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Dede Eyesan posts on X about $mtln, $mytilat, deep dive, debt the most. They currently have XXXXX followers and XX posts still getting attention that total XX engagements in the last XX hours.
Social category influence finance XXXX% stocks XXXX% countries XXXX% cryptocurrencies XXXX%
Social topic influence $mtln 1.05%, $mytilat 1.05%, deep dive #596, debt 1.05%, dividend yield 1.05%, brands 1.05%, thailand 1.05%, stocks 1.05%, costco 1.05%, $psmt XXXX%
Top accounts mentioned or mentioned by @joinyellowbrick @mikefritzell @nikkevmarshall @cagrrrr @arkalos77 @globaltickers @valuebymarkus @johnhempton @maiuspartners @smartkarma @willthrower3 @dicksonpau @luisvsanchez777 @returnsjourney @john_hempton @saicharanaitha @simeonresearch_ @strader_14 @david_katunaric @sinensisnotes
Top assets mentioned Costco Wholesale Corporation (COST) Pricesmart Inc (PSMT) Costco Hot Dog (COST) Mastercard, Inc. (MA) Corpay, Inc. (CPAY)
Top posts by engagements in the last XX hours
"Metlen Energy & Metals $MTLN $MYTIL.AT A deep dive on a Greek Industrial champion and soon to be a FTSE XXX company"
X Link @dede_eyesan 2025-09-03T16:18Z 7170 followers, 7173 engagements
"Chinese cosmetics: Giant Biogene Good year for China's leader in recombinant collagen with revenue up XX% and net profit up XX% (41% PAT margin). Strong sales on Tmall. Kefumei etc continue to perform well. XX% of assets are in cash X goodwill X% debt and now a divi payer"
X Link @dede_eyesan 2024-04-02T16:18Z 7170 followers, 6391 engagements
"Bosideng FY 2025 Results ✅ - Revenue up XXXX% and EBIT up XX% with EBIT margins of XXXX% (15-year high). Valuations ✅ - 13.8x trailing P/E (12x forward) and a X% dividend yield. Store growth - First time in years we've seen store growth up XXX% to 3470 stores across brands. OEM business recovered well but ladieswear division continues to struggle with revenue down -20%. Balance sheet remains solid net cash position is XX% of its market cap (0.3 total debt/EBITDA). 8th consecutive year of double-digit earnings growth the only listed major Chinese apparel company to achieve this"
X Link @dede_eyesan 2025-06-30T15:02Z 7170 followers, 3323 engagements
"Airports of Thailand and Deckers Outdoor were the worst performing large cap stocks globally in H1. Both down -XXXX% YTD. Personally I like AOTs moat and feel theres been a bit of an overreaction here. Still prefer the Mexican airports but its one to watch very closely"
X Link @dede_eyesan 2025-07-04T06:18Z 7170 followers, 5922 engagements
"Costco and PriceSmart With dividends included Costco $COST has returned XXXX% annually over the last XX years. But a less known fact is PriceSmart $PSMT also founded by Sol and Robert Price is almost on par with Costco over the same XX years a XXXX% annual return Today one is at 50x P/E the other at 25x. Same membership model. Same store formats. Same margins. Same growth profile. But different regions and scale"
X Link @dede_eyesan 2025-10-08T14:07Z 7169 followers, 2807 engagements
"- August deep dive Looking forward to sharing my next company deep dive on Global Outperformers. Hint: It's Greek but recently gained British nationality. Any guesses"
X Link @dede_eyesan 2025-08-07T11:09Z 7170 followers, 3618 engagements
"Reminder that Allan Gray ran the top performing global Fund of the 1990s and early 2000s"
X Link @dede_eyesan 2025-10-06T23:20Z 7169 followers, XXX engagements
"Good insights into why Mastercard $MA invested X% into Corpay $CPAY by Payments dive"
X Link @dede_eyesan 2025-05-20T11:12Z 7171 followers, 1253 engagements