[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.] #  @ValueByMarkus Markus Markus posts on X about luxury, $lmnd, investment, $lvmh the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1359908609795231751/interactions)  - X Week XXXXXX +1,025% - X Month XXXXXXX -XXXX% - X Months XXXXXXX +124,590% - X Year XXXXXXX +400,822% ### Mentions: XX [#](/creator/twitter::1359908609795231751/posts_active)  - X Week XX +27% - X Month XX -XX% - X Months XXX +3,729% - X Year XXX +13,550% ### Followers: XXXXX [#](/creator/twitter::1359908609795231751/followers)  - X Week XXXXX +25% - X Month XXXXX +40% - X Months XXXXX +4,214% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1359908609795231751/influencer_rank)  ### Social Influence [#](/creator/twitter::1359908609795231751/influence) --- **Social category influence** [finance](/list/finance) XXX% [stocks](/list/stocks) XXX% [cryptocurrencies](/list/cryptocurrencies) XXX% [technology brands](/list/technology-brands) XXX% [automotive brands](/list/automotive-brands) XXX% [travel destinations](/list/travel-destinations) XXX% [luxury brands](/list/luxury-brands) XXX% **Social topic influence** [luxury](/topic/luxury) 3.2%, [$lmnd](/topic/$lmnd) #214, [investment](/topic/investment) #4510, [$lvmh](/topic/$lvmh) 2.4%, [$harvia](/topic/$harvia) #1, [insurance](/topic/insurance) #581, [i see](/topic/i-see) 1.6%, [$spot](/topic/$spot) 1.6%, [$qtcom](/topic/$qtcom) #1, [berkshire hathaway](/topic/berkshire-hathaway) XXX% **Top accounts mentioned or mentioned by** [@williamgreen72](/creator/undefined) [@raydalio](/creator/undefined) [@lucyfoleytweets](/creator/undefined) [@aswathdamodaran](/creator/undefined) [@chriswmayer](/creator/undefined) [@erinmeyerinsead](/creator/undefined) [@walterisaacson](/creator/undefined) [@firstadopter](/creator/undefined) [@comptortoise](/creator/undefined) [@herrkamrer](/creator/undefined) [@thomaswesterhol](/creator/undefined) [@deepak197108](/creator/undefined) [@illerintwit](/creator/undefined) [@sciguyspace](/creator/undefined) [@fiscalai](/creator/undefined) [@dedeeyesan](/creator/undefined) [@ikiekko](/creator/undefined) [@ranvijayns](/creator/undefined) [@financialjolt](/creator/undefined) [@pedroleongarci2](/creator/undefined) **Top assets mentioned** [Lemonade, Inc. (LMND)](/topic/$lmnd) [Spotify Technology (SPOT)](/topic/$spot) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [PoolTogether (POOL)](/topic/$pool) [Charg Coin (CHG)](/topic/$chg) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Metadium (META)](/topic/$meta) [Klarna Group (KLAR)](/topic/klarna) [Ferrari N.V. (RACE)](/topic/$race) [Story (STORY)](/topic/$story) [Costco Wholesale Corporation (COST)](/topic/costco) [Tesla, Inc. (TSLA)](/topic/tesla) ### Top Social Posts [#](/creator/twitter::1359908609795231751/posts) --- Top posts by engagements in the last XX hours "Interesting insight: Berkshire has been adding to its $POOL position and now owns roughly X% of the worlds leading wholesale distributor of swimming pool supplies with a strong focus on the U.S. market. The $POOL profile reminds me of $HARVIA though its scale is on a completely different level LTM sales of XXX B$ and EBIT of over $XXX M$" [X Link](https://x.com/ValueByMarkus/status/1956106726190801128) [@ValueByMarkus](/creator/x/ValueByMarkus) 2025-08-14T21:32Z 1574 followers, 2895 engagements "Im sharing my first investment article on the Finnish forum Sijoitustieto - covering $LMND. Happy to hear your views and feedback - more articles to come in the future. Summary: I see $LMND as a high-risk high-beta investment case with its story centered on the companys ability to disrupt the traditional insurance market over the coming years. The numbers show early signs that the fundamentals are moving in the right direction. During H2 Ill be closely watching the development of IFP (in-force premium). As the business scales through growth investments I believe the company can reach positive" [X Link](https://x.com/ValueByMarkus/status/1977662588369416500) [@ValueByMarkus](/creator/x/ValueByMarkus) 2025-10-13T09:07Z 1575 followers, 39.9K engagements "Fascinating deep dive into $CHG - thanks for sharing The mini Berkshire with XX subsidiaries and platform structure is super intriguing. Niche software can be a goldmine. Im cautious about the dilution though. Excited to see where 2026 profitability lands - agree that XX% sounds way too optimistic" [X Link](https://x.com/ValueByMarkus/status/1951257365270913137) [@ValueByMarkus](/creator/x/ValueByMarkus) 2025-08-01T12:23Z 1573 followers, XXX engagements "In the few weeks $LMND added two heavyweights to its board: CMO of $PYPL - Geoff Seeley VP of AI Products at $META - Prashant Ratanchandani The Meta VP isnt just another tech exec. At Meta he helped ship Llama one of the worlds most advanced open-source AI models. These capabilities could enhance Lemonades AI stack from AI Jim (claims) and AI Maya (sales) to the core underwriting models that decide pricing and risk in real time. Meanwhile the PayPal CMO comes from one of the few consumer fintechs that successfully scaled trust on a global level. Hes lived the challenge of convincing users to" [X Link](https://x.com/ValueByMarkus/status/1978491819139743816) [@ValueByMarkus](/creator/x/ValueByMarkus) 2025-10-15T16:03Z 1574 followers, 26.3K engagements "Personal take: Investor focus on business models and moats often overshadows the single biggest variable: the CEO / Management. Leadership quality is hard to quantify yet its often the difference between Alpha returns. Even in smaller Nordic companies Ive seen exceptional CEOs quietly compounding capital with discipline and integrity. I prefer founder-led businesses with real skin in the game though history shows its not always required for wonderful outcomes. Who are your favorite CEOs not mentioned here and do you see patterns in how they lead" [X Link](https://x.com/ValueByMarkus/status/1976536172751905136) [@ValueByMarkus](/creator/x/ValueByMarkus) 2025-10-10T06:32Z 1547 followers, XXX engagements "A few Nordic CEOs I personally admire with proven track records of building / scaling enduring businesses: @eldsjal $SPOT Founder-led scaled Spotify from Stockholm to global dominance. @klarnaseb $KLAR Disrupted payments disciplined growth with bold vision. Otto Pukk $INCAP Strong industrial execution compounding results over time. Tiina Alahuhta-Kasko $MEKKO Balancing growth brand and operational excellence. Torbjrn Magnusson $SAMPO Long-term value creation in Nordic insurance. @mikaelrautanen $INDERES Investor-understanding transparent and analytical. @Sugrorsmannen $TEQ value-driven growth" [X Link](https://x.com/ValueByMarkus/status/1976543585559343219) [@ValueByMarkus](/creator/x/ValueByMarkus) 2025-10-10T07:01Z 1547 followers, XXX engagements "@HerrKamrer IMO $LVMH confirmed it - the luxury turnaround is real. Growth broad-based across all divisions. Europe still soft but momentum in Asia and the US is back. The key: Fashion & Leather Goods profit engine should return to positive organic growth in Q4" [X Link](https://x.com/ValueByMarkus/status/1978367585340006893) [@ValueByMarkus](/creator/x/ValueByMarkus) 2025-10-15T07:49Z 1549 followers, 1056 engagements "Mark Leonard resigns as President of Constellation Software due to health reasons. Mark Miller appointed successor. Leonard - one of the all-time greats in capital allocation. Built $CSU from scratch into a 60B$ vertical market software powerhouse. Truly exceptional. Wishing him a speedy recovery. Constellations model: acquire hundreds of small/medium niche software businesses. Run them for cash + reinvest into more acquisitions - compounding machine" [X Link](https://x.com/ValueByMarkus/status/1971209723237019872) [@ValueByMarkus](/creator/x/ValueByMarkus) 2025-09-25T13:46Z 1561 followers, 2139 engagements "@fiscal_ai $RACE surely is not be a traditional car company its a luxury brand and lifestyle play. Great business but the valuation feels still way stretched relative to future growth guidance" [X Link](https://x.com/ValueByMarkus/status/1977409912042115443) [@ValueByMarkus](/creator/x/ValueByMarkus) 2025-10-12T16:23Z 1551 followers, 1055 engagements "Solid Q3 from $LVMH - we might have seen the luxury bottom. Organic revenue growth +1 % with improving trends across all segments and geographies except Europe (flat). Segment breakdown (organic YoY Q3): - Fashion & Leather Goods X % - Perfumes & Cosmetics +2 % - Watches & Jewelry +2 % - Wines & Spirits +1 % - Selective Retailing +7 % Selective Retailing (+7 %) is acting as a shock absorber showing that strong distribution & retail execution can offset softness in high-ticket luxury. Fashion & Leather Goods (-2 %) - highest-margin most critical business driven by Louis Vuitton. The trend is" [X Link](https://x.com/ValueByMarkus/status/1978197334216659263) [@ValueByMarkus](/creator/x/ValueByMarkus) 2025-10-14T20:32Z 1552 followers, 10.7K engagements "The market agrees shares up XX% as investors buy into the luxury rebound. The summer $LVMH entry looks decently-timed after I shared the thesis and even after the short-term rally Im still bullish. The long-term drivers and moat havent gone anywhere" [X Link](https://x.com/ValueByMarkus/status/1978371755296051219) [@ValueByMarkus](/creator/x/ValueByMarkus) 2025-10-15T08:05Z 1554 followers, 1049 engagements "Fierce industry. $SPOT Spotify is executing almost flawlessly in both music and podcasts while expanding to aufio books - capturing customer time and attention. Hard to see how $STORY defends share when listening hours are finite. Personal anecdote. I was a Storytel customer myself - great product. Switched fully to Spotify only - better podcast selection UX eg. Carplay and no room in my day for two audio subs. IMO thats the core risk here. Even with improving FCF and attractive valuation. $SPOT Q2:" [X Link](https://x.com/ValueByMarkus/status/1963542889402909014) [@ValueByMarkus](/creator/x/ValueByMarkus) 2025-09-04T10:01Z 1567 followers, 1238 engagements "Great insights from @CompTortoise on $Harvia: Costco hinting at US sauna demand. "We're bringing in saunas for your garage or your home who are also performing very well high-ticket goods that are very relevant to the time of year but not reflective of the traditional Costco set you'll see." The markets waiting on US / North-America H2 growth numbers - if US consumers are still buying XXX k$ saunas thats a solid signal for discretionary demand" [X Link](https://x.com/ValueByMarkus/status/1978901841699037623) [@ValueByMarkus](/creator/x/ValueByMarkus) 2025-10-16T19:12Z 1572 followers, 1864 engagements "This is not investment advice - always do your own due diligence. Open to discussiion and curious to hear your thoughts. $QTCOM #FinTwit" [X Link](https://x.com/ValueByMarkus/status/1979230622049517575) [@ValueByMarkus](/creator/x/ValueByMarkus) 2025-10-17T16:58Z 1572 followers, XXX engagements "Valuation and personal view At XXXXX $QTCOM trades at an EV of XXX M. 2024 actuals: Sales XXX M EBIT adj. XXXX % 2025 (mid-range of new guidance): Sales: +6.5 % XXX M EBITA: XX % XX M EV/EBITA 16x The valuation looks fair if growth and margins stabilize but execution risk has clearly risen. The downside seems limited at the current valuation although theres clearly more room for weakness if sales guidance needs further trimming in H2 or if growth stalls in the coming years. I think investors must now reassess how deep $QTCOM real moat is. The core tech and ecosystem have strong foundations" [X Link](https://x.com/ValueByMarkus/status/1979229739014324356) [@ValueByMarkus](/creator/x/ValueByMarkus) 2025-10-17T16:55Z 1574 followers, XXX engagements "Interesting to track $LMND Car Gross Loss Ratio (GLR) and IFP growth in the coming quarters. If the customer journey is smooth and pricing fair IFP growth should follow naturally. Car IFP is trending steadily up (150 M$ Q2) and GLR down (82% Q2). The question: at what point does Car start compounding instead of consuming capital when considering the reinsurance and Growth OPEX" [X Link](https://x.com/ValueByMarkus/status/1979653400955683324) [@ValueByMarkus](/creator/x/ValueByMarkus) 2025-10-18T20:58Z 1575 followers, XXX 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.]
@ValueByMarkus Markus
Markus posts on X about luxury, $lmnd, investment, $lvmh 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 +1,025%
- X Month XXXXXXX -XXXX%
- X Months XXXXXXX +124,590%
- X Year XXXXXXX +400,822%
Mentions: XX #
- X Week XX +27%
- X Month XX -XX%
- X Months XXX +3,729%
- X Year XXX +13,550%
Followers: XXXXX #
- X Week XXXXX +25%
- X Month XXXXX +40%
- X Months XXXXX +4,214%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XXX% stocks XXX% cryptocurrencies XXX% technology brands XXX% automotive brands XXX% travel destinations XXX% luxury brands XXX%
Social topic influence luxury 3.2%, $lmnd #214, investment #4510, $lvmh 2.4%, $harvia #1, insurance #581, i see 1.6%, $spot 1.6%, $qtcom #1, berkshire hathaway XXX%
Top accounts mentioned or mentioned by @williamgreen72 @raydalio @lucyfoleytweets @aswathdamodaran @chriswmayer @erinmeyerinsead @walterisaacson @firstadopter @comptortoise @herrkamrer @thomaswesterhol @deepak197108 @illerintwit @sciguyspace @fiscalai @dedeeyesan @ikiekko @ranvijayns @financialjolt @pedroleongarci2
Top assets mentioned Lemonade, Inc. (LMND) Spotify Technology (SPOT) Berkshire Hathaway Inc. (BRK.A) PoolTogether (POOL) Charg Coin (CHG) PayPal Holdings Inc (PYPL) Metadium (META) Klarna Group (KLAR) Ferrari N.V. (RACE) Story (STORY) Costco Wholesale Corporation (COST) Tesla, Inc. (TSLA)
Top Social Posts #
Top posts by engagements in the last XX hours
"Interesting insight: Berkshire has been adding to its $POOL position and now owns roughly X% of the worlds leading wholesale distributor of swimming pool supplies with a strong focus on the U.S. market. The $POOL profile reminds me of $HARVIA though its scale is on a completely different level LTM sales of XXX B$ and EBIT of over $XXX M$"
X Link @ValueByMarkus 2025-08-14T21:32Z 1574 followers, 2895 engagements
"Im sharing my first investment article on the Finnish forum Sijoitustieto - covering $LMND. Happy to hear your views and feedback - more articles to come in the future. Summary: I see $LMND as a high-risk high-beta investment case with its story centered on the companys ability to disrupt the traditional insurance market over the coming years. The numbers show early signs that the fundamentals are moving in the right direction. During H2 Ill be closely watching the development of IFP (in-force premium). As the business scales through growth investments I believe the company can reach positive"
X Link @ValueByMarkus 2025-10-13T09:07Z 1575 followers, 39.9K engagements
"Fascinating deep dive into $CHG - thanks for sharing The mini Berkshire with XX subsidiaries and platform structure is super intriguing. Niche software can be a goldmine. Im cautious about the dilution though. Excited to see where 2026 profitability lands - agree that XX% sounds way too optimistic"
X Link @ValueByMarkus 2025-08-01T12:23Z 1573 followers, XXX engagements
"In the few weeks $LMND added two heavyweights to its board: CMO of $PYPL - Geoff Seeley VP of AI Products at $META - Prashant Ratanchandani The Meta VP isnt just another tech exec. At Meta he helped ship Llama one of the worlds most advanced open-source AI models. These capabilities could enhance Lemonades AI stack from AI Jim (claims) and AI Maya (sales) to the core underwriting models that decide pricing and risk in real time. Meanwhile the PayPal CMO comes from one of the few consumer fintechs that successfully scaled trust on a global level. Hes lived the challenge of convincing users to"
X Link @ValueByMarkus 2025-10-15T16:03Z 1574 followers, 26.3K engagements
"Personal take: Investor focus on business models and moats often overshadows the single biggest variable: the CEO / Management. Leadership quality is hard to quantify yet its often the difference between Alpha returns. Even in smaller Nordic companies Ive seen exceptional CEOs quietly compounding capital with discipline and integrity. I prefer founder-led businesses with real skin in the game though history shows its not always required for wonderful outcomes. Who are your favorite CEOs not mentioned here and do you see patterns in how they lead"
X Link @ValueByMarkus 2025-10-10T06:32Z 1547 followers, XXX engagements
"A few Nordic CEOs I personally admire with proven track records of building / scaling enduring businesses: @eldsjal $SPOT Founder-led scaled Spotify from Stockholm to global dominance. @klarnaseb $KLAR Disrupted payments disciplined growth with bold vision. Otto Pukk $INCAP Strong industrial execution compounding results over time. Tiina Alahuhta-Kasko $MEKKO Balancing growth brand and operational excellence. Torbjrn Magnusson $SAMPO Long-term value creation in Nordic insurance. @mikaelrautanen $INDERES Investor-understanding transparent and analytical. @Sugrorsmannen $TEQ value-driven growth"
X Link @ValueByMarkus 2025-10-10T07:01Z 1547 followers, XXX engagements
"@HerrKamrer IMO $LVMH confirmed it - the luxury turnaround is real. Growth broad-based across all divisions. Europe still soft but momentum in Asia and the US is back. The key: Fashion & Leather Goods profit engine should return to positive organic growth in Q4"
X Link @ValueByMarkus 2025-10-15T07:49Z 1549 followers, 1056 engagements
"Mark Leonard resigns as President of Constellation Software due to health reasons. Mark Miller appointed successor. Leonard - one of the all-time greats in capital allocation. Built $CSU from scratch into a 60B$ vertical market software powerhouse. Truly exceptional. Wishing him a speedy recovery. Constellations model: acquire hundreds of small/medium niche software businesses. Run them for cash + reinvest into more acquisitions - compounding machine"
X Link @ValueByMarkus 2025-09-25T13:46Z 1561 followers, 2139 engagements
"@fiscal_ai $RACE surely is not be a traditional car company its a luxury brand and lifestyle play. Great business but the valuation feels still way stretched relative to future growth guidance"
X Link @ValueByMarkus 2025-10-12T16:23Z 1551 followers, 1055 engagements
"Solid Q3 from $LVMH - we might have seen the luxury bottom. Organic revenue growth +1 % with improving trends across all segments and geographies except Europe (flat). Segment breakdown (organic YoY Q3): - Fashion & Leather Goods X % - Perfumes & Cosmetics +2 % - Watches & Jewelry +2 % - Wines & Spirits +1 % - Selective Retailing +7 % Selective Retailing (+7 %) is acting as a shock absorber showing that strong distribution & retail execution can offset softness in high-ticket luxury. Fashion & Leather Goods (-2 %) - highest-margin most critical business driven by Louis Vuitton. The trend is"
X Link @ValueByMarkus 2025-10-14T20:32Z 1552 followers, 10.7K engagements
"The market agrees shares up XX% as investors buy into the luxury rebound. The summer $LVMH entry looks decently-timed after I shared the thesis and even after the short-term rally Im still bullish. The long-term drivers and moat havent gone anywhere"
X Link @ValueByMarkus 2025-10-15T08:05Z 1554 followers, 1049 engagements
"Fierce industry. $SPOT Spotify is executing almost flawlessly in both music and podcasts while expanding to aufio books - capturing customer time and attention. Hard to see how $STORY defends share when listening hours are finite. Personal anecdote. I was a Storytel customer myself - great product. Switched fully to Spotify only - better podcast selection UX eg. Carplay and no room in my day for two audio subs. IMO thats the core risk here. Even with improving FCF and attractive valuation. $SPOT Q2:"
X Link @ValueByMarkus 2025-09-04T10:01Z 1567 followers, 1238 engagements
"Great insights from @CompTortoise on $Harvia: Costco hinting at US sauna demand. "We're bringing in saunas for your garage or your home who are also performing very well high-ticket goods that are very relevant to the time of year but not reflective of the traditional Costco set you'll see." The markets waiting on US / North-America H2 growth numbers - if US consumers are still buying XXX k$ saunas thats a solid signal for discretionary demand"
X Link @ValueByMarkus 2025-10-16T19:12Z 1572 followers, 1864 engagements
"This is not investment advice - always do your own due diligence. Open to discussiion and curious to hear your thoughts. $QTCOM #FinTwit"
X Link @ValueByMarkus 2025-10-17T16:58Z 1572 followers, XXX engagements
"Valuation and personal view At XXXXX $QTCOM trades at an EV of XXX M. 2024 actuals: Sales XXX M EBIT adj. XXXX % 2025 (mid-range of new guidance): Sales: +6.5 % XXX M EBITA: XX % XX M EV/EBITA 16x The valuation looks fair if growth and margins stabilize but execution risk has clearly risen. The downside seems limited at the current valuation although theres clearly more room for weakness if sales guidance needs further trimming in H2 or if growth stalls in the coming years. I think investors must now reassess how deep $QTCOM real moat is. The core tech and ecosystem have strong foundations"
X Link @ValueByMarkus 2025-10-17T16:55Z 1574 followers, XXX engagements
"Interesting to track $LMND Car Gross Loss Ratio (GLR) and IFP growth in the coming quarters. If the customer journey is smooth and pricing fair IFP growth should follow naturally. Car IFP is trending steadily up (150 M$ Q2) and GLR down (82% Q2). The question: at what point does Car start compounding instead of consuming capital when considering the reinsurance and Growth OPEX"
X Link @ValueByMarkus 2025-10-18T20:58Z 1575 followers, XXX engagements