# ![@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 stocks, dividend, debt, $dgel 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 [------] -20%
- [--] Month [------] +13%
- [--] Months [-------] -37%
- [--] Year [-------] +21%

### Mentions: [--] [#](/creator/twitter::1538594701305073666/posts_active)
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- [--] Week [--] -74%
- [--] Month [---] +30%
- [--] Months [---] +157%
- [--] Year [---] +7.60%

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

- [--] Week [-----] +1.30%
- [--] Month [-----] +3.80%
- [--] Months [-----] +9.40%
- [--] 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)  50.68% [finance](/list/finance)  43.84% [technology brands](/list/technology-brands)  11.64% [currencies](/list/currencies)  8.9% [cryptocurrencies](/list/cryptocurrencies)  4.79% [fashion brands](/list/fashion-brands)  4.11% [automotive brands](/list/automotive-brands)  2.74% [countries](/list/countries)  2.74% [social networks](/list/social-networks)  2.05% [celebrities](/list/celebrities)  0.68%

**Social topic influence**
[stocks](/topic/stocks) 13.01%, [dividend](/topic/dividend) 10.96%, [debt](/topic/debt) 8.9%, [$dgel](/topic/$dgel) #32, [in the](/topic/in-the) 7.53%, [und](/topic/und) 6.85%, [$deo](/topic/$deo) #39, [strong](/topic/strong) 5.48%, [ich](/topic/ich) 5.48%, [market](/topic/market) 5.48%

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

**Top assets mentioned**
[Diageo plc (DEO)](/topic/$deo) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Kenvue Inc. (KVUE)](/topic/$kvue) [Kimberly Clark Corp (KMB)](/topic/$kmb) [Nike Inc (NKE)](/topic/$nke) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Philip Morris International Inc. (PM)](/topic/$pm) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [PolkaBridge (PBR)](/topic/$pbr) [Brown-Forman Corporation Class B (BF.B)](/topic/$bfb) [Conagra Brands Inc (CAG)](/topic/$cag) [Metadium (META)](/topic/$meta) [Johnson & Johnson (JNJ)](/topic/$jnj) [Altria Group Inc (MO)](/topic/$mo) [BP p.l.c. (BP)](/topic/$bp) [PepsiCo, Inc. (PEP)](/topic/$pep) [Zoom Video Communications Inc (ZM)](/topic/$zm) [Kyndryl Holdings, Inc. (KD)](/topic/$kd) [Versant Media Group, Inc. Class A Common Stock (VSNT)](/topic/$vsnt) [Petroleo Brasileiro S.A.-Petrobras (PBR.A)](/topic/$pbra) [InMode Ltd. Ordinary Shares (INMD)](/topic/$inmd) [United Therapeutics, Corp. (UTHR)](/topic/$uthr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"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


"$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


"And by the way dear dividend hunters the payout does not look really safe as I wrote not too long ago. today a 2% symbolic hike was announced given. but FCF was only 16B the same as the diviend. WC was negative okay. but the $KVUE deal will come with much higher debt 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. https://t.co/A9goJ52mwn Interesting from Kimberly-Clarks earnings. $KMB shows strong volume uptick"  
[X Link](https://x.com/Fin_Eng_Net/status/2016120667616248265)  2026-01-27T12:06Z [----] 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


"1-2 years later: Major write down on acquired Pioneer $PXD assets. EXXON CEO SAYS 'THERE IS NO NEAR-TERM PEAK PERMIAN FOR US' EXXON CEO SAYS 'THERE IS NO NEAR-TERM PEAK PERMIAN FOR US'"  
[X Link](https://x.com/Fin_Eng_Net/status/2017575347181564368)  2026-01-31T12:27Z [----] 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


"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


"@zerohedge Desperate shitco. First Jacks up prices volumes fall. Now a reversal. Where is the pretend brand strength and pricing power Its just an illusion"  
[X Link](https://x.com/Fin_Eng_Net/status/2018678286562251160)  2026-02-03T13:29Z [----] 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


"@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


"$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


"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


"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


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


"@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


"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


"$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


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


"key quote: "Petrobras is a unique E&P that can pay 10% dividends and invest for meaningful growth while living within free cash flow." --- And yet many don't care. Petrobras + Offshore for the 2020's are what US-Fracking has been in the last decade but on a profitable basis. $PBR $RIG $VAL $TDW $EC $SDRL $NE $DO Deepwater Weekly Update Nov [--] [----]. "Petrobras 2024-2028 Strategic Plan Review" Perspective: $PBR E&P Capex budget of $73B over the next [--] years is 2x the Enterprise Value of $RIG $VAL $NE $DO $SDRL $TDW $ODL.OL combined at 11.27.2023. https://t.co/T8zaXCFiVv $PBR $RIG $VAL $TDW $EC"  
[X Link](https://x.com/anyuser/status/1729410311147381134)  2023-11-28T08:02Z [----] followers, [----] engagements


"$NESN Nestl stock near its 5-year low. yes even lower than during the crash of [----]. defensive stocks are always safe + sleep-well-at-night bets right many people will have to learn through feeling that valuations always matter. so do bad capital allocation + high debt"  
[X Link](https://x.com/anyuser/status/1846828612223217740)  2024-10-17T08:20Z [----] 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/Fin_Eng_Net/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/Fin_Eng_Net/status/2006356710361903161)  2025-12-31T13:28Z [----] 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


"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


"@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/Fin_Eng_Net/status/2018984855619727454)  2026-02-04T09:47Z [----] 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


"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


"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


"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


"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


"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


"@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


"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


"🧵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


"@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


"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


"1/ once and for all seemingly and pretend defensive companies have turned out to have fairly unstable un-defensive even aggressive balance sheets. after reading this (example of $CAG) you shouldnt be surprised their stocks sucked. https://financial-engineering.net/conagra-brands-a-defensive-consumer-stock-with-an-aggressive-balance-sheet/ https://financial-engineering.net/conagra-brands-a-defensive-consumer-stock-with-an-aggressive-balance-sheet/"  
[X Link](https://x.com/Fin_Eng_Net/status/2018309361634779493)  2026-02-02T13:03Z [----] 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


"@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


"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


"Bayer war erst ein kaum wachsendes Unternehmen mit einer hohen Bewertung (meine um [----] herum hatte es auch die hchste Gewichtung im Dax). Dann kaufte man sich Wachstum so dachte man. Ein Desaster welches seines gleichen sucht. Ich schreibe seit Kursen von [----] EUR dass Bayer weder gnstig bewertet ist noch dass es sich unter Risikogesichtspunkten lohnt. Der Kurs kann nach dem Ausverkauf natrlich 3040% steigen weil aktuell alle draufhauen. darum geht es aber nicht. rein operativ Aktieninvestoren sollten darauf schauen luft es berhaupt nicht und die Schulden sind viel zu hoch"  
[X Link](https://x.com/anyuser/status/1726566825046016436)  2023-11-20T11:43Z [----] followers, [----] engagements


"@theapplehub still with the Dynamic Island or will it have just a from-cam cutout"  
[X Link](https://x.com/anyuser/status/1726567055858844047)  2023-11-20T11:43Z [----] followers, 10.2K engagements


"More and more people realize that #uranium is in a huge deficit situation. It cannot be solved over-night. New supply will only slowly start to increase because it takes time. That's why the price of uranium increases. Easy to understand thesis. In one of exclusive reports I introduced my members to a stock which does not have all the operating risks of a mining company. Sit tight and enjoy"  
[X Link](https://x.com/anyuser/status/1729105741682737444)  2023-11-27T11:51Z [----] followers, 11K engagements


"Fr alle die es immer noch nicht kapiert haben: Tabak ist am Ende. BAT mit einer [--] Mrd. GBP Abschreibung + Umstze am unteren Ende der prognostizierten Spanne. Alternativen: ja Break-even [--] Jahre frher erreicht - aber wer sagt dass das nicht an den geringeren Ausgaben liegt [--] bn. GBP an Gesamtumsatz erwartet - das sind nur leicht mehr als 10% des Gesamtumsatzes. BAT sieht nicht mehr den Wert den sie frher auf dem US-Markt sahen wo die Rckgnge knackig sind. Die Volumenrckgnge sind (zu) stark und es wird schwieriger sie durch Preiserhhungen auszugleichen"  
[X Link](https://x.com/anyuser/status/1732316522322841758)  2023-12-06T08:30Z [----] followers, [----] engagements


"Meine Beobachtung der letzten Jahre ist dass die "Dividendenstrategie" viele (nicht alle) dazu verleitet sehr nachlssig in Unternehmen zu investieren die mindestens eines dieser negativen Merkmale aufweisen: - das Geschft hat es bereits hinter sich - schwache Bilanzen - Zinsbelastungen werden ignoriert - kaum bis gar kein Wachstum organisch bzw. nach Inflation selten - die Generierung von freien () Cashflows tritt in den Hintergrund - der aktuelle CashBestand wird gar nicht angeschaut (Walgreens) Die einzigen Dinge auf die geschaut wird sind die fr die Zukunft kaum aussagekrftige"  
[X Link](https://x.com/anyuser/status/1743164754137428285)  2024-01-05T06:57Z [----] followers, 12.1K engagements


"@sparbuchfeinde Ich habe nichts von gekrzten Diten oder Subventionen fr die groen Konzerne gehrt"  
[X Link](https://x.com/anyuser/status/1746122272144843044)  2024-01-13T10:49Z [----] followers, [----] engagements


"this is something I wrote about in my report about PBR among others. My main reasons to prefer PBR.A over PBR was the higher dividend yield and the buyback. I also speculated about the motive for buying back the preferred but not the common stock. It will be interesting to see with the next earnings announcement how much stock they bought back. The Spread between $PBR and $PBR.A has shrunk from around $1.30 per share to [--] cents. https://t.co/3Ti0azpl95 The Spread between $PBR and $PBR.A has shrunk from around $1.30 per share to [--] cents. https://t.co/3Ti0azpl95"  
[X Link](https://x.com/anyuser/status/1746214007751541065)  2024-01-13T16:53Z [----] followers, [----] engagements


"Irgendwie nur alles Schall und Rauch bei #BAT $BATS. Die Aktie macht stndig neue Tiefs. Mittlerweile sind wir schon auf dem Niveau von [----] [--] Jahre Da die meisten nicht schon [--] oder gar [--] Jahren dabei sind sondern eher [--] drften die gezahlten Dividenden ein schwacher Trost sein. Die Zeit von Tabakaktien ist vorbei das sollte langsam verstanden werden. Wer wissen mchte warum ich habe es in einem freien Artikel erklrt: https://financial-engineering.net/a-second-look-at-tobacco-stocks-after-bats-gigantic-write-down/"  
[X Link](https://x.com/anyuser/status/1780502438048395423)  2024-04-17T07:43Z [----] followers, 18.5K engagements


"it seems the 10% post-earnings drop was only short-lived shaking out some week hands. bottom line: the numbers where pretty strong not justifying a sell-off of this magnitude. though there are still about 10% to the last high it should be only a matter of time. fundamentals remain strong. $PBR.A $PBR #PETROBRAS PRATES: OUTLOOK FOR PETROBRAS HAS IMPROVED SINCE DIVIDEND RETENTION PRATES: PETROBRAS MUST APPROVE DISTRIBUTION OF 50% OF RETAINED DIVIDENDS PRATES: THERE IS NO SHAKE-UP IN RELATION TO LULA PRATES CITES 'FALSE CRISES': 'I CAN TALK TO LULA WHENEVER $PBR.A $PBR #PETROBRAS PRATES: OUTLOOK"  
[X Link](https://x.com/anyuser/status/1782648548716159044)  2024-04-23T05:51Z [----] followers, [----] engagements


"@DividendKoenig mit WISO und per Software mit Elster-Zertifikt digital abschicken"  
[X Link](https://x.com/anyuser/status/1790657608078020958)  2024-05-15T08:16Z [----] followers, [---] engagements


"@WallStCynic As long as people believe it the party will go on"  
[X Link](https://x.com/anyuser/status/1795161717623738393)  2024-05-27T18:34Z [----] followers, [----] engagements


"Football / soccer euro cup in Germany. Sponsors on the bands among others: - Vivo - BYD - Hisense - AliExpress & Alipay - VisitQatar Okay where are the European sponsors"  
[X Link](https://x.com/anyuser/status/1801697686581825866)  2024-06-14T19:26Z [----] followers, [----] engagements


"Nike $NKE is a great example for why overpaying for quality is not worth it. I do not want to debate this regarding quality. But paying 40x multiples in the past was crazy. The stock has come down by 50% now from its ATH. Is the stock now sold at a discount I don't think so honestly. still 2025x earnings (before taking into account the sales decline of 10% management guided for) is pretty hefty. valuation always matters sooner or later"  
[X Link](https://x.com/anyuser/status/1806665397472575640)  2024-06-28T12:26Z [----] followers, [----] engagements


"@vandell33 @FinanceLancelot I am not aware of any one example where a stock market has gone to zero. There were either temporary crashes or high inflations followed by monetary reforms. But no 100% down thats nonsense"  
[X Link](https://x.com/anyuser/status/1820028771572817934)  2024-08-04T09:27Z [----] followers, [----] engagements


"@PodContrarian what I don't understand is how could one buy $DG in the first place hope or belief isn't a great investment thesis. the company has heavily loaded on debt to buy back shares at elevated prices. at the top it has traded at insane multiples. now it's still not cheap either"  
[X Link](https://x.com/anyuser/status/1829429607361040507)  2024-08-30T08:03Z [----] followers, [----] engagements


"a company that sucked in many retail investors who have never heard anything about valuations and risk management $CELH is a company that: - Is the market leader in sugar free energy drinks. - Grew revenue 105% annually since [----]. - Has no debt. Its trading at [--] times earnings This is just ridiculous. https://t.co/n8cIt9yUcc $CELH is a company that: - Is the market leader in sugar free energy drinks. - Grew revenue 105% annually since [----]. - Has no debt. Its trading at [--] times earnings This is just ridiculous. https://t.co/n8cIt9yUcc"  
[X Link](https://x.com/anyuser/status/1831581786733703303)  2024-09-05T06:35Z [----] followers, [----] engagements


"Warum man zyklische Aktien insbesondere Autobauer nicht zu niedrigen einstelligen KGVs kaufen sollte: Stellantis ein vermeintliches Schnppchen bei [--] EUR einem KGV von [--] sowie einer rckwrts betrachteten Dividendenrendite von 810% hat seine Ziele massiv kassiert. Als Luis @baresistwahres und ich ber die Aktie sprachen und genau darauf hingewiesen hatten hat sie rund ein Drittel verloren. https://www.youtube.com/watchv=k7lLWEgIxtc https://www.youtube.com/watchv=k7lLWEgIxtc"  
[X Link](https://x.com/anyuser/status/1840653217098571901)  2024-09-30T07:21Z [----] followers, [----] engagements


"I cannot preach and repeat that often enough too. The book "Capital Returns" by Ed Chancellor is of the best and most underrated investment books one can read. Focus on supply rather than demand https://t.co/tkaVijNskU Focus on supply rather than demand https://t.co/tkaVijNskU"  
[X Link](https://x.com/anyuser/status/1846141818540331031)  2024-10-15T10:51Z [----] 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


"@LukeMiani I remember when I bought two iPad Pros first gen when the first pro-motion iPad came out. One for cost [---] or so. Only 32GB but nonetheless. This was almost state of the art then"  
[X Link](https://x.com/anyuser/status/1885216999933964742)  2025-01-31T06:42Z [----] followers, [---] engagements


"Almost everyone is pitching Google as a cheap must-have stock. So you can almost be sure that its a trap. Is Google $GOOGL the best deal in the stock market right now https://t.co/7u1npypok1 Is Google $GOOGL the best deal in the stock market right now https://t.co/7u1npypok1"  
[X Link](https://x.com/anyuser/status/1906082662910956008)  2025-03-29T20:34Z [----] followers, [----] engagements


"big companies are the way safer option because not much can go wrong the more so if the business model is defensive $UNH"  
[X Link](https://x.com/anyuser/status/1912821599293616162)  2025-04-17T10:53Z [----] followers, [----] engagements


"just incredible the stock of InMode $INMD collapsed due to worsening fundamentals okay happens. over L12M bought back 27% of stock () still 50% of market cap in net cash. and it keeps dipping cut guidance today. when I wrote (pessimistically) in Jan [--] about them the stock was [--] USD. now just [--] USD"  
[X Link](https://x.com/anyuser/status/1916856461646336456)  2025-04-28T14:06Z [----] followers, [----] engagements


"incredible honesty from the CEO of $INMD. have never read such a statement from a CEO. I can even remember analysts were pressuring him to do buybacks at much higher prices. he already then said that buybacks often under certain circumstances don't create shareholder value. just incredible the stock of InMode $INMD collapsed due to worsening fundamentals okay happens. over L12M bought back 27% of stock () still 50% of market cap in net cash. and it keeps dipping cut guidance today. when I wrote (pessimistically) in Jan [--] about them https://t.co/tBSQDzBh9w just incredible the stock of InMode"  
[X Link](https://x.com/Fin_Eng_Net/status/1916924073193447673)  2025-04-28T18:34Z [----] followers, [----] engagements


"@KobeissiLetter Where are all the bros who called this a must own stock"  
[X Link](https://x.com/anyuser/status/1922380722074964441)  2025-05-13T19:57Z [----] followers, 13.4K engagements


"@chigrl New cars are garbage. More often annoying tech worse material less expected range / lifetime more issues and recallings ugly design"  
[X Link](https://x.com/anyuser/status/1929759777883934927)  2025-06-03T04:39Z [----] 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


"Im Alan an independent equity analyst active in the markets since [----] If you love - stock picking (non-mainstream ideas) - fundamental investing (risk / reward) 👉my newsletter is for you ✅My best stock ideas for paid-members ✅concise 12-page reports Need proof 👇"  
[X Link](https://x.com/anyuser/status/1938177985627976082)  2025-06-26T10:10Z [----] followers, 285.6K engagements


"Biotech stock Insmed $INSM 4x-ed over the last [--] months after having released two promising trials results + submitted a new drug application. It seems though much is priced now into the stock. Not so the case for my Premium PLUS members far from it. -- https://financial-engineering.net/is-insmed-a-promising-biotech-blockbuster-new-research-report/ https://financial-engineering.net/is-insmed-a-promising-biotech-blockbuster-new-research-report/"  
[X Link](https://x.com/Fin_Eng_Net/status/1940081700521889835)  2025-07-01T16:14Z [----] followers, [--] engagements


"Pepsi $PEP high-fiving results: slide 1: - sales stagnating - costs rising - higher marketing spent - impaired rockstar assets (wasn't this a celebrated investment) slide 2: - extreme working capital build-up (pressure on cash flow) - were payables the same like last year operating cash flow would've been zero slide 3: - entire equity consists of goodwill - debt strongly higher - current liabilities not covered by current assets but hey they benefitted a bit from a lower USD and the dividend is safe and rising that's the most important aspect"  
[X Link](https://x.com/anyuser/status/1945827466515542498)  2025-07-17T12:46Z [----] followers, [----] engagements


"@TaviCosta while I do not disagree with you regarding silver Hecla $HL is not a really well-run company. high debt and constant dilution make such price comparisons tough if not useless. the entire market cap or EV makes more sense"  
[X Link](https://x.com/anyuser/status/1947558905892003857)  2025-07-22T07:26Z [----] followers, [----] engagements


"Did you know that you've been BS'ed Have you noticed the divergence between earnings and free cash flow of the almighty hyped-up Big Tech stocks There's a reason for that. My condolences to those who celebrate earnings growth"  
[X Link](https://x.com/anyuser/status/1953361451768525118)  2025-08-07T07:43Z [----] followers, 11K engagements


"@MichaelMOTTCM yesterday I published an article where I laid down the financial shenanigans of $META. their earnings are garbage at best which makes it impossible to even value the stock assuming these earnings are real https://financial-engineering.net/artificial-intelligence-meets-natural-stupidity-and-a-potential-winner-no-one-is-counting-on/ https://financial-engineering.net/artificial-intelligence-meets-natural-stupidity-and-a-potential-winner-no-one-is-counting-on/"  
[X Link](https://x.com/anyuser/status/1953801781525237892)  2025-08-08T12:53Z [----] followers, [----] engagements


"@ZeeContrarian1 adding to that pioneers often do not make it to the finish line especially in tech"  
[X Link](https://x.com/anyuser/status/1953834552029323726)  2025-08-08T15:03Z [----] followers, [----] engagements


"@kakashiii111 Goes in the same direction like my recent article where I discussed how waterproof the earnings of $META are. Many parallels. https://financial-engineering.net/artificial-intelligence-meets-natural-stupidity-and-a-potential-winner-no-one-is-counting-on/ https://financial-engineering.net/artificial-intelligence-meets-natural-stupidity-and-a-potential-winner-no-one-is-counting-on/"  
[X Link](https://x.com/anyuser/status/1954580017796518237)  2025-08-10T16:26Z [----] followers, [----] engagements


"True Earnings or Virtual Reality $META stock mooned from $100 to $800 in [--] years but the numbers are shakier than a bad VR rig. Heres a thread tearing into their financial Metaverse. Their true talents are sitting in the accounting- and bookkeeping department. 👇"  
[X Link](https://x.com/anyuser/status/1958463276498436354)  2025-08-21T09:36Z [----] followers, [----] engagements


"1/ Zuck-ed up figures Metas earnings look hot but its a parlor trick. They stretched server and components useful life to [---] years creating $1.34B more net income for H1 [----]. GPUs lasting six years in an AI sprint Thats accounting wizardry not tech prowess"  
[X Link](https://x.com/anyuser/status/1958463278956400896)  2025-08-21T09:36Z [----] followers, [---] engagements


"maybe the gov then takes a 10% stake here too to reignite confidence. *irony off"  
[X Link](https://x.com/anyuser/status/1960049392691323004)  2025-08-25T18:39Z [----] followers, [----] engagements


"@TradingThomas3 60C has the highest open interest almost 275k of all contracts https://www.barchart.com/stocks/quotes/$VIX/optionsexpiration=2025-10-22-m&moneyness=50 https://www.barchart.com/stocks/quotes/$VIX/optionsexpiration=2025-10-22-m&moneyness=50"  
[X Link](https://x.com/anyuser/status/1960446641288192215)  2025-08-26T20:57Z [----] 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


"$SWK Stanley Black + Decker continues its rope balancing act. no growth cyclical pressure interest consumes big parts of operating income. low on cash debt rising. dividend might be stress-tested if this trend continues"  
[X Link](https://x.com/Fin_Eng_Net/status/1985685014361641012)  2025-11-04T12:26Z [----] followers, [---] engagements


"my take is simply the stock ran ahead of its fundamentals having reached a too high multiple. this is correcting now. everything else is noise. The story is intact. However a stronger USD would bring headwinds. Dont forget $PMI benefitted massively from the lower USD. PMI is down 5% in two days (since the moment Jacek opened his mouth at the MS GCR Conference) Market does not like the idea of "2026 requiring careful navigation of tax and competitive pressures in specific markets" $pm Recall our summary: https://t.co/TuqbmjkAlU https://t.co/1FGHCJg3j1 PMI is down 5% in two days (since the"  
[X Link](https://x.com/Fin_Eng_Net/status/1996860978626195690)  2025-12-05T08:35Z [----] followers, [---] engagements


"Eggflation over BREAKING🥚: Egg prices plunge to $0.72/Dozen down -87.6% compared to the same time last year https://t.co/zEYfnN1iml BREAKING🥚: Egg prices plunge to $0.72/Dozen down -87.6% compared to the same time last year https://t.co/zEYfnN1iml"  
[X Link](https://x.com/Fin_Eng_Net/status/2005758436135378982)  2025-12-29T21:50Z [----] followers, [----] engagements


"🧵1/5: Can a company finally break the 20-year drought in US smoking cessation drugs and achieve what many people are waiting for In my latest weekly I dive into Achieve Life Sciences $ACHV + their promising drug Cytisinicline. Could this be the next blockbuster"  
[X Link](https://x.com/Fin_Eng_Net/status/2009187747001717109)  2026-01-08T08:57Z [----] followers, [---] engagements


"Financial Engineering (dot) net readers have known for almost three years now that Big Pharma will be pressed to go on a big shopping trip facing huge patent losses. $MRK facing a huge gap from Keytruda in two years is about to buy $RVMD as it seems for $30 billion. Thats why we go for small biotech and Pharma stocks to avoid picking those who are under pressure. Today I published about one such idea $ACHV. https://twitter.com/i/web/status/2009392807572582879 https://twitter.com/i/web/status/2009392807572582879"  
[X Link](https://x.com/Fin_Eng_Net/status/2009392807572582879)  2026-01-08T22:32Z [----] 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


"I have never seen a company with 2x its yearly sales in stock Rmy Cointreau $RCO.PA over the last decade sales are down inventory is up 2x. I am not surprised to see such a chart"  
[X Link](https://x.com/Fin_Eng_Net/status/1932049365108986247)  2025-06-09T12:17Z [----] 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


"$RCO.PA sure alcohol is seeing only a "cyclical correction". nothing structural. this was a brief relief rally or maybe dead-cat bounce alc stocks remain very expensive still cheers"  
[X Link](https://x.com/Fin_Eng_Net/status/1983950312562942225)  2025-10-30T17:33Z [----] followers, [---] engagements


"Diageo's CEO $DEO $DGE.L abandoned (the sinking) ship. I have been skeptical about alcohol stocks for longer now. what many still do not seem to understand: - the industry has structural issues with falling volumes - stocks are still expensive like sh** -- don't forget debt for your comfort I highlighted all the "buy the dip" occasions on the price chart irony off. https://www.diageo.com/en/news-and-media/press-releases/2025/diageo-announces-ceo-departure-and-succession-plan https://twitter.com/i/web/status/1947209300243284100"  
[X Link](https://x.com/Fin_Eng_Net/status/1947209300243284100)  2025-07-21T08:17Z [----] followers, [----] engagements


"As written in August prior to the full-year results Diageo's $DGE.L $DEO stock remains absolutely uninteresting. In spite of having been more than cut in half from its highs the stock is still extremely overvalued. Business momentum is lost the balance sheet over-levered"  
[X Link](https://x.com/Fin_Eng_Net/status/1976214890235953461)  2025-10-09T09:15Z [----] followers, [----] engagements


"$DGE.L $DEO after a minor dead-cat bounce post full-year results continues to drift lower. The stock made not only new lows for the year. It even is negative over the last ten years. Are these the successful risk-free and defensive (safe) long-term compounders everyone's seeking Ah the dividend I forgot As written in August prior to the full-year results Diageo's $DGE.L $DEO stock remains absolutely uninteresting. In spite of having been more than cut in half from its highs the stock is still extremely overvalued. Business momentum is lost the balance sheet over-levered. As written in August"  
[X Link](https://x.com/Fin_Eng_Net/status/1976215259103842773)  2025-10-09T09:16Z [----] followers, [----] engagements


"$DEO $DGE.L Diageo: Either pricing power has evaporated or the premium strategy isn't working. key growth markets US and China not working. I am not surprised the stock is down another 6% today. bargain EV / FCF (70 / 3) = [--]. premium price for entry-level performance"  
[X Link](https://x.com/Fin_Eng_Net/status/1986421170665881977)  2025-11-06T13:11Z [----] followers, [----] engagements


"I have never issued negative opinions about alcohol stocks like Diageo $DGE.L $DEO in the past they say. Diageo stock fell from [----] GBp to below [----] GBp since my post below. lets see whether todays bounce (celebrating new CEO) will sustain. While most comments I saw celebrate the dividend increase of 5% here's where you should look. I'm talking about Diageo. This is how I look at it. - Volumes were down heavily. - Price hikes were only enough to rob towards a zero sales-wise. - op. proftis fell despite cost https://t.co/PDRSKJJhFv While most comments I saw celebrate the dividend increase of"  
[X Link](https://x.com/Fin_Eng_Net/status/1987837309580890114)  2025-11-10T10:58Z [----] followers, [---] engagements


"Meine Reden habe Anfang [----] ffentlich das erste Mal starke Bedenken gegenber Diageo $DGE.L geuert. Natrlich alles Schwarzmalerei weil die Dividenden flieen. alles wichtige beschrieben. Historische Vergleiche haken gewaltig weil sich die Ausgangssituation komplett gendert hat. ewiges Wachstum ist nicht mehr. erst wenn die Divdienten gekrzt werden bei den Alkoholwerten und womglich Bewertungen erreicht werden die nher an den Tabakaktien sind dann denke ich nach aktuellem Stand dass Alkoholaktien wieder interessant werden knnten. https://twitter.com/i/web/status/2001584318926168177"  
[X Link](https://x.com/Fin_Eng_Net/status/2001584318926168177)  2025-12-18T09:24Z [----] followers, [---] engagements


"War bisher eine Schnapsidee 🍸 Habe Anfang [----] hier auf Twitter geschrieben dass da noch SEHR viel Luft nach unten sei $DGE.L handelte da noch ber [----] p (ca. 36). Damals galt die Aktie in Fachkreisen schon als sicherer Nachkauf fr langfristige Anleger. Es knnte gut sein dass diese Anleger noch die richtige Menge Whisky 🥃 finden mssen um ewig zu leben. https://twitter.com/i/web/status/2002751669247868938 https://twitter.com/i/web/status/2002751669247868938"  
[X Link](https://x.com/Fin_Eng_Net/status/2002751669247868938)  2025-12-21T14:43Z [----] followers, [----] engagements


"9/9 Bottom line: Time to rethink staples as core holdings. Risks outweigh rewards until corrections hit hard. Including dividend cuts still a no-go. What do you thinkstill defensive Do you like this analysis Check my full article + my full work: https://financial-engineering.net/conagra-brands-a-defensive-consumer-stock-with-an-aggressive-balance-sheet/ https://financial-engineering.net/conagra-brands-a-defensive-consumer-stock-with-an-aggressive-balance-sheet/"  
[X Link](https://x.com/Fin_Eng_Net/status/2006714922403770511)  2026-01-01T13:11Z [----] followers, [---] engagements


"If youre interested beyond that why seemingly defensive picks that once were said to belong in every portfolio to limit drawdowns are MUCH riskier than you might think. MUCH riskier I explain using the case of Conagra Brands $CAG balance sheet. https://financial-engineering.net/conagra-brands-a-defensive-consumer-stock-with-an-aggressive-balance-sheet/ And you wonder why your consumer stocks suck the pretend defensive names are much less defensive than you think. unfortunately most such names are still prices for growth with premium multiples. https://t.co/hSpFQDsPRa"  
[X Link](https://x.com/Fin_Eng_Net/status/2007026275668631827)  2026-01-02T09:48Z [----] followers, [---] engagements


"Interesting thought. Apparel brands are a beast when it comes to investing. many come and go. in this case Id squeeze in: dont forget the ongoing cost-of-living pressures. https://seekingalpha.com/news/4537422-deckers-outdoor-downgraded-as-hoka-popularity-seen-waning---piper-sandler https://seekingalpha.com/news/4537422-deckers-outdoor-downgraded-as-hoka-popularity-seen-waning---piper-sandler"  
[X Link](https://x.com/Fin_Eng_Net/status/2008969720578662633)  2026-01-07T18:31Z [----] followers, [---] engagements


"Be careful dividends can be cut. I do not have Diageo $DGE.L the highest on my list but who knows. the balance sheets carry way too much leverage in an environment of SHRINKING alcohol consumption. the next updates will tell us about volumes. Are alcohol stocks the new tobacco stocks Incoming HSD dividend yields + buybacks https://t.co/cAQC216cau Are alcohol stocks the new tobacco stocks Incoming HSD dividend yields + buybacks https://t.co/cAQC216cau"  
[X Link](https://x.com/Fin_Eng_Net/status/2010334764545233048)  2026-01-11T12:55Z [----] followers, [---] engagements

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