[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@dede_eyesan "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, 7144 engagements

"@John_Hempton Admittedly until you shared this I didnt know who Kerr Neilson was. Going to read up on him and Platinum asset management"
X Link @dede_eyesan 2025-10-07T07:35Z 7167 followers, XXX 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, 6389 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

"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

"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

"Japanese consumer staples shortlist: ($TSE: 2222) Kotobuki Spirits in premium confectionary products is a "magic 20%" - XX% ROIC EBIT margins with XX% market expected earnings growth priced at below 20x EV/EBIT or P/E (and a debt free balance sheet). 1/n"
X Link @dede_eyesan 2024-03-14T16:48Z 7166 followers, 16.8K engagements