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@dovcapital "Valuations very high in the US: the dividend yield on the S&P XXX is XXX% a record low. Yet in Europe you find big cap companies with nice X% yields like Nestle and Roche above. Nestle has been weak recently this is a nice set-up into earnings. $SPY $ROG $NESN"
@dovcapital on X 2025-07-21 09:51:13 UTC XXX followers, XXX engagements

"Superstonker stocks The best stocks over a XXX years $MO $VMC #superstonker #HODL"
@dovcapital on X 2025-07-08 09:16:01 UTC XXX followers, XX engagements

"Death of Luxury. It seems almost consensus to talk about the death of luxury and luxury fatigue. Swatch Group now is selling at half of book value yes 0.5x price to book. You cant fall off the floor. Also Hermes and LVMH are till to report. $UHR $LVMH"
@dovcapital on X 2025-07-21 09:50:23 UTC XXX followers, XXX engagements

"3 to thrive $SPX $TSLA $GOOG $NESN $ROG $RMS $LVMH $UHR"
@dovcapital on X 2025-07-21 06:16:31 UTC XXX followers, XXX engagements

"1) Tobacco 2) The 1990s 3) Julius Baer $PMI $IMB $BATS $LEVI $SBUX $NKR $SPY"
@dovcapital on X 2025-07-22 06:05:46 UTC XXX followers, XXX engagements