[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.] #  @JomaSilva88 Pepe 🚀 Pepe 🚀 posts on X about $mcpa, $lvmh, $race, stocks the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1457291807541366785/interactions)  - X Week XXXXX +15% - X Month XXXXXX +135% - X Months XXXXXX +98% - X Year XXXXXXX +175% ### Mentions: XX [#](/creator/twitter::1457291807541366785/posts_active)  - X Week XX -XXXX% - X Month XX +32% - X Months XXX +137% - X Year XXX +85% ### Followers: XXX [#](/creator/twitter::1457291807541366785/followers)  - X Week XXX +1.70% - X Month XXX +10% - X Months XXX +41% - X Year XXX +65% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1457291807541366785/influencer_rank)  ### Social Influence [#](/creator/twitter::1457291807541366785/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [technology brands](/list/technology-brands) XXXX% [luxury brands](/list/luxury-brands) XXXX% [automotive brands](/list/automotive-brands) XXXX% **Social topic influence** [$mcpa](/topic/$mcpa) 9.46%, [$lvmh](/topic/$lvmh) 8.11%, [$race](/topic/$race) 6.76%, [stocks](/topic/stocks) 5.41%, [$orpa](/topic/$orpa) 5.41%, [avg](/topic/avg) 4.05%, [$el](/topic/$el) 4.05%, [$puig](/topic/$puig) 4.05%, [$coty](/topic/$coty) 4.05%, [debt](/topic/debt) XXXX% **Top accounts mentioned or mentioned by** [@dutchinvestors](/creator/undefined) [@investinassets](/creator/undefined) [@dimitrynakhla](/creator/undefined) [@ecommerceshares](/creator/undefined) [@cj0pp3l](/creator/undefined) [@fuckthedip](/creator/undefined) [@qualitystocksa](/creator/undefined) [@irrationalmrkts](/creator/undefined) [@eugenengvcap](/creator/undefined) [@linvestisseur7](/creator/undefined) [@deniauthierry](/creator/undefined) [@themattharbaugh](/creator/undefined) [@quartr_app](/creator/undefined) [@stockbrain247](/creator/undefined) [@adrunkenmarcus](/creator/undefined) [@thelongaj](/creator/undefined) **Top assets mentioned** [Ferrari N.V. (RACE)](/topic/$race) [Elcoin (EL)](/topic/$el) [COTY INC (COTY)](/topic/$coty) [Moody's Corporation (MCO)](/topic/$mco) [S&P Global Inc (SPGI)](/topic/$spgi) [Novo-Nordisk (NVO)](/topic/$nvo) [AmsterdamCoin (AMS)](/topic/$ams) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/$msft) [Ferro (FER)](/topic/$fer) [General Electric Company (GE)](/topic/$ge) [Deutsche Bank Aktiengesellschaft (DB)](/topic/$db) [RealFevr (FEVR)](/topic/$fevr) [Effect.AI (EFX)](/topic/$efx) [Doximity, Inc. (DOCS)](/topic/$docs) [Osisko Gold Royalties Ltd (OR)](/topic/$or) [GSK plc (GSK)](/topic/$gsk) [Santiment Network Token (SAN)](/topic/$san) [Eden (EDEN)](/topic/$eden) [Parallax (PLX)](/topic/$plx) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Msci Inc (MSCI)](/topic/$msci) [MarketAxess Holdings Inc. (MKTX)](/topic/$mktx) [Goldman Sachs (GS)](/topic/goldman-sachs) [CME Group Inc (CME)](/topic/$cme) [Decentral Games ICE (ICE)](/topic/$ice) ### Top Social Posts [#](/creator/twitter::1457291807541366785/posts) --- Top posts by engagements in the last XX hours "$GOOGL $Veo3 potential is huge anyone can make a video of anything anywhere 🚀"  [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1948661563331666102) 2025-07-25 08:28:15 UTC XXX followers, XXX engagements "Learning points & exemple stocks from #ChrisHohn Focus on High Barriers to Entry🏰 * Irreplaceable Phys. Assets $AENA $FER * Intellectual Prop. $SAF.PA $GE * Network Effects $V * Intangibles $SPGI $MCO * Switching Costs $MSFT"  [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1923673422766162237) 2025-05-17 09:34:18 UTC XXX followers, 2199 engagements "An Stellar💫 YTD for the #DAX A quick look at some nice compounders with ROIC XX% 5y avg $AOG.DE XX% $YOC.DE XX% $NA9.DE XX% $MUM.DE XX% $DB XX% $RAA.DE XX% $NEM.DE XX% $BC8.DE XX% My favorite ones in violet 👇🔥"  [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1897345685802115321) 2025-03-05 17:57:17 UTC XXX followers, 2777 engagements "Positively surprised with $UMG results Revenue +11.8% EBITDA +23.1% 🚀 $UMG.AS #UNIVERSAL"  [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1917260520001876425) 2025-04-29 16:51:43 UTC XXX followers, XXX engagements "@DutchInvestors any reason given for that 🤯"  [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1949397915551551987) 2025-07-27 09:14:15 UTC XXX followers, XXX engagements "#Smithson AGM 🔥🔥 Looking for #MediumCap #SmallCap Some nice ideas 👇 * Technology One * Equifax $EFX ✅ * Rational $RAA.DE 💎 * Fischer and Paykel $FPH 👀 * Ambu $AMBU 😲 * Halma $HLMA 👀 * Diploma $DPLM * Doximity $DOCS 👀 * Fevertree $FEVR 🫳 * ADDTECH $ADD"  [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1917875832980119595) 2025-05-01 09:36:45 UTC XXX followers, XXX engagements "Interesting slides on the #Beauty sector Top picks $OR.PA XXXX price to fair value $PUIG XXXX $COTY XXXX $EL XXXX $ITP"  [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1924139650827841810) 2025-05-18 16:26:56 UTC XXX followers, XXX engagements "Is Revenue Growth Everything 👀 Revenue growth with margin expansion 🚀 vs. earnings dilution ⚠ X Examples 👇🧵 $P911 vs $RACE $DIM.PA vs $NVO $BFIT.AS vs $CBAV.MC"  [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1947639125018087501) 2025-07-22 12:45:27 UTC XXX followers, XXX engagements "Quick dive in $PUIG 👇 Currently trading at a XX% discou vs peers median $OR $COTY $ITP $BEI By the reducing debt and increasing ROIC (low last year due to an acquisition) it could 🚀 I like the improving margins and the insider ownership at 16%👀"  [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1945865821068071373) 2025-07-17 15:18:58 UTC XXX followers, 1620 engagements "European Stocks with Attractive P/FV Ratios: * $SAN : XXXX * $EDEN $PLX : XXX * $NOVN : XXXX * $GSK : XXXX * $MC.PA : XXXX * $ASML $AMS : XXXX Data as of June X 2025. Always do your own research #EuropeanStocks #Investing #ValueInvesting #Stocks"  [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1931647132659818910) 2025-06-08 09:38:59 UTC XXX followers, XXX engagements "The good the bad & the ugly for $LVMH $MC.PA GOOD: The crisis is pushing LVMH to innovate like the boat in Shangai 👇 net debt down FCF up BAD: Margin shrink tougher than expected UGLY: XX XX recovery 🤷♂ tariffs XX XX XX% High incertitude but low risk #dhando"  [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1948653551997059317) 2025-07-25 07:56:25 UTC XXX followers, 2170 engagements "Credit Rating are #CashMachines with average FCF margin XX% $SPGI trading within X avg but not much FCF growth expected in 2025 same for $MSCI $MCO & $MKTX $FICO still trading at XX P/FCF"  [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1943328445200548336) 2025-07-10 15:16:21 UTC XXX followers, 1163 engagements "Challenge your #MOAT checklist using #Gemini Pretty happy of the result below for $MC.PA $LVMH open to recommendations 🫡 grab the prompt below 👇"  [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1949394030984392841) 2025-07-27 08:58:49 UTC XXX followers, XXX engagements "$DIM.PA vs $NVO Rev 5Yr XXXX% vs XX% CAGR Dil EPS 5Yr -XXX% vs XX% CAGR Total Return 5Yr -X% vs +15% CAGR"  [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1947639137369989152) 2025-07-22 12:45:30 UTC XXX followers, XXX engagements "$RBT.PA Manufacturer that specializes in natural raw materials for aromes (parfums)"  [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1945520036849889600) 2025-07-16 16:24:57 UTC XXX followers, XXX engagements "@DimitryNakhla It was recently listed in Goldman Sachs screen. They favor stocks that check all X boxes: Strong durable revenue growth (202426E) Expanding operating margins Valuations at least X% below 5Y medians (on 2026E EV/EBITDA or P/E)"  [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1946233601495908776) 2025-07-18 15:40:24 UTC XXX followers, XXX engagements "Nice surprise from $FIE.DE $FIE SALES +13% ADJ. EBITDA +28% On uncertain time its good to have a quality defensive stock PE25 : XX P/CF : XXXX (excl leases) FY2025 GUIDANCE: SALES +24% ADJ 😎"  [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1917487694751404535) 2025-04-30 07:54:26 UTC XXX followers, XXX engagements "$LVMH $MC.PA at almost XX% drawdown. Charlie Munger : "If You Can't Handle A XX% Drop You Deserve A Mediocre Result" 💎 #BernardArnault keeps on buying"  [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1933587808683503784) 2025-06-13 18:10:32 UTC XXX followers, 1150 engagements "$OR.PA looks cheap compared to historical avg. Premium vs 5y avg PE : -XX% vs 5y avg Rev : -X% vs 5y avg P/FCF : -XX% $OR.PA looks expensive on PE vs peers +21% but cheap on P/FCF at -XX% 😯👀 Mainly due to $BEI.DE $ULVR.L $EL but still more expensive than $COTY & $puig"  [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1881700098587103400) 2025-01-21 13:47:18 UTC XXX followers, XXX engagements "Morningstar May Best ideas Wide #moat on discount 🏰 My favourites and their discount 🔥 $ASM.AS XX% $ASML XX% $MC.PA XX% 💁🏻 $RHM.DE XX% 😲 $ADYEN XX% 🫣 $BESI.AS XX% High uncertainty for some ⚠"  [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1918579966079385709) 2025-05-03 08:14:44 UTC XXX followers, XXX engagements "$RACE Ferrari delivers only XX XXX car per year PFCF XX expected = 33"  [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1945520039286780290) 2025-07-16 16:24:58 UTC XXX followers, XXX engagements "Invert always Invert 💜 #Europe reverse #FCF analysis vs 10y Operating CF/sh $ASLM.AS $RMS.PA $OR.PA look expensive vs past CF growth 😅 $NOVO & $NEM.DE on the sweetspot 😉 $AOF.DE $MC.PA $FDJ.PA $LVMH look cheap 🐂 $EVO is off charts too cheap 🤷♂"  [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1878026473967063049) 2025-01-11 10:29:38 UTC XXX followers, 3164 engagements "Market operators are Legal #CashPrintingMachine at a med. FCF% of XX% 🤯 Quick look at a great sector it could suffer in a downturn ⚠but no debt $EXAE : XX% 5Y CAGR EPS but lower FCF% at XX% $GPW : XXXX% 5Y CAGR EPS $ENX : X% FCF yield $BOLSAA $LSEG $CME $MCX $ICE"  [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1939981249109443022) 2025-07-01 09:35:47 UTC XXX followers, XXX engagements "Insanity check : After the worst month for the luxuty sector in years my favorite stock within the sector : $RMS : Expensive but resisted the slowdown $LVMH : Cheap & Wide Moat $MONC : recent seloff seems excesive $OR.PA : Defensive $SL.MI : Small cap. Backlog of 2y $RACE 😍"  [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1834612517483565365) 2024-09-13 15:18:04 UTC XXX followers, 3453 engagements "@ecommerceshares fully agree the equation is not straightforward for a falling knife ( $EL PE XX ) PE XX but FCF yield X% seems ok for the luxury juggernaut if it recovers in 2026 🔮 but if you ask me could the stock still go down I would say : "For sure -XX -XX even -XX% more " ⚠"  [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1948724454269338101) 2025-07-25 12:38:10 UTC XXX followers, XXX engagements "I liked $DBOEY results. Deutsche Borse AG reported a XX% increase in net revenue in Q1 2024 with organic growth at 6%. Valuation seems on target 🎯"  [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1783296750218047706) 2024-04-25 00:47:31 UTC XXX followers, XX engagements "I wanted to check $EDR.MC compared to peers. 👇 🩵 #FCF yield at XXX% Exp Rev growth above XX% EBITDA growth above XX% 😯 ⚠Net Debt/EBITDA seems high but could with growth Interesting surprise : $TRN.L $AUTO.L Favorite : $BKNG 🥇 Watchlist : $AMS.MC Expensive : $TRST"  [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1930252454123176142) 2025-06-04 13:17:02 UTC XXX followers, XXX engagements "i see this kind of covers & i think of great compounders $BKNG - expectations are low at +8% FCF growth but it could do better. wide moat in EU 🔥 $AMS - seems cheap for quality narrow moat $EDR.MC - big year ahead +60% FCF 🤯- no moat yet other bets $ABNB $EXPE"  [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1943981800457404578) 2025-07-12 10:32:33 UTC XXX followers, XXX engagements "$P911 vs $RACE Rev 5Yr XXX% vs XX% CAGR Dil EPS 5Yr -XX% vs XX% CAGR Total Return 5Yr -XX% vs +23% CAGR"  [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1947639133549007173) 2025-07-22 12:45:29 UTC XXX followers, XX engagements "8 EU niche stocks 🚀🧵 Big fish in a small pond 🐟 $GTT $GAW $VU.PA $NORBT.OL $RBT.PA $RACE $JDG.L"  [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1945520022757028156) 2025-07-16 16:24:54 UTC XXX followers, XXX 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.]
@JomaSilva88 Pepe 🚀
Pepe 🚀 posts on X about $mcpa, $lvmh, $race, stocks the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +15%
- X Month XXXXXX +135%
- X Months XXXXXX +98%
- X Year XXXXXXX +175%
Mentions: XX #
- X Week XX -XXXX%
- X Month XX +32%
- X Months XXX +137%
- X Year XXX +85%
Followers: XXX #
- X Week XXX +1.70%
- X Month XXX +10%
- X Months XXX +41%
- X Year XXX +65%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks XXXXX% finance XXXXX% cryptocurrencies XXXX% technology brands XXXX% luxury brands XXXX% automotive brands XXXX%
Social topic influence $mcpa 9.46%, $lvmh 8.11%, $race 6.76%, stocks 5.41%, $orpa 5.41%, avg 4.05%, $el 4.05%, $puig 4.05%, $coty 4.05%, debt XXXX%
Top accounts mentioned or mentioned by @dutchinvestors @investinassets @dimitrynakhla @ecommerceshares @cj0pp3l @fuckthedip @qualitystocksa @irrationalmrkts @eugenengvcap @linvestisseur7 @deniauthierry @themattharbaugh @quartr_app @stockbrain247 @adrunkenmarcus @thelongaj
Top assets mentioned Ferrari N.V. (RACE) Elcoin (EL) COTY INC (COTY) Moody's Corporation (MCO) S&P Global Inc (SPGI) Novo-Nordisk (NVO) AmsterdamCoin (AMS) Booking Holdings Inc (BKNG) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Ferro (FER) General Electric Company (GE) Deutsche Bank Aktiengesellschaft (DB) RealFevr (FEVR) Effect.AI (EFX) Doximity, Inc. (DOCS) Osisko Gold Royalties Ltd (OR) GSK plc (GSK) Santiment Network Token (SAN) Eden (EDEN) Parallax (PLX) Fair Isaac, Corp. (FICO) Msci Inc (MSCI) MarketAxess Holdings Inc. (MKTX) Goldman Sachs (GS) CME Group Inc (CME) Decentral Games ICE (ICE)
Top Social Posts #
Top posts by engagements in the last XX hours
"$GOOGL $Veo3 potential is huge anyone can make a video of anything anywhere 🚀"
@JomaSilva88 on X 2025-07-25 08:28:15 UTC XXX followers, XXX engagements
"Learning points & exemple stocks from #ChrisHohn Focus on High Barriers to Entry🏰 * Irreplaceable Phys. Assets $AENA $FER * Intellectual Prop. $SAF.PA $GE * Network Effects $V * Intangibles $SPGI $MCO * Switching Costs $MSFT" @JomaSilva88 on X 2025-05-17 09:34:18 UTC XXX followers, 2199 engagements
"An Stellar💫 YTD for the #DAX A quick look at some nice compounders with ROIC XX% 5y avg $AOG.DE XX% $YOC.DE XX% $NA9.DE XX% $MUM.DE XX% $DB XX% $RAA.DE XX% $NEM.DE XX% $BC8.DE XX% My favorite ones in violet 👇🔥" @JomaSilva88 on X 2025-03-05 17:57:17 UTC XXX followers, 2777 engagements
"Positively surprised with $UMG results Revenue +11.8% EBITDA +23.1% 🚀 $UMG.AS #UNIVERSAL" @JomaSilva88 on X 2025-04-29 16:51:43 UTC XXX followers, XXX engagements
"@DutchInvestors any reason given for that 🤯" @JomaSilva88 on X 2025-07-27 09:14:15 UTC XXX followers, XXX engagements
"#Smithson AGM 🔥🔥 Looking for #MediumCap #SmallCap Some nice ideas 👇 * Technology One * Equifax $EFX ✅ * Rational $RAA.DE 💎 * Fischer and Paykel $FPH 👀 * Ambu $AMBU 😲 * Halma $HLMA 👀 * Diploma $DPLM * Doximity $DOCS 👀 * Fevertree $FEVR 🫳 * ADDTECH $ADD" @JomaSilva88 on X 2025-05-01 09:36:45 UTC XXX followers, XXX engagements
"Interesting slides on the #Beauty sector Top picks $OR.PA XXXX price to fair value $PUIG XXXX $COTY XXXX $EL XXXX $ITP" @JomaSilva88 on X 2025-05-18 16:26:56 UTC XXX followers, XXX engagements
"Is Revenue Growth Everything 👀 Revenue growth with margin expansion 🚀 vs. earnings dilution ⚠ X Examples 👇🧵 $P911 vs $RACE $DIM.PA vs $NVO $BFIT.AS vs $CBAV.MC" @JomaSilva88 on X 2025-07-22 12:45:27 UTC XXX followers, XXX engagements
"Quick dive in $PUIG 👇 Currently trading at a XX% discou vs peers median $OR $COTY $ITP $BEI By the reducing debt and increasing ROIC (low last year due to an acquisition) it could 🚀 I like the improving margins and the insider ownership at 16%👀" @JomaSilva88 on X 2025-07-17 15:18:58 UTC XXX followers, 1620 engagements
"European Stocks with Attractive P/FV Ratios: * $SAN : XXXX * $EDEN $PLX : XXX * $NOVN : XXXX * $GSK : XXXX * $MC.PA : XXXX * $ASML $AMS : XXXX Data as of June X 2025. Always do your own research #EuropeanStocks #Investing #ValueInvesting #Stocks" @JomaSilva88 on X 2025-06-08 09:38:59 UTC XXX followers, XXX engagements
"The good the bad & the ugly for $LVMH $MC.PA GOOD: The crisis is pushing LVMH to innovate like the boat in Shangai 👇 net debt down FCF up BAD: Margin shrink tougher than expected UGLY: XX XX recovery 🤷♂ tariffs XX XX XX% High incertitude but low risk #dhando" @JomaSilva88 on X 2025-07-25 07:56:25 UTC XXX followers, 2170 engagements
"Credit Rating are #CashMachines with average FCF margin XX% $SPGI trading within X avg but not much FCF growth expected in 2025 same for $MSCI $MCO & $MKTX $FICO still trading at XX P/FCF" @JomaSilva88 on X 2025-07-10 15:16:21 UTC XXX followers, 1163 engagements
"Challenge your #MOAT checklist using #Gemini Pretty happy of the result below for $MC.PA $LVMH open to recommendations 🫡 grab the prompt below 👇" @JomaSilva88 on X 2025-07-27 08:58:49 UTC XXX followers, XXX engagements
"$DIM.PA vs $NVO Rev 5Yr XXXX% vs XX% CAGR Dil EPS 5Yr -XXX% vs XX% CAGR Total Return 5Yr -X% vs +15% CAGR" @JomaSilva88 on X 2025-07-22 12:45:30 UTC XXX followers, XXX engagements
"$RBT.PA Manufacturer that specializes in natural raw materials for aromes (parfums)" @JomaSilva88 on X 2025-07-16 16:24:57 UTC XXX followers, XXX engagements
"@DimitryNakhla It was recently listed in Goldman Sachs screen. They favor stocks that check all X boxes: Strong durable revenue growth (202426E) Expanding operating margins Valuations at least X% below 5Y medians (on 2026E EV/EBITDA or P/E)" @JomaSilva88 on X 2025-07-18 15:40:24 UTC XXX followers, XXX engagements
"Nice surprise from $FIE.DE $FIE SALES +13% ADJ. EBITDA +28% On uncertain time its good to have a quality defensive stock PE25 : XX P/CF : XXXX (excl leases) FY2025 GUIDANCE: SALES +24% ADJ 😎" @JomaSilva88 on X 2025-04-30 07:54:26 UTC XXX followers, XXX engagements
"$LVMH $MC.PA at almost XX% drawdown. Charlie Munger : "If You Can't Handle A XX% Drop You Deserve A Mediocre Result" 💎 #BernardArnault keeps on buying" @JomaSilva88 on X 2025-06-13 18:10:32 UTC XXX followers, 1150 engagements
"$OR.PA looks cheap compared to historical avg. Premium vs 5y avg PE : -XX% vs 5y avg Rev : -X% vs 5y avg P/FCF : -XX% $OR.PA looks expensive on PE vs peers +21% but cheap on P/FCF at -XX% 😯👀 Mainly due to $BEI.DE $ULVR.L $EL but still more expensive than $COTY & $puig" @JomaSilva88 on X 2025-01-21 13:47:18 UTC XXX followers, XXX engagements
"Morningstar May Best ideas Wide #moat on discount 🏰 My favourites and their discount 🔥 $ASM.AS XX% $ASML XX% $MC.PA XX% 💁🏻 $RHM.DE XX% 😲 $ADYEN XX% 🫣 $BESI.AS XX% High uncertainty for some ⚠" @JomaSilva88 on X 2025-05-03 08:14:44 UTC XXX followers, XXX engagements
"$RACE Ferrari delivers only XX XXX car per year PFCF XX expected = 33" @JomaSilva88 on X 2025-07-16 16:24:58 UTC XXX followers, XXX engagements
"Invert always Invert 💜 #Europe reverse #FCF analysis vs 10y Operating CF/sh $ASLM.AS $RMS.PA $OR.PA look expensive vs past CF growth 😅 $NOVO & $NEM.DE on the sweetspot 😉 $AOF.DE $MC.PA $FDJ.PA $LVMH look cheap 🐂 $EVO is off charts too cheap 🤷♂" @JomaSilva88 on X 2025-01-11 10:29:38 UTC XXX followers, 3164 engagements
"Market operators are Legal #CashPrintingMachine at a med. FCF% of XX% 🤯 Quick look at a great sector it could suffer in a downturn ⚠but no debt $EXAE : XX% 5Y CAGR EPS but lower FCF% at XX% $GPW : XXXX% 5Y CAGR EPS $ENX : X% FCF yield $BOLSAA $LSEG $CME $MCX $ICE" @JomaSilva88 on X 2025-07-01 09:35:47 UTC XXX followers, XXX engagements
"Insanity check : After the worst month for the luxuty sector in years my favorite stock within the sector : $RMS : Expensive but resisted the slowdown $LVMH : Cheap & Wide Moat $MONC : recent seloff seems excesive $OR.PA : Defensive $SL.MI : Small cap. Backlog of 2y $RACE 😍" @JomaSilva88 on X 2024-09-13 15:18:04 UTC XXX followers, 3453 engagements
"@ecommerceshares fully agree the equation is not straightforward for a falling knife ( $EL PE XX ) PE XX but FCF yield X% seems ok for the luxury juggernaut if it recovers in 2026 🔮 but if you ask me could the stock still go down I would say : "For sure -XX -XX even -XX% more " ⚠" @JomaSilva88 on X 2025-07-25 12:38:10 UTC XXX followers, XXX engagements
"I liked $DBOEY results. Deutsche Borse AG reported a XX% increase in net revenue in Q1 2024 with organic growth at 6%. Valuation seems on target 🎯" @JomaSilva88 on X 2024-04-25 00:47:31 UTC XXX followers, XX engagements
"I wanted to check $EDR.MC compared to peers. 👇 🩵 #FCF yield at XXX% Exp Rev growth above XX% EBITDA growth above XX% 😯 ⚠Net Debt/EBITDA seems high but could with growth Interesting surprise : $TRN.L $AUTO.L Favorite : $BKNG 🥇 Watchlist : $AMS.MC Expensive : $TRST" @JomaSilva88 on X 2025-06-04 13:17:02 UTC XXX followers, XXX engagements
"i see this kind of covers & i think of great compounders $BKNG - expectations are low at +8% FCF growth but it could do better. wide moat in EU 🔥 $AMS - seems cheap for quality narrow moat $EDR.MC - big year ahead +60% FCF 🤯- no moat yet other bets $ABNB $EXPE" @JomaSilva88 on X 2025-07-12 10:32:33 UTC XXX followers, XXX engagements
"$P911 vs $RACE Rev 5Yr XXX% vs XX% CAGR Dil EPS 5Yr -XX% vs XX% CAGR Total Return 5Yr -XX% vs +23% CAGR" @JomaSilva88 on X 2025-07-22 12:45:29 UTC XXX followers, XX engagements
"8 EU niche stocks 🚀🧵 Big fish in a small pond 🐟 $GTT $GAW $VU.PA $NORBT.OL $RBT.PA $RACE $JDG.L" @JomaSilva88 on X 2025-07-16 16:24:54 UTC XXX followers, XXX engagements