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[@JomaSilva88](/creator/twitter/JomaSilva88)
"Learning points & exemple stocks from #ChrisHohn Focus on High Barriers to Entry🏰 * Irreplaceable Phys. Assets $AENA $FER * Intellectual Prop. $SAF.PA $GE * Network Effects $V * Intangibles $SPGI $MCO * Switching Costs $MSFT"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1923673422766162237) 2025-05-17 09:34:18 UTC XXX followers, 2189 engagements


"An Stellar💫 YTD for the #DAX A quick look at some nice compounders with ROIC XX% 5y avg $AOG.DE XX% $YOC.DE XX% $NA9.DE XX% $MUM.DE XX% $DB XX% $RAA.DE XX% $NEM.DE XX% $BC8.DE XX% My favorite ones in violet 👇🔥"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1897345685802115321) 2025-03-05 17:57:17 UTC XXX followers, 2764 engagements


"Positively surprised with $UMG results Revenue +11.8% EBITDA +23.1% 🚀 $UMG.AS #UNIVERSAL"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1917260520001876425) 2025-04-29 16:51:43 UTC XXX followers, XXX engagements


"Interesting slides on the #Beauty sector Top picks $OR.PA XXXX price to fair value $PUIG XXXX $COTY XXXX $EL XXXX $ITP"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1924139650827841810) 2025-05-18 16:26:56 UTC XXX followers, XXX engagements


"Is Revenue Growth Everything 👀 Revenue growth with margin expansion 🚀 vs. earnings dilution ⚠ X Examples 👇🧵 $P911 vs $RACE $DIM.PA vs $NVO $BFIT.AS vs $CBAV.MC"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1947639125018087501) 2025-07-22 12:45:27 UTC XXX followers, XXX engagements


"Quick dive in $PUIG 👇 Currently trading at a XX% discou vs peers median $OR $COTY $ITP $BEI By the reducing debt and increasing ROIC (low last year due to an acquisition) it could 🚀 I like the improving margins and the insider ownership at 16%👀"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1945865821068071373) 2025-07-17 15:18:58 UTC XXX followers, 1093 engagements


"European Stocks with Attractive P/FV Ratios: * $SAN : XXXX * $EDEN $PLX : XXX * $NOVN : XXXX * $GSK : XXXX * $MC.PA : XXXX * $ASML $AMS : XXXX Data as of June X 2025. Always do your own research #EuropeanStocks #Investing #ValueInvesting #Stocks"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1931647132659818910) 2025-06-08 09:38:59 UTC XXX followers, XXX engagements


"$BFIT.AS vs $CBAV.MC Rev 5Yr XXXX% vs XX% CAGR Dil EPS 5Yr -XX% vs XX% CAGR Total Return 5Yr XXX% vs XX% CAGR"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1947639140633210945) 2025-07-22 12:45:31 UTC XXX followers, XX engagements


"Credit Rating are #CashMachines with average FCF margin XX% $SPGI trading within X avg but not much FCF growth expected in 2025 same for $MSCI $MCO & $MKTX $FICO still trading at XX P/FCF"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1943328445200548336) 2025-07-10 15:16:21 UTC XXX followers, 1034 engagements


"$DIM.PA vs $NVO Rev 5Yr XXXX% vs XX% CAGR Dil EPS 5Yr -XXX% vs XX% CAGR Total Return 5Yr -X% vs +15% CAGR"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1947639137369989152) 2025-07-22 12:45:30 UTC XXX followers, XXX engagements


"$RBT.PA Manufacturer that specializes in natural raw materials for aromes (parfums)"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1945520036849889600) 2025-07-16 16:24:57 UTC XXX followers, XXX engagements


"@DimitryNakhla It was recently listed in Goldman Sachs screen. They favor stocks that check all X boxes: Strong durable revenue growth (202426E) Expanding operating margins Valuations at least X% below 5Y medians (on 2026E EV/EBITDA or P/E)"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1946233601495908776) 2025-07-18 15:40:24 UTC XXX followers, XXX engagements


"$LVMH $MC.PA at almost XX% drawdown. Charlie Munger : "If You Can't Handle A XX% Drop You Deserve A Mediocre Result" 💎 #BernardArnault keeps on buying"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1933587808683503784) 2025-06-13 18:10:32 UTC XXX followers, 1144 engagements


"$OR.PA looks cheap compared to historical avg. Premium vs 5y avg PE : -XX% vs 5y avg Rev : -X% vs 5y avg P/FCF : -XX% $OR.PA looks expensive on PE vs peers +21% but cheap on P/FCF at -XX% 😯👀 Mainly due to $BEI.DE $ULVR.L $EL but still more expensive than $COTY & $puig"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1881700098587103400) 2025-01-21 13:47:18 UTC XXX followers, XXX engagements


"$FDJ.PA is 🔥 today but metrics are still looking encouraging 👀👇 vs competitors $BETS $ENT $PTEC its is undevalued by ✅ +15% PE ✅ +21% EBIT Less data for FCF Forward metrics seem also good with forward PE '26 of XX and Revenue growth in '25 of XX% Source: Bloomberg $FDJ"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1891507450244661644) 2025-02-17 15:18:13 UTC XXX followers, XXX engagements


"Morningstar May Best ideas Wide #moat on discount 🏰 My favourites and their discount 🔥 $ASM.AS XX% $ASML XX% $MC.PA XX% 💁🏻 $RHM.DE XX% 😲 $ADYEN XX% 🫣 $BESI.AS XX% High uncertainty for some ⚠"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1918579966079385709) 2025-05-03 08:14:44 UTC XXX followers, XXX engagements


"$RACE Ferrari delivers only XX XXX car per year PFCF XX expected = 33"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1945520039286780290) 2025-07-16 16:24:58 UTC XXX followers, XX engagements


"@themattharbaugh In summary whatever happens tomorrow we still buy $GOOGL its cheap hahaha. 😅"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1947641308991897801) 2025-07-22 12:54:08 UTC XXX followers, XXX engagements


"Not surprised about the announcement of negotiations between $ENX.pa & $EXAE.AT 👇"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1940303012221915250) 2025-07-02 06:54:21 UTC XXX followers, XXX engagements


"Invert always Invert 💜 #Europe reverse #FCF analysis vs 10y Operating CF/sh $ASLM.AS $RMS.PA $OR.PA look expensive vs past CF growth 😅 $NOVO & $NEM.DE on the sweetspot 😉 $AOF.DE $MC.PA $FDJ.PA $LVMH look cheap 🐂 $EVO is off charts too cheap 🤷♂"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1878026473967063049) 2025-01-11 10:29:38 UTC XXX followers, 3151 engagements


"Market operators are Legal #CashPrintingMachine at a med. FCF% of XX% 🤯 Quick look at a great sector it could suffer in a downturn ⚠but no debt $EXAE : XX% 5Y CAGR EPS but lower FCF% at XX% $GPW : XXXX% 5Y CAGR EPS $ENX : X% FCF yield $BOLSAA $LSEG $CME $MCX $ICE"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1939981249109443022) 2025-07-01 09:35:47 UTC XXX followers, XXX engagements


"I liked $DBOEY results. Deutsche Borse AG reported a XX% increase in net revenue in Q1 2024 with organic growth at 6%. Valuation seems on target 🎯"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1783296750218047706) 2024-04-25 00:47:31 UTC XXX followers, XX engagements


"Good results from $WKL Guidance maintained and revenue growth at 6%. Valuation is not cheap but it's due to its quality and XX% recurring revenues"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1785611710973264062) 2024-05-01 10:06:21 UTC XXX followers, XX engagements


"I wanted to check $EDR.MC compared to peers. 👇 🩵 #FCF yield at XXX% Exp Rev growth above XX% EBITDA growth above XX% 😯 ⚠Net Debt/EBITDA seems high but could with growth Interesting surprise : $TRN.L $AUTO.L Favorite : $BKNG 🥇 Watchlist : $AMS.MC Expensive : $TRST"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1930252454123176142) 2025-06-04 13:17:02 UTC XXX followers, XXX engagements


"i see this kind of covers & i think of great compounders $BKNG - expectations are low at +8% FCF growth but it could do better. wide moat in EU 🔥 $AMS - seems cheap for quality narrow moat $EDR.MC - big year ahead +60% FCF 🤯- no moat yet other bets $ABNB $EXPE"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1943981800457404578) 2025-07-12 10:32:33 UTC XXX followers, XXX engagements


"$P911 vs $RACE Rev 5Yr XXX% vs XX% CAGR Dil EPS 5Yr -XX% vs XX% CAGR Total Return 5Yr -XX% vs +23% CAGR"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1947639133549007173) 2025-07-22 12:45:29 UTC XXX followers, XX engagements


"Semaine charge de 💎 28/04 $SU.PA ⚡ $PUIG 💁🏻 29/04 $DB.DE 💰 $SPOT $SPGI $BKNG 30/04 $EVO $ODD $ADYEN $ASM $KLAC 1/05 $MELI $AMZN 2/05 $TOI .AND MORE"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1916431685568127328) 2025-04-27 09:58:14 UTC XXX followers, XXX engagements


"8 EU niche stocks 🚀🧵 Big fish in a small pond 🐟 $GTT $GAW $VU.PA $NORBT.OL $RBT.PA $RACE $JDG.L"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1945520022757028156) 2025-07-16 16:24:54 UTC XXX followers, XXX engagements


"Had a look at $BFIT.AS because its a compelling history. However I ended up prefering $CBAV.MC. Not same bussines. Look alike in terms of stability & lease model. Debt $CBAV 👍 Growth XX% 👍 Margin expectation ⚠ Both look cheap $BFIT & $CBAV on FCF😯 Interested in $BOWL.L"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1930933575894917482) 2025-06-06 10:23:34 UTC XXX followers, XXX engagements