[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.] [@massivemoats](/creator/twitter/massivemoats) "In FY2024 Pepco Group $PCO.WA (including Pepco Poundland and Dealz) reported a like-for-like (LFL) sales decline of 3.2%. This stands in stark contrast to Action part of 3i Group $III.L which achieved a positive LFL growth of 10.3%equivalent to Pepcos total percentage growth including store expansion. For Action total year-on-year growth in 2024 reached +21.7%. Photo: Pepco"  [@massivemoats](/creator/x/massivemoats) on [X](/post/tweet/1932087260826018228) 2025-06-09 14:47:54 UTC XXX followers, XXX engagements "Why did Netflix $NFLX drop X% after its solid Q2 2025 results I was asked this question this morning. Below is my take on it. As investors we are often too eager to draw a causal link between a stocks price movement and its underlying quarterly results. In the short term price fluctuations are largely driven by market sentimenteven if in cases of sharp moves new company-specific information may indeed be priced in. That said we should generally refrain from overinterpreting minor share price reactions. In my view these tend to receive disproportionate attention. With that in mind a X% share"  [@massivemoats](/creator/x/massivemoats) on [X](/post/tweet/1946527407844049002) 2025-07-19 11:07:53 UTC XXX followers, XXX engagements "During Netflixs Q2 2025 Earnings Call an analyst asked whether Netflixs management team is considering the introduction of additional subscription tiers that would offer exclusive access to specific content. Greg Peters Co-CEO of Netflix responded: Ive learned to never say never. So I would say we remain open to evolving our consumer-facing model. Personally I only use Netflix to watch some of the better high-quality series it produces. As a result my cost per hour of viewing is higher than that of the average Netflix subscriber. However I do not mind this as I still perceive a significant"  [@massivemoats](/creator/x/massivemoats) on [X](/post/tweet/1948895887184286048) 2025-07-25 23:59:22 UTC XXX followers, XXX engagements "3i Group $III.L Q1 2026 Action had a good first half with trading across the majority of its key financial metrics well ahead of the same period last year and with notable milestones achieved including its 3000th store and a very strong start from the first five stores in Switzerland. Source: 3i Group $III.L"  [@massivemoats](/creator/x/massivemoats) on [X](/post/tweet/1948283096731664419) 2025-07-24 07:24:22 UTC XXX followers, 1001 engagements "The development of brand awareness among Polish consumers for various retail chains in 2020 (blue) and 2024 (green) is illustrated in the figure below (PMR 2024). In Poland both Pepco Groups $PCO.WA Dealz and Pepco are active. Pepcos brand recognition in Poland stayed almost the same at c. XX% over the past X years. Meanwhile Actions $III.L brand recognition surged from XX% in 2020 to XX% in 2024 driven by its robust expansion in the market. This growth has enabled Action to surpass Dealz that entered Poland in 2018"  [@massivemoats](/creator/x/massivemoats) on [X](/post/tweet/1932095565812134146) 2025-06-09 15:20:54 UTC XXX followers, 1499 engagements "Pepco Group $PCO.WA completes sale of Poundland. "The agreed sale of Poundland marks an important milestone in our strategic plan to move away from FMCG and focus predominantly on Pepco our higher margin clothing and general merchandise business" Stephan Borchert CEO of Pepco Group said in the companies' press release of June XX 2025"  [@massivemoats](/creator/x/massivemoats) on [X](/post/tweet/1933101835545358484) 2025-06-12 09:59:27 UTC XXX followers, XXX engagements "This quote from Nick Sleep is in my opinion particularly relevant to ASML's $ASML present circumstances. ASMLs long-term trajectory remains unchanged. Not only has my personal thoughts on the companys future remained consistent but so too has the managements perspective as evidenced by its recent reaffirmation of the FY2030 outlook. In my view the long-term prospects for the company remain robust even if the annual results may reflect some short-term fluctuations. "After all regardless of the order in which annual results fall the destination will be just the same." Nick Sleep Disclaimer: I"  [@massivemoats](/creator/x/massivemoats) on [X](/post/tweet/1947978987503812892) 2025-07-23 11:15:56 UTC XXX followers, 1532 engagements "With a share price of 9200 Lotus Bakeries $LOTB.BR currently trades at a market capitalization of XXX billion which is XX% lower than in October 2024. What do shareholders of this Belgian cookie manufacturer get for this price Time for an analysis. Founded in 1932 in the Belgian village of Lembeke Lotus Bakeries build an IP-portfolio that extends beyond its popular Lotus Biscoff brand. Other brands under the Lotus umbrella include Nkd Peijnenburg and Snelle Jelle. In FY2024 these brands collectively generated XXX billion in sales reflecting a +15.9% increase from FY2023. The company reported"  [@massivemoats](/creator/x/massivemoats) on [X](/post/tweet/1890716149853134988) 2025-02-15 10:53:52 UTC XXX followers, XXX engagements "How Aravind Srinivas turned Perplexity AI into an $XX billion would-be Google killer by Fortune $GOOG $GOOGL"  [@massivemoats](/creator/x/massivemoats) on [X](/post/tweet/1949082083470745868) 2025-07-26 12:19:15 UTC XXX followers, XXX engagements "Claremont Global Q1 2025 Sold XXX% out of Equifax $EFX Bought Waste Management $WM Added to Allegion $ALLE Reduced Visa $V"  [@massivemoats](/creator/x/massivemoats) on [X](/post/tweet/1923838111370338594) 2025-05-17 20:28:43 UTC XXX followers, 1060 engagements "$ASML with its share price at XXX now trades at a P/E ratio of 25x Graph: ASML EPS (diluted TTM) per Q"  [@massivemoats](/creator/x/massivemoats) on [X](/post/tweet/1947698907569393698) 2025-07-22 16:43:00 UTC XXX followers, 1634 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.]
@massivemoats
"In FY2024 Pepco Group $PCO.WA (including Pepco Poundland and Dealz) reported a like-for-like (LFL) sales decline of 3.2%. This stands in stark contrast to Action part of 3i Group $III.L which achieved a positive LFL growth of 10.3%equivalent to Pepcos total percentage growth including store expansion. For Action total year-on-year growth in 2024 reached +21.7%. Photo: Pepco"
@massivemoats on X 2025-06-09 14:47:54 UTC XXX followers, XXX engagements
"Why did Netflix $NFLX drop X% after its solid Q2 2025 results I was asked this question this morning. Below is my take on it. As investors we are often too eager to draw a causal link between a stocks price movement and its underlying quarterly results. In the short term price fluctuations are largely driven by market sentimenteven if in cases of sharp moves new company-specific information may indeed be priced in. That said we should generally refrain from overinterpreting minor share price reactions. In my view these tend to receive disproportionate attention. With that in mind a X% share" @massivemoats on X 2025-07-19 11:07:53 UTC XXX followers, XXX engagements
"During Netflixs Q2 2025 Earnings Call an analyst asked whether Netflixs management team is considering the introduction of additional subscription tiers that would offer exclusive access to specific content. Greg Peters Co-CEO of Netflix responded: Ive learned to never say never. So I would say we remain open to evolving our consumer-facing model. Personally I only use Netflix to watch some of the better high-quality series it produces. As a result my cost per hour of viewing is higher than that of the average Netflix subscriber. However I do not mind this as I still perceive a significant" @massivemoats on X 2025-07-25 23:59:22 UTC XXX followers, XXX engagements
"3i Group $III.L Q1 2026 Action had a good first half with trading across the majority of its key financial metrics well ahead of the same period last year and with notable milestones achieved including its 3000th store and a very strong start from the first five stores in Switzerland. Source: 3i Group $III.L" @massivemoats on X 2025-07-24 07:24:22 UTC XXX followers, 1001 engagements
"The development of brand awareness among Polish consumers for various retail chains in 2020 (blue) and 2024 (green) is illustrated in the figure below (PMR 2024). In Poland both Pepco Groups $PCO.WA Dealz and Pepco are active. Pepcos brand recognition in Poland stayed almost the same at c. XX% over the past X years. Meanwhile Actions $III.L brand recognition surged from XX% in 2020 to XX% in 2024 driven by its robust expansion in the market. This growth has enabled Action to surpass Dealz that entered Poland in 2018" @massivemoats on X 2025-06-09 15:20:54 UTC XXX followers, 1499 engagements
"Pepco Group $PCO.WA completes sale of Poundland. "The agreed sale of Poundland marks an important milestone in our strategic plan to move away from FMCG and focus predominantly on Pepco our higher margin clothing and general merchandise business" Stephan Borchert CEO of Pepco Group said in the companies' press release of June XX 2025" @massivemoats on X 2025-06-12 09:59:27 UTC XXX followers, XXX engagements
"This quote from Nick Sleep is in my opinion particularly relevant to ASML's $ASML present circumstances. ASMLs long-term trajectory remains unchanged. Not only has my personal thoughts on the companys future remained consistent but so too has the managements perspective as evidenced by its recent reaffirmation of the FY2030 outlook. In my view the long-term prospects for the company remain robust even if the annual results may reflect some short-term fluctuations. "After all regardless of the order in which annual results fall the destination will be just the same." Nick Sleep Disclaimer: I" @massivemoats on X 2025-07-23 11:15:56 UTC XXX followers, 1532 engagements
"With a share price of 9200 Lotus Bakeries $LOTB.BR currently trades at a market capitalization of XXX billion which is XX% lower than in October 2024. What do shareholders of this Belgian cookie manufacturer get for this price Time for an analysis. Founded in 1932 in the Belgian village of Lembeke Lotus Bakeries build an IP-portfolio that extends beyond its popular Lotus Biscoff brand. Other brands under the Lotus umbrella include Nkd Peijnenburg and Snelle Jelle. In FY2024 these brands collectively generated XXX billion in sales reflecting a +15.9% increase from FY2023. The company reported" @massivemoats on X 2025-02-15 10:53:52 UTC XXX followers, XXX engagements
"How Aravind Srinivas turned Perplexity AI into an $XX billion would-be Google killer by Fortune $GOOG $GOOGL" @massivemoats on X 2025-07-26 12:19:15 UTC XXX followers, XXX engagements
"Claremont Global Q1 2025 Sold XXX% out of Equifax $EFX Bought Waste Management $WM Added to Allegion $ALLE Reduced Visa $V" @massivemoats on X 2025-05-17 20:28:43 UTC XXX followers, 1060 engagements
"$ASML with its share price at XXX now trades at a P/E ratio of 25x Graph: ASML EPS (diluted TTM) per Q" @massivemoats on X 2025-07-22 16:43:00 UTC XXX followers, 1634 engagements