@fintegrate Avatar @fintegrate Sustainable Growth

Sustainable Growth posts on X about $pme, $meli, biz, ai 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 50% finance 25% technology brands 15% cryptocurrencies 1% travel destinations 1% countries 1% social networks 1%

Social topic influence $pme 25%, $meli 14%, biz 13%, ai 11%, growth 10%, $se 10%, $wtc 9%, in the 8%, this is 8%, $meta 8%

Top accounts mentioned or mentioned by @ryutay @bhasinaadi @fanaticos_rmcf @lowalphahighvol @saiinvstjrnl @nobodybutm3 @ronshamgar @mithrandirfund @simeonresearch @gabgrowth @briankirsty @fiscorainvest @jordaninvests @simonhaeger @scottmountford6 @aushareplicity @itisrandy @alf_riz @lolo1375096 @el_mandarria

Top assets mentioned MercadoLibre Inc (MELI) Sea Limited (SE) Metadium (META) Shopify Inc (SHOP) NVIDIA Corp. (NVDA) Mastercard, Inc. (MA) Fair Isaac, Corp. (FICO) Microsoft Corp. (MSFT) SPX6900 (SPX) DLocal Limited (DLO) Amazon.com, Inc. (AMZN) Axon Enterprise, Inc. (AXON) Astera Labs, Inc. (ALAB) Comfort Systems USA, Inc. (FIX) Celsius Holdings, Inc. Common Stock (CELH) Credo Technology Group Holding Ltd (CRDO) Moody's Corporation (MCO) Trade Desk, Inc. (TTD) Arista Networks Inc (ANET) Atlassian Corporation PLC (TEAM) Carlisle Companies, Inc. (CSL) Costco Hot Dog (COST) Walmart, Inc. (WMT)

Top Social Posts

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

"$CRDO $ALAB Is not for the feint hearted Drop 50% in [--] days on nothing. Rise 50% in [--] days on everything 😀"
X Link 2026-02-09T21:18Z [----] followers, [----] engagements

"Wow absolute panic over at $MCO today. Helped myself to some $400"
X Link 2026-02-10T13:11Z [----] followers, [----] engagements

"$MSFT under $400 was cheaper multiple than [--] tariff lows. Markets have really lost the plot. Given [--] months this will be seen as opportunity in hindsight"
X Link 2026-02-10T13:30Z [----] followers, 10.6K engagements

"$MCO Very pleased with this add. Picked some up at $397 this morning. While I bought some during tariff meltdown at $385 put much more weight on today which was available at a cheaper valuation as MCO has grown earnings 12% in between. Wow absolute panic over at $MCO today. Helped myself to some $400. Wow absolute panic over at $MCO today. Helped myself to some $400"
X Link 2026-02-10T16:05Z [----] followers, [----] engagements

"$SHOP back in the AI winners circle thanks to agentic commerce powering results to 30% revenue growth again. Reality is it never left AI winners circle. Market just got this wrong. AI is a tailwind that will deliver 30%+ growth for mid term"
X Link 2026-02-11T12:18Z [----] followers, [----] engagements

"I find investing difficult but highly rewarding. Not just financially but making a contrary bet that pays off over years is just hugely satisfying Finding a biz that meets target hurdle rates identifying a reasonable price to pay and sizing it accordingly Crazy hard though"
X Link 2026-02-11T14:41Z [----] followers, [---] engagements

"@LowAlphaHighVol Price reaction may not indicate it but its still an AI winner. Results prove this. Hard to say what market is thinking in any moment. It probably doesnt really know itself"
X Link 2026-02-11T20:32Z [----] followers, [--] engagements

"$ANET 30% top line growth. Smooth steady and consistent. No doubt market takes this down 20% tomorrow. 😂"
X Link 2026-02-12T21:26Z [----] followers, [----] engagements

"Interesting shift in market perception of AI. Weve now ended up where producers of AI are moatless vassels with no pricing power in commoditization race. Consumers (incl biz) of AI retaining all benefits. Not sure this will prove correct- but fascinating to watch"
X Link 2026-02-13T11:37Z [----] followers, [----] engagements

"Never been happier to have majority of my assets in $SPX. The index will only get more from here"
X Link 2026-02-13T12:44Z [----] followers, [---] engagements

"$NVDA Woke up and chose violence 😂"
X Link 2026-02-09T14:48Z [----] followers, [---] engagements

"Not letting go of my $FIX shares Approaching a 2x from my mid $600 buy last year. Probably grinds higher"
X Link 2026-02-09T16:10Z [----] followers, [----] engagements

"@Sai_invst_jrnl I decided I only want to own $MA and $SHOP in the payments space as an agentic commerce beneficiary . Nothing against Adyen. Very good biz"
X Link 2026-02-14T16:48Z [----] followers, [---] engagements

"@Nobody_But_M3 @RonShamgar The bigger test for me is can they get 50% of freight forwarders passing per shipment charges to end users. If successful its game over for all competitors AI or otherwise. There is early evidence many are in fact doing this. Strategically brilliant to have small guys go 1st"
X Link 2026-02-15T13:21Z [----] followers, [--] engagements

"$WTC With all the chatter around DSV wanting to move to Tango found this interesting. DSV to leave CargoWise would need a board resolution probably five years of change management and a four-year implementation planeight and low-nine figures Wow. What market power"
X Link 2026-02-07T14:13Z [----] followers, [----] engagements

"Said goodbye to a bunch of businesses this year. $TTD $TEAM $ADYEN $DLO $XRO $CSL all gone. All profitable exits except DLO. That money has been reinvested in existing positions. Meanwhile $SPX has received more funds. More concentrated yet more diversified at the same time"
X Link 2026-02-14T14:00Z [----] followers, [----] engagements

"I am involved in building an AI native agentic VMS for sales and marketing fns. The reception has been surprisingly strong from customers. Most surprising is how much encouragement there has been from customers to displace existing CRM with a CRM lite + agentic scope"
X Link 2026-02-15T13:40Z [----] followers, [---] engagements

"Market shenanigans over these few months have convinced me theres probably nothing better than a very large index holding plus some long term bets. Index offers core stability and rotation safety. My positioning has already been moving this way. Ill put this on overdrive now"
X Link 2026-02-15T14:08Z [----] followers, [---] engagements

"@Mithrandir_Fund lol just looking at $cost $Wmt at 45x earnings $amzn 25x. AWS and ads holding AMZN back"
X Link 2026-02-16T14:55Z [----] followers, [---] engagements

"As much as $APPS has been a strong revenue story in the last few years its equally as much a margin and profit story these last few years. Net margins from -5% in '19 to 17.5% in '21 and ROIC at nearly 46% last year. That to me is the key metric"
X Link 2021-12-30T15:12Z [----] followers, [--] engagements

"Loved seeing $PYPL CEO acknowledge why $ADYEY is so good and tough to compete with. and why the have to resort to discounting to win. Good luck trying to build one platform though. Cultural shift that will take years and not in $PYPLs DNA Alex Chriss on PayPal $PYPL Q4 [----] earnings call: ".on your question around the tech stack. Look I'll be transparent. The company has gone through significant growth over the last few years and a lot of acquisitions. We have not invested enough in creating a single platform. Alex Chriss on PayPal $PYPL Q4 [----] earnings call: ".on your question around the"
X Link 2024-02-08T00:52Z [----] followers, [----] engagements

"Find it hard to follow claims $CELH losing share. If u grow 33% volume when your industry grows 0% youre gaining from someone else. Energy drinks may be slowing down as category but I dont think CELH is done taking share. Interesting to see the #s when school is back"
X Link 2024-07-18T11:59Z [----] followers, [----] engagements

"$CELH Celsius Channel inventory to be almost [--] by the end of this quarter according to Stifel which should see material restocking above end customer sales which is currently running at 30% based on latest Nielsen data"
X Link 2024-09-23T11:37Z [----] followers, [----] engagements

"$SE Hard to overstate how important a quarter this one was for SE. Topline growth plus meaningful operating leverage is a winning combo market has been searching for years. Full evidence of high margin flywheel of ads fintech sub revenue in effect to boost low margin commerce"
X Link 2024-11-20T12:05Z [----] followers, [----] engagements

"$MELI People tell you to steer clear of falling knives but I love a good sale on my favorite businesses. Long after the sale is over I sometimes look back at how close I was to grabbing the best price. I think [--] buy on Meli and [--] buy on $ADYEY are closest Ive had"
X Link 2024-12-17T12:18Z [----] followers, [----] engagements

"$MELI One of the things that struck me from the earnings was MELI ad revenue growing 40% at just 2% of GMV. Graph below suggests that $AMZN has nearly 7% GMV as ad revenue. MELI is early and still has a long way to go here with an increasingly high margin revenue source"
X Link 2025-02-22T13:58Z [----] followers, [----] engagements

"Even as $SE crashed 90% during dark days of [--] I never felt wrong to hold the biz. Management made mistakes expanding in markets that made no sense but the core biz was solid. Learning for me was to let a biz grow on its own into a larger posn. A welcome recovery more to go"
X Link 2025-03-06T03:23Z [----] followers, [----] engagements

"$NVDA Big if true. And for sure not priced in"
X Link 2025-05-15T10:18Z [----] followers, [----] engagements

"I learnt from Munger to buy good quality businesses at attractive prices. But I learnt from Dev Kantessaria to own very few businesses with little to no business risk. I find the later just as powerful as the former"
X Link 2025-05-20T14:34Z [----] followers, [----] engagements

"$MELI At some point your hidden gem becomes a consensus long. and that should be a proud moment. My first $1 invested in MELI was at a valuation of $3.5B.Lot of head scratching on LATAM. let alone LATAM tech co It beat giants executed flawlessly to become consensus today. Sunday thought: Is $MELI starting to become a consensus name Im seeing so much more talk about the stock recently and its close to its all time high. Not necessarily a bad thing but an observation. Preferred buying at $700 when nobody else cared. Sunday thought: Is $MELI starting to become a consensus name Im seeing so much"
X Link 2025-06-08T14:24Z [----] followers, [----] engagements

"I have nearly [--] positions. 50% of these are multibaggers. While this may seem like a lot the psychological advantage is I can hold indefinitely without fear of the impact a stock specific black swan wiping me out. Meanwhile the portfolio continues to concentrate itself"
X Link 2025-06-13T16:46Z [----] followers, [----] engagements

"The most underrated concept in the investing in my opinion The starter position. Ive used it to get into names where Im interested but yet to build full conviction to make a proper position Would not have $AXON 2X $HIMS 10X or $NVDA 10X without it. Theyd be on watch list"
X Link 2025-06-14T13:38Z [----] followers, [----] engagements

"Never ceases to amaze me what you can achieve if you apply yourself. I grew up very middle income with immigrant parents. Humble modest life grew up in area of Sydney with many like me. Now high [--] fig NW all from investing. Grateful. Thankful. Never forget the journey 🙏"
X Link 2025-06-25T11:42Z [----] followers, [----] engagements

"@BhasinAadi If you look at Horizon Kinetics they have some great write ups on LB. My thinking here is that AI will create massive data center demand which has major demands on land cheap energy and water for cooling. LB has land rights and access to all [--] in Permian. First DC contract now"
X Link 2025-06-26T11:27Z [----] followers, [--] engagements

"Today was a big day for me. Promedicus $PME became my 1st [--] bagger. I strongly believe it will become a [---] bagger within the next [--] years Wisetech $WTC became my first [--] fig individual position. Its now 4x the size of what my whole portfolio was [--] years ago. Grateful"
X Link 2025-07-03T15:04Z [----] followers, [----] engagements

"I dont sell my winners for a few reasons. Big one is they often keep winning. Tax reasons also mean Ill lose a chunk if I exit. However a very big piece is reinvestment risk. This is the risk of shifting your $$ from a great biz to a substandard one. Hidden killer"
X Link 2025-08-01T14:19Z [----] followers, [----] engagements

"$PME was a biz that I bought in [--] at 35x forward cash flow It now trades for [---] forward cash flow while having grown revenue cash flow and profit30% annualized over the period The combo of high quality recurring earnings growth + multiple appreciation produced [--] bagger"
X Link 2025-08-02T13:09Z [----] followers, [----] engagements

"$MELI Results were pretty solid- missed EPS due to free shipping BUT Rev -34% growth (53% exFX) Active Buyers-22% growth Items sold 31% growth Fin Transactions -35% growth Advertising -38% growth (59% exFX) Non Performing Loans -6.9% (improved). Biz firing for long term $MELI earnings today This is my 13th year of owning. Some recent noise about what reducing free shipping threshold will do to margins. I expect it will be a net positive boosting transaction volume and visits which MELI can monetize in greater ad revenue & payments. Lets see $MELI earnings today This is my 13th year of owning."
X Link 2025-08-04T23:01Z [----] followers, [----] engagements

"@ryu_tay lol Grok actually recommended I buy it when I put in my portfolio and asked it to suggest something similar Yea this could have been one that could have fit but I always buy at lower valuations. When it was lower growth was poor. Now valuation assumes a lot. Happy with $PME"
X Link 2025-08-05T02:08Z [----] followers, [--] engagements

"@SimeonResearch_ Congrats on the $PME exit Sorry to see you go maybe youll be back soon 😉"
X Link 2025-08-07T18:27Z [----] followers, [---] engagements

"@GabGrowth All cap weighted and because I monitor the stories early ish not a lot of capital goes into them. But I just let them grow so the ones that do succeed ie $PME best example in my case become outsize weight relative to their smaller size"
X Link 2025-08-09T14:46Z [----] followers, [---] engagements

"The bar to invest in small and mid caps keeps getting higher and higher for me. When you have businesses like $SE and $MELI that probably return 20%+ annualized the next 3-5 yrs $SHOP $NVDA $META that do mid teens the case for an unproven diamond in the rough makes less sense"
X Link 2025-08-13T19:50Z [----] followers, [----] engagements

"Cos growing top line 30% are elite. Those that can do that for extended periods can set their own valuation rules. Even rarer are those that do AND grow profit40%. $PME is such a biz as it showed again today. 32% rev 41% profit 10% market share We are Still early. If you are growing 30% locked in recurring revenue the typical valuation rules dont apply to you in my experience. Todays price action in $AXON reflects a reality that market has underpriced this relative to peer group of $NET (outside 30%) $PLTR $PME. 40% ARR S/W elite If you are growing 30% locked in recurring revenue the typical"
X Link 2025-08-14T01:37Z [----] followers, [----] engagements

"$DLO This my last LT holding still under water (now that $SE is green). Unfortunately picked this up just before its take rate started steady decent. Qtrs results were fine I thought. TPV and revenue growth50%. Some take rate decline or mix shift still expected in guidance"
X Link 2025-08-14T12:30Z [----] followers, [----] engagements

"$DLO For those of us too early on this one I think time will show those entry points to be fair. So many stocks without the hope of revenue let alone profits multiples higher. DLO with strong top line great profitability and excellent management will have its time. $20+ coming $DLO This my last LT holding still under water (now that $SE is green). Unfortunately picked this up just before its take rate started steady decent. Qtrs results were fine I thought. TPV and revenue growth50%. Some take rate decline or mix shift still expected in guidance. https://t.co/4gBs6WIHov $DLO This my last LT"
X Link 2025-08-15T12:01Z [----] followers, [----] engagements

"$MELI dropping free shipping limits give life to $SE is winning theories (again 😀) Reality could be simpler. MELIs more developed ad tech stack plus grocery offering and subscriptions allow high monetization of more frequent visits. Lower margin on low ASPs make more sense now"
X Link 2025-08-17T12:09Z [----] followers, [----] engagements

"$MA Sometimes this feels like a very overlooked business to me. Still growing revenue and earnings 15%+. This is one of the most undisruptable businesses (yes I understand stable coins crypto). Havent added for [--] years but my learnings from this one will last a lifetime"
X Link 2025-08-18T15:15Z [----] followers, [----] engagements

"Fast profitable growth is one of the most powerful concepts in growth investing. Its also rare. $PME a [--] bagger for me trades at 200x fwd earnings 🤯. Yet it grows earning at 40%. If its flat [--] yrs its PE is cut in half. Any share price growth 40% means its PE declines"
X Link 2025-08-19T11:25Z [----] followers, [----] engagements

"Any sustained pullback here and $ALAB $AXON $FIX $CRDO have my full attention. All owned- but would like to put more size on all"
X Link 2025-08-21T15:17Z [----] followers, [----] engagements

"Making a commitment not to touch a new position added to a portfolio for [--] years would probably be a bigger contributor to wealth than most realize"
X Link 2025-08-24T10:36Z [----] followers, [----] engagements

"I am done with my buys of $FICO unless Pukte takes it back below $1200. This was a soft pitch teed up in my strike zone and I swung hard in the 1300s recently. Think I got this at 32-33x fwd for 25% grower. Now we sit back watch and wait for $2k+ next year. Patience"
X Link 2025-08-29T10:59Z [----] followers, [----] engagements

"-3.3% August vs 2.0% $SPX. 10.7% vs [----] SPX YTD. 19.4% 10yr CAGR since [--] Adds: $FICO $FIX $DDOG $CAVA $CMG Hard Slog this month Allocations: $WTC -16.5% $NVDA-8% $META -7.5% $PME - 7% $MELI- 7% $MA-5% $MSFT -4% $AMZN -3% $SHOP -3.5% $SE-3% More in Profile link"
X Link 2025-08-31T11:29Z [----] followers, [----] engagements

"$PME Almost unnoticed Promedicus has secured a Right to Operate with the VA for its cloud based radiology platform. This showcase as a teaching facility for other practitioners could lift its US share by nearly 50% More big wins will continue for this lil Aussie battler Morgan Stanley: Pro Medicus $PME has secured an Authority to Operate (ATO) from the U.S. Department of Veterans Affairs for its Visage platform. This clears the way to shift VA contracts from on-premise to cloud and could lift PMEs U.S. market share from 10% to 15%+. Morgan Stanley: Pro Medicus $PME has secured an Authority to"
X Link 2025-09-02T10:55Z [----] followers, [----] engagements

"@briankirsty Hard bar to put on a stock. These could be the [--] best businesses to ever come out of Australia. I actually think the next $WTC $PME could be .$WTC and $PME. Both have years of growth ahead of them"
X Link 2025-09-03T01:47Z [----] followers, [---] engagements

"Many people trying to find the next $MELI and $SEwhich may actually be MELI and SE Mid 30s top line growth. Large established network effects. Undermonetized earnings drivers in fintech ads subscription services. Favorable demographics and tailwinds. Long runway ahead"
X Link 2025-09-03T12:17Z [----] followers, 10.1K engagements

"Ive had the greatest success with my investments where theyve had durability of growth. $PME $WTC and $MELI have all grown 20%+ for a decade or more. This is more important than their rate of growth. Going forward think $SE $MELI durability not reflected in their stock price"
X Link 2025-09-04T13:48Z [----] followers, [----] engagements

"My investment philosophy in a sentence. Durable non cyclical businesses bought fair held long"
X Link 2025-09-09T12:51Z [----] followers, [----] engagements

"While I own both $ALAB and $PME truth be told I prefer a more consistent steady grower in the 30-40% range like PME to a 150% grower like ALAB. The deceleration for ALAB will eventually come and that repricing will be painful. Memories of how $CELH rerated in24 not forgotten"
X Link 2025-09-10T11:19Z [----] followers, [----] engagements

"At its worst my $SE position was a near [--] fig loss. Thats now turned around to a [--] fig gain. Market is always humbling. Got punished for initially paying too much. But the lesson here is underlying business quality will bail you out with a long enough time horizon"
X Link 2025-09-13T14:52Z [----] followers, [----] engagements

"At this stage Ive just accepted that Im never going to have another new 5% position unless Im willing to deal myself a [--] figure tax bill on the exit of an existing position. Thats not due to lack of conviction- just not enough new $$ to invest. Compounding has done its job"
X Link 2025-09-14T11:19Z [----] followers, [----] engagements

"This $TTD drawdown has been one of the most painful since Ive owned the stock back in [--] The only silver lining was selling a bunch of it when it was over $120 late last year to cut position size At this point its 23x NTM for a stock growing 20%. Im still keeping for now"
X Link 2025-09-20T12:50Z [----] followers, [----] engagements

"$PME Duration of high growth is more important than raw growth rate. Analysts are finally coming around to recognize why PME is valued so highly and why its been such a compounder. Mid 20s growth for another [--] years will mean 15+ yrs of 20% high growth and [---] bagger for me. Citi upgrades $PME to Buy lifting TP to $350 (+19% upside) on sustained mid-20s% growth and 10-year contract tailwinds. An AI breast cancer licensing deal deepens PMEs moat boosting high-margin revenue streams. Valuation is rich at 100x+ PE but compounding power keeps the Citi upgrades $PME to Buy lifting TP to $350 (+19%"
X Link 2025-09-20T23:28Z [----] followers, [----] engagements

"Im on track to underperform the $SPX for the 3rd year in [--] if things hold as they are. Main reason is that my largest position $WTC a 16% position is down nearly 25% this year. The only reason Im up 11% is because I run a more diversified portfolio. Keeps me in the game"
X Link 2025-09-21T13:07Z [----] followers, [----] engagements

"I last bought $SHOP [--] years ago today. My biggest tranche in this business. Special buy for me. Had stalked this one for years. Never got a shot at a level at I was comfortable with. Started buying in early [--]. This was my last. Has 5xd from here. Patience paid off on this"
X Link 2025-09-22T12:12Z [----] followers, [----] engagements

"It was a pretty meaningful mark in my investment journey when the capital appreciation from my investments each year surpassed the income I took home from my day job. Power of compounding hits you hard then"
X Link 2025-09-24T12:14Z [----] followers, [----] engagements

"So this is where I ended on $FICO. [--] adds. First buys last year in May24 at $1180. 35x NTM c/f. Biz was much better than my original assessment. Added too early this year but hit it hard $1400. My accumulation is done (unless $1200 comes). Fav and biggest buy at $1310"
X Link 2025-10-03T10:20Z [----] followers, [----] engagements

"Ive owned $PME Promedicus for [---] years. Im planning to own for at least another [--] more without selling shares. I suspect when my [--] years timeline rolls around the biggest regret that Ill have is not that I didnt take profits but that I didnt bet bigger or average up"
X Link 2025-10-06T13:15Z [----] followers, [----] engagements

"I find that anything less than a 10x hasnt made a mark in the portfolio unless Ive put weight. $SHOP $META the standouts here. However anything 20x and beyond didnt need a lot of weight to make a real impact. $PME $MELI case in point. The Exponential impact of compounding"
X Link 2025-10-15T13:06Z [----] followers, [----] engagements

"$isrg may be the most practical predictable and profitable way to play robotics and physical AI. Nothing better than a core business with meaningful switching costs high differentiation low risk of commoditization where the stakes and outcomes couldnt be higher"
X Link 2025-10-26T12:30Z [----] followers, [----] engagements

"Shoot say whatever you like about $MELI and LATAM But at 40% topline growth the biz has years of runway and compounding ahead. Profitable too 😂"
X Link 2025-10-29T22:49Z [----] followers, [----] engagements

"$MA No fuss no noise no cheerleading just another quarter of 17% top line growth and increasing earnings. Just the way I like it"
X Link 2025-10-30T12:09Z [----] followers, [----] engagements

"We are witnessing the rapid transformation of $MELI from being just an Ecomm co or fintech co or adtech co into a data insights biz. Thats really going to lay the groundwork for rapid and successful product development and monetization in the future. This is just 1st innings"
X Link 2025-10-31T11:48Z [----] followers, [----] engagements

"$META now 22x NTM cheapest of the big tech cos with the best growth prospects outside $NVDA Dont really mind that at all"
X Link 2025-10-31T12:36Z [----] followers, [----] engagements

"Started my buys of $MSFT again. Think this now trades at 29x NTM for 17-18% earnings per share growth. Want to make this much bigger. Fits where Im moving my portfolio too now. $META high on my list next but need the lemmings to panic more. Will likely buy before cycle ends"
X Link 2025-11-08T12:33Z [----] followers, [----] engagements

"$SE This looks to be investor fears of a new [--] style investment cycle. I dont think its that. SEs margins wont collapse again. Gareena holding up really well vs [--]. I smell opportunity. Snaffled a few at $141. First time since 22"
X Link 2025-11-11T19:14Z [----] followers, [----] engagements

"$DLO results were quite good. Very strong top line (54%) growth in spend of existing accounts (145%) NRR etc. But I think this trade sideways till market see where take rate bottoms. That could take a while with scaling customers driving lower rates. Still holding "
X Link 2025-11-13T11:20Z [----] followers, [----] engagements

"Wanted to use this pullback so that if $META ever regains ATH my allocation would be as big as what I have in $NVDA. Mission accomplished and still not done yet if market decides its not done yet"
X Link 2025-11-15T13:02Z [----] followers, [----] engagements

"$PME Big deal. Less so the $$ as its not one of PMEs biggest- like the $330M Trinity Deal. This is more significant as it demonstrates PME TAM expansion out of large hospital systems into private practices"
X Link 2025-11-16T23:24Z [----] followers, [----] engagements

"Believe it or not but these small $7M and $10M private radiology contracts will end up being more important than $PME $330M Trinity deal. Through these PME is developing the template to win the bulk of the small and mid private radiology market and bulk of TAM. The landgrabbing continues. $PME Small but we take em https://t.co/rZBZ5pZHkC The landgrabbing continues. $PME Small but we take em https://t.co/rZBZ5pZHkC"
X Link 2025-11-23T23:33Z [----] followers, [----] engagements

"In a year where some of my largest names have been absolutely decimated big allocations to index funds have helped save me from myself and mitigated the drawdown. Still $FICO $WTC $PME $META $MELI $AXON $MA will eventually all have their day once more"
X Link 2025-12-11T13:16Z [----] followers, [----] engagements

"Ive owned $PME for [--] yrs but there are many things in this write up even I didnt know. Likely one of the best write ups on the biz that I have read. Congrats. Im planning to add Pro Medicus $PME.AX to my portfolio very soon. I first heard about it from @fiscorainvest so I decided to do a deep dive. Honestly I was shocked. The financials competitive advantage (Moat) growth runway and management are all world-class. 🧵In this Im planning to add Pro Medicus $PME.AX to my portfolio very soon. I first heard about it from @fiscorainvest so I decided to do a deep dive. Honestly I was shocked. The"
X Link 2025-12-14T13:49Z [----] followers, [----] engagements

"@jordan_invests Impressed with $4DX. Have been tracking this one. Some big reference academic hospital wins. Have to see how well this translates into private. Thats where the big $$ are. PME successively made this jump. PME still so early at just $15B they have a long way to go"
X Link 2025-12-23T11:45Z [----] followers, [---] engagements

"@BhasinAadi I think vertical software will continue to do very well. $WTC which is now an agentic transaction platform and $PME will continue gobbling up share. Dont see anyone displacing these. Switching costs are good. Network effect software is much better. Helps defend lower cost/build"
X Link 2026-01-18T00:31Z [----] followers, [----] engagements

"@ryu_tay Interesting. Very interesting. Intelligent investor have missed $PME for years on valuation. That they are finally initiating here is pretty noteworthy. Ive been eyeing the $180-$200 level to top. I own a tonne of it though at much lower. Be my first add since 17"
X Link 2026-01-18T12:02Z [----] followers, [---] engagements

"My first add to ProMedicus $PME today since [----] 😅 Doubled my original cost base Lets see how it goes"
X Link 2026-01-20T20:01Z [----] followers, [----] engagements

"@simon_haeger I actually think $PME is much better placed for whats coming vs whats been. [--] in [--] hospitals are looking to switch to PME. Part of this is likely due to what AI will do here. Cloud first with rapid processing speed will be key to allow improved diagnostics. PME excels here"
X Link 2026-01-25T15:04Z [----] followers, [---] engagements

"$SE .getting very interesting at these levels"
X Link 2025-11-11T16:05Z [----] followers, 43.5K engagements

"My top [--] going into next year. I dont expect this will change much over [--] though positions may move around in slots 1-10. Really like the composition and relative weights into [--]. Better balance vs what I had this year. $WTC $NVDA $META $MELI $MA $PME $MSFT $SHOP $AMZN $FICO"
X Link 2025-12-22T14:18Z [----] followers, [----] engagements

"@ScottMountford6 I recently bought more at $58. Ill keep adding small amounts here over the next year. Still really like the biz. Wont be disrupted by AI. They made the right biz pivot into agentics and CVP at exactly the right time"
X Link 2026-02-01T14:19Z [----] followers, [----] engagements

"@au_shareplicity @ryu_tay $REA discovery of property not so easy via LLM aggregation of enough similar properties etc. basic low value consumable is pretty straightforward. Much more to a house. Any consumer facing point solution thats a knowledge service is probably replicated over time via AI ie $xro"
X Link 2026-02-05T01:22Z [----] followers, [---] engagements

"@it_is_Randy Its Pro Medicus $PME"
X Link 2025-05-22T15:39Z [----] followers, [---] engagements

"Anotem a: todo excesso esconde uma falta Pode ser pra tapar buracos externos e internos e tambm pode ser falta de sanidade"
X Link 2022-05-16T01:44Z [---] followers, [--] engagements

"Se voc j tem uma conta no Instagram e cria outra conta privada s p postar fotos e story que ningum pode ver parabns voc retardado"
X Link 2019-01-02T15:22Z [---] followers, [--] engagements

"Seja sempre grato tudo tem seu tempo tudo tem um motivo e nunca perca sua essncia. Um novo ciclo se inicia"
X Link 2019-12-07T21:44Z [---] followers, [--] engagements

"Um dos melhores veres da minha vida. Aproveitei td oq eu podia e no podia. Viajei bebi o triplo cheguei 3h da manh em dia de semana fiquei de castigo fiquei de casal liguei p nada dormi em cadeira de praia comecei a gostar de pagode que eu detestava e por a vai"
X Link 2020-02-10T10:06Z [---] followers, [--] engagements

"Tem como ningum fazer um bingo a n Uma mesa de uno domin um jogo de tabuleiro Eu amo esses jogos"
X Link 2021-03-22T00:06Z [---] followers, [--] engagements

"Devolve o meu tempo q eu fiquei ligando mandando mensagem"
X Link 2021-04-20T19:44Z [---] followers, [--] engagements

"Passado referncia no direo lugar pra lembrar no pra morar"
X Link 2021-05-06T17:22Z [---] followers, [--] engagements

"Uma coisa que eu no sou feia"
X Link 2021-05-17T02:22Z [---] followers, [--] engagements

"Cada dia que passa eu permaneo mais na minha. No final vc por vc mesmo"
X Link 2021-07-25T16:29Z [---] followers, [--] engagements

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