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@ObrenovicZeljko Avatar @ObrenovicZeljko Zeljko Obrenovic

Zeljko Obrenovic posts on X about $tmvde, has been, $crox, $pah3de the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: X #

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Followers: XXXXX #

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CreatorRank: undefined #

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Social Influence #

Social category influence stocks XXXX% finance XXXX% countries XXXX% cryptocurrencies XXXX% fashion brands XXXX% technology brands XXXX%

Social topic influence $tmvde #19, has been 5.71%, $crox #17, $pah3de 2.86%, $hp3ade 2.86%, $mbh3de 2.86%, $mumde 2.86%, germany 2.86%, sentiment 2.86%, german XXXX%

Top accounts mentioned or mentioned by @joinyellowbrick @tidefallcapital @recoverytrade @deepvaluestonks @presssackbrot @dabao @memyselfandi006 @faustfund @rssndv1 @sebkrog @govro12 @bmb21 @realmommsen @netliquidation @roojoo3 @searching4value @ukasz45445976 @dabao_

Top assets mentioned Crocs, Inc. (CROX) Zoom Video Communications Inc (ZM) Bath & Body Works Inc (BBWI) Wise (WISE) Birkenstock Holding plc (BIRK) Netflix Inc (NFLX) Spotify Technology (SPOT)

Top Social Posts #

Top posts by engagements in the last XX hours

"Buy German I am. $PAH3.DE $HP3A.DE Closely following: $MBH3.DE $MUM.DE"
X Link @ObrenovicZeljko 2024-09-14T09:49Z 2163 followers, 1732 engagements

"$PEXIP is really interesting. I remember following the company in 2020 when it was a COVID high-flyer. Well it fell over XX% during the 2021/2022 crash seen as just another video conferencing software and COVID beneficiary. It has more than 6x'd since then driven by good fundamental development while $ZM has just gone straight down. I guess they found their niche in security-focused video conferencing for government agencies and the like"
X Link @ObrenovicZeljko 2025-10-12T13:57Z 2162 followers, 1138 engagements

"Well there you go. $TMV.DE is now an AI beneficiary. Stock jumps XX% today after BofA double upgrade from underweight to buy and a price target of XXXXX. "Teamviewer jumps BofA sees AI opportunities""
X Link @ObrenovicZeljko 2025-09-01T17:05Z 2162 followers, 1182 engagements

"$TMV.DE has been a classic value trap so far. Finally I've stepped into it. Bought a couple of shares. I think that a business that generates recurring revenue still grows at HSD and is gushing FCF has no business trading at 6-7 FCFE. They've also bought back XX% of outstanding shares in the last X years. That's it. That's the thesis"
X Link @ObrenovicZeljko 2025-07-28T19:20Z 2162 followers, 2316 engagements

"@TidefallCapital Some that come to mind excluding micro caps: $CROX $BBWI $BWMX $DOU.DE $TMV.DE $DOM.L"
X Link @ObrenovicZeljko 2025-10-04T17:42Z 2163 followers, XXX engagements

"o3s take on $WISE Q1/26 Trading Update is on point"
X Link @ObrenovicZeljko 2025-07-19T10:29Z 2163 followers, 1750 engagements

"@memyselfandi006 @FaustFund @rssndv1 @SebKrog Brunello Cucinelli wants a word with you"
X Link @ObrenovicZeljko 2025-10-11T16:37Z 2162 followers, XXX engagements

"$CROX and $BIRK have similar economics but trade at very different prices. Both run XX% gross margins and XX% operating margins. CROX made $680m adj. net profit last year on $2.7b of tangible assets (25% ROTA). BIRK made 300m on 1.8b (17% ROTA). Yet CROX trades at 5x LTM EBITDA / 6x P/E while BIRK trades at 14x / 24x. BIRK has the edge in growth (mid-teens sales growth). CROX is growing mid-teens as well internationally but not anymore in the US. The market thinks CROX is over-earning and the shoes are a fad because theyre uglybut thats part of their appeal. I dont think the valuation gap is"
X Link @ObrenovicZeljko 2025-09-16T18:38Z 2162 followers, 4645 engagements

"$UMG $SPOT $NFLX 🤔"
X Link @ObrenovicZeljko 2025-10-05T17:54Z 2163 followers, 1494 engagements