LunarCrush LLM | creator/twitter::1570028770429485058/posts

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[@Eyal__Weiss](/creator/twitter/Eyal__Weiss)
"@MariaCorinaYA Thank you we appreciate your support and moral clarity. Not easy in such days where hating Jews and Israelis is so popular"  
[X Link](https://x.com/Eyal__Weiss/status/1979290298208391369) [@Eyal__Weiss](/creator/x/Eyal__Weiss) 2025-10-17T20:55Z 3533 followers, 6266 engagements


"I missed a critical piece about the desired profitability margin of $WISE.L which means its de-facto share price (as I see it) is roughly double what I thought. Namely instead of having a XX PE it actually has XX PE on its representative earnings. I take its representative earnings to be in line of the company's communicated target margins: 13-16% on "underlying profit" which is XX% lower than the current margins on that slice and XX% of the "interest income above 1%" which is XX% lower than the current margins on that slice. Overall it means that the official reported earnings are about"  
[X Link](https://x.com/Eyal__Weiss/status/1947216956253172060) [@Eyal__Weiss](/creator/x/Eyal__Weiss) 2025-07-21T08:47Z 3535 followers, 4455 engagements


"@AndrewDudum @wearehers Great. This is an important piece of the puzzle in the Hims&Hers story. Keep adding value to customers 👏🏽"  
[X Link](https://x.com/Eyal__Weiss/status/1978460140253639147) [@Eyal__Weiss](/creator/x/Eyal__Weiss) 2025-10-15T13:57Z 3528 followers, XXX engagements


"My take: XX% (organic) top line growth healthy margins good cash generation positive business development. Negative forex impact but this is temporal and not interesting w.r.t. long term. I haven't had time yet to listen to the earnings call but I agree with Redye's conclusions: A bit softer than expected but overall solid progress and positive outlook. "We remain positive about the overall development seen in the last quarters and encourage investors not to focus much on the quarterly variations." Holding not financial advice"  
[X Link](https://x.com/Eyal__Weiss/status/1979155815991857192) [@Eyal__Weiss](/creator/x/Eyal__Weiss) 2025-10-17T12:01Z 3530 followers, 5399 engagements


"@EliAfriatISR For Rom. The sky in Crete Greece"  
[X Link](https://x.com/Eyal__Weiss/status/1979482654673166769) [@Eyal__Weiss](/creator/x/Eyal__Weiss) 2025-10-18T09:40Z 3528 followers, XXX engagements


"@bradsferguson Yes I know. I also have a quite concentrated portfolio (top X XX% overall 10-15 positions). But it is important to recognize that *some* diversification is typically very useful even from just one to two positions"  
[X Link](https://x.com/Eyal__Weiss/status/1980265185412559148) [@Eyal__Weiss](/creator/x/Eyal__Weiss) 2025-10-20T13:29Z 3533 followers, XX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@Eyal__Weiss "@MariaCorinaYA Thank you we appreciate your support and moral clarity. Not easy in such days where hating Jews and Israelis is so popular"
X Link @Eyal__Weiss 2025-10-17T20:55Z 3533 followers, 6266 engagements

"I missed a critical piece about the desired profitability margin of $WISE.L which means its de-facto share price (as I see it) is roughly double what I thought. Namely instead of having a XX PE it actually has XX PE on its representative earnings. I take its representative earnings to be in line of the company's communicated target margins: 13-16% on "underlying profit" which is XX% lower than the current margins on that slice and XX% of the "interest income above 1%" which is XX% lower than the current margins on that slice. Overall it means that the official reported earnings are about"
X Link @Eyal__Weiss 2025-07-21T08:47Z 3535 followers, 4455 engagements

"@AndrewDudum @wearehers Great. This is an important piece of the puzzle in the Hims&Hers story. Keep adding value to customers 👏🏽"
X Link @Eyal__Weiss 2025-10-15T13:57Z 3528 followers, XXX engagements

"My take: XX% (organic) top line growth healthy margins good cash generation positive business development. Negative forex impact but this is temporal and not interesting w.r.t. long term. I haven't had time yet to listen to the earnings call but I agree with Redye's conclusions: A bit softer than expected but overall solid progress and positive outlook. "We remain positive about the overall development seen in the last quarters and encourage investors not to focus much on the quarterly variations." Holding not financial advice"
X Link @Eyal__Weiss 2025-10-17T12:01Z 3530 followers, 5399 engagements

"@EliAfriatISR For Rom. The sky in Crete Greece"
X Link @Eyal__Weiss 2025-10-18T09:40Z 3528 followers, XXX engagements

"@bradsferguson Yes I know. I also have a quite concentrated portfolio (top X XX% overall 10-15 positions). But it is important to recognize that some diversification is typically very useful even from just one to two positions"
X Link @Eyal__Weiss 2025-10-20T13:29Z 3533 followers, XX engagements