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Olivier (Emerging Value) posts on X about $pypl, investment, currency, $csuto the most. They currently have XXXXXX followers and 1359 posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks finance technology brands countries currencies cryptocurrencies
Social topic influence $pypl #926, investment, currency, $csuto, $dlo, latin, asset management, acquisition, $vinp, chilean peso
Top assets mentioned PayPal Holdings Inc (PYPL) DLocal Limited Class A Common Shares (DLO) Merit Circle (MC) Costco Wholesale Corporation (COST) Costco Hot Dog (COST) NVIDIA Corp. (NVDA) DoorDash, Inc. (DASH) Uber Technologies, Inc. (UBER)
Top posts by engagements in the last XX hours
"@Mufasa_Capital I would recommend And Dlocal annual guides"
X Link @ReturnsJourney 2025-10-15T11:12Z 10.3K followers, XXX engagements
"Vinci Compass Partners. Brookfield corp in Latin America or not Brookfield Corp is one great compounders in the past decades at XX% annual return over XX years. It is an asset manager.Asset management is a high quality business because you collect fees on the assets (1/20)"
X Link @ReturnsJourney 2025-09-22T22:13Z 10.3K followers, 12.9K engagements
"Vinci Compass Announces Acquisition of XXXX% Stake in Verde Asset Management* $VINP On October X 2025 Vinci Compass Investments announced an agreement to acquire a XXXX% stake in Verde Asset Management a leading Brazilian multi-strategy asset manager. This acquisition aims to enhance Vinci Compass' Global Investment Products and Solutions and strengthen its position as a leader in global and local asset allocation in the region. The transaction is expected to close in the fourth quarter of 2025"
X Link @ReturnsJourney 2025-10-13T14:21Z 10.3K followers, 1676 engagements
"Did you know that I launched a second newsletter focused on Payments with my friend Bright. We are two payment professionals with experience in various companies notably in $PYPL in risk strategy fraud and marketing. I wanted to cover Payments more to use my knowledge and experience and get more knowledgeable myself without "polluting" my Emerging value newsletter. It's more a fun project where we talk stocks but in a direct approach more with a long term strategy perspective. I find that brainstorming like this makes me sharper in my business field for my daily payment work. We have covered"
X Link @ReturnsJourney 2025-10-15T09:08Z 10.3K followers, 3856 engagements
"Chilean Peso decoupled from Copper. Copper keeps going higher. Currency should follow. Covid momentum trading changed the fundamentals. USD bubble popping. Long Chile $CLP"
X Link @ReturnsJourney 2025-06-29T10:22Z 10.3K followers, 8800 engagements
"If you are looking for a French quality company at a reasonable price I wrote about Eurofins Scientific"
X Link @ReturnsJourney 2025-08-08T07:36Z 10.3K followers, 4897 engagements
"$PYPL. I am bullish but we reviewed the key bearish arguments in part 2: 1.PayPal is losing to competition on all products. . 2.Pricing risks. PayPal products are expensive. 3.Tapped out market size and missing Emerging markets. X. PayPal is not managed by founders but by managers X. No clear plan on how to regain market leadership. 6.Slow top line growth. 7.Braintree is not Neutral 8.The execution and acceleration of innovation. Conclusion: After some strong bearish points my bullish reasons (Low valuation + buybacks + some extra revenue from ads) stand in the short term with a defensive"
X Link @ReturnsJourney 2025-10-09T10:05Z 10.3K followers, 3308 engagements
"Me wanting to invest in clothing. Never invest in clothing. Maybe there is a turnaround to catch or maybe a value trap to catch"
X Link @ReturnsJourney 2025-08-02T08:50Z 10.3K followers, 10.5K engagements
"@aseoane123 @MikeFritzell Its only valid if the company is indebted. And even that the fcf comes after cost of debt. If the company pays a XX% dividend its XX% no matter if its delivered in rupias or dollars. Anything else is currency speculation"
X Link @ReturnsJourney 2025-10-13T17:39Z 10.3K followers, XXX engagements
"@3Plantey2 @kaladindz I worked with wirecard"
X Link @ReturnsJourney 2025-10-04T14:05Z 10.3K followers, XXX engagements
"Little crowdsource contest: Do you know a over XX% revenue from emerging market company that trades in Europe or North America or Australia/Japan and is; -Not an ADR/GDR -That is not in mining or energy -Profitable -A company like Delivery Hero for example trades in Germany but most of the revenue is in EMs. A company like Patria investment trades in the US and is a mostly EM/Latam asset manager. I will give X month full access to my newsletter if you find me one I don't know or cover. My goal is to increase coverage. Post below: Thanks"
X Link @ReturnsJourney 2025-08-27T17:04Z 10.3K followers, 28.6K engagements
"@weary_centurion Ok not for me. Still long and have been adding $PYPL"
X Link @ReturnsJourney 2025-10-14T12:22Z 10.3K followers, XXX engagements
"how many twits on French and quality fintwit about the $MC.PA $LVMH opportunity in these X years just extrapolating past stock chart. the past =/= the future"
X Link @ReturnsJourney 2025-05-05T15:16Z 10.3K followers, 7939 engagements
"$CSU.TO is the last piece of the quality bubble to fall. Next one Costco $COST"
X Link @ReturnsJourney 2025-09-25T16:26Z 10.3K followers, 6399 engagements
"$CSU.TO not worried about AI one bit. Worried about law of large numbers. How many targets left How fast they can grow No position"
X Link @ReturnsJourney 2025-09-26T20:33Z 10.3K followers, 4962 engagements
"Delivery Hero at nearly 1/10th the IPO price but the revenue grew by around XX times. Sales of XX Billion Euros and growing. Glovo Foodpanda PedidosYa Tabalat. Significant discount to Uber Doordash Grab"
X Link @ReturnsJourney 2025-09-26T18:03Z 10.3K followers, 10.6K engagements