# ![@everydaynorminv Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::916427378397675520.png) @everydaynorminv everyday normal investor

everyday normal investor posts on X about $nvo, in the, $cprt, $afxde the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::916427378397675520/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::916427378397675520/c:line/m:interactions.svg)

- [--] Week [-----] -36%
- [--] Month [-----] -78%
- [--] Months [------] +222%
- [--] Year [------] +188%

### Mentions: [--] [#](/creator/twitter::916427378397675520/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::916427378397675520/c:line/m:posts_active.svg)

- [--] Month [--] -83%
- [--] Months [---] +71%
- [--] Year [---] +22%

### Followers: [---] [#](/creator/twitter::916427378397675520/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::916427378397675520/c:line/m:followers.svg)

- [--] Week [---] no change
- [--] Month [---] +0.79%
- [--] Months [---] +7.10%
- [--] Year [---] +15%

### CreatorRank: [---------] [#](/creator/twitter::916427378397675520/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::916427378397675520/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  100% [stocks](/list/stocks)  36% [countries](/list/countries)  17% [cryptocurrencies](/list/cryptocurrencies)  10% [currencies](/list/currencies)  10% [technology brands](/list/technology-brands)  7% [luxury brands](/list/luxury-brands)  2% [travel destinations](/list/travel-destinations)  1% [fashion brands](/list/fashion-brands)  1% [social networks](/list/social-networks)  1%

**Social topic influence**
[$nvo](/topic/$nvo) 9%, [in the](/topic/in-the) 8%, [$cprt](/topic/$cprt) #135, [$afxde](/topic/$afxde) 6%, [china](/topic/china) 5%, [ceo](/topic/ceo) 5%, [$novo](/topic/$novo) 5%, [$el](/topic/$el) 5%, [the world](/topic/the-world) 4%, [novo](/topic/novo) 4%

**Top accounts mentioned or mentioned by**
[@europeandgi](/creator/undefined) [@investseekers](/creator/undefined) [@tihobrkan](/creator/undefined) [@benifch](/creator/undefined) [@thealepalombo](/creator/undefined) [@renesellmann](/creator/undefined) [@dragonfieldinvt](/creator/undefined) [@invertedfragil1](/creator/undefined) [@meeijer](/creator/undefined) [@holysmokas](/creator/undefined) [@healthstockpick](/creator/undefined) [@kyzo](/creator/undefined) [@pronkdaniel](/creator/undefined) [@evfcfaddict](/creator/undefined) [@burningbyte](/creator/undefined) [@quartrapp](/creator/undefined) [@benif_ch](/creator/undefined) [@sergitm12](/creator/undefined) [@drewcohenmoney](/creator/undefined) [@carlspackler](/creator/undefined)

**Top assets mentioned**
[Novo-Nordisk (NVO)](/topic/$nvo) [Copart, Inc. (CPRT)](/topic/$cprt) [ELYSIA (EL)](/topic/$el) [Logitech International SA (LOGI)](/topic/$logi) [Evotec SE (EVO)](/topic/$evo) [Diageo plc (DEO)](/topic/$deo) [Ritchie Bros. Auctioneers Incorporated (RBA)](/topic/$rba) [Costco Hot Dog (COST)](/topic/$cost) [Adobe, Inc. (ADBE)](/topic/$adbe) [Neurobro (BRO)](/topic/$bro) [Rollins, Inc. (ROL)](/topic/$rol) [Zoetis Inc (ZTS)](/topic/$zts) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Eli Lilly and Company (LLY)](/topic/$lly) [Diebold Nixdorf Incorporated (DBD)](/topic/$dbd)
### Top Social Posts
Top posts by engagements in the last [--] hours

"This week four years ago Diageo $DEO $DGE.L decided to take a break and go down. [--] years trending down 🤔 where is the bottom"  
[X Link](https://x.com/everydaynorminv/status/2008939882870190294)  2026-01-07T16:32Z [---] followers, [----] engagements


"Here on how and why the competition $RBA is catching up on $CPRT plus on the last page why it is safe to bet that the Total Loss Frequency will continue to grow for the foreseeable future (positive for businesses such as Copart) Really great AlphaSense expert call interview with a former VP of Geico. He touches on the dynamics between $CPRT and IAA ( $RBA) He sees that IAA has stepped up their game and is now picking up and selling salvaged cars at the same rate Copart is. He also thinks this could https://t.co/F3X9D73NQz Really great AlphaSense expert call interview with a former VP of"  
[X Link](https://x.com/everydaynorminv/status/2010341612702896213)  2026-01-11T13:22Z [---] followers, [----] engagements


"@thealepalombo Don't they tax anything from outside of China (dividends capital gain tax on foreign stocks interest in foreign banks). Does this work Any expats in China with foreign income Do you have to report at all I ve been trying to assess the stability of this too"  
[X Link](https://x.com/everydaynorminv/status/2017000689877029317)  2026-01-29T22:23Z [---] followers, [----] engagements


"@ReneSellmann What doesn't kill us makes us stronger. Maybe with all the pressure from all sides they will prove their rssistance and competitiveness. I like the new CEO he looks like he's a fighter. $NVO $NOVO"  
[X Link](https://x.com/everydaynorminv/status/2019755402875863274)  2026-02-06T12:49Z [---] followers, [---] engagements


"@TihoBrkan How Capex will drag the big ones down Bubble AI will kill the software Honestly curious why you think AI will end the bull market"  
[X Link](https://x.com/everydaynorminv/status/2019894059284738314)  2026-02-06T22:00Z [---] followers, [---] engagements


"Here a little bit bearish on $EVO 🙂 @sergitm12 11x on FY25 EPS of [----] If $EVO is going to decline in Europe stagnate in Asia and grow double-digits in the rest of the world EPS is bound to slowly decline over the coming years. Valuation may still have some downside here with those assumptions. @sergitm12 11x on FY25 EPS of [----] If $EVO is going to decline in Europe stagnate in Asia and grow double-digits in the rest of the world EPS is bound to slowly decline over the coming years. Valuation may still have some downside here with those assumptions"  
[X Link](https://x.com/everydaynorminv/status/2019348607409766743)  2026-02-05T09:53Z [---] followers, [---] engagements


"@DrewCohenMoney Copart $CPRT"  
[X Link](https://x.com/everydaynorminv/status/2019522032829100416)  2026-02-05T21:22Z [---] followers, [---] engagements


"@TihoBrkan $CPRT $BRO look interesting Not screaming buys but can we say quality I think Copart has one of the biggest moats out there"  
[X Link](https://x.com/everydaynorminv/status/2019892818718654731)  2026-02-06T21:55Z [---] followers, [---] engagements


"Termites attack $ROL"  
[X Link](https://x.com/everydaynorminv/status/2021882842142122451)  2026-02-12T09:43Z [---] followers, [--] engagements


"@DragonFieldInvt In what way corrupted. $RBA is crashing bigger may be something external less insured drivers etc. Can be anything $CPRT"  
[X Link](https://x.com/everydaynorminv/status/2021978690125463948)  2026-02-12T16:04Z [---] followers, [---] engagements


"Absolute madness. Would never happen in Switzerland . Most of Europe is completely unpredictable with its laws (this robbery in or exit tax in or non-dom changes). The Dutch government is destroying long term compounding by introducing a 36% tax on unrealized gains. As a Dutch citizen and long term investor Im at a loss for words about the lack of vision behind this new tax. I normally dont post anything politically related but what https://t.co/9HYM7l0qTc The Dutch government is destroying long term compounding by introducing a 36% tax on unrealized gains. As a Dutch citizen and long term"  
[X Link](https://x.com/anyuser/status/2022429307709337637)  2026-02-13T21:54Z [---] followers, [---] engagements


"And just [--] weeks later from this small poll Novo Nordisk goes below [---] DKK (at least today). Most voted that it won't. $NVO $NOVO Will Novo Nordisk dip below [--] USD / [---] DKK $NVO $NOVO $NOVO-B.CO Will Novo Nordisk dip below [--] USD / [---] DKK $NVO $NOVO $NOVO-B.CO"  
[X Link](https://x.com/everydaynorminv/status/2018964156418765300)  2026-02-04T08:25Z [---] followers, [---] engagements


"Here on why AI ain;t no threat (to VMS companies) Vitec is another VMS company in my portfolio. Their CEO recently discussed the risks of seat-based pricing customers wanting AI features churn rates and more in the Q4 conference call. I think this applies to all VMS like $CSU $TOI Here's some screenshots from the call: Vitec is another VMS company in my portfolio. Their CEO recently discussed the risks of seat-based pricing customers wanting AI features churn rates and more in the Q4 conference call. I think this applies to all VMS like $CSU $TOI Here's some screenshots from the call:"  
[X Link](https://x.com/everydaynorminv/status/2021272247432839266)  2026-02-10T17:17Z [---] followers, [--] engagements


"🙂 Open the darned Fed window J-Powell has no idea how bad it is out there NO IDEA I have talked to the heads of every SaaS firm in the last [--] hours and he has NO IDEA what its like out there. NONE My people have been in the SaaS game for [--] years and theyre losing their Open the darned Fed window J-Powell has no idea how bad it is out there NO IDEA I have talked to the heads of every SaaS firm in the last [--] hours and he has NO IDEA what its like out there. NONE My people have been in the SaaS game for [--] years and theyre losing their"  
[X Link](https://x.com/everydaynorminv/status/2021633598026396083)  2026-02-11T17:13Z [---] followers, [--] engagements


"@Carl___Spackler @DragonFieldInvt So is Swiss Kuehne Nagel $KNIN and Danish $DSV. Nice slump just before Europe close. Tariffs hangover Freight market weakness but this looks like orchestrated big sale"  
[X Link](https://x.com/everydaynorminv/status/2021987016884597194)  2026-02-12T16:37Z [---] followers, [---] engagements


"@Benif_ch @invertedfragil1 That thing was a pure horror idea literally - serfdom almost slavery. We had such "voluntary" service in communist Poland back in the 80s - remove the snow rake the park pick up the litter etc. Slavery. If that were to pass I would lose all hope. https://www.admin.ch/gov/en/start/documentation/votes/20251130/civic-duty-initiative.html https://www.admin.ch/gov/en/start/documentation/votes/20251130/civic-duty-initiative.html"  
[X Link](https://x.com/everydaynorminv/status/2022672857537638771)  2026-02-14T14:02Z [---] followers, [--] engagements


"@marc_slans $ZTS"  
[X Link](https://x.com/everydaynorminv/status/1985721307061690488)  2025-11-04T14:50Z [---] followers, [---] engagements


"ChatGPT is broken. Slow crashing etc. But better - I am asking it to calcualte my protein fat etc intake daily. Used to estimate size based on my input now asks me endless questions (was the beef cooked or stewed). Best today: Was the black rice you ate today cooked or RAW🤦"  
[X Link](https://x.com/everydaynorminv/status/1986167458743361962)  2025-11-05T20:23Z [---] followers, [--] engagements


"New word for Danish learners: bundlst. Means "bottomless". Reference picture $NVO 🙂 Gimme more and I may even become fluent in Danish"  
[X Link](https://x.com/everydaynorminv/status/1986835990204330217)  2025-11-07T16:39Z [---] followers, [---] engagements


"@European_DGI $WKL Last [--] days and it has lost almost [--] % Really interesting. Chart looks like it is about to turn left on its way down"  
[X Link](https://x.com/everydaynorminv/status/1987903110363205812)  2025-11-10T15:20Z [---] followers, [----] engagements


""known for their high-risk tolerance herd behaviour and use of leverage" FT. https://t.co/4Oq46q9ghD FT. https://t.co/4Oq46q9ghD"  
[X Link](https://x.com/everydaynorminv/status/1988581579892134163)  2025-11-12T12:16Z [---] followers, [--] engagements


"@TeslaAndDoge Not only people don't read anything anymore now the authors themselves don't read what they wri. copy from chatgpt. Hilarious"  
[X Link](https://x.com/everydaynorminv/status/1988748117722689778)  2025-11-12T23:17Z [---] followers, [---] engagements


"@investseekers https://www.marketscreener.com/news/novo-nordisk-reportedly-to-issue-euro-bond-to-finance-akero-acquisition-bn-ce7d5fdcdd8cfe2d https://www.marketscreener.com/news/novo-nordisk-reportedly-to-issue-euro-bond-to-finance-akero-acquisition-bn-ce7d5fdcdd8cfe2d"  
[X Link](https://x.com/everydaynorminv/status/1988932365717237840)  2025-11-13T11:30Z [---] followers, [---] engagements


"@meeijer Before [----] NVDA stock was trading around [--] USD and it was GPU company - PC toy for gamers. Not sure if there were many people who put 10k into this back then"  
[X Link](https://x.com/everydaynorminv/status/1990532548800491793)  2025-11-17T21:28Z [---] followers, [----] engagements


"@waveofhumanity @meeijer I did built my PC in [----] :) ANd remember there wee wild debates if AMD or NVDA will win in the long run (and back then no one believed in AMD either until Lisa Su arrived). And yes btc mining was a thing indeed"  
[X Link](https://x.com/everydaynorminv/status/1990673242596474991)  2025-11-18T06:47Z [---] followers, [--] engagements


"Me trying to buy $COST below [--] EV/EBIT [--] yr old women: I have no idea why I can't find a husband. Also [--] yr old women: https://t.co/zasJlt03s9 [--] yr old women: I have no idea why I can't find a husband. Also [--] yr old women: https://t.co/zasJlt03s9"  
[X Link](https://x.com/everydaynorminv/status/1991812561285828942)  2025-11-21T10:14Z [---] followers, [---] engagements


"This is incredible Is anyone even talking about it Big tech funds data centers with cashflow Hold your horses. They create SPVs hide debt from the balance sheet (legally) and fund data centers with it. What if AI demand slows down Next #GFC 😮 https://lesbarclays.substack.com/p/the-mechanics-of-conduit-debt-financing https://lesbarclays.substack.com/p/the-mechanics-of-conduit-debt-financing"  
[X Link](https://x.com/everydaynorminv/status/1993447950778052620)  2025-11-25T22:33Z [---] followers, [--] engagements


"@EkonomiGabriel How big client is $ISRG for them (not buying or anything just noticed today's price action)"  
[X Link](https://x.com/everydaynorminv/status/1993636167330181541)  2025-11-26T11:01Z [---] followers, [---] engagements


"@investseekers Tomorrow 07:30 H1 Results 2025-26. $RCO"  
[X Link](https://x.com/everydaynorminv/status/1993795204562997618)  2025-11-26T21:33Z [---] followers, [--] engagements


"@European_DGI I wonder how low is low. How much can they both cut the prices. $NVO $LLY"  
[X Link](https://x.com/everydaynorminv/status/1995562769861804423)  2025-12-01T18:36Z [---] followers, [---] engagements


"@Alexand93085679 What's the general message here $EVO"  
[X Link](https://x.com/everydaynorminv/status/1996878229823803816)  2025-12-05T09:44Z [---] followers, [---] engagements


"@HolySmokas When did you load $EL Green shoots with accerating revenue in Q1 [--] or not so much yet"  
[X Link](https://x.com/everydaynorminv/status/1998492513292767433)  2025-12-09T20:38Z [---] followers, [---] engagements


"@HolySmokas Less than [--] EV/EBIT pretty neat numbers. $ADBE"  
[X Link](https://x.com/everydaynorminv/status/1998891136916795749)  2025-12-10T23:02Z [---] followers, [----] engagements


"@thealepalombo Zug and Zrich are close but not the same. ZH is huge (for Switzerland) cinemas opera etc. Lots of drug addicts too coming from Zug you immediately feel the difference. ZG is tiny [--] main streets and 30k people cows and sheep nearby (literally) very safe"  
[X Link](https://x.com/everydaynorminv/status/1999112510633300300)  2025-12-11T13:42Z [---] followers, [---] engagements


"@valiovalentino @Healthstockpick Today's results were pretty neat weren't they Solid growth (mainly from DORC acquisition though). Muted outlook but not a tragedy. Stock I down almost 9% now 🤕 $AFX"  
[X Link](https://x.com/everydaynorminv/status/1999125883513147611)  2025-12-11T14:35Z [---] followers, [---] engagements


"@fiscorainvest $COST Media EV/S is like [--]. 7-1 for the last [--] years. If you buy above you buy very high expectations. Reasonable today would be around 500$ without major recession. Fight FOMO"  
[X Link](https://x.com/everydaynorminv/status/2000939781963096464)  2025-12-16T14:43Z [---] followers, [---] engagements


"@ky__zo Poland crime rate barely shows on the chart. Very peaceful country nowadays (it was not the case in 90s-early 2000s) https://www.macrotrends.net/global-metrics/countries/pol/poland/crime-rate-statistics https://www.macrotrends.net/global-metrics/countries/pol/poland/crime-rate-statistics"  
[X Link](https://x.com/everydaynorminv/status/2001019929563422777)  2025-12-16T20:01Z [---] followers, 28.7K engagements


"@FCB_RLK @ky__zo Mid-80s average salary was [--] USD literally. Now it is 100x higher around 2k USD. Poland made incredible progress over the last [--] years"  
[X Link](https://x.com/everydaynorminv/status/2001024680535138563)  2025-12-16T20:20Z [---] followers, [---] engagements


"@BlackBeltStocks Hi mate yo mean if I have any position in Copart No or not yet"  
[X Link](https://x.com/everydaynorminv/status/2006301236249891306)  2025-12-31T09:47Z [---] followers, [--] engagements


"@investseekers I am super curious how mass adoption of glp1 will affect booze fastfood stocks etc. This guy mentions that pills remove stigma- yeah the enhections were kind of niche rich-only people thing. Let's see how [---] $ pill will affect those busiensses which sell sugar and fat"  
[X Link](https://x.com/everydaynorminv/status/2009005701117694157)  2026-01-07T20:54Z [---] followers, [--] engagements


"@PronkDaniel Copart $CPRT Insane moat cash printing machine pristine balance sheet owners thinking decades into the future etc. Price getting reasonable now"  
[X Link](https://x.com/everydaynorminv/status/2009012532414173627)  2026-01-07T21:21Z [---] followers, [---] engagements


"@Investy_ @PronkDaniel All the tech updates in last [--] years causes ca [--] % drop in accidents but the total number is still higher (more mileage). AV is a threat but quite liekley [--] years from now. Plus $CPRT expands abroad and enters slowly into direct ownership salvage/parts too"  
[X Link](https://x.com/everydaynorminv/status/2009020299548008950)  2026-01-07T21:52Z [---] followers, [--] engagements


"Here bullish on $CSU.TO $CSU.TO https://t.co/05FD2nP7hY $CSU.TO https://t.co/05FD2nP7hY"  
[X Link](https://x.com/everydaynorminv/status/2009601847695400969)  2026-01-09T12:23Z [---] followers, [----] engagements


"@investingbyGenZ What are the economics here These machines mut be darn expensive. How long does it take for a machine to be fully amortized introduced bottle-deposit recently wondering if we will see these matchiens there. https://notesfrompoland.com/2025/10/01/poland-launches-deposit-refund-system-for-drinks-bottles-and-cans/ https://notesfrompoland.com/2025/10/01/poland-launches-deposit-refund-system-for-drinks-bottles-and-cans/"  
[X Link](https://x.com/everydaynorminv/status/2010301322210472088)  2026-01-11T10:42Z [---] followers, [--] engagements


"@TihoBrkan The shift is young people don't socialize that much. Observed couple of teen-20s in my family this Christmas. They don't go out all on phones or Netflix. They invite friends and watch NFL instead of going out. All their friends too"  
[X Link](https://x.com/everydaynorminv/status/2011109793940062486)  2026-01-13T16:15Z [---] followers, [---] engagements


"Rockwool assets have been seized in Russia $ROCK #RockWool Russia seized the assets ofDanish insulation maker Rockwool and Polish American packaging producer CanPack The Moscow Times reported. https://t.co/GM63x4yYIM Russia seized the assets ofDanish insulation maker Rockwool and Polish American packaging producer CanPack The Moscow Times reported. https://t.co/GM63x4yYIM"  
[X Link](https://x.com/everydaynorminv/status/2011179951316222458)  2026-01-13T20:54Z [---] followers, [---] engagements


"I am now more keen to believe that $NVO $NOVO will eventually dip below [--] USD / [---] DKK. Still an ocean of optimism out there. Will Novo Nordisk dip below [--] USD / [---] DKK $NVO $NOVO $NOVO-B.CO Will Novo Nordisk dip below [--] USD / [---] DKK $NVO $NOVO $NOVO-B.CO"  
[X Link](https://x.com/everydaynorminv/status/2011727048998600841)  2026-01-15T09:07Z [---] followers, [---] engagements


"@Breadcrumb_Cap Indeed. Also I am a small profile and [--] votes in the poll mean nothing in the big picture probably 🙂"  
[X Link](https://x.com/everydaynorminv/status/2012121898889720043)  2026-01-16T11:16Z [---] followers, [--] engagements


"Looks like $ADBE and $CSU will be zero by the end of February 😉"  
[X Link](https://x.com/everydaynorminv/status/2012197574749364301)  2026-01-16T16:17Z [---] followers, [---] engagements


"1 Swiss franc buys now [---] JPY #CHFJPY #CHF #JPY"  
[X Link](https://x.com/everydaynorminv/status/2013650889425195483)  2026-01-20T16:32Z [---] followers, [---] engagements


"@Healthstockpick And they just dropped the bomb today. Were they lying last time It sounds pretty horrible what they released today. $AFX"  
[X Link](https://x.com/everydaynorminv/status/2014271312697475381)  2026-01-22T09:37Z [---] followers, [---] engagements


"@evfcfaddict @burningbyte Dec25 guidance was a fantasy built on "borrowed" sales - higher receivables and "notable acceleration toward year-end driven by the ramp-up in deliveries of the new KINEVO [---] S". Record deliveries in September were just a pull-forward that left the Q1 pipeline empty. Looks like"  
[X Link](https://x.com/everydaynorminv/status/2014286371418980480)  2026-01-22T10:37Z [---] followers, [--] engagements


"@evfcfaddict @burningbyte like they stuffed the channel to hit 2024/25 targets before exiting (prev CEO) leaving the new interim CEO to perform a massive "kitchen sink" reset by dumping all hidden China and US headwinds onto the market"  
[X Link](https://x.com/everydaynorminv/status/2014286537815453783)  2026-01-22T10:38Z [---] followers, [--] engagements


"$NVO $NOVO Symphony data out. Wegovy pill sales for week [--] was TRx [-----] Up from [----] last week. Thats more than what Zepbound sold in week [--] Meaning those data we will get next Friday. This is crazy. Remember this is still not including all the online telehealt and NovoCare. We Symphony data out. Wegovy pill sales for week [--] was TRx [-----] Up from [----] last week. Thats more than what Zepbound sold in week [--] Meaning those data we will get next Friday. This is crazy. Remember this is still not including all the online telehealt and NovoCare. We"  
[X Link](https://x.com/everydaynorminv/status/2014607517112742231)  2026-01-23T07:53Z [---] followers, [---] engagements


"@KamilZamojc Diebold Nixdorf $DBD"  
[X Link](https://x.com/everydaynorminv/status/1945419620531220983)  2025-07-16T09:45Z [---] followers, [---] engagements


"CHF/USD at [----]. USD was that weak to Swiss franc checking notes once in the trading history. USD lost to CHF [--] % in last [--] years. SNB intervention coming"  
[X Link](https://x.com/everydaynorminv/status/2016191956246732803)  2026-01-27T16:49Z [---] followers, [---] engagements


"@Benif84 Wouldnt you preffer genusschein ROG.SW Not exact ownership but same dividend rights and I guess in Switzerland they have same protection (except voting right) Much better price for the same thing"  
[X Link](https://x.com/everydaynorminv/status/1621249937072693249)  2023-02-02T20:51Z [---] followers, [--] engagements


"@bloggerIIG Jaka metoda LASIK LASEK czy PRK A moze SMILE Carl Zeiss Meditec $AFX.DE ladnie spada ostatnio czytam o spolce wiec z musu czytam jaki sprzt maja 🙂"  
[X Link](https://x.com/everydaynorminv/status/1674022068562665472)  2023-06-28T11:48Z [---] followers, [---] engagements


"$CFR.SW Richemont obliterated today. Stock is 30% lower in last [--] months kid of approaching reasonable levels. Some China problems today talking about inflation denting demand. Patience = win"  
[X Link](https://x.com/everydaynorminv/status/1699519565783294164)  2023-09-06T20:26Z [---] followers, [---] engagements


"@taobanker $AFX.DE"  
[X Link](https://x.com/everydaynorminv/status/1702943794927186099)  2023-09-16T07:13Z [---] followers, [---] engagements


"@Quality_stocksA I don't see Carl Zeiss Meditec AG $AFX.DE on the list. Great company great and very much needed product in the world that gets older and the stock is approaching very reasonable price levels"  
[X Link](https://x.com/everydaynorminv/status/1715791695705518334)  2023-10-21T18:06Z [---] followers, [---] engagements


"Carl Zeiss Meditec AG $AFX.DE filled at [--]. Sehr zufrieden 😀 Market leader in ophthalmology and microsurgery. Eye or brain surgery Quite likely it will be on Zeiss machines. Still strong growth despite inceased R&D and marketing. Stock hammered from [---] at ATH to [--] as of tod"  
[X Link](https://x.com/everydaynorminv/status/1716454561425096923)  2023-10-23T14:00Z [---] followers, [---] engagements


"@Benif_ch What about Pernod Ricard"  
[X Link](https://x.com/everydaynorminv/status/1798315150069694934)  2024-06-05T11:25Z [---] followers, [---] engagements


"@RhinoInsight Explore Carl Zeiss Meditec AG. $AFX.DE Great company with virtually no debt. Kind of ASML of microsurgery. Struggling now due to weak US and Chinese markets but overall pretty interesting stuff (I'm long)"  
[X Link](https://x.com/everydaynorminv/status/1803436265439744075)  2024-06-19T14:34Z [---] followers, [---] engagements


"$BRBY.L is there any life left in Burberry - [--] % today"  
[X Link](https://x.com/everydaynorminv/status/1812885542213918809)  2024-07-15T16:22Z [---] followers, [--] engagements


"@trader_53 Do you trade or hold longer term What's your take on $AFX.DE"  
[X Link](https://x.com/everydaynorminv/status/1846461764315099516)  2024-10-16T08:02Z [---] followers, [---] engagements


"@Benif_ch No one knows. If they can turn around (China) why not. I do not have it now but I remember I saw somewhere a very long-term $EL vs $OR.PA performance chart and Estee has outperformed Loreal by a lot (but it was like 30-40 years long)"  
[X Link](https://x.com/everydaynorminv/status/1850989347371159660)  2024-10-28T19:53Z [---] followers, [---] engagements


"$EL picks up a new CEO an insider with huge experience both in Estee Lauder AND L'Oreal $OR.PA "He has been with Este Lauder for more than a dozen years after close to a decade at LOral." As a $EL bagholder I think this is a good omen. https://www.wsj.com/business/estee-lauder-picks-insider-as-new-ceo-7b29768fst=MgZMfp https://www.wsj.com/business/estee-lauder-picks-insider-as-new-ceo-7b29768fst=MgZMfp"  
[X Link](https://x.com/everydaynorminv/status/1850991515356803111)  2024-10-28T20:02Z [---] followers, [---] engagements


"So is Kering $KER.PA going below [---] Where is the #bottom"  
[X Link](https://x.com/everydaynorminv/status/1856271918573228495)  2024-11-12T09:44Z [---] followers, [---] engagements


"$EVO $NVO $RI.PA $DGE.L and many more. What's your take 🙂 https://www.youtube.com/watchv=g7lU9204XyA https://www.youtube.com/watchv=g7lU9204XyA"  
[X Link](https://x.com/everydaynorminv/status/1906695280356966569)  2025-03-31T13:09Z [---] followers, [----] engagements


"@Kokosz86 Brown Forman $BF opycha im inventory w promocji"  
[X Link](https://x.com/everydaynorminv/status/1999595352077271486)  2025-12-12T21:40Z [---] followers, [---] engagements


"Buffett sits on [---] BN cash $CPRT sits on [--] BN cash. Best capital allocators in the world wait for better entry prices and your cash position is [--] % 😉 Copart $CPRT sits on a fortress balance sheet: - $5.2B in cash (from Q1 FY2026 ended Oct [--] 2025) - zero debt. - No treasury stock - Retained earnings are growing quarter after quarter It's just a matter of time until they start doing buybacks again or launch a bigger https://t.co/RSEt2bu9TZ Copart $CPRT sits on a fortress balance sheet: - $5.2B in cash (from Q1 FY2026 ended Oct [--] 2025) - zero debt. - No treasury stock - Retained earnings are"  
[X Link](https://x.com/everydaynorminv/status/2005709051305550177)  2025-12-29T18:34Z [---] followers, [---] engagements


"@ginnupotter @European_DGI US doesnt "subsidize the drug prices for the world". The risks and costs of litigation in the US the how the drug prices are shaped etc. They are high for a reason. https://paragoninstitute.org/private-health/pbm-101-what-they-are-and-how-they-affect-drug-prices/ https://paragoninstitute.org/private-health/pbm-101-what-they-are-and-how-they-affect-drug-prices/"  
[X Link](https://x.com/everydaynorminv/status/2019696821321498966)  2026-02-06T08:57Z [---] followers, [--] engagements


"Logitech $LOGI $LOGN.SW reported ugly results and cut the guidance even more. So far down [--] % today. Stock was [--] % up in last [--] mo because why not. https://ir.logitech.com/press-releases/press-release-details/2023/Logitech-Announces-Preliminary-Third-Quarter-Fiscal-Year-2023-Results/default.aspx https://ir.logitech.com/press-releases/press-release-details/2023/Logitech-Announces-Preliminary-Third-Quarter-Fiscal-Year-2023-Results/default.aspx"  
[X Link](https://x.com/everydaynorminv/status/1613469048288825344)  2023-01-12T09:32Z [---] followers, [---] engagements


"@WOLF_Financial Everything from Logitech $LOGI $LOGN.SW (camera mic mouse mousepad). Their MX510 is legendary working for me for almost [--] (twenty) years"  
[X Link](https://x.com/everydaynorminv/status/1640329746650152962)  2023-03-27T12:27Z [---] followers, [---] engagements


"@Quartr_App @BrandonVanZee @IFB_podcast @European_DGI @dekleinekapita1 @AnkurShah47 @LongYield @bergfahrten @GrowthEmpire11 @DavydeRosa Lindt has [--] types of shares: registered $LISN.SW (108k v. low volume) and participation certificates $LISP.SW (ca. 10x lower price higher volume).Part. certificates carry no ownership and no voting rights but the rest is the same (dividend rights etc) https://www.lindt-spruengli.com/investors/share-information/share-price https://www.lindt-spruengli.com/investors/share-information/share-price"  
[X Link](https://x.com/everydaynorminv/status/1673404305640943639)  2023-06-26T18:54Z [---] followers, [---] engagements


"@European_DGI China market takes no prisoners. Just look at $EL or $KER.PA or Shiseido. Massacre"  
[X Link](https://x.com/everydaynorminv/status/1833926508684976618)  2024-09-11T17:52Z [---] followers, [---] engagements


"Ray Dalio bets heavily against Europe so I have checked my watchlist for European stocks 😉. This is not everything but I think these below have fairly good moat (most of them) and rarely go cheap. Plz add some tickers if you have sth good on your watchlist Thread/list"  
[X Link](https://x.com/everydaynorminv/status/1537899970858061824)  2022-06-17T20:48Z [---] followers, [--] engagements


"1. ASML Holding N.V. Netherlands. Practically monopoly for machines used for chip production. [--]. Koninklijke Ahold Delhaize N.V. Netherlands strong Dutch retailer http://AD.AS http://ASML.AS http://AD.AS http://ASML.AS"  
[X Link](https://x.com/everydaynorminv/status/1537899973588619272)  2022-06-17T20:48Z [---] followers, [--] engagements


"$META with [---] BN market cap up on 40BN buyback nad missed EPS Whatever thanks. I am looking at $ROG.SW and $RO.SW (Roche) [--] % down from ATH and reaching very reasonable levels"  
[X Link](https://x.com/everydaynorminv/status/1621233805766934532)  2023-02-02T19:47Z [---] followers, [---] engagements


"$LOGI $LOGN.SW reported caca results. Annual: sales -17% op inc -41% EPS -41%. Gross mrg down from [----] % to 37.9%. Op mrg down from 14.1% o 10.1%. Cash from operations +79 % due to big reduction in inventory. Outlook for H1 [----] again -22%-18% in sales. All segments ugh"  
[X Link](https://x.com/everydaynorminv/status/1653349685510193153)  2023-05-02T10:44Z [---] followers, [---] engagements


"@Quartr_App @SvnCapital @FundasyInvestor @Stock_Opine @patient_capital @IrrationalMrkts @fritzritz090 @bizbreakdowns @CarterJohnson23 @marketplunger1 @TintinCapital Quite mysterious to me as they compete with HUGE $JMT.LS brand Biedronka. They seem to target low-mid class look smaller more convenient than Biedronka. Went to one of their stores they definitely grow (my location is in the 1-3 % mkt presence but I can already see them)"  
[X Link](https://x.com/everydaynorminv/status/1678385889574092801)  2023-07-10T12:49Z [---] followers, [---] engagements


"$LOGN.SW $LOGI rallies madly as it beats estimates. Sales fall 16% but mgmt raises outlook from -22% fall in sales to -19% slump. Rosy https://seekingalpha.com/news/3990425-logitech-stock-rises-after-raising-h124-outlook https://seekingalpha.com/news/3990425-logitech-stock-rises-after-raising-h124-outlook"  
[X Link](https://x.com/everydaynorminv/status/1683895477450702855)  2023-07-25T17:42Z [---] followers, [--] engagements


"Oh nais $EL @ [---] filled in. Somewhat troubled company now but I bet in quality long term. Looking at $ROG.SW $TXN $CFR.SW $TROW $LHX and some more"  
[X Link](https://x.com/everydaynorminv/status/1706737201696973187)  2023-09-26T18:27Z [---] followers, [---] engagements


"Lindt $LISN.SW $LISP.SW choco aisle in big Swiss supermarket. 1st photo is late February 2nd - April. Roughly [--] Swiss franc up on products in 5-15 francs"  
[X Link](https://x.com/everydaynorminv/status/1781796871343669536)  2024-04-20T21:27Z [---] followers, [----] engagements


"$DGE.L $DEO 👀🧐 The dip that keeps on dipping"  
[X Link](https://x.com/everydaynorminv/status/1818194383134416904)  2024-07-30T07:58Z [---] followers, [---] engagements


"Quo vadis Nestle $NESN.SW $NSRGY Is this low enough for no growth"  
[X Link](https://x.com/everydaynorminv/status/1856413119293305329)  2024-11-12T19:05Z [---] followers, [---] engagements


"@stonkmetal Swiss Barry Calebaut $BARN.SW (chocolate cocoa etc) is falling/crashing today (-8%) on lower sales VOLUMES. Europe volumes massacred NA a bit better but also falling. Wonder how will $LISN.SW or $HSY behave"  
[X Link](https://x.com/everydaynorminv/status/1882061608526238015)  2025-01-22T13:43Z [---] followers, [---] engagements


"Bunzl $BNZL.L $BNZL (boring business) cuts [----] guidance pauses buyback program citing poor performance in North America etc. Stock fell of a cliff: -25%. 😯"  
[X Link](https://x.com/everydaynorminv/status/1912411676831260852)  2025-04-16T07:44Z [---] followers, [---] engagements


"@investseekers Villumsen just said (LinkedIn) $COLO"  
[X Link](https://x.com/everydaynorminv/status/1919415126974709796)  2025-05-05T15:33Z [---] followers, [---] engagements


"Danish Coloplast $COLO at [---] DKK 👀 back to [----] price (with 2x revenue and op inc from 2015). Slowing growth falling margins sacked CEO and looking for new one but supreme quality overall. Meanwhile competition ConvaTec $CTEC bleeds badly today too"  
[X Link](https://x.com/everydaynorminv/status/1971127004981498200)  2025-09-25T08:17Z [---] followers, [---] engagements


"Will Novo Nordisk dip below [--] USD / [---] DKK $NVO $NOVO $NOVO-B.CO NO YES NO YES"  
[X Link](https://x.com/everydaynorminv/status/2010634283614961854)  2026-01-12T08:45Z [---] followers, [----] engagements


"So much winning. Aluminum basically used to cost the same in the US as it did in Europe and Japan. No more. https://t.co/tZCRXqX6uV https://t.co/5wdoYExQ0b Aluminum basically used to cost the same in the US as it did in Europe and Japan. No more. https://t.co/tZCRXqX6uV https://t.co/5wdoYExQ0b"  
[X Link](https://x.com/everydaynorminv/status/2016967676975804489)  2026-01-29T20:12Z [---] followers, [--] engagements


"Bears in SaaS. Bears in temperatures in"  
[X Link](https://x.com/everydaynorminv/status/2018440054675218544)  2026-02-02T21:43Z [---] followers, [--] engagements


"Quickfs closing permanently 😢"  
[X Link](https://x.com/everydaynorminv/status/2018821306251415830)  2026-02-03T22:58Z [---] followers, [---] engagements


"Campari $CPR.MI published Q3 results. They are not rosy at all. They blame a hurricane in Jamaica and the weather in Europe. Thinking about disposing of non-core brands. Sweet talking; the stock will/should get cheaper. dyodd"  
[X Link](https://x.com/everydaynorminv/status/1851375686738456578)  2024-10-29T21:28Z [---] followers, [----] engagements


"Campari - 15% in the morning $CPR.MI Campari $CPR.MI published Q3 results. They are not rosy at all. They blame a hurricane in Jamaica and the weather in Europe. Thinking about disposing of non-core brands. Sweet talking; the stock will/should get cheaper. dyodd https://t.co/d5IOFio8Kd Campari $CPR.MI published Q3 results. They are not rosy at all. They blame a hurricane in Jamaica and the weather in Europe. Thinking about disposing of non-core brands. Sweet talking; the stock will/should get cheaper. dyodd https://t.co/d5IOFio8Kd"  
[X Link](https://x.com/everydaynorminv/status/1851558063871787093)  2024-10-30T09:33Z [---] followers, [---] engagements


"So Rmy Cointreau $RCO.PA trades below levels seen in. [----]. Noone drinks cognac anymore Chinese curse"  
[X Link](https://x.com/everydaynorminv/status/1856394224419103069)  2024-11-12T17:50Z [---] followers, [---] engagements


"@KoyfinCharts Pretty wild to see Rmy Cointreau least beaten on this list"  
[X Link](https://x.com/everydaynorminv/status/1986869043412812144)  2025-11-07T18:51Z [---] followers, [---] engagements


"RT @ReneSellmann: Novo Nordisk $NVO is essentially fighting a battle on various fronts: Political and pricing pressures: The U.S. governme"  
[X Link](https://x.com/everydaynorminv/status/2019755490855518447)  2026-02-06T12:50Z [---] followers, [--] engagements

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