#  @investingbyGenZ GenZ Investor GenZ Investor posts on X about $pypl, $odd, $nvo, strong the most. They currently have [---------] followers and [----] posts still getting attention that total [--] engagements in the last [--] hours. ### Engagements: [--] [#](/creator/twitter::1820422188362588160/interactions)  - [--] Week [---] -79% - [--] Month [-------] -27% - [--] Months [---------] -56% - [--] Year [---------] +85% ### Mentions: [--] [#](/creator/twitter::1820422188362588160/posts_active)  - [--] Week [--] -53% - [--] Month [---] -1.60% - [--] Months [-----] +458% - [--] Year [-----] +156,300% ### Followers: [---------] [#](/creator/twitter::1820422188362588160/followers)  - [--] Week [-----] -0.20% - [--] Month [-----] +6.90% - [--] Months [-----] +303% ### CreatorRank: undefined [#](/creator/twitter::1820422188362588160/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [fashion brands](/list/fashion-brands) [countries](/list/countries) [currencies](/list/currencies) [travel destinations](/list/travel-destinations) [financial services](/list/financial-services) [automotive brands](/list/automotive-brands) **Social topic influence** [$pypl](/topic/$pypl), [$odd](/topic/$odd) #27, [$nvo](/topic/$nvo), [strong](/topic/strong), [stocks](/topic/stocks), [investment](/topic/investment), [growth](/topic/growth), [market](/topic/market), [$bn](/topic/$bn), [in the](/topic/in-the) **Top accounts mentioned or mentioned by** [@dividenddynasty](/creator/undefined) [@wearycenturion](/creator/undefined) [@spike1567](/creator/undefined) [@dividenddudex](/creator/undefined) [@acce](/creator/undefined) [@nataninvesting](/creator/undefined) [@wealthmatica](/creator/undefined) [@tacticzh](/creator/undefined) [@hatedmoats](/creator/undefined) [@krossroads](/creator/undefined) [@tallseller](/creator/undefined) [@stockunlock](/creator/undefined) [@qualityinvest5](/creator/undefined) [@ashton1nvests](/creator/undefined) [@alexcapital01](/creator/undefined) [@juanrodrig07](/creator/undefined) [@carsontalkmoney](/creator/undefined) [@pronkdaniel](/creator/undefined) [@dividendtalks](/creator/undefined) [@europeandgi](/creator/undefined) **Top assets mentioned** [PayPal Holdings Inc (PYPL)](/topic/$pypl) [ODDITY Tech Ltd (ODD)](/topic/$odd) [Novo-Nordisk (NVO)](/topic/$nvo) [Brookfield Corporation (BN)](/topic/$bn) [Evotec SE (EVO)](/topic/$evo) [Adobe, Inc. (ADBE)](/topic/$adbe) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [ZetaChain (ZETA)](/topic/$zeta) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [4 (FOUR)](/topic/$four) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [MercadoLibre Inc (MELI)](/topic/$meli) [Salesforce Inc (CRM)](/topic/$crm) [Alibaba Group (BABA)](/topic/$baba) [Metadium (META)](/topic/$meta) [Eli Lilly and Company (LLY)](/topic/$lly) [Nike Inc (NKE)](/topic/$nke) [AstraZeneca PLC (AZN)](/topic/$azn) [PayPal USD (PYUSD)](/topic/$pyusd) [Klarna Group plc (KLAR)](/topic/$klar) [Match Group Inc (MTCH)](/topic/$mtch) [Block, Inc. (XYZ)](/topic/$xyz) [Duolingo, Inc. (DUOL)](/topic/$duol) [Goldman Sachs (GS)](/topic/goldman-sachs) ### Top Social Posts Top posts by engagements in the last [--] hours "Interesting looking stock in the market Bumble ( $BMBL ) - Down 94% since IPO - Trading at roughly [---] price-to-sales multiple - Latest negative EPS driven by non-cash item - still positive cash flow - Founder back as CEO What do you think" [X Link](https://x.com/investingbyGenZ/status/1907428808371708341) 2025-04-02T13:44Z [--] followers, [---] engagements "Is LVMH ( $MC.PA ) the best future stock to own in the luxury sector - Down 30% in the past year - valuation has come down significantly - Undeniably world-class brands in multiple segments Buy or not" [X Link](https://x.com/investingbyGenZ/status/1907431243362304123) 2025-04-02T13:53Z [---] followers, [--] engagements "Is $ADBE a stock to buy down -40% from recent high back in January of [----] - Bears view AI as disruptive for the business while bulls see it as an opportunity - Growing revenues but growth pace has decelerated - Forward PE-multiple down considerably - [----] (Yahoo Finance)" [X Link](https://x.com/investingbyGenZ/status/1907527281733677313) 2025-04-02T20:15Z [--] followers, [--] engagements "Companies that could fair the tariff crisis quite well - $ADBE $CRWD $CRM $NOW and other similar - Software companies with established customer bases and high recurring revenues - Tariffs should have no direct impact. However a recession will hurt them too" [X Link](https://x.com/investingbyGenZ/status/1907857196135694544) 2025-04-03T18:06Z [--] followers, [--] engagements "@DividendDude_X $PYPL $AMZN $BN $MC.PA (LVMH) looking interesting HOWEVER still waiting for other countries to react - is this it or will there be more pain" [X Link](https://x.com/investingbyGenZ/status/1907867812749771259) 2025-04-03T18:48Z [---] followers, [----] engagements "Should be bullish for $PYPL - successful ads business could really make a difference for a beaten down stock Whats your view on $PYPL After its debut in the U.S. last year proud to launch PayPal Ads in the UK After its debut in the U.S. last year proud to launch PayPal Ads in the UK" [X Link](https://x.com/investingbyGenZ/status/1907881085599613006) 2025-04-03T19:41Z [--] followers, [--] engagements "@StockMKTNewz I find these especially interesting $ADBE and $ASML - $ADBE - valuation has come down significantly good growth high recurring revenues overblown AI concerns - $ASML - best MOAT in the market perhaps Backbone of advanced chips" [X Link](https://x.com/investingbyGenZ/status/1907887851351806001) 2025-04-03T20:08Z [--] followers, [---] engagements "Stock futures are down again today My thoughts: - It is very rational that stocks are falling - Tariffs will impact companies' earnings negatively and there is an actual risk for a recession - this needs to be priced in - Don't pour all your cash in the market at once the crash could get much worse - The S&P [---] is still green in the past [--] year - I would stay calm and wait and see how other countries will react and if we'll see some positive news from negotiations" [X Link](https://x.com/investingbyGenZ/status/1908032650998116490) 2025-04-04T05:43Z [--] followers, [--] engagements "@SelfMadeMastery $KO and $UNA.AS" [X Link](https://x.com/investingbyGenZ/status/1908035040543436864) 2025-04-04T05:52Z [--] followers, [--] engagements "@lloydjamesross How much is $PDD exposed to the tariffs My initial thought would be that it will take a major hit" [X Link](https://x.com/investingbyGenZ/status/1908057797607960855) 2025-04-04T07:23Z [--] followers, [--] engagements "@nataninvesting Why $MRNA Seems like it keeps disappointing Genuinely interested in the investment thesis behind this since I have been looking at it as well" [X Link](https://x.com/investingbyGenZ/status/1908059854339535057) 2025-04-04T07:31Z [--] followers, [---] engagements "Agree - Will take a significant hit from tariffs - No sign of a turnaround yet - revenue growth stalling - doesn't warrant a high P/E - Facing meaningful competition Yes it might be a good purchase looking back [--] years from now but no real catalyst in sight Unpopular opinion: $NKE at an [--] P/E still doesn't look cheap. Unpopular opinion: $NKE at an [--] P/E still doesn't look cheap" [X Link](https://x.com/investingbyGenZ/status/1908067454602846258) 2025-04-04T08:01Z [--] followers, [--] engagements "@nataninvesting Letting go from traditional valuation metrics isnt in my opinion a good way to go. Especially when $NVDA has the vetter product. That approach seems more speculative and not driven by fundamentals" [X Link](https://x.com/investingbyGenZ/status/1908178122467422409) 2025-04-04T15:21Z [--] followers, [---] engagements "@DividendDude_X $AMZN $PYPL and $BN" [X Link](https://x.com/investingbyGenZ/status/1908202306815852545) 2025-04-04T16:57Z [--] followers, [----] engagements "@StockMKTNewz $PYPL I think the risk/reward with this one for just that time period is amazing" [X Link](https://x.com/investingbyGenZ/status/1908214098132660410) 2025-04-04T17:44Z [--] followers, [----] engagements "$PYPL fair value around $100 - Ran a quick DCF with @stock_unlock which got me to around $100 (Semi-conservative projections) - Did another DCF with more detailed revenue and operating margin projections with @AlphaSpread and arrived at $100 as well 10.4% discount rate arrived at with CAPM (beta - [---] risk free rate 4% market risk premium 8%)" [X Link](https://x.com/investingbyGenZ/status/1908221044667867411) 2025-04-04T18:12Z [--] followers, [---] engagements "@kylewhitegoat Probably none of these stocks. $HIMS I'm considering but the other I've either not looked at enough or don't think their valuation is reasonable" [X Link](https://x.com/investingbyGenZ/status/1908405502410662090) 2025-04-05T06:25Z [--] followers, [----] engagements "@QualityInvest5 $AMZN and $GOOGL can be considered cheap. However wouldn't call it ridiculously cheap" [X Link](https://x.com/investingbyGenZ/status/1908405806266974367) 2025-04-05T06:26Z [--] followers, [---] engagements "@EXP_Philosopher @stock_unlock I find it to be quite difficult currently to value stocks when future earnings would need to be adjusted for reduced consumer spending possible recession and of course tariffs. Some companies I think will be good looking [--] years from now: $ASML $ADBE $PYPL $BN $AZN.L" [X Link](https://x.com/investingbyGenZ/status/1908412192455643140) 2025-04-05T06:51Z [--] followers, [---] engagements "I think LVMH is the safest play in the luxury sector. It is an extremely diversified and well-run business. The environment is indeed difficult right now but I think they'll come back stronger from this crisis. Valuation is also looking good $PYPL does have a lot of competition but I don't think they'll be destroyed by competition; - Very low valuation meaning even with less growth it can be a good investment (8x forward P/FCF) - Returning capital to investors like crazy (20bn buyback program with a market cap around 60bn) - Good innovation and customer feedback about it as pointed out by CEO" [X Link](https://x.com/investingbyGenZ/status/1908413600911212832) 2025-04-05T06:57Z [--] followers, [--] engagements "- In my understanding the product is superior and does have a good MOAT even though people are worried about AI - Solid revenue growth and 80% recurring revenues - 89% gross margin and solid cash flow - Good ROIC - Shouldn't be affected by tariffs - Valuation has come down significantly" [X Link](https://x.com/investingbyGenZ/status/1908414375297491310) 2025-04-05T07:00Z [--] followers, [--] engagements "@nataninvesting @TihoBrkan Also there are quite a lot of analysts some better than others. It is your job as an investor to analyze the analysts and the company to see if you believe their projections" [X Link](https://x.com/investingbyGenZ/status/1908430822769652051) 2025-04-05T08:05Z [--] followers, [--] engagements "Did some further analysis on $ASML and I think it could return around 100150% by [----] at the current price. Let me explain: - Sales are expected to double by [----] (60bn) - Margins should expand slightly as management projects - Assuming a modest P/E expansion from [--] [--] which I think is well deserved given ASMLs strong MOAT This would mean EPS grows slightly faster than revenue and the stock gets a small valuation boost on top" [X Link](https://x.com/investingbyGenZ/status/1908437714493726917) 2025-04-05T08:33Z [--] followers, [--] engagements "Why Im bullish on $ASML [--]. Advanced Node Shift - TSMC Intel & Samsung rely almost exclusively on ASMLs EUV for 2nm+ chips - Drivers: AI 5G/6G autonomous vehicles cloud high-perf mobile ➡ More cutting-edge chips = more EUV = more ASML demand [--]. Insane Moat - Each EUV tool has 100000+ parts 150M+ cost years of R&D - Even with deep pockets rivals are likely 10+ years behind [--]. Recurring Revenue Engine - ASML doesnt just sell tools it services upgrades and optimizes them for decades ➡ Growing installed base = rising stable service income. [--]. Risks - Geopolitics (esp. China restrictions) - Semi" [X Link](https://x.com/investingbyGenZ/status/1908503139495322070) 2025-04-05T12:53Z [--] followers, [---] engagements "@BourbonCap How much will $GRAB be impacted by tariffs And what does the valuation look like" [X Link](https://x.com/investingbyGenZ/status/1908532122777760229) 2025-04-05T14:48Z [--] followers, [---] engagements "That sounds like a reasonable bet Don't think it's a good idea to go all-in on one player in an industry as complicated as designing chips. That's why I'm thinking about buying $ASML a huge beneficiary of the increasing demand for cutting-edge chips. I have more detailed posts about it on my profile if you're interested" [X Link](https://x.com/investingbyGenZ/status/1908550007524905295) 2025-04-05T15:59Z [--] followers, [--] engagements "Markets are down. You get $5000 to invest next week what are you buying No wrong answers. Lets hear it. 👇" [X Link](https://x.com/investingbyGenZ/status/1908553499199103275) 2025-04-05T16:13Z [--] followers, [--] engagements "I'm looking at $AMZN $PYPL $BN $ASML $ADBE As a bonus might consider $HIMS" [X Link](https://x.com/investingbyGenZ/status/1908553864569028737) 2025-04-05T16:14Z [--] followers, [---] engagements "@CapexAndChill Exactly if we want cutting-edge chips then we need $ASML it's as simple as that" [X Link](https://x.com/investingbyGenZ/status/1908555006451589326) 2025-04-05T16:19Z [--] followers, [--] engagements "@kylewhitegoat $AMZN yes" [X Link](https://x.com/investingbyGenZ/status/1908763422541357082) 2025-04-06T06:07Z [--] followers, [---] engagements "@JafoFinance $PYPL I 100% agree on. Uber I think is starting to look interesting. Not a steal deal but I would agree that it is a buy if you believe Uber can sustain healthy growth grates" [X Link](https://x.com/investingbyGenZ/status/1908778841473950024) 2025-04-06T07:08Z [--] followers, [--] engagements "$NVO (Novo Nordisk) is catching attention again back near [----] price levels before weight loss drugs were the hot topic. But even after the drop its still trading at a premium P/E compared to the past decade (chart via @stock_unlock). Is this a buying opportunity or still too pricey Whats your take 👇" [X Link](https://x.com/investingbyGenZ/status/1908779922958451026) 2025-04-06T07:12Z [--] followers, [----] engagements "@Quality_stocksA At least $AMZN and $PYPL - more stocks on my profile" [X Link](https://x.com/investingbyGenZ/status/1908785612649345091) 2025-04-06T07:35Z [--] followers, [----] engagements "5 interesting stocks that passed a Magic Formula screen using @AlphaSpread: ✅ ROIC 30% ✅ EV/EBIT (TTM) 15x Heres what came up: $GOOGL Alphabet $NOVO Novo Nordisk $PDD Pinduoduo $AMAT Applied Materials $LULU Lululemon Athletica Solid names do you like any of them Or would you pass 👇" [X Link](https://x.com/investingbyGenZ/status/1908827694701158593) 2025-04-06T10:22Z [---] followers, [---] engagements "@AlphaSpread I find $GOOGL and $AMAT particularly interesting" [X Link](https://x.com/investingbyGenZ/status/1908827826221941153) 2025-04-06T10:23Z [--] followers, [--] engagements "@stocksguide_ Just looking at the P/S-multiple doesnt tell you much. However I do like $HIMS and $MELI but I wouldnt call their valuations incredible" [X Link](https://x.com/investingbyGenZ/status/1908835704861311176) 2025-04-06T10:54Z [--] followers, [---] engagements "@thexcapitalist I think the only downside is that if markets keep tanking then $GOOGL will tank with it. For the long-term investor buying $GOOGL at this price should be fine" [X Link](https://x.com/investingbyGenZ/status/1909178828896825388) 2025-04-07T09:37Z [--] followers, [----] engagements "@GabGrowth Thats crazy Is $GRAB sustainably cash flow positive" [X Link](https://x.com/investingbyGenZ/status/1909272651245236627) 2025-04-07T15:50Z [--] followers, [----] engagements "@nataninvesting They do sell internationally as well so how come 100% of FCF comes from China" [X Link](https://x.com/investingbyGenZ/status/1909640005674291402) 2025-04-08T16:10Z [--] followers, [---] engagements "@SuEricGP Nice to see a fellow investor buying $PYPL and $LVMH" [X Link](https://x.com/investingbyGenZ/status/1909664764717916660) 2025-04-08T17:48Z [--] followers, [---] engagements "@TrendSpider Very interesting to see what Buffet will do with $OXY" [X Link](https://x.com/investingbyGenZ/status/1909667872240288103) 2025-04-08T18:01Z [--] followers, [----] engagements "How far are these two countries willing to take this This trade war isnt helping anyone and its definitely not doing my portfolio any favors. Well. except that I get to pick up quality companies at better prices" [X Link](https://x.com/investingbyGenZ/status/1909671456654684390) 2025-04-08T18:15Z [--] followers, [--] engagements "Totally agree that $PYPL is looking like a good deal most obvious long in a long time: $PYPL most obvious long in a long time: $PYPL" [X Link](https://x.com/investingbyGenZ/status/1909684076535333132) 2025-04-08T19:05Z [--] followers, [--] engagements "@MonacoFreedom Slowly start buying quality companies trading at good valuations such as $AMZN $PYPL $BN $MC.PA $ASML. However would keep something like 20k in cash earning stable interest at least until some of the uncertainty fades" [X Link](https://x.com/investingbyGenZ/status/1909684729642614886) 2025-04-08T19:08Z [---] followers, [---] engagements "@QualityInvest5 Same. It looks compelling but I'm having a hard time assessing the actual threat that these competitors pose to $ADBE. It would need to become cheaper for me to pull the trigger" [X Link](https://x.com/investingbyGenZ/status/1909687726875795778) 2025-04-08T19:20Z [--] followers, [--] engagements "The pricing of $PYPL is starting to look absurd. Market cap: $57B Authorized buyback: $20B thats 35% of the entire company. As of Dec [--] they had $15B in cash and only $11B in debt. That kind of balance sheet gives them firepower to buy back shares aggressively during this dip which could supercharge EPS. Yes a recession could hit consumer spending. But with strong cash flows a dirt-cheap valuation and real long-term potential. this is starting to look like a steal. Or am I missing something Let me know if you see a red flag" [X Link](https://x.com/investingbyGenZ/status/1909867733593792518) 2025-04-09T07:15Z [--] followers, [----] engagements "I genuinely welcome anyone who wants to challenge me on $PYPL I feel like I'm missing something here" [X Link](https://x.com/investingbyGenZ/status/1909867967002677356) 2025-04-09T07:16Z [--] followers, [---] engagements "Markets just ripped higher but I still see quality companies trading at fair valuations names like $PYPL $LVMH $BN $AMZN and $GOOGL. That said this may not be the end of the slump. I'm not calling for a crash but there's still a lot of uncertainty out there. In times like these Im staying disciplined no rash moves just steady thoughtful investing" [X Link](https://x.com/investingbyGenZ/status/1910233786651934961) 2025-04-10T07:29Z [--] followers, [---] engagements "Pretty bummed to see $ASML surging. Id been watching it closely and was hoping to buy the dip just waited a bit too long for a more attractive valuation. Hoping for another shot soon. Ideally Id like to pick it up around a P/E of [--] it's currently sitting at [--] (via Yahoo Finance)" [X Link](https://x.com/investingbyGenZ/status/1910234922494677199) 2025-04-10T07:34Z [--] followers, [---] engagements "@SelfMadeMastery Small buys yes. $BN and maybe $AMZN" [X Link](https://x.com/investingbyGenZ/status/1910382029004488817) 2025-04-10T17:19Z [--] followers, [---] engagements "@MarcoM41184621 @nataninvesting $MELI is a high-quality company with strong fundamentals but it's quite different from $BABA in terms of valuation and investment thesis. My position in $BABA is more of a macro betI'm banking on a turnaround in the Chinese economy and a rebound in Chinese equity valuations" [X Link](https://x.com/investingbyGenZ/status/1918368475057160638) 2025-05-02T18:14Z [--] followers, [---] engagements "@TacticzH Ive been buying $PYPL $AMZN $LVMH $BN and I would like to start a position in $ASML and $GOOGL" [X Link](https://x.com/investingbyGenZ/status/1918552213820957085) 2025-05-03T06:24Z [--] followers, [---] engagements "Is $QCOM starting to look like a bargain after last weeks earnings dip ✅ Beat on revenue and EPS ⚠ Slightly soft guidance + exposure to tariff risk especially USChina tensions Valuation check: $QCOM trades at a 40% discount to the SOX index. Is that discount justified or is the market overlooking value" [X Link](https://x.com/investingbyGenZ/status/1918571948247822639) 2025-05-03T07:42Z [--] followers, [--] engagements "@qualityequities Whats made you think about trimming $PYPL. Im in the same situation with it but now realizing that buying it [--] years ago was too early. Should have foreseen that a turnaround takes longer. Now it looks good" [X Link](https://x.com/investingbyGenZ/status/1918648203592831076) 2025-05-03T12:45Z [--] followers, [---] engagements "@wolfofharcourt Disappointing earnings no doubt but the current valuation is extremely low. If they can get back to 10% revenue growth and maintain EBITDA margins in the 6668% range this has the potential to be a very strong investment" [X Link](https://x.com/investingbyGenZ/status/1918741823075315908) 2025-05-03T18:57Z [--] followers, [--] engagements "@DividendDude_X I don't think $NKE and $SBUX can be considered cheap" [X Link](https://x.com/investingbyGenZ/status/1918927098732847144) 2025-05-04T07:14Z [--] followers, [---] engagements "$PYPL is in many ways a compelling stock. While I agree with some of the concerns theres still significant upside worth considering: 1.Competition: Its true that PayPal faces competition from giants like Apple and Google. However these players have been around for years and yet PayPal continues to growdemonstrating its resilience. With over [---] million users and 30+ million merchants PayPal possesses a massive amount of purchasing data. This data is being actively monetized enhancing the platforms appeal for both merchants and consumers. Additionally PayPal has started monetizing Venmo more" [X Link](https://x.com/investingbyGenZ/status/1919393443039588519) 2025-05-05T14:07Z [--] followers, [---] engagements "@Kross_Roads $PYPL is positioned to be a great investment been buying as of late again and my conviction is just growing stronger" [X Link](https://x.com/investingbyGenZ/status/1919409084144443781) 2025-05-05T15:09Z [--] followers, [---] engagements "@RensingTrades Specifically Q2 revenue guidance was disappointing would mean that quarterly growth is negative. Also I think people were expecting them to hike revenue guidance for full year" [X Link](https://x.com/investingbyGenZ/status/1919613235667284476) 2025-05-06T04:40Z [--] followers, [--] engagements "@Ashton_1nvests I wouldnt consider $NKE undervalued $AMD also debatable. $GOOGL and $AMZN I agree on" [X Link](https://x.com/investingbyGenZ/status/1919661910917623864) 2025-05-06T07:53Z [--] followers, [---] engagements "@lloydjamesross @DividendDude_X What makes you say that" [X Link](https://x.com/investingbyGenZ/status/1919662024876753055) 2025-05-06T07:54Z [--] followers, [--] engagements "Interesting that $BN is down slighly while $BAM is still up Lopking forward to $BN earnings later this week $BAM reported solid numbers. DE increased 20% YoY and AUM is nearing $1.1T. The stock currently trades for 34X DE though. Personally I think $BN is still offering much more value. https://t.co/9vYDaq5yHg $BAM reported solid numbers. DE increased 20% YoY and AUM is nearing $1.1T. The stock currently trades for 34X DE though. Personally I think $BN is still offering much more value. https://t.co/9vYDaq5yHg" [X Link](https://x.com/investingbyGenZ/status/1919796350960427402) 2025-05-06T16:48Z [--] followers, [---] engagements "@CompoundinGirl From these $BABA then $NVO" [X Link](https://x.com/investingbyGenZ/status/1919841801864704140) 2025-05-06T19:48Z [--] followers, [---] engagements "I think $PYPL ads will be one of the reasons that it beats earnings projections going forward. Minimal weight has been put on it in projections while I think it will be a success The person who led $UBER's advertising launch is in charge of $PYPL's. It's not a 1:1 advertising comparison but it's incredible to see this growth from October '22 to now. PayPal launched offsite ads just last week. The person who led $UBER's advertising launch is in charge of $PYPL's. It's not a 1:1 advertising comparison but it's incredible to see this growth from October '22 to now. PayPal launched offsite ads" [X Link](https://x.com/investingbyGenZ/status/1920421938528231903) 2025-05-08T10:14Z [--] followers, [---] engagements "I believe $GOOG is undervaluedeven after applying a reasonable conglomerate discount. Sum-of-the-parts analysis still points to a higher valuation. I bought yesterday. Fears about search disruption feel overblown to meit wont happen overnight if at all. Alphabet is worth $260 per share according to Barron's Even if we take off 50% of the Search value we end up with $182 per share or 20% HIGHER than the current price Here's how they calculated it: Google Search: 17x EBITDA for [----] The valuation would be $1.76T or https://t.co/jodjyPvctQ Alphabet is worth $260 per share according to Barron's" [X Link](https://x.com/investingbyGenZ/status/1920423477661594099) 2025-05-08T10:20Z [--] followers, [--] engagements "Trump is urging people to buy stocks AGAIN Last time he did the market took off shortly after. I told myself Id listen if he ever did it againwell here we are. Thinking about picking up more $PYPL $BN $BABA. Any other names on your radar" [X Link](https://x.com/investingbyGenZ/status/1920519967470203230) 2025-05-08T16:43Z [--] followers, [---] engagements "Match Group ($MTCH) reported earnings today and is down over 6%. Is it a buy Lets break it down: Negatives: Revenue growth is negative and expected to stay that way next quarter Operating income continues to decline Lack of product innovation with the business still heavily reliant on consumer interest in online dating rebounding Positives: - Strong free cash flow and aggressive capital returns to shareholders - 13% workforce reduction expected to save $100M annually - Valuation is low at just 8x TTM free cash flow A DCF model supporting this valuation is included belowcheck it out" [X Link](https://x.com/investingbyGenZ/status/1920526513327239456) 2025-05-08T17:09Z [---] followers, [---] engagements "Ran a quick DCF using @stock_unlock to see whats priced in for $MTCH. At todays price the market is only baking in 3.3% annual FCF growth over the next [--] years with a 10x P/FCF multiple. The real question: Can Match beat these low expectations" [X Link](https://x.com/investingbyGenZ/status/1920526516041232502) 2025-05-08T17:09Z [---] followers, [---] engagements "Agree $PYPL is still cheap $PYPL is expected to Buy $6 Billion worth of its own stock in [----] (around 9% of its Market Cap) Buying at this level now makes a lot of sense. $PYPL is expected to Buy $6 Billion worth of its own stock in [----] (around 9% of its Market Cap) Buying at this level now makes a lot of sense" [X Link](https://x.com/investingbyGenZ/status/1921172437288276360) 2025-05-10T11:56Z [--] followers, [---] engagements "@patientinvestt Good names $CROX surprised me" [X Link](https://x.com/investingbyGenZ/status/1921172905318093000) 2025-05-10T11:58Z [--] followers, [---] engagements "Great thread on $BN One of my biggest investments and its still cheap Excellent results from Brookfield Corporation this morning. This is Canadas greatest company 💸 $BN https://t.co/uvLwk0wtJl Excellent results from Brookfield Corporation this morning. This is Canadas greatest company 💸 $BN https://t.co/uvLwk0wtJl" [X Link](https://x.com/investingbyGenZ/status/1921509058957242447) 2025-05-11T10:13Z [---] followers, [---] engagements "@InvestingVisual Based on current valuations $7000 $GOOGL $3000 $MSFT" [X Link](https://x.com/investingbyGenZ/status/1921548456922911070) 2025-05-11T12:50Z [--] followers, [----] engagements "@thexcapitalist I think $BN is cheap. $UBER is okay but I would say that there are better deals as well. $UNH I haven't looked at yet" [X Link](https://x.com/investingbyGenZ/status/1921550237765611627) 2025-05-11T12:57Z [--] followers, [---] engagements "Mr. Donald Pump strikes again. First he urges people to buy stocks then drops major news on a USChina trade deal. This timing cant be legal right Markets could rip tomorrow" [X Link](https://x.com/investingbyGenZ/status/1921629491098702210) 2025-05-11T18:12Z [---] followers, [---] engagements "@Ashton_1nvests I think $ADBE is facing serious competition and might be disrupted by AI $ASML is great would like to buy but at a bit lower valuation" [X Link](https://x.com/investingbyGenZ/status/1922148926930506226) 2025-05-13T04:36Z [---] followers, [--] engagements "@MMMTwealth $NVO and $EVO look good" [X Link](https://x.com/investingbyGenZ/status/1922253358892466360) 2025-05-13T11:31Z [---] followers, [---] engagements "Exciting partnership between $PYPL and Perplexity. Cant wait to see what this does to $PYPL *PayPal has entered the chat* 🚪🛍 💳 From browsing multiple sites to searching selecting and securing your goods with @PayPal or @Venmo in @perplexity_ai we just made commerce a whole lot easier. Lets go @AravSrinivas https://t.co/TBj3FoPaym *PayPal has entered the chat* 🚪🛍 💳 From browsing multiple sites to searching selecting and securing your goods with @PayPal or @Venmo in @perplexity_ai we just made commerce a whole lot easier. Lets go @AravSrinivas https://t.co/TBj3FoPaym" [X Link](https://x.com/investingbyGenZ/status/1922645009691525187) 2025-05-14T13:27Z [---] followers, [--] engagements "@StockMarketNerd This feels like a real show of strength from $PYPL. While many are calling it dead and saying competition will crush it the company is out here forging partnerships with best-in-class players. At the very least the stocks pricing reflects none of that resilience" [X Link](https://x.com/investingbyGenZ/status/1922704537913094230) 2025-05-14T17:24Z [---] followers, [---] engagements "@Investingcom Brookfield Corporation $BN" [X Link](https://x.com/investingbyGenZ/status/1923982822068416721) 2025-05-18T06:03Z [---] followers, [---] engagements "@PronkDaniel Agreed $WMT operates on relatively thin margins which means it realistically cant absorb much additional cost without passing some of it on" [X Link](https://x.com/investingbyGenZ/status/1924356124850950174) 2025-05-19T06:47Z [---] followers, [--] engagements "@RichardWedekin1 I like $PYPL it feels like the company is finally on the verge of its long-awaited turnaround" [X Link](https://x.com/investingbyGenZ/status/1924435075602456836) 2025-05-19T12:00Z [---] followers, [---] engagements "@DividendTalks I still find $GOOG $AMZN and $META attractive" [X Link](https://x.com/investingbyGenZ/status/1924722085122736540) 2025-05-20T07:01Z [---] followers, [----] engagements "After watching $GOOGs latest AI demos Microsofts progress and broader AI developments its getting harder to believe $ADBE wont be meaningfully impacted. I had previously considered buying $ADBE but Ive made up my mind for now Im staying on the sidelines. Theres just too much uncertainty around how disruptive AI could be to their core business. Plenty of other opportunities out there with a better risk/reward profile" [X Link](https://x.com/investingbyGenZ/status/1925070234987241843) 2025-05-21T06:04Z [---] followers, [--] engagements "Interesting to see $BTC hitting all-time highs while U.S. equities took a sharp hit. Typically most asset classes follow the U.S. market with the exception of gold so itll be worth watching how European markets open today. With so much uncertainty in the U.S. Ive started to question whether I should shift more of my portfolio toward Europe and Asia. That said the U.S. still leads the world in quality companies particularly in tech which makes it hard to argue against strong long-term performance over the next decade" [X Link](https://x.com/investingbyGenZ/status/1925431438305816596) 2025-05-22T06:00Z [---] followers, [--] engagements "@Quality_stocksA $EVO $NVO and $GOOGL - all quality companies that I believe are trading below fair value. The other ones are more risky" [X Link](https://x.com/investingbyGenZ/status/1925477488957813221) 2025-05-22T09:03Z [---] followers, [---] engagements "@OptimumEngineer @DividendG_Web3 I like $HIMS more when looking a the valuation" [X Link](https://x.com/investingbyGenZ/status/1925767181389725988) 2025-05-23T04:14Z [---] followers, [---] engagements "The forward P/E isnt as cheap as it looks largely because the semiconductor industry is highly cyclical and typically trades at a discount to more stable sectors. That valuation is also based on forward expectations which are far from guaranteed. If we see a macro slowdown or big tech cuts back on capex earnings estimates could shift dramatically and suddenly the stock might not look cheap at all. Theres also inherent risk in owning a single name in such a competitive innovation-driven space. A breakthrough from $NVDA or another competitor could quickly make $AMDs products less relevant. To" [X Link](https://x.com/investingbyGenZ/status/1926571351684317669) 2025-05-25T09:29Z [---] followers, [--] engagements "In my view $PYPL still offers one of the most attractive risk/reward setups in the market. Over the past [--] months the company has repurchased roughly 7% of its outstanding shares. If they continue at this pace with a $70B market cap and $7B in estimated free cash flow they could buy back another 10% over the next year. On top of that the turnaround is gaining traction: earnings have consistently beaten expectations and new product rollouts and strategic partnerships are beginning to take shape. Based on the fundamentals and improving momentum I believe the stock should be trading closer to" [X Link](https://x.com/investingbyGenZ/status/1926574437664522367) 2025-05-25T09:41Z [---] followers, [--] engagements "Which do you prefer: $PEP (PepsiCo) or $KO (Coca-Cola) $PEP has seen notable weakness lately with the stock well off its highs. But that drop has brought the valuation down to more compelling levels it's now yielding around 4.5% which makes it worth a closer look. $KO on the other hand is arguably the higher-quality business with stronger brand durability. That said its current valuation and limited growth outlook make it a solid defensive hold but not particularly exciting. If you had to pick one at todays prices which would it be" [X Link](https://x.com/investingbyGenZ/status/1926575450542702939) 2025-05-25T09:45Z [---] followers, [---] engagements "Great point the AI cloud growth and profit jump are definitely encouraging. But I think part of the markets hesitation comes from the fact that $BIDU is still FCF-negative largely due to heavy CapEx spending. The big question is whether that investment will deliver high returns or just weigh on margins and cash flow longer term. Until we see clearer ROI skepticism might persist even with solid revenue growth. That said I dont hold a position yet but Im seriously considering starting one. The current valuation makes the risk/reward look compelling if execution continues improving" [X Link](https://x.com/investingbyGenZ/status/1926879001248677997) 2025-05-26T05:52Z [---] followers, [---] engagements "@HolySmokas $BN" [X Link](https://x.com/investingbyGenZ/status/1927093915611541911) 2025-05-26T20:06Z [---] followers, [----] engagements "@lloydjamesross @RedshirtInsight @Ashton_1nvests Those should do well in the long run" [X Link](https://x.com/investingbyGenZ/status/1927214818840215706) 2025-05-27T04:06Z [---] followers, [--] engagements "@DividendDude_X $BIDUs robotaxi has completed more rides" [X Link](https://x.com/investingbyGenZ/status/1927586839554121989) 2025-05-28T04:44Z [---] followers, [---] engagements "@stock_unlock I like China but Im not a fan of $PDD" [X Link](https://x.com/investingbyGenZ/status/1927587937182531877) 2025-05-28T04:49Z [---] followers, [--] engagements "Im still a bit cautious the turnaround hasnt fully materialized yet and the business is still in decline. Ill likely add a little more here but plan to wait for the next earnings report before making any bigger a small position for me just a few percent of the portfolio.4o http://moves.It http://moves.It http://moves.It http://moves.It" [X Link](https://x.com/investingbyGenZ/status/1928824629684056236) 2025-05-31T14:43Z [---] followers, [--] engagements "Ive seen a lot of posts recently about beaten-down pharma and biotech names like $MRNA and $REGN with many calling them value plays. Personally Im a bit more cautious. First pharma and especially biotech is inherently high-risk and that risk should be reflected in lower valuation multiples. Drug development is a long expensive and uncertain process with significant capital required before any payoff. Second valuing these companies is complex and requires deep sector expertise. You need to assign probabilities to each phase of a clinical trial estimate the likelihood of eventual approval and" [X Link](https://x.com/investingbyGenZ/status/1928829531613180108) 2025-05-31T15:02Z [---] followers, [----] engagements "@QualityInvest5 $PYPL $EVO $BABA maybe $BIDU" [X Link](https://x.com/investingbyGenZ/status/1928829936120508775) 2025-05-31T15:04Z [---] followers, [---] engagements "$GOOG is a good buy and $MTCH is also looking interesting Stocks with 20%+ ROIC trading Below 20x earnings: [--]. Alphabet $GOOGL: ROIC: 30% PE: 18x [--]. Match Group $MTCH: ROIC: 25% PE: 8x [--]. Crocs $CROX: ROIC: 40% PE: 17x [--]. Adobe $ADBE: ROIC: 41% PE: 19x [--]. PepsiCo $PEP: ROIC: 20% PE: 16x [--]. Clorox Company $CLX: ROIC: 33% PE: 19x Stocks with 20%+ ROIC trading Below 20x earnings: [--]. Alphabet $GOOGL: ROIC: 30% PE: 18x [--]. Match Group $MTCH: ROIC: 25% PE: 8x [--]. Crocs $CROX: ROIC: 40% PE: 17x [--]. Adobe $ADBE: ROIC: 41% PE: 19x [--]. PepsiCo $PEP: ROIC: 20% PE: 16x [--]. Clorox Company $CLX: ROIC: 33% PE:" [X Link](https://x.com/investingbyGenZ/status/1929098072690229295) 2025-06-01T08:49Z [---] followers, [---] engagements "UnitedHealth ($UNH) looks strong on paperbut the model is flawed: Blurred lines between insurer & provider (Optum) Incentives misaligned with patient care Facing lawsuits & whistleblower claims Regulatory heat on Medicare Advantage abuse Profits may not be sustainable long term Too much risk beneath the surface" [X Link](https://x.com/investingbyGenZ/status/1929101474547617932) 2025-06-01T09:03Z [---] followers, [---] engagements "@DividendDude_X Thinking of adding $BABA and $EVO maybe open a position in $BIDU or $OSCR" [X Link](https://x.com/investingbyGenZ/status/1929219121880666490) 2025-06-01T16:50Z [---] followers, [----] engagements "@DividendDude_X Disagree most with $UNH and $NKE" [X Link](https://x.com/investingbyGenZ/status/1929219291347394975) 2025-06-01T16:51Z [---] followers, [---] engagements "I've been digging into $OSCR after seeing it pop up a lot on X lately. Most of the discussion seems focused on technicals but I wanted to look at the fundamentals. Oscar is clearly trying to change the healthcare gameand in many ways theyre succeeding. Their use of AI and tech is impressive showing up in both a better customer experience and lean SG&A. Their [----] and Q1 [----] numbers were strong with real profitability. That said the biggest risk is political. The majority of Oscars revenue depends on ACA subsidies which are set to expire in [----] unless renewed. If they lapse it could cut deep" [X Link](https://x.com/investingbyGenZ/status/1929228015050920184) 2025-06-01T17:26Z [---] followers, [---] engagements "This is my take on it posted it on my profile: Truist Securities initiated coverage on $PYPL with a Sell rating and a $68 PT citing increased lending during a weak credit cycle and intensifying competition from players like Apple Pay. I disagreeand still see fair value around $100. Heres why: Competitive threats have been cited for years yet $PYPL keeps beating estimates under @acces leadership. The company continues to innovate for both merchants and consumersstrengthening its ecosystem. Lending (BNPL merchant advances) is a natural extension of the business not a red flag. $PYPL has deep" [X Link](https://x.com/investingbyGenZ/status/1929779492718776417) 2025-06-03T05:57Z [---] followers, [--] engagements "Interesting take haha Im not sure I fully follow the logic of that analyst. For $AFRM BNPL is core to their business so it makes sense theyd be more aggressive in the space. In contrast $PYPL and $XYZ can afford to be more selective and focus on other parts of their operations. Don't know if that's the reason for different views. That said this still doesnt fully explain the difference in ratings" [X Link](https://x.com/investingbyGenZ/status/1929781151876452535) 2025-06-03T06:04Z [---] followers, [---] engagements "@Quality_stocksA I liie $ODD should have bought under $60" [X Link](https://x.com/investingbyGenZ/status/1929787029023277309) 2025-06-03T06:27Z [---] followers, [---] engagements "@FromValue $BN and $AMZN" [X Link](https://x.com/investingbyGenZ/status/1930104230414627012) 2025-06-04T03:28Z [---] followers, [---] engagements "@nataninvesting @DividendDude_X $OSCR $GMAB $AZN $NVO" [X Link](https://x.com/investingbyGenZ/status/1930346563416502752) 2025-06-04T19:30Z [---] followers, [---] engagements "While $PYPL stock has been sleepy in [----] the company definitely hasnt. Here are just a few major developments from the past couple of months: - Launched Agentic Commerce with Perplexity AI to power smarter shopping - Rolled out a physical PayPal Credit Card for BNPL - Expanded Venmo: new debit card and Venmo Checkout - Launched contactless PayPal Wallet in Germany - Expanded Ads platform to the UK The amount of buzz around $PYPL makes me bullish. @acce is delivering" [X Link](https://x.com/investingbyGenZ/status/1930348541094047936) 2025-06-04T19:38Z [---] followers, [---] engagements "Thanks @Spike_1567 for recommending the Branded podcast episode with $OSCR CEO Mark Bertoliniit made me even more bullish on the stock. A few quick takeaways: Mark seems like the perfect fit to lead $OSCR: deep industry expertise and a clear long-term vision. Hes optimistic about a favorable regulatory outlook for ACA and ICHRA. Even if the environment turns tougher he believes strong businesses can adapt and thriveand $OSCR is undeniably one of them. Stock dipped a bit after I bought today but no regrets. If it drops more Im happy to average down" [X Link](https://x.com/investingbyGenZ/status/1930349762596966666) 2025-06-04T19:43Z [---] followers, [---] engagements "@nataninvesting $BABA and $BIDU are my two picks. I dont like $PDD business mix as much" [X Link](https://x.com/investingbyGenZ/status/1930480955690541561) 2025-06-05T04:25Z [---] followers, [---] engagements "Its wild how quickly the X algorithm can push a name. Just a week ago $OSCR popped up occasionallynow its everywhere. Feels like half of FinTwit is debating whether to enter. Heres why I did (small starter position): Its a quality company aiming to revolutionize a long-overdue industry. Its incredibly well-rundeep AI integration is driving real cost efficiencies and the CEO has a clear long-term vision to build something lasting. Valuation looks attractive largely discounted due to regulatory overhangespecially the uncertainty around ACA subsidy renewal. Even if legislation turns unfavorable" [X Link](https://x.com/investingbyGenZ/status/1930505498798752019) 2025-06-05T06:02Z [---] followers, [---] engagements "Anyone know if something specific is driving the move in $OSCR Up 10% yesterday and another 3% in pre-market. Not complaining about the gains but big swings without clear fundamental news make it harder to assess the business objectively" [X Link](https://x.com/investingbyGenZ/status/1930942117817340070) 2025-06-06T10:57Z [---] followers, [---] engagements "@nataninvesting Id sell at least $UNH there are much better risk/reward plays out there. Maybe add some Europe weight $EVO $MC.PA (LVMH)" [X Link](https://x.com/investingbyGenZ/status/1931812014487458258) 2025-06-08T20:34Z [---] followers, [---] engagements "200 followers wow I know its not a huge number but I genuinely appreciate every single one of you who follows reads and engages with my posts. Grateful for the thoughtful conversations and shared passion for investing. Heres to growing and learning together thank you" [X Link](https://x.com/investingbyGenZ/status/1931813199134994653) 2025-06-08T20:38Z [---] followers, [--] engagements "Im almost certain this figure will improve going forward especially with all the recent campaigns tied to new product launches. $PYPL has been highly active this spring significantly enhancing both its service offering and overall value proposition. Hard not to be bullish given the momentum" [X Link](https://x.com/investingbyGenZ/status/1931816066977853936) 2025-06-08T20:50Z [---] followers, [---] engagements "@DataDInvesting I agree that $PYPL is undervalued but I wouldnt compare it directly to a completely different type of stock especially when they differ so much in business mix and are at very different stages in their growth cycles" [X Link](https://x.com/investingbyGenZ/status/1931963036329206124) 2025-06-09T06:34Z [---] followers, [--] engagements "Looking forward to what should be another interesting week in the markets. Most of my portfolio leans boring the kind of names that dont make big moves week to week. That said with all the macro volatility (especially under this administration) theres rarely a dull moment. Plus holding a few higher-beta names like $OSCR and $HIMS definitely adds some excitement to the mix" [X Link](https://x.com/investingbyGenZ/status/1931963575385379218) 2025-06-09T06:36Z [---] followers, [--] engagements "@DividendDude_X Not yet I think it can go lower" [X Link](https://x.com/investingbyGenZ/status/1931964277302218938) 2025-06-09T06:39Z [---] followers, [---] engagements "Great to see $EVO continuing its aggressive buyback program. Last week the company repurchased [------] shares above the prior week but lowever than the week before that. However when you account for the Stockholm exchange being closed on Friday its effectively the same pace. I find it incredibly attractive that $EVO is buying back shares so actively while the stock trades well below its intrinsic value. If it were up to me Id even consider reallocating a portion of the dividend toward buybacks to maximize long-term shareholder value but no complaints here. Lets keep it going" [X Link](https://x.com/investingbyGenZ/status/1931987212792369661) 2025-06-09T08:10Z [---] followers, [---] engagements "@CompoundingLab Welcome to the casino Buying $EVO at this price is like playing a game where the odds are heavily in your favor" [X Link](https://x.com/investingbyGenZ/status/1932143223063142745) 2025-06-09T18:30Z [---] followers, [---] engagements "I actually like all of the first three: [--]. Is a good mix between growth and established players [--]. Has quality names but more risk 3.Just overall very high quality names for good valuations. If I had to pick one to hold all my money in I'd go with [--] but best upside perhaps in 2" [X Link](https://x.com/investingbyGenZ/status/1932148697267347863) 2025-06-09T18:52Z [---] followers, [--] engagements "$PYPL has teamed up with Selfbook a fintech platform to streamline hotel booking directly within its app . While I dont expect this specific partnership to move the needle on revenue today its significant in another way its another vote of confidence in PayPals value proposition. - Hotels using Selfbook + PayPal/Venmo checkout reportedly see conversion rates jump by up to 84% for travel bookings - PayPal also adds BNPL options exclusive offers via its app and leverages AI-powered conversational booking through Perplexity This shows companies are actively choosing PayPal because of the value" [X Link](https://x.com/investingbyGenZ/status/1932150036852285922) 2025-06-09T18:57Z [---] followers, [---] engagements "@DataDInvesting love to see $ODD trading lower. Would want to enter the stock" [X Link](https://x.com/investingbyGenZ/status/1932165929661796760) 2025-06-09T20:00Z [---] followers, [---] engagements "$EVO might be a takeover target In a recent note EFN highlighted five potential acquisition candidates and $EVO was one of them. The reasoning A low valuation strong cash flow and attractive long-term business potential. However ESG concerns tied to the industry limit the pool of potential buyers which could make $EVO better suited for the private market. The most likely acquirer Billionaire Kenneth Darth who already owns approximately 15% of the company. Personally I hope $EVO stays independent I see it as a strong long-term compounder in a very promising market. Lets see how this plays out" [X Link](https://x.com/investingbyGenZ/status/1932467534776631776) 2025-06-10T15:58Z [---] followers, [---] engagements "Here are a few stocks Id love to own but for now I find the valuations a bit too rich: $PLTR $TEM $ODD $ASML $OKLO Many of these are higher-risk high-reward plays but they all have compelling growth potential and disruptive technology behind them. At lower valuations Id be far more interested. That said $ASML is the only one Id consider buying at current levels and $ODD is getting close. The rest are firmly on my watchlist for now" [X Link](https://x.com/investingbyGenZ/status/1932692533538402714) 2025-06-11T06:53Z [---] followers, [---] engagements "@Ashton_1nvests Thats a view I understand. I also think $NKE is a good play if you want to benefit quickly from favorable tariff announcements. Lower tariffs with China and Vietnam will push this stock higher by quite a bit" [X Link](https://x.com/investingbyGenZ/status/1932765080078405666) 2025-06-11T11:41Z [---] followers, [---] engagements "@DimitryNakhla Nothing compared to $PYPL's future - they've bought 10% in one year" [X Link](https://x.com/investingbyGenZ/status/1932834476914065853) 2025-06-11T16:17Z [---] followers, [---] engagements "@Kross_Roads @amitisinvesting @samsolid57 I think $PYPL would be perfect for this. A more established name with clear value and quality characteristics. Also a great time to cover as the innovation has started rolling but the stock is still low" [X Link](https://x.com/investingbyGenZ/status/1933092384222363730) 2025-06-12T09:21Z [---] followers, [---] engagements "$ADBE beat on Q2 and raised FY25 guidance yet the stock is down after hours heres the nuance behind the move: What went well: - Earnings & revenue beat: $5.06 EPS vs $4.97 expected $5.87B revenue vs $5.80B - Raised full-year guidance: EPS now $20.5020.70 (up from $20.2020.50); revenue now $23.523.6B barrons.com+1rttnews.com+1 AI innovation fueling growth: Firefly Video Model and Creative Cloud tools gaining traction Why the dip: - Investors may be cautious given competition from Canva OpenAI and Figma - Adobe trades at 19x forward earnings well below its 5-year average of 31x but the path to" [X Link](https://x.com/investingbyGenZ/status/1933406060879966485) 2025-06-13T06:08Z [---] followers, [---] engagements "Among my holdings $V $MA and $PYPL pulled back sharply after news surfaced that Amazon and Walmart are exploring their own stablecoins I believe the selloff was unwarranted. - Yes merchants currently pay a few percent in interchange fees to credit card networkswhich could incentivize them to explore stablecoins. But as a consumer I dont pay those fees and theres no obvious reason Id switch to a merchant-specific stablecoin unless I were clearly incentivized. - For these systems to work retailers would need to offer lower-cost incentives than current card processing fees and better perks than" [X Link](https://x.com/investingbyGenZ/status/1933906967593984234) 2025-06-14T15:18Z [---] followers, [---] engagements "Very interesting to see how these stocks move today. If $PYPL goes below $70 I might be tempted to buy some shares. Among my holdings $V $MA and $PYPL pulled back sharply after news surfaced that Amazon and Walmart are exploring their own stablecoins I believe the selloff was unwarranted. - Yes merchants currently pay a few percent in interchange fees to credit card networkswhich could Among my holdings $V $MA and $PYPL pulled back sharply after news surfaced that Amazon and Walmart are exploring their own stablecoins I believe the selloff was unwarranted. - Yes merchants currently pay a few" [X Link](https://x.com/investingbyGenZ/status/1934488954138673248) 2025-06-16T05:51Z [---] followers, [---] engagements "@Tech_Investor20 If all goes well I think $OSCR can become a 10-bagger in the years to come" [X Link](https://x.com/investingbyGenZ/status/1934636027898995191) 2025-06-16T15:35Z [---] followers, [---] engagements "Good take $PYPL In just a SINGLE MONTH PayPal has unleashed a FLURRY of high-impact innovations across AI omnichannel commerce blockchain and international markets Under @acce's leadership the company is moving faster than ever. Here's a quick rundown of the most important https://t.co/K56MnIeH1c $PYPL In just a SINGLE MONTH PayPal has unleashed a FLURRY of high-impact innovations across AI omnichannel commerce blockchain and international markets Under @acce's leadership the company is moving faster than ever. Here's a quick rundown of the most important https://t.co/K56MnIeH1c" [X Link](https://x.com/investingbyGenZ/status/1934663963133800596) 2025-06-16T17:26Z [---] followers, [--] engagements "$OSCR is up over 8% in pre-market trading. I havent seen a clear catalyst on a quick search but itll be interesting to see how this move holds once the market opens especially with broader futures trending lower across the board" [X Link](https://x.com/investingbyGenZ/status/1934887661103104195) 2025-06-17T08:15Z [---] followers, [---] engagements "@George_Dubs_ @StockUnlock Thats not exactly true. Opportunity cost is simply the money I have lost not investing in something else. And by something else I mean the index or just treasuries" [X Link](https://x.com/investingbyGenZ/status/1935375603407999128) 2025-06-18T16:34Z [---] followers, [---] engagements "Thinking about taking part in my first IPO next week 👀 Hacksaw AB ($HACK) a fast-growing iGaming platform is listing on the Stockholm Stock Exchange (June 25). The company doubled revenue in [----] to 137m with an insane 84% EBIT margin. Yes there are some risks revenue is concentrated in a few crypto-heavy operators. But the fundamentals are strong and theres real potential for a day-one pop. If theres interest Ill do a deeper dive. Let me know" [X Link](https://x.com/investingbyGenZ/status/1935399970019971432) 2025-06-18T18:11Z [---] followers, [----] engagements "@dividendology Yes there is. I like $AZN at least Looking to add more healthcare if the drop continues" [X Link](https://x.com/investingbyGenZ/status/1935401149584011577) 2025-06-18T18:16Z [---] followers, [---] engagements "The CEO likes the news.meanwhile the stock drops yet another 3%. $PYPL stock keeps disappointing hoping for a good Q2 Very excited for this bill & the future of stablecoins Big opportunity to help our consumers & merchants lead in the future of commerce. Very excited for this bill & the future of stablecoins Big opportunity to help our consumers & merchants lead in the future of commerce" [X Link](https://x.com/investingbyGenZ/status/1935401795217445286) 2025-06-18T18:18Z [---] followers, [---] engagements "@TacticzH No one is close to the most advanced machines by $ASML" [X Link](https://x.com/investingbyGenZ/status/1935405494874640777) 2025-06-18T18:33Z [---] followers, [---] engagements "@SwingKingTrades @longoption Someone could please help turning $PYPL back to its gloryI dont like PainPal" [X Link](https://x.com/investingbyGenZ/status/1935426727385137460) 2025-06-18T19:57Z [---] followers, [---] engagements "@Spike_1567 @StockUnlock I know and I do have it. It still gets frustrating sometimes" [X Link](https://x.com/investingbyGenZ/status/1935549033449406613) 2025-06-19T04:03Z [---] followers, [--] engagements "@longoption @patientinvestt Thats a possibility but $PYPL has such a strong ecosystem with more to offer than just the payments infrastructure which is why I think it will hold its ground" [X Link](https://x.com/investingbyGenZ/status/1935549696933871785) 2025-06-19T04:06Z [---] followers, [--] engagements "@Spike_1567 @StockUnlock Thats true and to be honest if youre a $PYPL shareholder you want the stock to stay low as it gives $PYPL more time to do buybacks at a low valuation" [X Link](https://x.com/investingbyGenZ/status/1935569102136922509) 2025-06-19T05:23Z [---] followers, [--] engagements "@DividendDude_X I fully agree the world has once again descended into far too much violence. I sincerely hope we can find diplomatic solutions to the conflicts unfolding across the globe" [X Link](https://x.com/investingbyGenZ/status/1935591493034783147) 2025-06-19T06:52Z [---] followers, [---] engagements "The U.S. markets may be closed today but theres still action to watch in Europe and by the looks of it were in for a slightly red session. Im keeping a close eye on $EVO $AZN and $LVMH which remain key positions on my radar. Im also still on the sidelines with $ASML but if the price pulls back Id be interested in starting a position. Always good to stay alert even on quieter days" [X Link](https://x.com/investingbyGenZ/status/1935594907869032730) 2025-06-19T07:06Z [---] followers, [---] engagements "1) Business Overview Diageo is one of the largest alcoholic beverage companies in the world with operations in over [---] countries and a portfolio of more than [---] brands. The company has strong exposure to both developed markets and faster-growing emerging economies. Its strength lies in its premium and super-premium brand portfolio giving it pricing power and global recognition" [X Link](https://x.com/investingbyGenZ/status/1935597877704769736) 2025-06-19T07:17Z [---] followers, [--] engagements "2) Market Challenges The alcohol industry is facing significant headwinds: Overall alcohol consumption is declining especially among Gen Z whose drinking habits are far below those of previous generations. This trend is shrinking the total addressable market for traditional alcoholic beverage companies. Tariff concerns and geopolitical pressures have also weighed on the sector. Diageos stock reflects these challenges down 35% over the past five years and over 50% from its all-time highs" [X Link](https://x.com/investingbyGenZ/status/1935597880003141899) 2025-06-19T07:17Z [---] followers, [--] engagements "3) Diageos Response To adapt Diageo is: Diversifying into non-alcoholic beverages a category where early results have been promising. Streamlining its brand portfolio by selling non-core assets focusing more on its premium and high-margin products. Prioritizing operational efficiency in response to market pressures and changing consumer preferences. These strategic moves could help reposition the business for a more sustainable long-term future even in a shrinking core market" [X Link](https://x.com/investingbyGenZ/status/1935597882200973799) 2025-06-19T07:17Z [---] followers, [--] engagements "4) Valuation & Outlook Diageo is currently trading at: 12.3x forward P/E 11.3x EV/EBITDA Dividend yield above 4% While I find the current valuation reasonable its not yet at the point where Id buy. But if the stock declines further it could become a compelling downside hedge in my portfolio. For comparison look at how tobacco companies like $BATS.L and $PM have performed. Even in shrinking industries businesses with strong brands and healthy cash flows can deliver solid returns if bought at the right price" [X Link](https://x.com/investingbyGenZ/status/1935597884432392651) 2025-06-19T07:17Z [---] followers, [--] engagements "Theres been a lot of chatter lately about stablecoin regulation and the potential disruption to traditional payment networks. But one key element thats often overlooked is the value of data and network effects. Take Coinbase ($COIN) and its launch of Coinbase Payments in partnership with Shopify ($SHOP). While the integration is interesting Coinbase has minimal transaction history and no entrenched network effects in retail payments at this stage its essentially just another payment option. Now compare that to Visa ($V) and Mastercard ($MA) global giants with unmatched scale. As a consumer" [X Link](https://x.com/investingbyGenZ/status/1935601876021497865) 2025-06-19T07:33Z [---] followers, [---] engagements "@EndicottInvests $HIMS is cooking nothing major with the product launch but they keep showcasing good innovation and marketing. Building a generational brand" [X Link](https://x.com/investingbyGenZ/status/1935605060215455872) 2025-06-19T07:46Z [---] followers, [--] engagements "The Swiss National Bank (SNB) just cut its policy rate by [--] bps to 0% down from 0.25%significantly below the U.S. Feds current 4.254.5% target range Meanwhile the U.S. Federal Reserve held rates steady this week and projected two rate cuts later this year but declined to match the SNBs aggressive easing So whos rightTrump or the Fed Donald Trump has been pushing for cuts of [----] percentage points aiming to lower the Feds rate to around 22.5%. Thats far below the current 4.254.5% bandterritory even the SNB in desperate need to combat low inflation only just reached . The Fed however is" [X Link](https://x.com/investingbyGenZ/status/1935606490020086119) 2025-06-19T07:52Z [---] followers, [---] engagements "I came very close to buying $MU during the tariff-driven selloff when it dipped into the $60s but I hesitated. Now the stock feels much closer to fair value which makes me more cautious. On top of that I have concerns about the cyclicality of the semiconductor industry overall. And based on my research Microns competitive moat doesnt appear particularly wide especially when compared to other players in the space. Still watching it but for now Im on the sidelines" [X Link](https://x.com/investingbyGenZ/status/1935607293715886140) 2025-06-19T07:55Z [---] followers, [---] engagements "@alexis04613 I'm very confident that the market sentiment towards $PYPL will shift when they can show the benefits of their latest launches. Likely this year" [X Link](https://x.com/investingbyGenZ/status/1935611401118077374) 2025-06-19T08:11Z [---] followers, [--] engagements "@TheEUInvestor I'm in the same situation with $LVMH the valuation is also not super cheap even though it has gone down substantially" [X Link](https://x.com/investingbyGenZ/status/1935625479907582043) 2025-06-19T09:07Z [---] followers, [---] engagements "Brookfield Corporation ($BN) yesterday received a fresh Outperform initiation from RBC Capital Markets led by Bart Dziarski with a price target of $81 up from prior targets RBC flagged several key drivers of this bullish call: - A long-term track record of compounding capital - Exceptional liquidity enabling opportunistic deployment in current markets - Strength across its diversified franchises: alternative asset management real estate infrastructure energy insurance and wealth management Theyve named $BN their top idea and suggested its a core holding for investors Why this matters to me: I" [X Link](https://x.com/investingbyGenZ/status/1935628877142835321) 2025-06-19T09:21Z [---] followers, [---] engagements "Key takeaway from last week: retail sentiment is heating up. Just look at names like $HIMS $OSCR $ASTS and $LMND all getting strong retail attention. Even SPAC-era names are starting to reappear in conversations. Not necessarily a negative signal (yet) but it definitely feels like things are starting to move quickly" [X Link](https://x.com/investingbyGenZ/status/1936412508467666986) 2025-06-21T13:14Z [---] followers, [---] engagements "Theres been some renewed talk around $LULU which is now back to pre-pandemic share price levels while trading at a 10-year low P/E of 18x. I view $LULU as a high-quality company with a strong brand and loyal customer base. That said the current fashion trends looser fits and a return to more formal office wear havent played in their favor like the early COVID athleisure boom did. As an investment Im not ready to jump in just yet. Apparel is a tough industry and brand premiums can make valuation tricky. But if the stock drops further I might start building a position. Earnings are still" [X Link](https://x.com/investingbyGenZ/status/1936422424783847536) 2025-06-21T13:54Z [---] followers, [---] engagements "@LeverageValueP Id want it a little lower from current dividend yield of around 4% to closer to 7-8%" [X Link](https://x.com/investingbyGenZ/status/1936494408695787956) 2025-06-21T18:40Z [---] followers, [--] engagements "@FinFluentialx How do you feel about Hacksaw IPO $EVO peer" [X Link](https://x.com/investingbyGenZ/status/1936494594608210147) 2025-06-21T18:41Z [---] followers, [---] engagements "@HansCashFlow Search might go down gradually still a great business offering good value at these price levels" [X Link](https://x.com/investingbyGenZ/status/1936495157924233269) 2025-06-21T18:43Z [---] followers, [--] engagements "Strongly disagree $GOOG is a great business with tremendous opportunity to benefit from AI with a great LLM of its own cloud business best in class chips for inference. On top of this you have the legacy business of search and YouTube which will generate strong cash flow. And of course lets not forget everything else such as Waymo" [X Link](https://x.com/investingbyGenZ/status/1936756049475772489) 2025-06-22T12:00Z [---] followers, [--] engagements "@alexis04613 Best way to benefit from chips without investing in designers $TSM and $ASML. Huge MOATs and great businesses in general" [X Link](https://x.com/investingbyGenZ/status/1936756352078229508) 2025-06-22T12:01Z [---] followers, [--] engagements "@Quality_stocksA Havent read it yet but I hope you say yes to buying $LVMH anyways thank you" [X Link](https://x.com/investingbyGenZ/status/1936767556049625289) 2025-06-22T12:45Z [---] followers, [---] engagements "@_realpharaoh Agree Long $PYPL" [X Link](https://x.com/investingbyGenZ/status/1936767873768100169) 2025-06-22T12:46Z [---] followers, [---] engagements "@alexis04613 $TSM is crazy good only downside is geopolitical risk" [X Link](https://x.com/investingbyGenZ/status/1936876003999015208) 2025-06-22T19:56Z [---] followers, [--] engagements "Futures are only slightly down this morning suggesting markets arent pricing in a major retaliation from Iran. Lets see how things unfold throughout the day. If we do see a pullback $GOOG remains my top buy still trading at a very attractive valuation relative to its fundamentals. Also worth noting: $OSCR held up well in overnight trading staying green while most names dipped" [X Link](https://x.com/investingbyGenZ/status/1937024087705972795) 2025-06-23T05:45Z [---] followers, [---] engagements "Novo Nordisk ($NVO) terminates its partnership with $HIMS the stock is down 22% in premarket. My take: As I said when this partnership was first announced it had no material impact on $HIMS revenue. The stock is just extremely volatile. No reason to panic fundamentals havent changed" [X Link](https://x.com/investingbyGenZ/status/1937116108709937210) 2025-06-23T11:50Z [---] followers, [---] engagements "@European_DGI I think the partnership was weird from the start. Interesting to see how the story unfolds" [X Link](https://x.com/investingbyGenZ/status/1937191234876973497) 2025-06-23T16:49Z [---] followers, [---] engagements "Whos really in the wrong here One interpretation is that $NVO entered the partnership to push $HIMS toward prioritizing branded products over compounded alternatives and when that didnt happen tensions escalated. Another angle is that this reflects a broader strategic shift at $NVO under new leadership. What I find less plausible is the idea that $HIMS has been acting in bad faith or engaging in any serious wrongdoing. Im not adding to my $HIMS position just yet but the sharp selloff feels excessive. Lets not forget: $HIMS is more than just GLP-1. We are disappointed to see Novo Nordisk" [X Link](https://x.com/investingbyGenZ/status/1937192616539394197) 2025-06-23T16:54Z [---] followers, [---] engagements "@European_DGI I think they thought that they would get access to all of $HIMS's GLP-1 customers and that $HIMS would basically only sell their product. That didn't happen and they got disappointed / angry" [X Link](https://x.com/investingbyGenZ/status/1937194526248173931) 2025-06-23T17:02Z [---] followers, [---] engagements "Theres a lot of noise in the markets right now breaking headlines every few minutes. Iran reportedly striking U.S. military bases $HIMS down over 30% $TSLA up 10% oil spiking then reversing and most stocks just drifting. With the market near all-time highs and volatility rising this feels like a moment to stay on the sidelines. No rush to make major moves in the middle of chaos" [X Link](https://x.com/investingbyGenZ/status/1937197916147319046) 2025-06-23T17:15Z [---] followers, [---] engagements "One thing I really appreciate about $PYPL is how effectively it's using its free cash flow even if the stock price hasnt reflected the progress yet. This quarter I expect $1.5B in FCF and likely a similar amount in share buybacks. If shares were repurchased at an average of $70 thats over 2% of the market cap retired in just one quarter. But heres the kicker: the stock traded in the $50s early in the quarter so the actual buyback impact could be even more significant. Id love to see they used some cash reserves to take advantage of the depressed price. In Q1 buybacks also totaled 2% of the" [X Link](https://x.com/investingbyGenZ/status/1937200013148377147) 2025-06-23T17:24Z [---] followers, [---] engagements "$PYPL keeps cooking Bringing real solutions to real merchants & consumers where they hold and use their funds. Just the beginning. @fiserv @paypal $pyusd https://t.co/d6mGVjCw1k Bringing real solutions to real merchants & consumers where they hold and use their funds. Just the beginning. @fiserv @paypal $pyusd https://t.co/d6mGVjCw1k" [X Link](https://x.com/investingbyGenZ/status/1937210878849429958) 2025-06-23T18:07Z [---] followers, [---] engagements "@DividendDude_X Long $PYPL" [X Link](https://x.com/investingbyGenZ/status/1937224972335804907) 2025-06-23T19:03Z [---] followers, [--] engagements "@TheEUInvestor I truly hope they dipped into their cash reserves and bought more shares in the $50s" [X Link](https://x.com/investingbyGenZ/status/1937232749519044795) 2025-06-23T19:34Z [---] followers, [--] engagements "@roberthhansson Im aware. Im only looking for a short-term gain which I believe has a high chance of happening as the IPO is already oversubscribed. They even closed the institutional books a day early" [X Link](https://x.com/investingbyGenZ/status/1937361620545499287) 2025-06-24T04:06Z [---] followers, [--] engagements "@RahulSetty_ So you sold purely based on a competitor's allegations Not giving $HIMS management an opportunity to explain" [X Link](https://x.com/investingbyGenZ/status/1937387161122205838) 2025-06-24T05:47Z [---] followers, [---] engagements "$PYPL just crushed earnings 💥 The only slight negatives were softer free cash flow likely seasonal since full-year guidance remains intact and a cautious Q3 EPS guide. But if history repeats itself theyll beat that too and raise full-year guidance again. At this point what does the stock need to do to go up Feels impossible. If we dip Im buying more. Loving the execution from Alex Chriss 👏" [X Link](https://x.com/investingbyGenZ/status/1950160266844414155) 2025-07-29T11:43Z [---] followers, [---] engagements "@Ronaldo7trades @Spike_1567 Some reports say they gave a 1.2bn loan to merchants essentially delaying when they get their cash nothing to be worried about" [X Link](https://x.com/investingbyGenZ/status/1950439277155983570) 2025-07-30T06:12Z [---] followers, [--] engagements "@nataninvesting @DividendDude_X Should still be noticed in top-line revenue growth as it has been negative or [--] in recent quarters" [X Link](https://x.com/investingbyGenZ/status/1950546259032580571) 2025-07-30T13:17Z [---] followers, [--] engagements "@Liathetrader Not gonna happen with $PYPL - unnecessary for me to even dream" [X Link](https://x.com/investingbyGenZ/status/1951158122963141064) 2025-08-01T05:48Z [---] followers, [--] engagements "If $NVO drops below [---] DKK Ill be seriously tempted to start a position. Its a perfect storm company-specific concerns + Trumps talk of price cuts. When headlines stack up like this markets often overreact. The real question: whats the right price to pay when quality meets temporary chaos I ran some numbers on $NVO and it is starting to look like a buy even though I believe that they have some trouble with their obesity business in the US that needs to be fixed Here's what I arrived at when looking at the diabetes and obesity businesses separately (excluding I ran some numbers on $NVO and it" [X Link](https://x.com/investingbyGenZ/status/1951160257373245659) 2025-08-01T05:57Z [---] followers, [---] engagements "Here are a few names on my watchlist that I might add to soon: $ASML $NVO $BN $PYPL $LULU $NU $ODD $GOOGL Anyone else watching these Or have some high-conviction ideas of your own Always open to inspiration" [X Link](https://x.com/investingbyGenZ/status/1951161172662567123) 2025-08-01T06:00Z [---] followers, [---] engagements "@adamkhootrader Nothing even remotely similar except that theyve all come down a lot. Everone comparing eveything thay goes down to $META" [X Link](https://x.com/investingbyGenZ/status/1951530917186478162) 2025-08-02T06:30Z [---] followers, [---] engagements "@Blueloulemon $BN is also one of my largest positions and I'm still building it. $ODD is a fascinating company but I find the valuation a bit steep" [X Link](https://x.com/investingbyGenZ/status/1951981600570319203) 2025-08-03T12:20Z [---] followers, [--] engagements "@Spike_1567 This year has showed that they arent macro safe look at their medical loss ratio" [X Link](https://x.com/investingbyGenZ/status/1951994888431534281) 2025-08-03T13:13Z [---] followers, [--] engagements "$ODD delivered strong earnings but the stock is trading lower pre-market. A couple of things stood out that I didnt like: They pushed back some new product launches by at least a quarter. Not ideal hopefully still in time to support Q4. Adjusted EBITDA guidance for H2 implies no growth. LTM EBITDA is 161M and full-year guidance is just 160162M. Thats a flat outlook. Ive had $ODD on my watchlist for a while so Im hoping for a pullback but Ill definitely be tuning into the earnings call for clarity on these points" [X Link](https://x.com/investingbyGenZ/status/1952706998408970511) 2025-08-05T12:23Z [---] followers, [----] engagements "Interesting $ODD guidance for [----] or [----] includes no revenues from brand [--] or [--] which means if they manage to launch them successfully the growth could be explosive $ODD delivered strong earnings but the stock is trading lower pre-market. A couple of things stood out that I didnt like: They pushed back some new product launches by at least a quarter. Not ideal hopefully still in time to support Q4. Adjusted EBITDA guidance for H2 $ODD delivered strong earnings but the stock is trading lower pre-market. A couple of things stood out that I didnt like: They pushed back some new product" [X Link](https://x.com/investingbyGenZ/status/1952714924376932842) 2025-08-05T12:54Z [---] followers, [---] engagements "AgreedI caught that on the call as well. Id assumed the soft launch would make a noticeable impact in Q3 but it looks like the full rollout isnt until Q4. And while I understand heavy investment in these launches justifies flat H2 EBITDA guidance 0% growth still feels disappointing" [X Link](https://x.com/investingbyGenZ/status/1952742064862466194) 2025-08-05T14:42Z [---] followers, [--] engagements "@TacticzH What about $PYPL" [X Link](https://x.com/investingbyGenZ/status/1952771344510091269) 2025-08-05T16:39Z [---] followers, [---] engagements "Novo Nordisks ($NVO) latest earnings didnt reveal anything new and Im disappointed they didnt outline more concrete actions. Ill be waiting for a further pullbackideally a lower entry pointbefore considering a position. Sub [---] DKK seems intriguing" [X Link](https://x.com/investingbyGenZ/status/1952995091309789231) 2025-08-06T07:28Z [---] followers, [---] engagements "A couple of my holdings$ZETA and $MTCHreported strong after-hours results yesterday: $ZETA - Revenue growth remains robust nothing seems to slow it down - Share-based compensation is the main drag on earnings but its trending lower - Their new buyback program should partially offset future dilution $MTCH - Aggressive buybacks are a bullish signal but cash reserves fell from $900 M to $300 M and they still carry significant debt - Tinder revamp shows promise yet user feedback suggests some fatigue with the platform. - E&E division and Asia continue to underperform and are even unprofitable." [X Link](https://x.com/investingbyGenZ/status/1952996760529371156) 2025-08-06T07:34Z [---] followers, [---] engagements "Picked up some shares at DKK [---]. Let's have a good earnings call Novo Nordisks ($NVO) latest earnings didnt reveal anything new and Im disappointed they didnt outline more concrete actions. Ill be waiting for a further pullbackideally a lower entry pointbefore considering a position. Sub [---] DKK seems intriguing. Novo Nordisks ($NVO) latest earnings didnt reveal anything new and Im disappointed they didnt outline more concrete actions. Ill be waiting for a further pullbackideally a lower entry pointbefore considering a position. Sub [---] DKK seems intriguing" [X Link](https://x.com/investingbyGenZ/status/1953042875488293015) 2025-08-06T10:38Z [---] followers, [---] engagements "$OSCR just reported earnings with no major surprises. Now the real focus shifts to the earnings call for clarity on: [----] targets: How achievable are they [----] profitability: What realistic margins can we expect next year [----] will be challenging but Im confident and management is confident that theyll navigate through it" [X Link](https://x.com/investingbyGenZ/status/1953043488850710868) 2025-08-06T10:40Z [---] followers, [---] engagements "@Kross_Roads That's interesting then maybe $PYPL won't go to [--]. It will just become a holding company for the $MELI shares.and of course produce $7bn in FCF but who cares about that" [X Link](https://x.com/investingbyGenZ/status/1953061768558678290) 2025-08-06T11:53Z [---] followers, [---] engagements "Just to be clear I only bought a small allocation to start with so I'm happy with the stock going down. Next add probably around 250-270 DKK Picked up some shares at DKK [---]. Let's have a good earnings call Picked up some shares at DKK [---]. Let's have a good earnings call" [X Link](https://x.com/investingbyGenZ/status/1953109921240596737) 2025-08-06T15:04Z [---] followers, [--] engagements "Sold my $ZETA positionfor now. I initially bought purely on compelling valuation and top-line growth but I never dug deep into the companys long-term trajectory. With about 40% gains in a month I decided to lock in profits and step to the sidelines for more thorough research. To be clear I still believe $ZETA is executing exceptionally well and this could turn out to be a mistake. But sometimes its wise to secure gains and revisit with fresh analysis. Well see if I get back in down the road" [X Link](https://x.com/investingbyGenZ/status/1953115672734564519) 2025-08-06T15:27Z [---] followers, [---] engagements "@DividendDude_X $GOOGL $PYPL and $ASML for solid gains with more limited downside risk" [X Link](https://x.com/investingbyGenZ/status/1953164253516496942) 2025-08-06T18:40Z [---] followers, [----] engagements "Because it's insurance it's essentially not their money. The best metric to look at for this type of business is Tangible book value which basically strips out any liabilities and also their intangible assets which include premium floats which actually isn't an asset for them. The Tangible book value per share for $OSCR is currently around [---] meaning the stock trades for 2.5-3x that I'd say around fair value" [X Link](https://x.com/investingbyGenZ/status/1953339478547796066) 2025-08-07T06:16Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@investingbyGenZ GenZ Investor
GenZ Investor posts on X about $pypl, $odd, $nvo, strong the most. They currently have [---------] followers and [----] posts still getting attention that total [--] engagements in the last [--] hours.
Engagements: [--] #
- [--] Week [---] -79%
- [--] Month [-------] -27%
- [--] Months [---------] -56%
- [--] Year [---------] +85%
Mentions: [--] #
- [--] Week [--] -53%
- [--] Month [---] -1.60%
- [--] Months [-----] +458%
- [--] Year [-----] +156,300%
Followers: [---------] #
- [--] Week [-----] -0.20%
- [--] Month [-----] +6.90%
- [--] Months [-----] +303%
CreatorRank: undefined #
Social Influence
Social category influence finance stocks technology brands cryptocurrencies fashion brands countries currencies travel destinations financial services automotive brands
Social topic influence $pypl, $odd #27, $nvo, strong, stocks, investment, growth, market, $bn, in the
Top accounts mentioned or mentioned by @dividenddynasty @wearycenturion @spike1567 @dividenddudex @acce @nataninvesting @wealthmatica @tacticzh @hatedmoats @krossroads @tallseller @stockunlock @qualityinvest5 @ashton1nvests @alexcapital01 @juanrodrig07 @carsontalkmoney @pronkdaniel @dividendtalks @europeandgi
Top assets mentioned PayPal Holdings Inc (PYPL) ODDITY Tech Ltd (ODD) Novo-Nordisk (NVO) Brookfield Corporation (BN) Evotec SE (EVO) Adobe, Inc. (ADBE) Amazon.com, Inc. (AMZN) ZetaChain (ZETA) Hims & Hers Health, Inc. (HIMS) Oscar Health, Inc. (OSCR) 4 (FOUR) Alphabet Inc Class A (GOOGL) Lululemon Athletica Inc (LULU) MercadoLibre Inc (MELI) Salesforce Inc (CRM) Alibaba Group (BABA) Metadium (META) Eli Lilly and Company (LLY) Nike Inc (NKE) AstraZeneca PLC (AZN) PayPal USD (PYUSD) Klarna Group plc (KLAR) Match Group Inc (MTCH) Block, Inc. (XYZ) Duolingo, Inc. (DUOL) Goldman Sachs (GS)
Top Social Posts
Top posts by engagements in the last [--] hours
"Interesting looking stock in the market Bumble ( $BMBL ) - Down 94% since IPO - Trading at roughly [---] price-to-sales multiple - Latest negative EPS driven by non-cash item - still positive cash flow - Founder back as CEO What do you think"
X Link 2025-04-02T13:44Z [--] followers, [---] engagements
"Is LVMH ( $MC.PA ) the best future stock to own in the luxury sector - Down 30% in the past year - valuation has come down significantly - Undeniably world-class brands in multiple segments Buy or not"
X Link 2025-04-02T13:53Z [---] followers, [--] engagements
"Is $ADBE a stock to buy down -40% from recent high back in January of [----] - Bears view AI as disruptive for the business while bulls see it as an opportunity - Growing revenues but growth pace has decelerated - Forward PE-multiple down considerably - [----] (Yahoo Finance)"
X Link 2025-04-02T20:15Z [--] followers, [--] engagements
"Companies that could fair the tariff crisis quite well - $ADBE $CRWD $CRM $NOW and other similar - Software companies with established customer bases and high recurring revenues - Tariffs should have no direct impact. However a recession will hurt them too"
X Link 2025-04-03T18:06Z [--] followers, [--] engagements
"@DividendDude_X $PYPL $AMZN $BN $MC.PA (LVMH) looking interesting HOWEVER still waiting for other countries to react - is this it or will there be more pain"
X Link 2025-04-03T18:48Z [---] followers, [----] engagements
"Should be bullish for $PYPL - successful ads business could really make a difference for a beaten down stock Whats your view on $PYPL After its debut in the U.S. last year proud to launch PayPal Ads in the UK After its debut in the U.S. last year proud to launch PayPal Ads in the UK"
X Link 2025-04-03T19:41Z [--] followers, [--] engagements
"@StockMKTNewz I find these especially interesting $ADBE and $ASML - $ADBE - valuation has come down significantly good growth high recurring revenues overblown AI concerns - $ASML - best MOAT in the market perhaps Backbone of advanced chips"
X Link 2025-04-03T20:08Z [--] followers, [---] engagements
"Stock futures are down again today My thoughts: - It is very rational that stocks are falling - Tariffs will impact companies' earnings negatively and there is an actual risk for a recession - this needs to be priced in - Don't pour all your cash in the market at once the crash could get much worse - The S&P [---] is still green in the past [--] year - I would stay calm and wait and see how other countries will react and if we'll see some positive news from negotiations"
X Link 2025-04-04T05:43Z [--] followers, [--] engagements
"@SelfMadeMastery $KO and $UNA.AS"
X Link 2025-04-04T05:52Z [--] followers, [--] engagements
"@lloydjamesross How much is $PDD exposed to the tariffs My initial thought would be that it will take a major hit"
X Link 2025-04-04T07:23Z [--] followers, [--] engagements
"@nataninvesting Why $MRNA Seems like it keeps disappointing Genuinely interested in the investment thesis behind this since I have been looking at it as well"
X Link 2025-04-04T07:31Z [--] followers, [---] engagements
"Agree - Will take a significant hit from tariffs - No sign of a turnaround yet - revenue growth stalling - doesn't warrant a high P/E - Facing meaningful competition Yes it might be a good purchase looking back [--] years from now but no real catalyst in sight Unpopular opinion: $NKE at an [--] P/E still doesn't look cheap. Unpopular opinion: $NKE at an [--] P/E still doesn't look cheap"
X Link 2025-04-04T08:01Z [--] followers, [--] engagements
"@nataninvesting Letting go from traditional valuation metrics isnt in my opinion a good way to go. Especially when $NVDA has the vetter product. That approach seems more speculative and not driven by fundamentals"
X Link 2025-04-04T15:21Z [--] followers, [---] engagements
"@DividendDude_X $AMZN $PYPL and $BN"
X Link 2025-04-04T16:57Z [--] followers, [----] engagements
"@StockMKTNewz $PYPL I think the risk/reward with this one for just that time period is amazing"
X Link 2025-04-04T17:44Z [--] followers, [----] engagements
"$PYPL fair value around $100 - Ran a quick DCF with @stock_unlock which got me to around $100 (Semi-conservative projections) - Did another DCF with more detailed revenue and operating margin projections with @AlphaSpread and arrived at $100 as well 10.4% discount rate arrived at with CAPM (beta - [---] risk free rate 4% market risk premium 8%)"
X Link 2025-04-04T18:12Z [--] followers, [---] engagements
"@kylewhitegoat Probably none of these stocks. $HIMS I'm considering but the other I've either not looked at enough or don't think their valuation is reasonable"
X Link 2025-04-05T06:25Z [--] followers, [----] engagements
"@QualityInvest5 $AMZN and $GOOGL can be considered cheap. However wouldn't call it ridiculously cheap"
X Link 2025-04-05T06:26Z [--] followers, [---] engagements
"@EXP_Philosopher @stock_unlock I find it to be quite difficult currently to value stocks when future earnings would need to be adjusted for reduced consumer spending possible recession and of course tariffs. Some companies I think will be good looking [--] years from now: $ASML $ADBE $PYPL $BN $AZN.L"
X Link 2025-04-05T06:51Z [--] followers, [---] engagements
"I think LVMH is the safest play in the luxury sector. It is an extremely diversified and well-run business. The environment is indeed difficult right now but I think they'll come back stronger from this crisis. Valuation is also looking good $PYPL does have a lot of competition but I don't think they'll be destroyed by competition; - Very low valuation meaning even with less growth it can be a good investment (8x forward P/FCF) - Returning capital to investors like crazy (20bn buyback program with a market cap around 60bn) - Good innovation and customer feedback about it as pointed out by CEO"
X Link 2025-04-05T06:57Z [--] followers, [--] engagements
"- In my understanding the product is superior and does have a good MOAT even though people are worried about AI - Solid revenue growth and 80% recurring revenues - 89% gross margin and solid cash flow - Good ROIC - Shouldn't be affected by tariffs - Valuation has come down significantly"
X Link 2025-04-05T07:00Z [--] followers, [--] engagements
"@nataninvesting @TihoBrkan Also there are quite a lot of analysts some better than others. It is your job as an investor to analyze the analysts and the company to see if you believe their projections"
X Link 2025-04-05T08:05Z [--] followers, [--] engagements
"Did some further analysis on $ASML and I think it could return around 100150% by [----] at the current price. Let me explain: - Sales are expected to double by [----] (60bn) - Margins should expand slightly as management projects - Assuming a modest P/E expansion from [--] [--] which I think is well deserved given ASMLs strong MOAT This would mean EPS grows slightly faster than revenue and the stock gets a small valuation boost on top"
X Link 2025-04-05T08:33Z [--] followers, [--] engagements
"Why Im bullish on $ASML [--]. Advanced Node Shift - TSMC Intel & Samsung rely almost exclusively on ASMLs EUV for 2nm+ chips - Drivers: AI 5G/6G autonomous vehicles cloud high-perf mobile ➡ More cutting-edge chips = more EUV = more ASML demand [--]. Insane Moat - Each EUV tool has 100000+ parts 150M+ cost years of R&D - Even with deep pockets rivals are likely 10+ years behind [--]. Recurring Revenue Engine - ASML doesnt just sell tools it services upgrades and optimizes them for decades ➡ Growing installed base = rising stable service income. [--]. Risks - Geopolitics (esp. China restrictions) - Semi"
X Link 2025-04-05T12:53Z [--] followers, [---] engagements
"@BourbonCap How much will $GRAB be impacted by tariffs And what does the valuation look like"
X Link 2025-04-05T14:48Z [--] followers, [---] engagements
"That sounds like a reasonable bet Don't think it's a good idea to go all-in on one player in an industry as complicated as designing chips. That's why I'm thinking about buying $ASML a huge beneficiary of the increasing demand for cutting-edge chips. I have more detailed posts about it on my profile if you're interested"
X Link 2025-04-05T15:59Z [--] followers, [--] engagements
"Markets are down. You get $5000 to invest next week what are you buying No wrong answers. Lets hear it. 👇"
X Link 2025-04-05T16:13Z [--] followers, [--] engagements
"I'm looking at $AMZN $PYPL $BN $ASML $ADBE As a bonus might consider $HIMS"
X Link 2025-04-05T16:14Z [--] followers, [---] engagements
"@CapexAndChill Exactly if we want cutting-edge chips then we need $ASML it's as simple as that"
X Link 2025-04-05T16:19Z [--] followers, [--] engagements
"@kylewhitegoat $AMZN yes"
X Link 2025-04-06T06:07Z [--] followers, [---] engagements
"@JafoFinance $PYPL I 100% agree on. Uber I think is starting to look interesting. Not a steal deal but I would agree that it is a buy if you believe Uber can sustain healthy growth grates"
X Link 2025-04-06T07:08Z [--] followers, [--] engagements
"$NVO (Novo Nordisk) is catching attention again back near [----] price levels before weight loss drugs were the hot topic. But even after the drop its still trading at a premium P/E compared to the past decade (chart via @stock_unlock). Is this a buying opportunity or still too pricey Whats your take 👇"
X Link 2025-04-06T07:12Z [--] followers, [----] engagements
"@Quality_stocksA At least $AMZN and $PYPL - more stocks on my profile"
X Link 2025-04-06T07:35Z [--] followers, [----] engagements
"5 interesting stocks that passed a Magic Formula screen using @AlphaSpread: ✅ ROIC 30% ✅ EV/EBIT (TTM) 15x Heres what came up: $GOOGL Alphabet $NOVO Novo Nordisk $PDD Pinduoduo $AMAT Applied Materials $LULU Lululemon Athletica Solid names do you like any of them Or would you pass 👇"
X Link 2025-04-06T10:22Z [---] followers, [---] engagements
"@AlphaSpread I find $GOOGL and $AMAT particularly interesting"
X Link 2025-04-06T10:23Z [--] followers, [--] engagements
"@stocksguide_ Just looking at the P/S-multiple doesnt tell you much. However I do like $HIMS and $MELI but I wouldnt call their valuations incredible"
X Link 2025-04-06T10:54Z [--] followers, [---] engagements
"@thexcapitalist I think the only downside is that if markets keep tanking then $GOOGL will tank with it. For the long-term investor buying $GOOGL at this price should be fine"
X Link 2025-04-07T09:37Z [--] followers, [----] engagements
"@GabGrowth Thats crazy Is $GRAB sustainably cash flow positive"
X Link 2025-04-07T15:50Z [--] followers, [----] engagements
"@nataninvesting They do sell internationally as well so how come 100% of FCF comes from China"
X Link 2025-04-08T16:10Z [--] followers, [---] engagements
"@SuEricGP Nice to see a fellow investor buying $PYPL and $LVMH"
X Link 2025-04-08T17:48Z [--] followers, [---] engagements
"@TrendSpider Very interesting to see what Buffet will do with $OXY"
X Link 2025-04-08T18:01Z [--] followers, [----] engagements
"How far are these two countries willing to take this This trade war isnt helping anyone and its definitely not doing my portfolio any favors. Well. except that I get to pick up quality companies at better prices"
X Link 2025-04-08T18:15Z [--] followers, [--] engagements
"Totally agree that $PYPL is looking like a good deal most obvious long in a long time: $PYPL most obvious long in a long time: $PYPL"
X Link 2025-04-08T19:05Z [--] followers, [--] engagements
"@MonacoFreedom Slowly start buying quality companies trading at good valuations such as $AMZN $PYPL $BN $MC.PA $ASML. However would keep something like 20k in cash earning stable interest at least until some of the uncertainty fades"
X Link 2025-04-08T19:08Z [---] followers, [---] engagements
"@QualityInvest5 Same. It looks compelling but I'm having a hard time assessing the actual threat that these competitors pose to $ADBE. It would need to become cheaper for me to pull the trigger"
X Link 2025-04-08T19:20Z [--] followers, [--] engagements
"The pricing of $PYPL is starting to look absurd. Market cap: $57B Authorized buyback: $20B thats 35% of the entire company. As of Dec [--] they had $15B in cash and only $11B in debt. That kind of balance sheet gives them firepower to buy back shares aggressively during this dip which could supercharge EPS. Yes a recession could hit consumer spending. But with strong cash flows a dirt-cheap valuation and real long-term potential. this is starting to look like a steal. Or am I missing something Let me know if you see a red flag"
X Link 2025-04-09T07:15Z [--] followers, [----] engagements
"I genuinely welcome anyone who wants to challenge me on $PYPL I feel like I'm missing something here"
X Link 2025-04-09T07:16Z [--] followers, [---] engagements
"Markets just ripped higher but I still see quality companies trading at fair valuations names like $PYPL $LVMH $BN $AMZN and $GOOGL. That said this may not be the end of the slump. I'm not calling for a crash but there's still a lot of uncertainty out there. In times like these Im staying disciplined no rash moves just steady thoughtful investing"
X Link 2025-04-10T07:29Z [--] followers, [---] engagements
"Pretty bummed to see $ASML surging. Id been watching it closely and was hoping to buy the dip just waited a bit too long for a more attractive valuation. Hoping for another shot soon. Ideally Id like to pick it up around a P/E of [--] it's currently sitting at [--] (via Yahoo Finance)"
X Link 2025-04-10T07:34Z [--] followers, [---] engagements
"@SelfMadeMastery Small buys yes. $BN and maybe $AMZN"
X Link 2025-04-10T17:19Z [--] followers, [---] engagements
"@MarcoM41184621 @nataninvesting $MELI is a high-quality company with strong fundamentals but it's quite different from $BABA in terms of valuation and investment thesis. My position in $BABA is more of a macro betI'm banking on a turnaround in the Chinese economy and a rebound in Chinese equity valuations"
X Link 2025-05-02T18:14Z [--] followers, [---] engagements
"@TacticzH Ive been buying $PYPL $AMZN $LVMH $BN and I would like to start a position in $ASML and $GOOGL"
X Link 2025-05-03T06:24Z [--] followers, [---] engagements
"Is $QCOM starting to look like a bargain after last weeks earnings dip ✅ Beat on revenue and EPS ⚠ Slightly soft guidance + exposure to tariff risk especially USChina tensions Valuation check: $QCOM trades at a 40% discount to the SOX index. Is that discount justified or is the market overlooking value"
X Link 2025-05-03T07:42Z [--] followers, [--] engagements
"@qualityequities Whats made you think about trimming $PYPL. Im in the same situation with it but now realizing that buying it [--] years ago was too early. Should have foreseen that a turnaround takes longer. Now it looks good"
X Link 2025-05-03T12:45Z [--] followers, [---] engagements
"@wolfofharcourt Disappointing earnings no doubt but the current valuation is extremely low. If they can get back to 10% revenue growth and maintain EBITDA margins in the 6668% range this has the potential to be a very strong investment"
X Link 2025-05-03T18:57Z [--] followers, [--] engagements
"@DividendDude_X I don't think $NKE and $SBUX can be considered cheap"
X Link 2025-05-04T07:14Z [--] followers, [---] engagements
"$PYPL is in many ways a compelling stock. While I agree with some of the concerns theres still significant upside worth considering: 1.Competition: Its true that PayPal faces competition from giants like Apple and Google. However these players have been around for years and yet PayPal continues to growdemonstrating its resilience. With over [---] million users and 30+ million merchants PayPal possesses a massive amount of purchasing data. This data is being actively monetized enhancing the platforms appeal for both merchants and consumers. Additionally PayPal has started monetizing Venmo more"
X Link 2025-05-05T14:07Z [--] followers, [---] engagements
"@Kross_Roads $PYPL is positioned to be a great investment been buying as of late again and my conviction is just growing stronger"
X Link 2025-05-05T15:09Z [--] followers, [---] engagements
"@RensingTrades Specifically Q2 revenue guidance was disappointing would mean that quarterly growth is negative. Also I think people were expecting them to hike revenue guidance for full year"
X Link 2025-05-06T04:40Z [--] followers, [--] engagements
"@Ashton_1nvests I wouldnt consider $NKE undervalued $AMD also debatable. $GOOGL and $AMZN I agree on"
X Link 2025-05-06T07:53Z [--] followers, [---] engagements
"@lloydjamesross @DividendDude_X What makes you say that"
X Link 2025-05-06T07:54Z [--] followers, [--] engagements
"Interesting that $BN is down slighly while $BAM is still up Lopking forward to $BN earnings later this week $BAM reported solid numbers. DE increased 20% YoY and AUM is nearing $1.1T. The stock currently trades for 34X DE though. Personally I think $BN is still offering much more value. https://t.co/9vYDaq5yHg $BAM reported solid numbers. DE increased 20% YoY and AUM is nearing $1.1T. The stock currently trades for 34X DE though. Personally I think $BN is still offering much more value. https://t.co/9vYDaq5yHg"
X Link 2025-05-06T16:48Z [--] followers, [---] engagements
"@CompoundinGirl From these $BABA then $NVO"
X Link 2025-05-06T19:48Z [--] followers, [---] engagements
"I think $PYPL ads will be one of the reasons that it beats earnings projections going forward. Minimal weight has been put on it in projections while I think it will be a success The person who led $UBER's advertising launch is in charge of $PYPL's. It's not a 1:1 advertising comparison but it's incredible to see this growth from October '22 to now. PayPal launched offsite ads just last week. The person who led $UBER's advertising launch is in charge of $PYPL's. It's not a 1:1 advertising comparison but it's incredible to see this growth from October '22 to now. PayPal launched offsite ads"
X Link 2025-05-08T10:14Z [--] followers, [---] engagements
"I believe $GOOG is undervaluedeven after applying a reasonable conglomerate discount. Sum-of-the-parts analysis still points to a higher valuation. I bought yesterday. Fears about search disruption feel overblown to meit wont happen overnight if at all. Alphabet is worth $260 per share according to Barron's Even if we take off 50% of the Search value we end up with $182 per share or 20% HIGHER than the current price Here's how they calculated it: Google Search: 17x EBITDA for [----] The valuation would be $1.76T or https://t.co/jodjyPvctQ Alphabet is worth $260 per share according to Barron's"
X Link 2025-05-08T10:20Z [--] followers, [--] engagements
"Trump is urging people to buy stocks AGAIN Last time he did the market took off shortly after. I told myself Id listen if he ever did it againwell here we are. Thinking about picking up more $PYPL $BN $BABA. Any other names on your radar"
X Link 2025-05-08T16:43Z [--] followers, [---] engagements
"Match Group ($MTCH) reported earnings today and is down over 6%. Is it a buy Lets break it down: Negatives: Revenue growth is negative and expected to stay that way next quarter Operating income continues to decline Lack of product innovation with the business still heavily reliant on consumer interest in online dating rebounding Positives: - Strong free cash flow and aggressive capital returns to shareholders - 13% workforce reduction expected to save $100M annually - Valuation is low at just 8x TTM free cash flow A DCF model supporting this valuation is included belowcheck it out"
X Link 2025-05-08T17:09Z [---] followers, [---] engagements
"Ran a quick DCF using @stock_unlock to see whats priced in for $MTCH. At todays price the market is only baking in 3.3% annual FCF growth over the next [--] years with a 10x P/FCF multiple. The real question: Can Match beat these low expectations"
X Link 2025-05-08T17:09Z [---] followers, [---] engagements
"Agree $PYPL is still cheap $PYPL is expected to Buy $6 Billion worth of its own stock in [----] (around 9% of its Market Cap) Buying at this level now makes a lot of sense. $PYPL is expected to Buy $6 Billion worth of its own stock in [----] (around 9% of its Market Cap) Buying at this level now makes a lot of sense"
X Link 2025-05-10T11:56Z [--] followers, [---] engagements
"@patientinvestt Good names $CROX surprised me"
X Link 2025-05-10T11:58Z [--] followers, [---] engagements
"Great thread on $BN One of my biggest investments and its still cheap Excellent results from Brookfield Corporation this morning. This is Canadas greatest company 💸 $BN https://t.co/uvLwk0wtJl Excellent results from Brookfield Corporation this morning. This is Canadas greatest company 💸 $BN https://t.co/uvLwk0wtJl"
X Link 2025-05-11T10:13Z [---] followers, [---] engagements
"@InvestingVisual Based on current valuations $7000 $GOOGL $3000 $MSFT"
X Link 2025-05-11T12:50Z [--] followers, [----] engagements
"@thexcapitalist I think $BN is cheap. $UBER is okay but I would say that there are better deals as well. $UNH I haven't looked at yet"
X Link 2025-05-11T12:57Z [--] followers, [---] engagements
"Mr. Donald Pump strikes again. First he urges people to buy stocks then drops major news on a USChina trade deal. This timing cant be legal right Markets could rip tomorrow"
X Link 2025-05-11T18:12Z [---] followers, [---] engagements
"@Ashton_1nvests I think $ADBE is facing serious competition and might be disrupted by AI $ASML is great would like to buy but at a bit lower valuation"
X Link 2025-05-13T04:36Z [---] followers, [--] engagements
"@MMMTwealth $NVO and $EVO look good"
X Link 2025-05-13T11:31Z [---] followers, [---] engagements
"Exciting partnership between $PYPL and Perplexity. Cant wait to see what this does to $PYPL PayPal has entered the chat 🚪🛍 💳 From browsing multiple sites to searching selecting and securing your goods with @PayPal or @Venmo in @perplexity_ai we just made commerce a whole lot easier. Lets go @AravSrinivas https://t.co/TBj3FoPaym PayPal has entered the chat 🚪🛍 💳 From browsing multiple sites to searching selecting and securing your goods with @PayPal or @Venmo in @perplexity_ai we just made commerce a whole lot easier. Lets go @AravSrinivas https://t.co/TBj3FoPaym"
X Link 2025-05-14T13:27Z [---] followers, [--] engagements
"@StockMarketNerd This feels like a real show of strength from $PYPL. While many are calling it dead and saying competition will crush it the company is out here forging partnerships with best-in-class players. At the very least the stocks pricing reflects none of that resilience"
X Link 2025-05-14T17:24Z [---] followers, [---] engagements
"@Investingcom Brookfield Corporation $BN"
X Link 2025-05-18T06:03Z [---] followers, [---] engagements
"@PronkDaniel Agreed $WMT operates on relatively thin margins which means it realistically cant absorb much additional cost without passing some of it on"
X Link 2025-05-19T06:47Z [---] followers, [--] engagements
"@RichardWedekin1 I like $PYPL it feels like the company is finally on the verge of its long-awaited turnaround"
X Link 2025-05-19T12:00Z [---] followers, [---] engagements
"@DividendTalks I still find $GOOG $AMZN and $META attractive"
X Link 2025-05-20T07:01Z [---] followers, [----] engagements
"After watching $GOOGs latest AI demos Microsofts progress and broader AI developments its getting harder to believe $ADBE wont be meaningfully impacted. I had previously considered buying $ADBE but Ive made up my mind for now Im staying on the sidelines. Theres just too much uncertainty around how disruptive AI could be to their core business. Plenty of other opportunities out there with a better risk/reward profile"
X Link 2025-05-21T06:04Z [---] followers, [--] engagements
"Interesting to see $BTC hitting all-time highs while U.S. equities took a sharp hit. Typically most asset classes follow the U.S. market with the exception of gold so itll be worth watching how European markets open today. With so much uncertainty in the U.S. Ive started to question whether I should shift more of my portfolio toward Europe and Asia. That said the U.S. still leads the world in quality companies particularly in tech which makes it hard to argue against strong long-term performance over the next decade"
X Link 2025-05-22T06:00Z [---] followers, [--] engagements
"@Quality_stocksA $EVO $NVO and $GOOGL - all quality companies that I believe are trading below fair value. The other ones are more risky"
X Link 2025-05-22T09:03Z [---] followers, [---] engagements
"@OptimumEngineer @DividendG_Web3 I like $HIMS more when looking a the valuation"
X Link 2025-05-23T04:14Z [---] followers, [---] engagements
"The forward P/E isnt as cheap as it looks largely because the semiconductor industry is highly cyclical and typically trades at a discount to more stable sectors. That valuation is also based on forward expectations which are far from guaranteed. If we see a macro slowdown or big tech cuts back on capex earnings estimates could shift dramatically and suddenly the stock might not look cheap at all. Theres also inherent risk in owning a single name in such a competitive innovation-driven space. A breakthrough from $NVDA or another competitor could quickly make $AMDs products less relevant. To"
X Link 2025-05-25T09:29Z [---] followers, [--] engagements
"In my view $PYPL still offers one of the most attractive risk/reward setups in the market. Over the past [--] months the company has repurchased roughly 7% of its outstanding shares. If they continue at this pace with a $70B market cap and $7B in estimated free cash flow they could buy back another 10% over the next year. On top of that the turnaround is gaining traction: earnings have consistently beaten expectations and new product rollouts and strategic partnerships are beginning to take shape. Based on the fundamentals and improving momentum I believe the stock should be trading closer to"
X Link 2025-05-25T09:41Z [---] followers, [--] engagements
"Which do you prefer: $PEP (PepsiCo) or $KO (Coca-Cola) $PEP has seen notable weakness lately with the stock well off its highs. But that drop has brought the valuation down to more compelling levels it's now yielding around 4.5% which makes it worth a closer look. $KO on the other hand is arguably the higher-quality business with stronger brand durability. That said its current valuation and limited growth outlook make it a solid defensive hold but not particularly exciting. If you had to pick one at todays prices which would it be"
X Link 2025-05-25T09:45Z [---] followers, [---] engagements
"Great point the AI cloud growth and profit jump are definitely encouraging. But I think part of the markets hesitation comes from the fact that $BIDU is still FCF-negative largely due to heavy CapEx spending. The big question is whether that investment will deliver high returns or just weigh on margins and cash flow longer term. Until we see clearer ROI skepticism might persist even with solid revenue growth. That said I dont hold a position yet but Im seriously considering starting one. The current valuation makes the risk/reward look compelling if execution continues improving"
X Link 2025-05-26T05:52Z [---] followers, [---] engagements
"@HolySmokas $BN"
X Link 2025-05-26T20:06Z [---] followers, [----] engagements
"@lloydjamesross @RedshirtInsight @Ashton_1nvests Those should do well in the long run"
X Link 2025-05-27T04:06Z [---] followers, [--] engagements
"@DividendDude_X $BIDUs robotaxi has completed more rides"
X Link 2025-05-28T04:44Z [---] followers, [---] engagements
"@stock_unlock I like China but Im not a fan of $PDD"
X Link 2025-05-28T04:49Z [---] followers, [--] engagements
"Im still a bit cautious the turnaround hasnt fully materialized yet and the business is still in decline. Ill likely add a little more here but plan to wait for the next earnings report before making any bigger a small position for me just a few percent of the portfolio.4o http://moves.It http://moves.It http://moves.It http://moves.It"
X Link 2025-05-31T14:43Z [---] followers, [--] engagements
"Ive seen a lot of posts recently about beaten-down pharma and biotech names like $MRNA and $REGN with many calling them value plays. Personally Im a bit more cautious. First pharma and especially biotech is inherently high-risk and that risk should be reflected in lower valuation multiples. Drug development is a long expensive and uncertain process with significant capital required before any payoff. Second valuing these companies is complex and requires deep sector expertise. You need to assign probabilities to each phase of a clinical trial estimate the likelihood of eventual approval and"
X Link 2025-05-31T15:02Z [---] followers, [----] engagements
"@QualityInvest5 $PYPL $EVO $BABA maybe $BIDU"
X Link 2025-05-31T15:04Z [---] followers, [---] engagements
"$GOOG is a good buy and $MTCH is also looking interesting Stocks with 20%+ ROIC trading Below 20x earnings: [--]. Alphabet $GOOGL: ROIC: 30% PE: 18x [--]. Match Group $MTCH: ROIC: 25% PE: 8x [--]. Crocs $CROX: ROIC: 40% PE: 17x [--]. Adobe $ADBE: ROIC: 41% PE: 19x [--]. PepsiCo $PEP: ROIC: 20% PE: 16x [--]. Clorox Company $CLX: ROIC: 33% PE: 19x Stocks with 20%+ ROIC trading Below 20x earnings: [--]. Alphabet $GOOGL: ROIC: 30% PE: 18x [--]. Match Group $MTCH: ROIC: 25% PE: 8x [--]. Crocs $CROX: ROIC: 40% PE: 17x [--]. Adobe $ADBE: ROIC: 41% PE: 19x [--]. PepsiCo $PEP: ROIC: 20% PE: 16x [--]. Clorox Company $CLX: ROIC: 33% PE:"
X Link 2025-06-01T08:49Z [---] followers, [---] engagements
"UnitedHealth ($UNH) looks strong on paperbut the model is flawed: Blurred lines between insurer & provider (Optum) Incentives misaligned with patient care Facing lawsuits & whistleblower claims Regulatory heat on Medicare Advantage abuse Profits may not be sustainable long term Too much risk beneath the surface"
X Link 2025-06-01T09:03Z [---] followers, [---] engagements
"@DividendDude_X Thinking of adding $BABA and $EVO maybe open a position in $BIDU or $OSCR"
X Link 2025-06-01T16:50Z [---] followers, [----] engagements
"@DividendDude_X Disagree most with $UNH and $NKE"
X Link 2025-06-01T16:51Z [---] followers, [---] engagements
"I've been digging into $OSCR after seeing it pop up a lot on X lately. Most of the discussion seems focused on technicals but I wanted to look at the fundamentals. Oscar is clearly trying to change the healthcare gameand in many ways theyre succeeding. Their use of AI and tech is impressive showing up in both a better customer experience and lean SG&A. Their [----] and Q1 [----] numbers were strong with real profitability. That said the biggest risk is political. The majority of Oscars revenue depends on ACA subsidies which are set to expire in [----] unless renewed. If they lapse it could cut deep"
X Link 2025-06-01T17:26Z [---] followers, [---] engagements
"This is my take on it posted it on my profile: Truist Securities initiated coverage on $PYPL with a Sell rating and a $68 PT citing increased lending during a weak credit cycle and intensifying competition from players like Apple Pay. I disagreeand still see fair value around $100. Heres why: Competitive threats have been cited for years yet $PYPL keeps beating estimates under @acces leadership. The company continues to innovate for both merchants and consumersstrengthening its ecosystem. Lending (BNPL merchant advances) is a natural extension of the business not a red flag. $PYPL has deep"
X Link 2025-06-03T05:57Z [---] followers, [--] engagements
"Interesting take haha Im not sure I fully follow the logic of that analyst. For $AFRM BNPL is core to their business so it makes sense theyd be more aggressive in the space. In contrast $PYPL and $XYZ can afford to be more selective and focus on other parts of their operations. Don't know if that's the reason for different views. That said this still doesnt fully explain the difference in ratings"
X Link 2025-06-03T06:04Z [---] followers, [---] engagements
"@Quality_stocksA I liie $ODD should have bought under $60"
X Link 2025-06-03T06:27Z [---] followers, [---] engagements
"@FromValue $BN and $AMZN"
X Link 2025-06-04T03:28Z [---] followers, [---] engagements
"@nataninvesting @DividendDude_X $OSCR $GMAB $AZN $NVO"
X Link 2025-06-04T19:30Z [---] followers, [---] engagements
"While $PYPL stock has been sleepy in [----] the company definitely hasnt. Here are just a few major developments from the past couple of months: - Launched Agentic Commerce with Perplexity AI to power smarter shopping - Rolled out a physical PayPal Credit Card for BNPL - Expanded Venmo: new debit card and Venmo Checkout - Launched contactless PayPal Wallet in Germany - Expanded Ads platform to the UK The amount of buzz around $PYPL makes me bullish. @acce is delivering"
X Link 2025-06-04T19:38Z [---] followers, [---] engagements
"Thanks @Spike_1567 for recommending the Branded podcast episode with $OSCR CEO Mark Bertoliniit made me even more bullish on the stock. A few quick takeaways: Mark seems like the perfect fit to lead $OSCR: deep industry expertise and a clear long-term vision. Hes optimistic about a favorable regulatory outlook for ACA and ICHRA. Even if the environment turns tougher he believes strong businesses can adapt and thriveand $OSCR is undeniably one of them. Stock dipped a bit after I bought today but no regrets. If it drops more Im happy to average down"
X Link 2025-06-04T19:43Z [---] followers, [---] engagements
"@nataninvesting $BABA and $BIDU are my two picks. I dont like $PDD business mix as much"
X Link 2025-06-05T04:25Z [---] followers, [---] engagements
"Its wild how quickly the X algorithm can push a name. Just a week ago $OSCR popped up occasionallynow its everywhere. Feels like half of FinTwit is debating whether to enter. Heres why I did (small starter position): Its a quality company aiming to revolutionize a long-overdue industry. Its incredibly well-rundeep AI integration is driving real cost efficiencies and the CEO has a clear long-term vision to build something lasting. Valuation looks attractive largely discounted due to regulatory overhangespecially the uncertainty around ACA subsidy renewal. Even if legislation turns unfavorable"
X Link 2025-06-05T06:02Z [---] followers, [---] engagements
"Anyone know if something specific is driving the move in $OSCR Up 10% yesterday and another 3% in pre-market. Not complaining about the gains but big swings without clear fundamental news make it harder to assess the business objectively"
X Link 2025-06-06T10:57Z [---] followers, [---] engagements
"@nataninvesting Id sell at least $UNH there are much better risk/reward plays out there. Maybe add some Europe weight $EVO $MC.PA (LVMH)"
X Link 2025-06-08T20:34Z [---] followers, [---] engagements
"200 followers wow I know its not a huge number but I genuinely appreciate every single one of you who follows reads and engages with my posts. Grateful for the thoughtful conversations and shared passion for investing. Heres to growing and learning together thank you"
X Link 2025-06-08T20:38Z [---] followers, [--] engagements
"Im almost certain this figure will improve going forward especially with all the recent campaigns tied to new product launches. $PYPL has been highly active this spring significantly enhancing both its service offering and overall value proposition. Hard not to be bullish given the momentum"
X Link 2025-06-08T20:50Z [---] followers, [---] engagements
"@DataDInvesting I agree that $PYPL is undervalued but I wouldnt compare it directly to a completely different type of stock especially when they differ so much in business mix and are at very different stages in their growth cycles"
X Link 2025-06-09T06:34Z [---] followers, [--] engagements
"Looking forward to what should be another interesting week in the markets. Most of my portfolio leans boring the kind of names that dont make big moves week to week. That said with all the macro volatility (especially under this administration) theres rarely a dull moment. Plus holding a few higher-beta names like $OSCR and $HIMS definitely adds some excitement to the mix"
X Link 2025-06-09T06:36Z [---] followers, [--] engagements
"@DividendDude_X Not yet I think it can go lower"
X Link 2025-06-09T06:39Z [---] followers, [---] engagements
"Great to see $EVO continuing its aggressive buyback program. Last week the company repurchased [------] shares above the prior week but lowever than the week before that. However when you account for the Stockholm exchange being closed on Friday its effectively the same pace. I find it incredibly attractive that $EVO is buying back shares so actively while the stock trades well below its intrinsic value. If it were up to me Id even consider reallocating a portion of the dividend toward buybacks to maximize long-term shareholder value but no complaints here. Lets keep it going"
X Link 2025-06-09T08:10Z [---] followers, [---] engagements
"@CompoundingLab Welcome to the casino Buying $EVO at this price is like playing a game where the odds are heavily in your favor"
X Link 2025-06-09T18:30Z [---] followers, [---] engagements
"I actually like all of the first three: [--]. Is a good mix between growth and established players [--]. Has quality names but more risk 3.Just overall very high quality names for good valuations. If I had to pick one to hold all my money in I'd go with [--] but best upside perhaps in 2"
X Link 2025-06-09T18:52Z [---] followers, [--] engagements
"$PYPL has teamed up with Selfbook a fintech platform to streamline hotel booking directly within its app . While I dont expect this specific partnership to move the needle on revenue today its significant in another way its another vote of confidence in PayPals value proposition. - Hotels using Selfbook + PayPal/Venmo checkout reportedly see conversion rates jump by up to 84% for travel bookings - PayPal also adds BNPL options exclusive offers via its app and leverages AI-powered conversational booking through Perplexity This shows companies are actively choosing PayPal because of the value"
X Link 2025-06-09T18:57Z [---] followers, [---] engagements
"@DataDInvesting love to see $ODD trading lower. Would want to enter the stock"
X Link 2025-06-09T20:00Z [---] followers, [---] engagements
"$EVO might be a takeover target In a recent note EFN highlighted five potential acquisition candidates and $EVO was one of them. The reasoning A low valuation strong cash flow and attractive long-term business potential. However ESG concerns tied to the industry limit the pool of potential buyers which could make $EVO better suited for the private market. The most likely acquirer Billionaire Kenneth Darth who already owns approximately 15% of the company. Personally I hope $EVO stays independent I see it as a strong long-term compounder in a very promising market. Lets see how this plays out"
X Link 2025-06-10T15:58Z [---] followers, [---] engagements
"Here are a few stocks Id love to own but for now I find the valuations a bit too rich: $PLTR $TEM $ODD $ASML $OKLO Many of these are higher-risk high-reward plays but they all have compelling growth potential and disruptive technology behind them. At lower valuations Id be far more interested. That said $ASML is the only one Id consider buying at current levels and $ODD is getting close. The rest are firmly on my watchlist for now"
X Link 2025-06-11T06:53Z [---] followers, [---] engagements
"@Ashton_1nvests Thats a view I understand. I also think $NKE is a good play if you want to benefit quickly from favorable tariff announcements. Lower tariffs with China and Vietnam will push this stock higher by quite a bit"
X Link 2025-06-11T11:41Z [---] followers, [---] engagements
"@DimitryNakhla Nothing compared to $PYPL's future - they've bought 10% in one year"
X Link 2025-06-11T16:17Z [---] followers, [---] engagements
"@Kross_Roads @amitisinvesting @samsolid57 I think $PYPL would be perfect for this. A more established name with clear value and quality characteristics. Also a great time to cover as the innovation has started rolling but the stock is still low"
X Link 2025-06-12T09:21Z [---] followers, [---] engagements
"$ADBE beat on Q2 and raised FY25 guidance yet the stock is down after hours heres the nuance behind the move: What went well: - Earnings & revenue beat: $5.06 EPS vs $4.97 expected $5.87B revenue vs $5.80B - Raised full-year guidance: EPS now $20.5020.70 (up from $20.2020.50); revenue now $23.523.6B barrons.com+1rttnews.com+1 AI innovation fueling growth: Firefly Video Model and Creative Cloud tools gaining traction Why the dip: - Investors may be cautious given competition from Canva OpenAI and Figma - Adobe trades at 19x forward earnings well below its 5-year average of 31x but the path to"
X Link 2025-06-13T06:08Z [---] followers, [---] engagements
"Among my holdings $V $MA and $PYPL pulled back sharply after news surfaced that Amazon and Walmart are exploring their own stablecoins I believe the selloff was unwarranted. - Yes merchants currently pay a few percent in interchange fees to credit card networkswhich could incentivize them to explore stablecoins. But as a consumer I dont pay those fees and theres no obvious reason Id switch to a merchant-specific stablecoin unless I were clearly incentivized. - For these systems to work retailers would need to offer lower-cost incentives than current card processing fees and better perks than"
X Link 2025-06-14T15:18Z [---] followers, [---] engagements
"Very interesting to see how these stocks move today. If $PYPL goes below $70 I might be tempted to buy some shares. Among my holdings $V $MA and $PYPL pulled back sharply after news surfaced that Amazon and Walmart are exploring their own stablecoins I believe the selloff was unwarranted. - Yes merchants currently pay a few percent in interchange fees to credit card networkswhich could Among my holdings $V $MA and $PYPL pulled back sharply after news surfaced that Amazon and Walmart are exploring their own stablecoins I believe the selloff was unwarranted. - Yes merchants currently pay a few"
X Link 2025-06-16T05:51Z [---] followers, [---] engagements
"@Tech_Investor20 If all goes well I think $OSCR can become a 10-bagger in the years to come"
X Link 2025-06-16T15:35Z [---] followers, [---] engagements
"Good take $PYPL In just a SINGLE MONTH PayPal has unleashed a FLURRY of high-impact innovations across AI omnichannel commerce blockchain and international markets Under @acce's leadership the company is moving faster than ever. Here's a quick rundown of the most important https://t.co/K56MnIeH1c $PYPL In just a SINGLE MONTH PayPal has unleashed a FLURRY of high-impact innovations across AI omnichannel commerce blockchain and international markets Under @acce's leadership the company is moving faster than ever. Here's a quick rundown of the most important https://t.co/K56MnIeH1c"
X Link 2025-06-16T17:26Z [---] followers, [--] engagements
"$OSCR is up over 8% in pre-market trading. I havent seen a clear catalyst on a quick search but itll be interesting to see how this move holds once the market opens especially with broader futures trending lower across the board"
X Link 2025-06-17T08:15Z [---] followers, [---] engagements
"@George_Dubs_ @StockUnlock Thats not exactly true. Opportunity cost is simply the money I have lost not investing in something else. And by something else I mean the index or just treasuries"
X Link 2025-06-18T16:34Z [---] followers, [---] engagements
"Thinking about taking part in my first IPO next week 👀 Hacksaw AB ($HACK) a fast-growing iGaming platform is listing on the Stockholm Stock Exchange (June 25). The company doubled revenue in [----] to 137m with an insane 84% EBIT margin. Yes there are some risks revenue is concentrated in a few crypto-heavy operators. But the fundamentals are strong and theres real potential for a day-one pop. If theres interest Ill do a deeper dive. Let me know"
X Link 2025-06-18T18:11Z [---] followers, [----] engagements
"@dividendology Yes there is. I like $AZN at least Looking to add more healthcare if the drop continues"
X Link 2025-06-18T18:16Z [---] followers, [---] engagements
"The CEO likes the news.meanwhile the stock drops yet another 3%. $PYPL stock keeps disappointing hoping for a good Q2 Very excited for this bill & the future of stablecoins Big opportunity to help our consumers & merchants lead in the future of commerce. Very excited for this bill & the future of stablecoins Big opportunity to help our consumers & merchants lead in the future of commerce"
X Link 2025-06-18T18:18Z [---] followers, [---] engagements
"@TacticzH No one is close to the most advanced machines by $ASML"
X Link 2025-06-18T18:33Z [---] followers, [---] engagements
"@SwingKingTrades @longoption Someone could please help turning $PYPL back to its gloryI dont like PainPal"
X Link 2025-06-18T19:57Z [---] followers, [---] engagements
"@Spike_1567 @StockUnlock I know and I do have it. It still gets frustrating sometimes"
X Link 2025-06-19T04:03Z [---] followers, [--] engagements
"@longoption @patientinvestt Thats a possibility but $PYPL has such a strong ecosystem with more to offer than just the payments infrastructure which is why I think it will hold its ground"
X Link 2025-06-19T04:06Z [---] followers, [--] engagements
"@Spike_1567 @StockUnlock Thats true and to be honest if youre a $PYPL shareholder you want the stock to stay low as it gives $PYPL more time to do buybacks at a low valuation"
X Link 2025-06-19T05:23Z [---] followers, [--] engagements
"@DividendDude_X I fully agree the world has once again descended into far too much violence. I sincerely hope we can find diplomatic solutions to the conflicts unfolding across the globe"
X Link 2025-06-19T06:52Z [---] followers, [---] engagements
"The U.S. markets may be closed today but theres still action to watch in Europe and by the looks of it were in for a slightly red session. Im keeping a close eye on $EVO $AZN and $LVMH which remain key positions on my radar. Im also still on the sidelines with $ASML but if the price pulls back Id be interested in starting a position. Always good to stay alert even on quieter days"
X Link 2025-06-19T07:06Z [---] followers, [---] engagements
"1) Business Overview Diageo is one of the largest alcoholic beverage companies in the world with operations in over [---] countries and a portfolio of more than [---] brands. The company has strong exposure to both developed markets and faster-growing emerging economies. Its strength lies in its premium and super-premium brand portfolio giving it pricing power and global recognition"
X Link 2025-06-19T07:17Z [---] followers, [--] engagements
"2) Market Challenges The alcohol industry is facing significant headwinds: Overall alcohol consumption is declining especially among Gen Z whose drinking habits are far below those of previous generations. This trend is shrinking the total addressable market for traditional alcoholic beverage companies. Tariff concerns and geopolitical pressures have also weighed on the sector. Diageos stock reflects these challenges down 35% over the past five years and over 50% from its all-time highs"
X Link 2025-06-19T07:17Z [---] followers, [--] engagements
"3) Diageos Response To adapt Diageo is: Diversifying into non-alcoholic beverages a category where early results have been promising. Streamlining its brand portfolio by selling non-core assets focusing more on its premium and high-margin products. Prioritizing operational efficiency in response to market pressures and changing consumer preferences. These strategic moves could help reposition the business for a more sustainable long-term future even in a shrinking core market"
X Link 2025-06-19T07:17Z [---] followers, [--] engagements
"4) Valuation & Outlook Diageo is currently trading at: 12.3x forward P/E 11.3x EV/EBITDA Dividend yield above 4% While I find the current valuation reasonable its not yet at the point where Id buy. But if the stock declines further it could become a compelling downside hedge in my portfolio. For comparison look at how tobacco companies like $BATS.L and $PM have performed. Even in shrinking industries businesses with strong brands and healthy cash flows can deliver solid returns if bought at the right price"
X Link 2025-06-19T07:17Z [---] followers, [--] engagements
"Theres been a lot of chatter lately about stablecoin regulation and the potential disruption to traditional payment networks. But one key element thats often overlooked is the value of data and network effects. Take Coinbase ($COIN) and its launch of Coinbase Payments in partnership with Shopify ($SHOP). While the integration is interesting Coinbase has minimal transaction history and no entrenched network effects in retail payments at this stage its essentially just another payment option. Now compare that to Visa ($V) and Mastercard ($MA) global giants with unmatched scale. As a consumer"
X Link 2025-06-19T07:33Z [---] followers, [---] engagements
"@EndicottInvests $HIMS is cooking nothing major with the product launch but they keep showcasing good innovation and marketing. Building a generational brand"
X Link 2025-06-19T07:46Z [---] followers, [--] engagements
"The Swiss National Bank (SNB) just cut its policy rate by [--] bps to 0% down from 0.25%significantly below the U.S. Feds current 4.254.5% target range Meanwhile the U.S. Federal Reserve held rates steady this week and projected two rate cuts later this year but declined to match the SNBs aggressive easing So whos rightTrump or the Fed Donald Trump has been pushing for cuts of [----] percentage points aiming to lower the Feds rate to around 22.5%. Thats far below the current 4.254.5% bandterritory even the SNB in desperate need to combat low inflation only just reached . The Fed however is"
X Link 2025-06-19T07:52Z [---] followers, [---] engagements
"I came very close to buying $MU during the tariff-driven selloff when it dipped into the $60s but I hesitated. Now the stock feels much closer to fair value which makes me more cautious. On top of that I have concerns about the cyclicality of the semiconductor industry overall. And based on my research Microns competitive moat doesnt appear particularly wide especially when compared to other players in the space. Still watching it but for now Im on the sidelines"
X Link 2025-06-19T07:55Z [---] followers, [---] engagements
"@alexis04613 I'm very confident that the market sentiment towards $PYPL will shift when they can show the benefits of their latest launches. Likely this year"
X Link 2025-06-19T08:11Z [---] followers, [--] engagements
"@TheEUInvestor I'm in the same situation with $LVMH the valuation is also not super cheap even though it has gone down substantially"
X Link 2025-06-19T09:07Z [---] followers, [---] engagements
"Brookfield Corporation ($BN) yesterday received a fresh Outperform initiation from RBC Capital Markets led by Bart Dziarski with a price target of $81 up from prior targets RBC flagged several key drivers of this bullish call: - A long-term track record of compounding capital - Exceptional liquidity enabling opportunistic deployment in current markets - Strength across its diversified franchises: alternative asset management real estate infrastructure energy insurance and wealth management Theyve named $BN their top idea and suggested its a core holding for investors Why this matters to me: I"
X Link 2025-06-19T09:21Z [---] followers, [---] engagements
"Key takeaway from last week: retail sentiment is heating up. Just look at names like $HIMS $OSCR $ASTS and $LMND all getting strong retail attention. Even SPAC-era names are starting to reappear in conversations. Not necessarily a negative signal (yet) but it definitely feels like things are starting to move quickly"
X Link 2025-06-21T13:14Z [---] followers, [---] engagements
"Theres been some renewed talk around $LULU which is now back to pre-pandemic share price levels while trading at a 10-year low P/E of 18x. I view $LULU as a high-quality company with a strong brand and loyal customer base. That said the current fashion trends looser fits and a return to more formal office wear havent played in their favor like the early COVID athleisure boom did. As an investment Im not ready to jump in just yet. Apparel is a tough industry and brand premiums can make valuation tricky. But if the stock drops further I might start building a position. Earnings are still"
X Link 2025-06-21T13:54Z [---] followers, [---] engagements
"@LeverageValueP Id want it a little lower from current dividend yield of around 4% to closer to 7-8%"
X Link 2025-06-21T18:40Z [---] followers, [--] engagements
"@FinFluentialx How do you feel about Hacksaw IPO $EVO peer"
X Link 2025-06-21T18:41Z [---] followers, [---] engagements
"@HansCashFlow Search might go down gradually still a great business offering good value at these price levels"
X Link 2025-06-21T18:43Z [---] followers, [--] engagements
"Strongly disagree $GOOG is a great business with tremendous opportunity to benefit from AI with a great LLM of its own cloud business best in class chips for inference. On top of this you have the legacy business of search and YouTube which will generate strong cash flow. And of course lets not forget everything else such as Waymo"
X Link 2025-06-22T12:00Z [---] followers, [--] engagements
"@alexis04613 Best way to benefit from chips without investing in designers $TSM and $ASML. Huge MOATs and great businesses in general"
X Link 2025-06-22T12:01Z [---] followers, [--] engagements
"@Quality_stocksA Havent read it yet but I hope you say yes to buying $LVMH anyways thank you"
X Link 2025-06-22T12:45Z [---] followers, [---] engagements
"@_realpharaoh Agree Long $PYPL"
X Link 2025-06-22T12:46Z [---] followers, [---] engagements
"@alexis04613 $TSM is crazy good only downside is geopolitical risk"
X Link 2025-06-22T19:56Z [---] followers, [--] engagements
"Futures are only slightly down this morning suggesting markets arent pricing in a major retaliation from Iran. Lets see how things unfold throughout the day. If we do see a pullback $GOOG remains my top buy still trading at a very attractive valuation relative to its fundamentals. Also worth noting: $OSCR held up well in overnight trading staying green while most names dipped"
X Link 2025-06-23T05:45Z [---] followers, [---] engagements
"Novo Nordisk ($NVO) terminates its partnership with $HIMS the stock is down 22% in premarket. My take: As I said when this partnership was first announced it had no material impact on $HIMS revenue. The stock is just extremely volatile. No reason to panic fundamentals havent changed"
X Link 2025-06-23T11:50Z [---] followers, [---] engagements
"@European_DGI I think the partnership was weird from the start. Interesting to see how the story unfolds"
X Link 2025-06-23T16:49Z [---] followers, [---] engagements
"Whos really in the wrong here One interpretation is that $NVO entered the partnership to push $HIMS toward prioritizing branded products over compounded alternatives and when that didnt happen tensions escalated. Another angle is that this reflects a broader strategic shift at $NVO under new leadership. What I find less plausible is the idea that $HIMS has been acting in bad faith or engaging in any serious wrongdoing. Im not adding to my $HIMS position just yet but the sharp selloff feels excessive. Lets not forget: $HIMS is more than just GLP-1. We are disappointed to see Novo Nordisk"
X Link 2025-06-23T16:54Z [---] followers, [---] engagements
"@European_DGI I think they thought that they would get access to all of $HIMS's GLP-1 customers and that $HIMS would basically only sell their product. That didn't happen and they got disappointed / angry"
X Link 2025-06-23T17:02Z [---] followers, [---] engagements
"Theres a lot of noise in the markets right now breaking headlines every few minutes. Iran reportedly striking U.S. military bases $HIMS down over 30% $TSLA up 10% oil spiking then reversing and most stocks just drifting. With the market near all-time highs and volatility rising this feels like a moment to stay on the sidelines. No rush to make major moves in the middle of chaos"
X Link 2025-06-23T17:15Z [---] followers, [---] engagements
"One thing I really appreciate about $PYPL is how effectively it's using its free cash flow even if the stock price hasnt reflected the progress yet. This quarter I expect $1.5B in FCF and likely a similar amount in share buybacks. If shares were repurchased at an average of $70 thats over 2% of the market cap retired in just one quarter. But heres the kicker: the stock traded in the $50s early in the quarter so the actual buyback impact could be even more significant. Id love to see they used some cash reserves to take advantage of the depressed price. In Q1 buybacks also totaled 2% of the"
X Link 2025-06-23T17:24Z [---] followers, [---] engagements
"$PYPL keeps cooking Bringing real solutions to real merchants & consumers where they hold and use their funds. Just the beginning. @fiserv @paypal $pyusd https://t.co/d6mGVjCw1k Bringing real solutions to real merchants & consumers where they hold and use their funds. Just the beginning. @fiserv @paypal $pyusd https://t.co/d6mGVjCw1k"
X Link 2025-06-23T18:07Z [---] followers, [---] engagements
"@DividendDude_X Long $PYPL"
X Link 2025-06-23T19:03Z [---] followers, [--] engagements
"@TheEUInvestor I truly hope they dipped into their cash reserves and bought more shares in the $50s"
X Link 2025-06-23T19:34Z [---] followers, [--] engagements
"@roberthhansson Im aware. Im only looking for a short-term gain which I believe has a high chance of happening as the IPO is already oversubscribed. They even closed the institutional books a day early"
X Link 2025-06-24T04:06Z [---] followers, [--] engagements
"@RahulSetty_ So you sold purely based on a competitor's allegations Not giving $HIMS management an opportunity to explain"
X Link 2025-06-24T05:47Z [---] followers, [---] engagements
"$PYPL just crushed earnings 💥 The only slight negatives were softer free cash flow likely seasonal since full-year guidance remains intact and a cautious Q3 EPS guide. But if history repeats itself theyll beat that too and raise full-year guidance again. At this point what does the stock need to do to go up Feels impossible. If we dip Im buying more. Loving the execution from Alex Chriss 👏"
X Link 2025-07-29T11:43Z [---] followers, [---] engagements
"@Ronaldo7trades @Spike_1567 Some reports say they gave a 1.2bn loan to merchants essentially delaying when they get their cash nothing to be worried about"
X Link 2025-07-30T06:12Z [---] followers, [--] engagements
"@nataninvesting @DividendDude_X Should still be noticed in top-line revenue growth as it has been negative or [--] in recent quarters"
X Link 2025-07-30T13:17Z [---] followers, [--] engagements
"@Liathetrader Not gonna happen with $PYPL - unnecessary for me to even dream"
X Link 2025-08-01T05:48Z [---] followers, [--] engagements
"If $NVO drops below [---] DKK Ill be seriously tempted to start a position. Its a perfect storm company-specific concerns + Trumps talk of price cuts. When headlines stack up like this markets often overreact. The real question: whats the right price to pay when quality meets temporary chaos I ran some numbers on $NVO and it is starting to look like a buy even though I believe that they have some trouble with their obesity business in the US that needs to be fixed Here's what I arrived at when looking at the diabetes and obesity businesses separately (excluding I ran some numbers on $NVO and it"
X Link 2025-08-01T05:57Z [---] followers, [---] engagements
"Here are a few names on my watchlist that I might add to soon: $ASML $NVO $BN $PYPL $LULU $NU $ODD $GOOGL Anyone else watching these Or have some high-conviction ideas of your own Always open to inspiration"
X Link 2025-08-01T06:00Z [---] followers, [---] engagements
"@adamkhootrader Nothing even remotely similar except that theyve all come down a lot. Everone comparing eveything thay goes down to $META"
X Link 2025-08-02T06:30Z [---] followers, [---] engagements
"@Blueloulemon $BN is also one of my largest positions and I'm still building it. $ODD is a fascinating company but I find the valuation a bit steep"
X Link 2025-08-03T12:20Z [---] followers, [--] engagements
"@Spike_1567 This year has showed that they arent macro safe look at their medical loss ratio"
X Link 2025-08-03T13:13Z [---] followers, [--] engagements
"$ODD delivered strong earnings but the stock is trading lower pre-market. A couple of things stood out that I didnt like: They pushed back some new product launches by at least a quarter. Not ideal hopefully still in time to support Q4. Adjusted EBITDA guidance for H2 implies no growth. LTM EBITDA is 161M and full-year guidance is just 160162M. Thats a flat outlook. Ive had $ODD on my watchlist for a while so Im hoping for a pullback but Ill definitely be tuning into the earnings call for clarity on these points"
X Link 2025-08-05T12:23Z [---] followers, [----] engagements
"Interesting $ODD guidance for [----] or [----] includes no revenues from brand [--] or [--] which means if they manage to launch them successfully the growth could be explosive $ODD delivered strong earnings but the stock is trading lower pre-market. A couple of things stood out that I didnt like: They pushed back some new product launches by at least a quarter. Not ideal hopefully still in time to support Q4. Adjusted EBITDA guidance for H2 $ODD delivered strong earnings but the stock is trading lower pre-market. A couple of things stood out that I didnt like: They pushed back some new product"
X Link 2025-08-05T12:54Z [---] followers, [---] engagements
"AgreedI caught that on the call as well. Id assumed the soft launch would make a noticeable impact in Q3 but it looks like the full rollout isnt until Q4. And while I understand heavy investment in these launches justifies flat H2 EBITDA guidance 0% growth still feels disappointing"
X Link 2025-08-05T14:42Z [---] followers, [--] engagements
"@TacticzH What about $PYPL"
X Link 2025-08-05T16:39Z [---] followers, [---] engagements
"Novo Nordisks ($NVO) latest earnings didnt reveal anything new and Im disappointed they didnt outline more concrete actions. Ill be waiting for a further pullbackideally a lower entry pointbefore considering a position. Sub [---] DKK seems intriguing"
X Link 2025-08-06T07:28Z [---] followers, [---] engagements
"A couple of my holdings$ZETA and $MTCHreported strong after-hours results yesterday: $ZETA - Revenue growth remains robust nothing seems to slow it down - Share-based compensation is the main drag on earnings but its trending lower - Their new buyback program should partially offset future dilution $MTCH - Aggressive buybacks are a bullish signal but cash reserves fell from $900 M to $300 M and they still carry significant debt - Tinder revamp shows promise yet user feedback suggests some fatigue with the platform. - E&E division and Asia continue to underperform and are even unprofitable."
X Link 2025-08-06T07:34Z [---] followers, [---] engagements
"Picked up some shares at DKK [---]. Let's have a good earnings call Novo Nordisks ($NVO) latest earnings didnt reveal anything new and Im disappointed they didnt outline more concrete actions. Ill be waiting for a further pullbackideally a lower entry pointbefore considering a position. Sub [---] DKK seems intriguing. Novo Nordisks ($NVO) latest earnings didnt reveal anything new and Im disappointed they didnt outline more concrete actions. Ill be waiting for a further pullbackideally a lower entry pointbefore considering a position. Sub [---] DKK seems intriguing"
X Link 2025-08-06T10:38Z [---] followers, [---] engagements
"$OSCR just reported earnings with no major surprises. Now the real focus shifts to the earnings call for clarity on: [----] targets: How achievable are they [----] profitability: What realistic margins can we expect next year [----] will be challenging but Im confident and management is confident that theyll navigate through it"
X Link 2025-08-06T10:40Z [---] followers, [---] engagements
"@Kross_Roads That's interesting then maybe $PYPL won't go to [--]. It will just become a holding company for the $MELI shares.and of course produce $7bn in FCF but who cares about that"
X Link 2025-08-06T11:53Z [---] followers, [---] engagements
"Just to be clear I only bought a small allocation to start with so I'm happy with the stock going down. Next add probably around 250-270 DKK Picked up some shares at DKK [---]. Let's have a good earnings call Picked up some shares at DKK [---]. Let's have a good earnings call"
X Link 2025-08-06T15:04Z [---] followers, [--] engagements
"Sold my $ZETA positionfor now. I initially bought purely on compelling valuation and top-line growth but I never dug deep into the companys long-term trajectory. With about 40% gains in a month I decided to lock in profits and step to the sidelines for more thorough research. To be clear I still believe $ZETA is executing exceptionally well and this could turn out to be a mistake. But sometimes its wise to secure gains and revisit with fresh analysis. Well see if I get back in down the road"
X Link 2025-08-06T15:27Z [---] followers, [---] engagements
"@DividendDude_X $GOOGL $PYPL and $ASML for solid gains with more limited downside risk"
X Link 2025-08-06T18:40Z [---] followers, [----] engagements
"Because it's insurance it's essentially not their money. The best metric to look at for this type of business is Tangible book value which basically strips out any liabilities and also their intangible assets which include premium floats which actually isn't an asset for them. The Tangible book value per share for $OSCR is currently around [---] meaning the stock trades for 2.5-3x that I'd say around fair value"
X Link 2025-08-07T06:16Z [---] followers, [---] engagements
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