@ThomasMoroder

ROMO (Relief of Missing Out) 😅 always beats FOMO in investing.

 Ortisei & Munich
linktr.ee/thomasmoroder
Joined January 2012
  • Tweets1.4K
  • Following1.3K
  • Followers396
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Replying to @A_May_MD
Thank you for all the great ideas and analyses 🙏
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Replying to @lorenz_swen
Airport operators Swen, airports operators 🤭
Thomas Moroder 👁️^👁️=e^(-🥟/2)@ThomasMoroder8 Jun 2025
Publicly traded airport operators. Airports are unique infrastructure investments with pricing power, barriers to entry, and non-aero revenue. Here’s a global list of listed players you can actually buy: 🧵👇
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Replying to @RNAiAnalyst
Wasn’t aware, thx for the heads up
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Replying to @RNAiAnalyst
You think his account is that big!?
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Replying to @silberschmelzer
Do you like it!?
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Replying to @SebKrog
Extraordinary!
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Replying to @toy59496
What a joke
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Replying to @Secrets4stocks @lasse108
don't be so modest, you actually succeeded, albeit for a short time only ;-) In some years you can tell to your fellow oil state heads that you have been kicked out of OPEC in 2026.
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Thomas Moroder 👁️^👁️=e^(-🥟/2) retweeted
Jason Hirschman
@EightTrack180Sep 20
Enjoyed AndyFest Vienna 2026 @evfcfaddict so much that I’ve temporarily modified my X address until the conference glow up fades. I’m no longer Jason … I’m EuroTrack180.
Andy@evfcfaddictSep 19
1/3 Unmatched! #europoorsinvienna26 @david_katunaric @SebKrog @Kreuzmann13 @EightTrack180 @HugoNavarroPer2 @FresnoCapital @Floe_FS @wusatiuk @JoeValue @MaksimRodin_ @SteigerwaldValu @AxelGMueller @erik_rnf @MarkusEndl @walter_schloss @malbr15831661 @vanckzhu
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Thomas Moroder 👁️^👁️=e^(-🥟/2) retweeted
Andy@evfcfaddictSep 19
1/3 Unmatched! #europoorsinvienna26 @david_katunaric @SebKrog @Kreuzmann13 @EightTrack180 @HugoNavarroPer2 @FresnoCapital @Floe_FS @wusatiuk @JoeValue @MaksimRodin_ @SteigerwaldValu @AxelGMueller @erik_rnf @MarkusEndl @walter_schloss @malbr15831661 @vanckzhu
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Replying to @GavMcCracken
His website is offline, too!?
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Replying to @kevin__mak @peter_mantas
You cannot throw a stone twice into the same river.
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Replying to @DavidBarbato_
Even with a new context window, Claude seems to get bogged down easily now
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Buying more Watkin Jones $WJG.L - market continues to punish me and there are always delays in completion of real estate deals, but so what? I think there is substance, real assets and net cash. Longer.
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Replying to @ZeeContrarian1
There might be a silver lining, but why not play this with calls/spreads/options with the current VIX?
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Replying to @sungcapital
Watch out for stale numbers ;-) The first in your list spent 447.5bn WON on 63% of Aekyung Industrial in March 2026, so the cash-number at year end will be different. Not sure if Tikr/Koyfin are up-to-date.
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Replying to @Premski_SGP
But language went from through Q3 to before year-end and the guidance was not restated today.
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Replying to @Premski_SGP
OK. What do you think about the timeline slipping once again?
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Replying to @Premski_SGP
Isn't this flat since Feb!?
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Replying to @sungcapital
Even after today's 1H26 results!?
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