Ewout Morks @evmorks
Joined September 2021-
Tweets6
-
Followers12
-
Following105
-
Likes1
@northernbear85 @JamesHollier24 My numbers are province-weighted, but yes - there can be small differences. Still, data shows they're losing volume despite benefits of Hellodent, dentist focus, service expansion. It certainly doesn't back mgt's 15% post-acq growth claim. That kills the investment case for me
1
0
3
216
0
View Details
@JamesHollier24 The 6.5% was on the back of 7.3% fee guide inflation. 2022 SPRG was actually 0.9%, on the back of 5.2% inflation. Mgt adjusted the 0.9% to 2.5% because '22 was impacted by COVID and Fiona. Mgt did NOT adjust '23 SPRG down by the same amount. Not only weak but also telling...
@capitalemployed Also, $LEGH is founder-run rather than family-run. I'd suggest creating separate founder vs. family lists if you continue building out this list
@capitalemployed Great initiative; I'd love a complete list. I'm afraid the current list is only scratching the surface though. Just from my 12 holdings this year you can already add $MLR, $PLPC and $HPS-A.TO (although Bill stepped back this year)
@capitalemployed Would love a copy, thanks!
DaphnePeacock @NH0744AUZLiccr2
32 Followers 1K Following Keep your friends close and your snacks closer.
MemeStocksHQ🇺🇸 @Mouafie07433
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
Jensen Jerde @JensenJerd3576
39 Followers 4K Following
Dani @DaniiielMolina
46 Followers 143 Following
Kyle Adams @KyleAdamisStock
283 Followers 7K Following 28 | Investing to $1,000,000 before age 30 | Crazy enough to jump out of planes for fun | not financial advice
AlphaHungry @AndrewTakes
213 Followers 1K Following Long / short equities. Here to learn. Striving to earn.
Sleep Well Investment... @SleepWellTrung
5K Followers 930 Following Author of Sleep Well Investments newsletter | Owning mundane time-tested businesses https://t.co/vff3qingoI
VidaBovina @VidaBovina
262 Followers 949 Following
Microcap Proxy Battle... @MicrocapG
738 Followers 5K Following We invest in Deeply undervalued US Microcaps and then we unlock value using a Proxy Battle. Proxy Battles Benefit All Shareholders.
Andrew Kuhn @FocusadCompound
48 Followers 549 Following Focused Compounding Capital Management/ Podcast 🎙/ We spend 99% of our time focused on the 1% of stocks every other fund ignores - All with $GEOFF Gannon
Kevin @atomicalcapital
13K Followers 626 Following Ex-nuclear engineer hunting hidden atoms. Teaching investors to wield Claude as a junior analyst.
Quim Abril @AbrilQuim
10K Followers 814 Following Asesor Equity Small Caps FI (fondo reciclado 3-24) https://t.co/4VDL5PQV3S YT: https://t.co/mUjBQJOB82
everyonehatespoetry @everyonehatesp1
7K Followers 571 Following Public equities, just talk PA. Long form pitches: https://t.co/BLzKVGmfPt Latest pitch $PAL $PEW $IEHC $ASRT $CGEH
Aaron Sallen @aaronjsallen
5K Followers 473 Following Miami based fundamental investor. May have a position in stocks mentioned. Tweets are not recommendations.
Common Sense Investin... @onecentinvest
4K Followers 455 Following No Paid Promotions! (USA & CAD) Beginner friendly investing education. Good discussion but NOT financial advice. https://t.co/zxZN8YiEqd
Jason Hirschman @EightTrack180
17K Followers 1K Following Seeking undiscovered future high ROIC companies. Stock discussion is not investment advice.
BetterIRR @BetterIRR
7K Followers 997 Following Stonks: Prefer low starting multiple + margin expansion + robust topline
Mike @Mike10947310
17K Followers 205 Following Trade musings here, longer ideas on website linked in bio. Asymmetry + narrative. No WhatsApp etc.; ignore spammers. Not financial advice - assume I'm wrong :)
Shantaram @shantaram83
5K Followers 5K Following Free time=wealth Top ‘26 convictions: $AAOI $IESC Dont be a fintwit charlatan 😆 Managing billions💰Illegitimi non carborundum | Nantoka naru 🇯🇵 |
Stocks & Stones | Mat... @Stocks_Stones
8K Followers 375 Following I help you invest in microcap companies 💵 Portfolio Manager @ Rivemont MicroCap Fund 🖊️ Newsletter Writer (Subscribe for free | Link 👇)
SmallCap Discoveries @smallcapdisc
17K Followers 195 Following SCD Channel https://t.co/n1YNiNPX8p Don't forget to subscribe to our free newsletter here - https://t.co/9KFpUyK5s2
Dylan Marrello @ragingbullcap
11K Followers 516 Following Portfolio Manager. https://t.co/xK2tMjcHTo
Boston Omaha News @BostonOmahaNews
859 Followers 82 Following Our goal is to share Boston Omaha news & insights with the BOC investing community. We have no links to Boston Omaha corporation.
James Hollier @JamesHollier24
2K Followers 600 Following Investor at Silver Beech Capital. “Show me the incentive and I will show you the outcome.” Nothing here is investment advice.
CEO Watcher @CEOStockWatcher
16K Followers 1 Following The highest signal insider trades that are most likely to outperform | https://t.co/R7jDZXtjNV
Alex Bossert @alexbossert
8K Followers 3K Following Founder & Portfolio Manager @ Bossert Capital. Tweets are not investment advice. Bossert Capital: https://t.co/vABVT1AK91 SubStack: https://t.co/0DyNAX9dVk
Yellowbrick Investing @joinyellowbrick
30K Followers 97 Following The best source of market-beating stock pitches in the world at https://t.co/TnE1hsXWqj
Sebastian Krog @SebKrog
12K Followers 522 Following Small/Micro-cap Investor. Mostly value with a catalyst or special sits. Full write ups on my blog:
Parthenos Capital @ParthenosCap
2K Followers 109 Following Long-term investor focused on reflexivity within global equities.
Burford @BurfordCapital
3K Followers 693 Following Burford is the leading global finance firm focused on law.
SmallCapKing @SmallCapKing2
4K Followers 112 Following Long-time buy-side pro musing about small-cap stocks, markets, and Wall St experience from the inside. Tweets are NOT financial advice. Do your own work.
Capital Employed @capitalemployed
7K Followers 3K Following Fund manager interviews, stock pitches, fund letters / by @ksmetrics
Andy @evfcfaddict
17K Followers 393 Following In the end, investing is about valuation. Get 20% discount for the best valuation tool: https://t.co/GVl2oFiHXi
Jon Cukierwar @JonCukierwar
16K Followers 430 Following Founder of Sohra Peak Capital Partners Disclaimer applies to all posts: https://t.co/C1dK5tA83R
Lukas @LukasU247
763 Followers 78 Following
Malcolm Brown @investor321123
835 Followers 767 Following Opinions are my own. Not investment advice.
the10thman @the10thmanbb
8K Followers 341 Following Investor looking for the dissenting opinion. Author at The 10th Man.
David Polansky @davidhpolansky
2K Followers 452 Following
Tim Eriksen @eriksen_tim
12K Followers 184 Following CEO Solitron Devices, hedge fund manager of Cedar Creek Partners, micro cap investor, Christian, The Master's Univ., Texas A&M MBA.
Tiny Stock Ninja @tinystockninja
5K Followers 348 Following Highly concentrated microcap investor focused on profitable, US-listed microcaps run by management teams with skin in the game.
BuySideReport @buysidereport
1K Followers 5K Following Small Cap Newsletter for only $49/mo - 30 years of researching small cap stocks - do your own due diligence not investment advice
Sebastian Maril @SebastianMaril
39K Followers 1K Following Posts in English & Spanish when discussing Argentina's litigation risk. Latam Advisors. Research, intelligence and advisory. Opinions are my own.
Fortress North Americ... @FortressFRS
166 Followers 285 Following Fortress is a next-generation fire retardant company working to develop a comprehensive suite of applications that minimize environmental impacts.
Avram Fisher @longcastadviser
7K Followers 408 Following Founder and Portfolio Manager of Long Cast Advisers. Former sell side analyst and PI. Building wealth via small cap investing. Email: [email protected]
Connor Haley @AltaFoxCapital
47K Followers 1K Following Long-term focused investment firm out of Fort Worth, TX. https://t.co/MxZR00Yvgf
Fairlight Capital @Fairlight_Cap
12K Followers 893 Following Alternative investment management company. Not investment advice. https://t.co/ZK73x3Qe47 [email protected]
The Lazy Beavers 🦫 @TheLazyBeavers
8K Followers 25 Following Private investor. Fan of one-foot hurdles.
MuddyWatersResearch @muddywatersre
252K Followers 993 Following Part official account of Muddy Waters, LLC and affiliate Muddy Waters Capital LLC; part personal account of someone at MW.
J Capital @JCap_Research
25K Followers 778 Following Activist short- and long-research shop publishing investigative reports on publicly traded companies. @jcapresearch.bsky.social
Hindenburg Research @HindenburgRes
858K Followers 0 Following Popped bubbles as we saw them, including our own. We expressed strong opinions. Not investment advice.
Rich Howe @stockspinoffss
16K Followers 1K Following I research spinoffs and other special situations.
Luc @WhoPaysWins
581 Followers 493 Following Compounding ROIIC until death. Not investment advice. Smallcaps mostly. I publish ideas at https://t.co/1oonrr6xHO
Adam D. Wyden @Adam_Wyden
15K Followers 505 Following
Greenhaven Road @GreenhavenRoad
20K Followers 1K Following Portfolio Manager for Greenhaven Road Capital
Yet Another Value Emp... @YetAnotherValue
5K Followers 1 Following Official Twitter of the Yet Another Value Empire (mainly the blog and podcast) from @andrewrangeleyYou might like
Moritz Hessel
@HesselMoritz
4K Followers
Ryan Rahinsky
@blueoutliercap
3K Followers