# ![@Benz19142 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1658053411755945986.png) @Benz19142 Benz DGI

Benz DGI posts on X about $hims, $cart, $nvo, $lmnd the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1658053411755945986/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1658053411755945986/c:line/m:interactions.svg)

- [--] Week [-------] +1,196%
- [--] Month [-------] +4,491%
- [--] Months [-------] +937%
- [--] Year [-------] +2,301%

### Mentions: [--] [#](/creator/twitter::1658053411755945986/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1658053411755945986/c:line/m:posts_active.svg)

- [--] Week [--] +269%
- [--] Month [--] +425%
- [--] Months [---] +156%
- [--] Year [---] -7.50%

### Followers: [---] [#](/creator/twitter::1658053411755945986/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1658053411755945986/c:line/m:followers.svg)

- [--] Week [---] +1%
- [--] Month [---] +7.60%
- [--] Months [---] +86%
- [--] Year [---] +551%

### CreatorRank: [---------] [#](/creator/twitter::1658053411755945986/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1658053411755945986/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [automotive brands](/list/automotive-brands)  [fashion brands](/list/fashion-brands)  [travel destinations](/list/travel-destinations)  [social networks](/list/social-networks)  [exchanges](/list/exchanges) 

**Social topic influence**
[$hims](/topic/$hims), [$cart](/topic/$cart) #26, [$nvo](/topic/$nvo), [$lmnd](/topic/$lmnd), [$wrd](/topic/$wrd), [cart](/topic/cart), [$pltr](/topic/$pltr) #799, [ai](/topic/ai), [$amzn](/topic/$amzn), [$soun](/topic/$soun)

**Top accounts mentioned or mentioned by**
[@alc2022](/creator/undefined) [@bjmtweets](/creator/undefined) [@buyandhold2015](/creator/undefined) [@siemprepulpo](/creator/undefined) [@michaelzero10](/creator/undefined) [@bastianellilore](/creator/undefined) [@shopify](/creator/undefined) [@cmdarnton0](/creator/undefined) [@etsy](/creator/undefined) [@wayfair](/creator/undefined) [@ft](/creator/undefined) [@leonelissen](/creator/undefined) [@biblioinversor](/creator/undefined) [@ghanwin](/creator/undefined) [@benzdginovonordiskestimacic3b3ndeltam85067f3ba63a](/creator/undefined) [@mdbbolsa](/creator/undefined) [@askjussi](/creator/undefined) [@lemonadeinc](/creator/undefined) [@bourboncap](/creator/undefined) [@jakebrowatzke](/creator/undefined)

**Top assets mentioned**
[Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Maplebear Inc. (CART)](/topic/$cart) [Novo-Nordisk (NVO)](/topic/$nvo) [Lemonade, Inc. (LMND)](/topic/$lmnd) [WeRide Inc. (WRD)](/topic/$wrd) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [SoundHound AI, Inc. Class A Common Stock (SOUN)](/topic/$soun) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Shopify Inc (SHOP)](/topic/$shop) [OpenServ (SERV)](/topic/$serv) [Tesla, Inc. (TSLA)](/topic/$tsla) [Metadium (META)](/topic/$meta) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Eli Lilly and Company (LLY)](/topic/$lly) [Advanced Micro Devices (AMD)](/topic/$amd) [The Root Network (ROOT)](/topic/$root) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Nike Inc (NKE)](/topic/nike) [Teladoc Health, Inc. (TDOC)](/topic/$tdoc) [Starbucks Corporation (SBUX)](/topic/$sbux) [Microsoft Corp. (MSFT)](/topic/$msft) [Progressive Corp (PGR)](/topic/$pgr) [XRP (XRP)](/topic/xrp) [Colgate-Palmolive Company (CL)](/topic/$cl) [Rexford Industrial Realty, Inc. (REXR)](/topic/$rexr) [Crown Castle Inc (CCI)](/topic/$cci) [Goldman Sachs (GS)](/topic/goldman-sachs) [Tractor Supply Co (TSCO)](/topic/$tsco) [Toast, Inc. (TOST)](/topic/$tost) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Netflix Inc (NFLX)](/topic/$nflx) [Apple, Inc. (AAPL)](/topic/$aapl) [Spotify Technology (SPOT)](/topic/$spot)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Movimientos en la cartera de Fundsmith de Terry Smith en el 4T [----]. Compra Clorox $CLX"  
[X Link](https://x.com/Benz19142/status/1760634121645125884)  2024-02-22T11:54Z [--] followers, [--] engagements


"$REXR Michael Frankel co-director ejecutivo: Desde nuestra oferta pblica hace [--] aos hemos generado un crecimiento promedio de FFO o ganancias por accin de alrededor del 15% anual"  
[X Link](https://x.com/Benz19142/status/1762186033133765081)  2024-02-26T18:41Z [--] followers, [--] engagements


"Rexford $REXR mantuvo una ocupacin media de sus propiedades superior al 97% en 2023"  
[X Link](https://x.com/Benz19142/status/1762187070418665569)  2024-02-26T18:45Z [--] followers, [--] engagements


"Rexford $REXR aumenta su dividendo un 10%"  
[X Link](https://x.com/Benz_compound/status/1762192147598483740)  2024-02-26T19:05Z [---] followers, [----] engagements


"Rexford $REXR Al final del 4T las vacantes eran aproximadamente el 25%"  
[X Link](https://x.com/Benz_compound/status/1762435148967035104)  2024-02-27T11:10Z [---] followers, [--] engagements


"La empresa se beneficia de vientos de cola a corto plazo. Los conflictos en Oriente ha dezplazo parte del comercio a la costa oeste de EEUU. Incremento de la actividad portuaria en un 22% mientras los puertos de la costa este han disminuido su actividad"  
[X Link](https://x.com/Benz19142/status/1762435151093502406)  2024-02-27T11:10Z [--] followers, [--] engagements


"La genialidad de los REITs es que convierten los ladrillos y el cemento en activos lquidos"  
[X Link](https://x.com/Benz19142/status/1762439201700675993)  2024-02-27T11:27Z [--] followers, [--] engagements


"Lo que realmente me preocupa y es el principal motivo de mi salida de esta compaa son las ventas. Estn prcticamente planas. Y no visualizo mucha habitacin para correra lgo imprescindible para obtener altas rentabilidades"  
[X Link](https://x.com/Benz19142/status/1763616879136968968)  2024-03-01T17:26Z [--] followers, [--] engagements


"A pesar del crecimiento de los servicios y de nuevos lanzamientos como las gafas Vision Pro el tamao de la compaa no invita a grandes crecimientos"  
[X Link](https://x.com/Benz19142/status/1763616881934528865)  2024-03-01T17:26Z [--] followers, [--] engagements


"Los weareables han decrecido un 11% en el ltimo trimestre esperaba ms en este segmento"  
[X Link](https://x.com/Benz19142/status/1763616884576956752)  2024-03-01T17:26Z [--] followers, [--] engagements


"La vivienda en EEUU tiene un mercado de 40T$. Los REITs que operan en este sector poseen slo el 2% del mercado. Hay habitacin para correr. #REIT"  
[X Link](https://x.com/Benz19142/status/1764734243131797808)  2024-03-04T19:26Z [--] followers, [--] engagements


"El crecimiento del e-commerce es una tendencia estructural de las economas. La cual implica vientos de cola para #REITs industriales"  
[X Link](https://x.com/Benz_compound/status/1764956933990068292)  2024-03-05T10:11Z [---] followers, [--] engagements


"@BuyAndHold2015 Cierto. En mi caso si la compaa vuelve a doblar su precio por accin algo que pienso que es bastante probable pasaria a ser [--] bagger. Como bien dices con el tiempo se vuelve ms fcil y rpido"  
[X Link](https://x.com/Benz19142/status/1765045514796429611)  2024-03-05T16:03Z [--] followers, [--] engagements


"De forma general la venta online minorista requiera de [--] veces ms de espacio logstico que la venta fsica. Adems estos almacenes deben estar lo ms cercano posible a los consumidores para poder ofrecerles un servicio de entrega rpida. Vientos de cola para Rexford $REXR"  
[X Link](https://x.com/Benz19142/status/1765271308785312109)  2024-03-06T07:00Z [--] followers, [--] engagements


"Rexford $REXR tiene un Mark to Market del 56% segn su CEO en la carta de resultados del 3T23. Si sus alquileres se renuevan cada [--] aos de media quiere decir que el 15% de su portafolio se renueva cada ao"  
[X Link](https://x.com/Benz19142/status/1765731216337055966)  2024-03-07T13:28Z [--] followers, [--] engagements


"$NVO Vientos de cola: Se espera que la poblacin con diabetes aumente un 46% para [----] y la poblacin obesa aumente un 60% para 2035"  
[X Link](https://x.com/Benz19142/status/1765764626464038972)  2024-03-07T15:41Z [--] followers, [--] engagements


"He ampliado mi posicin en $URI"  
[X Link](https://x.com/Benz19142/status/1766194470402322598)  2024-03-08T20:09Z [--] followers, [--] engagements


"@BuyAndHold2015 @FT No veo el momento ni la forma en que esta tendencia se revierta. La obesidad diabetes y enfermedades cardiovasculares van de la mano. El mercado es inmenso. Tambin busco que otros sectores pueden beneficiarse de esta tendencia. Nike"  
[X Link](https://x.com/Benz19142/status/1766907381915463740)  2024-03-10T19:22Z [--] followers, [--] engagements


"@BuyAndHold2015 @FT Eso esta muy lejos de realidad. El tratamiento de Novo reducen entre un 6% y un 12% en las primeras [--] semanas. Pero tiene rendimientos de decrecientes. No pueden dejar a una persona de 120kg en 70kg"  
[X Link](https://x.com/Benz19142/status/1766926478782988660)  2024-03-10T20:37Z [--] followers, [--] engagements


"@LeoNelissen La FED tendr que posponer el recorte de tipos de inters. Cada en los REITs. Mejores precios de compra durante un trimestre ms"  
[X Link](https://x.com/Benz19142/status/1767542469149757597)  2024-03-12T13:25Z [--] followers, [--] engagements


"@DividendGrowth Buen articulo. El dividendo a parte de rentabilidad es informacin para los inversores y gua para que los directivos slo hagan cosas con sentido"  
[X Link](https://x.com/Benz19142/status/1767893257265066314)  2024-03-13T12:39Z [--] followers, [--] engagements


"Nueva adquisicin $VICI"  
[X Link](https://x.com/Benz19142/status/1767951095236604304)  2024-03-13T16:29Z [--] followers, [--] engagements


"Adquisiciones y acuerdos de $VICI en 2023"  
[X Link](https://x.com/Benz19142/status/1768015486959108180)  2024-03-13T20:45Z [--] followers, [--] engagements


"Nike $NKE Las marcas favoritas de los consumidores americanos"  
[X Link](https://x.com/Benz19142/status/1768579021283967257)  2024-03-15T10:04Z [--] followers, [--] engagements


"El nmero de torres aument de [--] [---] en [----] a [--] [---] en [----]. A partir de ah el nmero aument gradualmente hasta que en [----] el nmero de torres se estabili en alrededor de [-------]. Todos los jugadores han experimentado un estancamiento en este sentido. $AMT $CCI $SBAC"  
[X Link](https://x.com/Benz19142/status/1769267293429567646)  2024-03-17T07:39Z [--] followers, [--] engagements


"Tony Melone Interim Chief Executive Officer $CCI En mis ms de [--] aos de experiencia en la industria inalmbrica he visto crecer enormemente el negocio de las torres particularmente durante los perodos de renovaciones generacionales"  
[X Link](https://x.com/Benz19142/status/1769669595059605988)  2024-03-18T10:18Z [--] followers, [--] engagements


"La cobertura y la capacidad de la nueva tecnologa 4G y el nuevo espectro correspondiente en el que se implement no fueron suficientes para cumplir con los niveles de rendimiento prometidos para esa tecnologa"  
[X Link](https://x.com/Benz19142/status/1769669600893862379)  2024-03-18T10:18Z [--] followers, [--] engagements


"Esto fue especialmente cierto en Cell EDGE y result en una mayor densificacin con el tiempo. Creo que una dinmica similar est en juego con 5G"  
[X Link](https://x.com/Benz19142/status/1769669604480032873)  2024-03-18T10:18Z [--] followers, [--] engagements


"La densificacin restante necesaria para cumplir la promesa del rendimiento 5G impulsar no solo un crecimiento slido de las torres sino tambin una demanda significativa de celdas pequeas"  
[X Link](https://x.com/Benz19142/status/1769669607776784778)  2024-03-18T10:18Z [--] followers, [--] engagements


"Rebajas en REITs por ms tiempo June rate cut now at less than 50% chance as [--] year and [--] year yields reach highest rates since early December. #cre #retwit #crex #FederalReserve https://t.co/v1XQ5Cig5Z June rate cut now at less than 50% chance as [--] year and [--] year yields reach highest rates since early December. #cre #retwit #crex #FederalReserve https://t.co/v1XQ5Cig5Z"  
[X Link](https://x.com/Benz19142/status/1770070059395723334)  2024-03-19T12:49Z [--] followers, [--] engagements


"Realty Income $O Estima un mercado para los Net Lease de 14T$ entre EEUU y Europa. $O tiene una capitalizacin de mercado de 45B$. La habitacin para correr es grandsima. #REIT #retwit #reitalk"  
[X Link](https://x.com/Benz19142/status/1770337202137924056)  2024-03-20T06:30Z [--] followers, [--] engagements


"La tasa de inflacin se mantiene superior al 3%. Difcil ver bajar los tipos de inters a corto plazo. Esto significa rebajas en los REITs durante ms tiempo. En diciembre se prevea una bajada de tipos y los REITs experimentaron un rally. Sigo acumulando REITs #reit #retwit"  
[X Link](https://x.com/Benz19142/status/1770739113848688727)  2024-03-21T09:07Z [--] followers, [--] engagements


"@EloySnowball @InformaticoDGI La crisis financiera se [----] fue por un problema de deuda. Las compaas con buena salud financiera salieron beneficiadas. Esto es otra cosa. Tendencia estructural hacia el comercio electrnico"  
[X Link](https://x.com/Benz19142/status/1770882426069189014)  2024-03-21T18:37Z [--] followers, [--] engagements


"Nike $NKE Lo ms positivo de los resultados son que las ventas de zapatillas en EEUU vuelven a crecer despus de dos trimestres negativos. Las ventas en China Asia y Amrica Latina se ralentizan a crecimientos de un dgito"  
[X Link](https://x.com/Benz19142/status/1771526362001539517)  2024-03-23T13:16Z [--] followers, [--] engagements


"BUUK es una subsidiaria de BIP en UK la cual presenta una contabilidad agresiva debido a que contabiliza como ingresos las contribuciones a Capex de los clientes"  
[X Link](https://x.com/Benz19142/status/1772550641107316825)  2024-03-26T09:06Z [--] followers, [--] engagements


"Segn Moodys esta prctica contable slo sirve para engordar los FFO"  
[X Link](https://x.com/Benz19142/status/1772550827799953837)  2024-03-26T09:07Z [--] followers, [--] engagements


"BIP utiliza esta mtrica para dirigirse a los inversores"  
[X Link](https://x.com/Benz19142/status/1772551057798832341)  2024-03-26T09:07Z [--] followers, [--] engagements


"Segn Realty Income $O el mercado potencial en el que desarrolla su actividad tiene un tamao de 54T$ slo en EEUU y de 85T$ en Europa"  
[X Link](https://x.com/Benz19142/status/1772629074629792136)  2024-03-26T14:17Z [--] followers, [--] engagements


"@poladea Hola Daniel gracias por avisar. Desde mi iPad puedo abrir el enlace tanto en la web como en el tuit siguiente. Sin embargo desde mi smartphone Samsung no puedo abrir ninguno de los dos. Lo voy a intentar subir en pdf"  
[X Link](https://x.com/Benz19142/status/1772915653529280831)  2024-03-27T09:16Z [--] followers, [--] engagements


"Sigo ampliando $VICI Expectativa [----] AFFO 222-224$ Crecimiento en el AFFO del 4% + 5% en dividendos = 9% retorno Con la opcionalidad de la bajada de los tipos de inters VICI supone un 10% de mi cartera"  
[X Link](https://x.com/Benz19142/status/1773041604741226995)  2024-03-27T17:37Z [--] followers, [--] engagements


"@BiblioInversor Escrib hace poco sobre ello. En mi opinin lo que ocurre es la llamada teora de los rendimientos decrecientes. Cuando limitas el capital a invertir p.e. a travs de los dividendos acabas desarrollando mayores ROIs"  
[X Link](https://x.com/Benz19142/status/1773056464019439617)  2024-03-27T18:36Z [--] followers, [--] engagements


"Home Depot $HD anuncia un acuerdo para adquirir SRS Distributions. SRS Distributions es un especialista en distribucin de materiales de construccin para profesionales de la construccin de casas exteriores y piscinas"  
[X Link](https://x.com/Benz19142/status/1773628912255312177)  2024-03-29T08:30Z [--] followers, [--] engagements


"Rexford $REXR compra [--] propiedades de Blackstone $BX por 1B$. El precio del pie cuadrado es de 332$. Alquiladas en un 98%. Rentabilidad inicial no apalancada del 5% y del 57% una vez estabilizada. Este 1B$ se ha financiado con bonos convertibles al 43%"  
[X Link](https://x.com/Benz19142/status/1773664275065704579)  2024-03-29T10:51Z [--] followers, [--] engagements


"44B$ es el mercado potencial de EEUU para el tratamiento de la obesidad. Goldman Sachs estima un mercado 100B$ a nivel mundial para 2030"  
[X Link](https://x.com/Benz19142/status/1774479019561340948)  2024-03-31T16:49Z [--] followers, [--] engagements


"Warren Buffett: Ser temerosos cuando el mercado es codicioso El precio de las acciones de $ZM alcanzaron los 559$ en octubre de [----] cuando ese mismo ao la compaa declar un beneficio por accin de 009$. PE 2020= [----] Las acciones han cado desde entonces un 88%"  
[X Link](https://x.com/Benz19142/status/1775441013529530599)  2024-04-03T08:31Z [--] followers, [--] engagements


"Ayer cree posicin en $O y $AHH Oficinas y retail lo que nadie quiere"  
[X Link](https://x.com/Benz19142/status/1775453030088905015)  2024-04-03T09:19Z [--] followers, [--] engagements


"Top compras y ventas de REITs clasificados por retorno total estimado por Citi Research. $VICI y $AMT tops en mi cartera"  
[X Link](https://x.com/Benz19142/status/1776303597002588611)  2024-04-05T17:39Z [--] followers, [--] engagements


"Top [--] aristcratas del dividendo ordenados por rpd. Llevo $O #dividends #DGI #fintwit"  
[X Link](https://x.com/Benz19142/status/1776307610586693709)  2024-04-05T17:55Z [--] followers, [--] engagements


"$O es el aristcrata con mayor upside"  
[X Link](https://x.com/Benz19142/status/1776308144056008835)  2024-04-05T17:57Z [--] followers, [--] engagements


"@jaden_beange $O lo veo infravalorado actualmente. Valorado [--] veces el FFO. Espero retornos de doble dgitos. 6% dividendo + 4% crecimiento del FFO Con la opcionalidad de la bajada de los tipos de inters"  
[X Link](https://x.com/Benz19142/status/1776715148121526588)  2024-04-06T20:54Z [--] followers, [--] engagements


"@BiblioInversor @GutierrezCap_ Te refieres a la colectividad premium de 999/mes"  
[X Link](https://x.com/Benz19142/status/1777422768285397504)  2024-04-08T19:46Z [--] followers, [--] engagements


"@MichaelWil20607 @AJButton2 @Alphanso_AI La venta de la Vision Pro de Apple es lo que menos me preocupara como inversor. Las ventas de iPhone en China han estado cayendo ms de un 20% durante los primeros meses del ao"  
[X Link](https://x.com/Benz19142/status/1777555689981772070)  2024-04-09T04:34Z [--] followers, [--] engagements


"@mistressdivy $VICI es una de mis posiciones principales. Buen momento para ampliar"  
[X Link](https://x.com/Benz19142/status/1777676711217217775)  2024-04-09T12:35Z [--] followers, [---] engagements


"@GhanWin Totalmente. A este precio ofrece rentabilidad de doble dgito. FCO = 350m$ Market cap = 2.5B$ Rentabilidad = 14%"  
[X Link](https://x.com/Benz19142/status/1777771282551250966)  2024-04-09T18:51Z [--] followers, [--] engagements


"@GhanWin Segn 4Q23 va haber recortes de gastos para mejorar mrgenes. Expectativas del FCO [----] en 400M$. Por lo que ofrece una valoracin de [--] veces el FCO 2024"  
[X Link](https://x.com/Benz19142/status/1777771953933189310)  2024-04-09T18:53Z [--] followers, [--] engagements


"@oxigenofin Los costes de cambio son muy bajos. En mi entorno hay personas en la versin de pago ChatGTP [--]. Esas personas ya no usan el buscador de Google. Le que Google est preparado con su propio chat de IA pero no lo lanza por su dificultad de monetizar al nivel del buscador"  
[X Link](https://x.com/Benz19142/status/1777965175892553957)  2024-04-10T07:41Z [--] followers, [--] engagements


"@LeoNelissen En principio la inflacin no debe ser un problema para los REIT ya que el valor de los inmuebles y las rentas estn indexados a ella. La subida de tipos de inters si afecta directamente en su FFO. No creo que haya nuevas subidas de tipos"  
[X Link](https://x.com/Benz19142/status/1778145255809859984)  2024-04-10T19:37Z [--] followers, [--] engagements


"He escrito un post estimando el TAM para Novo Nordisk $NVO para [----]. Lo cierto es que a una valoracin de mercado de 550B$ me crea dudas de que pueda seguir revalorizandose. https://medium.com/@benz_dgi/novo-nordisk-estimaci%C3%B3n-del-tam-85067f3ba63a https://medium.com/@benz_dgi/novo-nordisk-estimaci%C3%B3n-del-tam-85067f3ba63a"  
[X Link](https://x.com/Benz19142/status/1778525178525548886)  2024-04-11T20:47Z [--] followers, [--] engagements


"Nike $NKE Previsiones de ingresos y flujos de caja para un crecimiento del 6%. Actualmente Nike tiene una capitalizacin de mercado de 130B$"  
[X Link](https://x.com/Benz19142/status/1778716476473491622)  2024-04-12T09:27Z [--] followers, [--] engagements


"Apple $AAPL es la compaa que ms cuota de mercado pierde. Las entregas de iPhones caen un 9% en el 1T"  
[X Link](https://x.com/Benz19142/status/1779788903441911824)  2024-04-15T08:28Z [--] followers, [--] engagements


"NIKE $NKE ms de [--] aos con el 34% de la cuota de mente. Favorite apparel brands among teens - $LULU is in the top [--]. https://t.co/Q5xwZJzm5s Favorite apparel brands among teens - $LULU is in the top [--]. https://t.co/Q5xwZJzm5s"  
[X Link](https://x.com/Benz19142/status/1780497259505021193)  2024-04-17T07:23Z [--] followers, [--] engagements


"@MDBBolsa @WorldStockss Estimo un TAM para el GLP-1 de ms de 500B$. En [----] $NVO obtuvo unas ventas de 18B$ por este concepto con el 70% de la cuota del mercado. https://medium.com/@benz_dgi/novo-nordisk-estimaci%C3%B3n-del-tam-85067f3ba63a https://medium.com/@benz_dgi/novo-nordisk-estimaci%C3%B3n-del-tam-85067f3ba63a"  
[X Link](https://x.com/Benz19142/status/1780548719584108792)  2024-04-17T10:47Z [--] followers, [---] engagements


"$CCI Crown Castle mantiene su previsin de decreciendo para 2024"  
[X Link](https://x.com/Benz_G_24/status/1780830360093213084)  2024-04-18T05:26Z [---] followers, [--] engagements


"A principio de marzo de [----] decid deshacerme de toda mi posicin en Apple $AAPL Aqu explico por qu"  
[X Link](https://x.com/Benz19142/status/1780857149310038501)  2024-04-18T07:13Z [--] followers, [--] engagements


"$REXR Rexford Industrial Muy buenos resultados en el 1Q24 e incremento del guidance inicial para [----]. El crecimiento del NOI debe seguir creciendo en los prximos aos segn mis previsiones. Mark to market del 50%"  
[X Link](https://x.com/Benz_compound/status/1780964979908215095)  2024-04-18T14:21Z [---] followers, [--] engagements


"Blackstone $BX est pagando primas del 25% por REITs residenciales. Segn ellos el sector est tocando fondo y es momento de ir sembrando semillas"  
[X Link](https://x.com/Benz19142/status/1781350977867481437)  2024-04-19T15:55Z [--] followers, [--] engagements


"@iancassel Blackstone $BX tambin habla en su 1Q24 de comprar los activos correctos en el momento correcto"  
[X Link](https://x.com/Benz19142/status/1781381752440725938)  2024-04-19T17:58Z [--] followers, [--] engagements


"@Jlfresneda Totalmente. Blackstone $BX afirma que el sector #REIT est deprimido y es momento de ir sembrando https://medium.com/@benz_dgi/es-tiempo-de-ir-sembrando-seg%C3%BAn-blackstone-55aed58f1f51 https://medium.com/@benz_dgi/es-tiempo-de-ir-sembrando-seg%C3%BAn-blackstone-55aed58f1f51"  
[X Link](https://x.com/Benz19142/status/1781388990429442476)  2024-04-19T18:26Z [--] followers, [--] engagements


"American Tower $AMT Crecimiento anual compuesto desde 2014: AFFO: 10% Dividendo: 1948% Hoy est valorada en [--] P/AFFO"  
[X Link](https://x.com/Benz19142/status/1782371504635687148)  2024-04-22T11:30Z [--] followers, [--] engagements


"La energa consumida por un nico Bitcoin $BTC equivale a [-------] transacciones con VISA $V The cost to complete a #Bitcoin transaction is now $128 and it takes a half hour to process. This is another reason why Bitcoin can't function as a digital currency. The cost to actually use Bitcoin as a currency is prohibitively high for almost all transactions. It's a failure. The cost to complete a #Bitcoin transaction is now $128 and it takes a half hour to process. This is another reason why Bitcoin can't function as a digital currency. The cost to actually use Bitcoin as a currency is prohibitively"  
[X Link](https://x.com/Benz19142/status/1782635231163400391)  2024-04-23T04:58Z [--] followers, [--] engagements


"Como contraargumento de Very Bad News For Realty Income de @askjussi Explico en el siguiente artculo por qu pienso que el tamao es una ventaja competitiva"  
[X Link](https://x.com/Benz19142/status/1782778144811888790)  2024-04-23T14:26Z [--] followers, [--] engagements


"@askjussi $REXR puede incrementar su NOI un 50% sin tener que invertir un $. Por lo tanto tiene una valoracin P/FFO FW de [--] aproximadamente. Su concentracin en California es una ventaja desde mi punto de vista es la quinta mayor economa del mundo con inelstica oferta"  
[X Link](https://x.com/Benz19142/status/1783363356440539277)  2024-04-25T05:12Z [--] followers, [--] engagements


"Primero fue Amazon $AMZN y ahora UnitedHealth $UNH cierra su servicio de telesalud. Es difcil competir con $TDOC"  
[X Link](https://x.com/Benz19142/status/1783416235478183954)  2024-04-25T08:42Z [--] followers, [--] engagements


"Amazon contrat los servicios de Teladoc es probable que UnitedHealth acabe siendo cliente tambin ya que declaran que seguirn proveyendo servicios de telesalud a travs de proveedores"  
[X Link](https://x.com/Benz19142/status/1783416243992617464)  2024-04-25T08:42Z [--] followers, [--] engagements


"$NVO Abren investigacin a Novo por los altos precios de sus productos"  
[X Link](https://x.com/Benz19142/status/1783418710151021035)  2024-04-25T08:52Z [--] followers, [--] engagements


"$NVO 36M de pacientes podran ser cubiertos por Medicare"  
[X Link](https://x.com/Benz19142/status/1783424475238682979)  2024-04-25T09:15Z [--] followers, [--] engagements


"Buenos resultados de Tractor Supply $TSCO +10% EPS [--] nuevas aperturas para 2024"  
[X Link](https://x.com/Benz19142/status/1783500849815171175)  2024-04-25T14:18Z [---] followers, [--] engagements


"La compaa estima un TAM de 180B$. $TSCO alcanz unas ventas de 14B$. Por lo tanto queda habitacin para correr ya que cuenta con una cuota de mercado inferior al 10%"  
[X Link](https://x.com/Benz19142/status/1783504163806064809)  2024-04-25T14:31Z [--] followers, [--] engagements


"$AMT Crecimiento del 10% del AFFO Mejora Outlook de 2024"  
[X Link](https://x.com/Benz19142/status/1785319733715255667)  2024-04-30T14:46Z [--] followers, [--] engagements


"La cada de las ventas en China es de doble dgito $SBUX"  
[X Link](https://x.com/Benz19142/status/1785555995499823507)  2024-05-01T06:24Z [--] followers, [--] engagements


"@MDBBolsa Tras la cada queda valorada a [--] veces el beneficio previsto para [----]. Creo que es a lo que cotiza el ndice SP500. El mercado le ha quitado la prima de cotizacin que le da a los negocios de mayor calidad. Si las cosas se ponen feas para el negocio deben haber ms cadas"  
[X Link](https://x.com/Benz19142/status/1785727895349969297)  2024-05-01T17:48Z [--] followers, [--] engagements


"$AMT Raymond James aumenta el precio objetivo para American Towers a 248$"  
[X Link](https://x.com/Benz19142/status/1785729679808143767)  2024-05-01T17:55Z [--] followers, [--] engagements


"$SBUX Tesis bajista de Starbucks"  
[X Link](https://x.com/Benz19142/status/1785798997178724388)  2024-05-01T22:30Z [--] followers, [---] engagements


"@Caesar__Capital Buen artculo. La ventaja competitiva de YouTube es increble. Sin embargo la rama de las bsquedas me crea mucha incertidumbre. Conozco el caso de personas con ChatGTP-4 de pago para los que el buscador de Google es algo del pasado"  
[X Link](https://x.com/Benz19142/status/1785939094528294983)  2024-05-02T07:47Z [--] followers, [--] engagements


"$VICI 1Q2024"  
[X Link](https://x.com/Benz19142/status/1785943867876921638)  2024-05-02T08:06Z [--] followers, [---] engagements


"$NVO Mi primera posicin"  
[X Link](https://x.com/Benz19142/status/1785946465900097997)  2024-05-02T08:16Z [--] followers, [---] engagements


"$NVO La cada en los precios era slo cuestin de tiempo. Un tratamiento de Wegovy en EEUU vale 1300$ al mes"  
[X Link](https://x.com/Benz19142/status/1786076153767149945)  2024-05-02T16:51Z [--] followers, [--] engagements


"$NVO estima que en [----] habrn [---] millones de personas con diabetes"  
[X Link](https://x.com/Benz19142/status/1786083159655747948)  2024-05-02T17:19Z [--] followers, [---] engagements


"@SiemprePulpo La patente de Ozempic puede ser descatalogada"  
[X Link](https://x.com/Benz19142/status/1787078834329632893)  2024-05-05T11:16Z [--] followers, [--] engagements


"Entro en Ford $F a 124$ por accin. Slo el negocio de Ford Pro vale el doble que toda la capitalizacin actual de la compaa. Pienso que Ford est creando un fuerte Moat en esta rama difcil de replicar"  
[X Link](https://x.com/Benz19142/status/1787901110545514512)  2024-05-07T17:43Z [--] followers, [--] engagements


"Ford $F es un claro jugador en la transicin elctrica"  
[X Link](https://x.com/Benz19142/status/1788224899405828420)  2024-05-08T15:10Z [--] followers, [--] engagements


"Bank of America aumenta las previsiones de las ventas de Wegovy de 88B$ a 95B$ debido a que las prescripciones mdicas semanales que aumentaron hasta las [-------]. Estima un crecimiento del 34% del EBIT $NVO"  
[X Link](https://x.com/Benz19142/status/1790259702791639541)  2024-05-14T05:55Z [--] followers, [--] engagements


"Pienso que $F es un claro beneficiado de esta guerra comercial. Su negocio EV genera prdidas y estos aranceles podran hacer rentable esta rama. La rama de Ford + y Blue tambin se vera beneficiada por reducir la adopcin de los EV en Amrica"  
[X Link](https://x.com/Benz19142/status/1790304446678798800)  2024-05-14T08:53Z [--] followers, [--] engagements


"$V 17$ EPS para [----] P/E de [--] para esas ganancias 11% CAGR"  
[X Link](https://x.com/Benz19142/status/1790305395086381565)  2024-05-14T08:57Z [--] followers, [--] engagements


"$NVO Despus de [--] aos los pacientes mantienen la prdida de peso"  
[X Link](https://x.com/Benz19142/status/1790310132850544990)  2024-05-14T09:16Z [--] followers, [--] engagements


"@SiemprePulpo Desde mi valoracin de la compaa sigo invertido en ella porque solo Ozempic y Wegovy justifican los 500B$ de capitalizacin. Es por ello que a todo lo dems lo llamo opcionalidad positiva pero es solo por mi tesis personal. Gracias por la aclaracin"  
[X Link](https://x.com/Benz19142/status/1790599591894638906)  2024-05-15T04:26Z [--] followers, [--] engagements


"$NVO Morgan Stanley prev que el mercado global de medicamentos contra la obesidad se multiplique por [--] para [----]. TAM estimado de 105-144B$"  
[X Link](https://x.com/Benz19142/status/1791075930682630247)  2024-05-16T11:59Z [--] followers, [---] engagements


"La expansin masiva del consumo de estos medicamentos puede derivar en un fuerte impacto en otros sectores como el de las bebidas azucaradas y el alcohol. Estos medicamentos reducen el apetito"  
[X Link](https://x.com/Benz19142/status/1791076972866523482)  2024-05-16T12:03Z [--] followers, [--] engagements


"Tambin favorece la predisposicin de los consumidores de estos medicamentos a realizar ejercicio fsico. $NKE"  
[X Link](https://x.com/Benz19142/status/1791077525952593969)  2024-05-16T12:05Z [--] followers, [--] engagements


"@SiemprePulpo @IngJuanPa7 En EEUU despus de ser aprobada debe demostrar que sirve para combatir otras enfermedades si quiere que la cubra el seguro porque la obesidad no se considera una enfermedad"  
[X Link](https://x.com/Benz19142/status/1791163938740052274)  2024-05-16T17:48Z [--] followers, [--] engagements


"$WMT Walmart cierra tambin su negocio de salud $TDOC"  
[X Link](https://x.com/Benz19142/status/1791183506481045878)  2024-05-16T19:06Z [--] followers, [--] engagements


"Visa $V junto a Mastercard $MA acaparan el 95% de los pagos con tarjetas en UK. PSR le acusa de acaparar el mercado y aumentar sus comisiones un 30% en los ltimos [--] aos. Propone ms transparencia. No puede proponer otra cosa nadie puede ofrecer el valor de $V y $MA"  
[X Link](https://x.com/Benz19142/status/1792948102615232973)  2024-05-21T15:58Z [--] followers, [--] engagements


"$NVO Lanzan un ETF para estar invertido en GLP-1"  
[X Link](https://x.com/Benz19142/status/1792949013613883545)  2024-05-21T16:02Z [--] followers, [--] engagements


"$NVO Australia prohbe las versiones compuestas de GLP-1 las que surgen cuando existe escasez de las marcas registradas"  
[X Link](https://x.com/Benz19142/status/1793680169531781318)  2024-05-23T16:27Z [--] followers, [--] engagements


"$NVO Analistas de Seeking Alpha mencionan el compuesto CagriSema que se encuentra en fase [--] como producto diferenciador de Novo con respecto a la competencia"  
[X Link](https://x.com/Benz19142/status/1793707997295780026)  2024-05-23T18:18Z [--] followers, [--] engagements


"$NVO Goldman Sachs aumenta el TAM de GLP-1 a 130B$. Prev que el 80% de estas ventas se repartirn entre Novo y Lilly"  
[X Link](https://x.com/Benz19142/status/1796284292068171798)  2024-05-30T20:55Z [--] followers, [--] engagements


"$REXR incrementa un 68% los nuevos alquileres"  
[X Link](https://x.com/Benz19142/status/1796286088509841477)  2024-05-30T21:02Z [--] followers, [--] engagements


"Ford $F vende un 11.2% ms de vehculos en mayo comparado con mayo de 2023"  
[X Link](https://x.com/Benz19142/status/1798062635650601157)  2024-06-04T18:41Z [--] followers, [--] engagements


"La obesidad representa unos de los mayores TAM de la historia farmacutica proporcionando a GLP-1 ms de 500B$ slo por esta rama. En [----] GLP-1 dio lugar a slo 30B$ de ventas. $NVO"  
[X Link](https://x.com/Benz19142/status/1798065766182646200)  2024-06-04T18:54Z [--] followers, [--] engagements


"Visa $V sigue creciendo en flujos B2B"  
[X Link](https://x.com/Benz19142/status/1815689851603226799)  2024-07-23T10:06Z [---] followers, [--] engagements


"Y ahora existe un nuevo rumor sobre la adquisicin de un tercer REIT Retail Opportunity Investments $ROIC por el que se prev que paguen una prima del 20% y ya lo est reflejando el precio de sus acciones"  
[X Link](https://x.com/Benz_compound/status/1827707379690987623)  2024-08-25T13:59Z [---] followers, [--] engagements


"En mi caso al comienzo del ao tena en cartera Amecan Towers $AMT y durante la primera mitad del ao he abierto dos nuevas posiciones en inmuebles con @VICI y $REXR Actualmente este sector tiene un peso aproximado del 25% de mi cartera"  
[X Link](https://x.com/Benz_compound/status/1827707384019472388)  2024-08-25T13:59Z [---] followers, [--] engagements


"De estos 200T$ de TAM 145T$ son estimados para la rama B2B"  
[X Link](https://x.com/Benz_compound/status/1829567132629160426)  2024-08-30T17:09Z [---] followers, [--] engagements


"$MSFT $PLTR"  
[X Link](https://x.com/Benz_compound/status/1831064194470625745)  2024-09-03T20:18Z [---] followers, [--] engagements


"Fuente https://seekingalpha.com/article/4718718-is-microsoft-poised-for-a-comeback https://seekingalpha.com/article/4718718-is-microsoft-poised-for-a-comeback"  
[X Link](https://x.com/Benz_compound/status/1831064425471918156)  2024-09-03T20:19Z [---] followers, [--] engagements


"Long-term bull case for Toast $TOST"  
[X Link](https://x.com/Benz_compound/status/1831211336010797327)  2024-09-04T06:02Z [--] followers, [--] engagements


"@arny_trezzi $TDOC x6 FCF Inmenso TAM"  
[X Link](https://x.com/Benz_compound/status/1833172020017660186)  2024-09-09T15:54Z [---] followers, [--] engagements


"$PLTR y Nebraska Medicine anuncian un nuevo contrato multianual. Ambas comenzaron a trabajar juntas desde enero de [----]. La firma de este contrato confirma la propuesta de valor de $PLTR. $PLTR Nebraska Medicine and Palantir Announce Pioneering Partnership to Use AI Technology to Advance Healthcare DENVER--(BUSINESS WIRE)-- Palantir Technologies Inc. (NYSE: PLTR ) ("Palantir") and Nebraska Medicine a $2.5B academic health system based in Omaha and a national $PLTR Nebraska Medicine and Palantir Announce Pioneering Partnership to Use AI Technology to Advance Healthcare DENVER--(BUSINESS"  
[X Link](https://x.com/Benz_compound/status/1836314433976472016)  2024-09-18T08:00Z [---] followers, [--] engagements


"Las acciones de Darden Restaurants $DRI subiendo +7% tras anunciar un acuerdo con $UBER para las entregas a los clientes. $DRI registr una cada del [--] % en las ventas de las mismas tiendas del ltimo trimestre"  
[X Link](https://x.com/Benz_compound/status/1836799850802803100)  2024-09-19T16:09Z [---] followers, [--] engagements


"$PLTR y $APA una empresa lder en petrleo y gas anunciaron una extensin de varios aos de su acuerdo empresarial firmado originalmente en [----]. El acuerdo introduce nuevas capacidades de inteligencia artificial con el software AIP de Palantir"  
[X Link](https://x.com/Benz_compound/status/1838978743160758677)  2024-09-25T16:27Z [---] followers, [--] engagements


"$SNAP se asocia con Google Cloud $GOOG para impulsar experiencias de IA generativa multimodal dentro de My AI"  
[X Link](https://x.com/Benz_compound/status/1839667409923326011)  2024-09-27T14:04Z [---] followers, [---] engagements


"Wedgewood Partnersstated the following regarding Visa Inc. $V in its Q2 2024investor letter: Visa Inc. (NYSE:V) detracted from performance despite healthy corporate results"  
[X Link](https://x.com/Benz_G_24/status/1839669457163018651)  2024-09-27T14:12Z [--] followers, [--] engagements


"The company grew earnings per share +12% as payment volume growth was up +8% and cross-border payment grew +16% adjusted for currency. There are over [---] billion Visa debit and credit cards in circulation generating over $15 trillion in volume over the past [--] months"  
[X Link](https://x.com/Benz_compound/status/1839669462372409478)  2024-09-27T14:12Z [---] followers, [--] engagements


"TAM de 70B$ para $PLTR Lo comparan con Windows en los 80s. Michael Lee Said buying @PalantirTech $PLTR now is like buying $NVDA [--] months ago. https://t.co/GFfSDHZr1h Michael Lee Said buying @PalantirTech $PLTR now is like buying $NVDA [--] months ago. https://t.co/GFfSDHZr1h"  
[X Link](https://x.com/Benz_compound/status/1840463113193165299)  2024-09-29T18:46Z [---] followers, [--] engagements


"Las organizaciones generan muchos datos que se almacenan en silos a menudo en formatos incompatibles lo que hace que sea lento y costoso extraer informacin procesable. $PLTR ofrece un software para utilizar los datos y tomar las mejores decisiones"  
[X Link](https://x.com/Benz_compound/status/1845132864146305490)  2024-10-12T16:02Z [---] followers, [--] engagements


"La demanda de estos servicios de anlisis de datos slo acaba de empezar. Ingresos de $PLTR"  
[X Link](https://x.com/Benz_compound/status/1845133649051594912)  2024-10-12T16:05Z [---] followers, [--] engagements


"Amazon $AMZN est agregando tecnologa impulsada por IA a las furgonetas de reparto para que los repartidores puedan reducir el tiempo de bsqueda de paquetes en cada parada"  
[X Link](https://x.com/Benz_compound/status/1845328780362952894)  2024-10-13T05:00Z [---] followers, [--] engagements


"La compaa dijo esta semana que est desplegando [-----] furgonetas de reparto elctricas equipadas con recuperacin de paquetes asistido por visin (VAPR) impulsada por IA a principios de 2025"  
[X Link](https://x.com/Benz_compound/status/1845328789401673950)  2024-10-13T05:00Z [---] followers, [--] engagements


"La herramienta VAPR mostrar automticamente los paquetes para cada parada de entrega proyectando una "O" verde una vez que la furgoneta llegue a la direccin y proyectar una "X" roja en otros paquetes"  
[X Link](https://x.com/Benz_compound/status/1845328797148578139)  2024-10-13T05:00Z [---] followers, [--] engagements


"$SHOP proporciona soluciones online offline y transfronterizas. Incluyen todo desde servicios de envo software de back-office y aplicaciones de pago orientadas al consumidor hasta dispositivos de hardware de punto de venta y herramientas basadas en inteligencia artificial"  
[X Link](https://x.com/Benz_compound/status/1845333142359376182)  2024-10-13T05:18Z [---] followers, [--] engagements


"No es slo un creador de pginas web. Todas estas herramientas crea pegajosidad a sus productos"  
[X Link](https://x.com/Benz_compound/status/1845333146826334277)  2024-10-13T05:18Z [---] followers, [--] engagements


"$SHOP es el $MSFT de la venta minorista"  
[X Link](https://x.com/Benz_compound/status/1845333291047464991)  2024-10-13T05:18Z [---] followers, [--] engagements


"$SHOP is a 1T$ company"  
[X Link](https://x.com/Benz_compound/status/1845334139760701482)  2024-10-13T05:21Z [---] followers, [--] engagements


"Bank of America recently maintained a Buy rating with a $206 price target on $GOOG $GOOGL"  
[X Link](https://x.com/Benz_compound/status/1845751949662073135)  2024-10-14T09:02Z [---] followers, [--] engagements


"Patient Capital Opportunity Equity Strategy stated the following regarding Alphabet Inc. $GOOGL $GOOG in its Q2 [----] investor letter: Alphabet was a top contributor in the second quarter finally catching up to its peers in the Magnificent 7"  
[X Link](https://x.com/Benz_compound/status/1845756595327668590)  2024-10-14T09:20Z [---] followers, [---] engagements


"RiverPark Large Growth Fund on $UBER in its first quarter [----] investor letter: Given its $5.4B of cash and $4.8B of investments the company today has an enterprise value of $165 billion indicating that UBER trades at 21x our estimates of next years free cash flow"  
[X Link](https://x.com/Benz_compound/status/1845759170387054809)  2024-10-14T09:30Z [---] followers, [---] engagements


"Esta tesis sirve para $GOOGL $GOOG y $MSFT. La capitalizacin de ambas podra justificarse por el negocio de la nube. La gran diferencia es que $GOOG y $MSFT crecen ms rpido que $AMZN le estn robando cuota de mercado. Pienso que sus productos son superiores"  
[X Link](https://x.com/Benz_compound/status/1846112845684990021)  2024-10-15T08:56Z [---] followers, [--] engagements


"Al igual que en la ola de internet de los 90s ahora estamos en la ola de la IA. Hay empresas que sern arrastradas por el momento pero sus productos pueden no ser tan competitivos como se cree. Hoy hay cerca de [-----] empresa de IA en US"  
[X Link](https://x.com/Benz_compound/status/1846120847020347708)  2024-10-15T09:28Z [---] followers, [--] engagements


"No todas sobrevivirn. Casi ninguna ser la nueva Microsoft. Subidas en la ola pueden dar una falsa percepcin sobre la calidad o moat alrededor de su negocio o producto. Intento centrarme slo en las que tienen moat las que sobrevivirn una vez el mercado madure"  
[X Link](https://x.com/Benz_compound/status/1846120851021688836)  2024-10-15T09:28Z [---] followers, [--] engagements


"$TSLA anunci en su ltimo evento que espera lanzar su FSD sin supervisin en Texas y California. Dudo de esta promesa ya que lleva meses sin poder resolver la conduccin autnoma de nivel 2/3 debido al "Frenado Fantasma""  
[X Link](https://x.com/Benz_compound/status/1846125858584436768)  2024-10-15T09:47Z [---] followers, [--] engagements


"Su negocio de robotaxi se basa en la premisa de que la compaa puede construir un vehculo FSD que sea legal en todo el pas. Sigo viendo como claro ganador a $UBER"  
[X Link](https://x.com/Benz_compound/status/1846125860337619207)  2024-10-15T09:47Z [---] followers, [--] engagements


"John Colantuoni on $TSLA $TSLA did not provide verifiable evidence of progress toward L3 autonomous technology"  
[X Link](https://x.com/Benz_compound/status/1846127393414541481)  2024-10-15T09:54Z [---] followers, [--] engagements


"which makes it difficult to assess feasibility of the targets outlined at the event given there is no precedent for achieving higher levels of autonomy using a vision-only approach (instead of a sensor-fusion approach)"  
[X Link](https://x.com/Benz_compound/status/1846127397667573849)  2024-10-15T09:54Z [---] followers, [--] engagements


"Eli Lilly $LLY ha llegado ha un acuerdo con el gobierno de UK para realizar un estudio de [--] aos y evaluar los efectos no clnicos en la economa como el desempleo productividad o gasto pblico en salud de su medicamento para la prdida de peso Zepbound"  
[X Link](https://x.com/Benz_compound/status/1846408413435044101)  2024-10-16T04:30Z [---] followers, [--] engagements


"Hoy presenta resultados del 3T Rexford $REXR Se espera que declare unos ingresos de $242.84M (+18.2% Y/Y)"  
[X Link](https://x.com/Benz_compound/status/1846410177446064154)  2024-10-16T04:37Z [---] followers, [--] engagements


"$REXR declara unos ingresos de 24184M (+177% y/y) y un FFO por accin de 059$ (+54% y/y) Hoy presenta resultados del 3T Rexford $REXR Se espera que declare unos ingresos de $242.84M (+18.2% Y/Y) Hoy presenta resultados del 3T Rexford $REXR Se espera que declare unos ingresos de $242.84M (+18.2% Y/Y)"  
[X Link](https://x.com/Benz_compound/status/1846648957176312167)  2024-10-16T20:26Z [---] followers, [--] engagements


"Acabo de leer dos tesis bajistas sobre $PLTR Las tesis se centran bsicamente en la valoracin por mltiplos. Bsicamente viene a decir que $PLTR cotiza a [---] P/E GAAP [----] y que el crecimiento del 20-30% anual de los ingresos es insuficiente para obtener retornos decentes"  
[X Link](https://x.com/Benz_compound/status/1846789516322820447)  2024-10-17T05:45Z [---] followers, [--] engagements


"Desde otra perspectiva. $PLTR capitaliza 95B$. Y proyecta un FCF de 1B$. Es decir cotiza a [--] P/FCF. La cosa es donde ves a la compaa dentro de [--] aos Siendo prudente dada la calidad de su producto veo bastante probable ver a la compaa capitalizar 180B$ (x2)"  
[X Link](https://x.com/Benz_G_24/status/1846789518134808818)  2024-10-17T05:45Z [---] followers, [--] engagements


"$MSFT a 100B$ era una burbuja"  
[X Link](https://x.com/Benz_compound/status/1846792461336686742)  2024-10-17T05:56Z [---] followers, [--] engagements


"$REXR Suponiendo cero crecimiento en los alquileres del mercado actualmente proyectamos alrededor de un 34% de crecimiento de cash NOI en nuestra cartera realizable durante los prximos tres aos"  
[X Link](https://x.com/Benz_compound/status/1847144894642491460)  2024-10-18T05:17Z [---] followers, [--] engagements


"Ejecutamos [--] millones de pies cuadrados de arrendamientos impulsando [-------] pies cuadrados de absorcin neta positiva igual a [--] puntos bsicos positivos superando los [--] puntos bsicos negativos de absorcin neta del mercado general segn CBRE"  
[X Link](https://x.com/Benz_G_24/status/1847145320997704030)  2024-10-18T05:18Z [---] followers, [--] engagements


"Segn un estudio de Morgan Stanley existen alrededor de 38T$ en costes que podran reducirse mediante la adopcin corporativa de IA"  
[X Link](https://x.com/Benz_G_24/status/1847185868651405714)  2024-10-18T08:00Z [---] followers, [--] engagements


"According to JPMorgan the weight-loss market will reach $100 billion by [----]. Even if $HIMS can capture a small market share of this one way or another we'd be looking at billions in revenue"  
[X Link](https://x.com/Benz_G_24/status/1847887205412319427)  2024-10-20T06:26Z [---] followers, [---] engagements


"@amitisinvesting Like 100% of its products $GOOG's LLM will be free and uncompetitive"  
[X Link](https://x.com/Benz_G_24/status/1848732578808795478)  2024-10-22T14:26Z [---] followers, [--] engagements


"$PLTR US commercial continues to accelerate in Q2 [----] alongside the AIP revolution with unprecedented demand. 55% YoY revenue growth in US commercial to $159 million accelerating from 40% YoY in Q1"  
[X Link](https://x.com/Benz_compound/status/1848795098471141704)  2024-10-22T18:34Z [---] followers, [---] engagements


"US commercial customer growth began to stagnate through late [----] and early [----] but following AIP's release in Q2 [----] customer count re-accelerated"  
[X Link](https://x.com/Benz_compound/status/1848796099995185590)  2024-10-22T18:38Z [---] followers, [--] engagements


"$QCOM and $GOOGL are collaborating to offer generative AI digital cockpit solutions for automobiles"  
[X Link](https://x.com/Benz_G_24/status/1849079679963074682)  2024-10-23T13:25Z [---] followers, [---] engagements


"@florimonte10 It is logical GLP-1 represents a TAM of 100B$. Still without GLP1 the business has strong tailwinds"  
[X Link](https://x.com/Benz_G_24/status/1849113038290325854)  2024-10-23T15:37Z [---] followers, [---] engagements


"Waymo could reach [--] million paid robotaxi trips weekly by the end of [----]. At this rate Waymo could report over a $1 billion annualized revenue by the end of next year. $GOOG $GOOGL"  
[X Link](https://x.com/Benz_G_24/status/1850777446766797240)  2024-10-28T05:51Z [---] followers, [--] engagements


"Visa $V declares $0.59/share quarterly dividend 13.5% increase from prior dividend of $0.52"  
[X Link](https://x.com/Benz_G_24/status/1851534171832721436)  2024-10-30T07:58Z [---] followers, [--] engagements


"$V 36B$ en ingresos producen 20B$ de beneficios. 55% de margen"  
[X Link](https://x.com/Benz_G_24/status/1851553001141371325)  2024-10-30T09:13Z [---] followers, [--] engagements


"Circle to search y Lens de $GOOGL $GOOG son dos formas de nuevas de buscar que no poseen los chats LLM. Estas herramientas (todas gratis) da una experiencia al usuario irremplazable"  
[X Link](https://x.com/Benz_G_24/status/1851872179131920754)  2024-10-31T06:21Z [---] followers, [--] engagements


"$GOOG $GOOGL Waymo [------] viajes pagados semanalmente"  
[X Link](https://x.com/Benz_G_24/status/1851874379950411970)  2024-10-31T06:30Z [---] followers, [--] engagements


"@alc2022 I'm betting over 30% of my net worth on $SHOP will into a $10T company"  
[X Link](https://x.com/Benz_compound/status/1861518695387877856)  2024-11-26T21:13Z [---] followers, [---] engagements


"$CRM [-------] clientes 9B$ FCF [----] 316B$ Market Cap $PLTR [-----] clientes 1B$ FCF esperados [----] 150B$"  
[X Link](https://x.com/Benz_compound/status/1864318325892772062)  2024-12-04T14:38Z [--] followers, [--] engagements


"$NVO will make a significant investment of approximately $1.2 billion to construct a new production facility in Odense Denmark. The new facility will focus on the manufacturing of medications used for rare diseases including treatments for conditions like haemophilia"  
[X Link](https://x.com/Benz_G_24/status/1868606238394904845)  2024-12-16T10:36Z [--] followers, [--] engagements


"Palantir $PLTR has extended its long-standing partnership with the U.S. Army to deliver the Army Vantage capability supporting the Army Data Platform (ADP). The total value of this agreement is $400.7M for a period of up to four years with a total available ceiling of $618.9M"  
[X Link](https://x.com/Benz_G_24/status/1869654196364181657)  2024-12-19T08:01Z [--] followers, [--] engagements


"$HIMS has donated $1 million to President-elect Donald Trump's inaugural committee"  
[X Link](https://x.com/Benz_G_24/status/1876598896887206339)  2025-01-07T11:56Z [--] followers, [---] engagements


"AI represents a once in a lifetime opportunity $AMZN $GOOG $MSFT $META"  
[X Link](https://x.com/Benz_G_24/status/1889611458952019997)  2025-02-12T09:44Z [--] followers, [--] engagements


"$SOUN Revenue of $34.54M (+101.4% Y/Y) Raises its full year [----] revenue outlook to be in a range of $157 to $177 million vs. consensus of $165.27M"  
[X Link](https://x.com/Benz_G_24/status/1895246911092990104)  2025-02-27T22:57Z [--] followers, [---] engagements


"$GOOG vs Grok3 en "alquilar piso en Madrid""  
[X Link](https://x.com/Benz_G_24/status/1896276862030229672)  2025-03-02T19:10Z [--] followers, [---] engagements


"$GOOG vs Grok3 en "gimnasio de boxeo en Sevilla""  
[X Link](https://x.com/Benz_G_24/status/1896276881705681376)  2025-03-02T19:10Z [--] followers, [--] engagements


""In value-added services we estimate there is $520B in potential revenue opportunity annually. And Visa's value-added services fiscal [----] revenue totaled $8.8B also a small portion of the opportunity." Ryan McInerney $V CEO Visa's infinite runway Notes from Visa Investor Day [----] A few weeks ago Visa $V held an Investor Day. It was a very insightful event that made one thing clear: Visa has an infinite growth runway. Consumer card payments still have plenty of growth potential and Visa is https://t.co/Iic0G5XQ9C Visa's infinite runway Notes from Visa Investor Day [----] A few weeks ago Visa $V"  
[X Link](https://x.com/Benz_G_24/status/1898843091181941234)  2025-03-09T21:07Z [--] followers, [---] engagements


"$LMND 1B$ de IFP en un mercado de 7T$ Insurance is broken. $LMND Lemonade is changing the game. [--]. AI-first approach Claims get handled in seconds reducing costs and making insurance digital. Their AI models constantly learns improving underwriting and automation at scale. [--]. Massive growth $947M In Force https://t.co/ycUQDweV50 Insurance is broken. $LMND Lemonade is changing the game. [--]. AI-first approach Claims get handled in seconds reducing costs and making insurance digital. Their AI models constantly learns improving underwriting and automation at scale. [--]. Massive growth $947M In Force"  
[X Link](https://x.com/Benz_G_24/status/1900586584438673542)  2025-03-14T16:35Z [--] followers, [---] engagements


"@mranand_amit Autonomous vehicles have a lower risk of accidents than the average driver so they are a potential customer for $LMND as it is able to offer lower prices than competitors to lower-risk drivers. Therefore the adoption of autonomous vehicles is a catalyst"  
[X Link](https://x.com/Benz_G_24/status/1903323963670884815)  2025-03-22T05:52Z [--] followers, [---] engagements


"Descargas de la app de $ROOT vs $LMND App downloads for $root vs $lmnd. Potential insuretech hedge trade short $root buy $lmnd if lines continue to diverge while stock price does the opposite. https://t.co/Vfl4hcW9RE App downloads for $root vs $lmnd. Potential insuretech hedge trade short $root buy $lmnd if lines continue to diverge while stock price does the opposite. https://t.co/Vfl4hcW9RE"  
[X Link](https://x.com/Benz_G_24/status/1903770473709633614)  2025-03-23T11:27Z [--] followers, [---] engagements


"As de simple es la tesis de $LMND @bjmtweets $2B IFP in [----]. 10% of that in FCF. 40-50x multiple on that fast growing FCF $8B valuation. Thats 3-4x in [--] years. @bjmtweets $2B IFP in [----]. 10% of that in FCF. 40-50x multiple on that fast growing FCF $8B valuation. Thats 3-4x in [--] years"  
[X Link](https://x.com/Benz_G_24/status/1904261604633370745)  2025-03-24T19:58Z [--] followers, [---] engagements


"$LMND .@Lemonade_Inc just passed $1B in premiums https://t.co/GK7Dt3dc9S .@Lemonade_Inc just passed $1B in premiums https://t.co/GK7Dt3dc9S"  
[X Link](https://x.com/Benz_G_24/status/1904655336650186938)  2025-03-25T22:03Z [---] followers, [---] engagements


"$LMND ha alcanzado 1B$ en IFP sobrepasa las estimaciones optimistas $LMND is at $1B of In Force Premium hitting the high end of their Q1 guidance with still a few days left to surpass it. https://t.co/TDVJbxC30R $LMND is at $1B of In Force Premium hitting the high end of their Q1 guidance with still a few days left to surpass it. https://t.co/TDVJbxC30R"  
[X Link](https://x.com/Benz_G_24/status/1904655781590348001)  2025-03-25T22:04Z [--] followers, [--] engagements


"Cartera 45% $SHOP 45% $HIMS 10% $PLTR $SOUN $LMND"  
[X Link](https://x.com/Benz_G_24/status/1908806041115975717)  2025-04-06T08:56Z [--] followers, [---] engagements


"$NVO is failing in what supports the bullish thesis innovative treatments. Semaglutide patents expire in China in [----] and in the US and Europe in [----]. Novo does not have an innovative product for when these moments arrive. If semaglutide becomes a generic in a few years Novo will lose its competitive edge"  
[X Link](https://x.com/Benz_G_24/status/1908820400722661617)  2025-04-06T09:53Z [--] followers, [---] engagements


"@bjmtweets Who cares $2 up or down. $LMND is a $100B company that is $600 per share"  
[X Link](https://x.com/Benz_G_24/status/1910983509793026157)  2025-04-12T09:09Z [--] followers, [--] engagements


"@hypergrowth102 Buying $HIMS today is like buying $AMZN in the 2000s"  
[X Link](https://x.com/Benz_G_24/status/1910993550034010154)  2025-04-12T09:49Z [--] followers, [---] engagements


"@dimitroplay Si mucha. Debes ver vdeos Keyvan Mohajer CEO de $SOUN"  
[X Link](https://x.com/Benz_G_24/status/1912575889797489012)  2025-04-16T18:36Z [---] followers, [--] engagements


"Citigroup $C anuncia en su llamada de ganancias del 1T25 que ha iniciado una colaboracin con Palantir $PLTR"  
[X Link](https://x.com/Benz_G_24/status/1912744980008862166)  2025-04-17T05:48Z [---] followers, [--] engagements


"$NFLX has 302M subscribers and generated $10.5B in Q1 giving it an average monthly subscription of $11.5 globally. Its most expensive subscription is $17.99 in the US following the recent price hike in January [----] and it has already had an impact on reducing growth to single digits. Therefore I understand that $NFLX is reaching the most price-sensitive segment of the population. That's why they're betting on advertising. The average price of $11.50 already represents 63% of its highest price so if the law of diminishing returns is already being felt in the US I predict it will be similar"  
[X Link](https://x.com/Benz_G_24/status/1913188777394135480)  2025-04-18T11:12Z [---] followers, [--] engagements


"@BourbonCap 45% market share is a trap Semaglutide will be a generic in [----] in China and [----] in the US and Europe"  
[X Link](https://x.com/Benz_G_24/status/1913609877919801587)  2025-04-19T15:05Z [---] followers, [---] engagements


"Exacto. Tras horas de trabajo $HIMS y $SHOP concentran el 90% de mi capital. You only need one or two good stocks a decade. You don't need a lot of action. Peter Lynch You only need one or two good stocks a decade. You don't need a lot of action. Peter Lynch"  
[X Link](https://x.com/Benz_G_24/status/1913672130480242935)  2025-04-19T19:12Z [---] followers, [---] engagements


"In the image I share an article written by Lawrence Nga in The Motley Fool on 4/19/25. This article is entirely representative of how the market understands Shopify $SHOP. Nga's bearish thesis is based on the idea that U.S. dropshippers will be affected by tariffs on Chinese products. The market believes that $SHOP is a provider of websites for dropshipping Chinese products. The market does not understand that $SHOP is the wide end of the funnel for all commerce. $SHOP is the critical infrastructure for merchants providing them with all the necessary solutions to run their businesses"  
[X Link](https://x.com/Benz_G_24/status/1913876331126808977)  2025-04-20T08:44Z [---] followers, [---] engagements


"SoundHound AI $SOUN reports partnerships with over 30% of the top [--] quick-service restaurants and 70% of the top [--] global financial firms and recently added six Stellantis automotive brands to its SoundHound Chat AI Automotive service. $SOUN is capitalizing on the rapidly expanding agentic AI market where AI supports tasks like customer service and online ordering projected to reach $139B by 2033"  
[X Link](https://x.com/Benz_G_24/status/1913880913085166065)  2025-04-20T09:02Z [---] followers, [---] engagements


"@himshouse The global healthcare market is worth $8 trillion. $HIMS is planning a B2B business providing its AI to companies and institutions. $HIMS is the company every investor wants to come across once in their life"  
[X Link](https://x.com/Benz_G_24/status/1914046147187953768)  2025-04-20T19:58Z [---] followers, [---] engagements


"Bill Ackman wants to buy an insurance company for $HHH $LMND @AccionEAFI $HHH una versin moderna de $BRK $HHH capitaliza slo 3B$ Que te parece Javier https://t.co/kANXZ2y4jR @AccionEAFI $HHH una versin moderna de $BRK $HHH capitaliza slo 3B$ Que te parece Javier https://t.co/kANXZ2y4jR"  
[X Link](https://x.com/Benz_G_24/status/1919425102552113547)  2025-05-05T16:13Z [---] followers, [----] engagements


"@MichaelZero10 @growthrapidly The number [--] reason to be invested in $SHOP is outdated. At its [----] investor day they already addressed the myths that it's solely an e-commerce company and only for SMBs. Still going long on $SHOP is a good idea"  
[X Link](https://x.com/Benz_G_24/status/1922275641182785872)  2025-05-13T13:00Z [---] followers, [---] engagements


"Tim Bixby CFO $LMND says they choose the growth rate. That they could grow faster if they wanted to. Since Investors Day of [----] they already knew that in 4Q26 they would reach a positive EBITDA they continue to reiterate that objective. It seems that they also decide when they are going to be profitable from the control of the income line. This gives me more certainty about the goal set on the [----] investors day of reaching $10B in IFP. Once this goal has been reached the market capitalization could be $20B x10 from here"  
[X Link](https://x.com/Benz_G_24/status/1923050913519816901)  2025-05-15T16:20Z [---] followers, [----] engagements


"$SOUN 🎙Voice commerce is emerging as one of the biggest untapped opportunities inside the vehicle. In @WardsAuto our very own Pedram Faghfouri explains why voice-driven generative AI isnt just solving SDV pain points but opening up entirely new revenue streams for OEMs through 🎙Voice commerce is emerging as one of the biggest untapped opportunities inside the vehicle. In @WardsAuto our very own Pedram Faghfouri explains why voice-driven generative AI isnt just solving SDV pain points but opening up entirely new revenue streams for OEMs through"  
[X Link](https://x.com/Benz_G_24/status/1923775732313899023)  2025-05-17T16:20Z [---] followers, [---] engagements

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