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[@Stock_Opine](/creator/twitter/Stock_Opine)
"Still wondering which company has the strongest moat in live casino Thats @Evo_global . $EVO.ST $EVVTY Check out this quote from the CEO of Light & Wonder ( $LNW) who just announced the divestment of their live casino business"  
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"🚨 PayPal $PYPL just announced PayPal World a global platform connecting the worlds largest digital wallets and payment systems. Launch partners: UPI (NPCI International)  Mercado Pago $MELI Tenpay Global (Weixin/WeChat Pay) $TCEHY Venmo & PayPal What it does: Lets users pay or send money globally using their domestic wallet Scan a Weixin QR in China with PayPal Buy from a U.S. store with UPI Venmo PayPal transfers globally For businesses: Tap into 2B+ users without new integrations Accept more wallets across borders in-store online & with AI agents Reach younger mobile-first users via Venmo"  
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"$ADSK weighs on a takeover bid for $PTC. Not sure if we like this. Consolidation is good but what would be the price"  
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"Per @business $ADSK no longer pursues the acquisition of $PTC - thankfully as there was a huge risk of overpayment. Instead the company published this today: "We are confident in our plans to drive long-term shareholder value and remain focused on executing our established strategic priorities in cloud platform and AI; optimizing our sales and marketing to drive higher margins; and allocating capital to organic investment targeted and tuck-in acquisitions and continuing our share repurchase program as our free cash flow grows.""  
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"6/9 The dental implant market is set to grow at a healthy high-single-digit rate. Straumann's own ambition is even higher targeting sustained organic growth of at least XX% annually through 2030. They're already tracking ahead of their goals"  
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"2/9 First market dominance. Straumann isn't just a leader; it's THE leader. In its core dental implant market it commands a XX% global market share consistently taking share year after year"  
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"Taking a closer look at S&P XXX leaders in capital efficiency. If you had to invest in ONE of these high-return-on-capital companies for the next XX years which would you choose and why X. $NVDA X. $FTNT X. $MCK X. $OTIS X. $AAPL X. $DPZ X. $MA X. $AMP X. $BKNG XX. $YUM"  
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"3/9 This leadership is built on a durable foundation. The entire dental implant industry is supported by powerful tailwinds like an aging global population and improving affordability in emerging markets. This provides a long runway for growth"  
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"Top X stocks in order of 10Y total return: - $NVDA - Nvidia Corporation 28742% - $CHEMM - ChemoMetec A/S 11874% - $GAW - Games Workshop Group 3074% - $MYCR - Mycronic AB 2687% - $ASM - ASM International NV 2490% Derived from the following @KoyfinCharts screen: - EBITDA margin XX% - Market cap $200M - LT Debt / Equity XXX% - ROE & ROIC XX% & XX% respectively - Revenue 3Y CAGR 8%"  
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"$GOOG reports a strong numbers yet shares are down. Key Highlights: ✅ Revenue: $96.4B (+14%) beating estimates. 📈 Services: +12% growth accelerating. 🔎 Search: +11.7% growth accelerating. ☁ Cloud: +32% growth accelerating to a $50B run-rate. 📊 EBIT Margin: Stable at XXXX% YoY. 📉Capex Guidance: Raised to $85B from $75B"  
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"A XX% Free Cash Flow yield on a market leader like Evolution AB $EVO is too high to ignore"  
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"One of the best quotes in investing & We are guilty of doing this when we trimmed $META. Have you done the same mistake Share your experience below"  
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"$EVO.ST Evolution announced a multi-year agreement with Hasbro to be their exclusive licensing partner for online live casino and slot games for MONOPOLY and other Hasbro Games titles. @toddhaushalter The combining of Hasbro and Evolution just feels right we will make magic together The bidding process was extremely competitive but showing our commitment to innovation and excellence with MONOPOLY Live and MONOPOLY Big Baller really helped The team and I are incredibly excited to bring the Hasbro Games brands to all our various brands. I think MONOPOLY is the worlds best casino game brand and"  
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"14/ Carrier Global: Is This HVAC Leader Still a Buy $CARR A closer look at Carriers transformation growth potential and current valuation"  
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"A simple screener for identifying stock ideas💡 Down XX% from 52-week high ROIC XX% 3-Year EPS Growth Est. XX% EBIT Margin XX% Top X by market cap that make the list: 1) $MRK 2) $ADBE 3) $APP 4) $FICO 5) $FSLR"  
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"$GOOG revenue growth is re-accelerating. After bottoming out at XXXX% in late 2024 YoY revenue growth has now picked up for two consecutive quarters hitting 13.8%"  
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"Just dropped our latest valuation update on Booking Holdings $BKNG for StockOpine subscribers 🚀"  
![@Stock_Opine Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1479191145213222916.png) [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1940883205684711915) 2025-07-03 21:19:50 UTC 7928 followers, XXX engagements


"1/ Straumann: Is Now the Time to Buy This Best-in-Class Business $STMN We analyzed its business model competitive moat and valuation to determine if now is the right time to consider this dental implant leader"  
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"1/9 Straumann $STMN is a machine. While peers struggle it continues to dominate the dental industry. But what makes it so special and is it worth the premium price tag We went deep. Here's what we found 🧵"  
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""Insiders might sell their shares for any number of reasons but they buy them for only one: they think the price is going to rise." $EVO.ST CEO bought 100k shares in the open market at about SEK 67m"  
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"8/9 When you compare the numbers its not even close. Straumann consistently outperforms its peers (Envista Dentsply Sirona) in: ✅ Revenue Growth ✅ Profitability ✅ Returns on Capital The operational excellence is undeniable"  
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"@olvehe @joinyellowbrick @DeepSailCapital @LongYield @rationalformula @P14Capital @The10xRadar Seriously We have a number of articles about the company but heres the deep dive we wrote back in Dec 2022. It is a good starting point"  
![@Stock_Opine Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1479191145213222916.png) [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1947761029200691262) 2025-07-22 20:49:51 UTC 7928 followers, XX engagements


"Micron $MU and Taiwan Semi $TSM appear to be trading at more conventional valuations compared to peers considering their 3Y growth forecasts"  
![@Stock_Opine Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1479191145213222916.png) [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1947680126763995326) 2025-07-22 15:28:23 UTC 7929 followers, 2510 engagements


"Evolution $EVO.ST $EVVTY Q2 2025 Financial Snapshot: - Revenue: 524.3M (up XXX% but +8.8% in constant currency). - EBITDA: 345.3M (maintaining a strong XXXX% margin). Regional Performance: The modest growth reflects a story of two regions. - Asia showed a strong recovery growing +3.6% YoY and +4.2% QoQ. - This was offset by Europe (-5.8% YoY) the laggard due to proactive regulatory "ring-fencing" measures. Strategic Highlights: - Major Global Expansion: New state-of-the-art studios are now live in So Paulo Brazil and the Philippines (the company's first in Asia). - Key Partnerships: Expanded"  
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"$EVO.ST $EVVTY Regulated revenue in 2024 was 819.6m. Assuming 2025 revenue grows XX% consistent with Q125 we arrive at 975.3m. Now lets apply a more conservative EBITDA margin than the current group margin. If we assume a XX% margin an arbitrary but arguably cautious estimate that gives us EBITDA of 585.2m. With a market cap of SEK 137.85b (or 12.5b at todays exchange rate) the implied EV/EBITDA NTM multiple for just the regulated business would be approximately 21.4x. Thats based solely on the regulated segment (assuming the unregulated goes away overnight) which is expected to at least grow"  
![@Stock_Opine Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1479191145213222916.png) [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1918009680044998856) 2025-05-01 18:28:37 UTC 7931 followers, 5981 engagements


"@GilesCapital @sixsigmaCaptal @mm_newsletter @dede_eyesan @finphysnerd @hiroki1379 @AltayCapital @mkt_sentiment @rex_woodbury @MikeFritzell @valuedontlie @CayucosCapital @rebound_capital Thank you for featuring our $EVO.ST article"  
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"@deedydas @grok what do you think of this team Is it real"  
![@Stock_Opine Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1479191145213222916.png) [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1947046301729968170) 2025-07-20 21:29:47 UTC 7936 followers, XXX engagements


"7/9 But the biggest opportunity might be outside of implants. The clear aligner market is a $5.5B space dominated by Align Tech. Straumann has only X% share but is growing at double-digit rates leveraging its massive global dental network to challenge the leader"  
![@Stock_Opine Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1479191145213222916.png) [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1940497376415830524) 2025-07-02 19:46:41 UTC 7928 followers, XX engagements


"Back in February 2024 we highlighted the following regarding the France Workwear segment of Rentokil Initial ( $RTO / $RTO.L). The segment generated 237M in revenue during 2024 accounting for XXX% of total sales with an operating profit of 42M implying a XXXX% operating margin. The business is now being sold for an enterprise value (EV) of 410M or approximately 344M translating to an EV/EBIT exit multiple of 8.2x. While this is well below Rentokils current EV/EBIT multiple of 18x the divestment provides relief on capex and allows management to sharpen its focus on core segments. In 2024"  
![@Stock_Opine Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1479191145213222916.png) [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1927619694103589330) 2025-05-28 06:55:23 UTC 7933 followers, XXX engagements


"Just went through Booking Holdings $BKNG BofA Global Tech Conference call. Their execution has been impressive. Here are some highlights from the call: 🧵 1/ Financial Targets The company is aiming for X% revenue/bookings growth and XX% EPS growth in the coming years. They expect to achieve low teens EBITDA growth through leverage on marketing and other expenses with buybacks helping to reach the XX% EPS growth target"  
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"$EVO.ST keeps buying back shares at these price levels. Thank you to all sellers out there"  
![@Stock_Opine Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1479191145213222916.png) [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1931993558128439583) 2025-06-09 08:35:33 UTC 7931 followers, XXX engagements


"Our April 2025 valuation update is out This month were not just updating valuations but we're evolving the format as we cover earnings from $META $BKNG $PYPL $EVO.ST and more. Volatility continues but thats where long-term opportunities emerge"  
![@Stock_Opine Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1479191145213222916.png) [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1919783787157655552) 2025-05-06 15:58:17 UTC 7925 followers, XXX engagements


"@IFB_podcast Same here so we cant have an opinion for the best player out there. Yet going with an ETF like $IHAK is always an option"  
![@Stock_Opine Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1479191145213222916.png) [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1785563262140010689) 2024-05-01 06:53:50 UTC 7932 followers, XXX engagements


"$GOOG earnings review just dropped ✅Search Accelerates ✅Gemini Gains Momentum ✅Clouds Stellar Quarter ✅AI Adoption Across The Ecosystem"  
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"13/ UK Economy Pressures: Can Greggs Rise Above $GRG.L Analyzing Greggs' performance and resilience amid economic challenges"  
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"We go deep on high-quality companies so you can spend less time analyzing and more time investing. Heres what we covered over the last month: 🧵👇"  
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"4/9 Straumann's genius is its multi-brand strategy. Straumann: The premium high-margin brand. Neodent & Anthogyr: "Challenger" brands that attack the value segment. This allows them to gain share at all price points especially in fast-growing emerging markets"  
![@Stock_Opine Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1479191145213222916.png) [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1940497368643694614) 2025-07-02 19:46:40 UTC 7928 followers, XX engagements


"🚨 New Report Published 🚨 Is Straumann the right buy today $STMN We dive into the growth drivers Chinas VBP impact and Straumanns future prospects. Read our full analysis here 👇"  
![@Stock_Opine Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1479191145213222916.png) [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1939799745729347601) 2025-06-30 21:34:33 UTC 7923 followers, 1376 engagements


"🚨 Deep Dive on Straumann 🦷 $STMN The global leader in dental implants & the challenger in clear aligners. Is this best-in-class business a buy in 2025 Heres why this compounder deserves your attention👇 Straumann is the undisputed leader in implant dentistry a space benefiting from powerful structural tailwinds: - Aging global population - Rising middle class in Asia & Latin America - Low implant penetration = long growth runway - The business has outpaced peers in growth margins and returns for over a decade. From Swiss watchmaking to world-class implants 🕰 Founded in the 1950s Straumann"  
![@Stock_Opine Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1479191145213222916.png) [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1939924605256270145) 2025-07-01 05:50:42 UTC 7928 followers, 1925 engagements


"5/9 The secret weapon for the future Its digital ecosystem. The Straumann AXS platform connects scanners software and services. The goal: create a sticky ecosystem that makes it incredibly difficult for dentists to switch locking in future revenue"  
![@Stock_Opine Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1479191145213222916.png) [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1940497371374538928) 2025-07-02 19:46:40 UTC 7928 followers, XX engagements