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@JomaSilva88 Avatar @JomaSilva88 Pepe 🚀

Pepe 🚀 posts on X about acquisition, $race, $lifco, $adp the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: X #

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Followers: XXX #

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Social Influence #

Social category influence stocks finance cryptocurrencies luxury brands automotive brands technology brands currencies countries

Social topic influence acquisition, $race #1118, $lifco, $adp, $aena, $dgpa, $umg, $sony, $wmg, sony

Top assets mentioned Ferrari N.V. (RACE) Adappter Token (ADP) Warner Music Group, Co. (WMG) Novo-Nordisk (NVO) Eli Lilly and Company (LLY) AstraZeneca PLC (AZN) AmsterdamCoin (AMS) Booking Holdings Inc (BKNG) Expedia Group Inc (EXPE) Thomson Reuters Corporation (TRI) MercadoLibre Inc (MELI) CME Group Inc (CME) Decentral Games ICE (ICE)

Top Social Posts #

Top posts by engagements in the last XX hours

"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

"@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

"$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

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

"@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