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# ![@origoinvest Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1951192959946465282.png) @origoinvest Origo

FinHubIQ discussions are centered around various investment opportunities and company analyses, with a notable focus on Safran, a commercial aircraft engine manufacturer with a near-monopoly in the narrowbody market. Investors are highlighting the company's potential for long-term growth and predictable cash flows. Additionally, there are mentions of other companies, such as Sapporo Holdings and Pinduoduo, with discussions around their valuation, growth prospects, and market trends.

### Engagements: XXXXX [#](/creator/twitter::1951192959946465282/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1951192959946465282/c:line/m:interactions.svg)

- X Week XXXXXX +547%
- X Month XXXXXXX +75%

### Mentions: XX [#](/creator/twitter::1951192959946465282/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1951192959946465282/c:line/m:posts_active.svg)

- X Week XX -XXXX%
- X Month XXX +26%

### Followers: XXX [#](/creator/twitter::1951192959946465282/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1951192959946465282/c:line/m:followers.svg)

- X Week XXX +5.20%
- X Month XXX +43%

### CreatorRank: XXXXXXX [#](/creator/twitter::1951192959946465282/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1951192959946465282/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1951192959946465282/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXX% [technology brands](/list/technology-brands)  XXX% [currencies](/list/currencies)  XXX% [luxury brands](/list/luxury-brands)  XXX% [social networks](/list/social-networks)  XXX% [automotive brands](/list/automotive-brands)  XXX% [vc firms](/list/vc-firms)  XXX%

**Social topic influence**
[money](/topic/money) 5.49%, [$cvna](/topic/$cvna) #78, [$safpa](/topic/$safpa) 3.3%, [$klar](/topic/$klar) #35, [ipo](/topic/ipo) 3.3%, [unlock](/topic/unlock) 3.3%, [longterm](/topic/longterm) #889, [over the](/topic/over-the) 3.3%, [japan](/topic/japan) 3.3%, [$2501t](/topic/$2501t) #61

**Top accounts mentioned or mentioned by**
[@contrariancurse](/creator/undefined) [@thewhitewhalev2](/creator/undefined) [@boringbiz](/creator/undefined) [@chamath](/creator/undefined) [@cryptogodjohn](/creator/undefined) [@stocktwitsindia](/creator/undefined) [@yodastockinvest](/creator/undefined) [@ravisrealm](/creator/undefined) [@randysteuart](/creator/undefined) [@kjoules](/creator/undefined) [@niccruzpatane](/creator/undefined) [@salesforce](/creator/undefined) [@benioff](/creator/undefined) [@harrystebbings](/creator/undefined) [@specialsitsnews](/creator/undefined) [@pantexcap](/creator/undefined) [@unicusresearch](/creator/undefined) [@ogcapital25](/creator/undefined) [@investmenttalkk](/creator/undefined) [@illiquidinsight](/creator/undefined)

**Top assets mentioned**
[Carvana Co. (CVNA)](/topic/$cvna) [Klarna Group (KLAR)](/topic/$klar) [Southern Co (SO)](/topic/$so) [General Electric Company (GE)](/topic/$ge) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Affirm Holdings, Inc. Class A Common Stock (AFRM)](/topic/$afrm) [SATS (Ordinals) (SATS)](/topic/$sats) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Metadium (META)](/topic/$meta) [Boyd Gaming Corporation (BYD)](/topic/$byd) [Duke Energy Corp (DUK)](/topic/$duk) [Ares Protocol (ARES)](/topic/$ares) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Apollo Global Management, Inc. (APO)](/topic/$apo) [OwlDAO (OWL)](/topic/$owl) [Oxygen (OXY)](/topic/$oxy)
### Top Social Posts [#](/creator/twitter::1951192959946465282/posts)
---
Top posts by engagements in the last XX hours

"@niccruzpatane Crazy that a post highlighting technical prowess in America has to start with "this is not China""  
[X Link](https://x.com/origoinvest/status/1977949763699191835) [@origoinvest](/creator/x/origoinvest) 2025-10-14T04:09Z XXX followers, 99.3K engagements


"What is a Super Company according to Chris Hohn Not only has $SAF.PA delivered a XX% IRR to TCI over XX years () They recently INCREASED their stake by XX% So what makes Safran such a great compounder And why is one of the GOATS now doubling down Let's dive in (HINT: cashflows are now de-risked for another XX years)"  
[X Link](https://x.com/origoinvest/status/1960351292842557723) [@origoinvest](/creator/x/origoinvest) 2025-08-26T14:39Z XXX followers, 3760 engagements


"Please give us a follow for more write-ups like this"  
[X Link](https://x.com/origoinvest/status/1960351918183829881) [@origoinvest](/creator/x/origoinvest) 2025-08-26T14:41Z XXX followers, XXX engagements


"Diageo $DGE.L on Gen Z alcohol consumption patterns "Gen Z are expressing that they prefer to moderate.that being said the actual behaviour is more what we would call.Zebra striping" Huh come again"  
[X Link](https://x.com/origoinvest/status/1962824379722801223) [@origoinvest](/creator/x/origoinvest) 2025-09-02T10:26Z XXX followers, 4008 engagements


"$KLAR IPO - $15bn valuation (20x oversub) - 5x Rev / -ve earnings - Classic origination volume pump ahead of IPO - Declining origination standards - Weakening labour market Will run-up first cause that's the market we're in But don't let insiders dump on you (Mar-26 unlock)"  
[X Link](https://x.com/origoinvest/status/1965647127545290875) [@origoinvest](/creator/x/origoinvest) 2025-09-10T05:22Z XXX followers, 16.9K engagements


"A good summary of some of the logistical challenges related to the AI datacenter build-out and degree of leverage that power providers now have by @PantexCap Think companies like $SO offer nice exposure to growing long-term PPA business with Hyperscalers with nice downside protection from regulated revenue and offer a nice pair trade against marginal capacity providers where execution is priced to perfection"  
[X Link](https://x.com/origoinvest/status/1973612431831343268) [@origoinvest](/creator/x/origoinvest) 2025-10-02T04:54Z XXX followers, XXX engagements


"Take-private activity in Japan has tripled YoY and now stands at $28B YTD Blackstone's recent $3.5B acquisition of TechnoPro $6028.T concludes a nice +64% YTD performance for shareholders While there is money to be made in small to mid-cap deep value I prefer to target $1B - $5B market cap companies as my sweet spot where there is much more optionality for catalysts and less (relatively speaking) governance shenanigans Follow the record Japan dedicated capital that is being raised and front-run their mandates"  
[X Link](https://x.com/origoinvest/status/1973642370504860147) [@origoinvest](/creator/x/origoinvest) 2025-10-02T06:53Z XXX followers, XXX engagements


"@UnicusResearch How $KLAR is looking to grow market share"  
[X Link](https://x.com/origoinvest/status/1974103426880688423) [@origoinvest](/creator/x/origoinvest) 2025-10-03T13:25Z XXX followers, XXX engagements


"How to take market share in the BNPL space $AFRM will report missed payments to credit bureau but not $KLAR Fantastic selling point $KLAR"  
[X Link](https://x.com/origoinvest/status/1974110906801140092) [@origoinvest](/creator/x/origoinvest) 2025-10-03T13:54Z XXX followers, XXX engagements


"This is positive for $SAF.PA rollout of their LEAP engine model Safran is now + XX% YTD"  
[X Link](https://x.com/origoinvest/status/1975054868185501879) [@origoinvest](/creator/x/origoinvest) 2025-10-06T04:25Z XXX followers, XXX engagements


"Bain Capital imploring other PE firms to chill so that they can go after cheaper deals Unless its their legacy bags then please bid it up"  
[X Link](https://x.com/origoinvest/status/1975181844766445644) [@origoinvest](/creator/x/origoinvest) 2025-10-06T12:50Z XXX followers, XXX engagements


"Read-through for Echostar $SATS and SpaceX"  
[X Link](https://x.com/origoinvest/status/1975554561814540483) [@origoinvest](/creator/x/origoinvest) 2025-10-07T13:31Z XXX followers, 1118 engagements


"Time to buy the dip on the long Hermes / short Kering pair trade which has compounded at XX% annually for the past X years Believe Kering's recent expectations driven re-rate on the back management and creative direction changes is overdone Execution risk on (i) turning around a damaged and overly-diluted Gucci brand (ii) structural changes in the APAC consumer mistaken as temporary (30% of sales) and (iii) general mass-aspirational positioning is now underpriced Kering is trading at an LTM P/E of 52x despite no tangible progress in the core business History shows that once a brand/retail"  
[X Link](https://x.com/origoinvest/status/1975822222372876590) [@origoinvest](/creator/x/origoinvest) 2025-10-08T07:15Z XXX followers, XXX engagements


"@InvestmentTalkk This is on the back of a similarly over optimistic re-rate of $KER.PA"  
[X Link](https://x.com/origoinvest/status/1976991530633380364) [@origoinvest](/creator/x/origoinvest) 2025-10-11T12:41Z XXX followers, XXX engagements


"Your IPO was priced to perfection by your bankers at a pretty frothy window in the market Lots of fast money funds in the 20x oversubscribed book that were looking to flip the stock Right now the combination of (i) lower rates and (ii) increased default risk is impacting the broader alternative credit universe from private credit GPs to BNPL companies Nothing that you can control so not worth obsessing over"  
[X Link](https://x.com/origoinvest/status/1977247198770610565) [@origoinvest](/creator/x/origoinvest) 2025-10-12T05:37Z XXX followers, XXX engagements


"@jimcramer You think It's been happening all along $CVNA insiders not making the same mistake twice"  
[X Link](https://x.com/origoinvest/status/1979084002007925136) [@origoinvest](/creator/x/origoinvest) 2025-10-17T07:16Z XXX followers, XXX engagements


"@larpcapitalwc @Versace_Trader Can I hire him to run my X account"  
[X Link](https://x.com/origoinvest/status/1979084527550275587) [@origoinvest](/creator/x/origoinvest) 2025-10-17T07:18Z XXX followers, XX engagements


"@John_Hempton A lot of the shorts were put on in the last 6-18 months on the back of cocoa prices going balistic their hedging book / increase in leverage and knock-in reduction in wholesale volumes - mostly rearview mirror now though"  
[X Link](https://x.com/origoinvest/status/1979437121544093762) [@origoinvest](/creator/x/origoinvest) 2025-10-18T06:39Z XXX followers, XXX engagements


"@TedPillows There is little overlap for a rotation play if you consider where the sustained marginal bid for gold has come from (PBOC) Perhaps on the margin for some entities such as Tether I am bullish BTC long term but don't think it comes from sucking up existing liquidity in gold"  
[X Link](https://x.com/origoinvest/status/1979448499382161423) [@origoinvest](/creator/x/origoinvest) 2025-10-18T07:24Z XXX followers, XX engagements


"+ 520bps spread this past week on the long Hermes / short Kering catch-up trade"  
[X Link](https://x.com/origoinvest/status/1979499226506940574) [@origoinvest](/creator/x/origoinvest) 2025-10-18T10:46Z XXX followers, XXX engagements


"@wangzjeff Completely different opex / capex / network effect profile than $META (infinitely more capital hungry) also Facebook IPO was done at $100bn not $500bn (the main issue here)"  
[X Link](https://x.com/origoinvest/status/1979523399279100234) [@origoinvest](/creator/x/origoinvest) 2025-10-18T12:22Z XXX followers, XXX engagements


"@Invesquotes X. Facebook was valued at $100bn not $500bn"  
[X Link](https://x.com/origoinvest/status/1979523656419340475) [@origoinvest](/creator/x/origoinvest) 2025-10-18T12:23Z XXX followers, XXX engagements


"Lots of interesting Japan stocks out there I like Sapporo Holdings $2501.T Significant real estate holdings that mask inept management performance on core beer operations Obvious value unlock potential if they sell down their real estate (potentially worth more than current mkt cap) and re-align core biz with industry margins"  
[X Link](https://x.com/origoinvest/status/1960630485614501918) [@origoinvest](/creator/x/origoinvest) 2025-08-27T09:08Z XXX followers, XXX engagements


"What do you think of when you think of $GE Lethargic Legacy Do you know what's actually left Turns out $GE has been a textbook Joel Greenblatt spin-off +63% YTD residual business set to dominate its niche next XX yrs and a chart that's about to break-out"  
[X Link](https://x.com/origoinvest/status/1962154560790954410) [@origoinvest](/creator/x/origoinvest) 2025-08-31T14:04Z XXX followers, XXX engagements


"One of Buffet's cardinal investing principles is whether a Company has real pricing power With XXX EV manufacturers in China and aggressive price competition this is no longer the case for $BYD Having said this I do believe that $BYD will be one of the top 2-5 players that will emerge stronger from the inevitable industry consolidation that will take place over the next 3-5 years Company is uniquely positioned through vertical integration to be top decile on the EV cost curve The upside kicker will be how well they apply their playbook to the robotics market which is just getting started Am"  
[X Link](https://x.com/origoinvest/status/1969995330440855700) [@origoinvest](/creator/x/origoinvest) 2025-09-22T05:21Z XXX followers, 4901 engagements


"Many of these characteristics are also present in $GE and $SAF.PA (aircraft engines) which are closer to monopolies and with better growth tailwinds Also two of Chris Hohn's top investments at TCI Some more on $SAF.PA here"  
[X Link](https://x.com/origoinvest/status/1971129190398468225) [@origoinvest](/creator/x/origoinvest) 2025-09-25T08:26Z XXX followers, XXX engagements


"Barry Callebaut $BARN.SW is an interesting short-squeeze set-up $7B mkt. cap / XX% short interest / 50x days to cover There is also SI on the US OTC which is extremely thinly traded BC is a Swiss Company and the world's largest chocolate wholesaler - everything that could've gone wrong over the past few years went wrong - Cocoa prices surged 4x long-term averages to $13k / ton last year following poor harvests and weather events - Margin called on hedging contracts - Despite pass-through contracts volumes got hit - Suffered a salmonella outbreak at its largest factory Cocoa prices have now"  
[X Link](https://x.com/origoinvest/status/1974088906439376918) [@origoinvest](/creator/x/origoinvest) 2025-10-03T12:27Z XXX followers, XXX engagements


"History rhymes but it does not necessarily repeat In the 1990s most utilities that ventured in to the ISP market as a way to diversify into deregulated markets went belly up The case for utilities like $SO or $DUK today is much stronger since their capex investments are tied to long-term PPAs with some of the best credits available (Hyperscalers) rather than speculative build With the bottleneck in energy and negotiating leverage utilities have as enablers of the AI datacenter buildout I expect many of these companies to re-rate particularly if we enter a sustained rate-cutting environment"  
[X Link](https://x.com/origoinvest/status/1975867173596963118) [@origoinvest](/creator/x/origoinvest) 2025-10-08T10:13Z XXX followers, XXX engagements


"Large alternative asset managers are down another 5-15% since this post For Credit focused firms combination of weakening economy and rate-cutting cycle is creating a double whammy of (i) increased default risk and (ii) lower yields $ARES $KKR $APO $OWL"  
[X Link](https://x.com/origoinvest/status/1976978021598085189) [@origoinvest](/creator/x/origoinvest) 2025-10-11T11:47Z XXX followers, XXX engagements


"@ContrarianCurse Private guys get max bonuses for doing nothing"  
[X Link](https://x.com/origoinvest/status/1977812476181033343) [@origoinvest](/creator/x/origoinvest) 2025-10-13T19:03Z XXX followers, 3180 engagements


"@TheWhiteWhaleV2 @PeterSchiff Same. The very first financial asset I bought was gold / silver in 2010 with internship money on the back of listening to him"  
[X Link](https://x.com/origoinvest/status/1979177953226559497) [@origoinvest](/creator/x/origoinvest) 2025-10-17T13:29Z XXX followers, XX engagements


"In a way larger companies *should* beget higher valuations as they have demonstrated scalability / staying power and have much more optionality (capital markets M&A etc) In the case of Japan IMO can still find reasonably valued large-caps when adjusting out non-core assets and bloated balance sheets This of course assumes there is some impetus to streamline the Company"  
[X Link](https://x.com/origoinvest/status/1979513002773881118) [@origoinvest](/creator/x/origoinvest) 2025-10-18T11:40Z XXX followers, XX engagements


"@teddy_okuyama Anyone who is saying AI will fully replace juniors is missing the plot Money management is a competitive business and not a cost cutting exercise Leaner and supercharged teams yes and the juniors that emerge from this era will be the best yet"  
[X Link](https://x.com/origoinvest/status/1980048311198601371) [@origoinvest](/creator/x/origoinvest) 2025-10-19T23:07Z XXX followers, XX engagements


"@Pentosh1 @0xMape It would be easier if one could build a repeatable selection process on alts which doesn't involve rotating every 24h Stock selection is an easier game relatively speaking by virtue of more sustained trends and flows whenever universally agreed metrics are being met"  
[X Link](https://x.com/origoinvest/status/1980078533499383863) [@origoinvest](/creator/x/origoinvest) 2025-10-20T01:08Z XXX followers, XX engagements


"CKI making waves in the Thames Water restructuring blasting the creditor consortium and the regulator KKR had offered shallower haircuts to creditors but ended up walking away"  
[X Link](https://x.com/origoinvest/status/1980093615478354205) [@origoinvest](/creator/x/origoinvest) 2025-10-20T02:08Z XXX followers, XX engagements


"@atelicinvest @kingdomcapadv Distressed credit or post-reorg equities the only way to consistently make money in the space imo. Diddling in the middle on equities or the underlying commodity is a recipe for endless pain"  
[X Link](https://x.com/origoinvest/status/1980464764502634758) [@origoinvest](/creator/x/origoinvest) 2025-10-21T02:42Z XXX followers, XX engagements


"Sapporo Holdings $2501.T is one of those Japanese Special Sits I've been tracking for a while Significant real estate holdings that mask inept management performance on core beer operations Obvious value unlock potential if they sell down their real estate (potentially worth more than current mkt cap) and produce just average industry margins (on what is a pretty strong brand) Let me know if you would like a detailed write-up"  
[X Link](https://x.com/origoinvest/status/1960590593987633605) [@origoinvest](/creator/x/origoinvest) 2025-08-27T06:29Z XXX followers, XXX engagements


"At $10bn valuation Warren Buffet's $BRK potential purchase of $OXY chemical's business would chalk out to a 10.3x on LTM pre-tax earnings Not particularly cheap for a commodity chemicals business unless he believes we are closer to a cycle trough On through-the-cycle pre-tax earnings he would be paying closer to 6.8x Note that these segment earnings exclude unallocated corporate expenses of $1.7bn On a revenue pro-rata basis could be as high as $320m Purchase metrics would jump to 15.3x LTM and 8.7x L5Y The end-markets in chlorine and caustic soda (its primary products) are highly cyclical"  
[X Link](https://x.com/origoinvest/status/1973295014857097361) [@origoinvest](/creator/x/origoinvest) 2025-10-01T07:52Z XXX followers, 4123 engagements


"Saga continues for the Thames Water as it attempts to restructure its 20bn debt load Latest proposal from the senior creditors includes 5.4bn of new funds injected by way of new equity (3.15bn) and debt (2.25bn) XX% of existing debt (5bn) to be written-off (partial 4bn write-off for Class A and full 1bn write-off for the junior tranche) Class A creditors would get XX% equity in exchange This latest iteration includes 1bn of incremental funding and steeper haircuts as Silver Point Elliot and Apollo attempt to persuade the UK regulator Ofwat to hand them the keys"  
[X Link](https://x.com/origoinvest/status/1973634350710464923) [@origoinvest](/creator/x/origoinvest) 2025-10-02T06:21Z XXX followers, XXX engagements


"The best way to play oil as a deep value value investor is through credit at cyclically opportunistic times - all cashflow catalyst no multiple expansion required Expressing your view on energy though the underlying commodity is generally horrible execution - negative carry no staying power no catalyst Lot of value investor are terrible at actually structuring a trade"  
[X Link](https://x.com/origoinvest/status/1980464025164230659) [@origoinvest](/creator/x/origoinvest) 2025-10-21T02:39Z XXX followers, XXX engagements


"@CL207 I remember only X years ago SK Hynix was a distressed / toxic name crazy"  
[X Link](https://x.com/origoinvest/status/1980489579452088384) [@origoinvest](/creator/x/origoinvest) 2025-10-21T04:21Z XXX followers, XXX engagements


"@Ross__Hendricks $CRWV would suffer the worst"  
[X Link](https://x.com/origoinvest/status/1980568302096359523) [@origoinvest](/creator/x/origoinvest) 2025-10-21T09:34Z XXX followers, XXX engagements


"Quick update on this one KKR-PAG consortium has been selected as preferred bidders for Sapporo Holdings real estate assets Price talk is 400-500bn noting that the Company's Ginza assets are excluded from the deal This would get us close to the 600bn of total RE value (roughly equivalent to the current market cap)"  
[X Link](https://x.com/origoinvest/status/1979493492608074155) [@origoinvest](/creator/x/origoinvest) 2025-10-18T10:23Z XXX followers, 3584 engagements


"@loomdart third one one thinks a $500k lamborghini costs $500k and never finds out (ends up the richest)"  
[X Link](https://x.com/origoinvest/status/1980074525342712050) [@origoinvest](/creator/x/origoinvest) 2025-10-20T00:52Z XXX followers, 2786 engagements


"You can still sell $CVNA at only XX% off its ATH"  
[X Link](https://x.com/origoinvest/status/1979175199510794448) [@origoinvest](/creator/x/origoinvest) 2025-10-17T13:18Z XXX followers, XXX engagements


"$CVNA CDS anyone Kinda looks interesting here"  
[X Link](https://x.com/origoinvest/status/1979502487389589808) [@origoinvest](/creator/x/origoinvest) 2025-10-18T10:59Z XXX followers, 1634 engagements


"This is what a top-tier hedge fund looks like when you are putting up the numbers $400-600m per annum split between XX partners"  
[X Link](https://x.com/origoinvest/status/1980470884168265966) [@origoinvest](/creator/x/origoinvest) 2025-10-21T03:07Z XXX followers, XXX engagements


"@pmarca You could conclude from this that over a long enough timeframe there is no bubble and current investments are rational Or that there is no rush to get involved future winners are not yet born and that you will be able to pick up great investments from the debris"  
[X Link](https://x.com/origoinvest/status/1980523899789127949) [@origoinvest](/creator/x/origoinvest) 2025-10-21T06:37Z XXX followers, 7443 engagements


"@1MainCapital Here are what the actual numbers look like for $CRWV Basically unless GPU useful life X years the economics are not great at all amd Einhorn is directionally correct Credit @KerrisdaleCap"  
[X Link](https://x.com/origoinvest/status/1980557538249884104) [@origoinvest](/creator/x/origoinvest) 2025-10-21T08:51Z XXX followers, XXX engagements


"Jamie Dimon: when you see one cockroach there are probably more JPM research analyst on $CVNA: Tricolor and First Brands are clearly idiosyncratic events Keep in mind JPM actively pitch for underwriting roles on auto loan ABS issuance for Carvana"  
[X Link](https://x.com/origoinvest/status/1980598369954472399) [@origoinvest](/creator/x/origoinvest) 2025-10-21T11:33Z XXX followers, XXX engagements