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[@Fin_Eng_Net](/creator/twitter/Fin_Eng_Net)
"As written in August prior to the full-year results Diageo's $DGE.L $DEO stock remains absolutely uninteresting. In spite of having been more than cut in half from its highs the stock is still extremely overvalued. Business momentum is lost the balance sheet over-levered"  
[X Link](https://x.com/Fin_Eng_Net/status/1976214890235953461) [@Fin_Eng_Net](/creator/x/Fin_Eng_Net) 2025-10-09T09:15Z 2810 followers, 1457 engagements


"$DGE.L $DEO after a minor dead-cat bounce post full-year results continues to drift lower. The stock made not only new lows for the year. It even is negative over the last ten years. Are these the successful risk-free and defensive (safe) long-term compounders everyone's seeking Ah the dividend I forgot"  
[X Link](https://x.com/Fin_Eng_Net/status/1976215259103842773) [@Fin_Eng_Net](/creator/x/Fin_Eng_Net) 2025-10-09T09:16Z 2810 followers, XXX engagements


"AI = artificially inflated. That's what I think about the storage mania w/ stocks like $WDC $STX + recently also $SNDK being among the best-performers of the S&P XXX in 2025. This is based on s. th. unprecedented though making it unlikely to last forever Check it out 👇"  
[X Link](https://x.com/Fin_Eng_Net/status/1978750065679483197) [@Fin_Eng_Net](/creator/x/Fin_Eng_Net) 2025-10-16T09:09Z 2810 followers, XXX engagements


"Capri Holdings $CPRI again with weak results. sales down even disproportionately in its highest-margin and highest-sales segment Michael Kors. Before anybody cheers that "cash flow was strong" this was supported by favorable working capital not organic strength. in fact FCF would have been even negative when adjusted for WC. if the company were so strong why have they securitized their recent debt issuance with their company's IP very tough case. I do not believe in this turnaround even after the fact that the company will have net cash after the Versace sale. if the Versace sale for whatever"  
[X Link](https://x.com/Fin_Eng_Net/status/1929500437142520141) [@Fin_Eng_Net](/creator/x/Fin_Eng_Net) 2025-06-02T11:28Z 2808 followers, XXX engagements


"Capri Holdings $CPRI owner of Michael Kors Jimmy Choo and soon-to-be-sold Versace continues to struggle operationally. I know proceeds from Versace will improve the balance sheet strongly. But below we can see CPRI is struggling financially. - cash down y/y - receivables down aggressive here - inventories up officially due to earlier than expected deliveries could be due to tariffs okay. bit what if they don't sell their stuff heavy promotions coming - payables strongly up aggressive here too - long-term debt up but Versace will bring that down it looks like they are very aggressive in"  
[X Link](https://x.com/Fin_Eng_Net/status/1965006364838613065) [@Fin_Eng_Net](/creator/x/Fin_Eng_Net) 2025-09-08T10:56Z 2808 followers, 1015 engagements


"$RI.PA Pernod Ricard Q1 sales update again nothing special weakness confirmed. the pace to the downside accelerates w/ the only answers being cutting costs being more cautious w/ investments and hoping for a strong FY H2 (H1 2026). USA XX% China XX% avoid alc stocks"  
[X Link](https://x.com/Fin_Eng_Net/status/1978752711492358564) [@Fin_Eng_Net](/creator/x/Fin_Eng_Net) 2025-10-16T09:19Z 2809 followers, XXX engagements


"nothing to freak out about not even X% of stock over the next XX months. not covered by FCF when subtracting the dividend. $BF.A $BF.B"  
[X Link](https://x.com/Fin_Eng_Net/status/1974084978825965817) [@Fin_Eng_Net](/creator/x/Fin_Eng_Net) 2025-10-03T12:11Z 2809 followers, 1153 engagements


"@yieldsearcher Will be interesting when lower Yen leads to higher inflation (energy imports). Will bond yields still fall then 😊 At some point both could flush currency and bonds"  
[X Link](https://x.com/Fin_Eng_Net/status/1975885460254929315) [@Fin_Eng_Net](/creator/x/Fin_Eng_Net) 2025-10-08T11:26Z 2809 followers, 1371 engagements


"c'mon this is neither a defensive and safe long-term compounder nor is a turnaround in sight. Diageo already made new lows. Pernod Ricard will follow"  
[X Link](https://x.com/Fin_Eng_Net/status/1976297039441875204) [@Fin_Eng_Net](/creator/x/Fin_Eng_Net) 2025-10-09T14:41Z 2809 followers, XXX engagements


"I don't get what there actually is to innovate empty buzz to pull up the stock price from it slump. why don't you cut the dividend that you cannot afford anymore and delever aggressively $PEP"  
[X Link](https://x.com/Fin_Eng_Net/status/1976549032274297226) [@Fin_Eng_Net](/creator/x/Fin_Eng_Net) 2025-10-10T07:23Z 2809 followers, XXX engagements


"Dont think so. I know them since 2016 have been in two of their production plants when I worked in auditing. Trades above book has very high debt from the Singapore plant built up falling margins and negative free cash flow. Not sure the lower CAPEX will be enough. And for many quarters they have been talking about weak demand from their customers in their calls. Either the cycle turns or theyre losing market share"  
[X Link](https://x.com/Fin_Eng_Net/status/1979467016156160036) [@Fin_Eng_Net](/creator/x/Fin_Eng_Net) 2025-10-18T08:38Z 2810 followers, XX engagements