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# ![@MichaelZero10 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1507851379355918338.png) @MichaelZero10 Michael. Z

Michael. Z posts on X about $dlo, $four, over the, $race the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1507851379355918338/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1507851379355918338/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +132%
- X Months XXXXXXXXX +24%
- X Year XXXXXXXXX +59,097%

### Mentions: XX [#](/creator/twitter::1507851379355918338/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1507851379355918338/c:line/m:posts_active.svg)

- X Week XX -X%
- X Month XXX +33%
- X Months XXX -XXXX%
- X Year XXX +6,053%

### Followers: XXXXX [#](/creator/twitter::1507851379355918338/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1507851379355918338/c:line/m:followers.svg)

- X Week XXXXX +2%
- X Month XXXXX +8%
- X Months XXXXX +167%
- X Year XXXXX +2,418%

### CreatorRank: XXXXXXX [#](/creator/twitter::1507851379355918338/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1507851379355918338/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1507851379355918338/influence)
---

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

**Social topic influence**
[$dlo](/topic/$dlo) #12, [$four](/topic/$four) #19, [over the](/topic/over-the) 2.36%, [$race](/topic/$race) #1147, [stocks](/topic/stocks) #2939, [luxury](/topic/luxury) 1.31%, [$fi](/topic/$fi) 1.05%, [$adbe](/topic/$adbe) 0.79%, [$lvmh](/topic/$lvmh) #3, [has been](/topic/has-been) XXXX%

**Top accounts mentioned or mentioned by**
[@simeonresearch](/creator/undefined) [@tacticzh](/creator/undefined) [@simeonresearch_](/creator/undefined) [@jonahlupton](/creator/undefined) [@realroseceline](/creator/undefined) [@sojustfollowme](/creator/undefined) [@tity_chakpong](/creator/undefined) [@dearhjjr](/creator/undefined) [@finmauser](/creator/undefined) [@theeuinvestor](/creator/undefined) [@meeijer](/creator/undefined) [@samsolid57](/creator/undefined) [@deniauthierry](/creator/undefined) [@growthrapidly](/creator/undefined) [@patientinvestt](/creator/undefined) [@stockfather123](/creator/undefined) [@dawid56643913](/creator/undefined) [@titychakpong](/creator/undefined) [@frameworkwisely](/creator/undefined) [@kike44034498](/creator/undefined)

**Top assets mentioned**
[DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [4 (FOUR)](/topic/$four) [Ferrari N.V. (RACE)](/topic/$race) [Fiserv, Inc. (FI)](/topic/$fi) [Adobe, Inc. (ADBE)](/topic/$adbe) [Sezzle Inc. Common Stock (SEZL)](/topic/$sezl) [Enphase Energy Inc (ENPH)](/topic/$enph) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [MercadoLibre Inc (MELI)](/topic/$meli) [RigoBlock (GRG)](/topic/$grg) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [aelf (ELF)](/topic/$elf) [The Root Network (ROOT)](/topic/$root) [Gartner Inc (IT)](/topic/$it) [Constellation Brands, Inc. Class A (STZ)](/topic/$stz) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Cream (CRM)](/topic/$crm) [StaFi (FIS)](/topic/$fis) [United Parcel Service, Inc. (UPS)](/topic/united-parcel-service) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Netflix Inc (NFLX)](/topic/$nflx) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Shopify Inc (SHOP)](/topic/$shop) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Advanced Micro Devices (AMD)](/topic/$amd) [UnitedHealth Group (UNH)](/topic/$unh) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Merit Circle (MC)](/topic/$mc)
### Top Social Posts [#](/creator/twitter::1507851379355918338/posts)
---
Top posts by engagements in the last XX hours

"2. $ROOT Root Inc. ($1.2bn Mkt Cap) - FY25 EBITDA Growth = XXXX% - FY25 EBITDA Margin = XXXX% - FY25 EV/ EBITDA = 8.27x"  
[X Link](https://x.com/MichaelZero10/status/1978954623680471321) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-16T22:42Z 5190 followers, XXX engagements


"Why we own $DLO over $FOUR 🧐👇 Introduction: - $DLO operates a payment processing platform worldwide. It offers a robust pay-in solution that allows businesses to get paid for their products and services through various payment methods including international and local cards online bank transfers direct debit cash and hundreds of alternative payment methods. It also provides a pay-out solution used by merchants to scale their pay-out operations. - $FOUR engages in the provision of software and payment processing solutions in the U.S. It offers payments platform which provides omni channel"  
[X Link](https://x.com/MichaelZero10/status/1976428326383198370) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-09T23:23Z 5185 followers, 16.3K engagements


"$RACE (1M performance: -17.21%) Should we Buy Ferrari at current level 🧐👇 Introduction: Ferrari is the world's most recognizable luxury performance sport cars. It is one of the most valuable and powerful brands underpinned by a rich history. The business was founded on September 1939 by Enzo Ferrari an Italian racing driver. Its exclusivity sporting performance technological innovation Italian style design and engineering excellence make it an exceptional business. Ferrari is the longest running and most successful team in the Formula X history🏁 with XX Constructors' Championships and 15"  
[X Link](https://x.com/MichaelZero10/status/1977403009257640168) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-12T15:56Z 5182 followers, 1877 engagements


"2. $ADBE Adobe Inc. ($151bn Mkt Cap) - FY25 EBITDA Growth = XXXX% - FY25 EBITDA Margin = XXXXX% - FY25 EV/ EBITDA = 13.03x"  
[X Link](https://x.com/MichaelZero10/status/1962607083611922681) [@MichaelZero10](/creator/x/MichaelZero10) 2025-09-01T20:02Z 5186 followers, 1253 engagements


"🚨 Here are X Stocks to Add on your Watchlist🧐 🧵👇 X. $HROW Harrow Inc. ($1.4bn Mkt Cap) - FY25 EBITDA Growth = XXX% - FY25 EBITDA Margin = XXXX% - FY25 EV/ EBITDA = 22.3x"  
[X Link](https://x.com/MichaelZero10/status/1978954620048482702) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-16T22:42Z 5189 followers, 4166 engagements


"$LVMH Stock is already Up XX% from its lowest level reached on June 26th (43655). We still think the Stock is undervalued.👇"  
[X Link](https://x.com/MichaelZero10/status/1961195493486465109) [@MichaelZero10](/creator/x/MichaelZero10) 2025-08-28T22:33Z 5187 followers, 2534 engagements


"3. $DLO has more chance to benefit from Margin % improvement than $FOUR - Investors are currently expecting XX% Gross Margin for $DLO in 2027 vs XX% for $FOUR. - $DLO has been able to generate XX% Gross Margin % in 2019 and the business could make similar margin over the long-term. - Besides there is limited room for error for $FOUR as XX% is already high considering historical performance. - Consequently we believe $DLO has more chance to benefit from Margin % improvement than $FOUR"  
[X Link](https://x.com/MichaelZero10/status/1976428337791693191) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-09T23:23Z 5183 followers, XXX engagements


"The Equity Market is at all-time highs but there are still attractive opportunities. Here are XX high-quality undervalued stocks I am currently watching 🧐👇 X. $SEZL X. $ENPH X. $DUOL X. $IT X. $LULU X. $TTD X. $STZ X. $FI X. $ADBE XX. $CRM"  
[X Link](https://x.com/MichaelZero10/status/1972794250770149738) [@MichaelZero10](/creator/x/MichaelZero10) 2025-09-29T22:42Z 5178 followers, 2326 engagements


"🚨 Here are X Stocks to Add on your Watchlist🧐 🧵👇 X. $DUOL Duolingo Inc. ($13bn Mkt Cap) - FY25 EBITDA Growth = XXX% - FY25 EBITDA Margin = XXXXX% - FY25 EV/ EBITDA = 40.35x"  
[X Link](https://x.com/MichaelZero10/status/1968091293487190080) [@MichaelZero10](/creator/x/MichaelZero10) 2025-09-16T23:15Z 5180 followers, 2768 engagements


"4. $MELI MercadoLibre Inc. ($103bn Mkt Cap) - FY25 EBITDA Growth = XXXX% - FY25 EBITDA Margin = XXXXX% - FY25 EV/ EBITDA = 25.84x"  
[X Link](https://x.com/MichaelZero10/status/1978954629825335485) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-16T22:42Z 5190 followers, XXX engagements


"4. $GRG Greggs plc ($2bn Mkt Cap) - FY25 EBITDA Growth = XXXX% - FY25 EBITDA Margin = XXXXX% - FY25 EV/ EBITDA = 5.90x"  
[X Link](https://x.com/MichaelZero10/status/1962607091673375180) [@MichaelZero10](/creator/x/MichaelZero10) 2025-09-01T20:02Z 5182 followers, 1277 engagements


"3. $FI Fiserv ($71.6bn Mkt Cap)  $FI has significant debt on its balance sheet due to its $22bn acquisition of First Data Corporation in 2019. This transformational deal which expanded $FI's scale in payment processing was mainly financed through debt issuance. Lower interest rates often lead to increased consumer spending and borrowing. More spending would drive more transactions processed through $FI's platforms. Indeed $FI earns revenue from a percentage of transaction volume. Therefore volume increases directly boost revenue. Current net debt represents XXXX% of the Total Enterprise Value"  
[X Link](https://x.com/MichaelZero10/status/1969427981006147843) [@MichaelZero10](/creator/x/MichaelZero10) 2025-09-20T15:46Z 5177 followers, 1203 engagements


"3. Investors think the Elettrica could damage the Brand Wealthy customers are willing to allocate millions of dollars to make repeat purchases because of the perception that its supercars are best-in-class. It remains to be seen whether the amplified engine noises (for the Elettrica) win over fans that already own dozens of traditional gas-guzzling Ferraris. If the EV rollout doesnt go to plan it could damage the Brand. Other high-end automakers also have struggled to reposition their businesses in the EV market segment such as Porsche Lamborghini and McLaren. Therefore investors think $RACE"  
[X Link](https://x.com/MichaelZero10/status/1977403022415126796) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-12T15:56Z 5182 followers, XXX engagements


"5. $UPS United Parcel Service ($71.2bn Mkt Cap) $UPS operates a large logistics network which includes airlines delivery trucks and technology infrastructures etc. This network requires significant upfront capital expenditures often funded by debt rather than equity to maintain ownership and control. Lower interest rates would stimulate the economy and encourage consumers to spend more money specifically online. Increased online shopping would lead to more parcel shipping. This higher volume would stimulate $UPS revenue. Current net debt represents XXXX% of the Total Enterprise Value"  
[X Link](https://x.com/MichaelZero10/status/1969427988937572710) [@MichaelZero10](/creator/x/MichaelZero10) 2025-09-20T15:46Z 5183 followers, 1549 engagements


"Portfolio Update 10/04👇🏻👀 $HIMS XXXX% ($15.66)💊// Up 213%🟢 $NBIS XXXX% ($27.41)🧑💻// Up 316%🟢 $SHOP XXX% ($57.98)📦// Up 178%🟢 $LVMH XXX% (516.95)👜// Up 7%🟢 $CELH XXX% ($21.98)🧃// Up 135%🟢 $NFLX XXX% ($172.50)📺// Up 492%🟢 $AMD XXX% ($112.6) 💻// Up 28%🟢 $UNH XXX% ($286.32)💟// Up 20%🟢 $ASML XXX% (667.67)🧑💻// Up 32%🟢 $CRWD XXX% ($221.27)🔏// Up 106%🟢 $ELF XXX% ($72.68)💄// Up 65%🟢 $TMDX XXX% ($56.97)💟// Up 77%🟢 $PALO XXX% ($145.09)🔏// Up 31%🟢 $TTD XXX% ($45.73)💻// Up 5%🟢 $DLO XXX% ($10.03)💳// Up 24%🟢 $ADBE XXX% ($343.49)🧑💻// Up 1%🟢 $ENPH XXX% ($34.08) 🌞// Up"  
[X Link](https://x.com/MichaelZero10/status/1974513898444251541) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-04T16:36Z 5186 followers, 27.2K engagements


"$ENPH (10.2x) $ADBE (12.8x) and specifically $SEZL (16.7x) valuation looks attractive at first glance as these businesses are expected to grow respectively by XXXX% XXXXX% and XXXX% in 2025. $SEZL deserves more research in my view. Which others stocks could be added to this list 🤔"  
[X Link](https://x.com/MichaelZero10/status/1972794272270196812) [@MichaelZero10](/creator/x/MichaelZero10) 2025-09-29T22:43Z 5182 followers, XXX engagements


"4. $FOUR is diluting its shareholders while fully diluted shares at $DLO have decreased - $FOUR's fully diluted shares have jumped significantly from 67.3m in Q2 2024 to 91.0m in Q3 2024 (+35.2%) which is significant (see below). - $DLO's fully diluted shares have decreased over the last few quarters. - We believe $DLO treats better its shareholders as it increases their equity stake while $FOUR erodes their equity stake"  
[X Link](https://x.com/MichaelZero10/status/1976428341440729450) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-09T23:23Z 5190 followers, 1177 engagements


"4. $CADLR Cadeler A/S ($1.8bn Mkt Cap) $CADLR is investing heavily in constructing new vessels. These large capital items are extremely expensive. Indeed Property Plant & Equipment items on its balance sheet rose substantially to $1.9bn in December 2024. $CADLR is currently in a growth phase (newbuild vessels etc.). Therefore lower interest rate means that financing the construction of new ships would be less costly. This should improve the return on investment for those capital outlays. Current net debt represents XXXX% of the Total Enterprise Value ($3.2bn) and 3.0x FY25 EBITDA ($457m)"  
[X Link](https://x.com/MichaelZero10/status/1969427984311599304) [@MichaelZero10](/creator/x/MichaelZero10) 2025-09-20T15:46Z 5185 followers, XXX engagements


"$ENPH: Enphase Energy (Mkt Cap: $5bn) Why we believe $ENPH is one of the most undervalued Stocks in the entire Equity Market 🧵👇 X. $ENPH is highly Sensitive to Interest Rates %✅ $ENPH sells solar microinverters and energy storage systems often to homeowners and small businesses. These customers usually finance solar and battery systems through debt or leases. However higher interest rates mean higher monthly payments for solar systems which affect the demand from customers. Consequently $ENPH is highly impacted as customers deter new installations. To support this point we have collected"  
[X Link](https://x.com/MichaelZero10/status/1966866990313705521) [@MichaelZero10](/creator/x/MichaelZero10) 2025-09-13T14:10Z 5183 followers, 1940 engagements


"6. $RMS is the best Trading Comparable to properly value $RACE Both businesses have rich history and brand heritage. Both companies have really wealthy and loyal clients. $RMS and $RACE are benefitting from strong pricing power (prices can increase significantly without affecting demand). They have been growing at similar pace over the last decade: $RACE's Revenue CAGR 15-24: XXX% and $RMS' Revenue CAGR 15-24: 13.2%. EBITDA Margin % are really close as well: $RACE's 2024 EBITDA Margin: XXXXX% and $RMS's EBITDA Margin: 43.23%. Over the last XX years investors were ready to Buy $RMS Stock at"  
[X Link](https://x.com/MichaelZero10/status/1977403033056149590) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-12T15:56Z 5182 followers, XXX engagements


"1. I think businesses know better than us who are their competitors. $DLO in its latest earnings presentation has included $ADYEN $PYPL $FI and $FOUR as competitors. See below the footnote highlighted in red. Therefore comparing these two businesses make absolute sense. X. Yes that is correct (the Data Points from S&P Capital IQ were not up to date) but it does change the fact that he will get distracted at the NASA. Distraction is not great to generate long-term returns"  
[X Link](https://x.com/MichaelZero10/status/1976690300384112681) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-10T16:44Z 5187 followers, XXX engagements


"7. Investors willing to Hold the Stock over the next 5-10 years could still find it attractive $RACE could go up over the next few years even without any equity rerating (higher multiple of earnings paid by investors). Indeed by just assuming constant valuation multiples investors could still generate decent returns. Please find below two different scenarios considered: base case and bull case. Latest Guidance (Base case scenario): Using the latest management guidance $RACE's Free Cash Flow is expected to grow by XX% on average over the next 5-6 years. Consequently investors could see $RACE"  
[X Link](https://x.com/MichaelZero10/status/1977403036721975464) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-12T15:56Z 5182 followers, XXX engagements


"5. $DSY Dassault Systems ($41bn Mkt Cap) - FY25 EBITDA Growth = XXXX% - FY25 EBITDA Margin = XXXXX% - FY25 EV/ EBITDA = 14.42x"  
[X Link](https://x.com/MichaelZero10/status/1962607095984877709) [@MichaelZero10](/creator/x/MichaelZero10) 2025-09-01T20:02Z 5182 followers, 1936 engagements


"$DLO 🧐 Great article from Forbes covering $DLO's valuation. The article provides a great overview of the business and gives interesting details on the previous capital raises. You should definitely have a look at this article.👇 2020 & 2021 : Interesting Details X $DLO was valued at $5bn (Private Market) In Sept 2020 General Atlantic (Private Equity firm) invested $200m and seven months later $DLO closed a $150m funding round with investors including Alkeon Capital Tiger Global and D1 Capital Partners that valued the firm at $5bn. X $DLO was valued at $6bn (IPO) When $DLO finally went public"  
[X Link](https://x.com/MichaelZero10/status/1977879445676376148) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-13T23:29Z 5185 followers, 4801 engagements


"2. The Elettrica's characteristics look impressive At 1000 horse power the Elettrica offers as much power output as any other top-end Ferraris and its top speed of more than XXX miles an hour is in line with most of the $RACE's existing models. After a single charging session the car will be able to drive at least XXX miles which ought to combat some customers range anxiety. The Elettrica will not have gears instead paddles on the steering wheel will enable drivers to adjust power delivery and torque and switch among three driving modes"  
[X Link](https://x.com/MichaelZero10/status/1977403017897840707) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-12T15:56Z 5182 followers, XXX engagements


"5. Current Valuation - $DLO is trading at 13.41x EV/2025 EBITDA for XXXXX% growth over the same period. - $FOUR is trading at 7.79x EV/2025 EBITDA for XXXXX% growth. - Investors are currently valuing $DLO with XX% premium over $FOUR. - Historical data points highlight that this premium is not unusual (+100% applied by investors for many years). See below the chart. - We believe this premium is justified as $DLO is expected to grow faster than $FOUR over the next few years"  
[X Link](https://x.com/MichaelZero10/status/1976428346046021813) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-09T23:23Z 5179 followers, 1223 engagements


"3. $LULU Lululemon Athletica ($24bn Mkt Cap) - FY26 EBITDA Growth = X% - FY26 EBITDA Margin = XXXXX% - FY26 EV/ EBITDA = 8.35x"  
[X Link](https://x.com/MichaelZero10/status/1962607087755624680) [@MichaelZero10](/creator/x/MichaelZero10) 2025-09-01T20:02Z 5182 followers, 1548 engagements


"$MC (+12%) 🟢 LVMH is Up XX% since post below.👇 As explained before $LVMH should be able to grow faster than c.5% after 2027/28 as the global luxury sector is in a transition phase following the strong post-pandemic recovery. Investors were too focused on the short-term. $MC at 10.52x was trading like a boring industrial business few months ago. This was not making sense. Congratulations to the shareholders. 🍾🍾🍾 Disclaimer: we own $MC/LVMH"  
[X Link](https://x.com/MichaelZero10/status/1978558305917096437) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-15T20:27Z 5186 followers, 1480 engagements


"$TMDX - Terumo to Acquire OrganOx😳 Please find below the details of this highly relevant Transaction.👇 X. Enterprise Value at $1.5bn✅ An agreement has been reached for the acquisition of OrganOx a pioneering University of Oxford spinout transforming kidney and liver transplantation by Terumo a global medical technology company for $1.5bn. This transaction which is subject to regulatory and other approvals would be the largest acquisition of an Oxford University spinout to date and one of the most significant venture capital exits in UK university spinout history"  
[X Link](https://x.com/MichaelZero10/status/1960428828872073582) [@MichaelZero10](/creator/x/MichaelZero10) 2025-08-26T19:47Z 5186 followers, 3081 engagements


"6. Final thoughts Please note that I don't own any of these Stocks. Hope you find these data points useful. Just by looking into the financial expectations I personally found $GRG really interesting. Which other companies should be added on this watchlist 🤔 Thanks for reading"  
[X Link](https://x.com/MichaelZero10/status/1962607098526576711) [@MichaelZero10](/creator/x/MichaelZero10) 2025-09-01T20:02Z 5184 followers, 1522 engagements


"🚨 Here are X Stocks to Add on your Watchlist🧐 🧵👇 X. $FI Fiserv Inc. ($75bn Mkt Cap) - FY25 EBITDA Growth = XXXX% - FY25 EBITDA Margin = XXXXX% - FY25 EV/ EBITDA = 10.22x"  
[X Link](https://x.com/MichaelZero10/status/1962607079224746373) [@MichaelZero10](/creator/x/MichaelZero10) 2025-09-01T20:02Z 5184 followers, 11.4K engagements


"$TMDX is down XX% from its recent highs😳 What's going on X. Normal seasonality observed in Q3 is making investors nervous Transplant volumes (heart lung liver) typically dip in Q3 due to reduced donor availability and other seasonal factors. Last year the Management Team noted that: U.S. National liver and heart transplant volumes declined sequentially X % while total lung volumes declined by X % in the U.S." Revenue growth is expected at XX% in Q3 2025 (see below) down from XX% in Q2 2025. Consequently investors are really nervous as $TMDX could be affected more than expected by"  
[X Link](https://x.com/MichaelZero10/status/1964317850010562626) [@MichaelZero10](/creator/x/MichaelZero10) 2025-09-06T13:20Z 5183 followers, 6255 engagements


"8. Conclusion Investors have concerns on the Elettrica (EV) as Luxury EVs are still a young immature market segment that could damage the Brand. However we believe $RACE will be successful in this new market segment due to its heritage and engineering excellence. 2030 Financial Expectations are really conservative considering $RACE's Track Record and strong pricing power. Based on historical data points $RACE is not currently undervalued if we are purely focusing on the 1-2 years forecasts (limited rerating potential). Nevertheless investors willing to hold the Stock over the next 5-10 years"  
[X Link](https://x.com/MichaelZero10/status/1977403040932970851) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-12T15:56Z 5185 followers, XXX engagements


"6. Conclusion - $FOUR looks cheap at first glance if we compare current valuation to historical data points. - However we think $DLO provides more value than $FOUR at current level for long-term investors. - The Founders of $DLO are fully-committed to the Business which is not the case for $FOUR. - Besides Pedro Arnt has an unmatched Track Record of growing businesses. - Furthermore $DLO has more chance to benefit from Margin % improvement over the next few years. - Finally $DLO treats much better its shareholders. Disclaimer: we own $DLO stock"  
[X Link](https://x.com/MichaelZero10/status/1976428349988770178) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-09T23:23Z 5183 followers, 1235 engagements


"$DLO: DLocal Limited Today $DLO reports Q2 results. Please find below Market Expectations : 👇🏻 - Revenue: $230m up XX% Y-o-Y; - EBITDA: $56m XXXX% Margin; - Diluted EPS: $XXXX ; What are the Key Performance Indicators to monitor X. Continuation of revenue growth. Indeed $DLO has been able to grow by XXXX% in Q1 2025. Ideally it would be great to see that momentum continuing in Q2 2025.✅ X. EBITDA Margin improvement. $DLO generated XXXX% EBITDA Margin in Q1 2025. In 2024 Margins were impacted by merchant renegotiating fees. It would interesting to see if Margins continue to improve.✅ 3."  
[X Link](https://x.com/MichaelZero10/status/1955715142391386460) [@MichaelZero10](/creator/x/MichaelZero10) 2025-08-13T19:36Z 5181 followers, 2944 engagements


"2. Pedro Arnt has an impressive Track Record of growing businesses Pedro Arnt (CEO at $DLO): - Prior to joining $DLO Pedro Arnt was CFO and Executive VP at $MELI for over XX years. - During his time at MELI as a CFO $MELI stock has increased 16-fold. - Pedro Arnt knows how to grow businesses and will expand $DLO over the next few years. Taylor Lauber (CEO at $FOUR): - Prior to being CEO he held roles as President and before that as Chief Strategy Officer. - He became President in February 2022 while still serving as Chief Strategy Officer. - He has been with Shift4 since 2018. - Before $FOUR"  
[X Link](https://x.com/MichaelZero10/status/1976428333748441360) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-09T23:23Z 5182 followers, 1051 engagements


"5. $RACE Ferrari N.V. ($71bn Mkt Cap) - FY25 EBITDA Growth = XXXX% - FY25 EBITDA Margin = XXXXX% - FY25 EV/ EBITDA = 22.87x"  
[X Link](https://x.com/MichaelZero10/status/1978954633499349215) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-16T22:42Z 5190 followers, XXX engagements


"$ELF (+6.9%)😳 Market Update🟢 - $ELF Cosmetics brand announced a partnership with the National Women's Soccer League (NWSL) and INDIVISA to launch a nationwide search for the next young soccer star. - This marketing initiative adds to a series of positive developments for the company. Few weeks ago $ELF reported Q1 2026 that surpassed Sales and Earnings expectations. The company is also focused on growth through its rollout of AI-driven initiatives and the acquisition of the skincare brand Rhode which supports its push for international expansion and operational efficiency. Why $ELF is"  
[X Link](https://x.com/MichaelZero10/status/1967711457778254327) [@MichaelZero10](/creator/x/MichaelZero10) 2025-09-15T22:05Z 5185 followers, 1081 engagements


"3. $SEZL Sezzle Inc. ($2.5bn Mkt Cap) - FY25 EBITDA Growth = XXXX% - FY25 EBITDA Margin = XXXX% - FY25 EV/ EBITDA = 15.49x"  
[X Link](https://x.com/MichaelZero10/status/1978954626725478783) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-16T22:42Z 5190 followers, XXX engagements


"@realroseceline Exactly that I prefer $DLO over $FOUR. Pedro is an impressive leader and I have no doubt he will expand $DLO over the next few years. Besides I'm personally not comfortable with the recent equity dilution which is affecting $FOUR's shareholders.🤓"  
[X Link](https://x.com/MichaelZero10/status/1976057160795816265) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-08T22:48Z 5177 followers, XXX engagements


"1. Why $RACE dropped by XX% Ferrari revised downward its Electric Vehicles (EVs) mix target. Instead of XX% of its Model Line-Up being electric by 2030 the business now expects XX% EVs with XX% hybrids and XX% traditional combustion (see below the latest CMD presentation). Some investors took this business update negatively and as a step back to the Energy Transition. Besides the long-awaited Elettrica is emerging as a symbol of the road ahead both the obstacles and the unknowns. Indeed Luxury EVs are still a young and immature market segment. Ferrari is probably taking the time to build the"  
[X Link](https://x.com/MichaelZero10/status/1977403013812699319) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-12T15:56Z 5182 followers, XXX engagements


"1. The Founders of $DLO are fully-committed to the Business which is not the case for $FOUR - Sergio Fogel and Andrs Bzurovski are the cofounders of $DLO and they have both an equity stake of XX% in the business (34% for both). Please find below the ownership summary. - Majority of their wealth is driven by $DLO. Therefore Sergio and Andrs are fully-committed to the business. Their time is exclusively allocated to $DLO to make it a stronger business over the long-term. - On the opposite Jared Isaacman (Founder of $FOUR) recently stepped down as CEO and transitioned into the role of Executive"  
[X Link](https://x.com/MichaelZero10/status/1976428330258702364) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-09T23:23Z 5185 followers, 2186 engagements


"$ELF is Up XX% over the last four weeks Why we believe the current valuation is attractive Equity Value and Enterprise Value✅ $EFL's initial public offering (IPO) in September 2016 was priced at $17/share above the initially indicated range of $14-16. The company raised $141M by offering 8.3M shares. On its first day of trading the stock closed at $26.50/share establishing an Equity Value of $1.18bn. At the time of $ELF's IPO the company had $200M Net Debt Balance (Debt: $XXX - Cash: $4M). Therefore at IPO the Enterprise Value was $1.380M ($1.180M +$200M). LTM June 2016 (see below the table)✅"  
[X Link](https://x.com/MichaelZero10/status/1924915214073659739) [@MichaelZero10](/creator/x/MichaelZero10) 2025-05-20T19:48Z 5182 followers, 7962 engagements


"4. $RACE is really different to the other high-end automakers Ferrari has long been the gold standard for luxury automakers. Since 1939 $RACE has always been careful to maintain its heritage keeping tight control of shipments in a strategy that founder Enzo Ferrari often described as always delivering one less car than the market demands. We believe $RACE will be able to apply these principles rooted in its DNA to this EV market segment and be successful"  
[X Link](https://x.com/MichaelZero10/status/1977403025497977158) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-12T15:56Z 5182 followers, XXX engagements