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# ![@FirstHillcap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1544835698557059072.png) @FirstHillcap First Hill Capital

First Hill Capital posts on X about $gpw, $goog, stocks, $6532t the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1544835698557059072/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1544835698557059072/c:line/m:interactions.svg)

- X Week XXXXX +3,382%
- X Month XXXXX +422%
- X Months XXXXXX +316%
- X Year XXXXXX +31%

### Mentions: XX [#](/creator/twitter::1544835698557059072/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1544835698557059072/c:line/m:posts_active.svg)


### Followers: XXX [#](/creator/twitter::1544835698557059072/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1544835698557059072/c:line/m:followers.svg)

- X Week XXX +11%
- X Month XXX +18%
- X Months XXX +96%
- X Year XXX +66%

### CreatorRank: XXXXXXX [#](/creator/twitter::1544835698557059072/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1544835698557059072/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1544835698557059072/influence)
---

**Social category influence**
[finance](/list/finance)  [exchanges](/list/exchanges)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [currencies](/list/currencies) 

**Social topic influence**
[$gpw](/topic/$gpw), [$goog](/topic/$goog), [stocks](/topic/stocks), [$6532t](/topic/$6532t), [warsaw stock exchange](/topic/warsaw-stock-exchange), [goog](/topic/goog), [poland](/topic/poland), [$shva](/topic/$shva), [meta](/topic/meta), [asml](/topic/asml)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$goog) [Metadium (META)](/topic/$meta)
### Top Social Posts [#](/creator/twitter::1544835698557059072/posts)
---
Top posts by engagements in the last XX hours

"Does anyone care about takes on mega caps that I hold like $ASML $GOOG and $META Or we just care about the small cap My opinion is that great value can be found at either the smallest and most mispriced or the largest and most advantaged"  
![@FirstHillcap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1544835698557059072.png) [@FirstHillcap](/creator/x/FirstHillcap) on [X](/post/tweet/1946922616758948178) 2025-07-20 13:18:18 UTC XXX followers, XXX engagements


"Insane growth in Poland I typically dont like investing in EU but bullish for Polish stocks $GPW"  
![@FirstHillcap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1544835698557059072.png) [@FirstHillcap](/creator/x/FirstHillcap) on [X](/post/tweet/1944945686811980213) 2025-07-15 02:22:41 UTC XXX followers, XXX engagements


"I don't think investing in a net-net manufacturing company will go well especially for commodity products. The issue is competition; the only barrier to entry is the required capital expenditure. Over time the business's earning power may decline before the stock can re-rate. That's why I choose the high-quality businesses where time is on your side not against it"  
![@FirstHillcap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1544835698557059072.png) [@FirstHillcap](/creator/x/FirstHillcap) on [X](/post/tweet/1946688763700331006) 2025-07-19 21:49:03 UTC XXX followers, XXX engagements


"Under Japanese accounting the equity method values the stake at cost + share of profits not market value. The gains stay unrealized on the balance sheet so it doesn't screen well"  
![@FirstHillcap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1544835698557059072.png) [@FirstHillcap](/creator/x/FirstHillcap) on [X](/post/tweet/1946932272537493624) 2025-07-20 13:56:40 UTC XXX followers, XXX engagements


"Another good quarter out from Baycurrent Consulting ($6532) resulting in a XX% jump in the stock. However there are some problems with this one: The cash is piling up and there is no plan to return capital except XX% of earnings and a statement that company will make additional special repurchases based on the financial position and stock price. The growth story hasnt really changed at all the company is just achieving the growth targets it set (+20%) The Utilization rate dropped to XX% which is a concern because one of the main criticisms with the Baycurrent model is they are hiring too many"  
![@FirstHillcap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1544835698557059072.png) [@FirstHillcap](/creator/x/FirstHillcap) on [X](/post/tweet/1879710390918971633) 2025-01-16 02:00:55 UTC XXX followers, XXX engagements


"Weekly Update to the covered stocks 7/12/25: RS Technologies $3445 🟢+ XX% Warsaw Stock Exchange $GPW 🟢+ XX% Automatic Bank Services $SHVA 🟢 +27% Zengame $2660 🔴 -18%"  
![@FirstHillcap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1544835698557059072.png) [@FirstHillcap](/creator/x/FirstHillcap) on [X](/post/tweet/1944123438479589452) 2025-07-12 19:55:22 UTC XXX followers, XXX engagements


"I have a write up on a deep value Japanese company The market cap is 531m USD they have 520m of cash and they own 800m in marketable securities. Yes those numbers are right AND they return cash to shareholders Link in the bio"  
![@FirstHillcap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1544835698557059072.png) [@FirstHillcap](/creator/x/FirstHillcap) on [X](/post/tweet/1946694724422639982) 2025-07-19 22:12:44 UTC XXX followers, 4585 engagements


"Sold out of Baycurrent Consulting. It is a great company and I think it will still do well going forward. If it actually does continue to grow at XX% per year then the XX PE will eventually look cheap. Lets see if this is a mistake"  
![@FirstHillcap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1544835698557059072.png) [@FirstHillcap](/creator/x/FirstHillcap) on [X](/post/tweet/1940819458878328839) 2025-07-03 17:06:32 UTC XXX followers, XXX engagements


"Q2 Updates to profiled companies: Warsaw Stock exchange $GPW Automatic Bank Services $SHVA BayCurrent $6532 RS Technologies $3445 and Zengame $2660 Here are the companies Ive written about with performance and updates since the initial write-up: Warsaw Stock Exchange $GPW Write-up date: Jan XX 2025 Warsaw Stock exchange has been performing particularly well since I first wrote it up on 1/18/2025. The company released its Q1 numbers and turnover reached record highs. For most of GPWs earnings turnover is the main driver of performance as opposed to other major exchanges where an increasing"  
![@FirstHillcap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1544835698557059072.png) [@FirstHillcap](/creator/x/FirstHillcap) on [X](/post/tweet/1929239690764321108) 2025-06-01 18:12:40 UTC XXX followers, 2834 engagements


"Today Im highlighting Gielda Papierw Wartosciowych the operator of the Warsaw Stock Exchangea small overlooked company with steady returns and potential for outsized returns with good execution and possible acquisition. Foreign Public Stock exchanges - Local Monopolies My interest in small foreign stock exchanges began with my investment in the Tel Aviv Stock Exchange (TASE) in January of this year. That idea stemmed from a 2023 post on VIC and since then TASEs stock has climbed XXX% from my purchase price making it one of the top performers in my portfolio. This prompted some research into"  
![@FirstHillcap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1544835698557059072.png) [@FirstHillcap](/creator/x/FirstHillcap) on [X](/post/tweet/1946698945339506728) 2025-07-19 22:29:31 UTC XXX followers, 1709 engagements


"Baycurrent Consulting (TKSE:6532) has been performing very well recently increasing to a P/E ratio of XX and NTM P/E of XX. This is a great company but it is hard to let it run when $GOOG trades at XX P/E Not Selling"  
![@FirstHillcap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1544835698557059072.png) [@FirstHillcap](/creator/x/FirstHillcap) on [X](/post/tweet/1832392593709121795) 2024-09-07 12:16:53 UTC XXX followers, 1460 engagements


"@81Ninjau No not yet but the name has come up before. Anything interesting"  
![@FirstHillcap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1544835698557059072.png) [@FirstHillcap](/creator/x/FirstHillcap) on [X](/post/tweet/1946721998924550337) 2025-07-20 00:01:07 UTC XXX followers, XX engagements


"Good performance this half but I also think judging by the YTD is pointless better to look at the 1-3 yr perf and judge off of that Big winners have been $2660 $TASE & $3445 Write ups on forbidden platform for free with performance since write up"  
![@FirstHillcap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1544835698557059072.png) [@FirstHillcap](/creator/x/FirstHillcap) on [X](/post/tweet/1939838380402983094) 2025-07-01 00:08:04 UTC XXX followers, 1353 engagements


"The best-performing stocks this year arent in the U.S. Theyre in Poland And the Warsaw stock exchange just posted its highest monthly trading volume in the past XX years Bullish. $GPW"  
![@FirstHillcap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1544835698557059072.png) [@FirstHillcap](/creator/x/FirstHillcap) on [X](/post/tweet/1944385656244908064) 2025-07-13 13:17:20 UTC XXX followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@FirstHillcap Avatar @FirstHillcap First Hill Capital

First Hill Capital posts on X about $gpw, $goog, stocks, $6532t the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXX +3,382%
  • X Month XXXXX +422%
  • X Months XXXXXX +316%
  • X Year XXXXXX +31%

Mentions: XX #

Mentions Line Chart

Followers: XXX #

Followers Line Chart

  • X Week XXX +11%
  • X Month XXX +18%
  • X Months XXX +96%
  • X Year XXX +66%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence finance exchanges stocks technology brands countries currencies

Social topic influence $gpw, $goog, stocks, $6532t, warsaw stock exchange, goog, poland, $shva, meta, asml

Top assets mentioned Alphabet Inc Class A (GOOGL) Metadium (META)

Top Social Posts #


Top posts by engagements in the last XX hours

"Does anyone care about takes on mega caps that I hold like $ASML $GOOG and $META Or we just care about the small cap My opinion is that great value can be found at either the smallest and most mispriced or the largest and most advantaged"
@FirstHillcap Avatar @FirstHillcap on X 2025-07-20 13:18:18 UTC XXX followers, XXX engagements

"Insane growth in Poland I typically dont like investing in EU but bullish for Polish stocks $GPW"
@FirstHillcap Avatar @FirstHillcap on X 2025-07-15 02:22:41 UTC XXX followers, XXX engagements

"I don't think investing in a net-net manufacturing company will go well especially for commodity products. The issue is competition; the only barrier to entry is the required capital expenditure. Over time the business's earning power may decline before the stock can re-rate. That's why I choose the high-quality businesses where time is on your side not against it"
@FirstHillcap Avatar @FirstHillcap on X 2025-07-19 21:49:03 UTC XXX followers, XXX engagements

"Under Japanese accounting the equity method values the stake at cost + share of profits not market value. The gains stay unrealized on the balance sheet so it doesn't screen well"
@FirstHillcap Avatar @FirstHillcap on X 2025-07-20 13:56:40 UTC XXX followers, XXX engagements

"Another good quarter out from Baycurrent Consulting ($6532) resulting in a XX% jump in the stock. However there are some problems with this one: The cash is piling up and there is no plan to return capital except XX% of earnings and a statement that company will make additional special repurchases based on the financial position and stock price. The growth story hasnt really changed at all the company is just achieving the growth targets it set (+20%) The Utilization rate dropped to XX% which is a concern because one of the main criticisms with the Baycurrent model is they are hiring too many"
@FirstHillcap Avatar @FirstHillcap on X 2025-01-16 02:00:55 UTC XXX followers, XXX engagements

"Weekly Update to the covered stocks 7/12/25: RS Technologies $3445 🟢+ XX% Warsaw Stock Exchange $GPW 🟢+ XX% Automatic Bank Services $SHVA 🟢 +27% Zengame $2660 🔴 -18%"
@FirstHillcap Avatar @FirstHillcap on X 2025-07-12 19:55:22 UTC XXX followers, XXX engagements

"I have a write up on a deep value Japanese company The market cap is 531m USD they have 520m of cash and they own 800m in marketable securities. Yes those numbers are right AND they return cash to shareholders Link in the bio"
@FirstHillcap Avatar @FirstHillcap on X 2025-07-19 22:12:44 UTC XXX followers, 4585 engagements

"Sold out of Baycurrent Consulting. It is a great company and I think it will still do well going forward. If it actually does continue to grow at XX% per year then the XX PE will eventually look cheap. Lets see if this is a mistake"
@FirstHillcap Avatar @FirstHillcap on X 2025-07-03 17:06:32 UTC XXX followers, XXX engagements

"Q2 Updates to profiled companies: Warsaw Stock exchange $GPW Automatic Bank Services $SHVA BayCurrent $6532 RS Technologies $3445 and Zengame $2660 Here are the companies Ive written about with performance and updates since the initial write-up: Warsaw Stock Exchange $GPW Write-up date: Jan XX 2025 Warsaw Stock exchange has been performing particularly well since I first wrote it up on 1/18/2025. The company released its Q1 numbers and turnover reached record highs. For most of GPWs earnings turnover is the main driver of performance as opposed to other major exchanges where an increasing"
@FirstHillcap Avatar @FirstHillcap on X 2025-06-01 18:12:40 UTC XXX followers, 2834 engagements

"Today Im highlighting Gielda Papierw Wartosciowych the operator of the Warsaw Stock Exchangea small overlooked company with steady returns and potential for outsized returns with good execution and possible acquisition. Foreign Public Stock exchanges - Local Monopolies My interest in small foreign stock exchanges began with my investment in the Tel Aviv Stock Exchange (TASE) in January of this year. That idea stemmed from a 2023 post on VIC and since then TASEs stock has climbed XXX% from my purchase price making it one of the top performers in my portfolio. This prompted some research into"
@FirstHillcap Avatar @FirstHillcap on X 2025-07-19 22:29:31 UTC XXX followers, 1709 engagements

"Baycurrent Consulting (TKSE:6532) has been performing very well recently increasing to a P/E ratio of XX and NTM P/E of XX. This is a great company but it is hard to let it run when $GOOG trades at XX P/E Not Selling"
@FirstHillcap Avatar @FirstHillcap on X 2024-09-07 12:16:53 UTC XXX followers, 1460 engagements

"@81Ninjau No not yet but the name has come up before. Anything interesting"
@FirstHillcap Avatar @FirstHillcap on X 2025-07-20 00:01:07 UTC XXX followers, XX engagements

"Good performance this half but I also think judging by the YTD is pointless better to look at the 1-3 yr perf and judge off of that Big winners have been $2660 $TASE & $3445 Write ups on forbidden platform for free with performance since write up"
@FirstHillcap Avatar @FirstHillcap on X 2025-07-01 00:08:04 UTC XXX followers, 1353 engagements

"The best-performing stocks this year arent in the U.S. Theyre in Poland And the Warsaw stock exchange just posted its highest monthly trading volume in the past XX years Bullish. $GPW"
@FirstHillcap Avatar @FirstHillcap on X 2025-07-13 13:17:20 UTC XXX followers, XXX engagements

creator/x::FirstHillcap
/creator/x::FirstHillcap