[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.] #  @ReturnsJourney Olivier (Emerging Value) Olivier (Emerging Value) posts on X about $mcpa, bubble, china, amzn the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::3399729285/interactions)  - X Week XXXXXX +24% - X Month XXXXXXX +27% - X Months XXXXXXX +14% - X Year XXXXXXXXX +65% ### Mentions: XX [#](/creator/twitter::3399729285/posts_active)  - X Week XX +18% - X Month XXX +64% - X Months XXX +24% - X Year XXX +97% ### Followers: XXXXX [#](/creator/twitter::3399729285/followers)  - X Week XXXXX +0.87% - X Month XXXXX +2.60% - X Months XXXXX +7.70% - X Year XXXXX +19% ### CreatorRank: XXXXXXX [#](/creator/twitter::3399729285/influencer_rank)  ### Social Influence [#](/creator/twitter::3399729285/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXX% [countries](/list/countries) X% [technology brands](/list/technology-brands) X% [currencies](/list/currencies) XXXX% [travel destinations](/list/travel-destinations) XXXX% [social networks](/list/social-networks) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [fashion brands](/list/fashion-brands) XXXX% **Social topic influence** [$mcpa](/topic/$mcpa) 3.33%, [bubble](/topic/bubble) #948, [china](/topic/china) 2.67%, [amzn](/topic/amzn) 2%, [$amzn](/topic/$amzn) 2%, [stocks](/topic/stocks) 2%, [caps](/topic/caps) 1.33%, [$mc](/topic/$mc) 1.33%, [$pypl](/topic/$pypl) 1.33%, [investment](/topic/investment) XXXX% **Top accounts mentioned or mentioned by** [@steigerwaldvalu](/creator/undefined) [@evfcfaddict](/creator/undefined) [@dabao](/creator/undefined) [@exclamotite69](/creator/undefined) [@ikkenospes](/creator/undefined) [@jam_invest](/creator/undefined) [@arenamancapital](/creator/undefined) [@olvehe](/creator/undefined) [@aktieblogg](/creator/undefined) [@sempiternoinv](/creator/undefined) [@finphysnerd](/creator/undefined) [@grok](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@lt3000lyall](/creator/undefined) [@0x1337ox1337](/creator/undefined) [@nocapcap](/creator/undefined) [@treeending](/creator/undefined) [@simonv100](/creator/undefined) [@clarksquarecap](/creator/undefined) [@nesjamag](/creator/undefined) **Top assets mentioned** [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Merit Circle (MC)](/topic/$mc) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Diageo plc (DEO)](/topic/$deo) [Coca-Cola Co (KO)](/topic/$ko) [Elevance Health Inc (ELV)](/topic/$elv) [Costco Wholesale Corporation (COST)](/topic/costco) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Netflix Inc (NFLX)](/topic/$nflx) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Bruker, Corp. (BRKR)](/topic/$brkr) [Beldex (BDX)](/topic/$bdx) [Becton Dickinson and Co (BDX)](/topic/becton-dickinson) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Mastercard, Inc. (MA)](/topic/$ma) [Alibaba Group (BABA)](/topic/$baba) [Microsoft Corp. (MSFT)](/topic/$msft) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [MercadoLibre Inc (MELI)](/topic/$meli) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Spotify Technology (SPOT)](/topic/$spot) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) ### Top Social Posts [#](/creator/twitter::3399729285/posts) --- Top posts by engagements in the last XX hours "I sold some $Ko during covid to buy some bank and Telco and I 10x and 6x on these additions to losers. There are no rules just fundamentals"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1946835258420167026) 2025-07-20 07:31:10 UTC 9442 followers, 2944 engagements "I was just reviewing some Ideas I did not know that MR Market only had XXX followers. Loads of hidden gems in Europe mentioned. Doing hard work. Notably I need to review: -dovalue SPA -Logista -DCC PLC -Acomo NV"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1835307832620781634) 2024-09-15 13:21:00 UTC 9437 followers, 2021 engagements "What is your top AI stock under X Billion in market capitalisation I only can think of Kontron AG which does IOT services products and software. As more connected devices enter in activity there will be more need for software to control it Any other small caps"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1941428539204698302) 2025-07-05 09:26:48 UTC 9435 followers, 2766 engagements "And thats why $pypl is a better stock than $v and $mc It controls the customer journey"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1941074269875978469) 2025-07-04 09:59:04 UTC 9435 followers, 2222 engagements "A decent half with +16.7% in EUR. Top XX - XX% of portfolio mostly past winners. Waiting for the future gems to topple them. Plan is buy and hold reinvest dividends from the top XX into mostly smaller positions"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1939817642161995795) 2025-06-30 22:45:40 UTC 9436 followers, 8087 engagements "@no_cap_cap but different quality names at XX times earnings"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1945877321497407764) 2025-07-17 16:04:40 UTC 9442 followers, XXX engagements "Best buy 2: X Hidden champions small caps 1-Modern Dental @Healthstockpick is a dental prothesis company from HK at a P/E of 9"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1945538947662160035) 2025-07-16 17:40:06 UTC 9435 followers, 9027 engagements "the CAGR% on $CAGR is not living up to the name"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1942643435745247716) 2025-07-08 17:54:22 UTC 9436 followers, 1609 engagements "@aktieblogg @Sempiterno_Inv Liftco : Average and cyclical Teqnion: Average and cyclical etc etc"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1945153706858553769) 2025-07-15 16:09:17 UTC 9438 followers, XXX engagements "YTD XXXX% strong start but still unfair valuations across the board Top positions ex dividends. Bank of Ireland +389% First Pacific +87% Coca Cola Femsa +57% BATS + due to wash sales Poulaillon +24%"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1897941428589752723) 2025-03-07 09:24:33 UTC 9441 followers, 5845 engagements "Caution avoid Lifco AB here. It's a hold at best at XX times expected earnings. Part of the great quality investing bubble"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1932780416819228815) 2025-06-11 12:42:15 UTC 9440 followers, 5440 engagements "$AMZN "Brit on holidays" Package. Yeah or nay"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1948014692338733376) 2025-07-23 13:37:49 UTC 9436 followers, XXX engagements "Lately I have been averaging UP. Averaging UP in share price. but averaging portfolio P/E Ratio Down. 😭 Value investor turning FOMO"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1947567958907142392) 2025-07-22 08:02:40 UTC 9434 followers, 1383 engagements "@DaBao_ I think that it's for companies whose share price result depends on culture like what restaurant chain is getting popular. My investment is based on Numbers and Physics. So far the Chinese have not found a way to insert new numbers or physical laws"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1948325684406788138) 2025-07-24 10:13:35 UTC 9442 followers, XXX engagements "$TMO is a quality company at a reasonable XX times forward earnings. on my newsletter I profiled Eurofins $ERF.PA in scientific testing that was cheaper at XX times forward earnings. Can't go wrong with these. Quality investing. Any holders"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1942556773677679013) 2025-07-08 12:10:00 UTC 9437 followers, 4833 engagements "The quality bubble is bursting. You started investing. You thought quality investing was great. You paid up for quality because you did not search enough companies. Even paid for a quality investing service. You did not see multiple expansion. Quality without value is nothing"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1945850728385565162) 2025-07-17 14:19:00 UTC 9440 followers, 5975 engagements "10 Holding companies in Emerging markets. which has the best management CK Hutchison First Pacific Swire Pacific Jardine Matheson Jardine Cycle and Carriage Boustead Singapore Remgro Bidvest Cosan Mahindra and Mahindra Maybe . Cosan or Remgro"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1767140845373813117) 2024-03-11 10:49:44 UTC 9438 followers, 18.6K engagements "@irbezek "inexplicably expensive stocks" often have explicable big drops haha"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1948469651022729539) 2025-07-24 19:45:40 UTC 9442 followers, XXX engagements "$docs.L a Bargain usually does not start at Price to Sales of 3-4. These multiples means good margins are priced in. Buy these companies at price to sales under XXX then low margins are priced in. It also gives you a good long term perspective for companies with XX years +"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1837054168789348769) 2024-09-20 09:00:19 UTC 9436 followers, 5885 engagements "In Germany you can buy Ace Hardware Indonesia trading at about XX% discount to X times earnings main listing. Or 5-6 times earnings. This is a high quality high ROE franchise. Forget about Costco at XX times earnings. Very illiquid spread is XXXXX to XXXXX 🤣 I did not try"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1945029412270809443) 2025-07-15 07:55:23 UTC 9435 followers, 6633 engagements "@no_cap_cap @KairosPraxis @WagieCapital I mean that if you invest 100s of Billions you cannot have a good return on investment unless you make more money than the entire country afterwards. companies with the best ROI are companies who make smaller investments"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1948249608221557176) 2025-07-24 05:11:17 UTC 9438 followers, XX engagements "@SteigerwaldValu That was just a joke hiding in there Alochol is more depressed but LVMH is a superior business"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1945801850646663181) 2025-07-17 11:04:47 UTC 9440 followers, XXX engagements "@Exclamotite69 I was looking at it. How do you feel about the patent nature of profits Maybe I need to read a write up"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1941811672290652360) 2025-07-06 10:49:14 UTC 9435 followers, XXX engagements "People look too hard for opportunities. Fintwit is looking for $oscr like "it's going to be a P/E X stock in 2028" when this or that happens." Ok but if you want a P/E X stock just buy a P/E X stock 😂"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1947776417137082641) 2025-07-22 21:51:00 UTC 9440 followers, 2495 engagements "Chilean Peso decoupled from Copper. Copper keeps going higher. Currency should follow. Covid momentum trading changed the fundamentals. USD bubble popping. Long Chile $CLP"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1939268296475316578) 2025-06-29 10:22:46 UTC 9441 followers, 4812 engagements "It's obvious that the Great Wall of China uses a lot of Cement for repairs"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1947922378631106768) 2025-07-23 07:31:00 UTC 9441 followers, 2068 engagements "10 Hidden champions with fast EBITDA growth in the past X years and Under XX times earnings Many were sourced from here 1InPost S.A. (E-commerce Logistics ): EBITDA Growth (CAGR FY) XXXXXX% P/E 17.8x 2XPEL Inc. (Consumer Discretionary ): EBITDA Growth (CAGR FY) XXXXX% P/E 21.1x - close to XX - legendary compounder 3Auction Technology Group plc (Consumer Discretionary ): EBITDA Growth (CAGR FY) XXXXX% P/E 15.9x 4Mader Group Limited (Industrial Maintenance ): EBITDA Growth (CAGR FY) XXXXX% P/E 19.5x 5Sdiptech AB (Industrials ): EBITDA Growth (CAGR FY) XXXXX% P/E 18.0x 6The Platform Group AG"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1931629497314353324) 2025-06-08 08:28:54 UTC 9435 followers, 18.6K engagements "$EVO.st down 20%. Multiple bull thesis published. This does not mean that the ideas were wrong. Maybe the opportunity is bigger but the shareholder base was too weak as often for Twitter and newsletter ideas"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1917667107401015771) 2025-04-30 19:47:21 UTC 9436 followers, 3931 engagements "ok how do you play this Buy $DEO Buy $NFLX or short everything"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1948116622046269926) 2025-07-23 20:22:51 UTC 9442 followers, 4001 engagements "$LVMH $MC.PA time to buy Quick review tomorrow. 👜🛍"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1942956824342249651) 2025-07-09 14:39:39 UTC 9435 followers, 1684 engagements "$AXON. Sell on insane valuation and low growth. Bubble"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1947287808181252322) 2025-07-21 13:29:26 UTC 9441 followers, 7178 engagements "In my $LVMH $MC.PA article I make the case for waiting for a better entry point after H1 results or to even wait for sales to turn around. I am also surprised by the resilience of the business in this environment and found something interesting in the geographic sales data. --"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1943227291632357697) 2025-07-10 08:34:24 UTC 9439 followers, 4320 engagements "LVMH ( $mc.pa) is a quality compounder. It is up XX% in a few days after a X years decline. Building a trend line from 2000 to 2019 (Pre covid) shows that the sales and profits are still over the trend line. Likely more downside to profits until we catch up"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1941420032749166893) 2025-07-05 08:53:00 UTC 9435 followers, 2211 engagements "Few know. PayPal has something that $V and $MC don't have. A consumer merchant network for a future of payments+commerce. That's the core of the thesis"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1948402794844557400) 2025-07-24 15:20:00 UTC 9442 followers, 1700 engagements "Healthcare is a resilient and constantly growing industry. ⚕ Here is a list of healthcare stocks with cheap valuations. $2150 - CareNet Inc. ROCE: XXXXX% P/E: 16.6x $TMO - Thermo Fisher Scientific Inc. ROCE: XXXXX% EV/EBITDA: 17.0x P/E: 18.8x $BRKR - Bruker Corporation ROCE: XXXX% EV/EBITDA: 14.1x P/E: 16.7x $BDX - Becton Dickinson and Company ROCE: XXXX% EV/EBITDA: 12.0x P/E: 12.4x $MDT - Medtronic plc ROCE: XXXX% EV/EBITDA: 14.3x P/E: 15.9x $A - Agilent Technologies Inc. ROCE: XXXXX% EV/EBITDA: 19.5x P/E: 20.8x $ALGN - Align Technology Inc. ROCE: XXXXX% EV/EBITDA: 15.9x P/E: 18.7x $ERF -"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1941767782346989633) 2025-07-06 07:54:50 UTC 9438 followers, 14.1K engagements "Buying quality stocks or hidden champions when they are on sale beats the pure quality popular investing over the long term. Forget perfect charts. Buy broken charts. $ERF.PA $MC.PA"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1939662979630334250) 2025-06-30 12:31:06 UTC 9436 followers, 7930 engagements "In life anything can happen. Even CK Hutchison not being down for the year and beating the SP500"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1922702852155191802) 2025-05-14 17:17:36 UTC 9435 followers, 3148 engagements "While everybody is chasing quality at expensive prices that strategy has already proven costly in 2024-2025. $Nike $deo $lvmhy $mc.pa $fico $brf.b Quality as a factor keeps underperforming. Quality value and deep value 👌 👏 👍 Are you ready"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1945142544297243046) 2025-07-15 15:24:56 UTC 9435 followers, 1882 engagements "Forget about studying the greats and Visa and Mastercard and CSU. The time is now. Actually it started early 2024 with the bottom in China tech. (That I timed). The time is now to invest in the quality compounders of the global south. I am so excited each time I add. Or with what I hold. This time is different"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1946670423506059763) 2025-07-19 20:36:11 UTC 9442 followers, 4298 engagements "CK Hutchison moves forward towards a more capital light business with another Telecom merger. The diversified holding company finds itself at XXX FW PE ratio with expected growth of XX% next year. What the market needs to see is a more agressive stance to capital returns"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1929804637088948708) 2025-06-03 07:37:34 UTC 9435 followers, 5082 engagements "@finphysnerd Not gambling technically but its still a gamble to short while you can just do fine going long only. Not needed with your 500k price money. Just my opinion"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1947338839778840765) 2025-07-21 16:52:13 UTC 9438 followers, XXX engagements "Eurofins scientific is a leader in testing in the life and science industries"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1919729244092928187) 2025-05-06 12:21:33 UTC 9434 followers, 2171 engagements "$JD and $BABA lower sales than Amazon are fully explained by the lower GDP per capita in China than the USA/Western Europe. (Koyfin data) These two companies are as successful as $AMZN"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1947289261444653243) 2025-07-21 13:35:13 UTC 9442 followers, 5142 engagements "Newprinces ex Newlat. Acquisition let growth. Food business. Just bought a factory from Diageo Italy. Compounder. Quality value"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1941141699822301332) 2025-07-04 14:27:00 UTC 9441 followers, 7208 engagements "I have been a terrible tech investor. -Errors of omission ( $GOOG) $MSFT when it was called a value trap $AMZN $MELI -Chosing value-tech (Except in China and Kazakhstan where it worked well). -If I would do it again I would buy and hold mag5 type companies and new customer leaders like $UBER and $Spot when they are at X to X price to sales. -$GRAB seems to fit the bill. However I don't really have cash for new tech positions now with value still too cheap comparatively. Maybe at the next cycle"  [@ReturnsJourney](/creator/x/ReturnsJourney) on [X](/post/tweet/1938933398338490547) 2025-06-28 12:12:00 UTC 9435 followers, 3850 engagements
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@ReturnsJourney Olivier (Emerging Value)
Olivier (Emerging Value) posts on X about $mcpa, bubble, china, amzn the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +24%
- X Month XXXXXXX +27%
- X Months XXXXXXX +14%
- X Year XXXXXXXXX +65%
Mentions: XX #
- X Week XX +18%
- X Month XXX +64%
- X Months XXX +24%
- X Year XXX +97%
Followers: XXXXX #
- X Week XXXXX +0.87%
- X Month XXXXX +2.60%
- X Months XXXXX +7.70%
- X Year XXXXX +19%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance XXXXX% stocks XXXX% countries X% technology brands X% currencies XXXX% travel destinations XXXX% social networks XXXX% cryptocurrencies XXXX% fashion brands XXXX%
Social topic influence $mcpa 3.33%, bubble #948, china 2.67%, amzn 2%, $amzn 2%, stocks 2%, caps 1.33%, $mc 1.33%, $pypl 1.33%, investment XXXX%
Top accounts mentioned or mentioned by @steigerwaldvalu @evfcfaddict @dabao @exclamotite69 @ikkenospes @jam_invest @arenamancapital @olvehe @aktieblogg @sempiternoinv @finphysnerd @grok @joinyellowbrick @lt3000lyall @0x1337ox1337 @nocapcap @treeending @simonv100 @clarksquarecap @nesjamag
Top assets mentioned Amazon.com, Inc. (AMZN) Merit Circle (MC) PayPal Holdings Inc (PYPL) Thermo Fisher Scientific Inc. (TMO) Diageo plc (DEO) Coca-Cola Co (KO) Elevance Health Inc (ELV) Costco Wholesale Corporation (COST) Oscar Health, Inc. (OSCR) Netflix Inc (NFLX) Axon Enterprise, Inc. (AXON) Bruker, Corp. (BRKR) Beldex (BDX) Becton Dickinson and Co (BDX) Fair Isaac, Corp. (FICO) Mastercard, Inc. (MA) Alibaba Group (BABA) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) MercadoLibre Inc (MELI) Uber Technologies, Inc. (UBER) Spotify Technology (SPOT) Grab Holdings Limited Class A Ordinary Shares (GRAB)
Top Social Posts #
Top posts by engagements in the last XX hours
"I sold some $Ko during covid to buy some bank and Telco and I 10x and 6x on these additions to losers. There are no rules just fundamentals"
@ReturnsJourney on X 2025-07-20 07:31:10 UTC 9442 followers, 2944 engagements
"I was just reviewing some Ideas I did not know that MR Market only had XXX followers. Loads of hidden gems in Europe mentioned. Doing hard work. Notably I need to review: -dovalue SPA -Logista -DCC PLC -Acomo NV" @ReturnsJourney on X 2024-09-15 13:21:00 UTC 9437 followers, 2021 engagements
"What is your top AI stock under X Billion in market capitalisation I only can think of Kontron AG which does IOT services products and software. As more connected devices enter in activity there will be more need for software to control it Any other small caps" @ReturnsJourney on X 2025-07-05 09:26:48 UTC 9435 followers, 2766 engagements
"And thats why $pypl is a better stock than $v and $mc It controls the customer journey" @ReturnsJourney on X 2025-07-04 09:59:04 UTC 9435 followers, 2222 engagements
"A decent half with +16.7% in EUR. Top XX - XX% of portfolio mostly past winners. Waiting for the future gems to topple them. Plan is buy and hold reinvest dividends from the top XX into mostly smaller positions" @ReturnsJourney on X 2025-06-30 22:45:40 UTC 9436 followers, 8087 engagements
"@no_cap_cap but different quality names at XX times earnings" @ReturnsJourney on X 2025-07-17 16:04:40 UTC 9442 followers, XXX engagements
"Best buy 2: X Hidden champions small caps 1-Modern Dental @Healthstockpick is a dental prothesis company from HK at a P/E of 9" @ReturnsJourney on X 2025-07-16 17:40:06 UTC 9435 followers, 9027 engagements
"the CAGR% on $CAGR is not living up to the name" @ReturnsJourney on X 2025-07-08 17:54:22 UTC 9436 followers, 1609 engagements
"@aktieblogg @Sempiterno_Inv Liftco : Average and cyclical Teqnion: Average and cyclical etc etc" @ReturnsJourney on X 2025-07-15 16:09:17 UTC 9438 followers, XXX engagements
"YTD XXXX% strong start but still unfair valuations across the board Top positions ex dividends. Bank of Ireland +389% First Pacific +87% Coca Cola Femsa +57% BATS + due to wash sales Poulaillon +24%" @ReturnsJourney on X 2025-03-07 09:24:33 UTC 9441 followers, 5845 engagements
"Caution avoid Lifco AB here. It's a hold at best at XX times expected earnings. Part of the great quality investing bubble" @ReturnsJourney on X 2025-06-11 12:42:15 UTC 9440 followers, 5440 engagements
"$AMZN "Brit on holidays" Package. Yeah or nay" @ReturnsJourney on X 2025-07-23 13:37:49 UTC 9436 followers, XXX engagements
"Lately I have been averaging UP. Averaging UP in share price. but averaging portfolio P/E Ratio Down. 😭 Value investor turning FOMO" @ReturnsJourney on X 2025-07-22 08:02:40 UTC 9434 followers, 1383 engagements
"@DaBao_ I think that it's for companies whose share price result depends on culture like what restaurant chain is getting popular. My investment is based on Numbers and Physics. So far the Chinese have not found a way to insert new numbers or physical laws" @ReturnsJourney on X 2025-07-24 10:13:35 UTC 9442 followers, XXX engagements
"$TMO is a quality company at a reasonable XX times forward earnings. on my newsletter I profiled Eurofins $ERF.PA in scientific testing that was cheaper at XX times forward earnings. Can't go wrong with these. Quality investing. Any holders" @ReturnsJourney on X 2025-07-08 12:10:00 UTC 9437 followers, 4833 engagements
"The quality bubble is bursting. You started investing. You thought quality investing was great. You paid up for quality because you did not search enough companies. Even paid for a quality investing service. You did not see multiple expansion. Quality without value is nothing" @ReturnsJourney on X 2025-07-17 14:19:00 UTC 9440 followers, 5975 engagements
"10 Holding companies in Emerging markets. which has the best management CK Hutchison First Pacific Swire Pacific Jardine Matheson Jardine Cycle and Carriage Boustead Singapore Remgro Bidvest Cosan Mahindra and Mahindra Maybe . Cosan or Remgro" @ReturnsJourney on X 2024-03-11 10:49:44 UTC 9438 followers, 18.6K engagements
"@irbezek "inexplicably expensive stocks" often have explicable big drops haha" @ReturnsJourney on X 2025-07-24 19:45:40 UTC 9442 followers, XXX engagements
"$docs.L a Bargain usually does not start at Price to Sales of 3-4. These multiples means good margins are priced in. Buy these companies at price to sales under XXX then low margins are priced in. It also gives you a good long term perspective for companies with XX years +" @ReturnsJourney on X 2024-09-20 09:00:19 UTC 9436 followers, 5885 engagements
"In Germany you can buy Ace Hardware Indonesia trading at about XX% discount to X times earnings main listing. Or 5-6 times earnings. This is a high quality high ROE franchise. Forget about Costco at XX times earnings. Very illiquid spread is XXXXX to XXXXX 🤣 I did not try" @ReturnsJourney on X 2025-07-15 07:55:23 UTC 9435 followers, 6633 engagements
"@no_cap_cap @KairosPraxis @WagieCapital I mean that if you invest 100s of Billions you cannot have a good return on investment unless you make more money than the entire country afterwards. companies with the best ROI are companies who make smaller investments" @ReturnsJourney on X 2025-07-24 05:11:17 UTC 9438 followers, XX engagements
"@SteigerwaldValu That was just a joke hiding in there Alochol is more depressed but LVMH is a superior business" @ReturnsJourney on X 2025-07-17 11:04:47 UTC 9440 followers, XXX engagements
"@Exclamotite69 I was looking at it. How do you feel about the patent nature of profits Maybe I need to read a write up" @ReturnsJourney on X 2025-07-06 10:49:14 UTC 9435 followers, XXX engagements
"People look too hard for opportunities. Fintwit is looking for $oscr like "it's going to be a P/E X stock in 2028" when this or that happens." Ok but if you want a P/E X stock just buy a P/E X stock 😂" @ReturnsJourney on X 2025-07-22 21:51:00 UTC 9440 followers, 2495 engagements
"Chilean Peso decoupled from Copper. Copper keeps going higher. Currency should follow. Covid momentum trading changed the fundamentals. USD bubble popping. Long Chile $CLP" @ReturnsJourney on X 2025-06-29 10:22:46 UTC 9441 followers, 4812 engagements
"It's obvious that the Great Wall of China uses a lot of Cement for repairs" @ReturnsJourney on X 2025-07-23 07:31:00 UTC 9441 followers, 2068 engagements
"10 Hidden champions with fast EBITDA growth in the past X years and Under XX times earnings Many were sourced from here 1InPost S.A. (E-commerce Logistics ): EBITDA Growth (CAGR FY) XXXXXX% P/E 17.8x 2XPEL Inc. (Consumer Discretionary ): EBITDA Growth (CAGR FY) XXXXX% P/E 21.1x - close to XX - legendary compounder 3Auction Technology Group plc (Consumer Discretionary ): EBITDA Growth (CAGR FY) XXXXX% P/E 15.9x 4Mader Group Limited (Industrial Maintenance ): EBITDA Growth (CAGR FY) XXXXX% P/E 19.5x 5Sdiptech AB (Industrials ): EBITDA Growth (CAGR FY) XXXXX% P/E 18.0x 6The Platform Group AG" @ReturnsJourney on X 2025-06-08 08:28:54 UTC 9435 followers, 18.6K engagements
"$EVO.st down 20%. Multiple bull thesis published. This does not mean that the ideas were wrong. Maybe the opportunity is bigger but the shareholder base was too weak as often for Twitter and newsletter ideas" @ReturnsJourney on X 2025-04-30 19:47:21 UTC 9436 followers, 3931 engagements
"ok how do you play this Buy $DEO Buy $NFLX or short everything" @ReturnsJourney on X 2025-07-23 20:22:51 UTC 9442 followers, 4001 engagements
"$LVMH $MC.PA time to buy Quick review tomorrow. 👜🛍" @ReturnsJourney on X 2025-07-09 14:39:39 UTC 9435 followers, 1684 engagements
"$AXON. Sell on insane valuation and low growth. Bubble" @ReturnsJourney on X 2025-07-21 13:29:26 UTC 9441 followers, 7178 engagements
"In my $LVMH $MC.PA article I make the case for waiting for a better entry point after H1 results or to even wait for sales to turn around. I am also surprised by the resilience of the business in this environment and found something interesting in the geographic sales data. --" @ReturnsJourney on X 2025-07-10 08:34:24 UTC 9439 followers, 4320 engagements
"LVMH ( $mc.pa) is a quality compounder. It is up XX% in a few days after a X years decline. Building a trend line from 2000 to 2019 (Pre covid) shows that the sales and profits are still over the trend line. Likely more downside to profits until we catch up" @ReturnsJourney on X 2025-07-05 08:53:00 UTC 9435 followers, 2211 engagements
"Few know. PayPal has something that $V and $MC don't have. A consumer merchant network for a future of payments+commerce. That's the core of the thesis" @ReturnsJourney on X 2025-07-24 15:20:00 UTC 9442 followers, 1700 engagements
"Healthcare is a resilient and constantly growing industry. ⚕ Here is a list of healthcare stocks with cheap valuations. $2150 - CareNet Inc. ROCE: XXXXX% P/E: 16.6x $TMO - Thermo Fisher Scientific Inc. ROCE: XXXXX% EV/EBITDA: 17.0x P/E: 18.8x $BRKR - Bruker Corporation ROCE: XXXX% EV/EBITDA: 14.1x P/E: 16.7x $BDX - Becton Dickinson and Company ROCE: XXXX% EV/EBITDA: 12.0x P/E: 12.4x $MDT - Medtronic plc ROCE: XXXX% EV/EBITDA: 14.3x P/E: 15.9x $A - Agilent Technologies Inc. ROCE: XXXXX% EV/EBITDA: 19.5x P/E: 20.8x $ALGN - Align Technology Inc. ROCE: XXXXX% EV/EBITDA: 15.9x P/E: 18.7x $ERF -" @ReturnsJourney on X 2025-07-06 07:54:50 UTC 9438 followers, 14.1K engagements
"Buying quality stocks or hidden champions when they are on sale beats the pure quality popular investing over the long term. Forget perfect charts. Buy broken charts. $ERF.PA $MC.PA" @ReturnsJourney on X 2025-06-30 12:31:06 UTC 9436 followers, 7930 engagements
"In life anything can happen. Even CK Hutchison not being down for the year and beating the SP500" @ReturnsJourney on X 2025-05-14 17:17:36 UTC 9435 followers, 3148 engagements
"While everybody is chasing quality at expensive prices that strategy has already proven costly in 2024-2025. $Nike $deo $lvmhy $mc.pa $fico $brf.b Quality as a factor keeps underperforming. Quality value and deep value 👌 👏 👍 Are you ready" @ReturnsJourney on X 2025-07-15 15:24:56 UTC 9435 followers, 1882 engagements
"Forget about studying the greats and Visa and Mastercard and CSU. The time is now. Actually it started early 2024 with the bottom in China tech. (That I timed). The time is now to invest in the quality compounders of the global south. I am so excited each time I add. Or with what I hold. This time is different" @ReturnsJourney on X 2025-07-19 20:36:11 UTC 9442 followers, 4298 engagements
"CK Hutchison moves forward towards a more capital light business with another Telecom merger. The diversified holding company finds itself at XXX FW PE ratio with expected growth of XX% next year. What the market needs to see is a more agressive stance to capital returns" @ReturnsJourney on X 2025-06-03 07:37:34 UTC 9435 followers, 5082 engagements
"@finphysnerd Not gambling technically but its still a gamble to short while you can just do fine going long only. Not needed with your 500k price money. Just my opinion" @ReturnsJourney on X 2025-07-21 16:52:13 UTC 9438 followers, XXX engagements
"Eurofins scientific is a leader in testing in the life and science industries" @ReturnsJourney on X 2025-05-06 12:21:33 UTC 9434 followers, 2171 engagements
"$JD and $BABA lower sales than Amazon are fully explained by the lower GDP per capita in China than the USA/Western Europe. (Koyfin data) These two companies are as successful as $AMZN" @ReturnsJourney on X 2025-07-21 13:35:13 UTC 9442 followers, 5142 engagements
"Newprinces ex Newlat. Acquisition let growth. Food business. Just bought a factory from Diageo Italy. Compounder. Quality value" @ReturnsJourney on X 2025-07-04 14:27:00 UTC 9441 followers, 7208 engagements
"I have been a terrible tech investor. -Errors of omission ( $GOOG) $MSFT when it was called a value trap $AMZN $MELI -Chosing value-tech (Except in China and Kazakhstan where it worked well). -If I would do it again I would buy and hold mag5 type companies and new customer leaders like $UBER and $Spot when they are at X to X price to sales. -$GRAB seems to fit the bill. However I don't really have cash for new tech positions now with value still too cheap comparatively. Maybe at the next cycle" @ReturnsJourney on X 2025-06-28 12:12:00 UTC 9435 followers, 3850 engagements