@Bia42175 Avatar @Bia42175 Beatriz

Beatriz posts on X about $se, $meli, $adyen, $rbrk the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 62% technology brands 23% finance 18% social networks 6% cryptocurrencies 3% gaming 2% countries 1%

Social topic influence $se #22, $meli 13%, $adyen 11%, $rbrk #27, $nu 8%, $veev #3, $nflx #362, ai 7%, $fico #11, growth 6%

Top accounts mentioned or mentioned by @qualityinvest5 @wolfofharcourt @capexandchill @bobspaysubstack @yehoshzl @realroseceline @manuinvests @alexand92792198 @gabgrowth @tonanddk @fluentinquality @tinytitanscap @smsutherland @wealthmatica @sixsigmacapital @throwabull @thezackzhu @qualtrim @jakubhajost @gainifyio

Top assets mentioned Sea Limited (SE) MercadoLibre Inc (MELI) Rubrik, Inc. (RBRK) NuCypher (NU) Veeva Systems, Inc. (VEEV) Netflix Inc (NFLX) Fair Isaac, Corp. (FICO) Amazon.com, Inc. (AMZN) Shopify Inc (SHOP) Reddit, Inc. (RDDT) IDEXX Laboratories, Inc. (IDXX) Evotec SE (EVO) Microsoft Corp. (MSFT) 4 (FOUR) Advanced Micro Devices (AMD) Kinsale Capital Group, Inc. (KNSL) DLocal Limited (DLO) Duolingo, Inc. (DUOL) Now Coin (NOW) Salesforce Inc (CRM) Metadium (META) Fortinet Inc (FTNT) Mastercard, Inc. (MA) AppLovin Corporation (APP) Adobe, Inc. (ADBE) S&P Global Inc (SPGI) Moody's Corporation (MCO) Palo Alto Networks Inc (PANW) Zscaler Inc (ZS) Crowdstrike Holdings Inc (CRWD) Newmont Corporation (NEM) Celsius Holdings, Inc. Common Stock (CELH) TransMedics Group, Inc. Common Stock (TMDX) Novo-Nordisk (NVO) Alphabet Inc Class A (GOOGL) Zoetis Inc (ZTS) Figma, Inc. (FIG)

Top Social Posts

Top posts by engagements in the last [--] hours

"@realroseceline @wealthmatica Interesting. Rose do you have opinion on $APP Or you don't follow it I'm currently studying it and they have very interesting technology and positioning"
X Link 2026-02-15T17:01Z [---] followers, [--] engagements

"@GabGrowth I've been buying some $SE $RBRK $FICO and started position in $MSFT. Being a bit greedy on $AMZN as I have low average price. $MELI is my biggest position being a bit greedy too [----] would be amazing"
X Link 2026-02-15T18:58Z [---] followers, [---] engagements

"$ADYEN's chart is crazy 😯. However I believe it will see ATH in the next [--] years"
X Link 2025-11-29T12:49Z [---] followers, [---] engagements

"If I had to choose [--] companies for the next [--] years from my portfolio it would be: $MELI $AMZN $NU $ADYEN and $SE Buying more of these on deep corrections is my focus. Companies I don't own but fit my criteria: $SHOP and $MSFT"
X Link 2025-12-14T11:36Z [---] followers, [----] engagements

"@SixSigmaCapital $RBRK $VEEV"
X Link 2026-01-22T22:50Z [---] followers, [---] engagements

"@TonandDK Yes my point is exactly that one. Unlike in [----] now $SE is accelerating revenue while share price is declining"
X Link 2026-02-02T09:23Z [---] followers, [---] engagements

"@GabGrowth Well written Gab. You're one of the most reliable sources of info when it comes to $SE. I like the risk/reward that is why I've been adding. I'm European but I have family and friends buying from Tiktok and Facebook from influencer lives and the trend is growing a lot here"
X Link 2026-02-07T16:01Z [---] followers, [---] engagements

"@QualityInvest5 @throwabull I still prefer $SHOP to those Aria. I agree $ADBE and $NOW appear more undervalued but I made a mistake in the past where on big drawdowns I preferred the cheaper business to the better business. $SHOP has been on my watchlist for long time and I think I will start a position"
X Link 2026-02-07T16:18Z [---] followers, [---] engagements

"@FluentInQuality I don't agree with "stellar earnings". First revenue growth is decelarating. If you strip out interest income revenue "only" grew 15%. The market now believes 20% growth is the ceilling and not the floor which warants a lower multiple"
X Link 2026-02-13T12:35Z [---] followers, [--] engagements

"@QualityInvest5 Most of $VEEV software is critical for life sciences workflows like clinical trials quality control.you cannot replace that over night"
X Link 2026-02-14T15:21Z [---] followers, [---] engagements

"$VEEV and $RBRK. Not the cheapest names in software but the ones I like the best"
X Link 2026-01-24T21:07Z [---] followers, [---] engagements

"Been buying $SE $RBRK and a bit of $FICO $NFLX and $ADYEN. Market can go a lot lower but fortunate to have more fire power on the side. Stock that I don't own and would like to at fair price: $SHOP. See some good prices on software such as $NOW but I think I will be out"
X Link 2026-01-31T10:18Z [---] followers, [---] engagements

"I never look solely at forward PE or any other forward metric. I always care about revenue growth and prefer to buy accelerating top line at lower multiple even if that means leaving gains on the table while I wait for revenue to accelerate before buying. $NFLX $SE"
X Link 2026-02-01T12:07Z [---] followers, [----] engagements

"Another example $FICO. Now revenue is accelerating (guide for 18%) and multiple is contracting. This is the ideal situation for me. Fingers crossed I can buy more $FICO under [--] forward PE while revenue is accelerating"
X Link 2026-02-01T12:10Z [---] followers, [----] engagements

"Trickier situation. $FOUR looks very cheap but revenue is also decelerating quite a bit. Although I believe $FOUR revenue growth will stabilize this makes it a riskier investment"
X Link 2026-02-01T12:14Z [---] followers, [---] engagements

"I'm a SWE I could easily code the tool I use to fill my taxes but I don't care. I pay [--] every year to use an online software that does for me. It works well so I don't bother. What I do care is to automate/solve problems things that are unsolved or don't work well"
X Link 2026-02-08T21:38Z [---] followers, [---] engagements

"Now imagine companies that use critical software for their businesses software that works well software that represents a small fraction of their overall costs. Will they bother to change"
X Link 2026-02-08T21:40Z [---] followers, [--] engagements

"They need to have a very strong reason to. And cost is not enough reason imo. It's all about value always. $VEEV software is more expensive than competitors so why most customers still choose it"
X Link 2026-02-08T21:43Z [---] followers, [---] engagements

"If you accelerare the production of value with AI you're good to go. If you're just gonna copy what already exists don't bother"
X Link 2026-02-08T21:44Z [---] followers, [--] engagements

"@QualityInvest5 $VEEV and cyber security companies"
X Link 2026-02-14T15:15Z [---] followers, [----] engagements

"@QualityInvest5 Ahaha no but I see why you ask that. $CRM is horizontal software $VEEV is vertical software for life sciences. Some years ago Veeva ran its Vault platform on top of CRM but now they stopped using CRM and built their own. That's like 20% of revenue"
X Link 2026-02-14T15:20Z [---] followers, [---] engagements

"@wolfofharcourt Yes forget vibe coding I wouldn't bother coding CRM. But I give you an example. A lot of businesses integrate with Salesforce via API-Based Integration. Migrating such codebase and integrations would be a pain and take a lot of effort so companies wouldn't bother changing"
X Link 2026-02-15T21:41Z [---] followers, [--] engagements

"@wolfofharcourt You may still not change but next time Salesforce comes at you with price increases.you may say no"
X Link 2026-02-15T21:42Z [---] followers, [--] engagements

"@bobspaysubstack @yehoshzl I like Adyen own their stock and really admire their product as an engineer. However I did not like the latest earnings report. Maybe I'm being pessimist hope I'm totally wrong but here's my take"
X Link 2026-02-15T22:13Z [---] followers, [--] engagements

"@bobspaysubstack @yehoshzl [--]. I'm starting to get a sense that 20% revenue growth is the ceilling and not the floor. And I think they got ahead of themselves in November with "mid 20%". Always prefer underpromise and overdeliver"
X Link 2026-02-15T22:17Z [---] followers, [--] engagements

"@bobspaysubstack @yehoshzl [--]. I think they don't know what to do with the cash pile. At investor day they mentioned accquisitions for the first time. In the earnings call Ethan's answer about buybacks was confusing. This tells me they are unsure what to do with the cash sounds like there is no plan"
X Link 2026-02-15T22:19Z [---] followers, [--] engagements

"@ManuInvests I agree but if you have the data but you don't leverage it to improve your model you have nothing. What I mean is that having the data by itself is not enough. $SPGI $MCO $FICO need to catch up with technology. I'm sure they will they are the best positioned for it"
X Link 2026-02-14T15:27Z [---] followers, [---] engagements

"@wolfofharcourt Also reducing switching costs. If I integrated my software/workflows with tools from Salesforce etc. before it was more painful to migrate away. Now with AI migrations get a lot easier and faster"
X Link 2026-02-15T21:30Z [---] followers, [---] engagements

"@bobspaysubstack @yehoshzl [--]. Adyen has no choice but to hire especially in the US if they want to compete with Stripe. And hiring in the US is expensive especially if you want the best talent. But so far I think they are not being able to compete at the same level as Stripe in the US"
X Link 2026-02-15T22:21Z [---] followers, [--] engagements

"@the_zack_zhu I own both and I appreciate your posts. It makes me know more about the companies I own especially the bear case. I don't want to hear the bull case all the time. If well fundamented I welcome any readings talking about $MELI's weaknesses"
X Link 2025-11-23T11:10Z [---] followers, [---] engagements

"Interesting how $INPSTs share price mirrors its operating margin. Market seems skeptical that expansion efforts will be accretive while maintaining the cash cow in Poland. I believe they ultimately pay off and the share price will follow. Still keeping a close 👀 on margins"
X Link 2025-11-23T20:49Z [---] followers, [---] engagements

"@Alexand92792198 Yeah management said margins should rebound to pre-Yodel accquisition in [----]. Let's see"
X Link 2025-11-23T21:34Z [---] followers, [--] engagements

"@qualtrim I wish he bought $MELI but I guess it's $META"
X Link 2025-11-24T12:25Z [---] followers, [---] engagements

"@jakubhajost Yeah the numbers are noisy on surface. But looks quite good actually"
X Link 2025-11-26T22:29Z [---] followers, [--] engagements

"Cybersecurity will benefit massively from AI it will be crazy. $PANW $RBRK $FTNT $ZS $CRWD"
X Link 2025-11-27T11:59Z [---] followers, [---] engagements

"@Alexand92792198 Great ones too $NEM is actually quite interesting"
X Link 2025-11-27T12:15Z [---] followers, [--] engagements

"I just prefer companies that grow organically and as a software engineer I admire Adyen's work"
X Link 2025-11-27T12:18Z [---] followers, [---] engagements

"Guess the company 👀"
X Link 2025-11-27T19:50Z [---] followers, [----] engagements

"I would argue it was easier to buy $AMD last April than in [----]. Both those times the forward PE was around the same. However in [----] AMD was out of a boom cycle and EPS was decreasing. In April [----] it was the opposite - EPS was increasing and revenue was accelerating"
X Link 2025-11-27T20:05Z [---] followers, [---] engagements

"@TinyTitansCap I was reading about them yesterday night. So they are more focused in the Validation vertical. Veeva has a module for that inside Vault but Veeva is more complex (and expensive) so companies just looking for something very specialized may prefer a more niche solution"
X Link 2025-11-28T08:05Z [---] followers, [--] engagements

"Investing since [----]. In my 20's goal is to invest mostly in companies with durable growth. $FOUR and $CELH are exceptions that I only make if risk vs reward is 👌 2024: $MELI $NU $AMZN $ADYEN $INPST $KNSL April 2025: $AMD $IDXX $RDDT $DLO $DUOL Recent: $FICO $TMDX $RBRK $SE"
X Link 2025-11-29T20:23Z [---] followers, [----] engagements

"Also own options of a tech company that I work for. Biggest mistakes so far: selling my Google shares held since 2023; Not buying $SHOP in April 2025; Investing in companies where I did not trust management nor understood the indrustry (pharma): $ZTS and $NVO"
X Link 2025-11-29T20:26Z [---] followers, [---] engagements

"More: waiting too long on $EVO (although I still like the company and will follow) but opportunity cost kills. Trying to diversify too much: I held $ASML and $AMD but I had much more conviction in AMD so I should have just put the money there"
X Link 2025-11-29T20:29Z [---] followers, [---] engagements

"@smsutherland This is not percent invested but I understand what you mean. $FOUR is a good company but I don't see myself holding it for 2+ years because I prefer companies that grow organically. However I bought it because: [--]. Trust management [--]. Risk vs reward is very attractive imo"
X Link 2025-11-29T21:10Z [---] followers, [---] engagements

"@realroseceline So it would be interesting to see how much of Dlocal's growth will come from existing customers vs new ones that want to enter on EM"
X Link 2025-11-29T21:31Z [---] followers, [---] engagements

"One thing I appreciate about $DUOL earnings calls is that they don't do long intros where the CEO and CFO basically say stuff that everyone can read on the report/prepared remarks. They go straight to questions. $RBRK's earnings call was [--] min of intro and [--] min of questions"
X Link 2025-12-05T17:43Z [---] followers, [---] engagements

"Companies like $DLO $RDDT and $RBRK can give me great reward if the thesis plays out fairly. However I keep thinking that $MELI and $SE offer the best risk-adjusted returns"
X Link 2025-12-06T18:41Z [---] followers, [---] engagements

"$SE selling off for no aparent reason.I like it 👌"
X Link 2025-12-08T16:26Z [---] followers, [---] engagements

"@CapexAndChill Agree. Keep an eye on it but need a bigger drop to justify buying it when I have $SE and $MELI selling off hard"
X Link 2025-12-10T22:18Z [---] followers, [---] engagements

"@CapexAndChill Do you think $NU may want to expand to Europe in the future Revolut has huge success here incumbent banks are afraid of it. I use it everyday the only thing that is missing it's offering house loans"
X Link 2025-12-12T10:06Z [---] followers, [---] engagements

"$FIG is interesting. Know a lot of designers that talk wonders about it. Seems to be well managed too. But [--] forward EV/Sales is still expensive for me (unless estimates are widely off). $RBRK and $RDDT are growing similarly and I bought them at much lower valuation than that"
X Link 2025-12-12T12:58Z [---] followers, [---] engagements

"@gainify_io 20s"
X Link 2025-12-12T13:01Z [---] followers, [---] engagements

"@CapexAndChill Thanks You post amazing content on $MELI and $NU 💪"
X Link 2025-12-14T21:28Z [---] followers, [---] engagements

"@Venu_7_ $MELI $NU and $SE"
X Link 2025-12-25T21:53Z [---] followers, [---] engagements

"@Fred_Abyss What are your thoughts on the rise of mobile phone gaming And Netflix's investments in it People spend a lot of time on their phones and hardware is increasingly more capable. I know Nintendo has a unique IP but should take into consideration the rise of mobile gaming"
X Link 2025-12-26T17:06Z [---] followers, [--] engagements

"@CapexAndChill "The biggest position should not be the one with highest upside but with the lowest downside""
X Link 2025-12-26T21:32Z [---] followers, [---] engagements

"I think $SE will reach new ATH in less than 3Y. Even if it does it in 5Y it's still a double"
X Link 2025-12-27T10:37Z [---] followers, [---] engagements

"@karthikponna19 VSCode Github/Gitlab DBeaver/Mongo Compass Brave/Chrome Jira Iterm2"
X Link 2025-12-27T19:05Z [---] followers, [--] engagements

"How do you see the impact of agentic commerce on marketplaces like $AMZN and $MELI The APIs are the same but I see more and more User Interfaces being bypassed. You can speak to an AI ask it to compare products show you the reviews and buy directly from there"
X Link 2025-12-27T21:53Z [---] followers, [---] engagements

"You will still use $AMZN APIs to buy obviously but not through the UI. What happens to Ads Also since AI can easily compare prices some person used to go to Amazon app may not go because the AI found better price somewhere else"
X Link 2025-12-27T21:56Z [---] followers, [---] engagements

"I'm lazy and I don't like to install multiple apps to buy stuff or create accounts in different places. What if I could buy from anywhere simply by talking to an AI tell it my address card details for payment and that's it"
X Link 2025-12-27T21:59Z [---] followers, [---] engagements

"@Alexand92792198 This worries me a bit because it's very unknown. For me clicking through an UI needing to create an account to shop something online.idk I see it changing a lot. And what we don't know is risk"
X Link 2025-12-27T22:05Z [---] followers, [--] engagements

"@QualityInvest5 If $DUOL achieves that mark I will be very happy. I don't bet against Luis but we will see. But $MELI's execution is something that should be really studied. I don't trust any management team more than them"
X Link 2025-12-28T09:23Z [---] followers, [---] engagements

"@CMDarnton0 @grok is this Antonio"
X Link 2025-12-28T21:19Z [---] followers, [--] engagements

"@bdinvestingg 🤣"
X Link 2025-12-28T21:21Z [---] followers, [---] engagements

"I believe $NFLX will be a 1T market cap company in the next 5/6 years. Let's see 🍿🎥"
X Link 2025-12-30T15:45Z [---] followers, [----] engagements

"@LatticeInvestor @CapexAndChill I have some friends that quit Prime or HBO for saving money but not their Neflix 🤣"
X Link 2025-12-30T16:22Z [---] followers, [--] engagements

"@CapexAndChill Neflix's has been ahead of the curve multiple times. I listened to this podcast with Reed it is quite good. https://www.youtube.com/watchv=2ES_G88EG8Y&t=2268s https://www.youtube.com/watchv=2ES_G88EG8Y&t=2268s"
X Link 2026-01-05T18:29Z [---] followers, [---] engagements

"The most attractively priced stock in my portfolio is $SE imo. I believe it will reach ATH in the next 3-5 years if execution keeps up"
X Link 2026-01-10T18:50Z [---] followers, [---] engagements

"@SynthPotato The ones I enjoyed playing the most: [--]. The Witcher [--] [--]. Red Dead Redemption 1/2 [--]. Uncharted (all of them) [--]. Assassin's Creed [--] [--]. Assassin's Creed Black Flag [--]. GTA San Andreas [--]. GTA IV [--]. GTA Vice City [--]. The Last of Us [--]. Lara Croft Tomb Raider"
X Link 2026-01-11T10:48Z [---] followers, [---] engagements

"@Brian_Stoffel_ $SE"
X Link 2026-01-16T18:17Z [---] followers, [----] engagements

"Crazy that SPY is at ATH when I see great deals out there. $SE $RBRK $NFLX $META even $MSFT and other software stocks. But at the same time I think about what happens if/when SPY starts to show weakness too"
X Link 2026-01-16T21:09Z [---] followers, [---] engagements

"@wolfofharcourt For me that's one of the most difficult to do. I've been trying to focus on revenue growth for me it's a core driver of the thesis. Give you $EVO has example. Valuation was becoming cheaper and cheaper but revenue growth was decelerating sharply"
X Link 2026-01-17T13:50Z [---] followers, [---] engagements

"@wolfofharcourt I'm trying to be more demanding regarding revenue growth. Not very interested in companies that cannot sustain at least 10% top line growth"
X Link 2026-01-17T13:51Z [---] followers, [---] engagements

"$NFLX has one of the best engineering teams in the world. If there is any team that can pull off Warner Bros systems' integration in the smoothest way possible is Neflix's. One of my favorite tech stories is how Netflix rebuilt itself on AWS. Netflix didnt just move to the cloud. They deliberately broke their own monolith into hundreds of services while they were still serving millions of users. Instead of pretending failures wouldnt happen they One of my favorite tech stories is how Netflix rebuilt itself on AWS. Netflix didnt just move to the cloud. They deliberately broke their own"
X Link 2026-01-20T16:56Z [---] followers, [---] engagements

"@QualityInvest5 Same $SHOP and $NFLX"
X Link 2026-01-21T09:23Z [---] followers, [---] engagements

"$SE $RBRK $NFLX $FICO my order of buying lately"
X Link 2026-01-22T22:30Z [---] followers, [---] engagements

"Market exagerates to the upside and downside but it is partially right. There are some software companies that will have less pricing power and durability of earnings. Just the opinion of a software engineer myself in a top software company (sold off unfairly btw 😂)"
X Link 2026-01-31T10:23Z [---] followers, [---] engagements

"Hope I get the chance to add to my position. Our $RDDT note will be released this weekend preview of the headline below. https://t.co/9oZol6Fxku Our $RDDT note will be released this weekend preview of the headline below. https://t.co/9oZol6Fxku"
X Link 2026-01-31T21:31Z [---] followers, [----] engagements

"RT @tickerplus: $RDDT +70% YoY rev growth +19% YoY DAU +42% YoY ARPU"
X Link 2026-02-05T23:00Z [---] followers, [--] engagements

"@themattharbaugh I feel you because I own $QLYS and $FTNT. Also I own $DNP.WA which jumped 14%. $MELI on the other hand dropped heavy yesterday and I bought more 👀"
X Link 2024-11-08T22:26Z [---] followers, [---] engagements

"@DWessel35 Is $WISE.L similar to $NU and Revolut I remember using their app once"
X Link 2025-02-15T13:35Z [---] followers, [---] engagements

"$MELI $KNSL $IDXX $ADYEN and $EVO (what a shock 🤣) are my best performing stocks YTD. Let's see how it ends ($EVO will be top performing 👀). Jokes aside I think all of them will be good [--] years from now"
X Link 2025-04-22T17:26Z [---] followers, [----] engagements

"@wolfofharcourt 15%. Portfolio is doing good so I don't see huge value. But I would say $ASML $NU and $INPST are at decent price. Wish $MELI and $ADYEN to drop more. $EVO won't buy more for now. For new stocks $CPRT is interesting but still not there"
X Link 2025-06-20T11:47Z [---] followers, [---] engagements

"$ADYEN's investor day was great. Lots of deep insights. I enjoy these much more than listening to earnings calls. Adyen $ADYEN investor day: For me Adyen is a company that ticks as lot of the boxes of a business you want to invest in. ✅ Owner-operated business with down to earth leader ✅ Product and customer focus ✅ High adaptability ✅ Attractive growth sector ✅ Capital light Adyen $ADYEN investor day: For me Adyen is a company that ticks as lot of the boxes of a business you want to invest in. ✅ Owner-operated business with down to earth leader ✅ Product and customer focus ✅ High"
X Link 2025-11-12T19:35Z [---] followers, [---] engagements

"Idexx $IDXX is a great company. I just wish its multiple didn't move so crazy I would build a larger position. In the last 10Y it only traded with a forward PE of [--] in [--] occasions (one of them was last April where I bought). Most of the time the PE is around 45-50 crazy"
X Link 2025-11-16T19:23Z [---] followers, [---] engagements

"$IDXX being my best performer YTD with 85% return is crazy especially considering weak vet visits. InVue and Cancer DX inovations have been exceptional and are leading to big increase in consumables revenue. Business is doing great but valuation is stretched again"
X Link 2025-11-26T22:42Z [---] followers, [---] engagements

"Everyone talks about $ASML but I believe $ADYEN and $RMS are the best European companies"
X Link 2025-11-27T12:10Z [---] followers, [---] engagements

"One great company I know quite well - $VEEV. Not without risks (AI in some segments). Valuation got really crazy in 2021"
X Link 2025-11-27T20:15Z [---] followers, [----] engagements

"Nice deep dive from @DutchInvestors on $ADYEN As Ethan said recently payments is not a commodity if complexity increases. If the problem you're trying to solve is easy you have no edge. But as complexity increases Adyen needs to continue inovating. https://youtu.be/rmfz3p5wMqMsi=0SUa_8Rqwh2CIj_p https://youtu.be/rmfz3p5wMqMsi=0SUa_8Rqwh2CIj_p"
X Link 2025-11-27T22:09Z [---] followers, [---] engagements

"@smsutherland All in all $ADYEN is the best payments company in the world. But that does not mean it will be the best investment. At 10$ $DLO offered a very attractive risk vs reward"
X Link 2025-11-29T21:11Z [---] followers, [---] engagements

"@realroseceline It makes sense thanks. One thing I found interesting while reading about $ADYEN and transitioning that to Dlocal is: a lot of merchants like Amazon use several providers and Adyen's priority is to gain more wallet share across existing merchants rather than onboarding new ones"
X Link 2025-11-29T21:27Z [---] followers, [---] engagements

"$MA has less risk and it's less volatile but I think $ADYEN will outperform it from here. Let's see in [--] years how this aged. 😂"
X Link 2025-12-06T14:12Z [---] followers, [---] engagements

"$KNSL is looking interesting too. However I try to be cautious buying when growth rates are decelerating I don't just look at the PE ratio. Looking to add more especially in low 300's but pacing myself. $SE on my view offers better deal for my money at the moment"
X Link 2025-12-09T11:58Z [---] followers, [---] engagements

"Which stock for you was the bigger deal in [----] I would say $NU at 9$"
X Link 2025-12-25T10:53Z [---] followers, [---] engagements

"@Quality_stocksA $VEEV"
X Link 2026-01-14T21:46Z [---] followers, [---] engagements

"@TheLongInvest $SE"
X Link 2026-01-24T18:44Z [---] followers, [---] engagements

"@FluentInQuality Listen to earnings calls in the last year. Over-promise and then under-deliver communication was not good. That does not mean they cannot improve but I think that is one of the reasons the stock underperformed. And also one of the reasons I prefer Idexx $IDXX"
X Link 2026-01-27T17:18Z [---] followers, [--] engagements

"@QualityInvest5 I think it's cheaper than Mastercard adjusting for the growth"
X Link 2026-01-28T16:28Z [---] followers, [---] engagements

"@TinyTitansCap $MELI and $SE 🤌"
X Link 2026-02-01T16:27Z [---] followers, [---] engagements

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