# ![@StefanThelenius Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::815895824.png) @StefanThelenius Stefan Thelenius

Stefan Thelenius posts on X about att, $nvda, som, $tsm the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::815895824/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::815895824/c:line/m:interactions.svg)

- [--] Week [------] +14,527%
- [--] Month [------] +108%
- [--] Months [-------] +167%
- [--] Year [-------] +5.30%

### Mentions: [--] [#](/creator/twitter::815895824/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::815895824/c:line/m:posts_active.svg)

- [--] Week [--] +333%
- [--] Month [--] +267%
- [--] Months [--] +445%
- [--] Year [--] -51%

### Followers: [------] [#](/creator/twitter::815895824/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::815895824/c:line/m:followers.svg)

- [--] Week [------] +0.07%
- [--] Month [------] +0.44%
- [--] Months [------] +3.90%
- [--] Year [------] +4%

### CreatorRank: [---------] [#](/creator/twitter::815895824/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::815895824/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[att](/topic/att) #2680, [$nvda](/topic/$nvda), [som](/topic/som), [$tsm](/topic/$tsm), [asml](/topic/asml), [nvda](/topic/nvda), [dock](/topic/dock), [$msft](/topic/$msft), [microsoft](/topic/microsoft), [$ma](/topic/$ma)

**Top accounts mentioned or mentioned by**
[@investeraren](/creator/undefined) [@ftrinvestors](/creator/undefined) [@investinassets](/creator/undefined) [@qualitystocksa](/creator/undefined) [@ifbpodcast](/creator/undefined) [@7lukehallard](/creator/undefined) [@fromvalue](/creator/undefined) [@quartrapp](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@borspodden](/creator/undefined) [@fisk63](/creator/undefined) [@rotebroelvis](/creator/undefined) [@kavastu](/creator/undefined) [@nordnetara](/creator/undefined) [@karllans](/creator/undefined) [@brianstoffel](/creator/undefined) [@stockinf0](/creator/undefined) [@simpleinvest01](/creator/undefined) [@pcgh](/creator/undefined) [@investacus](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Microsoft Corp. (MSFT)](/topic/$msft) [Mastercard, Inc. (MA)](/topic/$ma) [Ferrari N.V. (RACE)](/topic/$race) [Medpace Holdings, Inc. Common Stock (MEDP)](/topic/$medp) [Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike) [MercadoLibre Inc (MELI)](/topic/$meli) [Apple, Inc. (AAPL)](/topic/$aapl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Qualys, Inc. Common Stock (QLYS)](/topic/$qlys) [PDX Coin (PDX)](/topic/$pdx) [Zoetis Inc (ZTS)](/topic/$zts) [retard to retired (R/R)](/topic/$rr) [Cullen/Frost Bankers, Inc. (CFR)](/topic/$cfr) [ThunderCore (TT)](/topic/$tt) [Sociedad Quimica y Minera de Chile SA (SQM)](/topic/$sqm) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Fortinet Inc (FTNT)](/topic/fortinet) [Toyota Motor Corporation (TM)](/topic/toyota) [Match Group Inc (MTCH)](/topic/$mtch) [Adobe, Inc. (ADBE)](/topic/$adbe) [IDEXX Laboratories, Inc. (IDXX)](/topic/$idxx) [Novo-Nordisk (NVO)](/topic/$nvo) [Axcelis Technologies Inc (ACLS)](/topic/$acls) [Tesla, Inc. (TSLA)](/topic/tesla) [Pegasystems Inc (PEGA)](/topic/$pega) [Cencora, Inc. (COR)](/topic/cencora)
### Top Social Posts
Top posts by engagements in the last [--] hours

"#moonshot i portfljen fr [----] $MELI $ANDR"  
[X Link](https://x.com/StefanThelenius/status/2006805779144388871)  2026-01-01T19:12Z 15K followers, [----] engagements


"@PIK_Invest upplever Twilio som ngt mer innovativa men Sinch r nog inte s dumt case heller"  
[X Link](https://x.com/StefanThelenius/status/1315278332532056064)  2020-10-11T13:09Z 14.9K followers, [--] engagements


"z2036 $FVRR Q4/FY2020 #finanstwitter https://s23.q4cdn.com/749308338/files/doc_financials/2020/q4/Fiverr-2020-Q4-Shareholder-Letter_FINAL.pdf https://s23.q4cdn.com/749308338/files/doc_financials/2020/q4/Fiverr-2020-Q4-Shareholder-Letter_FINAL.pdf"  
[X Link](https://x.com/StefanThelenius/status/1362302582664871936)  2021-02-18T07:27Z 14.7K followers, [--] engagements


"$SECARE :-) disclaimer: https://z2036.blogspot.com/p/my-growth.htmlsheet=1SzAxtqNSmlUWWk4tolQ7xpR7OpBFSFt8I5TKdHGFRxA&sheetname=Global+Multi+Strategy&m=0 https://storage.mfn.se/6a8e7e42-7ca2-4b0c-a6cf-10aacb2a677f/swedencare-interim-report-q1-2021-a4.pdf https://z2036.blogspot.com/p/my-growth.htmlsheet=1SzAxtqNSmlUWWk4tolQ7xpR7OpBFSFt8I5TKdHGFRxA&sheetname=Global+Multi+Strategy&m=0 https://storage.mfn.se/6a8e7e42-7ca2-4b0c-a6cf-10aacb2a677f/swedencare-interim-report-q1-2021-a4.pdf"  
[X Link](https://x.com/StefanThelenius/status/1387651706041864193)  2021-04-29T06:15Z 14.6K followers, [--] engagements


"Long #dogs $SECARE $ZTS 🐩😁 https://z2036.blogspot.com/2018/10/swedencare-bet-pa-hygieniskt-bett.html Husdjuren hungrar frsljningen kar med [---] procent https://t.co/KPu75AaJG1 #ehandel https://t.co/LyLwvQ91xQ https://z2036.blogspot.com/2018/10/swedencare-bet-pa-hygieniskt-bett.html Husdjuren hungrar frsljningen kar med [---] procent https://t.co/KPu75AaJG1 #ehandel https://t.co/LyLwvQ91xQ"  
[X Link](https://x.com/StefanThelenius/status/1478341459459944448)  2022-01-04T12:24Z 14.9K followers, [--] engagements


"Giganten Novo Nordisk $NOVO har fortsatt fint momentum - jag behller https://www.novonordisk.com/news-and-media/news-and-ir-materials/news-details.htmlid=166100 https://www.novonordisk.com/news-and-media/news-and-ir-materials/news-details.htmlid=166100"  
[X Link](https://x.com/StefanThelenius/status/1654063064474370050)  2023-05-04T09:59Z 14.8K followers, [----] engagements


"z2036 Halvrsrapport - peak AI #finanstwitter #pratapengar https://z2036.blogspot.com/2023/07/halvarsrapport-2023-peak-ai.html https://z2036.blogspot.com/2023/07/halvarsrapport-2023-peak-ai.html"  
[X Link](https://x.com/StefanThelenius/status/1675050328713043970)  2023-07-01T07:54Z 14.6K followers, 72.8K engagements


"🧵 Q3:or Global Multi Strategy - https://z2036.blogspot.com/p/myportfolio.htmlsheet=1SzAxtqNSmlUWWk4tolQ7xpR7OpBFSFt8I5TKdHGFRxA&sheetname=Global+Multi+Strategy&m=0 Imorgon startar rapportssongen fr mina bolags Q3:or frst ut finska Admicom - blir extra kul denna gng nr man numera r utrustad med Quartr Core :) https://t.co/3vEfYZ2PQ8 https://t.co/vM6t1pO9xd https://z2036.blogspot.com/p/myportfolio.htmlsheet=1SzAxtqNSmlUWWk4tolQ7xpR7OpBFSFt8I5TKdHGFRxA&sheetname=Global+Multi+Strategy&m=0 Imorgon startar rapportssongen fr mina bolags Q3:or frst ut finska Admicom - blir extra kul denna gng nr man"  
[X Link](https://x.com/StefanThelenius/status/1709822362613322136)  2023-10-05T06:46Z 14.6K followers, 104.3K engagements


"$NICE rapport Lutar t att ka"  
[X Link](https://x.com/StefanThelenius/status/1725131041805906120)  2023-11-16T12:37Z 14.9K followers, [----] engagements


"z2036 Positiv brsvecka fr Global Multi Strategy +247% YTD +118% CAGR sen [----] #finanstwittter #pratapengar https://z2036.blogspot.com/p/myportfolio.htmlsheet=1SzAxtqNSmlUWWk4tolQ7xpR7OpBFSFt8I5TKdHGFRxA&sheetname=Global+Multi+Strategy&m=0 https://z2036.blogspot.com/p/myportfolio.htmlsheet=1SzAxtqNSmlUWWk4tolQ7xpR7OpBFSFt8I5TKdHGFRxA&sheetname=Global+Multi+Strategy&m=0"  
[X Link](https://x.com/StefanThelenius/status/1733394844725174743)  2023-12-09T07:55Z 14.6K followers, [----] engagements


"z2036 Global Multi Strategy p plus fr ret efter seg inledning +25% YTD (+206% ttm) +119% CAGR sen [----] #finanstwitter #pratapengar https://z2036.blogspot.com/p/myportfolio.htmlsheet=1SzAxtqNSmlUWWk4tolQ7xpR7OpBFSFt8I5TKdHGFRxA&sheetname=Global+Multi+Strategy&m=0 https://z2036.blogspot.com/p/myportfolio.htmlsheet=1SzAxtqNSmlUWWk4tolQ7xpR7OpBFSFt8I5TKdHGFRxA&sheetname=Global+Multi+Strategy&m=0"  
[X Link](https://x.com/StefanThelenius/status/1746083848067142036)  2024-01-13T08:16Z 14.9K followers, [----] engagements


"Ser spontant fint ut frn $GAW :)"  
[X Link](https://x.com/StefanThelenius/status/1879075059530383543)  2025-01-14T07:56Z 14.7K followers, [----] engagements


"z2036 Constellation Software - M&A Champion #finanstwitter $CSU https://z2036.blogspot.com/2025/09/case-constellation-software-m-champion.html https://z2036.blogspot.com/2025/09/case-constellation-software-m-champion.html"  
[X Link](https://x.com/StefanThelenius/status/1970904574396633506)  2025-09-24T17:34Z 14.7K followers, [----] engagements


"z2036 Kvartalsrapport Q3 - Aj Aj AI #finanstwitter #pratapengar https://z2036.blogspot.com/2025/10/kvartalsrapport-q3-2025-aj-aj-ai.html https://z2036.blogspot.com/2025/10/kvartalsrapport-q3-2025-aj-aj-ai.html"  
[X Link](https://x.com/StefanThelenius/status/1973483997415215369)  2025-10-01T20:23Z 14.6K followers, [----] engagements


"z2036 #uppesittarkvll "dyra" aktier #finanstwitter https://z2036.blogspot.com/2025/10/dyra-aktier.html https://z2036.blogspot.com/2025/10/dyra-aktier.html"  
[X Link](https://x.com/StefanThelenius/status/1981428436984897778)  2025-10-23T18:32Z 14.6K followers, [----] engagements


"@danielisdizzy $TSM"  
[X Link](https://x.com/StefanThelenius/status/1983463853561401849)  2025-10-29T09:20Z 14.6K followers, [----] engagements


"@Guster___ hller med vndning [----] med enklare comps"  
[X Link](https://x.com/StefanThelenius/status/1983801826660028527)  2025-10-30T07:43Z 14.6K followers, [--] engagements


"$RR Quality isn't just what we associate with Rolls-Royce it's the obsession that has defined its operations for over a century. From luxury cars to engines of world wars and eventually powering global aviation this British institution has lived through innovation bankruptcy and https://t.co/wh6BBF7T0d Quality isn't just what we associate with Rolls-Royce it's the obsession that has defined its operations for over a century. From luxury cars to engines of world wars and eventually powering global aviation this British institution has lived through innovation bankruptcy and"  
[X Link](https://x.com/StefanThelenius/status/1984288403647824263)  2025-10-31T15:56Z 14.6K followers, [----] engagements


"@subzero82533297 @Richard_Brase jag tog min stop p rapportdagen 😩"  
[X Link](https://x.com/StefanThelenius/status/1986902100874309898)  2025-11-07T21:02Z 14.6K followers, [----] engagements


"GPU CPU Asics $AAPL $AMD $NVDA $AVGO - $TSM disclaimer: https://z2036.blogspot.com/p/myportfolio.htmlsheet=1SzAxtqNSmlUWWk4tolQ7xpR7OpBFSFt8I5TKdHGFRxA&sheetname=Global+Multi+Strategy&m=0 TSMC is a big winner from AMDs Financial Analyst Day with more confirmed 2nm manufacturing and CoWoS-L advanced packaging wins. -AMDs 2nm Zen [--] core architecture (CPU): Ryzen Desktop CPU (Olympic Ridge) out 2H [----] Ryzen Mobile CPU for laptops (Medusa Point) out 2H [----] https://z2036.blogspot.com/p/myportfolio.htmlsheet=1SzAxtqNSmlUWWk4tolQ7xpR7OpBFSFt8I5TKdHGFRxA&sheetname=Global+Multi+Strategy&m=0 TSMC is"  
[X Link](https://x.com/StefanThelenius/status/1988496081840185604)  2025-11-12T06:36Z 14.6K followers, [----] engagements


"Ser ut som en stabil Q3:a av $GPW :)"  
[X Link](https://x.com/StefanThelenius/status/1990496332872610093)  2025-11-17T19:04Z 14.7K followers, [----] engagements


"@Fisk63 @Investacus de sitter p allt frstahandsdata s det vore sknt att slippa export av data och/eller dubbelregistrering"  
[X Link](https://x.com/StefanThelenius/status/1992959966370845113)  2025-11-24T14:14Z 14.7K followers, [---] engagements


"@Knytanders @FridaNordnet nja 30% av 455% s 1365% i skatt"  
[X Link](https://x.com/StefanThelenius/status/1993703812977324174)  2025-11-26T15:30Z 14.7K followers, [----] engagements


"@PGWahlen Medianln [--] [---] ca [--] [---] efter skatt = [---] [---] kr rsln - vl avvgd skattefrihet p [---] [---] p ISK/KF IMO"  
[X Link](https://x.com/StefanThelenius/status/1997963964836454458)  2025-12-08T09:38Z 14.8K followers, [----] engagements


"@Hertzfinkel https://z2036.blogspot.com/2025/10/case-andritz-bara-1-av-10-gillar-aktien.html https://z2036.blogspot.com/2025/10/case-andritz-bara-1-av-10-gillar-aktien.html"  
[X Link](https://x.com/StefanThelenius/status/2007168914921521358)  2026-01-02T19:15Z 15K followers, [--] engagements


"@johlarss tror den kommer ha medvind i takt med att polackerna har fr att spara mer inlgg: https://z2036.blogspot.com/2025/11/case-gpw-polsk-champion.html https://z2036.blogspot.com/2025/11/case-gpw-polsk-champion.html"  
[X Link](https://x.com/StefanThelenius/status/2014986097709723711)  2026-01-24T08:58Z 15K followers, [--] engagements


"z2036 Bra start p rapportssongen fr GMS tycker jag - grymt bra resultat frn $TSM och stabila sdana frn $GAW $CFR Sm kontanta bidrag frn $CSU $ASKER Funderar ver portfljens allokering men har ingen planerad tgrd f n Ha en bra helg allesammans #finanstwitter"  
[X Link](https://x.com/StefanThelenius/status/2012436942244270319)  2026-01-17T08:08Z 15K followers, [----] engagements


"z2036 Tuff start p ret fr GMS med -35% YTD Medvind frsvar och halvledare har bromsats av motvind mjukvara och stark krona Slt $CFR och minskat $MSFT s har ovanligt stor kassa som jag tnkte. 1/2 #finanstwitter"  
[X Link](https://x.com/StefanThelenius/status/2017518645027500254)  2026-01-31T08:41Z 15K followers, [----] engagements


"@therealpetrusko minns att Balder gjorde en "fuling" och lste in preffen strax innan utdelning och "snuvade" innehavarna p den upplupna utdelningen - frvisso tilltet enligt villkoret"  
[X Link](https://x.com/StefanThelenius/status/2020888902181990676)  2026-02-09T15:53Z 15K followers, [----] engagements


"@aktieblogg @SpAraMustafa Ser stabilt ut https://www.marketscreener.com/TOTO-LTD-6491926/type_recherche=rapide&mots=toto https://www.marketscreener.com/TOTO-LTD-6491926/type_recherche=rapide&mots=toto"  
[X Link](https://x.com/StefanThelenius/status/1249716958263676929)  2020-04-13T15:11Z 15K followers, [--] engagements


"$ISGR brjar ta fart igen frefaller vara en fin Q3:a :) disclaimer: #finanstwitter #WeAreTheRobots https://z2036.blogspot.com/p/my-growth.htmlsheet=1SzAxtqNSmlUWWk4tolQ7xpR7OpBFSFt8I5TKdHGFRxA&sheetname=Global+Multi+Strategy&m=0 https://isrg.intuitive.com/news-releases/news-release-details/intuitive-announces-third-quarter-earnings-1 https://z2036.blogspot.com/p/my-growth.htmlsheet=1SzAxtqNSmlUWWk4tolQ7xpR7OpBFSFt8I5TKdHGFRxA&sheetname=Global+Multi+Strategy&m=0 https://isrg.intuitive.com/news-releases/news-release-details/intuitive-announces-third-quarter-earnings-1"  
[X Link](https://x.com/StefanThelenius/status/1450540297344233477)  2021-10-19T19:12Z 15K followers, [--] engagements


"ett kvalitetsbolag frn jag skulle vilja ha i portfljen r Daikin r njd Stylish XRH-kund sen i fredags och ser fram emot utlovad verkningsgrad p 5x"  
[X Link](https://x.com/StefanThelenius/status/1702952719386890516)  2023-09-16T07:49Z 15K followers, [----] engagements


"z2036 Fortsatt sidledes fr GMS strax under nollan fr i r Slt $DOX och Kpt $ERII p tema vatten kat i $CWCO $DLB $RR Minskat i $AAPL $VHI Utdelning $MA $RMI $AAPL Ha en fortsatt trevlig helg allesammans :)"  
[X Link](https://x.com/StefanThelenius/status/1956616259082043565)  2025-08-16T07:17Z 15K followers, [----] engagements


"@appmakarn jag skulle tro att liknande gller i Sydkorea Kina Taiwan och Japan med - dilemma helt klart dags att lnga Vitrolife"  
[X Link](https://x.com/StefanThelenius/status/1965660894282875215)  2025-09-10T06:17Z 15K followers, [---] engagements


"z2036 Avslutning i moll p brsveckan fr GMS hller knappt nollan YTD Har terigen plockat in Andritz frn sterrike med hopp om uppvrdering och lite tillvxt ver tid Minskat i Ferrari och Richemont Flippat Verisure Ha en go helg allesammans #finanstwitter"  
[X Link](https://x.com/StefanThelenius/status/1976902172215484493)  2025-10-11T06:46Z 15K followers, [----] engagements


"Andritz $ANDR Andelen terkommande intkter kar s tycker att en uppvrdering borde kunna vara motiverad speciellt om man jmfr med peers. Dessutom nettokassa :)"  
[X Link](https://x.com/StefanThelenius/status/1976903681733017810)  2025-10-11T06:52Z 15K followers, [---] engagements


"z2036 Case: Andritz $ANDR - bara en av tio gillar aktien #finanstwitter https://z2036.blogspot.com/2025/10/case-andritz-bara-1-av-10-gillar-aktien.html https://z2036.blogspot.com/2025/10/case-andritz-bara-1-av-10-gillar-aktien.html"  
[X Link](https://x.com/StefanThelenius/status/1978483616377438695)  2025-10-15T15:30Z 15K followers, [----] engagements


"@Nybergarenn tack fr input Liknande vrdering men klart smre balansrkning ska kika vidare"  
[X Link](https://x.com/StefanThelenius/status/1978528086586003963)  2025-10-15T18:27Z 15K followers, [---] engagements


"z2036 Sidledes brsvecka fr GMS men bra start p rapportssongen d $ASML och $TSM inledde fint Skalat av Adyen Bahnhof Novo fr att ka rejlt i Andritz och minimalt i Asker Lttsam analys Andritz: Ha en bra helg allesammans #finanstwitter https://z2036.blogspot.com/2025/10/case-andritz-bara-1-av-10-gillar-aktien.html https://z2036.blogspot.com/2025/10/case-andritz-bara-1-av-10-gillar-aktien.html"  
[X Link](https://x.com/StefanThelenius/status/1979449872152403986)  2025-10-18T07:30Z 15K followers, [----] engagements


"z2036 Bra brsvecka fr GMS bttre n sparkonto YTD :) Slt ASML fantastiskt bolag men tror p bttre kursutveckling i Andritz Constellation SW och Asker (kat) Bra rapporter frn Medistim Asseco SEE Medpace Herms flatexDEGIRO Intuitive och Planisware (behll)"  
[X Link](https://x.com/StefanThelenius/status/1981995084141809900)  2025-10-25T08:03Z 15K followers, [----] engagements


"gott&blandat-rapport frn $ANDR 😒 Minskad omsttning o vinst 😊 kad orderingng och andel terkommande intkter fr se hur marknaden tar detta gissar p minus eller sidledes - jag lutar t behll d jag r fulltankad redan"  
[X Link](https://x.com/StefanThelenius/status/1983789095617757623)  2025-10-30T06:52Z 15K followers, [----] engagements


"z2036 Oktober blev en bra mnad fr GMS och slutade nra ATH med 47% YTD Slt Moncler p ljummen rapport/utsikter fr kning Andritz (klen rapport men bra utsikter) Asker (smdutt) #finanstwitter"  
[X Link](https://x.com/StefanThelenius/status/1984531935671042111)  2025-11-01T08:04Z 15K followers, [----] engagements


"@GBredvid @Spiltan @svt d kontrar jag med P/E [--] nsta r fr TSMC 😀 vissa bolag r dyrare n andra men Google och TSMC r nog prisvrda i sammanhanget AI-bolag"  
[X Link](https://x.com/StefanThelenius/status/1990075218425962930)  2025-11-16T15:11Z 15K followers, [---] engagements


"z2036 Case: $GPW - polsk champion #finanstwitter https://z2036.blogspot.com/2025/11/case-gpw-polsk-champion.html https://z2036.blogspot.com/2025/11/case-gpw-polsk-champion.html"  
[X Link](https://x.com/StefanThelenius/status/1991759260158685228)  2025-11-21T06:43Z 15K followers, [----] engagements


"@JFredHenriksson oklart om det r fynd men jag har idag kat i $V Visa $MA MasterCard"  
[X Link](https://x.com/StefanThelenius/status/1994487595209036221)  2025-11-28T19:24Z 15K followers, [----] engagements


"z2036 rskrnika [----] #finanstwitter #pratapengar https://z2036.blogspot.com/2025/12/arskronika-2025.html https://z2036.blogspot.com/2025/12/arskronika-2025.html"  
[X Link](https://x.com/StefanThelenius/status/2002290854841496063)  2025-12-20T08:11Z 15K followers, [----] engagements


"z2036 Global Multi Strategy rsresultat [----] #finanstwitter https://z2036.blogspot.com/2026/01/global-multi-strategy-arsresultat-2025.html https://z2036.blogspot.com/2026/01/global-multi-strategy-arsresultat-2025.html"  
[X Link](https://x.com/StefanThelenius/status/2006770546705678847)  2026-01-01T16:52Z 15K followers, 10.5K engagements


"bra inledning p rapportssongen fr min del $CFR vxer p bra verkar det som behller"  
[X Link](https://x.com/StefanThelenius/status/2011681477021364345)  2026-01-15T06:06Z 15K followers, [----] engagements


"z2036 Viss motvind fr GMS denna vecka under nollan YTD :( Mnadssparat $GPW.WA Godknda rapporter $KARO $ISRG #finanstwitter"  
[X Link](https://x.com/StefanThelenius/status/2014969764674711811)  2026-01-24T07:53Z 15K followers, [----] engagements


"@CJ0pp3l $SNT.WA Synektik - health care play with good growth as well as yield"  
[X Link](https://x.com/StefanThelenius/status/2016124798288461902)  2026-01-27T12:23Z 15K followers, [----] engagements


"@SuperMarius19 @Rotebroelvis japp och $GPW - avvaktar att ka i $ASE d de ocks tycks drabbas av SW-frossan"  
[X Link](https://x.com/StefanThelenius/status/2019093165030982069)  2026-02-04T16:58Z 15K followers, [---] engagements


"z2036 Fortsatt motvind fr GMS men kmpar p Slt $JDC $TT Minskat $ANDR (ljummen guidning) kat $GPW $SNT Kpt $GOOGL (AI-vinnare) Utdelning $CWCO $SNT #finanstwitter"  
[X Link](https://x.com/StefanThelenius/status/2020048647132479886)  2026-02-07T08:15Z 15K followers, [----] engagements


"$TT har varit en mycket lyckad investering men tycker att vrderingen nu r ngot hg i frhllande till frvntad tillvxt - kvalitetsbolag oavsett och kan nog kpa tillbaka vid en sttning"  
[X Link](https://x.com/StefanThelenius/status/2020427828932878627)  2026-02-08T09:21Z 15K followers, [----] engagements


"@sorozzzz @PihlOla japp ett kortare inlgg hr: https://z2036.blogspot.com/2025/11/case-gpw-polsk-champion.html https://z2036.blogspot.com/2025/11/case-gpw-polsk-champion.html"  
[X Link](https://x.com/StefanThelenius/status/2021128177230151950)  2026-02-10T07:44Z 15K followers, [--] engagements


"@lada1016 Beat and $RACE 😀"  
[X Link](https://x.com/StefanThelenius/status/2021265069468742071)  2026-02-10T16:48Z 15K followers, [---] engagements


"Testar NotebookLLM mot $SNT.WA Synektiks Q4 som r p polska - frsts svrt att dubbelkolla att den stmmer i alla detaljer men riktigt smidigt oavsett"  
[X Link](https://x.com/StefanThelenius/status/2022038951545237680)  2026-02-12T20:03Z 15K followers, [----] engagements


"En av mina tv fondportfljer jag jmfr mig mot - var likaviktad vid starten fr [--] r sen https://z2036.blogspot.com/2020/02/global-future-funds.html https://z2036.blogspot.com/2020/02/global-future-funds.html"  
[X Link](https://x.com/StefanThelenius/status/2022230133101547578)  2026-02-13T08:43Z 15K followers, [----] engagements


"@msandin1 fr min frus rkning kr jag etf:er kanske dags att skapa en etf-portflj att jmfra sig mot 😊"  
[X Link](https://x.com/StefanThelenius/status/2022569183934894386)  2026-02-14T07:10Z 15K followers, [--] engagements


"z2036 Fortsatt surt fr GMS men verlag njd med bolagens rapporter - fortstter att vinterstda portfljen Slt $QLYS Minskat $V $MA $RMS kat $GOOGL $MEDI #finanstwitter"  
[X Link](https://x.com/StefanThelenius/status/2022591513092317198)  2026-02-14T08:39Z 15K followers, [----] engagements


"@frukostojevskij hr en frsk servett fr kommande tre r FCF CAGR estimeras till ish 15% Base case"  
[X Link](https://x.com/StefanThelenius/status/2022709984660779369)  2026-02-14T16:30Z 15K followers, [--] engagements


"@Kavastu vilka r vinnarna"  
[X Link](https://x.com/StefanThelenius/status/2022737635895136590)  2026-02-14T18:20Z 15K followers, [----] engagements


"z2036 PetMed Express - We Love Our Pets #aktier #PrataPengar $PETS http://z2036.blogspot.com/2018/06/petmed-express-we-love-our-pets.html http://z2036.blogspot.com/2018/06/petmed-express-we-love-our-pets.html"  
[X Link](https://x.com/StefanThelenius/status/1012350020799074305)  2018-06-28T15:00Z 14.2K followers, [--] engagements


"z2036 Microsoft - above the clouds #aktier #PrataPengar $MSFT #dividend https://z2036.blogspot.com/2018/09/microsoft-above-clouds.html https://z2036.blogspot.com/2018/09/microsoft-above-clouds.html"  
[X Link](https://x.com/StefanThelenius/status/1039535033868935168)  2018-09-11T15:24Z 14.2K followers, [--] engagements


"z2036 Lithium - Yeah #aktier $ALB $SQM #pratapengar https://z2036.blogspot.com/2018/12/lithium-yeah.html https://z2036.blogspot.com/2018/12/lithium-yeah.html"  
[X Link](https://x.com/StefanThelenius/status/1070355870431756289)  2018-12-05T16:35Z 14.2K followers, [--] engagements


"z2036 Atlassian - time to $TEAM up #aktier #PrataPengar https://z2036.blogspot.com/2019/03/atlassian-time-to-team-up.html https://z2036.blogspot.com/2019/03/atlassian-time-to-team-up.html"  
[X Link](https://x.com/StefanThelenius/status/1103333166516002816)  2019-03-06T16:35Z 14.2K followers, [--] engagements


"Excel $MSFT https://www.microsoft.com/en-us/Investor/earnings/FY-2019-Q4/press-release-webcast https://www.microsoft.com/en-us/Investor/earnings/FY-2019-Q4/press-release-webcast"  
[X Link](https://x.com/StefanThelenius/status/1151947946067464192)  2019-07-18T20:12Z 14.2K followers, [--] engagements


"z2036 Tema: Cyber Security #aktier #pratapengar #cybersecurity $CHKP $CYBR $CYR $NICE https://z2036.blogspot.com/2019/10/tema-cyber-security.html https://z2036.blogspot.com/2019/10/tema-cyber-security.html"  
[X Link](https://x.com/StefanThelenius/status/1183274921817976833)  2019-10-13T06:55Z 14.3K followers, [--] engagements


"@maryeohlson r det i Photoshop du efterbehandlar dina fina hundbilder long $ADBE :-)"  
[X Link](https://x.com/StefanThelenius/status/1220763231762944000)  2020-01-24T17:40Z 14.3K followers, [--] engagements


"z2036 Buy quality - cry once #aktier #PrataPengar #finanstwitter $MSFT $AMZN $EA $FB $NVDA $GOOGL $NOVO $AZN https://z2036.blogspot.com/2020/04/buy-quality-cry-once.html https://z2036.blogspot.com/2020/04/buy-quality-cry-once.html"  
[X Link](https://x.com/StefanThelenius/status/1256839658518065153)  2020-05-03T06:55Z 14.2K followers, [--] engagements


"Long $SECARE $IDXX $ZTS #pets #Freya #WorldDogDay 🐩💕 #AllaHundarsDag https://z2036.blogspot.com/2019/10/tema-husdjur.html https://z2036.blogspot.com/2019/10/tema-husdjur.html"  
[X Link](https://x.com/StefanThelenius/status/1298510382915555329)  2020-08-26T06:39Z 14.2K followers, [--] engagements


"z2036 CrowdStrike(s) Again $CRWD #aktier #PrataPengar #finanstwitter https://z2036.blogspot.com/2020/09/crowdstrikes-again.html https://z2036.blogspot.com/2020/09/crowdstrikes-again.html"  
[X Link](https://x.com/StefanThelenius/status/1302479138633199617)  2020-09-06T05:30Z 14.2K followers, [--] engagements


"$CRWD 💪 https://ir.crowdstrike.com/news-releases/news-release-details/crowdstrike-reports-second-quarter-fiscal-year-2022-financial https://ir.crowdstrike.com/news-releases/news-release-details/crowdstrike-reports-second-quarter-fiscal-year-2022-financial"  
[X Link](https://x.com/StefanThelenius/status/1432797953811488768)  2021-08-31T20:10Z 14.4K followers, [--] engagements


"z2036 Positiv brsvecka fr Global Multi Strategy trots valutamotvind :) -20% YTD +109% CAGR sen [----] #finanstwitter #pratapengar https://z2036.blogspot.com/p/my-growth.htmlsheet=1SzAxtqNSmlUWWk4tolQ7xpR7OpBFSFt8I5TKdHGFRxA&sheetname=Global+Multi+Strategy&m=0 https://z2036.blogspot.com/p/my-growth.htmlsheet=1SzAxtqNSmlUWWk4tolQ7xpR7OpBFSFt8I5TKdHGFRxA&sheetname=Global+Multi+Strategy&m=0"  
[X Link](https://x.com/StefanThelenius/status/1591384039042138112)  2022-11-12T10:54Z 14.3K followers, [--] engagements


"$FTNT imponerar de med https://investor.fortinet.com/static-files/451e63be-9e73-41ad-a90b-e64490b7c645 https://investor.fortinet.com/static-files/451e63be-9e73-41ad-a90b-e64490b7c645"  
[X Link](https://x.com/StefanThelenius/status/1623074522852392960)  2023-02-07T21:41Z 14.2K followers, [----] engagements


"z2036 Is There A (Global) Future #finanstwitter #pratapengar $MELI $ABNB $EQL $PERI $PDX https://z2036.blogspot.com/2023/04/is-there-global-future.html https://z2036.blogspot.com/2023/04/is-there-global-future.html"  
[X Link](https://x.com/StefanThelenius/status/1645859156350455833)  2023-04-11T18:39Z 14.2K followers, 10.9K engagements


"z2036 Free Cash Flow (that's why investors keep comin' back) #finanstwitter #FCF #pratapengar $MSFT $ABNB $FTNT $NVO $MA https://z2036.blogspot.com/2023/05/free-cash-flow-thats-why-investors-keep.html https://z2036.blogspot.com/2023/05/free-cash-flow-thats-why-investors-keep.html"  
[X Link](https://x.com/StefanThelenius/status/1655654329699672064)  2023-05-08T19:22Z 14.2K followers, 14.4K engagements


"Consolidated Water $CWCO har bra flyt f n - finfin tillvxt och det ser lovande ut framt enligt ledningen Jag behller och kar eventuellt p dippar https://ir.cwco.com/corporate/press-releases/news-details/2023/Consolidated-Water-Reports-First-Quarter-2023-Revenue-up-68-to-32.9-Million-Driving-Net-Income-of-3.8-Million-or-0.24-per-Share/default.aspx https://ir.cwco.com/corporate/press-releases/news-details/2023/Consolidated-Water-Reports-First-Quarter-2023-Revenue-up-68-to-32.9-Million-Driving-Net-Income-of-3.8-Million-or-0.24-per-Share/default.aspx"  
[X Link](https://x.com/StefanThelenius/status/1658416752102080512)  2023-05-16T10:19Z 14.3K followers, [----] engagements


"Genovis $GENO vxer p rejlt - bra start p ret Jag behller och kan tnka mig att ka p dippar https://mb.cision.com/Main/1712/3767153/2061979.pdf https://mb.cision.com/Main/1712/3767153/2061979.pdf"  
[X Link](https://x.com/StefanThelenius/status/1658422335584579589)  2023-05-16T10:41Z 14.3K followers, [----] engagements


"@InvestInAssets $MSFT"  
[X Link](https://x.com/StefanThelenius/status/1660385743200501762)  2023-05-21T20:43Z 14.2K followers, [----] engagements


"Nvidia $NVDA levererar en grym beat-and-raise Vxer bra QoQ och fortstter eps att vxa bra s kanske vrderingen sjunker frn "sinnes" till "galen" :) Jag har skalat under hela ret och behller min nuvarande andel"  
[X Link](https://x.com/StefanThelenius/status/1661592395438252034)  2023-05-25T04:37Z 13.6K followers, [--] engagements


"under veckan har ag mnadssparat lite i Admicom samt fortsatt skalat i Nvidia $NVDA - aktien r som en badboll och letar sig uppt i portfljen trots nedskalningar r inte bekvm med vrderingen men vill ha viss exponering"  
[X Link](https://x.com/StefanThelenius/status/1662358061430849536)  2023-05-27T07:20Z 13.7K followers, [--] engagements


"@InvestInAssets I'm long $MSFT since [----] 31% CAGR including fx tailwind :) (in swedish) https://z2036.blogspot.com/2022/09/microsoft-totalavkastning-excellent.htmlm=0 https://z2036.blogspot.com/2022/09/microsoft-totalavkastning-excellent.htmlm=0"  
[X Link](https://x.com/StefanThelenius/status/1662370240783609857)  2023-05-27T08:08Z 14.2K followers, [----] engagements


"z2036 Special Situation: Activision Blizzard $ATVI #finanstwitter #pratapengar https://z2036.blogspot.com/2023/06/special-situation-activision-blizzard.html https://z2036.blogspot.com/2023/06/special-situation-activision-blizzard.html"  
[X Link](https://x.com/StefanThelenius/status/1664641622888394752)  2023-06-02T14:34Z 14.1K followers, [----] engagements


"kat Adobe Ferrari HDFC UnitedHealth Kpt Activision Blizzard som en Special Situation"  
[X Link](https://x.com/StefanThelenius/status/1664891042762563584)  2023-06-03T07:05Z 13.6K followers, [--] engagements


"@BritBiggelaar r inte s ofta jag omallokerar aktivt men senaste mnaden har mnga tech-bolag sprungit ifrn vrdering/tillvxtutsikter samt handlas nr ATH s drav lite omviktning mot "defensiva" case som $RACE $UNH $HDB :)"  
[X Link](https://x.com/StefanThelenius/status/1664901803819843584)  2023-06-03T07:48Z 14.2K followers, [--] engagements


"@Investormindse1 ja mycket inprisat avseende frtjnster med AI - drav att jag skalat av $MSFT $NVDA bland andra"  
[X Link](https://x.com/StefanThelenius/status/1664911302131691521)  2023-06-03T08:26Z 13.7K followers, [--] engagements


"@SparGeneralen blir ca 34% rlig priskning sannolikt ngt mer n inflationen men inte s farligt nd Lr komma mer konkurrens om marginaler r fr hga"  
[X Link](https://x.com/StefanThelenius/status/1673405967138975775)  2023-06-26T19:00Z 13.7K followers, [--] engagements


"Halvrsskiftet nrmar sig.passade p att byta lite $REGN mot $ADBE idag - so far so good :) #finanstwitter #pratapengar"  
[X Link](https://x.com/StefanThelenius/status/1674152639569838084)  2023-06-28T20:27Z 13.6K followers, [--] engagements


"@CCStockman jag rknar enligt prognosstandard som antar 65% rlig avkastning nominellt 25% slr och 2% inflation p kortare sikt s kan allt hnda och en mix av alla tre alternativen r nog inte s dumt om du har en bestmd vy om vad marknaden r p vg"  
[X Link](https://x.com/StefanThelenius/status/1674672956927033344)  2023-06-30T06:55Z 13.7K followers, [--] engagements


"Arbets-/investerarplats uppgraderad med extra skrm - ska pimpa lite till innan jag visar helheten btw - trevligt att $ATVI rr p sig 😀"  
[X Link](https://x.com/StefanThelenius/status/1678801631868010496)  2023-07-11T16:21Z 14.1K followers, [--] engagements


"Robotkirurgibolaget Intuitive $ISRG vxer p fint frefaller det som - jag behller #finanstwitter #pratapengar"  
[X Link](https://x.com/StefanThelenius/status/1682288440077852672)  2023-07-21T07:16Z 14.3K followers, [--] engagements


"Aprop fritt kassaflde gillar Games Workshop $GAW fokus p att "inte frstra" fr aktiegarna - vrderingen ngot hg f n men jag behller oavsett #finanstwitter #pratapengar"  
[X Link](https://x.com/StefanThelenius/status/1684465882024611841)  2023-07-27T07:28Z 13.7K followers, [----] engagements


""Lyxkungen" LVMH $MOH fortstter att imponera med kad frsljning svl som vinst - jag behller #finanstwitter #pratapengar"  
[X Link](https://x.com/StefanThelenius/status/1684466909792669696)  2023-07-27T07:33Z 13.7K followers, [----] engagements


"Toppinnehavet (och mitt ldsta) fortstter att imponera - de nya AI-tjnsterna blir spnnande att se hur de pverkar frsljningen framver - behller #finanstwitter #pratapengar"  
[X Link](https://x.com/StefanThelenius/status/1684468387869511680)  2023-07-27T07:38Z 13.6K followers, [----] engagements


"Paradox $PDX levererar en rkare till rapport Jag kan tnka mig att ka p rekyler #finanstwitter #pratapengar"  
[X Link](https://x.com/StefanThelenius/status/1684469542334889984)  2023-07-27T07:43Z 13.6K followers, [----] engagements


"I princip en flat mnad fr Global Multi Strategy - minskat i $ENPH kat i $CWCO +278% YTD +129% CAGR sen [----] #finanstwitter #pratapengar"  
[X Link](https://x.com/StefanThelenius/status/1686129848891146241)  2023-07-31T21:40Z 13.6K followers, [--] engagements


"Beat and raise fr Perion $PERI - jag har kat precis d jag gillar kombon marginalexpansion till rimlig vrdering :) https://wp-cdn.perion.com/wp-content/uploads/2023/08/02132134/Perion-Earnings-Q2-2023-VF-080223-WS.pdf https://wp-cdn.perion.com/wp-content/uploads/2023/08/02132134/Perion-Earnings-Q2-2023-VF-080223-WS.pdf"  
[X Link](https://x.com/StefanThelenius/status/1686741251859591168)  2023-08-02T14:10Z 14.1K followers, [---] engagements


"ven Trane Technologies $TT kr p beat and raise - behller d det redan r ett topp 15-innehav vrmepumpar t folket :)"  
[X Link](https://x.com/StefanThelenius/status/1686742038400643077)  2023-08-02T14:13Z 13.7K followers, [--] engagements


"Airbnb $ABNB tuffar p och levererar grym FCF Jag har minskat infr rapporten och lutar nu t behll alt. liten hyvling till d jag gissar att [----] kan bli ett tufft r"  
[X Link](https://x.com/anyuser/status/1687197370398978048)  2023-08-03T20:22Z [--] followers, [--] engagements


"Fortinet $FTNT vxer p men marknaden frefaller vara besviken d aktien faller brant i AH - tycker att kassafldet och tillvxten r helt ok och kan tnka mig att ka om den dippar rejlt"  
[X Link](https://x.com/StefanThelenius/status/1687199888801779713)  2023-08-03T20:32Z 13.6K followers, [--] engagements


"@10_till_10 lter bra jag ger $TT i genren och de har ven ett brett erbjudande utver vrmepumpar handlas till FCF Yield nra 4% FY2023 (jmf Nibe 3% FY2024)"  
[X Link](https://x.com/StefanThelenius/status/1688636501830021120)  2023-08-07T19:41Z 13.7K followers, [--] engagements


"z2036 Trane Technologies $TT - Irish Thermo King #finanstwitter #pratapengar #case https://z2036.blogspot.com/2023/08/trane-technologies-irish-thermo-king.html https://z2036.blogspot.com/2023/08/trane-technologies-irish-thermo-king.html"  
[X Link](https://x.com/StefanThelenius/status/1690957328533647360)  2023-08-14T05:23Z 14.4K followers, [----] engagements


"EQL Pharma vxer p bra men jag gillar inte det negativa kassafldet - upp till bevis nsta kvartal annars brjar kassan bli i minsta laget IMO - tur att budet inte gick igenom jag behller d jag r positiv p sikt - kade s sent som igr"  
[X Link](https://x.com/StefanThelenius/status/1691849096494023052)  2023-08-16T16:27Z 13.7K followers, [----] engagements


"Sociedad Qumica y Minera de Chile $SQM tappar intkter och vinst - i huvudsak pga lgre spotpriser p Lithium om jag frstr det lutar t behll d vrderingen r sansad p lngre sikt tror jag https://s25.q4cdn.com/757756353/files/doc_financials/2023/q2/2Q2023_ResultsPresentation_16Aug2023_Final.pdf https://s25.q4cdn.com/757756353/files/doc_financials/2023/q2/2Q2023_ResultsPresentation_16Aug2023_Final.pdf"  
[X Link](https://x.com/StefanThelenius/status/1692135291924914248)  2023-08-17T11:24Z 14.3K followers, [----] engagements


"nnu en rkare frn Nvidia $NVDA Jag behller :)"  
[X Link](https://x.com/StefanThelenius/status/1694450230555488264)  2023-08-23T20:43Z 13.7K followers, [----] engagements


"Genovis $GENO tuffar p frefaller det som grym tillvxt p eps iaf :) jag behller https://mb.cision.com/Main/1712/3820552/2247304.pdf https://mb.cision.com/Main/1712/3820552/2247304.pdf"  
[X Link](https://x.com/StefanThelenius/status/1694624528901591430)  2023-08-24T08:15Z 14.3K followers, [----] engagements


"CrowdStrike $CRWD imponerar kring kassaflde men deras SBC knns mer osklig n ngonsin 20% av omsttningen Gillar bolaget men ska fundera om jag ska minska positionen ytterligare"  
[X Link](https://x.com/StefanThelenius/status/1697199494725517399)  2023-08-31T10:47Z 13.6K followers, [---] engagements


"Veeva $VEEV p liknande tema - fint kassaflde men hg andel SBC fr fundera ven hr ett varv till"  
[X Link](https://x.com/StefanThelenius/status/1697201211533869152)  2023-08-31T10:54Z 13.7K followers, [--] engagements


"@Quality_stocksA Ferrari $RACE - very expensive but for a reason IMO"  
[X Link](https://x.com/StefanThelenius/status/1700959268550152534)  2023-09-10T19:47Z 13.6K followers, [--] engagements


"@Quality_stocksA $MSFT $PDX $NVDA $AAPL and in the boardgame genre $GAW can you elaborate on your valuation score"  
[X Link](https://x.com/StefanThelenius/status/1701481627371634807)  2023-09-12T06:23Z 13.6K followers, [---] engagements


"@aktiechaffisen Games Workshop hjde jmf med samma tidpunkt frra ret 😀 Annars ser jag fram emot $MSFT som lr hja 10% p tisdag"  
[X Link](https://x.com/StefanThelenius/status/1703297282941091880)  2023-09-17T06:38Z 13.7K followers, [--] engagements


"Karooooo $KARO vxer p fintfint med fortsatt bra lnsamhet - jag behller och kan tnka mig att ka om tillflle ges aktien handlas med stor spread och lg omsttning s det kan lna sig att "skambuda" p kpsidan"  
[X Link](https://x.com/StefanThelenius/status/1712692617450848368)  2023-10-13T04:51Z 13.6K followers, [----] engagements


"UnitedHealth $UNH slr till med en "beat-and-raise" frefaller det som - jag funderar p att ka d FCF Yield norr om 7% knns som sansad vrdering givet tillvxten"  
[X Link](https://x.com/StefanThelenius/status/1712787684492501355)  2023-10-13T11:09Z 13.6K followers, [----] engagements


"TSMC $TSM har svra jmfrelsetal YoY men QoQ ser i alla fall bra ut Behller sannolikt"  
[X Link](https://x.com/StefanThelenius/status/1715354923901092089)  2023-10-20T13:10Z 13.6K followers, [---] engagements


"Robotkirurgibolaget Intuitive $ISRG "opererar" p bra - marknaden gr tummen ner men jag behller sannolikt oavsett"  
[X Link](https://x.com/StefanThelenius/status/1715356113665761726)  2023-10-20T13:15Z 13.6K followers, [----] engagements


"@Pappakeno1 - generiska lkemedel $EQL"  
[X Link](https://x.com/StefanThelenius/status/1716430936357613926)  2023-10-23T12:26Z 14.8K followers, [----] engagements


"MasterCard $MA fortstter vxa p bra frefaller det som - behller med stor sannolikhet"  
[X Link](https://x.com/StefanThelenius/status/1717517894337052777)  2023-10-26T12:25Z 13.6K followers, [----] engagements


"Paradox $PDX tappade lite i kvartalet men marginalen p R12 r ganska ok iaf - behller sannolikt"  
[X Link](https://x.com/StefanThelenius/status/1717542599806849311)  2023-10-26T14:04Z 13.6K followers, [----] engagements


"Tyvrr kortslutning fr Enphase $ENPH - minskar till bevakningspost eller sljer allt"  
[X Link](https://x.com/StefanThelenius/status/1717872801409876345)  2023-10-27T11:56Z 13.6K followers, [----] engagements


"@Investeraren @Alan_Skywaker @swenix_ @TapirenNet bra dr Oavsett tycker jag FCF r svagt s jag passar - har $TT istllet"  
[X Link](https://x.com/StefanThelenius/status/1719340170296586436)  2023-10-31T13:06Z 13.6K followers, [----] engagements


"@PatronerOla @Coffee_Trading @Quartr_App Epsilon finns 😀"  
[X Link](https://x.com/StefanThelenius/status/1719633219685933153)  2023-11-01T08:31Z 13.6K followers, [---] engagements


"Spnnande rapport frn Perion $PERI - kul med ny AI-feature + handlas till FCF Yield runt 20% + vxer p bra och diversifierat - hg andel SBC och utspdning landar i behll d marknaden vet ngt jag missat med tanke p vrdering - skulle grna se terkp"  
[X Link](https://x.com/StefanThelenius/status/1719703877761552692)  2023-11-01T13:12Z 13.6K followers, [----] engagements


"Beat-n-raise frn Trane $TT - frvnansvrt starkt p de flesta hll dock minskat lite infr rapport men behller nog resten tills vidare #SlngDejiVggenNibe"  
[X Link](https://x.com/StefanThelenius/status/1719704805529018740)  2023-11-01T13:15Z 13.6K followers, [----] engagements


"Airbnb $ABNB tuffar p grym FCF och vettigt med terkp - lutar t behll gissar att [----] blir tufft men FCF Yield p 6% r helt ok vrdering IMO"  
[X Link](https://x.com/StefanThelenius/status/1719811315307332070)  2023-11-01T20:19Z 13.6K followers, [----] engagements


"MercadoLibre "Monstret" $MELI imponerar Ser spontant bra ut p alla punkter - lutar t behll eller ka"  
[X Link](https://x.com/StefanThelenius/status/1719821154381131840)  2023-11-01T20:58Z 13.6K followers, [----] engagements


"Ferrari $RACE frefaller hlla farten uppe - behller trots hg vrdering"  
[X Link](https://x.com/StefanThelenius/status/1720050841501978936)  2023-11-02T12:10Z 13.6K followers, [----] engagements


"Inget regn hos $REGN Regeneron - ett defensivt innehav fr min del och behller sannolikt gillar terkpen"  
[X Link](https://x.com/StefanThelenius/status/1720058790102393162)  2023-11-02T12:42Z 13.6K followers, [----] engagements


"blev ka med 50% Balansrkningen r nu som jag vill ha den dvs nettokassa och finfin FCF ovanp det - givet innehav i topp [--] IMO ser fram emot @Matematikern3 kommentar kring rapporten :)"  
[X Link](https://x.com/StefanThelenius/status/1720129723873775867)  2023-11-02T17:24Z 13.6K followers, [----] engagements


"Fortinet $FTNT vxer i mer sansad takt vilket fr marknaden att sura FCF r fortsatt finfint s jag kan nd tycka att vrderingen r ok - behller sannolikt"  
[X Link](https://x.com/StefanThelenius/status/1720181155192872969)  2023-11-02T20:48Z 13.6K followers, [---] engagements


"@aktiesamlarn blir en mix av av detta men knappast ngn strre hjning av utdelningen givet flat tillvxt"  
[X Link](https://x.com/StefanThelenius/status/1720310551283126341)  2023-11-03T05:22Z 13.6K followers, [--] engagements


"@aktieaspirant tror marknaden frmst r orolig fr att Fortinet ska tappa frsljning till konkurrenter - vrderas till ca 6% FCF Yield s ven vid mttlig tillvxt [----] s knns det inte dyrt jag har dock minskat lite d bolaget numera platsar i mitten av portfljen givet business momentum"  
[X Link](https://x.com/StefanThelenius/status/1720483010124910746)  2023-11-03T16:48Z 13.6K followers, [--] engagements


"z2036 Gott & blandad brsvecka fr Global Multi Strategy - kronfrstrkningen bromsade en del +193% YTD +113% CAGR sen 2017"  
[X Link](https://x.com/StefanThelenius/status/1720741386020909262)  2023-11-04T09:54Z 13.7K followers, [----] engagements


"Kpt och slt Andritz kom fram till att den inte passar i portfljen nd kat $MELI (grym rapport) $MEDP (skalar upp frn bevakningspost) $ACLS ( " - " ) Minskat $FTNT (min conviction vacklar) $TT (skalat) $CWCO (skalat)"  
[X Link](https://x.com/StefanThelenius/status/1720743361508766112)  2023-11-04T10:02Z 13.6K followers, [----] engagements


"Doximity $DOCS verraskar marknaden frefaller det som men kassafldet imponerar inte - har en bevakningspost och kanske behller ska lyssna p cc och bestmma sen lite kul nd med en chatGPT inom hlsa :)"  
[X Link](https://x.com/StefanThelenius/status/1722855798785581273)  2023-11-10T05:56Z 14.3K followers, [----] engagements


"z2036 Fin brsvecka fr Global Multi Strategy jag har omallokerat lite enligt pilar nedan +223% YTD +116% CAGR sen [----] #finanstwitter #pratapengar"  
[X Link](https://x.com/StefanThelenius/status/1723258600271818763)  2023-11-11T08:37Z 13.7K followers, [----] engagements


"kat Constellation Software (finfin FCF i Q3) MercadoLibre ("billigt" p FCF Yield) Medpace (" - ") UnitedHealth (" - ") Qualys Minskat Fortinet (minskar p svaghet) Consolidated Water ("dyrt")"  
[X Link](https://x.com/StefanThelenius/status/1723260852109738277)  2023-11-11T08:46Z 13.6K followers, [----] engagements


"Genovis $GENO frefaller vxa p helt ok marknaden frefaller dock besvikna men jag lutar t behll oavsett"  
[X Link](https://x.com/StefanThelenius/status/1724822285511430353)  2023-11-15T16:10Z 14.3K followers, [----] engagements


"@Fisk63 hoppas att det r TSMC som tillverkar chipen och att de anvnder sina maskiner frn ASML :) #hackarochspadar"  
[X Link](https://x.com/StefanThelenius/status/1724839786744000519)  2023-11-15T17:20Z 13.6K followers, [--] engagements


"$EQL Pharma frefaller vxa p R12 men kassan minskar dock - om bolaget nr helrsmlet s blir kommande kvartal starka s hoppas p det Jag behller nog sannolikt"  
[X Link](https://x.com/StefanThelenius/status/1725407650354012618)  2023-11-17T06:56Z 13.7K followers, [---] engagements


"Nstan bingo fr min del - saknar case inom Scale Economics s ska kika lite p Air Liquide frvisso borde $MELI passa in i denna kategori"  
[X Link](https://x.com/StefanThelenius/status/1726624796459630632)  2023-11-20T15:33Z 13.6K followers, [----] engagements


"@HankSweden @Aktieanna1 risker fr snedsteg kan skert finnas men oavsett s r utfallet inom ITP branschens lgsta avgifter och de som inte valt har n s lnge ftt en hyfsad riskjusterad avkastning terstr dock att se hur skandalret [----] landar"  
[X Link](https://x.com/StefanThelenius/status/1726702388235612261)  2023-11-20T20:41Z 13.6K followers, [---] engagements


"@ftr_investors in your portfolio :)"  
[X Link](https://x.com/StefanThelenius/status/1726709682746913148)  2023-11-20T21:10Z 13.6K followers, [---] engagements


"z2036 Novo Nordisk - Himlen eller Helvede $NVO $NOVO #finanstwitter https://z2036.blogspot.com/2023/11/novo-nordisk-himlen-eller-helvede.html https://z2036.blogspot.com/2023/11/novo-nordisk-himlen-eller-helvede.html"  
[X Link](https://x.com/StefanThelenius/status/1726971556042342890)  2023-11-21T14:31Z 14.4K followers, 12.9K engagements


"@Sandbacchus1 fr tacka i frskott fr skerhets skull :) jag gillar bolaget och sljer sllan allt pga vrdering trimning ligger dock nra tillhands"  
[X Link](https://x.com/StefanThelenius/status/1726994866578821342)  2023-11-21T16:03Z 13.6K followers, [--] engagements


"@Quality_stocksA @ftr_investors @7LukeHallard @AdamosHad @AIStockSavvy @AITechInvesting @EugeneNg_VCap @FromValue @InvestInAssets @IFB_podcast @StockBookworm @StockSavvyShay @BrianFeroldi high but still reasonable"  
[X Link](https://x.com/StefanThelenius/status/1726995345631277472)  2023-11-21T16:05Z 13.6K followers, [---] engagements


"Samma misstag hr kpte Microsoft [----] fr $42 och har tyvrr slt av lpande sen dess - r dock fortfarande mitt strsta innehav"  
[X Link](https://x.com/StefanThelenius/status/1727935510029410357)  2023-11-24T06:21Z 13.6K followers, 10K engagements


"@Popetoteror1 ja det knns rationellt att gra s men sannolikt inte det bsta ver lng tid"  
[X Link](https://x.com/StefanThelenius/status/1727938304442605787)  2023-11-24T06:32Z 13.6K followers, [--] engagements


"@marcus_wallen ja vrderingen r lg iaf men jag vill generellt ha mer tillvxt i mina case"  
[X Link](https://x.com/StefanThelenius/status/1728324313462587540)  2023-11-25T08:06Z 13.6K followers, [--] engagements


"z2036 Hyfsad brsvecka fr Global Multi Strategy - r nu 100% investerad igen s det lr vl vnda hrifrn :) +235% YTD +117% CAGR sen [----] #finanstwitter #pratapengar"  
[X Link](https://x.com/StefanThelenius/status/1728336378986131943)  2023-11-25T08:54Z 13.6K followers, [----] engagements


"Smhandlat diverse mindre poster i veckan kat Nvidia Axcelis Karooooo SQM Medpace Minskat Microsoft (hyvling)"  
[X Link](https://x.com/StefanThelenius/status/1728337916223467614)  2023-11-25T09:00Z 13.6K followers, [---] engagements


"@Fisk63 Nix inte i nrtid i alla fall. Frr eller senare kommer konkurrensen att hrdna men som jag frstr det s har Nvidia stora konkurrensfrdelar med sin plattform kopplad till AI s just nu har de Pole Position och lr kunna vxa FCF rejlt kommande r"  
[X Link](https://x.com/StefanThelenius/status/1728341178184056917)  2023-11-25T09:13Z 13.6K followers, [--] engagements


"@long_equity FCF Yield for Nvidia seems inaccurate should be around 15% ttm"  
[X Link](https://x.com/StefanThelenius/status/1728691550237139311)  2023-11-26T08:25Z 13.6K followers, [---] engagements


"Tycks som $MELI haft bra fart under #BlackFriday :) disclaimer: 5% av portfljen https://z2036.blogspot.com/p/myportfolio.htmlsheet=1SzAxtqNSmlUWWk4tolQ7xpR7OpBFSFt8I5TKdHGFRxA&sheetname=Global+Multi+Strategy&m=0 https://z2036.blogspot.com/p/myportfolio.htmlsheet=1SzAxtqNSmlUWWk4tolQ7xpR7OpBFSFt8I5TKdHGFRxA&sheetname=Global+Multi+Strategy&m=0"  
[X Link](https://x.com/StefanThelenius/status/1728766454873690437)  2023-11-26T13:23Z 14.1K followers, [----] engagements


"@Spartroll snyggt"  
[X Link](https://x.com/StefanThelenius/status/1728770267986460904)  2023-11-26T13:38Z 13.6K followers, [---] engagements


"@ftr_investors impressive revenue growth history"  
[X Link](https://x.com/StefanThelenius/status/1728776514123055425)  2023-11-26T14:03Z 13.6K followers, [--] engagements


"@Investeraren @ElisabethSvan deklarationsr r en trevlig feature fr ISK bttre betalningsvillkor fr ISK jmf KF + att du kan "kvitta" nysparande mot skatt s att ISK-kontot kan vara orrt och f lgre skatteunderlag allt annat lika"  
[X Link](https://x.com/StefanThelenius/status/1729498512973279457)  2023-11-28T13:52Z 13.6K followers, [---] engagements


"breakeven mellan terstllande av avkastningsskatt eller [---] [---] skattefritt ligger p runt [--] miljon"  
[X Link](https://x.com/StefanThelenius/status/1730201143899259054)  2023-11-30T12:24Z 13.6K followers, [---] engagements


"@alltifisk startkapital r ditt nuvrde p depn och totalt inbetalt r summan av dina insttningar - anvnds fr att rkna ut reavinst skatt fr vanlig dep s fr ISK/KF kan man ange godtyckligt p totalt inbetalt"  
[X Link](https://x.com/StefanThelenius/status/1730503723443458542)  2023-12-01T08:26Z 13.6K followers, [--] engagements


"z2036 rsskiftet nrmar sig blir spnnande att se vad rsavkastningen fr Global Multi Strategy landar p +238% YTD +117% CAGR sen [----] #finanstwitter #pratapengar"  
[X Link](https://x.com/StefanThelenius/status/1730875255428681896)  2023-12-02T09:03Z 13.6K followers, [----] engagements


"@HankSweden @Borspodden @SkillingTrading dags att utmana Eminem 😀"  
[X Link](https://x.com/StefanThelenius/status/1732382035430224119)  2023-12-06T12:50Z 13.6K followers, [--] engagements


"Minskat i MasterCard Microsoft Trane Adobe Kpt Visa (knns rimligt vrderad IMO)"  
[X Link](https://x.com/StefanThelenius/status/1733398205205823970)  2023-12-09T08:08Z 13.6K followers, [---] engagements


"@TapirenNet [--] GS var min frsta men insg inte fulla potentialen d"  
[X Link](https://x.com/StefanThelenius/status/1734236070026363344)  2023-12-11T15:37Z 13.7K followers, [---] engagements


"@NordnetAra @Serious37433993 tack fr bra genomgng och passning 😀 Enligt mina berkningar mste man hlla vldigt lnge fr att vanlig dep ska lna sig. se"  
[X Link](https://x.com/StefanThelenius/status/1734278376146509984)  2023-12-11T18:26Z 13.7K followers, [---] engagements


"Dags att lnga Harvia @BodenPJ @Johan_Elmquist - nya Novo 😀 Har tyvrr inte bastu men spabadar iaf 1-2 ggr/vecka vilket ocks frefaller ha goda hlsoeffekter 👇"  
[X Link](https://x.com/StefanThelenius/status/1734440490106331450)  2023-12-12T05:10Z 13.7K followers, [----] engagements


"Dr kom remissen - skattefritt upp till [---] [---] per person fr ISK och/eller Kapitalfrskring Ser ut att implementeras s som jag gissat innan. https://regeringen.se/contentassets/4327222f8f544e42a21eb5785c636be2/en-skattefri-grundniva-for-sparande-pa-investeringssparkonto-och-i-kapitalforsakring.pdf https://regeringen.se/contentassets/4327222f8f544e42a21eb5785c636be2/en-skattefri-grundniva-for-sparande-pa-investeringssparkonto-och-i-kapitalforsakring.pdf"  
[X Link](https://x.com/anyuser/status/1736778239190725062)  2023-12-18T15:59Z 15K followers, 26.9K engagements


"@marcuslindblad har bara lst sammanfattning men gller nog bara privatpersoner och upp till 300k avdrag godtyckligt frdelat mellan ISK och KF"  
[X Link](https://x.com/StefanThelenius/status/1736780944692961357)  2023-12-18T16:10Z 13.7K followers, [---] engagements


"Personligen r detta ett frslag i min smak + gynnar smsparare + fortsatt balans ISK vs KF + progressiv beskattning vilket kar chansen att frslaget verlever eventuellt regeringsskifte"  
[X Link](https://x.com/StefanThelenius/status/1736785773729362217)  2023-12-18T16:29Z 13.7K followers, [----] engagements


"@wizdomtree1 om rntan versteg statslnerntan s blev det konventionell beskattning avdrag 300k fr kapitalunderlag ISK + KF avdraget ovan fr en KF kan nu anvndas fr kvitta mot rnteutgifter"  
[X Link](https://x.com/StefanThelenius/status/1737356426169749969)  2023-12-20T06:17Z 13.7K followers, [--] engagements


"@Tidochpengar niver kan alltid diskuteras men [---] [---] r en bra start oavsett och kan frhoppningsvis verleva regeringsskiften lngsiktigt i och med det progressiva inslaget internationellt sett tror jag ISK/KF r vldigt konkurrenskraftigt nu som sen"  
[X Link](https://x.com/StefanThelenius/status/1737385307031351753)  2023-12-20T08:11Z 13.7K followers, [---] engagements


"@HankSweden @PGWahlen rttvist p ett stt men hur ska motsvarande skatteintkter tas in (givet att besparingar inte kan kompensera fullt ut)"  
[X Link](https://x.com/StefanThelenius/status/1737559553330549161)  2023-12-20T19:44Z 13.7K followers, [---] engagements


"z2036 rskrnika [----] #pratapengar #finanstwitter"  
[X Link](https://x.com/StefanThelenius/status/1737718097388142995)  2023-12-21T06:14Z 13.7K followers, [----] engagements


"bra jobbat @Borspodden @Aktiepappa @Aktiepappablogg @johanknorberg @johannorbergSE @aktieoptimist @CrowdStrike"  
[X Link](https://x.com/StefanThelenius/status/1737741145394888980)  2023-12-21T07:45Z 13.7K followers, [---] engagements


"@investgent @Aktieanna1 brja med en vanlig KF och sen fr varje barn s ndrar ni frmnstagarfrordnandet p s stt s kan ni minimera transaktionskostnader om ni vill spara direkt i aktier frn [----] kan det dock vara id att barn sparar i eget namn fr skattefrihet"  
[X Link](https://x.com/StefanThelenius/status/1738176363394171125)  2023-12-22T12:35Z 13.7K followers, [--] engagements


"@SparGeneralen han borde kunna testa via uttagsplaneraren @minpension skarpaste grnsen r nog annars den fr statlig skatt God fortsttning 😀"  
[X Link](https://x.com/StefanThelenius/status/1739541345658610123)  2023-12-26T06:59Z 13.7K followers, [--] engagements


"@Investacus vr Toyota rullar p bra fortfarande och kostar frhllandevis lite"  
[X Link](https://x.com/StefanThelenius/status/1739588989525627196)  2023-12-26T10:08Z 13.7K followers, [----] engagements


"@MiljonarInnan30 tack fr omnmnande - skatten p ISK/KF har helt klart mindre absolut inverkan p familjens ekonomi efter ett stort uttag [----] 😀"  
[X Link](https://x.com/StefanThelenius/status/1740722105296253430)  2023-12-29T13:11Z 13.6K followers, [----] engagements


"@PhantasTrader Klart godknt Sent in i $MELI"  
[X Link](https://x.com/StefanThelenius/status/1740799983409156487)  2023-12-29T18:20Z 13.6K followers, [----] engagements


"z2036 Global Multi Strategy rsresultat [----] - har jag uppntt mina investeringsml #finanstwitter #pratapengar"  
[X Link](https://x.com/StefanThelenius/status/1741851327167156423)  2024-01-01T15:58Z 13.6K followers, [----] engagements


"@Kenta_Lax @NordnetSE aha trodde du menade mina portfljavgifter Har inte koll p dagsfrska siffror men annars finns avgifterna i inlgget via lnkar. Billigast r LF Global o dyrast Didner o Gerge vill jag minnas"  
[X Link](https://x.com/StefanThelenius/status/1741869599652479437)  2024-01-01T17:10Z 13.6K followers, [--] engagements


"@Investeraren @montrose_io CAGR ver tid borde f en central placering i portfljrapporten IMO :)"  
[X Link](https://x.com/StefanThelenius/status/1742283986615796119)  2024-01-02T20:37Z 13.7K followers, [----] engagements


"@aktiechaffisen Trane Technologies ("Irlndskt NIBE") https://z2036.blogspot.com/2023/08/trane-technologies-irish-thermo-king.html https://z2036.blogspot.com/2023/08/trane-technologies-irish-thermo-king.html"  
[X Link](https://x.com/StefanThelenius/status/1742447748236890168)  2024-01-03T07:28Z 14.3K followers, [---] engagements


"@swehaug grmer mig nog mer fr att jag inte kpte Apple p magknsla [----] nr jag skaffade mig min frsta Mac"  
[X Link](https://x.com/StefanThelenius/status/1742955111163326563)  2024-01-04T17:04Z 13.6K followers, [--] engagements


"inlett ret svagt p minus inga transaktioner gjorda n funderar p att ka i Nvidia Visa Games Workshop p bekostnad minskning i MasterCard"  
[X Link](https://x.com/StefanThelenius/status/1743555254950498682)  2024-01-06T08:49Z 13.7K followers, [---] engagements


"@Quartr_App @bizbreakdowns @stonkmetal @Stock_Opine @SLC_Fund @MoS_Investing @fundhunter_co @Quality_stocksA @AnkurShah47 @Wexboy_Value @LT3000Lyall 👍😀 https://z2036.blogspot.com/2023/08/trane-technologies-irish-thermo-king.html https://z2036.blogspot.com/2023/08/trane-technologies-irish-thermo-king.html"  
[X Link](https://x.com/StefanThelenius/status/1745095583495282918)  2024-01-10T14:49Z 14.1K followers, [----] engagements


"z2036 Special Situation: Match Group $MTCH #finanstwitter #pratapengar https://z2036.blogspot.com/2024/01/special-situation-match-group.html https://z2036.blogspot.com/2024/01/special-situation-match-group.html"  
[X Link](https://x.com/StefanThelenius/status/1745844236304384275)  2024-01-12T16:24Z 14.1K followers, [----] engagements


"@aktiechaffisen ja Apple Nvidia m fl kommer drabbas hrt vid konflikt sannolikt ven alla brser vrlden ver d global BNP sps sjunka 10%"  
[X Link](https://x.com/anyuser/status/1746082729576271951)  2024-01-13T08:12Z [--] followers, [--] engagements


"kat Visa $V Minskat MasterCard $MA Airbnb $ABNB Kpt Match Group $MTCH z2036 Special Situation: Match Group $MTCH https://t.co/3KWNU0vXLU #finanstwitter #pratapengar https://t.co/PuNCxkr4nO z2036 Special Situation: Match Group $MTCH https://t.co/3KWNU0vXLU #finanstwitter #pratapengar https://t.co/PuNCxkr4nO"  
[X Link](https://x.com/StefanThelenius/status/1746084441196290401)  2024-01-13T08:19Z 14.9K followers, [----] engagements


"Helt ok rapporter frn Games Workshop $GAW och UnitedHealth $UNH i veckan men ljummet mottagande av marknaden - jag lutar t behll d FCF Yield r anstndig fr bgge"  
[X Link](https://x.com/StefanThelenius/status/1746085803782992077)  2024-01-13T08:24Z 13.6K followers, [----] engagements


"@aktiechaffisen ja r man orolig fr den konflikten och vill kunna agera snabbt s br man nog undvika aktier och mjligen ha ett ftal ETF:er istllet"  
[X Link](https://x.com/StefanThelenius/status/1746088972017705158)  2024-01-13T08:37Z 13.7K followers, [--] engagements


"@vintermust jag gillar att ha olika delar av vrdekedjan inom AI r $MSFT och $NVDA p ena kanten och $ASML och $TSM p den andra - alla har hga nettomarginaler och pricing power (om de vill TSMC och Microsoft hller igen IMO)"  
[X Link](https://x.com/StefanThelenius/status/1746164604730782099)  2024-01-13T13:37Z 13.7K followers, [--] engagements


"Kul att podda igen hos @placerase med @KarlLans :) #finanstwitter #pratapengar Fick en pratstund med @StefanThelenius bland annat om aktierna han stndigt sljer s kallade srimneraktier. https://t.co/guz639dDcM Fick en pratstund med @StefanThelenius bland annat om aktierna han stndigt sljer s kallade srimneraktier. https://t.co/guz639dDcM"  
[X Link](https://x.com/StefanThelenius/status/1747665047013245018)  2024-01-17T16:59Z 13.6K followers, [----] engagements


"Lite inlgg om ngra case som vi pratade om Novo Nordisk $NOVO Nvidia $NVDA Match $MTCH Legrand $LR.PA Airbnb $ABNB TSMC $TSM"  
[X Link](https://x.com/StefanThelenius/status/1747666560649424972)  2024-01-17T17:05Z 14.4K followers, [----] engagements


"@martindahlstran @placerase @KarlLans ja kanske dags att skala i CrowdStrike vrderingen r minst sagt anstrngd - hoppas du gillar podden ldre inlgg hr:"  
[X Link](https://x.com/StefanThelenius/status/1747858977256321341)  2024-01-18T05:50Z 13.7K followers, [--] engagements


"z2036 Fortsatt fin start p ret fr Global Multi Strategy +55% YTD (+267% ttm) +123% CAGR sen [----] #finanstwitter #pratapengar https://z2036.blogspot.com/p/myportfolio.htmlsheet=1SzAxtqNSmlUWWk4tolQ7xpR7OpBFSFt8I5TKdHGFRxA&sheetname=Global+Multi+Strategy&m=0 https://z2036.blogspot.com/p/myportfolio.htmlsheet=1SzAxtqNSmlUWWk4tolQ7xpR7OpBFSFt8I5TKdHGFRxA&sheetname=Global+Multi+Strategy&m=0"  
[X Link](https://x.com/StefanThelenius/status/1748623550292894151)  2024-01-20T08:28Z 14.3K followers, [----] engagements


"kat Games Workshop $GAW Minskat Trane $TT (fr att betala avkastningsskatt) Slt Porsche $P911 (tror p svagt [----] s tar en stop loss) Fin rapport frn TSMC $TSM ok frn Admicom och HDFC $HDM - behller alla"  
[X Link](https://x.com/StefanThelenius/status/1748626137473790134)  2024-01-20T08:38Z 13.6K followers, [--] engagements


"@Rotebroelvis @avanzabank @NordnetSE det trista med UK-aktier r dock stmpelskatten p 05% men p plussidan r skattefria utdelningar"  
[X Link](https://x.com/StefanThelenius/status/1748631409567129730)  2024-01-20T08:59Z 13.7K followers, [--] engagements


"@SparGeneralen @Quartr_App kul att hra - blev snack om ngra utvalda case inkl. Nvidia som jag vet att du brukar trejda :)"  
[X Link](https://x.com/anyuser/status/1748635299104596067)  2024-01-20T09:15Z [--] followers, [--] engagements


"@Utd_Cyklisten frstr inte vilka som skulle vilja delta 16% courtage"  
[X Link](https://x.com/StefanThelenius/status/1748682887384138106)  2024-01-20T12:24Z 13.6K followers, [--] engagements


"@Prof_Kalkyl @Rotebroelvis Brand #6 = Ferrari En avknoppning skulle nog frigra mycket vrde jag r intresserad :)"  
[X Link](https://x.com/StefanThelenius/status/1748738499077947575)  2024-01-20T16:05Z 13.6K followers, [--] engagements


"@Pungapengen kul att hra har ett ldre inlgg om $GAW hr jag gillar deras fina kassaflde genererat av en trogen och kpstark kundbas :)"  
[X Link](https://x.com/StefanThelenius/status/1749079595268100551)  2024-01-21T14:40Z 13.7K followers, [--] engagements

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