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@SuEricGP "$EVO $EVVTY at $XX could provide over XX% annual returns based on the following conservative assumptions: - Annual revenue growth of XX% - P/E ratio of 18x - Dividend yield of X% - Share dilution of XX% Evolution AB is a top holding in both of my portfolios. Thoughts"
@SuEricGP Avatar @SuEricGP on X 2025-05-28 15:00:38 UTC XXX followers, 5464 engagements

"Personal Portfolio Holdings I value transparency above all else. XX% or my portfolio is concentrated in X companies. $PYPL $MNSO $GOOG $GOOGL $EVO $EVVTY $AMD The remaining companies can be categorized as follows: Contrarian positions $UNH $CNXC Awaiting for growth recovery (with great buybacks) $MC.PA $MC $CROX Growth acceleration $TMDX Quality companies (adjust weight as needed) $KNSL $NVDA $DNP Interesting new positions $ASML $NVO $OSCR Do you own any of these What would you change"
@SuEricGP Avatar @SuEricGP on X 2025-07-18 19:02:40 UTC XXX followers, 1983 engagements

"Wow XX% up $MEDP Congratulations to all the shareholders I knew the company is for long term an amazing business to own decades. Still I didnt think a high quality company might rise that much in a single session. This is INSANE $MEDP is part of my Quality Investing Portfolio"
@SuEricGP Avatar @SuEricGP on X 2025-07-22 14:11:24 UTC XXX followers, XXX engagements

"@invest091 Thanks I already checked it 😅 I'm listening to the $DUOL one now. I've been watching it and it reached an entry point I was waiting for"
@SuEricGP Avatar @SuEricGP on X 2025-07-21 16:44:23 UTC XXX followers, XXX engagements

"@teechongyen ChatGPT had the 1st mover advantage Gemini will be adopted more by developers than ChatGPT"
@SuEricGP Avatar @SuEricGP on X 2025-07-28 07:12:19 UTC XXX followers, XX engagements

"3 of my top X positions are still negative YTD (not portfolio return). Last year we had: $PYPL above $XX $MNSO above $XX $GOOG above $XXX Nothing has changed in these companies. I'm optimistic and confident that sooner or later we will return to that point again. $AMD and $EVO $EVVTY still have a great upside potential. Do you disagree with my investments"
@SuEricGP Avatar @SuEricGP on X 2025-07-21 16:27:08 UTC XXX followers, XXX engagements

"Our largest holding $PYPL has the potential to generate over XX% CAGR over the next X to X years"
@SuEricGP Avatar @SuEricGP on X 2025-07-23 15:00:37 UTC XXX followers, 2056 engagements

"Today winners and losers What you believe are more stable industries are underperforming 🥲 WINNERS $AMD $GOOG $GOOGL $NVDA $EVO $EVVTY $ELV LOSERS $MEDP $VRTX $MC.PA #LVMH $LVMH $TEP $TEP.PA $KNSL"
@SuEricGP Avatar @SuEricGP on X 2025-05-14 16:10:56 UTC XXX followers, 1685 engagements

"$LVMH $MC.PA has shown resilience following its earnings release with the stock rising 4%. This could very well indicate a turnaround in the stock trend. I'm considering increasing my stake here. Are you in"
@SuEricGP Avatar @SuEricGP on X 2025-07-25 16:56:14 UTC XXX followers, XXX engagements

"Wow this is extremely bullish for $ELV The healthcare sector is depressed. One of the heavens in though times. Too ironic. $ELV has dropped XX% in the last XX months. It is at 52W bottom and valued at 7x FWD P/E. Are you buying here"
@SuEricGP Avatar @SuEricGP on X 2025-07-18 19:10:32 UTC XXX followers, XXX engagements

"I don't know you but a +32% growth in Google Cloud is insane. AI investments are obviously paying off. Google demonstrates itself as a leader in AI for cloud services. I'm long $GOOG $GOOGL 3rd highest holding"
@SuEricGP Avatar @SuEricGP on X 2025-07-24 18:03:33 UTC XXX followers, XXX engagements

"$DUOL just got into an interesting price. If you haven't checked this company I strongly recommend to have a look. Here is a very complete podcast from @invest091 (link in next comment)"
@SuEricGP Avatar @SuEricGP on X 2025-07-21 17:03:38 UTC XXX followers, XXX engagements