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[@JomaSilva88](/creator/twitter/JomaSilva88)
"Challenge your #MOAT checklist using #Gemini Pretty happy of the result below for $MC.PA $LVMH open to recommendations 🫡 grab the prompt below 👇"  
[X Link](https://x.com/JomaSilva88/status/1949394030984392841) [@JomaSilva88](/creator/x/JomaSilva88) 2025-07-27T08:58Z XXX followers, XXX engagements


"$RACE has mantained the same volume of shipments for the last X years while increasing Revenue 14%CAGR & FCF at XX% CAGR 🤯 Ferrari ships 13750 cars/y while there are around XXX Million individuals with wealth 10M$. I dont see reason to panic 🤷♂"  
[X Link](https://x.com/JomaSilva88/status/1976664081068441674) [@JomaSilva88](/creator/x/JomaSilva88) 2025-10-10T15:00Z XXX followers, 1295 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"  
[X Link](https://x.com/JomaSilva88/status/1947639137369989152) [@JomaSilva88](/creator/x/JomaSilva88) 2025-07-22T12:45Z XXX followers, XXX engagements


"@herrbacalhau @MaestroInvest my swedish is not "Bra" 🤣 Valuation is not everything (it's important but not all). Look at $COST $FAST $OR.PA Copco. many cases of low growth pricey valuations stable ROIC & great compounding year after year. It ok to disagree ahaha short term⚠ long term 🚀"  
[X Link](https://x.com/JomaSilva88/status/1976570209373938053) [@JomaSilva88](/creator/x/JomaSilva88) 2025-10-10T08:47Z XXX followers, XXX engagements


"$UMG: A Blockbuster Stock 🎵 🐂 case Compared to peers like $SONY $WMG has better ROIC XX% of Market share. Star Power Acceptable valuation for a WIDE moat 🐻case Margin Pressure M&A risk Execution risk AI #Stocks #StockAnalysis"  
[X Link](https://x.com/JomaSilva88/status/1967997396463521976) [@JomaSilva88](/creator/x/JomaSilva88) 2025-09-16T17:01Z XXX followers, XXX engagements


"@Tintincapital Been looking at some french politics big losers for a bargain. If you compare $ADP to $AENA or $DG.pa it is still at a premium. How would you justify that"  
[X Link](https://x.com/JomaSilva88/status/1975512868159205860) [@JomaSilva88](/creator/x/JomaSilva88) 2025-10-07T10:45Z XXX followers, XXX engagements


"@DutchInvestors Its just an easy target in hard context Valuation is not everything (it's important but not all). Look at $COST $FAST $OR.PA. many cases of low growth pricey valuations stable ROIC & great compounding year after year. It ok to disagree ahaha short term⚠ long term 🚀"  
[X Link](https://x.com/JomaSilva88/status/1976569699392684334) [@JomaSilva88](/creator/x/JomaSilva88) 2025-10-10T08:45Z XXX followers, XXX engagements


"$NOVO remains the cheapest WIDE MOAT among peers according to MS: $NVO price/fair value = XXXX $LLY XXXX $AZN XXXX $SAN.PA XXXX (NARROW) They consider the akero acquisition as accretive (good combination with GLP-1)"  
[X Link](https://x.com/JomaSilva88/status/1977348903549673604) [@JomaSilva88](/creator/x/JomaSilva88) 2025-10-12T12:21Z XXX followers, 1616 engagements


"Thinking about $Lifco 🤔 🐂 Bull Case: Strong growth via a disciplined sector-agnostic acquisition strategy Consistently acquires companies at attractive multiples (6-8x EBITA) underpinning a XX% EBITA CAGR from 2014-24📈 Unique perpetual X% profit-share for subsidiary CEOs"  
[X Link](https://x.com/JomaSilva88/status/1973042864470065345) [@JomaSilva88](/creator/x/JomaSilva88) 2025-09-30T15:10Z XXX followers, XXX engagements


"Looks like $RACE is correcting pretty hard on the back of these slides. Might be a good opportunity to buy"  
[X Link](https://x.com/JomaSilva88/status/1976266128616825315) [@JomaSilva88](/creator/x/JomaSilva88) 2025-10-09T12:38Z XXX followers, 3278 engagements


"@TacticzH Great list: $CSU $NOVO $EVO. Just to add an exotic niche monopoly: A big fish in a small pond $GTT.PA"  
[X Link](https://x.com/JomaSilva88/status/1977986785411309581) [@JomaSilva88](/creator/x/JomaSilva88) 2025-10-14T06:36Z XXX followers, 1092 engagements


"@adrivalue Nice. Do you prefer $CSU or $TOI and why"  
[X Link](https://x.com/JomaSilva88/status/1978521248352051514) [@JomaSilva88](/creator/x/JomaSilva88) 2025-10-15T17:59Z XXX followers, XXX engagements


"I decided to buy. 🥁 $CSU Philosophy: Become the perpetual owner of highly decentralized VMS firms BUs focused on exceptional ROIC Investment Case: proven M&A engine continuously deploying capital in VMS targets. This strategy fuels growth P/FV XXXX 💎 #VMS #CSU $TOI.V"  
[X Link](https://x.com/JomaSilva88/status/1978885351876792689) [@JomaSilva88](/creator/x/JomaSilva88) 2025-10-16T18:06Z XXX followers, XXX engagements