@BlackCatInvests Avatar @BlackCatInvests Black Cat Research

Black Cat Research posts on X about $uber, business, $meli, in the 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 76.79% technology brands 42.86% finance 33.04% cryptocurrencies 4.46% automotive brands 2.68% luxury brands 1.79% countries 1.79% exchanges 0.89% travel destinations 0.89%

Social topic influence $uber #597, business 14.29%, $meli #40, in the 12.5%, $now #46, $shop #204, $ttd 9.82%, $adyen #5, $wisel #5, $amzn 8.93%

Top accounts mentioned or mentioned by @qualityinvest5 @capexandchill @travishoium @thetechinvest @qualitystocksa @shayville @ranked90 @tobi @dkhos @willbiddy @thelonginvest @uber @adyen @dginvests @wise @holysmokas @portseido @mindset4moneyx @fiscorainvest @dwessel35

Top assets mentioned Uber Technologies, Inc. (UBER) MercadoLibre Inc (MELI) Now Coin (NOW) Shopify Inc (SHOP) Trade Desk, Inc. (TTD) Amazon.com, Inc. (AMZN) Hims & Hers Health, Inc. (HIMS) Metadium (META) Duolingo, Inc. (DUOL) Palantir Technologies Inc. (PLTR) Spotify Technology (SPOT) ServiceNow Inc (NOW) Netflix Inc (NFLX) NuCypher (NU) Alphabet Inc Class A (GOOGL) Mastercard, Inc. (MA) PayPal Holdings Inc (PYPL) Cloudflare, Inc. (NET) AppLovin Corporation (APP) Sea Limited (SE) Salesforce Inc (CRM) On Holding AG (ONON) Enphase Energy Inc (ENPH) Adobe, Inc. (ADBE) Wise (WISE) Ferrari N.V. (RACE) Rubrik, Inc. (RBRK) American Express Company (AXP) Crowdstrike Holdings Inc (CRWD) Advanced Micro Devices (AMD) Apple, Inc. (AAPL) Snap, Inc. (SNAP) Atlassian Corporation PLC (TEAM) RigoBlock (GRG) Auto (AUTO) Unilever plc (UL) Microsoft Corp. (MSFT) Mario Coin (COIN)

Top Social Posts

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

"Very few companies trade as erratically on earning reports as $ADYEN has done over previous years"
X Link 2026-02-13T06:01Z [----] followers, [----] engagements

"$ADYEN is disgustingly UNDERVALUED today and it's a far better buy than $V $MA $PYPL or any other payments company. 👇 1) Forward sales just below 11x which is significantly below the median of 27x and the lowest weve seen since they dropped 40% post earnings in [----] before a quick rebound. 2) Trailing PE = 28x and forward PE = 24x both represent the lowest earning multiples Adyen has ever traded at. 3) Expected to grow EPS at 30% next year. That's a PEG of 0.8x on a forward basis. 4) Three part [--] year DCF with probability weighted average. (All include desired annual return of 15% alongside"
X Link 2026-02-14T20:06Z [----] followers, [----] engagements

"This is so shameless its disappointing. $HIMS at one point was a top [--] position for me around 20% Over the past [--] months my portfolio has took a big hit to say the least. Ive bought shares in $HIMS below todays price and Ive also bought shares above todays price. The stock is volatile thats nothing new they really push the boundaries thats also nothing new both things combined brings much higher risk than the average investment. If this story plays out successfully as I believe then likewise the rewards will be much greater than the average investment. Innovative disrupters like $AMZN $UBER"
X Link 2026-02-08T16:51Z [----] followers, [----] engagements

"Research for the Newsletter which Deep Dive would you be most interested in reading $WISE $SPOT $SHOP $ADYEN Not in the Poll but if there's also any interest in $NFLX $MELI $NU or $NET I'm happy to go there as well let me know 👇 In the meantime you can read full dives into $TTD $NOW and $UBER as well as much more content by clicking the link in my bio 🙂 https://twitter.com/i/web/status/2023063947922767946 https://twitter.com/i/web/status/2023063947922767946"
X Link 2026-02-15T15:56Z [----] followers, [----] engagements

"Best recommendations for $APP research"
X Link 2026-02-15T14:04Z [----] followers, [----] engagements

"Poll 👇 WISE Spotify Adyen Shopify WISE Spotify Adyen Shopify"
X Link 2026-02-15T16:54Z [----] followers, [---] engagements

"Some of my favourite business out of the UK Greggs $GRG.L AutoTrader $AUTO.L Diageo $DGE.L Unilever $ULVR.L Marks & Spencer $MKS.L I currently own $MKS & $DGE with $GRG & $AUTO constantly holding a position on the watchlist waiting for the right time 🕰 Does anybody hold any of these businesses https://twitter.com/i/web/status/1779410441506087376 https://twitter.com/i/web/status/1779410441506087376"
X Link 2024-04-14T07:24Z [----] followers, [---] engagements

"@Quality_stocksA Id add Greggs To the list $GRG.L Autotrader $AUTO.L & Money Supermarket $MONY.L & Pets at home is a pretty impressive retailer also $PETS.L 😁"
X Link 2024-05-22T11:32Z [----] followers, [---] engagements

"$AUTO.L AutoTrader is truly a great quality business isnt it. Revenues up 14% (AutoTrader +12% & AutoRama +51%) Average Revenue per retailer grew 12% EBITDA +14% & Pre Tax Profits +18% The firm said more than 75% of ALL minutes spent on automotive classified sites were spent on AutoTrader during the year What a Moat One of the best businesses in the UK ✅ Shares up 12.3% 📈📈 https://twitter.com/i/web/status/1796147625151823917 https://twitter.com/i/web/status/1796147625151823917"
X Link 2024-05-30T11:52Z [----] followers, [---] engagements

"@Shay_ville $AUTO.L $MKS.L $GRG.L $DGE.L $MONY.L $PETS.L $RMV.L $JD.L $WISE.L $NXT.L Are some of my favourite UK companies"
X Link 2024-05-31T04:50Z [----] followers, [---] engagements

"@Ranked90 Only own $MSFT here maybe $CRM soon but I really like $AUTO.L & $RMV.L some of our greatest companies but Id want to get in at the right price"
X Link 2024-09-10T18:35Z [----] followers, [---] engagements

"Is Rightmove the crown jewel on the UK market & what does it mean for LSE if the FTSEs arguably best company gets acquired Today REA came in with a 4th takeover bid now offering 6.2B to acquire $RMV.L $LSEG.L #FTSE"
X Link 2024-09-27T15:29Z [----] followers, [---] engagements

"Platform businesses= Central hubs = Own all the demand This is where you find the strongest network effects & thus widest moats. These are some incredible businesses to add a few we have $AUTO.L $RMV.L $COIN $SPOT $MELI $SHOP Forget owning the product these companies own the customer. Here are my favourite marketplace businesses: Amazon $AMZN 📦 E-commerce marketplace for fragmented sellers and buyers Uber $UBER 🚗 Ride-hailing marketplace aggregating drivers riders and restaurant delivery. Forget owning the product these companies own the customer. Here are my favourite marketplace"
X Link 2025-05-26T20:55Z [----] followers, [----] engagements

"Recently been looking at picking up a different vehicle and Im honestly shocked with how much screen time Im spending on Autotrader Great platform business & wide moat to say the least & oh yeah monster margin profile while were at it $AUTO.L"
X Link 2025-09-21T19:22Z [----] followers, [---] engagements

"Who do you believe is the best founder CEO operating today and who would you say is the best non founder CEO around today Founders I'll start with probably Zuck at $META or @tobi at $SHOP Non Founders I'm going with @dkhos at $UBER Thoughts"
X Link 2026-01-31T21:39Z [----] followers, [---] engagements

"ServiceNow: The Operating System For The Autonomous Enterprise [--] thousand word deep dive on $NOW linked below👇 How AI agents workflow dominance and enterprise stickiness position ServiceNow for the next decade and if the current 47% drawdown presents an asymmetric bet. Click the link below to read completely for free https://blackcatresearch.substack.com/p/servicenow-the-operating-system-forr=4912fq https://blackcatresearch.substack.com/p/servicenow-the-operating-system-forr=4912fq"
X Link 2026-02-01T22:46Z [----] followers, [---] engagements

"One my favourite picks right now $TTD. Something really true in this post when the valuation was stretched this was the best company going now today nobody likes it. Exact same thing for $DUOL. Its a funny cycle that repeats & repeats. Study businesses in advance and write out why you like them why overvalued stocks are overvalued in the moment because often theyre incredible. This way once the stock price does fall you can go back and read your thoughts when everything was smooth sailing. Block out the noise understand quality and pounce 🐈 Those who buy $TTD $DUOL & $NOW during this period"
X Link 2026-02-02T11:06Z [----] followers, [----] engagements

"$HIMS at 2x forward sales is an absolute steal for the growth moving forward"
X Link 2026-02-05T19:51Z [----] followers, [---] engagements

"6) Netflix I believe $NFLX is one of the most obvious plays over the next decade for any investor with that being said I believe Netflix sits around fair value today at 44x FCF with analysts expecting FCF growth north of 30% over the coming years. What makes me even more convinced that $NFLX will have a strong [----] is that whilst I believe the value is fair today Im very bullish on the acquisition of $WBD. If this is to occur successfully in [----] then Netflix is certainly undervalued today"
X Link 2026-01-05T22:27Z [----] followers, [---] engagements

"Some really interesting opportunities on the watchlist right now. $NOW $SE $WISE.L $RBRK $RACE The problem is often the best stocks are the ones you already own starting a new position when $MELI $TTD $NFLX $META $UBER $DUOL & $HIMS all look so attractive today is hard. Conviction/weighting ratio right now means $MELI $TTD & $NFLX have to be priorities. https://twitter.com/i/web/status/2012059763433943547 https://twitter.com/i/web/status/2012059763433943547"
X Link 2026-01-16T07:10Z [----] followers, [----] engagements

"One of my top picks at the start of the year $WISE.L up 16% yesterday after a strong earnings update 👇 Every time I think about and even use Wise (which is often lol) I ask myself why I dont just own this business"
X Link 2026-01-21T06:47Z [----] followers, [---] engagements

"Yeah I also believe theres room for both $MELI seems unrivalled in Latam for me $SE interests me for the SEA play where management really understand that market I could be wrong but i think both are equal in their dominant region fly wheels seem reasonably equal however $MELI has huge advantage with the logistics dominance I need to study $SE more & SEA as a region in general to truly know for sure I do think you could find room for all three of $MELI $SE and $CPNG in a portfolio today https://twitter.com/i/web/status/2015480674279657852 https://twitter.com/i/web/status/2015480674279657852"
X Link 2026-01-25T17:43Z [----] followers, [---] engagements

"@QualityInvest5 Heres my $NOW deep dive released last month just before I entered. Should definitely help 🙂 https://open.substack.com/pub/blackcatresearch/p/servicenow-the-operating-system-forr=4912fq&utm_medium=ios&shareImageVariant=split https://open.substack.com/pub/blackcatresearch/p/servicenow-the-operating-system-forr=4912fq&utm_medium=ios&shareImageVariant=split"
X Link 2026-02-08T07:03Z [----] followers, [---] engagements

"$NOW below $100 is one hell of a deal by the way"
X Link 2026-02-11T15:18Z [----] followers, [----] engagements

"My portfolio is down 35% over the past year. Is it time to start studying ETFs 📉"
X Link 2026-02-13T20:38Z [----] followers, [---] engagements

"Few businesses are continually slept on as much as $SPOT"
X Link 2026-02-14T06:34Z [----] followers, [---] engagements

"@CapexAndChill yep then somehow the stock will continue to trade down further just like multiple other incredible reports we've seen this season. Tough market right now😂"
X Link 2026-02-14T18:23Z [----] followers, [---] engagements

"@WillBiddy_ $MA over $V because the growth. Id rather $AXP though (without checking valuation valuation may make me change my mind) but I prefer $AXP model & runway above both Visa & Mastercard. Ultimately $ADYEN is my favourite in payments thats a little different but thats my No.1"
X Link 2026-02-15T13:45Z [----] followers, [---] engagements

"$WISE.L & $BKNG are the top two that come to mind thinking about this question Especially Booking(.)com I feel most Americans struggle to grasp the moat this thing has @TheLongInvest As an American what should I be bullish on in Europe @TheLongInvest As an American what should I be bullish on in Europe"
X Link 2026-01-30T08:43Z [----] followers, [----] engagements

"REBRANDING EVERYDAYSTOCKS & PORTFOLIO UPDATE🐈 For a while now Ive been thinking about rebranding across socials. I wanted a name that better represents me as an investor and naturally fits the direction of my newsletter and X posts. However the question that has been on my mind for some time has been what should it be called See I started this page a while back just for fun. "Everyday Stocks" was a quick choice to socialize with like-minded investors but truth be told Ive turned stale on the name name. It doesnt inspire me and it never felt like a strong representation of who I am as an"
X Link 2026-02-01T22:42Z [----] followers, [----] engagements

"This is an incredibly clever idea for high traffic areas. Great to see two fundamental pillars of my portfolio expanding an already great partnership 🙂 $UBER / $ADYEN @Uber just launched physical kiosks 🤯 Powered by @Adyen : After more than a decade togetherAdyenandUberare expanding their global partnership and its a big one. Whats new: 👉 Adyen now powers Uber payments across70+ countries 👉 More local payment methods via https://t.co/8oEvBHzo0h @Uber just launched physical kiosks 🤯 Powered by @Adyen : After more than a decade togetherAdyenandUberare expanding their global partnership and"
X Link 2026-02-09T15:48Z [----] followers, [----] engagements

"Id started to forget $HIMS shares could actually go up Lol"
X Link 2026-02-13T14:51Z [----] followers, [---] engagements

"Evaluation analysis at 8PM on valentines day My GF isnt happy 😂 $ADYEN is disgustingly UNDERVALUED today and it's a far better buy than $V $MA $PYPL or any other payments company. 👇 1) Forward sales just below 11x which is significantly below the median of 27x and the lowest weve seen since they dropped 40% post earnings in [----] before a https://t.co/RiocCQdDyo $ADYEN is disgustingly UNDERVALUED today and it's a far better buy than $V $MA $PYPL or any other payments company. 👇 1) Forward sales just below 11x which is significantly below the median of 27x and the lowest weve seen since they"
X Link 2026-02-15T07:36Z [----] followers, [---] engagements

"@DG_Invests Interesting Id buy $MELI here Hold $SE (although I also think its a great buy) and sell $CSU"
X Link 2026-02-15T17:21Z [----] followers, [---] engagements

"4) Crowdstrike $CRWD Shares of $CRWD are down 20% over the past [--] months yet they still trade at 23x sales today. Cybersecurity is clearly an obvious industry of growing importance as we look towards our future and $CRWD is the clear industry leader moving forward. just like $PLTR It's a company I've owned before and would love to own again in the right moment but we have to ask do the fundamentals match up to the share price Revenue has grown at a CAGR of 32% over the past [--] years but analysts today are expecting a 22% CAGR over the next [--] years. Would you buy shares of $CRWD here today"
X Link 2026-02-15T21:02Z [----] followers, [---] engagements

"5) AppLovin $APP Despite being down 36% YTD already $APP is still trading at 24x sales (16.6x fwd) Margins are insane with Gross and Net coming in at 89% & 60% respectively. supporting this expected growth moving forward looks promising to say the least with a [--] year expected revenue CAGR of 37%. The question is does this advertising business deserve such a premium valuation and if so is the current drawdown creating an attractive entry for long term investors Or is this simply another grossly overvalued stock with much more room to fall"
X Link 2026-02-15T21:02Z [----] followers, [---] engagements

"$WISE.L is such an incredible tool every time I travel Im reminded just how superior Wise actually is. @Wise allows me to convert all my allocated money for the trip into the local currency in one transaction for a minuscule fee at the truest transaction rate for that moment. Which means I can then seamlessly make endless card transactions in local currency as if I was a local myself. You may think okay I can also spend overseas with zero fees with multiple of my debit/credit cards thats not unique in [----]. But you may not realise that youre issuing bank is choosing their own exchange rate"
X Link 2026-02-08T07:24Z [----] followers, [---] engagements

"Ive said it in the past and Ill gladly say it again $SHOP is a generational company on the path to becoming one of the biggest businesses on the planet. The execution the culture the moat & the runway. They have everything. Id actually say youd struggle to find a better company around that similar market cap range today. Valuation trades at a so called premium but they deserve that I actually believe its fair today for long term investors. Id argue $SHOP belongs in the highest echelons of company one in which its better to just DCA every month & hold long term rather than worry about"
X Link 2026-02-11T15:16Z [----] followers, [----] engagements

"Everyone's looking for undervalued businesses with beaten up stock prices however let's do the complete opposite. Here are [--] "EXPENSIVE" stocks all trading OVER 20x SALES. Which If any deserve to trade at such extreme multiples 👇 1) Cloudflare $NET Bringing Speed and Security to websites globally $NET is an absolute darling of the market. Controlling over 20% of the webs traffic today as well as being chosen by 80% of the top AI companies globally it's no secret $NET is set to thrive in the AI revolution. The question remains is Cloudflare worth 30x revenue today Q4 showcased an exceptional"
X Link 2026-02-15T21:02Z [----] followers, [---] engagements

"2) Palantir $PLTR $PLTR is the current talk of the town with continuous arguments being made from both the bulls & the bears. Each side can make compelling cases for why they have their opinion but one thing is true the numbers don't lie. The most recent ER from $PLTR was arguably the best report I've ever seen. Execution has been exceptional and demand is sky high. The question is will this demand realistically slow down any time soon Today $PLTR is trading above 40x Forward sales with management guiding for 61% revenue growth for [----]. https://twitter.com/i/web/status/2023140768659955888"
X Link 2026-02-15T21:02Z [----] followers, [---] engagements

"3) Bloom Energy Corp $BE After running an insane 437% in the last year alone $BE is currently trading at 22x EV/Sales. Safe to say investors here have had an insane year but the question today is what does this mean moving forward The expected [--] year Revenue & EBITDA CAGRs are 56% & 93% respectively. $BE converts fuel such as natural gas biogas hydrogen or a blend of these fuels into electricity through an electrochemical process without combustion. It serves data centre's hospitals healthcare manufacturing facilities biotechnology facilities grocery stores hardware stores banks telecom"
X Link 2026-02-15T21:02Z [----] followers, [---] engagements

"6) Nvidia $NVDA $NVDA has been called overvalued for years now however during this time they've continued to execute like a machine and investors have continued winning. They're leading the AI revolution through their unrivalled GPUs and demand is certainly not going to slow down anytime soon. Would you pay 24x sales for $NVDA today or are you going to continue watching on from the side lines"
X Link 2026-02-15T21:02Z [----] followers, [---] engagements

"I believe $SHOP has a high likelihood of becoming one of the worlds largest companies here are [--] reasons why I like Shopify & believe they'll evolve into a multi trillion dollar business. 1) $SHOP continues to solidify its role as the go to operating system for e-commerce businesses. It serves as the backbone for companies of all sizes from small startups to billion-dollar enterprises. 2) Unlike $AMZN which serves a different purpose $SHOP allows sellers to directly own the relationship with the customer which in turn creates a much better value proposition for businesses online. 3) $SHOP has"
X Link 2025-05-24T17:45Z [----] followers, [----] engagements

"This post didn't take long to age well $AMZN $167 $206 $UBER $67 $89 $GOOGL $146 $172 $HIMS $26.50 $53.67 $ADYEN [----] [----] $NU $9.85 $11.95 $MELI $1881 $2554 $TTD $46 $76 $ONON $35 $60.55 $ENPH $55 $40 Equally weighted these bets destroyed the S&P [---] during the same time period. Did you buy any of these dips back in April [--] Opportunities In the market today for outsized returns over the long term In my portfolio $AMZN $167 $UBER $67 $GOOGL $146 $HIMS $26.50 $ADYEN [----] $NU $9.85 Outside my Portfolio $MELI $1881 $TTD $46 $ONON $35 $ENPH $55 Do any of these [--] Opportunities In the market"
X Link 2025-05-27T17:10Z [----] followers, 10.9K engagements

"Companies on my main watchlist today (somewhat in order) $MELI $NOW $ONON $AMD $NET $COST $RACE $WISE $HFG $ENPH $AXP What else do you think Im missing"
X Link 2025-05-31T19:14Z [----] followers, [----] engagements

"Said it many times before but now seems a great time to say once again $META is one of the best AI plays in the market today Oh & probably the best Mag [--] overall 🙂"
X Link 2025-06-03T06:15Z [----] followers, [----] engagements

"PORTFOLIO UPDATE JUNE 8TH Been some time since I did my last update but we have a few items to address which will likely surprise you. Okay so I Sold Greggs & Google from the portfolio both at a loss which is something I do not like to do but was necessary $GRG.L $GOOGL I did this to help fund a big investment outside the stock market within my personal life this was mainly purchased with cash outside the portfolio but I used these two positions to top up that amount after running the numbers I do believe this investment will have superior performance compared to $GRG.L so that was a easier"
X Link 2025-06-08T19:11Z [----] followers, [----] engagements

"The day $TSLA announces a robotaxi partnership with $UBER will be the most beautiful I told you so ever for us investors🙂 & it will be an amazing partnership make no mistake id love to see it happen"
X Link 2025-06-10T11:55Z [----] followers, [----] engagements

"🧵By studying one of the greatest market success stories continuously overtime Ive built an investable universe that mirrors its winning blueprint Amazon Here's how the $AMZN Blueprint lead me to make investments In $UBER $HIMS $SHOP $NFLX $DUOL $SPOT & $NU 👇"
X Link 2025-06-11T22:23Z [----] followers, [----] engagements

"When $HIMS exists why waste potential investment dollars on $OSCR $LFMD & other lesser names in this sector Thats how I think anyway"
X Link 2025-06-12T07:44Z [----] followers, [----] engagements

"$UBER is still one of the clearest ways to outperform over the next several years"
X Link 2025-06-26T18:40Z [----] followers, [----] engagements

"$200B will look cheap a decade down the line dont be surprised when $UBER has a $1T+ Market cap The modern day everything app 🙂 and there you have it folks new all time high close for $UBER Nearly a $200B market cap business now https://t.co/Wp4cwz670p and there you have it folks new all time high close for $UBER Nearly a $200B market cap business now https://t.co/Wp4cwz670p"
X Link 2025-06-26T20:08Z [----] followers, [----] engagements

"If I had to consolidate my portfolio today it would be $UBER $HIMS $META $AMZN $SHOP $NU These will likely be my best performers over the next 24months"
X Link 2025-06-28T20:59Z [----] followers, [----] engagements

"I love the fact $AMZN will likely become a $10T company & still be planning their next 5-10 moves Day one culture innovation always 🤝"
X Link 2025-07-02T16:45Z [----] followers, [----] engagements

"FINALLY SELLING $PLTR AT $134 FOR 20X RETURN Some of you remember that around the start of the year I significantly trimmed my Palantir position by two thirds with the intent to just leave the remainder of my position to do whatever it would ideally forever if possible. However ultimately for the past month straight Ive been toying with the decision on Palantir daily this is my overall thinking. Firstly my background with the company/investment goes like this. Originally I started building out my Palantir position in [----] at $7 as some of you may know if you've followed for a while now full"
X Link 2025-07-03T18:39Z [----] followers, [----] engagements

"@HolySmokas From this list Id choose $META I would have been comfortable choosing $PLTR at a cheaper valuation but definitely not from here"
X Link 2025-07-08T04:36Z [----] followers, [----] engagements

"Portfolio Update July 10th This will just be a quick one as I don't really have much to speak about besides the sale of $PLTR from the portfolio. I recently released a detailed post discussing why I made this decision if you're wondering why you can easily find that post on my page. Due to Palantir making up 10% of the portfolio at the time I currently have that position sitting in cash as you can see which I'll be looking to deploy in the near future which at that point I'll drop a more detailed portfolio update discussing such decisions"
X Link 2025-07-10T19:16Z [----] followers, [----] engagements

"Inspired by @QualityInvest5 thread the other day on expensive companies here are [--] companies I'd love to own in the portfolio but are just too expensive today. 1) Cloudflare $NET $NET is a leading SaaS company that benefits from significant industry tailwinds in cybersecurity cloud infrastructure AI and edge computing. No doubt they're a special company but 37x EV/Sales is too pricey for me at the best of days :/"
X Link 2025-07-17T19:33Z [----] followers, [----] engagements

"Seriously what's not to like 👀 $MELI Likely one of the best long term investments on the market today high chance this will be added to the portfolio soon"
X Link 2025-07-25T14:41Z [----] followers, [----] engagements

"🧵They say "Never Invest in apparel" but $ONON is running strong the roadmap is enormous the numbers speak for themself and this may very well be the latest company added to my portfolio On Holdings an asymmetric opportunity.👇 (Long Thread)"
X Link 2025-07-25T16:42Z [----] followers, [----] engagements

"Inspired by @TravisHoium video on Dividend Growth stocks today here are [--] of my favourite dividend growth companies I'd love to have in the portfolio one day👇🧵 1) Intuit $INTU One of the highest quality businesses around with a powerful portfolio of essential financial software products dividends isn't the first thing that comes to mind when you hear Intuit yet having compounded dividend per share at 16% since [----] a low payout ratio of 32.5% and a yield of just 0.5% $INTU remains a sure bet for some juicy dividend growth"
X Link 2025-07-28T18:59Z [----] followers, [----] engagements

"Id go as far to say Amazon is one of the few companies where you just can never own enough shares The risk/reward ratio over the next decade or two is pretty much unrivalled $AMZN"
X Link 2025-07-31T20:46Z [----] followers, [----] engagements

"Everyone knows about the worlds strongest moats such as $AAPL $FICO $ASML $META and all the usual suspects but today we have [--] of the most underrated moats around. 👇🧵 For example we all know $V & $MA but $ADYEN may have the strongest moat within payments. 1) $ADYEN is a payment processing platform with the highest authorisation rates in the industry once a business uses Adyen's vertically integrated platform the technical effort and operational disruption involved in switching providers create incredibly high switching costs all whilst being by far the best product in the first place"
X Link 2025-08-02T16:56Z [----] followers, 50.9K engagements

"2) $MELI I'd be surprised to hear anyone say $AMZN wasn't one of the world strongest moats today but what if you could buy Amazon but just [--] years earlier $MELI is essentially the $AMZN of Latin America with a fortress like Moat so strong that when Amazon tried to compete years ago in this region they failed miserably. MercadoLibre's Moat is one of the strongest around but rarely mentioned in these conversations Its true strength lies in their integrated digital ecosystem which combines a truly dominant e-commerce marketplace with their fintech platform Mercado Pago and the robust Mercado"
X Link 2025-08-02T16:56Z [----] followers, [----] engagements

"3) $UBER has arguably the strongest network effect around which over time has driven extreme scale Uber is one of the few companies to ever reach verb status. The Network effect is clear for everyone to see Uber connects riders and drivers. More riders attract more drivers meaning shorter wait times and improved availability and more drivers attract more riders meaning lower prices and more reliable service. However unlike social media platforms we have increased layers to consider such as the local effect $UBER has achieved critical mass in thousands of cities globally. Thus meaning they"
X Link 2025-08-02T16:56Z [----] followers, [----] engagements

"5) $SHOP Shopify's moat isn't just about providing an online store it's about being the comprehensive operating system for modern commerce globally. What Shopify is today alongside what they're shaping into as online shopping becomes more relevant by the day truly makes me believe $SHOP has one of the strongest moats around the complete end to end platform creates immensely high switching costs and a powerful network effect thus making Shopify the indispensable backbone for online businesses of all sizes"
X Link 2025-08-02T16:56Z [----] followers, [----] engagements

"Duolingo is an execution machine waking up to see elite earnings once again is a nice start to the day. $DUOL + 19% $SHOP + 22% $UBER -2% but great numbers Fair to say yesterday was a good day for the portfolio ☑"
X Link 2025-08-07T04:05Z [----] followers, [----] engagements

"Quickly looking through some reports this morning and wow Applovin $APP"
X Link 2025-08-09T11:13Z [----] followers, [----] engagements

"$SNAP could be like $UBER today with the right alterations to management. Years ago Uber doing $8.5B in FCF and a whopping $20B buyback scheme would only be fantasy. $SNAP has many of the fundamentals already in place to thrive shareholders just need the right team leading"
X Link 2025-08-09T15:46Z [----] followers, [----] engagements

"Yesterday I started a new long term position in $MELI which Ill be building out over the coming months & likely years I also started a watcher position in $TTD at $55. Thats a watcher for now well see as we go forward. Full portfolio update will be out soon fair bit to discuss with new & existing positions 🙂"
X Link 2025-08-12T12:07Z [----] followers, [----] engagements

"Valuation isnt the biggest deal of all time but it does matter All of my multi baggers have come from certain P/S ranges $META $HIMS & $SPOT were ranging from 2-4x sales $PLTR was around 7x sales & $SHOP about 10x Whilst the markets inflated $UBER $MELI & many other fast growing companies sit in the 4-5x sales range & I believe they have extremely high odds of being multi baggers over time. I believe and I actually have paid around 10x sales for elite companies when you have special companies that can definitely work as well I also believe for an absolute unicorn company you can pay 20x sales"
X Link 2025-08-12T19:53Z [----] followers, [----] engagements

"PORTFOLIO UPDATE 🧵 It's been a while since my previous portfolio update but now we actually have a fair bit to discuss from increasing my allocation to existing positions as well as new holdings selling my $PLTR stock left me with 10% cash position here's how I deployed it👇"
X Link 2025-08-19T20:33Z [----] followers, [----] engagements

"Many conversations flying around regarding the advertising space at the moment but if you could ONLY buy & hold ONE name which would it be and why 👇 Outside of the big three $GOOGL $META & $AMZN are you going $TTD $APP $ZETA or are we all missing something else The Trade Desk Applovin Other Zeta The Trade Desk Applovin Other Zeta"
X Link 2025-08-24T19:47Z [----] followers, [----] engagements

"$UBER is quickly becoming a complete travel platform (& delivery) as predicted. Anything that moves will be successfully deployed into the ecosystem this vertical is still fairly slept on in my opinion $UBER announces the launch of Uber Trains From [----] [--] high-speed trains could connect Stratford Intl to Brussels Paris Lille & more via the Channel Tunnel. Partnering with Gemini Trains tickets may be booked directly in the app alongside cabs bikes and more. https://t.co/sKIlF2g1C1 $UBER announces the launch of Uber Trains From [----] [--] high-speed trains could connect Stratford Intl to Brussels"
X Link 2025-08-27T12:06Z [----] followers, [----] engagements

"Over the coming days Ill be looking to increase my position in one or two of these names $UBER $AMZN $DUOL $MELI $TTD The latter three are most likely as they currently have the lowest allocation. What will you be buying 👇"
X Link 2025-08-30T20:43Z [----] followers, [----] engagements

"Grabbing a bargain on Black Friday is always exciting but the investor in me is excited about how many payments $ADYEN is processing today"
X Link 2025-11-28T17:38Z [----] followers, [---] engagements

"PORTFOLIO UPDATE FOR Q4 👇 Here we are again with another portfolio update. Earlier in the quarter I made some meaningful changes to the portfolio changes significant enough that I felt it was only right to publish a spontaneous update as soon as those moves were made. Waiting until quarter end just didnt feel transparent enough. on my highlights you'll find that full update below for anyone who wants to revisit the details but for completeness Ill briefly recap those changes here as they did take place during this quarter. In the November 9th update I announced the decision to trim my $CRWD"
X Link 2026-01-01T19:20Z [----] followers, [----] engagements

"The amount of people sleeping on The Trade Desk right now seems crazy. I understand it because sentiment always follows the stock price and $TTD has literally been the worst stock in the entire S&P [---] But $TTD is literally the definition of a diamond in the dirt right now I truly believe very few people realise just how good this business is. Increasing my weighting at these prices is something I must make happen over the next months https://twitter.com/i/web/status/2008548118669766845 https://twitter.com/i/web/status/2008548118669766845"
X Link 2026-01-06T14:36Z [----] followers, [----] engagements

"Yesterday I slightly increased my position in The Trade Desk at $38 $TTD I intent to continue building out the position at these levels as a core priority"
X Link 2026-01-08T22:49Z [----] followers, [---] engagements

"Imagine actually believing you can just simply replace a Salesforce ServiceNow or an Adobe with AI😂 Even Duolingo oh yeah let me quickly just build a $DUOL this weekend $CRM $NOW $ADBE $DUOL"
X Link 2026-01-16T18:31Z [----] followers, [---] engagements

"Netflix is such an obvious play over the coming decade I believe the runway for continued growth is severely understated today $NFLX has multiple growth catalysts such as 1) Continuing to on board new users I can envision a world in the future where Netflix has over a billion users. 2) Vast runway with pricing power Netflix could likely double the price tomorrow and people would continue paying luckily Netflix understands the price/value ratio completely and only increases prices as value increases alongside I believe they'll execute increases efficiently. 3) Big potential with the"
X Link 2026-01-16T20:15Z [----] followers, [----] engagements

"85% of fortune [---] companies are customers of ServiceNow of these customers $NOW has DBNRR of 125% supported by customer retention rates of 98%. Serious business"
X Link 2026-01-18T09:32Z [----] followers, [----] engagements

"How do think these stocks perform over the next few years if you bought today I personally struggle to see how most of these fail to work out well long term These [--] software stocks are trading at their lowest valuations in a decade: [--]. Atlassian $TEAM https://t.co/2EsuUb7YEm These [--] software stocks are trading at their lowest valuations in a decade: [--]. Atlassian $TEAM https://t.co/2EsuUb7YEm"
X Link 2026-01-19T18:43Z [----] followers, [---] engagements

"Think about how you envision the future which industries regions & trends will become increasingly important & successful. Then go on a search to discover the clear leaders of these industries Then if valuation is at least reasonable & you can make sense of it you have an easy long term buy & hold As long as youre correct with the first two youll likely experience great success"
X Link 2026-01-20T20:28Z [----] followers, [---] engagements

"Seems to be so many attractive opportunities in the market today anyone else feel the same"
X Link 2026-01-20T20:40Z [----] followers, [---] engagements

"5 years + from now well all look at $ADBE and hindsight will look so obvious (as always) Its one of those where if AI kills them everyone will say yeah it was pretty obvious AI was going to cook them But then again presuming they do fine everyone will say well obviously AI wasnt going to take down a company as strong as Adobe Its such a funny one to call can understand both sides but Im confident things go well for $ADBE https://twitter.com/i/web/status/2014658577957351772 https://twitter.com/i/web/status/2014658577957351772"
X Link 2026-01-23T11:16Z [----] followers, [---] engagements

"Semi old news but how $AAPL now pays $GOOGL to implement Gemini into Siri is beyond me crazy fumble & this is just one of many times $AAPL has fumbled the bag over previous years"
X Link 2026-01-23T14:25Z [----] followers, [---] engagements

"Whilst it does trade at a premium valuation meaning sentiment is normally positive I still genuinely believe most Investors underappreciate how insanely good Shopify is as a business how long the runway is and how big theyll eventually become. $SHOP will be one of the largest companies in the world 10+ years from now https://twitter.com/i/web/status/2015139229987135668 https://twitter.com/i/web/status/2015139229987135668"
X Link 2026-01-24T19:06Z [----] followers, [----] engagements

"Great post & I agree also worth noting that SK population is declining from a starting base already about 13x smaller than LATAM. Runway to compound for MELI is far greater. However its worth noting that $CPNG is trading at like 1x sales today right At that point after what you saw that must be attractive Id be interested to hear your thoughts on $MELI Vs $SE as a separate discussion 😅 https://twitter.com/i/web/status/2015478258997899599 https://twitter.com/i/web/status/2015478258997899599"
X Link 2026-01-25T17:33Z [----] followers, [---] engagements

"$PYPL investors take note Things to expect to happen when we sell a fundamental loser admit defeat & move on: 1) Food tastes better 2) Less irritable 3) You feel lighter 4) Optimism gets easier 5) Your loud neighbor isn't so annoying 6) That stupid joke your friend told is suddenly funny Things to expect to happen when we sell a fundamental loser admit defeat & move on: 1) Food tastes better 2) Less irritable 3) You feel lighter 4) Optimism gets easier 5) Your loud neighbor isn't so annoying 6) That stupid joke your friend told is suddenly funny"
X Link 2026-01-26T19:13Z [----] followers, [---] engagements

"ServiceNow: The Operating System For The Autonomous Enterprise [--] thousand word deep dive on $NOW linked below👇 How AI agents workflow dominance and enterprise stickiness position ServiceNow for the next decade and if the current 47% drawdown presents an asymmetric bet. Click the link below to read completely for free 🙂 https://twitter.com/i/web/status/2015884971127476496 https://twitter.com/i/web/status/2015884971127476496"
X Link 2026-01-26T20:30Z [----] followers, [----] engagements

"https://open.substack.com/pub/everydaystocksx/p/servicenow-the-operating-system-forr=4912fq&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/everydaystocksx/p/servicenow-the-operating-system-forr=4912fq&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-01-26T20:30Z [----] followers, [---] engagements

"Excited for $NOW earnings tonight if it falls further on the report theres a good chance Im opening a position. Tempted to open one anyway 50/50 pre post earnings buys but well see later today"
X Link 2026-01-28T09:44Z [----] followers, [----] engagements

"@Mindset4Money_X Yep😂 and $SPOT"
X Link 2026-01-28T14:07Z [----] followers, [---] engagements

"Opened a position in $NOW at $129.60 today I cant possibly predict what will happen to the stock on tonights earnings maybe it falls more & I missed a better entry or maybe It shoots up but ultimately that doesnt matter. I believe $NOW is undervalued today and holding a great company long term is far more important than timing the perfect entry price Excited for $NOW earnings tonight if it falls further on the report theres a good chance Im opening a position. Tempted to open one anyway 50/50 pre post earnings buys but well see later today. https://t.co/H3JgNYVBSY Excited for $NOW earnings"
X Link 2026-01-28T20:29Z [----] followers, [----] engagements

"@fiscorainvest Hard to predict what will happen with multiple compression I personally dont think so. I think the business is undervalued here looking out over the next [--] years Ive just released my own deep dive on the company if you fancy reading my in depth thoughts 😃"
X Link 2026-01-28T20:38Z [----] followers, [--] engagements

"$NOW is my latest addition to the portfolio they just reported stellar earnings yet the stock keeps falling. You really cant predict the markets in the short term but long term Im confident in the future of $NOW Check out below why I like ServiceNow👇 ServiceNow: The Operating System For The Autonomous Enterprise [--] thousand word deep dive on $NOW linked below👇 How AI agents workflow dominance and enterprise stickiness position ServiceNow for the next decade and if the current 47% drawdown presents an asymmetric bet. https://t.co/naiaLUxEFo ServiceNow: The Operating System For The Autonomous"
X Link 2026-01-29T21:37Z [----] followers, [----] engagements

"I believe its more likely $DUOL reaches [--] billion + users than its likely AI destroys the business"
X Link 2026-01-30T11:04Z [----] followers, [---] engagements

"Three of these are now currently in my portfolio. Comfortable in the chaos. Software drawdowns from 52-week highs: $FIG -78% $DUOL -74% $TTD -74% $TEAM -63% $NOW -50% $RBRK -42% $ZS -40% $CRM -39% $ADBE -36% $VEEV -32% https://t.co/T5F7LGWqtf Software drawdowns from 52-week highs: $FIG -78% $DUOL -74% $TTD -74% $TEAM -63% $NOW -50% $RBRK -42% $ZS -40% $CRM -39% $ADBE -36% $VEEV -32% https://t.co/T5F7LGWqtf"
X Link 2026-01-30T12:09Z [----] followers, [---] engagements

"Yeah theyre still headquartered in Netherlands right But I dont believe thats what the original post is asking otherwise yeah Id say Adyen & ASML but feel thats common knowledge. I believe the post is asking for anecdotal evidence in Europe which Americans dont see on a regular basis thats why I say Wise and Booking Both operations are far more dominant in Europe which if youve never travelled Europe to realise you wouldnt be as bullish Check out the original post that @TravisHoium first responded too https://twitter.com/i/web/status/2017230802916983161"
X Link 2026-01-30T13:37Z [----] followers, [---] engagements

"@DWessel35 Yeah Adyen is always a good shout to be fair"
X Link 2026-01-30T14:13Z [----] followers, [--] engagements

"Since this same quarter last year $NOW have increased customers with over $5M in ACV by [---] (+52 QoQ) Of these customers the average ACV has increased $700k Year over year They have DBNRR of 125% $NOW is proving successful cross/up selling to customers once they onboard this strengthens their moat in real time. In [----] ITSM & ITOM accounted for 95% of revenue today these two account for around 50%. Once youre in with $NOW you only want more products. Oh yeah RPO growing quicker than revenue as well ☑"
X Link 2026-01-30T17:52Z [----] followers, [---] engagements

"Portfolio $UBER & $AMZN Interested in $PLTR $AMD $GOOGL $ENPH $SNAP"
X Link 2026-02-02T11:39Z [----] followers, [---] engagements

"Fair play better to cut ties and move on than keep hindering your portfolio. Considering Im sure I remember $PYPL being like 25%-40% of your portfolio at times (forgive me if Im wrong) I think getting out only being hurt 20% isnt anything to stress about that move could have ended so much worse. Now I believe youve meaningfully upgraded your portfolio with those buys. Good luck this year🤝 https://twitter.com/i/web/status/2018934278017446106 https://twitter.com/i/web/status/2018934278017446106"
X Link 2026-02-04T06:26Z [----] followers, [---] engagements

"@QualityInvest5 You can be 20-25 investing for [--] years and have more experience than someone whos been investing double/triple the amount of years as you. The amount of daily hours researching compounding matters far more than basic years itself"
X Link 2026-02-05T06:50Z [----] followers, [--] engagements

"What opportunities do I NEED to be looking at in the market currently 👇"
X Link 2025-02-16T14:29Z [----] followers, [----] engagements

"@realroseceline I really like $WISE.L its been on my watchlist for a while few concerns always held me back but overall its a fantastic product which I always use when I go overseas at the same time its clearly shaping into a great business"
X Link 2025-05-14T05:18Z [----] followers, [---] engagements

"$WISE.L is a product/ business I really enjoy. Ticks many of my boxes when looking at investment opportunities. Deserving of a place in the portfolio in the future. Any holders"
X Link 2025-05-18T20:22Z [----] followers, [----] engagements

"Its a shame but $WISE.L changing exchanges to US makes complete sense"
X Link 2025-06-05T10:28Z [----] followers, [---] engagements

"@MMoney642 $MELI and $WISE.L are the ones that interest me the most $ASML is obviously a solid buy as well"
X Link 2025-07-25T18:30Z [----] followers, [---] engagements

"Owning companies like $ADYEN $UBER $SHOP $MELI $TTD $CRWD & $NU brings great peace of mind Set to be incredible compounders over the next decade. High quality wide moat fast growth & insane runways is just the perfect recipe for me 😅 What other names come to mind"
X Link 2025-09-07T21:09Z [----] followers, [----] engagements

"7) Wise $WISE.L is down 22% over the past year but that price action doesnt reflect how the business itself is performing. Wise offers cross border money transfers multi currency accounts and overseas spending at rates traditional financial institutions simply cant compete with. Its a classic example of the economies of scale shared business model something Ive grown to appreciate across several existing positions in my portfolio. As Wise continues to expand successfully across new verticals I believe it has the potential to become a meaningful player in the multi trillion dollar global"
X Link 2026-01-05T22:27Z [----] followers, [---] engagements

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