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Carlos M posts on X about $fip, acquisition, debt, $cprmi the most. They currently have XXXXXX followers and XX posts still getting attention that total XX engagements in the last XX hours.
Social category influence finance XXXX% countries XXXX% stocks XXXX% exchanges XXXX% cryptocurrencies XXXX% currencies XXXX%
Social topic influence $fip 3.53%, acquisition 2.35%, debt 2.35%, $cprmi 2.35%, infrastructure 2.35%, $nwlit 1.18%, $nwlmi 1.18%, deep dive #751, upside 1.18%, faster XXXX%
Top accounts mentioned or mentioned by @makervalue @gyromcduck @stoic_alonso @backoftheenvelo @jlhaggerty1 @lnginvestor @gabcasla @evfcfaddict @thegarpinvestor @mohrhenn @lng_investor_ @raphaelvignes @sruiz64576 @pukarathe_gans @jenato2 @100xcompounding @novembergain
Top assets mentioned Bitcoin (BTC) Ethereum (ETH) HEICO CORP CL A (HEI.A) Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI) SL Green Realty Corp. (SLG)
Top posts by engagements in the last XX hours
"🍹Newlat closes the acquisition of Diageo and its already made several purchases of this kind lately. 💎Mastrolia is starting to remind me quite a lot of a certain gentleman who made history in the North Sea. $NWL.IT #RockRose"
X Link @Carlos_MoraM 2025-09-30T12:48Z 12.5K followers, 7692 engagements
"Campari Deep dive $CPR.MI One of the top players in premium spirits down XX% in XX months (industry headwinds & internal issues) 🍹Aperol(25% of sales) has grown at19% CAGR since 2003 with still huge upside in the & Asia. 🥃Espoln tequila (the untold success story): nearly300M in FY24E sales growing even faster than Aperol We break downeach brand comparing themone by onevs. Pernod Ricard & Diageo $DGE $RI Deep dive intobusiness model marketing strategy capital structure financials risks & internal problems valuation 📊Available to download the full spreadsheetwith all the data 💎One of"
X Link @Carlos_MoraM 2025-02-23T19:47Z 12.5K followers, 37.1K engagements
"⛵ The Week in the Markets 10-Oct 🎯 🔴 S&P XXX Nasdaq XXX Russell 🔴 Europe 🩸 Bitcoin & Ethereum 🏆 🔴 Commodities 🛢 🔴 10Y Yields 🟢 Japan & India 🟢 Gold 🥇 🟢 US Dollar 🟢 VIX ⚔ 🟢 Utilities & Consumer Staples💡🥖"
X Link @Carlos_MoraM 2025-10-11T05:58Z 12.5K followers, 9836 engagements
"🟢Analysis after 1Q25 results & valuation updates 🍹Campari $CPR.MI 🧐Fortress Infrastructure $FIP ⛵Excelerate Energy $EE 🍔Good Times Restaurants $GTIM 💎Link on bio"
X Link @Carlos_MoraM 2025-05-11T18:45Z 12.5K followers, 2911 engagements
"🍺The stock price of Heineken $HEIA soared (+18%) after the Wednesday 4Q Earnings release outperforming peers. 🎯 Some comments Beer Volume increased by XXX% with premium beer growing at 5%. Pricing contributed +3.7% The Americas region showed strong operating profit growth (+24.5%) driven by and . This was the 11th consecutive year with double-digit growth in Brazil Europe was the only geography were sales decreased 2024 Cost Savings of 600MM exceeded the original 500MM target. These cost savings directly funded 300M in additional marketing investment The 2025 guidance is MSD operating"
X Link @Carlos_MoraM 2025-02-14T06:34Z 12.5K followers, 3768 engagements
"⛵Analysis of Fortress Infrastructure (post M&A & refinancing) ✅Breakdown of the new $FIP structure including the Railroad division & the W&LE acquisition 🧐Deep dive into the new debt stack focusing on Preferred A & B with detailed scenario calculations. 🎯Asset-by-asset valuation fully independent from management guidance. 💎 Our thoughts on the situation potential opportunity risk under different scenarios & financial model"
X Link @Carlos_MoraM 2025-10-12T18:48Z 12.5K followers, 2257 engagements
"Detailed analysis of Edenred and Pluxee industry leaders in employee benefits $EDEN.PA $PLX.PA EBITDA margins around XX% steady growth and a regulatory environment that has led them to trade at multiyear lows We analyze with numbers the potential impact of the removal of Ticket Restaurant in and caps/fines in Detailed industry explanation segments financials analysis and recent M&As capital allocation and strategies of both. 🎯Valuation of both (in diferent scenarios) and our independent opinion on both players (and an ad-hoc on $WEX competitor in fleet & mobility)"
X Link @Carlos_MoraM 2025-04-27T18:48Z 12.5K followers, 4734 engagements
"Yesterday we shared Intred $INTD.MI analysis - Unidata $US.MI competitor XX% of recurring revenues Strong presence in Lombardy 9700 km of network - up to 100000 users Gain of tenders 💎Also Kick-off of our earnings season analyses $HZO $MPX $FTAI $FIP $SLG"
X Link @Carlos_MoraM 2023-07-31T06:04Z 12.5K followers, 11.8K engagements