Dark | Light
# ![@alvarofaraco Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::924664678390861824.png) @alvarofaraco Álvaro Faraco

Álvaro Faraco posts on X about $gud, $spot, $flow, $9434t the most. They currently have [-----] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::924664678390861824/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::924664678390861824/c:line/m:interactions.svg)

- [--] Week [-----] +374%
- [--] Month [-----] +584%
- [--] Months [------] +97%
- [--] Year [------] +259%

### Mentions: [--] [#](/creator/twitter::924664678390861824/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::924664678390861824/c:line/m:posts_active.svg)

- [--] Month [--] -50%
- [--] Months [--] +40%
- [--] Year [--] +182%

### Followers: [-----] [#](/creator/twitter::924664678390861824/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::924664678390861824/c:line/m:followers.svg)

- [--] Week [-----] +0.23%
- [--] Month [-----] no change
- [--] Months [-----] +0.23%
- [--] Year [-----] +0.41%

### CreatorRank: [---------] [#](/creator/twitter::924664678390861824/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::924664678390861824/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  31.82% [cryptocurrencies](/list/cryptocurrencies)  28.79% [technology brands](/list/technology-brands)  24.24% [finance](/list/finance)  12.12% [countries](/list/countries)  9.09% [social networks](/list/social-networks)  1.52% [exchanges](/list/exchanges)  1.52%

**Social topic influence**
[$gud](/topic/$gud) 12.12%, [$spot](/topic/$spot) 10.61%, [$flow](/topic/$flow) 10.61%, [$9434t](/topic/$9434t) 6.06%, [$aena](/topic/$aena) 6.06%, [$evo](/topic/$evo) 4.55%, [unrealized gains](/topic/unrealized-gains) #230, [$tap](/topic/$tap) 4.55%, [open ai](/topic/open-ai) 4.55%, [meta](/topic/meta) 4.55%

**Top accounts mentioned or mentioned by**
[@firebathiro](/creator/undefined) [@valueinvest12](/creator/undefined) [@grok](/creator/undefined) [@accioneafi](/creator/undefined) [@javieerdelvalle](/creator/undefined) [@fugaenvena](/creator/undefined) [@remindmeofthis](/creator/undefined) [@freephoenix18](/creator/undefined) [@mavixleon](/creator/undefined) [@idbinvestor](/creator/undefined) [@thomasjohn84554](/creator/undefined) [@minofopts](/creator/undefined) [@paperbozz](/creator/undefined) [@michaeljburry](/creator/undefined) [@lukemeiklejohn](/creator/undefined) [@renesellmann](/creator/undefined) [@josecdiez](/creator/undefined) [@holyfinance](/creator/undefined) [@tonesancanes](/creator/undefined) [@danielalgu1](/creator/undefined)

**Top assets mentioned**
[Gud Tech (GUD)](/topic/$gud) [Spotify Technology (SPOT)](/topic/$spot) [Flow (FLOW)](/topic/$flow) [Evotec SE (EVO)](/topic/$evo) [Molson Coors Beverage Co Class B (TAP)](/topic/$tap) [Metadium (META)](/topic/$meta) [Kaspi.kz Joint Stock Company (KSPI)](/topic/$kspi) [AmsterdamCoin (AMS)](/topic/$ams) [Cryptex Finance (CTX)](/topic/$ctx) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Born in [--] (19)](/topic/$19) [AAR Corp. (AIR)](/topic/$air) [SpeedCash (SCS)](/topic/$scs) [Johnson & Johnson (JNJ)](/topic/$jnj) [Brookfield Corporation (BN)](/topic/$bn) [Eden (EDEN)](/topic/$eden) [Arm Holdings plc (ARM)](/topic/$arm) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Microsoft Corp. (MSFT)](/topic/microsoft) [UnitedHealth Group (UNH)](/topic/$unh)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@fugaenvena @RemindMe_OfThis on August [--] 2027"  
[X Link](https://x.com/alvarofaraco/status/1981399679524069861)  2025-10-23T16:37Z [----] followers, [--] engagements


"@fugaenvena @RemindMe_OfThis Qu tal $EVO to"  
[X Link](https://x.com/alvarofaraco/status/2019700402867109954)  2026-02-06T09:11Z [----] followers, [---] engagements


"$SPOT EPS [----] vs [----] expected In Spain we say "brutales" πŸ˜‰"  
[X Link](https://x.com/alvarofaraco/status/2021178159295500695)  2026-02-10T11:03Z [----] followers, [---] engagements


"@AccionEAFI Lo del ndice Anthropic [---] me suena a cuando se deca que la Kings League iba a reemplazar a LaLiga"  
[X Link](https://x.com/alvarofaraco/status/2021221475013755174)  2026-02-10T13:55Z [----] followers, [---] engagements


"New deep dive: Knight Therapeutics $GUD the Patient Empire. A decade-long case study in disciplined capital allocation quiet compounding and building a pan-American pharma platform without a lab. Read it here πŸ‘‡ https://open.substack.com/pub/faracowski/p/knight-therapeutics-the-patient-empire https://open.substack.com/pub/faracowski/p/knight-therapeutics-the-patient-empire"  
[X Link](https://x.com/alvarofaraco/status/1981454829374329216)  2025-10-23T20:16Z [----] followers, [----] engagements


"Mr. Market has gone nuts. Just bought more $SPOT @ $406. Now 11% of my portfolio"  
[X Link](https://x.com/alvarofaraco/status/2019496106585981003)  2026-02-05T19:39Z [----] followers, [----] engagements


"It looks cheap now $SPOT Mr. Market has gone nuts. Just bought more $SPOT @ $406. Now 11% of my portfolio. https://t.co/obNv61tx2n Mr. Market has gone nuts. Just bought more $SPOT @ $406. Now 11% of my portfolio. https://t.co/obNv61tx2n"  
[X Link](https://x.com/alvarofaraco/status/2021240052802629808)  2026-02-10T15:09Z [----] followers, [----] engagements


"@Javieerdelvalle Est el Emergentes para meterle un all in"  
[X Link](https://x.com/alvarofaraco/status/2021501266266865812)  2026-02-11T08:27Z [----] followers, [----] engagements


"@Javieerdelvalle Yo llevo [--] aos dentro y regular"  
[X Link](https://x.com/alvarofaraco/status/2021501841331384513)  2026-02-11T08:29Z [----] followers, [---] engagements


"@value_invest12 No need for shitcoin. Practical example with a well-known stock. You buy $TTD stock in January [----] at $67. The value of the stock is $121 on December [--] [----]. You owe $19 in taxes. Flash forward March [--] [----]. The stock value is $46. Forced sale. You end up with $27"  
[X Link](https://x.com/alvarofaraco/status/2022587252052828236)  2026-02-14T08:22Z [----] followers, [---] engagements


"@mavix_leon FY26 guidance is shit. I expected around 30% in revenue growth (as in January). Margins are decent though. Also the churn rate increased in kintone services which is the reason why the monthly revenue decreased MoM. It was cheap now at a fair price. What do you think"  
[X Link](https://x.com/alvarofaraco/status/2022194447224918246)  2026-02-13T06:21Z [----] followers, [---] engagements


"@grok @Firebathiro @value_invest12 So there is no unrealized gains tax for stocks at 36% in Norway as it was hinted by the previous tweet. There is a wealth tax. This is very different from there new Netherlands' law"  
[X Link](https://x.com/alvarofaraco/status/2022638230643040552)  2026-02-14T11:45Z [----] followers, [--] engagements


"@Firebathiro @value_invest12 @grok Is there an unrealized gains tax in place in Norway"  
[X Link](https://x.com/alvarofaraco/status/2022637137523581011)  2026-02-14T11:40Z [----] followers, [--] engagements


"@grok @Firebathiro @value_invest12 @Firebathiro Do you understand how different it is a 1% tax on wealth vs a 36% tax on unrealized gains Nothing to do"  
[X Link](https://x.com/alvarofaraco/status/2022656081353113644)  2026-02-14T12:56Z [----] followers, [--] engagements


"@grok @Firebathiro @value_invest12 Btw there is also a similar wealth tax in Spain and many other countries. However no country has a similar tax on unrealized capital gains as the one proposed in the Netherlands"  
[X Link](https://x.com/alvarofaraco/status/2022656908805787795)  2026-02-14T12:59Z [----] followers, [--] engagements


"@IDBInvestor @AccionEAFI 20x FCF NTM pero 15x FCF 2027"  
[X Link](https://x.com/alvarofaraco/status/2022668788517474468)  2026-02-14T13:46Z [----] followers, [--] engagements


"Hilo sobre Aryzta πŸ‘‡ $ARYN"  
[X Link](https://x.com/alvarofaraco/status/1027604764056608768)  2018-08-09T17:17Z [----] followers, [--] engagements


"Posible fusin Taptica $TAP y RhythmOne $RTHM https://uk.reuters.com/article/us-rhythmone-m-a-taptica-intrntnl/video-advertiser-taptica-in-advanced-talks-to-buy-rhythmone-idUKKCN1PO0PW https://uk.reuters.com/article/us-rhythmone-m-a-taptica-intrntnl/video-advertiser-taptica-in-advanced-talks-to-buy-rhythmone-idUKKCN1PO0PW"  
[X Link](https://x.com/alvarofaraco/status/1090522987567165440)  2019-01-30T08:11Z [----] followers, [--] engagements


"Business update de Figeac Aro $FGA (+5%): Optimismo. Siguen resistiendo. Skin in the game. https://www.figeac-aero.com/sites/default/files/cp_fga_ca_2020_21_vdef_uk.pdf https://www.figeac-aero.com/sites/default/files/cp_fga_ca_2020_21_vdef_uk.pdf"  
[X Link](https://x.com/alvarofaraco/status/1398206729712701440)  2021-05-28T09:17Z [----] followers, [--] engagements


"$FLOW Flow Traders posts record fourth quarter results and the second-best fiscal year results in its 20-year history with 159.0m and 479.3m in Total Income respectively https://www.globenewswire.com/news-release/2025/02/13/3025593/0/en/Flow-Traders-4Q-and-FY-2024-Results.html https://www.globenewswire.com/news-release/2025/02/13/3025593/0/en/Flow-Traders-4Q-and-FY-2024-Results.html"  
[X Link](https://x.com/alvarofaraco/status/1889949754681163864)  2025-02-13T08:08Z [----] followers, [---] engagements


"Just published my first write-up on Substack and it's about the Kazakh Super App with 70% ROE and a 6x forward P/E https://open.substack.com/pub/faracowski/p/kaspikz-how-to-build-a-digital-monopoly http://Kaspi.kz https://open.substack.com/pub/faracowski/p/kaspikz-how-to-build-a-digital-monopoly http://Kaspi.kz"  
[X Link](https://x.com/alvarofaraco/status/1975655150380257678)  2025-10-07T20:11Z [----] followers, [----] engagements


"Sold Viscofan $VIS this morning. Even though I believe Hunterbrooks allegations lack scientific basis and will likely end in nothing or a small fine the companys reputation has been hit and will take time to recover"  
[X Link](https://x.com/alvarofaraco/status/1978740563705823313)  2025-10-16T08:31Z [----] followers, [---] engagements


"@freephoenix18 If the macro picture improves a bit it's about double of the current share price. If Turkey's adventure goes well it can be much more"  
[X Link](https://x.com/alvarofaraco/status/1978909232729649662)  2025-10-16T19:41Z [----] followers, [--] engagements


"@freephoenix18 You can read my deep dive: https://open.substack.com/pub/faracowski/p/kaspikz-how-to-build-a-digital-monopoly https://open.substack.com/pub/faracowski/p/kaspikz-how-to-build-a-digital-monopoly"  
[X Link](https://x.com/alvarofaraco/status/1978910135863890070)  2025-10-16T19:45Z [----] followers, [--] engagements


"PayPal playing the OpenAI card 🚨BREAKING: PayPal has partnered with OpenAI to enable instant payments in ChatGPT https://t.co/wX1Sd2dj8M 🚨BREAKING: PayPal has partnered with OpenAI to enable instant payments in ChatGPT https://t.co/wX1Sd2dj8M"  
[X Link](https://x.com/alvarofaraco/status/1983286497295180119)  2025-10-28T21:35Z [----] followers, [---] engagements


"Why $META booked a huge tax provision in Q3 [----] (for dummies): [--]. New U.S. law: OBBB It introduces a corporate minimum tax (CAMT). Even with tax credits/losses big companies cant go below a minimum tax level anymore"  
[X Link](https://x.com/alvarofaraco/status/1983777859106750573)  2025-10-30T06:07Z [----] followers, [---] engagements


"@ThomasJohn84554 @minofopts @PaperBozz @michaeljburry And what if they are both right about the 5-6 year depreciation No one is cooked no one goes insolvent. In any case good luck shorting the best companies of the world"  
[X Link](https://x.com/alvarofaraco/status/1991522580264779936)  2025-11-20T15:02Z [----] followers, [--] engagements


"Portfolio update +19.5% ytd [----] top contributors ( 0.5%): πŸ₯‡ SoftBank +9.4% πŸ₯ˆ Spotify +5.3% πŸ₯‰ Alphabet +3.7% πŸ₯‰ Flow Traders +3.7% πŸŽ– AENA +1.8% πŸŽ– Evolution +0.8% [----] top detractors ( 0.5%): πŸ’© JD .com 1.6% πŸ‘Ž Crescita 1.1% πŸ‘Ž Viscofan 0.7% πŸ‘Ž Fairfax India 0.5%"  
[X Link](https://x.com/alvarofaraco/status/2005604443988136074)  2025-12-29T11:38Z [----] followers, [---] engagements


"Portfolio update: +23.74% ytd Sold $VIS Added to $GUD and $KSPI"  
[X Link](https://x.com/alvarofaraco/status/1978829383277142459)  2025-10-16T14:24Z [----] followers, [----] engagements


"Portfolio update +21.14% ytd Sold $9984 SoftBank New position $PUIG Brands Added to $GUD Knight"  
[X Link](https://x.com/alvarofaraco/status/1986091932561404106)  2025-11-05T15:23Z [----] followers, [---] engagements


"@luke_meiklejohn @ReneSellmann @grok Fair question. What would you say about this"  
[X Link](https://x.com/alvarofaraco/status/1992475637031055766)  2025-11-23T06:09Z [----] followers, [--] engagements


"Great businesses of the airline industry (ROE20%) $AMS $AIR $AENA"  
[X Link](https://x.com/alvarofaraco/status/1877675165477204163)  2025-01-10T11:13Z [----] followers, [----] engagements


"Cut by half my $SPOT position Planning to diversify the proceeds across $GUD $AENA and $4058"  
[X Link](https://x.com/alvarofaraco/status/1901736106112008372)  2025-03-17T20:43Z [----] followers, [---] engagements


"Knight $GUD has announced two key product launches today: Minjuvi in Argentina Jornay PM in Canada Deep dive below πŸ‘‡ New deep dive: Knight Therapeutics $GUD the Patient Empire. A decade-long case study in disciplined capital allocation quiet compounding and building a pan-American pharma platform without a lab. Read it here πŸ‘‡ https://t.co/jIkIZlRs1U https://t.co/bWIiRQngW0 New deep dive: Knight Therapeutics $GUD the Patient Empire. A decade-long case study in disciplined capital allocation quiet compounding and building a pan-American pharma platform without a lab. Read it here πŸ‘‡"  
[X Link](https://x.com/alvarofaraco/status/1984019359497658597)  2025-10-30T22:07Z [----] followers, [---] engagements


"Tremendous results from $GUD Knight: C$123M revenue in Q3 with 17.1% adj. EBITDA Id expect now C$500M next year. FY25 guidance raised: Revenue C$430440M (from 410420M) Adj. EBITDA 13.514.5% (from 13%) πŸš€ Solid momentum. https://investors.knighttx.com/English/news/news-details/2025/Knight-Therapeutics-Reports-Third-Quarter-2025-Results/default.aspx https://investors.knighttx.com/English/news/news-details/2025/Knight-Therapeutics-Reports-Third-Quarter-2025-Results/default.aspx"  
[X Link](https://x.com/alvarofaraco/status/1986437206769127790)  2025-11-06T14:15Z [----] followers, [---] engagements


"ScS Group $SCS full year trading update: πŸ”₯ H2 like-for-like order intake declined by 2.6% hot weather πŸ“‰ FY like-for-like HoF concessions order intake down by 1.9% βœ… However overall FY like-for-like order intake increase of 0.2% πŸ‘ And overall FY order intake growth of 1.3%"  
[X Link](https://x.com/alvarofaraco/status/1027110501149564928)  2018-08-08T08:33Z [----] followers, [--] engagements


"My investment thesis on Crescita Therapeutics $CTX https://drive.google.com/openid=1tP175WKjVoGuVhncly9KX7FgwYPW6LRk https://drive.google.com/openid=1tP175WKjVoGuVhncly9KX7FgwYPW6LRk"  
[X Link](https://x.com/alvarofaraco/status/1040616892073959424)  2018-09-14T15:02Z [----] followers, [--] engagements


"Me subo al carro de Taptica International $TAP"  
[X Link](https://x.com/alvarofaraco/status/1055082912629080064)  2018-10-24T13:05Z [----] followers, [--] engagements


"Taptica $TAP announces the new share buyback programme"  
[X Link](https://x.com/alvarofaraco/status/1139415877768495107)  2019-06-14T06:14Z [----] followers, [--] engagements


"Wide moat $JNJ"  
[X Link](https://x.com/alvarofaraco/status/1296110616067923971)  2020-08-19T15:43Z [----] followers, [--] engagements


"$GOOG $SPOT $META"  
[X Link](https://x.com/alvarofaraco/status/1651571581401853958)  2023-04-27T12:58Z [----] followers, [---] engagements


"Han pasado ya [--] aos y [--] meses. 30% abajo por hacer caso al pollo este. @josecdiez mquina"  
[X Link](https://x.com/alvarofaraco/status/1737403225794355550)  2023-12-20T09:23Z [----] followers, [--] engagements


"Sold $FLOW Feb16 '24 [----] Puts @ 0.45"  
[X Link](https://x.com/alvarofaraco/status/1745402941530398839)  2024-01-11T11:11Z [----] followers, [---] engagements


"@HolyFinance Crack Me guardo el hilo para potencialmente copiarte alguna idea due diligence mediante πŸ˜‡"  
[X Link](https://x.com/alvarofaraco/status/1745404145236857299)  2024-01-11T11:15Z [----] followers, [---] engagements


"Liquidated $TLGO Doubled down on $FLOW (5.5% of portfolio now)"  
[X Link](https://x.com/alvarofaraco/status/1755517711126237582)  2024-02-08T09:03Z [----] followers, [---] engagements


"Liquidated my position in Bayer $BAYN with a sizable loss. Increased my position in Crescita $CTX (4.3% of portfolio now) and Flow Traders $FLOW (8.2%)"  
[X Link](https://x.com/alvarofaraco/status/1767215325253132348)  2024-03-11T15:45Z [----] followers, [---] engagements


"@Tone_San_Can_Es S con lo que ha pasado y a este precio mucho ms bullish que hace un ao"  
[X Link](https://x.com/alvarofaraco/status/1773621895503487376)  2024-03-29T08:03Z [----] followers, [--] engagements


"Btw yesterday I increased by 54% my position in $AENA at [------] per share"  
[X Link](https://x.com/alvarofaraco/status/1798993182027649114)  2024-06-07T08:19Z [----] followers, [---] engagements


"@DanielAlGu1 A pesar de ello la veo a buen precio. Estar en mximos es el estado natural de una buena empresa πŸ˜„"  
[X Link](https://x.com/alvarofaraco/status/1799031971731091714)  2024-06-07T10:53Z [----] followers, [--] engagements


"Portfolio update: Reduced $META position by 18% Increased $FIH.U position by 33% Doubled my position on $GUD"  
[X Link](https://x.com/alvarofaraco/status/1854205161918415172)  2024-11-06T16:52Z [----] followers, [---] engagements


"Portfolio +57.4% ytd"  
[X Link](https://x.com/alvarofaraco/status/1863689763921797147)  2024-12-02T21:00Z [----] followers, [----] engagements


"Portfolio update: +12.75% ytd Sold $BN Added $MELI"  
[X Link](https://x.com/alvarofaraco/status/1885417664488612185)  2025-01-31T19:59Z [----] followers, [----] engagements


"Is there someone bagholding Edenred $EDEN around Any insights"  
[X Link](https://x.com/alvarofaraco/status/1898361033451806966)  2025-03-08T13:11Z [----] followers, [---] engagements


"March portfolio update: +11.64% ytd Sold Pax Global $0327 Reduced Spotify $SPOT holdings by half Increased positions in $AENA and Knight $GUD New position in Toyokumo $4058"  
[X Link](https://x.com/alvarofaraco/status/1903033150156026275)  2025-03-21T10:37Z [----] followers, [---] engagements


"Portfolio update: +2.58% ytd Added more $FLOW today"  
[X Link](https://x.com/alvarofaraco/status/1908171360645378212)  2025-04-04T14:54Z [----] followers, [---] engagements


"Portfolio update (+12% ytd): Sold $FLOW Flow Traders Doubled $GOOG Alphabet"  
[X Link](https://x.com/alvarofaraco/status/1921948187172000012)  2025-05-12T15:18Z [----] followers, [---] engagements


"SoftBank $9984 🌝 Guess who owns 87% of $arm and 10% of OpenAI Together these stakes would be worth $828b by [----] according to Coatue Fantastic [--]. Today the whole shop trades for $87b. https://t.co/uEQ93IiqUQ Guess who owns 87% of $arm and 10% of OpenAI Together these stakes would be worth $828b by [----] according to Coatue Fantastic [--]. Today the whole shop trades for $87b. https://t.co/uEQ93IiqUQ"  
[X Link](https://x.com/alvarofaraco/status/1935433985573671130)  2025-06-18T20:26Z [----] followers, [---] engagements


"Portfolio +16.77% ytd Added SoftBank $9984 about a month ago (forgot to update)"  
[X Link](https://x.com/alvarofaraco/status/1935435458114375934)  2025-06-18T20:32Z [----] followers, [---] engagements


"Portfolio update +18.68% ytd Added Evolution $EVO last week"  
[X Link](https://x.com/alvarofaraco/status/1938537480531382725)  2025-06-27T09:58Z [----] followers, [---] engagements


"Flow Traders $FLOW needs a change of direction or it's going to zero"  
[X Link](https://x.com/alvarofaraco/status/1938538632375099735)  2025-06-27T10:03Z [----] followers, [---] engagements


"Nice business expensive stock $ABNB @JakeMRuth AirBnB PEG ratio is [----]. Even Microsoft is lower at [---]. Google is only [----]. (per Nasdaq site) AirBnB is relatively expensive on the expected PEG basis. @JakeMRuth AirBnB PEG ratio is [----]. Even Microsoft is lower at [---]. Google is only [----]. (per Nasdaq site) AirBnB is relatively expensive on the expected PEG basis"  
[X Link](https://x.com/alvarofaraco/status/1953397447356452919)  2025-08-07T10:06Z [----] followers, [---] engagements


"Portfolio update +27.33% ytd Sold $EVO yesterday Added some more $CTX today"  
[X Link](https://x.com/alvarofaraco/status/1956005871235797253)  2025-08-14T14:51Z [----] followers, [----] engagements


"Everyones looking at $UNH and what blows my mind is the $10m position that makes up 0.00% of the portfolio πŸ˜‚πŸ"  
[X Link](https://x.com/alvarofaraco/status/1956245042223350130)  2025-08-15T06:42Z [----] followers, [---] engagements


"Portfolio update +25.2% ytd Sold $AMS Amadeus Added $KSPI Kaspi .kz"  
[X Link](https://x.com/alvarofaraco/status/1972709979539882167)  2025-09-29T17:08Z [----] followers, [----] engagements


"OpenAI valuation"  
[X Link](https://x.com/alvarofaraco/status/1975274729574703597)  2025-10-06T18:59Z [----] followers, [---] engagements


"Again good results from ScS (half year 2018) $SCS: πŸ“ˆ EBITDA improved to 2.9m (2017: 0.1m) πŸ’ͺ Earnings per share of 0.1p (2017 loss: 5.6p) πŸ“Š Strong balance sheet with cash of 51.8m (2017: 36.8m) πŸ’° Interim dividend increased to 5.30p per share (2017: 4.90p)"  
[X Link](https://x.com/alvarofaraco/status/976587233074536448)  2018-03-21T22:31Z [----] followers, [--] engagements

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

@alvarofaraco Avatar @alvarofaraco Álvaro Faraco

Álvaro Faraco posts on X about $gud, $spot, $flow, $9434t the most. They currently have [-----] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

Engagements Line Chart

  • [--] Week [-----] +374%
  • [--] Month [-----] +584%
  • [--] Months [------] +97%
  • [--] Year [------] +259%

Mentions: [--] #

Mentions Line Chart

  • [--] Month [--] -50%
  • [--] Months [--] +40%
  • [--] Year [--] +182%

Followers: [-----] #

Followers Line Chart

  • [--] Week [-----] +0.23%
  • [--] Month [-----] no change
  • [--] Months [-----] +0.23%
  • [--] Year [-----] +0.41%

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

CreatorRank Line Chart

Social Influence

Social category influence stocks 31.82% cryptocurrencies 28.79% technology brands 24.24% finance 12.12% countries 9.09% social networks 1.52% exchanges 1.52%

Social topic influence $gud 12.12%, $spot 10.61%, $flow 10.61%, $9434t 6.06%, $aena 6.06%, $evo 4.55%, unrealized gains #230, $tap 4.55%, open ai 4.55%, meta 4.55%

Top accounts mentioned or mentioned by @firebathiro @valueinvest12 @grok @accioneafi @javieerdelvalle @fugaenvena @remindmeofthis @freephoenix18 @mavixleon @idbinvestor @thomasjohn84554 @minofopts @paperbozz @michaeljburry @lukemeiklejohn @renesellmann @josecdiez @holyfinance @tonesancanes @danielalgu1

Top assets mentioned Gud Tech (GUD) Spotify Technology (SPOT) Flow (FLOW) Evotec SE (EVO) Molson Coors Beverage Co Class B (TAP) Metadium (META) Kaspi.kz Joint Stock Company (KSPI) AmsterdamCoin (AMS) Cryptex Finance (CTX) Alphabet Inc Class A (GOOGL) Trade Desk, Inc. (TTD) Born in [--] (19) AAR Corp. (AIR) SpeedCash (SCS) Johnson & Johnson (JNJ) Brookfield Corporation (BN) Eden (EDEN) Arm Holdings plc (ARM) Airbnb, Inc. (ABNB) Microsoft Corp. (MSFT) UnitedHealth Group (UNH)

Top Social Posts

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

"@fugaenvena @RemindMe_OfThis on August [--] 2027"
X Link 2025-10-23T16:37Z [----] followers, [--] engagements

"@fugaenvena @RemindMe_OfThis Qu tal $EVO to"
X Link 2026-02-06T09:11Z [----] followers, [---] engagements

"$SPOT EPS [----] vs [----] expected In Spain we say "brutales" πŸ˜‰"
X Link 2026-02-10T11:03Z [----] followers, [---] engagements

"@AccionEAFI Lo del ndice Anthropic [---] me suena a cuando se deca que la Kings League iba a reemplazar a LaLiga"
X Link 2026-02-10T13:55Z [----] followers, [---] engagements

"New deep dive: Knight Therapeutics $GUD the Patient Empire. A decade-long case study in disciplined capital allocation quiet compounding and building a pan-American pharma platform without a lab. Read it here πŸ‘‡ https://open.substack.com/pub/faracowski/p/knight-therapeutics-the-patient-empire https://open.substack.com/pub/faracowski/p/knight-therapeutics-the-patient-empire"
X Link 2025-10-23T20:16Z [----] followers, [----] engagements

"Mr. Market has gone nuts. Just bought more $SPOT @ $406. Now 11% of my portfolio"
X Link 2026-02-05T19:39Z [----] followers, [----] engagements

"It looks cheap now $SPOT Mr. Market has gone nuts. Just bought more $SPOT @ $406. Now 11% of my portfolio. https://t.co/obNv61tx2n Mr. Market has gone nuts. Just bought more $SPOT @ $406. Now 11% of my portfolio. https://t.co/obNv61tx2n"
X Link 2026-02-10T15:09Z [----] followers, [----] engagements

"@Javieerdelvalle Est el Emergentes para meterle un all in"
X Link 2026-02-11T08:27Z [----] followers, [----] engagements

"@Javieerdelvalle Yo llevo [--] aos dentro y regular"
X Link 2026-02-11T08:29Z [----] followers, [---] engagements

"@value_invest12 No need for shitcoin. Practical example with a well-known stock. You buy $TTD stock in January [----] at $67. The value of the stock is $121 on December [--] [----]. You owe $19 in taxes. Flash forward March [--] [----]. The stock value is $46. Forced sale. You end up with $27"
X Link 2026-02-14T08:22Z [----] followers, [---] engagements

"@mavix_leon FY26 guidance is shit. I expected around 30% in revenue growth (as in January). Margins are decent though. Also the churn rate increased in kintone services which is the reason why the monthly revenue decreased MoM. It was cheap now at a fair price. What do you think"
X Link 2026-02-13T06:21Z [----] followers, [---] engagements

"@grok @Firebathiro @value_invest12 So there is no unrealized gains tax for stocks at 36% in Norway as it was hinted by the previous tweet. There is a wealth tax. This is very different from there new Netherlands' law"
X Link 2026-02-14T11:45Z [----] followers, [--] engagements

"@Firebathiro @value_invest12 @grok Is there an unrealized gains tax in place in Norway"
X Link 2026-02-14T11:40Z [----] followers, [--] engagements

"@grok @Firebathiro @value_invest12 @Firebathiro Do you understand how different it is a 1% tax on wealth vs a 36% tax on unrealized gains Nothing to do"
X Link 2026-02-14T12:56Z [----] followers, [--] engagements

"@grok @Firebathiro @value_invest12 Btw there is also a similar wealth tax in Spain and many other countries. However no country has a similar tax on unrealized capital gains as the one proposed in the Netherlands"
X Link 2026-02-14T12:59Z [----] followers, [--] engagements

"@IDBInvestor @AccionEAFI 20x FCF NTM pero 15x FCF 2027"
X Link 2026-02-14T13:46Z [----] followers, [--] engagements

"Hilo sobre Aryzta πŸ‘‡ $ARYN"
X Link 2018-08-09T17:17Z [----] followers, [--] engagements

"Posible fusin Taptica $TAP y RhythmOne $RTHM https://uk.reuters.com/article/us-rhythmone-m-a-taptica-intrntnl/video-advertiser-taptica-in-advanced-talks-to-buy-rhythmone-idUKKCN1PO0PW https://uk.reuters.com/article/us-rhythmone-m-a-taptica-intrntnl/video-advertiser-taptica-in-advanced-talks-to-buy-rhythmone-idUKKCN1PO0PW"
X Link 2019-01-30T08:11Z [----] followers, [--] engagements

"Business update de Figeac Aro $FGA (+5%): Optimismo. Siguen resistiendo. Skin in the game. https://www.figeac-aero.com/sites/default/files/cp_fga_ca_2020_21_vdef_uk.pdf https://www.figeac-aero.com/sites/default/files/cp_fga_ca_2020_21_vdef_uk.pdf"
X Link 2021-05-28T09:17Z [----] followers, [--] engagements

"$FLOW Flow Traders posts record fourth quarter results and the second-best fiscal year results in its 20-year history with 159.0m and 479.3m in Total Income respectively https://www.globenewswire.com/news-release/2025/02/13/3025593/0/en/Flow-Traders-4Q-and-FY-2024-Results.html https://www.globenewswire.com/news-release/2025/02/13/3025593/0/en/Flow-Traders-4Q-and-FY-2024-Results.html"
X Link 2025-02-13T08:08Z [----] followers, [---] engagements

"Just published my first write-up on Substack and it's about the Kazakh Super App with 70% ROE and a 6x forward P/E https://open.substack.com/pub/faracowski/p/kaspikz-how-to-build-a-digital-monopoly http://Kaspi.kz https://open.substack.com/pub/faracowski/p/kaspikz-how-to-build-a-digital-monopoly http://Kaspi.kz"
X Link 2025-10-07T20:11Z [----] followers, [----] engagements

"Sold Viscofan $VIS this morning. Even though I believe Hunterbrooks allegations lack scientific basis and will likely end in nothing or a small fine the companys reputation has been hit and will take time to recover"
X Link 2025-10-16T08:31Z [----] followers, [---] engagements

"@freephoenix18 If the macro picture improves a bit it's about double of the current share price. If Turkey's adventure goes well it can be much more"
X Link 2025-10-16T19:41Z [----] followers, [--] engagements

"@freephoenix18 You can read my deep dive: https://open.substack.com/pub/faracowski/p/kaspikz-how-to-build-a-digital-monopoly https://open.substack.com/pub/faracowski/p/kaspikz-how-to-build-a-digital-monopoly"
X Link 2025-10-16T19:45Z [----] followers, [--] engagements

"PayPal playing the OpenAI card 🚨BREAKING: PayPal has partnered with OpenAI to enable instant payments in ChatGPT https://t.co/wX1Sd2dj8M 🚨BREAKING: PayPal has partnered with OpenAI to enable instant payments in ChatGPT https://t.co/wX1Sd2dj8M"
X Link 2025-10-28T21:35Z [----] followers, [---] engagements

"Why $META booked a huge tax provision in Q3 [----] (for dummies): [--]. New U.S. law: OBBB It introduces a corporate minimum tax (CAMT). Even with tax credits/losses big companies cant go below a minimum tax level anymore"
X Link 2025-10-30T06:07Z [----] followers, [---] engagements

"@ThomasJohn84554 @minofopts @PaperBozz @michaeljburry And what if they are both right about the 5-6 year depreciation No one is cooked no one goes insolvent. In any case good luck shorting the best companies of the world"
X Link 2025-11-20T15:02Z [----] followers, [--] engagements

"Portfolio update +19.5% ytd [----] top contributors ( 0.5%): πŸ₯‡ SoftBank +9.4% πŸ₯ˆ Spotify +5.3% πŸ₯‰ Alphabet +3.7% πŸ₯‰ Flow Traders +3.7% πŸŽ– AENA +1.8% πŸŽ– Evolution +0.8% [----] top detractors ( 0.5%): πŸ’© JD .com 1.6% πŸ‘Ž Crescita 1.1% πŸ‘Ž Viscofan 0.7% πŸ‘Ž Fairfax India 0.5%"
X Link 2025-12-29T11:38Z [----] followers, [---] engagements

"Portfolio update: +23.74% ytd Sold $VIS Added to $GUD and $KSPI"
X Link 2025-10-16T14:24Z [----] followers, [----] engagements

"Portfolio update +21.14% ytd Sold $9984 SoftBank New position $PUIG Brands Added to $GUD Knight"
X Link 2025-11-05T15:23Z [----] followers, [---] engagements

"@luke_meiklejohn @ReneSellmann @grok Fair question. What would you say about this"
X Link 2025-11-23T06:09Z [----] followers, [--] engagements

"Great businesses of the airline industry (ROE20%) $AMS $AIR $AENA"
X Link 2025-01-10T11:13Z [----] followers, [----] engagements

"Cut by half my $SPOT position Planning to diversify the proceeds across $GUD $AENA and $4058"
X Link 2025-03-17T20:43Z [----] followers, [---] engagements

"Knight $GUD has announced two key product launches today: Minjuvi in Argentina Jornay PM in Canada Deep dive below πŸ‘‡ New deep dive: Knight Therapeutics $GUD the Patient Empire. A decade-long case study in disciplined capital allocation quiet compounding and building a pan-American pharma platform without a lab. Read it here πŸ‘‡ https://t.co/jIkIZlRs1U https://t.co/bWIiRQngW0 New deep dive: Knight Therapeutics $GUD the Patient Empire. A decade-long case study in disciplined capital allocation quiet compounding and building a pan-American pharma platform without a lab. Read it here πŸ‘‡"
X Link 2025-10-30T22:07Z [----] followers, [---] engagements

"Tremendous results from $GUD Knight: C$123M revenue in Q3 with 17.1% adj. EBITDA Id expect now C$500M next year. FY25 guidance raised: Revenue C$430440M (from 410420M) Adj. EBITDA 13.514.5% (from 13%) πŸš€ Solid momentum. https://investors.knighttx.com/English/news/news-details/2025/Knight-Therapeutics-Reports-Third-Quarter-2025-Results/default.aspx https://investors.knighttx.com/English/news/news-details/2025/Knight-Therapeutics-Reports-Third-Quarter-2025-Results/default.aspx"
X Link 2025-11-06T14:15Z [----] followers, [---] engagements

"ScS Group $SCS full year trading update: πŸ”₯ H2 like-for-like order intake declined by 2.6% hot weather πŸ“‰ FY like-for-like HoF concessions order intake down by 1.9% βœ… However overall FY like-for-like order intake increase of 0.2% πŸ‘ And overall FY order intake growth of 1.3%"
X Link 2018-08-08T08:33Z [----] followers, [--] engagements

"My investment thesis on Crescita Therapeutics $CTX https://drive.google.com/openid=1tP175WKjVoGuVhncly9KX7FgwYPW6LRk https://drive.google.com/openid=1tP175WKjVoGuVhncly9KX7FgwYPW6LRk"
X Link 2018-09-14T15:02Z [----] followers, [--] engagements

"Me subo al carro de Taptica International $TAP"
X Link 2018-10-24T13:05Z [----] followers, [--] engagements

"Taptica $TAP announces the new share buyback programme"
X Link 2019-06-14T06:14Z [----] followers, [--] engagements

"Wide moat $JNJ"
X Link 2020-08-19T15:43Z [----] followers, [--] engagements

"$GOOG $SPOT $META"
X Link 2023-04-27T12:58Z [----] followers, [---] engagements

"Han pasado ya [--] aos y [--] meses. 30% abajo por hacer caso al pollo este. @josecdiez mquina"
X Link 2023-12-20T09:23Z [----] followers, [--] engagements

"Sold $FLOW Feb16 '24 [----] Puts @ 0.45"
X Link 2024-01-11T11:11Z [----] followers, [---] engagements

"@HolyFinance Crack Me guardo el hilo para potencialmente copiarte alguna idea due diligence mediante πŸ˜‡"
X Link 2024-01-11T11:15Z [----] followers, [---] engagements

"Liquidated $TLGO Doubled down on $FLOW (5.5% of portfolio now)"
X Link 2024-02-08T09:03Z [----] followers, [---] engagements

"Liquidated my position in Bayer $BAYN with a sizable loss. Increased my position in Crescita $CTX (4.3% of portfolio now) and Flow Traders $FLOW (8.2%)"
X Link 2024-03-11T15:45Z [----] followers, [---] engagements

"@Tone_San_Can_Es S con lo que ha pasado y a este precio mucho ms bullish que hace un ao"
X Link 2024-03-29T08:03Z [----] followers, [--] engagements

"Btw yesterday I increased by 54% my position in $AENA at [------] per share"
X Link 2024-06-07T08:19Z [----] followers, [---] engagements

"@DanielAlGu1 A pesar de ello la veo a buen precio. Estar en mximos es el estado natural de una buena empresa πŸ˜„"
X Link 2024-06-07T10:53Z [----] followers, [--] engagements

"Portfolio update: Reduced $META position by 18% Increased $FIH.U position by 33% Doubled my position on $GUD"
X Link 2024-11-06T16:52Z [----] followers, [---] engagements

"Portfolio +57.4% ytd"
X Link 2024-12-02T21:00Z [----] followers, [----] engagements

"Portfolio update: +12.75% ytd Sold $BN Added $MELI"
X Link 2025-01-31T19:59Z [----] followers, [----] engagements

"Is there someone bagholding Edenred $EDEN around Any insights"
X Link 2025-03-08T13:11Z [----] followers, [---] engagements

"March portfolio update: +11.64% ytd Sold Pax Global $0327 Reduced Spotify $SPOT holdings by half Increased positions in $AENA and Knight $GUD New position in Toyokumo $4058"
X Link 2025-03-21T10:37Z [----] followers, [---] engagements

"Portfolio update: +2.58% ytd Added more $FLOW today"
X Link 2025-04-04T14:54Z [----] followers, [---] engagements

"Portfolio update (+12% ytd): Sold $FLOW Flow Traders Doubled $GOOG Alphabet"
X Link 2025-05-12T15:18Z [----] followers, [---] engagements

"SoftBank $9984 🌝 Guess who owns 87% of $arm and 10% of OpenAI Together these stakes would be worth $828b by [----] according to Coatue Fantastic [--]. Today the whole shop trades for $87b. https://t.co/uEQ93IiqUQ Guess who owns 87% of $arm and 10% of OpenAI Together these stakes would be worth $828b by [----] according to Coatue Fantastic [--]. Today the whole shop trades for $87b. https://t.co/uEQ93IiqUQ"
X Link 2025-06-18T20:26Z [----] followers, [---] engagements

"Portfolio +16.77% ytd Added SoftBank $9984 about a month ago (forgot to update)"
X Link 2025-06-18T20:32Z [----] followers, [---] engagements

"Portfolio update +18.68% ytd Added Evolution $EVO last week"
X Link 2025-06-27T09:58Z [----] followers, [---] engagements

"Flow Traders $FLOW needs a change of direction or it's going to zero"
X Link 2025-06-27T10:03Z [----] followers, [---] engagements

"Nice business expensive stock $ABNB @JakeMRuth AirBnB PEG ratio is [----]. Even Microsoft is lower at [---]. Google is only [----]. (per Nasdaq site) AirBnB is relatively expensive on the expected PEG basis. @JakeMRuth AirBnB PEG ratio is [----]. Even Microsoft is lower at [---]. Google is only [----]. (per Nasdaq site) AirBnB is relatively expensive on the expected PEG basis"
X Link 2025-08-07T10:06Z [----] followers, [---] engagements

"Portfolio update +27.33% ytd Sold $EVO yesterday Added some more $CTX today"
X Link 2025-08-14T14:51Z [----] followers, [----] engagements

"Everyones looking at $UNH and what blows my mind is the $10m position that makes up 0.00% of the portfolio πŸ˜‚πŸ"
X Link 2025-08-15T06:42Z [----] followers, [---] engagements

"Portfolio update +25.2% ytd Sold $AMS Amadeus Added $KSPI Kaspi .kz"
X Link 2025-09-29T17:08Z [----] followers, [----] engagements

"OpenAI valuation"
X Link 2025-10-06T18:59Z [----] followers, [---] engagements

"Again good results from ScS (half year 2018) $SCS: πŸ“ˆ EBITDA improved to 2.9m (2017: 0.1m) πŸ’ͺ Earnings per share of 0.1p (2017 loss: 5.6p) πŸ“Š Strong balance sheet with cash of 51.8m (2017: 36.8m) πŸ’° Interim dividend increased to 5.30p per share (2017: 4.90p)"
X Link 2018-03-21T22:31Z [----] followers, [--] engagements

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

creator/x::alvarofaraco
/creator/x::alvarofaraco