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

Pepe 🚀 posts on X about $wklas, growth, ai, $wkl the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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

- [--] Week [-------] +11%
- [--] Month [-------] +2,861%
- [--] Months [-------] +561%
- [--] Year [-------] +633%

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

- [--] Month [--] -41%
- [--] Months [---] +1.60%
- [--] Year [---] +24%

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

- [--] Week [---] -0.50%
- [--] Month [---] +0.76%
- [--] Months [---] +8.80%
- [--] Year [---] +55%

### CreatorRank: [-------] [#](/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

**Social category influence**
[stocks](/list/stocks)  49.5% [finance](/list/finance)  24.75% [technology brands](/list/technology-brands)  16.83% [cryptocurrencies](/list/cryptocurrencies)  14.85% [financial services](/list/financial-services)  3.96% [countries](/list/countries)  1.98% [luxury brands](/list/luxury-brands)  1.98% [automotive brands](/list/automotive-brands)  1.98% [currencies](/list/currencies)  0.99% [travel destinations](/list/travel-destinations)  0.99%

**Social topic influence**
[$wklas](/topic/$wklas) #8, [growth](/topic/growth) 8.91%, [ai](/topic/ai) 6.93%, [$wkl](/topic/$wkl) #7, [stocks](/topic/stocks) #1752, [$orpa](/topic/$orpa) 6.93%, [$umg](/topic/$umg) 6.93%, [$adyen](/topic/$adyen) 5.94%, [$puig](/topic/$puig) 5.94%, [$umgas](/topic/$umgas) 5.94%

**Top accounts mentioned or mentioned by**
[@yorxt](/creator/undefined) [@dimitrynakhla](/creator/undefined) [@jordanmontel](/creator/undefined) [@investinassets](/creator/undefined) [@richardwedekin1](/creator/undefined) [@quartrapp](/creator/undefined) [@stoicalonso](/creator/undefined) [@nabulio91](/creator/undefined) [@locoswallstreet](/creator/undefined) [@renesellmann](/creator/undefined) [@kristinbentz](/creator/undefined) [@carlosmoram](/creator/undefined) [@ingjuanpa7](/creator/undefined) [@varorevilla](/creator/undefined) [@dinerocop](/creator/undefined) [@mastersinvest](/creator/undefined) [@tintincapital](/creator/undefined) [@stockmktnewz](/creator/undefined) [@marketmind](/creator/undefined) [@thedailyturbo](/creator/undefined)

**Top assets mentioned**
[Novo-Nordisk (NVO)](/topic/$nvo) [Evotec SE (EVO)](/topic/$evo) [Spotify Technology (SPOT)](/topic/$spot) [S&P Global Inc (SPGI)](/topic/$spgi) [Copart, Inc. (CPRT)](/topic/$cprt) [CME Group Inc (CME)](/topic/$cme) [Decentral Games ICE (ICE)](/topic/$ice) [Microsoft Corp. (MSFT)](/topic/microsoft) [RELX PLC (RELX)](/topic/$relx) [Now Coin (NOW)](/topic/$now) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Intuit Inc. (INTU)](/topic/$intu) [Duolingo, Inc.  (DUOL)](/topic/$duol) [ELYSIA (EL)](/topic/$el) [COTY INC (COTY)](/topic/$coty) [TotalEnergies SE (TTE)](/topic/$tte) [Osisko Gold Royalties Ltd (OR)](/topic/$or) [Warner Music Group Corp. (WMG)](/topic/$wmg) [Costco Hot Dog (COST)](/topic/$cost) [Fastenal Company (FAST)](/topic/$fast) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Ferrari N.V. (RACE)](/topic/$race) [RLX Technology Inc. (RLX)](/topic/$rlx) [Thomson Reuters Corporation (TRI)](/topic/$tri) [Adappter Token (ADP)](/topic/$adp)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Indutrade ⚔ Dominating Small Ponds 🏰 $INDT Cheap or not yet Seems so vs medians & peers like $ADDT & $LIFCO Bull bear case below 👇"  
[X Link](https://x.com/JomaSilva88/status/2017549713642315776)  2026-01-31T10:45Z [---] followers, [---] engagements


"@DimitryNakhla Same for some SAAS $SPGI & $CPRT 🤣🤭"  
[X Link](https://x.com/JomaSilva88/status/2022593380581081302)  2026-02-14T08:46Z [---] followers, [---] engagements


"Nice surprise from $FIE.DE $FIE SALES +13% ADJ. EBITDA +28% On uncertain time its good to have a quality defensive stock PE25 : [--] P/CF : [----] (excl leases) FY2025 GUIDANCE: SALES +24% ADJ 😎"  
[X Link](https://x.com/JomaSilva88/status/1917487694751404535)  2025-04-30T07:54Z [---] followers, [---] engagements


"@InvestInAssets Surprised to see #WoltersKluwer 💎 $WKL.AS That's a silent compounder at 18% CAGR"  
[X Link](https://x.com/JomaSilva88/status/1938575622072127563)  2025-06-27T12:30Z [---] followers, [---] engagements


"Challenge your #MOAT checklist using #Gemini Pretty happy of the result below for $MC.PA $LVMH open to recommendations 🫡 grab the prompt below 👇 https://docs.google.com/document/d/1W1E_Rsj_ILepXQ9jrmhY5nY_IQrf6m_WGzYZE6MuEPM/editusp=sharing https://docs.google.com/document/d/1W1E_Rsj_ILepXQ9jrmhY5nY_IQrf6m_WGzYZE6MuEPM/editusp=sharing"  
[X Link](https://x.com/JomaSilva88/status/1949394030984392841)  2025-07-27T08:58Z [---] followers, [---] engagements


"@yorxt If you ask me $WKL.AS is a BUY wide moat and defensive. If it it continues to go down wouldn't mind buying more. Compared to peers it is cheap ( $RLX $TRI) do your own research and tell me what you think 🙂"  
[X Link](https://x.com/JomaSilva88/status/1953913335553970389)  2025-08-08T20:16Z [---] followers, [---] engagements


"Today it trades near its pre-COVID price $AMS.MC but revenue is still below 2019"  
[X Link](https://x.com/JomaSilva88/status/1962604320622350376)  2025-09-01T19:51Z [---] followers, [---] 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)  2025-10-07T10:45Z [---] followers, [---] engagements


"@yorxt @StockMKTNewz Btw $WKL.AS keeps on correcting after good results 😓"  
[X Link](https://x.com/JomaSilva88/status/1986716037300289598)  2025-11-07T08:43Z [---] followers, [--] engagements


"$RMV.L buy or value trap With -15% Rightmove is close to its worst drawdown of -44% in sept '22. Valuation remains below 10y median at P/FCF [--] vs [--] PE [--] vs [--] 5y ROIC is 370% with FCF margin of 50% 🤯"  
[X Link](https://x.com/JomaSilva88/status/1986718216497020931)  2025-11-07T08:51Z [---] followers, [---] engagements


"$WKL.AS is an AI loser Wolter Kluver has compounded FCF at 8.3% CAGR in 10y P/FCF is around its 2016-20 median of [--] There has recently been some insider buying for 1M Euros"  
[X Link](https://x.com/JomaSilva88/status/1986743607378801114)  2025-11-07T10:32Z [---] followers, [---] engagements


"$WKL.AS Worters Kluwer Barclays: "Wolters now looks very cheap for its growth/ resilience 💎" It's currently trading below the low case 👇"  
[X Link](https://x.com/JomaSilva88/status/1990480689729302816)  2025-11-17T18:02Z [---] followers, [---] engagements


"@_market_mind Interesting company $LMAT Great FCF margin 💎😱"  
[X Link](https://x.com/JomaSilva88/status/1994693237483684333)  2025-11-29T09:01Z [---] followers, [--] engagements


"Do you like $ESLOF $EL.PA Essilor $FIE.DE Fielmann is a german peer on optical stores The stock is currently trading at 6.8% FCF yield (not adjusted for leases) 6% Earnings yield The company is - reducing debt✅ - FCF is expected to grow 10%✅. - Insiders own 72%✅"  
[X Link](https://x.com/JomaSilva88/status/1996546092025119180)  2025-12-04T11:44Z [---] followers, [---] engagements


"@yorxt @TheDailyTurbo On the 8th $WKL.AS presented it's AI solutions. https://assets.contenthub.wolterskluwer.com/api/public/content/3060139-wolters-kluwer-artificial-intelligence-teach-in-ed993f4be7v=f79f45bf https://assets.contenthub.wolterskluwer.com/api/public/content/3060139-wolters-kluwer-artificial-intelligence-teach-in-ed993f4be7v=f79f45bf"  
[X Link](https://x.com/JomaSilva88/status/1998161612759277623)  2025-12-08T22:43Z [---] followers, [---] engagements


"$WKL.AS 51% drawdown 🫣 You can argue that if you're not willing to react with equanimity to a market price decline of 50% two or three times a century you're not fit to be a common shareholder" Charlie Munger $WKL has compounded FCF at 9% almost linearly"  
[X Link](https://x.com/JomaSilva88/status/1998164854935597243)  2025-12-08T22:56Z [---] followers, [---] engagements


"JP Morgan note on Wolters Kluwer $WKL $WKL.AS Microsoft could change Health ecosystem remaining moat (1/4 reven) in 3-4 years * Pricing Pressure * Catalysts: It is hard to see any positive near-term catalysts"  
[X Link](https://x.com/JomaSilva88/status/1999474934830236082)  2025-12-12T13:42Z [---] followers, [---] engagements


"Morningstar's Top EU Picks Small/mid-caps offer most upside Rheinmetall : Wide moat strong def demand Wolters Kluwer : Wide moat recurring revenue Adyen : Wide moat in payments growth potential http://ADYEN.AS http://WKL.AS http://RHM.DE http://ADYEN.AS http://WKL.AS http://RHM.DE"  
[X Link](https://x.com/JomaSilva88/status/2004277672038617385)  2025-12-25T19:46Z [---] followers, [---] engagements


"Copart : A total-loss or a salvage stock for your portfolio after its -40% drawdown 🚗💎 $CPRT Recently read the best stock analysis out there and did a summary below 👇 Analysis : https://summitstocks.substack.com/p/copart-a-buy-after-a-40-drawdownutm_source=CleverReach&publication_id=2564209&post_id=182222852&utm_campaign=5%2BWrite-ups%2BWorth%2BYour%2BTime&isFreemail=true&r=2dlb5&triedRedirect=true&utm_medium=email&utm_content=Mailing_16783097"  
[X Link](https://x.com/JomaSilva88/status/2009604873533493432)  2026-01-09T12:35Z [---] followers, [----] engagements


"Relx $Relx and Wolters Kluwer $Wkl down after Anthropic released an AI-powered plugin for companies in-house legal teams. The plugin can automate contract review NDA triage compliance workflows legal briefings and templated responses. It doesnt provide legal advice"  
[X Link](https://x.com/JomaSilva88/status/2018658563766563027)  2026-02-03T12:11Z [---] followers, [----] engagements


"@BourbonInsider When you think about it $CSU $Now would need +100% to reach the ATH"  
[X Link](https://x.com/JomaSilva88/status/2020209500435730838)  2026-02-07T18:54Z [---] followers, [----] engagements


"@yorxt @RichardWedekin1 Not big fan of crypto personally 🙂"  
[X Link](https://x.com/JomaSilva88/status/2021561603964228076)  2026-02-11T12:26Z [---] followers, [--] engagements


"@yorxt @RichardWedekin1 If you like quality stocks it's a great buy moment. I like Microsoft I don't know if it's cheap cheap but it is always a good to add for any portfolio"  
[X Link](https://x.com/JomaSilva88/status/2022323625089470502)  2026-02-13T14:54Z [---] followers, [--] engagements


"Legacy giant vs AI orchestrator Salesforce $CRM vs ServiceNow $NOW at their highest FCF yield. The battle showdown and the Bear and Bull case for both ⚔👇"  
[X Link](https://x.com/anyuser/status/2013322807539613908)  2026-01-19T18:48Z [---] followers, [----] engagements


"Nemetschek SE at its highest FCF yield in a decade. $NEM.DE has compounded FCF at 21% CAGR 🚀 Vs $ADSK Bear and bull case below 👇"  
[X Link](https://x.com/anyuser/status/2014337400802009551)  2026-01-22T14:00Z [---] followers, [---] engagements


"$ISRG is a buy Intuitive Surgical moat explained below. 👇 Wouldn't mind buying around the low 30s PE. 🙏(Historically a great entry point)"  
[X Link](https://x.com/anyuser/status/2014778844218016029)  2026-01-23T19:14Z [---] followers, [---] engagements


"Next Quarters consensus for $NVO $NOVO 🫡 For Novo Nordisk Q4 could be a transition quarter at -1.3% revenue Q1 [--] could see revenue around equilibrium in USD With recent rebound valuation around [--] PE. 👇"  
[X Link](https://x.com/anyuser/status/2015717020105429502)  2026-01-26T09:22Z [---] followers, [----] engagements


"$CSU.TO reaches the 50% drawdown Anybody worried 👀😉"  
[X Link](https://x.com/anyuser/status/2016569107382931610)  2026-01-28T17:48Z [---] followers, [---] engagements


"$NOVO reaction explained 👇 Here we go again. 🗡🗡 $NVO reported FY25 results and issued a very cautious [----] outlook. 2025: Sales +10% Operating profit +6% Near the top end of prior guidance helped by U.S. gross-to-net adjustments [----] outlook: Sales growth 5% to 13% Operating profit growth 5% to 13% $NVO reported FY25 results and issued a very cautious [----] outlook. 2025: Sales +10% Operating profit +6% Near the top end of prior guidance helped by U.S. gross-to-net adjustments [----] outlook: Sales growth 5% to 13% Operating profit growth 5% to 13%"  
[X Link](https://x.com/JomaSilva88/status/2018734525962944539)  2026-02-03T17:13Z [---] followers, [----] engagements


"After the new guidance for $Novo all analysts adjust their estimates 👇 [----] should be at -5.5% for Novo Nordisk"  
[X Link](https://x.com/anyuser/status/2018975628934947036)  2026-02-04T09:11Z [---] followers, [----] engagements


"- Tired about AI 🤷♂👾 [--] BORING GARP stocks that don't care about AI below 🫠🙂 👇 OLVI $OLVAS : Resilient Growth 🍺 ROCE 21% 💎 PE NTM [--] - peace upside 🤔"  
[X Link](https://x.com/anyuser/status/2020212871053926818)  2026-02-07T19:07Z [---] followers, [--] engagements


"Fielmann $FIE : The German eyewear leader 🤓 ROCE 12% 🚀 PE NTM [--] Bull bear 👇"  
[X Link](https://x.com/anyuser/status/2020212883112558986)  2026-02-07T19:07Z [---] followers, [--] engagements


"Coloplast $COLOB High margin stability on sale ROCE 33% 🏰 PE NTM [--] bull bear 👇"  
[X Link](https://x.com/anyuser/status/2020212895519211683)  2026-02-07T19:07Z [---] followers, [---] engagements


"Bullish Monday for $NVO 🚨 BREAKING: $HIMS STOPS OFFERING GLP-1 PILL LAUNCHED EARLIER THIS WEEK https://t.co/FbslxBzbZO 🚨 BREAKING: $HIMS STOPS OFFERING GLP-1 PILL LAUNCHED EARLIER THIS WEEK https://t.co/FbslxBzbZO"  
[X Link](https://x.com/JomaSilva88/status/2020450852633264541)  2026-02-08T10:53Z [---] followers, [---] engagements


"Value trap or lifetime bargain 👀 After my last post on $RELX & $WKL.AS low valuation. A view on the consensus from bloomberg. 👇 Relx & Wolter Kluwer expaction show growth (high single digit) despite the low valuation (15 PE). https://x.com/JomaSilva88/status/2018658563766563027s=20 Relx $Relx and Wolters Kluwer $Wkl down after Anthropic released an AI-powered plugin for companies in-house legal teams. The plugin can automate contract review NDA triage compliance workflows legal briefings and templated responses. It doesnt provide legal advice. https://t.co/PJWV9DUEN9"  
[X Link](https://x.com/JomaSilva88/status/2022326712197886301)  2026-02-13T15:07Z [---] followers, [---] engagements


"Reverse Free Cash-flow bargains 💎🔥 [--] high moat stocks that require 15% FCF growth 👇 $CSU.TO 9% required vs. 23% in last 10years ✅ $DUOL 5% req vs. 250% in last 3y✅ $INTU 10% req vs. 19% in last 10y✅ $NEM.DE 135% vs. 21% in last 10y✅ $FDJU.PA 3% vs. 24% in 5y ✅"  
[X Link](https://x.com/JomaSilva88/status/2022348341557031156)  2026-02-13T16:33Z [---] followers, [----] engagements


"@long_equity Beautiful names. Just like $AOF $NEM is looking sexier everyday. https://x.com/i/status/2022348341557031156 Reverse Free Cash-flow bargains 💎🔥 [--] high moat stocks that require 15% FCF growth 👇 $CSU.TO 9% required vs. 23% in last 10years ✅ $DUOL 5% req vs. 250% in last 3y✅ $INTU 10% req vs. 19% in last 10y✅ $NEM.DE 135% vs. 21% in last 10y✅ $FDJU.PA 3% vs. 24% in 5y ✅ https://t.co/yfalu9enT5 https://x.com/i/status/2022348341557031156 Reverse Free Cash-flow bargains 💎🔥 [--] high moat stocks that require 15% FCF growth 👇 $CSU.TO 9% required vs. 23% in last 10years ✅ $DUOL 5% req"  
[X Link](https://x.com/JomaSilva88/status/2022593674270433650)  2026-02-14T08:48Z [---] followers, [---] engagements


"$adyen remains a long term opportunity"  
[X Link](https://x.com/JomaSilva88/status/2022669667245215828)  2026-02-14T13:50Z [---] followers, [---] engagements


"@t2dkfk8qb6 I like $Puig too but I think it's different as businesses. $RBT is only on the arme sector and it's providing to all players regardless of the brand. $Puig depends on it's marketing and it's brands. And I think it suffers more competition. What do you think"  
[X Link](https://x.com/JomaSilva88/status/1907713517852950529)  2025-04-03T08:35Z [---] followers, [---] engagements


"@Quality_stocksA it was a nice surprise but the weakness in US is not great. $OR.PA is investing heavily in north america so next quarters should be better. [----] revenue growth expected is around +4.2% This could maybe be good news for $EL"  
[X Link](https://x.com/JomaSilva88/status/1913138737539604501)  2025-04-18T07:53Z [---] followers, [---] engagements


"Hard landing for $EVO $EVO.ST I think analysts expectations should change but they are expecting Q2 revenue +9% Q3 -0.7% Q4 -5% Aftermath the stock is at [--] PE [--] expected"  
[X Link](https://x.com/JomaSilva88/status/1917638013821001810)  2025-04-30T17:51Z [---] followers, [---] engagements


"@StockBrain247 Fully agree it's hard to be better that perfect when you are already priced for perfection (i.e. $LLY $RMS.PA.)"  
[X Link](https://x.com/JomaSilva88/status/1919328730503159991)  2025-05-05T09:50Z [---] followers, [--] engagements


"A small $SU.PA to be $SLYG.BB good dynamic for Q1 Revenue +28.9% Net Profit +23.6% ⚠EBIT Margin 25.2% at -4.5% 👀"  
[X Link](https://x.com/JomaSilva88/status/1922949928474558540)  2025-05-15T09:39Z [---] followers, [---] engagements


"Interesting slides on the #Beauty sector Top picks $OR.PA [----] price to fair value $PUIG [----] $COTY [----] $EL [----] $ITP"  
[X Link](https://x.com/JomaSilva88/status/1924139650827841810)  2025-05-18T16:26Z [---] followers, [---] engagements


"@InvestInAssets Nice list. Not surprised $OR.PA and $UMG are in the list 😊. there some names I dont know so thanks 🙏 For others I would say $TTE or $ML.PA are value more than quality. Sorry but I'm not a big fan of $ORSTED"  
[X Link](https://x.com/JomaSilva88/status/1926550484577353889)  2025-05-25T08:06Z [---] followers, [---] engagements


"Not surprised about the announcement of negotiations between $ENX.pa & $EXAE.AT 👇 https://www.euronext.com/en/about/media/euronext-press-releases/euronext-statement-regarding-recent-press-speculations Market operators are Legal #CashPrintingMachine at a med. FCF% of 42% 🤯 Quick look at a great sector it could suffer in a downturn ⚠but no debt $EXAE : 27% 5Y CAGR EPS but lower FCF% at 33% $GPW : 11.4% 5Y CAGR EPS $ENX : 5% FCF yield $BOLSAA $LSEG $CME $MCX $ICE https://t.co/5R4Yy42Bx3"  
[X Link](https://x.com/JomaSilva88/status/1940303012221915250)  2025-07-02T06:54Z [---] followers, [---] engagements


"Quick dive in $PUIG 👇 Currently trading at a 30% 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%👀"  
[X Link](https://x.com/JomaSilva88/status/1945865821068071373)  2025-07-17T15:18Z [---] followers, [----] engagements


"The UGLY pt. [--] $MC.PA The fact that $LVMH sales are dramatically shrinking despite literally all global stock markets (and every other market) being at all time high should ring alarm bells for luxury investors. Theres only so much shiny trinkets people can own Stock at 21.7x 25E P/E. https://t.co/XiUqehnFEm The fact that $LVMH sales are dramatically shrinking despite literally all global stock markets (and every other market) being at all time high should ring alarm bells for luxury investors. Theres only so much shiny trinkets people can own Stock at 21.7x 25E P/E. https://t.co/XiUqehnFEm"  
[X Link](https://x.com/JomaSilva88/status/1948709067544748389)  2025-07-25T11:37Z [---] followers, [---] engagements


"$GTT.PA $GTT bull & bear case in [--] short video Bull Strong Financial Performance and Growth Robust Order Book and Market Position Bear Market and Operational Risks Competitive and Management Challenges Market Dynamics and Timing Concerns"  
[X Link](https://x.com/JomaSilva88/status/1966522047472750934)  2025-09-12T15:19Z [---] followers, [----] engagements


"$UMG: A Blockbuster Stock 🎵 🐂 case Compared to peers like $SONY $WMG has better ROIC 30% 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)  2025-09-16T17:01Z [---] followers, [----] engagements


"@Quartr_App @stoic_alonso @Nabulio91 @LocosWallStreet @ReneSellmann @KristinBentz @Carlos_MoraM @IngJuanPa7 @Varorevilla @DineroCOP Its interesting to mention that compared to its peers $PUIG is outperforming its peers in Americas : and btw its pronounced "push" 🤓"  
[X Link](https://x.com/JomaSilva88/status/1970837831015977335)  2025-09-24T13:08Z [---] followers, [---] engagements


"@stoic_alonso @pepiteseurope @Quartr_App @Nabulio91 @LocosWallStreet @ReneSellmann @KristinBentz @Carlos_MoraM @IngJuanPa7 @Varorevilla @DineroCOP I think the whole sector is going through a bad time. But it's only temporary. The could be some consolidation of some small brands upon bigger brands like $puig $or"  
[X Link](https://x.com/JomaSilva88/status/1971252374674211230)  2025-09-25T16:36Z [---] followers, [---] 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 🚀"  
[X Link](https://x.com/JomaSilva88/status/1976569699392684334)  2025-10-10T08:45Z [---] followers, [---] 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 🚀"  
[X Link](https://x.com/JomaSilva88/status/1976570209373938053)  2025-10-10T08:47Z [---] followers, [---] engagements


"$Adyen.as results 🚀 Adyen reported 598m in net revenue reflecting 20% YoY growth (23% on a constant-currency basis). This outperformed Jefferies 19-21% range & matched JPMs 593m forecast Q3 results aligned with guidance show resilience 💎despite macroeconomic challenges #Moat & Bull case for Adyen $ADYEN 🐂 A single unified platform creates a wide moat with high switching costs for merchants It's growing faster than the market by winning new clients and expanding with existing ones. Offline / POS opportunity is massive 🚀 #Bear case below👇 https://t.co/PH6aZbPMvB #Moat & Bull case for Adyen"  
[X Link](https://x.com/JomaSilva88/status/1983466037845860592)  2025-10-29T09:28Z [---] followers, [---] engagements


"$GTT the #LNG king 👑 Revenue up +29% 😲 Guidance revised upward 🚀 Valuation '25 PE [--] EV/FCF [--] 💎 $Gtt.pa"  
[X Link](https://x.com/JomaSilva88/status/1984367647048548656)  2025-10-31T21:11Z [---] followers, [----] engagements


"@GarpandChill Frankly I just read [--] chapters and so far so good The companies reviewed are : Lifco Indutrade Bergman & Beving Lagercrantz Addtech Constellation "Buy low sell high the saying goes. But in fact the most astounding investment returns come from buying well and selling never.""  
[X Link](https://x.com/JomaSilva88/status/2003825395880399134)  2025-12-24T13:49Z [---] followers, [---] engagements


"To this list below I would add $CPRT = 13% 🚗 Interesting for $ADYEN.AS 💎 Companies with a high net cash position compared to theire marketcap*💵 [--]. $JD 42% [--]. $PDD 36.9% [--]. $ADYEN 28.6% [--]. $PLUS.L 24.4% [--]. $BRKb 23.5% [--]. $OKTA 15.7% [--]. $NTDOY 12.5% *as of the latest report Companies with a high net cash position compared to theire marketcap*💵 [--]. $JD 42% [--]. $PDD 36.9% [--]. $ADYEN 28.6% [--]. $PLUS.L 24.4% [--]. $BRKb 23.5% [--]. $OKTA 15.7% [--]. $NTDOY 12.5% *as of the latest report"  
[X Link](https://x.com/JomaSilva88/status/2005102550920696288)  2025-12-28T02:24Z [---] followers, [---] engagements


"Looking for quality picks for [----] 📈 Top brokers have released some high-conviction calls 🧵 1/ Tech 🤖 * $GOOGL: AI leadership & search growth (JPMorgan) * $LSEG: European "AI winner" trading at a discount (JPMorgan) * Sony (6758): Entertainment & sensor growth (SMBC)"  
[X Link](https://x.com/JomaSilva88/status/2006485362802360730)  2025-12-31T21:59Z [---] followers, [---] engagements


"2/ Healthcare & MedTech 🧬 * $DHR & $TMO: Sustainable earnings power (Deutsche Bank) * $ISRG: Best-in-class innovation pipeline (JPMorgan) * $RGEN: Top pick for bioprocessing (Deutsche Bank) 3/ Industrials & Energy ⚡ * $SHEL: Superior cash yield & resilience (JPMorgan)"  
[X Link](https://x.com/JomaSilva88/status/2006485367348932660)  2025-12-31T21:59Z [---] followers, [---] engagements


"* Fuji Electric: Boosting capital efficiency. (SMBC NIKKO) * Hanwha Aerospace: Strong defense exports. (JPMorgan) 4/ Consumer & Materials 🏗 * $EQT: Private market growth leader (Citi) * $DKNG: Resilient high-end demand (JPMorgan) #Investing #StockMarket #2026Outlook"  
[X Link](https://x.com/JomaSilva88/status/2006485371903967414)  2025-12-31T21:59Z [---] followers, [---] engagements


"@DividendDynasty $HSY - Barron's published a bull note a couple of weeks back but not big fan (losing market share) $MSCI - No brainer cheap $RMV.L - facing competition in a tough market but amazin company. Also controlled risk"  
[X Link](https://x.com/JomaSilva88/status/1784500491474419782)  2024-04-28T08:30Z [---] followers, [---] engagements


"@JordanMontel_ C'est vrai que $FDJ.PA reste une valeur de qualit/croissance avec moins de risque de rgulation. Possibles risques/opportunits ⚠ Peut tre que la taxe sur les jeux d'argent peut tre revue mais aussi les casinos en ligne pourraient tre lgalises 🔮 https://x.com/JomaSilva88/status/1878026473967063049t=kAu01vb1ISG6se9W77N4-g&s=19 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 🤷♂"  
[X Link](https://x.com/JomaSilva88/status/1878434819861798915)  2025-01-12T13:32Z [---] followers, [---] engagements


"@HiddenValueGems Thanx for the amazing list 🙂 Would add $FDJ.PA"  
[X Link](https://x.com/JomaSilva88/status/1891451341031035000)  2025-02-17T11:35Z [---] followers, [---] engagements


"$FDJ.PA is 🔥 today but metrics are still looking encouraging 👀👇 vs competitors $BETS $ENT $PTEC its is undevalued by ✅ +15% PE ✅ +21% EBIT Less data for FCF Forward metrics seem also good with forward PE '26 of [--] and Revenue growth in '25 of 30% Source: Bloomberg $FDJ"  
[X Link](https://x.com/JomaSilva88/status/1891507450244661644)  2025-02-17T15:18Z [---] followers, [---] engagements


"Semaine charge de 💎 28/04 $SU.PA ⚡ $PUIG 💁🏻 29/04 $DB.DE 💰 $SPOT $SPGI $BKNG 30/04 $EVO $ODD $ADYEN $ASM $KLAC 1/05 $MELI $AMZN 2/05 $TOI .AND MORE"  
[X Link](https://x.com/JomaSilva88/status/1916431685568127328)  2025-04-27T09:58Z [---] followers, [---] engagements


"Positively surprised with $UMG results Revenue +11.8% EBITDA +23.1% 🚀 $UMG.AS #UNIVERSAL https://files.quartr.com/reports/a04c8-2025-04-29-03-09-52.pdf https://files.quartr.com/reports/a04c8-2025-04-29-03-09-52.pdf"  
[X Link](https://x.com/JomaSilva88/status/1917260520001876425)  2025-04-29T16:51Z [---] followers, [---] 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"  
[X Link](https://x.com/JomaSilva88/status/1917875832980119595)  2025-05-01T09:36Z [---] followers, [---] engagements


"@JordanMontel_ J'ai bien rat $SU.PA qui cette anne est devenu la premire entreprise du secteur de l'nergie Paris devant $TTE Un petit acteur que j'aime bien est $SLYG ligible au PEAPME et chang en Allemagne en euros 😊⚡"  
[X Link](https://x.com/JomaSilva88/status/1921508094720245993)  2025-05-11T10:10Z [---] followers, [----] 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 https://youtu.be/M01NZc2QlDksi=Vpb1llcXpM0FrrBp https://youtu.be/M01NZc2QlDksi=Vpb1llcXpM0FrrBp"  
[X Link](https://x.com/JomaSilva88/status/1923673422766162237)  2025-05-17T09:34Z [---] followers, [----] engagements


"@JordanMontel_ Pas intress par aucune de top [--] 😅 Du CAC j'aime bien $EL.PA -4% a cause de trump mais je pense qu'elle peut amorcer l'impacte des tariffs facilement $AI.PA dfensif $OR.PA dfensif"  
[X Link](https://x.com/JomaSilva88/status/1926187167266550124)  2025-05-24T08:03Z [---] followers, [---] engagements


"@DimitryNakhla Interesting. Similar with $UMG.AS that own around 3B$ in $SPOT stock 👀"  
[X Link](https://x.com/JomaSilva88/status/1926693860257767691)  2025-05-25T17:36Z [---] followers, [---] engagements


"$LVMH $MC.PA at almost 50% drawdown. Charlie Munger : "If You Can't Handle A 50% Drop You Deserve A Mediocre Result" 💎 #BernardArnault keeps on buying"  
[X Link](https://x.com/JomaSilva88/status/1933587808683503784)  2025-06-13T18:10Z [---] followers, [----] engagements


"Is Revenue Growth Everything 👀 Revenue growth with margin expansion 🚀 vs. earnings dilution ⚠ [--] Examples 👇🧵 $P911 vs $RACE $DIM.PA vs $NVO $BFIT.AS vs $CBAV.MC"  
[X Link](https://x.com/JomaSilva88/status/1947639125018087501)  2025-07-22T12:45Z [---] followers, [---] engagements


"$P911 vs $RACE Rev 5Yr 7.0% vs 13% CAGR Dil EPS 5Yr -33% vs 19% CAGR Total Return 5Yr -19% vs +23% CAGR"  
[X Link](https://x.com/JomaSilva88/status/1947639133549007173)  2025-07-22T12:45Z [---] followers, [--] engagements


"$DIM.PA vs $NVO Rev 5Yr 13.5% vs 19% CAGR Dil EPS 5Yr -5.1% vs 22% CAGR Total Return 5Yr -6% vs +15% CAGR"  
[X Link](https://x.com/JomaSilva88/status/1947639137369989152)  2025-07-22T12:45Z [---] followers, [---] engagements


"Solid results from the music king $UMG.AS achieves +10.2% (+5.3% considering FX) revenue and 40bps EBITDA margin expansion. The stock seem to be +2% in aftermarkets 💎🚀. Good acceleration in revenue growth across the board. $UMG: A Blockbuster Stock 🎵 🐂 case Compared to peers like $SONY $WMG has better ROIC 30% of Market share. Star Power Acceptable valuation for a WIDE moat 🐻case Margin Pressure M&A risk Execution risk AI #Stocks #StockAnalysis https://t.co/D2VDZ5eOfV $UMG: A Blockbuster Stock 🎵 🐂 case Compared to peers like $SONY $WMG has better ROIC 30% of Market share. Star Power"  
[X Link](https://x.com/JomaSilva88/status/1983967352178806976)  2025-10-30T18:40Z [---] followers, [---] engagements


"@DimitryNakhla Ill add $EVO and $ADYEN 💎🤓 https://x.com/JomaSilva88/status/1981731461628649756 $EVO stock reaching its cheapest valution in 10y Value trap or a great deal P/FCF 9.78% F P/E [----] I think it's reaching a "heads i win tails i don't lose much" moment. https://t.co/YnZoQFyjF5 https://x.com/JomaSilva88/status/1981731461628649756 $EVO stock reaching its cheapest valution in 10y Value trap or a great deal P/FCF 9.78% F P/E [----] I think it's reaching a "heads i win tails i don't lose much" moment. https://t.co/YnZoQFyjF5"  
[X Link](https://x.com/JomaSilva88/status/1986829027555025356)  2025-11-07T16:12Z [---] followers, [----] engagements


"Why $UMG.AS is up today 👇 $UMG FCF yield at all time high and PE at all time low. Bargain This court decision is very positive for @UMG whose share price experienced a 25% decline on fears that Bollore would have to sell its 18% stake in UMG to fund a buyout of minority Vivendi shareholders. The stock decline began this summer on July 28th with Cyrille Bollores This court decision is very positive for @UMG whose share price experienced a 25% decline on fears that Bollore would have to sell its 18% stake in UMG to fund a buyout of minority Vivendi shareholders. The stock decline began this"  
[X Link](https://x.com/JomaSilva88/status/1991175161463357576)  2025-11-19T16:02Z [---] followers, [---] engagements


"@JDFoxcroft Amazing buy and hold Just like $BRKA had some crazy drawdowns in the past. The strategy is still intact 👇"  
[X Link](https://x.com/JomaSilva88/status/1992161439419896232)  2025-11-22T09:21Z [---] followers, [---] engagements


"@LionCubsFund It feels incomplete to mention $LUM & $TOI without $CSU 🫣🤭 Great themes :). I could add sports ( $NKE / $flut ) with the football world cup 😁😇 🔮⚽"  
[X Link](https://x.com/JomaSilva88/status/2006709798449066273)  2026-01-01T12:51Z [---] followers, [---] engagements


"@yorxt Thanks buddy 🫶 For a [----] filled with compounders"  
[X Link](https://x.com/JomaSilva88/status/2006901681674469601)  2026-01-02T01:33Z [---] followers, [--] engagements


"$LMAT 🤍 * pricing power🏰 * Elite Margins💎 * Growth engine 💫 * dominating niche markets 🫀 LMAT is a niche landlord because their "rent" is such a small fraction of a hospital's total budget they can consistently raise prices #Investing #MedTech @yorxt"  
[X Link](https://x.com/JomaSilva88/status/2007281747713741121)  2026-01-03T02:43Z [---] followers, [---] engagements


"@mastersinvest Great Interesting finds. On my reading list I have [--] similar books of founders to propose then"  
[X Link](https://x.com/JomaSilva88/status/2020056488232767893)  2026-02-07T08:46Z [---] followers, [--] engagements


"11/01 Chiffre daffaires annuel EKINOPS $EKI"  
[X Link](https://x.com/JomaSilva88/status/1612813443597303808)  2023-01-10T14:07Z [---] followers, [--] engagements


"Pour demain $GRVO Voltz rsultats annuels Malheureusement elle a perdu le momentum en [----] avec l'augmentation du prix de l'nergie"  
[X Link](https://x.com/JomaSilva88/status/1620099359231848449)  2023-01-30T16:39Z [---] followers, [---] engagements


"$KNEBV seems cheap compared to $OTIS or $SCHN Expected Growth seems slower"  
[X Link](https://x.com/JomaSilva88/status/1767517056042225980)  2024-03-12T11:44Z [---] followers, [---] engagements


"Everyone is talking about $SPOT BUT another big winner is $UMG.AS holding 6.487.000 of shares valued at almost [--] B$ (market cap of [--] B$). Waiting for [----] annual report to see if they bought more 💎😉 Do you like $SPOT 🎶 Did you know $UMG holds [---] B$ 🔥 worth in shares (2023 annual report). Also it holds a big stake in $TME. https://t.co/tWXuMAx2Db Do you like $SPOT 🎶 Did you know $UMG holds [---] B$ 🔥 worth in shares (2023 annual report). Also it holds a big stake in $TME. https://t.co/tWXuMAx2Db"  
[X Link](https://x.com/JomaSilva88/status/1886900891971952836)  2025-02-04T22:13Z [---] followers, [---] engagements


"@eugeneng Everyone is talking about $SPOT BUT another big winner is $UMG.AS holding 6.487.000 of shares valued at almost [--] B$ (market cap of [--] B$). Waiting for [----] annual report to see if they bought more 💎 https://x.com/JomaSilva88/status/1858117712808915320t=HEoPGn9xXWiSo5K44zsMnw&s=19 Do you like $SPOT 🎶 Did you know $UMG holds [---] B$ 🔥 worth in shares (2023 annual report). Also it holds a big stake in $TME. https://t.co/tWXuMAx2Db https://x.com/JomaSilva88/status/1858117712808915320t=HEoPGn9xXWiSo5K44zsMnw&s=19 Do you like $SPOT 🎶 Did you know $UMG holds [---] B$ 🔥 worth in shares"  
[X Link](https://x.com/JomaSilva88/status/1886934227834359868)  2025-02-05T00:25Z [---] followers, [--] engagements


"@CJ0pp3l In the US $TPL is amazing but it's valuation is on mars. Hence in Canada you have prairieSky royalty $PSK.TO or $TPZ.TO 😊"  
[X Link](https://x.com/JomaSilva88/status/1921664630012665904)  2025-05-11T20:32Z [---] followers, [---] engagements


"@linvestisseur7 Quand on regarde elle tait pas chre $EXAE. il y a de la marge pour avoir des synergies https://x.com/JomaSilva88/status/1939981249109443022t=2oPwfIUFP5kF89AKnyeX0g&s=19 Market operators are Legal #CashPrintingMachine at a med. FCF% of 42% 🤯 Quick look at a great sector it could suffer in a downturn ⚠but no debt $EXAE : 27% 5Y CAGR EPS but lower FCF% at 33% $GPW : 11.4% 5Y CAGR EPS $ENX : 5% FCF yield $BOLSAA $LSEG $CME $MCX $ICE https://t.co/5R4Yy42Bx3 https://x.com/JomaSilva88/status/1939981249109443022t=2oPwfIUFP5kF89AKnyeX0g&s=19 Market operators are Legal"  
[X Link](https://x.com/JomaSilva88/status/1940304043886383473)  2025-07-02T06:58Z [---] followers, [---] engagements


"@_StockAdvisor_ Que pensas de la reaccin de $APF hoy 😊 https://x.com/JomaSilva88/status/1981290937318810036t=b0xsARZzSt58tZYauVLqNw&s=19 https://x.com/JomaSilva88/status/1981290937318810036t=b0xsARZzSt58tZYauVLqNw&s=19"  
[X Link](https://x.com/JomaSilva88/status/1981413162495668683)  2025-10-23T17:31Z [---] followers, [--] engagements


"@yorxt Seems like an overreaction 25% of revenue affected in 3-4 years 🤔 they say: "Dominant provider of clinical solutions with high barriers to entry from 7-8000 experts and integrations built over many years." Will it go to [--] the revenue Don't think so I still like $WKL"  
[X Link](https://x.com/JomaSilva88/status/1999605960281563640)  2025-12-12T22:23Z [---] followers, [---] engagements


"@TimelessCpnd I like $adyen because they hold 30% of the market cap in net cash the integrated payment platform is a wide moat vs competition $WKL is cheap for a company with very recurring revenue at 90% and regularly growing $RHM is a great stock but wouldn't buy right now out of FOMO"  
[X Link](https://x.com/JomaSilva88/status/2004702414788854067)  2025-12-26T23:54Z [---] followers, [---] engagements


"@yorxt @UncleAlpha007 What did you do for $WKL It's getting ugly beyond hope 🫣"  
[X Link](https://x.com/JomaSilva88/status/2016188794702016880)  2026-01-27T16:37Z [---] followers, [---] engagements


"@DeniauThierry A 15% le FCF ratio c'est une pche de qualit/value Je trouve qu'elle peut faire le coup de $Rovi"  
[X Link](https://x.com/JomaSilva88/status/1773322362269651356)  2024-03-28T12:12Z [---] followers, [--] engagements


"#Semiconductors MORNINGSTAR top picks and their price to Fair Value Estimate: $IFX.DE +52% 😮 $MCHP +37% $NXPI +46% $ON +51% $AVGO +23% $TXN +17% 👀 Uncertainty on the short term could the correction be overdone 🤔"  
[X Link](https://x.com/JomaSilva88/status/1910965340537852027)  2025-04-12T07:56Z [---] followers, [---] engagements


"Market operators are Legal #CashPrintingMachine at a med. FCF% of 42% 🤯 Quick look at a great sector it could suffer in a downturn ⚠but no debt $EXAE : 27% 5Y CAGR EPS but lower FCF% at 33% $GPW : 11.4% 5Y CAGR EPS $ENX : 5% FCF yield $BOLSAA $LSEG $CME $MCX $ICE"  
[X Link](https://x.com/JomaSilva88/status/1939981249109443022)  2025-07-01T09:35Z [---] followers, [----] engagements


"After today correction $AMS seems to trade around fair value. With a Narrow Moat it's an interesting bet in a booming #travelstocks sector with $BKNG or $EXPE. PE 26e 22.8x FCF margin 20.8%"  
[X Link](https://x.com/JomaSilva88/status/1962597710151745683)  2025-09-01T19:25Z [---] followers, [---] engagements


"Giverny Capital top positions in US below 👇"  
[X Link](https://x.com/JomaSilva88/status/2012223513919135936)  2026-01-16T18:00Z [---] followers, [---] engagements


"Basic fit is up 7% today & 13% YTD after confirming guidance. 🚀 Basic-Fit $BFIT.AS projects positive free cash flow for [----]. Expectation look ambitious but achievable 🧠"  
[X Link](https://x.com/JomaSilva88/status/2015831452479304105)  2026-01-26T16:57Z [---] followers, [---] engagements

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