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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 stocks, $mcpa, eps, debt the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

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

- X Week XXXXX +331%
- X Month XXXXXX +1.30%
- X Months XXXXXX +72%
- X Year XXXXXXX +143%

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


### 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 +5.70%
- X Month XXX +7.60%
- X Months XXX +40%
- X Year XXX +64%

### CreatorRank: XXXXXXXXX [#](/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)  [technology brands](/list/technology-brands)  [luxury brands](/list/luxury-brands)  [automotive brands](/list/automotive-brands) 

**Social topic influence**
[stocks](/topic/stocks), [$mcpa](/topic/$mcpa), [eps](/topic/eps), [debt](/topic/debt), [$race](/topic/$race), [$puig](/topic/$puig), [$bkng](/topic/$bkng), [$cbavmc](/topic/$cbavmc), [$bfitas](/topic/$bfitas), [$spgi](/topic/$spgi)

**Top assets mentioned**
[Ferrari N.V. (RACE)](/topic/$race) [Booking Holdings Inc (BKNG)](/topic/$bkng) [S&P Global Inc (SPGI)](/topic/$spgi) [COTY INC (COTY)](/topic/$coty) [CME Group Inc (CME)](/topic/$cme) [Decentral Games ICE (ICE)](/topic/$ice) [AmsterdamCoin (AMS)](/topic/$ams) [Moody's Corporation (MCO)](/topic/$mco) [Novo-Nordisk (NVO)](/topic/$nvo) [Elcoin (EL)](/topic/$el) [Goldman Sachs (GS)](/topic/goldman-sachs) [Expedia Group Inc (EXPE)](/topic/$expe) [Airbnb Inc (ABNB)](/topic/$abnb) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/$msft) [Ferro (FER)](/topic/$fer) [General Electric Company (GE)](/topic/$ge) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Msci Inc (MSCI)](/topic/$msci) [MarketAxess Holdings Inc. (MKTX)](/topic/$mktx) [BetSwirl (BETS)](/topic/$bets) [Deutsche Bank Aktiengesellschaft (DB)](/topic/$db) [Osisko Gold Royalties Ltd (OR)](/topic/$or) [GSK plc (GSK)](/topic/$gsk) [Santiment Network Token (SAN)](/topic/$san) [Eden (EDEN)](/topic/$eden) [Parallax (PLX)](/topic/$plx)
### Top Social Posts [#](/creator/twitter::1457291807541366785/posts)
---
Top posts by engagements in the last XX hours

"@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1946233601495908776) 2025-07-18 15:40:24 UTC XXX followers, XXX engagements


"Morningstar May Best ideas Wide #moat on discount 🏰 My favourites and their discount πŸ”₯ $ASM.AS XX% $ASML XX% $MC.PA XX% πŸ’πŸ» $RHM.DE XX% 😲 $ADYEN XX% 🫣 $BESI.AS XX% High uncertainty for some ⚠"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1918579966079385709) 2025-05-03 08:14:44 UTC XXX followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1939981249109443022) 2025-07-01 09:35:47 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1783296750218047706) 2024-04-25 00:47:31 UTC XXX followers, XX 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 πŸ”₯ $AMS - seems cheap for quality narrow moat $EDR.MC - big year ahead +60% FCF 🀯- no moat yet other bets $ABNB $EXPE"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1943981800457404578) 2025-07-12 10:32:33 UTC XXX followers, XXX engagements


"Had a look at $BFIT.AS because its a compelling history. However I ended up prefering $CBAV.MC. Not same bussines. Look alike in terms of stability & lease model. Debt $CBAV πŸ‘ Growth XX% πŸ‘ Margin expectation ⚠ Both look cheap $BFIT & $CBAV on FCF😯 Interested in $BOWL.L"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1930933575894917482) 2025-06-06 10:23:34 UTC XXX followers, XXX engagements


"Positively surprised with $UMG results Revenue +11.8% EBITDA +23.1% πŸš€ $UMG.AS #UNIVERSAL"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1917260520001876425) 2025-04-29 16:51:43 UTC XXX followers, XXX engagements


"$BFIT.AS vs $CBAV.MC Rev 5Yr XXXX% vs XX% CAGR Dil EPS 5Yr -XX% vs XX% CAGR Total Return 5Yr XXX% vs XX% CAGR"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1947639140633210945) 2025-07-22 12:45:31 UTC XXX followers, XX engagements


"$LVMH $MC.PA at almost XX% drawdown. Charlie Munger : "If You Can't Handle A XX% Drop You Deserve A Mediocre Result" πŸ’Ž #BernardArnault keeps on buying"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1933587808683503784) 2025-06-13 18:10:32 UTC XXX followers, 1144 engagements


"$RACE Ferrari delivers only XX XXX car per year PFCF XX expected = 33"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1945520039286780290) 2025-07-16 16:24:58 UTC XXX followers, XX engagements


"@themattharbaugh In summary whatever happens tomorrow we still buy $GOOGL its cheap hahaha. πŸ˜…"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1947641308991897801) 2025-07-22 12:54:08 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1947639133549007173) 2025-07-22 12:45:29 UTC XXX followers, XX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1923673422766162237) 2025-05-17 09:34:18 UTC XXX followers, 2189 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1943328445200548336) 2025-07-10 15:16:21 UTC XXX followers, 1034 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1947639137369989152) 2025-07-22 12:45:30 UTC XXX followers, XXX engagements


"$FDJ.PA is πŸ”₯ today but metrics are still looking encouraging πŸ‘€πŸ‘‡ vs competitors $BETS $ENT $PTEC its is undevalued by βœ… +15% PE βœ… +21% EBIT Less data for FCF Forward metrics seem also good with forward PE '26 of XX and Revenue growth in '25 of XX% Source: Bloomberg $FDJ"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1891507450244661644) 2025-02-17 15:18:13 UTC XXX followers, XXX engagements


"Good results from $WKL Guidance maintained and revenue growth at 6%. Valuation is not cheap but it's due to its quality and XX% recurring revenues"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1785611710973264062) 2024-05-01 10:06:21 UTC XXX followers, XX engagements


"8 EU niche stocks πŸš€πŸ§΅ Big fish in a small pond 🐟 $GTT $GAW $VU.PA $NORBT.OL $RBT.PA $RACE $JDG.L"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1945520022757028156) 2025-07-16 16:24:54 UTC XXX followers, XXX engagements


"An StellarπŸ’« 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 πŸ‘‡πŸ”₯"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1897345685802115321) 2025-03-05 17:57:17 UTC XXX followers, 2764 engagements


"Interesting slides on the #Beauty sector Top picks $OR.PA XXXX price to fair value $PUIG XXXX $COTY XXXX $EL XXXX $ITP"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1924139650827841810) 2025-05-18 16:26:56 UTC XXX followers, XXX engagements


"Is Revenue Growth Everything πŸ‘€ Revenue growth with margin expansion πŸš€ vs. earnings dilution ⚠ X Examples πŸ‘‡πŸ§΅ $P911 vs $RACE $DIM.PA vs $NVO $BFIT.AS vs $CBAV.MC"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1947639125018087501) 2025-07-22 12:45:27 UTC XXX followers, XXX engagements


"Quick dive in $PUIG πŸ‘‡ 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 πŸš€ I like the improving margins and the insider ownership at 16%πŸ‘€"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1945865821068071373) 2025-07-17 15:18:58 UTC XXX followers, 1093 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1931647132659818910) 2025-06-08 09:38:59 UTC XXX followers, XXX engagements


"$RBT.PA Manufacturer that specializes in natural raw materials for aromes (parfums)"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1945520036849889600) 2025-07-16 16:24:57 UTC XXX followers, XXX 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% πŸ˜―πŸ‘€ Mainly due to $BEI.DE $ULVR.L $EL but still more expensive than $COTY & $puig"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1881700098587103400) 2025-01-21 13:47:18 UTC XXX followers, XXX engagements


"Not surprised about the announcement of negotiations between $ENX.pa & $EXAE.AT πŸ‘‡"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1940303012221915250) 2025-07-02 06:54:21 UTC XXX followers, XXX engagements


"Invert always Invert πŸ’œ #Europe reverse #FCF analysis vs 10y Operating CF/sh $ASLM.AS $RMS.PA $OR.PA look expensive vs past CF growth πŸ˜… $NOVO & $NEM.DE on the sweetspot πŸ˜‰ $AOF.DE $MC.PA $FDJ.PA $LVMH look cheap πŸ‚ $EVO is off charts too cheap πŸ€·β™‚"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1878026473967063049) 2025-01-11 10:29:38 UTC XXX followers, 3151 engagements


"I wanted to check $EDR.MC compared to peers. πŸ‘‡ 🩡 #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 πŸ₯‡ Watchlist : $AMS.MC Expensive : $TRST"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1930252454123176142) 2025-06-04 13:17:02 UTC XXX followers, XXX engagements


"Semaine charge de πŸ’Ž 28/04 $SU.PA ⚑ $PUIG πŸ’πŸ» 29/04 $DB.DE πŸ’° $SPOT $SPGI $BKNG 30/04 $EVO $ODD $ADYEN $ASM $KLAC 1/05 $MELI $AMZN 2/05 $TOI .AND MORE"  
![@JomaSilva88 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1457291807541366785.png) [@JomaSilva88](/creator/x/JomaSilva88) on [X](/post/tweet/1916431685568127328) 2025-04-27 09:58:14 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 Avatar @JomaSilva88 Pepe πŸš€

Pepe πŸš€ posts on X about stocks, $mcpa, eps, debt the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXX +331%
  • X Month XXXXXX +1.30%
  • X Months XXXXXX +72%
  • X Year XXXXXXX +143%

Mentions: XX #

Mentions Line Chart

Followers: XXX #

Followers Line Chart

  • X Week XXX +5.70%
  • X Month XXX +7.60%
  • X Months XXX +40%
  • X Year XXX +64%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


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

Social topic influence stocks, $mcpa, eps, debt, $race, $puig, $bkng, $cbavmc, $bfitas, $spgi

Top assets mentioned Ferrari N.V. (RACE) Booking Holdings Inc (BKNG) S&P Global Inc (SPGI) COTY INC (COTY) CME Group Inc (CME) Decentral Games ICE (ICE) AmsterdamCoin (AMS) Moody's Corporation (MCO) Novo-Nordisk (NVO) Elcoin (EL) Goldman Sachs (GS) Expedia Group Inc (EXPE) Airbnb Inc (ABNB) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Ferro (FER) General Electric Company (GE) Fair Isaac, Corp. (FICO) Msci Inc (MSCI) MarketAxess Holdings Inc. (MKTX) BetSwirl (BETS) Deutsche Bank Aktiengesellschaft (DB) Osisko Gold Royalties Ltd (OR) GSK plc (GSK) Santiment Network Token (SAN) Eden (EDEN) Parallax (PLX)

Top Social Posts #


Top posts by engagements in the last XX hours

"@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 Avatar @JomaSilva88 on X 2025-07-18 15:40:24 UTC XXX followers, XXX engagements

"Morningstar May Best ideas Wide #moat on discount 🏰 My favourites and their discount πŸ”₯ $ASM.AS XX% $ASML XX% $MC.PA XX% πŸ’πŸ» $RHM.DE XX% 😲 $ADYEN XX% 🫣 $BESI.AS XX% High uncertainty for some ⚠"
@JomaSilva88 Avatar @JomaSilva88 on X 2025-05-03 08:14:44 UTC XXX followers, XXX 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 Avatar @JomaSilva88 on X 2025-07-01 09:35:47 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 Avatar @JomaSilva88 on X 2024-04-25 00:47:31 UTC XXX followers, XX 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 πŸ”₯ $AMS - seems cheap for quality narrow moat $EDR.MC - big year ahead +60% FCF 🀯- no moat yet other bets $ABNB $EXPE"
@JomaSilva88 Avatar @JomaSilva88 on X 2025-07-12 10:32:33 UTC XXX followers, XXX engagements

"Had a look at $BFIT.AS because its a compelling history. However I ended up prefering $CBAV.MC. Not same bussines. Look alike in terms of stability & lease model. Debt $CBAV πŸ‘ Growth XX% πŸ‘ Margin expectation ⚠ Both look cheap $BFIT & $CBAV on FCF😯 Interested in $BOWL.L"
@JomaSilva88 Avatar @JomaSilva88 on X 2025-06-06 10:23:34 UTC XXX followers, XXX engagements

"Positively surprised with $UMG results Revenue +11.8% EBITDA +23.1% πŸš€ $UMG.AS #UNIVERSAL"
@JomaSilva88 Avatar @JomaSilva88 on X 2025-04-29 16:51:43 UTC XXX followers, XXX engagements

"$BFIT.AS vs $CBAV.MC Rev 5Yr XXXX% vs XX% CAGR Dil EPS 5Yr -XX% vs XX% CAGR Total Return 5Yr XXX% vs XX% CAGR"
@JomaSilva88 Avatar @JomaSilva88 on X 2025-07-22 12:45:31 UTC XXX followers, XX engagements

"$LVMH $MC.PA at almost XX% drawdown. Charlie Munger : "If You Can't Handle A XX% Drop You Deserve A Mediocre Result" πŸ’Ž #BernardArnault keeps on buying"
@JomaSilva88 Avatar @JomaSilva88 on X 2025-06-13 18:10:32 UTC XXX followers, 1144 engagements

"$RACE Ferrari delivers only XX XXX car per year PFCF XX expected = 33"
@JomaSilva88 Avatar @JomaSilva88 on X 2025-07-16 16:24:58 UTC XXX followers, XX engagements

"@themattharbaugh In summary whatever happens tomorrow we still buy $GOOGL its cheap hahaha. πŸ˜…"
@JomaSilva88 Avatar @JomaSilva88 on X 2025-07-22 12:54:08 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 Avatar @JomaSilva88 on X 2025-07-22 12:45:29 UTC XXX followers, XX 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 Avatar @JomaSilva88 on X 2025-05-17 09:34:18 UTC XXX followers, 2189 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 Avatar @JomaSilva88 on X 2025-07-10 15:16:21 UTC XXX followers, 1034 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 Avatar @JomaSilva88 on X 2025-07-22 12:45:30 UTC XXX followers, XXX engagements

"$FDJ.PA is πŸ”₯ today but metrics are still looking encouraging πŸ‘€πŸ‘‡ vs competitors $BETS $ENT $PTEC its is undevalued by βœ… +15% PE βœ… +21% EBIT Less data for FCF Forward metrics seem also good with forward PE '26 of XX and Revenue growth in '25 of XX% Source: Bloomberg $FDJ"
@JomaSilva88 Avatar @JomaSilva88 on X 2025-02-17 15:18:13 UTC XXX followers, XXX engagements

"Good results from $WKL Guidance maintained and revenue growth at 6%. Valuation is not cheap but it's due to its quality and XX% recurring revenues"
@JomaSilva88 Avatar @JomaSilva88 on X 2024-05-01 10:06:21 UTC XXX followers, XX engagements

"8 EU niche stocks πŸš€πŸ§΅ Big fish in a small pond 🐟 $GTT $GAW $VU.PA $NORBT.OL $RBT.PA $RACE $JDG.L"
@JomaSilva88 Avatar @JomaSilva88 on X 2025-07-16 16:24:54 UTC XXX followers, XXX engagements

"An StellarπŸ’« 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 πŸ‘‡πŸ”₯"
@JomaSilva88 Avatar @JomaSilva88 on X 2025-03-05 17:57:17 UTC XXX followers, 2764 engagements

"Interesting slides on the #Beauty sector Top picks $OR.PA XXXX price to fair value $PUIG XXXX $COTY XXXX $EL XXXX $ITP"
@JomaSilva88 Avatar @JomaSilva88 on X 2025-05-18 16:26:56 UTC XXX followers, XXX engagements

"Is Revenue Growth Everything πŸ‘€ Revenue growth with margin expansion πŸš€ vs. earnings dilution ⚠ X Examples πŸ‘‡πŸ§΅ $P911 vs $RACE $DIM.PA vs $NVO $BFIT.AS vs $CBAV.MC"
@JomaSilva88 Avatar @JomaSilva88 on X 2025-07-22 12:45:27 UTC XXX followers, XXX engagements

"Quick dive in $PUIG πŸ‘‡ 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 πŸš€ I like the improving margins and the insider ownership at 16%πŸ‘€"
@JomaSilva88 Avatar @JomaSilva88 on X 2025-07-17 15:18:58 UTC XXX followers, 1093 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 Avatar @JomaSilva88 on X 2025-06-08 09:38:59 UTC XXX followers, XXX engagements

"$RBT.PA Manufacturer that specializes in natural raw materials for aromes (parfums)"
@JomaSilva88 Avatar @JomaSilva88 on X 2025-07-16 16:24:57 UTC XXX followers, XXX 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% πŸ˜―πŸ‘€ Mainly due to $BEI.DE $ULVR.L $EL but still more expensive than $COTY & $puig"
@JomaSilva88 Avatar @JomaSilva88 on X 2025-01-21 13:47:18 UTC XXX followers, XXX engagements

"Not surprised about the announcement of negotiations between $ENX.pa & $EXAE.AT πŸ‘‡"
@JomaSilva88 Avatar @JomaSilva88 on X 2025-07-02 06:54:21 UTC XXX followers, XXX engagements

"Invert always Invert πŸ’œ #Europe reverse #FCF analysis vs 10y Operating CF/sh $ASLM.AS $RMS.PA $OR.PA look expensive vs past CF growth πŸ˜… $NOVO & $NEM.DE on the sweetspot πŸ˜‰ $AOF.DE $MC.PA $FDJ.PA $LVMH look cheap πŸ‚ $EVO is off charts too cheap πŸ€·β™‚"
@JomaSilva88 Avatar @JomaSilva88 on X 2025-01-11 10:29:38 UTC XXX followers, 3151 engagements

"I wanted to check $EDR.MC compared to peers. πŸ‘‡ 🩡 #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 πŸ₯‡ Watchlist : $AMS.MC Expensive : $TRST"
@JomaSilva88 Avatar @JomaSilva88 on X 2025-06-04 13:17:02 UTC XXX followers, XXX engagements

"Semaine charge de πŸ’Ž 28/04 $SU.PA ⚑ $PUIG πŸ’πŸ» 29/04 $DB.DE πŸ’° $SPOT $SPGI $BKNG 30/04 $EVO $ODD $ADYEN $ASM $KLAC 1/05 $MELI $AMZN 2/05 $TOI .AND MORE"
@JomaSilva88 Avatar @JomaSilva88 on X 2025-04-27 09:58:14 UTC XXX followers, XXX engagements

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