LunarCrush LLM | creator/twitter::1954597724705406976/posts

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[@alfalfa_capital](/creator/twitter/alfalfa_capital)
"Good point Jorge. With a XXXX% EBIT margin and X% topline growth my DCF still lands around $3940/sh assuming XX% WACC and X% terminal ROIC. That implies XX% upside from current levels ($14.7). Even with Solisticas mix effect the valuation remains attractive on a risk-adjusted basis"  
[X Link](https://x.com/alfalfa_capital/status/1983173593170084350) [@alfalfa_capital](/creator/x/alfalfa_capital) 2025-10-28T14:06Z XX 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.]

@alfalfa_capital "Good point Jorge. With a XXXX% EBIT margin and X% topline growth my DCF still lands around $3940/sh assuming XX% WACC and X% terminal ROIC. That implies XX% upside from current levels ($14.7). Even with Solisticas mix effect the valuation remains attractive on a risk-adjusted basis"
X Link @alfalfa_capital 2025-10-28T14:06Z XX followers, XX engagements