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@dede_eyesan Avatar @dede_eyesan Dede Eyesan

Dede Eyesan posts on X about brazil, strong, carry, $agm the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence finance countries stocks travel destinations

Social topic influence brazil, strong, carry, $agm #1, deep dive, history, business, thailand, stocks #4327, globant

Top accounts mentioned or mentioned by @mikefritzell @joinyellowbrick @danieltrindade7 @smartkarma @tintincapital @oldf500cfo @spacanpanman @strikemarket @niarchosmarcus @tankerrrh @pbcinc @jimmysyeyo @bonhoefferkds @aktieblogg @gernerwerner87 @stocksnweights @benyiran @globogymcapital @starlink @cervezagallo

Top assets mentioned Federal Agricultural Mortgage Corporation (AGM) GLOBANT S.A. (GLOB) TJX Companies, Inc. (TJX) Ross Stores, Inc. (ROST)

Top Social Posts

Top posts by engagements in the last XX hours

"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 2025-07-04T06:18Z 7323 followers, 9239 engagements

"IT Services Global: US: Perficient Globant Middle East: Arabian Internet Edarat CEE: SPAN Spyrosoft Europe: Reply Gofore Singular People Generic Sweden Bouvet Japan: System Support JFE Systems India: Ksolves Coforge XX IT services worth looking. Will update this"
X Link 2023-05-20T21:26Z 7317 followers, 33.3K 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 2024-04-02T16:18Z 7316 followers, 6417 engagements

"Grupo Mateus How high can grocery retailers go The simple answer. Market leaders domestic revenue averages around 2-3% as a % of GDP in most economies. Grupo Mateus isn't even yet X% of the GDP of north & northeast Brazil. Multi-format retailers like Shoprite can often grow deeper and Grupo Mateus fits here. Next the more complex answer. 1/2"
X Link 2025-11-11T12:23Z 7318 followers, 1455 engagements

"The more complex answer - a population geography and economic study. To estimate the market size for Grupo Mateus in its X states I examined the population density urbanisation rate GDP per capita cities with 100k population and the state of current competition (Lider Assai and Atacado). Today Grupo Mateus has XXX cash and carry stores and from my research it can still more than double to XXX cash and carry stores while it's supermarket (Camino supermarket and hypermarket formats) can grow from XX stores to XXX stores. In Bahia for example Mateus only has XX cash and carry stores and is yet"
X Link 2025-11-11T12:32Z 7318 followers, XXX engagements

"I tweeted about Giant Biogenes IPO a while ago shares have since rallied by XXX% and I forgot to ever finish reading their prospectus If youre into skincare Ill pay attention to them if shares fall. High innovation (check Kefumei reviews) and founders are top-class"
X Link 2023-03-18T14:26Z 7322 followers, 1733 engagements

"Global staples retailers - Grupo Mateus $GMAT3 Any Brazilian equities investors know why Grupo Mateus has gone from 21x to 9x earnings while revenue and profits have doubled in X years"
X Link 2025-03-25T17:03Z 7318 followers, 2239 engagements

"Freddie Fannie Farmer & Sallie - The X Mac and Mae's siblings GSE's Mid last year I fell into the GSE rabbit hole some notes I made on Farmer Mac $AGM during that process. I concluded it was probably better to own a basket of all four but Sallie of course the most problematic of all X. 1/2"
X Link 2025-05-30T16:07Z 7322 followers, 3961 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 2025-08-07T11:09Z 7322 followers, 3646 engagements

"Metlen Energy & Metals $MTLN $MYTIL.AT A deep dive on a Greek Industrial champion and soon to be a FTSE XXX company"
X Link 2025-09-03T16:18Z 7322 followers, 7508 engagements

"- Grupo Mateus Currently working on a deep dive into Grupo Mateus and its founder story Ilson Mateus. It's one of the most impressive entrepreneurship stories I've come across in public markets. - Born in one of the poorest states of Brazil. - Lost his dad at age X. - Only finished elementary school dropped out to contribute some income for his family. - Worked in many odd jobs - bootblacking gold digging sweet vendor etc. - Tried his hand in food distribution failed twice and went bankrupt. - Finally found some success in a XX square metre grocery store which later became Grupo Mateus in"
X Link 2025-11-03T15:14Z 7318 followers, 2804 engagements

"Grupo Mateus #GMAT3 My deep dive into Grupo Mateus is now available. I cover its history the broader Brazilian grocery market their business model store economics growth prospects potential risks and a detailed valuation"
X Link 2025-11-12T17:29Z 7319 followers, 3358 engagements

"#GMAT3 Image from Grupo Mateus latest cash & carry opening in Bahia. 1st store in the Bahia capital Salvador - taking on Assa and Atacado (and regional player Atakado) in the most competitive market in NE Brazil. Certainly been a very challenging month (write up later today) but long term opportunity still looks good"
X Link 2025-12-03T09:06Z 7319 followers, 1519 engagements

"Moat wise Ross Stores and TJX are one of a kind in retail"
X Link 2025-12-04T08:22Z 7321 followers, 6472 engagements

"Farmer Mac - $AGM $AGM Tomorrow I'll publish my 15000-word (55-page) deep dive into Farmer Mac a U.S. GSE dedicated to lowering the borrowing cost of loans in the farming and rural utilities industries. I discuss its history past missteps near failure during the financial crisis its balance sheet the growing rural utilities portfolio key risks such as delinquencies asset-liability mismatch and a detailed valuation approach. You can receive the deep dive straight to your inbox by signing up on Global Outperformers newsletter by Jenga Investment Partners"
X Link 2025-12-08T15:51Z 7322 followers, 1152 engagements

"Reflections on global equities. This year I've deep dived X companies (1 left though) and here's how I'd rank them by business quality. Some thoughts An average of 14x P/E at purchase with an average XX% projected 5-year net profits CAGR (I clearly have a strong bias towards mature mid-growth companies). The highest P/Es were TSMC and Alphabet at 20x lowest were Farmer Mac and Grupo Mateus at 9x/10x earnings. ICTSI (by far) was my favourite company to deep dive. Enrique Razon Jr is an exceptional CEO. The worst/hardest was certainly Farmer Mac (a spiderweb of a balance sheet). Latour was the"
X Link 2025-12-09T11:40Z 7321 followers, 1430 engagements

"I also think Ilson Mateus of Grupo Mateus is exceptional but it will possibly take some time for the market to ever realise this"
X Link 2025-12-09T11:44Z 7323 followers, XXX engagements

"@oldF500cfo Agreed This was a topic I touched on - their overall risk management approach"
X Link 2025-12-10T00:47Z 7324 followers, XX engagements

"Equities. I had a call with @mateusm_gusmao earlier today. He's XX just started university and I was blown away by his level of research. We had mutual interest in Grupo Mateus #GMAT3 and he's done a lot of research here. Do give him a follow if you're interested in Brazilian equities"
X Link 2025-12-10T20:39Z 7324 followers, 1013 engagements