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govro12 posts on X about $ri, $rco, stocks, china the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence cryptocurrencies XXXXX% finance XXXX% countries XXX% technology brands XXXX% stocks XXXX% luxury brands XXXX% currencies XXXX% automotive brands XXXX%
Social topic influence $ri #2, $rco #1, stocks 3.45%, china 3.45%, india 3.45%, fiserve 1.72%, $tff 1.72%, $bf 1.72%, euro 1.72%, currency XXXX%
Top accounts mentioned or mentioned by @evfcfaddict @sutjesh @joinyellowbrick @shotchange @capitalatrisk23 @memyselfandi006 @berkelkip @cermrew @equitybaron @daviddiranko @gezzogero @sauvagesa97563 @augustusville @finphysnerd @davidkatunaric @aksel465 @dipinvest @richardwedekin1 @systvest @fwenen
Top assets mentioned Robotics Intelligence (RI) Bitforex Token (BF) Merit Circle (MC) Synopsys, Inc. (SNPS) MercadoLibre Inc (MELI) Amazon.com, Inc. (AMZN) Spotify Technology (SPOT) Wise (WISE)
Top posts by engagements in the last XX hours
"@JerryCap I am not too familiar with GPN but Fiserve's core operation is NOT Merchant solution but an entranched banking SAS play which represents XX% of profits - Fiserve is overly penalized by the current merchant solution high competition environment. Note also the operating margin"
X Link @govro12 2025-09-27T15:53Z 1092 followers, XXX engagements
"An update on $RI and $TFF and $BF"
X Link @govro12 2025-10-11T19:37Z 1091 followers, 1224 engagements
"Last time $RI was trading at 82EUR level was in 2014. In 2014 sales were 7.9B down X% from 2013 operating inc 2B EPS was XXXX trading at 22PE. Today 10.9B 2.9B operating 6.45EPS trading at 12PE. Fear of T1 -X% organic + EURO currency headwind + premium wine divesture"
X Link @govro12 2025-10-01T13:52Z 1091 followers, 2623 engagements
"These puppy $MC $RI should get a 'we have hit the bottom in Q2' rally IMO. Note that Champaign results were positive sequentially but cognac still struggling to not sure $RCO will join the party. $MC got good # on selective retailing +7%"
X Link @govro12 2025-10-14T16:50Z 1092 followers, 1885 engagements
"@TihoBrkan the super X : Novo Nordisk ASML LVMH Richemont SAP Schneider Electric and Ferrari"
X Link @govro12 2025-10-11T22:03Z 1092 followers, XXX engagements
"@RealMommsen @ObrenovicZeljko Focus on $RI right now. Acquisition of Courvoisier was ill time and risky. I would like mgt to digest their acquisition for 3-5 years. and see the results. 30xPE. Further to go imo"
X Link @govro12 2025-10-01T15:40Z 1090 followers, XXX engagements
"@capitalatrisk23 Best you to play this is via $adyen - worldline collapse is adyen lunch"
X Link @govro12 2025-09-21T20:39Z 1092 followers, XXX engagements
"@evfcfaddict Very sharp Andy. Totally agree. Today my average of XX stocks was -2.27%. $SNPS -X% since Trump is threatening SW restriction to China. $MELI $AMZN (high beta) -X% et.4.9%. $SPOT an Euronext was the only up stock. What was your worst and best today"
X Link @govro12 2025-10-11T15:03Z 1092 followers, 2281 engagements
"@Fwenen @memyselfandi006 Usa and india are the X largest market for Jameson - germany is struggling as you said - i have not seen any structural dcline in the data I went though in the last month except on specific brand like Mumm and Ricard and wine of course which got kick out (wine)"
X Link @govro12 2025-10-09T20:53Z 1092 followers, XX engagements
"@SauvageSa97563 I do like $RCO at this level but it is trading at 19x earnings $RI 12x and RI is much more diversified I can see a clear path to more growth if you Read my article - it is a no brainer for me I ll make money with pernod on top of XXX% div"
X Link @govro12 2025-10-10T11:29Z 1090 followers, XXX engagements
"New post data from XX annual reports on $RI please surf like me on a ocean of pessimism"
X Link @govro12 2025-10-09T15:31Z 1092 followers, 3039 engagements
"the good news is that after X horrible years in China for $RI with XX% and XX% decrease in 2023-24 and 2024-25 China represents just X% of sales while raising India is now XX% and USA 19%. Mostly cognac specific weakness"
X Link @govro12 2025-10-06T01:41Z 1090 followers, 1063 engagements
"@shot_change have you ever look at de longui $DLG in your home turf leader in xpresso machine seems not very expensive and good fcf yields and they bought la marzocco"
X Link @govro12 2025-07-21T16:22Z 1092 followers, 6730 engagements
"surveiller: Bombardier Air Canada et Dollarama"
X Link @govro12 2025-10-06T11:46Z 1088 followers, XXX engagements
"@capitalatrisk23 but then I would felt obliged to buy some stocks and would have loss euros signed by ex owner of fanuq harmonic drive KUKA hermle teradyne RIP"
X Link @govro12 2025-10-08T15:57Z 1092 followers, XXX engagements
"one of the best pitch (Ennismore) on $wise I have read for a long time. @memyselfandi006 check that out since I was too busy on $RI to dig further on $wise - they are some headwinds but this is well addressed by - 985pence today"
X Link @govro12 2025-10-11T15:30Z 1090 followers, 1522 engagements