# ![@QuestforYield Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1184147780127907840.png) @QuestforYield Quest for Yield

Quest for Yield posts on X about $vna, $vty, $leg, $psdll the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1184147780127907840/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1184147780127907840/c:line/m:interactions.svg)

- [--] Week [-----] -63%
- [--] Month [------] +32%
- [--] Months [-------] -9.50%
- [--] Year [-------] -21%

### Mentions: [--] [#](/creator/twitter::1184147780127907840/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1184147780127907840/c:line/m:posts_active.svg)

- [--] Week [--] +250%
- [--] Month [--] +86%
- [--] Months [---] +79%
- [--] Year [---] +130%

### Followers: [---] [#](/creator/twitter::1184147780127907840/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1184147780127907840/c:line/m:followers.svg)

- [--] Week [---] +0.57%
- [--] Month [---] +5.90%
- [--] Months [---] +17%
- [--] Year [---] +134%

### CreatorRank: [---------] [#](/creator/twitter::1184147780127907840/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1184147780127907840/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  42.57% [stocks](/list/stocks)  20.79% [countries](/list/countries)  11.88% [currencies](/list/currencies)  4.95% [technology brands](/list/technology-brands)  4.95% [cryptocurrencies](/list/cryptocurrencies)  4.95% [travel destinations](/list/travel-destinations)  2.97% [financial services](/list/financial-services)  1.98% [exchanges](/list/exchanges)  0.99% [social networks](/list/social-networks)  0.99%

**Social topic influence**
[$vna](/topic/$vna) 31.68%, [$vty](/topic/$vty) 20.79%, [$leg](/topic/$leg) 9.9%, [$psdll](/topic/$psdll) 7.92%, [strong](/topic/strong) 7.92%, [gold](/topic/gold) 6.93%, [ceo](/topic/ceo) 6.93%, [$vtyl](/topic/$vtyl) 6.93%, [business](/topic/business) 6.93%, [bullish](/topic/bullish) 5.94%

**Top accounts mentioned or mentioned by**
[@wghhn123](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@hcapinvesting](/creator/undefined) [@r2discovery](/creator/undefined) [@one_foothurdle](/creator/undefined) [@geminiapp](/creator/undefined) [@officiallogank](/creator/undefined) [@napoleonbonabot](/creator/undefined) [@polymarket](/creator/undefined) [@starlink](/creator/undefined) [@lufthansa](/creator/undefined) [@toffcap](/creator/undefined) [@compound248](/creator/undefined) [@sama](/creator/undefined) [@jay21](/creator/undefined) [@bankingip](/creator/undefined) [@typicalcapital](/creator/undefined) [@beentherecap](/creator/undefined) [@capitalemployed](/creator/undefined) [@yetanothervalue](/creator/undefined)

**Top assets mentioned**
[Leggett & Platt, Inc. (LEG)](/topic/$leg) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Apartment Investment and Management Company (AIV)](/topic/$aiv) [Cheniere Energy, Inc. (LNG)](/topic/$lng) [Elevation Oncology, Inc.  (ELEV)](/topic/$elev) [Caught in 4K (4K)](/topic/$4k) [Bank of America (BAC)](/topic/bank-of-america) [Taiwan Semiconductor (TSM)](/topic/$tsm) [GOU (GOU)](/topic/$gou)
### Top Social Posts
Top posts by engagements in the last [--] hours

"In a market chasing AI at 50x earnings $LNG is the boring cash-gushing compounding machine hiding in plain sight. Bullish Cheniere Energy https://t.co/jH6qUb4vW7 https://t.co/jH6qUb4vW7"  
[X Link](https://x.com/QuestforYield/status/2015737644269846601)  2026-01-26T10:44Z [---] followers, [---] engagements


"If you are still looking for ways to play the gold bull market: Elemental Royalty Corporation $ELE.V is a compelling way to gain clean leveraged exposure to gold without the headaches of mining operations. Post-merger scale visible production ramps and a growing cash pile position it as an emerging mid-tier royalty compounderoffering high-margin cash flows and optionality in a sustained commodity upcycle. https://twitter.com/i/web/status/2020875754708271163 https://twitter.com/i/web/status/2020875754708271163"  
[X Link](https://x.com/QuestforYield/status/2020875754708271163)  2026-02-09T15:01Z [---] followers, [---] engagements


"Buying growth usually costs money. For Elemental Royalty ($ELE) the growth is free. Their partners are expanding capacity at major assets (Caserones Timok) meaning higher volumes at zero cost to ELE shareholders. Combine that with 90%+ gross margins and you have one of the cleanest free cash flow vehicles in the sector. Stop overcomplicating the Gold trade"  
[X Link](https://x.com/QuestforYield/status/2020875756671308181)  2026-02-09T15:01Z [---] followers, [--] engagements


"$AIV Aimco to Seek Shareholder Approval to Adopt Plan of Sale and Liquidation Estimates Liquidating Distributions of Between $5.75 and $7.10 Per Share. It was indeed worth it I just had a look at Aimco $AIV Q4 Earnings. According to my simple estimates it trades at a 31% discount to its $12.95 NAV. (see simple calculations below). A strategic review hinting at a sale plus a $0.60 special dividend makes it worth for me to keep holding. I would love I just had a look at Aimco $AIV Q4 Earnings. According to my simple estimates it trades at a 31% discount to its $12.95 NAV. (see simple"  
[X Link](https://x.com/QuestforYield/status/1988005893766869267)  2025-11-10T22:08Z [---] followers, [---] engagements


"Minera Alamos $MAI.V deserves a spot on your watchlist right now. Most junior miners are burning cash chasing permits and diluting shareholders to stay alive. Minera Alamos just flipped the script. They closed a transformational U.S. acquisitionadding a producing mine with existing infrastructurewhile building a record cash balance and staying net cash positive. No debt. No desperate raises. Actual free cash flow emerging in a strong gold market. https://t.co/NV7a3VGcXF https://t.co/NV7a3VGcXF"  
[X Link](https://x.com/QuestforYield/status/2019709153950761350)  2026-02-06T09:46Z [---] followers, [----] engagements


"Bullish on $MAI.V https://x.com/QuestforYield/status/2019708928129368518s=20 Gold down 1.46% so jr gold miners that haven't gone up much with gold are down 5%. $MAI.V $MAIFF announces they're [--] months ahead of previous schedule as far as bringing the Gold Rock mine online and this is still enough to knock them down 2.5% https://t.co/AEP2bBX9CC https://x.com/QuestforYield/status/2019708928129368518s=20 Gold down 1.46% so jr gold miners that haven't gone up much with gold are down 5%. $MAI.V $MAIFF announces they're [--] months ahead of previous schedule as far as bringing the Gold Rock mine"  
[X Link](https://x.com/QuestforYield/status/2019715889244041473)  2026-02-06T10:12Z [---] followers, [---] engagements


"SK Hynix: The full-year operating profit of KRW [----] trillion surpassed Samsung Electronics' provisional FY2025 figure of KRW [----] trillion making SK Hynix the most profitable company in South Korea. SK Hynix's FY2025 profit is larger than its entire FY2023 revenue (KRW 32.8T). That is a staggering illustration of the magnitude of the AI-driven transformation. https://twitter.com/i/web/status/2021530835673825422 https://twitter.com/i/web/status/2021530835673825422"  
[X Link](https://x.com/QuestforYield/status/2021530835673825422)  2026-02-11T10:24Z [---] followers, [---] engagements


"McEwen Mining $MUX is one of the worst-run gold miners in North America. It's also one of the most interesting investments in the sector right now. That contradiction is the entire thesis. The company http://x.com/i/article/2021240681629409280 http://x.com/i/article/2021240681629409280"  
[X Link](https://x.com/QuestforYield/status/2021254068497199529)  2026-02-10T16:04Z [---] followers, [---] engagements


"$MUX McEwen Mining might be the worst-run gold miner in North America and still one of the most asymmetric bets in the sector. A hidden billion-dollar copper asset 83% margin expansion if gold stays above $4K and equity targets stuck at $3000 gold. The gap between commodity consensus and equity coverage is the trade. Bullish https://t.co/LXDAznzgh5 https://t.co/LXDAznzgh5"  
[X Link](https://x.com/QuestforYield/status/2021254214324801626)  2026-02-10T16:05Z [---] followers, [---] engagements


"Copper just hit an all-time high. Warehouses are being drained. Mines are collapsing literally. And we're about to plug [--] billion electric vehicles millions of AI data centers and an entirely new http://x.com/i/article/2021586317713235969 http://x.com/i/article/2021586317713235969"  
[X Link](https://x.com/QuestforYield/status/2021603895055684020)  2026-02-11T15:15Z [---] followers, [---] engagements


"Did @GeminiApp just get new usage limits As I just received a usage limit during the day which I never did before and obviously I did not use the [---] prompts yet of my pro subscription. @OfficialLoganK"  
[X Link](https://x.com/QuestforYield/status/2021609172140265794)  2026-02-11T15:36Z [---] followers, [--] engagements


"Copper just hit an all-time high. Warehouses are being drained. Mines are literally collapsing. And we're about to plug [--] billion EVs millions of AI data centers and an entirely new global power grid into a supply chain that was already cracking at the seams. The math doesn't work. Copper might be THE commodity story of the decade. Its amazing how much copper is required to build the things we want. And low little of a supply response we will likely get in return. Love the copper setup. Its amazing how much copper is required to build the things we want. And low little of a supply response we"  
[X Link](https://x.com/QuestforYield/status/2021614770873376780)  2026-02-11T15:58Z [---] followers, [---] engagements


"100Y. Who would ever buy this GOOGL selling 100-year debt 😯 https://t.co/6iwlXBkZTN GOOGL selling 100-year debt 😯 https://t.co/6iwlXBkZTN"  
[X Link](https://x.com/QuestforYield/status/2020870119899996354)  2026-02-09T14:39Z [---] followers, [----] engagements


"This is crazy. *ALPHABET SET TO RAISE RECORD [---] BILLION FROM POUND BOND SALE *ALPHABET'S CENTURY POUND BOND GETS HIGHEST BIDS AMONG TRANCHES *ALPHABET SET TO RAISE RECORD [---] BILLION FROM POUND BOND SALE *ALPHABET'S CENTURY POUND BOND GETS HIGHEST BIDS AMONG TRANCHES"  
[X Link](https://x.com/QuestforYield/status/2021202795605758388)  2026-02-10T12:41Z [---] followers, [---] engagements


"True that lol JP Morgan $6300 CIBC $6000 Wells Fargo $6100 Bank of America $6000 UBS $6000 Deutsche Bank $6000 Societe Generale $6000 It seems like banks are globally converging to believe $6000 gold is inevitable. If only jr miners made money at 5k/oz 😂 https://t.co/fDwAUrqF5v JP Morgan $6300 CIBC $6000 Wells Fargo $6100 Bank of America $6000 UBS $6000 Deutsche Bank $6000 Societe Generale $6000 It seems like banks are globally converging to believe $6000 gold is inevitable. If only jr miners made money at 5k/oz 😂 https://t.co/fDwAUrqF5v"  
[X Link](https://x.com/QuestforYield/status/2021465799404519455)  2026-02-11T06:06Z [---] followers, [---] engagements


"Copper just hit an all-time high. Warehouses are being drained. Mines are literally collapsing. And we're about to plug [--] billion EVs millions of AI data centers and an entirely new global power grid into a supply chain that was already cracking at the seams. The math doesn't work. I broke down why copper might be THE commodity story of the decade. https://t.co/eYn6AtB2z6 https://t.co/eYn6AtB2z6"  
[X Link](https://x.com/QuestforYield/status/2021604211302060221)  2026-02-11T15:16Z [---] followers, [---] engagements


"There is a company on the London Stock Exchange that owns over [----] apartments in Berlin independently valued at [---] million and you can buy the entire thing equity plus debt for the http://x.com/i/article/2021882501489102848 http://x.com/i/article/2021882501489102848"  
[X Link](https://x.com/QuestforYield/status/2021883761600729204)  2026-02-12T09:47Z [---] followers, [---] engagements


"Phoenix Spree Deutschland $PSDL.L owns 2000+ Berlin apartments valued at 549M but trades at a 44% discount to NAV. Starting April [----] it will compulsorily redeem shares at full appraised value (302p vs 171p market price). They're already selling condos at a premium to book value in a city with 1.5% vacancy and collapsing new supply. The market misprices it because it's too small too illiquid and too foreign for anyone with the right expertise to care. Every redemption at NAV proves the discount is unwarranted. https://t.co/07guMKqFld https://t.co/07guMKqFld"  
[X Link](https://x.com/QuestforYield/status/2021884141441106250)  2026-02-12T09:48Z [---] followers, [---] engagements


"@joinyellowbrick"  
[X Link](https://x.com/QuestforYield/status/2021885804390625505)  2026-02-12T09:55Z [---] followers, [--] engagements


"@NapoleonBonabot @Polymarket what are the odds now"  
[X Link](https://x.com/QuestforYield/status/2005359185635250631)  2025-12-28T19:24Z [---] followers, [---] engagements


"Uranium Bull market incoming"  
[X Link](https://x.com/QuestforYield/status/2005654123929014583)  2025-12-29T14:56Z [---] followers, [--] engagements


"A great liquidation arbitrage opportunity still exists with Phoenix Spree Deutschland $PSDL.L I explained my reasoning below. https://t.co/mHhSacuN8Z https://t.co/mHhSacuN8Z"  
[X Link](https://x.com/QuestforYield/status/2008934933167759812)  2026-01-07T16:13Z [---] followers, [--] engagements


"$GOOG continues to ship"  
[X Link](https://x.com/QuestforYield/status/2010753666182259046)  2026-01-12T16:40Z [---] followers, [--] engagements


"@Starlink @lufthansa cool"  
[X Link](https://x.com/QuestforYield/status/2011113624819937449)  2026-01-13T16:30Z [---] followers, [---] engagements


"$GOOG moat is massive Google just revealed the AI moat nobody can replicate. Every AI company is racing to build memory and personalization. Claude remembers your conversations. ChatGPT stores your preferences. Perplexity knows your search history within their app. Google connects to a decade of Google just revealed the AI moat nobody can replicate. Every AI company is racing to build memory and personalization. Claude remembers your conversations. ChatGPT stores your preferences. Perplexity knows your search history within their app. Google connects to a decade of"  
[X Link](https://x.com/QuestforYield/status/2011804899781013805)  2026-01-15T14:17Z [---] followers, [---] engagements


"$TSM super strong $TSM TSMC Q425 Detailed Earnings Highlights: 🔹 Revenue: $33.73B (Est. $33.3B) 🟢; +25.5% YoY; +1.9% QoQ 🔹 Gross Margin: 62.3% (Est. 60.5%) 🟢 🔹 Oper Margin: 54.0% (Prior: 49%51%) 🟢 🔹 Net Profit: $16.30B (Est. $15.2B) 🟢 FY26 CapEx mix: 🔹 CapEx: $52$56B (vs $40.9B https://t.co/diTK1bEMwK $TSM TSMC Q425 Detailed Earnings Highlights: 🔹 Revenue: $33.73B (Est. $33.3B) 🟢; +25.5% YoY; +1.9% QoQ 🔹 Gross Margin: 62.3% (Est. 60.5%) 🟢 🔹 Oper Margin: 54.0% (Prior: 49%51%) 🟢 🔹 Net Profit: $16.30B (Est. $15.2B) 🟢 FY26 CapEx mix: 🔹 CapEx: $52$56B (vs $40.9B"  
[X Link](https://x.com/QuestforYield/status/2011805080542966079)  2026-01-15T14:18Z [---] followers, [--] engagements


"Everyone chasing liquidity in Tier [--] cities is missing the monopoly up North. 🥶 Northview $NRR.UN owns the supply in markets where new competition is nearly impossible to build. 74% government-backed revenue in the North = An inflation-protected bond proxy trading at a distressed multiple. CIBC #REIT targets. $NRR.UN & $MRG.UN looking most compelling for the residential space and long both. I'm pretty skeptical on $GO.U and it has very high leverage so not on my list to consider. CIBC has $SRU.UN and $SGR.UN at risk of cutting their distribution (risk HIGH). https://t.co/zHWiLfI2pX CIBC"  
[X Link](https://x.com/QuestforYield/status/2013873268407619735)  2026-01-21T07:16Z [---] followers, [----] engagements


"Most junior miners dilute you to build growth. $MKO.V is paying for it with cash flow. Debt: $0 Cash: Stacking Strategy: Self-funding the leap from single-asset to diversified Americas producer. The market is staring at the jurisdiction. Im staring at the FCF yield. ⚒ Mako Mining $mko.v Happy New Year to all Mako Shareholders [----] ended w/ our 3rd accretive acquisition no debt and enough $ to build our [--] projects in & [----] will be about building Mt Hamilton starting UG mining in increasing production at Moss and getting our permit in $mko.v Happy New Year to all Mako Shareholders [----] ended"  
[X Link](https://x.com/QuestforYield/status/2014012514648940921)  2026-01-21T16:29Z [---] followers, [----] engagements


"Bullish Copper https://t.co/6zuYhaIW1r https://t.co/6zuYhaIW1r"  
[X Link](https://x.com/QuestforYield/status/2015717121011937773)  2026-01-26T09:23Z [---] followers, [---] engagements


"Fortitude Gold $FTCO: The Most Dangerous "Yield Trap" or the Best Asymmetric Bet in Gold If you look at the trailing numbers Fortitude Gold looks uninvestable. Production collapsed in Q4 [----] (just [---] ounces). The dividend was slashed to a penny. The cash balance is critically tight. The market is pricing it like a distressed junior miner running on fumes. I think the market is looking in the rearview mirror. Here is the contrarian thesis for 2026: [--]. Surviving the "Valley of Death" For the last year FTCO has been stuck in a permitting purgatorythe gap between the depletion of their Isabella"  
[X Link](https://x.com/QuestforYield/status/2015741751995121796)  2026-01-26T11:00Z [---] followers, [---] engagements


"$VTY investors seem to be having second thoughts about the #UKBudget. Initial optimism has faded as the market digests the potential impact on Vistry Group. 📉"  
[X Link](https://x.com/QuestforYield/status/1852014232587395497)  2024-10-31T15:46Z [---] followers, [----] engagements


"My personal opinion is that the focus of the Labour party towards housing supply could in the end be positive for $VTY but only time will tell"  
[X Link](https://x.com/QuestforYield/status/1852014234151837999)  2024-10-31T15:46Z [---] followers, [---] engagements


"@ToffCap I do believe that the tailwinds of falling interest rates huge need of housing in the UK and a Labour party that wants to focus on building more affordable homes should in the end make $VTY attractive at these levels"  
[X Link](https://x.com/QuestforYield/status/1854882243765768643)  2024-11-08T13:42Z [---] followers, [----] engagements


"#VTY Here are some parts of the $VTY trading update call that I found most interesting: Fitzgerald (CEO): "No More Adjustments" After Deep Dive Review "I can tell you now following the exceptionally deep review we are extremely confident that we have now uncovered in the last [--] weeks the full extent of the issues and there will be no more adjustments." https://twitter.com/i/web/status/1856269617993294326 https://twitter.com/i/web/status/1856269617993294326"  
[X Link](https://x.com/QuestforYield/status/1856269617993294326)  2024-11-12T09:35Z [---] followers, [----] engagements


"Interesting chart from Rightmove $RMV visualising the significant decrease of new UK housing developments. This will lead to an even bigger Demand/Supply gap which should be a tailwind for housing developers in the UK. #UKHousing $VTY"  
[X Link](https://x.com/QuestforYield/status/1859256055588433922)  2024-11-20T15:22Z [---] followers, [---] engagements


"Some interesting findings from $GYC Grand City Properties Q3 [----] Earnings Slides. [--]. The persistent housing shortage in Berlin driven by strong demand and limited supply is expected to create an even more favorable environment for existing landlords. (And who knows what will happen with the rent regulation once there is a new government in Germany next year.) https://twitter.com/i/web/status/1859614363230798157 https://twitter.com/i/web/status/1859614363230798157"  
[X Link](https://x.com/QuestforYield/status/1859614363230798157)  2024-11-21T15:06Z [---] followers, [---] engagements


"2. $GYC ability to sell at book value suggests its NAV/NTA per share closely reflects its intrinsic value. This would imply that shares of $GYC $VNA and $LEG are significantly undervalued at least imo. https://twitter.com/i/web/status/1859614365441265873 https://twitter.com/i/web/status/1859614365441265873"  
[X Link](https://x.com/QuestforYield/status/1859614365441265873)  2024-11-21T15:06Z [---] followers, [----] engagements


"$VTY.L $VTY One of the best investment analyses on Vistry since the "Cost Understatements" by The Very Good Value Blog. The report once again emphasizes that the cost understatements were almost entirely on legacy housebuilding sites not partnerships. https://verygoodvalue.substack.com/p/vistry-group-vtyl-a-classic-troubled https://verygoodvalue.substack.com/p/vistry-group-vtyl-a-classic-troubled https://verygoodvalue.substack.com/p/vistry-group-vtyl-a-classic-troubled https://verygoodvalue.substack.com/p/vistry-group-vtyl-a-classic-troubled"  
[X Link](https://x.com/QuestforYield/status/1869030435684221313)  2024-12-17T14:42Z [---] followers, [----] engagements


"$VTY.L $VTY Trading update 15.01.2025: Vistry Group's [----] performance is a mixed bag sugarcoated with promises of a brighter future. Sure they hit their (revised) profit target of [---] million but let's not forget it's a huge drop from 2023's [-----] million. They're boasting about a 9% revenue bump but that's hardly a victory when completions are only up 7% and open market sales are tanking by 15%. Investors beware - this could be a bumpy ride. https://twitter.com/i/web/status/1879446806230155294 https://twitter.com/i/web/status/1879446806230155294"  
[X Link](https://x.com/QuestforYield/status/1879446806230155294)  2025-01-15T08:33Z [---] followers, [----] engagements


"Solid Q4 results in my opinion from $LEG Immobilien and $GYC Grand City properties. Both achieved positive property revaluation in H2 for the first time since [----]. Rent growth above 3%. If the german government would not have pushed the 10Y Yield back to around 3% these results would be a nice catalyst. However now the key catalyst -- lower interest rates might come later or not at all. Thus pushing back the timeline for them to close the NAV Discount to levels that are more in line with historic averages. Looking forward to the $VNA results and what the management has to say in the earnings"  
[X Link](https://x.com/QuestforYield/status/1899784135990010051)  2025-03-12T11:26Z [---] followers, [---] engagements


"I just listened to the FY [----] earnings call of $VTY Vistry: They still really believe in the partnership model. They are still confident in the medium-term targets. It just sounds like the issues from the South Division just delayed everything by maybe one year maybe even two. One of the key positive catalysts is obviously that the labour government is really trying to push affordable housing which really should help $VTY. Apart from that they also mentioned that most of the benefits will be H2 weighted which means that probably the H1 results will still not be great. Therefore for now I"  
[X Link](https://x.com/QuestforYield/status/1907447828378497257)  2025-04-02T14:59Z [---] followers, [---] engagements


"$DKI Daikin buying - https://t.co/sdYaaX5RKe - https://t.co/sdYaaX5RKe"  
[X Link](https://x.com/QuestforYield/status/1986126578284204197)  2025-11-05T17:40Z [---] followers, [---] engagements


"@compound248 @sama Well said. $GOOG is shipping"  
[X Link](https://x.com/QuestforYield/status/2016796446087913861)  2026-01-29T08:51Z [---] followers, [---] engagements


"Rolf Buch CEO of Vonovia $VNA just bought $VNA for EUR. [----]. @Wghhn123"  
[X Link](https://x.com/QuestforYield/status/1769658763735167354)  2024-03-18T09:35Z [---] followers, [---] engagements


"Excited for $VNA earnings in [--] days 🚀 I have a strong feeling this could be a turning point for the company. Management has hinted at a return to growth and with the current NAV/share around [--] it seems like a compelling entry point with limited downside in my view. Here's why I'm bullish on $VNA: Falling interest rates: No notes needed Housing supply shortage in Germany: With insufficient rental apartments coming onto the market in the next few years demand is likely to outpace supply which could drive up rental income for Vonovia. Upcoming elections next year in Germany: New elections"  
[X Link](https://x.com/QuestforYield/status/1853469188897042875)  2024-11-04T16:07Z [---] followers, [---] engagements


"@jay_21_ $VNA biggest landlord in Germany"  
[X Link](https://x.com/QuestforYield/status/1853749651293266227)  2024-11-05T10:42Z [---] followers, [---] engagements


"Is this the start of a new growth cycle for German residential $LEG thinks so. Watch $VNA and $TAG too. https://ir.leg-se.com/investor-relations/ad-hoc-meldungen/detailtx_eqscontents_eqscontentsfe%5Baction%5D=show&tx_eqscontents_eqscontentsfe%5Bcontroller%5D=Content&tx_eqscontents_eqscontentsfe%5BnewsID%5D=2875027&cHash=df40770d2f2aacb2be42d23ff2e4f279"  
[X Link](https://x.com/QuestforYield/status/1853810775212646717)  2024-11-05T14:45Z [---] followers, [---] engagements


"$VNA Q3 results are solid EPRA NTA flat signaling a potential bottom (very likely). The "capital light" business model is promising and the structural demand/supply imbalance should fuel 4%+ rental income growth for the foreseeable future. Looking forward to hearing from @Wghhn123 & @BankingIp https://twitter.com/i/web/status/1854097468373303617 https://twitter.com/i/web/status/1854097468373303617"  
[X Link](https://x.com/QuestforYield/status/1854097468373303617)  2024-11-06T09:44Z [---] followers, [---] engagements


"Here are some of the insights from the earnings call of $VNA that just concluded: Interest Rates & Financial Stability: Philip Grosse (CFO): "I'm happy to reiterate it. Our [----] guidance and also our [--] [--] objectives our assumption is that interest rates will stay at their current level we are not banking on further interest rate declines but rather have made sure that we built a business that is robust enough to deliver attractive risk adjusted returns in a higher interest rate environment." Rolf Buch (CEO): "The uphill battle against continuous value decline is over. Interest rates are no"  
[X Link](https://x.com/QuestforYield/status/1854188177990230397)  2024-11-06T15:44Z [---] followers, [---] engagements


"Long-Term Outlook & Confidence: "Vonovia CEO Rolf Buch emphasizes long-term predictability of rental income in Germany citing the system of rent tables and limited regulatory risk. "Every initiative at Vonovia has a detailed business plan says CEO Rolf Buch. 'This is not just putting numbers on a sheet of paper.' $VNA"  
[X Link](https://x.com/QuestforYield/status/1854188181253435803)  2024-11-06T15:44Z [---] followers, [--] engagements


"To conclude I like the ideas of the management team and do not think that the current share price of around [--] is reflective of the underlying value of Vonovia. $VNA #Vonovia"  
[X Link](https://x.com/QuestforYield/status/1854188182792819199)  2024-11-06T15:44Z [---] followers, [---] engagements


"@Wghhn123 What a week and its only Wednesday😂 Very bullish for $VNA imo"  
[X Link](https://x.com/QuestforYield/status/1854270698036007246)  2024-11-06T21:12Z [---] followers, [---] engagements


"That would be massive for german resi and could be the catalyst needed to finally turn the page back towards growth. $VNA $LEG Probably that's also the end of Mietpreisbremse (10% increase cap) as the extension of that law was scheduled to be passed by this government in coming weeks/months Probably that's also the end of Mietpreisbremse (10% increase cap) as the extension of that law was scheduled to be passed by this government in coming weeks/months"  
[X Link](https://x.com/QuestforYield/status/1854435892863160452)  2024-11-07T08:09Z [---] followers, [---] engagements


"Additional Insights into the German Resi Market: New-build prices have bottomed out with moderate CPI growth Dynamic rent growth remains a key value driver. Affordability is improving due to lower interest rates and rising wages. New subsidy schemes are supporting the construction of rental apartments"  
[X Link](https://x.com/QuestforYield/status/1854533085859057806)  2024-11-07T14:35Z [---] followers, [--] engagements


"To conclude another indication of the german resi market having reached its bottom and therefore I expect this sector to perform well for the foreseeable future. $INS $VNA $LEG"  
[X Link](https://x.com/QuestforYield/status/1854533087566106797)  2024-11-07T14:35Z [---] followers, [---] engagements


"Not ideal but at least it seems like it is confined within the southern division. UK housing demand + consistent buybacks should fuel a recovery in the long term. $VTY #VTY #VTY https://t.co/ugcwLoth6B A reminder of what they said on the 8th of October 👇vs what theyre saying today because the company hasnt reconciled the twotrading is softer & second staircase additional costs incoming .but it was only the southern division apparently🤔 https://t.co/vupHyEjBiM #VTY https://t.co/ugcwLoth6B A reminder of what they said on the 8th of October 👇vs what theyre saying today because the company"  
[X Link](https://x.com/QuestforYield/status/1854803476343091396)  2024-11-08T08:29Z [---] followers, [----] engagements


"$VTY insiders buying stock today. Greg Fitzgerald Chief Executive Officer buying [--] million of stock & Usman Nabi NonExecutive Director buying [---] million. In my opinion a very reassuring sign. If management would know that more trouble is brewing they would not buy stock. #VTY https://twitter.com/i/web/status/1854934513639391719 https://twitter.com/i/web/status/1854934513639391719"  
[X Link](https://x.com/QuestforYield/status/1854934513639391719)  2024-11-08T17:10Z [---] followers, [----] engagements


"@typicalcapital Management just bought some stock. Do you think they would do that if they expect more trouble to come The amounts they invested are significant with both trades being above [--] million. $VTY"  
[X Link](https://x.com/QuestforYield/status/1854952048623509914)  2024-11-08T18:20Z [---] followers, [---] engagements


"@hcapinvesting Does management buying stock at these levels give you back some of that confidence It helped to confince me that they really believe that the problems are isolated to the souther division"  
[X Link](https://x.com/QuestforYield/status/1855008338884624729)  2024-11-08T22:03Z [---] followers, [---] engagements


"@hcapinvesting and by the way your substack is what got me interested in $VTY in the first place :)"  
[X Link](https://x.com/QuestforYield/status/1855009143645512086)  2024-11-08T22:06Z [---] followers, [---] engagements


"Thank you for sharing Interesting article indeed. $VTY #VTY #VTY Id recommend shareholders read this article extremely carefully as a disinterested observer it seems to be a very carefully worded trail of potential bread crumbs Ill circle back in [--] months How worried should the industry be about Vistry https://t.co/iRF7IVzJTK #VTY Id recommend shareholders read this article extremely carefully as a disinterested observer it seems to be a very carefully worded trail of potential bread crumbs Ill circle back in [--] months How worried should the industry be about Vistry https://t.co/iRF7IVzJTK"  
[X Link](https://x.com/QuestforYield/status/1856012709571260875)  2024-11-11T16:34Z [---] followers, [---] engagements


"Great thread on $VTY. I agree with @BeenThereCap that it seems very likley that this was the maximum amount of pain that was inflected on the company and that things will start looking better again. Here's my take on $VTY after Friday's update on earnings and the South Region problems. Listed in increasing order of importance for long-term investors i.e. least important first: #1 I rebought half of my old shares right after the October profit warning as bets that. 1/x Here's my take on $VTY after Friday's update on earnings and the South Region problems. Listed in increasing order of"  
[X Link](https://x.com/QuestforYield/status/1856270740980465735)  2024-11-12T09:40Z [---] followers, [---] engagements


"Interesting company. Thank you @R2Discovery and @joinyellowbrick for bringing it to my attention. $QBY The "secret" under-the-radar microcap case is Qbeyond $QBY.de $QBY. The Focus Is On Increasing The Profitability Today they reported solid earnings improvement in their Q3 report versus last year again and with strong cash flow generation. EBITDA increased from [---] to [---] https://t.co/sA45PkvCWX The "secret" under-the-radar microcap case is Qbeyond $QBY.de $QBY. The Focus Is On Increasing The Profitability Today they reported solid earnings improvement in their Q3 report versus last year"  
[X Link](https://x.com/QuestforYield/status/1858519308411801951)  2024-11-18T14:35Z [---] followers, [---] engagements


"@capitalemployed $QBY The "secret" under-the-radar microcap case is Qbeyond $QBY.de $QBY. The Focus Is On Increasing The Profitability Today they reported solid earnings improvement in their Q3 report versus last year again and with strong cash flow generation. EBITDA increased from [---] to [---] https://t.co/sA45PkvCWX The "secret" under-the-radar microcap case is Qbeyond $QBY.de $QBY. The Focus Is On Increasing The Profitability Today they reported solid earnings improvement in their Q3 report versus last year again and with strong cash flow generation. EBITDA increased from [---] to 2.2"  
[X Link](https://x.com/QuestforYield/status/1859220761291993517)  2024-11-20T13:02Z [---] followers, [---] engagements


"$VTY COO is out. Imo this could be positive but I guess we will have to wait and see. #VTY $VTY Vistry falls to one-year low after removing COO role on back of cost overruns https://t.co/AzdBfusF0k #VTY $VTY Vistry falls to one-year low after removing COO role on back of cost overruns https://t.co/AzdBfusF0k #VTY"  
[X Link](https://x.com/QuestforYield/status/1859232186534097192)  2024-11-20T13:47Z [---] followers, [---] engagements


"I would love another video from @YetAnotherValue/@AndrewRangeley with Adam Patinkin giving us an update on $VTY after all what has happened since this video [--] months ago. $VTY.L $VTY A stellar and comprehensive analysis of the unique business model of Vistry and its competitive moat it boasts among peers. A must watch video on a stock that has a 10x potential. https://t.co/EixH1WST4v $VTY.L $VTY A stellar and comprehensive analysis of the unique business model of Vistry and its competitive moat it boasts among peers. A must watch video on a stock that has a 10x potential."  
[X Link](https://x.com/QuestforYield/status/1859257409245442454)  2024-11-20T15:28Z [---] followers, [----] engagements


"Cool. Thanks for sharing. $VTY Continued conviction in $VTY.L from Crossroads Capital. Full letter: https://t.co/Ge3d2NHDhA https://t.co/Y7xv1IeMSc Continued conviction in $VTY.L from Crossroads Capital. Full letter: https://t.co/Ge3d2NHDhA https://t.co/Y7xv1IeMSc"  
[X Link](https://x.com/QuestforYield/status/1863193186606162170)  2024-12-01T12:07Z [---] followers, [----] engagements


"$VTY.L $VTY Vistry Group teams up with LLDC to build [---] homes in east London 45% affordable. Good to see new deals being done"  
[X Link](https://x.com/QuestforYield/status/1864614425140867503)  2024-12-05T10:14Z [---] followers, [----] engagements


"$TEG TAG Immobilien Norges Bank increasing its stake in $TEG from 2.82% to 3.10%. Another positive sign for german residential real estate. $VNA $LEG"  
[X Link](https://x.com/QuestforYield/status/1864963311265030309)  2024-12-06T09:21Z [---] followers, [----] engagements


"Agreed. $VTY.L Looking forward to a good [----] and beyond for Vistry $VTY $VTY.L - index selling end this week 5-6x [----] PE m&a optionality heavy insider buyingthere are some margin risks but at this price / valuation there is no fundamental improvement priced in (cap light transition / one off costs rolling away etc) despite macro tailwinds $VTY.L - index selling end this week 5-6x [----] PE m&a optionality heavy insider buyingthere are some margin risks but at this price / valuation there is no fundamental improvement priced in (cap light transition / one off costs rolling away etc) despite"  
[X Link](https://x.com/QuestforYield/status/1869030830133346772)  2024-12-17T14:44Z [---] followers, [----] engagements


"@Toni_Baloney_ Sadly not really. Only $VNA $VNA.DE has some Austrian residential exposure. But you can always just by some real estate directly haha"  
[X Link](https://x.com/QuestforYield/status/1879566327888875683)  2025-01-15T16:28Z [---] followers, [---] engagements


"$VTY.L $VTY Trading Upadte Jan [--]. [----] main takeaways from Gerald Fitzgerald (CEO & Executive Chairman): [--]. Challenging [----] But Partnerships Strategy Remains Sound "Disappointing financial outcome in [----] due to legacy issues. but we have the right strategy focusing on partnerships. strategically in a better place with Labor government's housing focus." [--]. Cash Generation is Top Priority in [----] "Prioritizing cash generation. got in excess of GBP [---] million worth of excess stock. will be laser-focused on that stopping work on some sites. expect profit growth but medium-term targets"  
[X Link](https://x.com/QuestforYield/status/1879888402864074990)  2025-01-16T13:48Z [---] followers, [---] engagements


"Rates DOWN ECB & Bank of Canada both cut by 25bps this week. Real estate's time to shine is coming closer and closer. Some of my favorites to play this theme are $HR.UN and $VNA. More speculative but huge upside is $PSDL.L $PSDL.L $PSDL I did some quick research on Phoenix Spree Deutschland after finding an interesting VIC write up shared by @joinyellowbrick (link below) $PSDL.L is a London-listed REIT focused exclusively on residential properties in Berlin. Further details can be seen below. https://t.co/4yYkwdThgZ $PSDL.L $PSDL I did some quick research on Phoenix Spree Deutschland after"  
[X Link](https://x.com/QuestforYield/status/1885025904734183912)  2025-01-30T18:02Z [---] followers, [----] engagements


"European Housing Forecast from @ifo_Institut (2023-2027): Broad Downward Trend & Vonovia $VNA Implication - Key Projection: Housing completions are broadly expected to decline across Europe. -Major Markets Declining: Germany (-44.0%) Austria (-37.3%) and Sweden (-22.8%) all project significant decreases. $VNA Implication: Exactly the markets where Vonovia is active are experiencing the biggest drop in expected housing completions which in turn should lead to even more favorable market conditions for $VNA. https://twitter.com/i/web/status/1889988228314222754"  
[X Link](https://x.com/QuestforYield/status/1889988228314222754)  2025-02-13T10:41Z [---] followers, [----] engagements


"@Wghhn123 All catalyst are coming along nicely now: Lower interest rates New Government Low supply No longer a LTV danger Should be a good [----] and onwards for $VNA $TEG $LEG $PSDL.L $GYC"  
[X Link](https://x.com/QuestforYield/status/1894471524876272050)  2025-02-25T19:36Z [---] followers, [----] engagements


"$RYA Gotta love that in the Ryanair official investor presentation they put a picture of their CEO getting slapped with a cake in Brussels. You have to appreciate the humour of Ryanair.🤣"  
[X Link](https://x.com/QuestforYield/status/1897647701895922040)  2025-03-06T13:57Z [---] followers, [---] engagements


"Vonovia $VNA FY24 Earnings: Quick Highlights Strong Performance Despite Economic Challenges 🔹Portfolio value up 0.5% in second half of [----] 🔹 Rent increased 4.1% due to Germany's housing shortage Diversification Strategy 🔹Expanding beyond rentals into renovation and new construction 🔹Targeting 30% annual growth in these areas by [----] Government Collaboration 🔹Seeking infrastructure funding for housing upgrades and green initiatives 🔹Aligns with company's [----] net-zero goal Investment Metrics 🔹Trading at 42.5% discount to asset value (45.23/share) 🔹4.7% dividend yield 🔹Cash flow up"  
[X Link](https://x.com/QuestforYield/status/1902756572570255519)  2025-03-20T16:18Z [---] followers, [---] engagements


"I would really love for @Vonovia_SE $VNA management team to start implementing a buyback as they trade so far below NTA per share. And they are close to achieving their LTV target (45%) they don't need to sell assets anymore but when you trade so far below NTA it actually makes sense to keep selling assets at or even above NTA and use it to buyback shares. So I'm not sure what is stopping them from keeping the dividend at this level and initiating a buyback at these levels. It's impossible for them to find cheaper real estate than the implied value they trade at. So it would be a great"  
[X Link](https://x.com/QuestforYield/status/1902757739702440202)  2025-03-20T16:22Z [---] followers, 30.3K engagements


"I already miss @Wghhn123 $VNA commentary 😢"  
[X Link](https://x.com/QuestforYield/status/1902757986998591885)  2025-03-20T16:23Z [---] followers, [----] engagements


"$VTY Greg Fitzgerald the Executive Chair and CEO just invested nearly half a million pounds of his own money into the stock today. At least he shows confidence in the stock/company and puts his own money on the line. You have to respect that"  
[X Link](https://x.com/QuestforYield/status/1906977637471248389)  2025-04-01T07:51Z [---] followers, [---] engagements


"$VNA Solid quarter from Vonovia. As you would expect from the German rental market everything is very stable not fast-moving but this is exactly what I like right now. With the valuations significantly below NAV per share I feel like the downside is very well protected. Therefore I like $VNA for investors seeking stable income with a good potential value upside. https://twitter.com/i/web/status/1920776169948938594 https://twitter.com/i/web/status/1920776169948938594"  
[X Link](https://x.com/QuestforYield/status/1920776169948938594)  2025-05-09T09:41Z [---] followers, [---] engagements


"German Resi is back and it will continue to be a great place to hide from geopolitical turmoil. $VNA $TEG $LEG $PSDL.L German owner occupied apartments now up 8% from the lows. https://t.co/uAllt3UYN4 German owner occupied apartments now up 8% from the lows. https://t.co/uAllt3UYN4"  
[X Link](https://x.com/QuestforYield/status/1943299048661831993)  2025-07-10T13:19Z [---] followers, [----] engagements


"@hughieforbes Yeah that is a fair point. I do think though that there is non zero possibility that for expample $VNA or some other big player buys them within the next [--] years"  
[X Link](https://x.com/QuestforYield/status/1951942172447854804)  2025-08-03T09:44Z [---] followers, [---] engagements


"Strong $VNA H12025"  
[X Link](https://x.com/QuestforYield/status/1952991173054026107)  2025-08-06T07:12Z [---] followers, [--] engagements


"Another super strong quarter for German residential real estate now up 4.1% when compared with last year it really starts to accelerate now and the value will keep on growing as the housing shortage will significantly worsen over the next two years. $VNA $LEG $TEG $PSDL.L"  
[X Link](https://x.com/QuestforYield/status/1955188264576385260)  2025-08-12T08:43Z [---] followers, [----] engagements


"@Wghhn123 You really think that $VNA could by $LEG Seems rather unlikely to me"  
[X Link](https://x.com/QuestforYield/status/1958548344424583491)  2025-08-21T15:14Z [---] followers, [----] engagements


"German 10Y Yield now back to levels of July. Does not seem logical in a Debasement scenario. Should be positive for $VNA $TEG $PSDL.L"  
[X Link](https://x.com/QuestforYield/status/1978460498266829050)  2025-10-15T13:58Z [---] followers, [----] engagements


"My [--] cents on $HR.UN right now: "The margin of safety is enormous. This isn't a binary bet on a sale. It's an investment with multiple paths to victory: a full sale is the grand slam a major asset disposition is a home run and even if nothing happens we collect a healthy dividend on a business that continues to improve and will eventually re-rate on its own. All we need is a moderately successful outcome to generate significant returns.""  
[X Link](https://x.com/QuestforYield/status/1979118356423737462)  2025-10-17T09:32Z [---] followers, [----] engagements


"Vonvoia $VNA is currently an Interest Rate Call Option. As one of Europes most rate-sensitive stocks Vonovia trades inversely to sovereign yields. The current price reflects maximum rate fear. Any shift toward dovish central bank policy or even just rate stability offers significant immediate upside leverage due to the extreme correlation and current deep discount to fair value. High risk high beta potentially massive reward. https://twitter.com/i/web/status/1986813679405281653 https://twitter.com/i/web/status/1986813679405281653"  
[X Link](https://x.com/QuestforYield/status/1986813679405281653)  2025-11-07T15:11Z [---] followers, [----] engagements


"Beyond the rate narrative there's another catalyst: a sentiment shift back to fundamentals mainly rent growth. $VNA owns prime German residential real estate they can raise rents exactly along the maximum allowed amount making their results highly predictable. These are irreplaceable assets in supply-constrained markets. Once the rate panic subsides the market will refocus on the quality and scarcity of these properties. https://twitter.com/i/web/status/1986813682328768754 https://twitter.com/i/web/status/1986813682328768754"  
[X Link](https://x.com/QuestforYield/status/1986813682328768754)  2025-11-07T15:11Z [---] followers, [---] engagements


"Germany's housing shortage isn't solving itself. With 550k+ apartments Vonovia SE $VNA is a pure-play on a structural supply crisis. Rising rents + high barriers to entry = pricing power. It's not sexy but Real Estate rarely is. Real assets paper money in this macro. Vonvoia $VNA is currently an Interest Rate Call Option. As one of Europes most rate-sensitive stocks Vonovia trades inversely to sovereign yields. The current price reflects maximum rate fear. Any shift toward dovish central bank policy or even just rate stability offers https://t.co/R3MH5ySmzq Vonvoia $VNA is currently an"  
[X Link](https://x.com/QuestforYield/status/1986817841820045321)  2025-11-07T15:27Z [---] followers, [----] engagements


"The German housing shortage will grow to 830k units by [----] as illustrated in the Vonovia earnings call from last week. This is clearly positive for current owners such as $VNA and $PSDL.L. the political pressure in Germany will only grow. Lets hope the German government is smart enough to understand that you can only solve this problem by increasing supply by making it as easy to build as much as possible in the quickest time. Trying to kill the demand or rent brakes will only worsen the problem. https://twitter.com/i/web/status/1987835044598092193"  
[X Link](https://x.com/QuestforYield/status/1987835044598092193)  2025-11-10T10:49Z [---] followers, [----] engagements


"Acciona SA $ANA.MC is a global giant building the world's green infrastructure yet it's trading at a steep discount to the value of its assets. Heres what investors need to know: Record Backlog: [--] billion providing multi-year revenue visibility. Deleveraging Priority: Targeting a Net Debt/EBITDA ratio below 3.5x. Value Crystallization: Executing a 1.5-1.7bn asset rotation plan for FY25. The Story So Far Acciona has transformed from a Spanish construction firm into one of the world's largest pure-play renewable energy and sustainable infrastructure developers. Its latest half shows a powerful"  
[X Link](https://x.com/QuestforYield/status/1988544970072920543)  2025-11-12T09:50Z [---] followers, [--] engagements


"The most asymmetric setup in German small-caps right now q.beyond $QBY The market sees a boring stagnant IT utility. I see a "Shrink-to-Grow" cannibal in the making. The Thesis: 🔹 The Floor: A fortress balance sheet with zero debt and a massive cash cushion relative to the valuation. You are effectively buying the operating business for free. 🔹 The Pivot: They are structurally resetting their cost base by aggressively moving the workforce offshore. Margins are expanding mechanically even if top-line revenue stays flat. 🔹 The Catalyst: Management is clearing the legal hurdles (reverse"  
[X Link](https://x.com/QuestforYield/status/2018609491437138231)  2026-02-03T08:56Z [---] followers, [----] engagements


"$GOOGL continues to cook $GOOGL Q4 [----] "The Gemini App has grown to over [---] million monthly active users" - Sundar Pichai CEO Revenue +18% *Google Search & other +17% *YouTube Ads +9% *Google Network -2% *Google Cloud +48% EBIT +16% *marg 32% (32) EPS +31% https://t.co/1aiXxLkgpe $GOOGL Q4 [----] "The Gemini App has grown to over [---] million monthly active users" - Sundar Pichai CEO Revenue +18% *Google Search & other +17% *YouTube Ads +9% *Google Network -2% *Google Cloud +48% EBIT +16% *marg 32% (32) EPS +31% https://t.co/1aiXxLkgpe"  
[X Link](https://x.com/QuestforYield/status/2019299451249258547)  2026-02-05T06:38Z [---] followers, [---] engagements


"Vonovia SE $VNA and Deutsche Wohnen SE $DWNI have agreed on a domination and profit and loss transfer agreement. Shareholders of Deutsche Wohnen will receive [------] Vonovia shares per share plus a fixed annual payment of EUR [----] gross. Approval meetings set for Jan [--] & [--] [----]. @Wghhn123"  
[X Link](https://x.com/QuestforYield/status/1867962079703146938)  2024-12-14T15:57Z [---] followers, 103.3K engagements


"Great piece by @DalFornoCapital on $AIV Aimco. I especially like how he emphasises the limited downside risk but significant upside potential. https://oldschoolvalue.substack.com/p/finding-calm-in-the-storm-a-highpublication_id=3537498&post_id=160828006&isFreemail=true&r=39zqtp&triedRedirect=true https://oldschoolvalue.substack.com/p/finding-calm-in-the-storm-a-highpublication_id=3537498&post_id=160828006&isFreemail=true&r=39zqtp&triedRedirect=true"  
[X Link](https://x.com/anyuser/status/1914660803195679090)  2025-04-22T12:41Z [---] followers, 11.2K engagements


"Covivio SA $COV.PA I believe Covivio offers a compelling opportunity to invest in a best-in-class diversified portfolio of prime European real estate at a significant 32% discount to its Net Tangible Asset (NTA) value of EUR [----] per share. I believe the market is overly pessimistic about the European office sector and is failing to differentiate between Covivios high-quality resilient portfolio and the struggles of lower-grade assets. https://twitter.com/i/web/status/1948105810267222331 https://twitter.com/i/web/status/1948105810267222331"  
[X Link](https://x.com/QuestforYield/status/1948105810267222331)  2025-07-23T19:39Z [---] followers, [---] engagements


"Covivios EUR [----] billion portfolio is diversified across three core segments and geographies: Offices (50% of portfolio): Prime buildings located in the city centers (70%) and major business hubs (25%) of Paris Milan and key German cities. German Residential (30% of portfolio): High-quality apartments with a significant concentration (58%) in Berlin a market characterized by a structural housing shortage. Hotels (20% of portfolio): Properties in major European tourist destinations operated through a mix of fixed leases and direct management contracts with leading brands. Geographically the"  
[X Link](https://x.com/QuestforYield/status/1948105813647655043)  2025-07-23T19:39Z [---] followers, [--] engagements


"That is good for Solaria Energia they have a huge pipeline of battery storage coming online in Spain. $SLR this is kinda the whole rub isn't it renewables can drive down wholesale power costs (and have low LCOE) but you're paying for a grid not just energy at a given time and place https://t.co/HdrvqFQ4cq this is kinda the whole rub isn't it renewables can drive down wholesale power costs (and have low LCOE) but you're paying for a grid not just energy at a given time and place https://t.co/HdrvqFQ4cq"  
[X Link](https://x.com/QuestforYield/status/1973824288718533068)  2025-10-02T18:55Z [---] followers, [---] engagements


"$LEG.DE Immobilien. Here is a super short buy thesis for LEG Immobilien:"  
[X Link](https://x.com/QuestforYield/status/1925189881023623600)  2025-05-21T14:00Z [---] followers, [---] engagements

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