# ![@Fin_Eng_Net Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1538594701305073666.png) @Fin_Eng_Net Alan Gałecki – Financial-Engineering.net

Alan Gałecki – Financial-Engineering.net posts on X about $pypl, stocks, und, dividend the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1538594701305073666/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1538594701305073666/c:line/m:interactions.svg)

- [--] Week [------] -21%
- [--] Month [------] +19%
- [--] Months [-------] -35%
- [--] Year [-------] +17%

### Mentions: [--] [#](/creator/twitter::1538594701305073666/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1538594701305073666/c:line/m:posts_active.svg)

- [--] Week [--] -33%
- [--] Month [---] +50%
- [--] Months [---] +167%
- [--] Year [---] +15%

### Followers: [-----] [#](/creator/twitter::1538594701305073666/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1538594701305073666/c:line/m:followers.svg)

- [--] Week [-----] +1.10%
- [--] Month [-----] +3.50%
- [--] Months [-----] +9.30%
- [--] Year [-----] +29%

### CreatorRank: [-------] [#](/creator/twitter::1538594701305073666/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1538594701305073666/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  48.36% [finance](/list/finance)  36.07% [technology brands](/list/technology-brands)  13.93% [currencies](/list/currencies)  6.56% [countries](/list/countries)  4.1% [fashion brands](/list/fashion-brands)  4.1% [automotive brands](/list/automotive-brands)  3.28% [cryptocurrencies](/list/cryptocurrencies)  2.46% [social networks](/list/social-networks)  2.46% [celebrities](/list/celebrities)  1.64%

**Social topic influence**
[$pypl](/topic/$pypl) #895, [stocks](/topic/stocks) 9.02%, [und](/topic/und) #3752, [dividend](/topic/dividend) 7.38%, [in the](/topic/in-the) 6.56%, [strong](/topic/strong) 6.56%, [debt](/topic/debt) #1617, [food](/topic/food) 4.92%, [market cap](/topic/market-cap) 4.92%, [business](/topic/business) 4.1%

**Top accounts mentioned or mentioned by**
[@ttt_financial](/creator/undefined) [@jusifov](/creator/undefined) [@secrets4stocks](/creator/undefined) [@starfi1860](/creator/undefined) [@krappsholidy](/creator/undefined) [@stock_bonvivant](/creator/undefined) [@stockbonvivant](/creator/undefined) [@tttfinancial](/creator/undefined) [@ppinvest](/creator/undefined) [@dasacom](/creator/undefined) [@bobertbedford](/creator/undefined) [@salahbouhmidi](/creator/undefined) [@leonelissen](/creator/undefined) [@hesselmoritz](/creator/undefined) [@frankemedia](/creator/undefined) [@mrderivatives](/creator/undefined) [@riccardino999](/creator/undefined) [@highflyjonny](/creator/undefined) [@geldschmid](/creator/undefined) [@patthetikk](/creator/undefined)

**Top assets mentioned**
[PayPal Holdings Inc (PYPL)](/topic/$pypl) [Kenvue Inc. (KVUE)](/topic/$kvue) [Kimberly Clark Corp (KMB)](/topic/$kmb) [Diageo plc (DEO)](/topic/$deo) [Nike Inc (NKE)](/topic/$nke) [Novo-Nordisk (NVO)](/topic/$nvo) [Brown-Forman Corporation Class B (BF.B)](/topic/$bfb) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Johnson & Johnson (JNJ)](/topic/$jnj) [Altria Group Inc (MO)](/topic/$mo) [BP p.l.c. (BP)](/topic/$bp) [Zoom Video Communications Inc (ZM)](/topic/$zm) [Philip Morris International Inc. (PM)](/topic/$pm) [Kyndryl Holdings, Inc. (KD)](/topic/$kd) [Eli Lilly and Company (LLY)](/topic/$lly) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Versant Media Group, Inc. Class A Common Stock (VSNT)](/topic/$vsnt) [United Therapeutics, Corp. (UTHR)](/topic/$uthr) [Block, Inc. (XYZ)](/topic/$xyz) [Unilever plc (UL)](/topic/$ul) [Walmart, Inc. (WMT)](/topic/$wmt) [Crocs, Inc. (CROX)](/topic/$crox)
### Top Social Posts
Top posts by engagements in the last [--] hours

"My guess: the new CEO will continue repurchasing shares eventually selling $PYPL. this doesnt mean shareholders will benefit immensely though. If shares continue dipping and share count falls strongly the takeover price will decrease dramatically. $XYZ $PYPL I don't think PayPal's new CEO Enrique Lores has any interest in turning the business around. I think he took the job because he saw a pattern. When he was an exec at HP he saw an organization that was slow-moving operationally complex overly diversified. And $XYZ $PYPL I don't think PayPal's new CEO Enrique Lores has any interest in"  
[X Link](https://x.com/Fin_Eng_Net/status/2022642215219270075)  2026-02-14T12:00Z [----] followers, [---] engagements


"Wer sich fr den anstehenden Brsengang der Eissparte von Unilever $ULVR The Magnum Ice Cream Company am kommenden Montag interessiert: Hier meine Einschtzung fr ThePioneer: https://www.thepioneer.de/originals/others/articles/die-chancen-und-risiken-der-magnum-aktie https://www.thepioneer.de/originals/others/articles/die-chancen-und-risiken-der-magnum-aktie"  
[X Link](https://x.com/Fin_Eng_Net/status/1995829963497635957)  2025-12-02T12:18Z [----] followers, [----] engagements


"Ever wondered how to invest directly in the phenomenon that is @jimcramer There's a stock that lets you do just that without betting on his picks. Thread on a fresh opportunity in media. Pull up your sleeves. 1/5"  
[X Link](https://x.com/Fin_Eng_Net/status/2021926414552068329)  2026-02-12T12:36Z [----] followers, [---] engagements


"Dive deeper into the numbers forecasts and why this "Cramer play" demands caution. My full analysis here: 👇 What do you thinkbuy or beware 5/5 https://financial-engineering.net/investing-in-jim-cramer-with-this-stock/ https://financial-engineering.net/investing-in-jim-cramer-with-this-stock/"  
[X Link](https://x.com/Fin_Eng_Net/status/2021926431450714391)  2026-02-12T12:36Z [----] followers, [---] engagements


"Huge difference Mercedes-Benz Group AG: Jefferies Cuts Target To [--] From [--] Mercedes-Benz Group AG: Jefferies Cuts Target To [--] From 65"  
[X Link](https://x.com/Fin_Eng_Net/status/2022222031648174196)  2026-02-13T08:11Z [----] followers, [---] engagements


"Agree on $WMT Walmart P/E: [-----] Amazon P/E: [-----] This makes NO sense. At all Walmart P/E: [-----] Amazon P/E: [-----] This makes NO sense. At all"  
[X Link](https://x.com/Fin_Eng_Net/status/2022645279242277296)  2026-02-14T12:13Z [----] followers, [---] engagements


"😅 yes $crox always has these insane moves every few months and then I check on the stock and its always trading at the same price. $crox always has these insane moves every few months and then I check on the stock and its always trading at the same price"  
[X Link](https://x.com/Fin_Eng_Net/status/2021961834455085303)  2026-02-12T14:57Z [----] followers, [---] engagements


"RT @TheDealMakerGuy: A Polish YouTuber just heated his house by burning [---] Lidl donuts in his stove. 14C22C. Burned for 5+ hours. Don"  
[X Link](https://x.com/Fin_Eng_Net/status/2022083191692308612)  2026-02-12T22:59Z [----] followers, [----] engagements


"Peak slam dunk contest February [--] [----]. 🐐 https://t.co/PpkzoQMcUH February [--] [----]. 🐐 https://t.co/PpkzoQMcUH"  
[X Link](https://x.com/Fin_Eng_Net/status/2022223070174581120)  2026-02-13T08:15Z [----] followers, [---] engagements


"Wer htte das gedacht dass da der Stecker gezogen wrde sobald der Hahn abgedreht wird Geschfte mssen sich selbst tragen knnen. Nachdem die steuerliche Frderung fr Elektroautos in den USA weggefallen ist haben die Auto-Riesen GM Ford und Stellantis ihre Elektro-Projekte massiv heruntergefahren und in Summe $50 Mrd. abgeschrieben weshalb das @WSJ nun ein Platzen der "EV Bubble" konstatiert. https://t.co/aGA6C9ZYAJ Nachdem die steuerliche Frderung fr Elektroautos in den USA weggefallen ist haben die Auto-Riesen GM Ford und Stellantis ihre Elektro-Projekte massiv heruntergefahren und in Summe $50"  
[X Link](https://x.com/Fin_Eng_Net/status/2022261337980551504)  2026-02-13T10:47Z [----] followers, [---] engagements


"This looks so ugly. ✂ Casino 🎰 China to ban half-steering wheels in new safety standard. https://t.co/hnzmvTn1gk China to ban half-steering wheels in new safety standard. https://t.co/hnzmvTn1gk"  
[X Link](https://x.com/Fin_Eng_Net/status/2022738255465132290)  2026-02-14T18:22Z [----] followers, [---] engagements


"Didnt know that 😮 On this day in [----] Michael Jordan wore number [--] after his iconic [--] jersey was stolen before the game in Orlando 😳 Jordan scored [--] points in the 135-129 OT loss to the expansion Magic. https://t.co/UkLIwNr18V On this day in [----] Michael Jordan wore number [--] after his iconic [--] jersey was stolen before the game in Orlando 😳 Jordan scored [--] points in the 135-129 OT loss to the expansion Magic. https://t.co/UkLIwNr18V"  
[X Link](https://x.com/Fin_Eng_Net/status/2022738403612131351)  2026-02-14T18:23Z [----] followers, [---] engagements


"🤨 Will $ENB ever pay off its debt Over $100bn and seems to go up every year along with more dilution as the sharecount on a steady growth pace. Dividend hounds worship the ground it walks on along w/ other pipes. "It's all fun & games until the pref ponzi market runs dry Roger." https://t.co/0AFeVw7nwH Will $ENB ever pay off its debt Over $100bn and seems to go up every year along with more dilution as the sharecount on a steady growth pace. Dividend hounds worship the ground it walks on along w/ other pipes. "It's all fun & games until the pref ponzi market runs dry Roger.""  
[X Link](https://x.com/Fin_Eng_Net/status/2022760015929413879)  2026-02-14T19:49Z [----] followers, [---] engagements


"Back from a day off the first three post in my timeline are about $PYPL. leave me alone"  
[X Link](https://x.com/Fin_Eng_Net/status/2023111098229195051)  2026-02-15T19:04Z [----] followers, [---] engagements


"Was this during warm up or what OMG THE DUNK CONTEST IS OFFICIALLY DEAD 😭😭😭 JAXSON HAYES WTF WAS THAT 💀 https://t.co/vpfOLnnMPE OMG THE DUNK CONTEST IS OFFICIALLY DEAD 😭😭😭 JAXSON HAYES WTF WAS THAT 💀 https://t.co/vpfOLnnMPE"  
[X Link](https://x.com/Fin_Eng_Net/status/2023112165222498452)  2026-02-15T19:08Z [----] followers, [---] engagements


"Die Leute die das Fahren zu schtzen wissen holen und pflegen ein lteres Auto keine fahrende Spielothek. Es hat schon seine Grnde warum gebrauchte stabile Preise aufrufen. Ich hatte die letzten Tage mal ganz unvoreingenommen einen modernen Neuwagen zum Testen. Einfach um mir selbst zu beweisen dass ich vielleicht unfair bin und die Technik ja inzwischen wirklich hilfreich sein knnte. Ich lag falsch. Sehr falsch. Es ist gar nicht hilfreich https://t.co/oxb0t6CIZM Ich hatte die letzten Tage mal ganz unvoreingenommen einen modernen Neuwagen zum Testen. Einfach um mir selbst zu beweisen dass ich"  
[X Link](https://x.com/Fin_Eng_Net/status/2023114849388048602)  2026-02-15T19:19Z [----] followers, [---] engagements


"There it is: the must-own buy-and-hold-forever if-it-falls-i-buy-more-no-matter-what stock has not only fallen by 40% over the last ten years but now also the last remaining argument has fallen. $ARE investing is NOT about the past (which is even questionable here)"  
[X Link](https://x.com/Fin_Eng_Net/status/1996214267394060308)  2025-12-03T13:45Z [----] followers, [----] engagements


"So a new positive view and endorsement for $ACHV. Financial-Engineering (dot) net Premium PLUS members have known the stock for almost a year now. they nicely sum up what my report + subsequent updates are about. very interesting + attractive case indeed"  
[X Link](https://x.com/anyuser/status/2006354832505049188)  2025-12-31T13:20Z [----] followers, [----] engagements


"What you get from Financial-Engineering (dot) net: ✅want to avoid future losers like $PYPL $NKE $NVO $PFE alcohol + food stocks potential dividend cuts etc. my free weekly newsletter ✅ want to be ahead of future news + uncover stocks like the case below before others do join as a member links + a small thank you ($ACHV report for free) in answer below👇 So a new positive view and endorsement for $ACHV. Financial-Engineering (dot) net Premium PLUS members have known the stock for almost a year now. they nicely sum up what my report + subsequent updates are about. very interesting + attractive"  
[X Link](https://x.com/anyuser/status/2006356710361903161)  2025-12-31T13:28Z [----] followers, [----] engagements


"🧵1/9 Think consumer staples like Conagra Brands $CAG are still rock-solid defensive plays Think again. In my latest piece I dive into why these "safe" stocks have morphed into aggressive risks. Fragile balance sheets + fading growth stories challenge old wisdoms. Let's break it down. https://twitter.com/i/web/status/2006714893664206886 https://twitter.com/i/web/status/2006714893664206886"  
[X Link](https://x.com/Fin_Eng_Net/status/2006714893664206886)  2026-01-01T13:11Z [----] followers, [----] engagements


"$ABF owns Primark the budget fashion powerhouse alongside food sugar grocery and agriculture arms. A FTSE [---] staple with roots in bakeries since [----]. In fact ABF is more a clothing retailer than a food business. Long-term the stock has been a steady performer but the ATH was made in late-2015. https://twitter.com/i/web/status/2011741022368198700 https://twitter.com/i/web/status/2011741022368198700"  
[X Link](https://x.com/Fin_Eng_Net/status/2011741022368198700)  2026-01-15T10:03Z [----] followers, [---] engagements


"Of course who is not thinking instantly about Birkenstocks $BIRK when its TACO time"  
[X Link](https://x.com/Fin_Eng_Net/status/2014067416507052039)  2026-01-21T20:07Z [----] followers, [---] engagements


"1/ Safe 20% with Kenvue Thats the topic of my latest free weekly. Kenvue $KVUE spun off from $JNJ in [--] got a $48.7B takeover bid from Kimberly-Clark $KMB in Nov [--] at $21.01/share. Stock now $17looks like 20% upside. But is it real Let's break it down👇 $KVUE $KMB"  
[X Link](https://x.com/Fin_Eng_Net/status/2014329498456486190)  2026-01-22T13:29Z [----] followers, [----] engagements


"@DvdndDiplomats While their previous ballast Kenvue $KVUE 📉"  
[X Link](https://x.com/Fin_Eng_Net/status/2015461345190170996)  2026-01-25T16:26Z [----] followers, [---] engagements


"Interesting from Kimberly-Clarks earnings. $KMB shows strong volume uptick however where is the pricing power of branded products many were talking about not too long ago it seems the reality is more volume OR pricing not both"  
[X Link](https://x.com/Fin_Eng_Net/status/2016119094806769718)  2026-01-27T12:00Z [----] followers, [----] engagements


"@George_Dubs_ Ah sure have been hating as you call it alcohol stocks for at least two years. 🥃😁 $RI.PA $DEO $DGE.L $BF.A $BF.B"  
[X Link](https://x.com/Fin_Eng_Net/status/2016191326954381695)  2026-01-27T16:47Z [----] followers, [--] engagements


"I still dont get it how this one $RCO.PA traded at 5x the current price in the past expects operating earnings to decline in the double digits margins under pressure. Margins could be close to the bottom but it trades for more than 2x EV / sales + 20x earnings"  
[X Link](https://x.com/Fin_Eng_Net/status/2016854429325017428)  2026-01-29T12:42Z [----] followers, [---] engagements


"Altria $MO reports Marlboro volumes dropping by a cool 12.6% the previously almost-dead discount segment doubled () volumes. consumers do NOT care about strong brands and pricing power. Marlboro market share fell below 40% the first time I can remember. oral tobacco and within on the glimmer of hope couldnt offset it. but yes buy and hold for the long term. I was too early but Altria is dying https://twitter.com/i/web/status/2016867915899834806 https://twitter.com/i/web/status/2016867915899834806"  
[X Link](https://x.com/Fin_Eng_Net/status/2016867915899834806)  2026-01-29T13:35Z [----] followers, [----] engagements


"Wow $ADM From @StockJabber newsletter"  
[X Link](https://x.com/Fin_Eng_Net/status/2018237620271157548)  2026-02-02T08:18Z [----] followers, [---] engagements


"@TCII_Blog Dont think so. golden parachute for $KVUE management not having to deal with a looming dividend cut and deteriorating business. all the while $KMB buys the headaches and massively worsens its balance sheet. https://financial-engineering.net/safe-20-with-kenvue/ https://financial-engineering.net/safe-20-with-kenvue/"  
[X Link](https://x.com/Fin_Eng_Net/status/2018271612504510759)  2026-02-02T10:33Z [----] followers, [---] engagements


"Jan [--] is over. heres what I published on my blog Financial-Engineering (dot) net (link in bio): 👉 5x free weeklies ✅ 1x new member-only research report with a new stock idea overview"  
[X Link](https://x.com/Fin_Eng_Net/status/2018309359298609553)  2026-02-02T13:03Z [----] followers, [---] engagements


"5/ on the surface it looks like Kenvue $KVUE the former consumer care unit of $JNJ has some upside left. The big from $KMB was about 20% higher than the current $KVUE share price trades at. but theres a catch: https://financial-engineering.net/safe-20-with-kenvue/ https://financial-engineering.net/safe-20-with-kenvue/"  
[X Link](https://x.com/Fin_Eng_Net/status/2018309383118041450)  2026-02-02T13:03Z [----] followers, [---] engagements


"Zwar nicht reprsentativ fr die ganze Welt aber Alkoholaktien werden weiter leiden. ob Heineken Anheuser-Busch Constellation Brands bei Spirituosen bin ich auf die Zahlen im Laufe des Monats gespannt. Gesnderer Lebensstil als Grund: Bierabsatz in Deutschland sinkt auf Rekordtief https://t.co/pNoZrIMKC3 Gesnderer Lebensstil als Grund: Bierabsatz in Deutschland sinkt auf Rekordtief https://t.co/pNoZrIMKC3"  
[X Link](https://x.com/Fin_Eng_Net/status/2018312250390364590)  2026-02-02T13:15Z [----] followers, [----] engagements


"@BobertBedford @jay_21_ Not so sure as $HUN e.g. Relies to a big part on the housing market. the must be a catalyst to jack up chemicals prices (or massively send input commodities lower). I can be wrong but all said uncompetitive behavior is keeping prices down. Every quarter the same"  
[X Link](https://x.com/Fin_Eng_Net/status/2018383055652618400)  2026-02-02T17:56Z [----] followers, [--] engagements


"Big Oil about to slash shareholder distributions The FT came out with an article. I had similar thought but nine months before. while dividends likely will be defended buybacks are not safe anymore at least on the previous levels. $SHEL $TTE $BP $CVX $XOM"  
[X Link](https://x.com/Fin_Eng_Net/status/2018415278388887777)  2026-02-02T20:04Z [----] followers, [---] engagements


"PepsiCo $PEP today with strong results really 👇"  
[X Link](https://x.com/Fin_Eng_Net/status/2018743459616854421)  2026-02-03T17:48Z [----] followers, [---] engagements


"I remain skeptical about uranium knowing this is a hugely contrarian call. Many will laugh. but many also laughed when"  
[X Link](https://x.com/Fin_Eng_Net/status/2019016447964680584)  2026-02-04T11:53Z [----] followers, [---] engagements


"but many also laughed when I was skeptical about alcohol stocks $PYPL $NKE food stocks / consumer staples Fannie Mae (after the easy money in Q4 [----] where it was a stock idea on my blog) $BRK.A $BRK.B"  
[X Link](https://x.com/Fin_Eng_Net/status/2019016449738912138)  2026-02-04T11:53Z [----] followers, [---] engagements


"Let the games begin https://seekingalpha.com/news/4547906-hims-hers-launches-copy-novos-wegovy-pill https://seekingalpha.com/news/4547906-hims-hers-launches-copy-novos-wegovy-pill"  
[X Link](https://x.com/Fin_Eng_Net/status/2019444862374846536)  2026-02-05T16:15Z [----] followers, [---] engagements


"Software deserves it to have been dry-shaved finally. after BS-ing investors with strong free cash flow generation and buybacks that mostly only offset dilution from stock based compensation. one positive example is Zoom $ZM many still hate it and think its one of many conferencing tools only. beyond that discussion it was one of the first to aggressively REDUCE stock based compensation while the FCF was used to buy back stock net. together with a balance sheet flush with cash my investment thesis evolved solidly over time and even improved through buybacks gaining traction the Anthropic find"  
[X Link](https://x.com/Fin_Eng_Net/status/2019705210541576353)  2026-02-06T09:30Z [----] followers, [----] engagements


"Gestern war ich im Brsenradio @boersenradio zu Gast im Gesprch mit Peter Heinrich. wir sprachen ber Altria $MO Zoom $ZM Achieve Life Sciences $ACHV Associated British Foods $ABF.L PayPal $PYPL 👇 https://www.boersenradio.de/45204-Brsenradio-Alan-Galecki-PayPal-Zoom https://www.boersenradio.de/45204-Brsenradio-Alan-Galecki-PayPal-Zoom"  
[X Link](https://x.com/Fin_Eng_Net/status/2019732700702359936)  2026-02-06T11:19Z [----] followers, [---] engagements


"@DiscountedTr $CVNA"  
[X Link](https://x.com/Fin_Eng_Net/status/2020051903959167323)  2026-02-07T08:27Z [----] followers, [---] engagements


"This reminds me of The Honest Company Beyond Meat the vegan milk company I even forgot the name of and all the other failed garbage. at least its bio-degradable. https://www.forbes.com/sites/chloesorvino/2026/02/06/jennifer-garners-once-upon-a-farm-goes-public-at-a-724-million-valuation/ https://www.forbes.com/sites/chloesorvino/2026/02/06/jennifer-garners-once-upon-a-farm-goes-public-at-a-724-million-valuation/"  
[X Link](https://x.com/Fin_Eng_Net/status/2020134973743739131)  2026-02-07T13:58Z [----] followers, [---] engagements


"Lets check again in [---] months. Wouldnt be surprised if it falls 5080% by then. Jennifer Garner's baby food company just IPO'd. Lost $24 million last year $724mm valuation. Popped 17% first day. Meanwhile PE sponsors are sitting on 6-year holds raising continuation vehicles and praying for an exit. The IPO window is open. Just not for you. https://t.co/Da3vKosYMl Jennifer Garner's baby food company just IPO'd. Lost $24 million last year $724mm valuation. Popped 17% first day. Meanwhile PE sponsors are sitting on 6-year holds raising continuation vehicles and praying for an exit. The IPO"  
[X Link](https://x.com/Fin_Eng_Net/status/2020457928629588396)  2026-02-08T11:21Z [----] followers, [---] engagements


"@ttt_financial @FXDIRK @SalahBouhmidi @Fongern_FX @MacroTechnicals @jusifov @LeoNelissen @heikelehner @f_wintersberger @studentofcycles @HesselMoritz @ppinvest @Stock_Bonvivant @krappsholidy @ball_hartwig @franke_media Mache mir da eher weniger Gedanken um die Whrung als solche. Das Steuern die Unternehmen fr mich. In Rupien bin ich nicht investiert 😀"  
[X Link](https://x.com/Fin_Eng_Net/status/2020809579936768028)  2026-02-09T10:38Z [----] followers, [---] engagements


"What seemingly no one questions why does $PM Philip Morris still not disclose operating margins on a segment level maybe bc the smoke free stuff is barely profitable I mean this is no small segment anymore. I continue to believe that cigs still generate most of cash flow if not all as smokefree consumes much money for investments and marketing. https://twitter.com/i/web/status/2020817047895060661 https://twitter.com/i/web/status/2020817047895060661"  
[X Link](https://x.com/Fin_Eng_Net/status/2020817047895060661)  2026-02-09T11:08Z [----] followers, [----] engagements


"And dont forget when the unexpected happens a STRONGER USD then this huge growth story turns into an extinguished cigarette butt. $PM is one of the biggest beneficiaries of a lower USD. and one of the most hurt it the tide turns. What seemingly no one questions why does $PM Philip Morris still not disclose operating margins on a segment level maybe bc the smoke free stuff is barely profitable I mean this is no small segment anymore. I continue to believe that cigs still generate most of cash https://t.co/mbKoP9CAHk What seemingly no one questions why does $PM Philip Morris still not disclose"  
[X Link](https://x.com/Fin_Eng_Net/status/2020817862483464355)  2026-02-09T11:11Z [----] followers, [---] engagements


"$KD oh no not another one"  
[X Link](https://x.com/Fin_Eng_Net/status/2020853936203108370)  2026-02-09T13:34Z [----] followers, [----] engagements


"@QuipusCapital Yes agree. Dividend commitments / reluctance to cut is crippling many companies. Same for alcohol and food stocks"  
[X Link](https://x.com/Fin_Eng_Net/status/2020975507500827114)  2026-02-09T21:38Z [----] followers, [---] engagements


"This is a common issue among many companies. Dividend commitments / reluctance to cut out of fear to send the stock lower is crippling many companies. Same for alcohol and food stocks. I am sure dividend cuts in many cases would be a net positive. Maybe not on day one but even this isnt ruled out. Just slash these unnecessary burdens announce massive deleveraging and buy back stock if multiples are low. Much better than sitting it out and waiting till it gets worse. Many are touting the recent decision by $LYB to maintain the dividend which is not covered by operations based on cost cuts low"  
[X Link](https://x.com/Fin_Eng_Net/status/2020976120162816304)  2026-02-09T21:40Z [----] followers, [---] engagements


"@Mr_Derivatives Already the fact that seemingly everyone sees value here makes me highly skeptical. seems we need another PayPal moment. $PYPL $ADBE"  
[X Link](https://x.com/Fin_Eng_Net/status/2021141280181350563)  2026-02-10T08:36Z [----] followers, [---] engagements


"$TMV TeamViewer Dachte eigentlich dass schon zwischen [----] EUR der Boden drin wre Nachdem alles einmal durchjustiert ist bleibt im Ausblick ein Wachstum von 03% mit fallender adjustierter EBITDA Marge. und weiter hohe Schulden. nein danke"  
[X Link](https://x.com/Fin_Eng_Net/status/2021147605665812887)  2026-02-10T09:01Z [----] followers, [---] engagements


"Early / long-term investors in Prada $1913.HK have seen a return of 2.2% respectively 0.2% CAGR. from its recent high in early [----] the stock lost around 40%. despite relatively solid operating performance. the critical Q is now will miu miu be able to sustain its pace"  
[X Link](https://x.com/Fin_Eng_Net/status/2021155639649554435)  2026-02-10T09:33Z [----] followers, [---] engagements


"$BP The underlying issues go much deeper. net debt of 22B sound manageable but you need to add decommissioning costs another roughly 20B. and: their reserve life is less than [--] yrs. now you know why $SHEL back-stepped (itself drying out on low reserves). BP shares down -4.7% as of 10:56am local time. Board suspend the share buyback and will fully allocate excess cash to accelerate strengthening of the balance sheet. And guidance for shareholder distributions to be in the range of 30-40% of operating cash flow is "now retired'. https://t.co/vPqeCaXOIk BP shares down -4.7% as of 10:56am local"  
[X Link](https://x.com/Fin_Eng_Net/status/2021196434054447540)  2026-02-10T12:15Z [----] followers, [---] engagements


"@jusifov Hoffentlich kommen bei denen nicht hnliche Gruselgespenster zum Vorschein wie bei der ehemaligen Tochter $KD"  
[X Link](https://x.com/Fin_Eng_Net/status/2021197182783881318)  2026-02-10T12:18Z [----] followers, [---] engagements


"Want to know why $SHEL.L back-stepped from buying $BP.L Shell is short on reserves BP is short on reserves (my est. 7yrs. After todays announced 90% reserves replacement ratio) that would not have solved problems but created many more"  
[X Link](https://x.com/Fin_Eng_Net/status/2021199584144576607)  2026-02-10T12:28Z [----] followers, [---] engagements


"Meine Reden. wer von Alkohol-Aktien PayPal und Adobe noch nicht genug hatte is hier gut bedient. (geht um $HIMS) Fr mich war das Unternehmen nie ein Investment. Aber es wurde sehr hufig hier auf X erwhnt. Jetzt habe ich mir doch einiges dazu durchgelesen und was soll ich sagen Es ist der Inbegriff einer 🚩 Eine meiner Regeln lautet: Investiere nicht in Aktien die auf Social Media oder Fr mich war das Unternehmen nie ein Investment. Aber es wurde sehr hufig hier auf X erwhnt. Jetzt habe ich mir doch einiges dazu durchgelesen und was soll ich sagen Es ist der Inbegriff einer 🚩 Eine meiner"  
[X Link](https://x.com/Fin_Eng_Net/status/2021279931016061092)  2026-02-10T17:47Z [----] followers, [----] engagements


"@OilHeadlineNews Stock is up solidly and sold bikes in the most important market US in Q4 were actually up"  
[X Link](https://x.com/Fin_Eng_Net/status/2021280516989714768)  2026-02-10T17:50Z [----] followers, [--] engagements


"@Riccardino999 The sector yes agree. but BP not. keep in mind to subtract leasing from FCF (IFRS acounting). FCF is not really high just 8B of which 5B go for the dividend. 20B decommissioning costs coming. hope youre right on Brazil and that they make something of it"  
[X Link](https://x.com/Fin_Eng_Net/status/2021282432322855050)  2026-02-10T17:57Z [----] followers, [--] engagements


"@Mr_Derivatives Not even $PYPL"  
[X Link](https://x.com/Fin_Eng_Net/status/2021327970955039005)  2026-02-10T20:58Z [----] followers, [---] engagements


"Why I am very cautious with consumer stocks especially the defensive ones: Sales increases can mask real consumption stagnation pricing is often a driver not underlying demand. Check if people buy more vs. spend more for the same (or even less). see the case of $PG"  
[X Link](https://x.com/Fin_Eng_Net/status/2021494920570454518)  2026-02-11T08:02Z [----] followers, [---] engagements


"Referring to my earlier post $HEIA.AS Heineken stock climbed 4% after results but: total volumes down again 1.2% net sales down 3.6% volumes fall but aggressive pricing taken (+5.8% in Q4 but yes inflation is falling towards 2%) not a good combo 44B EUR market cap + 14B EUR net debt = 58B EUR enterprise value their free operating cash flow = 2.6B EUR my real free cash flow = 2.3B EUR (dont forget to subtract leasing which are operating cost not shareholder pleasures) 25x EV / FCF 🤔 https://twitter.com/i/web/status/2021507672378401276 https://twitter.com/i/web/status/2021507672378401276"  
[X Link](https://x.com/Fin_Eng_Net/status/2021507672378401276)  2026-02-11T08:52Z [----] followers, [---] engagements


"Meine Analyse zu Eli Lilly $LLY fr The Pioneer: 👇 https://www.thepioneer.de/originals/others/articles/ozempic-abnehmspritze-eli-lilly-novo-nordisk-aktie https://www.thepioneer.de/originals/others/articles/ozempic-abnehmspritze-eli-lilly-novo-nordisk-aktie"  
[X Link](https://x.com/Fin_Eng_Net/status/2021511852417507377)  2026-02-11T09:09Z [----] followers, [---] engagements


"I still dont get it who is buying $KHC Kraft-Heinz stock in the belief that something will change for the better this is an empty bottle. Heres your value menu: the celebrated split is now suddenly postponed sales for the year and Q4 [----] strongly down gross margins down so much on strong brands and pricing power volumes continue to fall rapidly dont tell me 5% on volumes is a strong achievement pricing power zero North American market the weakest bottom line: this is at best a rotten tomato. https://twitter.com/i/web/status/2021565852395405807"  
[X Link](https://x.com/Fin_Eng_Net/status/2021565852395405807)  2026-02-11T12:43Z [----] followers, [---] engagements


"@StockMKTNewz I remember especially the $NKE buy as having been extremely hyped"  
[X Link](https://x.com/Fin_Eng_Net/status/2021657129111921124)  2026-02-11T18:46Z [----] followers, [---] engagements


"@BuffaloBillCo @bucketshopcap Ask all those consumer companies that post falling volumes"  
[X Link](https://x.com/Fin_Eng_Net/status/2021713522095538307)  2026-02-11T22:30Z [----] followers, [---] engagements


"Hmm so no $PYPL buyout from @elonmusk 🤔 Next one big tech. But who. NEWS: Money will be launching in 1-2 months in a limited external beta and then worldwide to all users later. Elon Musk: "This is intended to be the place where all the money is. The central source of all monetary transactions. It's going to be a game-change." https://t.co/ObbKDyCVXJ NEWS: Money will be launching in 1-2 months in a limited external beta and then worldwide to all users later. Elon Musk: "This is intended to be the place where all the money is. The central source of all monetary transactions. It's going to be"  
[X Link](https://x.com/Fin_Eng_Net/status/2021715971996876814)  2026-02-11T22:40Z [----] followers, [---] engagements


"Clearly a hidden gem inside Google $GOOGL artificial intelligence meets natural stupidity https://www.techspot.com/news/111233-waymo-admits-autopilot-often-guys-philippines.html https://www.techspot.com/news/111233-waymo-admits-autopilot-often-guys-philippines.html"  
[X Link](https://x.com/Fin_Eng_Net/status/2021866957721485640)  2026-02-12T08:40Z [----] followers, [--] engagements


"Clearly a hidden gem inside Google $GOOGL Waymo admits that its autopilot is often just guys from thePhilippines artificial intelligence meets natural stupidity https://www.techspot.com/news/111233-waymo-admits-autopilot-often-guys-philippines.html https://www.techspot.com/news/111233-waymo-admits-autopilot-often-guys-philippines.html"  
[X Link](https://x.com/Fin_Eng_Net/status/2021867119835594820)  2026-02-12T08:41Z [----] followers, [---] engagements


"@European_DGI At least they are showing volume growth. rare among consumer staples"  
[X Link](https://x.com/Fin_Eng_Net/status/2021867282796872018)  2026-02-12T08:41Z [----] followers, [---] engagements


"Jim Cramer's voice echoes across markets shaping opinions and trades. But what if you could own a piece of the platform that amplifies him Enter Versant Media Group $VSNT fresh from its Comcast spin-off earlier this year. 2/5"  
[X Link](https://x.com/Fin_Eng_Net/status/2021926419618836580)  2026-02-12T12:36Z [----] followers, [--] engagements


"$VSNT owns CNBC the home of Mad Money. Post-spin-off its shares have already seen sharp moves the stock has halved from its high. Is this an undervalued baby-gem thrown out with the bath water or a trap in a shifting industry 3/5"  
[X Link](https://x.com/Fin_Eng_Net/status/2021926423766638762)  2026-02-12T12:36Z [----] followers, [--] engagements


"Cable TV's glory days are fading fast cord-cutting streaming wars subscriber drops. $VSNT's heavy reliance here raises big questions. But is this maybe already priced in 3.8x PE 5-6x EV / FCF 1x net debt / EBITDA Low multiples tempt but hidden risks lurk. 4/5"  
[X Link](https://x.com/Fin_Eng_Net/status/2021926428531663345)  2026-02-12T12:36Z [----] followers, [---] engagements


"@MWM76 You can add $HIMS"  
[X Link](https://x.com/Fin_Eng_Net/status/2021999192173162974)  2026-02-12T17:25Z [----] followers, [---] engagements


"@ttt_financial @Stock_Bonvivant @Secrets4stocks @ppinvest @franke_media @krappsholidy @Starfi1860 @HighflyJonny @jusifov @HesselMoritz @geldschmid @dasacom @takberlin Rollins nach guten Zahlen aber toxischer Bewertung etwas abgekhlt. die Jim Cramer Aktie Versant Media fllt weiter trotz gnstiger Bewertung aus meiner Sicht aber zurecht. Knastaktien CoreCivic und Geo wurden gestern bel vermbelt"  
[X Link](https://x.com/Fin_Eng_Net/status/2022260951584510268)  2026-02-13T10:45Z [----] followers, [---] engagements


"@Stock_Bonvivant Trifft sich gut. Habe darber heute einen Artikel auf deutsch geschrieben. 😊 kommt nchste Woche. Leider steht da im Feindruck auf dem ansonsten sehr guten Diagramm per [----]. Spannendes Thema"  
[X Link](https://x.com/Fin_Eng_Net/status/2022404927482646849)  2026-02-13T20:18Z [----] followers, [---] engagements


"One share of Diageo $DGE.L $DEO will soon cost less than a discounted bottle of red stumbling Johnnie. 🥃"  
[X Link](https://x.com/Fin_Eng_Net/status/2003156472512057586)  2025-12-22T17:31Z [----] followers, [----] engagements


"If someone only knew Nice that now suddenly it makes the news that alc companies have high inventories. when I wrote about it in [----] (I am too bearish) these were great buy-the-dip-stocks for the long-term. At much higher prices. $BA.A $BF.B $DEO $DGE.L $RI.PA Alcohol companies are sitting on huge stockpiles as demand keeps falling. Five of the worlds largest listed spirits makers Diageo Pernod Ricard Campari Brown-Forman and Rmy Cointreau are holding about $22bn worth of ageing spirits the highest inventory level in more https://t.co/vhh89DkDX1 Alcohol companies are sitting on huge"  
[X Link](https://x.com/Fin_Eng_Net/status/2013190847085387942)  2026-01-19T10:04Z [----] followers, [---] engagements


"Valuations dont matter take a look at Pro Medicus $PME.AX an extremely strong business by any means: - sales growth 30% - gross margins 99% () - op. Margins 75% () - no debt yet the market decided to give it a 180x SALES multiple. is a sharp drop really surprising"  
[X Link](https://x.com/Fin_Eng_Net/status/2015755011062366274)  2026-01-26T11:53Z [----] followers, [---] engagements


"@FoamOnTheRunway This misses one crucial point though: massive dilution. even though the tide seems to be turning do not ignore share count"  
[X Link](https://x.com/Fin_Eng_Net/status/2022642686176457135)  2026-02-14T12:02Z [----] followers, [---] engagements


"Unfortunately after the brief shakeout so I thought my twitter timeline still remains incredibly bullish. after $200 $100 $80 $70 $60 $50 now is DEFINITELY the time to load up so they say. how long can this game be played my best guess is $PYPL will be taken out between $40 and $50 in a few months. This doesn't even feel real to say. PayPal $PYPL FCF YIELD IS OVER 16%. WTF. https://t.co/S7gtIiHqw3 This doesn't even feel real to say. PayPal $PYPL FCF YIELD IS OVER 16%. WTF. https://t.co/S7gtIiHqw3"  
[X Link](https://x.com/Fin_Eng_Net/status/2022643107980820928)  2026-02-14T12:04Z [----] followers, [---] engagements


"@PatThetikk I cannot imagine stripe or Apple. The latter has never done such big deals and honestly they do not need more distraction"  
[X Link](https://x.com/Fin_Eng_Net/status/2023328406260125969)  2026-02-16T09:27Z [----] followers, [--] engagements


"@schinskytrades Not really. I have no concrete timeframe. but my timeline turned again Extremely bullish which is usually not a good sign"  
[X Link](https://x.com/Fin_Eng_Net/status/2023328701140902013)  2026-02-16T09:28Z [----] followers, [--] engagements


"@davidmarcus My take is the new CEO was put in place to prepare the company for a sale. the question is only whether in this bloated form or after right-sizing and selling some stuff first for a smaller bite"  
[X Link](https://x.com/anyuser/status/2018984855619727454)  2026-02-04T09:47Z [----] followers, [----] engagements


"spirits will be interesting. Pernod Ricard and Diageo report soon their half-year results. Structural change in wine drinking. Treasury Wine (Penfolds) call today. Q "seems pretty clear in every market around the world including China is consumer preferences are shifting towards lighter reds and whites." CEO "Yeah I think that's right.look at the big trends https://t.co/WeGi3rv0SG Structural change in wine drinking. Treasury Wine (Penfolds) call today. Q "seems pretty clear in every market around the world including China is consumer preferences are shifting towards lighter reds and whites.""  
[X Link](https://x.com/Fin_Eng_Net/status/2023360665210191952)  2026-02-16T11:35Z [----] followers, [---] engagements


"@suomivalas Other topic but insane that Winrevair reached almost $2 billion run rate"  
[X Link](https://x.com/Fin_Eng_Net/status/2018751773503086788)  2026-02-03T18:21Z [----] followers, [---] engagements


"@mathlonning I am not so sure it is about European stocks / companies. rather about fintwit darlings that get pushed and pitched on an annoying level"  
[X Link](https://x.com/Fin_Eng_Net/status/2018968582466453846)  2026-02-04T08:43Z [----] followers, [--] engagements


"@HenningHeinz My guess is the new CEOs job will be to sell them. Which doesnt mean the stock could fall further due to lack of trust what I can also imagine are asset sales first to make an acquisition / sales easier"  
[X Link](https://x.com/Fin_Eng_Net/status/2018969290569892214)  2026-02-04T08:46Z [----] followers, [--] engagements


"@nataninvesting 90% or so of all the posts in my timeline were annoyingly bullish / buy-the-dip style. mainly for buybacks and how cheap the stock allegedly was"  
[X Link](https://x.com/Fin_Eng_Net/status/2018970017623167388)  2026-02-04T08:48Z [----] followers, [--] engagements


"My fear after yesterdays (well-deserved) $PYPL wash-out is the crowd has now split into many sellers throwing in the towel but also into a camp with the coming buyout pitch if the latter takes the upper hand we might dive into the 30s. I can imagine the new CEO right-sizes + sells off some assets first to make the core (legacy) $PYPL smaller and better digestable for an acquirer. https://twitter.com/i/web/status/2018973097739575619 https://twitter.com/i/web/status/2018973097739575619"  
[X Link](https://x.com/Fin_Eng_Net/status/2018973097739575619)  2026-02-04T09:01Z [----] followers, [---] engagements


"@Analyst_G Pricing wars against private-label brands nice"  
[X Link](https://x.com/Fin_Eng_Net/status/2019016646812377565)  2026-02-04T11:54Z [----] followers, [--] engagements


"@irbezek I am waiting for the half-year results in a few weeks of Pernod and Diageo"  
[X Link](https://x.com/Fin_Eng_Net/status/2019175830308462846)  2026-02-04T22:26Z [----] followers, [---] engagements


"👍 Crazy Stat: SInce the start of [----] $FISV and $PYPL have combined to repurchase $43.8 billion of their own stock. The value of those shares as of today's prices: $20.7 billion. A $23 billion loss or about one-third of their current combined market cap. Crazy Stat: SInce the start of [----] $FISV and $PYPL have combined to repurchase $43.8 billion of their own stock. The value of those shares as of today's prices: $20.7 billion. A $23 billion loss or about one-third of their current combined market cap"  
[X Link](https://x.com/Fin_Eng_Net/status/2019289893432881568)  2026-02-05T06:00Z [----] followers, [---] engagements


"@alexcapital01 I dropped it and went fully on stripe. Never had an issue again. Before I used both in parallel. this was the time when I got seriously negative on the stock"  
[X Link](https://x.com/Fin_Eng_Net/status/2019318005205987791)  2026-02-05T07:51Z [----] followers, [--] engagements


"$EVO.ST this is how pretend quality stocks are performing. almost six lost years"  
[X Link](https://x.com/Fin_Eng_Net/status/2019364014590206210)  2026-02-05T10:54Z [----] followers, [---] engagements


"1/10 🚨 $NVO $NOVOB Novo Nordisk: Weight-loss therapy for shareholders to continue 🤔 Stock went from quadrupling to Europe's top dog in '24 now down 70%+ after that brutal 17% plunge yesterday. In this week's analysis I spill why the fat gains popped with a bang"  
[X Link](https://x.com/Fin_Eng_Net/status/2019391962324037700)  2026-02-05T12:45Z [----] followers, [---] engagements


"2/10 The hype was obese: PE over 50x "hot tip" everywhere on twitter. I called it (too) early in '23 stock still rose 50% before the exaggeration burst. Retail euphoria More like group delusion Schwarmintelligenz fails in stocks. 🤔"  
[X Link](https://x.com/Fin_Eng_Net/status/2019391967843794971)  2026-02-05T12:45Z [----] followers, [--] engagements


"3/10 Basics: Century-old diabetes king turned weight-loss wizard. Old GLP-1s Modest 5-10% edge. Enter semaglutide double the shred Ozempic (diabetes) Wegovy (obesity hit) Pill launched. Game-changer for needle-haters. But this profound story"  
[X Link](https://x.com/Fin_Eng_Net/status/2019391972616675632)  2026-02-05T12:45Z [----] followers, [--] engagements


"4/10 [----] results: Sales up 6% obesity booming 31% Wegovy crushes US dominates. But operating profits flat a dent in the armor. Business expanding yet stock cratered 17% White space in obesity huge but peanuts compared to the shocks ahead"  
[X Link](https://x.com/Fin_Eng_Net/status/2019391976077131861)  2026-02-05T12:45Z [----] followers, [--] engagements


"5/10 The real gut punch: Ozempic's FIRST quarterly sales drop EVER Full-year up to 127B DKK but masking weak dynamics. Ozempic peaked Wegovy jab peaked Then the bomb [----] sales DROP 5-13% Not a step on the brakes but a U-turn into torture. Why"  
[X Link](https://x.com/Fin_Eng_Net/status/2019391979591971196)  2026-02-05T12:45Z [----] followers, [--] engagements


"6/10 Threefold whammy: 1) Patent cliffs in China/India/Brazil/Turkey 1/3 world's obese pop Price erosion incoming. 2) Trump's MFN forces US price cuts hard hit to growth gut. 3) New drug Only 14.2% loss vs. hoped 20%. Pioneer to portfolio diet story"  
[X Link](https://x.com/Fin_Eng_Net/status/2019391983316529159)  2026-02-05T12:45Z [----] followers, [--] engagements


"7/10 Enter Lilly $LLY: Stock gaining pounds while Novo's melts like belly fat Dual agonists 20% loss superior shred. Mounjaro/Zepbound unstoppable 70% new Rx share. Triple-agonist 24-28% potential by '27. Lilly dominating Novo lagging"  
[X Link](https://x.com/Fin_Eng_Net/status/2019391987221426585)  2026-02-05T12:45Z [----] followers, [--] engagements


"8/10 Market favors Lilly: strong growth vs. Novo's peak and likely decline. Pills democratize access; multi-agonists push boundaries. Novo's 50% GLP-1 share Melting fast. Pricing wars + share losses = margin erosion. Profit plunge ahead Question mark on share price"  
[X Link](https://x.com/Fin_Eng_Net/status/2019391992388808889)  2026-02-05T12:45Z [----] followers, [--] engagements


"9/10 Novo Valuation: [----] FCF 35-45B DKK (down sharp). Market cap 1.3T DKK 40x FCF hefty 14x '25 earnings sounds cheap but declining sales + margin pressures Too much. Bull thesis: Pill volumes surge. But lower margins + gov squeeze limit upside"  
[X Link](https://x.com/Fin_Eng_Net/status/2019391996411146558)  2026-02-05T12:45Z [----] followers, [--] engagements


"10/10 $NVO $NOVOB Novo: Strong sell thesis broken another 50% drop possible. People laughed when I said the same about PayPal $PYPL. Shareholders on forced Wegovy jab no gains just pains 😟 my full free weekly: https://financial-engineering.net/novo-nordisk-weight-loss-therapy-for-shareholders-continues/ https://financial-engineering.net/novo-nordisk-weight-loss-therapy-for-shareholders-continues/"  
[X Link](https://x.com/Fin_Eng_Net/status/2019391998663500137)  2026-02-05T12:45Z [----] followers, [---] engagements


"Bonus: Instead my Premium PLUS pick: Company has its own weight-loss diet behind it. Ready to gain massive weight from pill rollout holistic service and benefitting from lower drug prices Invest smart not with the crowd. All the best https://financial-engineering.net/novo-nordisk-weight-loss-therapy-for-shareholders-continues/ https://financial-engineering.net/novo-nordisk-weight-loss-therapy-for-shareholders-continues/"  
[X Link](https://x.com/Fin_Eng_Net/status/2019392001406623833)  2026-02-05T12:45Z [----] followers, [---] engagements


"Maybe to be more precise Stellantis just announced a scrap and write down worth the entire equity market cap as of yesterdays closing. So much on cheap due to book value. I am often hinting at write-down risks where I see them a being potentially material. goodwill does not needs much explanation intangibles can be brands but can also be activated development costs i.e. capex that is slowly So much on cheap due to book value. I am often hinting at write-down risks where I see them a being potentially material. goodwill does not needs much explanation intangibles can be brands but can also be"  
[X Link](https://x.com/Fin_Eng_Net/status/2019754698438312308)  2026-02-06T12:46Z [----] followers, [---] engagements


"Ouch now I see why the stock tanked 30%. no dividend and the issuance of a [--] billion EUR bond (c. 30% of the current market cap post collapse) Maybe to be more precise Stellantis just announced a scrap and write down worth the entire equity market cap as of yesterdays closing. https://t.co/XUNYNGXgso Maybe to be more precise Stellantis just announced a scrap and write down worth the entire equity market cap as of yesterdays closing. https://t.co/XUNYNGXgso"  
[X Link](https://x.com/Fin_Eng_Net/status/2019755451420733899)  2026-02-06T12:49Z [----] followers, [---] engagements


"Thats not all. They also announced: - a dividend suspension - a 6.5B EUR cash outflow over the next [--] yrs. in relation to the write down - the issuance of a bond of up to [--] billion EUR to put things into perspective they effectively just wrote off the equivalent of their entire market cap https://twitter.com/i/web/status/2019758271742001311 https://twitter.com/i/web/status/2019758271742001311"  
[X Link](https://x.com/Fin_Eng_Net/status/2019758271742001311)  2026-02-06T13:01Z [----] followers, [----] engagements


"@Energy_Tidbits Isnt Exxon of the same view about itself 🧐"  
[X Link](https://x.com/Fin_Eng_Net/status/2019878833990566391)  2026-02-06T21:00Z [----] followers, [---] engagements


"Premium PLUS members of my blog Financial-Engineering (dot) net already know this story. my report came out in September [----] when $HIMS traded between [----] bucks. I did not write a short report not my biz. However I hinted at the huge risks"  
[X Link](https://x.com/Fin_Eng_Net/status/2020133279198851250)  2026-02-07T13:51Z [----] followers, [---] engagements


"which will likely now turn into the expected big tailwind for my stock idea that I presented to my readers. our pick yesterday jumped strongly in the double digits this was before the after-hours news popped that the FDA will now finally take action"  
[X Link](https://x.com/Fin_Eng_Net/status/2020133280851394763)  2026-02-07T13:51Z [----] followers, [--] engagements


"Buying low selling high sounds easy Low valuation multiples can be tempting. However there are cases where even very low multiples are a sign to be cautious. PVH Corp. is a buyback monster. But there are few things you should know"  
[X Link](https://x.com/Fin_Eng_Net/status/1938145824535679409)  2025-06-26T08:02Z [----] followers, [---] engagements


"so folks one of my biotech picks for my paid-members (who know the stock since March 2023) United Therapeutics $UTHR an hour ago made a blockbuster announcement. the ongoing study for a rare debilitating and progressing disease of the name IPF has met its primary endpoint and most of its secondary ones. UTHR stock hit limit-up pre-market and is currently trading around 45% higher at a new ATH in deeply red broader market. if approved and these are strong arguments this will entirely transform the company catapulting it into new dimensions. this is clearly proof that it is worth it to spend"  
[X Link](https://x.com/Fin_Eng_Net/status/1962856423122944052)  2025-09-02T12:33Z [----] followers, [----] engagements


"@ttt_financial @Stock_Bonvivant @Secrets4stocks @ppinvest @topsecretstocks @krappsholidy @Starfi1860 @HighflyJonny @jusifov @geldschmid @aktien_max @investorenpaar @VidarCoc @KielerFinanzen positiv: alles was mit Argentinien zu tun hat. positiv / Interessant: nahezu ganz twitter hasst $UTHR United Therapeutics (was ich verstehen kann) die Aktie klettert und klettert aber whrend $LQDA Liquidia wo alle long sind fllt"  
[X Link](https://x.com/Fin_Eng_Net/status/1971491681829781951)  2025-09-26T08:27Z [----] followers, [---] engagements


"Im aktuellen Brsenradio Interview sprach ich ber: - Goldminen und Vista Gold $VGZ - $CBOE - Alkoholaktien kostenlos anhren 👇"  
[X Link](https://x.com/Fin_Eng_Net/status/1976558700715454577)  2025-10-10T08:01Z [----] followers, [---] engagements


"in July I wrote about Sarepta Therapeutics $SRPT. a very interesting story offering plenty of hope for DMD patients. but curious things have happened and continue to happen $SRPT stock down almost 40% pre-market after two on-market drugs didn't hit their primary endpoints in post-marketing studies I concluded to stay away from the stock. https://financial-engineering.net/unsafety-first-the-drama-of-sarepta-therapeutics/ https://twitter.com/i/web/status/1985643815772807427 https://financial-engineering.net/unsafety-first-the-drama-of-sarepta-therapeutics/"  
[X Link](https://x.com/Fin_Eng_Net/status/1985643815772807427)  2025-11-04T09:42Z [----] followers, [---] engagements


"@CWRoehl Glaube die [--] Mrd. Anleihenemission spielt da auch eine Rolle. Und wir haben noch keine Bilanz von denen. mal sehen wie viel Ballast $ULVR denen mitgegeben hat. Aber uninteressant sind die nicht. Beobachten"  
[X Link](https://x.com/Fin_Eng_Net/status/1997981440105976113)  2025-12-08T10:47Z [----] followers, [---] engagements


"Realty Income NNN REIT + Federal Realty are highly praised dividend stocks of many retail investors. $O $NNN + $FRT however have disappointed heavily their stocks are where they were [--] years ago (). The bad news: there's still potential to the downside"  
[X Link](https://x.com/Fin_Eng_Net/status/1882368602294415776)  2025-01-23T10:03Z [----] followers, [---] engagements


"This is what happens when valuations dont matter but buy quality is propagated. $SOON.SW growth rates collapsed post 2021/2022 FCF hasnt moved over [--] yrs. Yes FX plays a role as the CHF strengthened. But look where multiples were over the yrs. Shares are almost back to [----] levels. https://twitter.com/i/web/status/1989255140553945484 https://twitter.com/i/web/status/1989255140553945484"  
[X Link](https://x.com/Fin_Eng_Net/status/1989255140553945484)  2025-11-14T08:52Z [----] followers, [---] engagements


"structural change. lowest polling reading in [--] YEARS. but yes it is a mild cyclical downswing where Mr. Market just does not want to understand. cheers. $DEO $DGE.L $RI.PA $BF.B https://seekingalpha.com/news/4531231-state-of-alcohol-consumption-rates-are-down-innovation-and-ma-may-be-on-the-rise https://seekingalpha.com/news/4531231-state-of-alcohol-consumption-rates-are-down-innovation-and-ma-may-be-on-the-rise"  
[X Link](https://x.com/Fin_Eng_Net/status/1999892597079433555)  2025-12-13T17:22Z [----] followers, [---] engagements


"Die blichen Verdchtigen sind ja YPF Pampa Energa und Cresud gefolgt von den nicht-Argentiniern Mercado Libre Vista und Adecoagro (mit Geschften dort). selbst wenn es einen ETF gbe wre YPF vermutlich die dominierende Position mit [--] Mrd. USD Marktkapitalisierung. Hier als Beispiel ein amerikanischer ETF nur als grobe Idee fr Titel. https://twitter.com/i/web/status/2016125723065380949 https://twitter.com/i/web/status/2016125723065380949"  
[X Link](https://x.com/Fin_Eng_Net/status/2016125723065380949)  2026-01-27T12:26Z [----] followers, [---] engagements

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