Fernando Vallarino @FernandoInvests
Stock enthusiast. rodincaptl.substack.com Ecuador Joined February 2022-
Tweets61
-
Followers497
-
Following751
-
Likes166
Earlier this week I posted a write up on $MCB.L. A private label and contract manufacturer that earns on avg double digit ROCE and should earn substantially higher profitability through cycles after a successful activist involvement. Close to 5x EV/EBITDA. rodincaptl.substack.com/p/mcbride-prof…
1
0
5
4K
9
Download Image
A summary on the encouraging situation at LifeVantage $LFVN and at $SMLP. (Un)fortunetely the big news at $SMLP came out today! open.substack.com/pub/rodincaptl…
$EML.AX announces sale of Sentenial for $54.1m. Management keeps executing! Curious if the stock trades sideways as usual.
A crisp writeup on Net Lease Office Properties $NLOP! Feedback and comments are welcomed as always. Particularly on the valuation where I took a rather simple approach. open.substack.com/pub/rodincaptl…
A short write up on 3 arbitration situations. Give it a read and share thoughts! $GDRZF $IDA.AX $MON.V open.substack.com/pub/rodincaptl…
Wrote a post on Avation Plc. $AVAP.L $AVAP Here is the link: rodincaptl.substack.com/p/a-short-memo…
Rent will be 5 pez per night fellows. $SAVE
Rent will be 5 pez per night fellows. $SAVE
Some thoughts on Delta Apparel given recent developments $DLA. rodincaptl.substack.com/p/some-thought…
New post! $CLMT $SAVE $AVAP.L $DLA $EML.AX $PDG.L $PAC.AX $WCG.AX $DNK.AX open.substack.com/pub/smartcaptl…
Where you will be moving if $SAVE deal breaks
Me waiting for $DNK.AX to return capital and relist 😴🦥 @respeculator @puppyeh1
Fernando Vallarino retweeted
Ahead of its time
Might have to delete this place from my sartorial ventures @DanielSLoeb1
Latest post: Calumet Specialty Products Partners, L.P $CLMT Equity stub. Interesting r/r profile. open.substack.com/pub/smartcaptl…
Write-up on Calumet. This one has been written many times, and I thought I would hop on the bandwagon. Hopefully, I bring something new to the table. open.substack.com/pub/smartcaptl…
ConstancePigou @98ij7OhWTVcfq
14 Followers 669 Following
Matilda @g792yb8ct50mHno
23 Followers 680 Following I’m not a one in a million kind of girl, I’m a once in a lifetime kind of woman.
Myles @fphysnerd
4K Followers 1K Following Physics grad, value investing zoomer, pole dancer, professional Excel monkey, "best hair on fintwit" 🏳️🌈 🇩🇪
Jeanne @Nuorlaws11033
46 Followers 2K Following You are never too old to set another goal or to dream a new dream.
Uicookij @Uicookij973
63 Followers 3K Following
ScarlettMuse @kennyjurgens
20 Followers 1K Following The world is gentle and vast, I want to walk slowly
Clemente Wil ✪ @WIClementeII
439 Followers 1K Following Investing & stuff. Dropped out, student of life. prev keyrock, co-founded reflexivity (sold to public co.) Not investment advice, opinions change, etc
Jeanette @Eaciawqmew5107
45 Followers 2K Following Be a girl with a mind, a woman with attitude, and a lady with class.
SabrinaWells @xoQo7rhW7kHUCE6
15 Followers 689 Following Keep shining, beautiful one. The world needs your light.
Cecelia @Gloome75795
30 Followers 2K Following
EdenMeredith @xbm8E3il11wGZA1
18 Followers 683 Following
_Compounding Quality @QCornpounding
39 Followers 891 Following 🏰 Quality Stocks 🧑💼 Former Professional Investor ➡️ Teaching people about investing on our website.
Andrew Freedman CFA. ... @heddgeyeComm
262 Followers 2K Following Comms + Software Sector Head @Hedgeye (Internet, Media & Cable/Telco) For research, click the website link below!
Simone @HeaneyDewa24993
60 Followers 3K Following
ModestyEuphemia @O21C12ZOtojFT
10 Followers 1K Following
EudoraO’Casey @AGQ31O5376rIC4
39 Followers 2K Following
AmeliaDuBois @Ljt47GYlw25D97
9 Followers 1K Following
SylviaElsie @uMn9bY0BL8p42Uj
7 Followers 598 Following
EnidVeblen @3s4m08q1YnVak9Y
48 Followers 2K Following
Rhowu @Rhowu83481
25 Followers 2K Following
Cecelia @B1zJHk5oIs37L3
17 Followers 891 Following
Delphine @Yfaumir80710
46 Followers 2K Following I’m learning to love the sound of my feet walking away from things not meant for me.
yash tank @yashtank1
33 Followers 156 Following
shubbler @shubbler
1 Followers 411 Following
FLG @FerLang19
32 Followers 218 Following
Colin…King @valuredontlie
170 Followers 3K Following All value. No advice | Stock Newsletter https://t.co/CirhTV0GxX | Profit tools @ profitmastery|HoldCo https://t.co/yerUvN1VRM
MeroyAdams @L6RQye8R44jP8v
29 Followers 1K Following
Roberta @Uwergo6534
35 Followers 2K Following There is no limit to what we, as women, can accomplish.
QuantSignals🇺🇸 @Gueamui61520
44 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Diana @v8j1eBu2bEC2M2
33 Followers 1K Following
LesleySenior @56es6J3PW7aXFtu
36 Followers 1K Following
njefjay @njefjay
175 Followers 918 Following
Lee Roach @leevalueroach
8K Followers 262 Following I’m interested in post bankruptcy, NAV, and undervalued micro and nano cap stocks. Margin of safety over everything. I write about cheap stocks.
Soham @ascharya108
890 Followers 313 Following Uncovering sharp ideas in the market haystack. Not financial advice.
ConsumerTechBets @optionsly
3K Followers 716 Following High Growth US Consumer Tech. Previously at 3 midcap public tech cos. Voting and weighing stocks. raw thoughts. dms open.
John Doe @johndoestocks
96 Followers 152 Following
Paul Enright @pmje73
21K Followers 196 Following
Mike @BlackScholesMan
3K Followers 260 Following
Stoic Point Capital M... @stoic_point
3K Followers 400 Following Any statements or commentary from Stoic Point are not an advertisement and do not constitute an offer of any securities or investment advisory services.
Jimmy - Moneyfacturer... @compounderology
741 Followers 263 Following I look for undiscovered high quality small-cap businesses by combing through all stocks one by one. No Financial advice.
Wolfdog Capital @Wolfdog_Capital
659 Followers 2K Following
Not Warren Buffett @YieldCurveBalI
734 Followers 6 Following
Karst @KarstResearch
3K Followers 204 Following Trying to keep it simple, I think. Sometimes an outdoors account. 🇺🇸
Jerome @RagweedCapital
392 Followers 204 Following BS Mechanical & Aeronautical Engineer turned full-time investor. Micro cap deep value is my game. DMs open to verified users. Let's revive #FinTwit.
Continuous Compoundin... @CompoundingUp
3K Followers 872 Following Sharing unique value stock pitches. Occasional special situations. Not investment advice. DYODD. Entertainment Purposes Only.
Eric Stewart @Stewart_of_Mars
404 Followers 398 Following Co-founder of https://t.co/x6D9tP4QQN 📃-🚀 We make the FCC's regulatory process accessible and actionable for everyone. https://t.co/dDljeVdioq
Mojo @MrMojoRisinX
5K Followers 432 Following Inside The Mind of Mojo - https://t.co/zNoMHkx0Eb and Be Water https://t.co/cnol0oK44h
Luis V. Sanchez @LuisVSanchez777
8K Followers 815 Following Founder of LVS Advisory, a boutique investment firm. [email protected]. Tweets are for information only, not investment advice.
Randall Henri Steinme... @Randall7575
3K Followers 5K Following Whistleblower attorney: securities fraud.
Christian Ryther @CurreenCR
6K Followers 566 Following Ultramarathoner/Value Investor seeks high returns on capital, great mgmt, 5+ upside/downside. Partial to special sits and smallcaps globally. LMK...
Borlaug @Borlaug_
5K Followers 1K Following Doing God's work (extracting alpha from the healthcare sector)
Peter Mantas @peter_mantas
5K Followers 850 Following LO biotech and life sciences. Avid soccer fan. DMs open.
Colarion @colarion
5K Followers 39 Following Investment advisor focused on the financial sector. Posts are not advice. Personal bank writings: https://t.co/7DjuSIUNUR
Catalyst Capital @leveredvalue
1K Followers 1K Following Global special sits professional by day, shitCo & option enthusiast at night. Tweets are my views/reflect positioning not reccs, RT=! endorsement, DYDD and GLTA
alternativesyieldboi @alt_yield_boi
123 Followers 275 Following
crowdturtle 🐢 @crowdturtle
5K Followers 2K Following Investor in syndicated cash-flow-in-place real estate, public securities, loans, and #blockchain
SumZero @SumZero
23K Followers 2K Following 15+ year old social network offering actionable investment opportunities from professional investors, daily. Fund Marketplace – source, track, invest. DYODD.
RepVue @repvue
2K Followers 33 Following Sales pros: never make a career mistake again. Join and access insights as to what it's REALLY like to sell for the world's most well-known sales orgs.
Conch Shell Capital @TMTMoats
8K Followers 307 Following I Talk About the TMT Sector & Deconstructing the Investment Process. Covering TMT for 20+ years. All Views/Opinions are not Investment Advice.
AnotherBioInvestor @AnotherBio
2K Followers 272 Following ShitCo connoisseur | focus on biotech | long form stuff might end up on the stack | Why so serious it´s only money | NFA
carried_no_interest @carrynointerest
35K Followers 1K Following Private Equity Investor skewing towards software. Former Head of AI @ $1B+ PE fund. Former Data Scientist using AI to source deals. DMs Open
Joey Brookhart @SaasquatchC
4K Followers 609 Following https://t.co/8o9bH03L01 | L/S Software & Consumer
research2discovery @R2Discovery
1K Followers 176 Following Focused on finding great businesses. Concentrated Long Term Investor. Insights Driven. Own opinions, no investment advice.
Adam @ RepVue @thaAdamLittle
3K Followers 2K Following VP Data and Operations @repvue | Talks about B2B Sales Org KPIs | Enterprise Software / TMT Alternative Data | Attempting to separate 🌾 | Member WPN #GoPack 🐺
2500cap @2500capital
852 Followers 251 Following neither offering financial advice nor seeking to raise money, personal opinions only; ISO investment ideas, friends, and wisdom. #timehorizonarbitrage
HaleFunds @HaleFunds
671 Followers 274 Following This is neither investment advice nor a solicitation of any form. Past performance is not necessarily indicative of future performance.
Homer V. Homer @Homervshomer
209 Followers 143 Following Sharing my world thru talking to myself. Anything that is on my mind. Not investment advice. Whatever that makes me laugh.
Jay📖 @jayluxeed
1K Followers 403 Following incentive architect | not a physician | exploring ideaspace
Citron Research @CitronResearch
368K Followers 495 Following Citron Research | Since 2001, delivering bold market analysis & investment insights. Led by Andrew Left, empowering informed financial decisions worldwide.Trends for United States
200 B posts
51,1 B posts
10,3 B posts
86,6 B posts
5.972 posts
7.160 posts
15,8 B posts
43,9 B posts
4.913 posts
12,2 B posts
24,7 B posts
40,7 B posts
57,7 B posts
6.976 posts
7.896 posts
49,8 B posts
11,4 B posts
6.928 posts
3.804 posts
You might like
David Polansky
@davidhpolansky
2K Followers
AltayCap
@AltayCapital
13K Followers
Cheapskate Value
@cheapskatevalue
626 Followers
Zhaozhe Jiang
@Astervox42
741 Followers
Shadowridge Value
@Shadow_Value
1K Followers
RainbowRoadCap
@RainbowRoadCap
943 Followers
nvariantcapital
@nvariantcapital
370 Followers
ArbSensei
@ArbSensei
297 Followers
Abhay Srivastava
@abhay_sriv
110 Followers
Arkham Capital
@Arkham_Capital
223 Followers
AC/DC
@1WCML
213 Followers
Soup Cap
@capital_in_soup
211 Followers
Matt Hansen
@Mhansensdca
193 Followers
Tim
@RealTimBeyer
408 Followers
Exit Liquidity
@NotGudInvestor
151 Followers