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# ![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1457291807541366785.png) @JomaSilva88 Pepe πŸš€

Pepe πŸš€ posts on X about $csu, acquisition, $nvo, $cost the most. They currently have XXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.

### Engagements: XX [#](/creator/twitter::1457291807541366785/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1457291807541366785/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXX +242%
- X Months XXXXXX -XXXX%
- X Year XXXXXXX +113%

### Mentions: X [#](/creator/twitter::1457291807541366785/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1457291807541366785/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XX +1.60%
- X Months XXX +31%
- X Year XXX +38%

### Followers: XXX [#](/creator/twitter::1457291807541366785/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1457291807541366785/c:line/m:followers.svg)

- X Week XXX +0.26%
- X Month XXX +3.20%
- X Months XXX +34%
- X Year XXX +38%

### CreatorRank: undefined [#](/creator/twitter::1457291807541366785/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1457291807541366785/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1457291807541366785/influence)
---

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [luxury brands](/list/luxury-brands)  [automotive brands](/list/automotive-brands)  [technology brands](/list/technology-brands)  [currencies](/list/currencies) 

**Social topic influence**
[$csu](/topic/$csu), [acquisition](/topic/acquisition), [$nvo](/topic/$nvo) #119, [$cost](/topic/$cost) #52, [$fast](/topic/$fast) #25, [$orpa](/topic/$orpa) #4, [long term](/topic/long-term) #1206, [$race](/topic/$race), [$novo](/topic/$novo), [$lifco](/topic/$lifco)

**Top assets mentioned**
[Novo-Nordisk (NVO)](/topic/$nvo) [Costco Hot Dog (COST)](/topic/$cost) [Fastenal Company (FAST)](/topic/$fast) [Ferrari N.V. (RACE)](/topic/$race) [Warner Music Group, Co. (WMG)](/topic/$wmg) [Adappter Token (ADP)](/topic/$adp) [Eli Lilly and Company (LLY)](/topic/$lly) [AstraZeneca PLC (AZN)](/topic/$azn)
### Top Social Posts [#](/creator/twitter::1457291807541366785/posts)
---
Top posts by engagements in the last XX hours

"Thinking about $Lifco πŸ€” πŸ‚ Bull Case: Strong growth via a disciplined sector-agnostic acquisition strategy Consistently acquires companies at attractive multiples (6-8x EBITA) underpinning a XX% EBITA CAGR from 2014-24πŸ“ˆ Unique perpetual X% profit-share for subsidiary CEOs"  
[X Link](https://x.com/JomaSilva88/status/1973042864470065345) [@JomaSilva88](/creator/x/JomaSilva88) 2025-09-30T15:10Z 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"  
[X Link](https://x.com/JomaSilva88/status/1947639137369989152) [@JomaSilva88](/creator/x/JomaSilva88) 2025-07-22T12:45Z XXX followers, XXX engagements


"@herrbacalhau @MaestroInvest my swedish is not "Bra" 🀣 Valuation is not everything (it's important but not all). Look at $COST $FAST $OR.PA Copco. many cases of low growth pricey valuations stable ROIC & great compounding year after year. It ok to disagree ahaha short term⚠ long term πŸš€"  
[X Link](https://x.com/JomaSilva88/status/1976570209373938053) [@JomaSilva88](/creator/x/JomaSilva88) 2025-10-10T08:47Z XXX followers, XXX engagements


"$RACE has mantained the same volume of shipments for the last X years while increasing Revenue 14%CAGR & FCF at XX% CAGR 🀯 Ferrari ships 13750 cars/y while there are around XXX Million individuals with wealth 10M$. I dont see reason to panic πŸ€·β™‚"  
[X Link](https://x.com/JomaSilva88/status/1976664081068441674) [@JomaSilva88](/creator/x/JomaSilva88) 2025-10-10T15:00Z XXX followers, 1295 engagements


"Challenge your #MOAT checklist using #Gemini Pretty happy of the result below for $MC.PA $LVMH open to recommendations 🫑 grab the prompt below πŸ‘‡"  
[X Link](https://x.com/JomaSilva88/status/1949394030984392841) [@JomaSilva88](/creator/x/JomaSilva88) 2025-07-27T08:58Z XXX followers, XXX engagements


"$UMG: A Blockbuster Stock 🎡 πŸ‚ case Compared to peers like $SONY $WMG has better ROIC XX% of Market share. Star Power Acceptable valuation for a WIDE moat 🐻case Margin Pressure M&A risk Execution risk AI #Stocks #StockAnalysis"  
[X Link](https://x.com/JomaSilva88/status/1967997396463521976) [@JomaSilva88](/creator/x/JomaSilva88) 2025-09-16T17:01Z XXX followers, XXX engagements


"@Tintincapital Been looking at some french politics big losers for a bargain. If you compare $ADP to $AENA or $DG.pa it is still at a premium. How would you justify that"  
[X Link](https://x.com/JomaSilva88/status/1975512868159205860) [@JomaSilva88](/creator/x/JomaSilva88) 2025-10-07T10:45Z XXX followers, XXX engagements


"@DutchInvestors Its just an easy target in hard context Valuation is not everything (it's important but not all). Look at $COST $FAST $OR.PA. many cases of low growth pricey valuations stable ROIC & great compounding year after year. It ok to disagree ahaha short term⚠ long term πŸš€"  
[X Link](https://x.com/JomaSilva88/status/1976569699392684334) [@JomaSilva88](/creator/x/JomaSilva88) 2025-10-10T08:45Z XXX followers, XXX engagements


"$NOVO remains the cheapest WIDE MOAT among peers according to MS: $NVO price/fair value = XXXX $LLY XXXX $AZN XXXX $SAN.PA XXXX (NARROW) They consider the akero acquisition as accretive (good combination with GLP-1)"  
[X Link](https://x.com/JomaSilva88/status/1977348903549673604) [@JomaSilva88](/creator/x/JomaSilva88) 2025-10-12T12:21Z XXX followers, 1616 engagements


"Looks like $RACE is correcting pretty hard on the back of these slides. Might be a good opportunity to buy"  
[X Link](https://x.com/JomaSilva88/status/1976266128616825315) [@JomaSilva88](/creator/x/JomaSilva88) 2025-10-09T12:38Z XXX followers, 3278 engagements


"@TacticzH Great list: $CSU $NOVO $EVO. Just to add an exotic niche monopoly: A big fish in a small pond $GTT.PA"  
[X Link](https://x.com/JomaSilva88/status/1977986785411309581) [@JomaSilva88](/creator/x/JomaSilva88) 2025-10-14T06:36Z XXX followers, 1092 engagements


"@adrivalue Nice. Do you prefer $CSU or $TOI and why"  
[X Link](https://x.com/JomaSilva88/status/1978521248352051514) [@JomaSilva88](/creator/x/JomaSilva88) 2025-10-15T17:59Z XXX followers, XXX engagements


"I decided to buy. πŸ₯ $CSU Philosophy: Become the perpetual owner of highly decentralized VMS firms BUs focused on exceptional ROIC Investment Case: proven M&A engine continuously deploying capital in VMS targets. This strategy fuels growth P/FV XXXX πŸ’Ž #VMS #CSU $TOI.V"  
[X Link](https://x.com/JomaSilva88/status/1978885351876792689) [@JomaSilva88](/creator/x/JomaSilva88) 2025-10-16T18:06Z 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 Avatar @JomaSilva88 Pepe πŸš€

Pepe πŸš€ posts on X about $csu, acquisition, $nvo, $cost the most. They currently have XXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.

Engagements: XX #

Engagements Line Chart

  • X Week XXXXX -XX%
  • X Month XXXXXX +242%
  • X Months XXXXXX -XXXX%
  • X Year XXXXXXX +113%

Mentions: X #

Mentions Line Chart

  • X Week XX -XX%
  • X Month XX +1.60%
  • X Months XXX +31%
  • X Year XXX +38%

Followers: XXX #

Followers Line Chart

  • X Week XXX +0.26%
  • X Month XXX +3.20%
  • X Months XXX +34%
  • X Year XXX +38%

CreatorRank: undefined #

CreatorRank Line Chart

Social Influence #


Social category influence stocks finance cryptocurrencies luxury brands automotive brands technology brands currencies

Social topic influence $csu, acquisition, $nvo #119, $cost #52, $fast #25, $orpa #4, long term #1206, $race, $novo, $lifco

Top assets mentioned Novo-Nordisk (NVO) Costco Hot Dog (COST) Fastenal Company (FAST) Ferrari N.V. (RACE) Warner Music Group, Co. (WMG) Adappter Token (ADP) Eli Lilly and Company (LLY) AstraZeneca PLC (AZN)

Top Social Posts #


Top posts by engagements in the last XX hours

"Thinking about $Lifco πŸ€” πŸ‚ Bull Case: Strong growth via a disciplined sector-agnostic acquisition strategy Consistently acquires companies at attractive multiples (6-8x EBITA) underpinning a XX% EBITA CAGR from 2014-24πŸ“ˆ Unique perpetual X% profit-share for subsidiary CEOs"
X Link @JomaSilva88 2025-09-30T15:10Z 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"
X Link @JomaSilva88 2025-07-22T12:45Z XXX followers, XXX engagements

"@herrbacalhau @MaestroInvest my swedish is not "Bra" 🀣 Valuation is not everything (it's important but not all). Look at $COST $FAST $OR.PA Copco. many cases of low growth pricey valuations stable ROIC & great compounding year after year. It ok to disagree ahaha short term⚠ long term πŸš€"
X Link @JomaSilva88 2025-10-10T08:47Z XXX followers, XXX engagements

"$RACE has mantained the same volume of shipments for the last X years while increasing Revenue 14%CAGR & FCF at XX% CAGR 🀯 Ferrari ships 13750 cars/y while there are around XXX Million individuals with wealth 10M$. I dont see reason to panic πŸ€·β™‚"
X Link @JomaSilva88 2025-10-10T15:00Z XXX followers, 1295 engagements

"Challenge your #MOAT checklist using #Gemini Pretty happy of the result below for $MC.PA $LVMH open to recommendations 🫑 grab the prompt below πŸ‘‡"
X Link @JomaSilva88 2025-07-27T08:58Z XXX followers, XXX engagements

"$UMG: A Blockbuster Stock 🎡 πŸ‚ case Compared to peers like $SONY $WMG has better ROIC XX% of Market share. Star Power Acceptable valuation for a WIDE moat 🐻case Margin Pressure M&A risk Execution risk AI #Stocks #StockAnalysis"
X Link @JomaSilva88 2025-09-16T17:01Z XXX followers, XXX engagements

"@Tintincapital Been looking at some french politics big losers for a bargain. If you compare $ADP to $AENA or $DG.pa it is still at a premium. How would you justify that"
X Link @JomaSilva88 2025-10-07T10:45Z XXX followers, XXX engagements

"@DutchInvestors Its just an easy target in hard context Valuation is not everything (it's important but not all). Look at $COST $FAST $OR.PA. many cases of low growth pricey valuations stable ROIC & great compounding year after year. It ok to disagree ahaha short term⚠ long term πŸš€"
X Link @JomaSilva88 2025-10-10T08:45Z XXX followers, XXX engagements

"$NOVO remains the cheapest WIDE MOAT among peers according to MS: $NVO price/fair value = XXXX $LLY XXXX $AZN XXXX $SAN.PA XXXX (NARROW) They consider the akero acquisition as accretive (good combination with GLP-1)"
X Link @JomaSilva88 2025-10-12T12:21Z XXX followers, 1616 engagements

"Looks like $RACE is correcting pretty hard on the back of these slides. Might be a good opportunity to buy"
X Link @JomaSilva88 2025-10-09T12:38Z XXX followers, 3278 engagements

"@TacticzH Great list: $CSU $NOVO $EVO. Just to add an exotic niche monopoly: A big fish in a small pond $GTT.PA"
X Link @JomaSilva88 2025-10-14T06:36Z XXX followers, 1092 engagements

"@adrivalue Nice. Do you prefer $CSU or $TOI and why"
X Link @JomaSilva88 2025-10-15T17:59Z XXX followers, XXX engagements

"I decided to buy. πŸ₯ $CSU Philosophy: Become the perpetual owner of highly decentralized VMS firms BUs focused on exceptional ROIC Investment Case: proven M&A engine continuously deploying capital in VMS targets. This strategy fuels growth P/FV XXXX πŸ’Ž #VMS #CSU $TOI.V"
X Link @JomaSilva88 2025-10-16T18:06Z XXX followers, XXX engagements

creator/x::JomaSilva88
/creator/x::JomaSilva88