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@stoic_alonso Avatar @stoic_alonso Alonso

Alonso posts on X about $ri, $deo, $bfb, china the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence stocks XXXXX% cryptocurrencies XXXXX% finance XXXXX% countries XXXX%

Social topic influence $ri #3, $deo #14, $bfb #1, china 3.92%, $puig 3.92%, $dge #2, a very 3.92%, ri 3.92%, $lvmh #9, $idt #1

Top accounts mentioned or mentioned by @carlosmoram @deepvalueco @benif_ch @pcebotte @moneyma13779821 @mojojono @gyromcduck @unusualwhales @maksimpm @altafoxcapital @ertazzina @benifch @sjoldvalueguy @trailrockcap @1_adoy @er_tazzina @zolos

Top assets mentioned Robotics Intelligence (RI) Diageo plc (DEO) Brown-Forman Corporation Class B (BF.B) Merit Circle (MC) Texas Roadhouse, Inc. (TXRH) Sweetgreen, Inc. (SG) Domino's Pizza Inc (DPZ) Chipotle Mexican Grill, Inc. (CMG) PancakeSwap (CAKE) Shakita Inu (SHAK) CAVA Group, Inc. (CAVA) Brinker International, Inc. (EAT) Wing Finance (WING) Starbucks Corporation (SBUX) McDonald's Corp (MCD) Western Union Co (WU) Remitly Global, Inc. Common Stock (RELY) Euronet Worldwide Inc (EEFT) Osisko Gold Royalties Ltd (OR) Inter Parfums Inc (IPAR) aelf (ELF) COTY INC (COTY) Elcoin (EL) Anheuser-Busch INBEV SA/NV (BUD)

Top Social Posts #

Top posts by engagements in the last XX hours

"The LVMH $MC Perfumes & Cosmetics division saw revenue growth acceleration in Q3 despite the continued weak China consumer environment. Excited to see what $PUIG reports at the end of this month and if the JP Morgan report TP still holds true after the release"
X Link @stoic_alonso 2025-10-15T14:52Z XXX followers, XX engagements

"Q3 2025 Earnings season in the Restaurant industry is expected to be a continuation of what have been seeing in 2025. Marginal improvements could happen but overall the red should continue to dominate in our heatmap. $DPZ $TXRH $SG $SHAK $PTLO $PZZA $WING $JACK $CMG $CAKE $MTY.TO $EAT $GTIM $CAVA $MCD $SBUX"
X Link @stoic_alonso 2025-10-12T17:53Z XXX followers, 1175 engagements

"Meanwhile this is what the latest survey that got cited in Reuters today has to say about the topic: $DEO $DGE $RI $BF.B"
X Link @stoic_alonso 2025-10-07T13:20Z XXX followers, XXX engagements

"@Moneyma13779821 @deepvalueco 😂Haha you have a point there I found that excuse funny too. That said I think the ROCE decline of $MTY started in 2016 with the Kahala acquisition when Stanley still was the CEO. Under Eric the ROCE still got a little worse"
X Link @stoic_alonso 2025-10-15T01:52Z XXX followers, X engagements

"$TFF $TFF.PA is now more than XX% since the time when we published our bear views. We will revisit the thesis in the next weeks. The drop in the last days was very large"
X Link @stoic_alonso 2025-07-11T14:12Z XXX followers, 1327 engagements

"Pernod Ricard $RI reacted positively to the earnings release despite reporting negative growth and a very weak short-term outlook in the EC: - Ambition is to defend margin to the fullest extent possible: Inflationary COGS ( young whiskies booked at higher costs) & Negative mix (U.S. & China under pressure) - Very strong declines expected in Q1 FY26 vs Q4 FY25 in China India and the Cognac category - FY26 = transition year: not growth-heavy upfront but promised better H2. This contrasts with the growth from $CPR.MI in the last quarter"
X Link @stoic_alonso 2025-08-28T14:06Z XXX followers, XXX engagements

"@deepvalueco I'll be shocked if we do not see M&A over the NTM. Despite the debt this business generates a very healthy and predictable amount of cash every Q"
X Link @stoic_alonso 2025-10-10T20:27Z XXX followers, XX engagements

"TFF Group a barrel supplier of $DEO $RI $LVMH $CPR.MI $RCO $BF.B just reported that their order intake this quarter in Alcohol was down -40%. Not the news that anyone invested in this companies would like to see as this is representative of their sales forecast & inventories"
X Link @stoic_alonso 2025-09-09T19:20Z XXX followers, 2725 engagements

"The monthly $IDT NRS report is out: 📟 Net terminal chg: +300 🏪 Net store chg: +200 📈 SSS: XXX% NRS stores are back to outperforming US retail despite the immigration rumblings"
X Link @stoic_alonso 2025-10-06T21:22Z XXX followers, XXX engagements

"It feels like the money remittance industry is subject to constant "transitory" tailwinds that the market does not take seriously and keeps awarding its players with low multiples $WU $RELY $IMXI $EEFT $IDT"
X Link @stoic_alonso 2025-10-05T16:12Z XXX followers, 1075 engagements

"The market offering $DEO $DGE $RI $BF.B at PER XX means their long-term growth is under question. Their executives remain in denial this is what Diageo's interim CEO Nik Jhangiani had to say in September about the new market trends"
X Link @stoic_alonso 2025-10-07T13:20Z XXX followers, 1288 engagements

"$PUIG Puig's LfL growth has shown greater strength than its peers in the last X quarters. This is a combination of: - Brand strength - Lack of geographic exposure to Asia - Right category mix for long-term beauty category outperformance $OR $IPAR $ELF $EL $COTY $LVMH"
X Link @stoic_alonso 2025-09-25T18:12Z XXX followers, 1628 engagements

"This is clear by now. Tomorrow at Moram we will publish about one of the industries that is capturing the money the consumer no longer spends on alcohol. $RI $DEO $BF.B $BUD"
X Link @stoic_alonso 2025-09-06T01:11Z XXX followers, 1036 engagements