#  @filiembustero filiembustero filiembustero posts on X about brazil, $plxpa, math, business the most. They currently have [------] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours. ### Engagements: [--] [#](/creator/twitter::940884510/interactions)  - [--] Week [---] -100% - [--] Month [---------] -54% - [--] Months [---------] +72,023% - [--] Year [---------] +31,047% ### Mentions: [--] [#](/creator/twitter::940884510/posts_active)  - [--] Week [--] -17% - [--] Month [--] +10% - [--] Months [--] +141% - [--] Year [--] +78% ### Followers: [------] [#](/creator/twitter::940884510/followers)  - [--] Week [---] +0.75% - [--] Month [---] -1.10% - [--] Months [---] -1.80% - [--] Year [---] +35% ### CreatorRank: undefined [#](/creator/twitter::940884510/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [countries](/list/countries) [technology brands](/list/technology-brands) [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [social networks](/list/social-networks) [automotive brands](/list/automotive-brands) [la liga](/list/la-liga) [currencies](/list/currencies) [travel destinations](/list/travel-destinations) **Social topic influence** [brazil](/topic/brazil), [$plxpa](/topic/$plxpa), [math](/topic/math), [business](/topic/business), [twitter](/topic/twitter), [$na9](/topic/$na9), [$watr](/topic/$watr), [$dgv](/topic/$dgv), [accounting](/topic/accounting), [paid](/topic/paid) **Top assets mentioned** [Eden (EDEN)](/topic/$eden) [Stellantis N.V. (STLA)](/topic/$stla) [Wise (WISE)](/topic/$wise) [Newell Brands Inc (NWL)](/topic/$nwl) [Verisign, Inc. (VRSN)](/topic/$vrsn) [Coupang, Inc. (CPNG)](/topic/$cpng) [MercadoLibre Inc (MELI)](/topic/$meli) [Waves (WAVES)](/topic/waves) [Louisiana-Pacific Corp. (LPX)](/topic/$lpx) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [QuantumCore (QBS)](/topic/quantum) [InMode Ltd. Ordinary Shares (INMD)](/topic/$inmd) [Berkshire Hathaway Inc. (BRK.A)](/topic/$brka) [Skechers U.S.A., Inc. (SKX)](/topic/$skx) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [O'Reilly Automotive Inc (ORLY)](/topic/$orly) [Eli Lilly and Company (LLY)](/topic/$lly) [Endava plc American Depositary Shares (DAVA)](/topic/$dava) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Autozone Inc (AZO)](/topic/$azo) ### Top Social Posts Top posts by engagements in the last [--] hours "@IngJuanPa7 Cul es vuestra opinin respecto a los reportes de $TEP.PA de los Q1 & Q3 No me gusta nada que la nica mencin a margenes y beneficios est en el guidance. Si a final de ao resulta que los mrgenes estn sufriendo me voy a llevar una gran decepcin" [X Link](https://x.com/filiembustero/status/1854417393206055398) 2024-11-07T06:55Z [---] followers, [---] engagements "@MGinvestor I've asked myself the same question over and over. Kudos to all $DPLM.L shareholders" [X Link](https://x.com/filiembustero/status/1990688578720911423) 2025-11-18T07:48Z [---] followers, [---] engagements "@PenttiJokinen I looked into $ALSTI for the first time just now and there's something I didn't quite get. Have they shared any info about the price paid for BOSS Products I'd appreciate any insights I'm afraid I'm missing something here" [X Link](https://x.com/filiembustero/status/1973306321752695123) 2025-10-01T08:37Z [---] followers, [---] engagements "@Arkalos77 Have you considered splitting the position between $PLX.PA and $EDEN.PA Or are you positive Edenred will deliver higher returns" [X Link](https://x.com/filiembustero/status/2006108278271434928) 2025-12-30T21:00Z [---] followers, [---] engagements "@BostonOmahaNews What do you people of twitter think of this Perhaps I was too optimistic but I was hoping for something better" [X Link](https://x.com/filiembustero/status/1724098965501620662) 2023-11-13T16:16Z [---] followers, [---] engagements "@MartyChargin $STLA Just one terrible semester and PE ratio more than doubles. Additionally Stellantis reduces dividend yield cut in half (which btw I believe is the right thing to do). Again investors are reminded why cyclicals have such a low PE in peak times" [X Link](https://x.com/filiembustero/status/1894724898511098032) 2025-02-26T12:23Z [---] followers, [---] engagements "It could be claimed their salary hadnt risen for few years or that their salary is low in comparison with their peers. That to me isnt the point be serious and stablish a variable salary based on FcF/Share organic growth ROIC or any other important metric. $NA9 #NA9 #Nagarro" [X Link](https://x.com/filiembustero/status/1922954212259889328) 2025-05-15T09:56Z [---] followers, [----] engagements "$WATR dissapoints me a bit (again). At this point my estimations were slightly higher top line growth and much less capex needs https://www.londonstockexchange.com/news-article/WATR/audited-results-for-year-ended-31-december-2024/17110818 https://www.londonstockexchange.com/news-article/WATR/audited-results-for-year-ended-31-december-2024/17110818" [X Link](https://x.com/filiembustero/status/1939663441125675215) 2025-06-30T12:32Z [---] followers, [----] engagements "@SixSigmaCapital If you don't dislike subprime lenders Canadian stock $PRL might be interesting at current prices. After the short report of Jehoshaphat Research on competitor $GSY which actually pointed out that they don't share the same issues the price has come down circa 25%" [X Link](https://x.com/filiembustero/status/1976588693029929202) 2025-10-10T10:00Z [---] followers, [---] engagements "@capitalemployed Very nice indeed I feel stupid admiting the only reason for not pulling the trigger on $WISE is the awful experience I had with PayPal" [X Link](https://x.com/filiembustero/status/1977289672410710458) 2025-10-12T08:26Z [---] followers, [--] engagements "$DGV Alliance News estimates the price paid by OEP for DV holdings circa 29/share. According to my math accounting for the participation in DoveVivo I arrived to similar figures" [X Link](https://x.com/anyuser/status/1980544160907301207) 2025-10-21T07:58Z [---] followers, [---] engagements "@PatchesAKF They had been monitoring the news but it seems final agreement has little to do with the previous discussions between the ABBT and the goverments. The difference in the stock price I guess is bc Edenred already estimated how this will affect its profit" [X Link](https://x.com/filiembustero/status/1988531642172862467) 2025-11-12T08:57Z [---] followers, [---] engagements "@shittysits I've just seen this term used once before and it was when ASML offered capital to some key customers/partners. Basically: https://www.asml.com/en/news/press-releases/2012/asml-confirms-completion-of-the-synthetic-buyback https://www.asml.com/en/news/press-releases/2012/asml-confirms-completion-of-the-synthetic-buyback" [X Link](https://x.com/filiembustero/status/1988583010120442036) 2025-11-12T12:21Z [---] followers, [--] engagements "Pluxee NV (via Public) / Pluxee maintains positive outlook for Fiscal [----] after regulatory reform announced in Brazil https://www.publicnow.com/view/D5459DDE52378E62260063A16668F37E4B8D2AA7 https://www.publicnow.com/view/D5459DDE52378E62260063A16668F37E4B8D2AA7" [X Link](https://x.com/anyuser/status/1990322826763710472) 2025-11-17T07:35Z [---] followers, [---] engagements "Something doesnt make sense here. Comparing the share of the business $EDEN and $PLX.PA have in Brazil and the respective impact of the new regulation on their outlooks it seems to me either Edenred was too pesimistic or Pluxee too optimistic. Lets hope for the former" [X Link](https://x.com/anyuser/status/1990323424464716094) 2025-11-17T07:37Z [---] followers, [---] engagements "@lwsresearch Question now is Do we choose to believe that How is that possible if Edenred foresees greater impact having half of the exposure to Brazil" [X Link](https://x.com/filiembustero/status/1990371583399981366) 2025-11-17T10:48Z [---] followers, [---] engagements "@DanielAlGu1 First things first show me the high single digit like for like (constant currency) growth for $TEP and then we'll likely enjoy the stock price rebound" [X Link](https://x.com/filiembustero/status/1990406030317023390) 2025-11-17T13:05Z [---] followers, [---] engagements "@investingbyGenZ Perhaps they're taking steps in the right direction but so far to me the balance sheet hasn't improved much in the last quarters" [X Link](https://x.com/filiembustero/status/1990408298449777113) 2025-11-17T13:14Z [---] followers, [---] engagements "@investingbyGenZ Have you compared BS of the last [--] quarters Do u see any significant difference/improvement" [X Link](https://x.com/filiembustero/status/1990422625621791115) 2025-11-17T14:11Z [---] followers, [--] engagements "@mavix_leon Sorry to bother you but I don't know where else to go since you seem to be one of the few following this company. I can't make sense out of the Cavendish estimates for FY26 acc. to my math revenues are gonna come slightly below FY25 and PBT around 960m" [X Link](https://x.com/filiembustero/status/1993253993976672670) 2025-11-25T09:42Z [---] followers, [--] engagements "@_onlyscott Morocco" [X Link](https://x.com/filiembustero/status/1999130858159009804) 2025-12-11T14:55Z [---] followers, [--] engagements "@Arkalos77 I thought of splitting my position for diversification but I couldn't tell for sure which one will do better. Both look like great plays to me in 3-5y http://PLX.PA http://PLX.PA" [X Link](https://x.com/filiembustero/status/2006112552074289288) 2025-12-30T21:17Z [---] followers, [---] engagements "@Stock_Inf0 @FromValue Let say previous valuation was demanding that combined with (much) lower growth" [X Link](https://x.com/filiembustero/status/1731969489359523892) 2023-12-05T09:31Z [---] followers, [---] engagements "@Bolsafacilya Recomendara leer ms all del titular. La renta per cpita espaola desde el [--] casi se ha triplicado lo que dice el artculo es que la diferencia con la media de la UE sigue siendo la misma en %. Es decir que el resto han mejorado tanto como nosotros" [X Link](https://x.com/filiembustero/status/1737126373859250628) 2023-12-19T15:02Z [---] followers, [--] engagements "@Bolsafacilya No entiendo tu argumento acaso tu salario es la renta per capita 2022--28.280 1995--11.840" [X Link](https://x.com/filiembustero/status/1737132207552991395) 2023-12-19T15:26Z [---] followers, [--] engagements "@LopezPeiro Otro apunte segn la empresa (en una de las CC de este mismo ao si la memoria no me falla) cuanto ms reduzcan el "criminal interest rate" mejor ya que pese a afectar a los mrgenes elimina competencia" [X Link](https://x.com/filiembustero/status/1737377256379433107) 2023-12-20T07:39Z [---] followers, [--] engagements "@MoS_Investing In my situation and country (Spain) I'd be pleased if I get close to 400k" [X Link](https://x.com/filiembustero/status/1741743312686502261) 2024-01-01T08:49Z [---] followers, [--] engagements "@JmdMd12 @AthleticClub @GhanaBlackstars Yo te explico es muy fcil. Resulta que Iaki es ghans (adems de espaol) y que l quiere jugar para Ghana" [X Link](https://x.com/filiembustero/status/1748293427727331433) 2024-01-19T10:36Z [---] followers, [--] engagements "@elpadelesasi Personalmente me gustara que hubiera un torneo exclusivamente femenino y que publicaran datos de ingresos por patrocinios y entradas para poder analizar la diferencia de premios con la de ingresos" [X Link](https://x.com/filiembustero/status/1758092380635332666) 2024-02-15T11:34Z [---] followers, [--] engagements "@Scifospace @InversorInforma Por qu lo comparas con el ROE en vez de con el ROIC O se me escapa algo o no me parece que tenga sentido" [X Link](https://x.com/filiembustero/status/1760286004714324106) 2024-02-21T12:51Z [---] followers, [--] engagements "@JosMiguel71 Me alegra ver que no soy el nico al que le mosquean estas cosas. Yo comprando este ticker tengo mucho cuidado y paciencia a veces tardo das en ejecutar una orden porque veo que acaba suponiendo 10-15% de diferencia en el precio" [X Link](https://x.com/filiembustero/status/1765633447815508096) 2024-03-07T06:59Z [---] followers, [--] engagements "$NA9 preliminary numbers for FY [----] are released I guess it's more or less what we all were expecting. -15% EBITDA when people were estimating +30% CAGR just 2-3 years ago meant a sharp drop in the stock price" [X Link](https://x.com/filiembustero/status/1767821091072815158) 2024-03-13T07:52Z [---] followers, [--] engagements "@hurdle_rate @abrowninvesting May I ask how/where were those yields estimated I've studied (quickly) $SDI but my expected returns were nothing like that closer to low-mid teens in the standard scenario" [X Link](https://x.com/filiembustero/status/1772161158071328936) 2024-03-25T07:18Z [---] followers, [---] engagements "@purple_charles Compartimos unas cuantas: $WATR $NWL $VRSN $SDI" [X Link](https://x.com/filiembustero/status/1780964479980773425) 2024-04-18T14:19Z [---] followers, [---] engagements "@Symmetry_Invest I must have done something wrong my numbers are (CAD $): -Cash 31/12/2023: [-----] M$ -Skyward: [----] M$ -Market cap: [-----] M$ P/Cash=122 Could @Symmetry_Invest please pinpoint my error" [X Link](https://x.com/filiembustero/status/1787838136627708046) 2024-05-07T13:33Z [---] followers, [---] engagements "@Symmetry_Invest I suspected something like that. Thanks a lot I wanted to be sure whether it was FINCO or a mistake translating Canadian dollar to US dollar" [X Link](https://x.com/filiembustero/status/1787842670900998459) 2024-05-07T13:51Z [---] followers, [---] engagements "@InvierteLibre No estoy de acuerdo. Tanto la de Evo como la de Openbank me parecen mejores" [X Link](https://x.com/filiembustero/status/1788451442170171868) 2024-05-09T06:10Z [---] followers, [--] engagements "@WealthyReadings For me is neither Team [--] or Team 2: Team [--]. Alibaba is desperately trying to retain market shares internationally. New competitors ($PDD $CPNG $MELI) are killing their former margins which I don't believe will be back to previous levels" [X Link](https://x.com/filiembustero/status/1790661500194980004) 2024-05-15T08:32Z [---] followers, [---] engagements "@InvestwithValue Demanding multiple to start with followed by greater competition leading to (transaction) margin contraction together with questinable management and (perhaps too) high SBC. Btw I own the stock" [X Link](https://x.com/filiembustero/status/1802738571813548451) 2024-06-17T16:22Z [---] followers, [---] engagements "@jacobotweetsnow True but it doesn't mean that a job can be done by anyone. E.g. I work with people from different countries in my case I'd definitely pay a premium to avoid working with some of them" [X Link](https://x.com/filiembustero/status/1804076241009467475) 2024-06-21T08:57Z [---] followers, [--] engagements "@thexcapitalist Mainly because of the x56 FcF multiple and x42 EBITDA but also because of the growth trend which is clearly losing momentum" [X Link](https://x.com/filiembustero/status/1806654219245555875) 2024-06-28T11:41Z [---] followers, 14.3K engagements "@finance_schmidt I know very little about this company but I guess the question here is how much will the [----] ban on disposable vapes change this great fundamentals and how should it be price (valuation)" [X Link](https://x.com/filiembustero/status/1808052104046485811) 2024-07-02T08:16Z [---] followers, [---] engagements "@AbrilQuim @GarciaRieger Yo solo digo que estos cambios en los KPI que la empresa no justifica son un red flag para m. No me extraara empezar a ver una cada en el tamao medio de los contratos" [X Link](https://x.com/filiembustero/status/1813914128487956652) 2024-07-18T12:30Z [---] followers, [--] engagements "@Arkalos77 I get the benefit from high interest rates (float) but how would they benefit from a crisis Aren't they very dependant on the unemployment rate" [X Link](https://x.com/filiembustero/status/1815634283958079740) 2024-07-23T06:25Z [---] followers, [---] engagements "@ValueAcademia Es poco probable que tenga que gastar una fortuna en tratamientos si enferma la universidad de sus hijos le puede costar anualmente menos de una nmina y si cotiza cierto nmero de aos el estado le mantiene cuando se jubile. Es el sistema que hemos elegido" [X Link](https://x.com/filiembustero/status/1820351047929348209) 2024-08-05T06:48Z [---] followers, [--] engagements "There was a meme I reckon regarding CRE losses and regional banks crisis where there were waves (tsunamis) and the greatest and last one of them had written BOJ balance sheet. Can anyone help me find it It looks pretty pertinent today" [X Link](https://x.com/filiembustero/status/1820374773148389494) 2024-08-05T08:22Z [---] followers, [--] engagements "@Tintincapital I knew I would regret selling this one few weeks back. Tbh the only problem I see in $LPX is it doesn't fit my investment philosophy" [X Link](https://x.com/filiembustero/status/1821942996549472712) 2024-08-09T16:13Z [---] followers, [--] engagements "@garpinvest34218 @Uzocapital Looks to me its growth is slowing down" [X Link](https://x.com/filiembustero/status/1825821368111288680) 2024-08-20T09:05Z [---] followers, [--] engagements "@KyleAdamsStocks It's the same story all over again. Investors tend to get too excited about growth. B. Graham first Warren Buffet later tried to warn us but we never listen" [X Link](https://x.com/filiembustero/status/1828545910462198095) 2024-08-27T21:31Z [---] followers, [--] engagements "@dxd2r2msj4 I'd like to see how the FCF has been calculated here I don't even get to similar numbers. On another note was the multiple calculated without including the debt" [X Link](https://x.com/filiembustero/status/1830611960691663053) 2024-09-02T14:21Z [---] followers, [---] engagements "@dxd2r2msj4 Proven 😅🤣" [X Link](https://x.com/filiembustero/status/1830699478162317613) 2024-09-02T20:09Z [---] followers, [--] engagements "@dxd2r2msj4 Just kidding but between dilution lack of real earnings and low/insignificant organic growth I don't see the market changing its mind with $XPF.L anytime soon. It's the last of my positions I'd increase right now" [X Link](https://x.com/filiembustero/status/1830700906301870402) 2024-09-02T20:14Z [---] followers, [---] engagements "@Ranked90 I'd say over 15% FcF yield and if my maths aren't wrong still far from that point ;)" [X Link](https://x.com/filiembustero/status/1831720396921479172) 2024-09-05T15:45Z [---] followers, [---] engagements "@Ranked90 It's approx. what I expect from the position of my portfolio I like the less right now. Although its a great yield its far from certain so Im willing to replace it for another company if I find a better one" [X Link](https://x.com/filiembustero/status/1831732132969927116) 2024-09-05T16:32Z [---] followers, [--] engagements "@mosttt_ I would never have guessed that $PLX.PA was gonna be the stock of my portfolio skyrocketing after the first rate cut" [X Link](https://x.com/filiembustero/status/1837015970923037040) 2024-09-20T06:28Z [---] followers, [---] engagements "@Ranked90 Sounds to me like Bobby Kalar is considering a tender offer" [X Link](https://x.com/filiembustero/status/1838508631819452682) 2024-09-24T09:19Z [---] followers, [--] engagements "@HiddenValueGems @Hodinkee Without figures it seems to me impossible to know whether it's a good acquisition for investors or just a whim of a fan of the website. I tend to dislike this kind of acquisitions I'd rather my holdings to buy profitable business instead of betting everything on synergies" [X Link](https://x.com/filiembustero/status/1842089422898024744) 2024-10-04T06:28Z [---] followers, [---] engagements "@Ranked90 Same here" [X Link](https://x.com/filiembustero/status/1844463810226364679) 2024-10-10T19:43Z [---] followers, [--] engagements "@Ranked90 My advice is to be steady in your behavouir towards it. Try to treat it always the same regardless you've had a great or a terrible day. I find it very challenging" [X Link](https://x.com/filiembustero/status/1848408715877355905) 2024-10-21T16:59Z [---] followers, [--] engagements "Am I a dumb $GOOG shareholder if I understand almost nothing of this announcement but I still get excited Meet Willow our state-of-the-art quantum chip @google https://blog.google/technology/research/google-willow-quantum-chip/ https://blog.google/technology/research/google-willow-quantum-chip/" [X Link](https://x.com/filiembustero/status/1866409014025949422) 2024-12-10T09:05Z [---] followers, [--] engagements "@ideahive @stonescap Not an expert on the company but it's involved in "Madrid Norte" a massive initiative to reshape the north of Madrid. Probably it has received advancements that will need to deploy into the project when it begins (currently is delayed as any other public project in Spain)" [X Link](https://x.com/filiembustero/status/1894344746476130305) 2025-02-25T11:12Z [---] followers, [---] engagements "I'm interested in other Inmode's shareholders ($INMD) opinion about this: InMode Responds to Doma Perpetuals Letters https://conta.cc/3XtO0ue https://conta.cc/3XtO0ue" [X Link](https://x.com/filiembustero/status/1897632495161516459) 2025-03-06T12:56Z [---] followers, [--] engagements "@GothamResearch I expect this new report to be as thorough detailed and well-written as the previous (Grifols). Cant wait" [X Link](https://x.com/filiembustero/status/1905149472104943842) 2025-03-27T06:46Z [---] followers, [---] engagements "@thexcapitalist He knows that perfectly he's playing a different game" [X Link](https://x.com/filiembustero/status/1909120495502402015) 2025-04-07T05:46Z [---] followers, [----] engagements "@andrewcoye The Berkshire history with American shoe companies you mentioned had more often than not a not so happy ending. I don't think $SKX is what $BRK.B $BRK.A is looking for at this moment" [X Link](https://x.com/filiembustero/status/1919633838650618314) 2025-05-06T06:02Z [---] followers, [---] engagements "@KoyfinCharts I'm sure all data is right (with the exception of $ORLY already mentioned) but strikes me as odd. I was expecting much higher yields. Perhaps its that I'm used to look into small caps from UK and Asia" [X Link](https://x.com/filiembustero/status/1932686816056127835) 2025-06-11T06:30Z [---] followers, [---] engagements "Truth be told most of the capex is growth capex but still if only gets you +10% revenue growth" [X Link](https://x.com/filiembustero/status/1939664002398695483) 2025-06-30T12:35Z [---] followers, [--] engagements "@aktieblogg Which one is your south african champion I challenge you with mine (British) Elixirr" [X Link](https://x.com/filiembustero/status/1945150484983001559) 2025-07-15T15:56Z [---] followers, [--] engagements "@SuEricGP What about the margin expansion you're also assuming" [X Link](https://x.com/filiembustero/status/1950576383065027005) 2025-07-30T15:17Z [---] followers, [--] engagements "@SuEricGP I just read the 8% revenue growth and noticed the net income was growing faster than that in your screenshot" [X Link](https://x.com/filiembustero/status/1950592893967642982) 2025-07-30T16:22Z [---] followers, [--] engagements "@Fontainelantop1" [X Link](https://x.com/filiembustero/status/1951343035339645165) 2025-08-01T18:03Z [---] followers, [---] engagements "@Fontainelantop1" [X Link](https://x.com/filiembustero/status/1951400032357269673) 2025-08-01T21:49Z [---] followers, [--] engagements "Was that really necessary $LLY As a $NOVO investor it hurt" [X Link](https://x.com/filiembustero/status/1953428890396848303) 2025-08-07T12:11Z [---] followers, [----] engagements "@pernasresearch I hope not to regret this one down the road but that level of SBC is a complete red flag for me" [X Link](https://x.com/filiembustero/status/1953492446756642871) 2025-08-07T16:24Z [---] followers, [---] engagements "@CorazonCule1899 @yonki_mercados https://www.blackrock.com/es/profesionales/productos/307243/ishares-treasury-bond-0-1yr-ucits-etf https://www.blackrock.com/es/profesionales/productos/307243/ishares-treasury-bond-0-1yr-ucits-etf" [X Link](https://x.com/filiembustero/status/1959907606085910978) 2025-08-25T09:16Z [---] followers, [--] engagements "I need help to understand. There must be a reason for SBC to be similar in 2024-2025 to the two previous years when $DAVA business was actually playing out nicely" [X Link](https://x.com/filiembustero/status/1963860801657176465) 2025-09-05T07:04Z [---] followers, [---] engagements "@mavix_leon If the earnings next week come with an unexpected unpleasant surprise I'm going to be concerned about information leaks bc the stock is drifting down greatly on [--] news" [X Link](https://x.com/filiembustero/status/1965742928699199963) 2025-09-10T11:43Z [---] followers, [--] engagements "@weary_centurion Surely you know more about both companies than me but I'd say there's a huge in difference in competitive threat to their businesses. On top of that $AZO has executed $PYPL might we'll see. Having said that valuation gap is inmense" [X Link](https://x.com/filiembustero/status/1970411947200856373) 2025-09-23T08:56Z [---] followers, [---] engagements "@marta_peirodv a mi me encanta esa cancion ;)" [X Link](https://x.com/filiembustero/status/301449827768733697) 2013-02-12T21:56Z [---] followers, [--] engagements "5 por [--] putas fotos de carnet Me cago en la puta" [X Link](https://x.com/filiembustero/status/312286919893590017) 2013-03-14T19:39Z [---] followers, [--] engagements "@marta_peirodv rtame si te atreves (alias: espratako)" [X Link](https://x.com/filiembustero/status/315155088140288000) 2013-03-22T17:36Z [---] followers, [--] engagements "@marta_peirodv no seas orgullosa y admite tu error XD" [X Link](https://x.com/filiembustero/status/315218636577067009) 2013-03-22T21:49Z [---] followers, [--] engagements "@marta_peirodv @MarioElegancia que miedito me dais" [X Link](https://x.com/filiembustero/status/316312426079457281) 2013-03-25T22:15Z [---] followers, [--] engagements "@marta_peirodv mira que eres mala" [X Link](https://x.com/filiembustero/status/319189298672988161) 2013-04-02T20:47Z [---] followers, [--] engagements "@marta_peirodv Congratulations ;)" [X Link](https://x.com/filiembustero/status/412645525347778560) 2013-12-16T18:08Z [---] followers, [--] engagements "@marta_peirodv mola el cambio de foto de Twitter" [X Link](https://x.com/filiembustero/status/434871189102923776) 2014-02-16T02:05Z [---] followers, [--] engagements "El mejor consejo que vi de un entrenador de ftbol formativo. Y no estamos hablando solo de ftbol" [X Link](https://x.com/anyuser/status/2015800838677995578) 2026-01-26T14:55Z 91.6K followers, 1.4M engagements "If SpaceX lists at the rumoured $15 trillion valuation the combined value of Elon Musk's companies would be $33 Trillion. Guess how much combined Free Cash Flow all the companies have cumulatively produced ever Yep less than [--]. #but #bro #NEXT #YEAR 🙈🙉🙊" [X Link](https://x.com/anyuser/status/2014982377450180799) 2026-01-24T08:43Z [----] followers, [----] engagements "Coming soon to a hospital near you 🫠" [X Link](https://x.com/anyuser/status/2013656728689086807) 2026-01-20T16:55Z 252.2K followers, 15.5K engagements "A battle of epic proportions took place at a Polish zoo when a tiny muntjac deer took on a colossal Indian rhino and seemingly won" [X Link](https://x.com/anyuser/status/2010697100246573177) 2026-01-12T12:55Z 25M followers, 257.5K engagements "Any year that you don't destroy one of your best-loved ideas is probably a wasted year. -Charlie Munger-" [X Link](https://x.com/anyuser/status/2009551823733235875) 2026-01-09T09:04Z [---] followers, [--] engagements "Congratulations @bbva on the efficiency ratio improvement. Now the customers can enjoy hours of waiting to be attended by the only employee available on an appointment made a week in advance" [X Link](https://x.com/anyuser/status/2008139425000411322) 2026-01-05T11:32Z [---] followers, [--] engagements "Today you lost me as customer. In the coming weeks I'll cancel my mortgage close my accounts and never again do any business with you" [X Link](https://x.com/anyuser/status/2008139918875467861) 2026-01-05T11:34Z [---] followers, [--] engagements "This recent BiliBili video of a guy motion capturing a robot straight into his own balls is gonna be such useful metaphor in the future tbh" [X Link](https://x.com/anyuser/status/2004977640521044335) 2025-12-27T18:08Z 32.2K followers, 2.8M engagements "China has taken over the car making market over just the last [--] years" [X Link](https://x.com/anyuser/status/1994822410571583678) 2025-11-29T17:34Z 708.5K followers, 1.2M engagements "RT @Jongonzlz: La generacin del baby boom no accedi a salarios estables vivienda asequible y un Estado del bienestar en expansin porque" [X Link](https://x.com/anyuser/status/1993677317554753756) 2025-11-26T13:44Z [---] followers, [---] engagements "La generacin del baby boom no accedi a salarios estables vivienda asequible y un Estado del bienestar en expansin porque "se organizara" ms. Lo hizo porque perteneca a una cohorte numerosa que creci en un entorno macroeconmico y demogrfico excepcionalmente favorable: fuerte creacin de empleo asalariado estable baja tasa de dependencia sistema de pensiones en fase inicial (muchos cotizantes pocos perceptores) suelo y vivienda todava abundantes en relacin con la demanda y un ciclo prolongado de crecimiento que permiti financiar educacin sanidad y proteccin social crecientes con una presin" [X Link](https://x.com/anyuser/status/1993624873214603292) 2025-11-26T10:16Z 55.9K followers, 187.4K engagements "@Jongonzlz @pablogguz_ @nadaesgratis Una pregunta para ti y todos los que te siguen cundo os vais a organizar para reclamar mejores salarios y acceso a la vivienda junto con reclamaciones a los empresarios de medidas de organizacin que mejoren la productividad Se echa en falta adems de llorar" [X Link](https://x.com/anyuser/status/1993600897645965478) 2025-11-26T08:41Z 32.7K followers, 190.3K engagements "#MHA a fairly new IPO releases solid interim results. IMO it is tracking slightly ahead of expectations & I expect an EPS of [--] for FY26. Broker has upped TP from [---] to 220p: Rev up 13.2% to 121.3m recurring fees approximately 87% of total revenue Adj EBITDA up 10.7% to 21.8m Group EBITDA margin of 18% (FY 25: 18.3%) reflecting second-half revenue and earnings weighting Adj PBT up 8.8% to 18.5m Net cash 25.7m at [--] September [----] (31 March 2025: 17.6m) Adj basic & diluted EPS 5.8p Outlook: "comfortably on track to meet FY26 expectations"" [X Link](https://x.com/anyuser/status/1991408319903228015) 2025-11-20T07:28Z [----] followers, [----] engagements ""storytellers rule the world". Plato" [X Link](https://x.com/anyuser/status/1991204048377110992) 2025-11-19T17:56Z [---] followers, [--] engagements "Para la jornada [--] en #LaLiga A qu jugador alineo Riedel J. Pacheco Riedel J. Pacheco" [X Link](https://x.com/anyuser/status/1991057912983396579) 2025-11-19T08:16Z [---] followers, [----] engagements "Pluxee NV (via Public) / Pluxee maintains positive outlook for Fiscal [----] after regulatory reform announced in Brazil https://www.publicnow.com/view/D5459DDE52378E62260063A16668F37E4B8D2AA7 https://www.publicnow.com/view/D5459DDE52378E62260063A16668F37E4B8D2AA7" [X Link](https://x.com/anyuser/status/1990322826763710472) 2025-11-17T07:35Z [---] followers, [---] engagements "Something doesnt make sense here. Comparing the share of the business $EDEN and $PLX.PA have in Brazil and the respective impact of the new regulation on their outlooks it seems to me either Edenred was too pesimistic or Pluxee too optimistic. Lets hope for the former" [X Link](https://x.com/anyuser/status/1990323424464716094) 2025-11-17T07:37Z [---] followers, [---] engagements "Manas acaba de gastarse [------] en acciones de $NA9 Qu opinis" [X Link](https://x.com/anyuser/status/1989286765694456059) 2025-11-14T10:58Z [---] followers, [----] engagements "Thanks for everything W.B. After reading so much from you and about you it feels as if we knew each other https://www.berkshirehathaway.com/news/nov1025.pdf https://www.berkshirehathaway.com/news/nov1025.pdf" [X Link](https://x.com/anyuser/status/1988213136588239248) 2025-11-11T11:52Z [---] followers, [--] engagements "$DGV Alliance News estimates the price paid by OEP for DV holdings circa 29/share. According to my math accounting for the participation in DoveVivo I arrived to similar figures" [X Link](https://x.com/anyuser/status/1980544160907301207) 2025-10-21T07:58Z [---] followers, [---] engagements "Only question left is what premium is OEP willing to offer us for the rest 40% which is still in our hands" [X Link](https://x.com/anyuser/status/1980544703159529600) 2025-10-21T08:00Z [---] followers, [--] engagements "And yes I'm assuming they'll try to buy out the whole company" [X Link](https://x.com/anyuser/status/1980544851533001128) 2025-10-21T08:01Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@filiembustero filiembusterofiliembustero posts on X about brazil, $plxpa, math, business the most. They currently have [------] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.
Social category influence finance countries technology brands stocks cryptocurrencies social networks automotive brands la liga currencies travel destinations
Social topic influence brazil, $plxpa, math, business, twitter, $na9, $watr, $dgv, accounting, paid
Top assets mentioned Eden (EDEN) Stellantis N.V. (STLA) Wise (WISE) Newell Brands Inc (NWL) Verisign, Inc. (VRSN) Coupang, Inc. (CPNG) MercadoLibre Inc (MELI) Waves (WAVES) Louisiana-Pacific Corp. (LPX) Alphabet Inc Class A (GOOGL) QuantumCore (QBS) InMode Ltd. Ordinary Shares (INMD) Berkshire Hathaway Inc. (BRK.A) Skechers U.S.A., Inc. (SKX) Berkshire Hathaway Inc Class B (BRK.B) O'Reilly Automotive Inc (ORLY) Eli Lilly and Company (LLY) Endava plc American Depositary Shares (DAVA) PayPal Holdings Inc (PYPL) Autozone Inc (AZO)
Top posts by engagements in the last [--] hours
"@IngJuanPa7 Cul es vuestra opinin respecto a los reportes de $TEP.PA de los Q1 & Q3 No me gusta nada que la nica mencin a margenes y beneficios est en el guidance. Si a final de ao resulta que los mrgenes estn sufriendo me voy a llevar una gran decepcin"
X Link 2024-11-07T06:55Z [---] followers, [---] engagements
"@MGinvestor I've asked myself the same question over and over. Kudos to all $DPLM.L shareholders"
X Link 2025-11-18T07:48Z [---] followers, [---] engagements
"@PenttiJokinen I looked into $ALSTI for the first time just now and there's something I didn't quite get. Have they shared any info about the price paid for BOSS Products I'd appreciate any insights I'm afraid I'm missing something here"
X Link 2025-10-01T08:37Z [---] followers, [---] engagements
"@Arkalos77 Have you considered splitting the position between $PLX.PA and $EDEN.PA Or are you positive Edenred will deliver higher returns"
X Link 2025-12-30T21:00Z [---] followers, [---] engagements
"@BostonOmahaNews What do you people of twitter think of this Perhaps I was too optimistic but I was hoping for something better"
X Link 2023-11-13T16:16Z [---] followers, [---] engagements
"@MartyChargin $STLA Just one terrible semester and PE ratio more than doubles. Additionally Stellantis reduces dividend yield cut in half (which btw I believe is the right thing to do). Again investors are reminded why cyclicals have such a low PE in peak times"
X Link 2025-02-26T12:23Z [---] followers, [---] engagements
"It could be claimed their salary hadnt risen for few years or that their salary is low in comparison with their peers. That to me isnt the point be serious and stablish a variable salary based on FcF/Share organic growth ROIC or any other important metric. $NA9 #NA9 #Nagarro"
X Link 2025-05-15T09:56Z [---] followers, [----] engagements
"$WATR dissapoints me a bit (again). At this point my estimations were slightly higher top line growth and much less capex needs https://www.londonstockexchange.com/news-article/WATR/audited-results-for-year-ended-31-december-2024/17110818 https://www.londonstockexchange.com/news-article/WATR/audited-results-for-year-ended-31-december-2024/17110818"
X Link 2025-06-30T12:32Z [---] followers, [----] engagements
"@SixSigmaCapital If you don't dislike subprime lenders Canadian stock $PRL might be interesting at current prices. After the short report of Jehoshaphat Research on competitor $GSY which actually pointed out that they don't share the same issues the price has come down circa 25%"
X Link 2025-10-10T10:00Z [---] followers, [---] engagements
"@capitalemployed Very nice indeed I feel stupid admiting the only reason for not pulling the trigger on $WISE is the awful experience I had with PayPal"
X Link 2025-10-12T08:26Z [---] followers, [--] engagements
"$DGV Alliance News estimates the price paid by OEP for DV holdings circa 29/share. According to my math accounting for the participation in DoveVivo I arrived to similar figures"
X Link 2025-10-21T07:58Z [---] followers, [---] engagements
"@PatchesAKF They had been monitoring the news but it seems final agreement has little to do with the previous discussions between the ABBT and the goverments. The difference in the stock price I guess is bc Edenred already estimated how this will affect its profit"
X Link 2025-11-12T08:57Z [---] followers, [---] engagements
"@shittysits I've just seen this term used once before and it was when ASML offered capital to some key customers/partners. Basically: https://www.asml.com/en/news/press-releases/2012/asml-confirms-completion-of-the-synthetic-buyback https://www.asml.com/en/news/press-releases/2012/asml-confirms-completion-of-the-synthetic-buyback"
X Link 2025-11-12T12:21Z [---] followers, [--] engagements
"Pluxee NV (via Public) / Pluxee maintains positive outlook for Fiscal [----] after regulatory reform announced in Brazil https://www.publicnow.com/view/D5459DDE52378E62260063A16668F37E4B8D2AA7 https://www.publicnow.com/view/D5459DDE52378E62260063A16668F37E4B8D2AA7"
X Link 2025-11-17T07:35Z [---] followers, [---] engagements
"Something doesnt make sense here. Comparing the share of the business $EDEN and $PLX.PA have in Brazil and the respective impact of the new regulation on their outlooks it seems to me either Edenred was too pesimistic or Pluxee too optimistic. Lets hope for the former"
X Link 2025-11-17T07:37Z [---] followers, [---] engagements
"@lwsresearch Question now is Do we choose to believe that How is that possible if Edenred foresees greater impact having half of the exposure to Brazil"
X Link 2025-11-17T10:48Z [---] followers, [---] engagements
"@DanielAlGu1 First things first show me the high single digit like for like (constant currency) growth for $TEP and then we'll likely enjoy the stock price rebound"
X Link 2025-11-17T13:05Z [---] followers, [---] engagements
"@investingbyGenZ Perhaps they're taking steps in the right direction but so far to me the balance sheet hasn't improved much in the last quarters"
X Link 2025-11-17T13:14Z [---] followers, [---] engagements
"@investingbyGenZ Have you compared BS of the last [--] quarters Do u see any significant difference/improvement"
X Link 2025-11-17T14:11Z [---] followers, [--] engagements
"@mavix_leon Sorry to bother you but I don't know where else to go since you seem to be one of the few following this company. I can't make sense out of the Cavendish estimates for FY26 acc. to my math revenues are gonna come slightly below FY25 and PBT around 960m"
X Link 2025-11-25T09:42Z [---] followers, [--] engagements
"@_onlyscott Morocco"
X Link 2025-12-11T14:55Z [---] followers, [--] engagements
"@Arkalos77 I thought of splitting my position for diversification but I couldn't tell for sure which one will do better. Both look like great plays to me in 3-5y http://PLX.PA http://PLX.PA"
X Link 2025-12-30T21:17Z [---] followers, [---] engagements
"@Stock_Inf0 @FromValue Let say previous valuation was demanding that combined with (much) lower growth"
X Link 2023-12-05T09:31Z [---] followers, [---] engagements
"@Bolsafacilya Recomendara leer ms all del titular. La renta per cpita espaola desde el [--] casi se ha triplicado lo que dice el artculo es que la diferencia con la media de la UE sigue siendo la misma en %. Es decir que el resto han mejorado tanto como nosotros"
X Link 2023-12-19T15:02Z [---] followers, [--] engagements
"@Bolsafacilya No entiendo tu argumento acaso tu salario es la renta per capita 2022--28.280 1995--11.840"
X Link 2023-12-19T15:26Z [---] followers, [--] engagements
"@LopezPeiro Otro apunte segn la empresa (en una de las CC de este mismo ao si la memoria no me falla) cuanto ms reduzcan el "criminal interest rate" mejor ya que pese a afectar a los mrgenes elimina competencia"
X Link 2023-12-20T07:39Z [---] followers, [--] engagements
"@MoS_Investing In my situation and country (Spain) I'd be pleased if I get close to 400k"
X Link 2024-01-01T08:49Z [---] followers, [--] engagements
"@JmdMd12 @AthleticClub @GhanaBlackstars Yo te explico es muy fcil. Resulta que Iaki es ghans (adems de espaol) y que l quiere jugar para Ghana"
X Link 2024-01-19T10:36Z [---] followers, [--] engagements
"@elpadelesasi Personalmente me gustara que hubiera un torneo exclusivamente femenino y que publicaran datos de ingresos por patrocinios y entradas para poder analizar la diferencia de premios con la de ingresos"
X Link 2024-02-15T11:34Z [---] followers, [--] engagements
"@Scifospace @InversorInforma Por qu lo comparas con el ROE en vez de con el ROIC O se me escapa algo o no me parece que tenga sentido"
X Link 2024-02-21T12:51Z [---] followers, [--] engagements
"@JosMiguel71 Me alegra ver que no soy el nico al que le mosquean estas cosas. Yo comprando este ticker tengo mucho cuidado y paciencia a veces tardo das en ejecutar una orden porque veo que acaba suponiendo 10-15% de diferencia en el precio"
X Link 2024-03-07T06:59Z [---] followers, [--] engagements
"$NA9 preliminary numbers for FY [----] are released I guess it's more or less what we all were expecting. -15% EBITDA when people were estimating +30% CAGR just 2-3 years ago meant a sharp drop in the stock price"
X Link 2024-03-13T07:52Z [---] followers, [--] engagements
"@hurdle_rate @abrowninvesting May I ask how/where were those yields estimated I've studied (quickly) $SDI but my expected returns were nothing like that closer to low-mid teens in the standard scenario"
X Link 2024-03-25T07:18Z [---] followers, [---] engagements
"@purple_charles Compartimos unas cuantas: $WATR $NWL $VRSN $SDI"
X Link 2024-04-18T14:19Z [---] followers, [---] engagements
"@Symmetry_Invest I must have done something wrong my numbers are (CAD $): -Cash 31/12/2023: [-----] M$ -Skyward: [----] M$ -Market cap: [-----] M$ P/Cash=122 Could @Symmetry_Invest please pinpoint my error"
X Link 2024-05-07T13:33Z [---] followers, [---] engagements
"@Symmetry_Invest I suspected something like that. Thanks a lot I wanted to be sure whether it was FINCO or a mistake translating Canadian dollar to US dollar"
X Link 2024-05-07T13:51Z [---] followers, [---] engagements
"@InvierteLibre No estoy de acuerdo. Tanto la de Evo como la de Openbank me parecen mejores"
X Link 2024-05-09T06:10Z [---] followers, [--] engagements
"@WealthyReadings For me is neither Team [--] or Team 2: Team [--]. Alibaba is desperately trying to retain market shares internationally. New competitors ($PDD $CPNG $MELI) are killing their former margins which I don't believe will be back to previous levels"
X Link 2024-05-15T08:32Z [---] followers, [---] engagements
"@InvestwithValue Demanding multiple to start with followed by greater competition leading to (transaction) margin contraction together with questinable management and (perhaps too) high SBC. Btw I own the stock"
X Link 2024-06-17T16:22Z [---] followers, [---] engagements
"@jacobotweetsnow True but it doesn't mean that a job can be done by anyone. E.g. I work with people from different countries in my case I'd definitely pay a premium to avoid working with some of them"
X Link 2024-06-21T08:57Z [---] followers, [--] engagements
"@thexcapitalist Mainly because of the x56 FcF multiple and x42 EBITDA but also because of the growth trend which is clearly losing momentum"
X Link 2024-06-28T11:41Z [---] followers, 14.3K engagements
"@finance_schmidt I know very little about this company but I guess the question here is how much will the [----] ban on disposable vapes change this great fundamentals and how should it be price (valuation)"
X Link 2024-07-02T08:16Z [---] followers, [---] engagements
"@AbrilQuim @GarciaRieger Yo solo digo que estos cambios en los KPI que la empresa no justifica son un red flag para m. No me extraara empezar a ver una cada en el tamao medio de los contratos"
X Link 2024-07-18T12:30Z [---] followers, [--] engagements
"@Arkalos77 I get the benefit from high interest rates (float) but how would they benefit from a crisis Aren't they very dependant on the unemployment rate"
X Link 2024-07-23T06:25Z [---] followers, [---] engagements
"@ValueAcademia Es poco probable que tenga que gastar una fortuna en tratamientos si enferma la universidad de sus hijos le puede costar anualmente menos de una nmina y si cotiza cierto nmero de aos el estado le mantiene cuando se jubile. Es el sistema que hemos elegido"
X Link 2024-08-05T06:48Z [---] followers, [--] engagements
"There was a meme I reckon regarding CRE losses and regional banks crisis where there were waves (tsunamis) and the greatest and last one of them had written BOJ balance sheet. Can anyone help me find it It looks pretty pertinent today"
X Link 2024-08-05T08:22Z [---] followers, [--] engagements
"@Tintincapital I knew I would regret selling this one few weeks back. Tbh the only problem I see in $LPX is it doesn't fit my investment philosophy"
X Link 2024-08-09T16:13Z [---] followers, [--] engagements
"@garpinvest34218 @Uzocapital Looks to me its growth is slowing down"
X Link 2024-08-20T09:05Z [---] followers, [--] engagements
"@KyleAdamsStocks It's the same story all over again. Investors tend to get too excited about growth. B. Graham first Warren Buffet later tried to warn us but we never listen"
X Link 2024-08-27T21:31Z [---] followers, [--] engagements
"@dxd2r2msj4 I'd like to see how the FCF has been calculated here I don't even get to similar numbers. On another note was the multiple calculated without including the debt"
X Link 2024-09-02T14:21Z [---] followers, [---] engagements
"@dxd2r2msj4 Proven 😅🤣"
X Link 2024-09-02T20:09Z [---] followers, [--] engagements
"@dxd2r2msj4 Just kidding but between dilution lack of real earnings and low/insignificant organic growth I don't see the market changing its mind with $XPF.L anytime soon. It's the last of my positions I'd increase right now"
X Link 2024-09-02T20:14Z [---] followers, [---] engagements
"@Ranked90 I'd say over 15% FcF yield and if my maths aren't wrong still far from that point ;)"
X Link 2024-09-05T15:45Z [---] followers, [---] engagements
"@Ranked90 It's approx. what I expect from the position of my portfolio I like the less right now. Although its a great yield its far from certain so Im willing to replace it for another company if I find a better one"
X Link 2024-09-05T16:32Z [---] followers, [--] engagements
"@mosttt_ I would never have guessed that $PLX.PA was gonna be the stock of my portfolio skyrocketing after the first rate cut"
X Link 2024-09-20T06:28Z [---] followers, [---] engagements
"@Ranked90 Sounds to me like Bobby Kalar is considering a tender offer"
X Link 2024-09-24T09:19Z [---] followers, [--] engagements
"@HiddenValueGems @Hodinkee Without figures it seems to me impossible to know whether it's a good acquisition for investors or just a whim of a fan of the website. I tend to dislike this kind of acquisitions I'd rather my holdings to buy profitable business instead of betting everything on synergies"
X Link 2024-10-04T06:28Z [---] followers, [---] engagements
"@Ranked90 Same here"
X Link 2024-10-10T19:43Z [---] followers, [--] engagements
"@Ranked90 My advice is to be steady in your behavouir towards it. Try to treat it always the same regardless you've had a great or a terrible day. I find it very challenging"
X Link 2024-10-21T16:59Z [---] followers, [--] engagements
"Am I a dumb $GOOG shareholder if I understand almost nothing of this announcement but I still get excited Meet Willow our state-of-the-art quantum chip @google https://blog.google/technology/research/google-willow-quantum-chip/ https://blog.google/technology/research/google-willow-quantum-chip/"
X Link 2024-12-10T09:05Z [---] followers, [--] engagements
"@ideahive @stonescap Not an expert on the company but it's involved in "Madrid Norte" a massive initiative to reshape the north of Madrid. Probably it has received advancements that will need to deploy into the project when it begins (currently is delayed as any other public project in Spain)"
X Link 2025-02-25T11:12Z [---] followers, [---] engagements
"I'm interested in other Inmode's shareholders ($INMD) opinion about this: InMode Responds to Doma Perpetuals Letters https://conta.cc/3XtO0ue https://conta.cc/3XtO0ue"
X Link 2025-03-06T12:56Z [---] followers, [--] engagements
"@GothamResearch I expect this new report to be as thorough detailed and well-written as the previous (Grifols). Cant wait"
X Link 2025-03-27T06:46Z [---] followers, [---] engagements
"@thexcapitalist He knows that perfectly he's playing a different game"
X Link 2025-04-07T05:46Z [---] followers, [----] engagements
"@andrewcoye The Berkshire history with American shoe companies you mentioned had more often than not a not so happy ending. I don't think $SKX is what $BRK.B $BRK.A is looking for at this moment"
X Link 2025-05-06T06:02Z [---] followers, [---] engagements
"@KoyfinCharts I'm sure all data is right (with the exception of $ORLY already mentioned) but strikes me as odd. I was expecting much higher yields. Perhaps its that I'm used to look into small caps from UK and Asia"
X Link 2025-06-11T06:30Z [---] followers, [---] engagements
"Truth be told most of the capex is growth capex but still if only gets you +10% revenue growth"
X Link 2025-06-30T12:35Z [---] followers, [--] engagements
"@aktieblogg Which one is your south african champion I challenge you with mine (British) Elixirr"
X Link 2025-07-15T15:56Z [---] followers, [--] engagements
"@SuEricGP What about the margin expansion you're also assuming"
X Link 2025-07-30T15:17Z [---] followers, [--] engagements
"@SuEricGP I just read the 8% revenue growth and noticed the net income was growing faster than that in your screenshot"
X Link 2025-07-30T16:22Z [---] followers, [--] engagements
"@Fontainelantop1"
X Link 2025-08-01T18:03Z [---] followers, [---] engagements
"@Fontainelantop1"
X Link 2025-08-01T21:49Z [---] followers, [--] engagements
"Was that really necessary $LLY As a $NOVO investor it hurt"
X Link 2025-08-07T12:11Z [---] followers, [----] engagements
"@pernasresearch I hope not to regret this one down the road but that level of SBC is a complete red flag for me"
X Link 2025-08-07T16:24Z [---] followers, [---] engagements
"@CorazonCule1899 @yonki_mercados https://www.blackrock.com/es/profesionales/productos/307243/ishares-treasury-bond-0-1yr-ucits-etf https://www.blackrock.com/es/profesionales/productos/307243/ishares-treasury-bond-0-1yr-ucits-etf"
X Link 2025-08-25T09:16Z [---] followers, [--] engagements
"I need help to understand. There must be a reason for SBC to be similar in 2024-2025 to the two previous years when $DAVA business was actually playing out nicely"
X Link 2025-09-05T07:04Z [---] followers, [---] engagements
"@mavix_leon If the earnings next week come with an unexpected unpleasant surprise I'm going to be concerned about information leaks bc the stock is drifting down greatly on [--] news"
X Link 2025-09-10T11:43Z [---] followers, [--] engagements
"@weary_centurion Surely you know more about both companies than me but I'd say there's a huge in difference in competitive threat to their businesses. On top of that $AZO has executed $PYPL might we'll see. Having said that valuation gap is inmense"
X Link 2025-09-23T08:56Z [---] followers, [---] engagements
"@marta_peirodv a mi me encanta esa cancion ;)"
X Link 2013-02-12T21:56Z [---] followers, [--] engagements
"5 por [--] putas fotos de carnet Me cago en la puta"
X Link 2013-03-14T19:39Z [---] followers, [--] engagements
"@marta_peirodv rtame si te atreves (alias: espratako)"
X Link 2013-03-22T17:36Z [---] followers, [--] engagements
"@marta_peirodv no seas orgullosa y admite tu error XD"
X Link 2013-03-22T21:49Z [---] followers, [--] engagements
"@marta_peirodv @MarioElegancia que miedito me dais"
X Link 2013-03-25T22:15Z [---] followers, [--] engagements
"@marta_peirodv mira que eres mala"
X Link 2013-04-02T20:47Z [---] followers, [--] engagements
"@marta_peirodv Congratulations ;)"
X Link 2013-12-16T18:08Z [---] followers, [--] engagements
"@marta_peirodv mola el cambio de foto de Twitter"
X Link 2014-02-16T02:05Z [---] followers, [--] engagements
"El mejor consejo que vi de un entrenador de ftbol formativo. Y no estamos hablando solo de ftbol"
X Link 2026-01-26T14:55Z 91.6K followers, 1.4M engagements
"If SpaceX lists at the rumoured $15 trillion valuation the combined value of Elon Musk's companies would be $33 Trillion. Guess how much combined Free Cash Flow all the companies have cumulatively produced ever Yep less than [--]. #but #bro #NEXT #YEAR 🙈🙉🙊"
X Link 2026-01-24T08:43Z [----] followers, [----] engagements
"Coming soon to a hospital near you 🫠"
X Link 2026-01-20T16:55Z 252.2K followers, 15.5K engagements
"A battle of epic proportions took place at a Polish zoo when a tiny muntjac deer took on a colossal Indian rhino and seemingly won"
X Link 2026-01-12T12:55Z 25M followers, 257.5K engagements
"Any year that you don't destroy one of your best-loved ideas is probably a wasted year. -Charlie Munger-"
X Link 2026-01-09T09:04Z [---] followers, [--] engagements
"Congratulations @bbva on the efficiency ratio improvement. Now the customers can enjoy hours of waiting to be attended by the only employee available on an appointment made a week in advance"
X Link 2026-01-05T11:32Z [---] followers, [--] engagements
"Today you lost me as customer. In the coming weeks I'll cancel my mortgage close my accounts and never again do any business with you"
X Link 2026-01-05T11:34Z [---] followers, [--] engagements
"This recent BiliBili video of a guy motion capturing a robot straight into his own balls is gonna be such useful metaphor in the future tbh"
X Link 2025-12-27T18:08Z 32.2K followers, 2.8M engagements
"China has taken over the car making market over just the last [--] years"
X Link 2025-11-29T17:34Z 708.5K followers, 1.2M engagements
"RT @Jongonzlz: La generacin del baby boom no accedi a salarios estables vivienda asequible y un Estado del bienestar en expansin porque"
X Link 2025-11-26T13:44Z [---] followers, [---] engagements
"La generacin del baby boom no accedi a salarios estables vivienda asequible y un Estado del bienestar en expansin porque "se organizara" ms. Lo hizo porque perteneca a una cohorte numerosa que creci en un entorno macroeconmico y demogrfico excepcionalmente favorable: fuerte creacin de empleo asalariado estable baja tasa de dependencia sistema de pensiones en fase inicial (muchos cotizantes pocos perceptores) suelo y vivienda todava abundantes en relacin con la demanda y un ciclo prolongado de crecimiento que permiti financiar educacin sanidad y proteccin social crecientes con una presin"
X Link 2025-11-26T10:16Z 55.9K followers, 187.4K engagements
"@Jongonzlz @pablogguz_ @nadaesgratis Una pregunta para ti y todos los que te siguen cundo os vais a organizar para reclamar mejores salarios y acceso a la vivienda junto con reclamaciones a los empresarios de medidas de organizacin que mejoren la productividad Se echa en falta adems de llorar"
X Link 2025-11-26T08:41Z 32.7K followers, 190.3K engagements
"#MHA a fairly new IPO releases solid interim results. IMO it is tracking slightly ahead of expectations & I expect an EPS of [--] for FY26. Broker has upped TP from [---] to 220p: Rev up 13.2% to 121.3m recurring fees approximately 87% of total revenue Adj EBITDA up 10.7% to 21.8m Group EBITDA margin of 18% (FY 25: 18.3%) reflecting second-half revenue and earnings weighting Adj PBT up 8.8% to 18.5m Net cash 25.7m at [--] September [----] (31 March 2025: 17.6m) Adj basic & diluted EPS 5.8p Outlook: "comfortably on track to meet FY26 expectations""
X Link 2025-11-20T07:28Z [----] followers, [----] engagements
""storytellers rule the world". Plato"
X Link 2025-11-19T17:56Z [---] followers, [--] engagements
"Para la jornada [--] en #LaLiga A qu jugador alineo Riedel J. Pacheco Riedel J. Pacheco"
X Link 2025-11-19T08:16Z [---] followers, [----] engagements
"Pluxee NV (via Public) / Pluxee maintains positive outlook for Fiscal [----] after regulatory reform announced in Brazil https://www.publicnow.com/view/D5459DDE52378E62260063A16668F37E4B8D2AA7 https://www.publicnow.com/view/D5459DDE52378E62260063A16668F37E4B8D2AA7"
X Link 2025-11-17T07:35Z [---] followers, [---] engagements
"Something doesnt make sense here. Comparing the share of the business $EDEN and $PLX.PA have in Brazil and the respective impact of the new regulation on their outlooks it seems to me either Edenred was too pesimistic or Pluxee too optimistic. Lets hope for the former"
X Link 2025-11-17T07:37Z [---] followers, [---] engagements
"Manas acaba de gastarse [------] en acciones de $NA9 Qu opinis"
X Link 2025-11-14T10:58Z [---] followers, [----] engagements
"Thanks for everything W.B. After reading so much from you and about you it feels as if we knew each other https://www.berkshirehathaway.com/news/nov1025.pdf https://www.berkshirehathaway.com/news/nov1025.pdf"
X Link 2025-11-11T11:52Z [---] followers, [--] engagements
"$DGV Alliance News estimates the price paid by OEP for DV holdings circa 29/share. According to my math accounting for the participation in DoveVivo I arrived to similar figures"
X Link 2025-10-21T07:58Z [---] followers, [---] engagements
"Only question left is what premium is OEP willing to offer us for the rest 40% which is still in our hands"
X Link 2025-10-21T08:00Z [---] followers, [--] engagements
"And yes I'm assuming they'll try to buy out the whole company"
X Link 2025-10-21T08:01Z [---] followers, [--] engagements
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