Dark | Light
[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.]

[@Fwenen](/creator/twitter/Fwenen)
"$BIRK reporting another set of very solid results. Delivering above consensus growth rates despite a) current macro uncertainty b) tariffs and c) material FX headwinds. Stock is -XX% MTD providing a good opportunity"  
[X Link](https://x.com/Fwenen/status/1971182720547160270) [@Fwenen](/creator/x/Fwenen) 2025-09-25T11:59Z XXX followers, XX engagements


"@InvestInAssets Interestingly some have derated materially over the past X years like $DHR $ZTS $LVMH and a couple of others"  
[X Link](https://x.com/Fwenen/status/1977297314332156378) [@Fwenen](/creator/x/Fwenen) 2025-10-12T08:56Z XXX followers, XXX engagements


"@siyul German Company Symrise 10bn mkt cap -XX% YTD mainly due to de-rating. Leading global player in growing Flavor&Fragrence industry. Sold off due to weakness in Petfood (#1 player by far) guiding to 3-5% OG vs 5-7% in past. No year since 2009 with -ve OG strong mgmt & BS cheap"  
[X Link](https://x.com/Fwenen/status/1969666180857176442) [@Fwenen](/creator/x/Fwenen) 2025-09-21T07:33Z XXX followers, XXX engagements


"@Tintincapital Maybe add some defensive with spice like $KDP . Investor day XXXXX. will be 🔑. Even without defensive in a downturn while paying XXX% div yield"  
[X Link](https://x.com/Fwenen/status/1978509459082092836) [@Fwenen](/creator/x/Fwenen) 2025-10-15T17:13Z XXX followers, XXX engagements


"Nestle saying EU pet demand improving clearly is positive for Symrise shares $SY1"  
[X Link](https://x.com/Fwenen/status/1978751699599716563) [@Fwenen](/creator/x/Fwenen) 2025-10-16T09:15Z XXX 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.]

@Fwenen "$BIRK reporting another set of very solid results. Delivering above consensus growth rates despite a) current macro uncertainty b) tariffs and c) material FX headwinds. Stock is -XX% MTD providing a good opportunity"
X Link @Fwenen 2025-09-25T11:59Z XXX followers, XX engagements

"@InvestInAssets Interestingly some have derated materially over the past X years like $DHR $ZTS $LVMH and a couple of others"
X Link @Fwenen 2025-10-12T08:56Z XXX followers, XXX engagements

"@siyul German Company Symrise 10bn mkt cap -XX% YTD mainly due to de-rating. Leading global player in growing Flavor&Fragrence industry. Sold off due to weakness in Petfood (#1 player by far) guiding to 3-5% OG vs 5-7% in past. No year since 2009 with -ve OG strong mgmt & BS cheap"
X Link @Fwenen 2025-09-21T07:33Z XXX followers, XXX engagements

"@Tintincapital Maybe add some defensive with spice like $KDP . Investor day XXXXX. will be 🔑. Even without defensive in a downturn while paying XXX% div yield"
X Link @Fwenen 2025-10-15T17:13Z XXX followers, XXX engagements

"Nestle saying EU pet demand improving clearly is positive for Symrise shares $SY1"
X Link @Fwenen 2025-10-16T09:15Z XXX followers, XX engagements

creator/twitter::2540710119/posts
/creator/twitter::2540710119/posts