[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.]

[@ReturnsJourney](/creator/twitter/ReturnsJourney)
"I sold some $Ko during covid to buy some bank and Telco and I 10x and 6x on these additions to losers. There are no rules just fundamentals"  
![@ReturnsJourney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3399729285.png) [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1946835258420167026) 2025-07-20 07:31:10 UTC 9455 followers, 2974 engagements


"What is your top AI stock under X Billion in market capitalisation I only can think of Kontron AG which does IOT services products and software. As more connected devices enter in activity there will be more need for software to control it Any other small caps"  
![@ReturnsJourney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3399729285.png) [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1941428539204698302) 2025-07-05 09:26:48 UTC 9454 followers, 2768 engagements


"A decent half with +16.7% in EUR. Top XX - XX% of portfolio mostly past winners. Waiting for the future gems to topple them. Plan is buy and hold reinvest dividends from the top XX into mostly smaller positions"  
![@ReturnsJourney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3399729285.png) [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1939817642161995795) 2025-06-30 22:45:40 UTC 9452 followers, 8091 engagements


"@aktieblogg @Sempiterno_Inv Liftco : Average and cyclical Teqnion: Average and cyclical etc etc"  
![@ReturnsJourney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3399729285.png) [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1945153706858553769) 2025-07-15 16:09:17 UTC 9438 followers, XXX engagements


"Caution avoid Lifco AB here. It's a hold at best at XX times expected earnings. Part of the great quality investing bubble"  
![@ReturnsJourney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3399729285.png) [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1932780416819228815) 2025-06-11 12:42:15 UTC 9455 followers, 5447 engagements


"My highest conviction short stocks: Tier 1: $PLTR $HIMS $HOOD Tier 2: $ASTS $TEM $TSLA $NVDA Tier 3: $OSCR $LMND $RKLB $IONQ $NBIS Removing $AMZN from the list as it is a good company"  
![@ReturnsJourney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3399729285.png) [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1945063491481546769) 2025-07-15 10:10:48 UTC 9452 followers, 5121 engagements


"@DaBao_ I think that it's for companies whose share price result depends on culture like what restaurant chain is getting popular. My investment is based on Numbers and Physics. So far the Chinese have not found a way to insert new numbers or physical laws"  
![@ReturnsJourney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3399729285.png) [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1948325684406788138) 2025-07-24 10:13:35 UTC 9446 followers, XXX engagements


"The quality bubble is bursting. You started investing. You thought quality investing was great. You paid up for quality because you did not search enough companies. Even paid for a quality investing service. You did not see multiple expansion. Quality without value is nothing"  
![@ReturnsJourney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3399729285.png) [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1945850728385565162) 2025-07-17 14:19:00 UTC 9452 followers, 5981 engagements


"10 Holding companies in Emerging markets. which has the best management CK Hutchison First Pacific Swire Pacific Jardine Matheson Jardine Cycle and Carriage Boustead Singapore Remgro Bidvest Cosan Mahindra and Mahindra Maybe . Cosan or Remgro"  
![@ReturnsJourney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3399729285.png) [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1767140845373813117) 2024-03-11 10:49:44 UTC 9454 followers, 18.6K engagements


"@irbezek "inexplicably expensive stocks" often have explicable big drops haha"  
![@ReturnsJourney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3399729285.png) [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1948469651022729539) 2025-07-24 19:45:40 UTC 9452 followers, XXX engagements


"$docs.L a Bargain usually does not start at Price to Sales of 3-4. These multiples means good margins are priced in. Buy these companies at price to sales under XXX then low margins are priced in. It also gives you a good long term perspective for companies with XX years +"  
![@ReturnsJourney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3399729285.png) [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1837054168789348769) 2024-09-20 09:00:19 UTC 9436 followers, 5885 engagements


"In Germany you can buy Ace Hardware Indonesia trading at about XX% discount to X times earnings main listing. Or 5-6 times earnings. This is a high quality high ROE franchise. Forget about Costco at XX times earnings. Very illiquid spread is XXXXX to XXXXX 🤣 I did not try"  
![@ReturnsJourney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3399729285.png) [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1945029412270809443) 2025-07-15 07:55:23 UTC 9452 followers, 6646 engagements


"@no_cap_cap @KairosPraxis @WagieCapital I mean that if you invest 100s of Billions you cannot have a good return on investment unless you make more money than the entire country afterwards. companies with the best ROI are companies who make smaller investments"  
![@ReturnsJourney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3399729285.png) [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1948249608221557176) 2025-07-24 05:11:17 UTC 9454 followers, XX engagements


"People are pitching p/e ratios of XXX again. 2021 redux"  
![@ReturnsJourney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3399729285.png) [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1946576962891219016) 2025-07-19 14:24:48 UTC 9453 followers, 3633 engagements


"People look too hard for opportunities. Fintwit is looking for $oscr like "it's going to be a P/E X stock in 2028" when this or that happens." Ok but if you want a P/E X stock just buy a P/E X stock 😂"  
![@ReturnsJourney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3399729285.png) [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1947776417137082641) 2025-07-22 21:51:00 UTC 9448 followers, 2507 engagements


"Chilean Peso decoupled from Copper. Copper keeps going higher. Currency should follow. Covid momentum trading changed the fundamentals. USD bubble popping. Long Chile $CLP"  
![@ReturnsJourney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3399729285.png) [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1939268296475316578) 2025-06-29 10:22:46 UTC 9456 followers, 4990 engagements


"It's obvious that the Great Wall of China uses a lot of Cement for repairs"  
![@ReturnsJourney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3399729285.png) [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1947922378631106768) 2025-07-23 07:31:00 UTC 9446 followers, 2079 engagements


"10 Hidden champions with fast EBITDA growth in the past X years and Under XX times earnings Many were sourced from here 1InPost S.A. (E-commerce Logistics ): EBITDA Growth (CAGR FY) XXXXXX% P/E 17.8x 2XPEL Inc. (Consumer Discretionary ): EBITDA Growth (CAGR FY) XXXXX% P/E 21.1x - close to XX - legendary compounder 3Auction Technology Group plc (Consumer Discretionary ): EBITDA Growth (CAGR FY) XXXXX% P/E 15.9x 4Mader Group Limited (Industrial Maintenance ): EBITDA Growth (CAGR FY) XXXXX% P/E 19.5x 5Sdiptech AB (Industrials ): EBITDA Growth (CAGR FY) XXXXX% P/E 18.0x 6The Platform Group AG"  
![@ReturnsJourney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3399729285.png) [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1931629497314353324) 2025-06-08 08:28:54 UTC 9454 followers, 18.6K engagements


"First Pacific finally a bagger ex dividends +111%. Still a bargain. Value is only at the beginning. I just wrote an update on subsidiary Indofood with the stock going nowhere. Link in bio"  
![@ReturnsJourney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3399729285.png) [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1902277487893029315) 2025-03-19 08:34:30 UTC 9446 followers, 6976 engagements


"ok how do you play this Buy $DEO Buy $NFLX or short everything"  
![@ReturnsJourney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3399729285.png) [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1948116622046269926) 2025-07-23 20:22:51 UTC 9455 followers, 4069 engagements


"$LVMH $MC.PA time to buy Quick review tomorrow. 👜🛍"  
![@ReturnsJourney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3399729285.png) [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1942956824342249651) 2025-07-09 14:39:39 UTC 9454 followers, 1716 engagements


"@no_cap_cap @KairosPraxis @WagieCapital why are you super bullish I'm kind of bearish on Capex and ability to keep growing but I am no expert. Neutral"  
![@ReturnsJourney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3399729285.png) [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1948116015121924331) 2025-07-23 20:20:26 UTC 9454 followers, XX engagements


"$AXON. Sell on insane valuation and low growth. Bubble"  
![@ReturnsJourney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3399729285.png) [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1947287808181252322) 2025-07-21 13:29:26 UTC 9453 followers, 7241 engagements


"In my $LVMH $MC.PA article I make the case for waiting for a better entry point after H1 results or to even wait for sales to turn around. I am also surprised by the resilience of the business in this environment and found something interesting in the geographic sales data. --"  
![@ReturnsJourney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3399729285.png) [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1943227291632357697) 2025-07-10 08:34:24 UTC 9454 followers, 4388 engagements


"LVMH ( $mc.pa) is a quality compounder. It is up XX% in a few days after a X years decline. Building a trend line from 2000 to 2019 (Pre covid) shows that the sales and profits are still over the trend line. Likely more downside to profits until we catch up"  
![@ReturnsJourney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3399729285.png) [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1941420032749166893) 2025-07-05 08:53:00 UTC 9454 followers, 2229 engagements


"Few know. PayPal has something that $V and $MC don't have. A consumer merchant network for a future of payments+commerce. That's the core of the thesis"  
![@ReturnsJourney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3399729285.png) [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1948402794844557400) 2025-07-24 15:20:00 UTC 9455 followers, 2284 engagements


"Healthcare is a resilient and constantly growing industry. ⚕ Here is a list of healthcare stocks with cheap valuations. $2150 - CareNet Inc. ROCE: XXXXX% P/E: 16.6x $TMO - Thermo Fisher Scientific Inc. ROCE: XXXXX% EV/EBITDA: 17.0x P/E: 18.8x $BRKR - Bruker Corporation ROCE: XXXX% EV/EBITDA: 14.1x P/E: 16.7x $BDX - Becton Dickinson and Company ROCE: XXXX% EV/EBITDA: 12.0x P/E: 12.4x $MDT - Medtronic plc ROCE: XXXX% EV/EBITDA: 14.3x P/E: 15.9x $A - Agilent Technologies Inc. ROCE: XXXXX% EV/EBITDA: 19.5x P/E: 20.8x $ALGN - Align Technology Inc. ROCE: XXXXX% EV/EBITDA: 15.9x P/E: 18.7x $ERF -"  
![@ReturnsJourney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3399729285.png) [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1941767782346989633) 2025-07-06 07:54:50 UTC 9446 followers, 14.1K engagements


"Buying quality stocks or hidden champions when they are on sale beats the pure quality popular investing over the long term. Forget perfect charts. Buy broken charts. $ERF.PA $MC.PA"  
![@ReturnsJourney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3399729285.png) [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1939662979630334250) 2025-06-30 12:31:06 UTC 9454 followers, 7945 engagements


"While everybody is chasing quality at expensive prices that strategy has already proven costly in 2024-2025. $Nike $deo $lvmhy $mc.pa $fico $brf.b Quality as a factor keeps underperforming. Quality value and deep value 👌 👏 👍 Are you ready"  
![@ReturnsJourney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3399729285.png) [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1945142544297243046) 2025-07-15 15:24:56 UTC 9454 followers, 1899 engagements


"Legendary returns are in the making. XX% are asleep"  
![@ReturnsJourney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3399729285.png) [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1946486005139214376) 2025-07-19 08:23:22 UTC 9448 followers, 4340 engagements


"@nrad6949 @alexeliasson I also made money on Alibaba and JD from the bottom"  
![@ReturnsJourney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3399729285.png) [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1947316961832047023) 2025-07-21 15:25:17 UTC 9456 followers, XX engagements


"@no_cap_cap @KairosPraxis @WagieCapital It cannot have a high ROIC if the investment amounts done are colossal by definition. That's going to be a problem for Meta. But the glasses is a smart move. However I think $GOOG has more data (google maps youtube and web) for glasses"  
![@ReturnsJourney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3399729285.png) [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1948128108566995197) 2025-07-23 21:08:30 UTC 9456 followers, XXX engagements


"Eurofins scientific is a leader in testing in the life and science industries"  
![@ReturnsJourney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3399729285.png) [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1919729244092928187) 2025-05-06 12:21:33 UTC 9451 followers, 2173 engagements


"Here is my bull case for $TSLA Tesla is valued XXX billion on the stock market. It's a mediocre car company like all car companies. Let's be nice and optimistic I give the value of XX billion for cars a bad business. Then let's assume that the robot taxi takes the entire market and has no production costs. The cars magically leave the production line for free. So we can add all the valuation of UBER to TESLA. Logical. XXX billion ok let's put XXX billion. UBER which is a better business than the robot taxi because there is no factory no capex. 50+200=250 We have XXX billion. Let's be nice and"  
![@ReturnsJourney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3399729285.png) [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1948676166484742486) 2025-07-25 09:26:17 UTC 9455 followers, 3727 engagements


"$JD and $BABA lower sales than Amazon are fully explained by the lower GDP per capita in China than the USA/Western Europe. (Koyfin data) These two companies are as successful as $AMZN"  
![@ReturnsJourney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3399729285.png) [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1947289261444653243) 2025-07-21 13:35:13 UTC 9456 followers, 5262 engagements


"Newprinces ex Newlat. Acquisition let growth. Food business. Just bought a factory from Diageo Italy. Compounder. Quality value"  
![@ReturnsJourney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3399729285.png) [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1941141699822301332) 2025-07-04 14:27:00 UTC 9451 followers, 7341 engagements


"@no_cap_cap @KairosPraxis @WagieCapital it took X months to drop in 2021 let's see"  
![@ReturnsJourney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3399729285.png) [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1948113686662631457) 2025-07-23 20:11:11 UTC 9454 followers, XX engagements


"@invest_aybar wow that is crazy. I am confused too and the multiple is not low"  
![@ReturnsJourney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3399729285.png) [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1948524140954104261) 2025-07-24 23:22:11 UTC 9452 followers, XX engagements