably be a strong green. X very close misses"  
[X Link](https://x.com/Fenmagne/status/1977137856100680180) [@Fenmagne](/creator/x/Fenmagne) 2025-10-11T22:22Z XXX followers, XXX engagements


"Bought a XXX% position in $LYB LyondellBasell Industries N.V at $XXXXXX a share at the open"  
[X Link](https://x.com/Fenmagne/status/1977748248610603465) [@Fenmagne](/creator/x/Fenmagne) 2025-10-13T14:48Z XXX followers, XXX engagements


"Doubled my position in $GXI Gerresheimer at XXXXX EUR per share today"  
[X Link](https://x.com/Fenmagne/status/1978050060421353978) [@Fenmagne](/creator/x/Fenmagne) 2025-10-14T10:47Z XXX followers, XXX engagements


"$GXI Gerresheimer AG stock is back to 2010 levels aka XX years ago"  
[X Link](https://x.com/Fenmagne/status/1978051668307530054) [@Fenmagne](/creator/x/Fenmagne) 2025-10-14T10:54Z XXX followers, XXX engagements


"@valuesci Read it excellent framework. Two Qs to sharpen my view: (1) Whats your base-case path for utilization/closures (EU/Asia) over 2630 (2) Odds the EU protects vs letting US/ME product displace local Net: LT tailwind for $CE (ethylene buyer) and $DOW/ $LYB (ethane-advantaged)"  
[X Link](https://x.com/Fenmagne/status/1978109002920727015) [@Fenmagne](/creator/x/Fenmagne) 2025-10-14T14:41Z XXX followers, XXX engagements