[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 emerging markets, stocks, $pypl, emerging the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::3399729285/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +119% - X Months XXXXXXXXX +168% - X Year XXXXXXXXX +71% ### Mentions: XX [#](/creator/twitter::3399729285/posts_active)  - X Week XX -XX% - X Month XX -XX% - X Months XXX +136% - X Year XXX +66% ### Followers: XXXXXX [#](/creator/twitter::3399729285/followers)  - X Week XXXXXX +0.53% - X Month XXXXXX +3.20% - X Months XXXXXX +18% - X Year XXXXXX +27% ### CreatorRank: XXXXXXX [#](/creator/twitter::3399729285/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXXX% [countries](/list/countries) XXXXX% [technology brands](/list/technology-brands) XXXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [emerging markets](/topic/emerging-markets) #6, [stocks](/topic/stocks) 6.52%, [$pypl](/topic/$pypl) #567, [emerging](/topic/emerging) #25, [$uber](/topic/$uber) #728, [business](/topic/business) 4.35%, [$dlo](/topic/$dlo) #21, [germany](/topic/germany) 4.35%, [alibaba](/topic/alibaba) #297, [bio](/topic/bio) XXXX% **Top accounts mentioned or mentioned by** [@mikefritzell](/creator/undefined) [@sojustfollowme](/creator/undefined) [@hanblicheya](/creator/undefined) [@flippyfloppy52](/creator/undefined) [@dimitrynakhla](/creator/undefined) [@tobias222225](/creator/undefined) [@jave_t23](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@nenkog](/creator/undefined) [@irbezek](/creator/undefined) [@nataninvesting](/creator/undefined) [@kchoudhu](/creator/undefined) [@capexandchill](/creator/undefined) [@jakepaul](/creator/undefined) [@loganpaul](/creator/undefined) [@geoffreywoo](/creator/undefined) [@antifund](/creator/undefined) [@finphysnerd](/creator/undefined) [@jptissot1](/creator/undefined) [@daveyjuice](/creator/undefined) **Top assets mentioned** [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Uber Technologies, Inc. (UBER)](/topic/$uber) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [DoorDash, Inc. (DASH)](/topic/doordash) [Fiserv, Inc. (FI)](/topic/$fi) [NVIDIA Corp. (NVDA)](/topic/$nvda) [UnitedHealth Group (UNH)](/topic/$unh) [Diageo plc (DEO)](/topic/$deo) [Brown-Forman Corporation Class B (BF.B)](/topic/$bfb) [Nu Holdings Ltd. (NU)](/topic/nu-holdings) [Alibaba Group (BABA)](/topic/$baba) [MercadoLibre Inc (MELI)](/topic/$meli) [Sea Limited (SE)](/topic/$se) ### Top Social Posts Top posts by engagements in the last XX hours "First Pacific finally a bagger ex dividends +111%. Still a bargain. Value is only at the beginning. I just wrote an update on subsidiary Indofood with the stock going nowhere. Link in bio" [X Link](https://x.com/ReturnsJourney/status/1902277487893029315) 2025-03-19T08:34Z 10.8K followers, 7013 engagements "I believe the $DHER will beat $UBER returns XX years on due to price to sale under X for a related business model. Delivery hero is a global food delivery platform under various brands in Europe Asia Middle East and the Americas. EV/Sales XXX and Q2 Total Segment Revenue up XX% YoY while GMV was up 11%" [X Link](https://x.com/ReturnsJourney/status/1986108275541102675) 2025-11-05T16:28Z 10.8K followers, 4685 engagements "It's a good value creator but there is no org chart that looks more like a value trap $BOL.PA Only for the ultra patient" [X Link](https://x.com/ReturnsJourney/status/1690772703492628480) 2023-08-13T17:10Z 10.8K followers, 7233 engagements "Vinci Compass Partners. Brookfield corp in Latin America or not Brookfield Corp is one great compounders in the past decades at XX% annual return over XX years. It is an asset manager.Asset management is a high quality business because you collect fees on the assets (1/20)" [X Link](https://x.com/ReturnsJourney/status/1970250227262058763) 2025-09-22T22:13Z 10.8K followers, 13.3K engagements "@Jave_t23 I cannot buy it but I bought Sendas Distribuidora last year. I hope Mateus does not compete me over too much" [X Link](https://x.com/ReturnsJourney/status/1997272005289324901) 2025-12-06T11:48Z 10.8K followers, XXX engagements "What is your top East Asian idea right now Mine would be Medical net (Japan) $3645" [X Link](https://x.com/ReturnsJourney/status/1988546548716749283) 2025-11-12T09:56Z 10.8K followers, 4715 engagements "Chilean Peso decoupled from Copper. Copper keeps going higher. Currency should follow. Covid momentum trading changed the fundamentals. USD bubble popping. Long Chile $CLP" [X Link](https://x.com/ReturnsJourney/status/1939268296475316578) 2025-06-29T10:22Z 10.8K followers, 8949 engagements "$LVMH $MC.PA time to buy Quick review tomorrow. 👜🛍" [X Link](https://x.com/ReturnsJourney/status/1942956824342249651) 2025-07-09T14:39Z 10.8K followers, 1844 engagements "Part one of the Dlocal discussion and analysis is available on paymentsinvest. the other site that should not be named. com $DLO is a fast growing payment facilitator for emerging markets for global companies trading at XX times earnings. What are the bullish points" [X Link](https://x.com/ReturnsJourney/status/1997653232198300011) 2025-12-07T13:03Z 10.8K followers, 2249 engagements "@Finanzasybolsa other payment gateways don't retain big amount of money I haven't used any that does not. But they need more transparency and customer friendliness indeed" [X Link](https://x.com/ReturnsJourney/status/1998332126081536023) 2025-12-09T10:01Z 10.8K followers, XXX engagements "Little crowdsource contest: Do you know a over XX% revenue from emerging market company that trades in Europe or North America or Australia/Japan and is; -Not an ADR/GDR -That is not in mining or energy -Profitable -A company like Delivery Hero for example trades in Germany but most of the revenue is in EMs. A company like Patria investment trades in the US and is a mostly EM/Latam asset manager. I will give X month full access to my newsletter if you find me one I don't know or cover. My goal is to increase coverage. Post below: Thanks" [X Link](https://x.com/ReturnsJourney/status/1960750330104209614) 2025-08-27T17:04Z 10.8K followers, 28.8K engagements "I always bought EMs on valuations and never on politics. It always worked. It's a good simplification matrix. buy cheap EM. I missed Argentina thought so it was the exception where one politician changed the game" [X Link](https://x.com/ReturnsJourney/status/1997266212712321034) 2025-12-06T11:25Z 10.8K followers, 15.5K engagements "Delivery Hero at nearly 1/10th the IPO price but the revenue grew by around XX times. Sales of XX Billion Euros and growing. Glovo Foodpanda PedidosYa Tabalat. Significant discount to Uber Doordash Grab" [X Link](https://x.com/ReturnsJourney/status/1971636763891470436) 2025-09-26T18:03Z 10.8K followers, 11.1K engagements "Diageo a quality stock is it finally cheap enough XX Forward P/E" [X Link](https://x.com/ReturnsJourney/status/1986771445087625474) 2025-11-07T12:23Z 10.8K followers, 81.5K engagements "Top hated stocks right now: Novo Nordisk $NOVO PayPal $PYPL Fiserv $FI Nvidia $NVDA (those who missed it) Constellation Software $CSU United Health $UNH Brown Forman $BF.B Diageo $DEO Intellego $INT.ST Which one is a buy I vote for $PYPL" [X Link](https://x.com/ReturnsJourney/status/1988256056170942762) 2025-11-11T14:42Z 10.8K followers, 39.6K engagements "@ReneSellmann i would focus on delivery hero" [X Link](https://x.com/ReturnsJourney/status/1994885966364885198) 2025-11-29T21:47Z 10.8K followers, XXX engagements "@realroseceline Emerging markets . Vinci Patria MTN Airtel Sanlam JD Kaspi Dlocal Coca Cola bottlers Assai Alcadista First Pacific Etc" [X Link](https://x.com/ReturnsJourney/status/1996655765315277197) 2025-12-04T19:00Z 10.8K followers, XXX engagements "The quality bubble has popped everything was over valued and overhyped. I warned. Ironically now these picks are a bit more reasonable buys although the emerging value ones are much cheaper. Not only me but also plenty of value/event/microcaps investors from Germany Czechia Asia Canada" [X Link](https://x.com/ReturnsJourney/status/1998309504367132716) 2025-12-09T08:31Z 10.8K followers, 21.1K engagements "Emerging Markets Quality Stocks Airtel Africa Prudential PLC Helios Tower Discovery limited MTN Group Sanlam Shoprite Vodacom Clicks Allegro AMBRA Asseco Poland Auto Partner Oponeo PZU Synektik Toya Text I firma Alibaba JD PDD Tencent Xiaomi Ambev Inter & Co Nu Holdings Patria Investments Vinci Partners Bimbo Coca-Cola Femsa FEMSA Gruma Grab IHS Towers Sea Limited AB InBev Corporation America Airports Dlocal Karoo Mercado Libre Kaspi Mahindra & Mahindra MakeMyTrip Thai Beverage Coca-Cola Andina Coca-Cola HBC Integrated Diagnostics Modern Dental PT Indofood Jardine Matheson Price Mart What" [X Link](https://x.com/ReturnsJourney/status/1991891944851611943) 2025-11-21T15:30Z 10.8K followers, 39.9K engagements "$PYPL people selling now remind me of desperate bulls selling $BABA Alibaba in 2023 after buying at XXX. Growth investors "weak hands" being replaced by value "strong hands". Explanation below: Andr Kostolany's "weak hands strong hands" theory is a concept rooted in market psychology and the distribution of assets during market cycles. 🤝 Weak Hands vs. Strong Hands Kostolany a famous investor and speculator believed that the short- to medium-term direction of the stock market is determined by who holds the stocks: Weak Hands 👋: These are investors who are easily panicked by bad news get" [X Link](https://x.com/ReturnsJourney/status/1998315265684095034) 2025-12-09T08:54Z 10.8K followers, 4842 engagements "Some emerging markets E-commerce companies by GMV. After thinking a lot about price to sales which incorporates also secondary services like payments I want to simplify to the maximum and think about gross merchandise value. What if we compare the market cap to GMV 1/2" [X Link](https://x.com/ReturnsJourney/status/1998708438294311175) 2025-12-10T10:56Z 10.8K followers, 3194 engagements "That is what we have. $Heps in Trkyie is the cheapest followed by $JD. Kaspi has massive payment operations which means it's further undervalued. Same for $SE limited with the massive gaming operation. $MELI is the most expensive" [X Link](https://x.com/ReturnsJourney/status/1998708442383659212) 2025-12-10T10:56Z 10.8K followers, 1720 engagements "@hanblicheya good company it's supermarkets. These types of investors all copy each other. So one notable investor talked about it and they all copied" [X Link](https://x.com/ReturnsJourney/status/1998767717482934781) 2025-12-10T14:52Z 10.8K followers, XX engagements "I will not sell $PYPL because. my ability to hold to value traps is very good" [X Link](https://x.com/ReturnsJourney/status/1998851840101027934) 2025-12-10T20:26Z 10.8K followers, 1587 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@ReturnsJourney Olivier (Emerging Value)Olivier (Emerging Value) posts on X about emerging markets, stocks, $pypl, emerging the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence finance XXXXX% stocks XXXXX% countries XXXXX% technology brands XXXXX% currencies XXXX%
Social topic influence emerging markets #6, stocks 6.52%, $pypl #567, emerging #25, $uber #728, business 4.35%, $dlo #21, germany 4.35%, alibaba #297, bio XXXX%
Top accounts mentioned or mentioned by @mikefritzell @sojustfollowme @hanblicheya @flippyfloppy52 @dimitrynakhla @tobias222225 @jave_t23 @joinyellowbrick @nenkog @irbezek @nataninvesting @kchoudhu @capexandchill @jakepaul @loganpaul @geoffreywoo @antifund @finphysnerd @jptissot1 @daveyjuice
Top assets mentioned PayPal Holdings Inc (PYPL) Uber Technologies, Inc. (UBER) DLocal Limited Class A Common Shares (DLO) DoorDash, Inc. (DASH) Fiserv, Inc. (FI) NVIDIA Corp. (NVDA) UnitedHealth Group (UNH) Diageo plc (DEO) Brown-Forman Corporation Class B (BF.B) Nu Holdings Ltd. (NU) Alibaba Group (BABA) MercadoLibre Inc (MELI) Sea Limited (SE)
Top posts by engagements in the last XX hours
"First Pacific finally a bagger ex dividends +111%. Still a bargain. Value is only at the beginning. I just wrote an update on subsidiary Indofood with the stock going nowhere. Link in bio"
X Link 2025-03-19T08:34Z 10.8K followers, 7013 engagements
"I believe the $DHER will beat $UBER returns XX years on due to price to sale under X for a related business model. Delivery hero is a global food delivery platform under various brands in Europe Asia Middle East and the Americas. EV/Sales XXX and Q2 Total Segment Revenue up XX% YoY while GMV was up 11%"
X Link 2025-11-05T16:28Z 10.8K followers, 4685 engagements
"It's a good value creator but there is no org chart that looks more like a value trap $BOL.PA Only for the ultra patient"
X Link 2023-08-13T17:10Z 10.8K followers, 7233 engagements
"Vinci Compass Partners. Brookfield corp in Latin America or not Brookfield Corp is one great compounders in the past decades at XX% annual return over XX years. It is an asset manager.Asset management is a high quality business because you collect fees on the assets (1/20)"
X Link 2025-09-22T22:13Z 10.8K followers, 13.3K engagements
"@Jave_t23 I cannot buy it but I bought Sendas Distribuidora last year. I hope Mateus does not compete me over too much"
X Link 2025-12-06T11:48Z 10.8K followers, XXX engagements
"What is your top East Asian idea right now Mine would be Medical net (Japan) $3645"
X Link 2025-11-12T09:56Z 10.8K followers, 4715 engagements
"Chilean Peso decoupled from Copper. Copper keeps going higher. Currency should follow. Covid momentum trading changed the fundamentals. USD bubble popping. Long Chile $CLP"
X Link 2025-06-29T10:22Z 10.8K followers, 8949 engagements
"$LVMH $MC.PA time to buy Quick review tomorrow. 👜🛍"
X Link 2025-07-09T14:39Z 10.8K followers, 1844 engagements
"Part one of the Dlocal discussion and analysis is available on paymentsinvest. the other site that should not be named. com $DLO is a fast growing payment facilitator for emerging markets for global companies trading at XX times earnings. What are the bullish points"
X Link 2025-12-07T13:03Z 10.8K followers, 2249 engagements
"@Finanzasybolsa other payment gateways don't retain big amount of money I haven't used any that does not. But they need more transparency and customer friendliness indeed"
X Link 2025-12-09T10:01Z 10.8K followers, XXX engagements
"Little crowdsource contest: Do you know a over XX% revenue from emerging market company that trades in Europe or North America or Australia/Japan and is; -Not an ADR/GDR -That is not in mining or energy -Profitable -A company like Delivery Hero for example trades in Germany but most of the revenue is in EMs. A company like Patria investment trades in the US and is a mostly EM/Latam asset manager. I will give X month full access to my newsletter if you find me one I don't know or cover. My goal is to increase coverage. Post below: Thanks"
X Link 2025-08-27T17:04Z 10.8K followers, 28.8K engagements
"I always bought EMs on valuations and never on politics. It always worked. It's a good simplification matrix. buy cheap EM. I missed Argentina thought so it was the exception where one politician changed the game"
X Link 2025-12-06T11:25Z 10.8K followers, 15.5K engagements
"Delivery Hero at nearly 1/10th the IPO price but the revenue grew by around XX times. Sales of XX Billion Euros and growing. Glovo Foodpanda PedidosYa Tabalat. Significant discount to Uber Doordash Grab"
X Link 2025-09-26T18:03Z 10.8K followers, 11.1K engagements
"Diageo a quality stock is it finally cheap enough XX Forward P/E"
X Link 2025-11-07T12:23Z 10.8K followers, 81.5K engagements
"Top hated stocks right now: Novo Nordisk $NOVO PayPal $PYPL Fiserv $FI Nvidia $NVDA (those who missed it) Constellation Software $CSU United Health $UNH Brown Forman $BF.B Diageo $DEO Intellego $INT.ST Which one is a buy I vote for $PYPL"
X Link 2025-11-11T14:42Z 10.8K followers, 39.6K engagements
"@ReneSellmann i would focus on delivery hero"
X Link 2025-11-29T21:47Z 10.8K followers, XXX engagements
"@realroseceline Emerging markets . Vinci Patria MTN Airtel Sanlam JD Kaspi Dlocal Coca Cola bottlers Assai Alcadista First Pacific Etc"
X Link 2025-12-04T19:00Z 10.8K followers, XXX engagements
"The quality bubble has popped everything was over valued and overhyped. I warned. Ironically now these picks are a bit more reasonable buys although the emerging value ones are much cheaper. Not only me but also plenty of value/event/microcaps investors from Germany Czechia Asia Canada"
X Link 2025-12-09T08:31Z 10.8K followers, 21.1K engagements
"Emerging Markets Quality Stocks Airtel Africa Prudential PLC Helios Tower Discovery limited MTN Group Sanlam Shoprite Vodacom Clicks Allegro AMBRA Asseco Poland Auto Partner Oponeo PZU Synektik Toya Text I firma Alibaba JD PDD Tencent Xiaomi Ambev Inter & Co Nu Holdings Patria Investments Vinci Partners Bimbo Coca-Cola Femsa FEMSA Gruma Grab IHS Towers Sea Limited AB InBev Corporation America Airports Dlocal Karoo Mercado Libre Kaspi Mahindra & Mahindra MakeMyTrip Thai Beverage Coca-Cola Andina Coca-Cola HBC Integrated Diagnostics Modern Dental PT Indofood Jardine Matheson Price Mart What"
X Link 2025-11-21T15:30Z 10.8K followers, 39.9K engagements
"$PYPL people selling now remind me of desperate bulls selling $BABA Alibaba in 2023 after buying at XXX. Growth investors "weak hands" being replaced by value "strong hands". Explanation below: Andr Kostolany's "weak hands strong hands" theory is a concept rooted in market psychology and the distribution of assets during market cycles. 🤝 Weak Hands vs. Strong Hands Kostolany a famous investor and speculator believed that the short- to medium-term direction of the stock market is determined by who holds the stocks: Weak Hands 👋: These are investors who are easily panicked by bad news get"
X Link 2025-12-09T08:54Z 10.8K followers, 4842 engagements
"Some emerging markets E-commerce companies by GMV. After thinking a lot about price to sales which incorporates also secondary services like payments I want to simplify to the maximum and think about gross merchandise value. What if we compare the market cap to GMV 1/2"
X Link 2025-12-10T10:56Z 10.8K followers, 3194 engagements
"That is what we have. $Heps in Trkyie is the cheapest followed by $JD. Kaspi has massive payment operations which means it's further undervalued. Same for $SE limited with the massive gaming operation. $MELI is the most expensive"
X Link 2025-12-10T10:56Z 10.8K followers, 1720 engagements
"@hanblicheya good company it's supermarkets. These types of investors all copy each other. So one notable investor talked about it and they all copied"
X Link 2025-12-10T14:52Z 10.8K followers, XX engagements
"I will not sell $PYPL because. my ability to hold to value traps is very good"
X Link 2025-12-10T20:26Z 10.8K followers, 1587 engagements
/creator/x::ReturnsJourney