# ![@stoic_returns Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1464767825986342917.png) @stoic_returns Stoic Alonso

Stoic Alonso posts on X about $idt, $deo, $dge, $cprmi the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1464767825986342917/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1464767825986342917/c:line/m:interactions.svg)

- [--] Week [---] -70%
- [--] Month [-----] -56%
- [--] Months [-------] +122%
- [--] Year [-------] +1,068%

### Mentions: [--] [#](/creator/twitter::1464767825986342917/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1464767825986342917/c:line/m:posts_active.svg)

- [--] Week [--] -38%
- [--] Month [--] -23%
- [--] Months [---] +99%
- [--] Year [---] +648%

### Followers: [---] [#](/creator/twitter::1464767825986342917/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1464767825986342917/c:line/m:followers.svg)

- [--] Week [---] -0.27%
- [--] Month [---] -0.27%
- [--] Months [---] +33%
- [--] Year [---] +90%

### CreatorRank: [---------] [#](/creator/twitter::1464767825986342917/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1464767825986342917/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  40% [stocks](/list/stocks)  30% [cryptocurrencies](/list/cryptocurrencies)  25% [countries](/list/countries)  16% [technology brands](/list/technology-brands)  3% [currencies](/list/currencies)  3% [travel destinations](/list/travel-destinations)  2% [financial services](/list/financial-services)  1%

**Social topic influence**
[$idt](/topic/$idt) 17%, [$deo](/topic/$deo) #41, [$dge](/topic/$dge) 14%, [$cprmi](/topic/$cprmi) 14%, [$ri](/topic/$ri) #5, [$cpr](/topic/$cpr) #1, [$bfb](/topic/$bfb) 12%, [$puig](/topic/$puig) 12%, [$inpst](/topic/$inpst) 11%, [in the](/topic/in-the) 10%

**Top accounts mentioned or mentioned by**
[@renesellmann](/creator/undefined) [@carlosmoram](/creator/undefined) [@pepiteseurope](/creator/undefined) [@quartrapp](/creator/undefined) [@nabulio91](/creator/undefined) [@locoswallstreet](/creator/undefined) [@kristinbentz](/creator/undefined) [@jomasilva88](/creator/undefined) [@ingjuanpa7](/creator/undefined) [@varorevilla](/creator/undefined) [@dinerocop](/creator/undefined) [@schuldensuehner](/creator/undefined) [@litbarnsparrow](/creator/undefined) [@williamzing](/creator/undefined) [@moneyma13779821](/creator/undefined) [@deepvalueco](/creator/undefined) [@stealthqe4](/creator/undefined) [@jessecoheninv](/creator/undefined) [@valueecon](/creator/undefined) [@giovannzibordi](/creator/undefined)

**Top assets mentioned**
[Diageo plc (DEO)](/topic/$deo) [Robotics Intelligence (RI)](/topic/$ri) [Cipher (CPR)](/topic/$cpr) [Brown-Forman Corporation Class B (BF.B)](/topic/$bfb) [Constellation Brands, Inc. Class A (STZ)](/topic/$stz) [Osisko Gold Royalties Ltd (OR)](/topic/$or) [O-I Glass, Inc. (OI)](/topic/$oi) [ELYSIA (EL)](/topic/$el) [Western Union Co (WU)](/topic/$wu) [Inter Parfums Inc (IPAR)](/topic/$ipar) [Wing Finance (WING)](/topic/$wing) [Newell Brands Inc (NWL)](/topic/$nwl) [Anheuser-Busch INBEV SA/NV (BUD)](/topic/$bud) [Molson Coors Beverage Co Class B (TAP)](/topic/$tap) [Merit Circle (MC)](/topic/$mc) [Brinker International, Inc. (EAT)](/topic/$eat) [CAVA Group, Inc. (CAVA)](/topic/$cava) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Sweetgreen Inc. (SG)](/topic/$sg) [Samsunspor Fan Token (SAM)](/topic/$sam) [AMBEV S.A. (ABEV)](/topic/$abev) [Compania Cervecerias Unidas S.A. (CCU)](/topic/$ccu)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$IDT wins the appeal of the Straight Path Communications shareholder group incurring no costs whatsoever. If the $IMXI $WU deal goes through I would expect $IDT to release some of that cash in the form of an extraordinary dividend or accelerated shares repurchases"  
[X Link](https://x.com/stoic_returns/status/1996348664353292402)  2025-12-03T22:39Z [---] followers, [---] engagements


"The indebtedness of the players in the Spirits industry is worsening overall. Davide Campari $CPR is the standout positive outlier in this weak consumer environment and structural alcohol moderation reality. $DEO $DGE $STZ $bf.b $CPR.MI $RI $RI.PA $RCO"  
[X Link](https://x.com/stoic_returns/status/2000545955351855207)  2025-12-15T12:38Z [---] followers, [---] engagements


"For those that like the spirits category: Davide Campari Milano might be the only investable company. $CPR $CPR.MI $DEO $DGE $RI $BF.B $RCO $STZ 🍹 Campari - Updated Investment Thesis One of our most detailed analysis covering: Explanation of the Beverage producing business and the distinctions between the different types of alcohol. Detailed analysis of its main brands strategy and business model https://t.co/6wONn2Hs1y 🍹 Campari - Updated Investment Thesis One of our most detailed analysis covering: Explanation of the Beverage producing business and the distinctions between the different"  
[X Link](https://x.com/stoic_returns/status/2002837085980594221)  2025-12-21T20:22Z [---] followers, [---] engagements


"Bad news for the dividend investor friends that are averaging down on spirits companies. Some of your favorite alcoholic beverage companies will have to make a decision: A. Cut the dividend. B. Dig themselves into a deeper hole. $DEO $DGE $STZ $BF.B $CPR.MI $RI $RI.PA $RCO"  
[X Link](https://x.com/stoic_returns/status/2002710894141436018)  2025-12-21T12:01Z [---] followers, [----] engagements


"The maker of Jim Beam bourbon whiskey said it plans to pause production at its main distillery in Kentucky starting Jan. [--]. The state of American whiskey is very rough. $BF.B $DEO $DGE $TFF $TFF.PA"  
[X Link](https://x.com/stoic_returns/status/2003141651364217035)  2025-12-22T16:32Z [---] followers, [----] engagements


"First encouraging data point I see in a while for non-beer alcohol. Italian Wine Brands $IWB.MI saw organic volume growth in [----] even in their very mature Italian market. Once inventories clear out we could see a comeback for $DEO $DGE $RI $CPR $RCO $BF.B"  
[X Link](https://x.com/stoic_returns/status/2018023039066153458)  2026-02-01T18:06Z [---] followers, [---] engagements


"$APR.WA Auto Partner reports 3.1% YoY growth in the month of January. Below expectations after the strong December release: 📅January [----] working days in Poland Germany and Czech Republic were -5.8% YoY. 💱EUR/PLN FX was 0.6% favorable YoY during the month of January & CZK/PLN was 3.8% favorable. https://twitter.com/i/web/status/2019822322643857492 https://twitter.com/i/web/status/2019822322643857492"  
[X Link](https://x.com/stoic_returns/status/2019822322643857492)  2026-02-06T17:15Z [---] followers, [---] engagements


"Certainly a buyer's market in the beverage industry. Hopefully Newlat $NWL find a deal. In the last [--] days: 🍹Campari agreed to sell its Averna & Zedda Piras (100M) $CPR $CPR.MI 🍺Diageo struck a deal to sell its 65% stake in East African Breweries to Asahi ($2.3B) $DGE $DEO 🍷Pernod is selling its U.S. Mumm Napa+sparkling wine business to Trinchero $RI https://twitter.com/i/web/status/2001603610266804240 https://twitter.com/i/web/status/2001603610266804240"  
[X Link](https://x.com/stoic_returns/status/2001603610266804240)  2025-12-18T10:41Z [---] followers, [----] engagements


"📝On Sunday we will update the $CPR $CPR.MI thesis: 🍹Of the spirits players Campari is the best suited one to outperform the industry over the next years. 🍾A concentrated portfolio of brands where its [--] most important brands have ambitious growth prospects. $DEO $DGE $STZ $BF.B $CPR.MI $RI $RI.PA $RCO https://twitter.com/i/web/status/2002816590677467595 https://twitter.com/i/web/status/2002816590677467595"  
[X Link](https://x.com/stoic_returns/status/2002816590677467595)  2025-12-21T19:01Z [---] followers, [---] engagements


"@Schuldensuehner The $CPR.MI spike is driven by the Courvoisier acquisition that made it transition from a company with low exposure ageing drinks to entering the cognac category (longest ageing times)"  
[X Link](https://x.com/stoic_returns/status/2013023856022139348)  2026-01-18T23:01Z [---] followers, [----] engagements


"Not the kind of news alcohol bulls would like to see: Cutting workforce by 7% in a mfg operation that is already highly automated signals a structural shift in the foreseeable beer demand. $HEIN $HEINY $BUD $CABGY $RI $TAP $SAM $ABEV $CCU $DEO $PRNDY $BF.B $STZ $CPR $RCO"  
[X Link](https://x.com/stoic_returns/status/2022335497805414703)  2026-02-13T15:42Z [---] followers, [---] engagements


"Competitors of $PUIG have reported solid Q4 results. - EU and fragrance results have been strong across the board. - My main concern lays on what UK performance of Charlotte Tilbury was amid strong incumbent competition. $MC $OR $IPAR $EL $LVMH"  
[X Link](https://x.com/stoic_returns/status/2023084641536663574)  2026-02-15T17:19Z [---] followers, [---] engagements


"$IDT is reporting annual results in [--] days. After an exceptional year with the share price up nearly 80% the investors are trying to figure out what is next for IDT. In this writeup (link in Bio) we answer: How is IDT going to spend its more than $200m in cash 💰🤔 When is the next spin-off going to happen 🔄 What M&A targets does IDT have in mind 🎯🤝 What are the true economics and average customer value of NRS 📊🧮 What if the biggest risk to IDTs remittance business isnt regulation but something no one is talking about ⚠🕵♂ What is the hidden asset that is going to become the 4th"  
[X Link](https://x.com/stoic_alonso/status/1968736781995479447)  2025-09-18T18:00Z [---] followers, [----] engagements


"@pepiteseurope @Quartr_App @Nabulio91 @LocosWallStreet @ReneSellmann @KristinBentz @JomaSilva88 @Carlos_MoraM @IngJuanPa7 @Varorevilla @DineroCOP Some of the analysts covering the company have called out technical analysis as the reason to be bearish. As you point out a business like this should not trade this cheaply"  
[X Link](https://x.com/stoic_alonso/status/1971242598900826288)  2025-09-25T15:57Z [---] followers, [---] engagements


"First of the big announcements from $IDT this evening: BOSS Money is launching an integration with Whatsapp After achieving the highest average app store rating of the eighteen digital money transfer providers surveyed by FXC Intelligence in its [----] customer satisfaction ranking BOSS Money is extending its reach and further enhancing the user experience through an integration with WhatsApp meeting customers on the dominant channel for cross border communications. The integration which will launch in the coming weeks will enable customers to query BOSS Moneys AI agent about destinations and"  
[X Link](https://x.com/stoic_alonso/status/1972772091670749541)  2025-09-29T21:14Z [---] followers, [---] engagements


"4) Capital allocation: No immediate M&A in the works $IDT share repurchases will come back. 💵🔄 5) Stablecoins: On track for their launch in the BOSS Money app in calendar [----]. 🪙⚡📲 6) AI Agent: A new IDT business will begin to scale in [----] 🤖🚀"  
[X Link](https://x.com/stoic_alonso/status/1972841897682178142)  2025-09-30T01:52Z [---] followers, [---] engagements


"Not quite what it is happening today 😂 $IDT The market is likely reacting to the guidance of a slowdown in EBITDA growth for FY26 to just 10%. The reality is that this compressed EBITDA is a result of intentional increased spend in mktg to increase BOSS Money and N2P users. $IDT likes to soar in October. This wonderful company is going to consolidate another multibagging cycle in [----]. Sometimes great companies do not need catalysts they posses enough reactivity on their own. https://t.co/ooN5HuKRmZ $IDT likes to soar in October. This wonderful company is going to consolidate another"  
[X Link](https://x.com/stoic_alonso/status/1973031654479556844)  2025-09-30T14:26Z [---] followers, [----] engagements


"@LitBarnSparrow Totally I can see that. The market should have known M&A was off the table once the $IMXI buyer was announced though. Have no doubt that they will do the right thing with capital allocation"  
[X Link](https://x.com/stoic_alonso/status/1973046916796539097)  2025-09-30T15:26Z [---] followers, [---] engagements


"@william_zing The report last month was purely seasonal. August is the month where seasonal terminals get inactivated. $IDT"  
[X Link](https://x.com/stoic_alonso/status/1973841030068973760)  2025-10-02T20:02Z [---] followers, [---] engagements


"Tomorrow we will release a [--] page report with the updated $IDT analysis after the -20% drawdown this week. Everything impacting the company will be discussed the bad and the good"  
[X Link](https://x.com/stoic_alonso/status/1974466695822807077)  2025-10-04T13:28Z [---] followers, [----] engagements


"He sells every year post-results after receiving his stock compensation. This person is approaching retirement. Just as reference last year he sold at $38/share and even at today's prices the $IDT share is up +25%. President at IDT Corporation $IDT selling $2M the stock AFTER it falls 20%+ on earnings is not a great look https://t.co/vzAGF2hnur President at IDT Corporation $IDT selling $2M the stock AFTER it falls 20%+ on earnings is not a great look https://t.co/vzAGF2hnur"  
[X Link](https://x.com/stoic_alonso/status/1975223467009319061)  2025-10-06T15:35Z [---] followers, [----] engagements


"The monthly $IDT NRS report is out: 📟 Net terminal chg: +300 🏪 Net store chg: +200 📈 SSS: 5.8% NRS stores are back to outperforming US retail despite the immigration rumblings"  
[X Link](https://x.com/stoic_alonso/status/1975310711384678795)  2025-10-06T21:22Z [---] followers, [----] engagements


"Meanwhile this is what the latest survey that got cited in Reuters today has to say about the topic: $DEO $DGE $RI $BF.B"  
[X Link](https://x.com/stoic_returns/status/1975551813190582372)  2025-10-07T13:20Z [---] followers, [---] engagements


"$MTY $MTY.TO MTY got hammered to start the earnings season for the restaurant industry: ✅Positive net openings 📉Negative SSS below industry forecasts for Q3 results 💸Adverse WC variations in the quarter"  
[X Link](https://x.com/stoic_returns/status/1976697626310721811)  2025-10-10T17:13Z [---] followers, [---] engagements


"Within the next [--] months one should expect: 💪Aggressive debt paydown 💰Considerable dividend increase 🤝 A tender offer or M&A $MTY $MTY.TO"  
[X Link](https://x.com/stoic_alonso/status/1976697629758439580)  2025-10-10T17:13Z [---] followers, [---] engagements


"@Moneyma13779821 @deepvalueco 😂Haha you have a point there I found that excuse funny too. That said I think the ROCE decline of $MTY started in [----] with the Kahala acquisition when Stanley still was the CEO. Under Eric the ROCE still got a little worse"  
[X Link](https://x.com/stoic_alonso/status/1978277669964853724)  2025-10-15T01:52Z [---] followers, [--] engagements


"Can someone explain to me why $RI rose +4% after weak results and a pretty discouraging earnings call"  
[X Link](https://x.com/stoic_returns/status/1978994578205114739)  2025-10-17T01:20Z [---] followers, [---] engagements


"In the earnings call $VRLA Verallia suggested that the dividend could be reduced yet again. Yet another disappointing earnings release for $VRLA $VRLA.PA that leads to a guidance correction. The poor capital allocation decisions and the overexposure to long rotation beverages have led to a deterioration of the fundamentals. Guidance Update: Verallia now aims to https://t.co/2NNSIxTyUL Yet another disappointing earnings release for $VRLA $VRLA.PA that leads to a guidance correction. The poor capital allocation decisions and the overexposure to long rotation beverages have led to a"  
[X Link](https://x.com/stoic_alonso/status/1983099265984393440)  2025-10-28T09:11Z [---] followers, [---] engagements


"I wrote in depth about $OI in April. The writing still holds. I like everything that the new leadership is doing and they are being benefited by a combination macro events. The turnaround has odds of succeeding it will require years of patience. The investment has high risk and the results have to be monitored closely. https://open.substack.com/pub/moram/p/owens-illinoisutm_source=share&utm_medium=android&r=bep6q https://open.substack.com/pub/moram/p/owens-illinoisutm_source=share&utm_medium=android&r=bep6q"  
[X Link](https://x.com/stoic_alonso/status/1983462753453969629)  2025-10-29T09:15Z [---] followers, [--] engagements


"I think $OI just needs to bring the indebtness under control to rerate"  
[X Link](https://x.com/stoic_alonso/status/1983465287971483750)  2025-10-29T09:25Z [---] followers, [---] engagements


"@StealthQE4 Everything not named Chili's is suffering $EAT"  
[X Link](https://x.com/stoic_alonso/status/1984687888445940128)  2025-11-01T18:24Z [---] followers, [---] engagements


"@JesseCohenInv Wingstop $WING remains as a restaurant winner and coincidentally is chicken-based too. Chili's is on a league on its own this 2025"  
[X Link](https://x.com/stoic_alonso/status/1985021538047795476)  2025-11-02T16:29Z [---] followers, [----] engagements


"@Value_econ The $JACK story included a majorly destructive acquisition so not really and apples to apples comp"  
[X Link](https://x.com/stoic_alonso/status/1985022173510095141)  2025-11-02T16:32Z [---] followers, [--] engagements


"@GiovannZibordi The trend is clear $CMG $WING $CAVA $SG"  
[X Link](https://x.com/stoic_alonso/status/1985023206374408571)  2025-11-02T16:36Z [---] followers, [---] engagements


"$DEO $DGE Diageo cuts FY guidance in Q1 😬 Not a great look for the new CEO. The weakness was driven by China and U.S. weak consumer demand. The fastest growing category of the last decade Tequila declined double-digit"  
[X Link](https://x.com/stoic_alonso/status/1986337423593488685)  2025-11-06T07:38Z [---] followers, [----] engagements


"Exceptional monthly $IDT NRS report 📟 Net terminal chg: +500 💰 SSS: 5.7% For the first time since January [----] the net terminal growth accelerates YoY📈 Great to see the investments in sales department start to pay off. NRS is on pace to exceed the guidance and projects to reach a +20% top line growth. https://twitter.com/i/web/status/1986799822418964857 https://twitter.com/i/web/status/1986799822418964857"  
[X Link](https://x.com/stoic_alonso/status/1986799822418964857)  2025-11-07T14:16Z [---] followers, [---] engagements


"$APR.WA Auto Partner reports 5.5% YoY growth in the month of October. $CAR.WA reported -1.1% YoY in Poland. 📅October [----] working days in Poland Germany and Czech Republic and Slovakia were flat YoY. 💶 EUR/PLN FX was 0.8% unfavorable YoY during the month of October & CZK/PLN was 2.8% favorable"  
[X Link](https://x.com/stoic_alonso/status/1987802651254284555)  2025-11-10T08:40Z [---] followers, [---] engagements


"I am a shareholder of $CXDO but my unpopular opinion is that it is not trading that cheap. - They are lagging the leading UCaaS players adding AI receptionist equivalents in their offering. Competitors have been offering those for a year. - UCaaS is a commodity business and their chances stealing big enterprise clients from competitors are very small. The ones they are acquiring are more limited in size. -I have them currently trading at a 15x owners earnings which is not that cheap for a microcap. Im here for the long run trust the management and believe there are plenty of years with"  
[X Link](https://x.com/stoic_alonso/status/1988165603622892001)  2025-11-11T08:43Z [---] followers, [---] engagements


"This could is very bullish for $IDT NY is where they have their strongest presence. A catalyst that could slow down their churn in NRS which is mainly driven by small businesses closing down their stores. Soon small businesses wont have to wait for Small Business Saturday to get attention from their Mayor. Some changes that they can look forward to: https://t.co/bREMZNcgFr Soon small businesses wont have to wait for Small Business Saturday to get attention from their Mayor. Some changes that they can look forward to: https://t.co/bREMZNcgFr"  
[X Link](https://x.com/stoic_alonso/status/1995709699199557767)  2025-12-02T04:20Z [---] followers, [---] engagements


"$IDT is on track to exceed the guidance for FY26 after a Q1 above expectations: 🚀NRSPay additions exceeded net terminal additions 🏆BOSS Money is in its own league when it comes to profitability in the Remittance industry ⚡IDT Global came out of nowhere to report DD growth"  
[X Link](https://x.com/stoic_alonso/status/1996805948535722227)  2025-12-05T04:56Z [---] followers, [----] engagements


"The melting ice cube theory is failing yet again $IDT"  
[X Link](https://x.com/stoic_alonso/status/1996945787029217310)  2025-12-05T14:12Z [---] followers, [---] engagements


"$APR.WA Auto Partner reports 2.8% YoY growth in the month of October. 📅October working days in Poland were flat YoY in Germany Czech Republic and Slovakia were down -4.8% -9.5% amd -5.0%. 💶 EUR/PLN FX was 0.9% unfavorable YoY during the month of October & CZK/PLN was 3.5% favorable"  
[X Link](https://x.com/stoic_alonso/status/1997063746687324336)  2025-12-05T22:01Z [---] followers, [---] engagements


"$IDT currently offers one of its best risk-adjusted entry points after: ⚙ Successfully growing NRS into a inflation-protected high-recurrence and high-margin cash generating machine. 🔒 Showing remarkable strength in BOSS Money prior to last quarter's one-off. 📈Setting Net2Phone up for another 5-year run of DD growth. 🛡 Keeping the cash generation of the Traditional segment stable even as the BOSS Revolution segment rapidly dilutes itself. The direct link to my Q1 FY26 update is in the bio. https://twitter.com/i/web/status/1997674787544461720"  
[X Link](https://x.com/stoic_alonso/status/1997674787544461720)  2025-12-07T14:29Z [---] followers, [----] engagements


"Great points David I was aware of the news you point out my comments are more focused on the structural shift in alcohol consumption. That said the Crown Royal shutdown is a result of the adverse impact of operating leverage too as the utilization had lowered below accretive level. $DEO $DGE"  
[X Link](https://x.com/stoic_alonso/status/1999028283174785353)  2025-12-11T08:07Z [---] followers, [--] engagements


"Great writeup. $JACK has been a very volatile stock and very out of the money option sales have made sense during this period (at least for me). That said the high risk profile is very hard to neglect after the unsuccessful Del Taco sale. Since then I've decided to take it outside of my investment universe"  
[X Link](https://x.com/stoic_alonso/status/2000647635670294617)  2025-12-15T19:22Z [---] followers, [---] engagements


"$SES $SES.MI Sesa is up strongly +8% after releasing the Q2 results. 🚀 The growth accelerated after the [--] VAS segments keep benefiting from the AI demand surge. 🔗Link to our updated opinion and the results summary in my bio. After over-weighing in January and in the April bottom in the low-60s Sesa is going to close as my biggest winner of the year"  
[X Link](https://x.com/stoic_alonso/status/2002031107164852311)  2025-12-19T14:59Z [---] followers, [----] engagements


"$APR.WA Auto Partner reports 17.7% YoY growth in the month of December: 📅December [----] working days in Poland Germany Slovakia and Czech Republic were +5% YoY. 💶EUR/PLN FX was 0.4% favorable YoY during the month of December & CZK/PLN was 4.4% favorable"  
[X Link](https://x.com/stoic_returns/status/2008293641496739997)  2026-01-05T21:44Z [---] followers, [---] engagements


"TFF Group $TFF $TFF.PA just published the H1 results. They were as weak as expected. 🥃The whisk(e)y segment: - Very weak demand - Lowest margins in history - Overcapacity and under utilization leading to layoffs affecting margins"  
[X Link](https://x.com/stoic_returns/status/2008975731704172985)  2026-01-07T18:55Z [---] followers, [----] engagements


"🍷The wine segment: - Weakest demand from Californian customers - Driven by tariff and adverse EUR/USD forex - Europe remained resilient with a good harvest 🔴Consolidated: - Weakest capacity-adjusted EBITDA - Margins were very strong considering the weak demand"  
[X Link](https://x.com/stoic_alonso/status/2008975735319601605)  2026-01-07T18:55Z [---] followers, [---] engagements


"💼Balance Sheet: - The company is hitting the valley in their cycle. - Indebtedness peaks (Net debt/EBITDA) - Net Debt stabilizes due to working capital adjustments"  
[X Link](https://x.com/stoic_alonso/status/2008975739182612726)  2026-01-07T18:55Z [---] followers, [---] engagements


"$TFF $TFF.PA Volatility is expected tomorrow after the H1 results release 📉Trading at 10-year lows. 🏰A dominant business with a 115-year history and a strong moat . ⚠ a moment of uncertainty in the beverage industry. 📄Free H1 analysis with the thesis in the bio TFF Group $TFF $TFF.PA just published the H1 results. They were as weak as expected. 🥃The whisk(e)y segment: - Very weak demand - Lowest margins in history - Overcapacity and under utilization leading to layoffs affecting margins. https://t.co/qe9lqzJrNw TFF Group $TFF $TFF.PA just published the H1 results. They were as weak as"  
[X Link](https://x.com/stoic_returns/status/2008998248837444004)  2026-01-07T20:24Z [---] followers, [----] engagements


"#InPost isnt just parcel delivery📦 $INPST gives every European retailer Amazon-like next-day delivery and customer experience ⚡ The takeover bid is a result of continued market misunderstanding.💰 Free write-up later today analyzing the consequences of the offer. 🧵"  
[X Link](https://x.com/stoic_returns/status/2010375256024748164)  2026-01-11T15:36Z [---] followers, [---] engagements


"Since 2020: 📈 Revenues CAGR: 42% Bottom-line CAGR: 28% EBITDA margins in Poland: 50% 💰🐮 Yet the stock is still -27% since IPO and trades around 7bn market cap. Despite aspiring to become the reference European company in the e-commerce ecosystem 🤔"  
[X Link](https://x.com/stoic_returns/status/2010375259677921769)  2026-01-11T15:36Z [---] followers, [--] engagements


"InPost is quietly building a consumer platform 📲 InPost Pay (checkout + address) 💳 Loyalty program (InCoins) 🪙 Best-in-class app features (incl. label-less shipping) ✉✅ Result: top-tier NPS and sticky customers"  
[X Link](https://x.com/stoic_returns/status/2010375270469886215)  2026-01-11T15:36Z [---] followers, [--] engagements


"Poland isnt the endgame Its the cash engine 🏦 funding Europe: UK France Italy Iberia Markets still 10x+ less mature than Poland 📍"  
[X Link](https://x.com/stoic_returns/status/2010375273339048425)  2026-01-11T15:36Z [---] followers, [--] engagements


"Yes Yodel is messy 🧯 Yes margins are depressed 😓 But the UK is: Biggest TAM 🧠 Fastest growth 📈 Locker utilization already catching up fast ⚡ Execution riskbut huge optionality"  
[X Link](https://x.com/stoic_returns/status/2010375276279283735)  2026-01-11T15:36Z [---] followers, [--] engagements


"#InPost $INPST isnt just a parcel delivery company 📦 Its trying to give every European retailer Amazon-like next-day delivery and customer service ⚡ Later today I will release a free investment thesis post- takeover bid 🧵👇"  
[X Link](https://x.com/stoic_returns/status/2012923855023616341)  2026-01-18T16:23Z [---] followers, [----] engagements


"#InPost $INPST Since 2020: 📈 Revenues CAGR: 42% Bottom-line CAGR: 28% EBITDA margins in Poland: 50% 💰 Yet the stock is still -27% since IPO and trades around 7bn market cap 🤔"  
[X Link](https://x.com/stoic_returns/status/2012923856919371860)  2026-01-18T16:23Z [---] followers, [---] engagements


"#InPost $INPST Investors have focused on the risks ⚠ Dependence on Allegro & Vinted (40% of parcels) Ongoing legal disputes ⚖ Delayed Yodel integration 🧩 Founder ambition (and a messy [------] history) 😬 But what if these headlines miss the real story"  
[X Link](https://x.com/stoic_returns/status/2012923858215387457)  2026-01-18T16:23Z [---] followers, [---] engagements


"#InPost $INPST built its network around lockers 🔒not vans 🚚 That single choice changes everything: Last mile = 2040% of delivery cost Lockers/OOH = 2030% cheaper per parcel ✅ Massive route density advantage 🗺 Less capital tied up in vehicles 🧱"  
[X Link](https://x.com/stoic_returns/status/2012923860581019801)  2026-01-18T16:23Z [---] followers, [---] engagements


"#InPost $INPST is quietly building a consumer platform 📲 InPost Pay (checkout + address) 💳 Loyalty program (InCoins) 🪙 Best-in-class app features (incl. label-less shipping) ✉✅ Result: top-tier NPS and sticky customers"  
[X Link](https://x.com/stoic_returns/status/2012923862028087755)  2026-01-18T16:23Z [---] followers, [---] engagements


"Poland isnt the endgame Its the cash engine 🏦 funding Europe: UK France Italy Iberia Markets still 10x+ less mature than Poland 📍 #InPost $INPST"  
[X Link](https://x.com/stoic_returns/status/2012923863772897583)  2026-01-18T16:23Z [---] followers, [---] engagements


"Yes Yodel is messy 🧯 Yes margins are depressed 😓 But the UK is: Biggest TAM 🧠 Fastest growth 📈 Locker utilization already catching up fast ⚡ Execution riskbut huge optionality. #InPost $INPST"  
[X Link](https://x.com/stoic_returns/status/2012923866281042148)  2026-01-18T16:23Z [---] followers, [---] engagements


"14 days ago: a #InPost $INPST takeover offer surfaced 📰👀 Whos behind it Why now And is there still risk-adjusted upside after a 40% move 📊"  
[X Link](https://x.com/stoic_returns/status/2012923867937784266)  2026-01-18T16:23Z [---] followers, [---] engagements


"Some of the best accounts that cover #Inpost $INPST @jakubhajost @TheDealMakerGuy @ReneSellmann @Stockfins @stonkmetal @wolfofharcourt"  
[X Link](https://x.com/stoic_returns/status/2012973463678456111)  2026-01-18T19:40Z [---] followers, [---] engagements


"#Inpost $INPST The updated investment thesis of one of my portfolio holdings (link in bio). 🔒 Why competitors cant copy the locker-based model 🚀Whether Poland is the peak or just the proof of concept for Europe 📲How InPost is quietly becoming more than a carrier 🧩What to make of the recent takeover offer after a 40% rally #InPost $INPST isnt just a parcel delivery company 📦 Its trying to give every European retailer Amazon-like next-day delivery and customer service ⚡ Later today I will release a free investment thesis post- takeover bid 🧵👇 https://t.co/ATbML37GsH #InPost $INPST isnt"  
[X Link](https://x.com/stoic_returns/status/2012967303038533930)  2026-01-18T19:16Z [---] followers, [----] engagements


"Inexplicable intraday increase for $MTY $MTY.TO. The sale of the entire MTY Food business or one of the brands might be imminent"  
[X Link](https://x.com/stoic_returns/status/2014419946697109840)  2026-01-22T19:28Z [---] followers, [----] engagements


"$DGE $RI $RI.PA $RCO $RCO.PA $BF.B $CPR While many are buying the dip the bad news do not cease for spirit makers. Today Pernod announced a major restructuring and a new round of layoffs rolling out in Q4 [----]. $RI is grouping brands into two divisionsGold (e.g. Martell Jameson) and Crystal (e.g. Absolut Havana Club)to streamline ops. We wrote about where we are at in the cycle of the beverage industry. Understanding these concepts is key to be able to time your entry in these companies. https://moram.eu/guide-to-the-beverage-industry/ https://twitter.com/i/web/status/1935421120850850169"  
[X Link](https://x.com/stoic_returns/status/1935421120850850169)  2025-06-18T19:35Z [---] followers, [---] engagements


"$VID vs $VRLA - EBITDA Margin Evolution Yes different geographies hedging and market positioning justify some of the numbers. But most of the difference is driven by how one company timely adapted resources to the new demand environment and the other one failed to do so"  
[X Link](https://x.com/stoic_returns/status/1950260791485083872)  2025-07-29T18:23Z [---] followers, [---] engagements


"$APR.WA $CAR.WA From the $MEKO Capital Markets Day: Auto Partner remains the European growth champion in car aftermarket and keeps outperforming the peers despite the recent slowdown"  
[X Link](https://x.com/stoic_returns/status/1966241332399329377)  2025-09-11T20:43Z [---] followers, [----] engagements


"Puig Group $PUIG is one of the best Euro mid-cap opportunities I see within my investing universe. I opened a small position this week. This one's not for the investors who don't like to catch a falling knife. But in my book the opportunity is becoming absurd. 🧵"  
[X Link](https://x.com/stoic_returns/status/1969810891370627348)  2025-09-21T17:08Z [---] followers, [----] engagements


"Puig has industry leading gross margins (75%) ahead of companies that the market perceives as high-quality and rewards with generous multiples (often over 30x earnings) like LOreal $OR and Estee Lauder $EL $PUIG trades at 12x NTM Adjusted Earnings"  
[X Link](https://x.com/stoic_returns/status/1969810895179260060)  2025-09-21T17:08Z [---] followers, [---] engagements


"Unlike the rest of the giants $OR $EL the brands of $Puig have not reached maturity and they still have substantial runway for growth. The company is heavily investing in international expansion and branching its brands out into new categories"  
[X Link](https://x.com/stoic_returns/status/1969810899767837084)  2025-09-21T17:08Z [---] followers, [---] engagements


"Due to the heavy ownership of intangible assets of $PUIG the investment in growth is not obvious for a traditional value investor. I do not only believe that the market is undervaluing Puig Group but it is also underestimating its current true earnings"  
[X Link](https://x.com/stoic_returns/status/1969810902967824432)  2025-09-21T17:08Z [---] followers, [---] engagements


"$PUIG This ambitious growth strategy is led under the disciplined supervision of the third generation of the founding Puig family. The family owns 74% of the shares and Marc Puig a grandson of the founder has been the CEO since 2004"  
[X Link](https://x.com/stoic_returns/status/1969810907107647710)  2025-09-21T17:08Z [---] followers, [---] engagements


"@JomaSilva88 @pepiteseurope @Quartr_App @Nabulio91 @LocosWallStreet @ReneSellmann @KristinBentz @Carlos_MoraM @IngJuanPa7 @Varorevilla @DineroCOP The sector is. But Puig is holding up strong. $PUIG LfL sales are still growing thanks to the strength of their brands but also their underexposure to Asia"  
[X Link](https://x.com/stoic_returns/status/1971258881528693010)  2025-09-25T17:01Z [---] followers, [---] engagements


"$PUIG Puig's LfL growth has shown greater strength than its peers in the last [--] quarters. This is a combination of: - Brand strength - Lack of geographic exposure to Asia - Right category mix for long-term beauty category outperformance $OR $IPAR $ELF $EL $COTY $LVMH"  
[X Link](https://x.com/stoic_returns/status/1971276636642476482)  2025-09-25T18:12Z [---] followers, [----] engagements


"Despite owning the leading premium makeup brand in the UK and the US $PUIG has a negligible global market share in the makeup category (is not even in the top 10). If Charlotte Tilbury successfully expands internationally Puig Brands could become a beauty giant"  
[X Link](https://x.com/stoic_returns/status/1972343041940656138)  2025-09-28T16:50Z [---] followers, [----] engagements


"Q3 [----] Earnings season in the Restaurant industry is expected to be a continuation of what have been seeing in [----]. Marginal improvements could happen but overall the red should continue to dominate in our heatmap. $DPZ $TXRH $SG $SHAK $PTLO $PZZA $WING $JACK $CMG $CAKE $MTY.TO $EAT $GTIM $CAVA $MCD $SBUX https://twitter.com/i/web/status/1977432326545260793 https://twitter.com/i/web/status/1977432326545260793"  
[X Link](https://x.com/stoic_returns/status/1977432326545260793)  2025-10-12T17:53Z [---] followers, [----] engagements


"The LVMH $MC Perfumes & Cosmetics division saw revenue growth acceleration in Q3 despite the continued weak China consumer environment. Excited to see what $PUIG reports at the end of this month and if the JP Morgan report TP still holds true after the release"  
[X Link](https://x.com/stoic_returns/status/1978474182293041440)  2025-10-15T14:52Z [---] followers, [---] engagements


"Europe has a pretty hostile environment for industrial companies to do business. $OI decided yesterday to close a plant in France after [--] months of non-stop protests post-restructuring announcement. $VRLA $VID $VID.MC"  
[X Link](https://x.com/stoic_returns/status/1979163735966073252)  2025-10-17T12:33Z [---] followers, [---] engagements


"$PUIG Competitors $OR and $IPAR published results today. Showing a clear regional divergence between Interparfums U.S. and European businesses: - Europe remained strong with +5% Q3 sales growth - U.S. fell 6% YoY - L'Oreal showed greatest resilience in the Skincare segment"  
[X Link](https://x.com/stoic_returns/status/1980673649788006597)  2025-10-21T16:32Z [---] followers, [----] engagements


"💄 Industry leading performance for Puig Brands $PUIG 🚀Overall LFL: +6.1% Fragrance: +2.8% Makeup: +18.8% Skincare: +10.5% The Asian expansion +35.8% LfL and of the brands Charlotte Tilbury Uriage and Byredo remain the foundation of the growth. 💄 $PUIG Brands Initial Equity Research  A reference in the beauty industry with a vertically integrated model spanning nearly the entire value chain Industry-leading gross margins (75%) and a strong presence in prestige beauty. Brands still far from maturity https://t.co/aq64zssRKZ 💄 $PUIG Brands Initial Equity Research  A reference in the beauty"  
[X Link](https://x.com/stoic_returns/status/1983942276133842985)  2025-10-30T17:01Z [---] followers, [----] engagements


"$DEO $DGE Diageo having a taste of how difficult is to do business in Europe: The adverse impact of the operating leverage due to the decreased demand is getting magnified by the extraordinary manufacturing cost coming from strikes and increased pay demands"  
[X Link](https://x.com/stoic_returns/status/1998466105384243538)  2025-12-09T18:53Z [---] followers, [----] engagements


"Nice timing for the $VID $VID.MC Chile M&A announcement BREAKING: Chile just elected Jos Kast as president. They join a growing list of Latin governments led by the right. Argentina: Javier Milei (2023) Paraguay: Santiago Pea (2023) El Salvador: Nayib Bukele (2024) Ecuador: Daniel Noboa (2025) Bolivia: Rodrigo BREAKING: Chile just elected Jos Kast as president. They join a growing list of Latin governments led by the right. Argentina: Javier Milei (2023) Paraguay: Santiago Pea (2023) El Salvador: Nayib Bukele (2024) Ecuador: Daniel Noboa (2025) Bolivia: Rodrigo"  
[X Link](https://x.com/stoic_returns/status/2000522903238951136)  2025-12-15T11:06Z [---] followers, [---] engagements


"The market offering $DEO $DGE $RI $BF.B at PER [--] means their long-term growth is under question. Their executives remain in denial this is what Diageo's interim CEO Nik Jhangiani had to say in September about the new market trends"  
[X Link](https://x.com/stoic_returns/status/1975551808950202670)  2025-10-07T13:20Z [---] followers, [----] engagements


"Congratulations to the $OI shareholders. Owens-Illinois got taken away [--] manufacturing plants in Venezuela in [----] that is now likely to recover. The impairment was of over 300m usd which would give an upside of +15% to the stock"  
[X Link](https://x.com/stoic_returns/status/2007395611461726393)  2026-01-03T10:16Z [---] followers, [---] engagements


"@unusual_whales Owens-Illinois $OI got taken away [--] manufacturing plants in Venezuela in [----] that is now likely to recover. The impairment was of over 300m usd which would give an upside of +15% to the stock"  
[X Link](https://x.com/stoic_returns/status/2007587042885353693)  2026-01-03T22:57Z [---] followers, [----] engagements


"Solid $IDT results today with some big announcements: 1) BOSS Money and WhatsApp partnership: Incredibly powerful to partner with the most used communication channel by immigrants. 💬🤝🌍 🧵"  
[X Link](https://x.com/stoic_returns/status/1972841892149940338)  2025-09-30T01:52Z [---] followers, [----] engagements


"2) The failed $IMXI acquisition and its consequences: IDT will focus on organic growth by increasing the customer acquisition budget for BOSS Money and Net2Phone.❌➡📈 3) $IDT BOSS Money started disclosing digital sales: Showcasing the before-mentioned 80% share and casting out tax fears. ✨ https://twitter.com/i/web/status/1972841894943047996 https://twitter.com/i/web/status/1972841894943047996"  
[X Link](https://x.com/stoic_returns/status/1972841894943047996)  2025-09-30T01:52Z [---] followers, [---] engagements


"It feels like the money remittance industry is subject to constant "transitory" tailwinds that the market does not take seriously and keeps awarding its players with low multiples $WU $RELY $IMXI $EEFT $IDT"  
[X Link](https://x.com/stoic_returns/status/1974870194477465823)  2025-10-05T16:12Z [---] followers, [----] engagements


"Davide Campari $CPR $CPR.MI is the only alcoholic beverage company that does not live in denial and respects their shareholders enough to tell them the truth: The consumer behavior changes are structural. From the Investors Day this month: $DGE $DEO $RI $RCO $BUD $STZ $TAP $BF.B"  
[X Link](https://x.com/stoic_returns/status/1995206322346967201)  2025-11-30T19:00Z [---] followers, [---] engagements


"@MSVCap They would control +50% of the world's largest on premise money remittance corridor in the world (USA - MX) $IMXI $WU"  
[X Link](https://x.com/stoic_returns/status/1996426202610110464)  2025-12-04T03:47Z [---] followers, [--] engagements


"Campari $CPR.MI is more than aperitifs. Espolon Tequila was again in [----] the fastest growing brand in the fastest growing spirits category among public players. Outpacing the Diageo $DEO and Pernod $RI $RI.PA brands. (2024 Info from private players is not available yet)"  
[X Link](https://x.com/stoic_returns/status/1897477047573717106)  2025-03-06T02:39Z [---] followers, [---] engagements


"Espolon $CPR.MI benefited from the ongoing down-trading consumer trend and was capable to grow 14% despite the very soft demand. Espolon is going to triple its production capacity by the end of [----] and has not internationally expanded yet. It represents 9% of the $CPR.MI Sales"  
[X Link](https://x.com/stoic_returns/status/1897477049960317332)  2025-03-06T02:39Z [---] followers, [---] engagements


"The spirit players continue restructuring their businesses in view of the weaker long-term outlook: $DEO $DGO $CPR $CPR.MI $RI $RI.PA $RCO $BF.B Campari sells Cinzano & Frattina brands to Caffo Group for 100M as part of portfolio streamlining. - The deal includes vermouth grappa & sparkling wines. - Cinzano & Frattina made up 2% of [----] sales (75M). - Focus shifts to core spirits & debt reduction. Despite being a lower margin product for $CPR the sale price seems to be low. Representative on the current spirits market sentiment. https://twitter.com/i/web/status/1938265213414850791"  
[X Link](https://x.com/stoic_returns/status/1938265213414850791)  2025-06-26T15:56Z [---] followers, [----] engagements


"With this $CPR $CPR.MI sells one third of the iconic Negroni formula"  
[X Link](https://x.com/stoic_returns/status/1938277456055615990)  2025-06-26T16:45Z [---] followers, [---] engagements


"Campari ($CPR $CPR.MI) tiene en Aperol un producto de alcohol suave que est desplazando a la cerveza. Con baja penetracin fuera de Europa y su penetracin aumentando adems est desarrollando orgnicamente su red de distribucin. Es la opcin de mayor calidad a largo plazo. Tienen el nico equipo directivo que realmente mira al largo plazo. $VID $VID.MC Vidrala y $TFF.PA $TFF TFF son otras oportunidades interesantes entre los proveedores. El resto estn endeudas y con problemas estructurales que resolver. El ahogo de la deuda no les esta dejando invertir en salir del hoyo."  
[X Link](https://x.com/stoic_returns/status/1986802209716060260)  2025-11-07T14:25Z [---] followers, [---] engagements


"Campari seems to be the only spirits company that does not live in denial. Coincidentally they are the best managed by far. $CPR $CPR.MI Its flagship Aperol aperitif which accounts for roughly 26% of sales keeps winning share from the premium beer segment. Released statement: Campari flagged some structural challenges potentially affecting sales including the growing use of GLP-1 diabetes drugs which can reduce alcohol intake increased consumption of cannabis products and a trend toward moderation in drinking. $BUD $DGE $DEO $RI $RCO $STZ https://twitter.com/i/web/status/1987592776846868923"  
[X Link](https://x.com/stoic_returns/status/1987592776846868923)  2025-11-09T18:47Z [---] followers, [---] engagements


"Things coming full circle @Carlos_MoraM $NWL $CPR $CPR.MI $NWL.MI "We have a good opportunity now to evaluate Campari's potential dismissals" Chairman Angelo Mastrolia told analysts during the conference call"  
[X Link](https://x.com/stoic_returns/status/1988245105883435195)  2025-11-11T13:59Z [---] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing