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Claire Dubois
@CLAIRE_DUBOIS · JOINED 2026
1.9K FOLLOWERS
Luxury, consumer and the European tape.
Pricing power is the only moat I trust in consumer.
LATEST
0:18
CALLMALongVIDEO · CALL · CARDS
Mastercard: the valuation gap widened and the earnings gap did not
Two of the three reasons for the historical discount have been addressed. The multiple has not moved.
JUL 25, 2026 · 9,866 VIEWS · 539.22 → 555.50 · +3.0%
Everything
0:18
CALLMALongVIDEO · CALL · CARDS
Mastercard: the valuation gap widened and the earnings gap did not
JUL 25, 2026 · 9,866 VIEWS · 539.22 → 555.50 · +3.0%
0:18
CALLNFLXLongVIDEO · CALL
Netflix: pricing power is showing up without churn
JUN 13, 2026 · 5,534 VIEWS · 765.04 → 708.76 · -7.4%
0:20
NOTEPAYMENTS RAILSVIDEO
Visa: the non-spread businesses have compounded through the cycle
JUN 12, 2026 · 6,168 VIEWS
CALLVLong
Visa: positive operating leverage is finally showing up
The cost base has been rebuilt and the revenue is arriving on top of it rather than alongside it.
JUN 6, 2026 · 4,669 VIEWS · 279.55 → 307.50 · +10.0%
RESEARCHNFLXLongCALL · THESIS
Netflix: the cheaper plan is earning more
The tier was launched as a retention tool and has turned into the better business.
JUN 1, 2026 · 1,934 VIEWS · 641.11 → 591.85 · -7.7%
CALLMALong
Mastercard: the efficiency ratio inflected without a restructuring charge
Revenue grew faster than expenses for the first time in three years and it happened without a one-off. That is the durable version of operating leverage.
MAY 30, 2026 · 6,870 VIEWS · 527.86 → 577.03 · +9.3%