# ![@NStepmum Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1342810536233283585.png) @NStepmum NS Investments

NS Investments posts on X about $aafl, $rig, $val, $kspi the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1342810536233283585/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1342810536233283585/c:line/m:interactions.svg)

- [--] Week [------] +152%
- [--] Month [------] +31%
- [--] Months [-------] +48%
- [--] Year [-------] +432%

### Mentions: [--] [#](/creator/twitter::1342810536233283585/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1342810536233283585/c:line/m:posts_active.svg)

- [--] Week [--] +74%
- [--] Month [--] +9.90%
- [--] Months [---] +167%
- [--] Year [---] +231%

### Followers: [---] [#](/creator/twitter::1342810536233283585/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1342810536233283585/c:line/m:followers.svg)

- [--] Week [---] +3.90%
- [--] Month [---] +6.80%
- [--] Months [---] +43%
- [--] Year [---] +265%

### CreatorRank: [---------] [#](/creator/twitter::1342810536233283585/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1342810536233283585/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  22% [stocks](/list/stocks)  18% [cryptocurrencies](/list/cryptocurrencies)  13% [countries](/list/countries)  6% [travel destinations](/list/travel-destinations)  4% [technology brands](/list/technology-brands)  2% [products](/list/products)  2% [exchanges](/list/exchanges)  1% [currencies](/list/currencies)  1% [agencies](/list/agencies)  1%

**Social topic influence**
[$aafl](/topic/$aafl) 14%, [$rig](/topic/$rig) #75, [$val](/topic/$val) #43, [$kspi](/topic/$kspi) #2, [in the](/topic/in-the) 6%, [$bolpa](/topic/$bolpa) 6%, [$vty](/topic/$vty) 6%, [money](/topic/money) 6%, [stocks](/topic/stocks) 5%, [$sdrl](/topic/$sdrl) #11

**Top accounts mentioned or mentioned by**
[@contrariankiwi](/creator/undefined) [@taobanker](/creator/undefined) [@tommydeepwater](/creator/undefined) [@shravanrayhaan](/creator/undefined) [@grok](/creator/undefined) [@gpstonks](/creator/undefined) [@deepvalueco](/creator/undefined) [@marcotomasrodr](/creator/undefined) [@friendlycapmgmt](/creator/undefined) [@doktorandinvest](/creator/undefined) [@seethetrees1](/creator/undefined) [@toffcap](/creator/undefined) [@evfcfaddict](/creator/undefined) [@hann58445](/creator/undefined) [@gp_stonks](/creator/undefined) [@ultradeep3](/creator/undefined) [@theresaperrin](/creator/undefined) [@alpacacapital](/creator/undefined) [@koyfincharts](/creator/undefined) [@steigerwaldvalu](/creator/undefined)

**Top assets mentioned**
[Transocean LTD. (RIG)](/topic/$rig) [Validity (VAL)](/topic/$val) [Kaspi.kz Joint Stock Company (KSPI)](/topic/$kspi) [Seadrill Limited (SDRL)](/topic/$sdrl) [Airbloc (ABL)](/topic/$abl) [Arbidex (ABX)](/topic/$abx) [D-MARKET Electronic Services & Trading (HEPS)](/topic/$heps) [Alibaba Group (BABA)](/topic/$baba) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Millicom International Cellular S.A. Common Stock (TIGO)](/topic/$tigo) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Coinbase Global Inc. (COIN)](/topic/coinbase) [DoorDash Inc. (DASH)](/topic/doordash) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Xphere (XP)](/topic/$xp) [WEX (WEX)](/topic/$wex) [Cornerstone Building Brands, Inc. (CNR)](/topic/$cnr) [Sasol Limited (SSL)](/topic/$ssl) [Sezzle Inc. Common Stock (SEZL)](/topic/$sezl) [Sea Limited (SE)](/topic/$se) [Klarna Group plc (KLAR)](/topic/$klar) [Noble Corporation (NE)](/topic/$ne) [PolkaBridge (PBR)](/topic/$pbr) [Ecopetrol S.A (EC)](/topic/$ec) [Amplify Energy Corp. (AMPY)](/topic/$ampy) [Kosmos Energy Ltd. (KOS)](/topic/$kos)
### Top Social Posts
Top posts by engagements in the last [--] hours

"2 interesting in the space are 1)Saipem7 merger ( $spm.mi & $subc.ol) 2) $NOL.OL Oil Services are making new multi-month highs too. These are some of the wildest and most offensive stocks in the energy sector. https://t.co/4G9yIOyMnl Oil Services are making new multi-month highs too. These are some of the wildest and most offensive stocks in the energy sector. https://t.co/4G9yIOyMnl"  
[X Link](https://x.com/NStepmum/status/1987145118969704545)  2025-11-08T13:08Z [---] followers, [---] engagements


"$SUBC.OL the merger w/ $SPM.MI will make it into an offshore energy service powerhouse. Lots of synergies and is even cheap before the merger"  
[X Link](https://x.com/NStepmum/status/1994167338636382418)  2025-11-27T22:11Z [---] followers, [---] engagements


"Still believe the $SUBC.OL $SPM.MI is wildly underfollowed by the roaring offshore bulls on this platform but I dont mind tho"  
[X Link](https://x.com/NStepmum/status/1998844887924617309)  2025-12-10T19:58Z [---] followers, [---] engagements


"Why not just long some telcos in unstable countries with high population and economic growth and call it a day $AAF.L $VEON $TIGO"  
[X Link](https://x.com/NStepmum/status/2007024501759025606)  2026-01-02T09:41Z [---] followers, [---] engagements


"Air Astana a very well run airline (high margins low cash cost per p) has the [--] largest Kazach Air Carriers a full service and low cost carrier has $535M net cash while trading for $600M and H1 ltm ebitda at $353M lease exp at $180M I know Airlines are shit bizz but damn"  
[X Link](https://x.com/NStepmum/status/2011386504225165547)  2026-01-14T10:34Z [---] followers, [---] engagements


"Happy $RIG at $5 and $VLE.TO at $10 for all the soldiers that celebrate 🍾"  
[X Link](https://x.com/NStepmum/status/2016931382979608792)  2026-01-29T17:48Z [---] followers, [----] engagements


"@taobanker They both have obscene levels of FCF though. They are diluting cash adjusted equity at like 15-20%"  
[X Link](https://x.com/NStepmum/status/2017882324700934508)  2026-02-01T08:46Z [---] followers, [---] engagements


"@taobanker I meant SBC instead of FCF Its litterally two thirds of $UDMY's 'adjusted' ebitda"  
[X Link](https://x.com/NStepmum/status/2017920487838343593)  2026-02-01T11:18Z [---] followers, [--] engagements


"Through what instrument can I short the premier league refcam"  
[X Link](https://x.com/NStepmum/status/2020116792941687262)  2026-02-07T12:45Z [---] followers, [---] engagements


"Yeah well fuck me for passing in it but congrats to all the $INPST.AS holders I wonder what differentiates $INPST from competitors Seems pretty much like a commodity business to me. They are taking market share while increasing prices though. I wonder what differentiates $INPST from competitors Seems pretty much like a commodity business to me. They are taking market share while increasing prices though"  
[X Link](https://x.com/NStepmum/status/2020840025127088539)  2026-02-09T12:39Z [---] followers, [---] engagements


"$RIG mixed feelings. But the management with the best marketing to buy the cheapest fleet and to consolidate the drillship space into [--] players aint a bad thing for everyone. I think we go way higher as the supply will get more constrained with the elimination of the worst actor"  
[X Link](https://x.com/NStepmum/status/2020919923610886303)  2026-02-09T17:57Z [---] followers, [----] engagements


"Could see it happening that $RIG spins out the jack ups & ARO with some leverage. And then goes on to acquire NOL for example"  
[X Link](https://x.com/NStepmum/status/2020951497899655672)  2026-02-09T20:02Z [---] followers, [----] engagements


"@TommyDeepwater Controlling supply 🔥. Huge thing for the drillship sector"  
[X Link](https://x.com/NStepmum/status/2021224843291603136)  2026-02-10T14:08Z [---] followers, [---] engagements


"@GP_stonks 50%+ oil and gas then 25% (emerging markets) financials and then throw in some antimony gold coal phosphates and lumber Yeah well the recurring team is that its not something a sane financial advisor would advise but the stuff could go higher. Well see"  
[X Link](https://x.com/NStepmum/status/2021311952908112048)  2026-02-10T19:54Z [---] followers, [--] engagements


"$HOOD is basically a crypto and options broker that happens to do equities on the side. Its a dressed up Coinbase"  
[X Link](https://x.com/NStepmum/status/2021651909917257910)  2026-02-11T18:25Z [---] followers, [---] engagements


"Could be a great short to crypto volumes decreasing"  
[X Link](https://x.com/NStepmum/status/2021652306702610776)  2026-02-11T18:27Z [---] followers, [--] engagements


"Happy $RIG at $6 and $VLE.TO at $11 to those who celebrate 🍾 Happy $RIG at $5 and $VLE.TO at $10 for all the soldiers that celebrate 🍾 https://t.co/eIOEH1ccsU Happy $RIG at $5 and $VLE.TO at $10 for all the soldiers that celebrate 🍾 https://t.co/eIOEH1ccsU"  
[X Link](https://x.com/NStepmum/status/2021675313118212311)  2026-02-11T19:58Z [---] followers, [---] engagements


"@Ultradeep3 Thats why $RIG and $NOL are my biggest drilling equity positions"  
[X Link](https://x.com/NStepmum/status/1958802691200549166)  2025-08-22T08:05Z [---] followers, [---] engagements


"Odet / Bollor ratio approaching the magic [---] mark👀 Time to pick up some $BOL.PA $ODET.PA"  
[X Link](https://x.com/NStepmum/status/1968685315515613629)  2025-09-18T14:35Z [---] followers, [---] engagements


"Stocks I've been buying last [--] weeks $EDR.MC $VLE.TO $ABL $BFIT.AS $SUBC.OL $OGI $AZE.BR"  
[X Link](https://x.com/NStepmum/status/1994164608056107347)  2025-11-27T22:01Z [---] followers, [----] engagements


"75% of loan book unsecured thats ballsy High teens equity ratio though. 3x trailing earnings 17% dividend yield $HSBK Bought the thing today. Might start a position in $KSPI too. The country should do well in a commidity bull run"  
[X Link](https://x.com/NStepmum/status/1998020281848476130)  2025-12-08T13:22Z [---] followers, [----] engagements


"Top [--] picks into 2026: $VLE.TO $RIG $ABX $TIGR $KSPI Quick pitch 👇"  
[X Link](https://x.com/NStepmum/status/2006033522666967198)  2025-12-30T16:03Z [---] followers, [----] engagements


"$KSPI Kazach superapp uber amazon doordash booking payments in one app. 7x earnings. Had a bad year due to iphone supply issues and throwing cash at its subsidiairy $heps where growth is reaccelerating since kspi took control. Is way too cheap here imo. Returns w div & bb"  
[X Link](https://x.com/NStepmum/status/2006041395916656945)  2025-12-30T16:35Z [---] followers, [---] engagements


"I wanted to keep more cash but man i cant keep my hands of $TIGR at these levels"  
[X Link](https://x.com/NStepmum/status/2017251651065696564)  2026-01-30T15:00Z [---] followers, [---] engagements


"Its actually remarkable how much better Kaspi $KSPI (left) consumer finance underwriting seems to be than Halyk $HSBK (right image). 1% vs 6%. Or am I misreading this Since KSPI's loan assets are 4x its TBV it matters"  
[X Link](https://x.com/NStepmum/status/2017732990122570152)  2026-01-31T22:53Z [---] followers, [----] engagements


"$KSPI is gonna have a great run when the KZ base rate decreases from 16.5%. Lots of consumer spending & lending to be done. I also like their capital allocation and believe that mgmt will turn things around in TR. Anyway Halyk is an amazing stock too. Own both at a 5% weight"  
[X Link](https://x.com/NStepmum/status/2017738091587391927)  2026-01-31T23:13Z [---] followers, [---] engagements


"$TIGR is under 7x ex-cash ltm earnings. You dont see that often for a brokerage with 70% yoy rev growth and margin expansion. But yeah nobody cares anyway"  
[X Link](https://x.com/NStepmum/status/2018983018808131883)  2026-02-04T09:40Z [---] followers, [---] engagements


"My buy on dip list: $TIGR $KSPI $ABX $CAMB.BR $XP $WEX $CNR $YAL.AX and some EM stock exchanges The maybe list: $SE $SSL $SEZL $KLAR $OGI $FUTU Have to do more work list: $GGAL and the banks Diversifying my way out of O&G Happy hunting brothers 🤝"  
[X Link](https://x.com/NStepmum/status/2019700954292257261)  2026-02-06T09:13Z [---] followers, [---] engagements


"$RIG $VAL I wonder if the IOC's are stressed out right now by the Valocean or Translaris merger. Anyway with brent flirting with $70 during the 'supply glut' and consolidation we could see rates take off by [----] We go way fucking higher"  
[X Link](https://x.com/NStepmum/status/2020921998445003085)  2026-02-09T18:05Z [---] followers, [----] engagements


"Scrap more stuff $RIG $VAL $NE $SDRL"  
[X Link](https://x.com/NStepmum/status/2020931254267543928)  2026-02-09T18:42Z [---] followers, [---] engagements


"@GP_stonks I like $PBR as the cheapest IOC and has the brazil tailwind. $EC also has infrastructure assets across latam and I like $TNZ.TO too obviously as I have a 8% weight in it. $AMPY and $KOS look interesting. Valeura was so assymetric and high upside that it I loaded the truck"  
[X Link](https://x.com/NStepmum/status/2021321145153146972)  2026-02-10T20:31Z [---] followers, [---] engagements


"@ContrarianKiwi @theresa_perrin Really Ibkr says 18/03"  
[X Link](https://x.com/NStepmum/status/2022390408073076988)  2026-02-13T19:20Z [---] followers, [--] engagements


"$OIH Oil and gas exploration back on Europes agenda says Energean chief https://t.co/fcDWpro9eV Oil and gas exploration back on Europes agenda says Energean chief https://t.co/fcDWpro9eV"  
[X Link](https://x.com/NStepmum/status/2018053541533749313)  2026-02-01T20:07Z [---] followers, [---] engagements


"The lesson here is deleveraging is a better catalyst than cheapness on absolute value $RIG $NOL Also think $VAL would be way higher if management bought back more stock in the '25 lows Ready for the off shore bull market. Sight tight brothers and see yall on Ibiza in [----] 45% allocation into off shore Worst case Belgium has great social security 🫣😂 $VAL $RIG $SDRL $NOL.OL https://t.co/oA70sSLqeP Ready for the off shore bull market. Sight tight brothers and see yall on Ibiza in [----] 45% allocation into off shore Worst case Belgium has great social security 🫣😂 $VAL $RIG $SDRL $NOL.OL"  
[X Link](https://x.com/NStepmum/status/2020494466465812543)  2026-02-08T13:46Z [---] followers, [----] engagements


"Why $VAL over $SDRL you dont get the jackup exposure"  
[X Link](https://x.com/NStepmum/status/2021105384681886080)  2026-02-10T06:14Z [---] followers, [----] engagements


"@Alpaca_Capital Spin the jackups of and have it merged with $BORR thats what I say"  
[X Link](https://x.com/NStepmum/status/2021322944803184933)  2026-02-10T20:38Z [---] followers, [---] engagements


"Been a great year (so far) Mostly hard assets and (EM) financials May have a bit too much oil beta New names $AGBK $IFOS.V $MAI.V"  
[X Link](https://x.com/NStepmum/status/2022600875248881948)  2026-02-14T09:16Z [---] followers, [---] engagements


"The KZ Tenge is strengthening vs USD should give bottom line tailwind to $KSPI. Lots of one offs in its net income line with the iPhone supply issues FX KZ rate cycle and integration of (unprofitable) TR $HEPS business. Strong KZ rate down play. High Q bizz at 6x pe"  
[X Link](https://x.com/NStepmum/status/2022604463047905703)  2026-02-14T09:30Z [---] followers, [---] engagements


"@shravanrayhaan @deepvalueco @grok @grok when was the last time baring vostok sold a share of $kspi Thanks"  
[X Link](https://x.com/NStepmum/status/2022696692689310013)  2026-02-14T15:37Z [---] followers, [---] engagements


"@grok @shravanrayhaan @deepvalueco Thanks"  
[X Link](https://x.com/NStepmum/status/2022697400213598635)  2026-02-14T15:40Z [---] followers, [--] engagements


"The TTF holy shit"  
[X Link](https://x.com/NStepmum/status/2012147174805762352)  2026-01-16T12:57Z [---] followers, [---] engagements


"And a historically price to sbc $WIX approaching $80/share and getting close to historically low valuation on a LTM sales multiple basis. https://t.co/RklKdHekmj $WIX approaching $80/share and getting close to historically low valuation on a LTM sales multiple basis. https://t.co/RklKdHekmj"  
[X Link](https://x.com/NStepmum/status/2012311301591073066)  2026-01-16T23:49Z [---] followers, [---] engagements


"@taobanker Why havent the quants have picked this over An obvious screen"  
[X Link](https://x.com/NStepmum/status/2012464763763089907)  2026-01-17T09:59Z [---] followers, [---] engagements


"If anyone is looking for shorts there you go"  
[X Link](https://x.com/NStepmum/status/2012529884287975866)  2026-01-17T14:18Z [---] followers, [---] engagements


"$RIG Guys its ok I offered some of my $RIG calls to the markets. Rally confirmed now Guys its ok I offered some of my $RIG calls to the markets. Rally confirmed now"  
[X Link](https://x.com/NStepmum/status/2014004338247586264)  2026-01-21T15:57Z [---] followers, [---] engagements


"Up 11% ytd and feels like my year is beyond saving when im scrolling through this app"  
[X Link](https://x.com/NStepmum/status/2014406217490198765)  2026-01-22T18:34Z [---] followers, [---] engagements


"RT @KoyfinCharts: Instead of trying to beat the S&P why not buy the S&P and have more free time"  
[X Link](https://x.com/NStepmum/status/2014851734825230461)  2026-01-24T00:04Z [---] followers, [---] engagements


"@marcotomasrodr @FriendlyCapMgmt I mean just look at rev growth and margin growth. Its obscene. Its at 5x/ forward earnings. They should be more agressive on geographic expansion though"  
[X Link](https://x.com/NStepmum/status/2015005065300357618)  2026-01-24T10:13Z [---] followers, [--] engagements


"Lumber has got to be the most underfollowed commodity story right now"  
[X Link](https://x.com/NStepmum/status/2015866291119108296)  2026-01-26T19:15Z [---] followers, [---] engagements


"@SteigerwaldValu @BuyCheapNPray My guy $Aaf.L is my biggest position. An actual no brainer for me"  
[X Link](https://x.com/NStepmum/status/1833461623572353288)  2024-09-10T11:04Z [---] followers, [---] engagements


"@dolores_park888 They restarted the repurchase program. They were indeed skiing in the alps is it turns out. $vty"  
[X Link](https://x.com/NStepmum/status/1876650605235851365)  2025-01-07T15:22Z [---] followers, [---] engagements


"Vistry $VTY now trading at 0.7x TBV and at 8x EV/ depressed Ebit. IBs are giving it a sell rating. Land bank is actually decreasing works in progress is rising so over time invested capital should go down. I think from here on the stock cant go down much lower"  
[X Link](https://x.com/NStepmum/status/1877286278678433887)  2025-01-09T09:28Z [---] followers, [----] engagements


"$IWG and $VAL now over 50% of my portfolio. Dont think this is smart but id rather learn the hard way. Imo two great risk reward opportunities. I struggle to ser downside scenarios for both companies. Still fucking poor anyways"  
[X Link](https://x.com/NStepmum/status/1878581409843220972)  2025-01-12T23:14Z [---] followers, [---] engagements


"Is $VTY update in after hours"  
[X Link](https://x.com/NStepmum/status/1879423735423496314)  2025-01-15T07:01Z [---] followers, [---] engagements


"Even that i dont like the bizz Canal+ $can.l is trading dangerously cheap here"  
[X Link](https://x.com/NStepmum/status/1884839214845501528)  2025-01-30T05:41Z [---] followers, [---] engagements


"Update of stock portfolio: Sold some $VTY at [---] for $VAL at 40.15$ (almost ticked the bottom). Note to self: carefull with borrowed thesises (like Vistry). We march on Sold PDD to buy TSE and SUP. Felt dumb. $IWG $VAL $OGI $EDR $BFIT $EVO $VTY $VIV $QRTEA $SUP $TSE"  
[X Link](https://x.com/NStepmum/status/1888531361985618025)  2025-02-09T10:12Z [---] followers, [----] engagements


"@MarquesFrancoA1 @RemindMe_OfThis Ever heard of off shore drilling"  
[X Link](https://x.com/NStepmum/status/1890350276797767832)  2025-02-14T10:40Z [---] followers, [---] engagements


"Is he or is he not directly reffering to $SOC New pipeline rule = faster builds & fewer delays @FERCs final rule [---] means fewer cancelations and faster completions - cutting projects by [---] months and giving more confidence to investors. No longer are we allowing lawsuits to pause these critical projects. New pipeline rule = faster builds & fewer delays @FERCs final rule [---] means fewer cancelations and faster completions - cutting projects by [---] months and giving more confidence to investors. No longer are we allowing lawsuits to pause these critical projects"  
[X Link](https://x.com/NStepmum/status/1975969674572833182)  2025-10-08T17:00Z [---] followers, [----] engagements


"@ALEXEIMARTOV And Ukraine is even its slowest growth market (obviously though). Very interesting setup"  
[X Link](https://x.com/NStepmum/status/1979154826161242254)  2025-10-17T11:57Z [---] followers, [--] engagements


"I should just put my money in well run developping country telcos and call it a day. $VEON is another name like thay possibly even cheaper (for sure the short $KYIV stub)"  
[X Link](https://x.com/NStepmum/status/1983174784667267290)  2025-10-28T14:11Z [---] followers, [---] engagements


"Sold $SDRL and $VAL Ready for the off shore bull market. Sight tight brothers and see yall on Ibiza in [----] 45% allocation into off shore Worst case Belgium has great social security 🫣😂 $VAL $RIG $SDRL $NOL.OL https://t.co/oA70sSLqeP Ready for the off shore bull market. Sight tight brothers and see yall on Ibiza in [----] 45% allocation into off shore Worst case Belgium has great social security 🫣😂 $VAL $RIG $SDRL $NOL.OL https://t.co/oA70sSLqeP"  
[X Link](https://x.com/NStepmum/status/2000169266625253812)  2025-12-14T11:41Z [---] followers, [---] engagements


"@ContrarianKiwi @DoktorandInvest Tigr as it has a big margin opportunity and is already cheaper on earnings. That said futu is the faster grower but tigr might be accelerating. Futu will do well too I hold tigr with a cost base just below $9 at a 7.7% weight and feel way underallocated i dont own futu but like"  
[X Link](https://x.com/NStepmum/status/2010829288547725485)  2026-01-12T21:40Z [---] followers, [---] engagements


"@ContrarianKiwi @DoktorandInvest Youre based in NZ do you or any friends use tigr Do they like it"  
[X Link](https://x.com/NStepmum/status/2010945522379411669)  2026-01-13T05:22Z [---] followers, [--] engagements


"@marcotomasrodr @FriendlyCapMgmt Evo's top line was/ is decelerating tigr is definetly not"  
[X Link](https://x.com/NStepmum/status/2015002420682596395)  2026-01-24T10:03Z [---] followers, [--] engagements


"@seethetrees1 Watch what happens when the street realizes that onshore production decreases and the way forward is offshore for non opec"  
[X Link](https://x.com/NStepmum/status/2016933755185729793)  2026-01-29T17:57Z [---] followers, [--] engagements


"Whoever wants to retire: leverage the fuck up on $aaf.l and sit tight"  
[X Link](https://x.com/NStepmum/status/1824043606887350716)  2024-08-15T11:20Z [---] followers, [---] engagements


"@ToffCap Airtel africa $aaf.l. Indian owned london based telecom active in sub sahara africa trading at 5x fwd earnings. Spinning off mobile money segment in early [----]. Whatever happens there will be value to be unlocked"  
[X Link](https://x.com/NStepmum/status/1836806561521410262)  2024-09-19T16:36Z [---] followers, [----] engagements


"If you are a CEO and you want your stock to be perpetually undervalued: go list in your company London and start reporting your annual reports in dollars or euro's. $IWG.L $AAF.L $HTWS.L"  
[X Link](https://x.com/NStepmum/status/1874564369583075571)  2025-01-01T21:12Z [---] followers, [---] engagements


"Why did $VTY stop their buyback program since the last profit warning Is this something to worry about or are the banks executing the trades skiing in the alps"  
[X Link](https://x.com/NStepmum/status/1876015758372995085)  2025-01-05T21:19Z [---] followers, [----] engagements


"Third off comes $VTY. I think downside is limited now at 0.7x TBV. I have absolutely no clue about the upside. Wont be the new NVR. I hope to find time to do some more digging myself"  
[X Link](https://x.com/NStepmum/status/1878582206408581485)  2025-01-12T23:17Z [---] followers, [---] engagements


"I think Lagardere should split. $MMB.PA. I dont think there are that many synergies. A pure play publisher could be very interesting for unlocking high margin expansion with audio books rising in the book sales mix. Audiobooks are actually $SPOTs main profitabilty driver"  
[X Link](https://x.com/NStepmum/status/1882725997222752370)  2025-01-24T09:43Z [---] followers, [---] engagements


"If only had sticked to this 🥲 $aaf.l $baba $bol.l Redesigned portfolio: 30% $bol.pa 30% $baba 30% $aaf.l 10% $qrtea [--] cheap conglomerates with great long term prospects who will create value for shareholders for years to come [--] degenarate shitco Redesigned portfolio: 30% $bol.pa 30% $baba 30% $aaf.l 10% $qrtea [--] cheap conglomerates with great long term prospects who will create value for shareholders for years to come [--] degenarate shitco"  
[X Link](https://x.com/NStepmum/status/1900533802427875695)  2025-03-14T13:05Z [---] followers, [---] engagements


"What multiple would you smack on this future stand-alone company $AAF.L"  
[X Link](https://x.com/NStepmum/status/1920523341321974221)  2025-05-08T16:57Z [---] followers, [---] engagements


"$AAF.L what a print. The one that didnt fail the one that couldnt fail. That mobile money bizz might is lowkey turning me on"  
[X Link](https://x.com/NStepmum/status/1948280629537206554)  2025-07-24T07:14Z [---] followers, [---] engagements


"I bought this in december last year in my brothers account not in my own cause i lagged firepower at that moment. I did not buy later in own acca when I had spare money because the stock went +5% in the week after the purchase There is a lesson here $AAF.L"  
[X Link](https://x.com/NStepmum/status/1956793912393146757)  2025-08-16T19:03Z [---] followers, [---] engagements


"@evfcfaddict Duopoly Brenntag univar tricon nagase etc. And ill give you edreams odigeo as a tip 🙃"  
[X Link](https://x.com/NStepmum/status/1961781954791010525)  2025-08-30T13:24Z [---] followers, [---] engagements


"Oil equities are almost a consensus long here on fintwit. Sentiment on chemicals is way darker (no position yet) $DOW $LYB $HUN $CE Oil might be the easiest investment to be contrarian in recent history Oil might be the easiest investment to be contrarian in recent history"  
[X Link](https://x.com/NStepmum/status/1978542004758782209)  2025-10-15T19:22Z [---] followers, [---] engagements


"$AAF.L had yet again a very strong print. Ebitda +30% yoy and acceleraring Capex flat Huuuge runway 5-6x ebitda Youll never stop this train 🔥"  
[X Link](https://x.com/NStepmum/status/1983174183254368702)  2025-10-28T14:09Z [---] followers, [---] engagements


"@TommyDeepwater They do have [--] HE semisub in Norway but thats not coming on the market untill '28"  
[X Link](https://x.com/NStepmum/status/1986556030201778680)  2025-11-06T22:07Z [---] followers, [---] engagements


"Anybody following $CO.PA"  
[X Link](https://x.com/NStepmum/status/1996174959564218809)  2025-12-03T11:09Z [---] followers, [---] engagements


"@hann58445 @dirtcheapbanks Increasing return on its loan book through more specialist lending decreasing its cost of deposits. Guides to make 15%+ rote and 4% nim( and is well on track) by [----] and is at 0.7x NTB. So a dirt cheap bank"  
[X Link](https://x.com/NStepmum/status/2018047437156278674)  2026-02-01T19:42Z [---] followers, [--] engagements


"I think Airtel Africa $AAL.L might be one of the most mispriced stocks i have seen. Indian owned Sub Saharan African Telecom company traded in london riding on the demographic explosion in africa. Trading at 2-3x EV/EBITDA with a spin-off of the mobile money segment upcoming"  
[X Link](https://x.com/NStepmum/status/1821874722012905860)  2024-08-09T11:42Z [---] followers, [---] engagements


"Working on a substack debut: Portfolio reveal. Should be out tonight or tomorrow and maybe but hopefully not tuesday Please stay tuned and leave a follow. Thanks brothers 🙏🫂 Stocks covered (A-Z) $ACIC $BFIT $EDR.MC $FIN.L $IWG $JOE $NOL.OL $OGI $RIG $SDRL $SEG $THS.L $VAL"  
[X Link](https://x.com/NStepmum/status/1951946526927773912)  2025-08-03T10:01Z [---] followers, [----] engagements


"Got offshore exploration $RIG $VAL $SPM.MI etc EXXON WARNINGS SIGNAL U.S. SHALE GROWTH PLATEAU Exxon CEO Darren Woods cautioned that U.S. shale oil growth may soon plateau due to declining prime drilling locations in the Permian Basin. Despite plans to boost Permian output 50% by [----] broader industry challenges persist https://t.co/gUmFhIbALp EXXON WARNINGS SIGNAL U.S. SHALE GROWTH PLATEAU Exxon CEO Darren Woods cautioned that U.S. shale oil growth may soon plateau due to declining prime drilling locations in the Permian Basin. Despite plans to boost Permian output 50% by [----] broader"  
[X Link](https://x.com/NStepmum/status/1977705815403270361)  2025-10-13T11:59Z [---] followers, [----] engagements


"Happy [---] for those who celebrate $AAF.L I think Airtel Africa $AAL.L might be one of the most mispriced stocks i have seen. Indian owned Sub Saharan African Telecom company traded in london riding on the demographic explosion in africa. Trading at 2-3x EV/EBITDA with a spin-off of the mobile money segment upcoming. I think Airtel Africa $AAL.L might be one of the most mispriced stocks i have seen. Indian owned Sub Saharan African Telecom company traded in london riding on the demographic explosion in africa. Trading at 2-3x EV/EBITDA with a spin-off of the mobile money segment upcoming"  
[X Link](https://x.com/NStepmum/status/1987907194805743858)  2025-11-10T15:36Z [---] followers, [---] engagements


"New trading day new $AZE all time low on the tariff threat Probably a great time to buy"  
[X Link](https://x.com/NStepmum/status/2013213166159675873)  2026-01-19T11:33Z [---] followers, [---] engagements


"I got burned enough in the john malone universe but $LBTYK looks cheap here. Lots of ways to unlock value like spinning out more EU telco assets and repurchases. Their private assets portfolio is worth more than the market cap alone putting a negative value on telco assets"  
[X Link](https://x.com/NStepmum/status/1950136847121727977)  2025-07-29T10:10Z [---] followers, [---] engagements


"@DeepSailCapital $prox.br Belgian Telecom provider mainly owned by belgium government. PE 7; Div yield 10%. Negative free cash flow (so has to take on debt to fund dividend) due toBig investments into glass fiber which brings no incremental subs + fourth player enters belgian market by end of '24"  
[X Link](https://x.com/NStepmum/status/1811355205666996718)  2024-07-11T11:01Z [---] followers, [---] engagements


"Redesigned portfolio: 30% $bol.pa 30% $baba 30% $aaf.l 10% $qrtea [--] cheap conglomerates with great long term prospects who will create value for shareholders for years to come [--] degenarate shitco"  
[X Link](https://x.com/NStepmum/status/1823834223335055696)  2024-08-14T21:28Z [---] followers, [---] engagements


"@castrobeiras $BOL.PA and $AAF.L"  
[X Link](https://x.com/NStepmum/status/1826926029144789231)  2024-08-23T10:14Z [---] followers, [---] engagements


"Why is it so hard to resist like any John Malone corporate event Almost the apple in the garden of eden. $wbd $lbty $qrtea $siri $trip My dumb ass would buy into all of them to watch them go -30% in a couple of months"  
[X Link](https://x.com/NStepmum/status/1838682696593346912)  2024-09-24T20:51Z [---] followers, [---] engagements


"@evfcfaddict @psyopcapital @pepersoons @mavix_leon @Abilitato_de @FRValue @Nesjamag @dsmoak98 @david_katunaric @gezzogero @memyselfandi006 @DB_Silver_Fox @AltayCapital @finance_schmidt @SebKrog @GWInvestors @Sutjeinvestor @SaeschInv @FoxCastlehold Is it better than $ODET.PA I used to own $bol.pa but thought the buyouts of the sister companies was a red flag and got out at [--]. Only thing I own in Bollor universe are leaps on $viv.pa expiring in march to capture the upside on the split haha. Call me crazy"  
[X Link](https://x.com/NStepmum/status/1859333903028248724)  2024-11-20T20:32Z [---] followers, [---] engagements


"@SpecSitsCapMgmt @ToffCap Why sell $tit.mi of all stakes I think he will buy out $viv.pa to remove complexity in the Bollor and increase stakes to 50+% in c+ and Havas for control. Thats why they go to other exchanges"  
[X Link](https://x.com/NStepmum/status/1864629524664553695)  2024-12-05T11:14Z [---] followers, [---] engagements


"The IV on long dated Bollor calls are dangerously low. Obviously no catalyst except a possible tender or merge with Odet $BOL.PA $ODET.PA"  
[X Link](https://x.com/NStepmum/status/1941942344502186249)  2025-07-06T19:28Z [---] followers, [---] engagements


"I like $BFIT's acqsuisition of CleverFit gives them a toehold into the franchise market and Central Europe. 10x ebitda is offcourse more than bfits current valuation but it has higher margin low capex revenues and a lot of strategic synergies"  
[X Link](https://x.com/NStepmum/status/1982749975210844466)  2025-10-27T10:03Z [---] followers, [---] engagements


"Now doing a rights offering at $GLIBK 🤠 A book release $WBD in a possible bidding war $QVCGA coming back from the dead. John Malone's end game has arrived upon us. We will be there. 👑 A book release $WBD in a possible bidding war $QVCGA coming back from the dead. John Malone's end game has arrived upon us. We will be there. 👑"  
[X Link](https://x.com/NStepmum/status/1986424902728229316)  2025-11-06T13:26Z [---] followers, [---] engagements


"That is ladies and gentlemen what I call a fat print. Glad I bought more today $ABL"  
[X Link](https://x.com/NStepmum/status/1986541373906932138)  2025-11-06T21:09Z [---] followers, [----] engagements


"$BFIT shifting to asset light growth with the franchise acquisition the covid opened clubs are finally inflecting as both members/ gym and ARPU are increasing . Less capex new openings and more franchise. Will the a cash machine from now on"  
[X Link](https://x.com/NStepmum/status/1994166811634618628)  2025-11-27T22:09Z [---] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing