Iggy on Investing
@IggyOnInvesting
Followers
3,706
Following
458
Media
421
Statuses
3,401
Student of Value investing. Here to share ideas and learn. DM's are open. NOT INVESTMENT ADVICE.
Joined December 2022
Don't wanna be here?
Send us removal request.
Explore trending content on Musk Viewer
#रामचरितमानसअनुसारमोक्षकैसेहो
• 151151 Tweets
jeno
• 147437 Tweets
Watch Factful Debates YouTube
• 118566 Tweets
Michigan
• 95513 Tweets
Riquelme
• 84972 Tweets
Janet
• 68324 Tweets
Oklahoma
• 53566 Tweets
Colorado
• 47670 Tweets
#仮面ライダーガヴ
• 42880 Tweets
Tennessee
• 38493 Tweets
秋分の日
• 35677 Tweets
秒速5センチメートル
• 33321 Tweets
Iowa
• 32564 Tweets
ADLK NEVER ENDING
• 26342 Tweets
Auburn
• 23874 Tweets
#อ๋อมอรรคพันธ์
• 22347 Tweets
ショウマ
• 17040 Tweets
Dhyan Mahima
• 17010 Tweets
ダブルドライバー
• 15399 Tweets
Bristol
• 14243 Tweets
設営完了
• 13748 Tweets
Baylor
• 11714 Tweets
Shedeur
• 11644 Tweets
Hawkins
• 11583 Tweets
サンシーター
• 11364 Tweets
土砂降り
• 10414 Tweets
Last Seen Profiles
Pinned Tweet
I have compiled my 8 value pitches spanning 6 geographies below🧵🧵
🔴Nova Ljubljanska Banka $NLB 🇸🇮
🔴Eurosnack $ECK.W 🇵🇱
🔴Kistos/(AA) $KIST.L 🇬🇧
🟠Card Factory $CARD.L 🇬🇧
🟠Interlife $INLIF.A 🇬🇷
🟠Monnari Trade $MON.W 🇵🇱
🟡Lee Enterprises $LEE 🇩🇯
🟡Just Eat Takeaway $TKWY.A
5
8
55
Today I am pitching a new stock that I believe is extremely undervalued with:
💎Founder-led
💎P/E of 3
💎Equity CAGR: 15%+
💎P/B = 2/3
🔥Consistent market share taker
To learn more, read on👇👇👇
13
36
220
Kistos recently hit a 52w low.
Today is a great time for people to re-familiarize themselves with $KIST and its incredible chairman Andrew Austin (AA) Who I believe to be a true outsider.
Read along to find out why:🧵
8
26
164
🚨Hungry for a fat investment pitch?🍿
Eurosnack $ECK, is a Polish snack producer that:
💎Achieved 40% compounded revenue growth over
the last 8 years
💎Boasts consistently 50%+ gross margins
🔥 Has a forward PE of only 6-8
🚀And the best part? No sign of a slowdown! 🧵
14
27
164
Thanks to everyone who suggested possible 10-100 baggers yesterday. I charted 17 of these possible multi-baggers below. To compare their growth and valuation.
I also charted some of the financials of 5 of the companies below.👇🧵
5
19
150
I think Examobile S.A. $EXA is one of the funniest stocks around. A Polish maker of mobile games, extremely cheap:
PE is 7.5
TEV/FCF is 4
What's the catch?
It is basically one dude making apps. The annual report only lists 1 full-time employee....
19
6
117
Makarony Polskie $MAK looks really interesting. Trades in line with its historic revenue multiple, but margins have improved by merging with their 3rd largest competitor. The largest producer of pasta in PL now trades at roughly 5 PE , just below book value, with a ROE of 20%.
7
4
82
Poland is truly a heaven for the small-cap investors.
Per Jenga Investment:
7
9
76
What idea in your portfolio do you think has the most chance to 10-100 bag over a reasonable time period?
For me it is probably $ECK given growth, valuation, small marketcap and industry runway.
Please comment down below I would like to make a list and track some names.
👇👇
32
8
75
Bargain hunters take note!🚩 Monnari Trade is a stock that:
-Is consistently profitable
-trading at 60% of net current asset - total liabilities
-PE of 5
With significant insider ownership & a record of buybacks. Conservatively worth 2-3x.🧵
#investing
$MON
#Poland
6
10
73
🐐 Buffett once claimed he knew he could make 50% on 10m.
❌ Yet very few small-cap investors meet this challenge.
🤯 Today, I will study one incredible investor who even surpassed Buffett's expectations!
Find his 3 most amazing pitches below 🧵
2
14
69
Jeff Bezos pitched Eurosnack $ECK on the Lex Friedman podcast 🤯🤯
Lex is immediately ready to buy.
Eurosnack is a very cheap growth stock & a "salty snack food business", some more notes below 👇👇
9
4
66
Kistos is incredibly cheap, right? H1 EBITDA was £60 million versus a Market Cap of £168 million.
That's a 1-2 MC/EBITDA ratio in a company where we know management is extremely good at deploying cash.
I'm still excited to see what AA continues to do; I think he is still the
9
6
57
🔴 My full-length article on
@dsmoak98
, the small-cap investor boasting a 5-year 48% CAGR, is now live in my BIO!
🟠 The article covers all 16 incredible pitches shared by Daniel!
🟡 Many of these have turned into incredible multibaggers.
5
10
55
Thank for everybody that contributed yesterday! Here is a great list of small fund letters:
@JonCukierwar
@BisonInterests
@LaughingH20Cap
@GreystoneCap
@DeepSailCapital
@GreenhavenRoad
@1MainCapital
@chriswmayer
@Fairlight_Cap
@dsmoak98
@alluvialcapital
List continues 👇🧵
4
7
50
I may have lost the race to
@david_katunaric
, but I'm incredibly proud to have reached 1000 SS blog subscribers in less than a year and after 10 posts.
Thank you to all of you who have supported my work!
9
1
51
Can somebody who is more familiar with Japanese stocks tell me why $8891 AMG Holdings (used to be MG home) trades at around 50% of book eventhough it's far from a overly conservative Japanese company.
6
6
48
Below I have compiled all my previous full-length 🧵's on stock pitches.
Full pitches on:
💎Monnari Trade $MON.WSE
🔥Eurosnack $ECk.WSE
💎Kistos/(AA) $KIST.LON
🔥Card Factory $CARD.LON
💎Interlife $INLIF.ATX
Hope new and old followers enjoy these:👇👇👇
9
8
48
🔴I just released my new article on $NLB 🔴, which I believe to be one of the cheapest banks in Europe:
NLB trades for:
😂PE: 4x
👁️P/BV: 0.59
💰6% minimum dividend yield
NLB's results:
💎5-year ROE: 14%
💎doubled zero-interest-cost deposits over 5 years
Special thanks to
10
12
47
🚨I sold all my stocks to go all in on this major trend
🍆Namely, "Sex sells."
I've compiled my new portfolio that is fully exposed to humanity's oldest industry below 👇🧵🧵
7
3
43
I looked at all companies under 500m market cap in the UK. Somewhat disappointed. Somes names to research but nothing that hit me as a no-brainer.
26
1
43
Can a Finish🇫🇮 Sauna expert tell me why Tulikivi $TULAV.H trades for a ~5 PE?
With such good recent numbers:
Revenue CAGR last 3y: 19%
Gross profit margin: 78%
Operating margin: 12%
Net income 20x in 4 years!
So demand was hugely boosted by the EU's
6
3
42
My European illiquid small-cap portfolio is getting so ridiculously cheap. I think there isn't a single stock with a trailing P/E above 10.
🇸🇮 $NLBR (~4)
🇬🇷 $INLIF (~5.5)
🇬🇧 $CARD (~8)
🇵🇱 $MON (8)
🇵🇱 $ECK (9.5)
🇬🇧 $KIST (god only knows but below 10 fs)
Additionally, it
3
7
40
With Eurosnack $ECK reporting a record quarter yesterday. I recommend people reread my pitch on the stock.
🚨Hungry for a fat investment pitch?🍿
Eurosnack $ECK, is a Polish snack producer that:
💎Achieved 40% compounded revenue growth over
the last 8 years
💎Boasts consistently 50%+ gross margins
🔥 Has a forward PE of only 6-8
🚀And the best part? No sign of a slowdown! 🧵
14
27
164
2
3
40
I really enjoyed the VIC write-up by
@Bonhoeffer_KDS
on AutoHellas $OTOEL.
Some attributes:
🔥22% revenue CAGR
👑Succesfull owner operator
⚠️protected downside due to lower leverage
compared to peers
🎯Low multiple of 6.5 EPS
2
2
39
Peter Lynch always said "Buy what you know".
One of the few large companies I interact with a lot and I think is cheap is $TKWY.
You pay only 10x ebitda for the very dominant Northern European part of the business.
The stock has 3 catalyst & 1 legandary investor
9
8
37
1) Now that all of my stocks have finally reported H1 2023 results, I thought it would be valuable to update people on all 5 stocks. I think they are all great value given:
✅ deep value multiples
✅ Far above average prospects (IMO)
More thoughts below 🧵
2
7
35
Turned 24 today. All my stocks should really as a BD present next week right?
25
0
35
Thanks for the 3k follower everyone!
Hope I will remain able to share interesting ideas.
6
0
35
I quite like $NLB bank from Slovenia.
3-4x P/E in the current interest rate environment.
5-6 earnings when interest rates were at their lows.
You get a 7% dividend yield out of the gate.
Some of the lowest-cost deposits I have ever seen.
Government is only a minority owner.
8
5
34
Australian small caps seem like a land of opportunity right now.
We see so many companies with insane cash balances and profitable remain co's.
$SEQ.AX
$WCG.AX
1
2
33
$CARD Factory has been the number one value retailer in the UK for the last 6 years.
The company is incredibly optically cheap:
💎7x FCF to marketcap
💎5x EBITDAR/EV
🔥The company is incredibly dominant selling
1 in 3 greeting cards in the UK.
Let's dive into it🧵
3
6
33
This write-up by
@HiddenValueGems
on $KIST is honestly on of the best and clearest I've ever read:
2
4
32
Poland can be such a goldmine. Found a stock with the following multiples:
7
3
32
🚨🚨If u had invested in the 🌸Rockrose IPO and rolled all your proceeds into the 🌸Kistos IPO you would of had:
🔥100 bagger in 7 years
🔥98% CAGR
💎This was done with little to no debt, Andrew Austin is a true outsider.
#KIST
$KIST
2
3
31
Do any people have thoughts on Wirtualna Polska Holding $WPL.W?
Last 5 years 15%+ CAGR + Dividends.
Seems to be cheapish given its excellent growth track record.
5
2
30
🐂Update on my first write-up $MON.
It's still a prime net-net, but now it has many catalysts on the horizon.
A decent amount has happened since my last write-up. Read on for more detail. 👇👇👇
5
5
29
I color coordinated all the business/investing books on my shelf during the spring cleaning.
Which books should I add?
23
2
29
$ECK Eurosnack. Just released numbers for March 2023 - 32% compared to March 2022.
First quarter growth was at 36% compared to the previous quarter last year.
We are well on track to hit 150m in revenue FY 2023. So we are trading around 0.5 revenue for a 25%+ growth company."
1
0
28
Honestly this looks like a great opportunity. At PE of 6 there is room for multiple expansion, add the growth to it and you have one fine Davis Double Play.
$ALQ Alquiber Quality, is a Spanish car rental company and it's an absolute beast. at a pe of 6 it seems like an absolute steal.
3
0
16
3
4
28
Dutch government wants to get the remaining gas out of the North Sea. This is somewhat bullish for $KIST as it hopefully means a better regulatory regime.
1
0
28
Honestly looking at $CARD from a TEV point of view is crazy. It's is barely up from covid lows and this was a retailer run as a public LBO going into 2020. Now it's close to debt free, has better management, posted record revenue and yet price is close to mid 2020 levels.
11
1
28
Dino $DNP.WA is really like buying Walmart in it's earlier days.
Dino Polska - Where are we now?
A new update on Dino Polska (DNP.WA)
Fundamentals, future, valuation, and portfolio.
4
3
60
3
2
28
🟠 Exciting news from NLB Group! Stellar FY 2023 results with a jaw-dropping net earnings of 550m
(PE: 4).
📈 Doubling dividends for a ~10% yield next year!
💰 Let me break down why $NLB is the bank you need in your portfolio. 🧵🧵
2
4
28
I really recommend anybody that is interested in the Polish stock market give this free eBook a quick read.
It contains a really good list of websites to gain an edge in the Polish market.
And some excellent insight into the Bankier forum ;), especially if you follow Monnari,
📚Get ahead in the Polish Stock Market with my free eBook:
📈 "How to Gain an Investment Edge in the Polish Stock Market 1st Ed." (link in bio).
💡Valuable resources: curated websites, Twitter profiles, and YouTube channels.
Download now and share with fellow investors. 👇
2
2
26
1
0
28
Eurosnack $ECK satisfactory third quarter:
👁️Rev was flat compared to Q2
💎But gross margins remain strong at 54%
💎After-tax income of 3m (9 months: 7.4m)
🧵Some more thoughts👇
1
1
26
Any people have some insight on AB Šiaulių Bankas?
Seems like an extremely well-run bank & it's cheap:
P/E: 5x
P/B: 0.81x
yet the book value chart is this beautifull:
5
6
26
So the market decided to puke on the $CARD.L trading update.
Numbers seemed fine to good. Would have expected slightly better margins maybe, otherwise, all seemed fine.
However, for once I'll agree with a broker (because they agree with me). 👇👇
3
0
25
Is it just me, or are there less high quality threads on stock ideas as of late.
I've really not been enjoying my twitter time line as much as I used to.
8
1
25
Little late to this party but some thoughts on $ECK Q4.
Rev was slightly better than I expected at 36m✅
Operating margin was excellent at 12%✅
If we annualize the last 3Q net income of 3m+, we will have a run-rate net income of 12m vs market cap of just 92m. P/E: ~8✅
We
4
3
24
Honestly there are very few thing as fun as going A-Z in smallcap land.
It really is a treasure hunt.
5
2
24
What is the cheapest stock in ur portfolio on forward fcf to marketcap?
22
1
24
@CasinoCapital
@RobinWigg
@ICE_Markets
@NYSE
It's a Dutch fund aimed at flood defense. It was issued in 1624 and still pays to this day, with only a 2.5% interest rate for perpetual maturity. The investment banker who sold this deserves a raise.
4
0
22
Poland...
And thats with everyone and their mother being listed on the NewConnect exchange.
1
3
21
Have any of my (Polish) followers done any work on Bowim S.A. $BOW? By my quick maths the stock is a true net-net.
TCA: 516
TL: 350
NCAV: 166
Marketcap: 152
Good history of buybacks and dividends, yet still trading below retained earnings.
Keep reading👇👇
4
1
22
Had to uninstall League of Legends again.
Became way too much of a time sink again.
Back to turning over rocks.
6
0
21
April first came early this year.
Cathie Wood is the Warren Buffett of the Digital Age
She’s one of the most disruptive investors on Wall Street.
A star stock-picker & champion of disruptive innovation.
Her top 20 investing principles:
🧵
213
63
320
5
0
21
Very solid monthly revenue for Eurosnack $ECK in February 2024.
First two months of '24 have seen a 28% growth YoY. Let's hope the company can keep executing.
1
3
20
My first podcast appearence is especially timely, given the market dropped
#CARD
10% on great results today.
💎 PBT doubled year on year.
💎 LFL sales growth of 10%.
💎 Key category of gifts grew 13%.
💎 New partnerships scaling this year.
Really excited for FY jan 24.
📽️👇
⚠️VÍDEO EN YOUTUBE⚠️
📢
@ElCapiMomentum
ha traído a
@IggyOnInvesting
para hacer una Tesis Completa sobre
#CardFactory
.
Sin duda alguna ¡el vídeo de hoy no te lo puedes perder!
✅¿Quieres que YouTube te avise cuando empecemos?
⬇️HAZ CLICK AQUÍ ABAJO⬇️
3
6
24
0
2
20
🇫🇷Frenchies why is WeConnect $ALWEC so cheap?
-decent history of growth
-good ROE
Yet it trades at a P/E of 5?
Poor fcf maybe?
7
1
20
I am a little late on this one, but I think the article by
@AltayCapital
in his "newsletter" about 42 Japanese net-nets is an excellent place to find value. 🔽🔽🔽
3
1
20
I would once again like to thank everyone for a great time during my first year on X/Twitter and on SoupStick.
I've been quite busy last month but will be back posting more actively in the new year.
I wish you all a prosperous 2024.
4
0
19
Polish bank starts coverage of $MON.
Sets price target of 8.6 pln (70% upside) 🔥🔥
💎Praises strong earnings and balancesheet.
0
1
18
"Investing is like football, you always have something to talk about."
~30+ year private investor
This is truelly one of the greatest hobbies of all time.
1
0
19
Me calling my broker to buy another illiquid shitco with the last of my savings:
1
0
18
The take out of $HOTC is crazy... Insane premium.
If you bought after the
@Carlos_MoraM
pitch on 9th of april you would of been down 40% and now be taken out at a 100% premium versus your original price.
Crazy ride....
2
0
18
$ALQ Alquiber Quality, is a Spanish car rental company and it's an absolute beast. at a pe of 6 it seems like an absolute steal.
3
0
16
Today I learned my whole twitter feed is invested in something called $leat. What was the thesis and what went wrong today?
2
0
18
🇬🇷📈Interlife is just such a beutiful insurance company! Look at these combined ratios. This company has a negative cost of capital while it's government has to pay 4%. Increasing rates will do wonders for this company.
3
3
18
Seb wasn't wrong. This is an excellent idea.
Really recommend everyone to read is his pitch.👇
My current best idea: Innovation Food Holdings $IVFH
For me, this idea checks all boxes.
A catalyst that unlocks value ✅
Less than 7x norm. FCF ✅
A great asset-light business with competitive advantages ✅
Great management team incentivized to grow EPS ✅
Link in my Bio.
11
12
168
1
0
18
This is the only investing advice, young people with small amounts of capital need.
SO to "Zoomer Value Investor" on YT for making this video.
0
3
17
U know your bankers are cheap when the whole management team, took a group package to get a discount on their suits. $NLB
5
0
15
Some of the harder to access markets in the EU are extremely cheap...
🇸🇮Slovenia has a couple of stable companies with a P/E ratio of 5 or below.
🇧🇬Bulgaria has a couple of companies (and crime syndicates 😂) trading at deep discounts to book value.
4
0
17
2) There is just one catch: the company is Interlife General Insurance SA, a Greek🇬🇷 financial institution.
However, even amidst the country's financial crisis, the company has performed exceptionally well, with the stock compounding at an astounding rate of 22%.
1
1
17
@DeepSailCapital
Eurosnack $ECK could 1 0-100 bag pretty easy.
💎Low price
💎Great growth
💎Large market.
2
0
17
🇬🇷🇬🇷Show me an industry with a stronger trend of consolidation and decreasing competition than Greek Insurance:
5
0
17
AA on the Mime deal: "We effectively bought a part of an asset for 4.7 pounds a barrel where the other part of the license trades for 8 pounds a barrel and is considered cheap." $KIST
1
2
16
Eurosnack 26% growth in jan yoy. Last year jan number where weak so doesn't tells us much yet.
2
1
16
The fact the stock has barely reacted this morning is crazy. $KIST is the first to be allowed to drill up new oil in NL in a long time. It will also be some of the least taxed oil in the EU.
Rumour confirmed, Kistos has received the authorisation to drill 4 wells, adapt the Q10-A platform and connect it to the P15-A/D platform for taking the oil to shore. This is a small version of a much bigger plan that was originally planned.
#KIST
$KIST.L
4
1
13
4
0
16
If the Civic coalition in 🇵🇱Poland forms a coalition and abolished the capital gains tax, I am buying a Polish castle. Going long all assets rich Poles might want...
4
0
16
You will be dearly missed Charlie.
You were a true inspiration.
1
1
16
Still working on my article on
@dsmoak98
/Smoak Capital.
But his HemaCare pitch is still one of the greatest stories in public markets. 26x in a matter of years, truly historic.
1
0
16
Stock still cheap as ever. Wel worth revisiting for those who haven't read my pitch yet. $ECK is on track to grow another 30-40% this year stock hasn't moved.
🚨Hungry for a fat investment pitch?🍿
Eurosnack $ECK, is a Polish snack producer that:
💎Achieved 40% compounded revenue growth over
the last 8 years
💎Boasts consistently 50%+ gross margins
🔥 Has a forward PE of only 6-8
🚀And the best part? No sign of a slowdown! 🧵
14
27
164
2
2
16
Great results from $NLB, which is still one of the cheapest banks in Europe.
It now trades for just:
Less than 4 times trailing earnings
&
11% forward dividend yield!
70% of book
Oke we go there 102 day before earnings. Let's hope we get some fire works tomorrow as well. $NLB
2
0
5
1
0
16
When u consider reducing a position and it tanks 15% while ur contemplating the sell.
3
0
15
I have a degenerate urge to invest in $LEE it either goes bankrupt or 10 bags.
2
1
15
This is why I love international investing. My home market is super expensive, yet I can park half my capital in Poland which is super cheap.
3
2
16
Weekly reminder you can buy the number
#1
value retailer in the UK for a 6 pe/fcf multiple. $CARD.L
UK stocks have two qualities I love:
1) They're absolutely hated
2) They're very cheap
What are your favorite 🇬🇧 ideas?
The more hated, the better!
164
72
571
2
0
14
🚨 I have been wanting to make some stock-specific group chats on Twitter. If you own one of the stocks I own (checked pinned tweet) or are very interested in one, comment below or DM me if you want to be in one of these groups. $MON $ECK $KIST $CARD $INLIF
35
3
10
🇲🇽🇲🇽🇲🇽What are the best Mexican stocks that benefit from becoming the biggest trading partner to the US as well as new alien technology?👽👽
10
0
15
Reports in the Dutch press that $ASML might leave or atleast expand outside NL.
Everyday my country strays further from god. Every big company runs away at somepoint.
6
0
15
Somehow, it is finally raining write-ups again.
First
@david_katunaric
now
@SebKrog
as well.
I wrote up a tiny nanocap, so the idea is only suitable for smaller PAs and people not afraid of illiquidity, but for those I think this idea presents a nice opportunity:
Link in Bio
PS: If you read the article, you’ll know why I chose a duck for the picture.
3
6
60
0
1
14
Finland search continues another intresting find:
Ilkka-Yhtymä Oyj publishing & marketing business.
~profitable net-net:
Current asset: 45m
Long-term investments 89M
total liabilities: 29m
-----
NCAV: 105
MC: 80m
P/B=0.5
Copmany has paid pretty substantial dividends over
1
0
14
This is a pretty clear signal. AA is gona start returning a lot of cash to shareholders next year.
$KIST
#KIST
#KIST
announced earlier today the redemption of all its 2 outstanding Dutch bonds (€150MM, of which €76.83MM is AO).
• Redemption price equal to 102.5% of the nominal amount (€78.75MM)
• Reduction in annual interest cost by around €7MM
• Elimination of the covenant
1
1
29
0
0
14
Here is my very very omptimistic 🐂bull-case 🐂for Eurosnack $ECK.
Assumtions:
🎢25% Growth rate
💎15% Margin
6
0
12
I am close to publishing my article on
@dsmoak98
with his incredible returns.
Here is a little tit-bit from the final paragraph:
0
1
14
Monnari $MON.WA is back to buying back its own shares and still trades at a deep discount to NCAV and book value.
Any people wondered why it stopped? There is a lock-up one month before any reports.
With the report out the company is back to collecting shares.
2
1
14