[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.] #  @ReneSellmann Rene Sellmann Rene Sellmann posts on X about $lvmh, $wise, stocks, $evo the most. They currently have XXXXX followers and 1065 posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::872839233232408576/interactions)  - X Week XXXXXX +112% - X Month XXXXXX -XXXX% - X Months XXXXXXXXX +5.80% - X Year XXXXXXXXX +0.39% ### Mentions: XX [#](/creator/twitter::872839233232408576/posts_active)  - X Month XX -XX% - X Months XXX +15% - X Year XXX +39% ### Followers: XXXXX [#](/creator/twitter::872839233232408576/followers)  - X Week XXXXX +0.95% - X Month XXXXX +1.80% - X Months XXXXX +22% - X Year XXXXX +72% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::872839233232408576/influencer_rank)  ### Social Influence [#](/creator/twitter::872839233232408576/influence) --- **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) **Social topic influence** [$lvmh](/topic/$lvmh), [$wise](/topic/$wise), [stocks](/topic/stocks), [$evo](/topic/$evo), [blog](/topic/blog), [stablecoins](/topic/stablecoins), [adoption](/topic/adoption), [$asml](/topic/$asml), [asml](/topic/asml), [luxury](/topic/luxury) **Top assets mentioned** [Wise (WISE)](/topic/$wise) [Merit Circle (MC)](/topic/$mc) [Capri Holdings Limited (CPRI)](/topic/$cpri) [Tapestry, Inc. (TPR)](/topic/$tpr) [Paycom Software Inc (PAYC)](/topic/$payc) [ABCC Token (AT)](/topic/$at) [Hilton Hotels Corporation Common Stock (HLT)](/topic/$hlt) [Marriott International Inc (MAR)](/topic/$mar) [Morgan Stanley (MS)](/topic/morgan-stanley) [USDC (USDC)](/topic/usdc) [Remitly Global, Inc. Common Stock (RELY)](/topic/$rely) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Metadium (META)](/topic/$meta) [Microsoft Corp. (MSFT)](/topic/$msft) [General Motors Company (GM)](/topic/general-motors) [Elcoin (EL)](/topic/$el) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Decentral Games (DG)](/topic/$dg) [Micron Technology, Inc. (MU)](/topic/$mu) [Medpace Holdings, Inc. Common Stock (MEDP)](/topic/$medp) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Coupon Assets (CA)](/topic/$ca) [UnitedHealth Group (UNH)](/topic/$unh) [HCA Healthcare Inc (HCA)](/topic/$hca) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Eden (EDEN)](/topic/$eden) [Samsunspor Fan Token (SAM)](/topic/$sam) ### Top Social Posts [#](/creator/twitter::872839233232408576/posts) --- Top posts by engagements in the last XX hours "@wolfofharcourt @DividendTalk_ @European_DGI You were quick Thanks. Two great hosts that made it easy to get into the flow of things"  [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1946860847650705776) 2025-07-20 09:12:51 UTC 8506 followers, XXX engagements "The hotel franchising companies such as $HLT and $MAR have such wonderful business models: ✅ Growth with almost no investments ✅ Great margins ✅ High returns on capital ✅ Recurring asset-light fee income ✅ Strong brand-driven pricing power ✅ Global expansion with minimal risk ✅ Economies of scale in marketing and distribution ✅ Defensive with inflation pass-through via royalties It's a shame they also trade at pretty rich valuations always. You had an opportunity during Covid and you likely missed it just like I did"  [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1945396253526745220) 2025-07-16 08:13:05 UTC 8515 followers, 1012 engagements "@RahulSetty_ @CCM_Ryan Because competitors cannot profitably offer the same price speed and transparency"  [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1946305418990387539) 2025-07-18 20:25:47 UTC 8500 followers, XXX engagements "Standard Chartered ✅ Morgan Stanley ✅ UniCredit ✅ Legacy banks start moving. I expect many similar PRs over the coming years. Slow and steady. I'm glad I sized $WISE with conviction around a year ago. There's a lot of news around stablecoins right now but Wise is executing its playbook"  [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1945212145626407294) 2025-07-15 20:01:30 UTC 8515 followers, 3429 engagements "The stablecoin disruption risk is overstated. Change my mind"  [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1946858940974629340) 2025-07-20 09:05:17 UTC 8511 followers, XXX engagements "ASML is down roughly X% on the quarterly results + outlook. Over the past five years ASML has pretty much matched the performance of the S&P. It just shows how hard it can be to find outperforming stocks. Just buying "quality" is not enough. I'm not saying $ASML will not outperform longer term fwiw. The price is most certainly more attractive today than five years ago"  [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1945392758492946773) 2025-07-16 07:59:11 UTC 8515 followers, 25.4K engagements "Going deep on $LVMH (this will be an exclusive piece for paying subscribers)"  [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1939966768367185956) 2025-07-01 08:38:15 UTC 8513 followers, 5209 engagements "The story of Big Tech being capital-light compounders seems to be over ⚠ The capex-to-operating-cash-flow ratios are trending upward and now higher than that of General Motors (42.6%) a company we used to think of as the definition of capital intensity. 📈 Microsoft $MSFT is plowing XX% of its operating cash flow into CapEx 📈 Meta $META is close behind at XX% 📈 Alphabet $GOOG comes in at XX% 📈 Amazon $AMZN tops them all with a staggering 82%"  [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1942234135348518970) 2025-07-07 14:47:57 UTC 8509 followers, 1037 engagements "Paycom Software $PAYC used to be a high-flying tech darling and saw its share price soar past $XXX in 2021 a 3571% gain from its debut price of $XX per share in 2014. Today $Paycoms stock is down XX% from that peak and now trading in the $XXX range. In this thread Ill explore a) the stock & business performance of Paycom b) the factors behind Paycoms stock decline and c) Paycoms business model"  [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1808168236862558312) 2024-07-02 15:57:56 UTC 8506 followers, 138.6K engagements "10 stocks from my watchlist that are trading materially below their 52-week highs: X $CELH -XX% X $EL -XX% X $DOO -XX% X $XXX -XX% X $DG -XX% X $KER -XX% X $MU -XX% X $EVO -44.6& X $BOREO -XX% 🔟 $ASML -XX% Bonus picks: $PUIG - XXXX% $MEDP -XX% Which ones do you like here The ones I'd be most interested in are $MEDP $EVO (I already own a little bit) and $CELH and $ASML at the right price (not there yet for me). I need to learn more about $BOREO - it's only on my list because someone else suggested it to be a good serial acquirer. Is now a good time to study the name"  [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1906730101867241883) 2025-03-31 15:27:36 UTC 8495 followers, 2823 engagements "Assuming Buffett's focus is on stocks with a market cap above $XX billion here's a list of NA-listed stocks that meet his screen test: $UNH $HCA $CA $PYPL $HCA $REGN $NWM"  [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1939257882178208079) 2025-06-29 09:41:23 UTC 8511 followers, 1709 engagements "I cannot recall seeing a $WISE ad ever in my life. Wise has been quite vocal about ramping up marketing investments. Where is that money going I'm already a Wise customer so maybe my anecdotal evidence is just the result of digital ads being so damn good"  [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1939362819008573669) 2025-06-29 16:38:22 UTC 8508 followers, 1819 engagements "Hermes $RMS has surpassed $LVMH in terms of market cap"  [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1939936907175059614) 2025-07-01 06:39:35 UTC 8499 followers, 2272 engagements "It feels like the luxury sector is almost as hated as the alcoholic beverage sector. I found this question quite interesting: How will the "increased pressure on demand in the sector . play our across brands" $MONC $MC $LVMH $CPRI $TPR $BRBY"  [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1938594355159134306) 2025-06-27 13:44:46 UTC 8502 followers, 1566 engagements "Everyone loves organic growth. Until a great business cuts low-margin revenue on purpose and gets punished for it. Ashteads XX% drop makes no sense to me. Heres my updated $AT deep dive (link in response below):"  [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1946131961799483622) 2025-07-18 08:56:31 UTC 8515 followers, 1550 engagements "3. Eventim AG $EVD Market cap: $8.34B Revenue CAGR (2020-2023): XXXXXX% (be aware this is based on depressed Covid comps) ROIC (2023): XXXXX% CTS Eventim AG operates in the leisure events market. It operates in two segments Ticketing and Live Entertainment. The Ticketing segment produces sells brokers distributes and markets tickets for concerts theatre etc. The Live Entertainment segment plans prepares and executes tours and events"  [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1825155050643104051) 2024-08-18 12:57:28 UTC 8508 followers, 8921 engagements "Edenred: ❌ The Italian government is investigating Edenred for fraud. ❌ The Brazilian government wants to cut it out of meal vouchers. So why am I bullish Because the market priced in a meltdown (the stock trades at 9.3x FCF) - and missed the setup. ✅ XX% of revenue tied to regulation ✅ Misunderstood float engine ✅ 2.8x return potential on conservative assumptions I wrote a 21000 deep dive on the stock in which I go really deep and share why this setup is far better than the broader market realizes. $EDEN $EDEN.PA $PLX.PA"  [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1938589414982099181) 2025-06-27 13:25:08 UTC 8515 followers, 4608 engagements "Here's my 90-second Edenred pitch why $EDEN.PA deserves your attention: The stock is already up XX% over just 2-3 days since I started a position (might've bottom-picked this one) and it's a XXX% position now which I might increase. If this short excerpt piques your interest you can find the full write-up (21000 words) on my blog. $EDEN $PLX.PA"  [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1939237466176733348) 2025-06-29 08:20:15 UTC 8509 followers, 3056 engagements "So many ugly charts in the alcoholic beverages space. This is The Boston Beer Company $SAM 👇🏻 At some point a contrarian investor will make a lot of money in a few of these names"  [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1946861928371937597) 2025-07-20 09:17:09 UTC 8515 followers, 1889 engagements "Today's a very busy day for my portfolio: - $BKHT released rather bad news again yesterday evening which I needed to process and in fact I just wrote an open letter to the management team which I published on my blog. - $AT dropped XX% this morning after reporting half-year results (at first glance I don't think the drop is justified) - $EVO reported results this morning (looked decent at first glance) - $WISE reported this morning too I'm glad Wise falls into the "no need to babysit" bucket right now (see screenshot below). - $IBKR reports Q2 results later today too. But you know what . I'm"  [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1945774049595982188) 2025-07-17 09:14:18 UTC 8515 followers, 1260 engagements "Heres why Paycom Software $PAYC is an above-average business that is currently trading for a below-market multiple"  [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1808888728384892938) 2024-07-04 15:40:55 UTC 8506 followers, 44.2K engagements "Evolution Gaming $EVO $EVO.ST dropped XX% at one point after Q1. Growth stalled. Margins compressed. So is the thesis broken Whats priced in What now I ran a full deep-dive: KPI dashboard for tracking Reverse valuation math Regulated vs unregulated revenue analysis Read more on the blog"  [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1918662437181526141) 2025-05-03 13:42:26 UTC 8506 followers, 5430 engagements
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@ReneSellmann Rene Sellmann
Rene Sellmann posts on X about $lvmh, $wise, stocks, $evo the most. They currently have XXXXX followers and 1065 posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +112%
- X Month XXXXXX -XXXX%
- X Months XXXXXXXXX +5.80%
- X Year XXXXXXXXX +0.39%
Mentions: XX #
- X Month XX -XX%
- X Months XXX +15%
- X Year XXX +39%
Followers: XXXXX #
- X Week XXXXX +0.95%
- X Month XXXXX +1.80%
- X Months XXXXX +22%
- X Year XXXXX +72%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks finance cryptocurrencies technology brands
Social topic influence $lvmh, $wise, stocks, $evo, blog, stablecoins, adoption, $asml, asml, luxury
Top assets mentioned Wise (WISE) Merit Circle (MC) Capri Holdings Limited (CPRI) Tapestry, Inc. (TPR) Paycom Software Inc (PAYC) ABCC Token (AT) Hilton Hotels Corporation Common Stock (HLT) Marriott International Inc (MAR) Morgan Stanley (MS) USDC (USDC) Remitly Global, Inc. Common Stock (RELY) Alphabet Inc Class A (GOOGL) Metadium (META) Microsoft Corp. (MSFT) General Motors Company (GM) Elcoin (EL) Celsius Holdings, Inc. Common Stock (CELH) Decentral Games (DG) Micron Technology, Inc. (MU) Medpace Holdings, Inc. Common Stock (MEDP) Regeneron Pharmaceuticals Inc (REGN) Coupon Assets (CA) UnitedHealth Group (UNH) HCA Healthcare Inc (HCA) PayPal Holdings Inc (PYPL) Eden (EDEN) Samsunspor Fan Token (SAM)
Top Social Posts #
Top posts by engagements in the last XX hours
"@wolfofharcourt @DividendTalk_ @European_DGI You were quick Thanks. Two great hosts that made it easy to get into the flow of things"
@ReneSellmann on X 2025-07-20 09:12:51 UTC 8506 followers, XXX engagements
"The hotel franchising companies such as $HLT and $MAR have such wonderful business models: ✅ Growth with almost no investments ✅ Great margins ✅ High returns on capital ✅ Recurring asset-light fee income ✅ Strong brand-driven pricing power ✅ Global expansion with minimal risk ✅ Economies of scale in marketing and distribution ✅ Defensive with inflation pass-through via royalties It's a shame they also trade at pretty rich valuations always. You had an opportunity during Covid and you likely missed it just like I did" @ReneSellmann on X 2025-07-16 08:13:05 UTC 8515 followers, 1012 engagements
"@RahulSetty_ @CCM_Ryan Because competitors cannot profitably offer the same price speed and transparency" @ReneSellmann on X 2025-07-18 20:25:47 UTC 8500 followers, XXX engagements
"Standard Chartered ✅ Morgan Stanley ✅ UniCredit ✅ Legacy banks start moving. I expect many similar PRs over the coming years. Slow and steady. I'm glad I sized $WISE with conviction around a year ago. There's a lot of news around stablecoins right now but Wise is executing its playbook" @ReneSellmann on X 2025-07-15 20:01:30 UTC 8515 followers, 3429 engagements
"The stablecoin disruption risk is overstated. Change my mind" @ReneSellmann on X 2025-07-20 09:05:17 UTC 8511 followers, XXX engagements
"ASML is down roughly X% on the quarterly results + outlook. Over the past five years ASML has pretty much matched the performance of the S&P. It just shows how hard it can be to find outperforming stocks. Just buying "quality" is not enough. I'm not saying $ASML will not outperform longer term fwiw. The price is most certainly more attractive today than five years ago" @ReneSellmann on X 2025-07-16 07:59:11 UTC 8515 followers, 25.4K engagements
"Going deep on $LVMH (this will be an exclusive piece for paying subscribers)" @ReneSellmann on X 2025-07-01 08:38:15 UTC 8513 followers, 5209 engagements
"The story of Big Tech being capital-light compounders seems to be over ⚠ The capex-to-operating-cash-flow ratios are trending upward and now higher than that of General Motors (42.6%) a company we used to think of as the definition of capital intensity. 📈 Microsoft $MSFT is plowing XX% of its operating cash flow into CapEx 📈 Meta $META is close behind at XX% 📈 Alphabet $GOOG comes in at XX% 📈 Amazon $AMZN tops them all with a staggering 82%" @ReneSellmann on X 2025-07-07 14:47:57 UTC 8509 followers, 1037 engagements
"Paycom Software $PAYC used to be a high-flying tech darling and saw its share price soar past $XXX in 2021 a 3571% gain from its debut price of $XX per share in 2014. Today $Paycoms stock is down XX% from that peak and now trading in the $XXX range. In this thread Ill explore a) the stock & business performance of Paycom b) the factors behind Paycoms stock decline and c) Paycoms business model" @ReneSellmann on X 2024-07-02 15:57:56 UTC 8506 followers, 138.6K engagements
"10 stocks from my watchlist that are trading materially below their 52-week highs: X $CELH -XX% X $EL -XX% X $DOO -XX% X $XXX -XX% X $DG -XX% X $KER -XX% X $MU -XX% X $EVO -44.6& X $BOREO -XX% 🔟 $ASML -XX% Bonus picks: $PUIG - XXXX% $MEDP -XX% Which ones do you like here The ones I'd be most interested in are $MEDP $EVO (I already own a little bit) and $CELH and $ASML at the right price (not there yet for me). I need to learn more about $BOREO - it's only on my list because someone else suggested it to be a good serial acquirer. Is now a good time to study the name" @ReneSellmann on X 2025-03-31 15:27:36 UTC 8495 followers, 2823 engagements
"Assuming Buffett's focus is on stocks with a market cap above $XX billion here's a list of NA-listed stocks that meet his screen test: $UNH $HCA $CA $PYPL $HCA $REGN $NWM" @ReneSellmann on X 2025-06-29 09:41:23 UTC 8511 followers, 1709 engagements
"I cannot recall seeing a $WISE ad ever in my life. Wise has been quite vocal about ramping up marketing investments. Where is that money going I'm already a Wise customer so maybe my anecdotal evidence is just the result of digital ads being so damn good" @ReneSellmann on X 2025-06-29 16:38:22 UTC 8508 followers, 1819 engagements
"Hermes $RMS has surpassed $LVMH in terms of market cap" @ReneSellmann on X 2025-07-01 06:39:35 UTC 8499 followers, 2272 engagements
"It feels like the luxury sector is almost as hated as the alcoholic beverage sector. I found this question quite interesting: How will the "increased pressure on demand in the sector . play our across brands" $MONC $MC $LVMH $CPRI $TPR $BRBY" @ReneSellmann on X 2025-06-27 13:44:46 UTC 8502 followers, 1566 engagements
"Everyone loves organic growth. Until a great business cuts low-margin revenue on purpose and gets punished for it. Ashteads XX% drop makes no sense to me. Heres my updated $AT deep dive (link in response below):" @ReneSellmann on X 2025-07-18 08:56:31 UTC 8515 followers, 1550 engagements
"3. Eventim AG $EVD Market cap: $8.34B Revenue CAGR (2020-2023): XXXXXX% (be aware this is based on depressed Covid comps) ROIC (2023): XXXXX% CTS Eventim AG operates in the leisure events market. It operates in two segments Ticketing and Live Entertainment. The Ticketing segment produces sells brokers distributes and markets tickets for concerts theatre etc. The Live Entertainment segment plans prepares and executes tours and events" @ReneSellmann on X 2024-08-18 12:57:28 UTC 8508 followers, 8921 engagements
"Edenred: ❌ The Italian government is investigating Edenred for fraud. ❌ The Brazilian government wants to cut it out of meal vouchers. So why am I bullish Because the market priced in a meltdown (the stock trades at 9.3x FCF) - and missed the setup. ✅ XX% of revenue tied to regulation ✅ Misunderstood float engine ✅ 2.8x return potential on conservative assumptions I wrote a 21000 deep dive on the stock in which I go really deep and share why this setup is far better than the broader market realizes. $EDEN $EDEN.PA $PLX.PA" @ReneSellmann on X 2025-06-27 13:25:08 UTC 8515 followers, 4608 engagements
"Here's my 90-second Edenred pitch why $EDEN.PA deserves your attention: The stock is already up XX% over just 2-3 days since I started a position (might've bottom-picked this one) and it's a XXX% position now which I might increase. If this short excerpt piques your interest you can find the full write-up (21000 words) on my blog. $EDEN $PLX.PA" @ReneSellmann on X 2025-06-29 08:20:15 UTC 8509 followers, 3056 engagements
"So many ugly charts in the alcoholic beverages space. This is The Boston Beer Company $SAM 👇🏻 At some point a contrarian investor will make a lot of money in a few of these names" @ReneSellmann on X 2025-07-20 09:17:09 UTC 8515 followers, 1889 engagements
"Today's a very busy day for my portfolio: - $BKHT released rather bad news again yesterday evening which I needed to process and in fact I just wrote an open letter to the management team which I published on my blog. - $AT dropped XX% this morning after reporting half-year results (at first glance I don't think the drop is justified) - $EVO reported results this morning (looked decent at first glance) - $WISE reported this morning too I'm glad Wise falls into the "no need to babysit" bucket right now (see screenshot below). - $IBKR reports Q2 results later today too. But you know what . I'm" @ReneSellmann on X 2025-07-17 09:14:18 UTC 8515 followers, 1260 engagements
"Heres why Paycom Software $PAYC is an above-average business that is currently trading for a below-market multiple" @ReneSellmann on X 2024-07-04 15:40:55 UTC 8506 followers, 44.2K engagements
"Evolution Gaming $EVO $EVO.ST dropped XX% at one point after Q1. Growth stalled. Margins compressed. So is the thesis broken Whats priced in What now I ran a full deep-dive: KPI dashboard for tracking Reverse valuation math Regulated vs unregulated revenue analysis Read more on the blog" @ReneSellmann on X 2025-05-03 13:42:26 UTC 8506 followers, 5430 engagements