-
Tweets902
-
Followers5K
-
Following338
-
Likes1K
Karelia Tobacco: A Dollar Story marketshare.blog/2023/11/14/kar…
Friends. Grateful if you could please report this impostor account: @ValueWolf_
$P911.DE $PAH3.DE #luxury $VOW3.DE Acquired podcast on #Porsche: open.spotify.com/episode/5hroWX…
Slides from our East 72 Dynasty Trust presentation this afternoon $HAL.AS $ELF.TO $LPE.PA east72.com.au/wp-content/upl…
$MANU looking interesting again.
Interactive Brokers now offering access to Czech, Danish and Taiwanese exchanges. For all its flaws, IB offer the widest range of markets for us normie investors.
Lisbon, Portugal 🇵🇹
If you want some night-time reading with plenty of history you can learn from, this might fit the bill. $ODET.PA $BOL.PA $VIV.PA east72.com.au/wp-content/upl…
Hansa still trading at record discount levels. Very likely MSC buys their stake in Wilson Sons and there is some simplification of Hansa and Ocean Wilsons. $OCN $HANA
Hansa still trading at record discount levels. Very likely MSC buys their stake in Wilson Sons and there is some simplification of Hansa and Ocean Wilsons. $OCN $HANA https://t.co/cp3cjlBweC
+21% YTD H1 2023. 22% IRR since 2016. Main positions: Bolloré (ODET, MONC, ARTO, FORE) Karelia Tobacco Hansa/Ocean Wilsons Tessenderlo Burelle SA E-L Financial Corp Manchester United Porsche SE Wilh Wilhelmsen Gurktaler AG Malteries Franco-Belges
+21% YTD H1 2023. 22% IRR since 2016. Main positions: Bolloré (ODET, MONC, ARTO, FORE) Karelia Tobacco Hansa/Ocean Wilsons Tessenderlo Burelle SA E-L Financial Corp Manchester United Porsche SE Wilh Wilhelmsen Gurktaler AG Malteries Franco-Belges
Manchester United negotiating exclusivity with Qatar's Sheikh Jassim in $6 bln-plus sale talks-sources reuters.com/markets/deals/… @ASenjourno $MANU
$OCN looking to sell its controlling stake in Wilson Sons. This likely ends in a merger of $OCN and $HANA. $HANA actually trades at 55% discount rather than reported 44% (if you take the quoted value of Wilson rather than OCN).
$OCN looking to sell its controlling stake in Wilson Sons. This likely ends in a merger of $OCN and $HANA. $HANA actually trades at 55% discount rather than reported 44% (if you take the quoted value of Wilson rather than OCN).
Went speculatively long $MANU on Friday (only partly for entertainment purposes). Bizarrely large upside to Sheikh Jassim’s offer. Likely Glazers’ play has been to string INEOS along to get higher bids out of Jassim. Will find out this week.
Went speculatively long $MANU on Friday (only partly for entertainment purposes). Bizarrely large upside to Sheikh Jassim’s offer. Likely Glazers’ play has been to string INEOS along to get higher bids out of Jassim. Will find out this week.
France has a lot of long-term compounders. Here are the companies that over the last 20 years have annualised their share price growth over 13% . ⬇️⬇️⬇️ Which are your favourites? LVMH? Hermes? Sartorius Stedim Biotech?
Wilh Wilhelmsen ($WWIB) now trading at a 57% discount and 2.75x LTM look-through earnings (admittedly peak ro-ro earnings in 2022). ~140m dividend coming from Wallenius. Decent chance of ro-ro earnings staying elevated if new affreightment contacts are signed at higher rates.
Benfica $SLBEN have to be the most profitable football club. Bought Fernandez for €18m in July and flipping him to Todd Boehlyfor €120m 6 months later. Stock performance unbelievable in last decade.
Benfica $SLBEN have to be the most profitable football club. Bought Fernandez for €18m in July and flipping him to Todd Boehlyfor €120m 6 months later. Stock performance unbelievable in last decade. https://t.co/EszBXPSJhe
This is one of the best "screens" I have seen for Buffett-type stock ideas What stocks (if any) are going to be: • 15x EPS next year • 90% sure to have higher EPS in 5 years • 50/50 chance of compounding at 7% a year Name some stocks that fit this screen!
Jeremy Raper @puppyeh1
42K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
Dave Waters @alluvialcapital
26K Followers 2K Following Purveyor of fine tweets/xeets. Alluvial Capital Management, LLC since 2014. I buy weird, weird stuff. DMs open. Pittsburgh! https://t.co/2ryxQtceTv
Idea Hive @ideahive
42K Followers 423 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
Frederik Christopher .. @NeckarValue
85K Followers 1K Following at the intersection of Money and a Meaningful life master money before it masters you
Michael Fritzell (Asi.. @MikeFritzell
22K Followers 2K Following Your eyes and ears in Asia. Author of Asian Century Stocks (https://t.co/SECHidnjZ4).
Lawrence Hamtil @lhamtil
31K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Ohio Capital Ideas @ohcapideas
6K Followers 1K Following “As far as possible without surrender be on good terms with all persons.”
Fox Castle Holdings�.. @FoxCastlehold
7K Followers 147 Following Private investor. Likes family run companies. SFAF member. Newsletter: https://t.co/okS6ypMBPT
Trevor Scott . AI @TidefallCapital
33K Followers 1K Following No Management Fee. No Closet Indexing. Just Investing. Tweets are not investment advice.
Ina, Return of the Ni.. @IBuyCheapNPray
5K Followers 840 Following At the intersection of extreme cheapness & maximum pessimism. Mandingo from the Wooded Savanna. I believe in freedom from debt, thrift, and buying hard assets.
Olivier @ReturnsJourney
8K Followers 2K Following Investor, discoverer of hidden stock gems at https://t.co/Bju6N5dgYF
Capital Valor @CapitalValor
6K Followers 575 Following Institutional investor (single name moves mentioned are in my private book). Value focus.
ThePupil @thepupil11
8K Followers 2K Following asset heavy companies, i steal 100% of my ideas and 50% of my due diligence from others and make lots of mistakes and generally get more credit than deserved
Berkshire Haddaway (o.. @be_haddaway
3K Followers 2K Following What is right, and what is wrong? Give me a sign. Special situations || Long/Short || Global Equities || Smallcaps
Thomas Braziel @ThomasBraziel
16K Followers 2K Following We have capital for distressed deals - https://t.co/M0e6PLPHuf
Philippe Luchési @LuchesiPhilippe
8K Followers 98 Following Membre SFAF- Depuis 1998 stock picker Investisseur pour compte propre Mon terrain : usines, rencontres des dirigeants Mes critères : fondamentaux + management
Sleepwell🛌 @SleepwellCap
22K Followers 614 Following Looking for investments to sleep well. Mostly Music, Tech, Financials & Luxury. Musician and engineer. Opinions my own, please see disclaimers on Substack.
Syibran @Syibran825493
0 Followers 16 Following
Ansley Engen @AnsleyEng
47 Followers 5K Following
CaraBell @m90iM65GzTj32
1 Followers 126 Following
Seage @Seage180879
12 Followers 182 Following
Laurel Linsay @linsa_lau
87 Followers 5K Following
Seetotr @seetotr51541
6 Followers 205 Following
Jeashue @Jeashue16501
1 Followers 198 Following
avi @adahan123
132 Followers 2K Following
KawKawUpInTheAir @kaw_in_the_air
73 Followers 757 Following
Argo Capital @ArgoCapi
33 Followers 80 Following Family office investing in tech & finance. Posts by our chairman.
Jack C. @alphafchk
73 Followers 465 Following
Universal Cash @UniversalCash82
93 Followers 1K Following
Scott Salyers @devou19
80 Followers 544 Following
Ben Dover @bendover6585
74 Followers 207 Following Investment Analyst | Global Macro | Anonymous Account
Danica Annino @annino22816
63 Followers 5K Following
Damian Cepil @DamianCepil_
5 Followers 215 Following
Sasha Mundschenk @sas_mundschen
76 Followers 5K Following
Marek Senft @MarekSenft
12 Followers 137 Following
ScalperD @scalperdave
112 Followers 1K Following
Romy Morera @MoreraRomy89729
80 Followers 5K Following
David Benavides @dbenavidesa
97 Followers 951 Following En mi casa, el único lugar para animales es el refrigerador.
Little Caesar @little_caesar77
40 Followers 208 Following
Ambros Gleißner @ambrosgleissner
142 Followers 3K Following
Jake Pillard @JakePillard
103 Followers 747 Following
Daniel Kaminsky @dankhk
56 Followers 206 Following
Bogle Capital @boglecapital
0 Followers 436 Following
Richard Pitt @RichardPit4371
101 Followers 462 Following
Aliyah Helgren @AliyHelgr
34 Followers 5K Following
Stewart Manning @twinnstart
48 Followers 107 Following
Tara Burns @TaraBurns525353
0 Followers 1 Following
Frank @Frank6317623881
45 Followers 127 Following
GW @georgew1987
86 Followers 595 Following
Renate Babineau @BabineauRe75290
38 Followers 5K Following
Divergent Capital @Divergent7651
174 Followers 696 Following Diverging from the herd. Opinions expressed here are not recommendations or advice. Do your own research.
Kendal Domenico @KendalD77330
81 Followers 5K Following
Rick Lobe @gangshalishyt
6 Followers 201 Following
Jason Singh @Jason92Singh
23 Followers 207 Following
Negguhtive Alpha @NegguhtiveAlpha
121 Followers 131 Following SSER slave. I’m right and you are all wrong (unless you agree with me)
OKC Sports Guy @sportsguyokc
169 Followers 624 Following
Ryan @vanlife055
3 Followers 309 Following
𝅙 @0fkadn
3 Followers 2K Following
Mike @stwit33
122 Followers 1K Following
⬣ HEXₜₕₑʀɪ�.. @HexTheRipper
3K Followers 914 Following Day¹ Hexican⁵⁵⁵⁵ ⬣ https://t.co/F78tYsZ725 | https://t.co/BZh7FiGDqs | https://t.co/uP2UfAI1CD
Jeremy Raper @puppyeh1
42K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
Brandon Beylo @marketplunger1
73K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Dave Waters @alluvialcapital
26K Followers 2K Following Purveyor of fine tweets/xeets. Alluvial Capital Management, LLC since 2014. I buy weird, weird stuff. DMs open. Pittsburgh! https://t.co/2ryxQtceTv
ValueStockGeek @ValueStockGeek
69K Followers 3K Following DIY value investor. Blog & podcast: https://t.co/afz9RYcUq6 My asset allocation strategy: https://t.co/ZhLOYkiw5H
Frederik Christopher .. @NeckarValue
85K Followers 1K Following at the intersection of Money and a Meaningful life master money before it masters you
Michael Fritzell (Asi.. @MikeFritzell
22K Followers 2K Following Your eyes and ears in Asia. Author of Asian Century Stocks (https://t.co/SECHidnjZ4).
Pythia Capital, Baron.. @PythiaR
54K Followers 687 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Lawrence Hamtil @lhamtil
31K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Andrew Kuhn @FocusedCompound
43K Followers 1K Following Focused Compounding / Podcast 🎙/ We spend 99% of our time focused on the 1% of stocks every other fund ignores - All with $GEOFF Gannon. Not advice. DYODD.
Ohio Capital Ideas @ohcapideas
6K Followers 1K Following “As far as possible without surrender be on good terms with all persons.”
Bill Brewster @BillBrewsterTBB
48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
Fox Castle Holdings�.. @FoxCastlehold
7K Followers 147 Following Private investor. Likes family run companies. SFAF member. Newsletter: https://t.co/okS6ypMBPT
Alex Morris (TSOH Inv.. @TSOH_Investing
55K Followers 4K Following Founder of the TSOH Investment Research Service Long-term equity research and 100% portfolio transparency https://t.co/AVAjy2LgI1
Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
Yaron Naymark @1MainCapital
28K Followers 755 Following Tweets are informational only, never investment advice.
Trevor Scott . AI @TidefallCapital
33K Followers 1K Following No Management Fee. No Closet Indexing. Just Investing. Tweets are not investment advice.
Deep Value Situations @DV_Situations
12K Followers 136 Following The name says it all. Not investment advice.
Liberty 💚🥃 @LibertyRPF
29K Followers 867 Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 23,100+ subscribers)
Nikos Karamalis @KaramalisNikos
77 Followers 700 Following
Jonathan Wilson @jonawils
156K Followers 732 Following Football writer, author of Behind the Curtain, Inverting the Pyramid, Angels with Dirty Faces, The Names Heard Long Ago, Two Brothers; editor of The Blizzard
AnotherBioInvestor @AnotherBio
421 Followers 201 Following Long time investor Medium time-horizon for trades / investments
AltayCap @AltayCapital
8K Followers 922 Following Long / Short equities. Value investor. Istanbul https://t.co/vNBoJqo6Ji
Paulo Macro @PauloMacro
140K Followers 264 Following Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLz
Business Post @businessposthq
107K Followers 104 Following In store Sunday or subscribe for news, analysis, features, @FoodandWineIE, @IrishTatler and @ConnectedBP. 📥 Sign up to our newsletters https://t.co/dXryY0QNpj
Orsetto @shot_change
2K Followers 146 Following Scarcity, permanence, independence | Disclaimer: I don't know s**t
Zahi @Zephyr_Cap
75 Followers 179 Following
Special Sits Capital .. @SpecSitsCapMgmt
2K Followers 289 Following Opinions are my own, not investment advice.
The Boyar Value Group @BoyarValue
4K Followers 178 Following Taking a private equity approach to the market since 1975. Expert analysis & deep, fundamental research. Conviction in every report. [email protected]
Michael Gielkens @MichaelGielkens
2K Followers 290 Following Partner at Tresor Capital Family investment holding companies, serial acquirers and buy & build compounders Views are my own, not investment advice.
Christina Buttons @buttonslives
65K Followers 1K Following classical liberal | atheist | Asperger’s | independent journalist on gender medicine | gmail: buttonslives
chris johns🇺🇦�.. @skiduffer
3K Followers 383 Following podcaster and blogger at https://t.co/1tCNFg0K2g
Graham McDonnell @StickyGraham
1 Followers 3 Following
Philippe @PhilLen01
157 Followers 1K Following Limburger, modelburger, Luxemburger, wereldburger, allergisch voor tofoeburgers
Alpha Exposure @alpha_exposure
6K Followers 396 Following this is not investment advice. just entertainment, comedy, and some observations. don’t take it (too) seriously
Catahoula @Catahoula_Value
2K Followers 2K Following Invests: OTC Banks, land plays and special situations. Respects: Management integrity, strong balance sheets and dividends. Favors: 100+ year franchises.
Swiss Ramble @SwissRamble
245K Followers 1K Following Brit blogging from Switzerland, usually about the business of football.
Tobacco Insider @tobaccoinsider
14K Followers 0 Following The leading authority in Tobacco Industry insights, analysis and projections. From the people in the know. Visit https://t.co/VJgjWbxHNy to stay informed
Friendly Capital Mana.. @FriendlyCapMgmt
496 Followers 582 Following ex hedge fund analyst running his own money. never advice. https://t.co/PHoOTMNW6u
Emmet Savage @emmetlsavage
19K Followers 2K Following Co-Founder of @MyWallStHQ. Passionate about helping people to invest successfully. Start by signing up for our free weekly email. Opinions are my own.
Burzian @Burzian
7K Followers 675 Following Investuji zejména do akcií v USA, Evropě a ČR. Hledám podhodnocené společnosti pro dlouhodobé investice i občasné spekulace - [email protected]
Hillandale - Value In.. @MattH203
2K Followers 2K Following Hillandale Advisors invests in contrarian companies that are significantly undervalued.
Dustin Lowenberger @djlowe
750 Followers 231 Following Ex sell-side cdn OFS and E&P number cruncher Opinions are my own.
Brown @BrownMarubozu
4K Followers 2K Following Professional Speculator / Berczy Park Capital / Never investment advice / $FISH.V Independent Director / Reformed equity research, salesperson & PM
Amaury de Granvillier.. @Adegranvilliers
245 Followers 108 Following In Cogitando Magister, In Agendo Barbarus
Wexboy @Wexboy_Value
9K Followers 35 Following A blog about value investing, mostly in UK, Irish & US listed stocks.
Arthur @Arthur6458
202 Followers 1K Following
Sophia @SophiaKnowledge
3K Followers 2 Following We track countless data points for our own investment purposes. Many we share here, for free, in the spirit of open-source | BETA | Not investment advice
Andrew Brown (anti-cr.. @abroninvestor
6K Followers 1K Following SOTP value equity investing, SydneyRoosters, Scunthorpe United, Man United, SpeedwayGP, sidewaybc, travel, repurposed buildings. Views NOT advice so DYOR!! ✝️
Kelea Dunne @Kelea_Ali
2 Followers 0 Following
Made in Japan 🇯�.. @InvestInJapan
5K Followers 620 Following Everything on Japanese Culture & Investing🌱 Local market insights 🗺️ Quality Compounders 📈 Hidden Gems 🔍 Unique mental models 🧠 Not investment advice.
Great Winfield @GreatWinfield
139 Followers 636 Following Former buy-sider (over 20 years as senior PM); now rentier. Views are my own; not investment advice.
Warren Buffett Norman.. @BuffettNormand
368 Followers 118 Following Galaxie Bolloré, Analyse Fondamentale, Small Caps et Bonne Humeur. Aucun conseil, juste mon humble avis… AMF: actionnaire entités Bolloré. VIV, BOL, ODET, FMONC
John Huber @JohnHuber72
43K Followers 2K Following Founder, Portfolio Manager: Saber Capital Management Notes: https://t.co/zKmpHEptJX Disclaimer: https://t.co/XtUW1FHumg
Vincent Deluard @VincentDeluard
24K Followers 2K Following Director of global macro for @stoneX_official Prof of finance at Saint Mary's College and CFA Society Not investment advice, it is just a Twitter account
WinterGems @Govro12
3K Followers 176 Following Narrative debunker and falling knife catcher of quality name. Personal blog capturing my thinking https://t.co/8ix0O7kMOK not investment adviceFor the VB skepticals, this reminds me of the Bolloré Galaxy $BOL.PA $ODET.PA $CBDG.PA $ARTO.PA $FMONC.PA today.
Tb 1975, when Buffett and Munger were running a Ponzi😉
$PHLL.L $TFG.AS If #Petershill can do it, then #TetragonFinancial can do it too... ...Reade & Paddy, it's time for a meaningful $100M+ tender offer at #TFG (to take full advantage of a MUCH larger 69% NAV discount). londonstockexchange.com/news-article/P…
#Tessenderlo le buyback accélère. Plus que jamais on board
good news... $COMB - a supply agreement was one precondition of financing for the refinery
Tereos has signed an agreement to supply Belgian PLA producer Futerro with 150,000 tpa of dextrose from wheat starch produced at its Lillebonne plant in France, which will be used to supply Futerro's future biorefinery nearby. futerro.com
Year-to-Date 2024 Europe New Car Registration Growth (YoY) • Battery EV: +3.5% • Plug-in Hybrid: +10.4% • Hybrid Electric: +19.7% • Gas: -1% • Diesel: -10.8% TL;DR: Plug-in Hybrid growth is bullish for #PGMs #palladium #platinum
@DakotasTwits Wealth seems to have that effect on people in general. In a lot of cases. It definitely seems to trick people into thinking they're much more knowledgeable than they actually are in topics they have very little understanding of.
Thanks for checking in. Three of our kids sleep in secured room/bomb shelter already so my wife and I just pick up the other one. We're all here for a bit. You don't know until a while later what they fired at us, where it landed, if it got knocked down, etc. Thanks for the…
"The biggest American whiskey (Brown-Forman's Jack Daniel's) is losing its punch" $BF.B (WSJ) First they worry about cognac; now it's US whiskey Gin and rum also showing y/y volume decline in Jan-Feb It's a cyclical sector
The biggest American whiskey is losing its punch on.wsj.com/3VMPJux on.wsj.com/3VMPJux
People keep saying we need to decarbonise our economies in a decade and pointedly ignore the single example of where an industrialised country managed to do exactly this.
I find this $PRKA thing exceedingly entertaining.
$SPOT increasing prices again. Looks like might be yearly action now. $SPOT $UMG $WMG +~5% on the news. The music pie gets bigger.
Think about this for gold. It’s holding the breakout despite Michael Gayed AND Peter Schiff commenting on the move higher. If Cramer can’t bring it down we probably see $10,000 gold. #gold
$HHH announces $250m of sales at Ritz Carlton Woodlands... in just 1 week... Wealthy Americans have $$$ and want high quality housing in red states. Stock getting killed on move in yields. I'm adding here. Deep value for patient capital.
Luc Tack made an appearance again at an earnings call of Tessenderlo $TESB Earnings worse than expected, outlook for 2024 is flat compared to 2023 He started off with a speech that makes it hard to be optimistic, in the near term, about $TESB or any .eu chemicals co
Damning piece from the @EveningStandard on the UK’s ‘uninvestable’ London Stock Exchange… …most alarming aspect is how LITTLE there is here to actually disagree with/dismiss as ‘negative…clickbait’! 😤😢 standard.co.uk/business/londo…
$FMCC $FNMA have been fantastic investments. Donald Trump thesis was correct. But oh man I regret not picking up $DWAC warrants at $2 a few months ago. Was such obvious asymmetry ahead of election year.
@Govro12 @shot_change it's not just us. The company, the family/main shareholders and other insiders are buying as well... I compiled this graph which shows daily purchases since october. A very substantial part of the daily volumes are buybacks
@off_the_run Rubis se recentre sur les énergies renouvellable ml-eu.globenewswire.com/Resource/Downl… Il y a peut être des actifs à vendre ? NOTA : historiquement, Plantations Des Terres Rouges est une holding de participations financières, pas de participations industrielles. Elle est au Luxembourg, et…
Trends for United States
You might like
