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# ![@SharogradskyM Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::748755298114936833.png) @SharogradskyM Mark Sharogradsky

Mark Sharogradsky posts on X about $slyg, $epsil, israel, $gigsek the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::748755298114936833/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::748755298114936833/c:line/m:interactions.svg)

- [--] Week [-----] -54%
- [--] Month [------] -20%
- [--] Months [---------] +2,899%
- [--] Year [---------] +328%

### Mentions: [--] [#](/creator/twitter::748755298114936833/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::748755298114936833/c:line/m:posts_active.svg)

- [--] Months [---] +243%
- [--] Year [---] +179%

### Followers: [------] [#](/creator/twitter::748755298114936833/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::748755298114936833/c:line/m:followers.svg)

- [--] Week [------] +0.20%
- [--] Month [------] +0.93%
- [--] Months [------] +5.70%
- [--] Year [------] +15%

### CreatorRank: [---------] [#](/creator/twitter::748755298114936833/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::748755298114936833/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [countries](/list/countries)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [currencies](/list/currencies)  [travel destinations](/list/travel-destinations)  [social networks](/list/social-networks)  [exchanges](/list/exchanges)  [automotive brands](/list/automotive-brands) 

**Social topic influence**
[$slyg](/topic/$slyg), [$epsil](/topic/$epsil), [israel](/topic/israel), [$gigsek](/topic/$gigsek), [stocks](/topic/stocks), [greece](/topic/greece), [$shva](/topic/$shva), [strong](/topic/strong), [$belaat](/topic/$belaat), [$qltu](/topic/$qltu)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Camtek Ltd (CAMT)](/topic/$camt) [NVIDIA Corp. (NVDA)](/topic/$nvda) [4 (FOUR)](/topic/$four) [ENDY (ENDY)](/topic/$endy) [Bel Fuse Inc (BELFB)](/topic/$belfb) [Four (FORM)](/topic/$form)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$RPOL.TLV # key supplier also to this project ๐Ÿ”ฅ๐Ÿ”ฅ Following a complex development process the Israel MOD's DDR&D and Rafael Advanced Defense Systems delivered the first Iron Beam laser system to the IDF at an official ceremony held today at Rafael's headquarters in northern Israel. Read More: https://t.co/2ljeE2CnAj https://t.co/iDKHv8FVFB Following a complex development process the Israel MOD's DDR&D and Rafael Advanced Defense Systems delivered the first Iron Beam laser system to the IDF at an official ceremony held today at Rafael's headquarters in northern Israel. Read More:"  
[X Link](https://x.com/SharogradskyM/status/2005354547037049305)  2025-12-28T19:05Z 11.4K followers, [----] engagements


"I dont understand recent $Alsti press release seems very significant momentum and orders from major players but why publish without numbers and remember management very conservative๐Ÿคทโ™€ They want to prepare us that they will raise guidance for [----] and we will not be surprised๐Ÿ˜ฎ $Alsti with beat and 46% growth Expectations for [----] is 50% growth Shares still at [--] P/E Visited them a week ago and I think really impressive company and super interesting niche At USA it would trade at 30-40 P/E https://t.co/YQJQhz2Qe2 $Alsti with beat and 46% growth Expectations for [----] is 50% growth Shares still"  
[X Link](https://x.com/SharogradskyM/status/2020929559395496336)  2026-02-09T18:35Z 11.4K followers, [----] engagements


"$THEON German Chancellor Friedrich Merz: "I will repeat it today we will make the Bundeswehr the strongest conventional army in Europe as soon as we can." https://t.co/7ACnVdhKCe German Chancellor Friedrich Merz: "I will repeat it today we will make the Bundeswehr the strongest conventional army in Europe as soon as we can." https://t.co/7ACnVdhKCe"  
[X Link](https://x.com/SharogradskyM/status/2022388461291106452)  2026-02-13T19:12Z 11.4K followers, [----] engagements


"Cettire (CTT:ASX) recent IPO that trades at Australian stock exchange. Cettire is global luxury online marketplace that should benefit enormously from online luxury segment growth. From my Research Cettier is still at very initial stage of its potential and has huge tailwinds"  
[X Link](https://x.com/anyuser/status/1370309918453026817)  2021-03-12T09:45Z 11.4K followers, [--] engagements


"@jjwatt91 They trade for example $Bela.at $Opap.at Epsilon will enter but only next year"  
[X Link](https://x.com/SharogradskyM/status/1422963086529646605)  2021-08-04T16:50Z 11.4K followers, [--] engagements


"Great thread from @pbcinc about $PBX.V thanks for @mascarosergi who introduced us to this idea - โœ…30% MoM growth (500-600% YOY) โœ…Scaling Revenue โœ…Huge TAM โœ…Insiders bought a lot at higher prices during last months @Adam_Wyden You like such ideas so take a look ๐Ÿ‘€"  
[X Link](https://x.com/anyuser/status/1426867788820406276)  2021-08-15T11:26Z 11.4K followers, [--] engagements


"@puppyeh1 I personally spoke with Mark a lot of times and thought that he is one of the fairest and impressive CEO. This situation is really ridiculous he personally told me that $CAMB fair value is at least 150-180p at much worsen environment than today (it was at 2019)"  
[X Link](https://x.com/SharogradskyM/status/1430048590634922028)  2021-08-24T06:05Z 11.4K followers, [--] engagements


"$Epsil.AT acceleration beginning @SharogradskyM @mavix_leon There you go https://t.co/5kfjb4mQjp @SharogradskyM @mavix_leon There you go https://t.co/5kfjb4mQjp"  
[X Link](https://x.com/SharogradskyM/status/1455241191776194571)  2021-11-01T18:31Z 11.3K followers, [--] engagements


"@InvestPiki It not true. For example i holded $Jumbo.at at Interactive and also $Opap.at is available"  
[X Link](https://x.com/SharogradskyM/status/1481800928768503810)  2022-01-14T01:30Z 11.3K followers, [--] engagements


"# # # # # #     .    -IR  -"  
[X Link](https://x.com/SharogradskyM/status/1602359079762104334)  2022-12-12T17:45Z 11.4K followers, [--] engagements


"Last company before flying back $Vitec"  
[X Link](https://x.com/SharogradskyM/status/1753351835560120356)  2024-02-02T09:37Z 11.4K followers, [----] engagements


"$Epsil Epsilon Net: Towards cooperation with a foreign investor Trading of the share has been suspended Did any one saw a press release about it at press Maybe Bloomberg terminal"  
[X Link](https://x.com/SharogradskyM/status/1783450361820303793)  2024-04-25T10:57Z 11.4K followers, 10.5K engagements


"@FinSkeptic Yep just saw need to wait now"  
[X Link](https://x.com/SharogradskyM/status/1783459437027447261)  2024-04-25T11:33Z 11.4K followers, [---] engagements


"8. Even at a price of 16I'm not sure we would sell all our holdingsand we would probably keep an average positionbut that seems like a fairer price at this stage. We at Kepler will reject the proposal as presented and would be happy to remain shareholders for many more years"  
[X Link](https://x.com/SharogradskyM/status/1784142756148859388)  2024-04-27T08:49Z 11.4K followers, [----] engagements


"I dont hold $Xpel but it really ridiculous the hate this name got and it reminds me the situation at $Epsil after options restatement. 1- Lessons from the case 2- Dont hold shares that fintweet darlings [--] Paying high multiple can be dangerous Common what a bullshit ๐Ÿ˜ณ"  
[X Link](https://x.com/SharogradskyM/status/1786309695986168219)  2024-05-03T08:19Z 11.4K followers, 12K engagements


"$Xpel holders do a work maybe opportunity At $Epsil I did a killing at this restatement after buying aggressively at 7.5-8 all panic hands"  
[X Link](https://x.com/SharogradskyM/status/1786309699488415933)  2024-05-03T08:19Z 11.4K followers, [----] engagements


"Give me best Polish stocks to check Shoot"  
[X Link](https://x.com/SharogradskyM/status/1787490135220559991)  2024-05-06T14:30Z 11.4K followers, 21.4K engagements


"First $Epsil take over and now this common Greece you are better than this ๐Ÿคญ Pathetic childish bigoted behavior. Pathetic childish bigoted behavior"  
[X Link](https://x.com/SharogradskyM/status/1789001212936802520)  2024-05-10T18:35Z 11.4K followers, [----] engagements


"After Q1 resutls $Epsil [--] offer is a joke I am not sure if 15-16 is a good deal for us [--]. $Epsil Epsilon the end First of all Epsilon is a somewhat sentimental investment (yes I know emotions shouldn't mix with investments) but ever since that day three years ago when I discovered the company it has been the anchor in our portfolio [--]. $Epsil Epsilon the end First of all Epsilon is a somewhat sentimental investment (yes I know emotions shouldn't mix with investments) but ever since that day three years ago when I discovered the company it has been the anchor in our portfolio"  
[X Link](https://x.com/SharogradskyM/status/1795347492781039793)  2024-05-28T06:52Z 11.4K followers, 15.7K engagements


"@ToffCap @ragingbullcap @Citrini7 I vote for my write up on epsilon net at [----] ๐Ÿ˜‚ https://www.follow-value.com/%d7%94%d7%a9%d7%a7%d7%a2%d7%94-%d7%97%d7%93%d7%a9%d7%94-%d7%90%d7%a4%d7%a1%d7%99%d7%9c%d7%95%d7%9f-%d7%a0%d7%98-epsil-gr/ https://www.follow-value.com/%d7%94%d7%a9%d7%a7%d7%a2%d7%94-%d7%97%d7%93%d7%a9%d7%94-%d7%90%d7%a4%d7%a1%d7%99%d7%9c%d7%95%d7%9f-%d7%a0%d7%98-epsil-gr/"  
[X Link](https://x.com/SharogradskyM/status/1795883665790034369)  2024-05-29T18:23Z 11.3K followers, [---] engagements


"I really like Jumbo store at Eilat and it also one of my favorite investments today $Bela.at Greece"  
[X Link](https://x.com/SharogradskyM/status/1800465864946548889)  2024-06-11T09:51Z 11.4K followers, [----] engagements


"@Mandariinisorsa @Orakel_O Yep i invested at Gig already [--] years ago and ranking changes very dynamically here and the main question is how strong their SEO to improve underperforming sites. I am pretty sure that the sellof not related to it since at last [--] years many variations happened"  
[X Link](https://x.com/SharogradskyM/status/1803453439961080017)  2024-06-19T15:43Z 11.4K followers, [---] engagements


"@Mandariinisorsa @Orakel_O But the Problem with $Gigsek I need to say to much floating shares it not like $Epsil $$Slyg where you have strong holders and limited shares supply at GiG always someone need to sell ๐Ÿ˜‚ Hope Spinoff will solve it"  
[X Link](https://x.com/SharogradskyM/status/1803453878060421190)  2024-06-19T15:44Z 11.4K followers, [----] engagements


"()    -         ()    .       .            "      ()    .       .            ""  
[X Link](https://x.com/SharogradskyM/status/1804944074698264917)  2024-06-23T18:26Z 11.4K followers, [----] engagements


"$Epsil       / -      -๐Ÿ’ช"  
[X Link](https://x.com/SharogradskyM/status/1804944078402097189)  2024-06-23T18:26Z 11.4K followers, [----] engagements


"@ToffCap I have a bonus one for you $BELA.AT not sure about double in [--] years but my friend calls it best business in the world for 10P/E with great product/growth potential to expand abroad and huge dividends- I have a position ๐Ÿ™"  
[X Link](https://x.com/SharogradskyM/status/1812119439078273340)  2024-07-13T13:38Z 11.4K followers, [----] engagements


"Pratt & Whitney published pretty strong numbers at after market demand for engines and components $Tatt at 6-7 P/E for [----] i understand that people want to see the actual numbers ๐Ÿ˜‰ but when they will arrive shares should double $TATT just did some more research There are only [--] authorized providers for [---] Engine 1B Market Honeywell KLM daughter company Epcor TATT Now $TATThave Zero Market Share since they prepared themselves finished authorization and recruited people (depressed Earnings 700K ) https://t.co/xk7HqsYO2L $TATT just did some more research There are only [--] authorized providers"  
[X Link](https://x.com/SharogradskyM/status/1816454840458871038)  2024-07-25T12:45Z 11.4K followers, [----] engagements


"@dan_zafrir     $Epsil   ๐Ÿค”   "  
[X Link](https://x.com/SharogradskyM/status/1818173778368590207)  2024-07-30T06:36Z 11.4K followers, [---] engagements


"Epsilon Net:    -   -  - Seems not good outcome for $Epsil shareholders They took it for cheap ๐Ÿฅฒ๐Ÿฅฒ https://www.ot.gr/2024/08/02/epixeiriseis/epsilon-net-ston-dromo-eksodou-apo-to-xa-epityxis-oloklirosi-tis-dimosias-protasis/ http://ot.gr https://www.ot.gr/2024/08/02/epixeiriseis/epsilon-net-ston-dromo-eksodou-apo-to-xa-epityxis-oloklirosi-tis-dimosias-protasis/ http://ot.gr"  
[X Link](https://x.com/SharogradskyM/status/1819390886792327455)  2024-08-02T15:12Z 11.4K followers, [----] engagements


"- $Epsil      "  
[X Link](https://x.com/SharogradskyM/status/1819664879504052541)  2024-08-03T09:21Z 11.4K followers, [----] engagements


"-2021   ( )         $Epsil $Enter       ( [--] )"  
[X Link](https://x.com/SharogradskyM/status/1819664883140407628)  2024-08-03T09:21Z 11.4K followers, [---] engagements


"One of the best business in the world suffering now little bit due to supply challenges and Red Sea conflict Fanatic founder dont want to raise prices and sacrifice little bit of growth Price non sense reminds me [----] when challenges moderated price doubled I hold $Bela.at Jumbo S.A. $BELA.AT is a Greek kind of Dollar Store with lots of toys and other stuff. They deliver over 20% fcf margin growing high single to low double digit with an excellent ROIC (25%). In this moment trading at roughly 10x this years ev/fcf. @SharogradskyM @kungler Jumbo S.A. $BELA.AT is a Greek kind of Dollar Store"  
[X Link](https://x.com/SharogradskyM/status/1821485525938720951)  2024-08-08T09:56Z 11.4K followers, [----] engagements


"I told that it insane that shares went down on this report at the end it fixed itself I know it was little bit frustrating name last year and not performed as $Slyg and $Epsil but I think $Gigsek time arrived - hope to see 50-60sek by year end ๐Ÿ™๐Ÿ™๐Ÿ™ $Gigsek what not to love โœ…Gentoo Media (what a name ๐Ÿคฃ) with 37% growth 18% organic โœ…Ebitda up like 40% Great July with 38% growth Spinoff 1st day October [--] Platforms guidance for [----] EBITDA [--] M Shares probably down today ๐Ÿซฃ https://t.co/zSvvMAqzqH $Gigsek what not to love โœ…Gentoo Media (what a name ๐Ÿคฃ) with 37% growth 18% organic โœ…Ebitda up"  
[X Link](https://x.com/SharogradskyM/status/1828823707911061873)  2024-08-28T15:55Z 11.4K followers, [----] engagements


"$Bela.at published very encouraging report two days ago. In addition they published a buyback program up to [--] price for 10% of the companylast time they did it they didnt purchased any shares since shares limited above max buyback price in few weeks and doubled in one year One of the best business in the world suffering now little bit due to supply challenges and Red Sea conflict Fanatic founder dont want to raise prices and sacrifice little bit of growth Price non sense reminds me [----] when challenges moderated price doubled I hold $Bela.at One of the best business in the world suffering"  
[X Link](https://x.com/SharogradskyM/status/1831969854037053743)  2024-09-06T08:17Z 11.4K followers, [----] engagements


"@FriendlyCapMgmt I participated at similar situation with $PNTR spinoff at [----] with spinoff of $SHGR (at Israel) when everyone wanted to sell SHGR and after the spinoff it traded at ridiculous I did like x5 on combo in [---] year ( I sold SHGR and PNTR was acquired) hope to see same returns in GIG"  
[X Link](https://x.com/SharogradskyM/status/1833455742457626624)  2024-09-10T10:41Z 11.4K followers, [---] engagements


"4 new branches will open soon at Israel $Bela.at $Bela.at published very encouraging report two days ago. In addition they published a buyback program up to [--] price for 10% of the companylast time they did it they didnt purchased any shares since shares limited above max buyback price in few weeks and doubled in one year $Bela.at published very encouraging report two days ago. In addition they published a buyback program up to [--] price for 10% of the companylast time they did it they didnt purchased any shares since shares limited above max buyback price in few weeks and doubled in one year"  
[X Link](https://x.com/SharogradskyM/status/1836312532841079064)  2024-09-18T07:53Z 11.4K followers, [----] engagements


"Let see if they buy some shares since we are getting closer to maximum buyback price $Bela.at [--] new branches will open soon at Israel $Bela.at https://t.co/ziUD5wBajS [--] new branches will open soon at Israel $Bela.at https://t.co/ziUD5wBajS"  
[X Link](https://x.com/SharogradskyM/status/1839584328616955985)  2024-09-27T08:34Z 11.4K followers, [----] engagements


"The are not playing 4M buyback in [--] days -not bad $Bela.at Let see if they buy some shares since we are getting closer to maximum buyback price $Bela.at Let see if they buy some shares since we are getting closer to maximum buyback price $Bela.at"  
[X Link](https://x.com/SharogradskyM/status/1842930979188728033)  2024-10-06T14:12Z 11.4K followers, [----] engagements


"$Tatt still trading at [--] EV/ebitda while growing 35%+ Barnes was acquired at [--] EV/Ebitda while non gaap profitable and organic growing single digit $TATT not disappointed Q2 Results โœ…revenue growth 36.5% โœ…Ebit growth 78% EV/Ebitda of [--] on Q2 Annualized P/E [--] https://t.co/DHhhnMfMQA $TATT not disappointed Q2 Results โœ…revenue growth 36.5% โœ…Ebit growth 78% EV/Ebitda of [--] on Q2 Annualized P/E [--] https://t.co/DHhhnMfMQA"  
[X Link](https://x.com/SharogradskyM/status/1844059140198736381)  2024-10-09T16:55Z 11.4K followers, [----] engagements


".        $CDON [-----]  [--]   -          ๐Ÿ˜‰"  
[X Link](https://x.com/SharogradskyM/status/1845464598750605394)  2024-10-13T14:00Z 11.4K followers, [----] engagements


"$Epsil  [--]   .       . [-----]   30%    -"  
[X Link](https://x.com/SharogradskyM/status/1845464602286465040)  2024-10-13T14:00Z 11.4K followers, [---] engagements


"Look at this European Jem I hold $Plus [---] Revenue doubled from [----] OP profit doubled Shares count down by 40% Shares appreciated about [--] times Plus500 continue to buy shares aggressively every day ๐Ÿ’ช๐Ÿ’ช The tweet below is [--] years old. Stock has tripled since then: Revenues: $18.49 billion Net Income: $2.66 billion OS: [-----] million EPS: $150 Share Price: $3106 The tweet below is [--] years old. Stock has tripled since then: Revenues: $18.49 billion Net Income: $2.66 billion OS: [-----] million EPS: $150 Share Price: $3106"  
[X Link](https://x.com/SharogradskyM/status/1846505277056512121)  2024-10-16T10:55Z 11.4K followers, [----] engagements


"In addition to $Plus500 my another biggest position $bela.at began to buyback aggressively recently Next year I hope we will see buybacks at $G2M.st and than it will definitely rerate from 4.5EV/Ebitda"  
[X Link](https://x.com/SharogradskyM/status/1846506028319343045)  2024-10-16T10:58Z 11.4K followers, [----] engagements


"If it true $bela.at one of the best longs here just saying America: President @realDonaldTrump WILL BE THE 47TH PRESIDENT OF THE UNITED STATES OF AMERICA *ONE HOUR LATER* Houthi terrorists: We were kidding with the threats. We're leaving. We were just chillin'. ๐Ÿ˜… https://t.co/A21mrAEYFj America: President @realDonaldTrump WILL BE THE 47TH PRESIDENT OF THE UNITED STATES OF AMERICA *ONE HOUR LATER* Houthi terrorists: We were kidding with the threats. We're leaving. We were just chillin'. ๐Ÿ˜… https://t.co/A21mrAEYFj"  
[X Link](https://x.com/SharogradskyM/status/1854116508189810807)  2024-11-06T10:59Z 11.4K followers, [----] engagements


"$Bela.at queues are still very long and Jumbo Israel Eilat Israel I think will be big success to Jumbo in coming years [--] new branches will open soon at Israel $Bela.at https://t.co/ziUD5wBajS [--] new branches will open soon at Israel $Bela.at https://t.co/ziUD5wBajS"  
[X Link](https://x.com/SharogradskyM/status/1855263628091400565)  2024-11-09T14:58Z 11.4K followers, [----] engagements


"Israel is signing (bad) agreement with Hezbolla is a super bullish to all supply chains at Red Sea $Bela.at continue to buy shares every day recently what give a indication that they will raise guidance I think They issuing following comment at latest press release If it true $bela.at one of the best longs here just saying If it true $bela.at one of the best longs here just saying"  
[X Link](https://x.com/SharogradskyM/status/1861340992772747650)  2024-11-26T09:27Z 11.4K followers, [----] engagements


"@mavix_leon My top $Slyg $Bela.at $Plus500 $Undisclosed growing 50% at 8-9 P/E"  
[X Link](https://x.com/SharogradskyM/status/1862505274491228378)  2024-11-29T14:33Z 11.4K followers, [----] engagements


"Some thoughts about $SHVA - and why I am long here $SHVA is one of the best companies at Israel with big moat and I wrote a lot about them at [----] you can find detailed analysis at older posts It trades now at [--] P/E for [----] but not that what interesting $SHVA commenced new SHVA Insight commerce and signed The Azrieli Group as a customer leading Israel real estate company https://t.co/4h25LCwhWX $SHVA commenced new SHVA Insight commerce and signed The Azrieli Group as a customer leading Israel real estate company https://t.co/4h25LCwhWX"  
[X Link](https://x.com/SharogradskyM/status/1871480896832110598)  2024-12-24T08:59Z 11.4K followers, [----] engagements


"They signed SHVA insights collaboration agreement with leading Israeli shopping malls Azrieli and the question is why And why now I feel the main reason is that leading Israeli food chain Shufersal stopped access to it data to Storenext https://www.themarker.com/consumer/2024-05-29/ty-article/.premium/0000018f-c4b1-d5c2-afff-c4fd84c40000 https://www.themarker.com/consumer/2024-05-29/ty-article/.premium/0000018f-c4b1-d5c2-afff-c4fd84c40000"  
[X Link](https://x.com/SharogradskyM/status/1871480900023902429)  2024-12-24T08:59Z 11.4K followers, [----] engagements


"Long $ELAl best play is via option [--] Solid $ELAL.TA (Israels flag carrier airline) long pitch @ [---]. But the easier pitch IMO is shown in the net debt chart below--it has paid down +$1B in net debt over past 4Qs. Small shelf before cash flow inflection but net paydown of $920M over TTM vs $929M USD market cap. https://t.co/h8bbPAyXWl Solid $ELAL.TA (Israels flag carrier airline) long pitch @ [---]. But the easier pitch IMO is shown in the net debt chart below--it has paid down +$1B in net debt over past 4Qs. Small shelf before cash flow inflection but net paydown of $920M over TTM vs $929M USD"  
[X Link](https://x.com/SharogradskyM/status/1877695851016958464)  2025-01-10T12:35Z 11.4K followers, [----] engagements


"Group level sales in January [----] increased by c. +11% y-o-y. A significant part of the increase in turnover in January [----] is attributable to franchisees operating stores under the JUMBO brand.    $Bela.at Israel is signing (bad) agreement with Hezbolla is a super bullish to all supply chains at Red Sea $Bela.at continue to buy shares every day recently what give a indication that they will raise guidance I think They issuing following comment at latest press release Israel is signing (bad) agreement with Hezbolla is a super bullish to all supply chains at Red Sea $Bela.at continue to buy"  
[X Link](https://x.com/SharogradskyM/status/1889229032169906458)  2025-02-11T08:24Z 11.4K followers, [----] engagements


"It great question about $SLYG weak price response of course some facts was known but quidance confirmation was really strong I am not that worried since I still remember my first report with $EPSIL at [----] it was huge report huge with 150% growth rev and 350% growth at profit @jptissot1 If $SLYG's financial report was as strong or "extraordinary" as it appears why hasn't the market responded accordingly What factors am I overlooking I've reviewed the report and listened to the earnings call yet I struggle to reconcile the company's performance with its stock @jptissot1 If $SLYG's financial"  
[X Link](https://x.com/SharogradskyM/status/1894477397585445227)  2025-02-25T19:59Z 11.4K followers, [----] engagements


"Seems markets recognize that $ORBI.TLV will benefit hugely from nato budget increases .it still maybe the cheapest name after huge appreciation at Europe defense stocks Finally found a time to visit $ORBI.TLV after Q3 results and it still top pick to [----] Growth will significantly to accelerate in next few quarters Long $ORBI.TLV will write main points next week Finally found a time to visit $ORBI.TLV after Q3 results and it still top pick to [----] Growth will significantly to accelerate in next few quarters Long $ORBI.TLV will write main points next week"  
[X Link](https://x.com/SharogradskyM/status/1897251541930926398)  2025-03-05T11:43Z 11.3K followers, [----] engagements


"Disaster of one is the opportunity to another ๐Ÿ˜‰ $FIVE is cancelling orders from China due to tariffs huge opportunity to $Bela.at (jumbo ) to skyrocket gross margins -also shipping rates at free fall [-----] will be interesting year for them"  
[X Link](https://x.com/SharogradskyM/status/1910599937101815954)  2025-04-11T07:44Z 11.4K followers, [----] engagements


"$ORBI.TLV shares performed very good since my thread and now they got one of their biggest orders ever for 11.2MUSd I promised to prepare few threads about interesting Israeli companies so I want to begin with top picks for [----] I will try to present 2-3 companies until end of the year #1 -$ORBI.TLV -200M$ MC 40M net cash https://t.co/jMSPzydpeH I promised to prepare few threads about interesting Israeli companies so I want to begin with top picks for [----] I will try to present 2-3 companies until end of the year #1 -$ORBI.TLV -200M$ MC 40M net cash https://t.co/jMSPzydpeH"  
[X Link](https://x.com/SharogradskyM/status/1911671595120132348)  2025-04-14T06:43Z 11.4K followers, [----] engagements


"Very good update from $Bela.at finally we see positive words ๐Ÿ˜‰ It before collapse at inventory costs https://corporate.e-jumbo.gr/en/investor-relations/announcements-press-releases/2025/thetika-minymata-se-evmetavlitous-kairous-159212/ Disaster of one is the opportunity to another ๐Ÿ˜‰ $FIVE is cancelling orders from China due to tariffs huge opportunity to $Bela.at (jumbo ) to skyrocket gross margins -also shipping rates at free fall [-----] will be interesting year for them. https://t.co/uKjEgC1Y6E"  
[X Link](https://x.com/SharogradskyM/status/1912155489091178965)  2025-04-15T14:46Z 11.4K followers, [----] engagements


"Remember $Bela.at buying mostly at $CNY/$USD and selling at $EUR margins will explode and transportation costs collapse MR Vakakis status now . Very good update from $Bela.at finally we see positive words ๐Ÿ˜‰ It before collapse at inventory costs https://t.co/brzCIkKAs6 Very good update from $Bela.at finally we see positive words ๐Ÿ˜‰ It before collapse at inventory costs https://t.co/brzCIkKAs6"  
[X Link](https://x.com/SharogradskyM/status/1914319709547139080)  2025-04-21T14:05Z 11.4K followers, [----] engagements


"Greece is on ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ $bela.at Greece just announced a primary surplus of 4.8% of GDP for [----] OH. MY. GOD. Greece just announced a primary surplus of 4.8% of GDP for [----] OH. MY. GOD"  
[X Link](https://x.com/SharogradskyM/status/1914623889050685577)  2025-04-22T10:14Z 11.4K followers, [----] engagements


"Today call was a master piece simply top $bela.at Remember $Bela.at buying mostly at $CNY/$USD and selling at $EUR margins will explode and transportation costs collapse MR Vakakis status now . https://t.co/KKiaWPs0OK Remember $Bela.at buying mostly at $CNY/$USD and selling at $EUR margins will explode and transportation costs collapse MR Vakakis status now . https://t.co/KKiaWPs0OK"  
[X Link](https://x.com/SharogradskyM/status/1917244154155094279)  2025-04-29T15:46Z 11.4K followers, [----] engagements


"$ORBI.TLV it seems we get all time high ๐Ÿ’ช I promised to prepare few threads about interesting Israeli companies so I want to begin with top picks for [----] I will try to present 2-3 companies until end of the year #1 -$ORBI.TLV -200M$ MC 40M net cash https://t.co/jMSPzydpeH I promised to prepare few threads about interesting Israeli companies so I want to begin with top picks for [----] I will try to present 2-3 companies until end of the year #1 -$ORBI.TLV -200M$ MC 40M net cash https://t.co/jMSPzydpeH"  
[X Link](https://x.com/SharogradskyM/status/1919330142150607099)  2025-05-05T09:55Z 11.4K followers, [----] engagements


"$FOX plan to open Jumbo stores at Canada $Bela.at Remember $Bela.at buying mostly at $CNY/$USD and selling at $EUR margins will explode and transportation costs collapse MR Vakakis status now . https://t.co/KKiaWPs0OK Remember $Bela.at buying mostly at $CNY/$USD and selling at $EUR margins will explode and transportation costs collapse MR Vakakis status now . https://t.co/KKiaWPs0OK"  
[X Link](https://x.com/SharogradskyM/status/1919381326727160082)  2025-05-05T13:19Z 11.4K followers, [----] engagements


":    [---] @N12chat"  
[X Link](https://x.com/SharogradskyM/status/1933473248764629124)  2025-06-13T10:35Z 11.4K followers, [----] engagements


"After mind blowing attack on Iran I think Israeli defense companies should trade at big premium to Europe&USA peers $NXSN $ESLT $ORBI $TSG "  
[X Link](https://x.com/SharogradskyM/status/1933558420361392582)  2025-06-13T16:13Z 11.4K followers, [----] engagements


"$SLYG I expect H2 Growth will accelerate based on product release -anyway Shelly continues to deliver ๐Ÿ™ Shelly Group $SLYG announces preliminary consolidated sales revenues for H1 [----] of EUR [----] million (+29%) in line with expectstions. Q2 [----] revenues also increased by 29% yoy. Shelly will present full H1 results on [--] August [----]. https://t.co/BgQVRnJvj1 Shelly Group $SLYG announces preliminary consolidated sales revenues for H1 [----] of EUR [----] million (+29%) in line with expectstions. Q2 [----] revenues also increased by 29% yoy. Shelly will present full H1 results on [--] August 2025."  
[X Link](https://x.com/SharogradskyM/status/1942592525589701093)  2025-07-08T14:32Z 11.4K followers, [----] engagements


"Good for $SLYG ๐Ÿ˜‰ The European Parliament voted to approve Bulgaria's accession to the eurozone in [----] https://t.co/UQSofPgEpT The European Parliament voted to approve Bulgaria's accession to the eurozone in [----] https://t.co/UQSofPgEpT"  
[X Link](https://x.com/SharogradskyM/status/1942675714144076176)  2025-07-08T20:02Z 11.4K followers, [----] engagements


"$ORBI no one wanted at [--] everyone want at [--] 75% at USD YTD I dont hold for some time but still amazing I promised to prepare few threads about interesting Israeli companies so I want to begin with top picks for [----] I will try to present 2-3 companies until end of the year #1 -$ORBI.TLV -200M$ MC 40M net cash https://t.co/jMSPzydpeH I promised to prepare few threads about interesting Israeli companies so I want to begin with top picks for [----] I will try to present 2-3 companies until end of the year #1 -$ORBI.TLV -200M$ MC 40M net cash https://t.co/jMSPzydpeH"  
[X Link](https://x.com/SharogradskyM/status/1945854736684462100)  2025-07-17T14:34Z 11.4K followers, [----] engagements


"Every day that I see $Plejd share price I am Asking what $SLYG doing at German stock exchange -$PLEJD flirting with 50P/E for 2025"  
[X Link](https://x.com/SharogradskyM/status/1946646176394031282)  2025-07-19T18:59Z 11.4K followers, [----] engagements


"Interview Shelly Group is building an automated factory in Plovdiv Great article that somehow I missed with few highlights ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ $SLYG https://www.economic.bg/en/a/view/interview-shelly-group-is-building-an-automated-factory-in-plovdiv https://www.economic.bg/en/a/view/interview-shelly-group-is-building-an-automated-factory-in-plovdiv"  
[X Link](https://x.com/SharogradskyM/status/1952251346712723882)  2025-08-04T06:12Z 11.4K followers, [----] engagements


"What is the current production volume and how do you plan to expand over the next [--] [--] years Currently it is around [--] million per year. We hope that in three years it will be at least three times more๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ"  
[X Link](https://x.com/SharogradskyM/status/1952252226052690098)  2025-08-04T06:16Z 11.4K followers, [----] engagements


"$SLYG a very long way ahead of us ๐Ÿ’ช"  
[X Link](https://x.com/SharogradskyM/status/1952252229429219693)  2025-08-04T06:16Z 11.4K followers, [----] engagements


"Great summary $SLYG I always wanted to compare two titans of smart home automation in Europe: $PLEJD and $SLYG - and came to interesting results. See it here https://t.co/Mqaol6pMsu I always wanted to compare two titans of smart home automation in Europe: $PLEJD and $SLYG - and came to interesting results. See it here https://t.co/Mqaol6pMsu"  
[X Link](https://x.com/SharogradskyM/status/1953552681777102906)  2025-08-07T20:23Z 11.4K followers, [----] engagements


"$Alsti was on of our top picks at the beginning of [----] thanks for mentioning it ๐Ÿ™ I think shares are less interesting now specially after our recent call with the management where they mentioned competition factor is intensified and Tesla China is pretty slow on installations Ok people. You are running way ahead $ALSTI. Bonkers. Ok people. You are running way ahead $ALSTI. Bonkers"  
[X Link](https://x.com/SharogradskyM/status/1954093541312897357)  2025-08-09T08:13Z 11.4K followers, [----] engagements


"Amazing thing about $SLYG that even when results are so so you just to want to buy more after the call ๐Ÿคฃ๐Ÿ˜‰ SAAS revenue will probably double every year and will flow to net profit.๐Ÿคฏ Shelly Group $SLYG H1 [----] results: Revenue +29.3% *DACH region +20.5% *Rest of Europe +31.6% *Rest of World +83.7% EBIT +12.2% EBIT margin of 22.6% (vs. 26%) *adj. for FX effects: 25.4% Net result +10.1% Cloud user +21% โœ… Guidance confirmed https://t.co/v9KCcxfk0j Shelly Group $SLYG H1 [----] results: Revenue +29.3% *DACH region +20.5% *Rest of Europe +31.6% *Rest of World +83.7% EBIT +12.2% EBIT margin of 22.6%"  
[X Link](https://x.com/SharogradskyM/status/1956267110763524451)  2025-08-15T08:09Z 11.4K followers, [----] engagements


"Very impressive performance from $SlYG recently and it good time to look at my blog posts from [--] years ago and after [--] bagger with smilesince Shelly executed much better than I expected. I think very rare management team and will be interesting to see what they will achieve ๐Ÿ™ A long waited post about a small European company is ready and posted on my Hebrew blog you can use Google translate to read it at other languages https://t.co/ZIhusK12RP A long waited post about a small European company is ready and posted on my Hebrew blog you can use Google translate to read it at other languages"  
[X Link](https://x.com/SharogradskyM/status/1960052877398810979)  2025-08-25T18:53Z 11.4K followers, [----] engagements


"Who have access to this report $SLYG Berenberg tar upp oberoende tckning av Shelly Group med riktkurs [--] . $SLYG https://t.co/fMF6o1vscC Berenberg tar upp oberoende tckning av Shelly Group med riktkurs [--] . $SLYG https://t.co/fMF6o1vscC"  
[X Link](https://x.com/SharogradskyM/status/1963474914096112107)  2025-09-04T05:31Z 11.4K followers, [----] engagements


"@pbcinc did tremendous work on This name $Int.st the situation reminds me of $Epsil at [----] after options mistake it down 45% and very smart folks begin to scream it manipulating finance how you can trust them auditor is not top [--] it very strange The one thing I really love about public markets is how fast and how easily people are willing to hand their hard-earned life savings to smarter folks. Swede investor getting rattled by Sven Again Well. this is going to develop into a very valuable investing lesson $INT The one thing I really love about public markets is how fast and how easily"  
[X Link](https://x.com/SharogradskyM/status/1967232561417199723)  2025-09-14T14:22Z 11.4K followers, [----] engagements


"I will call it moat ๐Ÿ˜‰ but $SLYG continue to sell at Amazon just dont want to give discounts $SLYG Interesting little data point following last quarter where Shelly stop selling on Amazon. Now Amazon is buying keyword on Google to sit in front of Shelly's website. https://t.co/kSBPIJE8Gj $SLYG Interesting little data point following last quarter where Shelly stop selling on Amazon. Now Amazon is buying keyword on Google to sit in front of Shelly's website. https://t.co/kSBPIJE8Gj"  
[X Link](https://x.com/SharogradskyM/status/1968792853905101137)  2025-09-18T21:42Z 11.4K followers, 12K engagements


"I thought $SLYG will miss since this disput with Amazon and they really really surprised me on upside ๐Ÿคฏ๐Ÿคฏ If I am correct 43.5% growth at Q3 WOW 1.5BEuro in few months ๐Ÿ’ช I will call it moat ๐Ÿ˜‰ but $SLYG continue to sell at Amazon just dont want to give discounts I will call it moat ๐Ÿ˜‰ but $SLYG continue to sell at Amazon just dont want to give discounts"  
[X Link](https://x.com/SharogradskyM/status/1975632714138259665)  2025-10-07T18:41Z 11.4K followers, 30.4K engagements


"@ShmuelLon @vlusinvest AR is not super great but not that suspicious I saw it a lot. people screaming FCF not lying and summing FCF from [----] but check FCF for $TATT it was hugely negative with multiple raises so no one asking questions Int small company customers pushing them bad pay terms"  
[X Link](https://x.com/SharogradskyM/status/1975637778798157939)  2025-10-07T19:02Z 11.4K followers, [---] engagements


"Montega on $SLYG ๐Ÿ’ช I see $SLYG on [--] P/E for [----] with 43% growth and even dont know if we will see deceleration at [----] I thought $SLYG will miss since this disput with Amazon and they really really surprised me on upside ๐Ÿคฏ๐Ÿคฏ If I am correct 43.5% growth at Q3 WOW 1.5BEuro in few months ๐Ÿ’ช https://t.co/SvZiSd3bA7 I thought $SLYG will miss since this disput with Amazon and they really really surprised me on upside ๐Ÿคฏ๐Ÿคฏ If I am correct 43.5% growth at Q3 WOW 1.5BEuro in few months ๐Ÿ’ช https://t.co/SvZiSd3bA7"  
[X Link](https://x.com/SharogradskyM/status/1976938053114774008)  2025-10-11T09:08Z 11.4K followers, [----] engagements


"@rubicon59 I think IlYDa was very small and also Investment community in Greece not that developed like at Israel. ๐Ÿ˜‰"  
[X Link](https://x.com/SharogradskyM/status/1977098197601599676)  2025-10-11T19:45Z 11.4K followers, [----] engagements


"Great take this why $SlYG is so brilliant Dimitar knew he is not suits to run global company as CEO and without hesitation put his ego aside and brought best CEO he could ๐Ÿ’ช๐Ÿ’ช๐Ÿ’ช Contrarian Take: Microcaps with non-founder CEOs could actually be excellent investments (esp if founder still involved in some capacity). Imagine being a founder and passing on your baby to someone else because they are better suited to run the company. No better signal Contrarian Take: Microcaps with non-founder CEOs could actually be excellent investments (esp if founder still involved in some capacity). Imagine"  
[X Link](https://x.com/SharogradskyM/status/1985573407820255357)  2025-11-04T05:02Z 11.4K followers, [----] engagements


"Unfortunately I dont have enough to deep write up here in near future but short thread $1inn trades at Germany recent IPO with outstanding management providing tax credits R&D returns to German companies Big market strong regulatory tailwinds extensional management team So will prepare a post about German company ๐Ÿ‘๐Ÿ’ช So will prepare a post about German company ๐Ÿ‘๐Ÿ’ช"  
[X Link](https://x.com/SharogradskyM/status/1985685192959557881)  2025-11-04T12:26Z 11.4K followers, 10.4K engagements


"I think they can growth above 45-50% for few years due to market tailwinds. Not sure about abroad expansion but German market big enough to support growth for few years due Long do your own research ๐Ÿ™"  
[X Link](https://x.com/SharogradskyM/status/1985685207572496454)  2025-11-04T12:27Z 11.4K followers, [----] engagements


"Kratos to Acquire Israel-Based Orbit Technologies Ltd for $orbi.tlv https://www.globenewswire.com/news-release/2025/11/04/3180844/224/en/Kratos-to-Acquire-Israel-Based-Orbit-Technologies-Ltd-for-356-3-Million.html https://www.globenewswire.com/news-release/2025/11/04/3180844/224/en/Kratos-to-Acquire-Israel-Based-Orbit-Technologies-Ltd-for-356-3-Million.html"  
[X Link](https://x.com/SharogradskyM/status/1985820469090832651)  2025-11-04T21:24Z 11.4K followers, [----] engagements


"I expect a lot of R&D investments and a lot of tax credits in next few years super bullish to $1inn -let see how it develops NVIDIA CEO ON CALL - GERMANY WILL BE ONE OF THE LARGEST AI MARKETS IN THE WORLD; I CAN'T WAIT FOR US TO INVEST EVEN MORE NVIDIA CEO ON CALL - GERMANY WILL BE ONE OF THE LARGEST AI MARKETS IN THE WORLD; I CAN'T WAIT FOR US TO INVEST EVEN MORE"  
[X Link](https://x.com/SharogradskyM/status/1985823892976308236)  2025-11-04T21:38Z 11.3K followers, [----] engagements


"$SLYG Shelly Group achieved its 31st consecutive quarter of growth with group revenue rising by 42.1% to EUR [----] million (BGN [----] million). EBIT more than doubled to EUR [---] million (BGN [----] million) corresponding to an EBIT margin of 29.5% (Q3 2024: 18.4%). Insane ๐Ÿคฏ I thought $SLYG will miss since this disput with Amazon and they really really surprised me on upside ๐Ÿคฏ๐Ÿคฏ If I am correct 43.5% growth at Q3 WOW 1.5BEuro in few months ๐Ÿ’ช https://t.co/SvZiSd3bA7 I thought $SLYG will miss since this disput with Amazon and they really really surprised me on upside ๐Ÿคฏ๐Ÿคฏ If I am correct 43.5%"  
[X Link](https://x.com/SharogradskyM/status/1988648802253959395)  2025-11-12T16:43Z 11.4K followers, 12.4K engagements


"When company thinks long term can you imagine USA CEO post it ๐Ÿ˜ $SLYG $SLYG Shelly Group achieved its 31st consecutive quarter of growth with group revenue rising by 42.1% to EUR [----] million (BGN [----] million). EBIT more than doubled to EUR [---] million (BGN [----] million) corresponding to an EBIT margin of 29.5% (Q3 2024: 18.4%). Insane ๐Ÿคฏ $SLYG Shelly Group achieved its 31st consecutive quarter of growth with group revenue rising by 42.1% to EUR [----] million (BGN [----] million). EBIT more than doubled to EUR [---] million (BGN [----] million) corresponding to an EBIT margin of 29.5% (Q3 2024:"  
[X Link](https://x.com/SharogradskyM/status/1989269327246475588)  2025-11-14T09:49Z 11.4K followers, [----] engagements


"@BoomAn3Bust @Snaljapen @PhantasTrader I feel pure antisemitism at some Swedish media. since I wrote first about Shelly when it was less than [--] eur Wrote about Epsil that people made unbelievable fortune from [---] to [--] at acquisition and about huge winners like $Tatt now I said I invested at Intellego"  
[X Link](https://x.com/SharogradskyM/status/1991494538461081828)  2025-11-20T13:11Z 11.4K followers, [----] engagements


"@VM_IMPETUS Who will say it not enough ๐Ÿคฃ๐Ÿคฃ๐Ÿคฃ๐Ÿคฃ๐Ÿคฃ"  
[X Link](https://x.com/SharogradskyM/status/1996274888147870180)  2025-12-03T17:46Z 11.4K followers, [---] engagements


"I really think for private investors it best strategy at some stage. I hold some businesses for more than [--] years as they continue to execute for example I holded $Epsilon for [--] bagger without selling even that some periods can be challenging I'm really into trying to hold companies I like forever even if that means lower returns sometimes it just fits very well with my mentality. I like owning part of a business. I like collecting [--] years of dividends. I also cut some stocks when I don't find the case appealing I'm really into trying to hold companies I like forever even if that means lower"  
[X Link](https://x.com/SharogradskyM/status/1999801994836324370)  2025-12-13T11:22Z 11.4K followers, [----] engagements


"I holds $SLYG already for [--] years and almost [--] bagger and only buying more shares every year as business progress much better that shares price development"  
[X Link](https://x.com/SharogradskyM/status/1999801998154305784)  2025-12-13T11:22Z 11.4K followers, [----] engagements


"Not that my affected price at any way it was volumes of 50-60M$ but even that I should just sell when company began with all those strange PR every day and specially after very misleading results presentation for Q3 "  
[X Link](https://x.com/SharogradskyM/status/2004887497525133614)  2025-12-27T12:10Z 11.4K followers, [---] engagements


"Happy that sold all before Q3 report after carefully reviewed the deal with PE fund and wrote that this deal Very strange and want to see we will not get surprises at report"  
[X Link](https://x.com/SharogradskyM/status/2004887500788302231)  2025-12-27T12:10Z 11.4K followers, [---] engagements


"When Germany exchange is closed for [----] $SLYG our top pick and #1 position for third consecutive year with stellar 75% YTD performance I think [----] will also be great ๐Ÿ”ฅ๐Ÿ”ฅ I holds $SLYG already for [--] years and almost [--] bagger and only buying more shares every year as business progress much better that shares price development I holds $SLYG already for [--] years and almost [--] bagger and only buying more shares every year as business progress much better that shares price development"  
[X Link](https://x.com/SharogradskyM/status/2005992560943325691)  2025-12-30T13:21Z 11.4K followers, [----] engagements


"@daardos $SLYG"  
[X Link](https://x.com/SharogradskyM/status/2006491817739694361)  2025-12-31T22:25Z 11.4K followers, [----] engagements


"2/ STIF (ALSTI) France BESS protection systems for industrial energy storage. Their client list Most of the global leaders (incl. Tesla). As BESS scales regulation becomes stricter more protective elements required by law"  
[X Link](https://x.com/SharogradskyM/status/2006715287958417543)  2026-01-01T13:13Z 11.4K followers, [----] engagements


"That regulation = moat. It limits competition and supports pricing power. Trading at [--] [----] PE while I model double-digit growth for years. Stif have manufacture facilities at USA France and China what supports their scalability to service better their customers worldwide"  
[X Link](https://x.com/SharogradskyM/status/2006715292869710178)  2026-01-01T13:13Z 11.4K followers, [---] engagements


"3/ ILYDA Greece Small IT player with multiple tailwinds. Winning share from Epsilon Net in invoicing for small business. Why Resellers prefer ILYDA less aggressive push culture when Epsilon trying to switch end customers to their ERP systems http://ILYDA.AT http://ILYDA.AT"  
[X Link](https://x.com/SharogradskyM/status/2006715297051586966)  2026-01-01T13:13Z 11.4K followers, [---] engagements


"$SLYG Montega upgraded with [--] Price target Shelly X Platform Energy Meters and USA will lead the company above this price I think when after Q2 report company will raise guidance I hope ๐Ÿ™ When Germany exchange is closed for [----] $SLYG our top pick and #1 position for third consecutive year with stellar 75% YTD performance I think [----] will also be great ๐Ÿ”ฅ๐Ÿ”ฅ https://t.co/wkmr6k1ufu When Germany exchange is closed for [----] $SLYG our top pick and #1 position for third consecutive year with stellar 75% YTD performance I think [----] will also be great ๐Ÿ”ฅ๐Ÿ”ฅ https://t.co/wkmr6k1ufu"  
[X Link](https://x.com/SharogradskyM/status/2011421747049021638)  2026-01-14T12:54Z 11.4K followers, [----] engagements


"$Alsti with beat and 46% growth Expectations for [----] is 50% growth Shares still at [--] P/E Visited them a week ago and I think really impressive company and super interesting niche At USA it would trade at 30-40 P/E I plan to visit $Alsti.pa in two weeks at their facilities in France will update if will have any new insights I plan to visit $Alsti.pa in two weeks at their facilities in France will update if will have any new insights"  
[X Link](https://x.com/SharogradskyM/status/2014611926311903314)  2026-01-23T08:11Z 11.4K followers, [----] engagements


"I dont hold $TATT now since very reach valuation but thanks for complements ๐Ÿ™โค @SharogradskyM @SharogradskyM Your @$TATT tip aged very well. How do you look at present valuation My take: the potential you signaled [--] () months ago is now recognized by the market and present price offers less potential. Interested in your opinion if you want to share. @SharogradskyM @SharogradskyM Your @$TATT tip aged very well. How do you look at present valuation My take: the potential you signaled [--] () months ago is now recognized by the market and present price offers less potential. Interested in your"  
[X Link](https://x.com/SharogradskyM/status/2015480781569667078)  2026-01-25T17:43Z 11.4K followers, [----] engagements


"Next level will be when market recognize how huge AGI development is for $SLYG agents can help with home configuration of devices and every amateur will become master of scripting and configuration at zero time consumption ๐Ÿคฏ next few years will be not less exciting than [--] last $SLYG Montega upgraded with [--] Price target Shelly X Platform Energy Meters and USA will lead the company above this price I think when after Q2 report company will raise guidance I hope ๐Ÿ™ $SLYG Montega upgraded with [--] Price target Shelly X Platform Energy Meters and USA will lead the company above this price I think"  
[X Link](https://x.com/SharogradskyM/status/2017519972289847741)  2026-01-31T08:46Z 11.4K followers, 10.1K engagements


"BOOM ๐Ÿ’ฅ $SLYG Next level will be when market recognize how huge AGI development is for $SLYG agents can help with home configuration of devices and every amateur will become master of scripting and configuration at zero time consumption ๐Ÿคฏ next few years will be not less exciting than [--] last Next level will be when market recognize how huge AGI development is for $SLYG agents can help with home configuration of devices and every amateur will become master of scripting and configuration at zero time consumption ๐Ÿคฏ next few years will be not less exciting than [--] last"  
[X Link](https://x.com/SharogradskyM/status/2018048887366230043)  2026-02-01T19:48Z 11.4K followers, [----] engagements


"VC  Ai   AI"  
[X Link](https://x.com/SharogradskyM/status/2019579617456320587)  2026-02-06T01:11Z 11.4K followers, [----] engagements


"$1inn.de since this post shares down like 35% while results was above my expectations and recently was sold with all AI names Company growing 60% at [----] and analyst estimations is to 40% growth at [----] and 35% at [----] while P/E is less than [--] for [----] Unfortunately I dont have enough to deep write up here in near future but short thread $1inn trades at Germany recent IPO with outstanding management providing tax credits R&D returns to German companies Big market strong regulatory tailwinds extensional management team https://t.co/RD5gyN6Qkf Unfortunately I dont have enough to deep write up"  
[X Link](https://x.com/SharogradskyM/status/2019780228181119087)  2026-02-06T14:28Z 11.4K followers, [----] engagements


"I like the founder and he is buying a l lot recently Will visit them in two weeks and will check all open issues like AI Regulatory risks and projects to growth abroad I dont see how AI or agents is real risk for them and in opposite it can serve as big tailwind"  
[X Link](https://x.com/SharogradskyM/status/2019780233403011251)  2026-02-06T14:28Z 11.4K followers, [---] engagements


"This why I think market completely wrong on $1inn.de 1- They own the data 2-Provide compliance guarantee in case of audit 3-Charge based on outcome only Let see in a year where we will be Investing in SaaS Look for these [--] moats: [--]. The Vault: They own the data "System of Record." [--]. The Shield: They provide the legal/compliance guarantee. [--]. The Result: They charge for outcomes not "seats." [--]. The Network: Their AI learns from all customers not just one. Investing in SaaS Look for these [--] moats: [--]. The Vault: They own the data "System of Record." [--]. The Shield: They provide the"  
[X Link](https://x.com/SharogradskyM/status/2020372319500431683)  2026-02-08T05:41Z 11.4K followers, [----] engagements


"@TASE_insights @daardos      12%"  
[X Link](https://x.com/SharogradskyM/status/2020481800422695318)  2026-02-08T12:56Z 11.4K followers, [---] engagements


"@SimeonResearch_ Athens food is #1 but you deserve special thread for your hospitality โค"  
[X Link](https://x.com/SharogradskyM/status/2021320637348806666)  2026-02-10T20:29Z 11.4K followers, [---] engagements


"@TASE_insights"  
[X Link](https://x.com/SharogradskyM/status/2021891140534911316)  2026-02-12T10:16Z 11.4K followers, [---] engagements


"@Qa5679 @TASE_insights    ๐Ÿ˜Œ๐Ÿ˜‰"  
[X Link](https://x.com/SharogradskyM/status/2022283050042765451)  2026-02-13T12:13Z 11.4K followers, [---] engagements


"@moshebs11 @Michael__Levit  16"  
[X Link](https://x.com/SharogradskyM/status/2022985060975280525)  2026-02-15T10:43Z 11.4K followers, [--] engagements


"@Qa5679 @udschachter     [--]   -AI  -ROI    [--] .  [-----]   DotCom      "  
[X Link](https://x.com/SharogradskyM/status/2023285842580844835)  2026-02-16T06:38Z 11.4K followers, [--] engagements


"Pointer Telocation Reports Second Quarter [----] Financial Results $PNTR I think next year is going to be very strong $PNTR https://seekingalpha.com/pr/17245579 https://seekingalpha.com/pr/17245579"  
[X Link](https://x.com/SharogradskyM/status/1029840431859884049)  2018-08-15T21:21Z 10.7K followers, [--] engagements


"Cars industry before and after [----] almost same sales numbers totally different industry $FCAU $GM $F"  
[X Link](https://x.com/SharogradskyM/status/1078992087578750984)  2018-12-29T12:32Z [----] followers, [--] engagements


"@saxena_puru Check Israeli based $SHVA.TLV Fintech Company that responsible for technology clearance of all credit cards. Monopoly position Growth Low multiple huge cash position that company asked permission to distribute - one of the best trades in the world"  
[X Link](https://x.com/SharogradskyM/status/1299223410740998144)  2020-08-28T05:52Z 10.9K followers, [--] engagements


"Consumer behaviors tend to be fairly sticky particularly when the things that they're doing wor since the pandemic struck is a fairly dramatic change and a rapid change in consumer behavior that I think will have lasting impact on some structural issues in the payments industry"  
[X Link](https://x.com/SharogradskyM/status/1334204620009254912)  2020-12-02T18:35Z 10.7K followers, [--] engagements


"Craig Vosburg President of North America at Mastercard (MA) $SHVA $ADYEN"  
[X Link](https://x.com/SharogradskyM/status/1334205173363863556)  2020-12-02T18:37Z 10.7K followers, [--] engagements


"$SHVA.TLV Business similar in few aspects to $Adyen still trades at value multiple $SHVA.TA 2Q2020 English Financials are here in case you missed them: https://t.co/QLbio7NJWA. $SHVA.TA 2Q2020 English Financials are here in case you missed them: https://t.co/QLbio7NJWA"  
[X Link](https://x.com/SharogradskyM/status/1334510951115198468)  2020-12-03T14:52Z 10.7K followers, [--] engagements


"@puppyeh1 โœ… $SHVA.TLV - Payment Business still very cheap- great recovery play and one of best moats โœ… MNIF/SRAC/SHOM - Good companies to ride recovery at Non-banking credit sector with owner operators supportive regulation high growth/ROIC"  
[X Link](https://x.com/SharogradskyM/status/1363743150087487488)  2021-02-22T06:51Z 10.7K followers, [--] engagements


":  -7.7%   Israel return to normality people begin to spend $SHVA.tlv @puppyeh1 @pbcinc @Adam_Wyden https://www.maariv.co.il/business/Article-823343 https://www.maariv.co.il/business/Article-823343"  
[X Link](https://x.com/SharogradskyM/status/1363769796282712064)  2021-02-22T08:37Z 10.7K followers, [--] engagements


"Great business at reasonable price $SHVA.TA and great work from Jeremy on not simple security ๐Ÿ‘Œ"  
[X Link](https://x.com/SharogradskyM/status/1364204912519831558)  2021-02-23T13:26Z 10.7K followers, [--] engagements


"Based on press speculation 230MNis for Masav is rejected by their shareholders- If they rejected such a bid for no scale limited growth payments operator how much $SHVA should worth๐Ÿง @pbcinc @puppyeh1 @Omri_Legacy https://www.globes.co.il/news/article.aspxdid=1001362210 https://www.globes.co.il/news/article.aspxdid=1001362210"  
[X Link](https://x.com/SharogradskyM/status/1366267413352898562)  2021-03-01T06:01Z 10.7K followers, [--] engagements


"Next Sunday Israel plans to reopen its economy bars restaurants hotels.- very exciting ๐Ÿคฉ best stocks to play israel economy recovery $SHVA $MNIF $SRAC"  
[X Link](https://x.com/SharogradskyM/status/1366802248362303496)  2021-03-02T17:27Z 10.7K followers, [--] engagements


"@ImmigrantCap $SHVA great business not cheap but really good guality and I understand that all reopened restaurants in Israel are fully booked for next week so it definitely have great tailwinds this year as local economy return to normality"  
[X Link](https://x.com/SharogradskyM/status/1367739539830284293)  2021-03-05T07:31Z 10.7K followers, [--] engagements


"Great Quarter overall ๐Ÿน with few baggers. Major contributors : $Cdon $Bragg $CTT $Shva $Shgr $ATTO made many changes at last two months. Plan to update on few new names at my blog and you can read our letters at #notinvestmenadvise http://www.kepler-capital.com http://www.follow-value.com http://www.kepler-capital.com http://www.follow-value.com"  
[X Link](https://x.com/SharogradskyM/status/1377298210994192386)  2021-03-31T16:34Z 10.7K followers, [--] engagements


"$CTT gain analysts coverage good prospects going forward"  
[X Link](https://x.com/SharogradskyM/status/1382294765933322243)  2021-04-14T11:28Z [----] followers, [--] engagements


"100% agree and those results included [--] months of lockdowns. Q2 economy at Israel is booming restaurants hotels shopping moles. in addition to Apple Pay arrival so expect for improvements at results next few quarters #long $SHVA Capital markets are pretty funny sometimes. If $SHVA.TA was simply $SHVA (on the Daq) or $SHVA.LN and had up to date disclosures it would trade at 2.5-3x the price. Therein lies your opportunity as a global investor. Capital markets are pretty funny sometimes. If $SHVA.TA was simply $SHVA (on the Daq) or $SHVA.LN and had up to date disclosures it would trade at 2.5-3x"  
[X Link](https://x.com/SharogradskyM/status/1399583532209541120)  2021-06-01T04:28Z 10.7K followers, [--] engagements


"What I can say ๐Ÿคทโ™€ just dont sell nothing at this market $Ctt.asx - #I still have small position"  
[X Link](https://x.com/SharogradskyM/status/1402153252502884354)  2021-06-08T06:39Z [----] followers, [--] engagements


"$CTT reacts to article on AFR when all facts was really known and highlighted many times. I personally think the shares rosed too fast to give a company a 1BUSD Market Cap and raised of course many questions while some issues are remain. #I still hold some shares and follow ๐Ÿ˜ต What I can say ๐Ÿคทโ™€ just dont sell nothing at this market $Ctt.asx - #I still have small position https://t.co/8f3YdEnLmA What I can say ๐Ÿคทโ™€ just dont sell nothing at this market $Ctt.asx - #I still have small position https://t.co/8f3YdEnLmA"  
[X Link](https://x.com/SharogradskyM/status/1404666028815224834)  2021-06-15T05:04Z [----] followers, [--] engagements


"$CTT pretty bullish response from the company to accusations and trade halt - and it always help when you raise guidance ๐Ÿฅ‚ $CTT reacts to article on AFR when all facts was really known and highlighted many times. I personally think the shares rosed too fast to give a company a 1BUSD Market Cap and raised of course many questions while some issues are remain. #I still hold some shares and follow ๐Ÿ˜ต https://t.co/F8x1HjDNKZ $CTT reacts to article on AFR when all facts was really known and highlighted many times. I personally think the shares rosed too fast to give a company a 1BUSD Market Cap"  
[X Link](https://x.com/SharogradskyM/status/1404705538114457601)  2021-06-15T07:41Z [----] followers, [--] engagements


"$SHVA dramatic raise at number of operations due to Apple Pay"  
[X Link](https://x.com/SharogradskyM/status/1409241249010405378)  2021-06-27T20:04Z 10.7K followers, [--] engagements


"$CDON cool 35% in [--] days. Waiting for earnings call with @Adam_Wyden @pbcinc @SavneetS $CDON Is still best show in the town - I hope all Shorts are closed their position it reminds me $RIck shorts at 8-10$ $CDON Is still best show in the town - I hope all Shorts are closed their position it reminds me $RIck shorts at 8-10$"  
[X Link](https://x.com/SharogradskyM/status/1412874760904757254)  2021-07-07T20:42Z [----] followers, [--] engagements


"By the way $QTCOM was one of my biggest mistakes since I researched them around [--] ( saw their collaboration with Variscite) and thought it great business but little bit expensive"  
[X Link](https://x.com/SharogradskyM/status/1423589858421923846)  2021-08-06T10:20Z 10.7K followers, [--] engagements


"I promised to prepare few threads about Israeli companies so I want to begin with the one of the rarest ๐Ÿ’Ž at Israel stock exchange: Symbol at IBRK: $SHVA.TLV Reports at English could be found under IR at http://www.Shva.co.il http://www.Shva.co.il"  
[X Link](https://x.com/anyuser/status/1430131378889318407)  2021-08-24T11:34Z 11.4K followers, [---] engagements


"$SHVA reported today really strong report (Q1 [----] included one time settlement with Isracard) โœ…37% QOQ Rev growth โœ…65% QOQ Ebit growth Company trades 10xEV/EBiT [----] and 8xEV/EBIT E [----] for payment business with recurrent revenue #Ihaveposition #Bought more I promised to prepare few threads about Israeli companies so I want to begin with the one of the rarest ๐Ÿ’Ž at Israel stock exchange: Symbol at IBRK: $SHVA.TLV Reports at English could be found under IR at https://t.co/WahM1F91Jo https://t.co/DQIeAELv2p I promised to prepare few threads about Israeli companies so I want to begin with the"  
[X Link](https://x.com/SharogradskyM/status/1432366818623111168)  2021-08-30T15:37Z 10.9K followers, [--] engagements


"$SHVA.TLV English PR entrance of the digital wallets and Apple Pay in the beginning of May which impacted the number of transactions used with the digital wallet. " I present you with $SHVA.TA's inaugural English PR for INTL shareholders. https://t.co/QTvxt9o6bg Management's aware of the INTL interest and we are pretty confident prompt English financial reports are next. Our comments of the Q - to follow. Enjoy I present you with $SHVA.TA's inaugural English PR for INTL shareholders. https://t.co/QTvxt9o6bg Management's aware of the INTL interest and we are pretty confident prompt English"  
[X Link](https://x.com/SharogradskyM/status/1432736704507654157)  2021-08-31T16:07Z 10.7K followers, [--] engagements


"Great thread $SHVA.TLV $SHVA.TA 1St H Notes. $SHVA.TA 1St H Notes"  
[X Link](https://x.com/SharogradskyM/status/1433011916545351683)  2021-09-01T10:20Z 10.7K followers, [--] engagements


"As I wrote before i really happy when shares of companies I wrote about continue to perform great even after I closed the position- congratulations to $CTT holders ๐Ÿฅ‚ I decided to close the residual of my position at $CTT. It was huge success and I think company is still not expensive but I want to concentrate on ideas that I am 100% sure about their long term position-it was super successful trade and I learnt a lot about fashion industry ๐Ÿพ I decided to close the residual of my position at $CTT. It was huge success and I think company is still not expensive but I want to concentrate on"  
[X Link](https://x.com/SharogradskyM/status/1433673395858812954)  2021-09-03T06:09Z [----] followers, [--] engagements


"Based on our understanding $GIGSEK will came into index fund at Norway and it will lead to some additional demand for shares till mid of September. Beside that it still ridiculously cheap in comparison to $GAN & $Bragg& $Draft and conservative price target of 26K for next [--] m"  
[X Link](https://x.com/SharogradskyM/status/1433704532689702929)  2021-09-03T08:12Z [----] followers, [--] engagements


"Foreign fund manager wrote me yesterday that he is doing A-Z screen on Israeli companies and asked for help I definitely think that Israeli small caps is maybe the best value in the world now staff is trading at 7-8 PE with nice growth -"  
[X Link](https://x.com/SharogradskyM/status/1436638012847316993)  2021-09-11T10:29Z 10.9K followers, [--] engagements


"@GaliciaInvestor $SHVA is definitely great one and I hold a shares but today everyone know about them so they are not dirt cheap like some others name"  
[X Link](https://x.com/SharogradskyM/status/1436639227706585089)  2021-09-11T10:34Z 10.7K followers, [--] engagements


"@Omri_Legacy @BarYonatan You are biased ๐Ÿ˜‚๐Ÿ˜‚๐Ÿ˜‚๐Ÿ˜‚ and I also hold Telsys ๐Ÿ˜‰ I am not speaking about super quality like $SHVA but good business at low prices. I have at least 3-4 such names and we can argue on them "  
[X Link](https://x.com/SharogradskyM/status/1436681819928285188)  2021-09-11T13:23Z 10.7K followers, [--] engagements


"From new Tegus $SHVA 1991Hussein sends the first Scud missile from Baghdad went to hit the SHVA building. Luckilyhe missed by about [---] meters and it fell in a shopping mall. But that's where he sent the full missile because if he hits SHVAhe collapses the Israeli economy๐Ÿ˜‚ Thread/ Automatic Bank Services $SHVA continues to become more appealing to me. The Israeli version of $MA & $V. Both Mastercard & Visa hold a 10% stake in the company & are not competition. Essentially a monopoly of payment transactions in Israel. Thread/ Automatic Bank Services $SHVA continues to become more appealing to"  
[X Link](https://x.com/SharogradskyM/status/1440919166026985478)  2021-09-23T06:01Z 10.9K followers, [--] engagements


"@puppyeh1 $SHVA ๐Ÿ‘Œ"  
[X Link](https://x.com/SharogradskyM/status/1441334689029971989)  2021-09-24T09:32Z 10.7K followers, [--] engagements


"After successful (I hope ๐Ÿ™) thread about $SHVA.TLV I think $TLSY.TLV and $CLAB.TLV two securities I am very excited about for next few years. I prepared short summary slide for $TLSY that describes the opportunity . I promised to prepare few threads about Israeli companies so I want to begin with the one of the rarest ๐Ÿ’Ž at Israel stock exchange: Symbol at IBRK: $SHVA.TLV Reports at English could be found under IR at https://t.co/WahM1F91Jo https://t.co/DQIeAELv2p I promised to prepare few threads about Israeli companies so I want to begin with the one of the rarest ๐Ÿ’Ž at Israel stock"  
[X Link](https://x.com/SharogradskyM/status/1443485200198119429)  2021-09-30T07:57Z 10.9K followers, [--] engagements


"$CDON again above [---] even that no one at Sweden likes them ๐Ÿ˜‰"  
[X Link](https://x.com/SharogradskyM/status/1456580505944666112)  2021-11-05T11:13Z [----] followers, [--] engagements


"$SHVA.TLV reported this week very strong Q3 results โœ…Revenue 29% Y/Y โœ…Ebit 55% Y/Y โœ…Net Income 49% Y/Y still trades around 16.5xEV/Ebit [----] for payment business"  
[X Link](https://x.com/SharogradskyM/status/1466362853477298180)  2021-12-02T11:05Z 10.7K followers, [--] engagements


"@puppyeh1 Not bullish for stocks ๐Ÿคฃ๐Ÿคฃ by the way you was way silent on great Q3 report from $SHVA ๐Ÿ˜‰"  
[X Link](https://x.com/SharogradskyM/status/1467131324460933121)  2021-12-04T13:59Z 10.7K followers, [--] engagements


"tomorrow Google Pay will launch at Israel and you know who will benefit from it ๐Ÿ˜‰ $SHVA"  
[X Link](https://x.com/SharogradskyM/status/1467925336532963329)  2021-12-06T18:34Z 10.7K followers, [--] engagements


"@Investmentideen Try Israel securities almost no analyst coverage little bit limited liquidity but some really cheap stuff"  
[X Link](https://x.com/SharogradskyM/status/1469385513039712260)  2021-12-10T19:16Z 10.7K followers, [--] engagements


"@Investmentideen Everyone know $SHVA already you need to find something new ๐Ÿ˜‰"  
[X Link](https://x.com/SharogradskyM/status/1469386472600084484)  2021-12-10T19:20Z 10.7K followers, [--] engagements


"@Investmentideen Yep I am working on few things but very difficult to compete with $Epsil $JDc and even $SHVA holdings I mentioned based on PriceQuality"  
[X Link](https://x.com/SharogradskyM/status/1469388726149300224)  2021-12-10T19:29Z 10.7K followers, [--] engagements


"Happy new year $Kaspi ๐ŸŽ„๐ŸŽ„๐Ÿพ๐Ÿพ thanks for great year ๐Ÿ‘Š๐Ÿ‘Š๐Ÿพ๐Ÿพ     https://t.co/UjZr2OyGsE    [----]     https://t.co/Nev3XIvqbB  https://t.co/5cy2s5lMOX     https://t.co/UjZr2OyGsE    [----]     https://t.co/Nev3XIvqbB  https://t.co/5cy2s5lMOX"  
[X Link](https://x.com/SharogradskyM/status/1476856491575590912)  2021-12-31T10:03Z 10.7K followers, [--] engagements


"Following few successful threads ๐Ÿงต at the past about interesting companies including $CTT.ASX $EPSIL and $SHVA I am working on new one and I hope to publish it at the beginning of next week ๐Ÿ‘Š๐Ÿ‘Š"  
[X Link](https://x.com/anyuser/status/1481936809672294407)  2022-01-14T10:30Z 11.4K followers, [---] engagements


"1) As promised and after Israel stock exchange closed for weekend $ENDY.TLVavailable at IB is a small Israeli company with MC of around $36M. This idea is suited mostly to small investors since the liquidity was limited at around US$ 150k ADV during the last [--] months"  
[X Link](https://x.com/anyuser/status/1484188721008230400)  2022-01-20T15:39Z 11.4K followers, [---] engagements


"Since the company works with distributors its gross margin is lower than that of its peers. The interesting point is that $ENDY does not pay them any fees therefore has a lower OpEx. This nuance creates a misunderstanding in the company's margins vs its peers' margins profile"  
[X Link](https://x.com/SharogradskyM/status/1484190650111336449)  2022-01-20T15:46Z [----] followers, [--] engagements


"What does the company actually do $ENDY generates revenue from selling versatile solutions in different segments. 1) The Pure product is sold to Dermatologists and plastic surgeons clinics all over the world through several distributors"  
[X Link](https://x.com/SharogradskyM/status/1484191736691789825)  2022-01-20T15:50Z [----] followers, [--] engagements


"As an example of it the company announced a few months ago that an influencer's live broadcast in China led to sales in excess of $1M for some of its products during the broadcast. Finally the purchase of home appliances also leads to the purchase of additional accessories"  
[X Link](https://x.com/SharogradskyM/status/1484193199144910849)  2022-01-20T15:56Z [----] followers, [--] engagements


"It is important to note that $ENDY recently announced that Mr. Ziv Karni the founder of Alama Lazers (sold to Fuson for US$ 220M and today known as Sisram with US$ 600M of MC) will join the team. This move will lead to a better awareness of the company"  
[X Link](https://x.com/SharogradskyM/status/1484193823282638848)  2022-01-20T15:59Z [----] followers, [--] engagements


"Why does this opportunity exist First of all $ENDY has a small market cap now. Secondly it has relatively low liquidity. These factors and the financial misunderstanding imply that the company is simply under the investors' radar even unknown to most Israeli investors"  
[X Link](https://x.com/SharogradskyM/status/1484195088355966977)  2022-01-20T16:04Z [----] followers, [--] engagements


"CHOICE OF THE STARS ๐ŸŒŸ ENDYMED UAE & check out the video of ๐ŸŒŸ Ioanna Bella -Miss Universe Greece ๐ŸŒŸ& Fashion Model ๐ŸŒŸ $Endy.TLV"  
[X Link](https://x.com/SharogradskyM/status/1487874750491901953)  2022-01-30T19:45Z [----] followers, [--] engagements


"$GIGSEK Pareto increase guidance Spin-off/divestment on the table to unlocks shareholders value -TP 33sek ๐Ÿคž๐Ÿป๐Ÿคž๐Ÿป๐Ÿคž๐Ÿป"  
[X Link](https://x.com/SharogradskyM/status/1518845848981065729)  2022-04-26T06:54Z 10.8K followers, [--] engagements


"$GIGSEk signed meaningful agreement with Tier [--] operator at huge UK market ๐Ÿ‘Œ https://mb.cision.com/Main/15972/3557110/1572079.pdf https://mb.cision.com/Main/15972/3557110/1572079.pdf"  
[X Link](https://x.com/SharogradskyM/status/1520020010256814081)  2022-04-29T12:39Z 10.8K followers, [--] engagements


"$TLRD.TLV always nice when one of your biggest positions is acquired at such market and at nice premium. I think company worth much more but not complaining- many opportunities now to employ the capital (I personally will keep the shares since 6% arbitrage is nice for few months) # .       .    ๐Ÿ˜‰ .. https://t.co/xzV5HRLmiV # .       .    ๐Ÿ˜‰ .. https://t.co/xzV5HRLmiV"  
[X Link](https://x.com/SharogradskyM/status/1523225374301294593)  2022-05-08T08:56Z 10.7K followers, [--] engagements


"$ENDY.TLV was beaten down last few months. Reports today very strong Q1 please remember that it trades at EV/EBIT [---] ๐Ÿ˜‰ 1) As promised and after Israel stock exchange closed for weekend $ENDY.TLVavailable at IB is a small Israeli company with MC of around $36M. This idea is suited mostly to small investors since the liquidity was limited at around US$ 150k ADV during the last [--] months. 1) As promised and after Israel stock exchange closed for weekend $ENDY.TLVavailable at IB is a small Israeli company with MC of around $36M. This idea is suited mostly to small investors since the liquidity"  
[X Link](https://x.com/SharogradskyM/status/1525742835680661507)  2022-05-15T07:40Z [----] followers, [--] engagements


"$GIGsek Redeye updates its view on GiG post the company's Q1-results. Both the report and the start of Q2 were strong and we increase our valuation: $GIG https://t.co/JXvpvRkJbD https://t.co/nrMKxqKLbz Redeye updates its view on GiG post the company's Q1-results. Both the report and the start of Q2 were strong and we increase our valuation: $GIG https://t.co/JXvpvRkJbD https://t.co/nrMKxqKLbz"  
[X Link](https://x.com/SharogradskyM/status/1526554926951944192)  2022-05-17T13:27Z 10.9K followers, [--] engagements


"EU Said to Clear the Way for Further Greek Debt Relief Measures - Bloomberg Greece $Epsil $Bela https://www.bloomberg.com/news/articles/2022-05-21/eu-said-to-clear-the-way-for-further-greek-debt-relief-measures https://www.bloomberg.com/news/articles/2022-05-21/eu-said-to-clear-the-way-for-further-greek-debt-relief-measures"  
[X Link](https://x.com/SharogradskyM/status/1528259080510390272)  2022-05-22T06:18Z 10.7K followers, [--] engagements


"$GIGSEK began to move fast ๐Ÿ”ฅ https://news.cision.com/gaming-innovation-group/r/gaming-innovation-group-signs-partnership-agreement-with-tier-1-operator-in-colombiac3582196 https://news.cision.com/gaming-innovation-group/r/gaming-innovation-group-signs-partnership-agreement-with-tier-1-operator-in-colombiac3582196"  
[X Link](https://x.com/SharogradskyM/status/1534780429378764802)  2022-06-09T06:12Z 10.8K followers, [--] engagements


"Big partner of $GIGsek published earnings today some proxy for next month I hope ๐Ÿ™"  
[X Link](https://x.com/SharogradskyM/status/1550037010060034051)  2022-07-21T08:36Z 10.8K followers, [--] engagements


"Gaming Innovation Group signs agreement with Betsson in Colombia - GiG - Gaming Innovation Group $GIGSek https://www.gig.com/news/gaming-innovation-group-signs-agreement-with-betsson-in-colombia/ https://www.gig.com/news/gaming-innovation-group-signs-agreement-with-betsson-in-colombia/"  
[X Link](https://x.com/SharogradskyM/status/1554385561066115073)  2022-08-02T08:36Z 10.9K followers, [--] engagements


"@amrap123 @Symmetry_Invest Very limited float dont know why to short them ๐Ÿคทโ™€ but for such low float it doesnt seems strange"  
[X Link](https://x.com/SharogradskyM/status/1566810846839324672)  2022-09-05T15:29Z [----] followers, [--] engagements


"And than Epsil report Q2 at really taught environment and numbers are even better $Epsil remember that Q1 [----] was without singular so Q2 [----] included revenue from acquisition. No excuses just execution ๐Ÿ‘Š๐Ÿ‘Š๐Ÿ‘Š $Epsil 75% Rev growth for Q1 no more emojis needed https://t.co/sSL2qWthJy $Epsil 75% Rev growth for Q1 no more emojis needed https://t.co/sSL2qWthJy"  
[X Link](https://x.com/SharogradskyM/status/1572126370138058752)  2022-09-20T07:31Z 10.8K followers, [--] engagements


"$Meta optionality ๐Ÿ˜‰"  
[X Link](https://x.com/SharogradskyM/status/1574420192645599239)  2022-09-26T15:26Z [----] followers, [--] engagements


"$Epsil another huge SAAS program in addition to Epsilon Smart good answer for all people asked where the growth will come from after Epsilon smart implementation ๐Ÿ˜‰"  
[X Link](https://x.com/SharogradskyM/status/1579370765501112320)  2022-10-10T07:18Z 10.8K followers, [--] engagements


"$Meta $Amzn $Googl $Aapl no no no $GIGsek $Shom.TLV and $Epsil ๐Ÿคฃ๐Ÿคฃ๐Ÿคฃ"  
[X Link](https://x.com/SharogradskyM/status/1585936830503219200)  2022-10-28T10:09Z 10.7K followers, [--] engagements


"Wow $Dlekg.TLV @innerblock"  
[X Link](https://x.com/SharogradskyM/status/1587444699933155328)  2022-11-01T14:01Z 10.7K followers, [--] engagements


"$GIGSEk on ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ"  
[X Link](https://x.com/SharogradskyM/status/1590239020453605376)  2022-11-09T07:05Z 10.7K followers, [--] engagements


"$Epsil strategic deal National bank plans to buy a stake $Epsil another huge SAAS program in addition to Epsilon Smart good answer for all people asked where the growth will come from after Epsilon smart implementation ๐Ÿ˜‰ https://t.co/b4caQNMZ1k $Epsil another huge SAAS program in addition to Epsilon Smart good answer for all people asked where the growth will come from after Epsilon smart implementation ๐Ÿ˜‰ https://t.co/b4caQNMZ1k"  
[X Link](https://x.com/SharogradskyM/status/1592091137216765953)  2022-11-14T09:44Z 10.8K followers, [--] engagements


"Based on Bloomberg NBG will buy at first stage 7.5% of $Epsil at [---] 25% upside relative for yesterday close $Epsil strategic deal National bank plans to buy a stake https://t.co/HpBD974Jg5 $Epsil strategic deal National bank plans to buy a stake https://t.co/HpBD974Jg5"  
[X Link](https://x.com/SharogradskyM/status/1592809062487724033)  2022-11-16T09:17Z 10.8K followers, [--] engagements


"$Epsil who is selling at those prices Big strategic partner who will bring customers agreed to pay a 30% premium to buy minority stake I never saw such situation. It 30% premium not 10% discount yes ๐Ÿคทโ™€ it simply ridiculous that shares not respond but let see few days Based on Bloomberg NBG will buy at first stage 7.5% of $Epsil at [---] 25% upside relative for yesterday close https://t.co/c6vPWsJTMo Based on Bloomberg NBG will buy at first stage 7.5% of $Epsil at [---] 25% upside relative for yesterday close https://t.co/c6vPWsJTMo"  
[X Link](https://x.com/SharogradskyM/status/1592869960254377985)  2022-11-16T13:19Z 10.8K followers, [--] engagements


"Very interesting interpretation $Epsil let see how it will develops 1/ Epsilon Net is a Greek software company that is under the radar from most investors. $EPSIL has [-------] customers who use thre services such as accounting fintech business software etc. They are growing very fast and the stock went up like this https://t.co/Tt3lFvoCJ0 1/ Epsilon Net is a Greek software company that is under the radar from most investors. $EPSIL has [-------] customers who use thre services such as accounting fintech business software etc. They are growing very fast and the stock went up like this"  
[X Link](https://x.com/SharogradskyM/status/1594649877744848896)  2022-11-21T11:12Z 10.8K followers, [--] engagements


"$Epsil ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ Finally the Group's management following the significant increase of the financial figures for the nine months emphatically confirms its estimate for an increase of + 50% in the Group's annual revenue for [----] compared to [----] and reaching an EBITDA margin of 30%"  
[X Link](https://x.com/SharogradskyM/status/1594968466884272128)  2022-11-22T08:18Z 10.7K followers, [--] engagements


"$Epsil at all time high. $A4L close to all time high. I plan to release new European idea in following weeks I think the idea very encouraging It appreciated a lot in recent weeks but still very cheap. Zero mentions at financial media like &Twitter and fantastic management ๐Ÿ‘Š๐Ÿ‘Š"  
[X Link](https://x.com/SharogradskyM/status/1629424252326752263)  2023-02-25T10:13Z 10.8K followers, 12.5K engagements


"$Epsil [----] nice to see company deliver nicely above Ebitda&Net targets at such difficult year. ๐Ÿ‘๐Ÿ‘"  
[X Link](https://x.com/SharogradskyM/status/1633024500785610753)  2023-03-07T08:39Z 10.7K followers, [--] engagements


"I am sure that after those events we will be even stronger as Nation๐Ÿคž๐Ÿป๐Ÿคž๐Ÿป Time to find good investments at Israel ๐Ÿ˜‰๐Ÿ˜‰๐Ÿ˜‰"  
[X Link](https://x.com/SharogradskyM/status/1640339338561978372)  2023-03-27T13:05Z 10.7K followers, [----] engagements


"$GIGsek ๐Ÿ‘๐Ÿ‘ added a lot recently to this position since a lot of positive developments while shares went down Palasino added to the growing numbers of quality customers :) https://t.co/JsCnJQZrpe Palasino added to the growing numbers of quality customers :) https://t.co/JsCnJQZrpe"  
[X Link](https://x.com/SharogradskyM/status/1645678647443857411)  2023-04-11T06:42Z 10.8K followers, [----] engagements


"Very good analyst day today. $Epsil It simply a billions $ company in few years Management was on ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ Results very strong Revenue from NBG expected already at [----] ๐Ÿคฏ Revenue per customer increase at Digital invoice Digital attendance expected this year and already on ๐Ÿ”ฅ๐Ÿ”ฅ I promised to prepare short thread ๐Ÿงต about my visit of $Epsil few weeks ago and how I see the future. I visited Epsilon Net (EPSIL) in Greece a few weeks ago. We had the pleasure to visit the Thessaloniki offices in a very nice location @Assaf_Nathan @pbcinc I promised to prepare short thread ๐Ÿงต about my visit of $Epsil"  
[X Link](https://x.com/SharogradskyM/status/1649101156055134209)  2023-04-20T17:22Z 10.8K followers, 13.5K engagements


"If someone will explain me why shares down I will be grateful ๐Ÿ˜€ Platforms business grew 50% organically and finally we see some numbers coming from it $Gigsek GIG continues to deliver. $GIGSEK https://t.co/btQxJmkncB GIG continues to deliver. $GIGSEK https://t.co/btQxJmkncB"  
[X Link](https://x.com/SharogradskyM/status/1654021842363985920)  2023-05-04T07:15Z 10.8K followers, [----] engagements


"Just quick reminder that $Gigsek can surprise you on earnings reaction ๐Ÿ˜€ But at time prospective shares almost doubled since this tweet. I think it will double again from here within 1-2 years ๐Ÿ‘Œ๐Ÿ‘Œ One of our main conviction positions $GIGSEK is complete nonsense due to technical sell by one of institutions we had such situation at few other names and it will fly once force seller will finish to sell - I hope we will see 30Kr by year end ๐Ÿ˜€ $GIGSEK is complete nonsense due to technical sell by one of institutions we had such situation at few other names and it will fly once force seller will"  
[X Link](https://x.com/SharogradskyM/status/1654172133004541983)  2023-05-04T17:12Z 10.8K followers, [----] engagements


"# $ENDY  [--]   [---] $  41"  
[X Link](https://x.com/SharogradskyM/status/1661391581549608965)  2023-05-24T15:19Z [----] followers, [--] engagements


"You have $NVDA we have $Epsil ๐Ÿฅน๐Ÿฅน๐Ÿฅน The Group's goal is to further expand the broad acceptance of its product and service portfolio and achieve significant growth in Turnover and customer base through organic growth and new acquisitions planned for 2023"  
[X Link](https://x.com/SharogradskyM/status/1663443332385714177)  2023-05-30T07:12Z 10.8K followers, 23.8K engagements


"Interesting special situation at $Taro Sun trying to squeeze minority at 38$ - the interesting fact that $Taro have approximately 37$ of cash&cash_e on BS and earning like 2$ adjusted. Shares trades higher than the offer price. What experts can add @puppyeh1 @AmadeusValue"  
[X Link](https://x.com/SharogradskyM/status/1665799812883660800)  2023-06-05T19:16Z [----] followers, [----] engagements


"$Gigsek Juroszek buying every day"  
[X Link](https://x.com/SharogradskyM/status/1669720151682342915)  2023-06-16T14:54Z 10.7K followers, [----] engagements

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

@SharogradskyM Avatar @SharogradskyM Mark Sharogradsky

Mark Sharogradsky posts on X about $slyg, $epsil, israel, $gigsek the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

Engagements Line Chart

  • [--] Week [-----] -54%
  • [--] Month [------] -20%
  • [--] Months [---------] +2,899%
  • [--] Year [---------] +328%

Mentions: [--] #

Mentions Line Chart

  • [--] Months [---] +243%
  • [--] Year [---] +179%

Followers: [------] #

Followers Line Chart

  • [--] Week [------] +0.20%
  • [--] Month [------] +0.93%
  • [--] Months [------] +5.70%
  • [--] Year [------] +15%

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence finance countries stocks technology brands cryptocurrencies currencies travel destinations social networks exchanges automotive brands

Social topic influence $slyg, $epsil, israel, $gigsek, stocks, greece, $shva, strong, $belaat, $qltu

Top assets mentioned Alphabet Inc Class A (GOOGL) Camtek Ltd (CAMT) NVIDIA Corp. (NVDA) 4 (FOUR) ENDY (ENDY) Bel Fuse Inc (BELFB) Four (FORM)

Top Social Posts

Top posts by engagements in the last [--] hours

"$RPOL.TLV # key supplier also to this project ๐Ÿ”ฅ๐Ÿ”ฅ Following a complex development process the Israel MOD's DDR&D and Rafael Advanced Defense Systems delivered the first Iron Beam laser system to the IDF at an official ceremony held today at Rafael's headquarters in northern Israel. Read More: https://t.co/2ljeE2CnAj https://t.co/iDKHv8FVFB Following a complex development process the Israel MOD's DDR&D and Rafael Advanced Defense Systems delivered the first Iron Beam laser system to the IDF at an official ceremony held today at Rafael's headquarters in northern Israel. Read More:"
X Link 2025-12-28T19:05Z 11.4K followers, [----] engagements

"I dont understand recent $Alsti press release seems very significant momentum and orders from major players but why publish without numbers and remember management very conservative๐Ÿคทโ™€ They want to prepare us that they will raise guidance for [----] and we will not be surprised๐Ÿ˜ฎ $Alsti with beat and 46% growth Expectations for [----] is 50% growth Shares still at [--] P/E Visited them a week ago and I think really impressive company and super interesting niche At USA it would trade at 30-40 P/E https://t.co/YQJQhz2Qe2 $Alsti with beat and 46% growth Expectations for [----] is 50% growth Shares still"
X Link 2026-02-09T18:35Z 11.4K followers, [----] engagements

"$THEON German Chancellor Friedrich Merz: "I will repeat it today we will make the Bundeswehr the strongest conventional army in Europe as soon as we can." https://t.co/7ACnVdhKCe German Chancellor Friedrich Merz: "I will repeat it today we will make the Bundeswehr the strongest conventional army in Europe as soon as we can." https://t.co/7ACnVdhKCe"
X Link 2026-02-13T19:12Z 11.4K followers, [----] engagements

"Cettire (CTT:ASX) recent IPO that trades at Australian stock exchange. Cettire is global luxury online marketplace that should benefit enormously from online luxury segment growth. From my Research Cettier is still at very initial stage of its potential and has huge tailwinds"
X Link 2021-03-12T09:45Z 11.4K followers, [--] engagements

"@jjwatt91 They trade for example $Bela.at $Opap.at Epsilon will enter but only next year"
X Link 2021-08-04T16:50Z 11.4K followers, [--] engagements

"Great thread from @pbcinc about $PBX.V thanks for @mascarosergi who introduced us to this idea - โœ…30% MoM growth (500-600% YOY) โœ…Scaling Revenue โœ…Huge TAM โœ…Insiders bought a lot at higher prices during last months @Adam_Wyden You like such ideas so take a look ๐Ÿ‘€"
X Link 2021-08-15T11:26Z 11.4K followers, [--] engagements

"@puppyeh1 I personally spoke with Mark a lot of times and thought that he is one of the fairest and impressive CEO. This situation is really ridiculous he personally told me that $CAMB fair value is at least 150-180p at much worsen environment than today (it was at 2019)"
X Link 2021-08-24T06:05Z 11.4K followers, [--] engagements

"$Epsil.AT acceleration beginning @SharogradskyM @mavix_leon There you go https://t.co/5kfjb4mQjp @SharogradskyM @mavix_leon There you go https://t.co/5kfjb4mQjp"
X Link 2021-11-01T18:31Z 11.3K followers, [--] engagements

"@InvestPiki It not true. For example i holded $Jumbo.at at Interactive and also $Opap.at is available"
X Link 2022-01-14T01:30Z 11.3K followers, [--] engagements

"# # # # # # . -IR -"
X Link 2022-12-12T17:45Z 11.4K followers, [--] engagements

"Last company before flying back $Vitec"
X Link 2024-02-02T09:37Z 11.4K followers, [----] engagements

"$Epsil Epsilon Net: Towards cooperation with a foreign investor Trading of the share has been suspended Did any one saw a press release about it at press Maybe Bloomberg terminal"
X Link 2024-04-25T10:57Z 11.4K followers, 10.5K engagements

"@FinSkeptic Yep just saw need to wait now"
X Link 2024-04-25T11:33Z 11.4K followers, [---] engagements

"8. Even at a price of 16I'm not sure we would sell all our holdingsand we would probably keep an average positionbut that seems like a fairer price at this stage. We at Kepler will reject the proposal as presented and would be happy to remain shareholders for many more years"
X Link 2024-04-27T08:49Z 11.4K followers, [----] engagements

"I dont hold $Xpel but it really ridiculous the hate this name got and it reminds me the situation at $Epsil after options restatement. 1- Lessons from the case 2- Dont hold shares that fintweet darlings [--] Paying high multiple can be dangerous Common what a bullshit ๐Ÿ˜ณ"
X Link 2024-05-03T08:19Z 11.4K followers, 12K engagements

"$Xpel holders do a work maybe opportunity At $Epsil I did a killing at this restatement after buying aggressively at 7.5-8 all panic hands"
X Link 2024-05-03T08:19Z 11.4K followers, [----] engagements

"Give me best Polish stocks to check Shoot"
X Link 2024-05-06T14:30Z 11.4K followers, 21.4K engagements

"First $Epsil take over and now this common Greece you are better than this ๐Ÿคญ Pathetic childish bigoted behavior. Pathetic childish bigoted behavior"
X Link 2024-05-10T18:35Z 11.4K followers, [----] engagements

"After Q1 resutls $Epsil [--] offer is a joke I am not sure if 15-16 is a good deal for us [--]. $Epsil Epsilon the end First of all Epsilon is a somewhat sentimental investment (yes I know emotions shouldn't mix with investments) but ever since that day three years ago when I discovered the company it has been the anchor in our portfolio [--]. $Epsil Epsilon the end First of all Epsilon is a somewhat sentimental investment (yes I know emotions shouldn't mix with investments) but ever since that day three years ago when I discovered the company it has been the anchor in our portfolio"
X Link 2024-05-28T06:52Z 11.4K followers, 15.7K engagements

"@ToffCap @ragingbullcap @Citrini7 I vote for my write up on epsilon net at [----] ๐Ÿ˜‚ https://www.follow-value.com/%d7%94%d7%a9%d7%a7%d7%a2%d7%94-%d7%97%d7%93%d7%a9%d7%94-%d7%90%d7%a4%d7%a1%d7%99%d7%9c%d7%95%d7%9f-%d7%a0%d7%98-epsil-gr/ https://www.follow-value.com/%d7%94%d7%a9%d7%a7%d7%a2%d7%94-%d7%97%d7%93%d7%a9%d7%94-%d7%90%d7%a4%d7%a1%d7%99%d7%9c%d7%95%d7%9f-%d7%a0%d7%98-epsil-gr/"
X Link 2024-05-29T18:23Z 11.3K followers, [---] engagements

"I really like Jumbo store at Eilat and it also one of my favorite investments today $Bela.at Greece"
X Link 2024-06-11T09:51Z 11.4K followers, [----] engagements

"@Mandariinisorsa @Orakel_O Yep i invested at Gig already [--] years ago and ranking changes very dynamically here and the main question is how strong their SEO to improve underperforming sites. I am pretty sure that the sellof not related to it since at last [--] years many variations happened"
X Link 2024-06-19T15:43Z 11.4K followers, [---] engagements

"@Mandariinisorsa @Orakel_O But the Problem with $Gigsek I need to say to much floating shares it not like $Epsil $$Slyg where you have strong holders and limited shares supply at GiG always someone need to sell ๐Ÿ˜‚ Hope Spinoff will solve it"
X Link 2024-06-19T15:44Z 11.4K followers, [----] engagements

"() - () . . " () . . ""
X Link 2024-06-23T18:26Z 11.4K followers, [----] engagements

"$Epsil / - -๐Ÿ’ช"
X Link 2024-06-23T18:26Z 11.4K followers, [----] engagements

"@ToffCap I have a bonus one for you $BELA.AT not sure about double in [--] years but my friend calls it best business in the world for 10P/E with great product/growth potential to expand abroad and huge dividends- I have a position ๐Ÿ™"
X Link 2024-07-13T13:38Z 11.4K followers, [----] engagements

"Pratt & Whitney published pretty strong numbers at after market demand for engines and components $Tatt at 6-7 P/E for [----] i understand that people want to see the actual numbers ๐Ÿ˜‰ but when they will arrive shares should double $TATT just did some more research There are only [--] authorized providers for [---] Engine 1B Market Honeywell KLM daughter company Epcor TATT Now $TATThave Zero Market Share since they prepared themselves finished authorization and recruited people (depressed Earnings 700K ) https://t.co/xk7HqsYO2L $TATT just did some more research There are only [--] authorized providers"
X Link 2024-07-25T12:45Z 11.4K followers, [----] engagements

"@dan_zafrir $Epsil ๐Ÿค” "
X Link 2024-07-30T06:36Z 11.4K followers, [---] engagements

"Epsilon Net: - - - Seems not good outcome for $Epsil shareholders They took it for cheap ๐Ÿฅฒ๐Ÿฅฒ https://www.ot.gr/2024/08/02/epixeiriseis/epsilon-net-ston-dromo-eksodou-apo-to-xa-epityxis-oloklirosi-tis-dimosias-protasis/ http://ot.gr https://www.ot.gr/2024/08/02/epixeiriseis/epsilon-net-ston-dromo-eksodou-apo-to-xa-epityxis-oloklirosi-tis-dimosias-protasis/ http://ot.gr"
X Link 2024-08-02T15:12Z 11.4K followers, [----] engagements

"- $Epsil "
X Link 2024-08-03T09:21Z 11.4K followers, [----] engagements

"-2021 ( ) $Epsil $Enter ( [--] )"
X Link 2024-08-03T09:21Z 11.4K followers, [---] engagements

"One of the best business in the world suffering now little bit due to supply challenges and Red Sea conflict Fanatic founder dont want to raise prices and sacrifice little bit of growth Price non sense reminds me [----] when challenges moderated price doubled I hold $Bela.at Jumbo S.A. $BELA.AT is a Greek kind of Dollar Store with lots of toys and other stuff. They deliver over 20% fcf margin growing high single to low double digit with an excellent ROIC (25%). In this moment trading at roughly 10x this years ev/fcf. @SharogradskyM @kungler Jumbo S.A. $BELA.AT is a Greek kind of Dollar Store"
X Link 2024-08-08T09:56Z 11.4K followers, [----] engagements

"I told that it insane that shares went down on this report at the end it fixed itself I know it was little bit frustrating name last year and not performed as $Slyg and $Epsil but I think $Gigsek time arrived - hope to see 50-60sek by year end ๐Ÿ™๐Ÿ™๐Ÿ™ $Gigsek what not to love โœ…Gentoo Media (what a name ๐Ÿคฃ) with 37% growth 18% organic โœ…Ebitda up like 40% Great July with 38% growth Spinoff 1st day October [--] Platforms guidance for [----] EBITDA [--] M Shares probably down today ๐Ÿซฃ https://t.co/zSvvMAqzqH $Gigsek what not to love โœ…Gentoo Media (what a name ๐Ÿคฃ) with 37% growth 18% organic โœ…Ebitda up"
X Link 2024-08-28T15:55Z 11.4K followers, [----] engagements

"$Bela.at published very encouraging report two days ago. In addition they published a buyback program up to [--] price for 10% of the companylast time they did it they didnt purchased any shares since shares limited above max buyback price in few weeks and doubled in one year One of the best business in the world suffering now little bit due to supply challenges and Red Sea conflict Fanatic founder dont want to raise prices and sacrifice little bit of growth Price non sense reminds me [----] when challenges moderated price doubled I hold $Bela.at One of the best business in the world suffering"
X Link 2024-09-06T08:17Z 11.4K followers, [----] engagements

"@FriendlyCapMgmt I participated at similar situation with $PNTR spinoff at [----] with spinoff of $SHGR (at Israel) when everyone wanted to sell SHGR and after the spinoff it traded at ridiculous I did like x5 on combo in [---] year ( I sold SHGR and PNTR was acquired) hope to see same returns in GIG"
X Link 2024-09-10T10:41Z 11.4K followers, [---] engagements

"4 new branches will open soon at Israel $Bela.at $Bela.at published very encouraging report two days ago. In addition they published a buyback program up to [--] price for 10% of the companylast time they did it they didnt purchased any shares since shares limited above max buyback price in few weeks and doubled in one year $Bela.at published very encouraging report two days ago. In addition they published a buyback program up to [--] price for 10% of the companylast time they did it they didnt purchased any shares since shares limited above max buyback price in few weeks and doubled in one year"
X Link 2024-09-18T07:53Z 11.4K followers, [----] engagements

"Let see if they buy some shares since we are getting closer to maximum buyback price $Bela.at [--] new branches will open soon at Israel $Bela.at https://t.co/ziUD5wBajS [--] new branches will open soon at Israel $Bela.at https://t.co/ziUD5wBajS"
X Link 2024-09-27T08:34Z 11.4K followers, [----] engagements

"The are not playing 4M buyback in [--] days -not bad $Bela.at Let see if they buy some shares since we are getting closer to maximum buyback price $Bela.at Let see if they buy some shares since we are getting closer to maximum buyback price $Bela.at"
X Link 2024-10-06T14:12Z 11.4K followers, [----] engagements

"$Tatt still trading at [--] EV/ebitda while growing 35%+ Barnes was acquired at [--] EV/Ebitda while non gaap profitable and organic growing single digit $TATT not disappointed Q2 Results โœ…revenue growth 36.5% โœ…Ebit growth 78% EV/Ebitda of [--] on Q2 Annualized P/E [--] https://t.co/DHhhnMfMQA $TATT not disappointed Q2 Results โœ…revenue growth 36.5% โœ…Ebit growth 78% EV/Ebitda of [--] on Q2 Annualized P/E [--] https://t.co/DHhhnMfMQA"
X Link 2024-10-09T16:55Z 11.4K followers, [----] engagements

". $CDON [-----] [--] - ๐Ÿ˜‰"
X Link 2024-10-13T14:00Z 11.4K followers, [----] engagements

"$Epsil [--] . . [-----] 30% -"
X Link 2024-10-13T14:00Z 11.4K followers, [---] engagements

"Look at this European Jem I hold $Plus [---] Revenue doubled from [----] OP profit doubled Shares count down by 40% Shares appreciated about [--] times Plus500 continue to buy shares aggressively every day ๐Ÿ’ช๐Ÿ’ช The tweet below is [--] years old. Stock has tripled since then: Revenues: $18.49 billion Net Income: $2.66 billion OS: [-----] million EPS: $150 Share Price: $3106 The tweet below is [--] years old. Stock has tripled since then: Revenues: $18.49 billion Net Income: $2.66 billion OS: [-----] million EPS: $150 Share Price: $3106"
X Link 2024-10-16T10:55Z 11.4K followers, [----] engagements

"In addition to $Plus500 my another biggest position $bela.at began to buyback aggressively recently Next year I hope we will see buybacks at $G2M.st and than it will definitely rerate from 4.5EV/Ebitda"
X Link 2024-10-16T10:58Z 11.4K followers, [----] engagements

"If it true $bela.at one of the best longs here just saying America: President @realDonaldTrump WILL BE THE 47TH PRESIDENT OF THE UNITED STATES OF AMERICA ONE HOUR LATER Houthi terrorists: We were kidding with the threats. We're leaving. We were just chillin'. ๐Ÿ˜… https://t.co/A21mrAEYFj America: President @realDonaldTrump WILL BE THE 47TH PRESIDENT OF THE UNITED STATES OF AMERICA ONE HOUR LATER Houthi terrorists: We were kidding with the threats. We're leaving. We were just chillin'. ๐Ÿ˜… https://t.co/A21mrAEYFj"
X Link 2024-11-06T10:59Z 11.4K followers, [----] engagements

"$Bela.at queues are still very long and Jumbo Israel Eilat Israel I think will be big success to Jumbo in coming years [--] new branches will open soon at Israel $Bela.at https://t.co/ziUD5wBajS [--] new branches will open soon at Israel $Bela.at https://t.co/ziUD5wBajS"
X Link 2024-11-09T14:58Z 11.4K followers, [----] engagements

"Israel is signing (bad) agreement with Hezbolla is a super bullish to all supply chains at Red Sea $Bela.at continue to buy shares every day recently what give a indication that they will raise guidance I think They issuing following comment at latest press release If it true $bela.at one of the best longs here just saying If it true $bela.at one of the best longs here just saying"
X Link 2024-11-26T09:27Z 11.4K followers, [----] engagements

"@mavix_leon My top $Slyg $Bela.at $Plus500 $Undisclosed growing 50% at 8-9 P/E"
X Link 2024-11-29T14:33Z 11.4K followers, [----] engagements

"Some thoughts about $SHVA - and why I am long here $SHVA is one of the best companies at Israel with big moat and I wrote a lot about them at [----] you can find detailed analysis at older posts It trades now at [--] P/E for [----] but not that what interesting $SHVA commenced new SHVA Insight commerce and signed The Azrieli Group as a customer leading Israel real estate company https://t.co/4h25LCwhWX $SHVA commenced new SHVA Insight commerce and signed The Azrieli Group as a customer leading Israel real estate company https://t.co/4h25LCwhWX"
X Link 2024-12-24T08:59Z 11.4K followers, [----] engagements

"They signed SHVA insights collaboration agreement with leading Israeli shopping malls Azrieli and the question is why And why now I feel the main reason is that leading Israeli food chain Shufersal stopped access to it data to Storenext https://www.themarker.com/consumer/2024-05-29/ty-article/.premium/0000018f-c4b1-d5c2-afff-c4fd84c40000 https://www.themarker.com/consumer/2024-05-29/ty-article/.premium/0000018f-c4b1-d5c2-afff-c4fd84c40000"
X Link 2024-12-24T08:59Z 11.4K followers, [----] engagements

"Long $ELAl best play is via option [--] Solid $ELAL.TA (Israels flag carrier airline) long pitch @ [---]. But the easier pitch IMO is shown in the net debt chart below--it has paid down +$1B in net debt over past 4Qs. Small shelf before cash flow inflection but net paydown of $920M over TTM vs $929M USD market cap. https://t.co/h8bbPAyXWl Solid $ELAL.TA (Israels flag carrier airline) long pitch @ [---]. But the easier pitch IMO is shown in the net debt chart below--it has paid down +$1B in net debt over past 4Qs. Small shelf before cash flow inflection but net paydown of $920M over TTM vs $929M USD"
X Link 2025-01-10T12:35Z 11.4K followers, [----] engagements

"Group level sales in January [----] increased by c. +11% y-o-y. A significant part of the increase in turnover in January [----] is attributable to franchisees operating stores under the JUMBO brand. $Bela.at Israel is signing (bad) agreement with Hezbolla is a super bullish to all supply chains at Red Sea $Bela.at continue to buy shares every day recently what give a indication that they will raise guidance I think They issuing following comment at latest press release Israel is signing (bad) agreement with Hezbolla is a super bullish to all supply chains at Red Sea $Bela.at continue to buy"
X Link 2025-02-11T08:24Z 11.4K followers, [----] engagements

"It great question about $SLYG weak price response of course some facts was known but quidance confirmation was really strong I am not that worried since I still remember my first report with $EPSIL at [----] it was huge report huge with 150% growth rev and 350% growth at profit @jptissot1 If $SLYG's financial report was as strong or "extraordinary" as it appears why hasn't the market responded accordingly What factors am I overlooking I've reviewed the report and listened to the earnings call yet I struggle to reconcile the company's performance with its stock @jptissot1 If $SLYG's financial"
X Link 2025-02-25T19:59Z 11.4K followers, [----] engagements

"Seems markets recognize that $ORBI.TLV will benefit hugely from nato budget increases .it still maybe the cheapest name after huge appreciation at Europe defense stocks Finally found a time to visit $ORBI.TLV after Q3 results and it still top pick to [----] Growth will significantly to accelerate in next few quarters Long $ORBI.TLV will write main points next week Finally found a time to visit $ORBI.TLV after Q3 results and it still top pick to [----] Growth will significantly to accelerate in next few quarters Long $ORBI.TLV will write main points next week"
X Link 2025-03-05T11:43Z 11.3K followers, [----] engagements

"Disaster of one is the opportunity to another ๐Ÿ˜‰ $FIVE is cancelling orders from China due to tariffs huge opportunity to $Bela.at (jumbo ) to skyrocket gross margins -also shipping rates at free fall [-----] will be interesting year for them"
X Link 2025-04-11T07:44Z 11.4K followers, [----] engagements

"$ORBI.TLV shares performed very good since my thread and now they got one of their biggest orders ever for 11.2MUSd I promised to prepare few threads about interesting Israeli companies so I want to begin with top picks for [----] I will try to present 2-3 companies until end of the year #1 -$ORBI.TLV -200M$ MC 40M net cash https://t.co/jMSPzydpeH I promised to prepare few threads about interesting Israeli companies so I want to begin with top picks for [----] I will try to present 2-3 companies until end of the year #1 -$ORBI.TLV -200M$ MC 40M net cash https://t.co/jMSPzydpeH"
X Link 2025-04-14T06:43Z 11.4K followers, [----] engagements

"Very good update from $Bela.at finally we see positive words ๐Ÿ˜‰ It before collapse at inventory costs https://corporate.e-jumbo.gr/en/investor-relations/announcements-press-releases/2025/thetika-minymata-se-evmetavlitous-kairous-159212/ Disaster of one is the opportunity to another ๐Ÿ˜‰ $FIVE is cancelling orders from China due to tariffs huge opportunity to $Bela.at (jumbo ) to skyrocket gross margins -also shipping rates at free fall [-----] will be interesting year for them. https://t.co/uKjEgC1Y6E"
X Link 2025-04-15T14:46Z 11.4K followers, [----] engagements

"Remember $Bela.at buying mostly at $CNY/$USD and selling at $EUR margins will explode and transportation costs collapse MR Vakakis status now . Very good update from $Bela.at finally we see positive words ๐Ÿ˜‰ It before collapse at inventory costs https://t.co/brzCIkKAs6 Very good update from $Bela.at finally we see positive words ๐Ÿ˜‰ It before collapse at inventory costs https://t.co/brzCIkKAs6"
X Link 2025-04-21T14:05Z 11.4K followers, [----] engagements

"Greece is on ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ $bela.at Greece just announced a primary surplus of 4.8% of GDP for [----] OH. MY. GOD. Greece just announced a primary surplus of 4.8% of GDP for [----] OH. MY. GOD"
X Link 2025-04-22T10:14Z 11.4K followers, [----] engagements

"Today call was a master piece simply top $bela.at Remember $Bela.at buying mostly at $CNY/$USD and selling at $EUR margins will explode and transportation costs collapse MR Vakakis status now . https://t.co/KKiaWPs0OK Remember $Bela.at buying mostly at $CNY/$USD and selling at $EUR margins will explode and transportation costs collapse MR Vakakis status now . https://t.co/KKiaWPs0OK"
X Link 2025-04-29T15:46Z 11.4K followers, [----] engagements

"$ORBI.TLV it seems we get all time high ๐Ÿ’ช I promised to prepare few threads about interesting Israeli companies so I want to begin with top picks for [----] I will try to present 2-3 companies until end of the year #1 -$ORBI.TLV -200M$ MC 40M net cash https://t.co/jMSPzydpeH I promised to prepare few threads about interesting Israeli companies so I want to begin with top picks for [----] I will try to present 2-3 companies until end of the year #1 -$ORBI.TLV -200M$ MC 40M net cash https://t.co/jMSPzydpeH"
X Link 2025-05-05T09:55Z 11.4K followers, [----] engagements

"$FOX plan to open Jumbo stores at Canada $Bela.at Remember $Bela.at buying mostly at $CNY/$USD and selling at $EUR margins will explode and transportation costs collapse MR Vakakis status now . https://t.co/KKiaWPs0OK Remember $Bela.at buying mostly at $CNY/$USD and selling at $EUR margins will explode and transportation costs collapse MR Vakakis status now . https://t.co/KKiaWPs0OK"
X Link 2025-05-05T13:19Z 11.4K followers, [----] engagements

": [---] @N12chat"
X Link 2025-06-13T10:35Z 11.4K followers, [----] engagements

"After mind blowing attack on Iran I think Israeli defense companies should trade at big premium to Europe&USA peers $NXSN $ESLT $ORBI $TSG "
X Link 2025-06-13T16:13Z 11.4K followers, [----] engagements

"$SLYG I expect H2 Growth will accelerate based on product release -anyway Shelly continues to deliver ๐Ÿ™ Shelly Group $SLYG announces preliminary consolidated sales revenues for H1 [----] of EUR [----] million (+29%) in line with expectstions. Q2 [----] revenues also increased by 29% yoy. Shelly will present full H1 results on [--] August [----]. https://t.co/BgQVRnJvj1 Shelly Group $SLYG announces preliminary consolidated sales revenues for H1 [----] of EUR [----] million (+29%) in line with expectstions. Q2 [----] revenues also increased by 29% yoy. Shelly will present full H1 results on [--] August 2025."
X Link 2025-07-08T14:32Z 11.4K followers, [----] engagements

"Good for $SLYG ๐Ÿ˜‰ The European Parliament voted to approve Bulgaria's accession to the eurozone in [----] https://t.co/UQSofPgEpT The European Parliament voted to approve Bulgaria's accession to the eurozone in [----] https://t.co/UQSofPgEpT"
X Link 2025-07-08T20:02Z 11.4K followers, [----] engagements

"$ORBI no one wanted at [--] everyone want at [--] 75% at USD YTD I dont hold for some time but still amazing I promised to prepare few threads about interesting Israeli companies so I want to begin with top picks for [----] I will try to present 2-3 companies until end of the year #1 -$ORBI.TLV -200M$ MC 40M net cash https://t.co/jMSPzydpeH I promised to prepare few threads about interesting Israeli companies so I want to begin with top picks for [----] I will try to present 2-3 companies until end of the year #1 -$ORBI.TLV -200M$ MC 40M net cash https://t.co/jMSPzydpeH"
X Link 2025-07-17T14:34Z 11.4K followers, [----] engagements

"Every day that I see $Plejd share price I am Asking what $SLYG doing at German stock exchange -$PLEJD flirting with 50P/E for 2025"
X Link 2025-07-19T18:59Z 11.4K followers, [----] engagements

"Interview Shelly Group is building an automated factory in Plovdiv Great article that somehow I missed with few highlights ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ $SLYG https://www.economic.bg/en/a/view/interview-shelly-group-is-building-an-automated-factory-in-plovdiv https://www.economic.bg/en/a/view/interview-shelly-group-is-building-an-automated-factory-in-plovdiv"
X Link 2025-08-04T06:12Z 11.4K followers, [----] engagements

"What is the current production volume and how do you plan to expand over the next [--] [--] years Currently it is around [--] million per year. We hope that in three years it will be at least three times more๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ"
X Link 2025-08-04T06:16Z 11.4K followers, [----] engagements

"$SLYG a very long way ahead of us ๐Ÿ’ช"
X Link 2025-08-04T06:16Z 11.4K followers, [----] engagements

"Great summary $SLYG I always wanted to compare two titans of smart home automation in Europe: $PLEJD and $SLYG - and came to interesting results. See it here https://t.co/Mqaol6pMsu I always wanted to compare two titans of smart home automation in Europe: $PLEJD and $SLYG - and came to interesting results. See it here https://t.co/Mqaol6pMsu"
X Link 2025-08-07T20:23Z 11.4K followers, [----] engagements

"$Alsti was on of our top picks at the beginning of [----] thanks for mentioning it ๐Ÿ™ I think shares are less interesting now specially after our recent call with the management where they mentioned competition factor is intensified and Tesla China is pretty slow on installations Ok people. You are running way ahead $ALSTI. Bonkers. Ok people. You are running way ahead $ALSTI. Bonkers"
X Link 2025-08-09T08:13Z 11.4K followers, [----] engagements

"Amazing thing about $SLYG that even when results are so so you just to want to buy more after the call ๐Ÿคฃ๐Ÿ˜‰ SAAS revenue will probably double every year and will flow to net profit.๐Ÿคฏ Shelly Group $SLYG H1 [----] results: Revenue +29.3% *DACH region +20.5% *Rest of Europe +31.6% *Rest of World +83.7% EBIT +12.2% EBIT margin of 22.6% (vs. 26%) *adj. for FX effects: 25.4% Net result +10.1% Cloud user +21% โœ… Guidance confirmed https://t.co/v9KCcxfk0j Shelly Group $SLYG H1 [----] results: Revenue +29.3% *DACH region +20.5% *Rest of Europe +31.6% *Rest of World +83.7% EBIT +12.2% EBIT margin of 22.6%"
X Link 2025-08-15T08:09Z 11.4K followers, [----] engagements

"Very impressive performance from $SlYG recently and it good time to look at my blog posts from [--] years ago and after [--] bagger with smilesince Shelly executed much better than I expected. I think very rare management team and will be interesting to see what they will achieve ๐Ÿ™ A long waited post about a small European company is ready and posted on my Hebrew blog you can use Google translate to read it at other languages https://t.co/ZIhusK12RP A long waited post about a small European company is ready and posted on my Hebrew blog you can use Google translate to read it at other languages"
X Link 2025-08-25T18:53Z 11.4K followers, [----] engagements

"Who have access to this report $SLYG Berenberg tar upp oberoende tckning av Shelly Group med riktkurs [--] . $SLYG https://t.co/fMF6o1vscC Berenberg tar upp oberoende tckning av Shelly Group med riktkurs [--] . $SLYG https://t.co/fMF6o1vscC"
X Link 2025-09-04T05:31Z 11.4K followers, [----] engagements

"@pbcinc did tremendous work on This name $Int.st the situation reminds me of $Epsil at [----] after options mistake it down 45% and very smart folks begin to scream it manipulating finance how you can trust them auditor is not top [--] it very strange The one thing I really love about public markets is how fast and how easily people are willing to hand their hard-earned life savings to smarter folks. Swede investor getting rattled by Sven Again Well. this is going to develop into a very valuable investing lesson $INT The one thing I really love about public markets is how fast and how easily"
X Link 2025-09-14T14:22Z 11.4K followers, [----] engagements

"I will call it moat ๐Ÿ˜‰ but $SLYG continue to sell at Amazon just dont want to give discounts $SLYG Interesting little data point following last quarter where Shelly stop selling on Amazon. Now Amazon is buying keyword on Google to sit in front of Shelly's website. https://t.co/kSBPIJE8Gj $SLYG Interesting little data point following last quarter where Shelly stop selling on Amazon. Now Amazon is buying keyword on Google to sit in front of Shelly's website. https://t.co/kSBPIJE8Gj"
X Link 2025-09-18T21:42Z 11.4K followers, 12K engagements

"I thought $SLYG will miss since this disput with Amazon and they really really surprised me on upside ๐Ÿคฏ๐Ÿคฏ If I am correct 43.5% growth at Q3 WOW 1.5BEuro in few months ๐Ÿ’ช I will call it moat ๐Ÿ˜‰ but $SLYG continue to sell at Amazon just dont want to give discounts I will call it moat ๐Ÿ˜‰ but $SLYG continue to sell at Amazon just dont want to give discounts"
X Link 2025-10-07T18:41Z 11.4K followers, 30.4K engagements

"@ShmuelLon @vlusinvest AR is not super great but not that suspicious I saw it a lot. people screaming FCF not lying and summing FCF from [----] but check FCF for $TATT it was hugely negative with multiple raises so no one asking questions Int small company customers pushing them bad pay terms"
X Link 2025-10-07T19:02Z 11.4K followers, [---] engagements

"Montega on $SLYG ๐Ÿ’ช I see $SLYG on [--] P/E for [----] with 43% growth and even dont know if we will see deceleration at [----] I thought $SLYG will miss since this disput with Amazon and they really really surprised me on upside ๐Ÿคฏ๐Ÿคฏ If I am correct 43.5% growth at Q3 WOW 1.5BEuro in few months ๐Ÿ’ช https://t.co/SvZiSd3bA7 I thought $SLYG will miss since this disput with Amazon and they really really surprised me on upside ๐Ÿคฏ๐Ÿคฏ If I am correct 43.5% growth at Q3 WOW 1.5BEuro in few months ๐Ÿ’ช https://t.co/SvZiSd3bA7"
X Link 2025-10-11T09:08Z 11.4K followers, [----] engagements

"@rubicon59 I think IlYDa was very small and also Investment community in Greece not that developed like at Israel. ๐Ÿ˜‰"
X Link 2025-10-11T19:45Z 11.4K followers, [----] engagements

"Great take this why $SlYG is so brilliant Dimitar knew he is not suits to run global company as CEO and without hesitation put his ego aside and brought best CEO he could ๐Ÿ’ช๐Ÿ’ช๐Ÿ’ช Contrarian Take: Microcaps with non-founder CEOs could actually be excellent investments (esp if founder still involved in some capacity). Imagine being a founder and passing on your baby to someone else because they are better suited to run the company. No better signal Contrarian Take: Microcaps with non-founder CEOs could actually be excellent investments (esp if founder still involved in some capacity). Imagine"
X Link 2025-11-04T05:02Z 11.4K followers, [----] engagements

"Unfortunately I dont have enough to deep write up here in near future but short thread $1inn trades at Germany recent IPO with outstanding management providing tax credits R&D returns to German companies Big market strong regulatory tailwinds extensional management team So will prepare a post about German company ๐Ÿ‘๐Ÿ’ช So will prepare a post about German company ๐Ÿ‘๐Ÿ’ช"
X Link 2025-11-04T12:26Z 11.4K followers, 10.4K engagements

"I think they can growth above 45-50% for few years due to market tailwinds. Not sure about abroad expansion but German market big enough to support growth for few years due Long do your own research ๐Ÿ™"
X Link 2025-11-04T12:27Z 11.4K followers, [----] engagements

"Kratos to Acquire Israel-Based Orbit Technologies Ltd for $orbi.tlv https://www.globenewswire.com/news-release/2025/11/04/3180844/224/en/Kratos-to-Acquire-Israel-Based-Orbit-Technologies-Ltd-for-356-3-Million.html https://www.globenewswire.com/news-release/2025/11/04/3180844/224/en/Kratos-to-Acquire-Israel-Based-Orbit-Technologies-Ltd-for-356-3-Million.html"
X Link 2025-11-04T21:24Z 11.4K followers, [----] engagements

"I expect a lot of R&D investments and a lot of tax credits in next few years super bullish to $1inn -let see how it develops NVIDIA CEO ON CALL - GERMANY WILL BE ONE OF THE LARGEST AI MARKETS IN THE WORLD; I CAN'T WAIT FOR US TO INVEST EVEN MORE NVIDIA CEO ON CALL - GERMANY WILL BE ONE OF THE LARGEST AI MARKETS IN THE WORLD; I CAN'T WAIT FOR US TO INVEST EVEN MORE"
X Link 2025-11-04T21:38Z 11.3K followers, [----] engagements

"$SLYG Shelly Group achieved its 31st consecutive quarter of growth with group revenue rising by 42.1% to EUR [----] million (BGN [----] million). EBIT more than doubled to EUR [---] million (BGN [----] million) corresponding to an EBIT margin of 29.5% (Q3 2024: 18.4%). Insane ๐Ÿคฏ I thought $SLYG will miss since this disput with Amazon and they really really surprised me on upside ๐Ÿคฏ๐Ÿคฏ If I am correct 43.5% growth at Q3 WOW 1.5BEuro in few months ๐Ÿ’ช https://t.co/SvZiSd3bA7 I thought $SLYG will miss since this disput with Amazon and they really really surprised me on upside ๐Ÿคฏ๐Ÿคฏ If I am correct 43.5%"
X Link 2025-11-12T16:43Z 11.4K followers, 12.4K engagements

"When company thinks long term can you imagine USA CEO post it ๐Ÿ˜ $SLYG $SLYG Shelly Group achieved its 31st consecutive quarter of growth with group revenue rising by 42.1% to EUR [----] million (BGN [----] million). EBIT more than doubled to EUR [---] million (BGN [----] million) corresponding to an EBIT margin of 29.5% (Q3 2024: 18.4%). Insane ๐Ÿคฏ $SLYG Shelly Group achieved its 31st consecutive quarter of growth with group revenue rising by 42.1% to EUR [----] million (BGN [----] million). EBIT more than doubled to EUR [---] million (BGN [----] million) corresponding to an EBIT margin of 29.5% (Q3 2024:"
X Link 2025-11-14T09:49Z 11.4K followers, [----] engagements

"@BoomAn3Bust @Snaljapen @PhantasTrader I feel pure antisemitism at some Swedish media. since I wrote first about Shelly when it was less than [--] eur Wrote about Epsil that people made unbelievable fortune from [---] to [--] at acquisition and about huge winners like $Tatt now I said I invested at Intellego"
X Link 2025-11-20T13:11Z 11.4K followers, [----] engagements

"@VM_IMPETUS Who will say it not enough ๐Ÿคฃ๐Ÿคฃ๐Ÿคฃ๐Ÿคฃ๐Ÿคฃ"
X Link 2025-12-03T17:46Z 11.4K followers, [---] engagements

"I really think for private investors it best strategy at some stage. I hold some businesses for more than [--] years as they continue to execute for example I holded $Epsilon for [--] bagger without selling even that some periods can be challenging I'm really into trying to hold companies I like forever even if that means lower returns sometimes it just fits very well with my mentality. I like owning part of a business. I like collecting [--] years of dividends. I also cut some stocks when I don't find the case appealing I'm really into trying to hold companies I like forever even if that means lower"
X Link 2025-12-13T11:22Z 11.4K followers, [----] engagements

"I holds $SLYG already for [--] years and almost [--] bagger and only buying more shares every year as business progress much better that shares price development"
X Link 2025-12-13T11:22Z 11.4K followers, [----] engagements

"Not that my affected price at any way it was volumes of 50-60M$ but even that I should just sell when company began with all those strange PR every day and specially after very misleading results presentation for Q3 "
X Link 2025-12-27T12:10Z 11.4K followers, [---] engagements

"Happy that sold all before Q3 report after carefully reviewed the deal with PE fund and wrote that this deal Very strange and want to see we will not get surprises at report"
X Link 2025-12-27T12:10Z 11.4K followers, [---] engagements

"When Germany exchange is closed for [----] $SLYG our top pick and #1 position for third consecutive year with stellar 75% YTD performance I think [----] will also be great ๐Ÿ”ฅ๐Ÿ”ฅ I holds $SLYG already for [--] years and almost [--] bagger and only buying more shares every year as business progress much better that shares price development I holds $SLYG already for [--] years and almost [--] bagger and only buying more shares every year as business progress much better that shares price development"
X Link 2025-12-30T13:21Z 11.4K followers, [----] engagements

"@daardos $SLYG"
X Link 2025-12-31T22:25Z 11.4K followers, [----] engagements

"2/ STIF (ALSTI) France BESS protection systems for industrial energy storage. Their client list Most of the global leaders (incl. Tesla). As BESS scales regulation becomes stricter more protective elements required by law"
X Link 2026-01-01T13:13Z 11.4K followers, [----] engagements

"That regulation = moat. It limits competition and supports pricing power. Trading at [--] [----] PE while I model double-digit growth for years. Stif have manufacture facilities at USA France and China what supports their scalability to service better their customers worldwide"
X Link 2026-01-01T13:13Z 11.4K followers, [---] engagements

"3/ ILYDA Greece Small IT player with multiple tailwinds. Winning share from Epsilon Net in invoicing for small business. Why Resellers prefer ILYDA less aggressive push culture when Epsilon trying to switch end customers to their ERP systems http://ILYDA.AT http://ILYDA.AT"
X Link 2026-01-01T13:13Z 11.4K followers, [---] engagements

"$SLYG Montega upgraded with [--] Price target Shelly X Platform Energy Meters and USA will lead the company above this price I think when after Q2 report company will raise guidance I hope ๐Ÿ™ When Germany exchange is closed for [----] $SLYG our top pick and #1 position for third consecutive year with stellar 75% YTD performance I think [----] will also be great ๐Ÿ”ฅ๐Ÿ”ฅ https://t.co/wkmr6k1ufu When Germany exchange is closed for [----] $SLYG our top pick and #1 position for third consecutive year with stellar 75% YTD performance I think [----] will also be great ๐Ÿ”ฅ๐Ÿ”ฅ https://t.co/wkmr6k1ufu"
X Link 2026-01-14T12:54Z 11.4K followers, [----] engagements

"$Alsti with beat and 46% growth Expectations for [----] is 50% growth Shares still at [--] P/E Visited them a week ago and I think really impressive company and super interesting niche At USA it would trade at 30-40 P/E I plan to visit $Alsti.pa in two weeks at their facilities in France will update if will have any new insights I plan to visit $Alsti.pa in two weeks at their facilities in France will update if will have any new insights"
X Link 2026-01-23T08:11Z 11.4K followers, [----] engagements

"I dont hold $TATT now since very reach valuation but thanks for complements ๐Ÿ™โค @SharogradskyM @SharogradskyM Your @$TATT tip aged very well. How do you look at present valuation My take: the potential you signaled [--] () months ago is now recognized by the market and present price offers less potential. Interested in your opinion if you want to share. @SharogradskyM @SharogradskyM Your @$TATT tip aged very well. How do you look at present valuation My take: the potential you signaled [--] () months ago is now recognized by the market and present price offers less potential. Interested in your"
X Link 2026-01-25T17:43Z 11.4K followers, [----] engagements

"Next level will be when market recognize how huge AGI development is for $SLYG agents can help with home configuration of devices and every amateur will become master of scripting and configuration at zero time consumption ๐Ÿคฏ next few years will be not less exciting than [--] last $SLYG Montega upgraded with [--] Price target Shelly X Platform Energy Meters and USA will lead the company above this price I think when after Q2 report company will raise guidance I hope ๐Ÿ™ $SLYG Montega upgraded with [--] Price target Shelly X Platform Energy Meters and USA will lead the company above this price I think"
X Link 2026-01-31T08:46Z 11.4K followers, 10.1K engagements

"BOOM ๐Ÿ’ฅ $SLYG Next level will be when market recognize how huge AGI development is for $SLYG agents can help with home configuration of devices and every amateur will become master of scripting and configuration at zero time consumption ๐Ÿคฏ next few years will be not less exciting than [--] last Next level will be when market recognize how huge AGI development is for $SLYG agents can help with home configuration of devices and every amateur will become master of scripting and configuration at zero time consumption ๐Ÿคฏ next few years will be not less exciting than [--] last"
X Link 2026-02-01T19:48Z 11.4K followers, [----] engagements

"VC Ai AI"
X Link 2026-02-06T01:11Z 11.4K followers, [----] engagements

"$1inn.de since this post shares down like 35% while results was above my expectations and recently was sold with all AI names Company growing 60% at [----] and analyst estimations is to 40% growth at [----] and 35% at [----] while P/E is less than [--] for [----] Unfortunately I dont have enough to deep write up here in near future but short thread $1inn trades at Germany recent IPO with outstanding management providing tax credits R&D returns to German companies Big market strong regulatory tailwinds extensional management team https://t.co/RD5gyN6Qkf Unfortunately I dont have enough to deep write up"
X Link 2026-02-06T14:28Z 11.4K followers, [----] engagements

"I like the founder and he is buying a l lot recently Will visit them in two weeks and will check all open issues like AI Regulatory risks and projects to growth abroad I dont see how AI or agents is real risk for them and in opposite it can serve as big tailwind"
X Link 2026-02-06T14:28Z 11.4K followers, [---] engagements

"This why I think market completely wrong on $1inn.de 1- They own the data 2-Provide compliance guarantee in case of audit 3-Charge based on outcome only Let see in a year where we will be Investing in SaaS Look for these [--] moats: [--]. The Vault: They own the data "System of Record." [--]. The Shield: They provide the legal/compliance guarantee. [--]. The Result: They charge for outcomes not "seats." [--]. The Network: Their AI learns from all customers not just one. Investing in SaaS Look for these [--] moats: [--]. The Vault: They own the data "System of Record." [--]. The Shield: They provide the"
X Link 2026-02-08T05:41Z 11.4K followers, [----] engagements

"@TASE_insights @daardos 12%"
X Link 2026-02-08T12:56Z 11.4K followers, [---] engagements

"@SimeonResearch_ Athens food is #1 but you deserve special thread for your hospitality โค"
X Link 2026-02-10T20:29Z 11.4K followers, [---] engagements

"@TASE_insights"
X Link 2026-02-12T10:16Z 11.4K followers, [---] engagements

"@Qa5679 @TASE_insights ๐Ÿ˜Œ๐Ÿ˜‰"
X Link 2026-02-13T12:13Z 11.4K followers, [---] engagements

"@moshebs11 @Michael__Levit 16"
X Link 2026-02-15T10:43Z 11.4K followers, [--] engagements

"@Qa5679 @udschachter [--] -AI -ROI [--] . [-----] DotCom "
X Link 2026-02-16T06:38Z 11.4K followers, [--] engagements

"Pointer Telocation Reports Second Quarter [----] Financial Results $PNTR I think next year is going to be very strong $PNTR https://seekingalpha.com/pr/17245579 https://seekingalpha.com/pr/17245579"
X Link 2018-08-15T21:21Z 10.7K followers, [--] engagements

"Cars industry before and after [----] almost same sales numbers totally different industry $FCAU $GM $F"
X Link 2018-12-29T12:32Z [----] followers, [--] engagements

"@saxena_puru Check Israeli based $SHVA.TLV Fintech Company that responsible for technology clearance of all credit cards. Monopoly position Growth Low multiple huge cash position that company asked permission to distribute - one of the best trades in the world"
X Link 2020-08-28T05:52Z 10.9K followers, [--] engagements

"Consumer behaviors tend to be fairly sticky particularly when the things that they're doing wor since the pandemic struck is a fairly dramatic change and a rapid change in consumer behavior that I think will have lasting impact on some structural issues in the payments industry"
X Link 2020-12-02T18:35Z 10.7K followers, [--] engagements

"Craig Vosburg President of North America at Mastercard (MA) $SHVA $ADYEN"
X Link 2020-12-02T18:37Z 10.7K followers, [--] engagements

"$SHVA.TLV Business similar in few aspects to $Adyen still trades at value multiple $SHVA.TA 2Q2020 English Financials are here in case you missed them: https://t.co/QLbio7NJWA. $SHVA.TA 2Q2020 English Financials are here in case you missed them: https://t.co/QLbio7NJWA"
X Link 2020-12-03T14:52Z 10.7K followers, [--] engagements

"@puppyeh1 โœ… $SHVA.TLV - Payment Business still very cheap- great recovery play and one of best moats โœ… MNIF/SRAC/SHOM - Good companies to ride recovery at Non-banking credit sector with owner operators supportive regulation high growth/ROIC"
X Link 2021-02-22T06:51Z 10.7K followers, [--] engagements

": -7.7% Israel return to normality people begin to spend $SHVA.tlv @puppyeh1 @pbcinc @Adam_Wyden https://www.maariv.co.il/business/Article-823343 https://www.maariv.co.il/business/Article-823343"
X Link 2021-02-22T08:37Z 10.7K followers, [--] engagements

"Great business at reasonable price $SHVA.TA and great work from Jeremy on not simple security ๐Ÿ‘Œ"
X Link 2021-02-23T13:26Z 10.7K followers, [--] engagements

"Based on press speculation 230MNis for Masav is rejected by their shareholders- If they rejected such a bid for no scale limited growth payments operator how much $SHVA should worth๐Ÿง @pbcinc @puppyeh1 @Omri_Legacy https://www.globes.co.il/news/article.aspxdid=1001362210 https://www.globes.co.il/news/article.aspxdid=1001362210"
X Link 2021-03-01T06:01Z 10.7K followers, [--] engagements

"Next Sunday Israel plans to reopen its economy bars restaurants hotels.- very exciting ๐Ÿคฉ best stocks to play israel economy recovery $SHVA $MNIF $SRAC"
X Link 2021-03-02T17:27Z 10.7K followers, [--] engagements

"@ImmigrantCap $SHVA great business not cheap but really good guality and I understand that all reopened restaurants in Israel are fully booked for next week so it definitely have great tailwinds this year as local economy return to normality"
X Link 2021-03-05T07:31Z 10.7K followers, [--] engagements

"Great Quarter overall ๐Ÿน with few baggers. Major contributors : $Cdon $Bragg $CTT $Shva $Shgr $ATTO made many changes at last two months. Plan to update on few new names at my blog and you can read our letters at #notinvestmenadvise http://www.kepler-capital.com http://www.follow-value.com http://www.kepler-capital.com http://www.follow-value.com"
X Link 2021-03-31T16:34Z 10.7K followers, [--] engagements

"$CTT gain analysts coverage good prospects going forward"
X Link 2021-04-14T11:28Z [----] followers, [--] engagements

"100% agree and those results included [--] months of lockdowns. Q2 economy at Israel is booming restaurants hotels shopping moles. in addition to Apple Pay arrival so expect for improvements at results next few quarters #long $SHVA Capital markets are pretty funny sometimes. If $SHVA.TA was simply $SHVA (on the Daq) or $SHVA.LN and had up to date disclosures it would trade at 2.5-3x the price. Therein lies your opportunity as a global investor. Capital markets are pretty funny sometimes. If $SHVA.TA was simply $SHVA (on the Daq) or $SHVA.LN and had up to date disclosures it would trade at 2.5-3x"
X Link 2021-06-01T04:28Z 10.7K followers, [--] engagements

"What I can say ๐Ÿคทโ™€ just dont sell nothing at this market $Ctt.asx - #I still have small position"
X Link 2021-06-08T06:39Z [----] followers, [--] engagements

"$CTT reacts to article on AFR when all facts was really known and highlighted many times. I personally think the shares rosed too fast to give a company a 1BUSD Market Cap and raised of course many questions while some issues are remain. #I still hold some shares and follow ๐Ÿ˜ต What I can say ๐Ÿคทโ™€ just dont sell nothing at this market $Ctt.asx - #I still have small position https://t.co/8f3YdEnLmA What I can say ๐Ÿคทโ™€ just dont sell nothing at this market $Ctt.asx - #I still have small position https://t.co/8f3YdEnLmA"
X Link 2021-06-15T05:04Z [----] followers, [--] engagements

"$CTT pretty bullish response from the company to accusations and trade halt - and it always help when you raise guidance ๐Ÿฅ‚ $CTT reacts to article on AFR when all facts was really known and highlighted many times. I personally think the shares rosed too fast to give a company a 1BUSD Market Cap and raised of course many questions while some issues are remain. #I still hold some shares and follow ๐Ÿ˜ต https://t.co/F8x1HjDNKZ $CTT reacts to article on AFR when all facts was really known and highlighted many times. I personally think the shares rosed too fast to give a company a 1BUSD Market Cap"
X Link 2021-06-15T07:41Z [----] followers, [--] engagements

"$SHVA dramatic raise at number of operations due to Apple Pay"
X Link 2021-06-27T20:04Z 10.7K followers, [--] engagements

"$CDON cool 35% in [--] days. Waiting for earnings call with @Adam_Wyden @pbcinc @SavneetS $CDON Is still best show in the town - I hope all Shorts are closed their position it reminds me $RIck shorts at 8-10$ $CDON Is still best show in the town - I hope all Shorts are closed their position it reminds me $RIck shorts at 8-10$"
X Link 2021-07-07T20:42Z [----] followers, [--] engagements

"By the way $QTCOM was one of my biggest mistakes since I researched them around [--] ( saw their collaboration with Variscite) and thought it great business but little bit expensive"
X Link 2021-08-06T10:20Z 10.7K followers, [--] engagements

"I promised to prepare few threads about Israeli companies so I want to begin with the one of the rarest ๐Ÿ’Ž at Israel stock exchange: Symbol at IBRK: $SHVA.TLV Reports at English could be found under IR at http://www.Shva.co.il http://www.Shva.co.il"
X Link 2021-08-24T11:34Z 11.4K followers, [---] engagements

"$SHVA reported today really strong report (Q1 [----] included one time settlement with Isracard) โœ…37% QOQ Rev growth โœ…65% QOQ Ebit growth Company trades 10xEV/EBiT [----] and 8xEV/EBIT E [----] for payment business with recurrent revenue #Ihaveposition #Bought more I promised to prepare few threads about Israeli companies so I want to begin with the one of the rarest ๐Ÿ’Ž at Israel stock exchange: Symbol at IBRK: $SHVA.TLV Reports at English could be found under IR at https://t.co/WahM1F91Jo https://t.co/DQIeAELv2p I promised to prepare few threads about Israeli companies so I want to begin with the"
X Link 2021-08-30T15:37Z 10.9K followers, [--] engagements

"$SHVA.TLV English PR entrance of the digital wallets and Apple Pay in the beginning of May which impacted the number of transactions used with the digital wallet. " I present you with $SHVA.TA's inaugural English PR for INTL shareholders. https://t.co/QTvxt9o6bg Management's aware of the INTL interest and we are pretty confident prompt English financial reports are next. Our comments of the Q - to follow. Enjoy I present you with $SHVA.TA's inaugural English PR for INTL shareholders. https://t.co/QTvxt9o6bg Management's aware of the INTL interest and we are pretty confident prompt English"
X Link 2021-08-31T16:07Z 10.7K followers, [--] engagements

"Great thread $SHVA.TLV $SHVA.TA 1St H Notes. $SHVA.TA 1St H Notes"
X Link 2021-09-01T10:20Z 10.7K followers, [--] engagements

"As I wrote before i really happy when shares of companies I wrote about continue to perform great even after I closed the position- congratulations to $CTT holders ๐Ÿฅ‚ I decided to close the residual of my position at $CTT. It was huge success and I think company is still not expensive but I want to concentrate on ideas that I am 100% sure about their long term position-it was super successful trade and I learnt a lot about fashion industry ๐Ÿพ I decided to close the residual of my position at $CTT. It was huge success and I think company is still not expensive but I want to concentrate on"
X Link 2021-09-03T06:09Z [----] followers, [--] engagements

"Based on our understanding $GIGSEK will came into index fund at Norway and it will lead to some additional demand for shares till mid of September. Beside that it still ridiculously cheap in comparison to $GAN & $Bragg& $Draft and conservative price target of 26K for next [--] m"
X Link 2021-09-03T08:12Z [----] followers, [--] engagements

"Foreign fund manager wrote me yesterday that he is doing A-Z screen on Israeli companies and asked for help I definitely think that Israeli small caps is maybe the best value in the world now staff is trading at 7-8 PE with nice growth -"
X Link 2021-09-11T10:29Z 10.9K followers, [--] engagements

"@GaliciaInvestor $SHVA is definitely great one and I hold a shares but today everyone know about them so they are not dirt cheap like some others name"
X Link 2021-09-11T10:34Z 10.7K followers, [--] engagements

"@Omri_Legacy @BarYonatan You are biased ๐Ÿ˜‚๐Ÿ˜‚๐Ÿ˜‚๐Ÿ˜‚ and I also hold Telsys ๐Ÿ˜‰ I am not speaking about super quality like $SHVA but good business at low prices. I have at least 3-4 such names and we can argue on them "
X Link 2021-09-11T13:23Z 10.7K followers, [--] engagements

"From new Tegus $SHVA 1991Hussein sends the first Scud missile from Baghdad went to hit the SHVA building. Luckilyhe missed by about [---] meters and it fell in a shopping mall. But that's where he sent the full missile because if he hits SHVAhe collapses the Israeli economy๐Ÿ˜‚ Thread/ Automatic Bank Services $SHVA continues to become more appealing to me. The Israeli version of $MA & $V. Both Mastercard & Visa hold a 10% stake in the company & are not competition. Essentially a monopoly of payment transactions in Israel. Thread/ Automatic Bank Services $SHVA continues to become more appealing to"
X Link 2021-09-23T06:01Z 10.9K followers, [--] engagements

"@puppyeh1 $SHVA ๐Ÿ‘Œ"
X Link 2021-09-24T09:32Z 10.7K followers, [--] engagements

"After successful (I hope ๐Ÿ™) thread about $SHVA.TLV I think $TLSY.TLV and $CLAB.TLV two securities I am very excited about for next few years. I prepared short summary slide for $TLSY that describes the opportunity . I promised to prepare few threads about Israeli companies so I want to begin with the one of the rarest ๐Ÿ’Ž at Israel stock exchange: Symbol at IBRK: $SHVA.TLV Reports at English could be found under IR at https://t.co/WahM1F91Jo https://t.co/DQIeAELv2p I promised to prepare few threads about Israeli companies so I want to begin with the one of the rarest ๐Ÿ’Ž at Israel stock"
X Link 2021-09-30T07:57Z 10.9K followers, [--] engagements

"$CDON again above [---] even that no one at Sweden likes them ๐Ÿ˜‰"
X Link 2021-11-05T11:13Z [----] followers, [--] engagements

"$SHVA.TLV reported this week very strong Q3 results โœ…Revenue 29% Y/Y โœ…Ebit 55% Y/Y โœ…Net Income 49% Y/Y still trades around 16.5xEV/Ebit [----] for payment business"
X Link 2021-12-02T11:05Z 10.7K followers, [--] engagements

"@puppyeh1 Not bullish for stocks ๐Ÿคฃ๐Ÿคฃ by the way you was way silent on great Q3 report from $SHVA ๐Ÿ˜‰"
X Link 2021-12-04T13:59Z 10.7K followers, [--] engagements

"tomorrow Google Pay will launch at Israel and you know who will benefit from it ๐Ÿ˜‰ $SHVA"
X Link 2021-12-06T18:34Z 10.7K followers, [--] engagements

"@Investmentideen Try Israel securities almost no analyst coverage little bit limited liquidity but some really cheap stuff"
X Link 2021-12-10T19:16Z 10.7K followers, [--] engagements

"@Investmentideen Everyone know $SHVA already you need to find something new ๐Ÿ˜‰"
X Link 2021-12-10T19:20Z 10.7K followers, [--] engagements

"@Investmentideen Yep I am working on few things but very difficult to compete with $Epsil $JDc and even $SHVA holdings I mentioned based on PriceQuality"
X Link 2021-12-10T19:29Z 10.7K followers, [--] engagements

"Happy new year $Kaspi ๐ŸŽ„๐ŸŽ„๐Ÿพ๐Ÿพ thanks for great year ๐Ÿ‘Š๐Ÿ‘Š๐Ÿพ๐Ÿพ https://t.co/UjZr2OyGsE [----] https://t.co/Nev3XIvqbB https://t.co/5cy2s5lMOX https://t.co/UjZr2OyGsE [----] https://t.co/Nev3XIvqbB https://t.co/5cy2s5lMOX"
X Link 2021-12-31T10:03Z 10.7K followers, [--] engagements

"Following few successful threads ๐Ÿงต at the past about interesting companies including $CTT.ASX $EPSIL and $SHVA I am working on new one and I hope to publish it at the beginning of next week ๐Ÿ‘Š๐Ÿ‘Š"
X Link 2022-01-14T10:30Z 11.4K followers, [---] engagements

"1) As promised and after Israel stock exchange closed for weekend $ENDY.TLVavailable at IB is a small Israeli company with MC of around $36M. This idea is suited mostly to small investors since the liquidity was limited at around US$ 150k ADV during the last [--] months"
X Link 2022-01-20T15:39Z 11.4K followers, [---] engagements

"Since the company works with distributors its gross margin is lower than that of its peers. The interesting point is that $ENDY does not pay them any fees therefore has a lower OpEx. This nuance creates a misunderstanding in the company's margins vs its peers' margins profile"
X Link 2022-01-20T15:46Z [----] followers, [--] engagements

"What does the company actually do $ENDY generates revenue from selling versatile solutions in different segments. 1) The Pure product is sold to Dermatologists and plastic surgeons clinics all over the world through several distributors"
X Link 2022-01-20T15:50Z [----] followers, [--] engagements

"As an example of it the company announced a few months ago that an influencer's live broadcast in China led to sales in excess of $1M for some of its products during the broadcast. Finally the purchase of home appliances also leads to the purchase of additional accessories"
X Link 2022-01-20T15:56Z [----] followers, [--] engagements

"It is important to note that $ENDY recently announced that Mr. Ziv Karni the founder of Alama Lazers (sold to Fuson for US$ 220M and today known as Sisram with US$ 600M of MC) will join the team. This move will lead to a better awareness of the company"
X Link 2022-01-20T15:59Z [----] followers, [--] engagements

"Why does this opportunity exist First of all $ENDY has a small market cap now. Secondly it has relatively low liquidity. These factors and the financial misunderstanding imply that the company is simply under the investors' radar even unknown to most Israeli investors"
X Link 2022-01-20T16:04Z [----] followers, [--] engagements

"CHOICE OF THE STARS ๐ŸŒŸ ENDYMED UAE & check out the video of ๐ŸŒŸ Ioanna Bella -Miss Universe Greece ๐ŸŒŸ& Fashion Model ๐ŸŒŸ $Endy.TLV"
X Link 2022-01-30T19:45Z [----] followers, [--] engagements

"$GIGSEK Pareto increase guidance Spin-off/divestment on the table to unlocks shareholders value -TP 33sek ๐Ÿคž๐Ÿป๐Ÿคž๐Ÿป๐Ÿคž๐Ÿป"
X Link 2022-04-26T06:54Z 10.8K followers, [--] engagements

"$GIGSEk signed meaningful agreement with Tier [--] operator at huge UK market ๐Ÿ‘Œ https://mb.cision.com/Main/15972/3557110/1572079.pdf https://mb.cision.com/Main/15972/3557110/1572079.pdf"
X Link 2022-04-29T12:39Z 10.8K followers, [--] engagements

"$TLRD.TLV always nice when one of your biggest positions is acquired at such market and at nice premium. I think company worth much more but not complaining- many opportunities now to employ the capital (I personally will keep the shares since 6% arbitrage is nice for few months) # . . ๐Ÿ˜‰ .. https://t.co/xzV5HRLmiV # . . ๐Ÿ˜‰ .. https://t.co/xzV5HRLmiV"
X Link 2022-05-08T08:56Z 10.7K followers, [--] engagements

"$ENDY.TLV was beaten down last few months. Reports today very strong Q1 please remember that it trades at EV/EBIT [---] ๐Ÿ˜‰ 1) As promised and after Israel stock exchange closed for weekend $ENDY.TLVavailable at IB is a small Israeli company with MC of around $36M. This idea is suited mostly to small investors since the liquidity was limited at around US$ 150k ADV during the last [--] months. 1) As promised and after Israel stock exchange closed for weekend $ENDY.TLVavailable at IB is a small Israeli company with MC of around $36M. This idea is suited mostly to small investors since the liquidity"
X Link 2022-05-15T07:40Z [----] followers, [--] engagements

"$GIGsek Redeye updates its view on GiG post the company's Q1-results. Both the report and the start of Q2 were strong and we increase our valuation: $GIG https://t.co/JXvpvRkJbD https://t.co/nrMKxqKLbz Redeye updates its view on GiG post the company's Q1-results. Both the report and the start of Q2 were strong and we increase our valuation: $GIG https://t.co/JXvpvRkJbD https://t.co/nrMKxqKLbz"
X Link 2022-05-17T13:27Z 10.9K followers, [--] engagements

"EU Said to Clear the Way for Further Greek Debt Relief Measures - Bloomberg Greece $Epsil $Bela https://www.bloomberg.com/news/articles/2022-05-21/eu-said-to-clear-the-way-for-further-greek-debt-relief-measures https://www.bloomberg.com/news/articles/2022-05-21/eu-said-to-clear-the-way-for-further-greek-debt-relief-measures"
X Link 2022-05-22T06:18Z 10.7K followers, [--] engagements

"$GIGSEK began to move fast ๐Ÿ”ฅ https://news.cision.com/gaming-innovation-group/r/gaming-innovation-group-signs-partnership-agreement-with-tier-1-operator-in-colombiac3582196 https://news.cision.com/gaming-innovation-group/r/gaming-innovation-group-signs-partnership-agreement-with-tier-1-operator-in-colombiac3582196"
X Link 2022-06-09T06:12Z 10.8K followers, [--] engagements

"Big partner of $GIGsek published earnings today some proxy for next month I hope ๐Ÿ™"
X Link 2022-07-21T08:36Z 10.8K followers, [--] engagements

"Gaming Innovation Group signs agreement with Betsson in Colombia - GiG - Gaming Innovation Group $GIGSek https://www.gig.com/news/gaming-innovation-group-signs-agreement-with-betsson-in-colombia/ https://www.gig.com/news/gaming-innovation-group-signs-agreement-with-betsson-in-colombia/"
X Link 2022-08-02T08:36Z 10.9K followers, [--] engagements

"@amrap123 @Symmetry_Invest Very limited float dont know why to short them ๐Ÿคทโ™€ but for such low float it doesnt seems strange"
X Link 2022-09-05T15:29Z [----] followers, [--] engagements

"And than Epsil report Q2 at really taught environment and numbers are even better $Epsil remember that Q1 [----] was without singular so Q2 [----] included revenue from acquisition. No excuses just execution ๐Ÿ‘Š๐Ÿ‘Š๐Ÿ‘Š $Epsil 75% Rev growth for Q1 no more emojis needed https://t.co/sSL2qWthJy $Epsil 75% Rev growth for Q1 no more emojis needed https://t.co/sSL2qWthJy"
X Link 2022-09-20T07:31Z 10.8K followers, [--] engagements

"$Meta optionality ๐Ÿ˜‰"
X Link 2022-09-26T15:26Z [----] followers, [--] engagements

"$Epsil another huge SAAS program in addition to Epsilon Smart good answer for all people asked where the growth will come from after Epsilon smart implementation ๐Ÿ˜‰"
X Link 2022-10-10T07:18Z 10.8K followers, [--] engagements

"$Meta $Amzn $Googl $Aapl no no no $GIGsek $Shom.TLV and $Epsil ๐Ÿคฃ๐Ÿคฃ๐Ÿคฃ"
X Link 2022-10-28T10:09Z 10.7K followers, [--] engagements

"Wow $Dlekg.TLV @innerblock"
X Link 2022-11-01T14:01Z 10.7K followers, [--] engagements

"$GIGSEk on ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ"
X Link 2022-11-09T07:05Z 10.7K followers, [--] engagements

"$Epsil strategic deal National bank plans to buy a stake $Epsil another huge SAAS program in addition to Epsilon Smart good answer for all people asked where the growth will come from after Epsilon smart implementation ๐Ÿ˜‰ https://t.co/b4caQNMZ1k $Epsil another huge SAAS program in addition to Epsilon Smart good answer for all people asked where the growth will come from after Epsilon smart implementation ๐Ÿ˜‰ https://t.co/b4caQNMZ1k"
X Link 2022-11-14T09:44Z 10.8K followers, [--] engagements

"Based on Bloomberg NBG will buy at first stage 7.5% of $Epsil at [---] 25% upside relative for yesterday close $Epsil strategic deal National bank plans to buy a stake https://t.co/HpBD974Jg5 $Epsil strategic deal National bank plans to buy a stake https://t.co/HpBD974Jg5"
X Link 2022-11-16T09:17Z 10.8K followers, [--] engagements

"$Epsil who is selling at those prices Big strategic partner who will bring customers agreed to pay a 30% premium to buy minority stake I never saw such situation. It 30% premium not 10% discount yes ๐Ÿคทโ™€ it simply ridiculous that shares not respond but let see few days Based on Bloomberg NBG will buy at first stage 7.5% of $Epsil at [---] 25% upside relative for yesterday close https://t.co/c6vPWsJTMo Based on Bloomberg NBG will buy at first stage 7.5% of $Epsil at [---] 25% upside relative for yesterday close https://t.co/c6vPWsJTMo"
X Link 2022-11-16T13:19Z 10.8K followers, [--] engagements

"Very interesting interpretation $Epsil let see how it will develops 1/ Epsilon Net is a Greek software company that is under the radar from most investors. $EPSIL has [-------] customers who use thre services such as accounting fintech business software etc. They are growing very fast and the stock went up like this https://t.co/Tt3lFvoCJ0 1/ Epsilon Net is a Greek software company that is under the radar from most investors. $EPSIL has [-------] customers who use thre services such as accounting fintech business software etc. They are growing very fast and the stock went up like this"
X Link 2022-11-21T11:12Z 10.8K followers, [--] engagements

"$Epsil ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ Finally the Group's management following the significant increase of the financial figures for the nine months emphatically confirms its estimate for an increase of + 50% in the Group's annual revenue for [----] compared to [----] and reaching an EBITDA margin of 30%"
X Link 2022-11-22T08:18Z 10.7K followers, [--] engagements

"$Epsil at all time high. $A4L close to all time high. I plan to release new European idea in following weeks I think the idea very encouraging It appreciated a lot in recent weeks but still very cheap. Zero mentions at financial media like &Twitter and fantastic management ๐Ÿ‘Š๐Ÿ‘Š"
X Link 2023-02-25T10:13Z 10.8K followers, 12.5K engagements

"$Epsil [----] nice to see company deliver nicely above Ebitda&Net targets at such difficult year. ๐Ÿ‘๐Ÿ‘"
X Link 2023-03-07T08:39Z 10.7K followers, [--] engagements

"I am sure that after those events we will be even stronger as Nation๐Ÿคž๐Ÿป๐Ÿคž๐Ÿป Time to find good investments at Israel ๐Ÿ˜‰๐Ÿ˜‰๐Ÿ˜‰"
X Link 2023-03-27T13:05Z 10.7K followers, [----] engagements

"$GIGsek ๐Ÿ‘๐Ÿ‘ added a lot recently to this position since a lot of positive developments while shares went down Palasino added to the growing numbers of quality customers :) https://t.co/JsCnJQZrpe Palasino added to the growing numbers of quality customers :) https://t.co/JsCnJQZrpe"
X Link 2023-04-11T06:42Z 10.8K followers, [----] engagements

"Very good analyst day today. $Epsil It simply a billions $ company in few years Management was on ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ Results very strong Revenue from NBG expected already at [----] ๐Ÿคฏ Revenue per customer increase at Digital invoice Digital attendance expected this year and already on ๐Ÿ”ฅ๐Ÿ”ฅ I promised to prepare short thread ๐Ÿงต about my visit of $Epsil few weeks ago and how I see the future. I visited Epsilon Net (EPSIL) in Greece a few weeks ago. We had the pleasure to visit the Thessaloniki offices in a very nice location @Assaf_Nathan @pbcinc I promised to prepare short thread ๐Ÿงต about my visit of $Epsil"
X Link 2023-04-20T17:22Z 10.8K followers, 13.5K engagements

"If someone will explain me why shares down I will be grateful ๐Ÿ˜€ Platforms business grew 50% organically and finally we see some numbers coming from it $Gigsek GIG continues to deliver. $GIGSEK https://t.co/btQxJmkncB GIG continues to deliver. $GIGSEK https://t.co/btQxJmkncB"
X Link 2023-05-04T07:15Z 10.8K followers, [----] engagements

"Just quick reminder that $Gigsek can surprise you on earnings reaction ๐Ÿ˜€ But at time prospective shares almost doubled since this tweet. I think it will double again from here within 1-2 years ๐Ÿ‘Œ๐Ÿ‘Œ One of our main conviction positions $GIGSEK is complete nonsense due to technical sell by one of institutions we had such situation at few other names and it will fly once force seller will finish to sell - I hope we will see 30Kr by year end ๐Ÿ˜€ $GIGSEK is complete nonsense due to technical sell by one of institutions we had such situation at few other names and it will fly once force seller will"
X Link 2023-05-04T17:12Z 10.8K followers, [----] engagements

"# $ENDY [--] [---] $ 41"
X Link 2023-05-24T15:19Z [----] followers, [--] engagements

"You have $NVDA we have $Epsil ๐Ÿฅน๐Ÿฅน๐Ÿฅน The Group's goal is to further expand the broad acceptance of its product and service portfolio and achieve significant growth in Turnover and customer base through organic growth and new acquisitions planned for 2023"
X Link 2023-05-30T07:12Z 10.8K followers, 23.8K engagements

"Interesting special situation at $Taro Sun trying to squeeze minority at 38$ - the interesting fact that $Taro have approximately 37$ of cash&cash_e on BS and earning like 2$ adjusted. Shares trades higher than the offer price. What experts can add @puppyeh1 @AmadeusValue"
X Link 2023-06-05T19:16Z [----] followers, [----] engagements

"$Gigsek Juroszek buying every day"
X Link 2023-06-16T14:54Z 10.7K followers, [----] engagements

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creator/x::SharogradskyM
/creator/x::SharogradskyM