@Quartr_App Quartr
Quartr, a platform providing business insights, recently sat down with Epiroc's CEO Helena Hedblom for an exclusive interview covering her tenure at Atlas Copco Group and Epiroc. Quartr also highlighted its collaboration with Karin Larsson, head of IR at Epiroc, who has been an early adopter and provided feedback to shape the platform. Additionally, Quartr showcased how Epiroc's IR team uses Quartr Pro.
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Social Influence
Social category influence stocks 18.8% finance 12.03% technology brands 9.77% fashion brands 8.27% luxury brands 6.77% countries 5.26% automotive brands 3.76% social networks 2.26% travel destinations 1.5% products 1.5%
Social topic influence $bcmi #45, luxury 9.02%, the world 8.27%, business 8.27%, ceo 7.52%, $lvmh #3, in the 6.02%, $cfrsw 4.51%, $rms 4.51%, brunello cucinelli #45
Top accounts mentioned or mentioned by @eliano @number1invest_ @stonkmetal @mosinvesting @ai_hyperbull @munoismuno @blockmeta @grok @acquirersclub @serialacquirers @chriswmayer @niklassavas @cj0pp3l @ifbpodcast @0xhorseman @peakado @inpractise @qualitystocksa @bizbreakdowns @stockopine
Top assets mentioned Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Celsius Holdings, Inc. Common Stock (CELH) Palantir Technologies Inc. (PLTR) SpaceN (SN) Costco Wholesale Corporation (COST) PepsiCo, Inc. (PEP) Kraft Heinz Co (KHC) Procter & Gamble (PG) Coca-Cola Co (KO) MONDELEZ INTERNATIONAL INC (MDLZ) General Mills, Inc. (GIS) Colgate-Palmolive Company (CL) NXP Semiconductors NV (NXPI)
Top Social Posts
Top posts by engagements in the last [--] hours
"You don't have to chase the "next big thing" to achieve great returns. Here's a thread introducing [--] boring companies with remarkable long-term track records 🧵 [--]. How about gas stations and convenience stores $ATD.TO has returned 28000% since 1999:"
X Link 2023-03-03T15:21Z 149.1K followers, 305.6K engagements
"Let us tell you about the most impressive grocery store operator you've never heard of $DNP.WA in Poland. Since [----] Dino Polska has grown its store network from [---] to 2200+ locations adding 50+ in the last quarter alone. That's 26% CAGR. Although despite this aggressive expansion Dino's revenue only account for 6% of Poland's nationwide grocery sales meaning lots of whitespace ahead. Since [----] Dino's revenue and EBIT has grown with an incredible 32% and 40% CAGR respectively. EBIT margins have expanded from 5% to almost 8% during this period much thanks to its investments in distribution"
X Link 2023-07-10T12:31Z 148.9K followers, 68.7K engagements
"Software Is Eating the World We've just created this infographic showcasing 65+ Software & Services companies that have grown its EPS at 15% CAGR or more over the last [--] years. The top [--] names on the list: $SGN.WA +208% $CBRAIN +135% $NET.L +95% $EPSIL.AT +89% $ALVIV.PA +82% https://twitter.com/i/web/status/1737458465612710388 https://twitter.com/i/web/status/1737458465612710388"
X Link 2023-12-20T13:02Z 148.9K followers, 93.4K engagements
"One company that is not mentioned enough on here is $EL.PA the 82B Eyewear & Eyecare Powerhouse. EssilorLuxottica is completely vertically integrated which means they cover every single step of the value creation process - from product development and manufacturing to end-consumer sale. Aside from their vast physical scale EL's brand and long-term licensing agreement portfolio is without a doubt unmatched in the eyewear world. It includes world-renowned brands such as $RACE Chanel Oakley Ray-Ban $LVMH's Tiffany and Bulgari $MONC and $BRBY. Looking back over the last [--] years the company has"
X Link 2023-12-30T16:52Z 148.9K followers, 63.3K engagements
"Are you familiar with $INDT Indutrade is a $9B Swedish serial acquirer founded in [----] that has grown its EPS at a 15% CAGR and returned 50x (dividends reinvested) since its [----] IPO. "Our business philosophy is built upon entrepreneurship decentralization and sustainable profitable growth." Indutrade consists of 200+ businesses active in a wide range of niches spanning from medical technology and industrial flow measurement solutions to construction tools. Here are the [--] key attributes that Indutrade is looking for in its acquisition targets: Only B2B companies Shared values and a management"
X Link 2024-01-09T10:45Z 148.9K followers, 54.6K engagements
"In [----] Bernard Arnault created $LVMH. In [----] Johann Rupert created $CFR.SW an acquisition-driven luxury group much like LVMH and to date one of Arnault's largest competitors. Richemont is now the second largest luxury conglomerate and the third largest luxury company (with $RMS being the second) in the world. The group's many prestigious maisons include Cartier Van Cleef & Arpels Montblanc Piaget and Vacheron Constantin to name a few. Since inception Richemont has compounded its topline at 5% per year. Looking instead at the last [--] years the group has grown its revenue and FCF at a 6% and"
X Link 2024-01-30T13:45Z 149.1K followers, 108.8K engagements
"L'Oral founded in Paris in [----] is the largest beauty group in the world. $OR.PA is the home of some of the most prestigious cosmetics and fragrance brands of all time including Lancme Maybelline New York Garnier and NYX. We have just created this infographic that illustrates L'Oral's growth and most notable acquisitions over the last three and a half decades: https://twitter.com/i/web/status/1763563642178421054 https://twitter.com/i/web/status/1763563642178421054"
X Link 2024-03-01T13:55Z 148.9K followers, 62.9K engagements
"In [--] hours the third issue of our Edge newsletter will reach 100000+ subscribers around the world. It will include two company deep dives: the "Costco of airlines" $RYA and the world's largest beauty group $OR.PA plus a lot more. Edge offers carefully crafted articles about companies and industries our appraised visuals curated quotes and a few handpicked recommendations. Every Friday. For free. Sign up right away to not miss out on this or any of the upcoming issues. Link in bio https://twitter.com/i/web/status/1765794340398403782 https://twitter.com/i/web/status/1765794340398403782"
X Link 2024-03-07T17:39Z 148.9K followers, 20.4K engagements
"This might be the most demanding visual we've created so far including 550+ logos. This chart illustrates the brands within [--] of the largest consumer brand conglomerates in the world. $NESN $PEP $PG $ULVR $KO $MDLZ $BN.PA $KHC $ABF.L $GIS $CL"
X Link 2024-03-11T12:43Z 149K followers, 71.3K engagements
"In [----] Bernard Arnault created $LVMH. In [----] Johann Rupert created $CFR.SW an acquisition-driven luxury group much like LVMH and to date one of Arnault's largest competitors. Richemont is now the second largest luxury conglomerate and the third largest luxury company (with $RMS being the second) in the world. The group's many prestigious maisons include Cartier Van Cleef & Arpels Montblanc Piaget and Vacheron Constantin to name a few. Since inception Richemont has compounded its topline at 5% per year. Looking instead at the last [--] years the group has grown its revenue and FCF at a 6% and"
X Link 2024-04-08T10:58Z 149.1K followers, 85.9K engagements
"Luxury Is Independent Of Time In his first shareholder letter published in English Brunello writes about the luxury pyramid and $BC.MI's positioning:"
X Link 2024-04-14T12:07Z 148.9K followers, [----] engagements
"10. Thinking about the fact that $PHIA has spun off both $ASML and $NXPI blows our minds every time. Today's ASML market cap alone equals roughly 14x() that of its former parent company:"
X Link 2024-06-23T17:53Z 149.1K followers, [----] engagements
"It has never been easier to understand a market and its key players. Simply search for 'market share' in Quartr Pro to access thousands of slides showcasing different industry dynamics. Some examples 🧵 [--]. $AMAT's patterning share has increased from 10% to 30% in [--] years:"
X Link 2024-08-27T12:23Z 149.1K followers, 27.9K engagements
"Are you familiar with Barry Callebaut $BARN.SW is the world's leading manufacturer of high-quality chocolate and cocoa products. Headquartered in Zurich Switzerland the company operates [--] production facilities worldwide and employs more than [-----] people. The company serves the entire food industry from industrial food manufacturers to artisanal and professional users of chocolate such as chocolatiers pastry chefs bakers hotels restaurants and caterers. They have a 21% market share in the cocoa and chocolate industry and 19% in the gourmet market which makes them the leading company in both."
X Link 2024-09-05T13:27Z 149.1K followers, 15.3K engagements
"75+ Serial Acquirers from around the globe: Alimentation Couche-Tard LIFCO Constellation Software Atlas Copco Danaher Halma Assa Abloy Addtech Addnode AddLife United Rentals LVMH Ashtead Group BEWI Bergman & Beving Diploma Lagercrantz Indutrade Instalco Green Landscaping Knowit AMETEK Sartorius Middleby Corp Swedencare SIKA Fastenal Embracer Group Thermo Fisher Scientific Fasadgruppen Beijer Alma BICO Topicus Sdiptech Volati Norva24 HMS Networks Watsco Atkore Hexagon Roper Technologies HEICO TransDigm Eurofins Scientific SDI Group Judges Scientific NCAB Hexatronic Teqnion Vitec Software Group"
X Link 2024-10-12T17:24Z 149.1K followers, 42.1K engagements
"Today $RMS' market cap surpassed $LVMH's for the first time ever. $279B"
X Link 2025-04-15T17:55Z 149.1K followers, 51.6K engagements
"$EL.PA's CEO on the strong demand for $META's AI glasses: "Everybody is just getting in the store asking for the AI glasses - Ray-Ban Meta Oakley Meta. Now already we have customers that are coming in the store and they're asking. And this seems to be the easiest product to sell." https://twitter.com/i/web/status/1950216067382431867 https://twitter.com/i/web/status/1950216067382431867"
X Link 2025-07-29T15:25Z 148.9K followers, 12.5K engagements
"$LVMH Q3 [----] Organic revenue growth by business group (y/y):"
X Link 2025-10-14T15:53Z 149.1K followers, 124.4K engagements
"If you find yourself going deep on how great companies operate we want you. Join us to build Edge into the leading source for business stories"
X Link 2025-12-04T18:19Z 148.9K followers, 20.7K engagements
"See why RavenPack chose to build with Quartr API"
X Link 2025-12-05T12:40Z 148.9K followers, 14.2K engagements
""It pissed us off when somebody was wearing our high-tech products in the street with jeans. It really bugged us. It's like buying a Porsche and going shopping." Olivier Bernhard knew the highs of a world-class triathlon career and the strain of its closing years. As injuries piled up he began to wonder if there was room for a new kind of running sensation. A prototype made from cut-up garden hose became CloudTec the innovation behind "running on clouds." What began in the Swiss Alps with a running shoe became a global sportswear brand. Edge #70: On"
X Link 2025-12-12T16:02Z 149.1K followers, 62.5K engagements
"A century ago Americans dumped their waste wherever they could with limited oversight or consequence. As cities grew trash collection became essential then commercial and waste funneled into centralized dumps. Operators were mostly local at first. Over time tighter rules and clearer accountability professionalized the industry and incentivized scale. Out of that shift came a remarkably stable industry and eventually Waste Management. Edge #71: $WM"
X Link 2026-01-23T15:30Z 148.9K followers, 15.4K engagements
"$TSLA Q4 [----] Revenue -3% *Automotive -11% *Energy Gen. & Storage +25% Gross Profit +20% *marg. 20.1% (16.3) EBIT -11% *marg. 5.7% (6.2) Adj. EBITDA -4% *marg. 16.7% (16.9) EPS -60% FCF -30%"
X Link 2026-01-28T21:08Z 149.1K followers, 71.4K engagements
"$META Q4 [----] "I'm looking forward to advancing personal superintelligence for people around the world in 2026" - Mark Zuckerberg DAP +7% Ad impressions +18% Avg. price per ad +6% Revenue +24% EBIT +6% *marg. 41% (48) EPS +11%"
X Link 2026-01-28T21:24Z 149.1K followers, 18.2K engagements
"Powered by Quartr API. Great new google finance feature BTW - live transcripts https://t.co/wYF96Gk8h1 Great new google finance feature BTW - live transcripts https://t.co/wYF96Gk8h1"
X Link 2026-02-12T18:22Z 149.1K followers, 58.8K engagements
"50+ Serial Acquirers from around the globe: Alimentation Couche-Tard LIFCO Constellation Software Atlas Copco Danaher Halma Assa Abloy Addtech Addnode AddLife United Rentals LVMH Ashtead Group BEWI Bergman & Beving Diploma Lagercrantz Indutrade Instalco Green Landscaping Knowit AMETEK Sartorius Middleby Corp Swedencare SIKA Fastenal Embracer Group Thermo Fisher Scientific Fasadgruppen Beijer Alma BICO Topicus Sdiptech Volati Norva24 HMS Networks Watsco Atkore Hexagon Roper Technologies Momentum Group HEICO TransDigm Eurofins Scientific SDI Group Judges Scientific NCAB Hexatronic Teqnion Vitec"
X Link 2023-06-06T20:01Z 149.1K followers, 181.9K engagements
"Are you familiar with $DSV.CO A $50B Danish transport and logistics giant with an incredible track record. Over the last three decades DVS has grown its revenue and EBIT at an astonishing 21% and 27% CAGR. And since [----] the stock is up +8300%. What's DSV's secret sauce Well one very important ingredient has been their acquisition strategy and the benefits of becoming a larger player in a highly fragmented industry. "We've said it a million times our industry is super fragmented. We believe in consolidation." - Jens Andersen CEO DVS might be worth digging deeper into if you are interested in"
X Link 2023-07-17T10:50Z 149.1K followers, 93.8K engagements
"@Quality_stocksA @bizbreakdowns @stonkmetal @Stock_Opine @SLC_Fund @MoS_Investing @fundhunter_co @AnkurShah47 @Wexboy_Value @LT3000Lyall Both $ABB and $SU.PA are sure exposed to some very attractive end-markets:"
X Link 2024-01-10T14:01Z 149.1K followers, [----] engagements
"Brunello Cucinelli known as the King of Cashmere runs his Italian luxury design house $BC.MI in a very fascinating way. We have in this tread compiled a few key concepts from a decade of shareholder letters interviews and earnings call transcripts 🧵"
X Link 2024-04-14T12:07Z 149K followers, 254.4K engagements
"What makes a 100-bagger In this visual we break down the return revenue and EBIT growth margin development and multiple expansion or contraction for each of the [--] best performing stocks over the last [--] years. $XPEL $PATK $NXST $CAR $NVDA $CELH $MITK $DXCM $BESI $SRT.DE $VIT.B $MGPI $JDG.L $EXAS $LULU https://twitter.com/i/web/status/1782449162669191592 https://twitter.com/i/web/status/1782449162669191592"
X Link 2024-04-22T16:39Z 149.1K followers, 80.1K engagements
"$LOTB [--] years of financial development and acquisitions:"
X Link 2024-09-15T16:50Z 149K followers, 40.9K engagements
"Chanel has had remarkable growth in recent years. In [----] it generated more revenue than Herms $RMS.PA and approximately the same amount as Kering $KER.PA and Richemont $CFR.SW at around $20 billion. The [---] year-old luxury giant is privately owned by the Wertheimer brothers whose grandfather was a business partner of Coco Chanel. When the CEO Leena Nair was asked about an IPO last year she said: Were going to stay a private independent company. Rumours always float around but you can put those to rest." https://twitter.com/i/web/status/1843303059608277049"
X Link 2024-10-07T14:51Z 149.1K followers, 17K engagements
"Are you familiar with Techtronic Industries $TTNDY is a Hong Kong-based company specializing in power tools outdoor power equipment hand tools and floor care appliances with brands including Milwaukee Ryobi and Hoover. Cordless Leadership TTI's primary brands Milwaukee and Ryobi have significantly shifted toward cordless power tools. Milwaukee targets professionals while Ryobi focuses on DIY customers. Since [----] Milwaukee's own share of cordless tools has risen from 72% to 97%. Network Effects A key business advantage of cordless tools is the network effect from battery platforms that power"
X Link 2024-11-24T20:09Z 149K followers, 22.6K engagements
"When you hear "Mars" you might think of M&M's Snickers or Twix but surprisingly their biggest business isn't candy it's pet care. From pet food to veterinary services the segment makes up 60% of their total revenue and together with $NESN.SW they control about half of the pet food market. Our friends at @AcquiredFM just released their final episode of the year covering the incredible story of Mars. Go check it out. https://twitter.com/i/web/status/1869105273622688187 https://twitter.com/i/web/status/1869105273622688187"
X Link 2024-12-17T19:39Z 149K followers, 33.1K engagements
"Richemont $CFR.SW is up 15% today after a trading update that exceeded expectations with quarterly revenue reaching an all-time high. The news also caused the rest of the luxury stocks to rally. Is this the turning point for the sector's revival"
X Link 2025-01-16T15:42Z 149.1K followers, 28K engagements
"In [----] Bernard Arnault created $LVMH. In [----] Johann Rupert created $CFR.SW an acquisition-driven luxury group much like LVMH. Arnault has said he considers Rupert an outstanding leader. And about a year ago it was revealed that he had built a personal stake in the company. Richemont's acquistion history visualized: https://twitter.com/i/web/status/1934983349077979387 https://twitter.com/i/web/status/1934983349077979387"
X Link 2025-06-17T14:35Z 149.1K followers, 26.5K engagements
"$ATD.TO CEO on passing $TSLA in Sweden and driving more in-store traffic: "We have [--] million charging transactions this quarter and it grew 50% . We have passed Tesla in Sweden as an example. Our utilization of chargers per charger is well ahead of the industry standard those charge customers they come into our stores at a rate of 1/3 times greater than our traditional food customers." https://twitter.com/i/web/status/1963669752888393741 https://twitter.com/i/web/status/1963669752888393741"
X Link 2025-09-04T18:25Z 149.1K followers, 12.8K engagements
"$RMS Q3 [----] Revenue growth by business line:"
X Link 2025-10-22T06:11Z 149.1K followers, 76.4K engagements
"Quartr AI chat. Now on mobile"
X Link 2025-10-28T12:59Z 149.1K followers, 881.5K engagements
"$LVMH Q4 [----] organic growth rates: Revenue +1% *Wines & Spirits -9% *Fashion & Leather Goods -3% *Perfumes & Cosmetics -1% *Watches & Jewelry +8% *Selective Retailing +7%"
X Link 2026-01-27T16:50Z 149K followers, 48K engagements
"$MSFT Q2 [----] Revenue +17% *Prod. & Business +16% *Intelligent Cloud +29% *Pers. Computing -3% *Azure +39% *LinkedIn +11% *Xbox C&S -5% EBIT +21% *marg. 47.1% (45.5) EPS +60%"
X Link 2026-01-28T21:16Z 149.1K followers, 177.4K engagements
"Our @PalantirTech Q3 [----] poster signed by Alex Karp is now up for auction with all proceeds going to charity. We are auctioning off three 16x20 @Quartr_App posters from their infamous Q3 [----] $PLTR earnings post SIGNED by Palantir cofounder & CEO Dr. Alex Karp. Auction will be open for three days https://t.co/uOM4rLUNYw All funds will be donated to @TMFoundation 🪖 https://t.co/zK2WMeDyb9 We are auctioning off three 16x20 @Quartr_App posters from their infamous Q3 [----] $PLTR earnings post SIGNED by Palantir cofounder & CEO Dr. Alex Karp. Auction will be open for three days"
X Link 2026-02-03T15:42Z 149K followers, 20.1K engagements
"Brunello Cucinelli known as the King of Cashmere runs his Italian luxury design house $BC.MI in a very fascinating way. We have in this tread compiled a few Key Concepts from a decade of shareholder letters interviews and earnings call transcripts 🧵👇"
X Link 2023-02-20T15:29Z 149.1K followers, 159.1K engagements
"It's Negroni Week so let's give it up for $CPR.MI who's been providing the iconic key ingredient for over [---] years In fact Campari Group supplies all the necessary ingredients to stir a perfect Negroni (except of course the ice and the orange peel). Cinzano one of Italy's most iconic vermouth brands was acquired in [----] and since [----] British gin distiller Bulldog Gin is part of the group. And if you live in the U.S. the orange peel in your Negroni might come from $ALCO the largest citrus producer in the country 🍊 Campari Group 10y CAGRs Revenue +7% EBIT +7% EPS +9%"
X Link 2023-09-20T12:55Z 149.1K followers, 107K engagements
"Brunello Cucinelli known as the King of Cashmere runs his Italian luxury design house $BC.MI in a very fascinating way. We have in this tread compiled a few Key Concepts from a decade of shareholder letters interviews and earnings call transcripts 🧵"
X Link 2023-10-22T14:54Z 149.1K followers, 376.4K engagements
"The Negroni has been the world's best-selling cocktail for three consecutive years and $CPR.MI just so happens to own brands supplying each of its ingredients"
X Link 2025-06-24T17:10Z 149.1K followers, 18.9K engagements
"Q3 [----] earnings season wrapped up"
X Link 2025-12-22T14:10Z 149.1K followers, 223K engagements
"$AAPL Q1 [----] "iPhone had its best-ever quarter driven by unprecedented demand with all-time records across every geographic segment" - Tim Cook Revenue +16% *iPhone +23% *Mac -7% *iPad +6% *Wearables Home. -2% *Services +14% *Americas +11% *Europe 13% *Greater China +38% *Japan +5% *Rest of Asia Pacific +18% EBIT +19% *margin 35.4% (34.5) EPS +18% https://twitter.com/i/web/status/2016990700638761448 https://twitter.com/i/web/status/2016990700638761448"
X Link 2026-01-29T21:43Z 149.1K followers, 169.3K engagements
"$PLTR Q4 [----] "We are an n of [--] and these numbers prove it. Palantir is alone in choosing to exclusively focus on scaling the operational leverage made possible by the rapid advancements of AI models" - Alex Karp CEO Revenue +70% *U.S. commercial +137% *U.S. government +66% Customer count +34% Adj. EBIT +114% *marg 57% (45) Adj. EPS +79% https://twitter.com/i/web/status/2018434509839245700 https://twitter.com/i/web/status/2018434509839245700"
X Link 2026-02-02T21:21Z 149.1K followers, 52.2K engagements
"$GOOGL Q4 [----] "The Gemini App has grown to over [---] million monthly active users" - Sundar Pichai CEO Revenue +18% *Google Search & other +17% *YouTube Ads +9% *Google Network -2% *Google Cloud +48% EBIT +16% *marg 32% (32) EPS +31%"
X Link 2026-02-04T21:17Z 149.1K followers, 83K engagements
"$AMZN Q4 [----] "We expect to invest about $200 billion in capital expenditures across Amazon in [----] and anticipate strong long-term return on invested capital" - Andy Jassy Revenue +14% *AWS +24% *Online Stores +10% *Physical Stores +5% *Third Party Sellers +11% *Subscriptions +14% *Advertising +23% EBIT +18% *margin 11.7% (11.3) EPS +5% FCF LTM -71% https://twitter.com/i/web/status/2019521795276058895 https://twitter.com/i/web/status/2019521795276058895"
X Link 2026-02-05T21:21Z 149.1K followers, 55.3K engagements
"From vacuums and blenders to ice cream makers and hair care $SN has repeatedly expanded and succeeded across new categories. What once played out in late-night linear TV infomercials now unfolds on TikTok. This is the story of SharkNinja"
X Link 2026-02-06T15:02Z 149.1K followers, 24.1K engagements
"Read our full deep dive on $SN: https://quartr.com/insights/edge/sharkninja-viral-by-design https://quartr.com/insights/edge/sharkninja-viral-by-design"
X Link 2026-02-06T18:01Z 149.1K followers, [----] engagements
"4. A beautiful 34-year EPS and dividend growth chart from $SPX.L:"
X Link 2023-07-12T18:34Z 149K followers, [----] engagements
"3. $HWDN a trade kitchen supplier with more than [---] depots throughout the UK and Europe has grown its EPS by 18% CAGR over the last decade. The stock Up 600% excl. dividends over the same period"
X Link 2023-07-24T15:57Z 149.1K followers, [----] engagements
"4. $IMCD a global specialty chemicals giant providing ingredients to almost every industry (food & nutrition life science coatings & construction etc) has grown its EPS by 27% CAGR over the last [--] years. The stock Up 500%+ excl. dividends over the same period"
X Link 2023-07-24T15:57Z 149.1K followers, [----] engagements
"6. $BAS.DE the largest chemicals company in the world who sell to basically every industry in the world experienced weakness in the quarter but remains optimistic about the second half of 2023:"
X Link 2023-08-01T13:43Z 149K followers, [----] engagements
"6. $MMC with a 13% EPS CAGR since 2010:"
X Link 2023-10-13T15:23Z 149K followers, [----] engagements
"Company Guardianship Brunello is the majority shareholder of $BC.MI and the main reason he took the company public in [----] was to make sure that it would survive for the next [--] or [---] years:"
X Link 2023-10-22T14:54Z 149.1K followers, [----] engagements
"A quick sidenote You all know about Mark Zuckerberg's iconic grey t-shirts but did you know that they are custom made by $BC.MI and cost around $300"
X Link 2023-10-22T14:54Z 149.1K followers, [----] engagements
"Be Careful With Growth $BC.MI is also very careful with growth and speak a lot about the importance of "not being too widely distributed" as an absolute luxury brand:"
X Link 2023-10-22T14:54Z 149.1K followers, [----] engagements
"Btw this is Solomeo where the $BC.MI HQ and factory is located. Unreal"
X Link 2023-10-22T14:54Z 149.1K followers, [----] engagements
"During the pandemic $BC.MI made three choices based on its core principles. They. [--]. Guaranteed employment and wage levels for all Brunello workers worldwide. [--]. Refused to ask for discounts from suppliers etc. [--]. Continued to optimize for the long-term"
X Link 2023-10-22T14:54Z 149.1K followers, [----] engagements
"This continued focus on the long-term and the health of its entire production chain despite near-term headwinds of course made profits suffer but $BC.MI recovered even stronger:"
X Link 2023-10-22T14:54Z 149.1K followers, [----] engagements
"Here's another example of Brunello's long-term thinking and his commitment to society. He calls it a "1000-year project" - the Universal Library of Solomeo (aka "the Hamlet of Cashmere and Harmony"):"
X Link 2023-10-22T14:54Z 149.1K followers, [----] engagements
"A great way to understand a company's role in the value chain is to study how management talk about competitors partners and suppliers. That is exactly why we built Mentioned By gathering company mentions from across the globe. Here are [--] insights displaying its power 🧵"
X Link 2023-10-23T16:10Z 149K followers, 66.4K engagements
"Here's $VACN.SW's CEO mentioning the fact that $TSLA among others now design their own chips in-house plus some comments on the shifting dynamics within the semiconductor ecosystem:"
X Link 2023-10-23T16:10Z 149K followers, [----] engagements
"Thanks guys Switching Costs for example is very interesting and diverse with elevator and escalator businesses like $OTIS $KNEBV and $SCHN next to software/technology businesses like $NVDA $SAP and $ANSS and medical device/equipment businesses such as $CHEMM $ISRG and $MDT. https://twitter.com/i/web/status/1726698602381119543 https://twitter.com/i/web/status/1726698602381119543"
X Link 2023-11-20T20:26Z 149.1K followers, [----] engagements
"Are you familiar with Lotus Bakeries Despite growing its EBIT at a 16% CAGR and delivering a 12000% TSR over the past two decades there isn't a lot of buzz around the family-controlled snacks powerhouse that is $LOTB. The Lotus Brand Founded in [----] in Belgium Lotus has evolved into a globally recognized and beloved brand. Lotus is renowned for its commitment to craftsmanship and quality and is particularly known for its iconic Biscoff biscuits. Some of you might have noticed Biscoff's quite recent brand collabs with players such as $NESN $DNUT and $MCD. Three Generations of Boone Karel Boone"
X Link 2023-11-26T18:37Z 149K followers, 90.1K engagements
"Edge issue #7 drops tomorrow. This week's cover story explores the ten core ideas of Brunello Cucinelli founder of $BC.MI and known as the King of Cashmere. It covers the importance of having a life mission the value of books reflective thinking and humility plus this week's handpicked highlights. Sign up for Edge right away via the link in our bio https://twitter.com/i/web/status/1775903855609332194 https://twitter.com/i/web/status/1775903855609332194"
X Link 2024-04-04T15:10Z 149K followers, 19.8K engagements
"The 8-to-6 Rule The first example of $BC.MI's unique corporate culture is the very strict working hours. No work related emails or phone calls can be done after [--] o'clock and 90-minute lunch breaks are obligatory:"
X Link 2024-04-14T12:07Z 149.1K followers, [----] engagements
"Company Guardianship Brunello is the majority shareholder of $BC.MI and the main reason he took the company public in [----] was to make sure that it would survive for the next [--] or [---] years:"
X Link 2024-04-14T12:07Z 149K followers, [----] engagements
"A quick sidenote You all know about Mark Zuckerberg's iconic grey t-shirts but did you know that they are custom made by $BC.MI and cost around $300"
X Link 2024-04-14T12:07Z 149.1K followers, [----] engagements
"During the pandemic $BC.MI made three choices based on its core principles. They. [--]. Guaranteed employment and wage levels for all Brunello workers worldwide. [--]. Refused to ask for discounts from suppliers etc. [--]. Continued to optimize for the long-term"
X Link 2024-04-14T12:07Z 149.1K followers, [----] engagements
"Mot et Chandon is by far the largest actor in the region producing roughly twice as much as their closest competitor Veuve Clicquot. The house's [--] kilometers (17 miles) of naturally perfectly tempered cellar tunnels were 90% dug by hand over [---] years"
X Link 2024-04-20T19:10Z 149.1K followers, [----] engagements
"We also of course stopped by a few iconic (mostly flagships) stores of brands such as Louis Vuitton Dior Loro Piana $RMS Goyard $MONC $BC.MI Patek Philippe and $KER's Gucci plus the new museum LV DREAM"
X Link 2024-04-20T19:10Z 149.1K followers, [----] engagements
"$CELH Q1 [----] Revenue +37% *North America +37% *International +43% Gross Profit +60% *marg. 51% (44) EBIT +85% *marg. 23% (17) Net Income +89% EPS +108%"
X Link 2024-05-07T11:20Z 149.1K followers, 126.4K engagements
"3. $CFR.SW the third-largest luxury company in the world by both market cap and revenue is trading at EV/EBIT 15x 2025E similar to $LVMH:"
X Link 2024-05-20T11:32Z 149.1K followers, [----] engagements
"4. Consensus multiples for the Italian fashion house $BC.MI one of the youngest luxury brands globally to have reached such massive success:"
X Link 2024-05-20T11:32Z 149.1K followers, [----] engagements
"6. Founded already in [----] $DEMANT is a global leader in hearing aids and audiometric equipment:"
X Link 2024-06-11T14:01Z 149.1K followers, [----] engagements
"7. $COLO a distributor of medical devices and solutions for ostomy continence and wound and skin care needs:"
X Link 2024-06-11T14:01Z 149.1K followers, [----] engagements
"Four criteria for M&A value creation"
X Link 2024-06-18T10:22Z 149.1K followers, 40.7K engagements
"8. $BUR with a nice ROIC slide:"
X Link 2024-06-20T12:20Z 149.1K followers, [----] engagements
"9. $DSCV Cash conversion and FCF development:"
X Link 2024-06-20T12:20Z 149.1K followers, [----] engagements
"@TrungTPhan Since Aperol was acquired by Campari Group in [----] at the time mainly known domestically the brand has become $CPR.MI's key revenue driver and a global phenomenon 🍹 The Aperol Spritz Enabler Are you familiar with $CPR.MI Campari Group with its 160-year history is one of the largest high-end/premium spirits groups in the world. The original Campari aperitif was invented back in [----] and until [----] it was the only brand in the portfolio. https://t.co/9E5GxmbY9o The Aperol Spritz Enabler Are you familiar with $CPR.MI Campari Group with its 160-year history is one of the largest"
X Link 2024-07-15T19:43Z 149.1K followers, [----] engagements
"Yesterday L'Oral announced that they had purchased a 10% stake in Galderma from EQT and others. Galderma went public in March and is a leading player in the injectable aesthetics and dermatology market with a valuation of $20 billion. $OR.PA $GALD.SW $EQT"
X Link 2024-08-06T15:38Z 149K followers, 15.8K engagements
"2. $BARN.SW the world's largest cocoa producer is 2-3 times larger than its nearest competitor in the gourmet market:"
X Link 2024-08-27T12:23Z 149.1K followers, [----] engagements
"7. $THO's market position and share in different RV segments:"
X Link 2024-08-27T12:23Z 149.1K followers, [----] engagements
"8. The U.S. equipment rental market has seen significant consolidation and $AHT.L predicts more to come:"
X Link 2024-08-27T12:23Z 149.1K followers, [----] engagements
"In a world full of headlines about the latest industry disruptors and tech unicorns theres a snack company thats been baking up a storm behind the scenes. Meet Lotus Bakeries $LOTB a family-controlled powerhouse that has turned heads with an impressive 17% compound annual growth rate in EBIT and an astounding total shareholder return of 177x over the past [--] years. Despite these remarkable numbers this Belgian snack company remains surprisingly under the radar. Edge #30 is dropping in a few hours join +100k others and secure your free issue http://quartr.com/edge http://quartr.com/edge"
X Link 2024-09-13T16:20Z 149K followers, 17.5K engagements
"Big news $LVMH has purchased a 10% stake in Double R the investment vehicle that owns [--] % of $MONC and is controlled by its CEO Remo Ruffini. With funding from LVMH Double R plans to increase its Moncler stake to 18.5% over the next [--] months. Arnault's take on the news:"
X Link 2024-09-27T12:35Z 149K followers, 30.8K engagements
"Legrand's $LR.PA data center revenue has grown from 10% of total revenue in [----] to 15% in [----]. Some interesting facts related to data centers from their recent CMD: In [----] 40% of racks are expected to have over [--] kW capacity compared to 5% in [----]. Data center energy demand is expected to reach [----] TWh in [----] up from [---] TWh in [----]. Data centers could account for 4% of total electricity demand by [----]. Legrand has grown its data center revenues with a 17% CAGR from [----] to [----]. The company has acquired [--] data center-related companies over the past five years including four"
X Link 2024-09-30T15:23Z 149.1K followers, 13.4K engagements
"$BC.MI Q3 [----] "We are particularly pleased with the highly positive momentum our brand is currently enjoying from all perspectives." - Brunello Cucinelli Revenue +9% *Europe +6% *Americas +14% *Asia +7% Outlook "We can fully confirm our forecasted growth of approximately +10% in [----] with healthy and balanced profit." https://twitter.com/i/web/status/1846950164419797359 https://twitter.com/i/web/status/1846950164419797359"
X Link 2024-10-17T16:23Z 149.1K followers, 20.7K engagements
"We've teamed up with @Speedwell_LLC to bring you an extensive $EVO deep dive the quiet giant of the gambling world. Over the last decade Evolution has grown its revenue and EBIT by 57x and 122x respectively expanding its margin from 30% in [----] to well over 60% in [----] a masterclass in growth execution and innovation. Don't miss this week's cover story dropping tomorrow to uncover what makes Evolutions journey one for the books https://quartr.com/edge https://quartr.com/edge"
X Link 2024-11-21T16:34Z 149K followers, 34.9K engagements
"$LVMH Q1 [----] Organic revenue growth by business group (y/y):"
X Link 2025-04-14T15:54Z 149K followers, 209.4K engagements
"Our full deep dive on $MSCI: https://quartr.com/insights/edge/msci-indexing-the-world https://quartr.com/insights/edge/msci-indexing-the-world"
X Link 2025-06-18T16:04Z 149.1K followers, 13.3K engagements
"$RMS Q2 [----] "The solid first-half results across all regions reflect the strength of the Herms model" Axel Dumas CEO Revenue growth by business line:"
X Link 2025-07-30T06:12Z 149K followers, 95K engagements
"$RACE Q2 [----] Shipments 0% *EMEA -1% *Americas +1% *Greater China -1% *APAC +2% Revenue +4% EBIT +8% *marg 30.9% (29.9) EPS +4%"
X Link 2025-07-31T11:31Z 149K followers, 27.2K engagements
"5. $DSY.PA was spun out from Dassault Aviation in [----] and has a wide product portfolio of software for 3D product design simulation and manufacturing. The Dassault family is still the largest owner. The performance over the last two decades has been very impressive:"
X Link 2022-11-03T14:30Z 149.1K followers, [--] engagements
"6. $BIM.PA (est. 1963) was founded by Alain Mrieux in the early 1960s and the Mrieux still control over 50% of the shares. Since its founding bioMrieux has acquired several companies and is now a major player in the global Diagnostics solutions space"
X Link 2022-11-03T14:30Z 149.1K followers, [--] engagements
"7. $DHR - Danaher Business System's [--] core value drivers oh which ROIC is one:"
X Link 2022-12-30T19:20Z 149.1K followers, 17.1K engagements
"The cinema is a surprisingly stable business even during recessions despite the fact that home entertainment is getting better basically every year. $AMC $CINE.L"
X Link 2022-08-16T08:28Z 149.1K followers, [--] engagements
"The Aperol Spritz Enabler Are you familiar with $CPR.MI Campari Group with its 160-year history is one of the largest high-end/premium spirits groups in the world. The original Campari aperitif was invented back in [----] and until [----] it was the only brand in the portfolio. Since then the company has acquired a number of high-profile brands around the world such as Aperol SKYY and Grand Marnier. Since the [----] acquisition Aperols sales have grown from 50M into a 600M+ business including its ready-to-drink products. And last quarter (Q1 2023) Aperol showed continued momentum growing 44% y/y 🍹"
X Link 2023-06-19T13:51Z 149.1K followers, 152.4K engagements
"10. "You'll never be able to find a Vuitton product available in the sales":"
X Link 2024-01-26T11:37Z 149.1K followers, [----] engagements
"$CPR.MI H1 [----] "We recorded a solid performance in the first half of the year with acceleration in the second quarter yet again outperforming the industry." - Matteo Fantacchiotti CEO Revenue +4.5% *Americas +8.8% *EMEA +3.2% *APAC -12% Gross Profit +2.9% *margin 58.9% (59.8%) Adj. EBIT +0.1% *margin 23.6% (24.7%) Aperol +4.7% Campari +9.3% Stock -7% https://twitter.com/i/web/status/1818233120165904820 https://twitter.com/i/web/status/1818233120165904820"
X Link 2024-07-30T10:32Z 149.1K followers, 11.3K engagements
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