# ![@Im_Specter Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::759091568376737794.png) @Im_Specter In. Specter

In. Specter posts on X about $lgcy, $four, $pngv, $issc the most. They currently have [-----] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::759091568376737794/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::759091568376737794/c:line/m:interactions.svg)

- [--] Week [------] +279%
- [--] Month [------] +34%
- [--] Months [-------] +13%
- [--] Year [-------] +118%

### Mentions: [--] [#](/creator/twitter::759091568376737794/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::759091568376737794/c:line/m:posts_active.svg)

- [--] Week [--] +107%
- [--] Month [---] +45%
- [--] Months [---] +35%
- [--] Year [---] +69%

### Followers: [-----] [#](/creator/twitter::759091568376737794/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::759091568376737794/c:line/m:followers.svg)

- [--] Week [-----] +0.52%
- [--] Month [-----] +32%
- [--] Months [-----] +61%
- [--] Year [-----] +131%

### CreatorRank: [-------] [#](/creator/twitter::759091568376737794/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::759091568376737794/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [currencies](/list/currencies)  [exchanges](/list/exchanges)  [fashion brands](/list/fashion-brands)  [travel destinations](/list/travel-destinations)  [financial services](/list/financial-services) 

**Social topic influence**
[$lgcy](/topic/$lgcy) #2, [$four](/topic/$four), [$pngv](/topic/$pngv), [$issc](/topic/$issc), [$flt](/topic/$flt), [une](/topic/une), [market cap](/topic/market-cap), [$tgls](/topic/$tgls), [$glbe](/topic/$glbe), [$hrow](/topic/$hrow)

**Top accounts mentioned or mentioned by**
[@bourseko](/creator/undefined) [@fuckthedip](/creator/undefined) [@lorisdalleau](/creator/undefined) [@jordanmontel](/creator/undefined) [@kyleadamsstocks](/creator/undefined) [@lpactionnaire](/creator/undefined) [@hervetrader](/creator/undefined) [@qtvaltrntv](/creator/undefined) [@ducongoretti](/creator/undefined) [@stonkmetal](/creator/undefined) [@zonebourse](/creator/undefined) [@investingcom](/creator/undefined) [@qualitystocksa](/creator/undefined) [@michelben69](/creator/undefined) [@divsking](/creator/undefined) [@greginvestfr](/creator/undefined) [@ryoki56585173](/creator/undefined) [@krakenrobotics](/creator/undefined) [@sriphilips](/creator/undefined) [@ft](/creator/undefined)

**Top assets mentioned**
[Legacy Education Inc. (LGCY)](/topic/$lgcy) [4 (FOUR)](/topic/$four) [Innovative Solutions & Support (ISSC)](/topic/$issc) [Fluence (FLT)](/topic/$flt) [Tecnoglass Inc. (TGLS)](/topic/$tgls) [Global-e Online Ltd. (GLBE)](/topic/$glbe) [Harmony Biosciences Holdings, Inc. (HRMY)](/topic/$hrmy) [Gambling.com Group Limited (GAMB)](/topic/$gamb) [Laird Superfood, Inc.  (LSF)](/topic/$lsf) [InMode Ltd. Ordinary Shares (INMD)](/topic/$inmd) [H&R Block, Inc. (HRB)](/topic/$hrb) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [DLocal Limited (DLO)](/topic/$dlo) [Corcept Therapeutics Inc. (CORT)](/topic/$cort) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Columbia Sportswear Co (COLM)](/topic/$colm) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Flux (FLUX)](/topic/flux) [Zscaler Inc (ZS)](/topic/$zs) [Corpay, Inc. (CPAY)](/topic/$cpay) [Shift4 Payments, Inc. (FOUR)](/topic/shift4-payments) [Bunge, Ltd. (BG)](/topic/$bg) [Ulta Beauty Inc (ULTA)](/topic/$ulta) [Sociedad Quimica y Minera de Chile SA (SQM)](/topic/$sqm) [Celsius (CEL)](/topic/celsius) [NuCypher (NU)](/topic/$nu) [Kaspi.kz Joint Stock Company (KSPI)](/topic/$kspi) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Oxygen (OXY)](/topic/$oxy) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Argentine Football Association Fan Token (ARG)](/topic/$arg) [Builders FirstSource, Inc. (BLDR)](/topic/$bldr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$ALDEL #DELFINGEN Montagne Russe"  
[X Link](https://x.com/Im_Specter/status/1354106988305772545)  2021-01-26T16:40Z [----] followers, [--] engagements


"$ALVTX Voluntis break [--] prochaine tape : 5.22"  
[X Link](https://x.com/Im_Specter/status/1369561328059359235)  2021-03-10T08:10Z [----] followers, [--] engagements


"$OMCL Omnicell INC. Break 137.99$"  
[X Link](https://x.com/Im_Specter/status/1371587498665779201)  2021-03-15T22:21Z [----] followers, [--] engagements


"$OMCL Omnicell INC. New High $OMCL Omnicell INC. Break 137.99$ https://t.co/AFv8Uzp2l0 $OMCL Omnicell INC. Break 137.99$ https://t.co/AFv8Uzp2l0"  
[X Link](https://x.com/Im_Specter/status/1372484169662619656)  2021-03-18T09:45Z [----] followers, [--] engagements


"$ALVTX Voluntis Rsultat annuel demain : 30/03/2021 Estimations d'aprs @Zonebourse"  
[X Link](https://x.com/Im_Specter/status/1376579086349443076)  2021-03-29T16:56Z [----] followers, [--] engagements


"$ALDEL Delfingen Break + Volume"  
[X Link](https://x.com/Im_Specter/status/1376831151290118144)  2021-03-30T09:38Z [----] followers, [--] engagements


"$LBIRD Lumibird"  
[X Link](https://x.com/Im_Specter/status/1376931358342320130)  2021-03-30T16:16Z [----] followers, [--] engagements


"$ALDEL Delfingen $ALDEL Delfingen Break + Volume https://t.co/6jnnBrlVRA $ALDEL Delfingen Break + Volume https://t.co/6jnnBrlVRA"  
[X Link](https://x.com/Im_Specter/status/1377988147296997377)  2021-04-02T14:15Z [----] followers, [--] engagements


"$ROST Ross Stores INC"  
[X Link](https://x.com/Im_Specter/status/1378642039970148355)  2021-04-04T09:34Z [----] followers, [--] engagements


"Plus faible PER de la cte Fr: (source @Investingcom) - Euromedis x118 - Esso x147 - Groupimo x175 - Delfingen x201 - IDI x256 $ALEMG $ES $ALIMO $ALDEL $IDIP"  
[X Link](https://x.com/Im_Specter/status/1472506354589859843)  2021-12-19T09:57Z [----] followers, [--] engagements


"$IDI 30/03/2022 Document d'enregistrement universel [----] https://files.webdisclosure.com/1061603/IDI2021_URD_FR_MEL.pdf https://files.webdisclosure.com/1061603/IDI2021_URD_FR_MEL.pdf"  
[X Link](https://x.com/Im_Specter/status/1509436056113926144)  2022-03-31T07:42Z [----] followers, [--] engagements


"Company Overview Columbia Sportswear Co (COLM:US)"  
[X Link](https://x.com/Im_Specter/status/1525514851136770053)  2022-05-14T16:34Z [----] followers, [--] engagements


"Plus faible PER du march Franais : (source @FT) 1-Euromedis $ALEMG : 0.76x 2-Novacyt $ALNOV : 1.32x 3-Esso $ES : 1.36x 4-Agrogeneration $ALAGR : 1.64x 5-Metabolic $METEX : 1.7x"  
[X Link](https://x.com/Im_Specter/status/1525868981420183552)  2022-05-15T16:01Z [----] followers, [--] engagements


"Company Overview Columbia Sportswear Co $COLM #NYSE #NASDAQ #WALLSTREET #stocks #StockMarket Company Overview Columbia Sportswear Co (COLM:US) https://t.co/NdCR5zIOHw Company Overview Columbia Sportswear Co (COLM:US) https://t.co/NdCR5zIOHw"  
[X Link](https://x.com/Im_Specter/status/1528791796087672832)  2022-05-23T17:35Z [----] followers, [--] engagements


"Plus faible PER du march Franais (Source @FT) [--] - $ALDOC Omer Decugis : 0017x [--] - $ALIDS Idsud : 024x [--] - $METEX Metabolic Ex : 102x [--] - $ES Esso : 135x [--] - $ALEUA Eurasia : 151x #bourse #Finance"  
[X Link](https://x.com/Im_Specter/status/1563807616081563648)  2022-08-28T08:36Z [----] followers, [--] engagements


"$FLT Fleetcor an incredible growth for a leader in its market. Buy amazing companies at reasonable prices"  
[X Link](https://x.com/Im_Specter/status/1605496703049531393)  2022-12-21T09:33Z [----] followers, [--] engagements


"So $STT State Street Corp. always had a quotation under his net cash/share Please correct me if I missed something. Current net cash/share: $22445 Current price : $7749 You have a historical in picture (2014-current situation)"  
[X Link](https://x.com/Im_Specter/status/1607458113061552130)  2022-12-26T19:27Z [----] followers, [---] engagements


"- InMode Ltd. $INMD https://x.com/Im_Specter/status/1617183703364472835s=20&t=YT04vAo2wj-wMuzaIB1CPw 1/9 Inmode Ltd. est une entreprise qui se consacre au dveloppement de technologies mdicales innovantes pour la chirurgie esthtique et la mdecine esthtique. Elle a russi se faire une place dans le march de la mdecine esthtique en proposant une gamme de pdts innovants. https://t.co/BBt90V9FyB https://x.com/Im_Specter/status/1617183703364472835s=20&t=YT04vAo2wj-wMuzaIB1CPw 1/9 Inmode Ltd. est une entreprise qui se consacre au dveloppement de technologies mdicales innovantes pour la chirurgie"  
[X Link](https://x.com/Im_Specter/status/1617184587016282114)  2023-01-22T15:37Z [----] followers, [---] engagements


"$SNDR Schneider National ATH. +11% today after good earnings. Drop from last year but better than estimates"  
[X Link](https://x.com/Im_Specter/status/1621220449752326145)  2023-02-02T18:54Z [----] followers, [---] engagements


"$COLM Columbia update his capital allocation strategic"  
[X Link](https://x.com/Im_Specter/status/1621945890696007681)  2023-02-04T18:56Z [----] followers, [---] engagements


"$COLM Columbia a beautiful track record"  
[X Link](https://x.com/Im_Specter/status/1621946667225186306)  2023-02-04T18:59Z [----] followers, [--] engagements


"$SNDR : Schneider National (NYSE:SNDR) Is Increasing Its Dividend To $0.09"  
[X Link](https://x.com/Im_Specter/status/1622663349522636801)  2023-02-06T18:27Z [----] followers, [--] engagements


"West Fraser Timber Co. Ltd. $WFG Supported by significant share buybacks in [----] ($4081M in 2022). Analysts predict EPS drop of -70% for [----] Notice to sell AMHA"  
[X Link](https://x.com/Im_Specter/status/1624416885147111424)  2023-02-11T14:35Z [----] followers, [---] engagements


"$CROX Crocs Inc. VE/EBITDA : 1114x PE : 1405x ROIC : 206% Profit margin : 1519% FCF Margin: 1404% FCF Yield: 66% Expected yearly EPS growth (next [--] years): 105%"  
[X Link](https://x.com/Im_Specter/status/1629570642256224256)  2023-02-25T19:54Z [----] followers, [---] engagements


"$MBU Malibu Boats Inc. VE/EBITDA : 497x (average over [--] years : 859x) PE : 736x (average over [--] years : 1713x) ROIC : 58% Profit margin : 1276% FCF Margin: 796% FCF Yield: 858% Expected EPS growth for the next [--] years: 799%"  
[X Link](https://x.com/Im_Specter/status/1629764148190932992)  2023-02-26T08:43Z [----] followers, [----] engagements


"$ALREW REWORLD MEDIA VE/EBITDA : 487x (average over [--] years : 644x) PE : 771x (average over [--] years : 1136x) ROIC : 1579% Profit margin : 798% FCF Margin: 415% FCF Yield: 665% Expected EPS growth for the next years: 86% *Does not meet my investment criteria"  
[X Link](https://x.com/Im_Specter/status/1632707426536284161)  2023-03-06T11:39Z [----] followers, [---] engagements


"$GIC I will go into more detail later"  
[X Link](https://x.com/Im_Specter/status/1632852393388826626)  2023-03-06T21:15Z [----] followers, [---] engagements


"$GIC through its subsidiaries operates as a value-added industrial distributor of industrial and maintenance repair and operation (MRO) products in North America. It offers products including storage and shelving safety and security carts and trucks HVAC and fans"  
[X Link](https://x.com/Im_Specter/status/1633066266746388480)  2023-03-07T11:25Z [----] followers, [--] engagements


"The company's financial performance has been strong with an average return on equity of over 40% and a ROIC over 30%"  
[X Link](https://x.com/Im_Specter/status/1633066280839266305)  2023-03-07T11:25Z [----] followers, [--] engagements


"Finally $GIC highlights a very important shareholder return policy. A dividend that has grown by 12% annually since [----] a share buyback programme. Payout Ratio of 34.80%"  
[X Link](https://x.com/Im_Specter/status/1633066283347443712)  2023-03-07T11:25Z [----] followers, [--] engagements


"- Global Industrial Company $GIC https://x.com/Im_Specter/status/1633066264498151424t=cw-sagfjPmERXnEukNkQDA&s=19 https://x.com/Im_Specter/status/1633066264498151424t=cw-sagfjPmERXnEukNkQDA&s=19"  
[X Link](https://x.com/Im_Specter/status/1633127281244684288)  2023-03-07T15:27Z [----] followers, [--] engagements


"$TGLS TECNOGLASS Inc. Movement in the capital: the holding company strengthens its position in the capital"  
[X Link](https://x.com/Im_Specter/status/1634106941017399297)  2023-03-10T08:20Z [----] followers, [---] engagements


"@fuckthedip Impressionnant Chipotle"  
[X Link](https://x.com/Im_Specter/status/1650956916321841196)  2023-04-25T20:16Z [----] followers, [---] engagements


"$FLT FleetCor Q1 [----] Revenues : $901.3M EPS : $3.8 The consensusEPS Estimate is $3.69(+1.1% Y/Y) The consensus Revenue Estimate is $881.03M (+11.6% Y/Y)"  
[X Link](https://x.com/Im_Specter/status/1653858277803929600)  2023-05-03T20:25Z [----] followers, [---] engagements


"$TGLS Tecnoglass Inc. : B. Riley maintient sa recommandation l'achat B. Riley est positif et recommande le titre l'achat. Auparavant situ [--] USD l'objectif de cours est rhauss [--] USD. Tecnoglass $TGLS : Q1 Non-GAAP EPS of $1.08 beats by $0.18. Revenue of $202.64M (+50.6% Y/Y) beats by $11.58M. Raises Full Year [----] Growth Outlook for Adjusted EBITDA1 to a range of $315 M to $335 M on Total Revenues of $810 M to $850 M vs $817.79M consensus. Tecnoglass $TGLS : Q1 Non-GAAP EPS of $1.08 beats by $0.18. Revenue of $202.64M (+50.6% Y/Y) beats by $11.58M. Raises Full Year [----] Growth Outlook for"  
[X Link](https://x.com/Im_Specter/status/1654531440774610955)  2023-05-05T17:00Z [----] followers, [---] engagements


"5: Skyworks Solution $SWKS Skyworks conoit fabrique et commercialise des produits semi-conducteurs exclusifs y compris la proprit intellectuelle Ratios : PE : 139x ROI (5y) : 219% ROE (5y) : 242% Marge nette (5y) : 257% % ev rev (5y) : 418% % ev BNA (5y) : 559%"  
[X Link](https://x.com/Im_Specter/status/1654553540319117313)  2023-05-05T18:27Z [----] followers, [--] engagements


"6: Lam Research Corp $LRCX LRC conoit fabrique vend des quipements de traitement de semi-conducteurs utiliss dans la fabrication de circuits intgrs Ratios: PE : 146x ROI (5y) : 327% ROE (5y) : 569% Marge nette (5y) : 248% % ev rev (5y) : 555% % ev BNA (5y) : 1486%"  
[X Link](https://x.com/Im_Specter/status/1654553544345915393)  2023-05-05T18:27Z [----] followers, [--] engagements


"$TGLS Tecnoglass new ATH today. Hit $49.06 Follow FCF"  
[X Link](https://x.com/Im_Specter/status/1658186890548240408)  2023-05-15T19:05Z [----] followers, [---] engagements


"13F's Pat Dorsey is out today. Real concentrate portfolio with high trust in. Dorsey follow the moat. Some trade. $PYPL Paypal is ligthen since [--] quarter. $GOOG hard buy now top [--] in ptf. $META stay in first place 22.98% of ptf"  
[X Link](https://x.com/Im_Specter/status/1658199554909413396)  2023-05-15T19:55Z [----] followers, [--] engagements


"Q1 13F'Buffet Portfolio. Q1 move : Add $HPQ $OXY $APPL $BAC New $COF $DEO $AMZN Red $GM $MCK $CVX Sell $USB $TSM $BK $RH"  
[X Link](https://x.com/Im_Specter/status/1658202215553572896)  2023-05-15T20:06Z [----] followers, 14.4K engagements


"Buffet TOP10 Holding $AAPL for 4644%. Huge"  
[X Link](https://x.com/Im_Specter/status/1658202570593107968)  2023-05-15T20:07Z [----] followers, [--] engagements


"Bill Ackman's 13F is out for Q1 Buy : $GOOG $GOOGL Add : $CP $HCC Reduce : $LOW $CMG $HLT Holding : $LOW for 1964% $CMG for 1721% $QSR for 159%"  
[X Link](https://x.com/Im_Specter/status/1658206277103656981)  2023-05-15T20:22Z [----] followers, [---] engagements


"Carl Icahn don't add more $IEP Icahn Entreprises. he must trust hindenburg's report for sure :D"  
[X Link](https://x.com/Im_Specter/status/1658207633373818882)  2023-05-15T20:28Z [----] followers, [---] engagements


"@Tradilmac $NVDA explose en ligne droite. Hyper valoris avec la hype de l'IA. Dj survaloris avec les cryptos et le mining puis avec la hausse des prix suite aux pnuries de puce et donc de carte graphique. A quand un retour a la normale pour NVDA alors que 2022-23-24 croissance flat"  
[X Link](https://x.com/Im_Specter/status/1659294871977357327)  2023-05-18T20:28Z [----] followers, [--] engagements


"@CapitalValor Just two : $RL $COLM"  
[X Link](https://x.com/Im_Specter/status/1659654232469807123)  2023-05-19T20:16Z [----] followers, [--] engagements


"OPA sur Greenhill $GHL Bruits de fuison chez Bunge $BG Des marchs financiers en pleine phase d'acclration. Les opportunits se restreignent et le portefeuille se rtrci"  
[X Link](https://x.com/Im_Specter/status/1662380362067062785)  2023-05-27T08:48Z [----] followers, [---] engagements


"We know since last report that $BG look for some acquisition. Nevertheless this merger should be lead by Viterra. For the moment the market is betting on $BG where Bunge shareholders would own a majority of the combined group. It cld boost value of $BG which remains discoun"  
[X Link](https://x.com/Im_Specter/status/1662772554308648962)  2023-05-28T10:47Z [----] followers, [---] engagements


"Sur $ARG ARGAN La famille Le Lan continue de se renforcer avec des achats rcurrents. Une dizaine de transactions depuis mai l'achat. [--] millions d'euros engag l'achat"  
[X Link](https://x.com/Im_Specter/status/1662781599274917888)  2023-05-28T11:23Z [----] followers, [--] engagements


"11 US companies GARP method : "GARP investing involves seeking out stocks offering sustained growth at a reasonable price." Equity attributes: - PE15 - EPS Growth (10y)10% - Debt/FP05 - ROI10% - ROI (5y)15% - Div Yield1% - [--] Week Price Change 0%"  
[X Link](https://x.com/Im_Specter/status/1663179283743875072)  2023-05-29T13:43Z [----] followers, [----] engagements


"1 : Dick's Sport $DKS The company provides fitness equipment golf equipment and hunting and fishing gear products. PE : [-----] EPS growth (10y) : 15.96% Dettes/FP : [---] ROI : 1673% ROI (5y) : 159% Dividend Yield : 319% [--] week change : 4827%"  
[X Link](https://x.com/Im_Specter/status/1663179285861900288)  2023-05-29T13:43Z [----] followers, [---] engagements


"2 : Black Stone Minerals $BSM Black Stone Minerals L.P. together with its subsidiaries owns and manages oil and natural gas mineral interests. PE : [----] EPS growth (10y) : 15.46% Dettes/FP : [--] ROI : 52.61% ROI (5y) : 18.55% Dividend Yield : 11.98% [--] week change : 0.13%"  
[X Link](https://x.com/Im_Specter/status/1663179288957394945)  2023-05-29T13:43Z [----] followers, [---] engagements


"3 : Ferguson $FERG Ferguson plc distributes plumbing and heating products in the United States and Canada. PE : [-----] EPS growth (10y) : 38.19% Dettes/FP : [----] ROI : 21.62% ROI (5y) : 16.69% Dividend Yield : 2.31% [--] week change : 23.78%"  
[X Link](https://x.com/Im_Specter/status/1663179291700461569)  2023-05-29T13:43Z [----] followers, [---] engagements


"5 : Marine Products Corp $MPX MP designs manu and sells recreational fiberglass powerboats for the sportboat sport fishing and jet markets WW. PE : [-----] EPS growth (10y) : 20.07% Dettes/FP : [--] ROI : 33.6% ROI (5y) : 29.62% Dividend Yield : 3.62% [--] week change : 45.85%"  
[X Link](https://x.com/Im_Specter/status/1663179297400528896)  2023-05-29T13:43Z [----] followers, [---] engagements


"6 : Mueller Industries Inc. $MLI MI manu and sells copper brass aluminum and plastic products in the US the U K Canada SK. PE : [----] EPS growth (10y) : 26.02% Dettes/FP : [------] ROI : 38.2% ROI (5y) : 24.78% Dividend Yield : 1.56% [--] week change : 42.6%"  
[X Link](https://x.com/Im_Specter/status/1663179299942289408)  2023-05-29T13:43Z [----] followers, [---] engagements


"7 : Nucor Corporation $NUE Nucor Corporation manufactures and sells steel and steel products. PE : [----] EPS growth (10y) : 33.67% Dettes/FP : [------] ROI : 28.3% ROI (5y) : 22.84% Dividend Yield : 1.5% [--] week change : 2.31%"  
[X Link](https://x.com/Im_Specter/status/1663179302312071170)  2023-05-29T13:43Z [----] followers, [---] engagements


"8 : Snap-On Inc $SNA Snap-on manu and markets tools equipment diagnostics and repair info and systems solutions for professional users WW. PE : [-----] EPS growth (10y) : 12.46% Dettes/FP : [------] ROI : 16.15% ROI (5y) : 15.16% Dividend Yield : 2.52% [--] week change : 17.37%"  
[X Link](https://x.com/Im_Specter/status/1663179305952657409)  2023-05-29T13:43Z [----] followers, [---] engagements


"Le 01/06/23 encore des achats de la famille Le Lan sur Argan $ARG 76k soit [--] [---] actions"  
[X Link](https://x.com/Im_Specter/status/1665757957563326464)  2023-06-05T16:30Z [---] followers, [---] engagements


"$FLT FLEETCOR. It is very strong and very undervalued"  
[X Link](https://x.com/Im_Specter/status/1666743569841782785)  2023-06-08T09:46Z [----] followers, [---] engagements


"In progress $BG"  
[X Link](https://x.com/Im_Specter/status/1666878609619812374)  2023-06-08T18:43Z [---] followers, [---] engagements


"Done Deal. $BG merge with Viterra for a $18B market cap. Viterra investors will receive approximately [----] million Bunge shares with a total value of approximately $6.2 billion and approximately $2 billion in cash. Bunge will also assume $9.8 billion of Viterra debt "  
[X Link](https://x.com/Im_Specter/status/1668666623606108178)  2023-06-13T17:08Z [---] followers, [---] engagements


"$ATE ALTEN SA Alten is European's No. [--] high-technology consulting and engineering group. GARP mode PE : [----] EPS growth (10y) : 1845% Debt/Capital : [---] ROI : 23.75% ROI (5y) : 15.33% Dividend Yield : 104% [--] week price change : 39%"  
[X Link](https://x.com/Im_Specter/status/1675559525544280064)  2023-07-02T17:38Z [----] followers, [----] engagements


"$TGLS Tecnoglass TGLS designs prod markets and installs architectural systems for the commercial and residential construction industries PE: 13.92x ROI (5y): 268% ROE (5y): 3264% Profit margin (5y): 9.9% FCF margin (5y): 65% % next ev rev (4y): 37% % next ev BNA (4y): 50%"  
[X Link](https://x.com/Im_Specter/status/1679829110858629121)  2023-07-14T12:24Z [----] followers, [---] engagements


"$HCCI Heritage-Crystal Clean HCCI provides parts cleaning hazardous and non-hazardous waste and used oil collection services. PE: 10.98x ROI (5y): 15.38% ROE (5y): 14.02% Profit margin (5y) : 6.4% FCF margin (5y) : 6.2% % next ev rev (5y) : 42.4% % next ev BNA (3y) : nc"  
[X Link](https://x.com/Im_Specter/status/1679829114872643585)  2023-07-14T12:24Z [----] followers, [---] engagements


"$MBU Malibu Boats MBU engages in the design engineering manufacturing marketing and sale of a range of recreational powerboats. PE: 7.03x ROI (5y): 44.54% ROE (5y): 32.8% Profit margin (5y) : 9.9% FCF margin (5y) : 9.4% % next ev rev (5y) : 48.7% % next ev BNA (5y) : 51.1%"  
[X Link](https://x.com/Im_Specter/status/1679831154512351232)  2023-07-14T12:32Z [----] followers, [---] engagements


"@Quality_stocksA Not the same financial performance (ROIC ROE) for $SGO. SGO 5y ROIC : [----] BLDR 5y ROIC : [-----] SGO 5y ROE : [----] BLDR 5y ROE : [-----] SGO has good fundamentals all the same but is not the best in the sector. Historically the US market has significantly outperformed the FR"  
[X Link](https://x.com/Im_Specter/status/1680119642830798848)  2023-07-15T07:38Z [----] followers, [--] engagements


"$GIC Good earnings if you look Consolidated Statements of Cash Flows Net cash provided by operating activities : +65M$ NET INCREASE IN CASH : +16.4M$ All this with Indoff acquisition"  
[X Link](https://x.com/Im_Specter/status/1686473524288933888)  2023-08-01T20:26Z [----] followers, [---] engagements


"$HCC - Warrior Met Coal Inc Energy - Oil Gas and Coal Market cap : 2.06bn Profit margin : 36.23% Profit margin (5y) : 28.14% EPS growth rate (5y) : 9.47% P/E : [----] P/FCF : [----] P/B : [----] ROI (5y) : 27.24% Interest Cover : 87.94"  
[X Link](https://x.com/Im_Specter/status/1687900105632849920)  2023-08-05T18:55Z [----] followers, [---] engagements


"On +/- [--] month my favorite stock screener outperform by +7.13% the MSCI World. This screener highlights quality stocks at attractive valuations. The best contributors to performance are : - $MATX with +28.68% - $BLD with +19.3% - $BLDR with +19.14%"  
[X Link](https://x.com/Im_Specter/status/1688170055446495233)  2023-08-06T12:48Z [----] followers, [---] engagements


"$TGLS TECNOGLASS ROIC to follow"  
[X Link](https://x.com/Im_Specter/status/1688959077823524877)  2023-08-08T17:03Z [----] followers, [---] engagements


"$FLT FLEETCORCEO We are raising our [----] guidance to reflect our second quarter beat. We are progressing with our strategic review and a range of options are on the table. An other -10% today"  
[X Link](https://x.com/Im_Specter/status/1689140097348763648)  2023-08-09T05:02Z [----] followers, [----] engagements


"$FLT $FLT FLEETCORCEO We are raising our [----] guidance to reflect our second quarter beat. We are progressing with our strategic review and a range of options are on the table. An other -10% today $FLT FLEETCORCEO We are raising our [----] guidance to reflect our second quarter beat. We are progressing with our strategic review and a range of options are on the table. An other -10% today"  
[X Link](https://x.com/Im_Specter/status/1689156952037683200)  2023-08-09T06:09Z [----] followers, [---] engagements


"Le 09/08/2023 de nouveaux achats de la part de la famille Le Lan sur $ARG Argan 42.8k soit [---] actions au prix de 70"  
[X Link](https://x.com/Im_Specter/status/1690050940567535616)  2023-08-11T17:21Z [---] followers, [---] engagements


"$ULTA Ulta Beauty Inc (NASDAQ: ULTA)"  
[X Link](https://x.com/Im_Specter/status/1690986566078935040)  2023-08-14T07:19Z [----] followers, [---] engagements


"$INFY Infosys Limited Infosys est spcialise dans le conseil la tech l'externalisation et les services de nouvelle gn. 3% du CA en Inde (62% en AmNord). 10-Year CAGR Revenue 9.4% EPS 6.5% 10-Yr Median Returns : ROE 24.1% ROIC 24.1% Valorisation : EV/EBITDA [----] P/E 23.7"  
[X Link](https://x.com/Im_Specter/status/1691097137399144448)  2023-08-14T14:39Z [----] followers, [---] engagements


"On $FLT FleetCor : Barclays est positif et recommande le titre l'achat. Auparavant situ [---] USD l'objectif de cours est rhauss [---] USD. L'analyse stratgique pour effectuer des cessions recentrage d'activit est toujours en cours"  
[X Link](https://x.com/Im_Specter/status/1691111838128410624)  2023-08-14T15:37Z [----] followers, [---] engagements


"@Loris_Dalleau Et le prochain trimestre il aura tout bazarder encore. Tout de mme Stellantis a se note. $SB heureusement c'est 0.37% du PTF je vois pas la thse la dessus"  
[X Link](https://x.com/Im_Specter/status/1691120925029064704)  2023-08-14T16:13Z [---] followers, [--] engagements


"$IPN IPSEN 10-Yr Median Returns ROE 18.1% ROIC 16.2% 10-Year CAGR Revenue 9.5% FCF 24.8% 10-Yr Median Margins EBIT 22.3% FCF 17.4% Valuation Ratios EV/EBITDA [---] P/E 22.3"  
[X Link](https://x.com/Im_Specter/status/1691130739767537664)  2023-08-14T16:52Z [----] followers, [---] engagements


"Renforcement de $FLT by [------] shares Hold [------] shares. PRU = $251.08 Portefeuille - Chase Coleman [--] Nouvelle position sur Eli Lilly [--] Renforcement consquent sur Meta Apollo Take-Two Interactive Intuit Nvidia et Lam [--] Allgement sur Microsoft https://t.co/KOhJ7htLbH Amazon Alphabet Workday ServiceNow https://t.co/eGiNzwpUEn Portefeuille - Chase Coleman [--] Nouvelle position sur Eli Lilly [--] Renforcement consquent sur Meta Apollo Take-Two Interactive Intuit Nvidia et Lam [--] Allgement sur Microsoft https://t.co/KOhJ7htLbH Amazon Alphabet Workday ServiceNow https://t.co/eGiNzwpUEn"  
[X Link](https://x.com/Im_Specter/status/1691167005083099136)  2023-08-14T19:16Z [----] followers, [----] engagements


"Buffett buy $NVR 😇"  
[X Link](https://x.com/Im_Specter/status/1691179398458671104)  2023-08-14T20:06Z [----] followers, [---] engagements


"$PYPL PayPal y a du monde dessus ici"  
[X Link](https://x.com/Im_Specter/status/1691818535612203466)  2023-08-16T14:25Z [----] followers, [----] engagements


"$COLM VS peers : $UA $PVH $LEVI (In this order)"  
[X Link](https://x.com/Im_Specter/status/1692059925281722773)  2023-08-17T06:24Z [----] followers, [---] engagements


"10-year price trend in the top-of-the-range clothing sector : $COLM in black $LEVI in orange $UA in purple $PVH in green"  
[X Link](https://x.com/Im_Specter/status/1692232467611066678)  2023-08-17T17:50Z [---] followers, [---] engagements


"Gurufocus notes a significant undervaluation of $PYPL The DCF gives a valuation of $85 i.e. an upside of +43%. Beware the downturn may well continue according to Mr Market. But the fundamentals and forthcoming publications could make us want to take an interest in $PYPL"  
[X Link](https://x.com/Im_Specter/status/1692575143904657872)  2023-08-18T16:32Z [---] followers, [----] engagements


"7 socits franaise ligible au PEA de Qualit avec les mtriques suivantes : - ROE 20% sur moyenne [--] ans - ROIC 15% sur moyenne [--] ans - Marge brute 40% sur moyenne [--] ans - Evolution du BNA 7% sur les [--] dernires annes. $EQS $ALFPC $GTT $RMS $DIM $SII $SWP"  
[X Link](https://x.com/Im_Specter/status/1692967863353553320)  2023-08-19T18:32Z [----] followers, 18.9K engagements


"$RMS - Hermes International SCA Herms International est spcialis dans la conception la fabrication et la commercialisation de produits de luxe. - ROE (5y) : 26.97% - ROIC (5y) : 22.32% - Marge brute (5y) : 70.12% - Evolution du BNA (10y) : 16.33%"  
[X Link](https://x.com/Im_Specter/status/1692967876695650540)  2023-08-19T18:32Z [----] followers, [---] engagements


"$DIM - Sartorius Stedim Biotech Sartorius est l'un des top fournisseurs d'quipements/services destins aux process de dv d'assurance qualit et de prod dans l'industrie biopharma. -ROE (5y): 29.8% -ROIC (5y): 20.4% -Marge brute (5y): 52.7% -Evolution du BNA (10y): 31.4%"  
[X Link](https://x.com/Im_Specter/status/1692967880185303313)  2023-08-19T18:32Z [----] followers, [---] engagements


"$TGLS Tecnoglass to More than Double Addressable Market with Strategic Entry into Vinyl Windows These investments should allow us to scale up our vinyl window opportunity to approximately $300 million in annual revenues over time. CFO Giraldo https://investors.tecnoglass.com/Press-Releases/news-details/2023/Tecnoglass-to-More-than-Double-Addressable-Market-with-Strategic-Entry-into-Vinyl-Windows/default.aspx https://investors.tecnoglass.com/Press-Releases/news-details/2023/Tecnoglass-to-More-than-Double-Addressable-Market-with-Strategic-Entry-into-Vinyl-Windows/default.aspx"  
[X Link](https://x.com/Im_Specter/status/1696134631005831372)  2023-08-28T12:16Z [----] followers, [----] engagements


"$MBUU For the full fiscal year [----] Malibu anticipates net sales decline percentage in the mid-to-high teens year-over-year and Adjusted EBITDA margin down 300-400 basis points year-over-year. $CATG $BEN $ALFPC impact"  
[X Link](https://x.com/Im_Specter/status/1696559810437697561)  2023-08-29T16:25Z [----] followers, [---] engagements


"$EVTC EVERTEC a cash machine EVERTEC is specialized in payment services and transaction processing for businesses in Latin America and the Caribbean. 10-year CAGR of EPS: 31.6% Free Cash Flow Margin: 30% Percentage of shares repurchased: 9.9% in 2022"  
[X Link](https://x.com/Im_Specter/status/1697157282729976174)  2023-08-31T08:00Z [---] followers, [---] engagements


"On august my favorite stock screener performed as well as the MSCI World Movement : - $NVR sold (+4.74%) - $CTRA sold (+9.15%) - $EVTC new - $HGBL new The best contributors to performance are : - $AMR with +29.36%% - $BLD with +20.24% - $ARCH with +19.64% +6.12% vs World On +/- [--] month my favorite stock screener outperform by +7.13% the MSCI World. This screener highlights quality stocks at attractive valuations. The best contributors to performance are : - $MATX with +28.68% - $BLD with +19.3% - $BLDR with +19.14% https://t.co/xlj9kvF2c9 On +/- [--] month my favorite stock screener outperform"  
[X Link](https://x.com/Im_Specter/status/1697980197222654366)  2023-09-02T14:30Z [----] followers, [----] engagements


"$MNST Monster Beverage C'est fort mais c'est aussi fort bien valu P/E moyen sur [--] dernires annes : 35.4x Croissance annualis du CA : 11.8% Croissance annualis des FCF: 11.1% La croissance se paye chre ici"  
[X Link](https://x.com/Im_Specter/status/1699736964474318890)  2023-09-07T10:50Z [----] followers, [--] engagements


"Exponent Inc. $EXPO A science and engineering consulting company specializing in two segments: Engineering and Other Scientific and Environmental and Health services. ROIC (10y) : 19.9% ROE (10y) : 20.5% EV/EBITDA : [----] FCF margin (10y) : 18.5% [----] Forecast : EPS +6.16%"  
[X Link](https://x.com/Im_Specter/status/1700861682438836719)  2023-09-10T13:20Z [----] followers, [---] engagements


"1 - $RMS Herms Produits de luxe. ROIC = 46.22% Marge brute = 71.42% Marge Free cash flow = 31.6% CAPEX/Ventes = [----] Croissance revenue att. = 16.23% Croissance BNA att. = 20.7% ➕Valorisation du dossier EV/EBITDA : [-----] PE [----] = [--] PE 5y = 51.9"  
[X Link](https://x.com/Im_Specter/status/1703059925058854923)  2023-09-16T14:55Z [----] followers, [---] engagements


"2 - $INF - Infotel Services informatiques ROIC = 21.65% Marge brute = 62.04% Marge Free cash flow = 101% CAPEX/Ventes = [----] Croissance revenue att. = 6.5% Croissance BNA att. = 45.24% ➕Valorisation du dossier EV/EBITDA : [---] PE [----] = [---] PE 5y = 19.5"  
[X Link](https://x.com/Im_Specter/status/1703059928296935855)  2023-09-16T14:55Z [---] followers, [---] engagements


"$FLT FLEETCOR enchaine les plus haut depuis la dcouverte de la valeur ici. +4895% sur l'anne [----] +1637% pour le SP500"  
[X Link](https://x.com/Im_Specter/status/1703072722756968757)  2023-09-16T15:45Z [----] followers, [----] engagements


"$TROW T. Rowe Price sous performe le march depuis le dbut de l'anne avec seulement un gain de +044%. Pourtant le dossier dispose de beaux arguments LT : ROIC 10y : 24.0% ROE 10y : 24.1% Marge FCF 10y : 29% Valorisation actuellement light : PE : [----] VE/EBITDA : 8.6"  
[X Link](https://x.com/Im_Specter/status/1703352917153964078)  2023-09-17T10:19Z [----] followers, [--] engagements


"Si vous deviez investir dans des boites du secteur ptrolier/gazier vous choisiriez laquelle (lesquelles) et pourquoi Jai une connaissance trs limite du secteur. Javais dj regard VNOM et EGY"  
[X Link](https://x.com/Im_Specter/status/1704056711055589401)  2023-09-19T08:55Z [---] followers, [----] engagements


"$CHKP Check Point Software Technologies Ltd. une entreprise exceptionnelle Leader mondial de la scurisation des rseaux Internet. En quelques chiffres : Marge FCF : 44.15% Marge brut : 88.09% ROIC (5y) : 16.58% ROE (5y) : 23.77% Croissance BNA 10y : 8.42% CAGR: 13.81%"  
[X Link](https://x.com/Im_Specter/status/1704211670690664685)  2023-09-19T19:11Z [----] followers, [----] engagements


"De la croissance prix value Voici ce que dfinie le style GARP. Et voici [--] valeurs suivant ces critres : Croissance BNA 5Y CAGR 15% Croissance CA 5Y CAGR 8% Croissance estim BNA NY 15% CFO 5Y CAGR 15% Earnings Yield 5% PEG actuel [--] PEG futur 1"  
[X Link](https://x.com/Im_Specter/status/1705609808160669927)  2023-09-23T15:47Z [---] followers, [----] engagements


"1 - $DE Deere & Co Spcialiste dans la commercialisation de matriels et d'quipements agricoles. Croissance BNA 5Y CAGR = 39.5% Croissance CA 5Y CAGR = 11.5% Croissance estim BNA NY = 40.5% CFO 5Y CAGR = 55.1% Earnings Yield = 8.4% PEG actuel = [---] PEG futur = 0.3"  
[X Link](https://x.com/Im_Specter/status/1705609811692237300)  2023-09-23T15:47Z [----] followers, [--] engagements


"2 - $DAR Darling Ingredients Produit des ingrdients naturels durables les secteurs pharma alimentaire Croissance BNA 5Y CAGR = 34.8% Croissance CA 5Y CAGR = 14.4% Croissance estim BNA NY = 17.4% CFO 5Y CAGR = 20.3% Earnings Yield = 8.7% PEG actuel = [---] PEG futur = 0.5"  
[X Link](https://x.com/Im_Specter/status/1705609815118979351)  2023-09-23T15:47Z [----] followers, [--] engagements


"⚠Ce thread ne constitue pas une recommandation d'achat/vente Actionnaire de $TGLS Si vous avez apprci ce thread : RT & Follow @Im_Specter"  
[X Link](https://x.com/Im_Specter/status/1705609987697836276)  2023-09-23T15:48Z [---] followers, [---] engagements


"$NOC Northrop Grumman Corporation pour jouer le secteur de la dfense"  
[X Link](https://x.com/Im_Specter/status/1706209419825221802)  2023-09-25T07:30Z [----] followers, [--] engagements


"Mueller Industries Inc. $MLI MI manu and sells copper brass aluminum and plastic products in the US the U K Canada SK. PE : [---] EPS growth (10y) : 26.02% Dettes/FP : [------] ROI : 38.2% ROI (5y) : 24.78% Dividend Yield : 1.65% YTD performance: +24.03%"  
[X Link](https://x.com/Im_Specter/status/1706299347653071202)  2023-09-25T13:27Z [----] followers, [---] engagements


"Snap-On Inc $SNA Spcialiste dans la fabrication et la commercialisation d'outillages et d'quipements de diagnostic destination des professionnels dans les secteurs du transport PE : [-----] EPS growth (10y) : 12.46% Dettes/FP : [----] ROI (5y) : 15.16% Dividend Yield : 2.55%"  
[X Link](https://x.com/Im_Specter/status/1707357638898364814)  2023-09-28T11:32Z [----] followers, [---] engagements


"Any news or rumors of a dividend cut at Realty Income $O It's for my research"  
[X Link](https://x.com/Im_Specter/status/1709239964196651133)  2023-10-03T16:12Z [----] followers, [---] engagements


"What do you think about $ULTA"  
[X Link](https://x.com/Im_Specter/status/1715105915404533908)  2023-10-19T20:41Z [----] followers, [----] engagements


"@WealthyReadings Have you looked at $UMC"  
[X Link](https://x.com/Im_Specter/status/1715759574731358264)  2023-10-21T15:58Z [----] followers, [---] engagements


"$ULTA Worth looking at"  
[X Link](https://x.com/Im_Specter/status/1715802575289692555)  2023-10-21T18:49Z [----] followers, [---] engagements


"@DividendDynasty Hard to find a good buy point on $WSM"  
[X Link](https://x.com/Im_Specter/status/1715818769497342173)  2023-10-21T19:54Z [----] followers, [---] engagements


"Thread sur $ULTA termin mais jai missclick la fermeture de la page. Donc peut-tre jamais"  
[X Link](https://x.com/Im_Specter/status/1716165345981964591)  2023-10-22T18:51Z [---] followers, [---] engagements


"$ULTA ULTA BEAUTY une valorisation au tapie Spcialiste dans la distribution de produits cosmtiques et de parfums. En quelques chiffres : Marge FCF : 11.5% Marge brut : 43.6% ROIC (5y) : 25.48% ROE (5y) : 42.09% Croissance BNA 10y : 23.82% Cours de bourse CAGR: 17.09%"  
[X Link](https://x.com/Im_Specter/status/1716528416399228985)  2023-10-23T18:54Z [---] followers, [----] engagements


"Compte de rsultat : (clture au [--] janvier) Croissance du CA annualise [--] ans : 15.92% CA [----] de l'ordre de [--] 208M$ qui devrait encore s'afficher en croissance en [----] Croissance BNA annualise [--] ans : 23.82% MB [----] : 43.6% MN [----] : 12.2%"  
[X Link](https://x.com/Im_Specter/status/1716528423743389974)  2023-10-23T18:54Z [---] followers, [---] engagements


"Flux de trsorerie : Sur l'exercice [----] les FCF sont en croissance et reprsentent 11.46% du CA. Les CAPEX d' $ULTA sont light : 21% d'OCF L'entreprise ralise trs peu d'acquisitions : [--] importantes en [----] pour $13.61M sur des stratups en IA"  
[X Link](https://x.com/Im_Specter/status/1716528429217063369)  2023-10-23T18:54Z [---] followers, [---] engagements


"Bilan : Dette nette : [--] 165M$ Endettement LT de [--] 620M$ du fait du retraitement en endettement des locations long dure du groupe (CBM) Goodwill de 11M$ en [----] Actifs intangibles de 1.3M$ en [----] CP de [--] 959M$ en [----] CP tangibles = [--] 947M$ Cycle d'exploitation maitris 🔽"  
[X Link](https://x.com/Im_Specter/status/1716528437047722400)  2023-10-23T18:54Z [---] followers, [---] engagements


"Forecast : Les [--] analystes qui suivent la valeurs lui donnent un avenir radieux. Croissance BNA en [----] : 7.97% Croissance CA en [----] : 11.37% Le CA devrait attendre 13.78B en [----] (10.21B en 2023) Le BNA devrait attendre [-----] en [----] (24.01 en 2023) A LT CAGR BNA : +9.68%"  
[X Link](https://x.com/Im_Specter/status/1716528441976099132)  2023-10-23T18:54Z [---] followers, [---] engagements


"Retour l'actionnaire : Sur une priode de [--] ans la mdian des diffrentes mtriques suivantes sont : ROA : 17.3% ROE : 30.4% ROIC : 26.7% A fin d'exercice [----] le ROIC est de 37.2% sur un plus haut aprs le passage covid"  
[X Link](https://x.com/Im_Specter/status/1716528446124208414)  2023-10-23T18:54Z [---] followers, [---] engagements


"Valorisation : Actuelle : PE : 146x EV/EBITDA : 930x Moyenne [--] ans : (exercice covid exclu) PE : 22.5x EV/EBITDA : 12.47x $ULTA souffre donc d'une sous valo par rapport son niveau de valo historique. Cela provient d'un ralentissement de la croissance aprs exo post covid"  
[X Link](https://x.com/Im_Specter/status/1716528450729550168)  2023-10-23T18:54Z [---] followers, [---] engagements


"@MichelBen69 Ma TL US cest bull"  
[X Link](https://x.com/Im_Specter/status/1717189298963796356)  2023-10-25T14:40Z [---] followers, [---] engagements


"Argan $ARG a va sentir lopa avec ces rachats dactions par bloc"  
[X Link](https://x.com/Im_Specter/status/1717941982721421673)  2023-10-27T16:31Z [---] followers, [---] engagements


"Le FCF Yield : "Rapport du Flux de trsorerie disponible (free cash-flow) sur la Valeur de l'actif conomique (EV). Mesure la Capacit d'une entreprise restituer des liquidits ses investisseurs en % de la valeur." Vernimmen Les plus gros FCF Yield sur le march FR 🔽🔽"  
[X Link](https://x.com/Im_Specter/status/1718535000704913828)  2023-10-29T07:47Z [---] followers, [----] engagements


"@contrarianiste Interesting thanks. Do you have an amount for the Topshop deal"  
[X Link](https://x.com/Im_Specter/status/1719018204490535044)  2023-10-30T15:47Z [---] followers, [--] engagements


"@tradingdedaubes la ralisation de nouvelles acquisitions stratgiques pour renforcer notre positionnement sur le march de l'audiovisuel et diversifier nos activits. OPA XILLAM"  
[X Link](https://x.com/Im_Specter/status/1719256677294145878)  2023-10-31T07:35Z [---] followers, [---] engagements


"$POOL Pool Corporation (NASDAQ: POOL) Pool Corporation est spcialis dans la distribution en gros d'quipements et de fournitures pour piscines"  
[X Link](https://x.com/Im_Specter/status/1719404674627813769)  2023-10-31T17:23Z [---] followers, [---] engagements


"Outch $PAYC"  
[X Link](https://x.com/Im_Specter/status/1719448388473655588)  2023-10-31T20:16Z [---] followers, [---] engagements


"Match Group $MTCH Pourquoi pas pour un fan de Tinder"  
[X Link](https://x.com/Im_Specter/status/1719460032977191173)  2023-10-31T21:03Z [---] followers, [---] engagements


"Jai peut tre trouv un truc"  
[X Link](https://x.com/Im_Specter/status/1719648114640896475)  2023-11-01T09:30Z [---] followers, [----] engagements


"$FLT Fleetcor Technologies un activiste dans l'avion En quelques chiffres : Marge FCF : 37.94% Marge brute : 77.52% ROIC (10y) : 9.9% ROE (10y) : 22.5% Croissance BNA 10y : 17.3% Cours de bourse CAGR: 17.81%"  
[X Link](https://x.com/Im_Specter/status/1719734530313986391)  2023-11-01T15:13Z [---] followers, [---] engagements


"Compte de rsultat : Croissance du CA annualise [--] ans : 16.26% CA [----] de l'ordre de [--] 427M$ qui devrait encore s'afficher en croissance en [----] (3 [---] M$ TTM) Croissance BNA annualise [--] ans : 15.15% MB [----] : 77.69% MN [----] : 27.85%"  
[X Link](https://x.com/Im_Specter/status/1719734539990298858)  2023-11-01T15:14Z [----] followers, [--] engagements


"Flux de trsorerie : Sur l'exercice [----] les FCF reprsentent 17.61% du CA. Les CAPEX de $FLT sont importants entre acquisitions et investissements: 48.8% d'OCF Les dernires acquisitions : Mina - Feb [--] [----] Roomex - Oct [--] [----] PlugSurfing - Sep [--] 2022"  
[X Link](https://x.com/Im_Specter/status/1719734543307948336)  2023-11-01T15:14Z [----] followers, [--] engagements


"$FLT applique une stratgie de rachat agressif de ses actions. Pour cela elle utilise ses FCF mais galement la dette. Nanmoins l'endettement de la socit est maitris et les ratios restent corrects. [--] 405.2$ M d'actions rachetes en [----] 621.9$ M d'actions rachetes LTM"  
[X Link](https://x.com/Im_Specter/status/1719734546277490796)  2023-11-01T15:14Z [---] followers, [--] engagements


"$MNST Monster donne son Q3 aprs la clture Aura-t-on droit une fentre dentre"  
[X Link](https://x.com/Im_Specter/status/1720159184090431930)  2023-11-02T19:21Z [---] followers, [---] engagements


"Paychex Inc. $PAYX Provides integrated human capital management solutions for HR payroll benefits and insurance services for small to med-sized businesses in the US EU and India. ROIC : 35.3% Debt / EBITDA : [---] Gross Margin : 71.3% FCF Margin : 36.5% FCF Yield : 4.65%"  
[X Link](https://x.com/Im_Specter/status/1721175582828867609)  2023-11-05T14:40Z [----] followers, [---] engagements


"$MED Medifast press release (NYSE:MED): Q3 GAAP EPS of $2.12. Revenue of $235.9M (-39.6% Y/Y). The company expects full-year [----] revenue to be in the range of $1050 million to $1070 million and full-year [----] diluted EPS to be in the range of $8.65 to $9.55"  
[X Link](https://x.com/Im_Specter/status/1721637496084107375)  2023-11-06T21:15Z [---] followers, [---] engagements


"$MED The companys balance sheet remains strong with cash cash equivalents and investment securities of $157.8million and no interest-bearing debt as of September30 [----] compared to $87.7 million in cash and cash equivalents and no debt at December31 2022"  
[X Link](https://x.com/Im_Specter/status/1721639146563760494)  2023-11-06T21:22Z [---] followers, [---] engagements


"Buy $TTWO prochainement pour financer mon GTA + PS5"  
[X Link](https://x.com/Im_Specter/status/1722309191937687647)  2023-11-08T17:44Z [---] followers, [---] engagements


"Buyback is an alternative to dividends as a means of remunerating shareholders. Here is a list of US companies with high buyback yields: - $MPC : 19.84% - $BLDR : 19.62% - $CAR : 19.41% - $MT : 15.72% - $STT : 14.79% - $DKS : 13.55%"  
[X Link](https://x.com/Im_Specter/status/1723361566127509877)  2023-11-11T15:26Z [---] followers, [---] engagements


"$BLDR Builders FirstSource Fournisseur de produits de construction de composants prfabriqus. Marge brute : 34.9% Marge FCF : 12.7% ROIC : 20.2% ROE : 34% FCF Yield : 14.4% Buyback Yield : 19.6% EV/EBITDA : 6.9x"  
[X Link](https://x.com/Im_Specter/status/1723763470309498928)  2023-11-12T18:03Z [----] followers, [---] engagements


"Avec des caractristiques pareilles $UNH a peut trs vite rejoindre le portefeuille"  
[X Link](https://x.com/Im_Specter/status/1723998537514373499)  2023-11-13T09:37Z [----] followers, [----] engagements


"@Loris_Dalleau Intressant la position sur $FTNT. Jaime bien sa faon de faire Smith"  
[X Link](https://x.com/Im_Specter/status/1724523848630951988)  2023-11-14T20:25Z [---] followers, [---] engagements


"Over the last few months the portfolio has outperformed the MSCI World Index. Movement : - $TGNA sold - $HGBL sold - $SURG bought - $MCFT bought The best performances are : - $AMR with 57.15% - $WSM with 45.88% - $ARCH with 38.35% Remimber: it's a virtual fund"  
[X Link](https://x.com/Im_Specter/status/1725943216829022312)  2023-11-18T18:25Z [----] followers, [----] engagements


"@MrTempus_ Fck le code Halloween. Mais vrai banger cette montre. Des envies davoir dautres marques /gammes sur le shop prochainement (GS Tissot)"  
[X Link](https://x.com/Im_Specter/status/1725965528869601335)  2023-11-18T19:53Z [----] followers, [----] engagements


"@ko_diafoirus @MrTempus_ Mais acheter une montre 200-300 et une montre 5k mme dans lhypothse de faire une PV cest pas le mme budget. Combien de gens peuvent mettre ne serait-ce que 1k dans une montre Ici tout le monde mais X cest la planque des mythomanes de notre air (a vous savez 😉)"  
[X Link](https://x.com/Im_Specter/status/1726173033696518219)  2023-11-19T09:38Z [----] followers, [--] engagements


"$MCFT MasterCraft Boat Holdings Inc. an other nautic player better than $MBU Malibu Growth CAGR: Rev 5Yr : +10.56% EPS 5Yr :+13.61% Margins : Gross : 24.39% FCF : 13.04% Financial Efficiency : ROIC : 29.2% ROE : 39.5% Balance Sheet : Net Cash : 37.4M$ Market Cap : 360.4M$"  
[X Link](https://x.com/Im_Specter/status/1726312056780193986)  2023-11-19T18:50Z [----] followers, [---] engagements


"@ubertortank @MichelBen69 @bourseko Tes un mytho voil le rsum"  
[X Link](https://x.com/Im_Specter/status/1727412789332078950)  2023-11-22T19:44Z [----] followers, [--] engagements


"Petite question/jeu : Est-ce que vous investissez dans une entreprise avec ces caractristiques: Mdical cote aux US quasi monopole un actionnaire de rfrence. En [----] : Marge OP : 49% Marge FCF : 30.5% PB : 061x PE : 6x FCF Yield : 50% Cash/Capi : 10x Ev du CA 🔽🔽"  
[X Link](https://x.com/Im_Specter/status/1728352451328418179)  2023-11-25T09:58Z [----] followers, [----] engagements


"@OlivierLevyne Dans le CR donc compris dans les flux d'activit"  
[X Link](https://x.com/Im_Specter/status/1728377452995453308)  2023-11-25T11:37Z [----] followers, [---] engagements


"Mme si ce n'est pas le jeu voici l'entreprise en question : Global Cord Blood socit de stockage de sang de cordon ombilical en Chine (🤮). Le hic : La socit (dont le sige est aux iles Caimans) est en procdure de liquidation pour maquillage de comptes/dtournement"  
[X Link](https://x.com/Im_Specter/status/1728703457639399757)  2023-11-26T09:13Z [----] followers, [--] engagements


"La montagne de cash indique dans les comptes n'existe en ralit pas. GT (le liquidateur) ne parvient pas mettre la main sur ce cash au fur et a mesure de ses recherches L'alerte a commenc avec une AGE demande par l'actionnaire majo en vue de refuser une acquisition douteuse"  
[X Link](https://x.com/Im_Specter/status/1728703460739015135)  2023-11-26T09:13Z [----] followers, [--] engagements


"@naragua_ a respire le +10 la"  
[X Link](https://x.com/Im_Specter/status/1728774204252918000)  2023-11-26T13:54Z [----] followers, [---] engagements


"1 - $ATE - Alten SA Alten est le leader europen de l'ingnierie et du conseil en hautes technologies. PE : [-----] Croissance EPS (10y) : 18.45% Dettes/FP : [------] ROI : 21.36% ROI (5y) : 15.33% Dividende Yield : 1.19% Evol prix [--] semaines : 1.70%"  
[X Link](https://x.com/Im_Specter/status/1728802380915921174)  2023-11-26T15:46Z [----] followers, [--] engagements


"2 - $AMB - Ambra SA Ambra SA est une socit base en Pologne qui produit importe et distribue des vins et des boissons non alcoolises en EU. PE : [----] Croissance EPS (10y) : 14% Dettes/FP : [----] ROI : 17.9% ROI (5y) : 16.8% Dividende Yield : 4% Evol prix [--] semaines : 40.3%"  
[X Link](https://x.com/Im_Specter/status/1728802384032178401)  2023-11-26T15:46Z [----] followers, [--] engagements


"5 - $ALCLA - Clasquin SA CLASQUIN est un spcialiste de l'ingnierie en transport arien et maritime et en logistique Overseas. PE : [-----] Croissance EPS (10y) : 26.32% Dettes/FP : [-----] ROI : 18.09% ROI (5y) : 17.99% Dividende Yield : 8.06% Evol prix [--] semaines : 35.69%"  
[X Link](https://x.com/Im_Specter/status/1728802392659906852)  2023-11-26T15:46Z [----] followers, [--] engagements


"6 - $DCR - Decora SA Decora SA est une socit base en Pologne qui produit et vend des articles de finition et de dcoration intrieure. PE : [----] Croissance EPS (10y) : 13.86% Dettes/FP : [------] ROI : 17.53% ROI (5y) : 22% Dividende Yield : 3.7% Evol prix [--] semaines : 73.2%"  
[X Link](https://x.com/Im_Specter/status/1728802398334865885)  2023-11-26T15:46Z [----] followers, [--] engagements


"8 - $ALFPC - Fountaine Pajot SA Fountaine Pajot figure parmi les 1ers constructeurs mondiaux de catamarans de croisire. PE : [----] Croissance EPS (10y) : 34.81% Dettes/FP : [------] ROI : 18.69% ROI (5y) : 15.26% Dividende Yield : 1.95% Evol prix [--] semaines : 2.16%"  
[X Link](https://x.com/Im_Specter/status/1728802407084110003)  2023-11-26T15:46Z [----] followers, [--] engagements


"9 - $NVT - Novita SA Novita SA est en Pologne et est spcialise dans les secteurs des textiles non tisss techniques et des tapis. PE : [----] Croissance EPS (10y) : 13.5% Dettes/FP : [----] ROI : 15.4% ROI (5y) : 19.9% Dividende Yield : 9.5% Evol prix [--] semaines : 36.1%"  
[X Link](https://x.com/Im_Specter/status/1728802410494103633)  2023-11-26T15:46Z [----] followers, [--] engagements


"Les ventes au dtail aux US lors de la journe du Black Friday ont augment de 25% d'une anne sur l'autre selon l'indicateur SpendingPulse de Mastercard sans tenir compte de l'inflation. Ce sont les ventes en ligne (+85%) qui ont fait la tendance $PYPL"  
[X Link](https://x.com/Im_Specter/status/1729035471261757937)  2023-11-27T07:12Z [----] followers, [--] engagements


"Signa & Julius Br"  
[X Link](https://x.com/Im_Specter/status/1729038399993176375)  2023-11-27T07:24Z [----] followers, [---] engagements


"Si $PYPL et $INMD font leur recovery en mme temps a va swinguer"  
[X Link](https://x.com/Im_Specter/status/1729843426517008718)  2023-11-29T12:43Z [----] followers, [--] engagements


"En hausse le lendemain de la mort du CHM Charlie Munger"  
[X Link](https://x.com/Im_Specter/status/1729905030839312410)  2023-11-29T16:47Z [----] followers, [---] engagements


"$SNOW has incredible SBC. More than 35% of his TTM rev"  
[X Link](https://x.com/Im_Specter/status/1730124057251643546)  2023-11-30T07:18Z [----] followers, [---] engagements


"@naragua_ Elle a dautres appart sur Paris Cest la trve hivernale jai plus envie de payer un loyer"  
[X Link](https://x.com/Im_Specter/status/1732022333865402875)  2023-12-05T13:01Z [----] followers, [---] engagements


"Comfort Systems USA Inc. $FIX Comfort Systems USA Inc. provides mechanical and replacement services for the mechanical and electrical services industry in the United State. PE Ratio : [----] Forward PE : [----] ROE : 26.3% ROIC : 21.67% FCF Margin : 10.5% FCF Yield : 7.72%"  
[X Link](https://x.com/Im_Specter/status/1732114498675159327)  2023-12-05T19:07Z [----] followers, [---] engagements


"@MoneyRadar_FR Il short un des REIT/trust cot du groupe. Pas Blackstone. Paie linformation"  
[X Link](https://x.com/Im_Specter/status/1732712589459644511)  2023-12-07T10:44Z [----] followers, [---] engagements


"Brunswick Corporation $BC Encore du bateaumais avec une sacre allocation du capital Shares Change (YoY) : -6.04%"  
[X Link](https://x.com/Im_Specter/status/1732741365220438167)  2023-12-07T12:38Z [----] followers, [---] engagements


"EVERTEC $EVTC une ppite sous les cocotiers Socit de traitement des transactions En quelques chiffres : Marge FCF : 30.31% Marge brut : 52.33% ROIC (5y) : 17.31% ROE (5y) : 42.84% Croissance BNA 10y : 14.67% Cours de bourse CAGR: 6.15% THREAD drouler 🔽🔽"  
[X Link](https://x.com/Im_Specter/status/1733431182526656799)  2023-12-09T10:19Z [----] followers, [---] engagements


"Activit : La socit fournit une gamme de services d'acquisition de commerants de traitement des paiements et de gestion des processus d'affaires. La socit opre travers trois segments : L'acquisition de commerants le traitement des paiements les solutions d'affaires"  
[X Link](https://x.com/Im_Specter/status/1733431185676578961)  2023-12-09T10:19Z [----] followers, [--] engagements


"Compte de rsultat : Croissance du CA annualise [--] ans : 6.43% CA [----] de l'ordre de 618.4M$ qui devrait encore s'afficher en croissance en [----] Croissance BNA annualise [--] ans : 14.67% MB [----] : 53.3% MN [----] : 38.6%"  
[X Link](https://x.com/Im_Specter/status/1733431191884222734)  2023-12-09T10:19Z [----] followers, [--] engagements


"Flux de trsorerie : Sur [----] les FCF sont en croissance et reprsentent 24.50% du CA. Les CAPEX d' $EVTC sont light : 10% d'OCF L'entreprise ralise des acquisitions pour tendre son march en Amrique latine. La dernire acquisition est Sinqia (logiciel finance Brsil)"  
[X Link](https://x.com/Im_Specter/status/1733431194874720415)  2023-12-09T10:19Z [----] followers, [--] engagements


"Sur une approche DCF la socit semble trs lgrement sous valu actuellement. DCF : $42.44 Prix action au 09/12/2023 : $39.14 Croissance annualis des FCF de 122% sur les [--] dernires annes. Modle GF : Croissance GS 122% (10) DR de 11% Croissance TS de 4% (10y)"  
[X Link](https://x.com/Im_Specter/status/1733431214172762430)  2023-12-09T10:19Z [----] followers, [--] engagements


"Synthse : + La structure de l'entreprise et sa politique de croissance tout en donnant du rendement aux actionnaires. + La diversification du business sur un segment du paiement/info financire porteur et dans une gographie porteuse"  
[X Link](https://x.com/Im_Specter/status/1733431217763102973)  2023-12-09T10:19Z [----] followers, [--] engagements


"- Une socit sans actionnaire de rfrence / socit difficilement OPAble. - Un besoin de renouvellement et d'acquisition importante pour suivre les volutions du secteur. - Un secteur go qui peut amener a de fortes contraintes (Politique/rglementaire) suivant les pays"  
[X Link](https://x.com/Im_Specter/status/1733431221730820376)  2023-12-09T10:19Z [----] followers, [--] engagements


"Mouais bof a va pas devenir un classique des films financiers"  
[X Link](https://x.com/Im_Specter/status/1733907572149674256)  2023-12-10T17:52Z [----] followers, [---] engagements


"@sah_stone Aprs compliqu dtre au niveau de TBS mme si cest pour moi pas le mieux. Mais faire un film un minimum entranant cest bien et la cest pas entranant je trouve. Dommage cest une histoire fort sympa"  
[X Link](https://x.com/Im_Specter/status/1733911245261062537)  2023-12-10T18:07Z [----] followers, [--] engagements


"Murphy USA Inc. $MUSA Murphy USA is an American corporation based in El Dorado Arkansas operating a chain of retail gas stations that are primarily located in proximity to Walmart stores"  
[X Link](https://x.com/Im_Specter/status/1734521214226383236)  2023-12-12T10:30Z [----] followers, [---] engagements


"Un petit portefeuille PEA franais qui paye pas de mine mais qui fait le taff: - IPSEN - GTT - VERALLIA - ALTEN Diversification gographique des activits qualit financire et solidit bilancielle management reconnu"  
[X Link](https://x.com/Im_Specter/status/1734623474516205842)  2023-12-12T17:17Z [----] followers, [--] engagements


"@Divs_King Si expertise sur le secteur la volatilit est moindre que dacheter des actions sur des secteurs quon ne matrise pas. Acheter des valeurs minires des REITS des cycliques et autres sans connaissances bonnes du secteur cest un tout droit bankrupt"  
[X Link](https://x.com/Im_Specter/status/1734848950610350180)  2023-12-13T08:13Z [----] followers, [--] engagements


"@Divs_King Lide du post cest de donner limpression que la diversification est quelque chose de bien alors que pas forcment"  
[X Link](https://x.com/Im_Specter/status/1734850253331833139)  2023-12-13T08:18Z [----] followers, [--] engagements


"@FinanceClean Et Dior offre le luxe de jouer une simplification de l'organigramme via OPA"  
[X Link](https://x.com/Im_Specter/status/1735003111557661010)  2023-12-13T18:25Z [----] followers, [--] engagements


"@bourseko @CapHornier_ Des aussi grosses entreprises que CMA/Maersk nont pas des relations pour outrepasser ces normes dans des pays classiques"  
[X Link](https://x.com/Im_Specter/status/1736102098406723584)  2023-12-16T19:12Z [----] followers, [--] engagements


"@tommydouziech La Sude. Mais les frais suivants le broker sont prendre en compte"  
[X Link](https://x.com/Im_Specter/status/1736338936039952463)  2023-12-17T10:53Z [----] followers, [---] engagements


"$MEDP MEDPACE Margins Gross: 65.5% Net: 15.3% FCF: 21.2% Returns (5Yr Avg) ROCE : 20.6% ROIC : 12.4% Growth (CAGR) Rev 5Yr : 23.8% Dil EPS 5Yr : 38.9% EPS LT Growth Est : 19.8% Valuation (NTM) Price Target : $281.2 Forward P/E [----] : [----] Forward FCF Yield [----] : 4.2"  
[X Link](https://x.com/Im_Specter/status/1736376266536767795)  2023-12-17T13:22Z [----] followers, [---] engagements


"@syskb @fuckthedip @DuconGoretti @MHoubben Ils brulent du cash pour rien actuellement donc jsp. Mais volatile donc si grosse news fR sur lhydro a peut dcaler. Mais pour jouer lhydro je viserai plutt FDE"  
[X Link](https://x.com/Im_Specter/status/1736441936431530088)  2023-12-17T17:43Z [----] followers, [---] engagements


"@JordanMontel_ @GroupeSamse Rien de graphique la dedans. La hausse rcente provient de la news sur le rachat de VM Matriaux"  
[X Link](https://x.com/Im_Specter/status/1736693255847186637)  2023-12-18T10:21Z [----] followers, [--] engagements


"@fuckthedip All in $ZIM la ppite"  
[X Link](https://x.com/Im_Specter/status/1736712785784922532)  2023-12-18T11:39Z [----] followers, [--] engagements


"$JD is that better than $BABA"  
[X Link](https://x.com/anyuser/status/1736818321692176863)  2023-12-18T18:38Z [--] followers, [----] engagements


"$SQM and Hancock Enter Into Implementation Deed with Azure Minerals"  
[X Link](https://x.com/Im_Specter/status/1737041633986629993)  2023-12-19T09:26Z [----] followers, [---] engagements


"Thread sur $GBT.PA Guerbet venir. Le cours remonte bien en cette fin danne aid par les rcentes news dapprobation dElucirem"  
[X Link](https://x.com/Im_Specter/status/1737100013048562112)  2023-12-19T13:18Z [----] followers, [--] engagements


"@syskb @fuckthedip @DuconGoretti @MHoubben McPhy signe le renouvellement de sa ligne de financement dilutif avec Vester Ah oui mais en faite a se short cette bouze"  
[X Link](https://x.com/Im_Specter/status/1737372493378162817)  2023-12-20T07:20Z [----] followers, [--] engagements


"Pas mal la perf sur le maritime. Moi on ma reco cette bouse. On a les contacts quon merite askip"  
[X Link](https://x.com/Im_Specter/status/1737527555593576729)  2023-12-20T17:37Z [----] followers, [---] engagements


"Pas dOPA finalement pour Groupe CRIT $CEN GROUPE CRIT ANNONCE LA SIGNATURE DUN ACCORD PORTANT SUR LACQUISITION DUNE PARTICIPATION MAJORITAIRE DANS LE CAPITAL DE LA SOCIETE OPENJOBMETIS COTEE SUR EURONEXT MILAN"  
[X Link](https://x.com/Im_Specter/status/1737739965155410420)  2023-12-21T07:41Z [----] followers, [---] engagements


"@Master_Bourse Les marges"  
[X Link](https://x.com/Im_Specter/status/1737743651772510264)  2023-12-21T07:55Z [----] followers, [---] engagements


"Tuto : comment devenir MILLIONNAIRE avec un CO pareil. Prerequis : avoir deux CTO dans des PF type Belize . Un CTO avec des titres et lautre avec du cash. Sassurer que la bote a un mcanisme de rachat dactions SUITE 🔽🔽🔽"  
[X Link](https://x.com/Im_Specter/status/1737828696176673034)  2023-12-21T13:33Z [----] followers, [--] engagements


"Purger le CO lachat puis faire des aller retour afin de faire baisser le prix au max. Vous faites loffre et la demande. Une fois que vous commencez accumuler le max dactions prix mini le rachat dactions va se mettre en place. Le prix remonte = VOUS TES RICHE. Merci"  
[X Link](https://x.com/Im_Specter/status/1737828698391290113)  2023-12-21T13:33Z [----] followers, [--] engagements


"@viceroyresearch Like lot of reits"  
[X Link](https://x.com/Im_Specter/status/1737859752305033382)  2023-12-21T15:37Z [----] followers, [---] engagements


"@FredericPatard @fuckthedip Passe ton portefeuille en USD"  
[X Link](https://x.com/Im_Specter/status/1737861496539885855)  2023-12-21T15:44Z [----] followers, [--] engagements


"Compte de rsultat : Croissance du CA annualise [--] ans : 6.88% CA [----] de l'ordre de 769.5M$ qui devrait encore s'afficher en croissance en [----] Croissance BNA annualise [--] ans : 9.65% MB [----] : 73.5% MN [----] : -53%"  
[X Link](https://x.com/Im_Specter/status/1737895713189593572)  2023-12-21T18:00Z [----] followers, [--] engagements


"Pourquoi une rentabilit affecte en 2022: - Un dcalage de la prod sur le site Raleigh la suite de difficults de recrutement. - La mise en place de ligne de prod pour Elucirem qui a impact la prod dOptiray. - Dprcation dactifs important li au recentrage de lactivit"  
[X Link](https://x.com/Im_Specter/status/1737895717539107000)  2023-12-21T18:00Z [----] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing