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[@MichaelZero10](/creator/twitter/MichaelZero10)
"$LVMH Stock is already Up XX% from its lowest level reached on June 26th (43655). We still think the Stock is undervalued.👇"  
[X Link](https://x.com/MichaelZero10/status/1961195493486465109) [@MichaelZero10](/creator/x/MichaelZero10) 2025-08-28T22:33Z 5217 followers, 2539 engagements


"🚨 Here are X Stocks to Add on your Watchlist🧐 🧵👇 X. $FI Fiserv Inc. ($75bn Mkt Cap) - FY25 EBITDA Growth = XXXX% - FY25 EBITDA Margin = XXXXX% - FY25 EV/ EBITDA = 10.22x"  
[X Link](https://x.com/MichaelZero10/status/1962607079224746373) [@MichaelZero10](/creator/x/MichaelZero10) 2025-09-01T20:02Z 5217 followers, 11.4K engagements


"$TTD (-12%): Trade Desk🔴 $TTD is Down XX% YTD including Today's XX% losses. Is the Stock attractive at current level🧐👇 X $TTD falls after $AMZN- $NFLX Ad Partnership - $TTD Stock declined XX% following news that $AMZN Ads and $NFLX have formed a partnership that will allow advertisers using $AMZN's demand-side platform (DSP) to access $NFLX's premium ad inventory. - Indeed the partnership will enable brands to purchase $NFLX Ad space programmatically through $AMZN DSP starting in Q4 2025. The service will be available across XX countries including the U.S UK Germany and Japan. - Investors"  
[X Link](https://x.com/MichaelZero10/status/1965895272506196370) [@MichaelZero10](/creator/x/MichaelZero10) 2025-09-10T21:48Z 5215 followers, 1568 engagements


"5. $CRM Salesforce Inc. ($227bn Mkt Cap) - FY26 EBITDA Growth = XX% - FY26 EBITDA Margin = XXXXX% - FY26 EV/ EBITDA = 13.89x"  
[X Link](https://x.com/MichaelZero10/status/1968091309412847739) [@MichaelZero10](/creator/x/MichaelZero10) 2025-09-16T23:15Z 5215 followers, XXX engagements


"Portfolio Update 10/04👇🏻👀 $HIMS XXXX% ($15.66)💊// Up 213%🟢 $NBIS XXXX% ($27.41)🧑💻// Up 316%🟢 $SHOP XXX% ($57.98)📦// Up 178%🟢 $LVMH XXX% (516.95)👜// Up 7%🟢 $CELH XXX% ($21.98)🧃// Up 135%🟢 $NFLX XXX% ($172.50)📺// Up 492%🟢 $AMD XXX% ($112.6) 💻// Up 28%🟢 $UNH XXX% ($286.32)💟// Up 20%🟢 $ASML XXX% (667.67)🧑💻// Up 32%🟢 $CRWD XXX% ($221.27)🔏// Up 106%🟢 $ELF XXX% ($72.68)💄// Up 65%🟢 $TMDX XXX% ($56.97)💟// Up 77%🟢 $PALO XXX% ($145.09)🔏// Up 31%🟢 $TTD XXX% ($45.73)💻// Up 5%🟢 $DLO XXX% ($10.03)💳// Up 24%🟢 $ADBE XXX% ($343.49)🧑💻// Up 1%🟢 $ENPH XXX% ($34.08) 🌞// Up"  
[X Link](https://x.com/MichaelZero10/status/1974513898444251541) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-04T16:36Z 5212 followers, 27.4K engagements


"$RACE (1M performance: -17.21%) Should we Buy Ferrari at current level 🧐👇 Introduction: Ferrari is the world's most recognizable luxury performance sport cars. It is one of the most valuable and powerful brands underpinned by a rich history. The business was founded on September 1939 by Enzo Ferrari an Italian racing driver. Its exclusivity sporting performance technological innovation Italian style design and engineering excellence make it an exceptional business. Ferrari is the longest running and most successful team in the Formula X history🏁 with XX Constructors' Championships and 15"  
[X Link](https://x.com/MichaelZero10/status/1977403009257640168) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-12T15:56Z 5216 followers, 1905 engagements


"These X Stocks Dropped Significantly Following Q2 Results Please find below a dive into their performances and if we believe these companies are attractive at current level. 👇🧵 X. $TTD : Trade Desk $TTD is Down XX% YTD including the XX% losses from last week after their Q2 Earnings Report. Q2 Results🔴 Revenue came in at $694m up XX% from a year ago and a bit above Market estimates of $685m. Indeed customer retention stayed strong at XX% and adoption of its AI-powered Kokai platform continued to grow with 2/3 of customers now using it offering better efficiency and lower costs per"  
[X Link](https://x.com/MichaelZero10/status/1955366678973534209) [@MichaelZero10](/creator/x/MichaelZero10) 2025-08-12T20:31Z 5214 followers, 34.5K engagements


"2. $FICO : Fair Isaac Corporation $FICO is Down XX% YTD including the XX% losses from last two weeks after their Q3 Earnings Report. Q3 Results 🔴 $FICO posted $536.4m of Revenue in Q3 surpassing the Market Consensus at $518.8m (which represents XXXX% growth Y-o-Y). Adj. Earnings Per Share for one-time gains and costs came in at $XXXX crushing Market expectations at $XXXX. The Business has benefited from strong pricing power given its dominant position in mortgage scores. $FICO raised its guidance for 2025 reflecting robust demand for its products. The Business expects FY2025 Revenue to be"  
[X Link](https://x.com/MichaelZero10/status/1955366684019265813) [@MichaelZero10](/creator/x/MichaelZero10) 2025-08-12T20:32Z 5214 followers, 2795 engagements


"$DLO: DLocal Limited Today $DLO reports Q2 results. Please find below Market Expectations : 👇🏻 - Revenue: $230m up XX% Y-o-Y; - EBITDA: $56m XXXX% Margin; - Diluted EPS: $XXXX ; What are the Key Performance Indicators to monitor X. Continuation of revenue growth. Indeed $DLO has been able to grow by XXXX% in Q1 2025. Ideally it would be great to see that momentum continuing in Q2 2025.✅ X. EBITDA Margin improvement. $DLO generated XXXX% EBITDA Margin in Q1 2025. In 2024 Margins were impacted by merchant renegotiating fees. It would interesting to see if Margins continue to improve.✅ 3."  
[X Link](https://x.com/MichaelZero10/status/1955715142391386460) [@MichaelZero10](/creator/x/MichaelZero10) 2025-08-13T19:36Z 5215 followers, 2946 engagements


"$ENPH: Enphase Energy (Mkt Cap: $5bn) Why we believe $ENPH is one of the most undervalued Stocks in the entire Equity Market 🧵👇 X. $ENPH is highly Sensitive to Interest Rates %✅ $ENPH sells solar microinverters and energy storage systems often to homeowners and small businesses. These customers usually finance solar and battery systems through debt or leases. However higher interest rates mean higher monthly payments for solar systems which affect the demand from customers. Consequently $ENPH is highly impacted as customers deter new installations. To support this point we have collected"  
[X Link](https://x.com/MichaelZero10/status/1966866990313705521) [@MichaelZero10](/creator/x/MichaelZero10) 2025-09-13T14:10Z 5215 followers, 1964 engagements


"3. $TTD Trade Desk Inc ($22bn Mkt Cap) - FY25 EBITDA Growth = XXX% - FY25 EBITDA Margin = XXXXX% - FY25 EV/ EBITDA = 18.36x"  
[X Link](https://x.com/MichaelZero10/status/1968091301225902417) [@MichaelZero10](/creator/x/MichaelZero10) 2025-09-16T23:15Z 5217 followers, XXX engagements


"Here are X Stocks that will Benefit immensely from the new Fed rate cut cycle🧐 🧵👇"  
[X Link](https://x.com/MichaelZero10/status/1969427969107247320) [@MichaelZero10](/creator/x/MichaelZero10) 2025-09-20T15:46Z 5215 followers, 3261 engagements


"4. $CADLR Cadeler A/S ($1.8bn Mkt Cap) $CADLR is investing heavily in constructing new vessels. These large capital items are extremely expensive. Indeed Property Plant & Equipment items on its balance sheet rose substantially to $1.9bn in December 2024. $CADLR is currently in a growth phase (newbuild vessels etc.). Therefore lower interest rate means that financing the construction of new ships would be less costly. This should improve the return on investment for those capital outlays. Current net debt represents XXXX% of the Total Enterprise Value ($3.2bn) and 3.0x FY25 EBITDA ($457m)"  
[X Link](https://x.com/MichaelZero10/status/1969427984311599304) [@MichaelZero10](/creator/x/MichaelZero10) 2025-09-20T15:46Z 5215 followers, XXX engagements


"5. $UPS United Parcel Service ($71.2bn Mkt Cap) $UPS operates a large logistics network which includes airlines delivery trucks and technology infrastructures etc. This network requires significant upfront capital expenditures often funded by debt rather than equity to maintain ownership and control. Lower interest rates would stimulate the economy and encourage consumers to spend more money specifically online. Increased online shopping would lead to more parcel shipping. This higher volume would stimulate $UPS revenue. Current net debt represents XXXX% of the Total Enterprise Value"  
[X Link](https://x.com/MichaelZero10/status/1969427988937572710) [@MichaelZero10](/creator/x/MichaelZero10) 2025-09-20T15:46Z 5215 followers, 1557 engagements


"$ENPH (10.2x) $ADBE (12.8x) and specifically $SEZL (16.7x) valuation looks attractive at first glance as these businesses are expected to grow respectively by XXXX% XXXXX% and XXXX% in 2025. $SEZL deserves more research in my view. Which others stocks could be added to this list 🤔"  
[X Link](https://x.com/MichaelZero10/status/1972794272270196812) [@MichaelZero10](/creator/x/MichaelZero10) 2025-09-29T22:43Z 5215 followers, XXX engagements


"Why we own $DLO over $FOUR 🧐👇 Introduction: - $DLO operates a payment processing platform worldwide. It offers a robust pay-in solution that allows businesses to get paid for their products and services through various payment methods including international and local cards online bank transfers direct debit cash and hundreds of alternative payment methods. It also provides a pay-out solution used by merchants to scale their pay-out operations. - $FOUR engages in the provision of software and payment processing solutions in the U.S. It offers payments platform which provides omni channel"  
[X Link](https://x.com/MichaelZero10/status/1976428326383198370) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-09T23:23Z 5213 followers, 16.5K engagements


"1. The Founders of $DLO are fully-committed to the Business which is not the case for $FOUR - Sergio Fogel and Andrs Bzurovski are the cofounders of $DLO and they have both an equity stake of XX% in the business (34% for both). Please find below the ownership summary. - Majority of their wealth is driven by $DLO. Therefore Sergio and Andrs are fully-committed to the business. Their time is exclusively allocated to $DLO to make it a stronger business over the long-term. - On the opposite Jared Isaacman (Founder of $FOUR) recently stepped down as CEO and transitioned into the role of Executive"  
[X Link](https://x.com/MichaelZero10/status/1976428330258702364) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-09T23:23Z 5214 followers, 2621 engagements


"3. $DLO has more chance to benefit from Margin % improvement than $FOUR - Investors are currently expecting XX% Gross Margin for $DLO in 2027 vs XX% for $FOUR. - $DLO has been able to generate XX% Gross Margin % in 2019 and the business could make similar margin over the long-term. - Besides there is limited room for error for $FOUR as XX% is already high considering historical performance. - Consequently we believe $DLO has more chance to benefit from Margin % improvement than $FOUR"  
[X Link](https://x.com/MichaelZero10/status/1976428337791693191) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-09T23:23Z 5215 followers, XXX engagements


"4. $FOUR is diluting its shareholders while fully diluted shares at $DLO have decreased - $FOUR's fully diluted shares have jumped significantly from 67.3m in Q2 2024 to 91.0m in Q3 2024 (+35.2%) which is significant (see below). - $DLO's fully diluted shares have decreased over the last few quarters. - We believe $DLO treats better its shareholders as it increases their equity stake while $FOUR erodes their equity stake"  
[X Link](https://x.com/MichaelZero10/status/1976428341440729450) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-09T23:23Z 5214 followers, 1288 engagements


"5. Current Valuation - $DLO is trading at 13.41x EV/2025 EBITDA for XXXXX% growth over the same period. - $FOUR is trading at 7.79x EV/2025 EBITDA for XXXXX% growth. - Investors are currently valuing $DLO with XX% premium over $FOUR. - Historical data points highlight that this premium is not unusual (+100% applied by investors for many years). See below the chart. - We believe this premium is justified as $DLO is expected to grow faster than $FOUR over the next few years"  
[X Link](https://x.com/MichaelZero10/status/1976428346046021813) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-09T23:23Z 5215 followers, 1285 engagements


"6. Conclusion - $FOUR looks cheap at first glance if we compare current valuation to historical data points. - However we think $DLO provides more value than $FOUR at current level for long-term investors. - The Founders of $DLO are fully-committed to the Business which is not the case for $FOUR. - Besides Pedro Arnt has an unmatched Track Record of growing businesses. - Furthermore $DLO has more chance to benefit from Margin % improvement over the next few years. - Finally $DLO treats much better its shareholders. Disclaimer: we own $DLO stock"  
[X Link](https://x.com/MichaelZero10/status/1976428349988770178) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-09T23:23Z 5215 followers, 1296 engagements


"@nataninvesting I would at least sell $WIZZ as airlines on average don't generate any significant long-term value creation for shareholders. Airlines have tough economics (high variable costs etc.). You could allocate this money into a real compounding business. Why not ferrari 😉"  
[X Link](https://x.com/MichaelZero10/status/1976626729067417996) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-10T12:31Z 5215 followers, 1247 engagements


"1. I think businesses know better than us who are their competitors. $DLO in its latest earnings presentation has included $ADYEN $PYPL $FI and $FOUR as competitors. See below the footnote highlighted in red. Therefore comparing these two businesses make absolute sense. X. Yes that is correct (the Data Points from S&P Capital IQ were not up to date) but it does change the fact that he will get distracted at the NASA. Distraction is not great to generate long-term returns"  
[X Link](https://x.com/MichaelZero10/status/1976690300384112681) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-10T16:44Z 5217 followers, XXX engagements


"$DLO 🧐 Great article from Forbes covering $DLO's valuation. The article provides a great overview of the business and gives interesting details on the previous capital raises. You should definitely have a look at this article.👇 2020 & 2021 : Interesting Details X $DLO was valued at $5bn (Private Market) In Sept 2020 General Atlantic (Private Equity firm) invested $200m and seven months later $DLO closed a $150m funding round with investors including Alkeon Capital Tiger Global and D1 Capital Partners that valued the firm at $5bn. X $DLO was valued at $6bn (IPO) When $DLO finally went public"  
[X Link](https://x.com/MichaelZero10/status/1977879445676376148) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-13T23:29Z 5215 followers, 4855 engagements


"$MC (+12%) 🟢 LVMH is Up XX% since post below.👇 As explained before $LVMH should be able to grow faster than c.5% after 2027/28 as the global luxury sector is in a transition phase following the strong post-pandemic recovery. Investors were too focused on the short-term. $MC at 10.52x was trading like a boring industrial business few months ago. This was not making sense. Congratulations to the shareholders. 🍾🍾🍾 Disclaimer: we own $MC/LVMH"  
[X Link](https://x.com/MichaelZero10/status/1978558305917096437) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-15T20:27Z 5217 followers, 1541 engagements


"🚨 Here are X Stocks to Add on your Watchlist🧐 🧵👇 X. $HROW Harrow Inc. ($1.4bn Mkt Cap) - FY25 EBITDA Growth = XXX% - FY25 EBITDA Margin = XXXX% - FY25 EV/ EBITDA = 22.3x"  
[X Link](https://x.com/MichaelZero10/status/1978954620048482702) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-16T22:42Z 5216 followers, 6329 engagements


"2. $ROOT Root Inc. ($1.2bn Mkt Cap) - FY25 EBITDA Growth = XXXX% - FY25 EBITDA Margin = XXXX% - FY25 EV/ EBITDA = 8.27x"  
[X Link](https://x.com/MichaelZero10/status/1978954623680471321) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-16T22:42Z 5214 followers, XXX engagements


"3. $SEZL Sezzle Inc. ($2.5bn Mkt Cap) - FY25 EBITDA Growth = XXXX% - FY25 EBITDA Margin = XXXX% - FY25 EV/ EBITDA = 15.49x"  
[X Link](https://x.com/MichaelZero10/status/1978954626725478783) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-16T22:42Z 5216 followers, 1071 engagements


"4. $MELI MercadoLibre Inc. ($103bn Mkt Cap) - FY25 EBITDA Growth = XXXX% - FY25 EBITDA Margin = XXXXX% - FY25 EV/ EBITDA = 25.84x"  
[X Link](https://x.com/MichaelZero10/status/1978954629825335485) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-16T22:42Z 5213 followers, XXX engagements


"6. Final thoughts Please note that I don't own any of these Stocks. Hope you find these data points useful. Just by looking into the financial expectations I personally found $HROW really interesting. Which other companies should be added on this watchlist 🤔 Thanks for reading"  
[X Link](https://x.com/MichaelZero10/status/1978954636620108060) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-16T22:42Z 5216 followers, 1262 engagements


"5. $RACE Ferrari N.V. ($71bn Mkt Cap) - FY25 EBITDA Growth = XXXX% - FY25 EBITDA Margin = XXXXX% - FY25 EV/ EBITDA = 22.87x"  
[X Link](https://x.com/MichaelZero10/status/1978954633499349215) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-16T22:42Z 5216 followers, 1337 engagements


"$ROOT The Business looks interesting at first glance just by reviewing key financials and capital structure metrics. Interesting Details 🧐 - $ROOT worth $1.2bn (Market Cap) but it has a net cash balance of $441M (see below $ROOT's Capital Structure). - This Net Cash balance of $441M represents XX% of its Market Value.🤯 - Meaning XX% of the Market Value is currently not at risk which is limiting the downside risks on the Stock. - $ROOT is profitable since 2024 ($29M of Net Income) and expecting to generate 35M of Net Income in 2025 therefore the current 441M Net Cash balance is not at risk"  
[X Link](https://x.com/MichaelZero10/status/1979248872242450895) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-17T18:11Z 5216 followers, 9254 engagements