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@ValueIntrinsiCF "🚨 $LVMH H1 2025 results 👜🍾 Tough times continue for the world of the Maisons: Revenue: 39.8B (🔴4%) Op. profit: 9.0B (🔴15%) Net income: 5.7B (🔴22%) FCF: 4B (🟢) Strong local demand in Europe & US offset headwinds in Asia. #louisvuitton #LVMH"
@ValueIntrinsiCF Avatar @ValueIntrinsiCF on X 2025-07-24 17:43:52 UTC XX followers, XXX engagements

"🖥My latest valuation of $GOOGL after 2025 Q2 results shows a mean intrinsic value of $XXXXX USD with a current price of $196USD suggesting a XXXXX% upside potential. Std deviation: $XXXX USD. Check the full distribution and details in the image #GOOGL #Alphabet #Investing"
@ValueIntrinsiCF Avatar @ValueIntrinsiCF on X 2025-07-24 13:46:07 UTC XX followers, XX engagements

"My view after $GOOGL earnings report: 1) Alphabet's Enduring Strength: A huge company that despite its size continues delivering EPS growth above 20%. Q2 2025 results underscore its remarkable ability to achieve significant returns demonstrating consistent financial momentum"
@ValueIntrinsiCF Avatar @ValueIntrinsiCF on X 2025-07-24 12:04:43 UTC XX followers, XX engagements

"5) Capital Deployment: With $130B in operating CF the $85B CAPEX represents a XX% reinvestment precisely what is needed to reinvest if you pretend to grow more than XX% having a ROIC 30%. And without debt leaving still margin for funding other types of investment. #GOOGLE"
@ValueIntrinsiCF Avatar @ValueIntrinsiCF on X 2025-07-24 12:04:45 UTC XX followers, XX engagements

"🚀Thales ( $HO ) latest intrinsic valuation summary: 🔍Current price: XXX Mean intrinsic: XXX (std. dev. 36) ⚠Risk elevated with downside VaR at XXX Is it too late to join the European Defence Industry party or is there even more growth that should be discounted"
@ValueIntrinsiCF Avatar @ValueIntrinsiCF on X 2025-07-23 17:26:45 UTC XX followers, XX engagements

"4) Reinvestment: When your ROIC is well above XX% it's obvious that the best capital allocation that you can do is to reinvest the money into your business. $GOOGL is detecting an area that is a potential huge source of revenues and where investments are responding well"
@ValueIntrinsiCF Avatar @ValueIntrinsiCF on X 2025-07-24 12:04:44 UTC XX followers, XX engagements