Dark | Light
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

# ![@ValueByMarkus Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1359908609795231751.png) @ValueByMarkus Markus

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

### Engagements: XXX [#](/creator/twitter::1359908609795231751/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1359908609795231751/c:line/m:interactions.svg)

- X Week XXXXXX +693%
- X Month XXXXXXX +16%
- X Months XXXXXXX +112,030%
- X Year XXXXXXX +407,033%

### Mentions: XX [#](/creator/twitter::1359908609795231751/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1359908609795231751/c:line/m:posts_active.svg)

- X Week XX +3.90%
- X Month XX -XX%
- X Months XXX +3,729%
- X Year XXX +13,550%

### Followers: XXXXX [#](/creator/twitter::1359908609795231751/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1359908609795231751/c:line/m:followers.svg)

- X Week XXXXX +21%
- X Month XXXXX +43%
- X Months XXXXX +4,314%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1359908609795231751/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1359908609795231751/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1359908609795231751/influence)
---

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [luxury brands](/list/luxury-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[$lvmh](/topic/$lvmh) #9, [luxury](/topic/luxury) 15.22%, [$harvia](/topic/$harvia) 8.7%, [$lmnd](/topic/$lmnd) #236, [investment](/topic/investment) 6.52%, [summary](/topic/summary) #844, [pricing](/topic/pricing) #189, [return to](/topic/return-to) #1348, [cosmetics](/topic/cosmetics) #1129, [insurance](/topic/insurance) #766

**Top accounts mentioned or mentioned by**
[@raydalio](/creator/undefined) [@lucyfoleytweets](/creator/undefined) [@aswathdamodaran](/creator/undefined) [@williamgreen72](/creator/undefined) [@chriswmayer](/creator/undefined) [@erinmeyerinsead](/creator/undefined) [@thomaswesterhol](/creator/undefined) [@walterisaacson](/creator/undefined) [@herrkamrer](/creator/undefined) [@corvusherennius](/creator/undefined) [@max_schoon](/creator/undefined) [@ikiekko](/creator/undefined) [@firstadopter](/creator/undefined) [@readswithravi](/creator/undefined) [@stockmktnewz](/creator/undefined) [@stickstrom](/creator/undefined) [@tesla](/creator/undefined) [@fiscalai](/creator/undefined) [@maxschoon](/creator/undefined) [@comptortoise](/creator/undefined)

**Top assets mentioned**
[Lemonade, Inc. (LMND)](/topic/$lmnd) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Metadium (META)](/topic/$meta) [Tesla, Inc. (TSLA)](/topic/tesla) [Ferrari N.V. (RACE)](/topic/$race) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Airbnb Inc (ABNB)](/topic/$abnb) [Costco Wholesale Corporation (COST)](/topic/costco) [Charg Coin (CHG)](/topic/$chg) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [PoolTogether (POOL)](/topic/$pool) [Spotify Technology (SPOT)](/topic/$spot) [Klarna Group (KLAR)](/topic/klarna)
### Top Social Posts [#](/creator/twitter::1359908609795231751/posts)
---
Top posts by engagements in the last XX hours

"Im sharing my first investment article on the Finnish forum Sijoitustieto - covering $LMND. Happy to hear your views and feedback - more articles to come in the future. Summary: I see $LMND as a high-risk high-beta investment case with its story centered on the companys ability to disrupt the traditional insurance market over the coming years. The numbers show early signs that the fundamentals are moving in the right direction. During H2 Ill be closely watching the development of IFP (in-force premium). As the business scales through growth investments I believe the company can reach positive"  
[X Link](https://x.com/ValueByMarkus/status/1977662588369416500) [@ValueByMarkus](/creator/x/ValueByMarkus) 2025-10-13T09:07Z 1592 followers, 40.1K engagements


"This quote from $LVMH Q&A says everything about how great brands think and focus on cost structure:"  
[X Link](https://x.com/ValueByMarkus/status/1978384876446384481) [@ValueByMarkus](/creator/x/ValueByMarkus) 2025-10-15T08:58Z 1592 followers, 1242 engagements


"In the few weeks $LMND added two heavyweights to its board: CMO of $PYPL - Geoff Seeley VP of AI Products at $META - Prashant Ratanchandani The Meta VP isnt just another tech exec. At Meta he helped ship Llama one of the worlds most advanced open-source AI models. These capabilities could enhance Lemonades AI stack from AI Jim (claims) and AI Maya (sales) to the core underwriting models that decide pricing and risk in real time. Meanwhile the PayPal CMO comes from one of the few consumer fintechs that successfully scaled trust on a global level. Hes lived the challenge of convincing users to"  
[X Link](https://x.com/ValueByMarkus/status/1978491819139743816) [@ValueByMarkus](/creator/x/ValueByMarkus) 2025-10-15T16:03Z 1592 followers, 26.4K engagements


"Interesting to track $LMND Car Gross Loss Ratio (GLR) and IFP growth in the coming quarters. If the customer journey is smooth and pricing fair IFP growth should follow naturally. Car IFP is trending steadily up (150 M$ Q2) and GLR down (82% Q2). The question: at what point does Car start compounding instead of consuming capital when considering the reinsurance and Growth OPEX"  
[X Link](https://x.com/ValueByMarkus/status/1979653400955683324) [@ValueByMarkus](/creator/x/ValueByMarkus) 2025-10-18T20:58Z 1592 followers, 5559 engagements


"Business: Verisure is the leading provider of professionally monitored security services in Europe and Latin America. Its teams use advanced technology and real-time monitoring to protect over XXX million families and small businesses from burglary fire physical attacks and other hazards. The company operates on a subscription-based model: customers pay for professionally monitored alarms and ongoing services generating predictable recurring revenue and high retention"  
[X Link](https://x.com/ValueByMarkus/status/1973121537525031245) [@ValueByMarkus](/creator/x/ValueByMarkus) 2025-09-30T20:23Z 1577 followers, XXX engagements


"IPO: Verisure plans to raise XXX B gross proceeds through new share issuance. Proceeds will strengthen the balance sheet and support growth. Financials (2024): Revenue 3.4B ARR 3.0B Adj. EBITDA 1.5B (45% margin) Adj. EBIT 819M (24%) Recurring subscription revenues from professionally monitored alarms. High retention strong cash flow visibility sticky customers"  
[X Link](https://x.com/ValueByMarkus/status/1973121763476181357) [@ValueByMarkus](/creator/x/ValueByMarkus) 2025-09-30T20:24Z 1577 followers, XXX engagements


"Wonderful business with one of the deepest moats in luxury: brand pricing power exclusivity heritage. But with the new CMD guiding for only X% revenue CAGR even with margin upside the current valuation is hard to justify. Ill keep an eye on $RACE - would love to own it one day just not at this price"  
[X Link](https://x.com/ValueByMarkus/status/1976360273981342156) [@ValueByMarkus](/creator/x/ValueByMarkus) 2025-10-09T18:53Z 1580 followers, 2531 engagements


"@ThomasWesterhol US hotels have a natural buffer from international volatility. Europe doesnt. $ABNB and $BKNG could shift market share / dynamics especially during soft tourism periods by changing the supply-demand equation and pricing power"  
[X Link](https://x.com/ValueByMarkus/status/1977437688971092269) [@ValueByMarkus](/creator/x/ValueByMarkus) 2025-10-12T18:14Z 1580 followers, XXX engagements


"@HerrKamrer IMO $LVMH confirmed it - the luxury turnaround is real. Growth broad-based across all divisions. Europe still soft but momentum in Asia and the US is back. The key: Fashion & Leather Goods profit engine should return to positive organic growth in Q4"  
[X Link](https://x.com/ValueByMarkus/status/1978367585340006893) [@ValueByMarkus](/creator/x/ValueByMarkus) 2025-10-15T07:49Z 1589 followers, 1084 engagements


"The market agrees shares up XX% as investors buy into the luxury rebound. The summer $LVMH entry looks decently-timed after I shared the thesis and even after the short-term rally Im still bullish. The long-term drivers and moat havent gone anywhere"  
[X Link](https://x.com/ValueByMarkus/status/1978371755296051219) [@ValueByMarkus](/creator/x/ValueByMarkus) 2025-10-15T08:05Z 1587 followers, 1068 engagements


"@Max_Schoon @HerrKamrer Agree the structural demand for luxury is intact and this could mark the return to sustained organic growth. $LVMH wide maison portfolio gives it both diversification and pricing power a unique moat across product categories and regions"  
[X Link](https://x.com/ValueByMarkus/status/1978372530575474818) [@ValueByMarkus](/creator/x/ValueByMarkus) 2025-10-15T08:09Z 1587 followers, XX engagements


"Great insights from @CompTortoise on $Harvia: Costco hinting at US sauna demand. "We're bringing in saunas for your garage or your home who are also performing very well high-ticket goods that are very relevant to the time of year but not reflective of the traditional Costco set you'll see." The markets waiting on US / North-America H2 growth numbers - if US consumers are still buying XXX k$ saunas thats a solid signal for discretionary demand"  
[X Link](https://x.com/ValueByMarkus/status/1978901841699037623) [@ValueByMarkus](/creator/x/ValueByMarkus) 2025-10-16T19:12Z 1572 followers, 1864 engagements


"Valuation and personal view At XXXXX $QTCOM trades at an EV of XXX M. 2024 actuals: Sales XXX M EBIT adj. XXXX % 2025 (mid-range of new guidance): Sales: +6.5 % XXX M EBITA: XX % XX M EV/EBITA 16x The valuation looks fair if growth and margins stabilize but execution risk has clearly risen. The downside seems limited at the current valuation although theres clearly more room for weakness if sales guidance needs further trimming in H2 or if growth stalls in the coming years. I think investors must now reassess how deep $QTCOM real moat is. The core tech and ecosystem have strong foundations"  
[X Link](https://x.com/ValueByMarkus/status/1979229739014324356) [@ValueByMarkus](/creator/x/ValueByMarkus) 2025-10-17T16:55Z 1589 followers, XXX engagements


"This is not investment advice - always do your own due diligence. Open to discussiion and curious to hear your thoughts. $QTCOM #FinTwit"  
[X Link](https://x.com/ValueByMarkus/status/1979230622049517575) [@ValueByMarkus](/creator/x/ValueByMarkus) 2025-10-17T16:58Z 1589 followers, XXX engagements


"Fascinating deep dive into $CHG - thanks for sharing The mini Berkshire with XX subsidiaries and platform structure is super intriguing. Niche software can be a goldmine. Im cautious about the dilution though. Excited to see where 2026 profitability lands - agree that XX% sounds way too optimistic"  
[X Link](https://x.com/ValueByMarkus/status/1951257365270913137) [@ValueByMarkus](/creator/x/ValueByMarkus) 2025-08-01T12:23Z 1589 followers, XXX engagements


"Interesting insight: Berkshire has been adding to its $POOL position and now owns roughly X% of the worlds leading wholesale distributor of swimming pool supplies with a strong focus on the U.S. market. The $POOL profile reminds me of $HARVIA though its scale is on a completely different level LTM sales of XXX B$ and EBIT of over $XXX M$"  
[X Link](https://x.com/ValueByMarkus/status/1956106726190801128) [@ValueByMarkus](/creator/x/ValueByMarkus) 2025-08-14T21:32Z 1588 followers, 2895 engagements


"Personal take: Investor focus on business models and moats often overshadows the single biggest variable: the CEO / Management. Leadership quality is hard to quantify yet its often the difference between Alpha returns. Even in smaller Nordic companies Ive seen exceptional CEOs quietly compounding capital with discipline and integrity. I prefer founder-led businesses with real skin in the game though history shows its not always required for wonderful outcomes. Who are your favorite CEOs not mentioned here and do you see patterns in how they lead"  
[X Link](https://x.com/ValueByMarkus/status/1976536172751905136) [@ValueByMarkus](/creator/x/ValueByMarkus) 2025-10-10T06:32Z 1591 followers, XXX engagements


"No crying in the casino. Great thread on the latest crypto liquidation. After months of everyone showing triple-digit YTD returns this kind of flush reminds you why risk management so crucial. The secret isnt finding the next 10x. Its avoiding the blow-up"  
[X Link](https://x.com/ValueByMarkus/status/1977047876661555485) [@ValueByMarkus](/creator/x/ValueByMarkus) 2025-10-11T16:25Z 1588 followers, 16.1K engagements


"@V_Trader__ Surely having increased luxury momentum in the US and Asia doesnt hurt $Harvia outlook we need to keep in mind that their product offering leans toward wellness / premium versus $LVMH soft / hard luxury"  
[X Link](https://x.com/ValueByMarkus/status/1978482934412976445) [@ValueByMarkus](/creator/x/ValueByMarkus) 2025-10-15T15:27Z 1591 followers, XXX engagements


"A few Nordic CEOs I personally admire with proven track records of building / scaling enduring businesses: @eldsjal $SPOT Founder-led scaled Spotify from Stockholm to global dominance. @klarnaseb $KLAR Disrupted payments disciplined growth with bold vision. Otto Pukk $INCAP Strong industrial execution compounding results over time. Tiina Alahuhta-Kasko $MEKKO Balancing growth brand and operational excellence. Torbjrn Magnusson $SAMPO Long-term value creation in Nordic insurance. @mikaelrautanen $INDERES Investor-understanding transparent and analytical. @Sugrorsmannen $TEQ value-driven growth"  
[X Link](https://x.com/ValueByMarkus/status/1976543585559343219) [@ValueByMarkus](/creator/x/ValueByMarkus) 2025-10-10T07:01Z 1591 followers, XXX engagements


"Solid Q3 from $LVMH - we might have seen the luxury bottom. Organic revenue growth +1 % with improving trends across all segments and geographies except Europe (flat). Segment breakdown (organic YoY Q3): - Fashion & Leather Goods X % - Perfumes & Cosmetics +2 % - Watches & Jewelry +2 % - Wines & Spirits +1 % - Selective Retailing +7 % Selective Retailing (+7 %) is acting as a shock absorber showing that strong distribution & retail execution can offset softness in high-ticket luxury. Fashion & Leather Goods (-2 %) - highest-margin most critical business driven by Louis Vuitton. The trend is"  
[X Link](https://x.com/ValueByMarkus/status/1978197334216659263) [@ValueByMarkus](/creator/x/ValueByMarkus) 2025-10-14T20:32Z 1592 followers, 10.8K engagements


"@wallstengine The market reaction was surprisingly strong stronger than I expected. Clearly investors are starting to price in the luxury turnaround narrative. IMO $LVMH is positioned to return to organic growth led by its core engine: Fashion & Leather Goods"  
[X Link](https://x.com/ValueByMarkus/status/1978506611984355560) [@ValueByMarkus](/creator/x/ValueByMarkus) 2025-10-15T17:01Z 1592 followers, XXX engagements


"Zlatan just gave $Harvia priceless global marketing. His latest Instagram reel (63M followers) shows him relaxing in a woodburning sauna featuring what appears to be the Harvia Cilindro XX Steel heater. - Free global exposure to tens of millions - Authentic (non-commercial) influencer - Perfect brand fit (Nordic strength recovery) Subtle but powerful brand moment - right before peak sauna season"  
[X Link](https://x.com/ValueByMarkus/status/1978904217210298433) [@ValueByMarkus](/creator/x/ValueByMarkus) 2025-10-16T19:21Z 1592 followers, 30.7K engagements


"Germany wants a single European stock exchange. (Financial Times) A bold idea but nearly impossible to execute. In theory thats what Europe needs: Lower cost of capital more liquidity and better access to funding. A deeper more unified market so the best companies dont have to list in New York. But were nowhere near US scale not just because of fragmentation but because Europe lacks a tech engine. The challenges are structural: Multiple currencies local regulations taxation clearing and national supervisors each protecting their turf. Capital doesnt flow freely and efficiently when compliance"  
[X Link](https://x.com/ValueByMarkus/status/1979668608939643325) [@ValueByMarkus](/creator/x/ValueByMarkus) 2025-10-18T21:59Z 1592 followers, 1797 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@ValueByMarkus Avatar @ValueByMarkus Markus

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

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXXX +693%
  • X Month XXXXXXX +16%
  • X Months XXXXXXX +112,030%
  • X Year XXXXXXX +407,033%

Mentions: XX #

Mentions Line Chart

  • X Week XX +3.90%
  • X Month XX -XX%
  • X Months XXX +3,729%
  • X Year XXX +13,550%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +21%
  • X Month XXXXX +43%
  • X Months XXXXX +4,314%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence finance XXXXX% stocks XXXXX% technology brands XXXX% automotive brands XXXX% countries XXXX% cryptocurrencies XXXX% luxury brands XXXX% travel destinations XXXX% social networks XXXX%

Social topic influence $lvmh #9, luxury 15.22%, $harvia 8.7%, $lmnd #236, investment 6.52%, summary #844, pricing #189, return to #1348, cosmetics #1129, insurance #766

Top accounts mentioned or mentioned by @raydalio @lucyfoleytweets @aswathdamodaran @williamgreen72 @chriswmayer @erinmeyerinsead @thomaswesterhol @walterisaacson @herrkamrer @corvusherennius @max_schoon @ikiekko @firstadopter @readswithravi @stockmktnewz @stickstrom @tesla @fiscalai @maxschoon @comptortoise

Top assets mentioned Lemonade, Inc. (LMND) PayPal Holdings Inc (PYPL) Metadium (META) Tesla, Inc. (TSLA) Ferrari N.V. (RACE) Booking Holdings Inc (BKNG) Airbnb Inc (ABNB) Costco Wholesale Corporation (COST) Charg Coin (CHG) Berkshire Hathaway Inc. (BRK.A) PoolTogether (POOL) Spotify Technology (SPOT) Klarna Group (KLAR)

Top Social Posts #


Top posts by engagements in the last XX hours

"Im sharing my first investment article on the Finnish forum Sijoitustieto - covering $LMND. Happy to hear your views and feedback - more articles to come in the future. Summary: I see $LMND as a high-risk high-beta investment case with its story centered on the companys ability to disrupt the traditional insurance market over the coming years. The numbers show early signs that the fundamentals are moving in the right direction. During H2 Ill be closely watching the development of IFP (in-force premium). As the business scales through growth investments I believe the company can reach positive"
X Link @ValueByMarkus 2025-10-13T09:07Z 1592 followers, 40.1K engagements

"This quote from $LVMH Q&A says everything about how great brands think and focus on cost structure:"
X Link @ValueByMarkus 2025-10-15T08:58Z 1592 followers, 1242 engagements

"In the few weeks $LMND added two heavyweights to its board: CMO of $PYPL - Geoff Seeley VP of AI Products at $META - Prashant Ratanchandani The Meta VP isnt just another tech exec. At Meta he helped ship Llama one of the worlds most advanced open-source AI models. These capabilities could enhance Lemonades AI stack from AI Jim (claims) and AI Maya (sales) to the core underwriting models that decide pricing and risk in real time. Meanwhile the PayPal CMO comes from one of the few consumer fintechs that successfully scaled trust on a global level. Hes lived the challenge of convincing users to"
X Link @ValueByMarkus 2025-10-15T16:03Z 1592 followers, 26.4K engagements

"Interesting to track $LMND Car Gross Loss Ratio (GLR) and IFP growth in the coming quarters. If the customer journey is smooth and pricing fair IFP growth should follow naturally. Car IFP is trending steadily up (150 M$ Q2) and GLR down (82% Q2). The question: at what point does Car start compounding instead of consuming capital when considering the reinsurance and Growth OPEX"
X Link @ValueByMarkus 2025-10-18T20:58Z 1592 followers, 5559 engagements

"Business: Verisure is the leading provider of professionally monitored security services in Europe and Latin America. Its teams use advanced technology and real-time monitoring to protect over XXX million families and small businesses from burglary fire physical attacks and other hazards. The company operates on a subscription-based model: customers pay for professionally monitored alarms and ongoing services generating predictable recurring revenue and high retention"
X Link @ValueByMarkus 2025-09-30T20:23Z 1577 followers, XXX engagements

"IPO: Verisure plans to raise XXX B gross proceeds through new share issuance. Proceeds will strengthen the balance sheet and support growth. Financials (2024): Revenue 3.4B ARR 3.0B Adj. EBITDA 1.5B (45% margin) Adj. EBIT 819M (24%) Recurring subscription revenues from professionally monitored alarms. High retention strong cash flow visibility sticky customers"
X Link @ValueByMarkus 2025-09-30T20:24Z 1577 followers, XXX engagements

"Wonderful business with one of the deepest moats in luxury: brand pricing power exclusivity heritage. But with the new CMD guiding for only X% revenue CAGR even with margin upside the current valuation is hard to justify. Ill keep an eye on $RACE - would love to own it one day just not at this price"
X Link @ValueByMarkus 2025-10-09T18:53Z 1580 followers, 2531 engagements

"@ThomasWesterhol US hotels have a natural buffer from international volatility. Europe doesnt. $ABNB and $BKNG could shift market share / dynamics especially during soft tourism periods by changing the supply-demand equation and pricing power"
X Link @ValueByMarkus 2025-10-12T18:14Z 1580 followers, XXX engagements

"@HerrKamrer IMO $LVMH confirmed it - the luxury turnaround is real. Growth broad-based across all divisions. Europe still soft but momentum in Asia and the US is back. The key: Fashion & Leather Goods profit engine should return to positive organic growth in Q4"
X Link @ValueByMarkus 2025-10-15T07:49Z 1589 followers, 1084 engagements

"The market agrees shares up XX% as investors buy into the luxury rebound. The summer $LVMH entry looks decently-timed after I shared the thesis and even after the short-term rally Im still bullish. The long-term drivers and moat havent gone anywhere"
X Link @ValueByMarkus 2025-10-15T08:05Z 1587 followers, 1068 engagements

"@Max_Schoon @HerrKamrer Agree the structural demand for luxury is intact and this could mark the return to sustained organic growth. $LVMH wide maison portfolio gives it both diversification and pricing power a unique moat across product categories and regions"
X Link @ValueByMarkus 2025-10-15T08:09Z 1587 followers, XX engagements

"Great insights from @CompTortoise on $Harvia: Costco hinting at US sauna demand. "We're bringing in saunas for your garage or your home who are also performing very well high-ticket goods that are very relevant to the time of year but not reflective of the traditional Costco set you'll see." The markets waiting on US / North-America H2 growth numbers - if US consumers are still buying XXX k$ saunas thats a solid signal for discretionary demand"
X Link @ValueByMarkus 2025-10-16T19:12Z 1572 followers, 1864 engagements

"Valuation and personal view At XXXXX $QTCOM trades at an EV of XXX M. 2024 actuals: Sales XXX M EBIT adj. XXXX % 2025 (mid-range of new guidance): Sales: +6.5 % XXX M EBITA: XX % XX M EV/EBITA 16x The valuation looks fair if growth and margins stabilize but execution risk has clearly risen. The downside seems limited at the current valuation although theres clearly more room for weakness if sales guidance needs further trimming in H2 or if growth stalls in the coming years. I think investors must now reassess how deep $QTCOM real moat is. The core tech and ecosystem have strong foundations"
X Link @ValueByMarkus 2025-10-17T16:55Z 1589 followers, XXX engagements

"This is not investment advice - always do your own due diligence. Open to discussiion and curious to hear your thoughts. $QTCOM #FinTwit"
X Link @ValueByMarkus 2025-10-17T16:58Z 1589 followers, XXX engagements

"Fascinating deep dive into $CHG - thanks for sharing The mini Berkshire with XX subsidiaries and platform structure is super intriguing. Niche software can be a goldmine. Im cautious about the dilution though. Excited to see where 2026 profitability lands - agree that XX% sounds way too optimistic"
X Link @ValueByMarkus 2025-08-01T12:23Z 1589 followers, XXX engagements

"Interesting insight: Berkshire has been adding to its $POOL position and now owns roughly X% of the worlds leading wholesale distributor of swimming pool supplies with a strong focus on the U.S. market. The $POOL profile reminds me of $HARVIA though its scale is on a completely different level LTM sales of XXX B$ and EBIT of over $XXX M$"
X Link @ValueByMarkus 2025-08-14T21:32Z 1588 followers, 2895 engagements

"Personal take: Investor focus on business models and moats often overshadows the single biggest variable: the CEO / Management. Leadership quality is hard to quantify yet its often the difference between Alpha returns. Even in smaller Nordic companies Ive seen exceptional CEOs quietly compounding capital with discipline and integrity. I prefer founder-led businesses with real skin in the game though history shows its not always required for wonderful outcomes. Who are your favorite CEOs not mentioned here and do you see patterns in how they lead"
X Link @ValueByMarkus 2025-10-10T06:32Z 1591 followers, XXX engagements

"No crying in the casino. Great thread on the latest crypto liquidation. After months of everyone showing triple-digit YTD returns this kind of flush reminds you why risk management so crucial. The secret isnt finding the next 10x. Its avoiding the blow-up"
X Link @ValueByMarkus 2025-10-11T16:25Z 1588 followers, 16.1K engagements

"@V_Trader__ Surely having increased luxury momentum in the US and Asia doesnt hurt $Harvia outlook we need to keep in mind that their product offering leans toward wellness / premium versus $LVMH soft / hard luxury"
X Link @ValueByMarkus 2025-10-15T15:27Z 1591 followers, XXX engagements

"A few Nordic CEOs I personally admire with proven track records of building / scaling enduring businesses: @eldsjal $SPOT Founder-led scaled Spotify from Stockholm to global dominance. @klarnaseb $KLAR Disrupted payments disciplined growth with bold vision. Otto Pukk $INCAP Strong industrial execution compounding results over time. Tiina Alahuhta-Kasko $MEKKO Balancing growth brand and operational excellence. Torbjrn Magnusson $SAMPO Long-term value creation in Nordic insurance. @mikaelrautanen $INDERES Investor-understanding transparent and analytical. @Sugrorsmannen $TEQ value-driven growth"
X Link @ValueByMarkus 2025-10-10T07:01Z 1591 followers, XXX engagements

"Solid Q3 from $LVMH - we might have seen the luxury bottom. Organic revenue growth +1 % with improving trends across all segments and geographies except Europe (flat). Segment breakdown (organic YoY Q3): - Fashion & Leather Goods X % - Perfumes & Cosmetics +2 % - Watches & Jewelry +2 % - Wines & Spirits +1 % - Selective Retailing +7 % Selective Retailing (+7 %) is acting as a shock absorber showing that strong distribution & retail execution can offset softness in high-ticket luxury. Fashion & Leather Goods (-2 %) - highest-margin most critical business driven by Louis Vuitton. The trend is"
X Link @ValueByMarkus 2025-10-14T20:32Z 1592 followers, 10.8K engagements

"@wallstengine The market reaction was surprisingly strong stronger than I expected. Clearly investors are starting to price in the luxury turnaround narrative. IMO $LVMH is positioned to return to organic growth led by its core engine: Fashion & Leather Goods"
X Link @ValueByMarkus 2025-10-15T17:01Z 1592 followers, XXX engagements

"Zlatan just gave $Harvia priceless global marketing. His latest Instagram reel (63M followers) shows him relaxing in a woodburning sauna featuring what appears to be the Harvia Cilindro XX Steel heater. - Free global exposure to tens of millions - Authentic (non-commercial) influencer - Perfect brand fit (Nordic strength recovery) Subtle but powerful brand moment - right before peak sauna season"
X Link @ValueByMarkus 2025-10-16T19:21Z 1592 followers, 30.7K engagements

"Germany wants a single European stock exchange. (Financial Times) A bold idea but nearly impossible to execute. In theory thats what Europe needs: Lower cost of capital more liquidity and better access to funding. A deeper more unified market so the best companies dont have to list in New York. But were nowhere near US scale not just because of fragmentation but because Europe lacks a tech engine. The challenges are structural: Multiple currencies local regulations taxation clearing and national supervisors each protecting their turf. Capital doesnt flow freely and efficiently when compliance"
X Link @ValueByMarkus 2025-10-18T21:59Z 1592 followers, 1797 engagements

@ValueByMarkus
/creator/twitter::ValueByMarkus