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@ValueByMarkus Avatar @ValueByMarkus Markus

Markus posts on X about luxury, $lvmh, summary, investment the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

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Social category influence finance #4090 stocks #5791 technology brands cryptocurrencies luxury brands automotive brands countries travel destinations

Social topic influence luxury #2353, $lvmh #3, summary #62, investment #376, $spot, longterm #408, $lmnd #40, $meta, meta, forum #27

Top assets mentioned Spotify Technology (SPOT) Lemonade, Inc. (LMND) Metadium (META) Ferrari N.V. (RACE) Story (STORY) Charg Coin (CHG) PayPal Holdings Inc (PYPL) Booking Holdings Inc (BKNG) Airbnb Inc (ABNB) Klarna Group (KLAR) Microsoft Corp. (MSFT)

Top Social Posts #

Top posts by engagements in the last XX hours

"Fierce industry. $SPOT Spotify is executing almost flawlessly in both music and podcasts while expanding to aufio books - capturing customer time and attention. Hard to see how $STORY defends share when listening hours are finite. Personal anecdote. I was a Storytel customer myself - great product. Switched fully to Spotify only - better podcast selection UX eg. Carplay and no room in my day for two audio subs. IMO thats the core risk here. Even with improving FCF and attractive valuation. $SPOT Q2:"
X Link @ValueByMarkus 2025-09-04T10:01Z 1523 followers, 1231 engagements

"Id lean towards $Harvia. A global leader in the sauna and spa industry from Finland world-class brand power. Strong production capabilities and broad distribution translate into a sustainable EBIT margin of 20%+ and a long growth runway especially in the US. After the recent correction in valuation the long-term outlook looks increasingly attractive while there might still be short-term uncertainty"
X Link @ValueByMarkus 2025-10-13T19:03Z 1521 followers, 1724 engagements

"Fascinating deep dive into $CHG - thanks for sharing The mini Berkshire with XX subsidiaries and platform structure is super intriguing. Niche software can be a goldmine. Im cautious about the dilution though. Excited to see where 2026 profitability lands - agree that XX% sounds way too optimistic"
X Link @ValueByMarkus 2025-08-01T12:23Z 1523 followers, XXX engagements

"Solid Q3 from $LVMH - we might have seen the luxury bottom. Organic revenue growth +1 % with improving trends across all segments and geographies except Europe (flat). Segment breakdown (organic YoY Q3): - Fashion & Leather Goods X % - Perfumes & Cosmetics +2 % - Watches & Jewelry +2 % - Wines & Spirits +1 % - Selective Retailing +7 % Selective Retailing (+7 %) is acting as a shock absorber showing that strong distribution & retail execution can offset softness in high-ticket luxury. Fashion & Leather Goods (-2 %) - highest-margin most critical business driven by Louis Vuitton. The trend is"
X Link @ValueByMarkus 2025-10-14T20:32Z 1532 followers, 10.5K engagements

"In the few weeks $LMND added two heavyweights to its board: CMO of $PYPL - Geoff Seeley VP of AI Products at $META - Prashant Ratanchandani The Meta VP isnt just another tech exec. At Meta he helped ship Llama one of the worlds most advanced open-source AI models. These capabilities could enhance Lemonades AI stack from AI Jim (claims) and AI Maya (sales) to the core underwriting models that decide pricing and risk in real time. Meanwhile the PayPal CMO comes from one of the few consumer fintechs that successfully scaled trust on a global level. Hes lived the challenge of convincing users to"
X Link @ValueByMarkus 2025-10-15T16:03Z 1532 followers, 22.6K engagements

"@ThomasWesterhol US hotels have a natural buffer from international volatility. Europe doesnt. $ABNB and $BKNG could shift market share / dynamics especially during soft tourism periods by changing the supply-demand equation and pricing power"
X Link @ValueByMarkus 2025-10-12T18:14Z 1501 followers, XXX engagements

"Personal take: Investor focus on business models and moats often overshadows the single biggest variable: the CEO / Management. Leadership quality is hard to quantify yet its often the difference between Alpha returns. Even in smaller Nordic companies Ive seen exceptional CEOs quietly compounding capital with discipline and integrity. I prefer founder-led businesses with real skin in the game though history shows its not always required for wonderful outcomes. Who are your favorite CEOs not mentioned here and do you see patterns in how they lead"
X Link @ValueByMarkus 2025-10-10T06:32Z 1531 followers, XXX engagements

"To put this in perspective $META is hiring single AI engineers with comp packages X B$. The scale mismatch is insane. Europe needs focused major bets not symbolic programs. Hard to build AI sovereignty when youre outspent + 100:1. Reuters:"
X Link @ValueByMarkus 2025-10-12T09:45Z 1502 followers, XXX engagements

"A few Nordic CEOs I personally admire with proven track records of building / scaling enduring businesses: @eldsjal $SPOT Founder-led scaled Spotify from Stockholm to global dominance. @klarnaseb $KLAR Disrupted payments disciplined growth with bold vision. Otto Pukk $INCAP Strong industrial execution compounding results over time. Tiina Alahuhta-Kasko $MEKKO Balancing growth brand and operational excellence. Torbjrn Magnusson $SAMPO Long-term value creation in Nordic insurance. @mikaelrautanen $INDERES Investor-understanding transparent and analytical. @Sugrorsmannen $TEQ value-driven growth"
X Link @ValueByMarkus 2025-10-10T07:01Z 1528 followers, XXX engagements

"Wonderful business with one of the deepest moats in luxury: brand pricing power exclusivity heritage. But with the new CMD guiding for only X% revenue CAGR even with margin upside the current valuation is hard to justify. Ill keep an eye on $RACE - would love to own it one day just not at this price"
X Link @ValueByMarkus 2025-10-09T18:53Z 1526 followers, 2524 engagements

"Microsofts 13B$ bet might be turning into a 150B$ stake. Reports (Financial Times) suggest Microsoft could end up owning XX% of OpenAI after the restructuring built on a total investment of just $13B. That would imply a 10x+ return on paper and one of the greatest strategic investments in tech history. And the real payoff is second-order: - Pulling enterprise AI workload into Azure - Embedding Copilot into the worlds largest software base - Repricing productivity software via AI subscriptions $MSFT"
X Link @ValueByMarkus 2025-10-14T16:09Z 1522 followers, 1190 engagements

"No crying in the casino. Great thread on the latest crypto liquidation. After months of everyone showing triple-digit YTD returns this kind of flush reminds you why risk management so crucial. The secret isnt finding the next 10x. Its avoiding the blow-up"
X Link @ValueByMarkus 2025-10-11T16:25Z 1523 followers, 16.1K engagements

"The market agrees shares up XX% as investors buy into the luxury rebound. The summer $LVMH entry looks decently-timed after I shared the thesis and even after the short-term rally Im still bullish. The long-term drivers and moat havent gone anywhere"
X Link @ValueByMarkus 2025-10-15T08:05Z 1532 followers, XXX engagements

"@Max_Schoon @HerrKamrer Agree the structural demand for luxury is intact and this could mark the return to sustained organic growth. $LVMH wide maison portfolio gives it both diversification and pricing power a unique moat across product categories and regions"
X Link @ValueByMarkus 2025-10-15T08:09Z 1528 followers, XX engagements

"@fiscal_ai $RACE surely is not be a traditional car company its a luxury brand and lifestyle play. Great business but the valuation feels still way stretched relative to future growth guidance"
X Link @ValueByMarkus 2025-10-12T16:23Z 1519 followers, 1034 engagements

"Mark Leonard resigns as President of Constellation Software due to health reasons. Mark Miller appointed successor. Leonard - one of the all-time greats in capital allocation. Built $CSU from scratch into a 60B$ vertical market software powerhouse. Truly exceptional. Wishing him a speedy recovery. Constellations model: acquire hundreds of small/medium niche software businesses. Run them for cash + reinvest into more acquisitions - compounding machine"
X Link @ValueByMarkus 2025-09-25T13:46Z 1502 followers, 2136 engagements

"Im sharing my first investment article on the Finnish forum Sijoitustieto - covering $LMND. Happy to hear your views and feedback - more articles to come in the future. Summary: I see $LMND as a high-risk high-beta investment case with its story centered on the companys ability to disrupt the traditional insurance market over the coming years. The numbers show early signs that the fundamentals are moving in the right direction. During H2 Ill be closely watching the development of IFP (in-force premium). As the business scales through growth investments I believe the company can reach positive"
X Link @ValueByMarkus 2025-10-13T09:07Z 1532 followers, 37.4K engagements

"@HerrKamrer IMO $LVMH confirmed it - the luxury turnaround is real. Growth broad-based across all divisions. Europe still soft but momentum in Asia and the US is back. The key: Fashion & Leather Goods profit engine should return to positive organic growth in Q4"
X Link @ValueByMarkus 2025-10-15T07:49Z 1531 followers, 1034 engagements