[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @abroninvestor Andrew Brown Dynastic Investor 🇦🇺🏴 Andrew Brown Dynastic Investor 🇦🇺🏴 posts on X about $exoas, $bolpa, debt, $race the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::303643375/interactions)  - X Week XXXXX -XX% - X Month XXXXXX +47% - X Months XXXXXXX +11% - X Year XXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::303643375/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXX +5% - X Year XXX +12% ### Followers: XXXXX [#](/creator/twitter::303643375/followers)  - X Week XXXXX +0.05% - X Month XXXXX +0.91% - X Months XXXXX +5.70% - X Year XXXXX +9.10% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::303643375/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXXX% [luxury brands](/list/luxury-brands) XXXX% [automotive brands](/list/automotive-brands) XXXX% [travel destinations](/list/travel-destinations) XXXX% [countries](/list/countries) XXXX% [champions league](/list/champions-league) XXXX% **Social topic influence** [$exoas](/topic/$exoas) #12, [$bolpa](/topic/$bolpa) #4, [debt](/topic/debt) 8.51%, [$race](/topic/$race) 8.51%, [investment](/topic/investment) #2925, [iveco](/topic/iveco) 6.38%, [$halas](/topic/$halas) #1, [bank](/topic/bank) 4.26%, [$vivpa](/topic/$vivpa) #3, [$uhrsw](/topic/$uhrsw) #2 **Top accounts mentioned or mentioned by** [@east72dynasty](/creator/undefined) [@xero](/creator/undefined) [@foxcastlehold](/creator/undefined) [@mikefritzell](/creator/undefined) [@finphysnerd](/creator/undefined) [@awscloud](/creator/undefined) [@ausbiztv](/creator/undefined) [@graoully1774](/creator/undefined) [@manutd](/creator/undefined) [@theeconomist](/creator/undefined) [@business](/creator/undefined) [@reuters](/creator/undefined) [@axios](/creator/undefined) [@financialreview](/creator/undefined) [@vanisleinvestor](/creator/undefined) [@deathnsl](/creator/undefined) [@sagesimian](/creator/undefined) [@hefmark](/creator/undefined) [@cmkusher](/creator/undefined) [@uber](/creator/undefined) **Top assets mentioned** [Ferrari N.V. (RACE)](/topic/$race) [Carlyle Group, Inc. (CG)](/topic/$cg) [MANCHESTER UNITED PLC (MANU)](/topic/$manu) ### Top Social Posts Top posts by engagements in the last XX hours "Might be time for a re-read in light of the very recent demise of one of the central characters. The old Bank Leumi accounts" [X Link](https://x.com/abroninvestor/status/1988054020112740420) 2025-11-11T01:19Z 7466 followers, 1616 engagements "@VanIsleInvestor 🤣🤣🤣🤣 theyre cheap $CBA.AX THATS what you call an expensive bank. 30x P/EV next to no bad debt charges" [X Link](https://x.com/abroninvestor/status/1988866312928395681) 2025-11-13T07:07Z 7464 followers, XXX engagements "@finphysnerd @1stlevelthinker @AlboMP @AustralianLabor I have a degree in econometrics Myles" [X Link](https://x.com/abroninvestor/status/1998636457339269465) 2025-12-10T06:10Z 7463 followers, XXX engagements "$BOL.PA $CBDG.PA People do @CFAinstitute CFA's to get along in the investment world. Then we get to French independent experts like BM&A "an innovative audit and consulting firm". BM&A are innovative alright. Share price = value. Really Their work is absolutely appalling. Any decent regulator would remove the ability of BM&A to do ANY kind of appraisal work not accept this rubbish. I am a BENEFICIARY of this garbage as I own Bollor and am getting Cambodge (& Moncey & Artois on the cheap) but am embarrassed at being so. Please read @FoxCastlehold substack on this dreadful episode" [X Link](https://x.com/abroninvestor/status/1881851116666945624) 2025-01-21T23:47Z 7466 followers, 3579 engagements "@ACIPartnerhship Both stocks were ludicrously overpriced a few years ago - especially $RCO.PA - who are stuck In negative organic growth products & made poor acquisitions. P/E used to be 65x at one stage" [X Link](https://x.com/abroninvestor/status/1887237318840623300) 2025-02-05T20:30Z 7467 followers, XXX engagements "$CAN.L $BOL.PA Good decision to move on" [X Link](https://x.com/abroninvestor/status/1891327230917194178) 2025-02-17T03:22Z 7465 followers, 1393 engagements "$BOL.PA $VIV.PA $UMG.AS Interesting piece on Tay-Tay catalogue repurchase" [X Link](https://x.com/abroninvestor/status/1930414085864337691) 2025-06-04T23:59Z 7466 followers, 1971 engagements "$EXO.AS Agnelli's proceeding slowly but surely - NAV+dividends = 14%pa since 2015. More opaque with more unlisted but $RACE down to XX% of gross NAV. If they do nothing will be pro-forma debt free post Iveco. Another buyback down the track - if you plot NAV/share versus net NAV the gap is perceptibly wide illustrating capital management. Estimated NAV/share at last night = XXX so XX% discount. Crazy that it is the same as some of the detritus of Euro holdcos in France and Belgium. Long" [X Link](https://x.com/abroninvestor/status/1968519931621949444) 2025-09-18T03:38Z 7466 followers, 3785 engagements "$EXO.AS the biggest positive change in value for Exor between Dec XX - XX June XX was Iveco $IVG.MI 541million then Ferrari $RACE 378million. So what was #3 at an estimated 147million Unless you know where to look you'll never get it" [X Link](https://x.com/abroninvestor/status/1971840466158289354) 2025-09-27T07:32Z 7466 followers, 1609 engagements "$HAL.AS The German prothesis manufacturer Ottobock is listing to help repay Carlyle Group $CG and others loan to Nader Holding the private parent company (believe $MQG.AX involved here too) of 1.1billion (PIK) drawn in 2024 to buy back XX% of Ottobock from $EQT.ST about 582m pre fees going to Nader. Assuming no debt in Ottobock (NOT THE CASE - no financials for Ottobock SE & Co. KGaA filed since 2021) so we have to await the prospectus for an EV/EBITDA figure. But it will be a minimum 12.5x . $HAL.AS carry their XXXX% of Auxilium (about a quarter the size) at EV/EBITDA of 3.9x - just a minor" [X Link](https://x.com/abroninvestor/status/1972564004733366545) 2025-09-29T07:28Z 7466 followers, 4369 engagements "$EXO.AS after the fall in $RACE nearly matched by Exor updated NAV is XXXXXX at full market value of which XXX is listed equities (see through for $BIM.PA) XXXXX for unlisted XXXX for other XXXXX for effective cash including Iveco and (18.70) for debt and capitalised costs. XXXX% discount at prevailing XX stock price. Long" [X Link](https://x.com/abroninvestor/status/1976428205440630841) 2025-10-09T23:22Z 7463 followers, 1963 engagements "$RACE $EXO.AS dont want to be paying Horner with my $ John thank you very much. @IanSlaterPhoto1" [X Link](https://x.com/abroninvestor/status/1979107964981243915) 2025-10-17T08:51Z 7465 followers, 2303 engagements "Had to make a small amendment to the $AVOL.SW presentation to Passive Investor Event in Dallas - doesn't change the thesis at all" [X Link](https://x.com/abroninvestor/status/1982146206668103966) 2025-10-25T18:04Z 7464 followers, 1036 engagements "$BOL.PA $VIV.PA Seriously Ms Bernal - the European Court of Human Rights You hardly own any shares" [X Link](https://x.com/abroninvestor/status/1991134816339980792) 2025-11-19T13:21Z 7466 followers, 1974 engagements "Worth a look as to the LONG TERM decline in Swatch $UHR.SW - I have attached XX years of consolidated figures which support @GWInvestors viewpoint regarding stagnant sales massive inventory etc" [X Link](https://x.com/abroninvestor/status/1993069874818826373) 2025-11-24T21:31Z 7467 followers, 1913 engagements "@valuedontlie $DIE.BR spinning Belron" [X Link](https://x.com/abroninvestor/status/1996645644761813060) 2025-12-04T18:19Z 7463 followers, XXX engagements "@LaraInTheMiddle Just eat this. Tastes the same" [X Link](https://x.com/abroninvestor/status/1998894609116836284) 2025-12-10T23:16Z 7465 followers, XXX engagements "My presentation on $HAL.AS from "Weird Sh*t Investing" conference in Hong Kong put on by @uv_shares @lorenz_swen is now on the @East72Dynasty website" [X Link](https://x.com/abroninvestor/status/1941052495926907096) 2025-07-04T08:32Z 7466 followers, 21.6K engagements "$HAL.AS - a lot of one off benefits in the numbers but Boskalis is running hard & ditching the Aussie towage business. Big XX% gain in $SBMO.AS and XX% in $TE.PA helping NAV to grow + the $VPK.AS initiatives. Shares +5% The vd Vorms aren't dead - they were just sleeping. Long" [X Link](https://x.com/abroninvestor/status/1961430087573897403) 2025-08-29T14:05Z 7466 followers, 1473 engagements "The @East72Dynasty quarterly report to September is now out. Comments on $BOL.PA a lengthy piece on $EXO.AS and a more optimistic take on $UHR.SW plus the very definition of a value trap: $MANU" [X Link](https://x.com/abroninvestor/status/1974982834864750693) 2025-10-05T23:39Z 7466 followers, 6657 engagements "I appeared earlier this week on a pod by "Poor Millionaires" interviewed by James Faulkner talking about the lessons from $EXO.As $DIE.BR and $RBT.PA as dynasties. Enjoy" [X Link](https://x.com/abroninvestor/status/1991433043354214902) 2025-11-20T09:06Z 7467 followers, 8414 engagements "$HAN.L after the merger with Ocean Wilson $OCN.L Hansa priced around XXXX (both sets of shares) has around 1.67/share of cash inherited from OCN. So you are buying a collection of investments - mainly public equity funds - worth 3.19/share for effectively XXXX - a XX% discount. The straight up p/NAV discount is 44%. THANKFULLY $HAN.L has started buying stock back for the first time a while over the past two days. So they should and go as hard as possible" [X Link](https://x.com/abroninvestor/status/1999259773385195540) 2025-12-11T23:27Z 7466 followers, XXX engagements "$EXO.AS (long) $JUVE.MI XXXX a share bid for the team by Tether. Do they not do their history The Agnelli's will NEVER sell. (With Exor effectively ungeared by March its hardly a "test of resolve") But there is a genuine question about inviting co-investment (viz Apollo/Athletico Madrid). The problem at present is that with Juventus not going so well on the field its the wrong time to let someone else in the door (which would only be a minority anyway). IMHO all this football investment is real top of the market stuff. If you think it has further to go you might as well buy $MANU (no position)" [X Link](https://x.com/abroninvestor/status/1999617446421102968) 2025-12-12T23:08Z 7466 followers, 1098 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@abroninvestor Andrew Brown Dynastic Investor 🇦🇺🏴
Andrew Brown Dynastic Investor 🇦🇺🏴 posts on X about $exoas, $bolpa, debt, $race the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX -XX%
- X Month XXXXXX +47%
- X Months XXXXXXX +11%
- X Year XXXXXXX -XX%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +5%
- X Year XXX +12%
Followers: XXXXX #
- X Week XXXXX +0.05%
- X Month XXXXX +0.91%
- X Months XXXXX +5.70%
- X Year XXXXX +9.10%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance XXXXX% stocks XXXXX% luxury brands XXXX% automotive brands XXXX% travel destinations XXXX% countries XXXX% champions league XXXX%
Social topic influence $exoas #12, $bolpa #4, debt 8.51%, $race 8.51%, investment #2925, iveco 6.38%, $halas #1, bank 4.26%, $vivpa #3, $uhrsw #2
Top accounts mentioned or mentioned by @east72dynasty @xero @foxcastlehold @mikefritzell @finphysnerd @awscloud @ausbiztv @graoully1774 @manutd @theeconomist @business @reuters @axios @financialreview @vanisleinvestor @deathnsl @sagesimian @hefmark @cmkusher @uber
Top assets mentioned Ferrari N.V. (RACE) Carlyle Group, Inc. (CG) MANCHESTER UNITED PLC (MANU)
Top Social Posts
Top posts by engagements in the last XX hours
"Might be time for a re-read in light of the very recent demise of one of the central characters. The old Bank Leumi accounts"
X Link 2025-11-11T01:19Z 7466 followers, 1616 engagements
"@VanIsleInvestor 🤣🤣🤣🤣 theyre cheap $CBA.AX THATS what you call an expensive bank. 30x P/EV next to no bad debt charges"
X Link 2025-11-13T07:07Z 7464 followers, XXX engagements
"@finphysnerd @1stlevelthinker @AlboMP @AustralianLabor I have a degree in econometrics Myles"
X Link 2025-12-10T06:10Z 7463 followers, XXX engagements
"$BOL.PA $CBDG.PA People do @CFAinstitute CFA's to get along in the investment world. Then we get to French independent experts like BM&A "an innovative audit and consulting firm". BM&A are innovative alright. Share price = value. Really Their work is absolutely appalling. Any decent regulator would remove the ability of BM&A to do ANY kind of appraisal work not accept this rubbish. I am a BENEFICIARY of this garbage as I own Bollor and am getting Cambodge (& Moncey & Artois on the cheap) but am embarrassed at being so. Please read @FoxCastlehold substack on this dreadful episode"
X Link 2025-01-21T23:47Z 7466 followers, 3579 engagements
"@ACIPartnerhship Both stocks were ludicrously overpriced a few years ago - especially $RCO.PA - who are stuck In negative organic growth products & made poor acquisitions. P/E used to be 65x at one stage"
X Link 2025-02-05T20:30Z 7467 followers, XXX engagements
"$CAN.L $BOL.PA Good decision to move on"
X Link 2025-02-17T03:22Z 7465 followers, 1393 engagements
"$BOL.PA $VIV.PA $UMG.AS Interesting piece on Tay-Tay catalogue repurchase"
X Link 2025-06-04T23:59Z 7466 followers, 1971 engagements
"$EXO.AS Agnelli's proceeding slowly but surely - NAV+dividends = 14%pa since 2015. More opaque with more unlisted but $RACE down to XX% of gross NAV. If they do nothing will be pro-forma debt free post Iveco. Another buyback down the track - if you plot NAV/share versus net NAV the gap is perceptibly wide illustrating capital management. Estimated NAV/share at last night = XXX so XX% discount. Crazy that it is the same as some of the detritus of Euro holdcos in France and Belgium. Long"
X Link 2025-09-18T03:38Z 7466 followers, 3785 engagements
"$EXO.AS the biggest positive change in value for Exor between Dec XX - XX June XX was Iveco $IVG.MI 541million then Ferrari $RACE 378million. So what was #3 at an estimated 147million Unless you know where to look you'll never get it"
X Link 2025-09-27T07:32Z 7466 followers, 1609 engagements
"$HAL.AS The German prothesis manufacturer Ottobock is listing to help repay Carlyle Group $CG and others loan to Nader Holding the private parent company (believe $MQG.AX involved here too) of 1.1billion (PIK) drawn in 2024 to buy back XX% of Ottobock from $EQT.ST about 582m pre fees going to Nader. Assuming no debt in Ottobock (NOT THE CASE - no financials for Ottobock SE & Co. KGaA filed since 2021) so we have to await the prospectus for an EV/EBITDA figure. But it will be a minimum 12.5x . $HAL.AS carry their XXXX% of Auxilium (about a quarter the size) at EV/EBITDA of 3.9x - just a minor"
X Link 2025-09-29T07:28Z 7466 followers, 4369 engagements
"$EXO.AS after the fall in $RACE nearly matched by Exor updated NAV is XXXXXX at full market value of which XXX is listed equities (see through for $BIM.PA) XXXXX for unlisted XXXX for other XXXXX for effective cash including Iveco and (18.70) for debt and capitalised costs. XXXX% discount at prevailing XX stock price. Long"
X Link 2025-10-09T23:22Z 7463 followers, 1963 engagements
"$RACE $EXO.AS dont want to be paying Horner with my $ John thank you very much. @IanSlaterPhoto1"
X Link 2025-10-17T08:51Z 7465 followers, 2303 engagements
"Had to make a small amendment to the $AVOL.SW presentation to Passive Investor Event in Dallas - doesn't change the thesis at all"
X Link 2025-10-25T18:04Z 7464 followers, 1036 engagements
"$BOL.PA $VIV.PA Seriously Ms Bernal - the European Court of Human Rights You hardly own any shares"
X Link 2025-11-19T13:21Z 7466 followers, 1974 engagements
"Worth a look as to the LONG TERM decline in Swatch $UHR.SW - I have attached XX years of consolidated figures which support @GWInvestors viewpoint regarding stagnant sales massive inventory etc"
X Link 2025-11-24T21:31Z 7467 followers, 1913 engagements
"@valuedontlie $DIE.BR spinning Belron"
X Link 2025-12-04T18:19Z 7463 followers, XXX engagements
"@LaraInTheMiddle Just eat this. Tastes the same"
X Link 2025-12-10T23:16Z 7465 followers, XXX engagements
"My presentation on $HAL.AS from "Weird Sh*t Investing" conference in Hong Kong put on by @uv_shares @lorenz_swen is now on the @East72Dynasty website"
X Link 2025-07-04T08:32Z 7466 followers, 21.6K engagements
"$HAL.AS - a lot of one off benefits in the numbers but Boskalis is running hard & ditching the Aussie towage business. Big XX% gain in $SBMO.AS and XX% in $TE.PA helping NAV to grow + the $VPK.AS initiatives. Shares +5% The vd Vorms aren't dead - they were just sleeping. Long"
X Link 2025-08-29T14:05Z 7466 followers, 1473 engagements
"The @East72Dynasty quarterly report to September is now out. Comments on $BOL.PA a lengthy piece on $EXO.AS and a more optimistic take on $UHR.SW plus the very definition of a value trap: $MANU"
X Link 2025-10-05T23:39Z 7466 followers, 6657 engagements
"I appeared earlier this week on a pod by "Poor Millionaires" interviewed by James Faulkner talking about the lessons from $EXO.As $DIE.BR and $RBT.PA as dynasties. Enjoy"
X Link 2025-11-20T09:06Z 7467 followers, 8414 engagements
"$HAN.L after the merger with Ocean Wilson $OCN.L Hansa priced around XXXX (both sets of shares) has around 1.67/share of cash inherited from OCN. So you are buying a collection of investments - mainly public equity funds - worth 3.19/share for effectively XXXX - a XX% discount. The straight up p/NAV discount is 44%. THANKFULLY $HAN.L has started buying stock back for the first time a while over the past two days. So they should and go as hard as possible"
X Link 2025-12-11T23:27Z 7466 followers, XXX engagements
"$EXO.AS (long) $JUVE.MI XXXX a share bid for the team by Tether. Do they not do their history The Agnelli's will NEVER sell. (With Exor effectively ungeared by March its hardly a "test of resolve") But there is a genuine question about inviting co-investment (viz Apollo/Athletico Madrid). The problem at present is that with Juventus not going so well on the field its the wrong time to let someone else in the door (which would only be a minority anyway). IMHO all this football investment is real top of the market stuff. If you think it has further to go you might as well buy $MANU (no position)"
X Link 2025-12-12T23:08Z 7466 followers, 1098 engagements