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@JomaSilva88 "$UMG: A Blockbuster Stock 🎵 🐂 case Compared to peers like $SONY $WMG has better ROIC XX% of Market share. Star Power Acceptable valuation for a WIDE moat 🐻case Margin Pressure M&A risk Execution risk AI #Stocks #StockAnalysis"
X Link @JomaSilva88 2025-09-16T17:01Z XXX followers, XXX engagements

"$NOVO remains the cheapest WIDE MOAT among peers according to MS: $NVO price/fair value = XXXX $LLY XXXX $AZN XXXX $SAN.PA XXXX (NARROW) They consider the akero acquisition as accretive (good combination with GLP-1)"
X Link @JomaSilva88 2025-10-12T12:21Z XXX followers, 1221 engagements

"After today correction $AMS seems to trade around fair value. With a Narrow Moat it's an interesting bet in a booming #travelstocks sector with $BKNG or $EXPE. PE 26e 22.8x FCF margin 20.8%"
X Link @JomaSilva88 2025-09-01T19:25Z XXX followers, XXX engagements

"Thinking about $Lifco 🤔 🐂 Bull Case: Strong growth via a disciplined sector-agnostic acquisition strategy Consistently acquires companies at attractive multiples (6-8x EBITA) underpinning a XX% EBITA CAGR from 2014-24📈 Unique perpetual X% profit-share for subsidiary CEOs"
X Link @JomaSilva88 2025-09-30T15:10Z XXX followers, XXX engagements

"$RACE has mantained the same volume of shipments for the last X years while increasing Revenue 14%CAGR & FCF at XX% CAGR 🤯 Ferrari ships 13750 cars/y while there are around XXX Million individuals with wealth 10M$. I dont see reason to panic 🤷♂"
X Link @JomaSilva88 2025-10-10T15:00Z XXX followers, 1097 engagements

"@Tintincapital Been looking at some french politics big losers for a bargain. If you compare $ADP to $AENA or $DG.pa it is still at a premium. How would you justify that"
X Link @JomaSilva88 2025-10-07T10:45Z XXX followers, XXX engagements

"@yorxt If you ask me $WKL.AS is a BUY wide moat and defensive. If it it continues to go down wouldn't mind buying more. Compared to peers it is cheap ( $RLX $TRI) do your own research and tell me what you think 🙂"
X Link @JomaSilva88 2025-08-08T20:16Z XXX followers, XXX engagements

"$MELI 🚀vs ⚠ Opportunities Logistics Moat: structural cost advantage and massive scale in Brazil (roughly 3x $AMZ size). Experts believes its X years in advance💪 Mercado Pago and marketplace network effects are expected to drive 2-digit growth and expand margins"
X Link @JomaSilva88 2025-10-07T09:16Z XXX followers, XXX engagements

"Not surprised about the announcement of negotiations between $ENX.pa & $EXAE.AT 👇"
X Link @JomaSilva88 2025-07-02T06:54Z XXX followers, XXX engagements

"Looks like $RACE is correcting pretty hard on the back of these slides. Might be a good opportunity to buy"
X Link @JomaSilva88 2025-10-09T12:38Z XXX followers, 3179 engagements