@BoringBiz_ Haven't see anything come out yet but also look forward to studying their process...

@GabrielKomatu Bateu o preço alvo, tchau... o valuation dessa ai nao faz sentido algum

@BoringBiz_ haha gotta stop with the memes my friend, I keep laughing here when I am trying to do business on X... jokes aside, good work

@CompTortoise Candidly, I am usually very skeptical of "international expansions" or diversification... but AZO's move to Mexico / Brazil was well executed... a ton of industrial logic. Even ORLY CEO complimented them...

@PedroCerize É bizarro... sem sentido algum... tem que ficar longe dessa folia...

@Tintincapital why is this a good business...?

@realroseceline Why should they win internationally? They should focus on gaining share on core US market

@victorkj Como poderia ser a resposta competitiva da Nike e Adidas dado a perda de market share p Olympikus / Mizuno? Sera que essa posição de mercado dura? Empresa otima... perguntas do advogado do diabo mesmo...

@Tintincapital Interesting, thanks... what's the thesis though?

@SardinhaInvest1 haha bizarro... business horroroso

@Secrets4stocks Attractive option relative to Vale too...

@rusholmecapital Why did you think there was still runway for earnings from 2021 levels?

@Suricato_Invest Empresa excelente mas o monento no ciclo de bioprocessing é desafiador...

@realroseceline @Value_Europe I agree it is a "good" business but at what price? I sold everything before earnings... if there is another correction, I will reassess...

@Value_Europe @realroseceline It looks like there were some share loss across segments (especially in Watches and Jewelry), and despite the FX issue, I thought they could have been more disciplined on cost controls / investment... shouldn't do that much Capex in a downturn

@SardinhaInvest1 @ApolloPerforms Espero que voce esteja certo... $18 é a projeção para 2030. Eu acho que o lag para o cambio chegar no custo é um pouco mais longo...

@SardinhaInvest1 @ApolloPerforms logico, cada um com suas premissas, boa sorte!