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@DimitryNakhla Avatar @DimitryNakhla Dimitry Nakhla | Babylon Capital®

Dimitry Nakhla, associated with Babylon Capital, has been discussing various high-quality stocks on Twitter. The most notable stocks mentioned include Fair Isaac ($FICO), Copart ($CPRT), and MSci Inc ($MSCI), which have shown impressive growth, profitability, and FCF margins. Additionally, Nakhla has highlighted stocks that have reduced their share count, such as Adobe ($ADBE) and Google ($GOOGL), which can boost EPS.

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Social category influence stocks #5039 finance XXXX% technology brands XXXX% cryptocurrencies XXXX% luxury brands XXXX% automotive brands XXXX% countries XXXX% exchanges XXXX%

Social topic influence stocks #3817, $cprt #4, $fico #5, over the #3287, $bkng #4, asml #49, $asml #29, eps #242, $goog #16, nvr inc XXXX%

Top accounts mentioned or mentioned by @nfrosinha @jomasilva88 @longtermloren @thelongaj @princeofgoodt @wisedelcapital @rhaej @biopadawan @sojustfollowme @m7md7mmad @fred_abyss @rushhhhs @shivamkashan @alerts_bullish @bruss008 @llamabravo @qualityinvest5 @leveragevaluep @robtvdc @bhavustoks

Top assets mentioned Copart, Inc. (CPRT) Fair Isaac, Corp. (FICO) Booking Holdings Inc (BKNG) Alphabet Inc Class A (GOOGL) NVR, Inc. (NVR) Msci Inc (MSCI) MercadoLibre Inc (MELI) Mastercard, Inc. (MA) Microsoft Corp. (MSFT) Decentral Games ICE (ICE) Roper Technologies Inc (ROP) TransDigm Group, Inc. (TDG) Metadium (META) Amazon.com, Inc. (AMZN) Adappter Token (ADP) Lam Research Corporation (LRCX) Intuit Inc. (INTU) Apple, Inc. (AAPL) Neurobro (BRO) Synopsys, Inc. (SNPS) Factset Research Systems, Inc. (FDS) Zoetis Inc (ZTS) S&P Global Inc (SPGI) Ferrari N.V. (RACE) KLA Corp (KLAC) Intuitive Surgical, Inc. (ISRG) Johnson & Johnson (JNJ) Adobe, Inc. (ADBE) Salesforce Inc (CRM) Cream (CRM) Monster Beverage Corp (MNST) Old Dominion Freight Line Inc (ODFL) Fastenal Company (FAST) Cadence Design Systems Inc (CDNS) NVIDIA Corp. (NVDA) Intercontinental Exchange Inc (ICE) Fortinet Inc (FTNT) Meta Platforms, Inc. (META) Good Games Guild (GGG) A O Smith Corp (AOS) Taiwan Semiconductor (TSM) Applovin Corporation (APP) Moody's Corporation (MCO) GE Vernova Inc. (GEV) Airbnb Inc (ABNB) Philip Morris International Inc. (PM) Howmet Aerospace Inc (HWM) CENTURY COMMUNITIES, INC. (CCS) Sherwin-Williams Co (SHW) Costco Wholesale Corporation (COST) Costco Hot Dog (COST) Tractor Supply Co (TSCO) Effect.AI (EFX) IDEXX Laboratories, Inc. (IDXX) Uber Technologies, Inc. (UBER) Nasdaq Inc (NDAQ)

Top Social Posts #

Top posts by engagements in the last XX hours

"A quality valuation analysis on $ICE 🧘🏽♂ NTM P/E Ratio: 22.13x 5-Year Mean: 22.31x NTM FCF Yield: XXXX% 5-Year Mean: XXXX% As you can see $ICE appears to be trading slightly near fair value Going forward investors can expect to receive about the same in earnings per share & X% MORE in FCF per share🧠*** Before we get into valuation lets take a look at why $ICE is a quality business BALANCE SHEET Cash & Equivalents: $1.00B Long-Term Debt: $17.36B $ICE has an OK balance sheet an A- S&P Credit Rating & 5.78x FFO Interest Coverage RETURN ON CAPITAL 2020: XXX% 2021: XXX% 2022: XXX% 2023: 7.5%"
X Link @DimitryNakhla 2025-10-08T10:32Z 15.6K followers, 6879 engagements

"Fair Isaac $FICO Stock in X Charts 📊 X. Last X years $FICO revenue rose +49% ($634M) while cost of sales DECREASED -XXX% ($9M) X. A -XX% decrease in shares outstanding & +26% CAGR in basic EPS X. FCF Margins nearly tripled since 2015 X. Steady increase in ROCE"
X Link @DimitryNakhla 2025-08-29T12:00Z 15.6K followers, 12.4K engagements

"Intuitive Surgical is down nearly -XX% from highs Despite this $ISRG still trades for a substantial premium relative to growth (50x NTM EPS & XXXX% Forward FCF Yield) $ISRG is a great business yet it may soon face fresh competition from $JNJ OTTAVA system🤖 $XXX 🎯"
X Link @DimitryNakhla 2025-09-16T10:53Z 15.6K followers, 8576 engagements

"ASML Holding stock is back at $1000 Despite multiple -XX% drawdowns $ASML has delivered +162% return over the past X years challenging even the most steadfast investors A deep understanding of the business coupled with strong conviction makes enduring volatility worthwhile"
X Link @DimitryNakhla 2025-10-01T19:04Z 15.6K followers, 20.2K engagements

"4. Amazon $AMZN +35%"
X Link @DimitryNakhla 2025-10-14T13:06Z 15.6K followers, XXX engagements

"Copart has $4.79B in Cash & $X LT Debt 💵 Factoring in its cash balance $CPRT trades for 25.65x NTM earnings Not so bad for a wide-moat leader that operates in a duopoly with a proven track record of excellent capital allocation & acting in the best interest of shareholders"
X Link @DimitryNakhla 2025-09-12T10:52Z 15.6K followers, 14.6K engagements

"Constellation Softwares revenue breakdown reveals over XX% comes from recurring sources with maintenance and other recurring revenue growth outpacing all other segments over the past decade 🌌 $CSU $CNSWF"
X Link @DimitryNakhla 2025-08-18T17:42Z 15.6K followers, 11.2K engagements

"On Friday doomsayers emerged from hibernation prompting a question: If a notable sell-off immediately sparks widespread calls for a market top perhaps the top isnt in yet Nobody can predict how the week will unfold. Could markets fall further Yes. Could strong earnings & upbeat guidance drive markets higher Yes. As an investor your focus should be on identifying companies to accumulate and pinpointing levels where the risk-reward tilts strongly in your favor. X is a powerful research tool. Yet its not immune to herd mentality so guard your psycheit can influence you even subconsciously"
X Link @DimitryNakhla 2025-10-13T01:37Z 15.6K followers, 5841 engagements

"Todays OpenAI DevDay Event Launch partners for the new ChatGPT app which directly integrates features with major brands $BKNG named as one of the partners empowering seamless reservations purchases and queries within ChatGPT"
X Link @DimitryNakhla 2025-10-06T18:02Z 15.6K followers, 7299 engagements

"15 Quality Linear Compounders Normalized EPS 2008 - 2023 LTM ROIC🧵 #stocks #investing"
X Link @DimitryNakhla 2024-05-21T14:55Z 15.5K followers, 68.3K engagements

"11. AppLovin $APP +83%"
X Link @DimitryNakhla 2025-10-14T13:06Z 15.6K followers, 1504 engagements

"Copart is in its largest drawdown (-31%) since the 2022 bear market Adjusted for cash $CPRT now trades for 23x"
X Link @DimitryNakhla 2025-10-13T12:35Z 15.6K followers, 107.3K engagements

"10 High-Quality Stocks That Reduced Share Count XX% in the Last XX Years 💵 📊 Moodys $MCO 2015: 203.40M LTM: 181.28M % reduction: XX% EPS boost: XX% 🖱 Google $GOOG $GOOGL 2015 shares: 13.86B LTM shares: 12.31B % reduction: XX% EPS boost: XX% 👨🏼🎨 Adobe $ADBE 2015 shares: 507.16M LTM shares: 433.38M % reduction: XX% EPS boost: XX% 💳 Visa $V 2015 shares: 2.46B LTM shares: 1.97B % reduction: XX% EPS boost: XX% 💸 Mastercard $MA 2015 shares: 1.14B LTM shares: 916.75M % reduction: XX% EPS boost: XX% 🏦 Fair Isaac $FICO 2015 shares: 32.61M LTM shares: 24.70M % reduction: XX% EPS boost: XX% 🏢"
X Link @DimitryNakhla 2025-09-17T12:53Z 15.5K followers, 15K engagements

"5 Quality Stocks Trading at Lower P/E & Higher FCF Yield Than 5-Year Average Forecasted 3-Year EPS CAGR* LTM ROIC 💵 X ASML Holding $ASML ☀ Avg P/E: 35x Avg FCF Yield: XXX% NTM P/E: 29x NTM FCF Yield: XXX% EPS CAGR: XX% LTM ROIC: XX% X MSCI Inc $MSCI 🌐 Avg P/E: 42x Avg FCF Yield: XXX% NTM P/E: 31x NTM FCF Yield: XXX% EPS CAGR: XX% LTM ROIC: XX% X Salesforce $CRM 📊 Avg P/E: 42x Avg FCF Yield: XXX% NTM P/E: 22x NTM FCF Yield: XXX% EPS CAGR: XX% LTM ROIC: XX% X Copart $CPRT 🚘 Avg P/E: 33x Avg FCF Yield: XXX% NTM P/E: 29x NTM FCF Yield: XXX% EPS CAGR: XX% LTM ROIC: XX% X MercadoLibre $MELI"
X Link @DimitryNakhla 2025-06-16T13:19Z 15.6K followers, 14.9K engagements

"@SoJustFollowMe Brian Jellison was a rockstar $ROP remarkable transformation over the past two decades is a testament to his brilliance"
X Link @DimitryNakhla 2025-10-03T19:33Z 15.5K followers, 1703 engagements

"TransDigm is an excellent business $TDG ✈ Following a -XX% drop after this mornings earnings report its now trading at 34x NTM estimates $TDG becomes particularly compelling around $1260 -XX% below todays price equating to 31x NTM estimates"
X Link @DimitryNakhla 2025-08-05T19:12Z 15.6K followers, 11.7K engagements

"20 High-Quality Stocks NTM P/E 2-Year EPS CAGR Estimates* PEG Ratio XXXX 💵 $MELI 39x XX% XXXX $GEV 59x XX% XXXX $BKNG 21x XX% XXXX $ABNB 27x XX% XXXX $AMZN 31x XX% XXXX $GOOG 23x XX% XXXX $ICE 22x XX% XXXX $META 24x XX% XXXX $MSFT 32x XX% XXXX $LRCX 29x XX% XXXX $INTU 28x XX% XXXX $MA 32x XX% XXXX $PM 20x XX% XXXX $V 28x XX% XXXX $ASML 35x XX% XXXX $FICO 48x XX% XXXX $TDG 32x XX% XXXX $CPRT 26x XX% XXXX $SPGI 26x XX% XXXX $MSCI 30x XX% XXXX ___ *EPS CAGR Estimates XX - 28"
X Link @DimitryNakhla 2025-10-11T15:11Z 15.6K followers, 13.4K engagements

"Heres a lesser-known quality compounder worth adding to your watchlist: Howmet Aerospace $HWM 🛩 A $10000 investment in $HWM X years ago would be worth $102140 today Below is the companys revenue breakdown across its four key segments Net income margins have significantly expanded since 2020 ___ $HWM return metrics: LTM ROIC: XX% LTM ROCE: XX% LTM ROE: XX% ___ $HWM financial position: Total cash & short-term inv: $545M Long-term debt: $3.25B FFO interest coverage ratio: 8.84x S&P Credit Rating: BBB+"
X Link @DimitryNakhla 2025-10-12T15:54Z 15.6K followers, 7914 engagements

"Np thanks for your question Heres how: $MELI Mean P/E ratio over the analyzed period is 46.42x & its NTM P/E ratio is 39.87x So for every $XXX you invest on average youd receive $XXXX in Earnings ($100/45.42) Today for every $XXX you invest youd receive $XXXX in Earnings ($100/39.87) So you have $XXXX - $XXXX = $XXXX MORE than the average & to calculate the percentage you just divide $XXXX / $XXXX = XXXXX (or 16%) Hope this helps 👍🏽"
X Link @DimitryNakhla 2025-10-06T21:05Z 15.5K followers, XXX engagements

"6. Monster Beverage $MNST 🥤 Revenue CAGR: +13% Margin Expansion: XX% ➡ 20%"
X Link @DimitryNakhla 2025-07-20T15:00Z 15.6K followers, XXX engagements

"As earnings season ramps up next week is packed with scheduled reports 🗓 Lets dive into the earnings expectations valuations & business segments for XX standout quality stocks Food for thought over the weekend🧵"
X Link @DimitryNakhla 2025-07-18T21:15Z 15.6K followers, 14.8K engagements

"A quality valuation analysis on $AMZN 🧘🏽♂ NTM P/OCF Ratio: 14.13x 5-Year Mean: 22.10x NTM FCF Yield: XXXX% 5-Year Mean: XXXX% As you can see $AMZN appears to be slightly undervalued using P/OCF Going forward investors can expect to receive XX% MORE in operating cash flow & XX% LESS in FCF per share🧠*** Before we get into valuation lets take a look at why $AMZN is a quality business BALANCE SHEET✅ Cash & Equivalents: $93.18B Long-Term Debt: $57.92B $AMZN has an excellent balance sheet an AA S&P Credit Rating & 54x FFO Interest Coverage Ratio RETURN ON CAPITAL / ✅ 2020: XXXX% 2021: 8.9%"
X Link @DimitryNakhla 2025-10-01T14:12Z 15.6K followers, 17.8K engagements

"Triple Frond Partners 13F as of Q2 2025 💵 Notable adds: $META $CCS Notable sales: $TDG Source: Dataroma"
X Link @DimitryNakhla 2025-08-13T21:18Z 15.5K followers, 4271 engagements

"15 Quality Stocks ROIC XX% Annually Last X Years Avg ROIC 5-Year EPS CAGR 💵 💳 Visa $V XX% XX% 📸 Meta $META XX% XX% 📱 Apple $AAPL XX% XX% ☀ ASML $ASML XX% XX% 🚘 Copart $CPRT XX% XX% 🏢 NVR Inc $NVR XX% XX% 🖱 Google $GOOG XX% XX% 🌐 MSCI Inc $MSCI XX% XX% 💸 Mastercard $MA XX% XX% 🏦 Fair Isaac $FICO XX% XX% 💾 Microsoft $MSFT XX% XX% 💽 Taiwan Semi $TSM XX% XX% 🧬 Novo Nordisk $NVO XX% XX% 💰Automatic Data $ADP XX% XX% 🖨 Lam Research $LRCX XX% 16%"
X Link @DimitryNakhla 2025-05-10T13:56Z 15.6K followers, 18.5K engagements

"A quality valuation analysis on $MELI 🧘🏽♂ NTM P/E Ratio: 39.87x P/E Ratio Mean: 46.42x As you can see $MELI appears to be trading below fair value Going forward investors can receive XX% MORE in earnings per share 🧠*** Before we get into valuation lets take a look at why $MELI is a great business BALANCE SHEET✅ Cash & Short-Term Inv: $3.98B Long-Term Debt: $3.43B $MELI has a strong balance sheet a BB+ S&P Credit Rating & 52x FFO Interest Coverage RETURN ON CAPITAL➡✅ 2020: XXX% 2021: XXX% 2022: XXXX% 2023: XXXX% 2024: XXXX% LTM: XXXX% RETURN ON EQUITY➡✅ 2020: (0.1%) 2021: XXX% 2022: 28.7%"
X Link @DimitryNakhla 2025-10-06T14:12Z 15.6K followers, 25K engagements

"10 Quality Stocks Flying Under The Radar With Market Capitalizations Below $50B 💸 🏢 NVR Inc $NVR 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ 🚛 Old Dominion Freight $ODFL 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ 💼 Brown & Brown $BRO 10-Year Rev CAGR: XXXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ 🚜 Tractor Supply $TSCO 10-Year Rev CAGR: XXXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ ⚗ Graco $GGG 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ 🧐 FactSet Research $FDS 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: 11.1%"
X Link @DimitryNakhla 2024-04-18T13:29Z 15.6K followers, 47.1K engagements

"15 Quality Stocks With Consistent Annual Revenue Growth for XX Straight Years Rev CAGR 💰 Equifax $EFX X% 🎨 Sherwin Williams $SHW X% 🛒 Costco $COST X% 🐶 Idexx Labs $IDXX X% 📈 FactSet Research $FDS X% 🔩 Fastenal $FAST XX% 👾 Synopsys $SNPS XX% 💼 Brown & Brown $BRO XX% 🚜 Tractor Supply $TSCO XX% 💾 Cadence Design $CDNS XX% 🥤 Monster Becerage $MNST XX% 🏦 Intercontinental Exchange $ICE XX% 🎥 Netflix $NFLX XX% 📦 Amazon $AMZN XX% 🤝 MercadoLibre $MELI 38%"
X Link @DimitryNakhla 2025-04-18T11:38Z 15.6K followers, 16.6K engagements

"Roper Technologies a top holding of Chuck Akre (8% allocation as of Q2 XX 13F) now trades near its lowest valuation in X years The last time $ROP traded for 23x & a XXX% FCF Yield was during the extended 2022 bear market"
X Link @DimitryNakhla 2025-10-03T19:26Z 15.6K followers, 37.6K engagements

"5. Automatic Data $ADP (Wed AM) 🗓 REV Est: $5.05B (+5.8%) 🗓 EPS Est: $XXXX (+6.2%) 💵 NTM P/E: 29x 28x avg 💵 NTM FCF Yield: XXX% XXX% avg Over XX% of $ADP revenue is recurring with Employer Services Revenue growth accelerating in recent years"
X Link @DimitryNakhla 2025-07-26T12:15Z 15.6K followers, XXX engagements

"A quality valuation analysis on $UBER 🧘🏽♂ NTM P/E Ratio: 29.43x YTD Mean: 19.67x NTM FCF Yield: XXXX% YTD Mean: XXXX% As you can see $UBER appears to be trading below fair value Going forward investors can receive XX% MORE in earnings per share & XX% MORE in FCF per share 🧠*** Before we get into valuation lets take a look at $UBER business quality BALANCE SHEET✅ Cash & Short-Term Inv: $9.06B Long-Term Debt: $10.84B $UBER has a strong balance sheet a BBB- S&P Credit Rating & 11x FFO Interest Coverage RETURN ON CAPITAL❌➡ 2019: (35.9%) 2020: (18.1%) 2021: (14.0%) 2022: (9.0%) 2023: XXX% LTM:"
X Link @DimitryNakhla 2024-12-06T13:51Z 15.6K followers, 15.3K engagements

"10 Quality Stocks FCF CAGR XX% Past X Years That Trade for Cheaper P/FCF Today💵* 💸 Visa $V XX% CAGR 💳 Mastercard $MA XX% CAGR 🌐 MSCI Inc $MSCI XX% CAGR 👾 Synopsys $SNPS XX% CAGR 🖱 Google $GOOG XX% CAGR ☀ ASML $ASML XX% CAGR 📊 Salesforce $CRM XX% CAGR 🚘 Copart $CPRT XX% CAGR 🤖 Nvidia $NVDA XX% CAGR 🤝 MercadoLibre $MELI XX% CAGR ___ *NTM FCF Yield vs exactly X years ago"
X Link @DimitryNakhla 2025-06-20T17:07Z 15.6K followers, 16.7K engagements

"A quality valuation analysis on $BKNG 🧘🏽♂ NTM P/E Ratio: 21.72x Mean: 20.20x NTM FCF Yield: XXXX% Mean: XXXX% As you can see $BKNG appears to be trading near fair value Going forward investors can receive X% LESS in earnings per share & X% MORE in FCF per share 🧠*** Before we get into valuation lets take a look at why $BKNG is a great business BALANCE SHEET✅ Cash & Short-Term Inv: $17.59B Long-Term Debt: $17.47B $BKNG has a strong balance sheet an A- S&P Credit Rating & 5x FFO Interest Coverage Ratio RETURN ON CAPITAL✅ 2020: XXX% 2021: XXXX% 2022: XXXX% 2023: XXXX% 2024: XXXX% LTM: 66.0%"
X Link @DimitryNakhla 2025-10-10T17:41Z 15.6K followers, 5629 engagements

"Intercontinental Exchange deserves to be re-rated & trade for 24x - 26x 💸 X. $ICE increased revenues annually past XX years X. $ICE increased FCF in XX of last XX years X. $ICE increased Normalized EPS annually past XX years Formidable moat & highly predictable business"
X Link @DimitryNakhla 2025-09-11T21:25Z 15.6K followers, 10.2K engagements

"@PrinceOfGoodT Medium outlook X% - XX% seems reasonable -- Also $CPRT owns plenty of land and the value of their land is understated on the balance sheet"
X Link @DimitryNakhla 2025-10-13T17:21Z 15.6K followers, XXX engagements

"@PrinceOfGoodT @SoJustFollowMe Yes I believe $CSU surpasses $ROP in quality It will be intriguing to see if the market grants $CSU the same premium it enjoyed under Mark Leonard as investor confidence gradually rebuilds"
X Link @DimitryNakhla 2025-10-04T14:35Z 15.5K followers, XXX engagements

"10. NVR Inc $NVR 🏢 Share Reduction: -XX% EPS Boost: +23% EPS CAGR: +16%"
X Link @DimitryNakhla 2025-07-15T16:32Z 15.6K followers, 2170 engagements

"5 High-Quality Stocks Near 52-Week Lows 💸 X. Zoetis $ZTS 🐶 X. Copart $CPRT 🚘 X. Fortinet $FTNT 🤖 X. Fair Isaac $FICO 🏦 X. Constellation Software $CSU.TO $CNSWF 🌠"
X Link @DimitryNakhla 2025-08-15T11:32Z 15.6K followers, 15.5K engagements

"5. Booking Holdings $BKNG ✈ (2022) Multiple compression: 26x ➡ 14x Headlines: $BKNG expected to post quarterly loss analysts bearish on companys earnings prospects fear of rising rates gas prices and possible recession Return since peak compression: +229%"
X Link @DimitryNakhla 2025-08-09T16:01Z 15.5K followers, 3025 engagements

"10 Forward (NTM) FCF Yields Over 4.00%💰 X. $SPGI XXXX% X. $NDAQ XXXX% X. $CSU XXXX% X. $ADP XXXX% X. $DHR XXXX% X. $ROP XXXX% X. $ICE XXXX% X. $BRO XXXX% X. $BKNG XXXX% XX. $ADBE 6.40%"
X Link @DimitryNakhla 2025-09-25T11:38Z 15.6K followers, 13.1K engagements

"@GiuseppeSanta2 Many of the financial data & stock exchanges stocks traded down in sympathy with $FDS after its quarterly report (overreaction in several names)"
X Link @DimitryNakhla 2025-09-19T12:04Z 15.6K followers, 2321 engagements

"S&P Global now trades at a X% FCF Yield (NTM) $SPGI"
X Link @DimitryNakhla 2025-09-19T11:55Z 15.6K followers, 38.5K engagements

"Did you know Copart $CPRT owns a lot of land $CPRT land valued at $2.03B today up from $105M in 2004 is understated on its balance sheet due to accounting rules that use historical purchase prices rather than current market values A key driver of its competitive edge 🚘"
X Link @DimitryNakhla 2025-05-25T16:27Z 15.6K followers, 16.3K engagements

"3. Mastercard $MA +35%"
X Link @DimitryNakhla 2025-10-14T13:06Z 15.6K followers, XXX engagements

"For the investor a too-high purchase price for the stock of an excellent company can undo the effects of a subsequent decade of favorable business developments Warren Buffett Appreciate the constant reminders on names like $ODFL $RACE $ZTS & $EL which have seen sharp multiple contraction Its remarkable how often the market often justifies lofty multiples despite insufficient growth to support them Valuation (relative to growth) doesnt matter until it does"
X Link @DimitryNakhla 2025-10-14T00:48Z 15.6K followers, 2065 engagements

"$MELI briefly traded for 39x a multiple last seen during the April XX bear market 💵 Analyst EPS Est: 2025: $XXXXX (+18% YoY) 2026: $XXXXX (+49% YoY) 2027: $XXXXX (+34% YoY) 2028: $XXXXXX (+38% YoY) Even if $MELI XX EPS is $XXX & trades for 33x XX% CAGR potential"
X Link @DimitryNakhla 2025-10-03T13:19Z 15.6K followers, 27.8K engagements

"1. Google $GOOG $GOOGL ☁ Current Drawdown: -XX% NTM P/E: 20x PEG: 1.65x"
X Link @DimitryNakhla 2025-07-17T12:31Z 15.5K followers, 1837 engagements

"10. Google $GOOG $GOOGL +72%"
X Link @DimitryNakhla 2025-10-14T13:06Z 15.6K followers, 1302 engagements

"1. Roper Technologies $ROP (Mon AM) 🗓 REV Est: $1.93B (+12.2%) 🗓 EPS Est: $XXXX (+7.8%) 💵 NTM P/E: 27x 29x avg 💵 NTM FCF Yield: XXX% XXX% avg Recurring revenue has grown faster than overall revenue"
X Link @DimitryNakhla 2025-07-18T21:15Z 15.6K followers, 1272 engagements

"20 Stocks That Have Maintained A ROIC Of XX% Or More For The Last X Years 💸 💳 Visa $V 🍎 Apple $AAPL 🏢 NVR Inc $NVR 🚗 Copart $CPRT 🤖 Fortinet $FTNT 🔩 Fastenal $FAST 💵 Paychex $PAYX 📐 Graco Inc $GGG 📈 MSCI Inc $MSCI 🚿 A O Smith $AOS 💵 Mastercard $MA ☁ Microsoft $MSFT 📲 Taiwan Semi $TSM ⚙ W W Grainger $GWW 💰Automatic Data $ADP 🖨 Lam Research $LRCX 🎥 Meta Platforms $META 🐶 Idexx Laboratories $IDXX 🫀 Edwards Lifesciences $EW 🚛 Old Dominion Freight $ODFL #stocks #investing"
X Link @DimitryNakhla 2024-07-14T13:38Z 15.6K followers, 25.2K engagements

"@DeepIceValue High-quality compounders are rarely cheap outside of broad market corrections. Most of the time they live in the land of GARP growth at a reasonable price"
X Link @DimitryNakhla 2025-10-11T15:20Z 15.5K followers, XXX engagements

"15 Quality Compounders With An Annual ROIC XX% For Last X Consecutive Years (Average) 💸 💳 Visa $V (30%) 🚘 Copart $CPRT (24%) 🏢 NVR Inc $NVR (39%) 🏦 Fair Isaac $FICO (44%) 💵 Mastercard $MA (52%) 📠 KLA Corp $KLAC (35%) ☁ Microsoft $MSFT (30%) 🤖 Taiwan Semi $TSM (25%) 🧬 Novo Nordisk $NVO (67%) 🖨 Lam Research $LRCX (36%) 🧾 Automatic Data $ADP (50%) ☀ ASML Holding $ASML (40%) 📸 Meta Platforms $META (27%) 💿 Applied Materials $AMAT (35%) 🚛 Old Dominion Freight $ODFL (34%)"
X Link @DimitryNakhla 2025-01-17T15:31Z 15.6K followers, 44.8K engagements

"Booking Holdings stock trades at 22x NTM EPS estimates with expected mid-teens earnings growth over the coming years $BKNG has also reduced its shares outstanding an impressive -XX% over the past XX years"
X Link @DimitryNakhla 2025-10-06T15:59Z 15.6K followers, 21.8K engagements

"Fair Isaac $FICO Q3 2025 Report 🗓 ✅ REV: $536M (+20% YoY) ✅ EPS: $XXXX (+37% YoY) 💵 FCF $276M (+34% YoY) 📊 Scores $324M (+34% YoY)"
X Link @DimitryNakhla 2025-07-30T20:23Z 15.6K followers, 8022 engagements

"15. Coinbase $COIN (Thu PM) 🗓 REV Est: $1.57B (+8.3%) 🗓 EPS Est: $XXXX (+7.5%) 💵 NTM P/E: 70x 47x avg 💵 NTM FCF Yield: XXX% XXX% avg Total subscription and services revenue growth has been impressive"
X Link @DimitryNakhla 2025-07-26T12:15Z 15.5K followers, 2111 engagements

"7. NVIDIA $NVDA +40%"
X Link @DimitryNakhla 2025-10-14T13:06Z 15.6K followers, XXX engagements

"10. KLA Corp $KLAC 📠 LTM P/E: 29.43x 3-Year EPS CAGR Estimate: XXXXX% PEG: 1.82"
X Link @DimitryNakhla 2025-03-05T12:33Z 15.5K followers, 3689 engagements

"5. Intuit $INTU +36%"
X Link @DimitryNakhla 2025-10-14T13:06Z 15.6K followers, XXX engagements

"Intercontinental Exchange has compounded its FCF at an impressive XXXX% CAGR over the last XX years 💸 Today $ICE entered correction territory down -XX% from its highs and now trades at a more than reasonable XXXX% FCF yield (NTM) 💵"
X Link @DimitryNakhla 2025-09-19T17:34Z 15.6K followers, 7975 engagements

"$FDS FactSet Research Systems is one of those steady compounders 📈📉 In the last XX years: Revenues CAGR +11.91% Growth in 20/20 years ✅ Net Income CAGR: +11.85% Growth in 18/20 years ✅ Dividends CAGR: +17.44% Growth in 20/20 years ✅ #stocks #investing"
X Link @DimitryNakhla 2024-05-06T19:38Z 15.6K followers, 5545 engagements

"A quality valuation analysis on $GOOG 🧘🏽♂ NTM P/E Ratio: 25.21x 10-Year Mean: 23.36x NTM FCF Yield: XXXX% 10-Year Mean: XXXX% As you can see $GOOG appears to be trading slightly below fair value on an earnings basis (FCF Yield not best metric due to ongoing heavy CapEx) Going forward investors can receive X% LESS in earnings per share & XX% LESS in FCF per share 🧠*** Before we get into valuation lets take a look at why $GOOG is a great business BALANCE SHEET✅ Cash & Short-Term Inv: $95.15B Long-Term Debt: $23.61B $GOOG has a strong balance sheet an AA+ S&P Credit Rating & 332x FFO Interest"
X Link @DimitryNakhla 2025-10-07T13:54Z 15.6K followers, 12.3K engagements

"$RACE CAGR potential assuming 2027 EPS estimate is met: 42x P/E: $483💵 XXXX% CAGR 40x P/E: $460💵 XXX% CAGR 38x P/E: $437💵 XXX% CAGR XX P/E: $414💵 XXX% CAGR 34x P/E: $391💵 XXX% CAGR *Assuming 2027 EPS Est of $XXXXX *Includes Dividend"
X Link @DimitryNakhla 2025-10-10T18:16Z 15.6K followers, 4924 engagements

"@SoJustFollowMe What makes $AMZN your favorite company in the world $MSFT a close second"
X Link @DimitryNakhla 2025-10-01T20:22Z 15.6K followers, XXX engagements

"Fair Isaac is well-positioned to capitalize on a potential mortgage rate refinancing surge 💵 $FICO"
X Link @DimitryNakhla 2025-10-08T18:53Z 15.6K followers, 10K engagements

"16. KLA Corp $KLAC (Thu PM) 🗓 REV Est: $3.08B (+19.8%) 🗓 EPS Est: $XXXX (+29.3%) 💵 NTM P/E: 27x 21x avg 💵 NTM FCF Yield: XXX% XXX% avg Services revenue constitutes XX% of $KLAC total revenue"
X Link @DimitryNakhla 2025-07-26T12:15Z 15.5K followers, 2023 engagements

": ✅ X. Dominos Pizza $DPZ 🍕 _______ : ✅ X. Texas Instruments $TXN 🧮 _______ : ✅ X. NVR Inc $NVR 🏠 _______ : ✅ X. VeriSign $VRSN _______ : ✅ X. Home Depot $HD 🔨 _______ : ✅ X. Zoetis $ZTS 🐩 X. Graco Inc $GGG 📏 X. Mastercard $MA 💳 X. Philip Morris $PM 🚬 XX. Lam Research $LRCX 🖥 XX. Veeva Systems $VEEV 👨🏽💻 XX. Colgate-Palmolive $CL 🧴 XX. Waters Corporation $WAT 🚾 _______ : ✅ XX. Hershey $HSY 🍫 XX. Amgen $AMGN 🧬 XX. MSCI Inc $MSCI 🏪 XX. KLA Corp $KLAC 💻 XX. Microsoft $MSFT XX. Alphabet $GOOG 👨🏽💻 XX. Yum Brands $YUM 🌮 XX. Factset Research $FDS 📈 XX. West Pharmaceutical $WST"
X Link @DimitryNakhla 2023-06-23T20:03Z 15.5K followers, 89K engagements

"2. TransDigm $TDG +34%"
X Link @DimitryNakhla 2025-10-14T13:06Z 15.6K followers, XXX engagements

"9. Fair Isaac $FICO +56%"
X Link @DimitryNakhla 2025-10-14T13:06Z 15.6K followers, XXX engagements

"4. Meta Platforms $META 📸 (2023) Multiple compression: 35x ➡ 9x Headlines: $META crashes due to weak holiday quarter & significantly more costs earnings misses questions about growth revenue projections less than X% Return since peak compression: +351%"
X Link @DimitryNakhla 2025-08-09T16:01Z 15.6K followers, 1552 engagements

"A quality valuation analysis on $TDG 🧘🏽♂ NTM P/E Ratio: 32.04x 3-Year Mean: 33.08x NTM FCF Yield: XXXX% 3-Year Mean: XXXX% As you can see $TDG appears to be trading near fair value Going forward investors can receive X% MORE in earnings per share & X% MORE in FCF per share🧠*** Before we get into valuation lets take a look at why $TDG is an good business BALANCE SHEET Cash & Short Term Inv: $2.81B Long-Term Debt: $24.00B $TDG has an ok balance sheet & 1.59x FFO Interest Coverage Ratio (though small its highest ratio in the past X years) RETURN ON CAPITAL➡✅ 2021: XXX% 2022: XXXX% 2023: 15.9%"
X Link @DimitryNakhla 2025-09-28T16:20Z 15.6K followers, 6991 engagements

"10 Quality Stocks Flying Under The Radar 💵 🖥 CDW Corp $CDW 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🗳 Broadridge Financial $BR 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🏦 Fair Isaac Corp $FICO 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🚾 Agilent Technologies $A 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🏢 NVR Inc $NVR 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🚿 A O Smith $AOS 5-Year EPS CAGR: XXX% LTM ROIC: XXXX% 📈 FactSet Research $FDS 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🪫 Amphenol $APH 5-Year EPS CAGR: XXX% LTM ROIC: XXXX% 🏥 Medpace $MEDP 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🏊🏼♂ Pool Corp"
X Link @DimitryNakhla 2024-05-07T15:13Z 15.6K followers, 12.1K engagements

"2. MSCI Inc $MSCI 🌐 Current Drawdown: -XX% NTM P/E: 32x PEG: 2.88"
X Link @DimitryNakhla 2025-07-17T12:31Z 15.5K followers, 2243 engagements

"@SoJustFollowMe I view $RACE as a high-quality business yet its 35x40x multiple paired with high single-digit to low-teens growth gives me pause More attractive risk/reward opportunities exist elsewhere especially where returns rely less on elevated multiples relative to growth"
X Link @DimitryNakhla 2025-10-10T18:27Z 15.6K followers, XXX engagements

"TransDigm in its largest drawdown since 2022 & trades for a XXX% Forward FCF Yield $TDG 🛩"
X Link @DimitryNakhla 2025-09-05T22:21Z 15.6K followers, 5418 engagements

"8 Quality Stocks with Annual Double-Digit EPS Growth Over the Past 5-Years 5-Year EPS CAGR X. Microsoft $MSFT +18% ☁ X. Copart $CPRT +19% 🚘 X. MSCI Inc $MSCI +19% 🌐 X. Intuit $INTU +20% 🗂 X. Cadence Design $CDNS +22% 💾 X. Synopsys $SNPS +24% 👾 X. Veeva Systems $VEEV +25% 🖥 X. Fair Isaac $FICO +26% 🏦"
X Link @DimitryNakhla 2025-07-01T15:05Z 15.6K followers, 10.7K engagements

"$MELI is +44% YTD and still trades cheaper than it did at the start of the year 🤝"
X Link @DimitryNakhla 2025-09-29T14:14Z 15.5K followers, 32.2K engagements

"@Pettichien Heightened competition from RB Global $RBA especially post-IAA acquisition may lead to a gradual softening of the competitive moat"
X Link @DimitryNakhla 2025-10-13T12:39Z 15.6K followers, 2008 engagements

"8. ASML Holding $ASML +47%"
X Link @DimitryNakhla 2025-10-14T13:06Z 15.6K followers, XXX engagements

"Fair Isaac $FICO Q3 2025 Report Estimates🗓 REV: $515.39M (+15% YoY) EPS: $XXXX (+23% YoY) Q3 2024 & FY Segments & KPIs 👇🏽 (FiscalAI)"
X Link @DimitryNakhla 2025-07-30T16:29Z 15.6K followers, 11.6K engagements

"9. Apple $AAPL 📱 Share Reduction: -XX% EPS Boost: +19% EPS CAGR: +15%"
X Link @DimitryNakhla 2025-07-15T16:32Z 15.5K followers, 2280 engagements

"ASML Holding $ASML is set to report Q3 2025 earnings in less than X hours 🗓 REV est: 7.74B (+4% YoY) EPS est: XXXX (+2% YoY)"
X Link @DimitryNakhla 2025-10-14T20:53Z 15.6K followers, 4486 engagements

"1. S&P Global $SPGI +33%"
X Link @DimitryNakhla 2025-10-14T13:06Z 15.6K followers, XXX engagements

"Booking Holdings $BKNG is up +13% year-to-date yet its stock multiple compressed -X% compared to the start of 2025💰 While $BKNG trades at 23.26x NTM estimates its EPS CAGR is projected at an impressive XXXXX% from 2025-2028"
X Link @DimitryNakhla 2025-09-16T09:44Z 15.6K followers, 7849 engagements

"Booking Holdings $BKNG Q2 2025 Report 🗓 ✅ REV: $6.8B vs $6.6B est (+16% YoY) ✅ EPS: $XXXXX vs $XXXXX est (+32% YoY) 💵 FCF $3.1B (+32% YoY)"
X Link @DimitryNakhla 2025-07-29T20:17Z 15.5K followers, 6218 engagements

"@PrinceOfGoodT Haha its always good to err on the side of caution This creates a nice cushion / margin of safetyI believe $CPRT may face challenges sustaining low-teens growth over the next few years but I believe a steady X% - XX% CAGR is within reach for the next 2-3 years"
X Link @DimitryNakhla 2025-10-13T15:40Z 15.6K followers, XXX engagements

"Though Intuitive Surgical stock is down XX% from its highs it still trades at a lofty 52x NTM EPS Yes $ISRG is a wonderful business Yet its current valuation given growth estimates & looming competition from $JNJ Ottava offers little margin of safety for investors today"
X Link @DimitryNakhla 2025-09-24T19:58Z 15.6K followers, 9521 engagements