Fausto

@autocar I love it, although it’s uncomfortable in terms of length and height for some Spanish cities. Of course that shouldn’t be its usual habitat...

Can you teach an old dog new tricks? We find out testing Land Rover's fifth-generation Discovery 🧐🐕 buff.ly/Jei9ae3

@MusQed @OriginalVoria We’ve already seen in the latest 13F filings that both Emery and Anson are getting burned holding common shares. I don’t see them exercising the warrants if the price hasn’t run enough for volume to guarantee a comfortable exit (probably just wishful thinking, 😉😉)

@OriginalVoria Hard to see it break through $6,30 with all those overhanging warrants…. Also the point in which Harry diluted us last year. Great stock if you love SM

Even $TEN caught it's nav yesterday..on the cotrary $IMPP which is the most aggressive in bull market,is lagging far behind due to the increase in the number of shares...Whithout this, the NAV would be $14 end it would definitely price ebove $8-8,50 ... Unless today...

@OriginalVoria With that new NAV, that price of $8–8,5 is obtained using a 0.6x multiple, which is exactly the level at which $NMM or $GASS trade. I would consider that quite fair

@WerewolfHolding @CNBC $CAG are trying to cut debt and interest costs, but the low cash balance is worrying given the higher near-term maturities. The goodwill impairments look similar to $KHC. John Brass is the hope here 🤲

$CAG Conagra Brands....well here we are $13ish...markets at all time highs...you know what that means...more downside with market collapse...our target bottom is $11ish...maybe $10.10 if things get real nasty.... @cnbc

@alc2022 Antonio, have you ever looked at companies that process plant-based ingredients (pea protein etc) for both food and pharma? With so many people on GLP-1 drugs, the ingredient suppliers behind functional protein foods seem like an interesting angle nobody’s talking about.

the ultimate bio/acc portfolio might be $hims, $naut and $ibrx

@AvonandsomerRob sin duda

Would a £1M gift allow you to retire in your current situation?

@beagle_addict At least he didn't jump into a river and come out covered in algae...

Still good for a beagle right? 😂☺️ •⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣ 🎥 @milothebeagleboy #beagle

@edyfisio Quedo al pendiente

Tweet exclusivo para soltar panchitadas Empiezo yo: platicar

@edyfisio Prender

@Nikolas_Anez @OriginalVoria Beyond keeping the warrants as free optionality, what’s the rationale for selling right before Q1 and Q2 results that will undoubtedly be positive?

@OriginalVoria Ποιο το incentive να το κανου ολο αυτο; Κατι χανω

The orgies continue to $IMPP after big position reduction by Empery with a loss of...$2/share followed Anson also decreasing while it seems to sold out the Wexford capital..The ..'repurchases'😂 were minimal compare to the volumes purple an attempt to gild the pill for 'people'

No. Me niego. Me vuelvo a la cama.

@ed_fin Buenas! 👋

Buenos 🇪🇸

Is this the first leak of The Mercedes-AMG GT 4-Door Coupe? Full reveal due to take place today...

@SixSigmaCapital Yes, I really don’t see the logic behind the drop over the last month, whether it has been a response to the performance of the real or if there are other causes.

Brazil is far too cheap. You have got things like $STNE at 3x earnings growing 20%, $NU at 12x growing at 30-40%, Embraer etc. Think the index $EWZ is at 9x alone Potentially a little early here but the set up is interesting

Curious also about Q2 guidance. Eco Cathar should already be in the fleet. The other 3 drybulk vessels and the MR (Clean Rider) scheduled for delivery from April onwards has been delivered yet? status about Suez Enchanted?...lot of pieces moving.

$CISS just reported $115K/day for their Aframax and $36K for MR product tankers in Q1. If $IMPP captures similar rates across their Suezmaxes and MRs the numbers should be eye-opening. Just hoping for better utilization... finance.yahoo.com/markets/stocks…

@unusual_whales $NOK isn’t new. Fidelity however, increased +35%

BREAKING: Nvidia, $NVIDA, has updated its portfolio. It shows major positions including Intel, Nokia, CoreWeave, Coherent, Synopsys, Nebius and Generate Biosciences.

Renaissance Tech reports 136% increase in $NOK

@InTheAssembly Also increased shipping exposure $IMPP and $GASS

Renaissance Technologies just dropped their Q1 2026 13F. – $63.9 billion portfolio – 3,213 individual positions The most successful quant fund in history just rotated AGGRESSIVELY this quarter. Here is exactly what they bought and sold:

@Santiag0ma @PandaAgricultur Eso mismo me pregunto yo. Soy participe a través de @MyInvestorES

@PandaAgricultur ¿Dónde se puede leer la carta trimestral?

Ayer enviamos la carta trimestral de #PandaAgricultureFund. Hablamos de la probable llegada de un #ElNiño q podría se especialmente fuerte, lo qu alterara temperaturas y lluvias. También los motivos x que los precios alimentos cada vez tienen más correlación con los combustibles.