Giorgi @valueplusSSI

Non-stop retweets plus occasional event driven and deep value tips. Joined September 2018

Tweets

400
Followers

81
Following

213
Likes

1K

Dalius - Special Sits @InvestSpecial

5 days ago

Interesting deep dive on $GLNG from @LuisVSanchez777 Leading FLNG vessels provider on the precipice of significant FCF inflection. EBITDA expected to 4x by 2030 as 3 major projects complete. Multibagger upside by 2030.

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Clark Square Capital @ClarkSquareCap

7 days ago

Idea thread time! What's the cheapest stock you like that has growing earnings? (any geo/mc) Add a sentence explaining why you like it + valuation. As usual, I will compile the responses and share them with everyone. Please retweet for visibility. Thx in advance!🙏

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Dalius - Special Sits @InvestSpecial

a week ago

Interesting pitch on $IGR.L from Smoak Capital Large acquisition went wrong a couple years back. Now in liquidation while remainco is given basically no value with the stock trading below net cash levels.

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Dalius - Special Sits @InvestSpecial

2 weeks ago

Another corporate drama, this time from Australia. $AGI.AX is being taken private by majority shareholder Novomatic at $1/share. Stock trades slightly above. The founder’s son (11–12% holder) is pushing back, saying fair value is closer to $3/share+👇

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Dalius - Special Sits @InvestSpecial

2 weeks ago

$LNSR buyout by Alcon looks interesting after the recent selloff. Solid r/r with the stock below pre-announcement levels and the spread to $14/share cash offer at 13% + $2.75/share worth of CVR for free 👇

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Dalius - Special Sits @InvestSpecial

3 weeks ago

$BNXA.V merger looks interesting. All-cash buyout at C$1.55/shr with the spread at 27%. Shareholder approval has already been granted. Key hurdle: obtaining multiple licensing and regulatory approvals. Keep in mind: messy backstory + governance baggage explain the discount.👇

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Dalius - Special Sits @InvestSpecial

a month ago

10 best ideas from Q2'2025 investor letters. Quite a few interesting picks with multibagger potential this quarter. Let’s dive in👇

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Idea Hive @ideahive

2 months ago

Dropping a list of the top 50 blogs to follow for idea generation. If I missed any of your favorites, feel free to drop them in the comments! 1) @pernasresearch 2) @InvestSpecial 3) @puppyeh1 4) @BuffaloBillCo 5) @AndrewRangeley 6) @IggyOnInvesting 7) @augustusville 8)…

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Dalius - Special Sits @InvestSpecial

2 months ago

$STHO liquidation looks interesting. Potential upside in a 3-year liquidation scenario with an estimated value of $15.10/share vs the stock at $7.75/shr today. In a pronlonged liq scenario (5years), liquidation value comes around $9.6/shr provding decent downside protection 👇

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Giorgi @valueplusSSI

2 months ago

$DALN worth a punt here. Nice risk/reward wouldn't expect this to last long.

Dalius - Special Sits @InvestSpecial

2 months ago

$DALN worth a punt here. Nice risk/reward wouldn't expect this to last long.

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Idea Hive @ideahive

3 months ago

interesting setup 👇

Alexander Eliasson @alexeliasson

3 months ago

interesting setup 👇

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Dalius - Special Sits @InvestSpecial

3 months ago

After sharing ideas from fund letters over the past 3 years, it’s time to take a look at 10 multibaggers from those lists. Some of them may still have juice left in them. Of course, the next part of the series will focus on the fallen angels — the 10 worst performers. 👇

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Daractenus @Daractenus

7 months ago

Seeing how the USA now hellbent on emulating their newfound ally of Russia, both at home and abroad, I find myself obliged to repost my dive into Russia's posh cities, just to give your average MAGA a glimpse into the greatness Trump is sure to bring about! Do enjoy!🧵

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Pernas Research @pernasresearch

8 months ago

Poker & Investing Having spent an inordinate amount of time in both realms, I feel qualified to comment on the lessons I’ve learned in poker that are massively helpful in investing. Would really appreciate a retweet, especially if you have poker players following you. Huge…

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David Orr @orrdavid

8 months ago

John Bogle was a genius. His simple idea was that if you passively owned most stocks in the lowest fee way possible, and just stayed long blindly, you would perform better than almost anyone. This worked because you avoided transaction costs, which used to be very expensive.…

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Andy @evfcfaddict

8 months ago

The opportunity set in Europe micro, small and even midcaps is upon the best since early 2009. You can get it all: - well managed - shareholder value focused - worldwide revenues - decades of profitability - clean balance sheet and because nearly no one fishes: - dirt cheap

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Idea Hive @ideahive

8 months ago

2011 VIC pitch on $AMZN is one of the best educational case studies on investing in multibaggers. In 2011, this was a huge $85bn Mcap company at 100x PE with major banks calling it overvalued. How do you push past all that as a die-hard value investor? Let’s dive in 👇

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Giorgi @valueplusSSI

8 months ago

👇

Idea Hive @ideahive

8 months ago

👇

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Dalius - Special Sits @InvestSpecial

8 months ago

Here’s a list of the top 15 funds with impeccable investor letters for idea generation and a track record of at least 12% annual performance since inception, net of fees. 1) Greenlight Capital 2) Cedar Creek Partners - @eriksen_tim 3) Gator Capital - @gatorcapital 4) VOSS…

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Idea Hive @ideahive

8 months ago

Nice update from @LaughingH20Cap on $VTY.L in its Q4 letter. What are your thoughts on Vistry? Seems like a decent opportunity to buy into the stock. Full letter in the comment section.