# ![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1457291807541366785.png) @JomaSilva88 Pepe 🚀

Pepe 🚀 posts on X about stocks, $nvo, $or, asml the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1457291807541366785/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1457291807541366785/c:line/m:interactions.svg)

- [--] Week [-------] +11%
- [--] Month [-------] +2,861%
- [--] Months [-------] +561%
- [--] Year [-------] +633%

### Mentions: [--] [#](/creator/twitter::1457291807541366785/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1457291807541366785/c:line/m:posts_active.svg)

- [--] Month [--] -41%
- [--] Months [---] +1.60%
- [--] Year [---] +24%

### Followers: [---] [#](/creator/twitter::1457291807541366785/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1457291807541366785/c:line/m:followers.svg)

- [--] Week [---] -0.50%
- [--] Month [---] +0.76%
- [--] Months [---] +8.80%
- [--] Year [---] +55%

### CreatorRank: [-------] [#](/creator/twitter::1457291807541366785/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1457291807541366785/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[stocks](/topic/stocks) #1775, [$nvo](/topic/$nvo), [$or](/topic/$or), [asml](/topic/asml), [$race](/topic/$race), [$wkl](/topic/$wkl) #6, [$adyen](/topic/$adyen), [$novo](/topic/$novo), [ai](/topic/ai), [$meli](/topic/$meli)

**Top accounts mentioned or mentioned by**
[@dimitrynakhla](/creator/undefined) [@yorxt](/creator/undefined) [@qualitystocksa](/creator/undefined) [@longequity](/creator/undefined) [@quartrapp](/creator/undefined) [@finchatio](/creator/undefined) [@lioncubsfund](/creator/undefined) [@stockmktnewz](/creator/undefined) [@dividendpaydate](/creator/undefined) [@timelesscpnd](/creator/undefined) [@dutchinvestors](/creator/undefined) [@jordanmontel](/creator/undefined) [@vladbastion](/creator/undefined) [@invest091](/creator/undefined) [@renesellmann](/creator/undefined) [@mastersinvest](/creator/undefined) [@t2dkfk8qb6](/creator/undefined) [@fiscalai](/creator/undefined) [@fuckthedip](/creator/undefined) [@dividendchart](/creator/undefined)

**Top assets mentioned**
[Novo-Nordisk (NVO)](/topic/$nvo) [Osisko Gold Royalties Ltd (OR)](/topic/$or) [Ferrari N.V. (RACE)](/topic/$race) [MercadoLibre Inc (MELI)](/topic/$meli) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Evotec SE (EVO)](/topic/$evo) [Eli Lilly and Company (LLY)](/topic/$lly) [Merit Circle (MC)](/topic/$mc) [ELYSIA (EL)](/topic/$el) [Eden (EDEN)](/topic/$eden) [COTY INC (COTY)](/topic/$coty) [Ulta Beauty Inc (ULTA)](/topic/$ulta) [Expedia Group Inc (EXPE)](/topic/$expe) [DisChain (DIS)](/topic/$dis) [Costco Hot Dog (COST)](/topic/$cost) [Deutsche Bank Aktiengesellschaft (DB)](/topic/$db) [Spotify Technology (SPOT)](/topic/$spot) [S&P Global Inc (SPGI)](/topic/$spgi) [Copart, Inc. (CPRT)](/topic/$cprt) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Monster Beverage Corp (MNST)](/topic/$mnst) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Msci Inc (MSCI)](/topic/$msci) [Qualys, Inc. Common Stock (QLYS)](/topic/$qlys) [ODDITY Tech Ltd (ODD)](/topic/$odd) [Microsoft Corp. (MSFT)](/topic/microsoft) [Intuit Inc. (INTU)](/topic/$intu) [KLA Corp (KLAC)](/topic/$klac) [Salesforce Inc (CRM)](/topic/$crm) [RELX PLC (RELX)](/topic/$relx) [Now Coin (NOW)](/topic/$now) [Mastercard, Inc. (MA)](/topic/$ma) [American Tower Corp (AMT)](/topic/$amt) [Accenture (ACN)](/topic/$acn) [UnitedHealth Group (UNH)](/topic/$unh) [Starbucks Corporation (SBUX)](/topic/$sbux) [AmsterdamCoin (AMS)](/topic/$ams) [RIBBIT (RBT)](/topic/$rbt) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Moody's Corporation (MCO)](/topic/$mco) [Berkshire Hathaway Inc. (BRK.A)](/topic/$brka) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@fuckthedip tu preferes $CATG ou $ALFPC"  
[X Link](https://x.com/JomaSilva88/status/1615040306902339584)  2023-01-16T17:36Z [---] followers, [---] engagements


"$ADYEN $PAYPL $V $MA"  
[X Link](https://x.com/JomaSilva88/status/1628414351110549504)  2023-02-22T15:20Z [---] followers, [---] engagements


"$PAYX vs. $ADP #Paychex #ADP"  
[X Link](https://x.com/JomaSilva88/status/1636661265664802818)  2023-03-17T09:30Z [---] followers, [---] engagements


"$TPL vs. $CVX #chevron #exxon"  
[X Link](https://x.com/JomaSilva88/status/1638529271952973824)  2023-03-22T13:13Z [---] followers, [---] engagements


"$LVMHF the French luxury conglomerate LVMH possde [--] maisons dans [--] secteurs d'activit 🤯 $MC Le groupe est devenu en [----] la plus grande capitalisation boursire europenne 🌍 https://t.co/6DIadgvFUN LVMH possde [--] maisons dans [--] secteurs d'activit 🤯 $MC Le groupe est devenu en [----] la plus grande capitalisation boursire europenne 🌍 https://t.co/6DIadgvFUN"  
[X Link](https://x.com/JomaSilva88/status/1646912829738328070)  2023-04-14T16:26Z [---] followers, [--] engagements


"@fuckthedip J'ai vendu a l'quilibre. J'ai pens que la crise banquier pourrait affecter le dossier mais pas de tout. J'aime bien car il y a pas bcp de banques en ligne en Amrique latine. Au moins j'ai gard ma position sur $MELI 🚀. Cher mais je connais le produit et j'aime bien le mngmt"  
[X Link](https://x.com/JomaSilva88/status/1660740512624660497)  2023-05-22T20:12Z [--] followers, [--] engagements


"@DividendChart $AMT 10y"  
[X Link](https://x.com/JomaSilva88/status/1661425401464225812)  2023-05-24T17:34Z [--] followers, [--] engagements


"$UNH commence a devenir intressant"  
[X Link](https://x.com/JomaSilva88/status/1671208793068253208)  2023-06-20T17:35Z [--] followers, [--] engagements


"@fuckthedip Par contre on y parle de $ENPH . Buy the dip ou on attend 🔮"  
[X Link](https://x.com/JomaSilva88/status/1671259347358470144)  2023-06-20T20:51Z [--] followers, [---] engagements


"@long_equity Great question I'll add she sector and the quality of the management"  
[X Link](https://x.com/JomaSilva88/status/1715048074584686760)  2023-10-19T16:51Z [---] followers, [---] engagements


"Even after a 17% fall $EL seems expensive compared to $OR or $COTY"  
[X Link](https://x.com/JomaSilva88/status/1719731277232775490)  2023-11-01T15:01Z [--] followers, [---] engagements


"@Elkingnatinho I like PAYPAL but to assume a 10% FCF growth might not be attainable. They are currently losing market share and they already estimate a reduction in FCF compared to [----] (at [---] B$)"  
[X Link](https://x.com/JomaSilva88/status/1719988127849218098)  2023-11-02T08:01Z [--] followers, [--] engagements


"@Quality_stocksA TEXT SA PE [----] Gross margin 84.5% Roe 113%"  
[X Link](https://x.com/JomaSilva88/status/1734163866051838047)  2023-12-11T10:50Z [--] followers, [---] engagements


"@Quality_stocksA HM. A big bet on semiconductors Cool"  
[X Link](https://x.com/JomaSilva88/status/1737805676531859695)  2023-12-21T12:02Z [--] followers, [---] engagements


"@Quality_stocksA Personally I prefer nemetschek $NEM to Dassault $DSY . What's your favourite in Europe 🙂"  
[X Link](https://x.com/JomaSilva88/status/1739429308047692151)  2023-12-25T23:33Z [--] followers, [----] engagements


"@Quality_stocksA I made a mistake and doubled the price. Like Adyen 🤣"  
[X Link](https://x.com/JomaSilva88/status/1747161882413166821)  2024-01-16T07:40Z [--] followers, [---] engagements


"@Quality_stocksA Edwards Lifesciences $EW :)"  
[X Link](https://x.com/JomaSilva88/status/1748650529108922521)  2024-01-20T10:15Z [---] followers, [----] engagements


"$JNJ Results are out. Currently trading at [--] EV/FCF Not IN but interested 👀 Source @Quartr_App"  
[X Link](https://x.com/JomaSilva88/status/1749765683708039436)  2024-01-23T12:07Z [--] followers, [--] engagements


"$BRO reaches ATH. Great quality fundamentals. https://qcast.page.link/TbNzyfHhaXpRHScFA https://qcast.page.link/TbNzyfHhaXpRHScFA"  
[X Link](https://x.com/JomaSilva88/status/1749803991977136453)  2024-01-23T14:39Z [---] followers, [--] engagements


"@Quality_stocksA Very nice results Indeed. Great buy and hold quality stock. 🥂"  
[X Link](https://x.com/JomaSilva88/status/1750214176599871856)  2024-01-24T17:49Z [--] followers, [----] engagements


"$V Visa is not cheap but what an amazing compounder 👇"  
[X Link](https://x.com/JomaSilva88/status/1750825996100554860)  2024-01-26T10:20Z [--] followers, [--] engagements


"Eurobio $ALERS"  
[X Link](https://x.com/JomaSilva88/status/1752405247392088311)  2024-01-30T18:55Z [---] followers, [--] engagements


"Compared to its peers $CATG #Catana seems well positioned $SL $BEN"  
[X Link](https://x.com/JomaSilva88/status/1753038594959167521)  2024-02-01T12:52Z [--] followers, [--] engagements


"$ULTA is a great quality company at an attractive price [--] pager from @QCompounding"  
[X Link](https://x.com/JomaSilva88/status/1753068871492465074)  2024-02-01T14:52Z [---] followers, [--] engagements


"Great results from regeneron $REGN Slides 👇"  
[X Link](https://x.com/JomaSilva88/status/1753475217647652981)  2024-02-02T17:47Z [---] followers, [--] engagements


"$GTT is one of the most qualitative stocks in France despite the price. Slide from September [--] 👇"  
[X Link](https://x.com/JomaSilva88/status/1753735714267693143)  2024-02-03T11:02Z [--] followers, [--] engagements


"Good results by IDEXX $IDXX 🐕 The slide below 👇 https://qcast.page.link/RuKmV2QLx2n23GZXA https://qcast.page.link/RuKmV2QLx2n23GZXA"  
[X Link](https://x.com/JomaSilva88/status/1754555840252551231)  2024-02-05T17:21Z [---] followers, [--] engagements


"Goo performance by $FTNT For such a qualitative stock the valuation seems fair. The slides 👇"  
[X Link](https://x.com/JomaSilva88/status/1755297393698841062)  2024-02-07T18:28Z [--] followers, [--] engagements


"Good results from $HSY I am somewhat mixed about the outlook. No volume growth"  
[X Link](https://x.com/JomaSilva88/status/1755613942729298354)  2024-02-08T15:25Z [--] followers, [--] engagements


"$mck https://qcast.page.link/pbifXbTGgJ1gV4sYA https://qcast.page.link/pbifXbTGgJ1gV4sYA"  
[X Link](https://x.com/JomaSilva88/status/1755672652461617440)  2024-02-08T19:19Z [---] followers, [--] engagements


"Damodaran valuation of the magnificent [--] $GOOGL $AAPL $AMZN $NVDA $META $TSLA"  
[X Link](https://x.com/JomaSilva88/status/1755925626689561085)  2024-02-09T12:04Z [--] followers, [---] engagements


"Very interesting table from @long_equity $MSFT $ASML $NVDA $V 75% of my portfolio is in US-listed stocks. Interestingly ONLY 41% of revenues are generated in the US. In case you're wondering how I calculated this I read the annual reports. FICO generates the most US revenue while ASML generates the most non-US revenue. https://t.co/L50bq7mFiE 75% of my portfolio is in US-listed stocks. Interestingly ONLY 41% of revenues are generated in the US. In case you're wondering how I calculated this I read the annual reports. FICO generates the most US revenue while ASML generates the most non-US"  
[X Link](https://x.com/JomaSilva88/status/1756022949566468271)  2024-02-09T18:31Z [--] followers, [---] engagements


"What to expect this week $RI $EL"  
[X Link](https://x.com/JomaSilva88/status/1756247675844915249)  2024-02-10T09:24Z [---] followers, [---] engagements


"@long_equity Accounting for growth is hard to find but it's a jewel"  
[X Link](https://x.com/JomaSilva88/status/1756433878833635748)  2024-02-10T21:44Z [--] followers, [---] engagements


"Do you know #TerrySmith Smith invests only in "a good company with good products or services strong market share good profitability cash flow and product development." You will find below #Fundsmith top positions:"  
[X Link](https://x.com/JomaSilva88/status/1756660660228837646)  2024-02-11T12:45Z [--] followers, [--] engagements


"On last earnings call I loved this quote from Bernard Arnault You will find the earnings call below at this righ moment 👇 #LVMH $MC $LVMHY https://qcast.page.link/nKb3VQpDPZtvi1mBA https://qcast.page.link/nKb3VQpDPZtvi1mBA"  
[X Link](https://x.com/JomaSilva88/status/1756666502831296628)  2024-02-11T13:08Z [---] followers, [---] engagements


"$RACE With only +3% shipments #FERRARI manages to make +17% revenue growth. That is true pricing power and desirability control"  
[X Link](https://x.com/JomaSilva88/status/1757038516242956646)  2024-02-12T13:46Z [--] followers, [--] engagements


"$CDNS Cadence results are solid despite the correction. Understandably demanding due to the price. Report below 👇"  
[X Link](https://x.com/JomaSilva88/status/1757318616800698759)  2024-02-13T08:19Z [---] followers, [---] engagements


"Great thread for people interested in quality stocks 🧵 #ROE #ROCE There are [--] important capital return metrics Return on Equity Return on Invested Capital Return on Capital Employed Which one should you use There are [--] important capital return metrics Return on Equity Return on Invested Capital Return on Capital Employed Which one should you use"  
[X Link](https://x.com/JomaSilva88/status/1757364009169236093)  2024-02-13T11:20Z [--] followers, [--] engagements


"(Personally) I don't like $ALFEN results. FCF goes negative at [---] M$ and and increase in WC. I don't like neither the P&L and Balance sheet without Cash Flow Statement. Revenue going up but margins squeezed"  
[X Link](https://x.com/JomaSilva88/status/1757727463231144018)  2024-02-14T11:24Z [--] followers, [---] engagements


"@DimitryNakhla Fortinet seems like a clear bet. The sales are mostly liquidity chasing for investors leaving the fund"  
[X Link](https://x.com/JomaSilva88/status/1757805642650145172)  2024-02-14T16:34Z [--] followers, [---] engagements


"Good results from $EL"  
[X Link](https://x.com/JomaSilva88/status/1757840963328680279)  2024-02-14T18:55Z [---] followers, [---] engagements


"At this valuation $crox results are very solid. 🔥"  
[X Link](https://x.com/JomaSilva88/status/1758162756828606873)  2024-02-15T16:14Z [--] followers, [--] engagements


"I like the quality of $ACN. For certain a compounding machine not that expensive in FCF yield. #PEA ELIGIBLE 👀🔥"  
[X Link](https://x.com/JomaSilva88/status/1758452924013789422)  2024-02-16T11:27Z [---] followers, [--] engagements


"Next week $MNST results are expected. Big growth expectations for Q4 The last presentation below 👇"  
[X Link](https://x.com/JomaSilva88/status/1758779132442239335)  2024-02-17T09:03Z [---] followers, [--] engagements


"$MDT results expected tomorrow. US CLOSED FOR PRESIDENTS DAY"  
[X Link](https://x.com/JomaSilva88/status/1759276985241813307)  2024-02-18T18:01Z [--] followers, [--] engagements


"Despite the bad news I wouldn't mind buying Nintendo if it keeps going down. $NTDOY 🎮 🔄 Nintendos latest hit the hybrid Nintendo Switch is starting to fade with the company announcing yesterday that the Switchs successor wont arrive until [----]. Investors had expected a new model this year with the delay sending the companys shares down 6%. https://t.co/THZ3jXdzZU 🎮 🔄 Nintendos latest hit the hybrid Nintendo Switch is starting to fade with the company announcing yesterday that the Switchs successor wont arrive until [----]. Investors had expected a new model this year with the delay sending"  
[X Link](https://x.com/JomaSilva88/status/1759687183697395994)  2024-02-19T21:11Z [--] followers, [---] engagements


"Dot miss it $RMS @AcquiredFM 👜👇"  
[X Link](https://x.com/JomaSilva88/status/1759865408771780862)  2024-02-20T08:59Z [--] followers, [--] engagements


"I appreciated the solid results from $WKL. ROIC and margins improvement are very welcomed 👏🙌 https://qcast.page.link/jby751ZqaRvvPiVs9 https://qcast.page.link/jby751ZqaRvvPiVs9"  
[X Link](https://x.com/JomaSilva88/status/1760312076453532038)  2024-02-21T14:34Z [---] followers, [--] engagements


"In my opinion $BKNG remains cheap: Booking reported revenues of $7.34 billion up 21.3% year on year beating analyst revenue expectations by 1.1%"  
[X Link](https://x.com/JomaSilva88/status/1760686588638744673)  2024-02-22T15:22Z [---] followers, [---] engagements


"MercadoLibre $MELI reported fourth quarter EPS of $7.39 $0.32 better than the analyst estimate of $7.07. Revenue for the quarter came in at $4.26B versus the consensus estimate of $4.14B"  
[X Link](https://x.com/JomaSilva88/status/1760776411885748552)  2024-02-22T21:19Z [---] followers, [---] engagements


"This week expectations are high for $MNST 🚀"  
[X Link](https://x.com/JomaSilva88/status/1761675413724516374)  2024-02-25T08:52Z [---] followers, [---] engagements


"@eWhispers @MarathonDH @SnowflakeDB @salesforce @unity @AMCTheatres @Zoom @CelsiusOfficial @DevonEnergy @zscaler @C3_AI Your missing $MNST 💚"  
[X Link](https://x.com/JomaSilva88/status/1761831199494852614)  2024-02-25T19:11Z [---] followers, [---] engagements


"$MNST gross profit margin for the quarter stood at 54.5% surpassing the market's forecast by approximately [--] basis points. 🚀"  
[X Link](https://x.com/JomaSilva88/status/1763196729183134191)  2024-02-29T13:37Z [---] followers, [--] engagements


"$UNH has been underperforming in [----]. It still remains a defensive quality stock 🔥 A sober valuation analysis on $TSM 🧘🏽♂ NTM P/E Ratio: 20.50x 5-Year Mean: 21.11x NTM FCF Yield: 3.34% 10-Year Mean: 3.16% As you can see $TSM appears to be trading slightly below fair value Going forward investors can receive 3% MORE in earnings per share & 6% https://t.co/7c7Nc2igH6 A sober valuation analysis on $TSM 🧘🏽♂ NTM P/E Ratio: 20.50x 5-Year Mean: 21.11x NTM FCF Yield: 3.34% 10-Year Mean: 3.16% As you can see $TSM appears to be trading slightly below fair value Going forward investors can receive"  
[X Link](https://x.com/JomaSilva88/status/1763630949026107729)  2024-03-01T18:22Z [---] followers, [---] engagements


"At a 6% FCF yield $UNH remains a great quality stock 🔥 A sober valuation analysis on $UNH 🧘🏽♂ NTM P/E Ratio: 18.01x 5-Year Mean: 19.66x NTM FCF Yield: 6.27% 5-Year Mean: 5.87% As you can see $UNH appears to be trading slightly below fair value Going forward investors can receive 9% MORE in earnings per share & 7% https://t.co/5ucNjdM0NC A sober valuation analysis on $UNH 🧘🏽♂ NTM P/E Ratio: 18.01x 5-Year Mean: 19.66x NTM FCF Yield: 6.27% 5-Year Mean: 5.87% As you can see $UNH appears to be trading slightly below fair value Going forward investors can receive 9% MORE in earnings per share"  
[X Link](https://x.com/JomaSilva88/status/1763838354561392965)  2024-03-02T08:06Z [---] followers, [---] engagements


"Very important concept 🤐 Averaging up (instead of down) is one of the most powerful concepts in investing. https://t.co/EqqY8tmlXy Averaging up (instead of down) is one of the most powerful concepts in investing. https://t.co/EqqY8tmlXy"  
[X Link](https://x.com/JomaSilva88/status/1764760978393100706)  2024-03-04T21:12Z [---] followers, [----] engagements


"$BKNG at 6% FCF shows sustained growth Gross bookings from Q4 [----] on travel aggregators. Booking and Airbnb are both winning. Expedia meh. $ABNB $BKNG $EXPE https://t.co/3CL8NijKOE Gross bookings from Q4 [----] on travel aggregators. Booking and Airbnb are both winning. Expedia meh. $ABNB $BKNG $EXPE https://t.co/3CL8NijKOE"  
[X Link](https://x.com/JomaSilva88/status/1765082139522220059)  2024-03-05T18:29Z [---] followers, [--] engagements


"What a fantastic run for $CELH this year compared to $MNST that has been lagging due to market share pressure. Valuation is tight for both depending on the international growth expectations"  
[X Link](https://x.com/JomaSilva88/status/1765321478273216512)  2024-03-06T10:20Z [---] followers, [--] engagements


"If I ever invest in O&G I rather buy $TPL Although it's cyclical returns are astronomical. The latest results below 👇 https://files.quartr.com/reports/f76ff-2024-02-21-09-28-23.pdf https://files.quartr.com/reports/f76ff-2024-02-21-09-28-23.pdf"  
[X Link](https://x.com/JomaSilva88/status/1765428912245403779)  2024-03-06T17:27Z [---] followers, [---] engagements


"Novo Nordisk s'attend ce que la Chine approuve le Wegovy son mdicament amaigrissant cette anne. Les bons nouvelles s'enchanent sur $NOVO"  
[X Link](https://x.com/JomaSilva88/status/1766011578548174952)  2024-03-08T08:02Z [---] followers, [--] engagements


"Barron's bullish call on $MELI 💛"  
[X Link](https://x.com/JomaSilva88/status/1766869083574739347)  2024-03-10T16:49Z [---] followers, [---] engagements


"$ULTA : While its shares are up 12% over the past three months Ulta remains one of the few stocks within the hardlines/ broadlines retail sector trading below its five-year average historical multiple"  
[X Link](https://x.com/JomaSilva88/status/1766901506647748751)  2024-03-10T18:58Z [---] followers, [--] engagements


"The moat of $DIS one slide"  
[X Link](https://x.com/JomaSilva88/status/1767307157945418127)  2024-03-11T21:50Z [---] followers, [--] engagements


"$ULTA reported results in line with analysts' expectations in Q4 FY2023 with revenue up 10.2% year on year to $3.55 billion. It made a GAAP profit of $8.08 per share improving from its profit of $6.68 per share in the same quarter last year 👇 https://files.quartr.com/reports/14d94-2024-03-14-08-52-07.pdf https://files.quartr.com/reports/14d94-2024-03-14-08-52-07.pdf"  
[X Link](https://x.com/JomaSilva88/status/1768390400610304241)  2024-03-14T21:35Z [---] followers, [---] engagements


"@Quality_stocksA Have you thought of $GTT 🙂"  
[X Link](https://x.com/JomaSilva88/status/1769029557523206238)  2024-03-16T15:54Z [---] followers, [----] engagements


"$ACN reports for fiscal Q2 earnings per share (EPS) of $2.77 surpassing the analysts' forecast of $2.66. The company's revenue reached $15.8 billion slightly below the expected $15.84 billion. Slides below 👇 https://files.quartr.com/conference-calls/e05ee-2024-03-21-11-21-20.pdf https://files.quartr.com/conference-calls/e05ee-2024-03-21-11-21-20.pdf"  
[X Link](https://x.com/JomaSilva88/status/1770795093408035125)  2024-03-21T12:50Z [---] followers, [---] engagements


"$AZO is a great quality compounder The best share cannibal of the last [--] decades $AZO https://t.co/qlNvOuq6Lk The best share cannibal of the last [--] decades $AZO https://t.co/qlNvOuq6Lk"  
[X Link](https://x.com/JomaSilva88/status/1770838565661896953)  2024-03-21T15:43Z [---] followers, [--] engagements


"$LULU valuation seems more reasonable after the 16% fall. It's currently trading at a 32% FCF YIELD. I like the international expansion despite the conservative outlook ST"  
[X Link](https://x.com/JomaSilva88/status/1771578519149043948)  2024-03-23T16:43Z [---] followers, [---] engagements


"Should you buy Google Great [--] min analysis of $GOOGL 👇"  
[X Link](https://x.com/JomaSilva88/status/1771837282896535871)  2024-03-24T09:51Z [---] followers, [--] engagements


"$LULU valuation by unrivaled investing"  
[X Link](https://x.com/JomaSilva88/status/1771901931520180308)  2024-03-24T14:08Z [---] followers, [--] engagements


"@thexcapitalist @StockMKTNewz If only this old Reddit post would have worked $COST 🤣🤣"  
[X Link](https://x.com/JomaSilva88/status/1772326818990686382)  2024-03-25T18:16Z [---] followers, [--] engagements


"@Quality_stocksA Holding time = forever 💎🙌🤣"  
[X Link](https://x.com/JomaSilva88/status/1774464071414223174)  2024-03-31T15:49Z [---] followers, [---] engagements


"Buying $UNH after the correction. It's hard not to like the company at this valuation 😉💎 A sober valuation analysis on $UNH 🧘🏽♂ NTM P/E Ratio: 16.50x 5-Year Mean: 19.67x NTM FCF Yield: 6.84% 5-Year Mean: 5.86% As you can see $UNH appears to be trading below fair value Going forward investors can receive 19% MORE in earnings per share & 17% MORE in https://t.co/xHUWeHKaf9 A sober valuation analysis on $UNH 🧘🏽♂ NTM P/E Ratio: 16.50x 5-Year Mean: 19.67x NTM FCF Yield: 6.84% 5-Year Mean: 5.86% As you can see $UNH appears to be trading below fair value Going forward investors can receive 19%"  
[X Link](https://x.com/JomaSilva88/status/1775548227267199397)  2024-04-03T15:37Z [---] followers, [---] engagements


"$ULTA : "What we've seen so far is a slowdown in the total category across price points and segments. That's a bit earlier and a bit bigger than we thought." I still ulta despite the slide 🙂"  
[X Link](https://x.com/JomaSilva88/status/1775548809235382428)  2024-04-03T15:39Z [---] followers, [---] engagements


"@DimitryNakhla What do you think of $ULTA after the correction"  
[X Link](https://x.com/JomaSilva88/status/1775548909332431019)  2024-04-03T15:40Z [---] followers, [---] engagements


"@Asset_Ctrl_Pro Salut Super intressant. Je ne pensais pas que $APD ferait aussi bien. 😲 Pourtant je dtiens LINDE & Air Liquide. A rflchir tout a Merci 🙌"  
[X Link](https://x.com/JomaSilva88/status/1775550566170591539)  2024-04-03T15:46Z [---] followers, [--] engagements


"After the correction I had a look at $ULTA financials : - Bull Case: ULTA has a great tack record of growth delivery at 16.5% with an increadible lineality of 94% r2 and FCF increase of 37% at 91% r2 lineality - Bear Case: Growth is slowing down I can share the sheet on DM😉"  
[X Link](https://x.com/JomaSilva88/status/1775883939556524538)  2024-04-04T13:51Z [---] followers, [--] engagements


"$ULTA analysis 😍🙌 A sober valuation analysis on $ULTA 🧘🏽♂ NTM P/E Ratio: 16.41x 5-Year Mean: 22.82x NTM FCF Yield: 5.45% 5-Year Mean: 4.30% As you can see $ULTA appears to be trading below fair value Going forward investors can receive 39% MORE in earnings per share & 26% MORE in https://t.co/T40mBilHYG A sober valuation analysis on $ULTA 🧘🏽♂ NTM P/E Ratio: 16.41x 5-Year Mean: 22.82x NTM FCF Yield: 5.45% 5-Year Mean: 4.30% As you can see $ULTA appears to be trading below fair value Going forward investors can receive 39% MORE in earnings per share & 26% MORE in https://t.co/T40mBilHYG"  
[X Link](https://x.com/JomaSilva88/status/1775940900184625527)  2024-04-04T17:38Z [---] followers, [---] engagements


"Very interesting video in a market I didn't know much about : $MAR $AC $H $HLT https://youtu.be/qFUuUzZNznYsi=syUUsxIdpYr0Mhlq https://youtu.be/qFUuUzZNznYsi=syUUsxIdpYr0Mhlq"  
[X Link](https://x.com/JomaSilva88/status/1776590919870890139)  2024-04-06T12:40Z [---] followers, [--] engagements


"$LULU Is a nice growth stock with some quality fundamentals. A sober valuation analysis on $LULU 🧘🏽♂ NTM P/E Ratio: 25.14x 10-Year Mean: 35.96x NTM FCF Yield: 3.09% 10-Year Mean: 2.15% As you can see $LULU appears to be trading below fair value Going forward investors can receive 43% MORE in earnings per share & 43% MORE https://t.co/SAj2B2GAni A sober valuation analysis on $LULU 🧘🏽♂ NTM P/E Ratio: 25.14x 10-Year Mean: 35.96x NTM FCF Yield: 3.09% 10-Year Mean: 2.15% As you can see $LULU appears to be trading below fair value Going forward investors can receive 43% MORE in earnings per"  
[X Link](https://x.com/JomaSilva88/status/1776979808250925128)  2024-04-07T14:26Z [---] followers, [---] engagements


"$MNST is trading close to fair value. Great stock and analysis below A sober valuation analysis on $MNST 🧘🏽♂ NTM P/E Ratio: 30.63x 10-Year Mean: 33.12x NTM FCF Yield: 2.98% 10-Year Mean: 3.05% As you can see $MNST appears to be trading near fair value Going forward investors can receive 8% MORE in earnings per share & 2% LESS in https://t.co/jiN5FJUyIt A sober valuation analysis on $MNST 🧘🏽♂ NTM P/E Ratio: 30.63x 10-Year Mean: 33.12x NTM FCF Yield: 2.98% 10-Year Mean: 3.05% As you can see $MNST appears to be trading near fair value Going forward investors can receive 8% MORE in earnings"  
[X Link](https://x.com/JomaSilva88/status/1777433768812278233)  2024-04-08T20:30Z [---] followers, [---] engagements


"$UNH earnings come on Tuesday [--] They have a great track record on doing better than expected:"  
[X Link](https://x.com/JomaSilva88/status/1779072403064189223)  2024-04-13T09:01Z [---] followers, [---] engagements


"Barron's article on big pharma: A new wave of Medicare price rules makes the industry less predictable than ever. Investors should embrace that reality. The days of putting Big Pharma investments on autopilot are long gone. $MRK $BMY $LLY $PFE https://www.barrons.com/articles/big-pharma-stocks-investors-mistakes-90e3c575 https://www.barrons.com/articles/big-pharma-stocks-investors-mistakes-90e3c575"  
[X Link](https://x.com/JomaSilva88/status/1779085691336450370)  2024-04-13T09:54Z [---] followers, [--] engagements


"@long_equity I don't get why $UNH is trailing so much other insurers. Will see after earnings on Tuesday"  
[X Link](https://x.com/JomaSilva88/status/1779100161660092860)  2024-04-13T10:51Z [---] followers, [---] engagements


"@Quartr_App @RobertIger @charliebilello @TSOH_Investing @ScottGustin @JoinCommonstock @MwangoCapital @Investacus @Retail_Guru @RobertBrokamp @Bat_tery Great infographic Very much in line with $DIS slide :"  
[X Link](https://x.com/JomaSilva88/status/1779143069557825640)  2024-04-13T13:42Z [---] followers, [---] engagements


"The agenda for this week with a focus to Europe : $LVMH $OR $GTT $FDJ $ASML $EL $EDEN"  
[X Link](https://x.com/JomaSilva88/status/1779190865355051309)  2024-04-13T16:52Z [---] followers, [---] engagements


"@DividendDynasty What website do you use Personally I prefer guru focus reverse DCF 😁 $SBUX"  
[X Link](https://x.com/JomaSilva88/status/1779611322176463257)  2024-04-14T20:42Z [---] followers, [--] engagements


"As expected $UNH results were solid. It remains a great qualitative and defensive stock. Undervalued if you ask me. $UNH Earnings released; UnitedHealth Non-GAAP EPS of $6.91 beats by $0.29 revenue of $99.79B beats by $490M. A double beat for $UNH ✅✅ Shares 📈 5% in the pre-market. https://t.co/BN4mi7qKi8 $UNH Earnings released; UnitedHealth Non-GAAP EPS of $6.91 beats by $0.29 revenue of $99.79B beats by $490M. A double beat for $UNH ✅✅ Shares 📈 5% in the pre-market. https://t.co/BN4mi7qKi8"  
[X Link](https://x.com/JomaSilva88/status/1780498444320231880)  2024-04-17T07:28Z [---] followers, [---] engagements


"@DimitryNakhla People are scared it's the new under armour but it is of great quality"  
[X Link](https://x.com/JomaSilva88/status/1780695685144216009)  2024-04-17T20:31Z [---] followers, [---] engagements


"Is $ASML expensive I run a quick reverse FCF (31% CAGR) & EPS (18.8% CAGR). In tearms of FCF it seems expensive but for the EPS is could be attainable"  
[X Link](https://x.com/JomaSilva88/status/1780872963434135703)  2024-04-18T08:16Z [---] followers, [--] engagements


"some detail on the statement above on $ASML"  
[X Link](https://x.com/JomaSilva88/status/1780873955743580410)  2024-04-18T08:20Z [---] followers, [--] engagements


"Great quality results from $OR Luxury is lagging but derma beauty is booming 🔥 https://files.quartr.com/reports/f817f-2024-04-18-04-42-09.pdf https://files.quartr.com/reports/f817f-2024-04-18-04-42-09.pdf"  
[X Link](https://x.com/JomaSilva88/status/1781007966402973799)  2024-04-18T17:12Z [---] followers, [---] engagements


"les ventes de $EL ont progress de 55% marquant un lger ralentissement par rapport l'ensemble de l'anne coule o la croissance s'est tablie 71%"  
[X Link](https://x.com/JomaSilva88/status/1781009192389582916)  2024-04-18T17:17Z [---] followers, [--] engagements


"The sales growth exceeded a consensus of a 6.1% rise cited by analysts at Jefferies. Sales were up 8.3% on a reported basis. $ELF $COTY $EL"  
[X Link](https://x.com/JomaSilva88/status/1781010116063514781)  2024-04-18T17:21Z [---] followers, [--] engagements


"@IrrationalMrkts It reminds me of $WKL"  
[X Link](https://x.com/JomaSilva88/status/1781976239592378381)  2024-04-21T09:20Z [---] followers, [--] engagements


"$CDNS Bearish Highlights: ⚠ China revenue decline in Q1 impacting the outlook for Q2. Bullish Highlights: 🚀 Strong design activity in hyperscale computing autonomous driving and 5G. High attach rates expected for new Z3 and X3 systems. https://files.quartr.com/reports/c0b33-2024-04-23-07-49-08.pdf https://files.quartr.com/reports/c0b33-2024-04-23-07-49-08.pdf"  
[X Link](https://x.com/JomaSilva88/status/1782751362343927821)  2024-04-23T12:40Z [---] followers, [--] engagements


"After this correction I agree with @DimitryNakhla that it's time to look at $MSCI. 😉 📢 It could be an interesting time to analyse and maybe buy such a quality business 💎 On April [--] [----] I shared my analysis on $MSCI suggesting it was overvalued at $542💵 & a good consideration at $450💵 Since that post $MSCI is down -13.0% & is currently trading for $473💵 As I stated in my analysis: As you can see $MSCI appears to have attractive return https://t.co/eQH6XbyF7B On April [--] [----] I shared my analysis on $MSCI suggesting it was overvalued at $542💵 & a good consideration at $450💵 Since that"  
[X Link](https://x.com/JomaSilva88/status/1782799373094789382)  2024-04-23T15:51Z [---] followers, [---] engagements


"$MC $EL $OR $RMS Exponential free cash flow per share growth in France https://t.co/HKL7ovWhAZ Exponential free cash flow per share growth in France https://t.co/HKL7ovWhAZ"  
[X Link](https://x.com/JomaSilva88/status/1783293358510915898)  2024-04-25T00:34Z [---] followers, [---] engagements


"After the correction $ULTA is looking cheap. 💎🎯"  
[X Link](https://x.com/JomaSilva88/status/1783903633240740210)  2024-04-26T16:59Z [---] followers, [---] engagements


"@DimitryNakhla $ULTA is becoming a no brainer 🤤🧡"  
[X Link](https://x.com/JomaSilva88/status/1783919843810439255)  2024-04-26T18:03Z [---] followers, [---] engagements


"After this week correction $MSCI is looking interesting 💎🎯 🔥Reverse FCF is high at 20% but it's in line with the past performance 🔮"  
[X Link](https://x.com/JomaSilva88/status/1784131494815916329)  2024-04-27T08:04Z [---] followers, [---] engagements


"@FinFluentialx $GOOGL 💎"  
[X Link](https://x.com/JomaSilva88/status/1784140200106422775)  2024-04-27T08:39Z [---] followers, [--] engagements


"After the mild results from $ODFL I think the stock is still expensive for now. 📉 🧠 Great business though https://files.quartr.com/reports/19960-2024-04-24-11-31-04.pdf https://files.quartr.com/reports/19960-2024-04-24-11-31-04.pdf"  
[X Link](https://x.com/JomaSilva88/status/1784572610438721833)  2024-04-28T13:17Z [---] followers, [---] engagements


"Good results from $WKL Guidance maintained and revenue growth at 6%. Valuation is not cheap but it's due to its quality and 82% recurring revenues. https://files.quartr.com/reports/eef5e-2024-05-01-06-30-27.pdf https://files.quartr.com/reports/eef5e-2024-05-01-06-30-27.pdf"  
[X Link](https://x.com/JomaSilva88/status/1785611710973264062)  2024-05-01T10:06Z [---] followers, [--] engagements


"Good performance from $NVO Novo Nordisk raised its [----] outlook on Thursday and delivered better than expected (again) quarterly profits 🚀"  
[X Link](https://x.com/JomaSilva88/status/1785937599544066207)  2024-05-02T07:41Z [---] followers, [---] engagements


"You'll find below a list of interesting Quality/Value () companies currently cheap compared to their past FCF performance : $V $SBUX $ULTA $QLYS $ATD $PYPL $EVO Notice: All are in my Watchlist but not in my Portfolio 😏"  
[X Link](https://x.com/JomaSilva88/status/1785964429705703448)  2024-05-02T09:27Z [---] followers, [----] engagements


"Update on $SBUX valuation Not in but interested 🧠🎯 $SBUX Update 👇🏽 In the first two photos you will see the Before Earnings estimates & After Earnings estimates The original [----] EPS estimate was lowered from $5.35 to $4.98 a 6.91% decrease 📉 However it would be prudent to approach these lower estimates with caution as https://t.co/k0eN6QNPr5 $SBUX Update 👇🏽 In the first two photos you will see the Before Earnings estimates & After Earnings estimates The original [----] EPS estimate was lowered from $5.35 to $4.98 a 6.91% decrease 📉 However it would be prudent to approach these lower"  
[X Link](https://x.com/JomaSilva88/status/1786011199139635396)  2024-05-02T12:33Z [---] followers, [---] engagements


"Disappointing earnings from $REGN 📉 Lifted guidance is a nice touch 🥴 https://files.quartr.com/reports/4f4fa-2024-05-02-10-15-32.pdf https://files.quartr.com/reports/4f4fa-2024-05-02-10-15-32.pdf"  
[X Link](https://x.com/JomaSilva88/status/1786013359327818220)  2024-05-02T12:42Z [---] followers, [---] engagements


"$MNST Monster missed analysts' revenue expectations by 1.5% last quarter reporting revenues of $1.73 billion up 14.4% year on year. It was a slower quarter for the company with a miss of analysts' earnings estimates. 🥴 https://files.quartr.com/reports/53c74-2024-05-02-08-38-04.pdf https://files.quartr.com/reports/53c74-2024-05-02-08-38-04.pdf"  
[X Link](https://x.com/JomaSilva88/status/1786126076281835752)  2024-05-02T20:10Z [---] followers, [---] engagements


"$FTNT Total revenue of $1.35 billion up 7% year over year 📉🫣 Service revenue of $944 million up 24% GAAP operating margin of 23.7% Non-GAAP operating margin of 28.5%1 Cash flow from operations of $830 million Free cash flow of $609 million https://investor.fortinet.com/news-releases/news-release-details/fortinet-reports-first-quarter-2024-financial-results https://investor.fortinet.com/news-releases/news-release-details/fortinet-reports-first-quarter-2024-financial-results"  
[X Link](https://x.com/JomaSilva88/status/1786126689203818977)  2024-05-02T20:12Z [---] followers, [---] engagements


"$MELI Latin America e-commerce giant MercadoLibre (NASDAQ:MELI) said on Thursday its first-quarter net profit surged 71% from a year earlier beating analysts' estimates as its performance in Brazil and Mexico offset some negative effects in Argentina. https://files.quartr.com/reports/3607c-2024-05-02-08-58-03.pdf https://files.quartr.com/reports/3607c-2024-05-02-08-58-03.pdf"  
[X Link](https://x.com/JomaSilva88/status/1786127376302149798)  2024-05-02T20:15Z [---] followers, [---] engagements


"$BKNG The company reported earnings per share (EPS) of $20.39 significantly surpassing the analyst expectations of $14.09. Revenue was reported at $4.4 billion also above the consensus projection of $4.25 billion. https://files.quartr.com/reports/05cd7-2024-05-02-08-02-04.pdf https://files.quartr.com/reports/05cd7-2024-05-02-08-02-04.pdf"  
[X Link](https://x.com/JomaSilva88/status/1786127756566131116)  2024-05-02T20:16Z [---] followers, [---] engagements


"$Meli 👇👇👏"  
[X Link](https://x.com/JomaSilva88/status/1786129926233420027)  2024-05-02T20:25Z [---] followers, [---] engagements


"$ITP : Le march est dautant plus exigeant pour la valeur quelle est chre capitalisant [--] fois le bnfice estim [----]. Mais le bon dmarrage de Lacoste est encourageant"  
[X Link](https://x.com/JomaSilva88/status/1787173106240352282)  2024-05-05T17:30Z [---] followers, [--] engagements


"$NOVO PER de [--] fois [----] vs [--] fois pour le secteur et la faible diversification du groupe expliquent la nervosit des marchs. Au stade actuel les volumes compensent de possibles baisses de prix qui sont naturelles et ont t intgres dans les objectifs"  
[X Link](https://x.com/JomaSilva88/status/1787173749214654483)  2024-05-05T17:33Z [---] followers, [--] engagements


"Microchip $MCHP reported fourth quarter EPS of $0.57 in line with the analyst estimate of $0.57. Revenue for the quarter came in at $1.33B versus the consensus estimate of $1.33B. https://files.quartr.com/reports/eb0df-2024-05-06-08-55-19.pdf https://files.quartr.com/reports/eb0df-2024-05-06-08-55-19.pdf"  
[X Link](https://x.com/JomaSilva88/status/1787579450667757569)  2024-05-06T20:25Z [---] followers, [---] engagements


"Vertex $VRTX reported adjusted earnings per share of $4.76 on revenue of $2.69 billion topping market estimates $4.06 on revenue of $2.58 billion according to LSEG data for the quarter ended March [--]. https://files.quartr.com/reports/4fee6-2024-05-06-08-41-05.pdf https://files.quartr.com/reports/4fee6-2024-05-06-08-41-05.pdf"  
[X Link](https://x.com/JomaSilva88/status/1787580094287884475)  2024-05-06T20:28Z [---] followers, [---] engagements


"Walt Disney $DIS streaming entertainment unit posted its first profit two quarters ahead of schedule and the media company raised its annual earnings per share outlook as it said turnaround efforts were yielding results. https://files.quartr.com/reports/6c279-2024-05-07-10-00-35.pdf https://files.quartr.com/reports/6c279-2024-05-07-10-00-35.pdf"  
[X Link](https://x.com/JomaSilva88/status/1787797094339629332)  2024-05-07T10:50Z [---] followers, [---] engagements


"MarketAxesss ( $MKTX) reported first quarter EPS of $1.92 $0.05 better than the analyst estimate of $1.87. Revenue for the quarter came in at $210.3M versus the consensus estimate of $212.99M. 🥴 https://files.quartr.com/reports/ea066-2024-05-07-10-42-32.pdf https://files.quartr.com/reports/ea066-2024-05-07-10-42-32.pdf"  
[X Link](https://x.com/JomaSilva88/status/1787798556767625706)  2024-05-07T10:56Z [---] followers, [---] engagements


"@long_equity Mastercard 💚"  
[X Link](https://x.com/JomaSilva88/status/1788059113022247145)  2024-05-08T04:11Z [---] followers, [--] engagements


"Frankly for the price it's UGLY $AFX 😖📉 #Zeiss -577% https://files.quartr.com/conference-calls/71755-2024-05-08-09-11-36.pdf https://files.quartr.com/conference-calls/71755-2024-05-08-09-11-36.pdf"  
[X Link](https://x.com/JomaSilva88/status/1788248765167538671)  2024-05-08T16:45Z [---] followers, [----] engagements


"Great list of high growth companies. Personally I like $CRWD $FVRR [--] High-Growth software stocks that finally turned profitable this year: Thread [--] High-Growth software stocks that finally turned profitable this year: Thread"  
[X Link](https://x.com/JomaSilva88/status/1788655605655253448)  2024-05-09T19:41Z [---] followers, [---] engagements


"🧠 #ScottishMortgage $SMT one of the biggest and most popular investment trusts which invests in what it calls 'the world's most exceptional public and private growth companies' at the forefront of huge structural shifts. 🚀"  
[X Link](https://x.com/JomaSilva88/status/1789199915177877584)  2024-05-11T07:44Z [---] followers, [---] engagements


"Looking for inspiration in small/medium cap Quality jewels 💎 I recommend this video from #Smithson AGM #Fundsmith $QLYS $ODD $MAMO $NEM $RAA $CSGP $RTM https://youtu.be/dKCalbTR-yAsi=UPJA8JBfQ_vhbB4u https://youtu.be/dKCalbTR-yAsi=UPJA8JBfQ_vhbB4u"  
[X Link](https://x.com/JomaSilva88/status/1789249322984345861)  2024-05-11T11:00Z [---] followers, [---] engagements


"I specially like $ODD valuation and results (quite young company hence not much history ⚠) Although being from Israel 81% of revenue comes from US 👍 Annual report: 👀 https://www.sec.gov/Archives/edgar/data/1907085/000110465923074291/tm223332-27_f1.htm https://www.sec.gov/Archives/edgar/data/1907085/000110465923074291/tm223332-27_f1.htm"  
[X Link](https://x.com/JomaSilva88/status/1789343550498394223)  2024-05-11T17:15Z [---] followers, [---] engagements


"$QLYS is also an interesting bet"  
[X Link](https://x.com/JomaSilva88/status/1789592224696590770)  2024-05-12T09:43Z [---] followers, [---] engagements


"$RAA not cheap but quality value 🪨"  
[X Link](https://x.com/JomaSilva88/status/1789593415979504093)  2024-05-12T09:48Z [---] followers, [--] engagements


"Great article on $ADS Vs $PUM rivalry 🤯 https://quartr.com/insights/business-philosophy/adidas-vs-puma-the-story-of-the-dassler-brothers https://quartr.com/insights/business-philosophy/adidas-vs-puma-the-story-of-the-dassler-brothers"  
[X Link](https://x.com/JomaSilva88/status/1789663548659884288)  2024-05-12T14:26Z [---] followers, [---] engagements


"@FirstSe14930054 Hey $EXO is an interesting one 🤯. As a holding its complicated but you have to believe in it's investments: Ferrari 👍 stellantis 🫳 CNH 🫳. $Adyen is a quality/solid/growth company that seems cheap vs it's expectations. BUT you have to be strong 🧠 to take the volatility 🥴"  
[X Link](https://x.com/JomaSilva88/status/1790270393317482884)  2024-05-14T06:38Z [---] followers, [--] engagements


"Super tableau comparatif prepar par @tommydouziech 🧠🎯 With $OR $ODD $ELF $COTY 😁🚀"  
[X Link](https://x.com/JomaSilva88/status/1790404484377485318)  2024-05-14T15:31Z [---] followers, [---] engagements


"$AMAT : Revenue $6.65 billion flat 🫳 GAAP operating margin [----] percent and non-GAAP operating margin [----] percent flat and down [---] p🫣 GAAP EPS $2.06 and non-GAAP EPS $2.09 up 11% and 5% year over year respectively👍 Generated $1.39 B$ in cash https://files.quartr.com/reports/27317-2024-05-16-08-14-11.pdf https://files.quartr.com/reports/27317-2024-05-16-08-14-11.pdf"  
[X Link](https://x.com/JomaSilva88/status/1791203934436012202)  2024-05-16T20:27Z [---] followers, [---] engagements


"Interesting under the radar purchases from $GOOGL 👀"  
[X Link](https://x.com/JomaSilva88/status/1792232274051645868)  2024-05-19T16:34Z [---] followers, [--] engagements


"$LULU is now starting to look interesting compared to it's guidance and past performance (FCF Reverse DCF of +12% in 10y) 🧠🎯 $LULU down 40% year-to-date. Though fundamentals look very strong. It posted 15% revenue growth in the last quarter and recorded its highest gross & profit margins since [----]. Yet the market sold it on weaker than expected guidance. Deep value or a value trap https://t.co/cfv9faXFkj $LULU down 40% year-to-date. Though fundamentals look very strong. It posted 15% revenue growth in the last quarter and recorded its highest gross & profit margins since [----]. Yet the"  
[X Link](https://x.com/JomaSilva88/status/1793369426731192575)  2024-05-22T19:52Z [---] followers, [---] engagements


"Upcoming earning on [--] days $ULTA Ulta Beauty is trading at its cheapest multiple in more than a decade excluding COVID. EV/EBIT: 11.6x $ULTA https://t.co/tx4sqPR1l3 Ulta Beauty is trading at its cheapest multiple in more than a decade excluding COVID. EV/EBIT: 11.6x $ULTA https://t.co/tx4sqPR1l3"  
[X Link](https://x.com/JomaSilva88/status/1795172279552295039)  2024-05-27T19:16Z [---] followers, [---] engagements


"@finchat_io $EVO Evolution AB"  
[X Link](https://x.com/JomaSilva88/status/1795900708211810447)  2024-05-29T19:31Z [---] followers, [----] engagements


"@DimitryNakhla I really like $ACN"  
[X Link](https://x.com/JomaSilva88/status/1796268834686476502)  2024-05-30T19:53Z [---] followers, [---] engagements


"$ULTA https://files.quartr.com/reports/5de15-2024-05-30-08-46-06.pdf https://files.quartr.com/reports/5de15-2024-05-30-08-46-06.pdf"  
[X Link](https://x.com/JomaSilva88/status/1796274888283689042)  2024-05-30T20:18Z [---] followers, [---] engagements


"$ULTA posted an EPS of $6.47 surpassing the analyst consensus of $2.70 by a notable $3.77. However the company did not report any revenue for the quarter missing the consensus estimate of $2.73 billion"  
[X Link](https://x.com/JomaSilva88/status/1796275526656778497)  2024-05-30T20:20Z [---] followers, [---] engagements


"$COST https://files.quartr.com/reports/0bbf1-2024-05-30-08-56-24.pdf $COST Costco Q3 FY24. Revenue +9% Y/Y to $58.5B ($0.5B beat). Non-GAAP EPS $3.78 ($0.10 beat). [---] warehouses (+25 Y/Y). Comparable sales Y/Y: US +6.0%. Company +6.5%. E-commerce +20.7%. https://t.co/2qdOFTokWz https://files.quartr.com/reports/0bbf1-2024-05-30-08-56-24.pdf $COST Costco Q3 FY24. Revenue +9% Y/Y to $58.5B ($0.5B beat). Non-GAAP EPS $3.78 ($0.10 beat). [---] warehouses (+25 Y/Y). Comparable sales Y/Y: US +6.0%. Company +6.5%. E-commerce +20.7%. https://t.co/2qdOFTokWz"  
[X Link](https://x.com/JomaSilva88/status/1796278860180312255)  2024-05-30T20:33Z [---] followers, [---] engagements


"Research reports on $LULU $COST & $ABNB"  
[X Link](https://x.com/JomaSilva88/status/1797319563052232780)  2024-06-02T17:29Z [---] followers, [---] engagements


"@ZeevyInvesting According to Fidelity 😉 Do you agree https://institutional.fidelity.com/app/item/RD_13569_40890/business-cycle-update.htmlpos=T https://institutional.fidelity.com/app/item/RD_13569_40890/business-cycle-update.htmlpos=T"  
[X Link](https://x.com/JomaSilva88/status/1797654443330261334)  2024-06-03T15:39Z [---] followers, [--] engagements


"$LULU lululemon athletica Guides For [----] EPS of $14.27-$14.47 on Revenue of $10.7-$10.8 Billion vs CIQ Analyst Consensus of $14.14/Share on Revenue of $10.76 Billion 🚀 https://files.quartr.com/reports/3bd0e-2024-06-05-08-11-11.pdf https://files.quartr.com/reports/3bd0e-2024-06-05-08-11-11.pdf"  
[X Link](https://x.com/JomaSilva88/status/1798447943420424358)  2024-06-05T20:12Z [---] followers, [---] engagements


"I recommend the podcast from @AcquiredFM of $SBUX story 😍 How did a simple caf turn into a $90 billion powerhouse $SBUX was founded in [----] and initially operated as a coffee bean retailer for about a decade. @HowardSchultz joined Starbucks in [----] after being captivated by the unparalleled quality its coffee. His vision https://t.co/tYfLH34SAh How did a simple caf turn into a $90 billion powerhouse $SBUX was founded in [----] and initially operated as a coffee bean retailer for about a decade. @HowardSchultz joined Starbucks in [----] after being captivated by the unparalleled quality its"  
[X Link](https://x.com/JomaSilva88/status/1798754105307066705)  2024-06-06T16:29Z [---] followers, [---] engagements


"@thexcapitalist I think this call was an eye opener on the prospects and the risks for $ULTA . Competition is tough but the [---] new ULTA selling points in Target could be a great opportunity. $TGT I recommend it : https://qcast.page.link/htLX6o7e9sXMMdAH7 https://qcast.page.link/htLX6o7e9sXMMdAH7"  
[X Link](https://x.com/JomaSilva88/status/1799476122775670901)  2024-06-08T16:18Z [---] followers, [----] engagements


"Barron's is bullish on $LMT Personally I'm out because I don't see much growth"  
[X Link](https://x.com/JomaSilva88/status/1799792384475340880)  2024-06-09T13:15Z [---] followers, [--] engagements


"$ORCL posted a jump in cloud revenue for the fourth quarter on Tuesday signaling upbeat demand for its cloud services as clients ramp up spending sending its shares up 9% in extended trading. https://files.quartr.com/reports/91365-2024-06-11-08-10-18.pdf https://files.quartr.com/reports/91365-2024-06-11-08-10-18.pdf"  
[X Link](https://x.com/JomaSilva88/status/1800634061506933217)  2024-06-11T20:59Z [---] followers, [--] engagements


"The CFO of $ULTA was quite optimistic in the growth and client retention 🎯 https://qcast.page.link/zYhH3BNTereSjJeB6 https://qcast.page.link/zYhH3BNTereSjJeB6"  
[X Link](https://x.com/JomaSilva88/status/1800988544053153918)  2024-06-12T20:28Z [---] followers, [--] engagements


"Good results from $ADBE stock is up 12% in after market 🚀😍 https://www.adobe.com/pdf-page.htmlpdfTarget=aHR0cHM6Ly93d3cuYWRvYmUuY29tL2NvbnRlbnQvZGFtL2NjL2VuL2ludmVzdG9yLXJlbGF0aW9ucy9wZGZzLzMxNjA0MjAyL2JpNHk1ZXN0aGRnZmUucGRm https://www.adobe.com/pdf-page.htmlpdfTarget=aHR0cHM6Ly93d3cuYWRvYmUuY29tL2NvbnRlbnQvZGFtL2NjL2VuL2ludmVzdG9yLXJlbGF0aW9ucy9wZGZzLzMxNjA0MjAyL2JpNHk1ZXN0aGRnZmUucGRm"  
[X Link](https://x.com/JomaSilva88/status/1801347428500607234)  2024-06-13T20:14Z [---] followers, [--] engagements


"Adobe $ADBE reported second quarter EPS of $4.48 $0.09 better than the analyst estimate of $4.39. Revenue for the quarter came in at $5.31B versus the consensus estimate of $5.29B"  
[X Link](https://x.com/JomaSilva88/status/1801347630800507063)  2024-06-13T20:15Z [---] followers, [--] engagements


"360 view of $ACN results The company expects annual revenue to grow between 1.5% and 2.5% compared with analysts' expectations of 1.6%. https://files.quartr.com/conference-calls/da5a7-2024-06-20-10-25-46.pdf https://files.quartr.com/conference-calls/da5a7-2024-06-20-10-25-46.pdf"  
[X Link](https://x.com/JomaSilva88/status/1803802055900815759)  2024-06-20T14:48Z [---] followers, [--] engagements


"@ZeevyInvesting What is the index since [----] Rather take the SP500 than starting too early when there were just a handful of stocks"  
[X Link](https://x.com/JomaSilva88/status/1804444137472577726)  2024-06-22T09:19Z [---] followers, [--] engagements


"@DimitryNakhla Quality companies can stay flat some time before the price explodes upward. Patience is key. It's the same case with $UNH. Celsius is a risk but I think there is space for growth in both sides"  
[X Link](https://x.com/JomaSilva88/status/1805297026902761799)  2024-06-24T17:48Z [---] followers, [--] engagements


"@tommydouziech Fortinet a un bon mlange hardware valo software📈. En plus c'est dtenu par Terry Smith 💚 J'ai bien aim l'ide en bas de Microsoft 🤔"  
[X Link](https://x.com/JomaSilva88/status/1805662095817494634)  2024-06-25T17:59Z [---] followers, [---] engagements


"Nice infographie Top holders are no surprise $MSFT $AMZN $GOOGL $V $UNH"  
[X Link](https://x.com/JomaSilva88/status/1805948966623682894)  2024-06-26T12:59Z [---] followers, [--] engagements


"@Im_Specter Les fondamentaux passs sont super mais Microsoft est devenu un concurrent avec le logiciel Microsoft Defender Vulnerability Management. Du coup j'ai prfr Fortinet (software+ hardware)"  
[X Link](https://x.com/JomaSilva88/status/1807393952233840762)  2024-06-30T12:41Z [---] followers, [--] engagements


"Morningstar published a bullish note on $UMG with a faire value of [--] EUR 🚀. They see a favorable outlook for record companies. Revenue growth is estimated at [--] and 8% with margin improvements. The reverse DCF shows some high expectations but it is certainly a quality company"  
[X Link](https://x.com/JomaSilva88/status/1808220357775839499)  2024-07-02T19:25Z [---] followers, [--] engagements


"@LionCubsFund Thanks to Morgan Stanley 😋"  
[X Link](https://x.com/JomaSilva88/status/1808440366200135752)  2024-07-03T09:59Z [---] followers, [--] engagements


"$GMAB FCF has increased by [--] 339% in 10Y and is currently down -36% YTD. #Bull case 🐂Darzalex in partnership with wide-moat Johnson & Johnson remains entrenched in the standard of care for multiple myeloma #Bear Case 🐻Depends heavily on Darzalex (68% of revenue in '23)"  
[X Link](https://x.com/JomaSilva88/status/1808525906899583099)  2024-07-03T15:39Z [---] followers, [--] engagements


"$MNST Bulls 🚀 Strong energy drink demand coupled with Monsters strong innovation pipeline bodes well for high-single-digit growth in the coming years Monster has broadened its appeal to health-conscious consumers LT distribution partnership w Coke"  
[X Link](https://x.com/JomaSilva88/status/1809556409408696751)  2024-07-06T11:54Z [---] followers, [--] engagements


"$MAS Bulls 🚀 The R&R market is poised for long-term growth with a wide moat. 🧠 Masco's growth strategy for its plumbing and decorative architectural segments should support above-market growth. 💎Masco's brand portfolio enjoys pricing power which supports margin stability"  
[X Link](https://x.com/JomaSilva88/status/1809665262917997017)  2024-07-06T19:06Z [---] followers, [--] engagements


"$MAS bears ☁ R&R spending and new-home construction weakness could persist due to challenging housing affordability conditions and elevated economic uncertainty pressuring Mascos sales growth and profitability. 🤦 Future acquisitions could destroy shareholder value 👎"  
[X Link](https://x.com/JomaSilva88/status/1809666120854708715)  2024-07-06T19:09Z [---] followers, [--] engagements


"$NKE BULLS 🚀 global sportswear market should expand especially in Asia. As the share leader in most countries it will benefit 📈restructuring efforts to achieve $2B in cost cuts and strategy (increased innovation direct-to-consumer sales and speed) could improve margins"  
[X Link](https://x.com/JomaSilva88/status/1809668798036721844)  2024-07-06T19:20Z [---] followers, [---] engagements


"$NKE BEARS ☁Nikes dominance in running shoes has been challenged by the success of relative newcomers like Hoka and On. It has fallen behind some others on innovation. 👎The Chinese sportswear market is increasingly competitive as nationalism has boosted native brands"  
[X Link](https://x.com/JomaSilva88/status/1809669290741596592)  2024-07-06T19:22Z [---] followers, [---] engagements


"Why do I like #AirLiquide $AI in my portfolio :"  
[X Link](https://x.com/JomaSilva88/status/1812571145851519042)  2024-07-14T19:33Z [---] followers, [---] engagements


"#InteractiveBrokers $IBKR reported second quarter EPS of $1.76 $0.05 better than the analyst estimate of $1.71. 🚀 Revenue for the quarter came in at $1.29B versus the consensus estimate of $1.26B. Interactive Brokers added another [------] accounts this quarter. That's a 38% CAGR over the last [---] years. $IBKR https://t.co/N5aiL44s9C Interactive Brokers added another [------] accounts this quarter. That's a 38% CAGR over the last [---] years. $IBKR https://t.co/N5aiL44s9C"  
[X Link](https://x.com/JomaSilva88/status/1813311859153654215)  2024-07-16T20:36Z [---] followers, [---] engagements


"What is you TOP [--] in your watchlist My list below with risks : $CROX - monoproduct & low moat $EVO - Regulation $GAW - discretionary $QLYS - Microsoft competition $GMAB - Monoproduct biotech $MCHP - Cyclical $MUM - Small Cap $LULU - discretionary $CRM - Challenged"  
[X Link](https://x.com/JomaSilva88/status/1814337237959553474)  2024-07-19T16:31Z [---] followers, [---] engagements


""Switching Costs" is a powerful Moat source for some software companies like $ADBE $DOCU $HUBS $MANH $MSFT & $CRM IS: 🧠 Once an application is installed within an organization it becomes difficult to change it. Below a table of exemples and morning star valuation 🚀💎"  
[X Link](https://x.com/JomaSilva88/status/1814586228127248669)  2024-07-20T09:00Z [---] followers, [---] engagements


"@Tintincapital @stonkmetal Great compounder 🚀"  
[X Link](https://x.com/JomaSilva88/status/1815448563008278966)  2024-07-22T18:07Z [---] followers, [--] engagements


"$EDEN en hausse de 185% en donnes publies par rapport au premier semestre [----]. https://files.quartr.com/reports/611f6-2024-07-23-05-55-30.pdf https://files.quartr.com/reports/611f6-2024-07-23-05-55-30.pdf"  
[X Link](https://x.com/JomaSilva88/status/1815629205419266117)  2024-07-23T06:05Z [---] followers, [--] engagements


"#CAC40 ranked by FCF momentum GM Capex% ROIC Revenue R2 & CAGR (= weight)✅ $EDEN - Regulation risk $RMS - Luxury slowdown & valuation risk $CAP - Slowdown risk $MC - sector slowdown $TEP - AI sector disruption $LR - construction. $STMPA - cyclical $OR - China slowdown"  
[X Link](https://x.com/JomaSilva88/status/1815671796194041907)  2024-07-23T08:54Z [---] followers, [---] engagements


"Great quarter from $MSCI $MSCI with a strong Q2 [----] Report 🗓 Revenues: $707.95M (+14.0% YoY) ✅ Adjusted EPS: $3.64 (11.7% YoY) ✅ Notable Points 👇🏽 Best Q2 of new recurring subscription sales Retention rate of 94.8% Total Run Rate: $2.80B (+14.6% YoY) #stocks #investing $MSCI with a strong Q2 [----] Report 🗓 Revenues: $707.95M (+14.0% YoY) ✅ Adjusted EPS: $3.64 (11.7% YoY) ✅ Notable Points 👇🏽 Best Q2 of new recurring subscription sales Retention rate of 94.8% Total Run Rate: $2.80B (+14.6% YoY) #stocks #investing"  
[X Link](https://x.com/JomaSilva88/status/1815708215503376712)  2024-07-23T11:19Z [---] followers, [---] engagements


"@CmgVenture you could include $MNST event if its a minoritary stake 😉"  
[X Link](https://x.com/JomaSilva88/status/1815718839474159621)  2024-07-23T12:01Z [---] followers, [--] engagements


"@Im_Specter We could add $CROX but with a different momentum 😋"  
[X Link](https://x.com/JomaSilva88/status/1815720384492179657)  2024-07-23T12:07Z [---] followers, [--] engagements


"@RhinoInsight Really like this stock. I regret not buying a couple of months back after my analysis"  
[X Link](https://x.com/JomaSilva88/status/1816569513443545338)  2024-07-25T20:21Z [---] followers, [--] engagements


"The #Russell2000 is up 12% in [--] mont I scored the top [---] tech companies by FCF yield momentum GM Capex% Net Debt/EBIT FCF lineality & FCF CAGR [--]. $QLYS [--]. $BOX [--]. $MODN [--]. $ALRM [--]. $SPSC [--]. $NSIT [--]. $PRGS"  
[X Link](https://x.com/JomaSilva88/status/1816879744257790398)  2024-07-26T16:54Z [---] followers, [---] engagements


"Very interesting post from @DimitryNakhla as always. I took that list and did my own personal scoring at equal weight FCF Yield momentum GM FCF linearity & expectations. Quite a list: $GOOG if correction continues great buy $MSCI & pricey but great quality $INTU & $CRM ❤ [--] Quality Stocks Double-Digit EPS Growth 2025-2026 LTM ROIC FFO Int Coverage 💵 🖨 ASML Holding $ASML 2025E: $29.85 (58.7% YoY) 2026E: $34.61 (16.0% YoY) LTM ROIC: 39.7% FFO Int Coverage: 33.92x 💳 Mastercard $MA 2025E: $16.57 (16.1% YoY) 2026E: $19.33 (16.7% [--] Quality Stocks Double-Digit EPS Growth 2025-2026 LTM ROIC FFO"  
[X Link](https://x.com/JomaSilva88/status/1817951375763837400)  2024-07-29T15:52Z [---] followers, [---] engagements


"$ALITL Marge faible ⚠ mais belle croissance"  
[X Link](https://x.com/JomaSilva88/status/1818638340020728155)  2024-07-31T13:22Z [---] followers, [--] engagements


"$LSS valo leve mais justifie si la croissance continue"  
[X Link](https://x.com/JomaSilva88/status/1818638352419102819)  2024-07-31T13:22Z [---] followers, [--] engagements


"Full detail on the graph above I will further look at: #Baycurrent #TechnoPro #Nintendo (i always liked) #OBIC Toridoll Most of them have great ROIC no Debt interesting growth and valuations 🤩 Any other suggestion"  
[X Link](https://x.com/JomaSilva88/status/1820729786081181818)  2024-08-06T07:53Z [---] followers, [---] engagements


"An absolute list of quality companies from #Fundsmith Personally I like: $MSCI $MSFT $FTNT $NOVO $V $OR $LVMHF What are the highest quality companies in the Fundsmith/Smithson investable universe I took the complete set of holdings from both funds and ran it through one of my custom quality filters. The top [--] are: Nemetschek MSCI Qualys IDEXX Mettler-Toledo https://t.co/gKMEtYhucf What are the highest quality companies in the Fundsmith/Smithson investable universe I took the complete set of holdings from both funds and ran it through one of my custom quality filters. The top [--] are:"  
[X Link](https://x.com/JomaSilva88/status/1821202300360126711)  2024-08-07T15:10Z [---] followers, [---] engagements


"@ConsensusGurus Ticker is so close to $MNST I said What Hahahahaha 😂"  
[X Link](https://x.com/JomaSilva88/status/1821511741307502913)  2024-08-08T11:40Z [---] followers, [---] engagements


"@Stoic_investr @DimitryNakhla I really like the business and I am stakeholder but I don't agree it's immune. It's clearly suffering but I think the current investments are long term catalysts for the stock. The brands are intact too and the management is great"  
[X Link](https://x.com/JomaSilva88/status/1822271279199556022)  2024-08-10T13:58Z [---] followers, [---] engagements


"Wn warren buffet buys one of your big convictions 😍🚀 $ULTA "Ulta Beauty soars in afterhours as Buffet's Berkshire Hathaway takes stake" https://www.investing.com/news/stock-market-news/ulta-beauty-soars-in-afterhours-as-buffets-berkshire-hathaway-takes-stake-3572218 https://www.investing.com/news/stock-market-news/ulta-beauty-soars-in-afterhours-as-buffets-berkshire-hathaway-takes-stake-3572218"  
[X Link](https://x.com/JomaSilva88/status/1823819342162878983)  2024-08-14T20:29Z [---] followers, [---] engagements


"@thexcapitalist How I feel after warren bought $ULTA 🤣"  
[X Link](https://x.com/JomaSilva88/status/1824117865173110810)  2024-08-15T16:16Z [---] followers, [---] engagements


"While the Luxy sector keeps selling off management go shopping for $LVMH $MC (100Meuros) and $RMS (6.2 M euros)"  
[X Link](https://x.com/JomaSilva88/status/1834167603318669350)  2024-09-12T09:50Z [---] followers, [----] engagements


"Insanity check : After the worst month for the luxuty sector in years my favorite stock within the sector : $RMS : Expensive but resisted the slowdown $LVMH : Cheap & Wide Moat $MONC : recent seloff seems excesive $OR.PA : Defensive $SL.MI : Small cap. Backlog of 2y $RACE 😍"  
[X Link](https://x.com/JomaSilva88/status/1834612517483565365)  2024-09-13T15:18Z [---] followers, [----] engagements


"🔥If Barron's is bearish on #luxury it could be time to buy $RMS $LVMH $MC"  
[X Link](https://x.com/JomaSilva88/status/1837603476349538775)  2024-09-21T21:23Z [---] followers, [---] engagements


"🔥I could say the timing was quite lucky 😅. I personally bought some by the way 🚀 $LVMH + #PRADA + $RMS Insanity check : After the worst month for the luxuty sector in years my favorite stock within the sector : $RMS : Expensive but resisted the slowdown $LVMH : Cheap & Wide Moat $MONC : recent seloff seems excesive $OR.PA : Defensive $SL.MI : Small cap. Backlog of 2y $RACE 😍 https://t.co/UXdGsikIBC Insanity check : After the worst month for the luxuty sector in years my favorite stock within the sector : $RMS : Expensive but resisted the slowdown $LVMH : Cheap & Wide Moat $MONC : recent"  
[X Link](https://x.com/JomaSilva88/status/1839210889930547710)  2024-09-26T07:50Z [---] followers, [---] engagements


"@finchat_io The guys that did the IPO must be congratulating themselves 😅"  
[X Link](https://x.com/JomaSilva88/status/1840367157109993502)  2024-09-29T12:24Z [---] followers, [---] engagements


"Anybody tempted 😈 $EDEN takes the top place as the most undervalued wide moat stock for Morningstar. 🫣 Other European stocks like $EKTA $RI & $RHM are in the list 👀"  
[X Link](https://x.com/JomaSilva88/status/1842494012768272488)  2024-10-05T09:16Z [---] followers, [----] engagements


"@Investy_ France is reviewing the [----] budget with big tax increases. Furthermore France could change the lunch ticket tax regulations which would affect negatively. What's your take in $EDEN & $PLX"  
[X Link](https://x.com/JomaSilva88/status/1842826556084744476)  2024-10-06T07:17Z [---] followers, [---] engagements


"@long_equity There is big difference between $Novo and Eli Lilly $LLY. I don't know at what point both valuation differences are justified"  
[X Link](https://x.com/JomaSilva88/status/1844342780220539241)  2024-10-10T11:42Z [---] followers, [---] engagements


"Food for watchlists 😜 [--] european stocks @ 4.5% FCF Yield & rev growth 10% $GAW 5Y ROIC = 50% Rev Fwd 2Yr = 11% $EVO 5Y ROIC = 26% Rev Fwd 2Yr = 15% $EDEN 5Y ROIC = 15% Rev Fwd 2Yr = 12% $GMAB 5Y ROIC = 16% Rev Fwd 2Yr = 22% $FAGR 5Y ROIC = 11% Rev Fwd 2Yr = 9% almost🤣"  
[X Link](https://x.com/JomaSilva88/status/1844417033443959154)  2024-10-10T16:37Z [---] followers, [---] engagements


"For BOOK NERDS out there 🤩🧠 Amazing 🧵 with lots of must read books. Amazon's gonna be happy with all these orders 🫣🤣 Top Book Recommendations by [--] of the best Investors of all time: [--]. Warren Buffett https://t.co/ZdVFsRzVPI Top Book Recommendations by [--] of the best Investors of all time: [--]. Warren Buffett https://t.co/ZdVFsRzVPI"  
[X Link](https://x.com/JomaSilva88/status/1845409147694506120)  2024-10-13T10:20Z [---] followers, [---] engagements


"@vonEverecO On peut dire que l'acquisition de $RHM de Loc pourrait renforcer la production aux US. Tu penses quoi de kongsberg"  
[X Link](https://x.com/JomaSilva88/status/1848023842419069366)  2024-10-20T15:29Z [---] followers, [---] engagements


"New F80 from $RACE 🔥♥ Pricetag 🏷: [--] M Get [--] out of only [---] 🫣 THAT ROAR IS BULLISH TO ME 🐂 https://youtu.be/tYSo0LsHhvosi=1tZkzoJGIQP0vbnx https://youtu.be/tYSo0LsHhvosi=1tZkzoJGIQP0vbnx"  
[X Link](https://x.com/JomaSilva88/status/1850503009983156283)  2024-10-27T11:41Z [---] followers, [---] engagements


"Why do I like l'OREAL $OR is a global leader in the beauty industry with a strong presence in [---] countries and a diverse portfolio of [--] brands. Most of them were acquired across different segments incl. luxury consumer products professional and active cosmetics"  
[X Link](https://x.com/JomaSilva88/status/1852777976305197265)  2024-11-02T18:21Z [---] followers, [---] engagements


"@Investing_Table Very interesting Fully agree with the analysis. The company is registered in the Netherlands not the US. ♥"  
[X Link](https://x.com/JomaSilva88/status/1853912547398652015)  2024-11-05T21:29Z [---] followers, [--] engagements


"Is it worth investing in Europe Stocks 🤷♂🩵 [--] quality trading above 4% FCF% and ROIC10% My favorites in violet 💜 $UMG Rev Fwd 2Yr 6% $GMAB Rev Fwd 2Yr 22% $DB Rev Fwd 2Yr 8.6% - Cash machine $GTT Rev Fwd 2Yr 34% - monopoly $EVO Rev Fwd 2Yr 15% $MONC Rev Fwd 2Yr 4.5%"  
[X Link](https://x.com/JomaSilva88/status/1854505789559365807)  2024-11-07T12:46Z [---] followers, [----] engagements

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