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[@Benif_ch](/creator/twitter/Benif_ch)
"Fundsmith selling $BF after losing probably XX% and buying $EL.PA trading easily above 30x with the remaining funds. Yes Essilor is a very good business but everyone knows it & it's very expensive. Selling an American business for a French/Italian one could be in for a surprise"  
[X Link](https://x.com/Benif_ch/status/1940107677184479254) [@Benif_ch](/creator/x/Benif_ch) 2025-07-01T17:58Z XXX followers, 4868 engagements


"Contact lenses and glasses hold great individual value (consider makeup like $OR.PA or fashion like $LVMH). Better vision means better performance which translates into higher income and greater success"  
[X Link](https://x.com/Benif_ch/status/1940110666205208796) [@Benif_ch](/creator/x/Benif_ch) 2025-07-01T18:10Z XXX followers, XXX engagements


"Cuba libre rtd by $KO and family-owned Bacardi. $RI.PA $DEO"  
[X Link](https://x.com/Benif_ch/status/1836062606068432947) [@Benif_ch](/creator/x/Benif_ch) 2024-09-17T15:20Z XXX followers, XXX engagements


"Have to say these alcohol free beers get better and better. Especially the premium XX% standard lager. $BUD $DEO"  
[X Link](https://x.com/Benif_ch/status/1951009578411286832) [@Benif_ch](/creator/x/Benif_ch) 2025-07-31T19:58Z XXX followers, 1099 engagements


"GLP-1 Gen Z Cannabis. Maybe. But it does not show up in the numbers. Instead the strategy of "drinking less but better" seems to be working. $DEO $RCO.PA $BF $CPR.MI"  
[X Link](https://x.com/Benif_ch/status/1952645782399553771) [@Benif_ch](/creator/x/Benif_ch) 2025-08-05T08:20Z XXX followers, 1088 engagements


"Alcoholic beverage stocks have had one transitory year after another. 2026 is another one. $RI.PA $DEO $BF"  
[X Link](https://x.com/Benif_ch/status/1960950732858753195) [@Benif_ch](/creator/x/Benif_ch) 2025-08-28T06:21Z XXX followers, 1596 engagements

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

@Benif_ch "Fundsmith selling $BF after losing probably XX% and buying $EL.PA trading easily above 30x with the remaining funds. Yes Essilor is a very good business but everyone knows it & it's very expensive. Selling an American business for a French/Italian one could be in for a surprise"
X Link @Benif_ch 2025-07-01T17:58Z XXX followers, 4868 engagements

"Contact lenses and glasses hold great individual value (consider makeup like $OR.PA or fashion like $LVMH). Better vision means better performance which translates into higher income and greater success"
X Link @Benif_ch 2025-07-01T18:10Z XXX followers, XXX engagements

"Cuba libre rtd by $KO and family-owned Bacardi. $RI.PA $DEO"
X Link @Benif_ch 2024-09-17T15:20Z XXX followers, XXX engagements

"Have to say these alcohol free beers get better and better. Especially the premium XX% standard lager. $BUD $DEO"
X Link @Benif_ch 2025-07-31T19:58Z XXX followers, 1099 engagements

"GLP-1 Gen Z Cannabis. Maybe. But it does not show up in the numbers. Instead the strategy of "drinking less but better" seems to be working. $DEO $RCO.PA $BF $CPR.MI"
X Link @Benif_ch 2025-08-05T08:20Z XXX followers, 1088 engagements

"Alcoholic beverage stocks have had one transitory year after another. 2026 is another one. $RI.PA $DEO $BF"
X Link @Benif_ch 2025-08-28T06:21Z XXX followers, 1596 engagements

creator/twitter::1427889491960860672/posts
/creator/twitter::1427889491960860672/posts