[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.] #  @Stock_Opine StockOpine StockOpine posts on X about $evost, $bkng, $stmn, market cap the most. They currently have XXXXX followers and 1279 posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1479191145213222916/interactions)  - X Week XXXXXX +123% - X Month XXXXXX -XX% - X Months XXXXXXX +29% - X Year XXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1479191145213222916/posts_active)  - X Months XXX -X% - X Year XXX -XXXX% ### Followers: XXXXX [#](/creator/twitter::1479191145213222916/followers)  - X Week XXXXX +0.30% - X Month XXXXX +1.50% - X Months XXXXX +9.40% - X Year XXXXX +21% ### CreatorRank: XXXXXXX [#](/creator/twitter::1479191145213222916/influencer_rank)  ### Social Influence [#](/creator/twitter::1479191145213222916/influence) --- **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [luxury brands](/list/luxury-brands) **Social topic influence** [$evost](/topic/$evost), [$bkng](/topic/$bkng), [$stmn](/topic/$stmn), [market cap](/topic/market-cap), [$rtol](/topic/$rtol), [$ptc](/topic/$ptc), [$adsk](/topic/$adsk), [longterm](/topic/longterm), [jumbo](/topic/jumbo), [$bela](/topic/$bela) **Top assets mentioned** [Booking Holdings Inc (BKNG)](/topic/$bkng) [PTC Inc (PTC)](/topic/$ptc) [Autodesk Inc (ADSK)](/topic/$adsk) [Bela (BELA)](/topic/$bela) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Yum! Brands, Inc. (YUM)](/topic/$yum) [AMP Token (AMP)](/topic/$amp) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [Otis Worldwide Corp (OTIS)](/topic/$otis) [McKesson Corporation (MCK)](/topic/$mck) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Fortinet Inc (FTNT)](/topic/$ftnt) [Apple, Inc. (AAPL)](/topic/$aapl) [Mastercard, Inc. (MA)](/topic/$ma) [First Solar, Inc. (FSLR)](/topic/$fslr) [Applovin Corporation (APP)](/topic/$app) [Adobe, Inc. (ADBE)](/topic/$adbe) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Old Dominion Freight Line Inc (ODFL)](/topic/$odfl) [Ferguson plc (FERG)](/topic/$ferg) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Metadium (META)](/topic/$meta) ### Top Social Posts [#](/creator/twitter::1479191145213222916/posts) --- Top posts by engagements in the last XX hours "3/ Rentokil Still Bugged by Execution $RTO.L Analyzing Rentokil's performance and challenges in North America"  [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1914040857344303355) 2025-04-20 19:37:56 UTC 7756 followers, XXX engagements "$ADSK weighs on a takeover bid for $PTC. Not sure if we like this. Consolidation is good but what would be the price"  [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1943055692065366138) 2025-07-09 21:12:31 UTC 7758 followers, 1750 engagements "Per @business $ADSK no longer pursues the acquisition of $PTC - thankfully as there was a huge risk of overpayment. Instead the company published this today: "We are confident in our plans to drive long-term shareholder value and remain focused on executing our established strategic priorities in cloud platform and AI; optimizing our sales and marketing to drive higher margins; and allocating capital to organic investment targeted and tuck-in acquisitions and continuing our share repurchase program as our free cash flow grows.""  [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1944747755760459908) 2025-07-14 13:16:11 UTC 7761 followers, XXX engagements "4/ Not Just Toys: Jumbo's Silent Compounding Story $BELA Jumbo is a lean cash-rich retail machine that has been silently compounding value for decades"  [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1944822576187916504) 2025-07-14 18:13:29 UTC 7757 followers, XXX engagements "6/9 The dental implant market is set to grow at a healthy high-single-digit rate. Straumann's own ambition is even higher targeting sustained organic growth of at least XX% annually through 2030. They're already tracking ahead of their goals"  [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1940497373979197466) 2025-07-02 19:46:41 UTC 7759 followers, XX engagements "2/9 First market dominance. Straumann isn't just a leader; it's THE leader. In its core dental implant market it commands a XX% global market share consistently taking share year after year"  [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1940497362348015648) 2025-07-02 19:46:38 UTC 7758 followers, XX engagements "Taking a closer look at S&P XXX leaders in capital efficiency. If you had to invest in ONE of these high-return-on-capital companies for the next XX years which would you choose and why X. $NVDA X. $FTNT X. $MCK X. $OTIS X. $AAPL X. $DPZ X. $MA X. $AMP X. $BKNG XX. $YUM"  [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1945526044611465295) 2025-07-16 16:48:49 UTC 7766 followers, 1458 engagements "3/9 This leadership is built on a durable foundation. The entire dental implant industry is supported by powerful tailwinds like an aging global population and improving affordability in emerging markets. This provides a long runway for growth"  [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1940497364902359553) 2025-07-02 19:46:39 UTC 7758 followers, XX engagements "A XX% Free Cash Flow yield on a market leader like Evolution AB $EVO is too high to ignore"  [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1944727607531962370) 2025-07-14 11:56:07 UTC 7766 followers, 4045 engagements "$EVO.ST Evolution announced a multi-year agreement with Hasbro to be their exclusive licensing partner for online live casino and slot games for MONOPOLY and other Hasbro Games titles. @toddhaushalter The combining of Hasbro and Evolution just feels right we will make magic together The bidding process was extremely competitive but showing our commitment to innovation and excellence with MONOPOLY Live and MONOPOLY Big Baller really helped The team and I are incredibly excited to bring the Hasbro Games brands to all our various brands. I think MONOPOLY is the worlds best casino game brand and"  [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1940038646007992692) 2025-07-01 13:23:52 UTC 7759 followers, XXX engagements "A simple screener for identifying stock ideas💡 Down XX% from 52-week high ROIC XX% 3-Year EPS Growth Est. XX% EBIT Margin XX% Top X by market cap that make the list: 1) $MRK 2) $ADBE 3) $APP 4) $FICO 5) $FSLR"  [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1944309870217375797) 2025-07-13 08:16:11 UTC 7766 followers, 2182 engagements "Top X stocks in order of EBITDA margin (LTM): - $III - 3i Group plc - $GQG - GQG Partners Inc - $EVO.ST - Evolution AB - $PRIO3 - Prio S.A. - $OPAP - Organization of Football Prognostics S.A. Derived from the following @KoyfinCharts screen: - EBITDA XX% - Market cap $1.5B - LT Debt / Equity XXX% - ROE & ROC XX% - EBITDA Revenue Net income 3Y CAGR XX% We hold $EVO.ST and we are aware of the operating model of OPAP. Do you follow any of the above stocks"  [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1767176747215139101) 2024-03-11 13:12:23 UTC 7758 followers, 3417 engagements "Just dropped our latest valuation update on Booking Holdings $BKNG for StockOpine subscribers 🚀"  [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1940883205684711915) 2025-07-03 21:19:50 UTC 7759 followers, XXX engagements "@SergeyCYW Would love to see $FICO dropping further"  [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1944401358171373771) 2025-07-13 14:19:43 UTC 7756 followers, XXX engagements "1/ Straumann: Is Now the Time to Buy This Best-in-Class Business $STMN We analyzed its business model competitive moat and valuation to determine if now is the right time to consider this dental implant leader"  [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1944822569678348378) 2025-07-14 18:13:28 UTC 7766 followers, XXX engagements "1/9 Straumann $STMN is a machine. While peers struggle it continues to dominate the dental industry. But what makes it so special and is it worth the premium price tag We went deep. Here's what we found 🧵"  [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1940497358287954214) 2025-07-02 19:46:37 UTC 7766 followers, 3033 engagements ""Insiders might sell their shares for any number of reasons but they buy them for only one: they think the price is going to rise." $EVO.ST CEO bought 100k shares in the open market at about SEK 67m"  [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1934497327433036043) 2025-06-16 06:24:38 UTC 7765 followers, 2604 engagements "8/9 When you compare the numbers its not even close. Straumann consistently outperforms its peers (Envista Dentsply Sirona) in: ✅ Revenue Growth ✅ Profitability ✅ Returns on Capital The operational excellence is undeniable"  [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1940497379926434189) 2025-07-02 19:46:42 UTC 7765 followers, XXX engagements "Three Quality stocks trading near their 52w lows: $ODFL $FERG $AHT.L Any more ideas 💡"  [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1875700647468920960) 2025-01-05 00:27:37 UTC 7759 followers, 2318 engagements "3/ Alphabet (GOOGL) Valuation Update: Analyzing the AI Threat to Search $GOOGL We modelled X different scenarios to understand the potential impact of generative AI on its core business and what it means for its valuation"  [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1944822573948104754) 2025-07-14 18:13:29 UTC 7766 followers, XXX engagements "$EVO.ST $EVVTY Regulated revenue in 2024 was 819.6m. Assuming 2025 revenue grows XX% consistent with Q125 we arrive at 975.3m. Now lets apply a more conservative EBITDA margin than the current group margin. If we assume a XX% margin an arbitrary but arguably cautious estimate that gives us EBITDA of 585.2m. With a market cap of SEK 137.85b (or 12.5b at todays exchange rate) the implied EV/EBITDA NTM multiple for just the regulated business would be approximately 21.4x. Thats based solely on the regulated segment (assuming the unregulated goes away overnight) which is expected to at least grow"  [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1918009680044998856) 2025-05-01 18:28:37 UTC 7757 followers, 5975 engagements "Ready for Sunbelt Rentals Holdings Inc $AHT.L. Have you casted your vote for the US listing or not yet"  [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1922901152758223073) 2025-05-15 06:25:35 UTC 7764 followers, XXX engagements "7/9 But the biggest opportunity might be outside of implants. The clear aligner market is a $5.5B space dominated by Align Tech. Straumann has only X% share but is growing at double-digit rates leveraging its massive global dental network to challenge the leader"  [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1940497376415830524) 2025-07-02 19:46:41 UTC 7759 followers, XX engagements "Back in February 2024 we highlighted the following regarding the France Workwear segment of Rentokil Initial ( $RTO / $RTO.L). The segment generated 237M in revenue during 2024 accounting for XXX% of total sales with an operating profit of 42M implying a XXXX% operating margin. The business is now being sold for an enterprise value (EV) of 410M or approximately 344M translating to an EV/EBIT exit multiple of 8.2x. While this is well below Rentokils current EV/EBIT multiple of 18x the divestment provides relief on capex and allows management to sharpen its focus on core segments. In 2024"  [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1927619694103589330) 2025-05-28 06:55:23 UTC 7766 followers, XXX engagements "Just went through Booking Holdings $BKNG BofA Global Tech Conference call. Their execution has been impressive. Here are some highlights from the call: 🧵 1/ Financial Targets The company is aiming for X% revenue/bookings growth and XX% EPS growth in the coming years. They expect to achieve low teens EBITDA growth through leverage on marketing and other expenses with buybacks helping to reach the XX% EPS growth target"  [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1932794550642209235) 2025-06-11 13:38:25 UTC 7764 followers, XXX engagements "2/ Valuation Update: Is Booking Still a Buy $BKNG We ran the numbers with an updated DCF valuation and compared key performance indicators against its peers to see if $BKNG is still a buy"  [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1944822571859394938) 2025-07-14 18:13:28 UTC 7765 followers, XX engagements "Our April 2025 valuation update is out This month were not just updating valuations but we're evolving the format as we cover earnings from $META $BKNG $PYPL $EVO.ST and more. Volatility continues but thats where long-term opportunities emerge"  [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1919783787157655552) 2025-05-06 15:58:17 UTC 7758 followers, XXX engagements "🧵 1/7 Europes Hidden Retail Gem: Jumbo S.A. ( $BELA) Jumbo is more than a toy store its a lean cash-rich retail machine. Operating in X countries with XX stores it's been compounding value for decades. Here's why it deserves a spot on your radar.👇"  [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1930275687195156935) 2025-06-04 14:49:21 UTC 7757 followers, 16.9K engagements "We go deep on high-quality companies so you can spend less time analyzing and more time investing. Heres what we covered over the last month: 🧵👇"  [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1944822567073714548) 2025-07-14 18:13:27 UTC 7766 followers, 1445 engagements "4/9 Straumann's genius is its multi-brand strategy. Straumann: The premium high-margin brand. Neodent & Anthogyr: "Challenger" brands that attack the value segment. This allows them to gain share at all price points especially in fast-growing emerging markets"  [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1940497368643694614) 2025-07-02 19:46:40 UTC 7759 followers, XX engagements "🚨 New Report Published 🚨 Is Straumann the right buy today $STMN We dive into the growth drivers Chinas VBP impact and Straumanns future prospects. Read our full analysis here 👇"  [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1939799745729347601) 2025-06-30 21:34:33 UTC 7766 followers, 1232 engagements "🚨 Deep Dive on Straumann 🦷 $STMN The global leader in dental implants & the challenger in clear aligners. Is this best-in-class business a buy in 2025 Heres why this compounder deserves your attention👇 Straumann is the undisputed leader in implant dentistry a space benefiting from powerful structural tailwinds: - Aging global population - Rising middle class in Asia & Latin America - Low implant penetration = long growth runway - The business has outpaced peers in growth margins and returns for over a decade. From Swiss watchmaking to world-class implants 🕰 Founded in the 1950s Straumann"  [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1939924605256270145) 2025-07-01 05:50:42 UTC 7766 followers, 1770 engagements "5/9 The secret weapon for the future Its digital ecosystem. The Straumann AXS platform connects scanners software and services. The goal: create a sticky ecosystem that makes it incredibly difficult for dentists to switch locking in future revenue"  [@Stock_Opine](/creator/x/Stock_Opine) on [X](/post/tweet/1940497371374538928) 2025-07-02 19:46:40 UTC 7766 followers, XX engagements
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@Stock_Opine StockOpine
StockOpine posts on X about $evost, $bkng, $stmn, market cap the most. They currently have XXXXX followers and 1279 posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +123%
- X Month XXXXXX -XX%
- X Months XXXXXXX +29%
- X Year XXXXXXX -XX%
Mentions: XX #
- X Months XXX -X%
- X Year XXX -XXXX%
Followers: XXXXX #
- X Week XXXXX +0.30%
- X Month XXXXX +1.50%
- X Months XXXXX +9.40%
- X Year XXXXX +21%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks finance countries cryptocurrencies technology brands luxury brands
Social topic influence $evost, $bkng, $stmn, market cap, $rtol, $ptc, $adsk, longterm, jumbo, $bela
Top assets mentioned Booking Holdings Inc (BKNG) PTC Inc (PTC) Autodesk Inc (ADSK) Bela (BELA) Fair Isaac, Corp. (FICO) Yum! Brands, Inc. (YUM) AMP Token (AMP) Domino's Pizza Inc (DPZ) Otis Worldwide Corp (OTIS) McKesson Corporation (MCK) NVIDIA Corp. (NVDA) Fortinet Inc (FTNT) Apple, Inc. (AAPL) Mastercard, Inc. (MA) First Solar, Inc. (FSLR) Applovin Corporation (APP) Adobe, Inc. (ADBE) Merck & Co., Inc. (MRK) Old Dominion Freight Line Inc (ODFL) Ferguson plc (FERG) Alphabet Inc Class A (GOOGL) PayPal Holdings Inc (PYPL) Metadium (META)
Top Social Posts #
Top posts by engagements in the last XX hours
"3/ Rentokil Still Bugged by Execution $RTO.L Analyzing Rentokil's performance and challenges in North America"
@Stock_Opine on X 2025-04-20 19:37:56 UTC 7756 followers, XXX engagements
"$ADSK weighs on a takeover bid for $PTC. Not sure if we like this. Consolidation is good but what would be the price" @Stock_Opine on X 2025-07-09 21:12:31 UTC 7758 followers, 1750 engagements
"Per @business $ADSK no longer pursues the acquisition of $PTC - thankfully as there was a huge risk of overpayment. Instead the company published this today: "We are confident in our plans to drive long-term shareholder value and remain focused on executing our established strategic priorities in cloud platform and AI; optimizing our sales and marketing to drive higher margins; and allocating capital to organic investment targeted and tuck-in acquisitions and continuing our share repurchase program as our free cash flow grows."" @Stock_Opine on X 2025-07-14 13:16:11 UTC 7761 followers, XXX engagements
"4/ Not Just Toys: Jumbo's Silent Compounding Story $BELA Jumbo is a lean cash-rich retail machine that has been silently compounding value for decades" @Stock_Opine on X 2025-07-14 18:13:29 UTC 7757 followers, XXX engagements
"6/9 The dental implant market is set to grow at a healthy high-single-digit rate. Straumann's own ambition is even higher targeting sustained organic growth of at least XX% annually through 2030. They're already tracking ahead of their goals" @Stock_Opine on X 2025-07-02 19:46:41 UTC 7759 followers, XX engagements
"2/9 First market dominance. Straumann isn't just a leader; it's THE leader. In its core dental implant market it commands a XX% global market share consistently taking share year after year" @Stock_Opine on X 2025-07-02 19:46:38 UTC 7758 followers, XX engagements
"Taking a closer look at S&P XXX leaders in capital efficiency. If you had to invest in ONE of these high-return-on-capital companies for the next XX years which would you choose and why X. $NVDA X. $FTNT X. $MCK X. $OTIS X. $AAPL X. $DPZ X. $MA X. $AMP X. $BKNG XX. $YUM" @Stock_Opine on X 2025-07-16 16:48:49 UTC 7766 followers, 1458 engagements
"3/9 This leadership is built on a durable foundation. The entire dental implant industry is supported by powerful tailwinds like an aging global population and improving affordability in emerging markets. This provides a long runway for growth" @Stock_Opine on X 2025-07-02 19:46:39 UTC 7758 followers, XX engagements
"A XX% Free Cash Flow yield on a market leader like Evolution AB $EVO is too high to ignore" @Stock_Opine on X 2025-07-14 11:56:07 UTC 7766 followers, 4045 engagements
"$EVO.ST Evolution announced a multi-year agreement with Hasbro to be their exclusive licensing partner for online live casino and slot games for MONOPOLY and other Hasbro Games titles. @toddhaushalter The combining of Hasbro and Evolution just feels right we will make magic together The bidding process was extremely competitive but showing our commitment to innovation and excellence with MONOPOLY Live and MONOPOLY Big Baller really helped The team and I are incredibly excited to bring the Hasbro Games brands to all our various brands. I think MONOPOLY is the worlds best casino game brand and" @Stock_Opine on X 2025-07-01 13:23:52 UTC 7759 followers, XXX engagements
"A simple screener for identifying stock ideas💡 Down XX% from 52-week high ROIC XX% 3-Year EPS Growth Est. XX% EBIT Margin XX% Top X by market cap that make the list: 1) $MRK 2) $ADBE 3) $APP 4) $FICO 5) $FSLR" @Stock_Opine on X 2025-07-13 08:16:11 UTC 7766 followers, 2182 engagements
"Top X stocks in order of EBITDA margin (LTM): - $III - 3i Group plc - $GQG - GQG Partners Inc - $EVO.ST - Evolution AB - $PRIO3 - Prio S.A. - $OPAP - Organization of Football Prognostics S.A. Derived from the following @KoyfinCharts screen: - EBITDA XX% - Market cap $1.5B - LT Debt / Equity XXX% - ROE & ROC XX% - EBITDA Revenue Net income 3Y CAGR XX% We hold $EVO.ST and we are aware of the operating model of OPAP. Do you follow any of the above stocks" @Stock_Opine on X 2024-03-11 13:12:23 UTC 7758 followers, 3417 engagements
"Just dropped our latest valuation update on Booking Holdings $BKNG for StockOpine subscribers 🚀" @Stock_Opine on X 2025-07-03 21:19:50 UTC 7759 followers, XXX engagements
"@SergeyCYW Would love to see $FICO dropping further" @Stock_Opine on X 2025-07-13 14:19:43 UTC 7756 followers, XXX engagements
"1/ Straumann: Is Now the Time to Buy This Best-in-Class Business $STMN We analyzed its business model competitive moat and valuation to determine if now is the right time to consider this dental implant leader" @Stock_Opine on X 2025-07-14 18:13:28 UTC 7766 followers, XXX engagements
"1/9 Straumann $STMN is a machine. While peers struggle it continues to dominate the dental industry. But what makes it so special and is it worth the premium price tag We went deep. Here's what we found 🧵" @Stock_Opine on X 2025-07-02 19:46:37 UTC 7766 followers, 3033 engagements
""Insiders might sell their shares for any number of reasons but they buy them for only one: they think the price is going to rise." $EVO.ST CEO bought 100k shares in the open market at about SEK 67m" @Stock_Opine on X 2025-06-16 06:24:38 UTC 7765 followers, 2604 engagements
"8/9 When you compare the numbers its not even close. Straumann consistently outperforms its peers (Envista Dentsply Sirona) in: ✅ Revenue Growth ✅ Profitability ✅ Returns on Capital The operational excellence is undeniable" @Stock_Opine on X 2025-07-02 19:46:42 UTC 7765 followers, XXX engagements
"Three Quality stocks trading near their 52w lows: $ODFL $FERG $AHT.L Any more ideas 💡" @Stock_Opine on X 2025-01-05 00:27:37 UTC 7759 followers, 2318 engagements
"3/ Alphabet (GOOGL) Valuation Update: Analyzing the AI Threat to Search $GOOGL We modelled X different scenarios to understand the potential impact of generative AI on its core business and what it means for its valuation" @Stock_Opine on X 2025-07-14 18:13:29 UTC 7766 followers, XXX engagements
"$EVO.ST $EVVTY Regulated revenue in 2024 was 819.6m. Assuming 2025 revenue grows XX% consistent with Q125 we arrive at 975.3m. Now lets apply a more conservative EBITDA margin than the current group margin. If we assume a XX% margin an arbitrary but arguably cautious estimate that gives us EBITDA of 585.2m. With a market cap of SEK 137.85b (or 12.5b at todays exchange rate) the implied EV/EBITDA NTM multiple for just the regulated business would be approximately 21.4x. Thats based solely on the regulated segment (assuming the unregulated goes away overnight) which is expected to at least grow" @Stock_Opine on X 2025-05-01 18:28:37 UTC 7757 followers, 5975 engagements
"Ready for Sunbelt Rentals Holdings Inc $AHT.L. Have you casted your vote for the US listing or not yet" @Stock_Opine on X 2025-05-15 06:25:35 UTC 7764 followers, XXX engagements
"7/9 But the biggest opportunity might be outside of implants. The clear aligner market is a $5.5B space dominated by Align Tech. Straumann has only X% share but is growing at double-digit rates leveraging its massive global dental network to challenge the leader" @Stock_Opine on X 2025-07-02 19:46:41 UTC 7759 followers, XX engagements
"Back in February 2024 we highlighted the following regarding the France Workwear segment of Rentokil Initial ( $RTO / $RTO.L). The segment generated 237M in revenue during 2024 accounting for XXX% of total sales with an operating profit of 42M implying a XXXX% operating margin. The business is now being sold for an enterprise value (EV) of 410M or approximately 344M translating to an EV/EBIT exit multiple of 8.2x. While this is well below Rentokils current EV/EBIT multiple of 18x the divestment provides relief on capex and allows management to sharpen its focus on core segments. In 2024" @Stock_Opine on X 2025-05-28 06:55:23 UTC 7766 followers, XXX engagements
"Just went through Booking Holdings $BKNG BofA Global Tech Conference call. Their execution has been impressive. Here are some highlights from the call: 🧵 1/ Financial Targets The company is aiming for X% revenue/bookings growth and XX% EPS growth in the coming years. They expect to achieve low teens EBITDA growth through leverage on marketing and other expenses with buybacks helping to reach the XX% EPS growth target" @Stock_Opine on X 2025-06-11 13:38:25 UTC 7764 followers, XXX engagements
"2/ Valuation Update: Is Booking Still a Buy $BKNG We ran the numbers with an updated DCF valuation and compared key performance indicators against its peers to see if $BKNG is still a buy" @Stock_Opine on X 2025-07-14 18:13:28 UTC 7765 followers, XX engagements
"Our April 2025 valuation update is out This month were not just updating valuations but we're evolving the format as we cover earnings from $META $BKNG $PYPL $EVO.ST and more. Volatility continues but thats where long-term opportunities emerge" @Stock_Opine on X 2025-05-06 15:58:17 UTC 7758 followers, XXX engagements
"🧵 1/7 Europes Hidden Retail Gem: Jumbo S.A. ( $BELA) Jumbo is more than a toy store its a lean cash-rich retail machine. Operating in X countries with XX stores it's been compounding value for decades. Here's why it deserves a spot on your radar.👇" @Stock_Opine on X 2025-06-04 14:49:21 UTC 7757 followers, 16.9K engagements
"We go deep on high-quality companies so you can spend less time analyzing and more time investing. Heres what we covered over the last month: 🧵👇" @Stock_Opine on X 2025-07-14 18:13:27 UTC 7766 followers, 1445 engagements
"4/9 Straumann's genius is its multi-brand strategy. Straumann: The premium high-margin brand. Neodent & Anthogyr: "Challenger" brands that attack the value segment. This allows them to gain share at all price points especially in fast-growing emerging markets" @Stock_Opine on X 2025-07-02 19:46:40 UTC 7759 followers, XX engagements
"🚨 New Report Published 🚨 Is Straumann the right buy today $STMN We dive into the growth drivers Chinas VBP impact and Straumanns future prospects. Read our full analysis here 👇" @Stock_Opine on X 2025-06-30 21:34:33 UTC 7766 followers, 1232 engagements
"🚨 Deep Dive on Straumann 🦷 $STMN The global leader in dental implants & the challenger in clear aligners. Is this best-in-class business a buy in 2025 Heres why this compounder deserves your attention👇 Straumann is the undisputed leader in implant dentistry a space benefiting from powerful structural tailwinds: - Aging global population - Rising middle class in Asia & Latin America - Low implant penetration = long growth runway - The business has outpaced peers in growth margins and returns for over a decade. From Swiss watchmaking to world-class implants 🕰 Founded in the 1950s Straumann" @Stock_Opine on X 2025-07-01 05:50:42 UTC 7766 followers, 1770 engagements
"5/9 The secret weapon for the future Its digital ecosystem. The Straumann AXS platform connects scanners software and services. The goal: create a sticky ecosystem that makes it incredibly difficult for dentists to switch locking in future revenue" @Stock_Opine on X 2025-07-02 19:46:40 UTC 7766 followers, XX engagements