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[@The_Analyst_Lab](/creator/twitter/The_Analyst_Lab)
"@evfcfaddict Why not look into Azelis It has been closing the gap lately vs IMCD"  
[X Link](https://x.com/The_Analyst_Lab/status/1952290820016476591) [@The_Analyst_Lab](/creator/x/The_Analyst_Lab) 2025-08-04T08:49Z XXX followers, 1235 engagements


"@evfcfaddict For me it was surprising to see Azelis cut the gap these couple of years. They've also got BASF's full contract in US which was historically 50/50. Also more exposure to life-sciences (defensive) no m&a risk (also more opportunistic than IMCD) and c.17% cheaper on EV/EBITDA '25"  
[X Link](https://x.com/The_Analyst_Lab/status/1952310753848877297) [@The_Analyst_Lab](/creator/x/The_Analyst_Lab) 2025-08-04T10:08Z XXX followers, XXX engagements


""Rolex is now the only brand whose watches still trade meaningfully above retail at +15.7% representing high desirability across the majority of the brand's collections. By contrast most Patek Philippe and Audemars Piguet models trading above retail come from their sports lines while no other brand has more than a handful of models commanding secondary market premiums" En otra galaxia"  
[X Link](https://x.com/The_Analyst_Lab/status/1976229580143820978) [@The_Analyst_Lab](/creator/x/The_Analyst_Lab) 2025-10-09T10:13Z XXX followers, 1129 engagements