#  @jakubhajost Marlowe πΈππ§ Marlowe πΈππ§ posts on X about $inpst, in the, poland, business the most. They currently have [---------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::327915492/interactions)  - [--] Week [------] -20% - [--] Month [-------] -44% - [--] Months [-------] +148% - [--] Year [---------] -30% ### Mentions: [--] [#](/creator/twitter::327915492/posts_active)  - [--] Week [--] +17% - [--] Month [---] -17% - [--] Months [---] +1,266% - [--] Year [---] +521% ### Followers: [---------] [#](/creator/twitter::327915492/followers)  - [--] Week [-----] -0.16% - [--] Month [-----] +0.46% - [--] Months [-----] +13% - [--] Year [-----] +44% ### CreatorRank: undefined [#](/creator/twitter::327915492/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 27.74% [countries](/list/countries) 12.41% [stocks](/list/stocks) 10.95% [financial services](/list/financial-services) #2606 [technology brands](/list/technology-brands) 3.65% [fashion brands](/list/fashion-brands) 2.19% [currencies](/list/currencies) 2.19% [luxury brands](/list/luxury-brands) 1.46% [social networks](/list/social-networks) 0.73% [travel destinations](/list/travel-destinations) 0.73% **Social topic influence** [$inpst](/topic/$inpst) 29.2%, [in the](/topic/in-the) 7.3%, [poland](/topic/poland) 6.57%, [business](/topic/business) 5.11%, [ceo](/topic/ceo) 4.38%, [if you](/topic/if-you) 4.38%, [market](/topic/market) 3.65%, [investment](/topic/investment) 3.65%, [flow](/topic/flow) 3.65%, [future](/topic/future) 2.92% **Top accounts mentioned or mentioned by** [@renesellmann](/creator/undefined) [@rbrzoska](/creator/undefined) [@jakebarfield](/creator/undefined) [@igorzmitrovich](/creator/undefined) [@investlikeiroh](/creator/undefined) [@fedex](/creator/undefined) [@tkog65](/creator/undefined) [@marcinbillewicz](/creator/undefined) [@nicolaitang1](/creator/undefined) [@stonkmetal](/creator/undefined) [@tawimm](/creator/undefined) [@theproinvest](/creator/undefined) [@zetor189](/creator/undefined) [@gieldowiec](/creator/undefined) [@bankrucik1](/creator/undefined) [@the_pro_invest](/creator/undefined) [@jan07540417](/creator/undefined) [@stocktavia](/creator/undefined) [@fximba](/creator/undefined) [@sacrimoninyc](/creator/undefined) **Top assets mentioned** [Novo-Nordisk (NVO)](/topic/$nvo) [British American Tobacco (BTI)](/topic/british-american-tobacco) [Alphabet Inc Class A (GOOGL)](/topic/$googl) ### Top Social Posts Top posts by engagements in the last [--] hours "Po raz pierwszy od [----] roku indeks AEX nie skada si ju z [--] a z [--] spek. Dzi CVC Capital Partners #InPost JDE Peet's Just Eat Takeaway i WDP doczaj do czowki spek notowanych na Damrak. https://www.deaandeelhouder.nl/nieuws/2025/09/22/aex-start-handelsweek-vermoedelijk-nipt-in-het-groen-5/ https://www.deaandeelhouder.nl/nieuws/2025/09/22/aex-start-handelsweek-vermoedelijk-nipt-in-het-groen-5/" [X Link](https://x.com/jakubhajost/status/1970023527022489847) 2025-09-22T07:13Z [----] followers, [----] engagements "@stocktavia Connor Clark & Lunn powikszy krtk pozycj [--] stycznia i [--] stycznia. Two Sigma zacz pozycj krtk [--] stycznia. Arrowstreet Capital [--] grudnia. W jakich cenach otwierali jaka jest teraz Jeli to nie jest definicja ognia pod dup to nie wiem co ni jest" [X Link](https://x.com/jakubhajost/status/2021509193342108013) 2026-02-11T08:58Z [----] followers, [---] engagements "Asymmetry of my position (downside if the deal collapses versus upside from now to 15.60) says I should sell. Then why the hell am I holding on to my #InPost shares like a fucking fanatic Or lunatic I thought long and hard about it" [X Link](https://x.com/jakubhajost/status/2022057805709291768) 2026-02-12T21:18Z [----] followers, [---] engagements "A few thousand shares stopped the management authorisation to issue [--] billion new shares. So maybe now a few thousand shares may stop delisting It's not hope. It's a stance. From my POV worst case scenario I'm forced to sell with 40% profit. I won't sell willingly" [X Link](https://x.com/anyuser/status/2022072444883021859) 2026-02-12T22:16Z [----] followers, [---] engagements "I am highly satisfied with top ten holdings average purchase prices: InPost @ [--] Alibaba @ $92.38 Text SA @ 52zl Dino Polska @ 40.2zl British American Tobacco @ [-----] ING Bank lski @ 134.20zl Celsius Holdings @ $27.91 Vindexus @ 7.43zl CI Games @ 1.63zl PZU @ 27.16zl" [X Link](https://x.com/jakubhajost/status/2006333978626961699) 2025-12-31T11:57Z [----] followers, [---] engagements "Funny how #Burberry $BRBY.L is going up 5% on trading update that basically said "revenue up 1%" and #InPost $INPST opened sharply down to now doing basically nothing on news of 25% growth in parcel volumes and 30% growth in APM network. Gotta love the stock market. π€·πΌβ" [X Link](https://x.com/jakubhajost/status/2013893294896394262) 2026-01-21T08:35Z [----] followers, [----] engagements "Imagine buying #Ubisoft in [----] and after so many years of holding you watch them go full woke. It's 91.27% below the IPO price π€― $UBI.PA" [X Link](https://x.com/jakubhajost/status/2016420783157911929) 2026-01-28T07:59Z [----] followers, [----] engagements "Despite Kuvari Partners Qube Research Citadel Advisors Kintbury Capitaland Wellington Management short positions going to zero there are some new shorters emerging over 0.5% threshold in #InPost. Connor Clark Arrowstreet Two Sigma Capital Fund Management. $INPST" [X Link](https://x.com/jakubhajost/status/2016844428007051374) 2026-01-29T12:02Z [----] followers, [----] engagements "Ka-boom A Polish court has ordered Allegro to stop favouring its own delivery and to display all delivery options equally including #InPost It's a clear legal setback for Allegros logistics ambitions and supports InPosts claim that Allegro abused its platform power. $INPST" [X Link](https://x.com/jakubhajost/status/2017044533221945353) 2026-01-30T01:17Z [----] followers, [----] engagements "Orlen failed to unload its burden of unprofitable locker network onto Poczta Polska. Now it will have to finance it for longer. Maybe #InPost could take it over if the price was right $INPST https://www.orlen.pl/pl/relacje-inwestorskie/raporty-i-publikacje/raporty-biezace/2026/01/Raport-biezacy-nr-1-2026 https://www.orlen.pl/pl/relacje-inwestorskie/raporty-i-publikacje/raporty-biezace/2026/01/Raport-biezacy-nr-1-2026" [X Link](https://x.com/jakubhajost/status/2018603260660330770) 2026-02-03T08:31Z [----] followers, [----] engagements "There is something coming from #InPost for sure. Not sure what but notice the future references here in the CEO @RBrzoska LinkedIn profile and in new Inpost hire for social media and communication manager - Anna Cecocho. Brand is getting ready for some announcements. $INPST" [X Link](https://x.com/jakubhajost/status/2019832980437610880) 2026-02-06T17:58Z [----] followers, [----] engagements "If you ever thought that #InPost moat is only in metal boxes think again. Here's an account of an international transport company owner that recently on occasion worked with InPost: Read it to see the difference. $INPST Translated snaps below. https://www.linkedin.com/posts/albert-g%C3%B3rny-52518a210_paczkomat-share-7425150931643645952-ufQL https://www.linkedin.com/posts/albert-g%C3%B3rny-52518a210_paczkomat-share-7425150931643645952-ufQL" [X Link](https://x.com/jakubhajost/status/2020126086546272748) 2026-02-07T13:22Z [----] followers, [----] engagements "And if you are wondering if Royal Mail is a threat to #InPost $INPST success in the UK. Think again. π" [X Link](https://x.com/jakubhajost/status/2020131482837119022) 2026-02-07T13:44Z [----] followers, [---] engagements "#InPost is hiring some talents in Netherlands π₯ Jorin Aardoom from DPD Nederland to Inpost Group. Christian de Vries from Sendcloud to InPost NL In line with planned APM deployments in the Netherlands in [----]. $INPST" [X Link](https://x.com/jakubhajost/status/2020147447687778305) 2026-02-07T14:47Z [----] followers, [----] engagements "Chill out people. Let me read the announcement I just woke up. One thing I can tell you right now. I am never selling #InPost for anything below [--] unless I'm forced to. $INPST" [X Link](https://x.com/jakubhajost/status/2020821958615568468) 2026-02-09T11:27Z [----] followers, [----] engagements "@Tawimm Yes I estimate 90% chances of InPost going private at this time" [X Link](https://x.com/jakubhajost/status/2020841207627444723) 2026-02-09T12:44Z [----] followers, [---] engagements "You've been waiting for my comment on this development. I have a lot of thoughts. They boil down to this: Don't agree to any tender offer below intrinsic value. We only need 20.0001% not to agree and the deal is off. I don't think @NicolaiTang1 will take it. #InPost $INPST Konsorcjum Inwestorw wesprze dalszy rozwj InPost Group Konsorcjum zoone z firm: Advent Investment A&R Investments Ltd. @FedEx Corporation oraz PPF Group zawary porozumienie w sprawie oferty nabycia wszystkich akcji InPost S.A. po cenie [----] EUR za akcj Transakcja https://t.co/uivqVc3NJR Konsorcjum Inwestorw wesprze dalszy" [X Link](https://x.com/jakubhajost/status/2020893655985172942) 2026-02-09T16:12Z [----] followers, [----] engagements "If there are more investors with long-term value growth mindset who understand the prospects and potential of #InPost Then I think we can stop the deal or at least get a lot better offer. Remember there are annual results coming in agentic AI in development" [X Link](https://x.com/jakubhajost/status/2020895395279241552) 2026-02-09T16:19Z [----] followers, [----] engagements "Was I happy that Mars bought Hotel Chocolat Of course not It was my Sees Candy But I was happy that I didn't buy it for [--] only after it crashed to [----] and added at [----] [----] [----]. Final price - [----] Lesson Buy below intrinsic value and hold" [X Link](https://x.com/jakubhajost/status/2020901959868293145) 2026-02-09T16:45Z [----] followers, [---] engagements "Either you will make a lot of money with wonderful business growing and delivering more and more returns or at least you're very unlikely to lose money. Back to #InPost. I estimate intrinsic value at 18-22 Ergo I won't sell unless forced to" [X Link](https://x.com/jakubhajost/status/2020902386584187161) 2026-02-09T16:47Z [----] followers, [---] engagements "And finally at [-----] the current price of #InPost my XIRR is 23%. Thats the annualised return accounting for timing position size and entry prices. A stellar result by any standard and one that will only improve at [-----]. Im happy with it" [X Link](https://x.com/jakubhajost/status/2020904858333655317) 2026-02-09T16:57Z [----] followers, [---] engagements "@stonkmetal @NicolaiTang1 We all like alignment. Yet there's money to be made in companies partially owned by governments in companies with no founders involved. And sometimes founders have better opportunities than waiting for the silly market to recognise value in their companies. π€·πΌβ" [X Link](https://x.com/jakubhajost/status/2020918353808805917) 2026-02-09T17:50Z [----] followers, [---] engagements "@stonkmetal @NicolaiTang1 I prefer being rational not emotional about this. So in not giving away 3.5% gap between now and [-----]. And I think the deal can still not go through at this price. If it goes through I will have made good money anyway. I'd prefer it to not go through but it is what it is" [X Link](https://x.com/jakubhajost/status/2020918990990655878) 2026-02-09T17:53Z [----] followers, [---] engagements "@Tkog65 Would you rather the stock tanked to 6-7 euros and got hostile takeover for [--] euros by amazon It's like in the story about the farmer. Can you tell if it's good or bad" [X Link](https://x.com/jakubhajost/status/2021154326496883066) 2026-02-10T09:28Z [----] followers, [--] engagements "@igorzmitrovich @ReneSellmann That's entirely your choice. But I can see a lot more optionality here. The priced anchored at [-----] euros now and that's a steal. Have you seen the volume yesterday All the shorts running away. Can you imagine Norges Bank (or someone) swooping in and getting 21% I can" [X Link](https://x.com/jakubhajost/status/2021155355783266361) 2026-02-10T09:32Z [----] followers, [--] engagements "@igorzmitrovich @ReneSellmann I know annual results will be great. I know how far this business can grow and what's coming. Other players know too. And now the price is basically locked at [-----] which is still well below the value of this business. With slaughtered shorts and massive upside" [X Link](https://x.com/jakubhajost/status/2021155806826143915) 2026-02-10T09:34Z [----] followers, [--] engagements "@igorzmitrovich @ReneSellmann A value/growth oriented player can just get up to 21% shares in coming months at guaranteed price stop the deal easily and unlock the wildest ride you've ever seen. At this point for me it's 50/50. Either I get extra 35% in a few months or a lot more" [X Link](https://x.com/jakubhajost/status/2021156162461221076) 2026-02-10T09:35Z [----] followers, [--] engagements "@investlikeiroh @Jake___Barfield Buyout fail does not mean price goes down :) There are scenarios in which price goes up significantly. Have you seen the volume yesterday These were shorts running away. In one move the company shook of weak hands and short sellers" [X Link](https://x.com/jakubhajost/status/2021166386152640915) 2026-02-10T10:16Z [----] followers, [--] engagements "@investlikeiroh @Jake___Barfield Now are you 100% sure no one is building a 21% position right now when price is nicely anchored at [-----] still massively undervalued Norges Bank Someone else A lot of big players might use this locked price opportunity to swoop in and block the deal" [X Link](https://x.com/jakubhajost/status/2021166742765023487) 2026-02-10T10:17Z [----] followers, [--] engagements "@The_Pro_Invest @investlikeiroh @Jake___Barfield Yeah ignore everything I just said that will get you far in conversation" [X Link](https://x.com/jakubhajost/status/2021171336656064944) 2026-02-10T10:36Z [----] followers, [--] engagements "@The_Pro_Invest @investlikeiroh @Jake___Barfield Have you got any idea how many shares is 3.2% Do you realise these are only short sellers above 0.5% Have you seen volume yesterday All we need to do is not sell them shares" [X Link](https://x.com/jakubhajost/status/2021180753271292308) 2026-02-10T11:13Z [----] followers, [--] engagements "@Tkog65 @MarcinBillewicz @Jake___Barfield Not necessarily. I'm trying to explain it to you in the most delicate way. In one move Brzoska shook off short sellers weak hands proved value of the company involved FedEx in future growth and he left it to the market to decide. It's dead easy to stop Inpost going private" [X Link](https://x.com/jakubhajost/status/2021188192829841489) 2026-02-10T11:43Z [----] followers, [--] engagements "@Tkog65 @MarcinBillewicz @Jake___Barfield But the value unlocked by this development will not go away even if the deal falls apart. I consider it a stroke of genius. But I'm not emotional about it" [X Link](https://x.com/jakubhajost/status/2021188452222415075) 2026-02-10T11:44Z [----] followers, [--] engagements "As my thoughts crystallise more I am actually impressed by @RBrzoska move here and I consider it a stroke of genius. Keep emotions aside and hear me out. #InPost $INPST You've been waiting for my comment on this development. I have a lot of thoughts. They boil down to this: Don't agree to any tender offer below intrinsic value. We only need 20.0001% not to agree and the deal is off. I don't think @NicolaiTang1 will take it. #InPost $INPST You've been waiting for my comment on this development. I have a lot of thoughts. They boil down to this: Don't agree to any tender offer below intrinsic" [X Link](https://x.com/jakubhajost/status/2021191530120200475) 2026-02-10T11:56Z [----] followers, [----] engagements "In one move he: - Unlocked value discovery of Inpost (only [--] a month ago) - Proved quality of the business - Involved @fedex in future growth - Shook off weak hands & short sellers And now he says: Here is a fair exit. Take it it you want. If not prove me wrong publicly" [X Link](https://x.com/jakubhajost/status/2021191531919499633) 2026-02-10T11:56Z [----] followers, [----] engagements "@FedEx It's a win/win for everyone unless you understand stock market differently than I do and you imagine investors as only people who bought at IPO and never used the opportunity to add to a position at much lower levels. Why it's a win/win to everyone" [X Link](https://x.com/jakubhajost/status/2021192632513229070) 2026-02-10T12:00Z [----] followers, [---] engagements "Whether #InPost goes private or stays public: - the unlocked value and slaughtered shorters are a fact now - CEO will benefit anyway - Smart shareholders will realise profit or benefit from InPost staying public - FedEx probably will stay involved anyway - InPost will grow" [X Link](https://x.com/jakubhajost/status/2021193388117156270) 2026-02-10T12:03Z [----] followers, [---] engagements "But here's the optional part: Inpost has not been sold yet. It's far from over. 80% of shares must actively accept tender offer for delisting to materialise. And the price is anchored at [-----] ALMOST 50% BELOW CASH FLOW VALUATION" [X Link](https://x.com/jakubhajost/status/2021193813025255814) 2026-02-10T12:05Z [----] followers, [---] engagements "If you think no one else can see it and use this opportunity to build a position big enough to stop delisting. If you think the CEO betrayed minority shareholders. If you're fine letting go 3.5% gap between now and [-----]. Then I can understand selling now" [X Link](https://x.com/jakubhajost/status/2021194338491850939) 2026-02-10T12:07Z [----] followers, [---] engagements "However if you understand the value prospects developments and potential of #InPost and can imagine that there's still a lot of optionality left there. Then I can't advise I don't have certification to do it. I can only repeat that I would not accept the tender" [X Link](https://x.com/jakubhajost/status/2021194832853585938) 2026-02-10T12:09Z [----] followers, [---] engagements "There's a case to be made that by cash flow only Inpost could be valued around [--] per share. Add to it "going private premium". And you should understand why I repeatedly stated that I won't sell my shares below [--] unless I'm forced to. [-----] means fuck all to mem" [X Link](https://x.com/jakubhajost/status/2021195780468744352) 2026-02-10T12:13Z [----] followers, [---] engagements "CEO perspective: Either it goes private he increases his stake and company's maneuverability Or it stays public and with unlocked value discovery and partnership with FedEx his stake grows anyway. Win/win" [X Link](https://x.com/jakubhajost/status/2021199132678029662) 2026-02-10T12:26Z [----] followers, [---] engagements "And everyone seems to forget that InPost could have increased debt overstrech investment and sacrifice earnings for growth pace. How much would the stock cost then [--] I would buy more at that price but would you" [X Link](https://x.com/jakubhajost/status/2021199902416699770) 2026-02-10T12:29Z [----] followers, [---] engagements "@fx_imba @RBrzoska Mylisz e zarzd ma wpyw na kurs akcji Wyniki finansowe bij rekordy wzrost przyspiesza liczba paczkomatw ronie liczba partnerw ronie dyscyplina finansowa wysoka brak zych wiadomoci z #InPost Jak niby zbijali t cen To samo mogli zrobi jak Inpost by po 4" [X Link](https://x.com/jakubhajost/status/2021201197747810375) 2026-02-10T12:34Z [----] followers, [--] engagements "@investlikeiroh @Jake___Barfield Do you think short sellers will hold their positions" [X Link](https://x.com/jakubhajost/status/2021315293281136700) 2026-02-10T20:08Z [----] followers, [--] engagements "@investlikeiroh @Jake___Barfield Marshall Wace already almost liquidated their positon. Few weeks from now there will be no shorts whatsoever. Honestly shareholders selling now and allowing shorters to escape easily are the dumbest of the sort" [X Link](https://x.com/jakubhajost/status/2021316252627550571) 2026-02-10T20:12Z [----] followers, [--] engagements "You think I'm wrong I get that. Yet Marshall Wace liquidated their positon almost fully. Look at the DISCLOSED short interest since beginning of January. There's a fire under shorters' asses. #InPost $INPST As my thoughts crystallise more I am actually impressed by @RBrzoska move here and I consider it a stroke of genius. Keep emotions aside and hear me out. #InPost $INPST As my thoughts crystallise more I am actually impressed by @RBrzoska move here and I consider it a stroke of genius. Keep emotions aside and hear me out. #InPost $INPST" [X Link](https://x.com/jakubhajost/status/2021317315917132172) 2026-02-10T20:16Z [----] followers, [----] engagements "Heh kiedy takim artem pojechaem w kierunku pikarza premier league π Ludzie na to "man he's a footballer" A ja oczywicie "I wouldn't know but anyway do I look like I give a fuck" Pikarz do dzisiaj adnie si ze mn wita π @SacrimoniNYC Wiesz od matki jak gboko dam rad @SacrimoniNYC Wiesz od matki jak gboko dam rad" [X Link](https://x.com/jakubhajost/status/2021384865724133814) 2026-02-11T00:44Z [----] followers, [---] engagements "#InPost opened a state-of-the-art sorting facility in Madrid capable of sorting [------] parcels per hour. It brings Iberian InPost numbers to [--] warehouses [--] hubs [---] local agencies [-----] PUDOs & APMs. $INPST https://business-people.es/economia/hasta-20-mil-paquetes-por-hora-inpost-abre-nuevo-centro-logistico-en-madrid/ https://business-people.es/economia/hasta-20-mil-paquetes-por-hora-inpost-abre-nuevo-centro-logistico-en-madrid/" [X Link](https://x.com/jakubhajost/status/2021493767816216814) 2026-02-11T07:57Z [----] followers, [---] engagements "Across the years I've done deep work. Multi-year accumulation. Understanding unit economics. Tracking international expansion short interest strategic messaging. I discovered Menzies acquisition before they announced it" [X Link](https://x.com/jakubhajost/status/2022058911612936288) 2026-02-12T21:23Z [----] followers, [---] engagements "I studied the company to the core and elevated my knowledge beyond what any local manager of Inpost ever could or will. That gave me so much confidence to buy the dips. And I've learned forever that buying well below intrinsic value protects not only from market folly" [X Link](https://x.com/jakubhajost/status/2022059593590026328) 2026-02-12T21:25Z [----] followers, [---] engagements "#mondialrelay or the French operation of #InPost group reached [-----] APMs in France. $INPST https://itrnews.com/articles/208807/mondial-relay-by-inpost-franchit-le-cap-des-10-000-lockers-en-france.html https://itrnews.com/articles/208807/mondial-relay-by-inpost-franchit-le-cap-des-10-000-lockers-en-france.html" [X Link](https://x.com/anyuser/status/2022414583210864640) 2026-02-13T20:56Z [----] followers, [---] engagements "Fitch Places #inpost on Rating Watch Negative on Recommended All-Share Offer. They expect that the debt used to take Inpost private will be dumped on Inpost increasing leverage to 5x or even 6x. All the more reasons to reject tender offer. $INPST https://www.fitchratings.com/research/corporate-finance/fitch-places-inpost-on-rating-watch-negative-on-recommended-all-share-offer-13-02-2026 https://www.fitchratings.com/research/corporate-finance/fitch-places-inpost-on-rating-watch-negative-on-recommended-all-share-offer-13-02-2026" [X Link](https://x.com/anyuser/status/2022421989680710032) 2026-02-13T21:25Z [----] followers, [---] engagements "I've done a thought experiment in which you try escape poverty and in first ten years of your adult life you manage to invest 100k. You're [--]. 100k of hard earned and taxed and saved money invested. Your investment grows by 8% a year but you don't have cash flow to pay tax. BREAKING: Netherlands House of Representatives has approved a 36% tax on unrealized capital gains. BREAKING: Netherlands House of Representatives has approved a 36% tax on unrealized capital gains" [X Link](https://x.com/jakubhajost/status/2022740239362723926) 2026-02-14T18:30Z [----] followers, [---] engagements "So each year you have to sell a little. Let's say you invested in one company at [--] per share. You bought [--] thousand shares. After first year it's worth 108k at [-----] per share. On 8k paper profit you have to pay [----] tax. You don't have cash" [X Link](https://x.com/jakubhajost/status/2022740243317919986) 2026-02-14T18:30Z [----] followers, [--] engagements "So you sell [---] shares to get [----] plus fees. You pay your tax. You've got [----] shares. Next year they are up 8%. [-----] x [----] = [------] . Do it for [--] years. You were right your investment grows business develops" [X Link](https://x.com/jakubhajost/status/2022740246949974214) 2026-02-14T18:30Z [----] followers, [--] engagements "After [--] years you have paid about 560k tax you have [----] shares as each year you sold a little to cover paper profit tax. Each share costs now [------] So your investment is now worth 447k. But in next two years the stock declines 90% to your original purchase price" [X Link](https://x.com/jakubhajost/status/2022740260699148400) 2026-02-14T18:30Z [----] followers, [--] engagements "ALDI in the UK reached a milestone of #InPost lockers installed at [---] of its shops at the end of [----]. $INPST https://www.dailyecho.co.uk/news/national/uk-today/25783171.aldi-confirms-change-50-stores-week-inpost-lockers/ https://www.dailyecho.co.uk/news/national/uk-today/25783171.aldi-confirms-change-50-stores-week-inpost-lockers/" [X Link](https://x.com/jakubhajost/status/2013946080392610109) 2026-01-21T12:05Z [----] followers, [---] engagements "Yeah that's obvious: lockers first home delivery second PUDOs only when it's absolutely unavoidable. The UK is heading for margin improvements. #InPost $INPST https://www.betterretailing.com/inpost-2026-results-pudo-change/ https://www.betterretailing.com/inpost-2026-results-pudo-change/" [X Link](https://x.com/jakubhajost/status/2013946668324966426) 2026-01-21T12:07Z [----] followers, [---] engagements "Yeah looking at Q4 APM volumes in Poland I'm sure the shorts have regained some hope. Remains to be seen if it's a temporary slow down ecommerce situation or is it a start of decline due to competition. It can shape the view of the future of #InPost so it's vital. $INPST Tomorrow might be a judgement day for shorts. I can't believe they still hold positions I wouldn't have balls to do that knowing what I know about #InPost. But market is market. Can go insane whatever the results I guess. What do you think guys Tomorrow might be a judgement day for shorts. I can't believe they still hold" [X Link](https://x.com/jakubhajost/status/2014002812439412947) 2026-01-21T15:51Z [----] followers, [----] engagements "@Zetor189 And of course there's a limit to how many extensions can be added to an APM. [--] to [--] modules behemoths in Poland can hardly be extended. So it makes more sens to redirect some flows to home delivery especially at the peak. But main point is: PARCEL FLOWS GROW IN POLAND" [X Link](https://x.com/jakubhajost/status/2014008677699641560) 2026-01-21T16:14Z [----] followers, [---] engagements "@Zetor189 There is no shrinkage in Inpost Polish business and there is massive growth abroad. And who knows maybe focusing on quality brought better financials We'll find out about that in March. Again patience is key" [X Link](https://x.com/jakubhajost/status/2014009718222578120) 2026-01-21T16:18Z [----] followers, [---] engagements "My thoughts on #InPost allegedly losing market share in Poland Remember all the fallen iPhone killers. Remember all the search engines that were supposed to kill Google. Remember every marketplace that was supposed to eat Amazon's lunch. $INPST" [X Link](https://x.com/jakubhajost/status/2014253163885318342) 2026-01-22T08:25Z [----] followers, [----] engagements "InPost consequently and with great focus executes the strategy of increasing parcel flows into its network. Parcels flow from multiple sources. But also InPost has near monopoly on returns in Poland. So courier vans never come back empty" [X Link](https://x.com/jakubhajost/status/2014253777574846939) 2026-01-22T08:28Z [----] followers, [---] engagements "Compare it to what I said yesterday about #Burberry. 1% revenue growth 3% like for like. And the stock goes bananas. InPost sets new records on every market and the stock tanks. Ignore the noise and daily fits - focus on busins quality. https://x.com/i/status/2013893294896394262 Funny how #Burberry $BRBY.L is going up 5% on trading update that basically said "revenue up 1%" and #InPost $INPST opened sharply down to now doing basically nothing on news of 25% growth in parcel volumes and 30% growth in APM network. Gotta love the stock market. π€·πΌβ https://x.com/i/status/2013893294896394262" [X Link](https://x.com/jakubhajost/status/2014263349668618336) 2026-01-22T09:06Z [----] followers, [---] engagements "That's what I think. I am biased of course. I have 35% of my portfolio in InPost. But am I biased because of big stake or do I have a big stake because I am biased. And does my conviction stem from research of being blindly biased Hm" [X Link](https://x.com/jakubhajost/status/2014265993078448581) 2026-01-22T09:16Z [----] followers, [---] engagements "That gorgeous #InPost Bloqit-made locker just went live in Wheatacre one of the smallest Norfolk villages. It's powered by solar panels & can hold over [---] parcels. Before Wheatacre locals had to travel [--] miles to nearest Inpost locker or Post Office. $INPST Look at this beautiful Bloqit locker installed by #InPost in one of the smallest villages in Norfolk - Wheatacre. It comprises of [--] double modules giving it capacity of over [---] compartments. The village doesn't have a post office but it has Inpost (not active yet). $INPST https://t.co/YFwV4QvVyL Look at this beautiful Bloqit locker" [X Link](https://x.com/jakubhajost/status/2014286901394452565) 2026-01-22T10:39Z [----] followers, [----] engagements "Some media in Poland notice that the newest #InPost service #InPostEasy can successfully replace expensive airline luggage. Instead of paying for hold luggage one can send it via InPost Lockers where they operate. makes it easy. https://natemat.pl/638911koniec-z-doplata-za-bagaz-w-ryanairze-na-ten-ruch-inpostu-czekali-polacy http://Inposteasy.com https://natemat.pl/638911koniec-z-doplata-za-bagaz-w-ryanairze-na-ten-ruch-inpostu-czekali-polacy http://Inposteasy.com" [X Link](https://x.com/jakubhajost/status/2014287971986366599) 2026-01-22T10:44Z [----] followers, [---] engagements "I think that's the main point here. If Allegro took 20% of parcel volume away from #InPost then how come InPost's volume grew so much Either they didn't take so much or InPost found a way to grow regardless. Both answers are bullish. $INPST Undeniable fact is also that InPost grows in every market they operate in. If Allegro took 20% of parcel flows how could Inpost still grow their volumes Something doesn't add up here. Either Allegro didn't take that much or InPost found a way to grow regardless. Undeniable fact is also that InPost grows in every market they operate in. If Allegro took 20%" [X Link](https://x.com/jakubhajost/status/2014368103224721502) 2026-01-22T16:02Z [----] followers, [----] engagements "#InPost in Spain is looking for a fulfillment specialist meaning they are going to start offering fulfillment services in Europe (not sure if they don't offer it already at Mondial Relay). Looks like Europe will start getting the full InPost treatment known in Poland. $INPST" [X Link](https://x.com/jakubhajost/status/2014698370518987258) 2026-01-23T13:54Z [----] followers, [---] engagements "#DinoPolska Barclays cute target price to [--] pln from [----] pln. $DNP.WA" [X Link](https://x.com/jakubhajost/status/2014704727666106426) 2026-01-23T14:20Z [----] followers, [---] engagements "#NovoNordisk's Wegovy pill was prescribed [-----] times in the U.S. in the first full week after its launch. This is becoming a very good situation for $NVO https://finance.yahoo.com/news/novos-wegovy-pill-tracks-18-123235063.html https://finance.yahoo.com/news/novos-wegovy-pill-tracks-18-123235063.html" [X Link](https://x.com/jakubhajost/status/2014705697557033075) 2026-01-23T14:24Z [----] followers, [---] engagements "#InPost delivery van cought fire on S1 road (the part connecting Bielsko-Biaa and ywiec) in Wilkowice on Thursday. Putting out the fire caused blockage on the road and traffic issues. No information on the driver hopefully he/she is OK" [X Link](https://x.com/jakubhajost/status/2014709873326301365) 2026-01-23T14:40Z [----] followers, [---] engagements "In the UK they've just learnt not to mess with #InPost. Yesterday the court awarded Yodel indemnity costs and required Corja and Shift to make a multi-million pound interim payment in respect of those costs. This is a fantastic final of that case $INPST" [X Link](https://x.com/jakubhajost/status/2014711578151571550) 2026-01-23T14:47Z [----] followers, [---] engagements "Source: https://www.hsfkramer.com/news/2026-01/hsf-kramer-secures-high-court-win-for-yodel-and-inpost https://www.hsfkramer.com/news/2026-01/hsf-kramer-secures-high-court-win-for-yodel-and-inpost" [X Link](https://x.com/jakubhajost/status/2014711694040129955) 2026-01-23T14:47Z [----] followers, [---] engagements "Scottish shop Premier Neilston in Renfrewshire is fighting to overrule rejected retrospective planning permission and save #InPost parcel lockers its customers loved and used so much. I love it. π Good luck $INPST https://www.slrmag.co.uk/retailer-rallies-customers-in-bid-to-save-parcel-lockers/ https://www.slrmag.co.uk/retailer-rallies-customers-in-bid-to-save-parcel-lockers/" [X Link](https://x.com/jakubhajost/status/2014713822926266677) 2026-01-23T14:56Z [----] followers, [---] engagements "Italian La Repubblica writes about benefits of handling parcels and installing parcel lockers for shops. Behind the paywall but I'm pretty sure there will be something there about #InPost. If you have access share what's there please. https://www.repubblica.it/economia/2026/01/24/news/pacchi_e-commerce_ritiro_negozi-425114487/ https://www.repubblica.it/economia/2026/01/24/news/pacchi_e-commerce_ritiro_negozi-425114487/" [X Link](https://x.com/jakubhajost/status/2015119383660466465) 2026-01-24T17:47Z [----] followers, [---] engagements "If you want to learn more about #InPost competitive advantages edge moat and tech - read this article about InPost Fulfillment. It will tell you how advanced are solutions provided by InPost in Poland. How many KPIs can be measured in fulfillment" [X Link](https://x.com/jakubhajost/status/2015122651144982723) 2026-01-24T18:00Z [----] followers, [---] engagements "#NovoNordisk was a great buy at $51. I'm not bothered by Eli Lilly weigh loss pill because. It might come in April giving $NVO a massive head start but also. No one can even spell it. If a GP hesitates mid-sentence trying to remember a name thats not bullish. #hodl" [X Link](https://x.com/jakubhajost/status/2015883662395334986) 2026-01-26T20:24Z [----] followers, [----] engagements "Remember when I hinted that Bauer (the biggest publisher in Poland) was finalising tests of #InPost subscriptions Well it's happening people Twj Styl and Pani are already available more titles to follow. $INPST https://www.press.pl/tresc/91364_twoj-styl_-i-_pani_-w-prenumeracie-z-dostawa-do-paczkomatow-inpost Psst. π€« Bauer a publisher with 42.9% of all distributed press titles in Poland "is finalising tests to check all functionalities". Will they implement #InPost too This could be very lucrative for both Bauer and $INPST Look at this staple titles https://t.co/iMXplZBJU2" [X Link](https://x.com/jakubhajost/status/2016070472929018344) 2026-01-27T08:47Z [----] followers, [---] engagements "Big jars after green olives from Lidl's Greek Week are perfect to store fermented beetroot juice. I've got some leftover beets now so I'll make salad borsht and probably some spread with cream cheese. #sometimesIcook #czasemgotuj" [X Link](https://x.com/jakubhajost/status/2016093894467879335) 2026-01-27T10:20Z [----] followers, [---] engagements "Do you want more proofs that #InPost is actually a tech company There you go InPost Mobile app gained integration with Android Auto (after Apple Car Play in August 2025). Track parcels and open lockers from your cat infotainment system. $INPST https://www.cashless.pl/18308-inpost-mobile-android-auto https://www.cashless.pl/18308-inpost-mobile-android-auto" [X Link](https://x.com/jakubhajost/status/2016109370241671378) 2026-01-27T11:21Z [----] followers, [---] engagements "@informatyknag @CJ0pp3l @reneselenati Thank you I believe this to be the fullest explanation of InPost available anywhere online even though I forgot to say a few words on differences between gnostic and agnostic networks and a some useful metrics" [X Link](https://x.com/jakubhajost/status/2016140024903774209) 2026-01-27T13:23Z [----] followers, [--] engagements "I was revisiting the transcript from my conversation with @ReneSellmann and yes sometimes I got my numbers mixed up but with this estimate I hit the jackpot. $INPST #InPost" [X Link](https://x.com/jakubhajost/status/2016160935769935974) 2026-01-27T14:46Z [----] followers, [----] engagements "#InPost $INPST in the UK is looking for Client Solutions Technical Lead and my oh my how much I have learned from this job ad Let's unpack it. They list a few platforms new hire should know: MetaPack Scurri Sorted nShift Linnworks Mintsoft ReBOUND ZigZag What are these" [X Link](https://x.com/jakubhajost/status/2016305870527717466) 2026-01-28T00:22Z [----] followers, [---] engagements "Delivery management: MetaPack - enterprise retailers Scurri - mid-market DTC fast scaling Sorted - checkout UX & conversion optimisation nShift - pan-European carriers Ops / Fulfilment: Linnworks - SMB order & inventory management Mintsoft - 3PL / fulfilment centre integration" [X Link](https://x.com/jakubhajost/status/2016306211860148558) 2026-01-28T00:23Z [----] followers, [---] engagements "Returns (quiet upside): ReBOUND - enterprise fashion returns ZigZag - SMB / mid-market returns What does it tell us InPost is deeply embedded across the entire parcel lifecycle: checkout - fulfilment - returns. Where are they heading with it" [X Link](https://x.com/jakubhajost/status/2016306703877251481) 2026-01-28T00:25Z [----] followers, [---] engagements "Focus on π - Merchant acquisition not only margin optimisation (next [----] months) - Checkout UX & conversion - Returns via lockers (under-appreciated growth lever) - Platform-first distribution (CMPs/WMS not direct-only) UK is a growth lab not a passive rollout market" [X Link](https://x.com/jakubhajost/status/2016306916058595748) 2026-01-28T00:26Z [----] followers, [--] engagements "InPost is buying growth through deep platform integration and superior checkout UX betting that locker-based delivery and returns become default infrastructure before optimisation kicks in. And that's in line with what I would expect from this company" [X Link](https://x.com/jakubhajost/status/2016307117360083093) 2026-01-28T00:27Z [----] followers, [---] engagements "I'm slightly less worried about Royal Mail being any threat to #InPost in the UK" [X Link](https://x.com/jakubhajost/status/2016553642229137711) 2026-01-28T16:47Z [----] followers, [----] engagements "I really hope @nkuschel is properly devoted to his #InPost job as he does a lot of things and one cannot be sure if there's enough focus on @InPostUK. Last time @InPostUK posted here something else than apologies for late or lost parcels was. In October 2025" [X Link](https://x.com/jakubhajost/status/2016793099612066274) 2026-01-29T08:38Z [----] followers, [----] engagements "I am still thinking about it @RBrzoska There are potential benefits for #InPost in having a UK CEO with one foot in B2B shopify e-commerce and the other advising Global-e on cross-border solutions. But there's a lot of room for potential conflict of interest & overboarding" [X Link](https://x.com/jakubhajost/status/2016804412941803690) 2026-01-29T09:23Z [----] followers, [---] engagements "@RBrzoska It's all nice and rosy if InPost can benefit from access to SparkLayer B2B platform and Global-e cross-border solutions. But questions remain. Is InPost UK role not a full time job already Is it not demanding enough with all organisational changes" [X Link](https://x.com/jakubhajost/status/2016805239303680457) 2026-01-29T09:26Z [----] followers, [---] engagements "A daily glass of fermented beetroot juice for gut-friendly probiotics better digestion nitric oxide for blood flow and endurance plus immune support. Earthy tangy old-school powerful. Your microbiome will thank you" [X Link](https://x.com/jakubhajost/status/2016819403682156750) 2026-01-29T10:23Z [----] followers, [---] engagements "#InPost CEO just asked a question "How are you preparing for the world where your customer is an (AI) agent)". And he raised a great point agent or marketplace - someone has to deliver that parcel. I'm preparing by loading up InPost shares currently 35% of portfolio. $INPST Niektrzy pamitaj @ImpactCEE [----] gdzie mwiem wtedy e AI zmieni sposb kupowania. Dzi FT potwierdza zwrot: koniec search & scroll czyli po prostu zakupy z agentami. Na razie may % (ok. 15% w USA) ale kierunek jest jeden. Bo nowy interfejs zakupw to nie bd filtry Niektrzy pamitaj @ImpactCEE [----] gdzie mwiem wtedy e AI zmieni" [X Link](https://x.com/jakubhajost/status/2016912392400048132) 2026-01-29T16:32Z [----] followers, [----] engagements "In spring [----] Allegro began strongly promoting its own delivery options at checkout pushing alternatives (notably InPost) into the background. According to InPost at peak this affected 30% of Allegro transactions leading to a 2% quarterly drop in deliveries" [X Link](https://x.com/jakubhajost/status/2017046122271789087) 2026-01-30T01:24Z [----] followers, [---] engagements "InPost claims this breached their commercial agreement and is seeking PLN 98.7m in damages already taking the case to arbitration. But here's the plot twist" [X Link](https://x.com/jakubhajost/status/2017046125505650975) 2026-01-30T01:24Z [----] followers, [---] engagements "If Allegro ignores this it faces financial penalties. This order was issued without hearing Allegro first which strengthens the optics of urgency and consumer harm" [X Link](https://x.com/jakubhajost/status/2017046132497481736) 2026-01-30T01:24Z [----] followers, [---] engagements "It's so good for #InPost Judicial validation of Inpost core complaint not only limits Allegro vertical integration playbook but also strengthens InPost bargaining position" [X Link](https://x.com/jakubhajost/status/2017046136159141897) 2026-01-30T01:24Z [----] followers, [---] engagements "Source: https://www.wirtualnemedia.pl/allegro-metody-dostaw-zakupow-allegro-delivery-i-inpost-zabezpieczenie-sadu7248779284306304a https://www.wirtualnemedia.pl/allegro-metody-dostaw-zakupow-allegro-delivery-i-inpost-zabezpieczenie-sadu7248779284306304a" [X Link](https://x.com/jakubhajost/status/2017046298780647821) 2026-01-30T01:24Z [----] followers, [---] engagements "You are going to really like this news @stonkmetal @ReneSellmann" [X Link](https://x.com/jakubhajost/status/2017049435893612970) 2026-01-30T01:37Z [----] followers, [---] engagements "@stonkmetal @ReneSellmann This of course has been announced by Allegro officially here https://espiebi.pap.pl/node/714215#section-pvy7zfso61 https://espiebi.pap.pl/node/714215#section-pvy7zfso61" [X Link](https://x.com/jakubhajost/status/2017074156085334327) 2026-01-30T03:15Z [----] followers, [---] engagements "What might need reinstating for full understanding: This is NOT the result of #InPost vs Allegro arbitrage It's a separate case opened by pro-consumer foundation. A case that: - surprised Allegro - supports InPost position on Allegro practice. - Allegro had to inform about" [X Link](https://x.com/jakubhajost/status/2017130549152731267) 2026-01-30T06:59Z [----] followers, [---] engagements "This is by far the best explanation of why #InPost wins in every market" [X Link](https://x.com/jakubhajost/status/2017142347201396747) 2026-01-30T07:46Z [----] followers, [----] engagements "Hey it is a thing now #InPost $INPST When you lack moula to pay for your fence But you struck a deal with #InPost π€£π€£π€£ $INPST https://t.co/nPfqvDzzMc When you lack moula to pay for your fence But you struck a deal with #InPost π€£π€£π€£ $INPST https://t.co/nPfqvDzzMc" [X Link](https://x.com/jakubhajost/status/2017157545014521897) 2026-01-30T08:46Z [----] followers, [----] engagements "This pub is excited as well :)" [X Link](https://x.com/jakubhajost/status/2017165131721924942) 2026-01-30T09:16Z [----] followers, [---] engagements "Can't beat a date in the cinema with comfy sofas food and drink service to the sofa. The film "Is this thing on" Should be good" [X Link](https://x.com/jakubhajost/status/2017193331504091185) 2026-01-30T11:09Z [----] followers, [----] engagements "#InPost Group has been awarded an A- rating for climate change by CDP. CDP applies a rigorous independent methodology to evaluate disclosure quality risk awareness environmental management and evidence of best practices. Scores range from A to D-. https://www.linkedin.com/posts/inpost-group_inpost-group-is-being-recognised-by-cdp-activity-7422979417603284992-7VcF https://www.linkedin.com/posts/inpost-group_inpost-group-is-being-recognised-by-cdp-activity-7422979417603284992-7VcF" [X Link](https://x.com/jakubhajost/status/2017337271553257476) 2026-01-30T20:41Z [----] followers, [---] engagements "Another lawsuit against #Allegro for abusing its position. #InPost $INPST @jakubhajost Kolejny pozew - tym razem od Erli ciekawe co z tego wyjdzie https://t.co/SRbBlLBpr0 https://t.co/X2YrnCKBK6 @jakubhajost Kolejny pozew - tym razem od Erli ciekawe co z tego wyjdzie https://t.co/SRbBlLBpr0 https://t.co/X2YrnCKBK6" [X Link](https://x.com/jakubhajost/status/2018350435875041617) 2026-02-02T15:46Z [----] followers, [----] engagements "Seems like it's #Allegro who became an easy target for all sorts of lawsuits not #InPost getting damaged. π€·πΌβ https://www.dlahandlu.pl/e-commerce/allegro-zmierzy-sie-z-pozwem-od-polskiej-platformy166264.html https://www.dlahandlu.pl/e-commerce/allegro-zmierzy-sie-z-pozwem-od-polskiej-platformy166264.html" [X Link](https://x.com/jakubhajost/status/2018351740039332191) 2026-02-02T15:52Z [----] followers, [---] engagements "Here's another holiday park with #InPost locker" [X Link](https://x.com/jakubhajost/status/2018594215924826253) 2026-02-03T07:55Z [----] followers, [---] engagements "BTW I made urek out of fermented bread juice and it's surprisingly tasty. You have to thicken it with flour as it's way more watery than normal urek. But it passed a taste test π After almost a week it smells like urek. It looks wonderful and maybe tomorrow I will try to make a urek out of it. If it turns out well than you'll know what to do with leftover bread from now on https://t.co/6YD45nlQ7x After almost a week it smells like urek. It looks wonderful and maybe tomorrow I will try to make a urek out of it. If it turns out well than you'll know what to do with leftover bread from now on" [X Link](https://x.com/jakubhajost/status/2019814429026840742) 2026-02-06T16:44Z [----] followers, [---] engagements "Zrobiem mamie instrukcj uywania Kindle. Szanujecie" [X Link](https://x.com/anyuser/status/939209602645856256) 2017-12-08T19:06Z [----] followers, [---] engagements "Jeli obserwujesz mnie dopiero od niedawna to kilku rzeczy moesz o mnie nie wiedzie. Urodziem si w Andrychowie maym miecie midzy Wadowicami a Owicimiem midzy miejscem urodzenia Jana Pawa II a miejscem kani milionw ludzi. To ju jako czowieka formatuje" [X Link](https://x.com/anyuser/status/1376136840265224193) 2021-03-28T11:39Z [----] followers, [--] engagements "π http://youtube.com/watchv=Boi80YiCTtg&feature=youtu.be http://youtube.com/watchv=Boi80YiCTtg&feature=youtu.be" [X Link](https://x.com/anyuser/status/2020900225213194678) 2026-02-09T16:38Z [---] followers, [----] engagements "Shoper a Polish shopify-style business integrated #InPost international into its systems allowing e-shops hosted in Shoper to ship orders to seven European countries where Inpost operates. News of the week I'm never selling my shares. $INPST https://www.dlahandlu.pl/e-commerce/integracja-inpost-z-platforma-shoper-latwiejsze-wysylki-za-granice166816.html https://www.dlahandlu.pl/e-commerce/integracja-inpost-z-platforma-shoper-latwiejsze-wysylki-za-granice166816.html" [X Link](https://x.com/anyuser/status/2023389373564133868) 2026-02-16T13:29Z [----] followers, [---] engagements "RT @InbornTemper: @jakubhajost @ReneSellmann @RBrzoska @FedEx first institutional investor to publicly state it will reject InPost tender o" [X Link](https://x.com/anyuser/status/2023414218360496218) 2026-02-16T15:08Z [----] followers, [--] engagements "@jakubhajost @ReneSellmann @RBrzoska @FedEx first institutional investor to publicly state it will reject InPost tender offer. Many more to follow (most will do so privately). [-----] offer is DOA. Increase the price or forget about taking $INPST private Aberdeen Group will vote against a consortiums buyout offer for InPost saying the proposal fails to reflect the Polish parcel locker operators intrinsic value or long-term growth trajectory https://t.co/9cH5roMcla Aberdeen Group will vote against a consortiums buyout offer for InPost saying the proposal fails to reflect the Polish parcel locker" [X Link](https://x.com/anyuser/status/2023405854037585921) 2026-02-16T14:35Z [---] followers, [----] engagements "Aberdeen Group will vote against a consortiums buyout offer for InPost saying the proposal fails to reflect the Polish parcel locker operators intrinsic value or long-term growth trajectory https://www.bloomberg.com/news/articles/2026-02-16/aberdeen-says-7-8-billion-inpost-buyout-bid-undervalues-companytaid=699323ad3889c2000167ae47&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter" [X Link](https://x.com/anyuser/status/2023397808552722858) 2026-02-16T14:03Z 9.8M followers, 21.9K engagements "100% agreed Never selling my beloved $INPST shares πͺ Aberdeen Group will vote against a consortiums buyout offer for InPost saying the proposal fails to reflect the Polish parcel locker operators intrinsic value or long-term growth trajectory https://t.co/9cH5roMcla Aberdeen Group will vote against a consortiums buyout offer for InPost saying the proposal fails to reflect the Polish parcel locker operators intrinsic value or long-term growth trajectory https://t.co/9cH5roMcla" [X Link](https://x.com/anyuser/status/2023414121182695768) 2026-02-16T15:08Z [----] followers, [----] engagements "The first Polish newspaper with daily delivery to #InPost lockers the same day paper comes out of print. This is insane operational excellence by Inpost. $INPST https://www.signs.pl/rzeczpospolita-z-dostawa-inpost412317artykul.html https://www.signs.pl/rzeczpospolita-z-dostawa-inpost412317artykul.html" [X Link](https://x.com/anyuser/status/2023294386721652761) 2026-02-16T07:12Z [----] followers, [---] engagements "ChatGPT pushes back on the idea that survival mode living is the only real life. Not only it's able to push back. It also refers to humans as "we". It is becoming a little weird. Talking to a Berber. I point to a barely visible contour in the south. - Over there. Are those Anti-Atlas mountains - Yes - And behind them Sahara - Yes my friend. Real life there. We walk in silence for a moment or two. - Real life my friend - he repeats. https://t.co/pJWu2UkxFS Talking to a Berber. I point to a barely visible contour in the south. - Over there. Are those Anti-Atlas mountains - Yes - And behind them" [X Link](https://x.com/anyuser/status/2023070935478067441) 2026-02-15T16:24Z [----] followers, [---] engagements "Talking to a Berber. I point to a barely visible contour in the south. - Over there. Are those Anti-Atlas mountains - Yes - And behind them Sahara - Yes my friend. Real life there. We walk in silence for a moment or two. - Real life my friend - he repeats" [X Link](https://x.com/anyuser/status/2022973620075589761) 2026-02-15T09:57Z [----] followers, [----] engagements "That was yesterday. Yet somehow I can't stop thinking about it. How cosy our lifes became. We pay for experiences because we hardly experience actual life anymore. So you go axe throwing escape rooms offroad in the desert. But it's all staged fake safe. Not real life" [X Link](https://x.com/anyuser/status/2022974134880227373) 2026-02-15T09:59Z [----] followers, [---] engagements "Yes I'm in Morocco for a while. They have wonderful sunsets amazing tajines and they do have some parcel lockers" [X Link](https://x.com/anyuser/status/2023003130389205189) 2026-02-15T11:55Z [----] followers, [---] engagements "@jakubhajost" [X Link](https://x.com/anyuser/status/2022654131052355689) 2026-02-14T12:48Z [---] followers, [---] engagements "That's the difference between the ownership mindset and gambling mindset. Selling now guarantees the deal will happen. Holding gives you the right to reject tender offer. There is no sell now buy back later. @jakubhajost I admire the honorable stance but if the deal closes you get paid $15.60. If the deal doesnt close it most likely drops to $10. Unless youre the white knight in shiny armor that can run a campaign against mgmt and win why would you not sell and enter again if deal fails @jakubhajost I admire the honorable stance but if the deal closes you get paid $15.60. If the deal doesnt" [X Link](https://x.com/anyuser/status/2022577135601205539) 2026-02-14T07:42Z [----] followers, [----] engagements "@jakubhajost I admire the honorable stance but if the deal closes you get paid $15.60. If the deal doesnt close it most likely drops to $10. Unless youre the white knight in shiny armor that can run a campaign against mgmt and win why would you not sell and enter again if deal fails" [X Link](https://x.com/anyuser/status/2022529443059699876) 2026-02-14T04:32Z [--] followers, [----] engagements "Fucking retards. BREAKING: Netherlands House of Representatives approves 36% tax on unrealized capital gains in stocks crypto and bonds. BREAKING: Netherlands House of Representatives approves 36% tax on unrealized capital gains in stocks crypto and bonds" [X Link](https://x.com/anyuser/status/2022447253982466283) 2026-02-13T23:06Z [----] followers, [----] engagements "BREAKING: Netherlands House of Representatives approves 36% tax on unrealized capital gains in stocks crypto and bonds" [X Link](https://x.com/anyuser/status/2022423938656317614) 2026-02-13T21:33Z 3.1M followers, 4.4M engagements "Fitch Places #inpost on Rating Watch Negative on Recommended All-Share Offer. They expect that the debt used to take Inpost private will be dumped on Inpost increasing leverage to 5x or even 6x. All the more reasons to reject tender offer. $INPST https://www.fitchratings.com/research/corporate-finance/fitch-places-inpost-on-rating-watch-negative-on-recommended-all-share-offer-13-02-2026 https://www.fitchratings.com/research/corporate-finance/fitch-places-inpost-on-rating-watch-negative-on-recommended-all-share-offer-13-02-2026" [X Link](https://x.com/anyuser/status/2022421989680710032) 2026-02-13T21:25Z [----] followers, [---] engagements "#InPost slightly lowers prices in Poland. $INPST https://www.instalki.pl/news/rozrywka/inpost-obniza-ceny-przesylek-od-marca-2026/ https://www.instalki.pl/news/rozrywka/inpost-obniza-ceny-przesylek-od-marca-2026/" [X Link](https://x.com/anyuser/status/2022415145587331538) 2026-02-13T20:58Z [----] followers, [---] engagements "#mondialrelay or the French operation of #InPost group reached [-----] APMs in France. $INPST https://itrnews.com/articles/208807/mondial-relay-by-inpost-franchit-le-cap-des-10-000-lockers-en-france.html https://itrnews.com/articles/208807/mondial-relay-by-inpost-franchit-le-cap-des-10-000-lockers-en-france.html" [X Link](https://x.com/anyuser/status/2022414583210864640) 2026-02-13T20:56Z [----] followers, [---] engagements "#FedEx sees in #InPost exactly what I see in it and what the market failed to appreciate. And yet I hope the deal will collapse and FedEx will work with InPost anyway. I am not selling because of ownership mindset and willingness to reject tender offer now. $INPST" [X Link](https://x.com/anyuser/status/2022056488618086613) 2026-02-12T21:13Z [----] followers, [----] engagements "The syllabus of what was read at a small secondary school in their final two years by teenagers who focused on Classics in [----]. It is now more than is read in any three- or four-year university degree in the world" [X Link](https://x.com/anyuser/status/1946291577623580721) 2025-07-18T19:30Z 34.1K followers, 265.8K engagements "But no. I didn't become an owner with huge conviction to let go of my prerogative to reject the tender or to just roll over and give up wonderful business at this silly price. No sir" [X Link](https://x.com/anyuser/status/2022071693024596404) 2026-02-12T22:13Z [----] followers, [---] engagements "A few thousand shares stopped the management authorisation to issue [--] billion new shares. So maybe now a few thousand shares may stop delisting It's not hope. It's a stance. From my POV worst case scenario I'm forced to sell with 40% profit. I won't sell willingly" [X Link](https://x.com/anyuser/status/2022072444883021859) 2026-02-12T22:16Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@jakubhajost Marlowe πΈππ§Marlowe πΈππ§ posts on X about $inpst, in the, poland, business the most. They currently have [---------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
Social category influence finance 27.74% countries 12.41% stocks 10.95% financial services #2606 technology brands 3.65% fashion brands 2.19% currencies 2.19% luxury brands 1.46% social networks 0.73% travel destinations 0.73%
Social topic influence $inpst 29.2%, in the 7.3%, poland 6.57%, business 5.11%, ceo 4.38%, if you 4.38%, market 3.65%, investment 3.65%, flow 3.65%, future 2.92%
Top accounts mentioned or mentioned by @renesellmann @rbrzoska @jakebarfield @igorzmitrovich @investlikeiroh @fedex @tkog65 @marcinbillewicz @nicolaitang1 @stonkmetal @tawimm @theproinvest @zetor189 @gieldowiec @bankrucik1 @the_pro_invest @jan07540417 @stocktavia @fximba @sacrimoninyc
Top assets mentioned Novo-Nordisk (NVO) British American Tobacco (BTI) Alphabet Inc Class A (GOOGL)
Top posts by engagements in the last [--] hours
"Po raz pierwszy od [----] roku indeks AEX nie skada si ju z [--] a z [--] spek. Dzi CVC Capital Partners #InPost JDE Peet's Just Eat Takeaway i WDP doczaj do czowki spek notowanych na Damrak. https://www.deaandeelhouder.nl/nieuws/2025/09/22/aex-start-handelsweek-vermoedelijk-nipt-in-het-groen-5/ https://www.deaandeelhouder.nl/nieuws/2025/09/22/aex-start-handelsweek-vermoedelijk-nipt-in-het-groen-5/"
X Link 2025-09-22T07:13Z [----] followers, [----] engagements
"@stocktavia Connor Clark & Lunn powikszy krtk pozycj [--] stycznia i [--] stycznia. Two Sigma zacz pozycj krtk [--] stycznia. Arrowstreet Capital [--] grudnia. W jakich cenach otwierali jaka jest teraz Jeli to nie jest definicja ognia pod dup to nie wiem co ni jest"
X Link 2026-02-11T08:58Z [----] followers, [---] engagements
"Asymmetry of my position (downside if the deal collapses versus upside from now to 15.60) says I should sell. Then why the hell am I holding on to my #InPost shares like a fucking fanatic Or lunatic I thought long and hard about it"
X Link 2026-02-12T21:18Z [----] followers, [---] engagements
"A few thousand shares stopped the management authorisation to issue [--] billion new shares. So maybe now a few thousand shares may stop delisting It's not hope. It's a stance. From my POV worst case scenario I'm forced to sell with 40% profit. I won't sell willingly"
X Link 2026-02-12T22:16Z [----] followers, [---] engagements
"I am highly satisfied with top ten holdings average purchase prices: InPost @ [--] Alibaba @ $92.38 Text SA @ 52zl Dino Polska @ 40.2zl British American Tobacco @ [-----] ING Bank lski @ 134.20zl Celsius Holdings @ $27.91 Vindexus @ 7.43zl CI Games @ 1.63zl PZU @ 27.16zl"
X Link 2025-12-31T11:57Z [----] followers, [---] engagements
"Funny how #Burberry $BRBY.L is going up 5% on trading update that basically said "revenue up 1%" and #InPost $INPST opened sharply down to now doing basically nothing on news of 25% growth in parcel volumes and 30% growth in APM network. Gotta love the stock market. π€·πΌβ"
X Link 2026-01-21T08:35Z [----] followers, [----] engagements
"Imagine buying #Ubisoft in [----] and after so many years of holding you watch them go full woke. It's 91.27% below the IPO price π€― $UBI.PA"
X Link 2026-01-28T07:59Z [----] followers, [----] engagements
"Despite Kuvari Partners Qube Research Citadel Advisors Kintbury Capitaland Wellington Management short positions going to zero there are some new shorters emerging over 0.5% threshold in #InPost. Connor Clark Arrowstreet Two Sigma Capital Fund Management. $INPST"
X Link 2026-01-29T12:02Z [----] followers, [----] engagements
"Ka-boom A Polish court has ordered Allegro to stop favouring its own delivery and to display all delivery options equally including #InPost It's a clear legal setback for Allegros logistics ambitions and supports InPosts claim that Allegro abused its platform power. $INPST"
X Link 2026-01-30T01:17Z [----] followers, [----] engagements
"Orlen failed to unload its burden of unprofitable locker network onto Poczta Polska. Now it will have to finance it for longer. Maybe #InPost could take it over if the price was right $INPST https://www.orlen.pl/pl/relacje-inwestorskie/raporty-i-publikacje/raporty-biezace/2026/01/Raport-biezacy-nr-1-2026 https://www.orlen.pl/pl/relacje-inwestorskie/raporty-i-publikacje/raporty-biezace/2026/01/Raport-biezacy-nr-1-2026"
X Link 2026-02-03T08:31Z [----] followers, [----] engagements
"There is something coming from #InPost for sure. Not sure what but notice the future references here in the CEO @RBrzoska LinkedIn profile and in new Inpost hire for social media and communication manager - Anna Cecocho. Brand is getting ready for some announcements. $INPST"
X Link 2026-02-06T17:58Z [----] followers, [----] engagements
"If you ever thought that #InPost moat is only in metal boxes think again. Here's an account of an international transport company owner that recently on occasion worked with InPost: Read it to see the difference. $INPST Translated snaps below. https://www.linkedin.com/posts/albert-g%C3%B3rny-52518a210_paczkomat-share-7425150931643645952-ufQL https://www.linkedin.com/posts/albert-g%C3%B3rny-52518a210_paczkomat-share-7425150931643645952-ufQL"
X Link 2026-02-07T13:22Z [----] followers, [----] engagements
"And if you are wondering if Royal Mail is a threat to #InPost $INPST success in the UK. Think again. π"
X Link 2026-02-07T13:44Z [----] followers, [---] engagements
"#InPost is hiring some talents in Netherlands π₯ Jorin Aardoom from DPD Nederland to Inpost Group. Christian de Vries from Sendcloud to InPost NL In line with planned APM deployments in the Netherlands in [----]. $INPST"
X Link 2026-02-07T14:47Z [----] followers, [----] engagements
"Chill out people. Let me read the announcement I just woke up. One thing I can tell you right now. I am never selling #InPost for anything below [--] unless I'm forced to. $INPST"
X Link 2026-02-09T11:27Z [----] followers, [----] engagements
"@Tawimm Yes I estimate 90% chances of InPost going private at this time"
X Link 2026-02-09T12:44Z [----] followers, [---] engagements
"You've been waiting for my comment on this development. I have a lot of thoughts. They boil down to this: Don't agree to any tender offer below intrinsic value. We only need 20.0001% not to agree and the deal is off. I don't think @NicolaiTang1 will take it. #InPost $INPST Konsorcjum Inwestorw wesprze dalszy rozwj InPost Group Konsorcjum zoone z firm: Advent Investment A&R Investments Ltd. @FedEx Corporation oraz PPF Group zawary porozumienie w sprawie oferty nabycia wszystkich akcji InPost S.A. po cenie [----] EUR za akcj Transakcja https://t.co/uivqVc3NJR Konsorcjum Inwestorw wesprze dalszy"
X Link 2026-02-09T16:12Z [----] followers, [----] engagements
"If there are more investors with long-term value growth mindset who understand the prospects and potential of #InPost Then I think we can stop the deal or at least get a lot better offer. Remember there are annual results coming in agentic AI in development"
X Link 2026-02-09T16:19Z [----] followers, [----] engagements
"Was I happy that Mars bought Hotel Chocolat Of course not It was my Sees Candy But I was happy that I didn't buy it for [--] only after it crashed to [----] and added at [----] [----] [----]. Final price - [----] Lesson Buy below intrinsic value and hold"
X Link 2026-02-09T16:45Z [----] followers, [---] engagements
"Either you will make a lot of money with wonderful business growing and delivering more and more returns or at least you're very unlikely to lose money. Back to #InPost. I estimate intrinsic value at 18-22 Ergo I won't sell unless forced to"
X Link 2026-02-09T16:47Z [----] followers, [---] engagements
"And finally at [-----] the current price of #InPost my XIRR is 23%. Thats the annualised return accounting for timing position size and entry prices. A stellar result by any standard and one that will only improve at [-----]. Im happy with it"
X Link 2026-02-09T16:57Z [----] followers, [---] engagements
"@stonkmetal @NicolaiTang1 We all like alignment. Yet there's money to be made in companies partially owned by governments in companies with no founders involved. And sometimes founders have better opportunities than waiting for the silly market to recognise value in their companies. π€·πΌβ"
X Link 2026-02-09T17:50Z [----] followers, [---] engagements
"@stonkmetal @NicolaiTang1 I prefer being rational not emotional about this. So in not giving away 3.5% gap between now and [-----]. And I think the deal can still not go through at this price. If it goes through I will have made good money anyway. I'd prefer it to not go through but it is what it is"
X Link 2026-02-09T17:53Z [----] followers, [---] engagements
"@Tkog65 Would you rather the stock tanked to 6-7 euros and got hostile takeover for [--] euros by amazon It's like in the story about the farmer. Can you tell if it's good or bad"
X Link 2026-02-10T09:28Z [----] followers, [--] engagements
"@igorzmitrovich @ReneSellmann That's entirely your choice. But I can see a lot more optionality here. The priced anchored at [-----] euros now and that's a steal. Have you seen the volume yesterday All the shorts running away. Can you imagine Norges Bank (or someone) swooping in and getting 21% I can"
X Link 2026-02-10T09:32Z [----] followers, [--] engagements
"@igorzmitrovich @ReneSellmann I know annual results will be great. I know how far this business can grow and what's coming. Other players know too. And now the price is basically locked at [-----] which is still well below the value of this business. With slaughtered shorts and massive upside"
X Link 2026-02-10T09:34Z [----] followers, [--] engagements
"@igorzmitrovich @ReneSellmann A value/growth oriented player can just get up to 21% shares in coming months at guaranteed price stop the deal easily and unlock the wildest ride you've ever seen. At this point for me it's 50/50. Either I get extra 35% in a few months or a lot more"
X Link 2026-02-10T09:35Z [----] followers, [--] engagements
"@investlikeiroh @Jake___Barfield Buyout fail does not mean price goes down :) There are scenarios in which price goes up significantly. Have you seen the volume yesterday These were shorts running away. In one move the company shook of weak hands and short sellers"
X Link 2026-02-10T10:16Z [----] followers, [--] engagements
"@investlikeiroh @Jake___Barfield Now are you 100% sure no one is building a 21% position right now when price is nicely anchored at [-----] still massively undervalued Norges Bank Someone else A lot of big players might use this locked price opportunity to swoop in and block the deal"
X Link 2026-02-10T10:17Z [----] followers, [--] engagements
"@The_Pro_Invest @investlikeiroh @Jake___Barfield Yeah ignore everything I just said that will get you far in conversation"
X Link 2026-02-10T10:36Z [----] followers, [--] engagements
"@The_Pro_Invest @investlikeiroh @Jake___Barfield Have you got any idea how many shares is 3.2% Do you realise these are only short sellers above 0.5% Have you seen volume yesterday All we need to do is not sell them shares"
X Link 2026-02-10T11:13Z [----] followers, [--] engagements
"@Tkog65 @MarcinBillewicz @Jake___Barfield Not necessarily. I'm trying to explain it to you in the most delicate way. In one move Brzoska shook off short sellers weak hands proved value of the company involved FedEx in future growth and he left it to the market to decide. It's dead easy to stop Inpost going private"
X Link 2026-02-10T11:43Z [----] followers, [--] engagements
"@Tkog65 @MarcinBillewicz @Jake___Barfield But the value unlocked by this development will not go away even if the deal falls apart. I consider it a stroke of genius. But I'm not emotional about it"
X Link 2026-02-10T11:44Z [----] followers, [--] engagements
"As my thoughts crystallise more I am actually impressed by @RBrzoska move here and I consider it a stroke of genius. Keep emotions aside and hear me out. #InPost $INPST You've been waiting for my comment on this development. I have a lot of thoughts. They boil down to this: Don't agree to any tender offer below intrinsic value. We only need 20.0001% not to agree and the deal is off. I don't think @NicolaiTang1 will take it. #InPost $INPST You've been waiting for my comment on this development. I have a lot of thoughts. They boil down to this: Don't agree to any tender offer below intrinsic"
X Link 2026-02-10T11:56Z [----] followers, [----] engagements
"In one move he: - Unlocked value discovery of Inpost (only [--] a month ago) - Proved quality of the business - Involved @fedex in future growth - Shook off weak hands & short sellers And now he says: Here is a fair exit. Take it it you want. If not prove me wrong publicly"
X Link 2026-02-10T11:56Z [----] followers, [----] engagements
"@FedEx It's a win/win for everyone unless you understand stock market differently than I do and you imagine investors as only people who bought at IPO and never used the opportunity to add to a position at much lower levels. Why it's a win/win to everyone"
X Link 2026-02-10T12:00Z [----] followers, [---] engagements
"Whether #InPost goes private or stays public: - the unlocked value and slaughtered shorters are a fact now - CEO will benefit anyway - Smart shareholders will realise profit or benefit from InPost staying public - FedEx probably will stay involved anyway - InPost will grow"
X Link 2026-02-10T12:03Z [----] followers, [---] engagements
"But here's the optional part: Inpost has not been sold yet. It's far from over. 80% of shares must actively accept tender offer for delisting to materialise. And the price is anchored at [-----] ALMOST 50% BELOW CASH FLOW VALUATION"
X Link 2026-02-10T12:05Z [----] followers, [---] engagements
"If you think no one else can see it and use this opportunity to build a position big enough to stop delisting. If you think the CEO betrayed minority shareholders. If you're fine letting go 3.5% gap between now and [-----]. Then I can understand selling now"
X Link 2026-02-10T12:07Z [----] followers, [---] engagements
"However if you understand the value prospects developments and potential of #InPost and can imagine that there's still a lot of optionality left there. Then I can't advise I don't have certification to do it. I can only repeat that I would not accept the tender"
X Link 2026-02-10T12:09Z [----] followers, [---] engagements
"There's a case to be made that by cash flow only Inpost could be valued around [--] per share. Add to it "going private premium". And you should understand why I repeatedly stated that I won't sell my shares below [--] unless I'm forced to. [-----] means fuck all to mem"
X Link 2026-02-10T12:13Z [----] followers, [---] engagements
"CEO perspective: Either it goes private he increases his stake and company's maneuverability Or it stays public and with unlocked value discovery and partnership with FedEx his stake grows anyway. Win/win"
X Link 2026-02-10T12:26Z [----] followers, [---] engagements
"And everyone seems to forget that InPost could have increased debt overstrech investment and sacrifice earnings for growth pace. How much would the stock cost then [--] I would buy more at that price but would you"
X Link 2026-02-10T12:29Z [----] followers, [---] engagements
"@fx_imba @RBrzoska Mylisz e zarzd ma wpyw na kurs akcji Wyniki finansowe bij rekordy wzrost przyspiesza liczba paczkomatw ronie liczba partnerw ronie dyscyplina finansowa wysoka brak zych wiadomoci z #InPost Jak niby zbijali t cen To samo mogli zrobi jak Inpost by po 4"
X Link 2026-02-10T12:34Z [----] followers, [--] engagements
"@investlikeiroh @Jake___Barfield Do you think short sellers will hold their positions"
X Link 2026-02-10T20:08Z [----] followers, [--] engagements
"@investlikeiroh @Jake___Barfield Marshall Wace already almost liquidated their positon. Few weeks from now there will be no shorts whatsoever. Honestly shareholders selling now and allowing shorters to escape easily are the dumbest of the sort"
X Link 2026-02-10T20:12Z [----] followers, [--] engagements
"You think I'm wrong I get that. Yet Marshall Wace liquidated their positon almost fully. Look at the DISCLOSED short interest since beginning of January. There's a fire under shorters' asses. #InPost $INPST As my thoughts crystallise more I am actually impressed by @RBrzoska move here and I consider it a stroke of genius. Keep emotions aside and hear me out. #InPost $INPST As my thoughts crystallise more I am actually impressed by @RBrzoska move here and I consider it a stroke of genius. Keep emotions aside and hear me out. #InPost $INPST"
X Link 2026-02-10T20:16Z [----] followers, [----] engagements
"Heh kiedy takim artem pojechaem w kierunku pikarza premier league π
Ludzie na to "man he's a footballer" A ja oczywicie "I wouldn't know but anyway do I look like I give a fuck" Pikarz do dzisiaj adnie si ze mn wita π @SacrimoniNYC Wiesz od matki jak gboko dam rad @SacrimoniNYC Wiesz od matki jak gboko dam rad"
X Link 2026-02-11T00:44Z [----] followers, [---] engagements
"#InPost opened a state-of-the-art sorting facility in Madrid capable of sorting [------] parcels per hour. It brings Iberian InPost numbers to [--] warehouses [--] hubs [---] local agencies [-----] PUDOs & APMs. $INPST https://business-people.es/economia/hasta-20-mil-paquetes-por-hora-inpost-abre-nuevo-centro-logistico-en-madrid/ https://business-people.es/economia/hasta-20-mil-paquetes-por-hora-inpost-abre-nuevo-centro-logistico-en-madrid/"
X Link 2026-02-11T07:57Z [----] followers, [---] engagements
"Across the years I've done deep work. Multi-year accumulation. Understanding unit economics. Tracking international expansion short interest strategic messaging. I discovered Menzies acquisition before they announced it"
X Link 2026-02-12T21:23Z [----] followers, [---] engagements
"I studied the company to the core and elevated my knowledge beyond what any local manager of Inpost ever could or will. That gave me so much confidence to buy the dips. And I've learned forever that buying well below intrinsic value protects not only from market folly"
X Link 2026-02-12T21:25Z [----] followers, [---] engagements
"#mondialrelay or the French operation of #InPost group reached [-----] APMs in France. $INPST https://itrnews.com/articles/208807/mondial-relay-by-inpost-franchit-le-cap-des-10-000-lockers-en-france.html https://itrnews.com/articles/208807/mondial-relay-by-inpost-franchit-le-cap-des-10-000-lockers-en-france.html"
X Link 2026-02-13T20:56Z [----] followers, [---] engagements
"Fitch Places #inpost on Rating Watch Negative on Recommended All-Share Offer. They expect that the debt used to take Inpost private will be dumped on Inpost increasing leverage to 5x or even 6x. All the more reasons to reject tender offer. $INPST https://www.fitchratings.com/research/corporate-finance/fitch-places-inpost-on-rating-watch-negative-on-recommended-all-share-offer-13-02-2026 https://www.fitchratings.com/research/corporate-finance/fitch-places-inpost-on-rating-watch-negative-on-recommended-all-share-offer-13-02-2026"
X Link 2026-02-13T21:25Z [----] followers, [---] engagements
"I've done a thought experiment in which you try escape poverty and in first ten years of your adult life you manage to invest 100k. You're [--]. 100k of hard earned and taxed and saved money invested. Your investment grows by 8% a year but you don't have cash flow to pay tax. BREAKING: Netherlands House of Representatives has approved a 36% tax on unrealized capital gains. BREAKING: Netherlands House of Representatives has approved a 36% tax on unrealized capital gains"
X Link 2026-02-14T18:30Z [----] followers, [---] engagements
"So each year you have to sell a little. Let's say you invested in one company at [--] per share. You bought [--] thousand shares. After first year it's worth 108k at [-----] per share. On 8k paper profit you have to pay [----] tax. You don't have cash"
X Link 2026-02-14T18:30Z [----] followers, [--] engagements
"So you sell [---] shares to get [----] plus fees. You pay your tax. You've got [----] shares. Next year they are up 8%. [-----] x [----] = [------] . Do it for [--] years. You were right your investment grows business develops"
X Link 2026-02-14T18:30Z [----] followers, [--] engagements
"After [--] years you have paid about 560k tax you have [----] shares as each year you sold a little to cover paper profit tax. Each share costs now [------] So your investment is now worth 447k. But in next two years the stock declines 90% to your original purchase price"
X Link 2026-02-14T18:30Z [----] followers, [--] engagements
"ALDI in the UK reached a milestone of #InPost lockers installed at [---] of its shops at the end of [----]. $INPST https://www.dailyecho.co.uk/news/national/uk-today/25783171.aldi-confirms-change-50-stores-week-inpost-lockers/ https://www.dailyecho.co.uk/news/national/uk-today/25783171.aldi-confirms-change-50-stores-week-inpost-lockers/"
X Link 2026-01-21T12:05Z [----] followers, [---] engagements
"Yeah that's obvious: lockers first home delivery second PUDOs only when it's absolutely unavoidable. The UK is heading for margin improvements. #InPost $INPST https://www.betterretailing.com/inpost-2026-results-pudo-change/ https://www.betterretailing.com/inpost-2026-results-pudo-change/"
X Link 2026-01-21T12:07Z [----] followers, [---] engagements
"Yeah looking at Q4 APM volumes in Poland I'm sure the shorts have regained some hope. Remains to be seen if it's a temporary slow down ecommerce situation or is it a start of decline due to competition. It can shape the view of the future of #InPost so it's vital. $INPST Tomorrow might be a judgement day for shorts. I can't believe they still hold positions I wouldn't have balls to do that knowing what I know about #InPost. But market is market. Can go insane whatever the results I guess. What do you think guys Tomorrow might be a judgement day for shorts. I can't believe they still hold"
X Link 2026-01-21T15:51Z [----] followers, [----] engagements
"@Zetor189 And of course there's a limit to how many extensions can be added to an APM. [--] to [--] modules behemoths in Poland can hardly be extended. So it makes more sens to redirect some flows to home delivery especially at the peak. But main point is: PARCEL FLOWS GROW IN POLAND"
X Link 2026-01-21T16:14Z [----] followers, [---] engagements
"@Zetor189 There is no shrinkage in Inpost Polish business and there is massive growth abroad. And who knows maybe focusing on quality brought better financials We'll find out about that in March. Again patience is key"
X Link 2026-01-21T16:18Z [----] followers, [---] engagements
"My thoughts on #InPost allegedly losing market share in Poland Remember all the fallen iPhone killers. Remember all the search engines that were supposed to kill Google. Remember every marketplace that was supposed to eat Amazon's lunch. $INPST"
X Link 2026-01-22T08:25Z [----] followers, [----] engagements
"InPost consequently and with great focus executes the strategy of increasing parcel flows into its network. Parcels flow from multiple sources. But also InPost has near monopoly on returns in Poland. So courier vans never come back empty"
X Link 2026-01-22T08:28Z [----] followers, [---] engagements
"Compare it to what I said yesterday about #Burberry. 1% revenue growth 3% like for like. And the stock goes bananas. InPost sets new records on every market and the stock tanks. Ignore the noise and daily fits - focus on busins quality. https://x.com/i/status/2013893294896394262 Funny how #Burberry $BRBY.L is going up 5% on trading update that basically said "revenue up 1%" and #InPost $INPST opened sharply down to now doing basically nothing on news of 25% growth in parcel volumes and 30% growth in APM network. Gotta love the stock market. π€·πΌβ https://x.com/i/status/2013893294896394262"
X Link 2026-01-22T09:06Z [----] followers, [---] engagements
"That's what I think. I am biased of course. I have 35% of my portfolio in InPost. But am I biased because of big stake or do I have a big stake because I am biased. And does my conviction stem from research of being blindly biased Hm"
X Link 2026-01-22T09:16Z [----] followers, [---] engagements
"That gorgeous #InPost Bloqit-made locker just went live in Wheatacre one of the smallest Norfolk villages. It's powered by solar panels & can hold over [---] parcels. Before Wheatacre locals had to travel [--] miles to nearest Inpost locker or Post Office. $INPST Look at this beautiful Bloqit locker installed by #InPost in one of the smallest villages in Norfolk - Wheatacre. It comprises of [--] double modules giving it capacity of over [---] compartments. The village doesn't have a post office but it has Inpost (not active yet). $INPST https://t.co/YFwV4QvVyL Look at this beautiful Bloqit locker"
X Link 2026-01-22T10:39Z [----] followers, [----] engagements
"Some media in Poland notice that the newest #InPost service #InPostEasy can successfully replace expensive airline luggage. Instead of paying for hold luggage one can send it via InPost Lockers where they operate. makes it easy. https://natemat.pl/638911koniec-z-doplata-za-bagaz-w-ryanairze-na-ten-ruch-inpostu-czekali-polacy http://Inposteasy.com https://natemat.pl/638911koniec-z-doplata-za-bagaz-w-ryanairze-na-ten-ruch-inpostu-czekali-polacy http://Inposteasy.com"
X Link 2026-01-22T10:44Z [----] followers, [---] engagements
"I think that's the main point here. If Allegro took 20% of parcel volume away from #InPost then how come InPost's volume grew so much Either they didn't take so much or InPost found a way to grow regardless. Both answers are bullish. $INPST Undeniable fact is also that InPost grows in every market they operate in. If Allegro took 20% of parcel flows how could Inpost still grow their volumes Something doesn't add up here. Either Allegro didn't take that much or InPost found a way to grow regardless. Undeniable fact is also that InPost grows in every market they operate in. If Allegro took 20%"
X Link 2026-01-22T16:02Z [----] followers, [----] engagements
"#InPost in Spain is looking for a fulfillment specialist meaning they are going to start offering fulfillment services in Europe (not sure if they don't offer it already at Mondial Relay). Looks like Europe will start getting the full InPost treatment known in Poland. $INPST"
X Link 2026-01-23T13:54Z [----] followers, [---] engagements
"#DinoPolska Barclays cute target price to [--] pln from [----] pln. $DNP.WA"
X Link 2026-01-23T14:20Z [----] followers, [---] engagements
"#NovoNordisk's Wegovy pill was prescribed [-----] times in the U.S. in the first full week after its launch. This is becoming a very good situation for $NVO https://finance.yahoo.com/news/novos-wegovy-pill-tracks-18-123235063.html https://finance.yahoo.com/news/novos-wegovy-pill-tracks-18-123235063.html"
X Link 2026-01-23T14:24Z [----] followers, [---] engagements
"#InPost delivery van cought fire on S1 road (the part connecting Bielsko-Biaa and ywiec) in Wilkowice on Thursday. Putting out the fire caused blockage on the road and traffic issues. No information on the driver hopefully he/she is OK"
X Link 2026-01-23T14:40Z [----] followers, [---] engagements
"In the UK they've just learnt not to mess with #InPost. Yesterday the court awarded Yodel indemnity costs and required Corja and Shift to make a multi-million pound interim payment in respect of those costs. This is a fantastic final of that case $INPST"
X Link 2026-01-23T14:47Z [----] followers, [---] engagements
"Source: https://www.hsfkramer.com/news/2026-01/hsf-kramer-secures-high-court-win-for-yodel-and-inpost https://www.hsfkramer.com/news/2026-01/hsf-kramer-secures-high-court-win-for-yodel-and-inpost"
X Link 2026-01-23T14:47Z [----] followers, [---] engagements
"Scottish shop Premier Neilston in Renfrewshire is fighting to overrule rejected retrospective planning permission and save #InPost parcel lockers its customers loved and used so much. I love it. π Good luck $INPST https://www.slrmag.co.uk/retailer-rallies-customers-in-bid-to-save-parcel-lockers/ https://www.slrmag.co.uk/retailer-rallies-customers-in-bid-to-save-parcel-lockers/"
X Link 2026-01-23T14:56Z [----] followers, [---] engagements
"Italian La Repubblica writes about benefits of handling parcels and installing parcel lockers for shops. Behind the paywall but I'm pretty sure there will be something there about #InPost. If you have access share what's there please. https://www.repubblica.it/economia/2026/01/24/news/pacchi_e-commerce_ritiro_negozi-425114487/ https://www.repubblica.it/economia/2026/01/24/news/pacchi_e-commerce_ritiro_negozi-425114487/"
X Link 2026-01-24T17:47Z [----] followers, [---] engagements
"If you want to learn more about #InPost competitive advantages edge moat and tech - read this article about InPost Fulfillment. It will tell you how advanced are solutions provided by InPost in Poland. How many KPIs can be measured in fulfillment"
X Link 2026-01-24T18:00Z [----] followers, [---] engagements
"#NovoNordisk was a great buy at $51. I'm not bothered by Eli Lilly weigh loss pill because. It might come in April giving $NVO a massive head start but also. No one can even spell it. If a GP hesitates mid-sentence trying to remember a name thats not bullish. #hodl"
X Link 2026-01-26T20:24Z [----] followers, [----] engagements
"Remember when I hinted that Bauer (the biggest publisher in Poland) was finalising tests of #InPost subscriptions Well it's happening people Twj Styl and Pani are already available more titles to follow. $INPST https://www.press.pl/tresc/91364_twoj-styl_-i-_pani_-w-prenumeracie-z-dostawa-do-paczkomatow-inpost Psst. π€« Bauer a publisher with 42.9% of all distributed press titles in Poland "is finalising tests to check all functionalities". Will they implement #InPost too This could be very lucrative for both Bauer and $INPST Look at this staple titles https://t.co/iMXplZBJU2"
X Link 2026-01-27T08:47Z [----] followers, [---] engagements
"Big jars after green olives from Lidl's Greek Week are perfect to store fermented beetroot juice. I've got some leftover beets now so I'll make salad borsht and probably some spread with cream cheese. #sometimesIcook #czasemgotuj"
X Link 2026-01-27T10:20Z [----] followers, [---] engagements
"Do you want more proofs that #InPost is actually a tech company There you go InPost Mobile app gained integration with Android Auto (after Apple Car Play in August 2025). Track parcels and open lockers from your cat infotainment system. $INPST https://www.cashless.pl/18308-inpost-mobile-android-auto https://www.cashless.pl/18308-inpost-mobile-android-auto"
X Link 2026-01-27T11:21Z [----] followers, [---] engagements
"@informatyknag @CJ0pp3l @reneselenati Thank you I believe this to be the fullest explanation of InPost available anywhere online even though I forgot to say a few words on differences between gnostic and agnostic networks and a some useful metrics"
X Link 2026-01-27T13:23Z [----] followers, [--] engagements
"I was revisiting the transcript from my conversation with @ReneSellmann and yes sometimes I got my numbers mixed up but with this estimate I hit the jackpot. $INPST #InPost"
X Link 2026-01-27T14:46Z [----] followers, [----] engagements
"#InPost $INPST in the UK is looking for Client Solutions Technical Lead and my oh my how much I have learned from this job ad Let's unpack it. They list a few platforms new hire should know: MetaPack Scurri Sorted nShift Linnworks Mintsoft ReBOUND ZigZag What are these"
X Link 2026-01-28T00:22Z [----] followers, [---] engagements
"Delivery management: MetaPack - enterprise retailers Scurri - mid-market DTC fast scaling Sorted - checkout UX & conversion optimisation nShift - pan-European carriers Ops / Fulfilment: Linnworks - SMB order & inventory management Mintsoft - 3PL / fulfilment centre integration"
X Link 2026-01-28T00:23Z [----] followers, [---] engagements
"Returns (quiet upside): ReBOUND - enterprise fashion returns ZigZag - SMB / mid-market returns What does it tell us InPost is deeply embedded across the entire parcel lifecycle: checkout - fulfilment - returns. Where are they heading with it"
X Link 2026-01-28T00:25Z [----] followers, [---] engagements
"Focus on π - Merchant acquisition not only margin optimisation (next [----] months) - Checkout UX & conversion - Returns via lockers (under-appreciated growth lever) - Platform-first distribution (CMPs/WMS not direct-only) UK is a growth lab not a passive rollout market"
X Link 2026-01-28T00:26Z [----] followers, [--] engagements
"InPost is buying growth through deep platform integration and superior checkout UX betting that locker-based delivery and returns become default infrastructure before optimisation kicks in. And that's in line with what I would expect from this company"
X Link 2026-01-28T00:27Z [----] followers, [---] engagements
"I'm slightly less worried about Royal Mail being any threat to #InPost in the UK"
X Link 2026-01-28T16:47Z [----] followers, [----] engagements
"I really hope @nkuschel is properly devoted to his #InPost job as he does a lot of things and one cannot be sure if there's enough focus on @InPostUK. Last time @InPostUK posted here something else than apologies for late or lost parcels was. In October 2025"
X Link 2026-01-29T08:38Z [----] followers, [----] engagements
"I am still thinking about it @RBrzoska There are potential benefits for #InPost in having a UK CEO with one foot in B2B shopify e-commerce and the other advising Global-e on cross-border solutions. But there's a lot of room for potential conflict of interest & overboarding"
X Link 2026-01-29T09:23Z [----] followers, [---] engagements
"@RBrzoska It's all nice and rosy if InPost can benefit from access to SparkLayer B2B platform and Global-e cross-border solutions. But questions remain. Is InPost UK role not a full time job already Is it not demanding enough with all organisational changes"
X Link 2026-01-29T09:26Z [----] followers, [---] engagements
"A daily glass of fermented beetroot juice for gut-friendly probiotics better digestion nitric oxide for blood flow and endurance plus immune support. Earthy tangy old-school powerful. Your microbiome will thank you"
X Link 2026-01-29T10:23Z [----] followers, [---] engagements
"#InPost CEO just asked a question "How are you preparing for the world where your customer is an (AI) agent)". And he raised a great point agent or marketplace - someone has to deliver that parcel. I'm preparing by loading up InPost shares currently 35% of portfolio. $INPST Niektrzy pamitaj @ImpactCEE [----] gdzie mwiem wtedy e AI zmieni sposb kupowania. Dzi FT potwierdza zwrot: koniec search & scroll czyli po prostu zakupy z agentami. Na razie may % (ok. 15% w USA) ale kierunek jest jeden. Bo nowy interfejs zakupw to nie bd filtry Niektrzy pamitaj @ImpactCEE [----] gdzie mwiem wtedy e AI zmieni"
X Link 2026-01-29T16:32Z [----] followers, [----] engagements
"In spring [----] Allegro began strongly promoting its own delivery options at checkout pushing alternatives (notably InPost) into the background. According to InPost at peak this affected 30% of Allegro transactions leading to a 2% quarterly drop in deliveries"
X Link 2026-01-30T01:24Z [----] followers, [---] engagements
"InPost claims this breached their commercial agreement and is seeking PLN 98.7m in damages already taking the case to arbitration. But here's the plot twist"
X Link 2026-01-30T01:24Z [----] followers, [---] engagements
"If Allegro ignores this it faces financial penalties. This order was issued without hearing Allegro first which strengthens the optics of urgency and consumer harm"
X Link 2026-01-30T01:24Z [----] followers, [---] engagements
"It's so good for #InPost Judicial validation of Inpost core complaint not only limits Allegro vertical integration playbook but also strengthens InPost bargaining position"
X Link 2026-01-30T01:24Z [----] followers, [---] engagements
"Source: https://www.wirtualnemedia.pl/allegro-metody-dostaw-zakupow-allegro-delivery-i-inpost-zabezpieczenie-sadu7248779284306304a https://www.wirtualnemedia.pl/allegro-metody-dostaw-zakupow-allegro-delivery-i-inpost-zabezpieczenie-sadu7248779284306304a"
X Link 2026-01-30T01:24Z [----] followers, [---] engagements
"You are going to really like this news @stonkmetal @ReneSellmann"
X Link 2026-01-30T01:37Z [----] followers, [---] engagements
"@stonkmetal @ReneSellmann This of course has been announced by Allegro officially here https://espiebi.pap.pl/node/714215#section-pvy7zfso61 https://espiebi.pap.pl/node/714215#section-pvy7zfso61"
X Link 2026-01-30T03:15Z [----] followers, [---] engagements
"What might need reinstating for full understanding: This is NOT the result of #InPost vs Allegro arbitrage It's a separate case opened by pro-consumer foundation. A case that: - surprised Allegro - supports InPost position on Allegro practice. - Allegro had to inform about"
X Link 2026-01-30T06:59Z [----] followers, [---] engagements
"This is by far the best explanation of why #InPost wins in every market"
X Link 2026-01-30T07:46Z [----] followers, [----] engagements
"Hey it is a thing now #InPost $INPST When you lack moula to pay for your fence But you struck a deal with #InPost π€£π€£π€£ $INPST https://t.co/nPfqvDzzMc When you lack moula to pay for your fence But you struck a deal with #InPost π€£π€£π€£ $INPST https://t.co/nPfqvDzzMc"
X Link 2026-01-30T08:46Z [----] followers, [----] engagements
"This pub is excited as well :)"
X Link 2026-01-30T09:16Z [----] followers, [---] engagements
"Can't beat a date in the cinema with comfy sofas food and drink service to the sofa. The film "Is this thing on" Should be good"
X Link 2026-01-30T11:09Z [----] followers, [----] engagements
"#InPost Group has been awarded an A- rating for climate change by CDP. CDP applies a rigorous independent methodology to evaluate disclosure quality risk awareness environmental management and evidence of best practices. Scores range from A to D-. https://www.linkedin.com/posts/inpost-group_inpost-group-is-being-recognised-by-cdp-activity-7422979417603284992-7VcF https://www.linkedin.com/posts/inpost-group_inpost-group-is-being-recognised-by-cdp-activity-7422979417603284992-7VcF"
X Link 2026-01-30T20:41Z [----] followers, [---] engagements
"Another lawsuit against #Allegro for abusing its position. #InPost $INPST @jakubhajost Kolejny pozew - tym razem od Erli ciekawe co z tego wyjdzie https://t.co/SRbBlLBpr0 https://t.co/X2YrnCKBK6 @jakubhajost Kolejny pozew - tym razem od Erli ciekawe co z tego wyjdzie https://t.co/SRbBlLBpr0 https://t.co/X2YrnCKBK6"
X Link 2026-02-02T15:46Z [----] followers, [----] engagements
"Seems like it's #Allegro who became an easy target for all sorts of lawsuits not #InPost getting damaged. π€·πΌβ https://www.dlahandlu.pl/e-commerce/allegro-zmierzy-sie-z-pozwem-od-polskiej-platformy166264.html https://www.dlahandlu.pl/e-commerce/allegro-zmierzy-sie-z-pozwem-od-polskiej-platformy166264.html"
X Link 2026-02-02T15:52Z [----] followers, [---] engagements
"Here's another holiday park with #InPost locker"
X Link 2026-02-03T07:55Z [----] followers, [---] engagements
"BTW I made urek out of fermented bread juice and it's surprisingly tasty. You have to thicken it with flour as it's way more watery than normal urek. But it passed a taste test π After almost a week it smells like urek. It looks wonderful and maybe tomorrow I will try to make a urek out of it. If it turns out well than you'll know what to do with leftover bread from now on https://t.co/6YD45nlQ7x After almost a week it smells like urek. It looks wonderful and maybe tomorrow I will try to make a urek out of it. If it turns out well than you'll know what to do with leftover bread from now on"
X Link 2026-02-06T16:44Z [----] followers, [---] engagements
"Zrobiem mamie instrukcj uywania Kindle. Szanujecie"
X Link 2017-12-08T19:06Z [----] followers, [---] engagements
"Jeli obserwujesz mnie dopiero od niedawna to kilku rzeczy moesz o mnie nie wiedzie. Urodziem si w Andrychowie maym miecie midzy Wadowicami a Owicimiem midzy miejscem urodzenia Jana Pawa II a miejscem kani milionw ludzi. To ju jako czowieka formatuje"
X Link 2021-03-28T11:39Z [----] followers, [--] engagements
"π http://youtube.com/watchv=Boi80YiCTtg&feature=youtu.be http://youtube.com/watchv=Boi80YiCTtg&feature=youtu.be"
X Link 2026-02-09T16:38Z [---] followers, [----] engagements
"Shoper a Polish shopify-style business integrated #InPost international into its systems allowing e-shops hosted in Shoper to ship orders to seven European countries where Inpost operates. News of the week I'm never selling my shares. $INPST https://www.dlahandlu.pl/e-commerce/integracja-inpost-z-platforma-shoper-latwiejsze-wysylki-za-granice166816.html https://www.dlahandlu.pl/e-commerce/integracja-inpost-z-platforma-shoper-latwiejsze-wysylki-za-granice166816.html"
X Link 2026-02-16T13:29Z [----] followers, [---] engagements
"RT @InbornTemper: @jakubhajost @ReneSellmann @RBrzoska @FedEx first institutional investor to publicly state it will reject InPost tender o"
X Link 2026-02-16T15:08Z [----] followers, [--] engagements
"@jakubhajost @ReneSellmann @RBrzoska @FedEx first institutional investor to publicly state it will reject InPost tender offer. Many more to follow (most will do so privately). [-----] offer is DOA. Increase the price or forget about taking $INPST private Aberdeen Group will vote against a consortiums buyout offer for InPost saying the proposal fails to reflect the Polish parcel locker operators intrinsic value or long-term growth trajectory https://t.co/9cH5roMcla Aberdeen Group will vote against a consortiums buyout offer for InPost saying the proposal fails to reflect the Polish parcel locker"
X Link 2026-02-16T14:35Z [---] followers, [----] engagements
"Aberdeen Group will vote against a consortiums buyout offer for InPost saying the proposal fails to reflect the Polish parcel locker operators intrinsic value or long-term growth trajectory https://www.bloomberg.com/news/articles/2026-02-16/aberdeen-says-7-8-billion-inpost-buyout-bid-undervalues-companytaid=699323ad3889c2000167ae47&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter"
X Link 2026-02-16T14:03Z 9.8M followers, 21.9K engagements
"100% agreed Never selling my beloved $INPST shares πͺ Aberdeen Group will vote against a consortiums buyout offer for InPost saying the proposal fails to reflect the Polish parcel locker operators intrinsic value or long-term growth trajectory https://t.co/9cH5roMcla Aberdeen Group will vote against a consortiums buyout offer for InPost saying the proposal fails to reflect the Polish parcel locker operators intrinsic value or long-term growth trajectory https://t.co/9cH5roMcla"
X Link 2026-02-16T15:08Z [----] followers, [----] engagements
"The first Polish newspaper with daily delivery to #InPost lockers the same day paper comes out of print. This is insane operational excellence by Inpost. $INPST https://www.signs.pl/rzeczpospolita-z-dostawa-inpost412317artykul.html https://www.signs.pl/rzeczpospolita-z-dostawa-inpost412317artykul.html"
X Link 2026-02-16T07:12Z [----] followers, [---] engagements
"ChatGPT pushes back on the idea that survival mode living is the only real life. Not only it's able to push back. It also refers to humans as "we". It is becoming a little weird. Talking to a Berber. I point to a barely visible contour in the south. - Over there. Are those Anti-Atlas mountains - Yes - And behind them Sahara - Yes my friend. Real life there. We walk in silence for a moment or two. - Real life my friend - he repeats. https://t.co/pJWu2UkxFS Talking to a Berber. I point to a barely visible contour in the south. - Over there. Are those Anti-Atlas mountains - Yes - And behind them"
X Link 2026-02-15T16:24Z [----] followers, [---] engagements
"Talking to a Berber. I point to a barely visible contour in the south. - Over there. Are those Anti-Atlas mountains - Yes - And behind them Sahara - Yes my friend. Real life there. We walk in silence for a moment or two. - Real life my friend - he repeats"
X Link 2026-02-15T09:57Z [----] followers, [----] engagements
"That was yesterday. Yet somehow I can't stop thinking about it. How cosy our lifes became. We pay for experiences because we hardly experience actual life anymore. So you go axe throwing escape rooms offroad in the desert. But it's all staged fake safe. Not real life"
X Link 2026-02-15T09:59Z [----] followers, [---] engagements
"Yes I'm in Morocco for a while. They have wonderful sunsets amazing tajines and they do have some parcel lockers"
X Link 2026-02-15T11:55Z [----] followers, [---] engagements
"@jakubhajost"
X Link 2026-02-14T12:48Z [---] followers, [---] engagements
"That's the difference between the ownership mindset and gambling mindset. Selling now guarantees the deal will happen. Holding gives you the right to reject tender offer. There is no sell now buy back later. @jakubhajost I admire the honorable stance but if the deal closes you get paid $15.60. If the deal doesnt close it most likely drops to $10. Unless youre the white knight in shiny armor that can run a campaign against mgmt and win why would you not sell and enter again if deal fails @jakubhajost I admire the honorable stance but if the deal closes you get paid $15.60. If the deal doesnt"
X Link 2026-02-14T07:42Z [----] followers, [----] engagements
"@jakubhajost I admire the honorable stance but if the deal closes you get paid $15.60. If the deal doesnt close it most likely drops to $10. Unless youre the white knight in shiny armor that can run a campaign against mgmt and win why would you not sell and enter again if deal fails"
X Link 2026-02-14T04:32Z [--] followers, [----] engagements
"Fucking retards. BREAKING: Netherlands House of Representatives approves 36% tax on unrealized capital gains in stocks crypto and bonds. BREAKING: Netherlands House of Representatives approves 36% tax on unrealized capital gains in stocks crypto and bonds"
X Link 2026-02-13T23:06Z [----] followers, [----] engagements
"BREAKING: Netherlands House of Representatives approves 36% tax on unrealized capital gains in stocks crypto and bonds"
X Link 2026-02-13T21:33Z 3.1M followers, 4.4M engagements
"Fitch Places #inpost on Rating Watch Negative on Recommended All-Share Offer. They expect that the debt used to take Inpost private will be dumped on Inpost increasing leverage to 5x or even 6x. All the more reasons to reject tender offer. $INPST https://www.fitchratings.com/research/corporate-finance/fitch-places-inpost-on-rating-watch-negative-on-recommended-all-share-offer-13-02-2026 https://www.fitchratings.com/research/corporate-finance/fitch-places-inpost-on-rating-watch-negative-on-recommended-all-share-offer-13-02-2026"
X Link 2026-02-13T21:25Z [----] followers, [---] engagements
"#InPost slightly lowers prices in Poland. $INPST https://www.instalki.pl/news/rozrywka/inpost-obniza-ceny-przesylek-od-marca-2026/ https://www.instalki.pl/news/rozrywka/inpost-obniza-ceny-przesylek-od-marca-2026/"
X Link 2026-02-13T20:58Z [----] followers, [---] engagements
"#mondialrelay or the French operation of #InPost group reached [-----] APMs in France. $INPST https://itrnews.com/articles/208807/mondial-relay-by-inpost-franchit-le-cap-des-10-000-lockers-en-france.html https://itrnews.com/articles/208807/mondial-relay-by-inpost-franchit-le-cap-des-10-000-lockers-en-france.html"
X Link 2026-02-13T20:56Z [----] followers, [---] engagements
"#FedEx sees in #InPost exactly what I see in it and what the market failed to appreciate. And yet I hope the deal will collapse and FedEx will work with InPost anyway. I am not selling because of ownership mindset and willingness to reject tender offer now. $INPST"
X Link 2026-02-12T21:13Z [----] followers, [----] engagements
"The syllabus of what was read at a small secondary school in their final two years by teenagers who focused on Classics in [----]. It is now more than is read in any three- or four-year university degree in the world"
X Link 2025-07-18T19:30Z 34.1K followers, 265.8K engagements
"But no. I didn't become an owner with huge conviction to let go of my prerogative to reject the tender or to just roll over and give up wonderful business at this silly price. No sir"
X Link 2026-02-12T22:13Z [----] followers, [---] engagements
"A few thousand shares stopped the management authorisation to issue [--] billion new shares. So maybe now a few thousand shares may stop delisting It's not hope. It's a stance. From my POV worst case scenario I'm forced to sell with 40% profit. I won't sell willingly"
X Link 2026-02-12T22:16Z [----] followers, [---] engagements
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/creator/x::jakubhajost