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[@MatthiasL81432](/creator/twitter/MatthiasL81432)
"Been wanting to add some Fintech to my portfolio for a while now. $ADYEN and $WISE seem solid choices but both feel a little expensive at the current valuation. If you had to pick one right now which stock offers the better risk-reward at today's price 🤔"  
[X Link](https://x.com/MatthiasL81432/status/1975830719915302930) [@MatthiasL81432](/creator/x/MatthiasL81432) 2025-10-08T07:48Z XX followers, XXX engagements


"Valuation matters even when buying quality 📉 End of 2021: You could buy Zoetis Inc $ZTS at $XXX with a massive P/E of XX. Almost X years later: The stock is $XXX with a P/E of XX. EPS increased from $XXXX to $XXXX in the same period Beware $TSLA $AMZN $PLTR"  
[X Link](https://x.com/MatthiasL81432/status/1976169224868425886) [@MatthiasL81432](/creator/x/MatthiasL81432) 2025-10-09T06:13Z XX followers, XXX engagements


"Coal & Oil still power over XX% of the world's energy. 🏭 🏭 Liquefied Natural Gas (LNG) will play a crucial bridge role in the energy transition. Gaztransport et Technigaz $GTT is a highly profitable LNG-enabler trading around 16x P/E I'm a buyer sub 150"  
[X Link](https://x.com/MatthiasL81432/status/1976548210765443523) [@MatthiasL81432](/creator/x/MatthiasL81432) 2025-10-10T07:19Z XX followers, XXX engagements


"Tremendous jump for luxury $MONC $HRMS $CFR $KER Looks like the $LVMH tanker is finally turning"  
[X Link](https://x.com/MatthiasL81432/status/1978366541876838448) [@MatthiasL81432](/creator/x/MatthiasL81432) 2025-10-15T07:45Z XX followers, XXX engagements