@EugeneNg Eugene Ng

Eugene Ng posts on X about market, stocks, investment, ai the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

[--] Week [------] -50%
[--] Month [-------] -26%
[--] Months [---------] +100%
[--] Year [---------] -54%

Mentions: [--] #

[--] Week [--] +16%
[--] Month [--] +6%
[--] Months [---] +22%
[--] Year [---] -19%

Followers: [------] #

[--] Week [------] +0.02%
[--] Month [------] +0.64%
[--] Months [------] +6.30%
[--] Year [------] +13%

CreatorRank: [---------] #

Social Influence

Social category influence stocks 35.1% finance 25.96% technology brands 16.35% countries 6.73% financial services 1.92% automotive brands 1.92% currencies 0.96% luxury brands 0.96% exchanges 0.48% products 0.48%

Social topic influence market 12.02%, stocks 9.13%, investment 7.21%, ai 6.25%, data 6.25%, longterm 4.81%, $googl 4.81%, more than 3.85%, berkshire hathaway 3.85%, talk 3.85%

Top accounts mentioned or mentioned by @mjmauboussin @mohnishpabrai @chatgptapp @perplexityai @gmail @googlechrome @flyemigrates @ryandetrick @iancassel @rihardjarc @bg2pod @borrowedideas @realroseceline @fiscalai @frameworkwisely @mhansensdca @steadycompound

Top assets mentioned Alphabet Inc Class A (GOOGL) Berkshire Hathaway Inc. (BRK.A) Paycom Software Inc (PAYC) Mastercard, Inc. (MA) Alibaba Group (BABA) MercadoLibre Inc (MELI) Cloudflare, Inc. (NET) AppLovin Corporation (APP) Sea Limited (SE) Coca-Cola Co (KO) Spotify Technology (SPOT) Markel, Corp. (MKL) Arm Holdings plc (ARM)

Top Social Posts

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

"Adyen $ADYEY 2H25 Earnings - Non-Interest Rev 1.4b +18% 🟢 - Rev 1.3b +17% 🟢 (+21% 🟢FXN) - EBITDA 702m +23% 🟢 margin 55.2% +268 bps ✅ - EBIT 627m +22% 🟢 margin 49.4% +188 bps ✅ - Net Inc 578m +11% 🟡 margin 45.5% [----] bps 🔴 - FCF 607m +22% 🟢 margin 47.8% +165 bps ✅ Revenue by Geography - EMEA 730m +17% 🟢 - NA 342m +17% 🟢 - APAC 125m +14% 🟡 - LATAM 74m +34% 🟢 Processed Volume by Segment - Digital Processed +11% 🟡(excluding PayPal) - Digital Processed 380b -1% 🟡(including PayPal) - Unified Commerce 252b +30% 🟢 (31% on POS from 25%) - Platforms 113b +28% 🟢(+54% ex-eBay) Revenue by"
X Link 2026-02-14T04:49Z 26.3K followers, [----] engagements

"Pro Medicus $PME 1H26 Earnings - Rev A$125m +28% 🟢 - EBIT A$91m +30% 🟢 margin 72.7% +71 bps ✅ - Net Inc A$171m +231% 🟢 margin 137.2% +8398 bps ✅ Rev by Segment - PACS Rev $117m +30% 🟢 - RIS Rev $8m +5% 🟡 - NA Rev $113m +31% 🟢 - AU Rev $9m +4% 🟡 - EU Rev $3m +40% 🟢 - Exam/License Rev* $91m +21% 🟢 - Support/Baseline Rev* $15m +23% 🟢 - Professional Svcs Rev* $6m +21% 🟢 - Archive Data Migration Rev $13m +154% 🟢 - Recurring Rev* $112m +22% 🟢 (90% total) Biz Metrics - Completed [--] cloud-based implementations - Won [--] new contracts A$280m - Forward revenue A$1.08b / [--] years - Dec-2025"
X Link 2026-02-12T15:15Z 26.3K followers, [----] engagements

"US companies' software spending by type: pre-packaged and custom have grown over the last [--] years while self-built declined to under 20%. While it is easier to code it remains to be seen if companies will choose to focus their engineering calories on coding core systems rather than adding value to their customers"
X Link 2026-02-14T13:26Z 26.3K followers, [----] engagements

"' . "Coke does not have a taste memory". In other words the taste of Coke doesnt accumulate in your mouth. This is what makes it easy for some people to have 345+ Cokes each day. They never tire of it because there is no taste residue. Orange or grape soda accumulates and you get sick of it. Same thing with chocolate. There is no diminishing marginal utility of taste for Coke. He doesnt believe there has ever been a word written about this phenomenon.""
X Link 2023-04-29T10:07Z 26.3K followers, 3.1M engagements

"Airlines having low ROIC and high volatility of returns. And thats why we dont like airline businesses. Freight forwarders on the other hand look interesting high returns and low volatility of returns. Any good ones"
X Link 2023-12-10T01:44Z 26.3K followers, 40.3K engagements

"Three tables/charts that caught my attention in Michael Mauboussins @mjmauboussin latest piece Valuation Multiples What They Miss Why They Differ and the Link to Fundamentals [--] For the same EBITDA companies with lower DA higher EBIT should have higher EV/EBITDA valuation multiples Depreciation & amortisation (DA) is a proxy for maintenance CAPEX that a business requires to sustain its business. For two firms with the same EBITDA the one with a higher EBIT (lower DA) will more FCF and thus should have a higher EV/EBITDA multiple. Notably certain sectors that we tend to prefer investing in also"
X Link 2024-04-27T13:07Z 26.3K followers, 42.9K engagements

"I am thrilled to announce the launch of Vision Capital Fund which has been in the making for over seven years. We are focused on growing wealth for generations by delivering outstanding long-term investment returns from investing in exceptional companies that best reflect our vision for our future. Website: Press Release: Day One Investor Letter: https://tinyurl.com/VCFDayOne https://tinyurl.com/VCFpressrelease https://visioncapitalfund.co/ https://tinyurl.com/VCFDayOne https://tinyurl.com/VCFpressrelease https://visioncapitalfund.co/"
X Link 2024-10-01T22:33Z 26.3K followers, 56.8K engagements

"Visa (50%) Mastercard (23%) and Amex (19%) share of US credit card by purchase volume"
X Link 2024-10-20T04:09Z 26.3K followers, 70.1K engagements

"Amazon having 76% of US retail media digital ad spend"
X Link 2024-12-03T22:09Z 26.3K followers, 51.2K engagements

"Pro Medicus $PME 1H25 Earnings - Rev A$101m +32% 🟢 - GP A$101m +32% 🟢 margin 100% +7 bps ✅ - EBIT A$73m +46% 🟢 margin 73% +692 bps ✅ - Net Inc A$52m +43% 🟢 margin 51% +381 bps ✅ - OCF A$49m +68% 🟢 margin 48% +1032 bps ✅ - FCF A$45m +76% 🟢 margin 44% +1100 bps ✅ By Geography - NA (RIS) A$86m +35% 🟢 - AU (RIS) A$8m +7% 🟡 - EU (PACS) A$2m +1% ➡🟡 By Product/Segment - Visage 7/PACS A$89m +34% 🟢 - RIS A$8m +7% 🟡 By Recurring Revenue - Exam/License Rev A$75m +32% 🟢 - Support/Baseline Rev A$12m +13% 🟡 - Professional Svcs Rev A$5m +37% 🟢 - Archive Data Migration Rev A$5m +70% 🟢 Biz"
X Link 2025-02-13T08:08Z 26.3K followers, [----] engagements

"Sharing my favourite [--] highlights of TCIs Chris Hohn interview by Nikolai Tangen of Norges Bank that resonated with me. It was the first time I had watched/heard Chris Hohn speak and I realised we had numerous similarities. This reminded me of a comment that I received recently: that he found my investing approach very similar to TCI / Chris Hohn and I finally understood what he meant. [--] A good investment is persistent and durable growth supported by strong moats Let's start with the investment world. What makes a good investment I think this is something a lot of people get wrong. They"
X Link 2025-05-19T21:23Z 26.3K followers, 124.3K engagements

"MercadoLibre $MELI 3Q25 Earnings - Rev $7.4b +39% 🟢 - GP $3.2b +32% 🟢 margin 43% [----] bps 🔴 - Adj EBITDA $933m +31% 🟢 margin 13% [---] bps 🔴 - EBIT $724m +30% 🟢 margin 10% [---] bps 🔴 - Net Inc $421m +6% 🟡 margin 6% [----] bps 🔴 - FCF $206m -- 🟢 margin 3% +280 bps ✅ Revenue by Segment - Svc Rev $6.5b +36% 🟢 - Pdt Rev $933m +69% 🟢 - Commerce Rev $4.2b +33% 🟢 - Commerce (Svc) Rev $3.3b +25% 🟢 - Commerce (Pdt) Rev $0.9b +70% 🟢 - Fintech Rev $3.2b +49% 🟢 - Fintech (fin svcs) Rev $1.7b +85% 🟢 - Fintech (credit) Rev $1.5b +23% 🟢 Revenue / Direct Contribution by Geography - BR Rev $4.1b"
X Link 2025-10-30T13:47Z 26.3K followers, [----] engagements

"Paycom Software $PAYC 3Q25 Earnings - Rev $493m +9% 🟡 - GP $408m +12% 🟡 margin 83% +225 bps ✅ - Adj EBITDA $194m +13% 🟡 margin 39% +148 bps ✅ - EBIT $113m +7% 🟡 margin 23% [---] bps 🔴 - NG Net Inc $110m +17% 🟢 margin 22% +155 bps ✅ - Net Inc $111m +51% 🟢 margin 22% +622 bps ✅ - OCF $178m +92% 🟢 margin 36% +1551 bps ✅ - FCF $80m +79% 🟢 margin 16% +631 bps ✅ Biz Metrics - Recurring Rev $467m +11% 🟡 - Interest Rev $27m -11% 🔴 FY25 Mgmt Guide - Rev $2.055bn +9% 🟡(same) - Recurring Rev +10% 🟡 (same) - Adj EBITDA $882m 43% margins (same) [--] Q3 saw recurring revenue +11% and profit margin"
X Link 2025-11-06T11:31Z 26.3K followers, [----] engagements

"A chart from Schroders that says it best on the YTD speculative excess in the US stock markets"
X Link 2025-12-08T05:57Z 26.3K followers, 10.7K engagements

"Interesting chart from Schroders showing that there are more NASDAQ tech companies with no revenues and are loss-making than ever"
X Link 2025-12-08T06:06Z 26.3K followers, [----] engagements

"Sea Limiteds SPX Express and J&T Express continue to gain logistics market share (by parcel volume) in Southeast Asia (SEA) to 27.7% and 32.8% in H1 2025"
X Link 2026-01-10T08:33Z 26.3K followers, [----] engagements

"Arista Networks' Jayshree Ullal on whether this AI infrastructure buildout is a bubble (In Good Company Podcast) - The time aspect is shrinking. Happening faster rather than slowly and steadily. - The scale aspect is exploding in magnitude. - Not build it and they come but build it because they see demand. - Building by responsible companies in 3-5 year factors rather than in 1-year factors. - See it as more of a megatrend than a bubble. - Overbuilding is more difficult because there are power and capacity constraints and it takes time to build."
X Link 2026-01-16T23:14Z 26.3K followers, [----] engagements

"Palantir $PLTR 4Q25 Earnings - Rev $1.4b +70% 🟢 - GP $1.2b +82% 🟢 margin 84.6% +574 bps ✅ - Adj EBITDA $805m +112% 🟢 margin 57.3% +1139 bps ✅ - NG EBIT $798m +114% 🟢 margin 56.8% +1174 bps ✅ - EBIT $575m +5110% 🟢 margin 40.9% +3957 bps ✅ - NG Net Inc $648m +89% 🟢 margin 46.1% +474 bps ✅ - Net Inc $612m +695% 🟢 margin 43.5% +3418 bps ✅ - OCF $777m +69% 🟢 margin 55.3% [---] bps 🔴 - FCF $764m +67% 🟢 margin 54.3% [---] bps 🔴 Palantir FY25 Earnings - Rev $4.5b +56% 🟢 - GP $3.7b +60% 🟢 margin 82.4% +212 bps ✅ - Adj EBITDA $2.3b +97% 🟢 margin 51.0% +1048 bps ✅ - NG EBIT $2.3b +100% 🟢"
X Link 2026-02-03T06:10Z 26.3K followers, [----] engagements

"The market is pricing in an apocalypse. The reality is more nuanced. SaaS software stocks have declined significantly since Oct [----] amid broader concerns that software is in decline disrupted http://x.com/i/article/2019339475621670913 http://x.com/i/article/2019339475621670913"
X Link 2026-02-05T09:23Z 26.3K followers, 37.8K engagements

"PayPal $PYPL 4Q25 Earnings - Rev $8.7b +4% 🟡 - EBIT $1.5b +5% 🟡 margin 17.4% +19 bps ✅ - NG Net Inc $1.2b -4% 🔴 margin 13.3% [----] bps 🔴 - Net Inc $1.4b +28% 🟢 margin 16.6% +316 bps ✅ - OCF $2.4b -0% ➡🟠 margin 27.5% [----] bps 🔴 - FCF $2.2b -0% ➡🟠 margin 25.2% [---] bps 🔴 Rev by Segment & Geography - Transaction Rev $7.8b +3% 🟡 - OVAS Rev $0.9b +10% 🟡 - US Rev $4.9b +4% 🟡 - International Rev $3.7b +3% ➡🟠 Biz Metrics - Transaction Rev $7.8b +3% 🟡 - VAS Rev $857m +10% 🟡 - US Rev $4.9b +4% 🟡 - International Rev $3.7b +3% ➡🟠 - Active Accts 439m +1% ➡🟠 - Monthly Active Accts (MAA)"
X Link 2026-02-05T22:22Z 26.3K followers, [----] engagements

"🔴 PayPals TPV growth has slowed to low single digits 🔴 PayPals Take Rate continues to decline 🔴 PayPals revenue growth has slowed to low single digits https://twitter.com/i/web/status/2019537131363000671 https://twitter.com/i/web/status/2019537131363000671"
X Link 2026-02-05T22:22Z 26.3K followers, [---] engagements

"Amazon $AMZN 4Q25 Earnings - Rev $213.4b +14% 🟡 - GP $103.4b +16% 🟢 margin 48.5% +113 bps ✅ - EBIT $25b +18% 🟢 margin 11.7% +41 bps ✅ - Net Inc $21.2b +6% 🟡 margin 9.9% [---] bps 🔴 - OCF $54.5b +19% 🟢 margin 25.5% +122 bps ✅ - FCF $16b -18% 🔴 margin 7.5% [----] bps 🔴 Revenue by Segment - Online Stores $83b +10% 🟡 - Physical Stores $5.9b +5% 🟡 - 3P Seller Services $52.8b +11% 🟡 (61% unit mix) - Advertising $21.3b +23% 🟢 - Subscription $13.1b +14% 🟡 - AWS $35.6b +24% 🟢 - Other $1.7b +7% 🟡 Biz Metrics - AWS ARR $142bn +24% 🟢 - Graviton and Trainium ARR $10bn 🟢 - Backlog $244bn +40%"
X Link 2026-02-06T08:23Z 26.3K followers, [----] engagements

"@realroseceline Yeah my biggest issue with Atlassian $TEAM is that at this scale they should at least be more GAAP profitable and start to scale down that stubbornly high SBC"
X Link 2026-02-07T05:32Z 26.3K followers, [----] engagements

"Blaming "weak macro". Starting to notice orange/red flags every time management of growth companies blame decelerating growth on "weak macro" rather than address the shortfalls of their product or sales execution head-on. Macro is the favourite hiding place of mediocre management. When times are good management takes full credit. When growth slows suddenly it's the "weaker macro environment" even when competitors are still accelerating. The "weak macro" excuse falls apart. When everyone blames the weather bet on the team building a better umbrella"
X Link 2026-02-10T04:08Z 26.3K followers, [----] engagements

"Spotify $SPOT 4Q25 Earnings - Rev 4.5b +7% 🟡 - GP 1.5b +10% 🟡 margin 33.1% +83 bps ✅ - EBIT 701m +47% 🟢 margin 15.5% +423 bps ✅ - Net Inc 1.2b +220% 🟢 margin 25.9% +1726 bps ✅ - OCF 856m -3% 🔴 margin 18.9% [----] bps 🔴 - FCF 834m -5% 🔴 margin 18.4% [----] bps 🔴 Premium - Rev 4.0b +8% 🟡 - GP 1.4b +9% 🟡 margin 34.8% +10 bps ✅ Ad-Supported - Rev 518m -4% 🔴 - GP 101m +25% 🟢 margin 19.5% +441 bps ✅ Biz Metrics - MAU 751m +11% 🟡 - Premium Subs 290m +10% 🟡 - Ad-Supported Subs 476m +12% 🟡 FY25 Earnings - Rev $17.2b +10% 🟡 - GP $5.5b +16% 🟢 margin 32.0% +184 bps ✅ - EBIT $3.3b -2% 🔴"
X Link 2026-02-11T08:13Z 26.3K followers, [----] engagements

"Cloudflare $NET 4Q25 Earnings - Rev $615m +34% 🟢 - GP $453m +29% 🟢 margin 73.6% [----] bps 🔴 - NG EBIT $90m +33% 🟢 margin 14.6% [---] bps 🔴 - EBIT -$49m margin -8.0% [---] bps 🔴 - NG Net Inc $107m +55% 🟢 margin 17.4% +242 bps ✅ - Net Inc -$12m margin -2.0% +83 bps ✅ - OCF $190m +50% 🟢 margin 31.0% +331 bps ✅ - FCF $99m +108% 🟢 margin 16.2% +580 bps ✅ Biz Metrics - Paying Customers 332K +40% 🟢 - Cust $100K [----] +23% 🟢 (73% revenue) - Cust $500K $634 +35% 🟢 - Cust $1M [---] +55% 🟢 - Net Retention 120% 🟢 (from 119%) - Net ACV +50% 🟢 - RPO $2.5b +48% 🟢 - cRPO $1.6b +34% 🟢 - US +31% 🟢"
X Link 2026-02-11T09:58Z 26.3K followers, [----] engagements

"Brookfield expects total AI data center capacity to increase more than 10X from [----] to [----] from [--] GW to [--] GW driven primarily by AI inference relative to AI training"
X Link 2025-09-13T23:54Z 26.3K followers, 244.4K engagements

"The best work is hard work you love for good people done for a long time"
X Link 2026-02-03T04:50Z 26.3K followers, [----] engagements

"Dont listen to anyone and do what you love and make your favorite things. Be the audience. Make the thing for you not the audience. You can't make something great with someone else in mind. - Rick Rubin"
X Link 2026-02-04T00:19Z 26.3K followers, [----] engagements

"Interesting chart from Iconiq State of AI (Jan 2026): AI builders (69%) are most focused on building vertical AI applications up from 59% two quarters ago. This is now much higher relative to horizontal platforms platforms/infrastructure models and consumer AI"
X Link 2026-02-05T07:42Z 26.3K followers, [----] engagements

"The US (S&P 500) has a higher share (53%) of more profitable companies (15% ROE) than Europe (STOXX 600) at 42% and Japan (TOPIX 500) at 20%"
X Link 2026-02-07T09:36Z 26.3K followers, [----] engagements

"FCF margins of the [--] largest US stocks over the last [--] years"
X Link 2025-01-01T23:05Z 26.3K followers, 238.2K engagements

"Loving the new metric template feature from @fiscal_ai One of my favourite quotes: "Where revenues earnings and free cash flows go the stock price eventually follows." Add: Revenue GP EBIT Net Income OCF FCF and Market Cap (bar charts) change to TTM and toggle different axes for market cap (line chart). Alphabet grew revenues profits and FCF between 16-23% CAGR over the last 10+ years and its market cap grew at a 22%+ CAGR. is my go-to platform for quickly graphing company KPIs. Here's a 15% discount code for those interested: https://fiscal.ai/via=eugene http://Fiscal.ai"
X Link 2026-02-01T14:55Z 26.3K followers, [----] engagements

"Choosing to do things inefficiently. We want things fast cheap and efficient. For standardized work that makes sense. But not for understanding. Not for creation. Don't rush to research read listen think write and create. And certainly don't outsource it all to AI. Being too efficient might get you to the wrong place faster. The best work cannot be rushed. Embracing inefficiency separates those who fold from those who hold"
X Link 2026-02-02T14:51Z 26.3K followers, [----] engagements

"The easiest time to raise capital is during rallies when returns are strong and investors chase performance. The best time to raise capital is during selloffs when investors are fearful. The best capital chases drawdowns not rallies. The worst capital chases rallies and flees during drawdowns"
X Link 2026-02-10T02:31Z 26.3K followers, [----] engagements

"Paycom Software $PAYC 4Q25 Earnings - Rev $544m +10% 🟡 - Recurring Rev $517m +11% 🟡 - GP $457m +11% 🟡 margin 83.9% +80 bps ✅ - Adj EBITDA $236m +10% 🟡 margin 43.4% [---] bps 🔴 - EBIT $157m +6% 🟡 margin 28.9% [----] bps 🔴 - NG Net Inc $135m +4% 🟡 margin 24.7% [----] bps 🔴 - Net Inc $114m +0% ➡🟠 margin 20.9% [----] bps 🔴 - OCF $196m +22% 🟢 margin 36.0% +355 bps ✅ - FCF $118m +13% 🟡 margin 21.7% +51 bps ✅ FY25 Earnings - Rev $2.1b +9% 🟡 - Recurring Rev $1.8b +10% 🟡 - GP $1.7b +10% 🟡 margin 83.2% +93 bps ✅ - Adj EBITDA $882m +14% 🟡 margin 43.0% +183 bps ✅ - EBIT $567m -11% 🔴 margin"
X Link 2026-02-14T06:25Z 26.3K followers, [----] engagements

"Shopify $SHOP 4Q25 Earnings - Rev $3.7b +31% 🟢 - GP $1.7b +25% 🟢 margin 46.1% [----] bps 🔴 - NG EBIT $760m +30% 🟢 margin 20.7% [---] bps 🔴 - EBIT $631m +36% 🟢 margin 17.2% +65 bps ✅ - NG Net Inc $633m +10% 🟡 margin 17.2% [----] bps 🔴 - Adj* Net Inc $594m +30% 🟢 margin 16.2% [---] bps 🔴 - Net Inc $743m -43% 🔴 margin 20.2% [-----] bps 🔴 - OCF $725m +18% 🟢 margin 19.7% [----] bps 🔴 - FCF $715m +17% 🟢 margin 19.5% [----] bps 🔴 Subscription - Rev $777m +17% 🟢 - GP $629m +18% 🟢 margin 81.0% +107 bps ✅ Merchant Solutions - Rev $2.9b +35% 🟢 - GP $1.1b +30% 🟢 margin 36.8% [----] bps 🔴 Biz Metrics"
X Link 2026-02-12T08:52Z 26.3K followers, [----] engagements

"A sectors market cap share is directly linked to its share of profits generated over time"
X Link 2026-02-15T14:54Z 26.3K followers, [----] engagements

"@FrameworkWisely But AppLovin $APP is much more an adtech company than an enterprise SaaS company. Would the comparison not be appropriate here"
X Link 2026-02-17T10:04Z 26.3K followers, [---] engagements

"Warren Buffet writing about GEICO back in December [----] - The Security I Like Best: 1) It was growing very rapidly and reinvesting. 2) It was profitable and much more than its peers. 3) It was cheap 8X PE on [----] depressed earnings. 4) High Insider Ownership: 33%"
X Link 2023-04-15T09:49Z 26.3K followers, 30.9K engagements

"Charlie Munger on Physics. So people want to find some formula. It's what I call "physics envy." These people want the world to be like physics. But the world isn't like physics outside of physics. And that false precision just does nothing but get you in trouble"
X Link 2023-04-16T00:00Z 26.3K followers, 66.2K engagements

"@flyemigrates Interestingly the book was published in [----] This was from a [----] interview"
X Link 2023-04-29T13:25Z 26.3K followers, 116.9K engagements

"Sharing my latest article - "Berkshire Hathaway - The Worlds Greatest Serial Acquirer of Businesses". $BRK What became apparent was that Buffett and Munger with Berkshire were not just great investors but also great serial acquirers. Sharing the flywheel of Berkshire. Enjoy"
X Link 2023-04-30T10:12Z 26.3K followers, 184.2K engagements

"MercardoLibre $MELI 1Q23 Earnings - Rev $3.0b +35% +58% FXN 🟢 - GP $1.5b +43% margin 51% +284 bps ✅ - Adj EBITDA $466m +109% 🚀 margin 15% +542 bps ✅ - NG EBIT $340m +145% 🚀 margin 11% +501 bps ✅ - NG Net Inc $201m +209% 🚀 margin 7% +373 bps ✅ - OCF $859m margin 28% +3865 bps ✅ - FCF $770m margin 25% +4181 bps ✅"
X Link 2023-05-04T04:40Z 26.3K followers, 66K engagements

"Berkshire Hathaway [----] AGM"
X Link 2023-05-06T15:45Z 26.3K followers, 145.5K engagements

"Sharing my [--] key takeaways from attending Markels [----] Brunch in Omaha $MKL with Tom Gayner and the management team: . Treasuries govies agencies highly rated. Disciplined in matching asset vs liabilities. Accounting leads to true distortion. Have to MTM the bond portfolio but dont do so against the values. Accounting only accounts for MTM of bond portfolio but not for insurance claims. [--] years old and wants work indefinitely not work [--] years and then run for President. Yes for Markel but will be a path of evolution. Already happening at Markel. Happened when Berkshire bought"
X Link 2023-05-08T00:21Z 26.3K followers, 97K engagements

". In investment management today everybody wants not only to win but to . Well that is a . That's the equivalent in investment management to the custom of binding the feet of the Chinese women. It's the equivalent of what Nietzsche meant when he criticized the man who had a lame leg and was proud of it. That is really hobbling yourself. Now investment managers would say "We have to be that way. That's how we're measured." And they may be right in terms of the way the business is now constructed. But from the viewpoint of a rational consumer ' "" . ➡ . "
X Link 2023-05-19T23:22Z 26.3K followers, 361.3K engagements

". In this world I think we have two kinds of knowledge: One is Planck knowledge that of the people who really know. They've paid the dues they have the aptitude. Then we've got chauffeur knowledge. They have learned to prattle the talk. They may have a big head of hair. They often have fine timbre in their voices. They make a big impression. But in the end what they've got is chauffeur knowledge masquerading as real knowledge. Important to differentiate"
X Link 2023-05-28T22:50Z 26.3K followers, 93.2K engagements

"@mjmauboussin . ➡ What happens if an investor bought stocks in each of the highest to lowest ROIC quintiles (beginining) and held them for three years and if ROICs got better or worse (ending). 1) 🟢 🟡 2) 🟡🔴 🟡 🔴 3) 🔴 ➡ Interestingly the observations align with my own investing framework and thought process as well. I also tend to prefer to invest in faster and durably growing rapidly improving ROIC (profit/FCF margins) than that of slower growth higher ROIC (profit/FCF margins). Still have the latter in the portfolio but the allocations are significantly lower versus"
X Link 2023-06-06T23:28Z 26.3K followers, 346.2K engagements

"This chart of ROIC-WACC spread through the corporate life cycle by @mjmauboussin makes me think a lot. It is more important to think about how much a company can expand its ROIC-WACC spread through its competitive advantage to its terminal rate and if it can keep reinvesting and growing durably for a long time. Already high ROIC is good but it is also a function of a companys life cycle. If it is still reinvesting a lot and growing well one should keep holding on for as long as you can and let the winners run hopefully at not too ridiculous valuations. If a maturing high ROIC company cant"
X Link 2023-06-12T23:11Z 26.3K followers, 248.3K engagements

"Sea Limiteds $SE Shopee is the top e-commerce in Southeast Asia (SEA) with US$47.9bn of total US$99.5bn e-commerce GMV (from top [--] platforms) with 48% market share and is No. [--] across all SEA countries. Alibabas $BABA Lazada is 2nd at US$20.1bn with 20% market share. - Momentum Works"
X Link 2023-06-14T23:51Z 26.3K followers, 97.3K engagements

"Arm Holdings $ARM insanely profitable 96% Gross profit margins 25% Operating profit margins 20% Net Income margins 28% OCF margins 23% FCF margin margins But🧐"
X Link 2023-08-22T12:16Z 26.3K followers, 249.8K engagements

"Present value vs Future value. When I first learnt about investing it was what price one could pay now versus the present value for a businesses by discounting all its expected future free cash flows and to determine if it was cheap or expensive and if it made sense to invest. But doing this will not allow me to invest in strongly growing companies that are very profitable because they are seemingly always expensive by traditional measures. Thus I had to do a [---] change of my valuation approach entirely. What I immediately come to realise that what few do and what I have since been doing"
X Link 2023-09-24T00:56Z 26.3K followers, 121.8K engagements

"So beautiful from Charlie Munger: It's so simple: you spend less than you earn. Invest shrewdly. Avoid toxic people and toxic activities. Try to keep learning all your life. And do a lot of deferred gratification. If you do all those things you are almost certain to succeed. And if you don't you'll need a lot of luck. And you don't want to need a lot of luck. You want to go into a game where you're very likely to win without having any unusual luck.""
X Link 2023-10-22T12:47Z 26.3K followers, 60.7K engagements

"24 takeaways from one of the worlds best investor few heard of - Shelby Cullom Davis (23% CAGR over [--] years) via The Davis Dynasty and many more [--] He started fairly late and did it all with his own capital Shelby Davis quits at age [--] in [----] with $50000 seed capital from his wife Kathryn Wasserman and turned $50k into $900m over [--] years at 23% CAGR. It is far better to start late than not at all and more importantly to do it well over long periods of time. [--] He invested for the long term. He never lost faith in Edgar Lawrence Smith's credo that stocks pay off in the long run. He is in the"
X Link 2023-11-12T04:44Z 26.3K followers, 82.2K engagements

"Charlie Mungers biggest takeaway from William Greens book Richer Wiser Happier - a lot of the mentioned great investors got divorced. A deep reminder that as much as we tend to be high focused and consumed with our work and that it demands up to be unemotional with our decisions. We need to flip this switch off when it comes back to our love ones. Its the abundant life and in moderation to be able to really savor life that matters. In honor of #CharlieMunger I recorded a special episode of the #RicherWiserHappier podcast. It features stories of my interactions with him along with wonderful"
X Link 2023-12-11T02:06Z 26.3K followers, 50.5K engagements

"Volatility is the toll we pay and have to endure to invest in stocks. Frequency of S&P [---] declines (1928-2023) 3% decline - [--] times a year 5% decline - [--] times a year 10% decline - [--] time a year 15% decline - Once every [--] years 20% decline - Once every 3-4 years Chart from @RyanDetrick"
X Link 2024-01-07T23:07Z 26.3K followers, 57.6K engagements

"Sharing [--] interesting charts on China over the last [--] years and some thoughts: 1) Chinas GDP grew 30X from [----] to [----] 2) But Chinas stock market (proxied by MSCI China) went nowhere and is actually lower than before 3) Thats because MSCI Chinas Earnings per Share (EPS) too almost went nowhere 4) No surprise MSCI Chinas PE multiples seem really cheap [--] and probably for good reason. Thoughts: 1) The stock market is not the economy. Does not mean that the economy does well the stock market will do well. Stocks follow fundamentals. 2) Better to be a long-term bottom-up stock investor than a"
X Link 2024-01-21T08:19Z 26.3K followers, 51.9K engagements

"Excellent article from Michael Mauboussin @mjmauboussin as always on Increasing Returns Identifying Forms of Increasing Returns and What Drives Them As we shift from more tangible to intangible assets/investments the way we think about intangibles in important: [--] Intangibles can scale faster but are also harder to predict. [--] Intangibles can lead to a faster rate of innovation but are subject to faster obsolescence. My own additional key takeaways on intangibles with respect to investing: [--] When winners win they tend to keep winning and can win really big they can end up taking most (market"
X Link 2024-02-04T00:25Z 26.3K followers, 49.5K engagements

"Alibaba's $BABA rapidly declining market in China thus far and is expected to decline even more still in the coming years"
X Link 2024-02-13T06:41Z 26.3K followers, 69.1K engagements

"Luxury brands"
X Link 2024-02-21T22:19Z 26.3K followers, 26.5K engagements

"Warren Buffets Berkshire Hathaway investment in the [--] Japanese commodity companies is a master class in carry-trade structuring 🏆🏆 Berkshire Hathaway needed to fund the JPY-denominated stock investments of the [--] large Japanese commodity trading companies Itochu Marubeni Mitsubishi Mitsui and Sumitomo. Likely wanting to reduce any FX exposure to the JPY and not incur JPY depreciation due to the low JPY interest rate environment Berkshire borrowed JPY 1.3T of JPY-denominated bonds due 2024-2060 at a weighted average interest of 0.8% p.a. With this JPY 1.3T Berkshire then added JPY 0.3T of"
X Link 2024-03-03T05:02Z 26.3K followers, 40.1K engagements

"Crazy story of how TSMC became the manufacturer of NVIDIAs chips - Because all the sales people ignored them Jensen Huang wrote a physical letter to Morris Chang in Taiwan and Morris called him back"
X Link 2024-03-29T10:13Z 26.3K followers, 31.5K engagements

"Adobes shift from product to subscription revenue"
X Link 2024-06-17T23:55Z 26.3K followers, 63.3K engagements

"NVIDIAs data center revenues have grown from 12% in [----] to 78% in [----] of total revenues"
X Link 2024-06-29T00:02Z 26.3K followers, 53.4K engagements

"Great life and career advice from Michael Mauboussin @mjmauboussin which I second and always share: Always be learning always be curious. Find out what you are good at how you add value and it must be what you enjoy and follow your passion"
X Link 2024-07-15T23:09Z 26.3K followers, 34K engagements

"Paycom Software $PAYC 2Q24 Earnings - Rev $438m +9% 🟡 - Recurring Rev $430m +9% 🟡 - GP $354m +6% 🟡 margin 81% [----] bps 🔴 - Adj EBITDA $160m +2% ➡🟡 margin 36% [----] bps - EBIT $95m +9% 🟡 margin 22% [---] bps 🔴 - Net Inc $68m +5% 🟡 margin 16% [---] bps - OCF $132m +25% 🟢 margin 30% +380 bps ✅ - FCF $86m +37% 🟢 margin 20% +404 bps ✅ Mgmt Guide - 3Q24 Rev $449m +10% 🟡 - 3Q24 Adj EBITDA $159m 35% margins - FY24 Rev $1.875bn +10% 🟡 (lowered) - FY24 Adj EBITDA $737m 39% margins 🟠 (raised) [--] Seeing client metrics trending up positively with faster unit growth we remain focused on providing"
X Link 2024-08-02T06:49Z 26.3K followers, [----] engagements

"US cybersecurity market size could grow at 12%+ CAGR over the next [--] years"
X Link 2024-08-03T05:02Z 26.3K followers, 34.5K engagements

"US data center construction"
X Link 2024-08-12T02:37Z 26.3K followers, 68.9K engagements

"Hedge fund launches"
X Link 2024-08-12T14:41Z 26.3K followers, 480.1K engagements

"Online dating losing its spark"
X Link 2024-08-12T22:08Z 26.3K followers, 2.1M engagements

"Retention curves of Google Chrome (90%) Gmail (70-80%) and ChatGPT (60%). Smiling 😀 That's what @ChatGPTapp @perplexity_ai @gmail & @googlechrome retention curves have in common. Smiling retention curves are rare - users are returning after initially churning Full analysis: apoorv03 dot com https://t.co/rPz630LIx6 Smiling 😀 That's what @ChatGPTapp @perplexity_ai @gmail & @googlechrome retention curves have in common. Smiling retention curves are rare - users are returning after initially churning Full analysis: apoorv03 dot com https://t.co/rPz630LIx6"
X Link 2024-08-13T22:12Z 26.3K followers, 83.5K engagements

"Eric Schmidt on NVIDIA: Why is Nvidia worth $2 trillion and the other companies are struggling Technical answer. I mean I think it just boils down to like most of code needs to run with CUDA optimizations that currently only Nvidia GPU supports. Other companies can make whatever they want to but unless they have the ten years of software there you don't have the machine learning optimization structure. I like to think of Cuda as the C programming language for GPU's. Yeah right. That's the way I like to think of it. It was founded in [----]. I always thought it was a terrible language and yet"
X Link 2024-08-19T06:47Z 26.3K followers, 93.8K engagements

"This sharing by Ian Cassel @iancassel in The Skills of Stock Picking gets me thinking a lot: As stock pickers we cannot let the market scare the boldness out of us as we age alongside the growing fund size we manage over time. We need to keep evolving keep growing never being satisfied not slowing down and always stay hungry"
X Link 2024-08-25T23:58Z 26.3K followers, 31.4K engagements

"ROIC of US vs EU listed companies. This partially explains my stronger preference for US versus Europe listed companies"
X Link 2024-09-12T23:09Z 26.3K followers, 56.1K engagements

"Paycom Software $PAYC 3Q24 Earnings Highlights - Rev $452m +11% 🟡 - Recurring Rev $445m +12% 🟡 - GP $364m +8% 🟡 margin 80% [----] bps 🔴 - Adj EBITDA $171m +3% 🟢 margin 38% [----] bps 🔴 - EBIT $105m +8% 🟢 margin 23% [---] bps 🔴 - Net Inc $73m -3% 🟠 margin 16% [----] bps 🔴 - OCF $93m -74% 🟠 margin 21% [-----] bps 🔴 - FCF $45m -4% 🟠 margin 10% [----] bps 🔴 Mgmt Guide - 4Q24 Rev $484m +10% 🟡 - 4Q24 Adj EBITDA $191m 40% margins - FY24 Rev $1.873bn +10% 🟡 (same) - FY24 Adj EBITDA $752m 40% margins 🟠 (raised) [--] Strong quarter with beat and growth reacceleration Overall Q3 was a good quarter"
X Link 2024-11-02T07:44Z 26.3K followers, [----] engagements

"Chinese stocks are not the economy they are merely following their true long-term fundamentals earnings"
X Link 2024-11-24T22:44Z 26.3K followers, 54K engagements

"How Data Center growth could look like over the next [--] years"
X Link 2024-12-05T02:42Z 26.3K followers, 61.2K engagements

"TSMC global foundry market share"
X Link 2024-12-05T21:57Z 26.3K followers, 54.1K engagements

"US data centres"
X Link 2024-12-14T02:21Z 26.3K followers, 69.7K engagements

"Digital ad spending"
X Link 2024-12-15T03:52Z 26.3K followers, 74.6K engagements

"It is insane how Visa rejected working with Nubank because they had no interest in working with FinTechs and Mastercard agreed and became Nubanks dominant card processor"
X Link 2024-12-23T06:16Z 26.3K followers, 23.5K engagements

"Sharing my takeaways on Li Lus recent talk - Global value investment and the times (7 Dec 2024) which I share very similar views and highly resonate with: In particularly it is the macroeconomic challenges with China the solution he recommended of having capital markets and his shift to owning the best high quality growing companies out there. [--] Macroeconomic issue with China - Weak unemployment weak private economy low consumer confidence weak consumption low businesses confidence weak stock market prices declining population weak property prices poor wealth effects lower confidence"
X Link 2024-12-28T23:36Z 26.3K followers, 41.6K engagements

"Many talk about the high concentration of stock in the US stock market. However there are far more countries with stock markets that are even more concentrated than the US's. Context matters perspectives matter and dont look at something in isolation"
X Link 2025-01-05T00:04Z 26.3K followers, 19.4K engagements

"Amazon and Walmart dominate US retail media network wth 77.3% and 7% shares with the rest fighting over a small pie of 15%"
X Link 2025-01-10T23:27Z 26.3K followers, 26.8K engagements

"Alphabets Waymo passengers in California"
X Link 2025-01-11T22:21Z 26.3K followers, 114.4K engagements

"Googles Waymo having 14.3% share of San Franciscos ride hailing dollars with most of the share gains coming from Uber and to a lesser extent Lyft"
X Link 2025-01-29T09:47Z 26.3K followers, 28.9K engagements

"NVIDIA is expected to account for 77% of AI semiconductor wafer consumption in [----] up from 51% in 2024"
X Link 2025-02-09T00:03Z 26.3K followers, 39.8K engagements

"Paycom Software $PAYC 4Q24 Earnings - Recurring Rev $465m +14% 🟢 - Rev $494m +14% 🟢 - GP $410m +14% 🟢 margin 83% +26 bps ✅ - Adj EBITDA $215m +22% 🟢 margin 44% +288 bps ✅ - EBIT $149m +39% 🟢 margin 30% +552 bps ✅ - NG Net Inc $130m +18% 🟢 margin 26% +99 bps ✅ - Net Inc $114m +39% 🟢 margin 23% +418 bps ✅ - OCF $160m +19% 🟢 margin 32% +155 bps ✅ - FCF $109m +41% 🟢 margin 22% +424 bps ✅ Paycom Software $PAYC FY24 Earnings - Recurring Rev $1.8b +11% 🟡 - Rev $1.9b +11% 🟡 - GP $1.5b +9% 🟢 margin 82% [----] bps 🔴 - Adj EBITDA $775m +8% 🟢 margin 41% [----] bps 🔴 - EBIT $634m +41% 🟢 margin"
X Link 2025-02-13T00:31Z 26.3K followers, [----] engagements

"It is important to know how much and how often stock markets decline helps with expectations. 5%+ decline: twice a year 10%+ decline: once every [---] years 15%+ decline: once every [--] years 20%+ decline: once every [--] years Source: Capital Group"
X Link 2025-04-12T04:11Z 26.3K followers, 25.3K engagements

"Meta is estimated to account for 61% and 65% of Temu and Shein's online ad spend in [----]. Source: Huatai research"
X Link 2025-04-16T08:34Z 26.3K followers, 46.1K engagements

"Congratulations Nu on getting the banking license approval for Mexico"
X Link 2025-04-25T21:59Z 26.3K followers, 14.7K engagements

"Sharing my favourite [--] highlights of Berkshire Hathaways [----] Annual Shareholder Meeting: [--] Steve Jobs created Apple Tim Cook developed Apple Tim Cook made more money for Berkshire than Buffett did But Steve picked out Tim to succeed him and he really made the right decision. Steve dies young as you know. And nobody but Steve could have created Apple but nobody could -- but Tim could have developed it like it has. So on behalf of all of Berkshire thank you. I'm somewhat embarrassed to say that Tim Cook has made Berkshire a lot more money than I've ever made Berkshire Hathaway. [--] Trade wars"
X Link 2025-05-04T02:30Z 26.3K followers, 51.2K engagements

"Paycom Software $PAYC 1Q25 Earnings - Rev $531m +6% 🟡 - GP $446m +6% 🟡 margin 84% [---] bps 🔴 - Adj EBITDA $253m +10% 🟡 margin 48% +182 bps ✅ - EBIT $185m -35% 🟠 margin 35% [-----] bps 🔴 - NG Net Inc $158m +8% 🟡 margin 30% +40 bps ✅ - Net Inc $139m -44% 🟠 margin 26% [-----] bps 🔴 - OCF $183m +23% 🟢 margin 34% +468 bps ✅ - FCF $145m +44% 🟢 margin 27% +711 bps ✅ FY25 Mgmt Guide (raised) - Rev $2.038bn +8% 🟡 - Recurring Rev +9% - Adj EBITDA $858m 42% margins [--] Saw meaningful increase in sales strong momentum setting up for [----] and beyond with acceleration in Q4 Sales continues to break"
X Link 2025-05-08T02:16Z 26.3K followers, [----] engagements

"Cloudflare CEO Matthew Prince seeing search-driven internet moving to an AI-driven internet instead. Reduced website referrals - Google is crawling more content but sending fewer visitors to original sources. Zero-click searches - Being answered directly means publishers receive significantly less traffic. AI competition - Extracting even more value from original content pressuring the ecosystem. If publishers cannot monetise their content through visitors they may produce less content or put it behind paywalls creating a long-term content quality issue for Google and the foundational model"
X Link 2025-05-09T14:12Z 26.3K followers, 38.6K engagements

"Starbucks Chinas declining market share"
X Link 2025-05-20T10:20Z 26.3K followers, 34.3K engagements

"Sharing my favourite [--] quotes from Michael Mauboussins @mjmauboussin latest article Drawdowns and Recoverieswhich we highly resonate with: [--] Most people cannot cope with large price declines in stocks or in equity funds One of the hardest aspects of being a long-term investor is that even the best investments or investment portfolios suffer large drawdowns. A drawdown is the price decline from peak to trough. [--] Price declines are part and parcel of investing if one cannot endure it one is not fit to be investor and is bound to have mediocre results In fact you can argue that if youre not"
X Link 2025-05-24T19:30Z 26.3K followers, 30.2K engagements

"Fascinating chart from The Economist of how solar and batteries provide much of Californias energy"
X Link 2025-05-27T22:14Z 26.3K followers, 24.5K engagements

"Shift in search share away from Google to ChatGPT. Chart shared by @RihardJarc"
X Link 2025-06-10T15:17Z 26.3K followers, 69.2K engagements

"Investing at new highs versus investing on any given day"
X Link 2025-07-05T23:36Z 26.3K followers, 39.9K engagements

"Paycom Software $PAYC 2Q25 Earnings - Recurring Rev $455m +12% 🟢 - Rev $484m +11% 🟢 - GP $396m +12% 🟢 margin 82% +108 bps ✅ - Adj EBITDA $198m +24% 🟢 margin 41% +450 bps ✅ - EBIT $112m +18% 🟢 margin 23% +148 bps ✅ - NG Net Inc $117m +27% 🟢 margin 24% +313 bps ✅ - Net Inc $90m +32% 🟢 margin 19% +296 bps ✅ - OCF $123m -7% 🟠 margin 25% [----] bps 🔴 - FCF $61m -30% 🟠 margin 13% [----] bps 🔴 FY25 Mgmt Guide - Rev $2.055bn +9% 🟡(raised) - Recurring Rev +10% 🟡 (raised) - Adj EBITDA $882m 43% margins (raised) [--] Strong quarter of growth reacceleration well setup for H2 and beyond raising the"
X Link 2025-08-07T04:49Z 26.3K followers, [----] engagements

"Pro Medicus $PME FY25 Earnings - Cust Rev $213m +32% 🟢 - Rev $221m +33% 🟢 - GP $220m +33% 🟢 margin 100% +4 bps ✅ - EBT $163m +40% 🟢 margin 74% +401 bps ✅ - Underlying Profit $158m +40% 🟢 margin 72% +402 bps ✅ - Net Inc $115m +39% 🟢 margin 52% +247 bps ✅ - OCF $111m +36% 🟢 margin 50% +120 bps ✅ - FCF $104m +38% 🟢 margin 47% +187 bps ✅ Revenue by Geography & Segment - North America $191m +36% 🟢 - Australia $176m +34% 🟢 - Europe $17m +16% 🟢 - PACS $197m +35% 🟢 - PACS (NA) $191m +36% 🟢 - RIS $16m +3% 🟡 Revenue by Type - Exam/license $158m +30% 🟢 - Support/baseline $26m +17% 🟢 -"
X Link 2025-08-14T04:55Z 26.3K followers, 14.7K engagements

"Young software developers"
X Link 2025-08-27T09:43Z 26.3K followers, 332K engagements

"McKinsey estimates global data center capacity to almost 3X by [----] with 70% coming from AI"
X Link 2025-09-13T03:47Z 26.3K followers, 73.1K engagements

"150+ years of 100% equity vs 60/40% equity/bond. 100% stocks returned 7% CAGR. $1 grew from [----] to $30033 by the end July [----]. 60/40 portfolio returned 5.5% CAGR. $1 grew from [----] to $4203 by the end July [----] Traditional finance will convince you that it is not how much you make over the long-term but how much you lose less when markets are down in the short-term. Instead of trying to avoid what cannot be avoided choose to accept that price declines of stock markets are inevitable and it is part and parcel. Once one changes their investment horizon from [--] year to [--] [--] or [--] years the"
X Link 2025-09-22T22:38Z 26.3K followers, 14.9K engagements

"TSMC's 71% and growing Q2 [----] market share of global pure foundry revenues"
X Link 2025-10-05T07:20Z 26.3K followers, 43.7K engagements

"Most investment strategists like to talk about how expensive or cheap specific stock markets are without any context for their profitability. E.g. the US is expensive at 21.4x PE and Japan is cheap at 15.9x PE. However the forward ROE of the US is 21.3% vs Japan 9.8% more than 2X. What looks expensive might not be. What looks cheap might not be. Context is everything. Profitability is everything. Once I understood this I stopped letting price tags alone dictate my portfolio actions. Valuation without profitability is just a number without meaning. Data from Goldman Sachs GIR (8 Oct 2025)"
X Link 2025-10-24T12:01Z 26.3K followers, 87.3K engagements

"Profitable revenue growth drives the majority of long-term stock market returns. The OG BCG chart of the top quartile performers in the S&P [---] (1990-2009) is my favorite chart. Revenue and free cash flow accounted for the vast majority (94%) of total shareholder returns (TSRs) over [--] years. Valuation multiples drove most (46%) of the returns in any given year but contributed the least (5%) over [--] years"
X Link 2025-10-28T14:29Z 26.3K followers, 26.7K engagements

"Sharing my [--] takeaways from the @BG2Pod podcast interview of Satya Nadella and Sam Altman which I found insightful. [--] Both are very confident about how great AI can be but expect choppiness along the way. [--] Right now seeing strong demand supply constrained not in GPUs but much more in power instead. [--] If OpenAI 10Xs their compute they might not have 10X more revenue but will undoubtedly have a lot more revenue. [--] OpenAIs $1.4T spend commitments are a forward bet that ChatGPT will continue to grow and become one of the key AI clouds and its consumer device will be a significant aspect that AI"
X Link 2025-11-01T08:31Z 26.3K followers, 33.1K engagements

"Sharing my latest article: Return on Invested Capital (ROIC): Why High Returns Require More Than High ROIC High ROIC without reinvestment opportunities is like having a Ferrari without a road. The magic happens when exceptional returns meet an abundant runway to compound. https://visioninvesting.substack.com/p/return-on-invested-capital-roic-why https://visioninvesting.substack.com/p/return-on-invested-capital-roic-why"
X Link 2025-11-02T02:37Z 26.3K followers, 30.3K engagements

"Amazon Meta and Google in US ad spending"
X Link 2025-11-08T02:46Z 26.3K followers, 24.9K engagements

"Return on Invested Capital (ROIC) follows corporate life cycles. ROIC increases through a company's growth stage peaks in its maturity stage and then declines. Searching for high-ROIC companies alone does not necessarily provide strong returns. A relentless focus on high-ROIC companies alone can often lead to more mature slower-growing companies with higher downside risk that could see ROICs move lower. Higher maturity often results in fewer reinvestment opportunities for which price matters much more as excess capital that cannot be reinvested must be returned at prevailing valuations."
X Link 2025-11-08T14:58Z 26.3K followers, 24.7K engagements

"Lovely table on digital advertising market share from MBI @borrowed_ideas. - Google losing digital ads market share (from 41% to 37%) - Meta holding market share 33% - The Trade Desk and Applovin are both gaining share of a small base 0.5% and 0.9%. https://www.mbi-deepdives.com/digital-advertising-industry-snapshot-portfolio-change https://www.mbi-deepdives.com/digital-advertising-industry-snapshot-portfolio-change"
X Link 2025-11-08T22:51Z 26.3K followers, 40.8K engagements

"Nice charts on Netflix $NFLX from JPMs Michael Cembalest: 1) Netflix is profitable while the major DTCs in aggregate are making losses. 2) While Netflixs original viewing time has declined it still has a 50-60% share of the top [---] streaming titles. 3) Netflix gained share of US viewing time from Jan [----] to [----] from 7.5% to 8.6%. 4) Streaming continues to grow faster and gain revenue share away from traditional TV box office and entertainment"
X Link 2025-11-12T06:30Z 26.3K followers, 21.7K engagements

"Spotify $SPOT 4Q24 Earnings - Rev 4.2b +16% 🟢 - GP 1.4b +40% 🟢 margin 32% +555 bps ✅ - EBIT 477m 🟢 margin 11% +1329 bps ✅ - Net Inc 367m 🟢 margin 9% +1056 bps ✅ - OCF 883m +122% 🟢 margin 21% +1000 bps ✅ - FCF 877m +121% 🟢 margin 21% +989 bps ✅ Biz Metrics - MAUs 675m +12% 🟡 - Prem Subs 263m +11% 🟡 - Ad MAUs 425m +12% 🟡 - Prem ARPU +5% 🟡 - Prem Rev 3.7b +17% 🟢 - Ad Rev 537m +7% 🟡 - Prem GPM 34.7% 🟢 +565bps ✅ - Ad GPM 15.1% 🟢 +351bps ✅ 1Q25 Mgmt Guide - MAU 678m +3m net adds (seasonally weak) - Premium Sub 265m +2m net adds - Rev 4.2bn - GPM 31.5% - EBIT 548m [--] Strong quarter"
X Link 2025-02-05T00:20Z 26.3K followers, [---] engagements

"Warren Buffett on buying stocks when interest rates are high. The best time to buy stockshas been when interest rates were sky high and it looked like a very safe thing to do to put your money into Treasury bills as attractive as that appeared it was exactly the wrong thing to be doing. It was better to be buying equities at that time because when interest rates changed their values changed even much more. ➡ Their values changed even much more more"
X Link 2023-03-14T21:26Z 26.3K followers, 1.3M engagements

"Online dating losing its spark"
X Link 2024-08-12T22:08Z 26.3K followers, 2.1M engagements

"Hedge fund launches"
X Link 2024-08-12T14:41Z 26.3K followers, 480.1K engagements

"Berkshire Hathaway [----] AGM"
X Link 2023-05-06T15:45Z 26.3K followers, 145.5K engagements

"McKinsey estimates global data center capacity to almost 3X by [----] with 70% coming from AI"
X Link 2025-09-13T03:47Z 26.3K followers, 73.1K engagements

"Alphabets Waymo passengers in California"
X Link 2025-01-11T22:21Z 26.3K followers, 114.4K engagements

"@flyemigrates Interestingly the book was published in [----] This was from a [----] interview"
X Link 2023-04-29T13:25Z 26.3K followers, 116.9K engagements

"FCF margins of the [--] largest US stocks over the last [--] years"
X Link 2025-01-01T23:05Z 26.3K followers, 238.2K engagements

"The decline of Japanese automakers"
X Link 2024-11-28T00:14Z 26.3K followers, 101K engagements

"NVIDIAs data center revenues have grown from 12% in [----] to 78% in [----] of total revenues"
X Link 2024-06-29T00:02Z 26.3K followers, 53.4K engagements

"Apple $AAPL having 14% of global smartphone volumes but earns 42% share of revenues and 80% of operating profits. You dont have to be a winner takes all you just have to be a winner that makes the most"
X Link 2022-11-18T14:44Z 26.3K followers, [---] engagements

"Visa (50%) Mastercard (23%) and Amex (19%) share of US credit card by purchase volume"
X Link 2024-10-20T04:09Z 26.3K followers, 70.1K engagements

"Adobes shift from product to subscription revenue"
X Link 2024-06-17T23:55Z 26.3K followers, 63.3K engagements

"ROIC of US vs EU listed companies. This partially explains my stronger preference for US versus Europe listed companies"
X Link 2024-09-12T23:09Z 26.3K followers, 56.1K engagements

"Shift in search share away from Google to ChatGPT. Chart shared by @RihardJarc"
X Link 2025-06-10T15:17Z 26.3K followers, 69.2K engagements

"How Data Center growth could look like over the next [--] years"
X Link 2024-12-05T02:42Z 26.3K followers, 61.2K engagements

"Amazon having 76% of US retail media digital ad spend"
X Link 2024-12-03T22:09Z 26.3K followers, 51.2K engagements

"S&P [---] companies revenue per worker"
X Link 2025-01-13T23:37Z 26.3K followers, 45.4K engagements

"US data center construction"
X Link 2024-08-12T02:37Z 26.3K followers, 68.9K engagements

"Digital ad spending"
X Link 2024-12-15T03:52Z 26.3K followers, 74.6K engagements

"Chinas rise in coffee consumption"
X Link 2024-08-09T01:10Z 26.3K followers, 75.7K engagements

"US data centres"
X Link 2024-12-14T02:21Z 26.3K followers, 69.7K engagements

"Meta is estimated to account for 61% and 65% of Temu and Shein's online ad spend in [----]. Source: Huatai research"
X Link 2025-04-16T08:34Z 26.3K followers, 46.1K engagements

"TSMC global foundry market share"
X Link 2024-12-05T21:57Z 26.3K followers, 54.1K engagements

"NVIDIA is expected to account for 77% of AI semiconductor wafer consumption in [----] up from 51% in 2024"
X Link 2025-02-09T00:03Z 26.3K followers, 39.8K engagements

"TSMC's 71% and growing Q2 [----] market share of global pure foundry revenues"
X Link 2025-10-05T07:20Z 26.3K followers, 43.7K engagements

"The highest of cloud software spending priorities continues to be in the following top [--] categories: 1) Cloud infrastructure (AWS Azure GCP) 2) Data warehouses (Snowflake) 3) Security (Zscaler CrowdStrike) 4) Apps (Salesforce ServiceNow Workday)"
X Link 2023-03-23T23:34Z 26.3K followers, 61.5K engagements

"Peter Lynch in 1997: 1) Dont buy options time works against you. 2) Dont invest on margin a market drop can wipe you out. 3) Dont buy cheap stocks just because theyre cheap buy improving fundamentals. 4) Dont buy long shots they usually backfire or become no shots"
X Link 2021-11-26T23:03Z 26.3K followers, [---] engagements

"Chinese stocks are not the economy they are merely following their true long-term fundamentals earnings"
X Link 2024-11-24T22:44Z 26.3K followers, 54K engagements

"Amazon Meta and Google in US ad spending"
X Link 2025-11-08T02:46Z 26.3K followers, 24.9K engagements

"Three years ago I spoke of a dream of Sea becoming a [---] billion dollar company. Having achieved that I now want us to dream bigger in the next twelve years I believe we can become a one trillion dollar company. - Seas $SE 12th Birthday Note (8May21)"
X Link 2021-08-17T20:48Z 26.3K followers, [---] engagements

"Young software developers"
X Link 2025-08-27T09:43Z 26.3K followers, 332K engagements

"Fascinating chart from The Economist of how solar and batteries provide much of Californias energy"
X Link 2025-05-27T22:14Z 26.3K followers, 24.5K engagements

"US digital platforms by generation/age"
X Link 2024-10-17T00:03Z 26.3K followers, 60.8K engagements

"@Mhansensdca [----] Berkshire Hathaway Shareholder Meeting"
X Link 2023-03-14T22:37Z 26.3K followers, 69K engagements

"US cybersecurity market size could grow at 12%+ CAGR over the next [--] years"
X Link 2024-08-03T05:02Z 26.3K followers, 34.5K engagements

"Investing at new highs versus investing on any given day"
X Link 2025-07-05T23:36Z 26.3K followers, 39.9K engagements

"Alibaba's $BABA rapidly declining market in China thus far and is expected to decline even more still in the coming years"
X Link 2024-02-13T06:41Z 26.3K followers, 69.1K engagements

"Amazon and Walmart dominate US retail media network wth 77.3% and 7% shares with the rest fighting over a small pie of 15%"
X Link 2025-01-10T23:27Z 26.3K followers, 26.8K engagements

"Starbucks Chinas declining market share"
X Link 2025-05-20T10:20Z 26.3K followers, 34.3K engagements

"Luxury brands"
X Link 2024-02-21T22:19Z 26.3K followers, 26.5K engagements

"Apple Vision Pro apps"
X Link 2024-10-20T22:30Z 26.3K followers, 30.5K engagements

"Smiling 😀 That's what @ChatGPTapp @perplexity_ai @gmail & @googlechrome retention curves have in common. Smiling retention curves are rare - users are returning after initially churning Full analysis: apoorv03 dot com"
X Link 2024-08-13T15:49Z [----] followers, 95.1K engagements

"In honor of #CharlieMunger I recorded a special episode of the #RicherWiserHappier podcast. It features stories of my interactions with him along with wonderful insights from [--] investors: @MohnishPabrai Chris Davis Tom Gayner & Joel Greenblatt. Listen: https://link.chtbl.com/RWH037 https://link.chtbl.com/RWH037"
X Link 2023-12-10T01:30Z 46.3K followers, 98.5K engagements

"Nubank is the strongest brand and the 4th most valuable brand in Brazil"
X Link 2025-06-25T23:28Z 26.3K followers, 23.2K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing