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Olivier (Emerging Value) posts on X about $mcpa, $lvmh, currency, $csuto the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence finance XXXX% stocks XXXX% technology brands XXXX% countries XXXX% cryptocurrencies XXXX% currencies XXXX%
Social topic influence $mcpa #8, $lvmh #15, currency 0.54%, $csuto 0.54%, stocks 0.54%, over the 0.54%, investment 0.54%, $pypl #1059, ev 0.27%, $mc XXXX%
Top accounts mentioned or mentioned by @steigerwaldvalu @evfcfaddict @kairospraxis @exclamotite69 @no_cap_cap @invesquotes @wolfofharcourt @pandawatch88 @globalstockpick @dabao_ @aseoane123 @the_pro_invest @habib_a_qureshi @victor_t_v @phil_hk @valuepraya @always_invest @hasdrubaalbarca @clarksquarecap @valuehurts
Top assets mentioned PayPal Holdings Inc (PYPL) Merit Circle (MC) Costco Wholesale Corporation (COST) Costco Hot Dog (COST) NVIDIA Corp. (NVDA) DLocal Limited Class A Common Shares (DLO) DoorDash, Inc. (DASH) Uber Technologies, Inc. (UBER)
Top posts by engagements in the last XX hours
"@EquityBrian most of the obsession with PayPal started when Adyen was at XX EV / EBITDA. now still 1/3rd the valuation"
X Link @ReturnsJourney 2025-09-30T06:53Z 10.3K followers, XXX engagements
"how many twits on French and quality fintwit about the $MC.PA $LVMH opportunity in these X years just extrapolating past stock chart. the past =/= the future"
X Link @ReturnsJourney 2025-05-05T15:16Z 10.3K followers, 7939 engagements
"@aseoane123 @MikeFritzell Its only valid if the company is indebted. And even that the fcf comes after cost of debt. If the company pays a XX% dividend its XX% no matter if its delivered in rupias or dollars. Anything else is currency speculation"
X Link @ReturnsJourney 2025-10-13T17:39Z 10.3K followers, XXX engagements
"$CSU.TO is the last piece of the quality bubble to fall. Next one Costco $COST"
X Link @ReturnsJourney 2025-09-25T16:26Z 10.3K followers, 6399 engagements
"$LVMH $MC.PA time to buy Quick review tomorrow. 👜🛍"
X Link @ReturnsJourney 2025-07-09T14:39Z 10.3K followers, 1825 engagements
"In my $LVMH $MC.PA article I make the case for waiting for a better entry point after H1 results or to even wait for sales to turn around. I am also surprised by the resilience of the business in this environment and found something interesting in the geographic sales data. --"
X Link @ReturnsJourney 2025-07-10T08:34Z 10.3K followers, 4614 engagements
"LVMH ( $mc.pa) is a quality compounder. It is up XX% in a few days after a X years decline. Building a trend line from 2000 to 2019 (Pre covid) shows that the sales and profits are still over the trend line. Likely more downside to profits until we catch up"
X Link @ReturnsJourney 2025-07-05T08:53Z 10.3K followers, 2432 engagements
"$CSU.TO not worried about AI one bit. Worried about law of large numbers. How many targets left How fast they can grow No position"
X Link @ReturnsJourney 2025-09-26T20:33Z 10.3K followers, 4969 engagements
"@3Plantey2 @kaladindz I worked with wirecard"
X Link @ReturnsJourney 2025-10-04T14:05Z 10.3K followers, XXX engagements
"Buying quality stocks or hidden champions when they are on sale beats the pure quality popular investing over the long term. Forget perfect charts. Buy broken charts. $ERF.PA $MC.PA"
X Link @ReturnsJourney 2025-06-30T12:31Z 10.3K followers, 8017 engagements
"@Mufasa_Capital I would recommend And Dlocal annual guides"
X Link @ReturnsJourney 2025-10-15T11:12Z 10.3K followers, XXX engagements
"Vinci Compass Partners. Brookfield corp in Latin America or not Brookfield Corp is one great compounders in the past decades at XX% annual return over XX years. It is an asset manager.Asset management is a high quality business because you collect fees on the assets (1/20)"
X Link @ReturnsJourney 2025-09-22T22:13Z 10.3K followers, 13K engagements
"Vinci Compass Announces Acquisition of XXXX% Stake in Verde Asset Management* $VINP On October X 2025 Vinci Compass Investments announced an agreement to acquire a XXXX% stake in Verde Asset Management a leading Brazilian multi-strategy asset manager. This acquisition aims to enhance Vinci Compass' Global Investment Products and Solutions and strengthen its position as a leader in global and local asset allocation in the region. The transaction is expected to close in the fourth quarter of 2025"
X Link @ReturnsJourney 2025-10-13T14:21Z 10.3K followers, 1676 engagements
"I have been vibe coding for about X weeks. Basically if you want to make a hello world product its ok but otherwise you need some pretty solid bases. I had nightmares with loops integers threads and my project is pretty simple. Nobody is going to vibe code software"
X Link @ReturnsJourney 2025-10-10T09:01Z 10.3K followers, 3488 engagements
"A mistake in Swatch group and thoughts on Luxury $UHR $MC.PA $LVMHY"
X Link @ReturnsJourney 2024-07-18T07:33Z 10.3K followers, 2461 engagements
"Did you know that I launched a second newsletter focused on Payments with my friend Bright. We are two payment professionals with experience in various companies notably in $PYPL in risk strategy fraud and marketing. I wanted to cover Payments more to use my knowledge and experience and get more knowledgeable myself without "polluting" my Emerging value newsletter. It's more a fun project where we talk stocks but in a direct approach more with a long term strategy perspective. I find that brainstorming like this makes me sharper in my business field for my daily payment work. We have covered"
X Link @ReturnsJourney 2025-10-15T09:08Z 10.3K followers, 3918 engagements
"Chilean Peso decoupled from Copper. Copper keeps going higher. Currency should follow. Covid momentum trading changed the fundamentals. USD bubble popping. Long Chile $CLP"
X Link @ReturnsJourney 2025-06-29T10:22Z 10.3K followers, 8815 engagements
"Little crowdsource contest: Do you know a over XX% revenue from emerging market company that trades in Europe or North America or Australia/Japan and is; -Not an ADR/GDR -That is not in mining or energy -Profitable -A company like Delivery Hero for example trades in Germany but most of the revenue is in EMs. A company like Patria investment trades in the US and is a mostly EM/Latam asset manager. I will give X month full access to my newsletter if you find me one I don't know or cover. My goal is to increase coverage. Post below: Thanks"
X Link @ReturnsJourney 2025-08-27T17:04Z 10.3K followers, 28.6K engagements
"10 Hidden champions with fast EBITDA growth in the past X years and Under XX times earnings Many were sourced from here 1InPost S.A. (E-commerce Logistics ): EBITDA Growth (CAGR FY) XXXXXX% P/E 17.8x 2XPEL Inc. (Consumer Discretionary ): EBITDA Growth (CAGR FY) XXXXX% P/E 21.1x - close to XX - legendary compounder 3Auction Technology Group plc (Consumer Discretionary ): EBITDA Growth (CAGR FY) XXXXX% P/E 15.9x 4Mader Group Limited (Industrial Maintenance ): EBITDA Growth (CAGR FY) XXXXX% P/E 19.5x 5Sdiptech AB (Industrials ): EBITDA Growth (CAGR FY) XXXXX% P/E 18.0x 6The Platform Group AG"
X Link @ReturnsJourney 2025-06-08T08:28Z 10.3K followers, 18.7K engagements
"If you are looking for a French quality company at a reasonable price I wrote about Eurofins Scientific"
X Link @ReturnsJourney 2025-08-08T07:36Z 10.3K followers, 4897 engagements
"Me wanting to invest in clothing. Never invest in clothing. Maybe there is a turnaround to catch or maybe a value trap to catch"
X Link @ReturnsJourney 2025-08-02T08:50Z 10.3K followers, 10.5K engagements
"Delivery Hero at nearly 1/10th the IPO price but the revenue grew by around XX times. Sales of XX Billion Euros and growing. Glovo Foodpanda PedidosYa Tabalat. Significant discount to Uber Doordash Grab"
X Link @ReturnsJourney 2025-09-26T18:03Z 10.3K followers, 10.6K engagements
"@weary_centurion Ok not for me. Still long and have been adding $PYPL"
X Link @ReturnsJourney 2025-10-14T12:22Z 10.3K followers, XXX engagements