@investingbyGenZ Avatar @investingbyGenZ GenZ Investor

GenZ Investor posts on X about $odd, $pypl, strong, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence finance 92.86% stocks 61.61% technology brands 18.75% cryptocurrencies 8.93% travel destinations 6.25% luxury brands 4.46% automotive brands 4.46% financial services 2.68% countries 2.68% currencies 1.79%

Social topic influence $odd #19, $pypl 15.18%, strong 12.5%, in the 8.04%, business 8.04%, investment 8.04%, market cap 7.14%, growth 7.14%, $four #31, target 5.36%

Top accounts mentioned or mentioned by @dividenddynasty @oddityoddballs @wearycenturion @ferrariforlife9 @dividendtalks @wealthmatica @krossroads @tivpodcast @dutchinvestors @willbiddy @averagedipbuyer @markledain @mufasa_capital @thestockbro @mufasacapital @jminvestment0 @bjmtweets @cashflowking94 @accountingds @investy

Top assets mentioned ODDITY Tech Ltd (ODD) PayPal Holdings Inc (PYPL) 4 (FOUR) Ferrari N.V. (RACE) Diageo plc (DEO) Evotec SE (EVO) Mastercard, Inc. (MA) American Eagle Outfitters (AEO) Alphabet Inc Class A (GOOGL) UBS Group AG (UBS) Adobe, Inc. (ADBE) Novo-Nordisk (NVO) ServiceNow Inc (NOW) Now Coin (NOW) Match Group Inc (MTCH)

Top Social Posts

Top posts by engagements in the last [--] hours

"Watching $PYPL hit another 52-week low down 3% today. Went to search for it on Yahoo Finance and actually wrote PainPal in the search bar purely accidentally true story but not a fun story"
X Link 2026-01-28T20:32Z [----] followers, [----] engagements

"Ive kept my eye on Oddity Tech ($ODD) for a while now - and its one of those businesses Id love to own long-term. A rare mix of tech + consumer + beauty that actually executes. Lets dive into what makes it interesting 👇 https://twitter.com/i/web/status/1961400765806788859 https://twitter.com/i/web/status/1961400765806788859"
X Link 2025-08-29T12:09Z [----] followers, [----] engagements

"Some might find this odd but I wouldnt mind seeing $PYPL trade below $55 or even closer to $50. Im close to making a final add and unless theres a clear fundamental deterioration a move to those levels would likely be my trigger. At $50 PayPal would be trading at $50bn market cap which implies roughly 7x [----] FCF (or lower depending on buybacks). In my view thats extremely low for a company that is still generating strong cash flows and actively positioning itself in areas like agentic commerce BNPL and checkout infrastructure. At those multiples I dont think the stock can stay there for long"
X Link 2026-01-23T19:43Z [----] followers, [----] engagements

"Since its IPO $FOUR has compounded revenues at an impressive pace scaling from well under $1B to nearly $4B today. Whats notable is that despite this strong top-line growth the valuation has largely stayed within a 1330x P/FCF range. Today $FOUR trades around 17x P/FCF which on the surface looks cheap given the expected growth profile. That said its not dramatically below its historical median multiple (18x) so this isnt an obvious valuation outlier yet. Ive been watching this name closely especially as payments stocks broadly have traded very poorly creating selective opportunities. Im very"
X Link 2026-01-26T09:49Z [----] followers, [----] engagements

"Is $FOUR actually that cheap A lot of people point to low P/E or market-cap multiples and conclude that $FOUR is a clear bargain but that ignores a key part of the picture: debt. Market cap: $5.4bn Net debt: $3.4bn 👉 Enterprise value: $8.8bn When you value the business properly: - EV / FCF (2025E adj.) 18x - EV / EBITDA (2025E adj.) 9x That is relatively attractive given the growth profile $FOUR is targeting. But context matters. Things that justify a lower multiple: - Payments as a sector are out of favor (peer multiple compression) - Risk of a slowing consumer - Acquisition integration"
X Link 2026-01-27T17:01Z [----] followers, [----] engagements

"$MC.PA (LVMH) earnings: solid results but cautious tone for [----] LVMH reported results that beat expectations yet management struck a notably cautious tone on the outlook for the luxury sector in [----]. Key takeaways: - FY revenue: 80.8bn (above estimates) but organic growth -1% YoY - Q4 organic growth: +1% (a modest sequential improvement) - Operating profit: -9% YoY partly due to FX headwinds - EPS: [-----] vs [-----] expected (beat) By segment: - Watches & Jewelry: +3% - Selective Retailing (e.g. Sephora): +4% - Fashion & Leather Goods: -5% - Wines & Spirits: -5% (hit by trade tensions and weak"
X Link 2026-01-28T07:50Z [----] followers, [---] engagements

"$MC.PA down 7% on earnings $MC.PA (LVMH) earnings: solid results but cautious tone for [----] LVMH reported results that beat expectations yet management struck a notably cautious tone on the outlook for the luxury sector in [----]. Key takeaways: - FY revenue: 80.8bn (above estimates) but organic $MC.PA (LVMH) earnings: solid results but cautious tone for [----] LVMH reported results that beat expectations yet management struck a notably cautious tone on the outlook for the luxury sector in [----]. Key takeaways: - FY revenue: 80.8bn (above estimates) but organic"
X Link 2026-01-28T08:29Z [----] followers, [---] engagements

"$ODD is down another 3% today on very low volume just over 200k shares traded versus a 1M average over the last [--] months. Im not worried about this move. If anything I like getting the opportunity to see the stock trade even lower without any obvious volume or fundamental pressure behind it. I havent bought more yet. Im still hoping for better prices and just as importantly I dont want to deploy too much cash too early. For now its a patient wait-and-see but this kind of price action doesnt change my longer-term view. https://twitter.com/i/web/status/2016609775803650142"
X Link 2026-01-28T20:30Z [----] followers, [---] engagements

"$NOW is down over 6% in after-hours trading despite what is on the surface a strong report and upbeat guidance another reminder of how unforgiving the market currently is toward enterprise software. Key takeaways from ServiceNows earnings: - FY26 subscription revenue guide: $15.53$15.57bn (vs $15.21bn est.) - Q1 subscription revenue guide: $3.65$3.66bn (above expectations) - Q4 revenue: $3.57bn (+20.5% YoY beat) - Adj. EPS: $0.92 vs $0.88 est. New $5bn buyback authorization incl. a $2bn accelerated repurchase Management clearly leaned into the AI narrative highlighting deeper integrations"
X Link 2026-01-28T21:35Z [----] followers, [----] engagements

"$ABBN.SW is up 8% today after ABB delivered a very strong Q4 report highlighted by record order intake and improving profitability. Key highlights from ABBs report: - Orders: $10.3bn in Q4 (+32% organic YoY) first time ever above $10bn vs $8.5bn expected - Revenue: $9.05bn (+9% comparable growth) beating estimates - Operational EBITA: $1.59bn slightly above expectations - EBITA margin: 17.6% (up from 16.6%) closing in on the long-term 1822% target - Dividend raised to CHF [----] (from CHF 0.90) Management described Q4 as a strong finish to a record year with broad-based order growth across all"
X Link 2026-01-29T08:49Z [----] followers, [---] engagements

"Very important day for $PYPL today as the payment heavyweights $MA and $V report earnings $MA before the open and $V after the close. These two will effectively set the tone for the entire payments space. Yesterday Powell noted that consumers are doing fine which on the surface seems to contradict $PYPLs recent commentary about more cautious consumer behavior. I dont think these statements are necessarily incompatible: - The Fed can see consumers as financially stable in aggregate - Consumers can still choose to spend a bit less or shift behavior at the margin which is what PayPal highlighted"
X Link 2026-01-29T08:55Z [----] followers, [----] engagements

"$MA earnings out stock up 1.5% Mastercard posted a solid Q4 beat driven by resilient consumer spending and strong international travel trends. - EPS: $4.52 vs $4.25 expected - Revenue: $8.81bn +17.6% YoY (slightly above estimates) - Gross dollar volume: +7% YoY What continues to stand out is cross-border spending which remains a higher-yield growth driver relative to domestic volumes. International travel held up well through the quarter supporting transaction growth and margins. Value-added services also keep compounding nicely with +23% growth for the full year reinforcing the quality of"
X Link 2026-01-29T15:47Z [----] followers, [---] engagements

"@TheStockBro @DividendTalks What about valuation"
X Link 2025-09-06T09:40Z [----] followers, [--] engagements

"$EDEN.PA is now offering a 7% forward dividend yield and its definitely caught my attention. Im not someone who usually chases dividends but when a growing company trades at a yield close to 8% (roughly the long-term market return) it naturally gets interesting. At that level the downside risk starts to look limited. From a quick look I can see that policy plays a big role in this business which isnt exactly my favorite setup. That said the company delivers strong margins has modest debt a safe dividend coverage and an impressive track record of raising dividends around 10% annually. Ill be"
X Link 2025-11-12T08:46Z [----] followers, [----] engagements

"$LVMH is a core holding in my portfolio. $MC.PA I have a strong belief in the luxury segment and within that space LVMH stands in a clearly dominant position. The group has built an unmatched brand portfolio spanning ultra-high-end to more accessible luxury across fashion & leather goods watches & jewelry perfumes & cosmetics wines & spirits selective retailing and with continued expansion into areas like hospitality and experiences. What makes LVMH particularly compelling is not just scale but portfolio depth and diversification within luxury. Few companies can compound brand equity across"
X Link 2025-12-15T10:02Z [----] followers, [----] engagements

"@DividendTalks $DEO is starting to look interesting"
X Link 2026-01-04T22:30Z [----] followers, [----] engagements

"Been holding $MTCH as a contrarian for a while and the story has quietly evolved a lot over the past [--] years. Whats happened (high level): - CEO turnover: Match brought in Bernard Kim (2022) to stabilize and refocus execution. Then Spencer Rascoff (2025) took over as CEO with a more explicit turnaround + efficiency mandate. - Cost + org reset: [----] included a meaningful reorg and headcount reduction (management clearly acknowledging the category slowdown and the need to run leaner). - Hinge leadership shift (new wrinkle): Hinge founder/CEO Justin McLeod stepped down recently to start a new"
X Link 2026-01-07T11:00Z [----] followers, [---] engagements

"This is an interesting list and I've actually been digging into $OMC (Omnicom). Omnicom is one of the largest global marketing and advertising groups owning agencies across creative media buying PR branding and data/CRM. Its a mature business but one with strong cash flows and long-standing client relationships. What caught my attention recently is the acquisition of $IPG (Interpublic Group). The deal significantly increases scale consolidates market share and should create meaningful cost synergies across media buying data platforms and back-office functions. It also strengthens Omnicoms"
X Link 2026-01-08T15:00Z [----] followers, [---] engagements

"Im a huge fan of Tomra ( $TOM.OL ) especially their bottle return machines. From a sustainability perspective this is one of my favorite business models out there. Tomra has built a near-monopoly in reverse-vending systems with machines that are deeply embedded in grocery stores across the Nordics and many other regions. Its one of those cases where regulation consumer behavior and economics all align. That said the stock has almost always traded at a stretched valuation which has kept me from owning it more aggressively. Youre paying up for quality predictability and long-term sustainability"
X Link 2026-01-11T10:00Z [----] followers, [---] engagements

"Spent some more time reading up on the quality of Il Makiage trying to better understand how good the product actually is and somehow ended up in a Vogue article from [----] breaking down what Sydney Sweeney uses. And yes she used Il Makiage foundation. Given that $AEO basically rocketed after a Sydney Sweeney ad this is obviously the most bullish datapoint Ive seen all year. Jokes aside its a fun reminder that sometimes brand strength shows up in places far away from earnings calls and investor decks. Il Makiage clearly had real cultural relevance even before most investors paid attention."
X Link 2026-01-19T09:08Z [----] followers, [----] engagements

"@wealthmatica I looked at this company a while back breifly but stopped when the price jumped a lot. However what I can't recall is whether they have discussed who their customers are which FinTech companies actually use Pagaya"
X Link 2026-01-20T11:04Z [----] followers, [---] engagements

"So Sydney Sweeney used $ODD in [----] why isn't the stock flying 🚀 Spent some more time reading up on the quality of Il Makiage trying to better understand how good the product actually is and somehow ended up in a Vogue article from [----] breaking down what Sydney Sweeney uses. And yes she used Il Makiage foundation. Given that $AEO https://t.co/Vp9RECGLIS Spent some more time reading up on the quality of Il Makiage trying to better understand how good the product actually is and somehow ended up in a Vogue article from [----] breaking down what Sydney Sweeney uses. And yes she used Il Makiage"
X Link 2026-01-20T11:49Z [----] followers, [----] engagements

"@OddityOddballs Time to return the favor and make an ad with $ODD"
X Link 2026-01-20T12:11Z [----] followers, [--] engagements

"Buybacks dont create value and that matters for $PYPL A recurring discussion around $PYPL lately has been centered on buybacks. I want to ground this in first principles drawing directly from Valuation: Measuring and Managing the Value of Companies by Koller Goedhart and Wessels. The core idea from the book is very clear: Share buybacks do not create value on their own. They often appear to create value because they increase EPS by reducing the share count but this is largely an accounting effect not an economic one. Why buybacks dont create value As Koller et al. explain under the"
X Link 2026-01-21T11:24Z [----] followers, [----] engagements

"Rough day for $UBI.PA (Ubisoft) on the Paris stock exchange. The stock is down 33% after the company warned it is heading toward a 1bn loss in its broken fiscal year. A large part of this comes from a 650m impairment following the cancellation of six game projects and delays to several others. Management is now pulling the emergency brake: - Six game releases cancelled seven delayed - Two studios closed including Stockholm and Halifax - Reorganizations in Malm Abu Dhabi and Helsinki - Cost-saving program targeting 500m in savings by [----] Even flagship IPs arent immune the Prince of Persia:"
X Link 2026-01-22T10:06Z [----] followers, [----] engagements

"Unpopular opinion: I dont think its necessarily a super bullish sign when companies constantly emphasize that they have beaten and raised guidance every single quarter. Ive noticed this particularly with companies like $ODD and $ZETA (with $ZETA being much more vocal about it both from management and parts of the investor base). Heres why Im skeptical: [--]. It can encourage short-termism Repeated beat and raise messaging can subtly pressure management to do whatever it takes to keep the streak alive next quarter pulling demand forward cutting long-term investment or managing accruals"
X Link 2026-01-22T14:40Z [----] followers, [----] engagements

"When I run screens for high ROIC + low multiples I often end up with consumer names like $DECK and $LULU. On paper these stocks can look very compelling and Ive been close to buying them more than once. However after spending more time actually looking at the products and competitive landscape across the broader athletic and lifestyle space including $NKE $ADDYY and a growing set of private brands like Alo Ive decided to stay away. My reasoning is fairly simple: - These companies can have excellent economics for long periods but the sustainability of demand is questionable - The space is"
X Link 2026-01-26T09:42Z [----] followers, [----] engagements

"Something to keep an eye on for $ODD. I ran another Google Trends check to see how Odditys brands are developing and one data point stood out in a slightly concerning way: search interest for Il Makiage appears to be fading. Looking at December and January interest levels are below the same period last year. Thats not a great signal on its own especially since Il Makiage is by far the largest and most important brand for $ODD in terms of revenue and cash flow contribution. A few important caveats: - January data is still partial so this could improve as the month completes. - Google Trends is"
X Link 2026-01-26T11:09Z [----] followers, [----] engagements

"@Mufasa_Capital @OddityOddballs Thats 100% true and as said its only directional. Still would be good to see growth"
X Link 2026-01-29T11:00Z [----] followers, [--] engagements

"I think Infineon ( $IFX.DE ) is starting to look overvalued. Infineon is a high-quality semiconductor company but its important to be clear about what it actually is. This is not an AI infrastructure winner like the hyperscaler supply chain. Infineon is primarily exposed to power semiconductors automotive industrial electronics and energy efficiency think EV inverters power management sensors and industrial control systems. I used to own the stock but I exited because I no longer liked the risk/reward. Not all chip companies will be major beneficiaries of the AI wave. While Infineon may see"
X Link 2026-01-08T09:17Z [----] followers, [---] engagements

"@Kross_Roads Mcap of around 45bn when factoring q4 buybacks with 6-7bn in fcf doesnt add up"
X Link 2026-01-31T07:08Z [----] followers, [---] engagements

"$PYPL 's stablecoin $PYUSD continues it's strong momentum adding another $100m in a day - now up to $3.4bn $PYPLs stablecoin $PYUSD just added $200M in market cap in a single day now thats some serious momentum. Not sure what exactly is driving the surge but Im definitely liking the growth pace and how quickly adoption seems to be picking up. 🚀 https://t.co/3Vq4mKG1gK $PYPLs stablecoin $PYUSD just added $200M in market cap in a single day now thats some serious momentum. Not sure what exactly is driving the surge but Im definitely liking the growth pace and how quickly adoption seems to be"
X Link 2025-11-14T14:21Z [----] followers, [----] engagements

"UBS ( $UBS $UBSG.SW ) considering a move to the US Big headline and a big potential headwind. So the FT reports that UBS chair has privately discussed relocating the banks headquarters to the US in response to Switzerlands proposed capital rules which would force UBS to hold an extra $26B of capital. Switzerland wants to avoid another Credit Suisse scenario. UBS says the rules go far beyond global peers and would hurt competitiveness. The US (under the current administration) seems open to welcoming the bank. Different worlds very different regulatory directions. Whats interesting: the stock"
X Link 2025-11-17T13:02Z [----] followers, [---] engagements

"$ODD Q3 [----] Earnings Expectations What Wall Street Expects Oddity Tech reports earnings tomorrow and heres what analysts are expecting for Q3 [----] along with year-over-year growth vs. Q3 [----]. 🔹 Headline Estimates (Q3 2025E vs. Q3 2024A) Revenue: $145.47M E vs. $119.00M A +22.2% YoY EBITDA: $37.29M E vs. $24.84M A +50.2% YoY Net Income (GAAP): $22.05M E vs. $17.72M A +24.4% YoY Gross Margin: 68.04% E vs. 69.90% A [----] pp YoY (Slight compression expected from MethodIQ + product mix) Added more $ODD today. With earnings coming up on Wednesday pre-market Im positioning for what I think could"
X Link 2025-11-18T09:45Z [----] followers, [----] engagements

"$OSCR up 22%+ pre-market as reports suggest the White House is set to propose a two-year extension of ACA subsidies with new eligibility limits. For Oscar Health any continuation of enhanced subsidies is a meaningful tailwind: ✅ Supports enrollment ✅ Stabilizes premiums ✅ Reduces churn ✅ Improves visibility for 2026+ pricing Key reported details: Income cap around 700% of FPL Minimum premium payments for all enrollees Funding for cost-sharing reductions Option to receive part of the tax credit in tax-advantaged accounts if switching to lower-premium plans This removes part of the"
X Link 2025-11-24T13:20Z [----] followers, [---] engagements

"Ive been digging deeper into $FOUR (Shift4 Payments) and so far I like what Im seeing. Im starting to understand where the value in the platform comes from but there are still a few key open questions for me: - What is the true moat and how durable is it over time - The debt level remains high not ideal for a company that has grown aggressively through M&A as it can limit future strategic flexibility. How management plans to address this matters a lot. - I also need to spend more time assessing the Global Blue integration and whether that acquisition is genuinely accretive in practice."
X Link 2025-12-16T12:25Z [----] followers, [----] engagements

"@JM_Investment0 I'm getting very interested in the stock"
X Link 2025-12-17T19:34Z [----] followers, [---] engagements

"@bjmtweets Glossier rating is D- Il Makiage A+"
X Link 2025-12-24T07:26Z [----] followers, [--] engagements

"$DGE.L $DEO - Alcohol consumption in Britain just hit a record low and its another reminder of the structural headwinds facing spirits. New data shows the average UK adult now consumes [----] alcoholic drinks per week the lowest level since records began in [----] and well down from [--] drinks two decades ago. Health awareness cost pressures and an ageing population are all playing a role. This helps explain why $DEO (Diageo) has continued to struggle. Volumes are under pressure and while premiumisation (fewer drinks higher-priced cocktails/brands) helps offset some of the decline it doesnt fully"
X Link 2025-12-30T09:25Z [----] followers, [---] engagements

"@cashflow_king94 Whats your view on $DGE.L the dividend yield is getting quite high"
X Link 2026-01-04T11:58Z [----] followers, [---] engagements

"Pretty remarkable stat from Sweden: Investor AB ( $INVE-B.ST ) has now beaten the index for [--] consecutive years (20112025). Thats a new Swedish endurance record. Important context: This is against the Swedish index (SIXRX) not the S&P [---]. Still sustaining [--] straight years of outperformance is extremely rare anywhere. A few things that stand out: - 14% annual growth in NAV (incl. dividends) since [----] - Disciplined long-term ownership not trading - Exposure to structural themes: electrification digitalisation healthcare defense - Consistently trading at a discount to NAV - Strong governance"
X Link 2026-01-05T10:36Z [----] followers, [---] engagements

"Inspired once again by @TIV_Podcast I went back to looking at $EXOR.AS (Exor NV) a name Ive reviewed before but probably didnt appreciate fully at the time. For those unfamiliar Exor is the Agnelli familys holding company and one of Europes highest-quality investment vehicles. Its core holdings include: - $RACE (Ferrari) the crown jewel and main value driver - $STLA (Stellantis) global auto exposure with strong cash generation - $CNHI (CNH Industrial) agriculture & construction equipment - $IVG.MI (Iveco Group) commercial vehicles - $PHIA.AS (Philips) healthcare technology - Plus a growing"
X Link 2026-01-06T09:00Z [----] followers, [---] engagements

"This is what $EXOR.AS s NAV looked like at the end of June [----] and its worth keeping in mind that a lot has changed since then for the listed holdings. Well get a clearer updated picture when the annual report is published. One striking data point: - Exor owns 19.5% of Ferrari ($RACE) - That stake alone is now worth $11bn - Exors entire market cap is only around $23bn In other words Ferrari alone accounts for almost half of Exors market cap before assigning any value to the rest of the portfolio (Stellantis CNH Philips Juventus net cash and private investments). This really highlights how"
X Link 2026-01-06T11:45Z [----] followers, [---] engagements

"$UBS $UBSG.SW has continued up since my last post although it's down 1% today. Still thinking of when to sell this as the position is not one I'll be keeping long-term. $UBS has been on a strong run supported by two key tailwinds. First Swiss lawmakers are signaling a willingness to negotiate on the tougher capital requirements introduced after the Credit Suisse takeover. Thats easing fears that UBS would be forced into an overly restrictive $UBS has been on a strong run supported by two key tailwinds. First Swiss lawmakers are signaling a willingness to negotiate on the tougher capital"
X Link 2026-01-06T12:12Z [----] followers, [---] engagements

"@accounting_ds Whats your favorites in the space"
X Link 2026-01-06T16:38Z [----] followers, [--] engagements

"What I find interesting about $FOUR is not some extreme valuation dislocation but the combination of strong growth and a much more reasonable valuation. Since going public revenue has increased from roughly $560m to nearly $4bn which implies an impressive 47% CAGR. That kind of growth over multiple years speaks to a business that has clearly scaled well. At the same time the EV/Sales multiple has come down materially. Today it sits around 2.3x well below where the stock traded for most of its public life. Its not the lowest multiple ever but it reflects far more conservative expectations than"
X Link 2026-01-07T16:49Z [----] followers, [----] engagements

"$EVO down 2% in Stockholm today following a cautious note from Pareto. Pareto expects another quarter of negative growth and cut its price target from SEK [---] [---] ahead of the Q4 report on Feb [--]. Key points from the note: - Q4 growth expected at -3% YoY driven by Live -4% partly offset by RNG +4% - Asia remains weak with player activity not recovering after cyber-related issues earlier in the year - Europe stabilising but ringfencing still a YoY drag until comps roll off - North America growing but still below market growth - EBITDA margin expected 66.5% in line with guidance Pareto does see"
X Link 2026-01-08T10:05Z [----] followers, [---] engagements

"I spent some time digging into $ODDs newest brand MethodIQ and early signs look encouraging. The brand is clearly still in ramp-up mode but reviews are already starting to accumulate with most products sitting at 4★+ ratings. Volumes are still in the hundreds rather than thousands which is exactly what youd expect at this stage of a launch. What I also find interesting is that search interest appears to be picking up (at least directionally) which could point to growing awareness going into Q1. Not a hard data point but a useful signal when combined with early customer feedback. ODD has"
X Link 2026-01-08T11:00Z [----] followers, [---] engagements

"@Investy_ During this time we should also get brand [--] in play"
X Link 2026-01-13T11:26Z [----] followers, [--] engagements

"$EVO down 2% today after UBS reiterated its Sell rating with a [---] SEK price target. The stock really cant seem to catch a break. That said at current levels valuation already reflects a very cautious outlook. In my view even a modest re-acceleration in growth should be enough to trigger a meaningful re-rating from here. If that doesnt materialize then yes the stock may remain range-bound at these lower levels. But importantly I also struggle to see material downside from here without a clear operational deterioration. Margins remain strong the moat is intact and expectations are already low."
X Link 2026-01-14T08:07Z [----] followers, [----] engagements

"More people are getting in on $ODD valuation seems to have gotten too attractive I've decided to initiate a position in Oddity Tech ( $ODD ). This is a relatively small ($2B Market Cap) profitable company growing at 24% and expected to grow revenue and EPS by +21% and +14% CAGR respectively over the next three years. The stock is down -17% in the last https://t.co/WF4yGNumoA I've decided to initiate a position in Oddity Tech ( $ODD ). This is a relatively small ($2B Market Cap) profitable company growing at 24% and expected to grow revenue and EPS by +21% and +14% CAGR respectively over the"
X Link 2026-01-16T09:56Z [----] followers, [---] engagements

"Is $ODD undervalued I plan to update this with a more detailed DCF later if I can source all the inputs but even this simple DCF via StockUnlock suggests that $ODD looks undervalued at current levels. Key assumptions (deliberately conservative): - 20% annual FCF growth for [--] years This is below managements long-term target which is framed around 20% revenue growth not free cash flow. If Oddity were to prioritize profitability over growth FCF could grow faster via margin expansion. - No contribution from Brand [--] (MethodIQ) or a potential Brand [--] (in at least [----] guidance) Both represent"
X Link 2026-01-16T13:22Z [----] followers, [----] engagements

"@OddityOddballs @BastianelliLore @MontanaMatos @weary_centurion @jakebrowatzke Definitely makes you wonder. I think it could just be that he doesnt want to shift focus too much on brand [--] when the launch date is unknown he might rather want to focus more on existing business"
X Link 2026-01-17T04:50Z [----] followers, [--] engagements

"Hows your weekend going Im currently sick but still spending some time digging into companies. Lately Ive been looking more closely at $ODD while also trying to wrap my head around the broader software and payments slowdown and where if anywhere it makes sense to play these contrarian setups. These periods are always tricky: fundamentals versus sentiment short-term pain versus long-term opportunity. Curious how others are thinking about positioning in these beaten-down pockets of the market. https://twitter.com/i/web/status/2012584513558192293"
X Link 2026-01-17T17:55Z [----] followers, [---] engagements

"@FluentInQuality I totally agree but one thing that needs to be understood is that these companies have traded for very high multiples and a slight multiple compression based on even a tiny AI disruption risk is in mu opinion warranted"
X Link 2026-01-18T06:55Z [----] followers, [--] engagements

"Big picture caution for alcohol stocks right now. According to the FT major spirits producers are sitting on record-high inventories after overproducing during the pandemic boom just as demand has rolled over. Companies like $DEO (Diageo) $RI.PA (Pernod Ricard) $CPR.MI (Campari) $BF.B (Brown-Forman) and $RCO.PA (Rmy Cointreau) are collectively holding roughly $22bn of ageing spirits the highest level in more than a decade. In some cases its extreme: - $RCO.PA has inventory close to its entire market cap - $DEO inventories are now 43% of annual revenue - Leverage is rising across the sector"
X Link 2026-01-18T11:32Z [----] followers, [---] engagements

"@YodaStockInvest $ODD"
X Link 2026-01-18T11:45Z [----] followers, [--] engagements

"$EVO shared more details around its presence at ICE Barcelona [----] and its actually a fairly important one. Evolution will showcase the first wave of games from its exclusive Hasbro partnership including MONOPOLY-branded live casino and slot titles. Headline games include MONOPOLY Filthy Rich (described as Evolutions most ambitious live game show to date) MONOPOLY Roulette and a new live Game Night format combining multiple Hasbro games in one experience. These are just the first of many Hasbro-based titles planned for [----] and beyond. Beyond Hasbro Evolution also outlined its [----] product"
X Link 2026-01-19T15:57Z [----] followers, [----] engagements

"@Fin_Eng_Net True Thats what Im most worried about dividend safety and writedowns"
X Link 2026-01-19T16:46Z [----] followers, [--] engagements

"@CarsonTalkMoney My adbe bear case hasnt negative growth it has deaccelerating growth. Same as Id do for $NVDA. Perhaps even in a base case unreasonable to assume they could keep growing at the same rate"
X Link 2026-01-20T06:41Z [----] followers, [--] engagements

"@weary_centurion I think $PYPL BNPL is looking very good. They're also in my view very little talked about when most attention in BNPL seems to go to Affirm and Klarna"
X Link 2026-01-20T10:49Z [----] followers, [---] engagements

"$PYPL premarket action is pointing toward another 52-week low. When you factor in the premarket drop and use [----] midpoint FCF guidance PayPal is trading at roughly 8.2x P/FCF and thats before accounting for likely $1.5bn of buybacks in Q4 which would further reduce the share count. As an isolated event todays move makes sense. Macro uncertainty does hit payments companies and the sector is highly sensitive to consumer sentiment. That said at this valuation the selloff looks overdone to me. The market is effectively pricing in very little growth and a lot of pessimism. With that backdrop Im"
X Link 2026-01-20T11:02Z [----] followers, 20.3K engagements

"@JerryCap I think $PYPL is a higher quality business than $GPN and should trade for a premium based on that"
X Link 2026-01-20T11:18Z [----] followers, [---] engagements

"Could we see $PYPL trade below a $50bn market cap soon I think this is very plausible especially once you adjust for ongoing buybacks. In Q3 PayPal repurchased [--] million shares. If we assume a similar pace in Q4 (arguably conservative given the lower average share price) total shares outstanding would be roughly [---] million. At that share count: $50bn market cap 914m shares = $54.7 per share So if $PYPL trades below $55 youre effectively looking at a sub-$50bn market cap company. For a business generating substantial free cash flow and still buying back stock aggressively thats a level I"
X Link 2026-01-20T15:45Z [----] followers, [----] engagements

"@Compundra Why $ELF over $ODD"
X Link 2026-01-20T16:23Z [----] followers, [--] engagements

"@weary_centurion I don't mind $6-7bn in FCF when stock trades at almost below $50bn market cap"
X Link 2026-01-20T17:15Z [----] followers, [----] engagements

"Ive decided not to buy any stocks today. So far I havent seen any clear de-escalation or escalation in the current situation and the pullback in individual names doesnt yet feel large enough for me to move quickly. A few intraday observations Ive been tracking: - $ADBE has been recovering during the session - $ODD has held up well even trading positive at times - $PYPL continues to look weak and is approaching a $50bn market cap - $FOUR is largely moving in line with the broader market - $SHOP is down sharply 7% on the day - $CSU.TO is seeing renewed weakness down 4% For now Im staying"
X Link 2026-01-20T20:15Z [----] followers, [----] engagements

"@meeijer Agree with most of them I think $CSU.TO is getting very interesting at least worth to look further in to"
X Link 2026-01-21T07:54Z [----] followers, [---] engagements

"@TacticzH I think the re-rating was warranted and even with the double beat I don't think this is a buy yet"
X Link 2026-01-21T09:59Z [----] followers, [---] engagements

"@OddityOddballs Okay interesting. I hope the ratio isn't the same in Il Makiage and SpoiledChild since I would hope for more industry knowledge"
X Link 2026-01-21T11:32Z [----] followers, [--] engagements

"@weary_centurion The move for $ODD is wild again kinda feel like it follows $HIMS"
X Link 2026-01-21T18:02Z [----] followers, [---] engagements

"$ODD is down again today and the question I keep getting is the same: am I worried No. Am I buying Not yet. At these levels I think the risk/reward in $ODD is already very attractive. That said I dont want to concentrate all my buys at once. Im hoping to see some additional weakness before the next earnings report which I would then use as an opportunity to increase my positionlikely by 50% potentially even doubling it. One thing I find interesting is how often $ODD seems to move in tandem with $HIMS on down days. My guess is that some investors and analysts lump them into the same bucket due"
X Link 2026-01-21T18:14Z [----] followers, [----] engagements

"$HPQ has quietly become one of those stocks that screens as cheap but for very specific reasons. The stock has sold off meaningfully and now offers a 6% dividend yield with the valuation down to roughly 67x free cash flow. On the surface that looks attractive. The problem is that this valuation largely reflects fundamentals: over the past decade HPs revenues and free cash flow have been flat to down with PCs and printing both facing structural pressure. So the key question isnt valuation its growth. Where could growth come from - AI PCs: HP is positioning around AI-enabled enterprise PCs but"
X Link 2026-01-21T20:35Z [----] followers, [----] engagements

"$MRNA +15% today on strong cancer vaccine data Moderna is ripping higher after new long-term data showed its personalized cancer vaccine used together with $MRKs Keytruda continues to deliver meaningful benefits. Key takeaway: - The Moderna + Merck combo cut the risk of relapse or death by 50% over five years in melanoma patients versus Keytruda alone. - This isnt just a short-term signal the benefit held up years after surgery which analysts are calling evidence of durable tumor control. - Phase [--] results are expected later this year which could be a major catalyst. This is important for"
X Link 2026-01-21T20:48Z [----] followers, [----] engagements

"$NVO is moving big again today up 3% in Copenhagen helped by a notably more bullish stance from Goldman Sachs. Goldman raised its price target on Novo Nordisk from DKK [---] [---] (+24%) pointing to the Wegovy oral pill launch as a key upside driver. They also note that their updated estimates for [--------] are well above consensus and call [----] a pivotal year for obesity treatments especially as larger Medicare volumes could open up in H2. Momentum in $NVO has clearly turned again with sentiment improving fast around the oral GLP-1 opportunity. https://twitter.com/i/web/status/2014279741298102384"
X Link 2026-01-22T10:11Z [----] followers, [----] engagements

"$BABA is up over 5% in premarket driven by reports that Alibaba is preparing a potential IPO of its AI chip unit T-Head. According to reports Alibaba Group plans to restructure T-Head into a standalone business (with partial employee ownership) as a first step before exploring a listing. Timing and valuation are still unclear but investor appetite for Chinese AI chip names has been strong especially as China looks to build domestic alternatives to $NVDA. Alibaba has invested in chip design for years to support its cloud and AI ambitions and reduce reliance on external suppliers making this"
X Link 2026-01-22T10:16Z [----] followers, [---] engagements

"@Quality_stocksA I like $PYPL here and I'm very close to buying $ADBE. I think they're trading too low given their fundamentals"
X Link 2026-01-22T11:57Z [----] followers, [---] engagements

"$PYPL continues to build out its agentic commerce stack. PayPal announced it will acquire Cymbio a multi-channel orchestration platform that enables merchants to make their product catalogs discoverable across AI shopping surfaces. Cymbio already powers PayPals agentic commerce offering helping merchants sell through platforms like Microsoft Copilot and Perplexity with ChatGPT and Google Gemini integrations coming next. Key point: Merchants remain the merchant of record retain customer ownership and plug AI-driven discovery directly into existing fulfillment systems via PayPals Store Sync."
X Link 2026-01-22T13:36Z [----] followers, [----] engagements

"$PYPL Buybacks can't increase a company's intrinsic value but they can create value for individual shareholders on a per share basis Buybacks dont create value and that matters for $PYPL A recurring discussion around $PYPL lately has been centered on buybacks. I want to ground this in first principles drawing directly from Valuation: Measuring and Managing the Value of Companies by Koller Goedhart and https://t.co/aHZy328RtJ Buybacks dont create value and that matters for $PYPL A recurring discussion around $PYPL lately has been centered on buybacks. I want to ground this in first principles"
X Link 2026-01-22T20:47Z [----] followers, [---] engagements

"$NVO continues to show serious momentum. Another strong day for $NVO up 2.6% in Copenhagen trading back above [---] DKK. The move from roughly [---] DKK to todays level has been remarkably fast and momentum clearly remains on Novo Nordisks side. Whats notable is how sentiment keeps improving. Analysts appear to be turning more bullish with positive notes and comments surfacing almost weekly sometimes even daily. This shift is being reinforced by very strong data points around U.S. demand for oral weight-loss treatments which continues to support the long-term growth narrative. After such a sharp"
X Link 2026-01-23T09:49Z [----] followers, [----] engagements

"@Ashton_1nvests Probably $ODD and $PYPL"
X Link 2026-01-23T12:50Z [----] followers, [---] engagements

"@DutchInvestors Now do the same showing the market caps too"
X Link 2026-01-23T18:33Z [----] followers, [--] engagements

"@WillBiddy_ I'd look at $BN great example of building a long term business and capital allocation"
X Link 2026-01-23T19:45Z [----] followers, [---] engagements

"@DividendDynasty Well see perhaps add to $ODD"
X Link 2026-01-26T08:44Z [----] followers, [---] engagements

"$MC.PA (LVMH) reports earnings tomorrow (Jan [--] 2026) and Im watching this one closely as a shareholder. LVMH is one of the most important luxury names globally and its results often set the tone for the broader luxury sector heading into [----]. The company has traded higher over recent months but remains sensitive to trends in travel retail China demand and fashion & leather goods performance which are all likely focal points tomorrow. What analysts are expecting before the release: - EPS of [-----] - Revenue of 22.3bn - Consensus estimates have been revised over the past year with some"
X Link 2026-01-26T09:16Z [----] followers, [---] engagements

"@DividendDynasty I would buy Exor instead owns a large chunk of $RACE and trades for a clear discount to NAV"
X Link 2026-01-26T09:53Z [----] followers, [---] engagements

"@DividendDynasty I've looked at it multiple times but never invested as the discount to NAV hasn't been that substantial and the other ownerships aren't that interesting in my opinion but yes the IV episode put it again on my radar"
X Link 2026-01-26T09:55Z [----] followers, [--] engagements

"@Ferrariforlife9 @DividendDynasty I think they've said that they're not looking to sell more shares after the last time they sold"
X Link 2026-01-26T13:22Z [----] followers, [--] engagements

"@Ferrariforlife9 @DividendDynasty That's true and I agree that you shouldn't buy Exor just to own $RACE. However I think it's a good alternative especially if you think $RACE is still a bit expensive or don't want to try and time the bottom"
X Link 2026-01-26T13:42Z [----] followers, [---] engagements

"@Ferrariforlife9 @DividendDynasty That's true they are trying to diversify which is why I think the discount to NAV is so high people don't trust their ability to allocate capital in the best way"
X Link 2026-01-26T13:43Z [----] followers, [--] engagements

"@Ferrariforlife9 @ReturnsJourney @DividendDynasty Also as $RACE is not nearly all of Exors AUM you shouldnt only own it for Ferrari you need to understand all the other large holdings too"
X Link 2026-01-26T18:17Z [----] followers, [---] engagements

"$FOUR down 4.5% today with no obvious news catalyst. I havent been able to find anything company-specific and the move also stands out because payments as a group arent down anywhere near this much. Volume looks fairly normal to me if anything slightly below average which makes the move even more interesting. Personally Im not worried at all quite the opposite. When a stock Im actively watching sells off without a clear fundamental reason thats usually a good thing from an opportunity standpoint. That said Im still in wait-and-see mode. I like the business and the long-term setup but Id"
X Link 2026-01-26T19:14Z [----] followers, [----] engagements

"@Mintcondish369 I know that there are many more vectors than weight loss but to be fair weight loss has been a large chunk of revenue and especially driving growth"
X Link 2026-01-26T20:10Z [----] followers, [--] engagements

"$UPS up 4% in premarket after upbeat [----] guidance. UPS is forecasting [----] revenue of $89.7bn up from $88.7bn last year alongside an adjusted operating margin of 9.6%. The key driver: the company is intentionally reducing low-margin volume from Amazon and shifting toward higher-value higher-margin shipments. Management framed [----] as an inflection point once the Amazon glide-down is completed with the focus clearly moving from volume to profitability and margin expansion rather than headline shipment growth. FedEx ( $FDX) is also modestly higher in sympathy while the broader takeaway is that"
X Link 2026-01-27T11:45Z [----] followers, [---] engagements

"$GM up 5.5% in premarket after earnings and [----] guidance. General Motors delivered better-than-expected Q4 adjusted EPS ($2.51 vs $2.26 est.) and laid out strong [----] guidance which is clearly what the market is focusing on. Key takeaways: - [----] EBIT-adjusted: $1315bn - [----] EPS (adjusted): $1113 - Adjusted automotive FCF (2026): $911bn - Capex: $1012bn (incl. battery JVs) Q4 net income was heavily distorted by $7.2bn+ in special charges mainly tied to EV capacity realignment and policy changes (lower incentives looser emissions rules). Stripping that out underlying profitability held up"
X Link 2026-01-27T11:49Z [----] followers, [---] engagements

"@OddityOddballs Do you know how the products utilizing these has done"
X Link 2026-01-27T11:50Z [----] followers, [---] engagements

"$UNH down over 13% after earnings and guidance UnitedHealth ( $UNH ) is getting hit hard today with the stock down more than 13% premarket following its [----] outlook and broader concerns around U.S. healthcare reimbursement. What happened: - $UNH guided [----] adjusted EPS $17.75 just slightly above consensus ($17.74) not enough to calm the market. - Medicare Advantage is the key issue: - The U.S. proposed a +0.09% rate increase for [----] far below expectations. - This impacts profitability across insurers not just $UNH (Humana CVS also down). - Medical costs remain elevated: - Medical Care"
X Link 2026-01-27T12:06Z [----] followers, [----] engagements

"Yet another day for $ODD being down big time on no news - now almost 5% $ODD is down again today and the question I keep getting is the same: am I worried No. Am I buying Not yet. At these levels I think the risk/reward in $ODD is already very attractive. That said I dont want to concentrate all my buys at once. Im hoping to see some $ODD is down again today and the question I keep getting is the same: am I worried No. Am I buying Not yet. At these levels I think the risk/reward in $ODD is already very attractive. That said I dont want to concentrate all my buys at once. Im hoping to see some"
X Link 2026-01-27T16:44Z [----] followers, [---] engagements

"$FOUR is down another almost 4% on no news. We're getting closer to my target price $FOUR down 4.5% today with no obvious news catalyst. I havent been able to find anything company-specific and the move also stands out because payments as a group arent down anywhere near this much. Volume looks fairly normal to me if anything slightly below average which https://t.co/bUxBWETwn6 $FOUR down 4.5% today with no obvious news catalyst. I havent been able to find anything company-specific and the move also stands out because payments as a group arent down anywhere near this much. Volume looks fairly"
X Link 2026-01-27T16:45Z [----] followers, [----] engagements

"$PYPL receives more analyst downgrades My response: Keep them coming I'd love to see $PYPL market cap below $50bn $PYPL The Wall St analyst clown show continues Cantor Fitzgerald initiates coverage with a $60 target HSBC downgrades from $93 âž¡ $72 despite being a few days away from Q4 earnings https://t.co/exNlLd5zII $PYPL The Wall St analyst clown show continues Cantor Fitzgerald initiates coverage with a $60 target HSBC downgrades from $93 âž¡ $72 despite being a few days away from Q4 earnings https://t.co/exNlLd5zII"
X Link 2026-01-27T17:04Z [----] followers, [---] engagements

"@DividendDynasty PainPal in a league of its own"
X Link 2026-01-27T17:21Z [----] followers, [---] engagements

"@UK_Compounder $ASML is a beast in terms of performance both operative and on the stock market"
X Link 2026-01-28T08:31Z [----] followers, [--] engagements

"@7Cbreezy7 @AverageDipBuyer @grok Yes"
X Link 2026-01-28T16:54Z [----] followers, [--] engagements

"@AverageDipBuyer Those are just analyst estimates"
X Link 2026-01-28T18:51Z [----] followers, [--] engagements

"@CryptFalco Shorting $PYPL"
X Link 2026-01-28T21:24Z [----] followers, [---] engagements

"@TallSeller Not you again"
X Link 2026-01-28T21:24Z [----] followers, [--] engagements

"@Stock_Opine @fiscal_ai @InvestorFront @mting923 @WealthWithRG @mark_ledain @Miltons2Cents @Kross_Roads Still a relatively strong business based on fundamentals even with slow branded checkout growth"
X Link 2026-01-28T21:25Z [----] followers, [--] engagements

"@BezosRic @weary_centurion Nice do you know if many others have started using it"
X Link 2026-01-29T10:23Z [----] followers, [--] engagements

"@DerApfelmannYT @weary_centurion $PYPL also makes a big chunk in the Us but I agree that its not 1-to-1 comparable"
X Link 2026-01-29T17:15Z [----] followers, [---] engagements

"@joseph_betesh This is just the names from the top of my head and watchlist"
X Link 2026-01-29T17:15Z [----] followers, [--] engagements

"@mark_ledain There has been comments about a weaker consumer too but I dont think they can blame a weak consumer too much now"
X Link 2026-01-30T06:36Z [----] followers, [--] engagements

"@WillBiddy_ Basically everything definitely want to buy some SaaS stock but dont know which one(s) yet"
X Link 2026-01-30T06:37Z [----] followers, [--] engagements

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