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@SayNoToTrading Say No To Trading
Various stocks are being discussed, but one notable trend is investors reacting to earnings reports and company performance. For example, $RKLB saw a significant jump, while $NSSC, $CARR, and $PAYX experienced declines. Additionally, investors are discussing the potential for mergers and acquisitions, such as a possible deal involving $VKTX and $LLY.
Engagements: XXXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXX +1,531%
Mentions: XXX #
- X Week XXX +1.70%
- X Month XXX -XX%
- X Months XXXXX +189%
Followers: XXXXXX #
- X Week XXXXXX +4.10%
- X Month XXXXXX +14%
- X Months XXXXXX +939%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXXX% finance XXXX% cryptocurrencies XXX% technology brands XXXX% automotive brands XXXX% countries XXXX% luxury brands XXXX% exchanges XXXX% currencies XXXX% agencies XXXX%
Social topic influence stocks #1716, all the 1.2%, has been 1.01%, $isrg #3, $unh #50, $elv #14, ticker #406, $rop #2, $wso #2, $csu #5
Top accounts mentioned or mentioned by @amitisinvesting @brent_e_trader @leonelissen @slim20359096 @hdt555el @rentyourstocks @unusualwhales @caretak8r @durablecreators @invest091 @nameistinna @jonnagap @trynot2worry @brentetrader @behavioralbull @qualityinvest5 @winnerinvestor @taobanker @vijaysanatanii @triberuffner
Top assets mentioned Intuitive Surgical, Inc. (ISRG) UnitedHealth Group (UNH) Elevance Health Inc (ELV) Roper Technologies Inc (ROP) Watsco, Inc. (WSO) Bridge Mutual (BMI) Robinhood Markets, Inc. (HOOD) Morningstar, Inc. (MORN) MercadoLibre Inc (MELI) PayPal Holdings Inc (PYPL) MarketAxess Holdings Inc. (MKTX) Cintas Corporation (CTAS) Copart, Inc. (CPRT) Effect.AI (EFX) Centene Corp (CNC) Factset Research Systems, Inc. (FDS) S&P Global Inc (SPGI) Fair Isaac, Corp. (FICO) Moody's Corporation (MCO) Fiserv, Inc. (FI) Progressive Corp (PGR) Casella Waste Systems Inc (CWST) Waste Management, Inc. (WM) Lemonade, Inc. (LMND) Rocket Lab USA, Inc. Common Stock (RKLB) Danaher Corporation (DHR) Ferrari N.V. (RACE) Waste Connections, Inc. (WCN) Watsco, Inc. Class B (WSO.B) Helium IOT (IOT) Molina Healthcare, Inc. (MOH) Msci Inc (MSCI) Bull Market (BULL) CSW Industrials, Inc. (CSW) Axon Enterprise, Inc. (AXON) MURPHY USA INC. (MUSA) CAVA Group, Inc. (CAVA) Zoetis Inc (ZTS) Wat (WAT) MP Materials Corp. (MP) Tesla, Inc. (TSLA) Republic Services, Inc. (RSG) Verisk Analytics, Inc. (VRSK) SBET (SBET) BITMINE IMMERSION TECH (BMNR) TrueBit (TRU) Neurobro (BRO) Marsh & McLennan Companies, Inc. (MMC) Trimble Inc (TRMB) Morgan Stanley (MS) Earth X Essence (ESS) CME Group Inc (CME) Amazon.com, Inc. (AMZN) IDEX Corporation (IEX) IDEXX Laboratories, Inc. (IDXX) Church & Dwight Co., Inc. (CHD) Jack Henry & Associates, Inc. (JKHY) Rocket Companies, Inc. (RKT) Oscar Health, Inc. (OSCR) Applovin Corporation (APP) EMCOR Group, Inc. (EME) Old Dominion Freight Line Inc (ODFL) Descartes Systems Group Inc (DSGX) Costco Hot Dog (COST) Live Nation Entertainment, Inc. (LYV) Aaon Inc (AAON) Comfort Systems USA, Inc. (FIX) CSW Industrials, Inc (CSWI) Carnomaly (CARR) Carlisle Companies, Inc. (CSL) The Root Network (ROOT)
Top Social Posts #
Top posts by engagements in the last XX hours
"Still not as bad as Fidelity app The biggest drawback with $SCHW app are all the safety boxes you have to agree to every time you place an order. e.g. this is similar to an open order this limit order will execute because current price is lower crypto involves risks and so on"
X Link @SayNoToTrading 2025-10-14T21:02Z 10.8K followers, XX engagements
"Is LandBridge $LB the next Texas Pacific Land Corp $TPL First let me tell you a story about TPL going back 25ish years ago. As I mentioned this morning Taser (now $AXON) was the ultimate battleground stock back then on Yahoo Finance and $MSFT MoneyCentral (now MSN) forums. Maybe not the ultimate but a frequent deep value stock discussed back then was Texas Pacific Land Trust (the C-corp conversion is very recent). Back then market cap was around $200M (today it's $25B). When you bought into $TPL you were paying around $XXX per acre from what I remember. The investment thesis back then was"
X Link @SayNoToTrading 2025-06-24T22:16Z 10.8K followers, 5903 engagements
"We will have a crash Those were the very last words by Andrew Ross Sorkin on the XX Minutes Booms Busts and Bubbles episode tonight. Cleverly edited to sound dramatic when he was just saying theres always a crash in the future he just doesnt know when"
X Link @SayNoToTrading 2025-10-13T02:52Z 10.8K followers, 8277 engagements
"Putting together YT playlist and salivating after seeing this new one from @bizbreakdowns on insurance brokers $BRO $AJG $AON $MMC $BWIN"
X Link @SayNoToTrading 2025-08-18T21:17Z 10.7K followers, 2890 engagements
"I unmute CNBC when I notice the $UNH AARP Medicare Advantage commercials come on because they are mu$ic to my ears"
X Link @SayNoToTrading 2025-10-09T15:49Z 10.8K followers, 5192 engagements
"Was just about to hop in shower when I noticed $MUSA Murphy USA volatility. This is actually quite usual for the name. +50 shares at $XXXXXX. My highest cost lot is $XXXXXX. $ANCTF $ATD $ATD.TO getting interesting here too but I will wait for $45.xx USD"
X Link @SayNoToTrading 2025-03-17T15:19Z 10.8K followers, XXX engagements
"When I saw the $2800 USD on $CSU $CSU.TO $CNSWF this morning I was about to add XX shares until I saw the headline: Constellation Software Stock (CSU) Plunges XX% as President Mark Leonard Abruptly Resigns WOW. It is for health reasons but he was founder and CEO since 1995. I'm not going to chase dip without further info"
X Link @SayNoToTrading 2025-09-25T15:07Z 10.7K followers, 7478 engagements
"Next Thursday after close are Samsara $IOT earnings. Thanks to your help it seemed to get the votes among highest quality SaaS names with a hardware component to minimize AI disruption risk. Similar to $AXON $BMI $ISRG $TRMB. Owned all those and some for very long time but always held off on Samsara stock due to same reason we all do; valuation. To recap I started a small $IOT position on Aug 14th after that conversation at $XX. Then when it re-visited that level last Wed I bought more. Currently have 1k shares. I don't know the company/industry well enough to make an informed earnings"
X Link @SayNoToTrading 2025-08-29T17:38Z 10.8K followers, 12.6K engagements
"Morgan Stanley analyst thinks Rocket Lab $RKLB can challenge SpaceX sooner than expected. Any $MS clients here that can share with me the report"
X Link @SayNoToTrading 2025-10-15T04:46Z 10.8K followers, 1611 engagements
"@Breadcrumb_Cap $UMG $UMGNF is better than $WMG which is why I own more of it"
X Link @SayNoToTrading 2025-09-30T04:30Z 10.7K followers, XXX engagements
"@twikroya Same answer for $UI. Remember I only sell if thesis breaks and I mean seriously breaks"
X Link @SayNoToTrading 2025-10-10T13:07Z 10.8K followers, XXX engagements
"Latest $CAVA stock boots-on-the-ground research. Summary: As both shareholder and customer I am pissed at @cava as their operations are a total disaster. To recap I have been eating at Cava for 8+ years and quality has declined dramatically in 2025. I'll refrain from the universal rants on recent portion sizes and stick with my visit yesterday: - Visited Laguna Niguel location at 5:20 pm on Sunday. - Not busy at all which makes what comes next especially inexcusable. - No falafels and a XX minute wait for them in same breath they say they are most popular protein along with chicken (so why"
X Link @SayNoToTrading 2025-10-13T22:51Z 10.8K followers, 12.4K engagements
"Regarding Samsara $IOT $QCOM $TRMB and my friend who sells trucking SaaS and was at the Intermodal EXPO in LA last week"
X Link @SayNoToTrading 2025-09-24T18:17Z 10.8K followers, 4376 engagements
"Now that they rebounded to green sold my highest cost shares from the drop in Constellation Software $CSU $CSU.TO $CNSWF. As previously discussed only keeping this lowest cost new lot of XX shares at $2666 USD. Unless we go lower in which I will add more. As I've been saying the big problem with Constellation is not Mark Leonard stepping down. Nor is it AI in and of itself. The reason AI is the problem is because they buy a bunch of low quality software paying a multiple of 2-4x which tells you the quality. This is low hanging fruit for replicating with AI-assisted coding. The moat $CSU had"
X Link @SayNoToTrading 2025-10-03T14:44Z 10.8K followers, 6003 engagements
"$UNH drop = stupid $CNC $ELV drop = more stupid This is NOT new. Another recycled headline which spooked the algos and body slammed every health insurer name"
X Link @SayNoToTrading 2025-08-26T20:03Z 10.7K followers, 17.1K engagements
"What are the highest quality best REITs to own for the next 10+ years if you want consistent dividends with minimal risk of cuts $AMT American Tower (cell towers data center) $AVB AvalonBay Communities (coastal urban apts) $CPT Camden Property Trust (coastal urban apts) $CTRE CareTrust (skilled nursing assisted living) $DLR Digital Realty (data centers) $EQIX Equinix (data centers) $ESS Essex Property Trust (coastal urban apts) $EXR Extra Space Storage (self storage) $FRT Federal Realty (mixed-use) $MAA Mid-America Apartments (non-coastal apts) $O Realty Income (retail mostly) $PLD Prologis"
X Link @SayNoToTrading 2025-03-08T15:24Z 10.8K followers, 1074 engagements
"Since the house always wins I always prefer to own the casino over the most egregious casino stocks. I'm talking the exchanges like $ICE $CME $NDAQ $COIN as well as brokers $HOOD $IBKR. As to what casino stocks are you know what they are and I'm not talking $WYNN. When it comes to Intercontinental Exchange $ICE I really love the Polymarket deal. Gambling of the future will not be at physical slot machines but rather Polymarket Kalshi sports and meme stocks. Though after next market crash meme stocks will be go out of style possibly for several years. However their behavior won't change"
X Link @SayNoToTrading 2025-10-08T15:59Z 10.8K followers, 4648 engagements
"@invest091 Congrats to all who caught the $SFM breakout after a completely flat share price for what X years Though now valuation concerns me. What makes us think growth is sustainable Related I did buy $WFM Whole Foods Market once and it was the day before $AMZN announced purchase"
X Link @SayNoToTrading 2025-10-08T04:58Z 10.8K followers, XXX engagements
"Lucky re: $UNP. By then I had decided I wanted to add more but missed it when it dipped to $210ish that day. All my shares are in the $100s so I'm not looking to average up here in the $220s. Remember what happened to $CP after all the debt from Kansas City deal. While I think $UNP will be positioned well long term stock might be rangebound for a while as it delevers and digests $NSC. As such I want lower for add since I already have 1k shares"
X Link @SayNoToTrading 2025-09-23T23:13Z 10.7K followers, XXX engagements
"Had to walk dog last XX mins 'til close so I missed this IDEX $IEX drop to $XXXXXX. Which coincidentally is my exact cost basis. I would have added XX at that price. Not as high quality as Ametek $AME (Buffett fav) and Parker-Hannifin $PH two other industrial consolidators but $IEX is definitely high quality. If $AME and $PH are 10s then I'd say $IEX is a solid X. Normally beats S&P by a couple hundred basis points but recent underperformance has brought it in-line. If you think the thesis isn't broken then outperformance could happen next X years"
X Link @SayNoToTrading 2025-09-17T23:15Z 10.8K followers, 4400 engagements
"@retaildoll @blurfonz When you say bank you mean your investment manager Yeah good chance of it melting up into year end but not for me here"
X Link @SayNoToTrading 2025-10-13T16:26Z 10.7K followers, XX engagements
"After 2+ years I sold my Factset $FDS stock today and here's why: (1) Gartner $IT dumped XX% today because of LLMs encroaching on the research they offer especially at the price points they offer ($20-80k or more per seat). Factset research facing similar albeit milder. (2) That price I bought $FDS at in May 2023 at $382/$383 were at intraday lows after a selloff. Meaning I was never underwater on it after not even for a day. But here we are almost back to those prices in a bull market what does that tell us (3) Unlike say health insurers who have faced extreme valuation compression that is"
X Link @SayNoToTrading 2025-08-05T21:35Z 10.7K followers, 8265 engagements
"For $ZTS Zoetis holders hopefully you used the dip X days ago as opportunity to double-down and then sell your higher cost shares after they rebounded to green. I'm holding these XXX which were X cents from not just the 52-week low but a 3-year low. Ironically as I posted about $ZTS that day I was at the vet arguing against long term safety of JAK inhibitor Apoquel. Price is around $X per pill and the way it's dosed is a huge scam as you can see in the pill splitting guidelines. Vets won't prescribe rounding the dosage down to nearest whole pill increment so you're basically paying 2x more"
X Link @SayNoToTrading 2025-09-30T17:55Z 10.8K followers, 3133 engagements
"Robinhood down may not be a one-off. I am encountering this with multiple non-broker financial websites this morning such as GuruFocus. It appears the bottleneck is with quote data and data feeds being broken. Since everyone could login to $HOOD but not see anything my guess is it may be some API issue related to data feeds"
X Link @SayNoToTrading 2025-10-06T14:53Z 10.8K followers, 52.7K engagements
"What was my #1 favorite stock from yesterday If you're a newer follower you should definitely read this as it explains how I buy and sell. MarketAxess $MKTX and $PYPL have a lot of similarities actually. However one is an X favorite while the other X couldn't care less about. I'm sure you've seen the below chart from @fiscal_ai or ones like it circulating on here for $PYPL. You can chart the same for $MKTX but it's even cleaner. Despite the disastrous drawdown in MarketAxess stock which I have been posting about as long as I've been on here I make money on every transaction for it. I'm"
X Link @SayNoToTrading 2025-10-11T15:07Z 10.8K followers, 6362 engagements
"On Cintas $CTAS stock take note that today we did match the April 7th intraday low"
X Link @SayNoToTrading 2025-10-14T19:34Z 10.8K followers, 2133 engagements
"Time to start averaging up on Tradeweb $TW. As far as the Tradeweb vs. MarketAxess $MKTX rivalry I get it but I also don't because: - MKTX focused on high-grade corporate bond while TW on Treasuries. - TW probably stronger on munis but I would say MKTX has emerging markets lead though small for both. Remember $HOOD replaced $MKTX in the S&P. I get the frustration with MarketAxess since Covid highs but you do need to keep in mind valuation was insane and so much of share price plummet was that - see chart. Will Robinhood do the same I'm certainly not rooting for it but am well aware of the"
X Link @SayNoToTrading 2025-09-19T19:52Z 10.8K followers, 4269 engagements
"To counter all the $NVO bulls who only post positive news let's talk about Catalent $CTLT which I did buy before Novo Nordisk bought them. This has been an unmitigated disaster and today casualties include Scholar Rock $SRRK who has a phase X spinal muscular atrophy drug which is being held up not because of efficacy or safety but rather because $NVO can't get their act together to manufacture safety"
X Link @SayNoToTrading 2025-10-13T17:59Z 10.8K followers, 5776 engagements
"Because I only got one buy in of Waters $WAT at its lows before rebounding I did sell it for a modest gain when Danaher $DHR dropped big on the 25th to buy more of it being higher conviction. Normally I don't do this type of thing. The exception is when the position is tiny due to the bottom being short-lived. Rather than have an excess number of those tiny positions I'd rather roll into more core names if opportunity presents itself. As it did with $DHR which is now up about XX% in about a week"
X Link @SayNoToTrading 2025-10-05T15:18Z 10.8K followers, 1591 engagements
"@invest091 $CTAS is one of my favorite high multiple stocks"
X Link @SayNoToTrading 2025-10-09T22:40Z 10.7K followers, XXX engagements
"@TribeRuffner Ignoring valuations $BMI because of the hardware component. Software + hardware combined = less prone to AI disruption hopefully"
X Link @SayNoToTrading 2025-09-02T23:39Z 10.8K followers, XXX engagements
"Out of the 15-20 industrial stocks I bought first week of April and posted about then probably the most disappointing is $IEX IDEX Corp. Not to be confused with $IDXX IDEXX Labs which I also bought. After today's earnings it's flat. 15-20 others are almost all up 30-150%"
X Link @SayNoToTrading 2025-07-30T23:13Z 10.8K followers, 3275 engagements
"@SevenParr $CHD now and possibly if lower $MKC also interesting"
X Link @SayNoToTrading 2025-10-06T21:00Z 10.8K followers, XXX engagements
"Going through my chips account surprisingly $AMD is not the best performer since its bottom on April 7th and 8th. If you bought at exact intraday bottom of $77.xx you are up XXX% on today's OpenAI news. However Micron $MU beats them up XXX% from when it bottomed on April 4th"
X Link @SayNoToTrading 2025-10-06T15:30Z 10.8K followers, 3588 engagements
"Dare I say Jack Henry $JKHY at $XXX is what I would strongly prefer over $PYPL at $XX No I won't say it. That would result in too many emotionally charged comments from the Paypal mob on here"
X Link @SayNoToTrading 2025-10-01T16:14Z 10.8K followers, 4917 engagements
"If you believe in any variation of AI 2027 coming to fruition you should be gravely concerned about an upcoming double-dip or worse in office REITs $SLG $BXP $VNO $KRC $CUZ $DEI $ESRT. I just sold my last slug of SL Green (attached) picked up in 2023 which was lower than covid low. Also dumped last of Empire State Realty Trust picked up in both 2020 and 2023 at $X. It's true work-from-home died and return-to-office is real. Not denying that. But which jobs are most at risk from AI First it's the people who work in offices. We don't need humanoid robots to replace them. Many are dispensable"
X Link @SayNoToTrading 2025-08-11T16:45Z 10.8K followers, 2987 engagements
"Bought so much today but unlike others on here there's no secret or sub required to find out. Every name I bought today has been discussed in my feed extensively. I am consistent; if I am buying and it continues lower than my highest cost shares I buy more. On a really fun day like today I even add to many positions which are higher than my highest cost shares when I believe they are a good value. I do like averaging up on big drops. Well into 7-figures of buys today. Not going to post XX screenshots of each stock or tabulate them all. Like I said the names are in my feed"
X Link @SayNoToTrading 2025-10-10T23:32Z 10.8K followers, 39K engagements
"Top XX stocks with market caps of $10B+ ranked by short interest: X. Rocket Companies $RKT short interest 31.82%. X. Hims & Hers Health $HIMS 30.00%. X. Moderna $MRNA 17.02%. X. AST SpaceMobile $ASTS 16.96%. X. Mobileye Global $MBLT 16.53%. X. Hyatt Hotels $H 16.30%. X. MP Materials $MP 15.98%. X. Super Micro Computer $SMCI 15.40%. X. GameStop $GME 15.24%. XX. Omnicom Group $OMC 14.81%. Was not expecting Hyatt Verified on Fintel and it's legit"
X Link @SayNoToTrading 2025-08-09T00:14Z 10.8K followers, 6313 engagements
"@DigitalSamIAm Agree with all and you just made the best bull argument as well as analogy for $RACE. Did you know Rolex is a non-profit Or at least owned by one. Too bad they couldn't structure it so watch purchases would have a tax deductible value attached to them"
X Link @SayNoToTrading 2025-10-09T22:37Z 10.8K followers, XXX engagements
"I did start my Waters $WAT position yesterday. Should have bought in August when it was cheaper but was busy with other healthcare stocks so never noticed the $XXX. I say other because Waters is highly correlated despite not being full-on healthcare. In fact compare 6-month chart to $ELV"
X Link @SayNoToTrading 2025-09-04T18:53Z 10.8K followers, 5467 engagements
"Nice spike after hours on Oscar Health $OSCR on Trump comments about possibly reaching deal on ACA subsidies. But I dont care about this. Tell me about Medicaid deal for Centene $CNC and Molina $MOH so I can make some real money"
X Link @SayNoToTrading 2025-10-06T21:32Z 10.8K followers, 24.5K engagements
"You can only choose one today which $RACE vs. $HON vs. $CTAS"
X Link @SayNoToTrading 2025-10-09T18:50Z 10.8K followers, 4953 engagements
"Are you pissed about $HOOD not allowing orders Friday They did me worse; $85858 trading error As I mentioned to @pepemoonboy yesterday I only had difficulty on Robinhood app for a min or two. It was right before close. I was trying to buy XXX shares of $ISRG and I kept encountering an error after swiping up to submit. Eventually the order went through. Guess what While looking over my account today I see that rather than XXX shares at $XXXXXX it executed this transaction TWICE. See screenshot. That's an extra $85858 spent without my permission. So what am I going to do I ask WWTD Trump would"
X Link @SayNoToTrading 2025-10-11T21:46Z 10.8K followers, 36.2K engagements
"Hey Im not saying $APP wont bounce back. In this market it probably will. Though some important perspective: - After hours price drop takes price back just X weeks. - Any valuation metric you want to use is hard to wrap your head around. Applovin is a stupid name with a great business and a stupid expensive valuation"
X Link @SayNoToTrading 2025-10-07T00:50Z 10.8K followers, 6547 engagements
"Zoetis $ZTS hovering right next to the 2023 and 2025 intraday lows. From personal experience I'm not adding. My dog has serious adverse reactions to both Simparica Trio and Cytopoint two of their biggest products. Goes back to what I say is that it's better to own the testing - $IDXX - over the drugs. Drugs cause side effects have controversy. Are often optional or have alternatives. Tests as long as they're accurate the only controversy is their cost"
X Link @SayNoToTrading 2025-09-19T17:47Z 10.8K followers, 3358 engagements
"Unlike life insurance where you have to accurately predict when and how a XX y/o will die health insurance is short-tail. When $UNH $ELV $CI $CNC and $MOH price coverage too low they're not screwed for decades. As is the case with life insurance and product liability (think PFAS and asbestos claims). The Big Beautiful Bill was far worse than feared for Medicaid and ACA subsidies which is a rare outcome. As such we shareholders are suffering. Many of the health insurers are trading at 25+ year lows per multiple valuation metrics. But this is not $MMM dealing with PFAS liabilities 30-50 years"
X Link @SayNoToTrading 2025-07-18T22:23Z 10.7K followers, 30.2K engagements
"Dexcom $DXCM sells continuous glucose monitoring (CGM) devices and is backed by a robust IP portfolio. Unfortunately as with many med tech stocks Dexcom has traded in a sideway range the last X years. Likewise for Insulet $PODD which is the device delivering insulin. They're complementary not competitors. But don't let that fool you; the revenue growth and share price are inverse during that time. It's a case of valuation getting ahead of itself and has now been going through a digestion period. If/when that digestion period is over it should return to market beating returns as it has the"
X Link @SayNoToTrading 2025-03-29T14:15Z 10.8K followers, 6161 engagements
"I did end up adding XXX $DLO on Friday at $XXXXX. Ive only owned this name since July and on every purchase price never went lower after. Always green from following day onward. Lets keep this streak going"
X Link @SayNoToTrading 2025-10-13T16:22Z 10.8K followers, 3572 engagements
"I hate this $LVMHF $LVMUY $MC.PA rebound. Sure back in green but last Thursday I had a flight departing at market close (1 pm Pacific). Placed an order to double-down these shares at $XXX around noon. Wasn't filling so went to adjust price up a few dollars but plane was boarding so couldn't finish. Now we're 13%+ off that price. I do need to do a dive into how much booze sales are impacting LVMH but the reason I'm confident in buying is Bernard Arnault. He's been buying for first time in years and he thinks in decades and generations not quarters. Yes you will see that "Black Monday" April"
X Link @SayNoToTrading 2025-07-02T18:00Z 10.8K followers, 4904 engagements
"@brent_e_trader Low BMI and low $BMI share price = good"
X Link @SayNoToTrading 2025-09-17T19:42Z 10.8K followers, XXX engagements
"For those asking me about rare earths minerals stocks like $MP $USAR $LYSDY $LYSCF $ARRNF $NEO.TO $UURAF $CRML. You do realize a lot of these are a little more than billion dollar biz plans Even the best the only one I own which is $MP MP Materials has a market cap of $14B is X years away from having a theoretical 16x multiple according to X analyst only. I bought at $XX and would have zero interest buying it here. Keep in mind that most mining stocks should have a low to mid single-digit multiple and despite the wording rare earths are not rare. It's the refining capacity which is rare"
X Link @SayNoToTrading 2025-10-13T13:42Z 10.8K followers, 19.9K engagements
"Yeah stocks like these are what make owning a lot of names possible. $APD never going anywhere unless through M&A. That doesn't mean stock might not have long periods of underperformance or make mistakes like that hydrogen buildout. You could buy Air Products stock die and let's say your heirs forgot about your brokerage account for XX years. Very high odds the stock not only still exists but likely beat S&P during that time. Not a lot of businesses like this when you think about it. Almost everything is ripe for disruption but the use of specialty industrial gases will exist forever"
X Link @SayNoToTrading 2025-08-31T14:33Z 10.8K followers, XXX engagements
"Sailpoint $SAIL earnings before bell on Tues. Thoma Bravo took this cybersecurity stock private in 2022 did their usual shenanigans then dumped on market with an IPO in Feb. Well I have heard they are good at what they do they are an older company founded in 2005. $OKTA is supposedly easier and cheaper to use than $SAIL. As market maintains momentum we are getting more and more lower quality IPOs like this. Many trying to ride coattails of whatever hot themes there are. Be careful. If you participated in $SAIL IPO like I did you lost money. I knew better as to the lower quality of this"
X Link @SayNoToTrading 2025-09-07T19:30Z 10.8K followers, 5720 engagements
"5 days ago was buying Danaher $DHR pretty heavy as you can see from that post. Today I unloaded all the highest cost lots once in green and these XXX shares are what I'm left with. Tax loss selling season can be a great time to cycle through shares to lower cost basis on existing shares plus make a little money in the process"
X Link @SayNoToTrading 2025-09-30T15:20Z 10.8K followers, 5059 engagements
"@brent_e_trader I could get that for $MCO but for $MORN it's small part of biz. Seems like the data aspects were under attack today from $FDS earnings. Look at $MSCI. $SPGI heavy in data too"
X Link @SayNoToTrading 2025-09-18T22:20Z 10.8K followers, XXX engagements
"@davey_juice Do not - I repeat DO NOT - buy $MELI unless you do a pretty price like this"
X Link @SayNoToTrading 2025-10-11T05:49Z 10.8K followers, 1638 engagements
"Schwab $SCHW is so shady with your cash First they don't have an automatic cash sweep so you need to buy their money market fund $SWVXX to get a X% yield. If not you get 0.15%. Problem is that's a mutual fund. Meaning overnight settlement. You can't sell it and use funds to buy something else same day. As a superior alternative BlackRock $BLK offers iShares Prime Money Market ETF $PMMF. It has higher yield than $SWVXX and since it's an ETF instant availability of funds when sold. What does Schwab do They block you from buying it"
X Link @SayNoToTrading 2025-09-18T17:27Z 10.8K followers, 8461 engagements
"Elevance $ELV and Centene $CNC = day late dollar short. Still no AC allowed for me"
X Link @SayNoToTrading 2025-09-02T15:14Z 10.7K followers, 4205 engagements
"Not that I have any interest in buying here but I would choose lucky #13 $ANET over #1 $ALAB on this list if forced to choose. Not saying Astera can't bounce stronger. What I'm saying is at today's valuation which would I rather own X years from now I am biased as I've owned $ANET since $XX but seriously have looked into $ALAB tech pre-IPO and it's no Arista"
X Link @SayNoToTrading 2025-10-14T19:49Z 10.8K followers, 6600 engagements
"@amitisinvesting You just know a lot of people will use $MEME for shorting if not directly then via options"
X Link @SayNoToTrading 2025-10-08T16:11Z 10.8K followers, 4558 engagements
"White Mountains Insurance Group $WTM stock is one you never hear about. Similar to Markel $MKL and Fairfax Financial $FFH $FFH.TO $FRFHF it's a name hoped/hyped to become a mini-Berkshire $BRK.B $BRK.A. During the Covid lows I have positions I picked up in all X with $WTM being the laggard. Back in 2020 White Mountains acquired a majority stake in Bermuda-based Bamboo Insurance. Later bumping it to XX% ownership in 2023. Bamboo is a managing general agency (MGA) they are not an insurer themselves. They are licensed to sell E&S insurance for other insurance companies (called "fronting"
X Link @SayNoToTrading 2025-09-03T15:04Z 10.8K followers, 3481 engagements
"Being open minded wanted to see why you're so negative on $CPRT so I searched your feed for ticker. First I see this: Then I see these same types of comments go back years. I didn't count but it appears to be a few dozen going back to since you've been on here. I don't care if you hate Copart or are short. Though it appears you have an axe to grind. It takes some other motive to post comments like that for years"
X Link @SayNoToTrading 2025-09-30T04:27Z 10.8K followers, XXX engagements
"$AXON vs. $ISRG X very different yet similar stocks. Both undergoing a selloff albeit Axon mildly for now. Intuitive Surgical flirted with the April 7th level of $XXX past couple weeks before rebounding a bit. Axon still far above April 7th level of $XXX as you can see. Not saying we go down there but Id be okay with even high $500s to add. Similar to Musk and $TSLA compensation package Rick Smith has a big payday if he hits seemingly impossible targets. I would bet with him not against"
X Link @SayNoToTrading 2025-09-24T23:53Z 10.8K followers, 4909 engagements
"Regarding $FDS and $LSEG vs. $MSCI I know that FactSet requires significant human capital (2/3rds of employees in low cost labor markets) and capital investment (2.4x the capex to FCF of $CME and 5.7x of MSCI) resulting in lower net income per employee (5x less than MSCI 20x less than CME). Still it just seems like $MSCI is too loved right now so between buying it vs. $FDS I'd go with latter. The last decent time to buy MSCI was when there was the ESG rating backlash which climaxed in April 2024 and that's when I bought. Yes $FDS may be an inferior business to MSCI indexing but at this moment"
X Link @SayNoToTrading 2025-09-20T19:15Z 10.8K followers, 8004 engagements
"With Hershey $HSY at YTD high today good time to bump my tutorial so new followers understand what the hell Im doing with all my buying. I do this with everything including $UNH"
X Link @SayNoToTrading 2025-09-16T20:46Z 10.8K followers, 12.4K engagements
"Regeneron $REGN fans will be happy to know that after waiting X years I finally added to it today. .until I tell them all I did was buy XX at $XXX and a bit later sell my XX highest cost shares from $XXX. I'm feeling $XXX for a real add. Anything in the $470s will probably just be swaparoos like this"
X Link @SayNoToTrading 2025-06-05T17:28Z 10.8K followers, 3697 engagements
"Whether it's true or false I needed that 90-day tariff pause spike. Unloaded at least a $1M of higher cost lots for $HUBB $ODFL $BLDR $SAIA $LFUS $BRKR $EME $AAPL $MSFT $AMZN $FN $NVDA $RKLB and a couple dozen others"
X Link @SayNoToTrading 2025-04-07T14:31Z 10.8K followers, 1579 engagements
"@ManglaniAkshay I came full circle down to $XXXXXX which was my April 7th $RACE buy"
X Link @SayNoToTrading 2025-10-11T05:18Z 10.7K followers, XXX engagements
"$BMI is not the company of a decade ago just selling water meters. They come with a subscription to work. Munis aren't going to stop paying because then they would have to dig up meters and replace. Risk of multiple re-rating is true with $BMI just as it is with any high multiple company like $FICO $CTAS and so on. That's not going away. However valuation on EBIT (not to be confused with EBITDA) is in-line with historical. Forward is 26x. Floor can always fall out so never denying that risk"
X Link @SayNoToTrading 2025-09-04T22:38Z 10.8K followers, XXX engagements
"Not identical but similar. If you missed this years drop and rebound in Manhattan Associates $MANH then SPS Commerce $SPSC is interesting here. Even more interesting though is Descartes Systems Group $DSGX"
X Link @SayNoToTrading 2025-09-29T19:01Z 10.8K followers, 2881 engagements
"Said a while ago I would buy XXX shares of Copart $CPRT every single day. I lied. Friday was more than that"
X Link @SayNoToTrading 2025-10-13T04:05Z 10.8K followers, 5424 engagements
"Old quote from Mark Leonard of Constellation Software $CSU $CSU.TO $CNSWF regarding Jack Henry & Associates $JKHY. Theyre being hit hard right now on regional banking fears. Who do you like more here $JKHY or Fiserv $FI"
X Link @SayNoToTrading 2025-10-01T21:24Z 10.8K followers, 4099 engagements
"This pattern is really starting to piss me off Here's the one year chart of Waste Connections $WCN. You can see where it hits $XXX. Two Thursdays ago I had the mid-day dog walking duty which inconveniently is 12-1 pm. Last hour of trading. On that Thursday $WCN hit $170.xx briefly but I missed it thanks to the recently unusable Fidelity app. Today also Thursday exact same situation. This time I was able to buy but not ideally. Would have done better at desktop for sure. $WM $RSG $CWST also interesting here"
X Link @SayNoToTrading 2025-10-09T22:28Z 10.8K followers, 4052 engagements
"For those who say retail participation in this euphoria is nothing like 2021 I present you this chart"
X Link @SayNoToTrading 2025-10-08T21:32Z 10.8K followers, 17.8K engagements
"I've sold many 5+ year holdings this week for a good reason: $SLG $FRT $AVB $ESS $KIM $O $VICI $CPT Why Because these were Covid low buys. They were great deals and work as income plays but are drags on portfolio long term (decades). I sell all of my losing lots on every stock each year but last time my realized losses realized gains I think was 2018. Because of health insurers looks like this year that won't be a problem so now I am selling some of these since I can finally offset the gains. Many of these real estate holdings I had already reduced within the past couple years and I think all"
X Link @SayNoToTrading 2025-07-30T14:47Z 10.7K followers, 4049 engagements
"Progressive $PGR earnings date is already here. Tomorrow before open. Normally I don't do share rotations right before earnings. After buying lower I want as much time as possible to unload my higher cost lots. Doing that right before earnings volatility is just gambling. However even taking that into account thought risk/reward still made sense to do that with $PGR yesterday so I bought $XXX and sold my $XXX shares this morning on rebound. That buy at $XXXXXX you see the reason it was only X shares is that's all that got filled. It was the exact intraday low during market hours. Will find"
X Link @SayNoToTrading 2025-10-14T14:50Z 10.8K followers, 2378 engagements
"@TheLongAJ Agree but their Capital IQ and similar is riskier vs. more pure play CRA $MCO"
X Link @SayNoToTrading 2025-09-20T18:33Z 10.8K followers, XXX engagements
"Who here is a bit upset with @vladtenev because the $HOOD outage caused them to miss the $MELI low near open today I did get in +25 at $2121.21 from desktop but after that both it and app were not working. I've been asked a lot about MercadoLibre and why it's selling off: (1) News that Amazon $AMZN giving it another go in Brazil and this time subsidizing the hell out of sellers by waiving all or most fees. (2) Temu $PDD Shein and Sea $SE making headway in $MELI home turf. We've seen this narrative before not new. Will it matter this time Maybe. Though when you invest in $MELI you are"
X Link @SayNoToTrading 2025-10-06T18:32Z 10.8K followers, 6429 engagements
"For the record I love all the trash co's $WM $WCN $RSG $GFL and $CWST. However the one I like best for long term is Casella Waste Systems $CWST and I'm liking it today for an add. First since 2023. CEO transitioning to chairman is not reason to sell the stock. From press release: "John Casella who joined his brother Doug in 1976 a year after Doug founded the company has led the growth and expansion of Casella Waste Systems into a leading waste management and resource solutions company in the eastern United States significantly enhancing value for shareholders customers and communities." Guy"
X Link @SayNoToTrading 2025-08-07T18:47Z 10.8K followers, 6253 engagements
"@brent_e_trader Search my feed for Brassica their $CMG backed competitor. So much better"
X Link @SayNoToTrading 2025-10-14T03:57Z 10.8K followers, XXX engagements
"@pepemoonboy Thanks and definitely I must mention at least one or two a week. Here's one from couple days ago: I like adding to these long term winners during times like this after consolidating sideways for a few years and compression in valuation"
X Link @SayNoToTrading 2025-09-07T20:37Z 10.8K followers, 5060 engagements
"Didn't have time to post this yesterday: bought a little $ADP. Why Well you know my negative thoughts on it and $PAYX and if not search my feed for either ticker. Thing is it as well as many non-AI industrials are hovering near April lows and some have even taken them out like the trash companies. I'm talking literal trash not $IONQ. I always like exposure to opposite of prevailing thesis even when I agree with it. As in if we don't get mass employment disruption from AI then $ADP should be a decent buy here in the long run. Plus I had lightened up my exposure to $PAYC and $PCTY this summer"
X Link @SayNoToTrading 2025-10-10T13:59Z 10.8K followers, 2315 engagements
"$FICO holders Bill Pulte about to be interviewed. If he's not nice may get some weakness. Reminder: he's never nice to FICO but this is first interview since their new offering so who knows"
X Link @SayNoToTrading 2025-10-03T14:53Z 10.8K followers, 2325 engagements
"Unpopular opinion: I researched Lemonade $LMND before IPO in 2020 heavily in 2021 minimally in 2022-2023 and not much since. Just could not get convinced no matter how hard I tried to be positive on it. Since diving back into it this week while I agree they have some impressive growth metrics since it's growth at any cost. What may be the most important metric for a P&C insurer - book value per share - has been declining not growing since IPO. My takeaway The more I research them the more conviction I have in Progressive $PGR. Even though it's above my add target of mid $230s I've been"
X Link @SayNoToTrading 2025-10-03T19:14Z 10.8K followers, 44.9K engagements
"So much buying today but it's none of the nonsense top XX names you see trending on here. In fact Samsara $IOT is the only high growth tech name I've added to today. If you use $TSLA FSD regularly listening to this interview will make you think so much of the scolding we get for looking away or touching something. Samsara does the same but for commercial drivers"
X Link @SayNoToTrading 2025-09-25T18:37Z 10.8K followers, 14.2K engagements
"If you follow me you may know I've had a 1000 share position in $ODFL which I've been cycling shares on from the $170s down to current $XXX. Normally that involves going overweight 500-1000 shares (1500 to 2000 total) and then selling the higher cost lot(s) after rebounding green. Today for first time I'm not doing that. I sold XXX highest cost and am now underweight XXX. With so much I like on sale rather than tie up that money and wait I'll risk whether or not I get better price to add XXX more. FYI my realistic downside target for $ODFL is $XXX. That doesn't mean it can't go way lower."
X Link @SayNoToTrading 2025-09-25T19:09Z 10.8K followers, 4051 engagements
"@Veganhippo21 @cava Wow That is pretty amazing. $NVDA was best at video cards then but who would have thought GPUs would become so crucial On $CRM so are you long and how do you feel about it now My average cost basis is $140s and just am not compelled to add here yet despite all the hate"
X Link @SayNoToTrading 2025-10-14T22:57Z 10.8K followers, XXX engagements
"For long term winners like Costco $COST stock normally this is the type of chart I like to buy; where the price is re-visiting the low points within the last 12-18 months. Even if we cut through all earnings-based metrics and just look at straight up EV to revenue I just don't know what the right level is. Is it 0.3x as it was in the 2000s I doubt it. But is it 1.5-1.6x That makes me uncomfortable too. I understand the re-rating but even if we go Covid-era onward seems like 1.2x would be more appropriate. Still very expensive I'm just proposing a realistic buy level if insisting on buying"
X Link @SayNoToTrading 2025-10-07T04:06Z 10.8K followers, 6278 engagements
"I've said it before and I'll say it again. From risk/reward starting here I like Roper Technologies $ROP over Constellation Software $CSU $CSU.TO $CNSWF. Remember I do have XX new CSU shares from the Mark Leonard selloff (first buy since 2022) so I'm not hating it. Thing is all the compounder/quality bros fail to realize or accept Constellation has always been about ROI per deal not deal quality. Sure they are highly diversified but a lot of it is low quality software. They only paid a very low single-digit multiple on it so they were OK with that. I'm not OK with that in the age of AI where"
X Link @SayNoToTrading 2025-10-09T05:18Z 10.8K followers, 5606 engagements
"Wasn't planning tacos for dinner but to celebrate I'm going to conjure up a recipe with some ingredients on hand. $PEP Siete almond flour tortillas spiced tempeh microgreens and on mine at least about a 1/4 bottle of hot sauce + ghost pepper flakes. Too much heat is almost enough. Do consider a plant-based option for your taco time celebration. Next time you want pulled pork consider that pigs are way smarter than your dog (no matter the breed) and actually compare to a 3-year old human. How we treat them is absolutely horrific. If you wouldn't do this to your dog you shouldn't do this for a"
X Link @SayNoToTrading 2025-10-11T00:29Z 10.7K followers, 5227 engagements
"@HatedMoats You mean here I did buy before this though starting at I think $120"
X Link @SayNoToTrading 2025-10-08T22:56Z 10.7K followers, XXX engagements
"Ok done with workout so now I can reply from PC. From your job you will know more about $MORN DBRS than me. As I posted during the tariff tantrum I started a tracking position of XXX shares in it for that very reason. It rebounded nicely to $300+ right away but of course now back to the price I bought due to the same reason all research/consultant services have sold off. Right now it's such a tiny part of their revenue I do have concerns about declining or slowing revenue for mothership. I mean aside from feeds they sell to brokers like $HOOD Fidelity and similar there's the portfolio"
X Link @SayNoToTrading 2025-08-20T23:13Z 10.7K followers, XXX engagements
"Intuitive Surgical $ISRG forward EV/EBIT is 40x. You can see where that lands on historical"
X Link @SayNoToTrading 2025-09-03T17:58Z 10.8K followers, 5847 engagements
"Today. Cant believe some people are still not on to the TACO trade"
X Link @SayNoToTrading 2025-10-10T18:37Z 10.8K followers, 10.1K engagements
"People need to stop asking if Im selling $RKLB Rocket Lab The answer for it and every stock I own is on the top of my main feed in white font on black background. I guess the first 20k shares are now up around 1800%. The other 6k are from this year at $16-39"
X Link @SayNoToTrading 2025-10-08T14:48Z 10.8K followers, 18K engagements
"When it comes to the best electric utility stocks which have consistent dividend track records and share prices that on average at least double every decade $BKH Black Hills Corp $ES Eversource Energy $NEE Nextera Energy $WEC WEC Energy Group With the exception of $WEC which has XX years of dividend increases the rest are dividend aristocrats with 25+ years of increases. $BKH has raised for XX years. But are they good investments I own $BKH $ES and $ESS but will only add to them at multi-year lows not here. $WEC doesn't quite meet the hurdle for my share price appreciation over XX to 30"
X Link @SayNoToTrading 2025-03-09T11:24Z 10.7K followers, 1107 engagements
"@invest091 Sucks. I have also been waiting to add some $TYL at $470s. Havent added for years. $ROP strong today too"
X Link @SayNoToTrading 2025-10-08T17:11Z 10.8K followers, XXX engagements
"@Cameronko Both $FDS and $MORN are definitely on probation. These are small calculated bets that their long term S&P beating performance may continue and AI may not destroy they. However that thesis may be wrong. Regarding $ISRG see my post on that today"
X Link @SayNoToTrading 2025-09-15T23:30Z 10.8K followers, XXX engagements
"Yeah the bid/ask on these high $ stocks is crazy because like you said they are thinly traded and market makers do crazy spreads to make money off the bid/ask and a round lot trade. I'm not sure what price I would add to $AZO as I haven't looked at current financials but I do know it would have to be much much lower"
X Link @SayNoToTrading 2025-09-23T23:09Z 10.7K followers, XXX engagements
"@jblan010 @nameistinna @patientinvestt Check feed I own $BAH"
X Link @SayNoToTrading 2025-10-06T19:00Z 10.8K followers, XXX engagements
"For American holders of Evolution AB $EVO.ST $EVVTY $EVGGF what the hell is going on with most recent foreign dividend tax withholding Yeah I get the XX% but if you do the math on this it's a negative dividend Small holding so haven't bothered to call this broker's treacherous customer service yet but noticed same thing happened on today's dividend from Euronext $ENX.PA $EUXTF $ERNXY. As I've said before I hate foreign stocks with dividends because the foreign taxes paid are not tax deductible. So you get taxed twice. I wish they would just do buybacks. Don't try and argue with me and say"
X Link @SayNoToTrading 2025-06-09T17:49Z 10.8K followers, 2668 engagements
"Similar to the very successful AARP $UNH Medicare Advantage paid endorsement deal - going on now for XX years - maybe Lemonade $LMND pet insurance should do similar. American Kennel Club is already taken and they do offer plans which cover pre-existing conditions. The only type I personally would consider. ASPCA has their own tie-up. While the idea of paying X% commissions for an endorsement may not sound attractive look at what it has done for $UNH since. On that note I am supportive of the $ROOT deals for lead gen with Carvana $CVNA Hyundai and others. Performance-based arrangements like"
X Link @SayNoToTrading 2025-10-05T18:02Z 10.8K followers, 3130 engagements
"On the topic of $ISRG don't forget about proxy play $UFPT. Intuitive Surgical is the largest customer of UFP Technologies. Yes there has been rumblings of risks regarding the insourcing of the single-use and single-patient medical devices they buy from UFP. However for Intuitive to insource all that's too risky. I did add a little $UFPT stock during the tariff lows and and it's always on my dip buying watchlist"
X Link @SayNoToTrading 2025-08-22T23:40Z 10.8K followers, 4779 engagements
"On red days always pay attention to whatever is surprisingly green. I'm not saying Verisk Analytics $VRSK is a bargain but it has been punished in the vein of consultants and research services like $ACN $IT $GLOB $FDS as well as SaaS names. Fact is using AI to create cheaper knock-offs of their insurance underwriting analytics suite is near impossible unless you were to steal their decades of proprietary data they have collected. This is used by insurance companies for their underwriting. Even being off XXX% is unacceptable. You can replicate the $VRSK shell with vibe coding no problem but"
X Link @SayNoToTrading 2025-08-19T18:00Z 10.8K followers, 4445 engagements
"@DeepValueBagger That's aftermarket. The stock $SPACEX sold for the $SATS deal about X weeks ago is $XXX if I recall. If you're paying more than X% above that you're getting ripped off. A lot of those dual-layers also charge management fees and some do carried interest. Say no"
X Link @SayNoToTrading 2025-10-15T04:38Z 10.8K followers, XXX engagements
"Agreed. Even if your income is XXX% of median most $LYV concerts don't make sense financially on any kind of frequent basis. Seems like for X people to go with parking water (since you can't bring it in) and similar you're looking at minimum $XXX. That would just be for average to good seats not great. Your best bet is to buy aftermarket on day of concert. X weeks ago went with a friend to Matchbox Twenty/Rob Thomas at YouTube Theater part of $SOFI Stadium. I bought X tix about X hours before for $XX total with fees included on Ticketmaster. That's less than price of IMAX movie. That said my"
X Link @SayNoToTrading 2025-09-28T16:55Z 10.8K followers, XX engagements
"Buying the Paychex $PAYX earnings drop does not entice me for the same reason I'm not yet interested in $ADP despite its favorable valuation to recent history. Both of these as well as Paycom $PAYC and Paylocity $PCTY are going to be at ground zero if we get surging unemployment from AI. We're in a rate cutting cycle which reduces the interest they generate on funds before disbursement. This too will worsen if unemployment spikes as rate cutting will get more aggressive"
X Link @SayNoToTrading 2025-09-30T14:48Z 10.8K followers, 3003 engagements
"$ROP Roper Technologies is one of the most underfollowed long term compounders you can buy. My favorite part of the biz is their Neptune Technology Group which specializes in smart water metering and analytics. I feel like Badger Meter $BMI gets so much love in this niche when it really should be shared with $ROP. Neptune provides AMR (Automated Meter Reading) and AMI (Advanced Metering Infrastructure) solutions helping utilities track water usage detect leaks and improve efficiency. About 1/3rd of the municipal water supply in the US uses $ROP This fits Ropers asset-light high-margin model"
X Link @SayNoToTrading 2025-03-05T21:56Z 10.8K followers, 1918 engagements
"On $SPGI and $MCO adds been getting asked a lot about this yesterday and today. This is why I'm only nibbling. You can see below where both were on April 7th. Not saying we need to go back there but something a bit lower I would prefer to see. Say $482-496 on $SPGI and low $470s on $MCO"
X Link @SayNoToTrading 2025-09-19T18:42Z 10.8K followers, 4870 engagements
"Please stop asking this about $RKLB"
X Link @SayNoToTrading 2025-10-10T13:05Z 10.7K followers, 4758 engagements
"My pretty numbers are not a scam. On each of these X days the intraday low on $MELI was within just $X of them"
X Link @SayNoToTrading 2025-10-13T15:46Z 10.8K followers, 2619 engagements
"While not as high quality as Brown & Brown $BRO or Arthur J. Gallagher $AJG among the insurance brokers Marsh & McLennan $MMC is probably the most interesting here at $XXX. Thing is many people don't realize this post-Covid gravy train on crazy insurance hikes will hit a ceiling. Once it does these stocks could go flattish or underperform market for several years. For example if you bought $BRO at split-adjusted price of $XX in 2006 it was not back at that price for XX full years hitting it again 2016. Yeah GFC was between but Brown & Brown is not a bank or even an insurance company. Just an"
X Link @SayNoToTrading 2025-07-03T17:54Z 10.8K followers, 3384 engagements
"Do you really think Elevance $ELV is doing their earnings call X days after they release earnings Not a chance"
X Link @SayNoToTrading 2025-09-30T19:22Z 10.7K followers, 3496 engagements
"@QualityInvest5 Lets just hope it doesnt turn into a $GPN but really their debt is what sunk them"
X Link @SayNoToTrading 2025-10-09T00:31Z 10.8K followers, XXX engagements
"$MSCI and $MORN down today in sympathy with $FDS earnings. Then I start looking and even $SPGI is down X% and $MCO X% both of which are too distant from FactSet"
X Link @SayNoToTrading 2025-09-18T18:10Z 10.8K followers, 6892 engagements
"As another comment emphasized its Braintree payment processing and other non-consumer facing parts. Yeah I like those but if going that route seems Fiserv $FI is cleaner story. To be clear I do think $PYPL will do fine because of all the other stuff. Though as far as the consumer facing platform its hard to be enthusiastic about that aspect of biz and I think thats why stock has gone nowhere; people see PayPal as that. Almost need to do a rebranding like Facebook to Meta"
X Link @SayNoToTrading 2025-10-06T00:32Z 10.8K followers, 1687 engagements
"I thought I had wrote about $LKQ but maybe not. I cycled through shares on way down and got out when I sold a bunch of laggards this summer. This was before the drop when it was $XX or so. Note they are complimentary not competitor to $CPRT. Unlike Copart though the past XX years has been a mess. XX year+ returns great question is if they can get back on track. I'm not opposed to re-entering but because they would require babysitting not high on list"
X Link @SayNoToTrading 2025-08-31T21:46Z 10.8K followers, XXX engagements
"@TribeRuffner They are very different. $BMI is small cap focused on specific type of hardware with software component. $ROP is diversified conglomerate over 10x the size. So I like them both but for different reasons"
X Link @SayNoToTrading 2025-10-09T22:52Z 10.8K followers, XXX engagements
"New rule: everyday lately I am requiring myself to buy XXX shares of Copart $CPRT stock as long as it's around $XX. Though I admit sometimes I am non-compliant and buy more than my daily allowance. XXX today so far. Will see what EOD looks like"
X Link @SayNoToTrading 2025-09-29T15:02Z 10.8K followers, 6273 engagements
"@Veganhippo21 @cava Did you go long though $CELH at the lows I had more but this is what I'm holding. Yes I know Celsius is garbage but I made the mistake of missing Monster $MNST during the 00s. If you can sustain sales and brand remains intact outsourced bottling equals a nice high margin biz"
X Link @SayNoToTrading 2025-10-14T14:58Z 10.8K followers, XXX engagements
"@Linsanity0713 $MELI is not 4-5% of my portfolio that's its weighting in that account only. $CPRT is definitely not a spec"
X Link @SayNoToTrading 2025-10-13T04:16Z 10.8K followers, XXX engagements
"If MarketAxess $MKTX stays down here I think there's a good chance it gets taken out. EV of $6.2B (net cash positive) makes it bite-sized for $ICE or $CME. Possibly $CBOE but less of match. Even a smaller or international name could come in. Being bond trading shouldn't garner much anti-trust scrutiny since overlap is minimally related to non-existent. Even if you put a $XXX price tag on $MKTX deal should still be accretive for most suitors"
X Link @SayNoToTrading 2025-09-22T15:54Z 10.8K followers, 3332 engagements
"For what they are I prefer Church & Dwight $CHD over Kenvue $KVUE. However I did buy 1k shares at $XXXXX just now. Though really Im just buying the $JNJ spinoff back which I sold shortly after receiving. Ive owned Johnson & Johnson stock since the exact Covid bottom which was March XX 2020 for the S&P. Since I have been trying to reduce dividends in recent years not sure I will keep these $KVUE long term. I just like buying controversy and falling knives"
X Link @SayNoToTrading 2025-09-26T16:58Z 10.8K followers, 4585 engagements
"$PYPL vs. $FI stock What is the best case to be made here as to why one should NOT choose Fiserv over PayPal"
X Link @SayNoToTrading 2025-10-06T15:20Z 10.8K followers, 7647 engagements
"For those in Constellation Software $CSU $CSU.TO $CNSWF Lumine Group $LMN.V $LMGIF and Topicus $TOIV $TOITF a great update on latter published this weekend by @tribaresearch on Seeking Alpha: I own all X with Topicus and Lumine since their spin-offs. As far as adds there was a good time to add last November for Topicus $TOITF which I did. Have yet to add to Lumine"
X Link @SayNoToTrading 2025-06-30T23:47Z 10.8K followers, 7030 engagements
"Do you know what the #1 reason is to not buy Fannie Mae $FNMA and Freddie Mac $FMCC stock Doing so supports Bill Ackman who is a snake for what he did to $UNH. He also pumped Fannie and Freddie during last trading day of 2024. This inflated returns on his fund and therefore his fees. Search my feed for details. You know what's somewhat similar though which you can buy and not benefit him Farmer Mac $AGM. Not in conservatorship so it's not that story. Though it is a gov sponsored mortgage story but for agriculture. As you can see from returns chart even if you bought at peak of real estate in"
X Link @SayNoToTrading 2025-10-07T20:05Z 10.8K followers, 12.2K engagements
"On Tues I posted I had bought $250k+ near the open and didn't have time to write details but did provide the tickers in real time: $EFX $ROP $CWST $BMI $WSO $MKTX $SBET $BMNR $BULL I want to remind you I only hold onto lowest cost shares so when I buy my anticipated adds are tiny fraction of face value. I'm not that rich For example on Equifax $EFX I had bought probably $110k that day. Before close already had unloaded over half that after rebounding. Yesterday and today unloaded the remaining XX shares in green. So my net add was only these XX shares worth $12k. Looks like that for the"
X Link @SayNoToTrading 2025-09-04T15:30Z 10.8K followers, 5723 engagements
"On the Constellation $CSU $CSU.TO $CNSWF bombshell today you also have selloffs in Topicus $TOI.V $TOITF and Lumine Group $LMN.V $LMGIF Thing is Topicus is still up over XX% within past 10-11 months no doubt weak dollar is large part of that. Lumine I've never been sold on its moat in light of AI so as you see I've never added to it. Just keeping my shares I got during the spin-off. I did however add to $TOITF last year. I like it more than Lumine but most disagree with me on that. This Mark Leonard thing is far bigger than Buffett stepping down from $BRK.A $BRK.B. Think about it Berkshire is"
X Link @SayNoToTrading 2025-09-25T16:32Z 10.8K followers, 4607 engagements
"A lot of people are saying I'm a stable genius for my $ISRG on Friday. My good friend Vlad runs a fabulous operation over at $HOOD"
X Link @SayNoToTrading 2025-10-13T14:22Z 10.8K followers, 8434 engagements
"If you think Tesla $TSLA is safe from BYD sales in the US know that I've been seeing a lot of them despite not being legal here. $BYDDY $BYDDF $1211.HK This was yesterday on freeway. Didn't have camera ready 'til it switched lanes but prior to this it was right in front of me and it is definitely BYD. Super obnoxiously large logo on back. Not the first I've seen. Thought it was Seal model but comparison to photos show a few slight variations"
X Link @SayNoToTrading 2025-09-15T17:54Z 10.8K followers, 4330 engagements
"I thought about it on Friday but decided not to because I concluded I need a few hours of time do get up to speed on $DXCM latest. Meanwhile because yes FDA fears are usually overblown probably should add XXX shares if we hit $XX as we did on Friday which I think is my cost basis"
X Link @SayNoToTrading 2025-10-14T22:51Z 10.8K followers, XX engagements
"@vijs2k I added on $SPGI but not $MSCI"
X Link @SayNoToTrading 2025-09-19T18:03Z 10.8K followers, XXX engagements
"What all do we know about Mark Miller new CEO of Constellation Software $CSU $CSU.TO $CNSWF Can't tell age from his education since no dates listed. Any opinions good or bad please share. Regarding Mark Leonard's health I'm guessing it must be something pretty dire for an immediate resignation after XX years. Maybe an aggressive cancer perhaps pancreatic or brain something that has lower odds of successful treatment. Otherwise I would expect at least some sort of transition period if the prognosis was longer duration"
X Link @SayNoToTrading 2025-09-25T15:16Z 10.8K followers, 7961 engagements
"I have a few hundred k $ in Constellation Software $CSU $CSU.TO $CNSWF and its spinoffs so I'm not a hater but seriously. why do I never hear the CSU crew talk about Roper Technologies $ROP Look past the cult of Mark Leonard and podcast pumpers for a moment and consider what is turning into their American counterpart. While both offer vertical market software which can be disrupted by AI $CSU consists largely of small less complicated software - average deal size something like $13-18M in recent years. Long term average is lower. Pre-AI what made this software valuable was each had such a"
X Link @SayNoToTrading 2025-09-02T23:04Z 10.8K followers, 16.8K engagements
"If you've only been investing a few years you may not realize how trends flip XXX all the time with almost everything eventually. In 2022 investors said Cummins $CMI was Kmart because their diesel and nat gas engines were a relic of the past to be replaced with EVs and in the case of generators solar with batteries. Keep in mind that Cummins is and has been the dominant player in diesel generators for many decades. Caterpillar $CAT and Kohler (private) are not as popular. In 2025 solar is out and $CMI is considered of key importance in data centers. As far AI It will flip someday. Nothing is"
X Link @SayNoToTrading 2025-09-25T05:00Z 10.8K followers, 9051 engagements
"I lost $106250 because I was dealing with an in-law with Alzheimers who freaked out about her keys many times per day because she didnt know where they were. I was babysitting her that day at her house. Time was 4:52 PM Pacific and I was going to sell $SIVB in aftermarket. She was having a keys episode so I got off computer to help her with that. Once done it was exactly 5:00 and aftermarket now closed. Next day stock never opened because bank was taken over. So being nice cost me over $100k"
X Link @SayNoToTrading 2025-09-24T05:29Z 10.7K followers, XXX engagements
"SaaS and related names least prone to AI disruption = those with a physical real world aspect which can't be vibe coded. $AXON = body cams $ISRG = robotics + challenging medical regulations Also $GRMN $IOT $CGNX $TRMB What are some good names to add to this list Or to agree/disagree with Not real world but $NOW users please share feedback on disruption risks"
X Link @SayNoToTrading 2025-08-13T15:30Z 10.8K followers, 8383 engagements
"@vince_base_eth On calls but earlier in week. Also $ELV calls"
X Link @SayNoToTrading 2025-10-10T14:08Z 10.7K followers, XX engagements
"@bennybigbull Don't you think I know all that Look at my buy date on $MP. Spent many hours on it. Even listened to a 2-hour presentation with the main guy"
X Link @SayNoToTrading 2025-10-14T22:59Z 10.8K followers, XXX engagements
"Because Firefly $FLY wasnt low quality and expensive enough lets add Gemini Space Stations $GEMI IPO to the mix. Actually not a great sign with all these lower quality IPOs being announced. And no not selling $MKTX thats high cost lot from this morning sold green"
X Link @SayNoToTrading 2025-09-02T18:21Z 10.7K followers, 5152 engagements
"@WordBroWord Better than $WM yes"
X Link @SayNoToTrading 2025-10-10T14:10Z 10.8K followers, XX engagements
"@KateHRHofNJ @TheConfusedInv1 @cava @sweetgreen Problem with $SG though is portion size. I could eat X of their salads for one meal"
X Link @SayNoToTrading 2025-10-14T22:46Z 10.8K followers, XXX engagements
"For those who need to hear another reason they should stay away from $UPS stock they are intentionally destroying customers shipments due to "nightmare" of new customs requirements. However the main reason to avoid this name is the long term chart right in front of you. As you can see it total annual return since 1999 is only XXXX% per year and that is factoring in dividends without taxes reinvested. the most favorable calculation possible. A few years ago major divergence as thesis broke. UPS is unionized and $FDX is not. Both are in trouble but UPS much more so. With the debt levels they"
X Link @SayNoToTrading 2025-10-13T06:34Z 10.8K followers, 6263 engagements
"@brent_e_trader Yeah and $SMLR was 2nd to BTC treasury game but now you have many dozens doing same thing"
X Link @SayNoToTrading 2025-10-06T18:49Z 10.7K followers, XXX engagements
"@jeriesrabie Thanks. Yeah even though $WM is my least fav trash co hard to resist as it approaches this area. Won't make you rich but probably won't make you poor either"
X Link @SayNoToTrading 2025-09-20T18:35Z 10.7K followers, XXX engagements
"I don't know when it will be but I believe we will look back at the tariff crash as we did the Covid crash - something rapid severe and short-lived. It may even be a quicker recovery than Covid as there were rolling bottoms for many sectors during that time. Here *almost everything is crashing at once. Both safe havens and speculative. *There are a few holdouts right now like P&C insurance. But for most part everything is crashing. Even munis are having their worst day in XX years so we took out the GFC record on that"
X Link @SayNoToTrading 2025-04-09T17:10Z 10.8K followers, 150.1K engagements
"Someone was asking about $SPGI yesterday. Here are my recent adds. Not doing serious buying yet. Given narrative of AI eating research and data (which is huge chunk of their biz) there are better deals at center of controversy like $MORN $FDS. As mentioned $MSCI still too loved here. If $SPGI goes to $450-460s I'll bump up buy increment to XX shares. On rebound will only hold lowest cost XX or XX depending where we land. Remember we hit $XXX on April 7th intraday low as you can see. A lot of non-AI stocks are flirting with the April 4-9th levels"
X Link @SayNoToTrading 2025-10-07T15:35Z 10.8K followers, 5457 engagements
"Elevance $ELV shorts be warned you don't want to mess with Gail Force"
X Link @SayNoToTrading 2025-08-19T16:45Z 10.8K followers, 3348 engagements
"Whenever I go back to using $GOOG search I am left asking myself why $VRSK is not $VERU. I typed the ticker correctly. They do this with way too many stocks. Worse yet Veru is a penny stock with $67M market cap compared to $37B for Verisk. It's in the S&P XXX and Nasdaq 100"
X Link @SayNoToTrading 2025-08-05T23:50Z 10.7K followers, 2928 engagements
"Stop complaining about Copart having too much cash. $CPRT earnings coming Thursday have 3k shares and as long as Willis Johnson is chairman I will not question their capital allocation. Due to taxes I am trying to reduce my dividends every year not increase them and really hope they don't use the cash that way. As long as yields are where they are I'm fine with this cash just piling up. They will use it wisely eventually"
X Link @SayNoToTrading 2025-08-31T14:46Z 10.7K followers, 4016 engagements
"Arent you concerned about its labor exposure $COLD is not really a pure REIT because of that despite its tax classification as such. This is why I got out of it years ago. Didnt lose money but didnt make much either. If I would have held looks like I would be down XX% now"
X Link @SayNoToTrading 2025-10-06T15:56Z 10.8K followers, XXX engagements
"@QualityInvest5 How susceptible would you say each of those $MORN products are to AI displacement The research they sell seems most at risk same reason FactSet $FDS is selling off"
X Link @SayNoToTrading 2025-09-12T15:10Z 10.7K followers, XXX engagements
"Speaking of price per sq ft for $RKT took this pic and have been meaning to do post about them. This is very prime RE Dont own Rocket not for me because its a trade but I do think it could be a good trade from here. Whenever lower rates and refi boom comes Ill benefit with plenty of other holdings. Directly with $FICO $EFX $TRU and indirectly with all building and housing related stocks. Anything dependent on financing will ride along. Even braces like $ALGN"
X Link @SayNoToTrading 2025-10-09T16:33Z 10.8K followers, 1490 engagements
"Buying CSW Industrials $CSW today a pretty unique consolidator in building supplies mainly HVAC. No it's not the CAGR of $FIX or $AAON but CSW does have 2x the gains of S&P the last XX years"
X Link @SayNoToTrading 2025-09-24T20:06Z 10.8K followers, 2998 engagements
"For top payment processors by volume I've extended this data to top XX so you can see where $FOUR $XYZ $TOST $INTU and $BILL land relative to $PYPL and $FI. Was not expecting to see in there and it being so close to Intuit QuickBooks"
X Link @SayNoToTrading 2025-10-06T15:46Z 10.8K followers, 4032 engagements
"@billionsoon @zoomyzoomm @buccocapital I havent inherited a dollar"
X Link @SayNoToTrading 2025-10-14T04:28Z 10.8K followers, XX engagements
"Oracle $ORCL vs. Morningstar $MORN Hear me out. I'm not saying Joe Mansueto is some Larry Ellison but both are founders owning XX% and XX% of their companies' stock respectively. Joe is XX and probably has more time left than Larry XX. No one is as cutthroat and as obsessed with winning as Larry. Still I think it's too early to count out Joe and $MORN on the basis of being an AI casualty. As I've said before what I like best about them is their tiny Morningstar DBRS division a global credit rating agency. This is a business they've only been in since 2019. DBRS is one of only four CRAs"
X Link @SayNoToTrading 2025-09-11T18:51Z 10.7K followers, 5861 engagements
"Back to garbage stocks. No I mean literal garbage stocks. I did sell XXX highest cost lot of $CLH today leaving me just this XXX. Why Because since buying Clean Harbors during that March earnings plunge I have since bought a lot more $CWST and in past couple weeks initiated new positions in $WM and $RSG. I did own Waste Management in past years even though I hate it and still do. This sell was just risk management and cash needs. $CLH and $GFL are the only garbage stocks near 52-week highs while all others have dumped big time. Even my favorite big one $WCN is getting down to low $170s"
X Link @SayNoToTrading 2025-09-20T03:19Z 10.8K followers, 5158 engagements
"Buy Kenvue $KVUE on Tylenol autism link Id rather buy Church & Dwight $CHD which is falling in sympathy. Perhaps X of only X or so consumer packaged goods stocks I can advocate as a permanent hold. The rest are only good for trades so not for me. Even after this drawdown $CHD still a 10-bagger in past XX years beating $SPY $VOO big time. Favorite brand of theirs Trojan condoms"
X Link @SayNoToTrading 2025-09-22T20:31Z 10.8K followers, 9787 engagements
"Morningstar $MORN not a great sign when you take out that April 7th low"
X Link @SayNoToTrading 2025-09-04T15:15Z 10.7K followers, 2510 engagements
"I am $SFM target audience and there is one relatively close but I rarely go. Maybe 2-3x per year. Good for frozen options - nice selection - but bad for produce and pretty much everything else. One concern I have is large foot print vs. say Trader Joe's. They are smaller than Ralph's $KR Vons and similar which is good. SoCal is one of the very most competitive grocery markets nationwide I've heard it is the most competitive so good place to gauge them vs. competition. So it sounds like your dad sold stock before the jump"
X Link @SayNoToTrading 2025-10-08T15:08Z 10.8K followers, XXX engagements
"Great news for Alimentation Couche-Tard $ATD $ATD.TO $ANCTF shareholders. Also of interest to $CASY and $MUSA holders. They're finally pulling out of the hostile 7-11 takeover. As I have mentioned that was a dark cloud hanging and until that was resolved one way or another stock would be range bound. I only have my lowest cost XXX shares. Circle K food is kind of a joke compared to Casey's pizza right"
X Link @SayNoToTrading 2025-07-17T02:42Z 10.7K followers, 3237 engagements
"@RentYourStocks Though how long have we heard the $C pitch for TBV I think about XX years"
X Link @SayNoToTrading 2025-10-13T16:37Z 10.8K followers, XXX engagements
"Major misbehavior this morning by Watsco $WSO $WSO.B which I never pre-authorized. Not that unusual. Sure residential HVAC is weak right now but peers aren't being hit like this. Lennox $LII is -X% and Carrier $CARR is -2%. Thing is Watsco always has low liquidity and high insider ownership. Whenever a fund or major holder wants to dump you regularly see -X or -X% dips intraday. Missed the initial misbehavior while I was surfing. After that have cycled through a few hundred shares of $WSO the past hour and this is what I have left at moment. Will unload the 4-handle lots once they're green."
X Link @SayNoToTrading 2025-08-21T17:10Z 10.8K followers, 5603 engagements
"Continuing topic as to what goes yin when market goes yang I already discussed $MKTX from Friday. Another example was $CSL. My highest cost XX were at $320-321. Was able to double down at mid-day lows of $XXX and then unload the higher cost in green. Did this with a few other positions on Friday too. Even on ugly days there are always places to make money the very same day even if market closes at the lows. Carlisle is one of the very best building suppliers among all which are public. $SPY beating CAGR long term"
X Link @SayNoToTrading 2025-10-13T04:11Z 10.8K followers, 3186 engagements
"@trynot2worry If you just bought it and now want out are you sure you wanted it in the first place I also bought $ROP this morning"
X Link @SayNoToTrading 2025-09-16T19:17Z 10.7K followers, XXX engagements
"Turns out $UNH has a major advantage when it comes to selling Medicare Advantage plans in California. Met someone at a dinner who has been selling them for 20+ years. She's been doing it so long that back in the day it would involve driving to people's houses to help them with the physical paperwork. Anyway as it turns out the AARP Medicare Advantage plans by UnitedHealthcare do NOT pay commissions to insurance brokers/referral services. At least not in CA. Blue Shield Elevance $ELV Centene $CNC and Kaiser do but not $UNH. When she gets a caller asking for the $UNH AARP plan she either has to"
X Link @SayNoToTrading 2025-10-05T15:06Z 10.8K followers, 24.5K engagements
"Here I will spend time to post one specific name to not keep you hanging. In my chips account which doesn't even have my $SOXL from $X (that's over at $HOOD) so zero leveraged positions was down exactly XXXX% today which I think is pretty cool actually But this account has had almost no activity since April lows. All XX stocks are very green. Among the very few exceptions of activity in this account from then through now was that $SNPS plunge several weeks ago which I updated you on in real time and bought the lows in $380-390s. A little bit ago is example of averaging up. The only chip name"
X Link @SayNoToTrading 2025-10-10T23:53Z 10.8K followers, 5962 engagements
"For those who forgot when Raytheon and United Technologies merged in 2020 they spun off Carrier $CARR and Otis. XX% drop on $OTIS earnings this morning though it's coming off lows. The recurring revenue it generates from elevator and escalator maintenance is the definition of mandatory. I've owned the other parts of mothership since so why not $OTIS Because I absolutely hate elevators. Not a phobia or anything. They encourage laziness and they're too slow if just going a few floors. Even in NYC I would use the stairs on a 20-floor room hotel. Not faster but good for you. Last X houses"
X Link @SayNoToTrading 2025-07-23T14:25Z 10.8K followers, 3939 engagements
"@OneGreatValley Yeah I own that too $CBOE has been very strong lately"
X Link @SayNoToTrading 2025-10-08T16:07Z 10.8K followers, XXX engagements
"Of course I had to bust out the $2121.21 again on $MELI today"
X Link @SayNoToTrading 2025-10-10T16:05Z 10.8K followers, 3421 engagements
"Merger Mondays are back Home Depot $HD makes a major pro contractor play by acquiring GMS $GMS for $5.5B meaning $QXO is out. Parker Hannifin $PH to acquire Curtis Instruments for $1B which makes EV components. TransDigm $TDG to buy Simmonds Precision Products from $RTX in $765M deal. Hyatt Hotels $H to sell Playas real estate portfolio for $2B who they recently bought. In other words it's sell real estate but manage/franchise the hotels and resorts. I own every stock listed except GMS"
X Link @SayNoToTrading 2025-06-30T14:21Z 10.8K followers, 2450 engagements
"On this Watsco $WSO $WSO.B move I told you about yesterday long before JPow - I'm talking at opening bell - my highest cost lots all sold in green leaving me with the 3-handle lot. Just as I have explained with $AAON this is very similar and I'm not talking about the HVAC aspect. That's just a coincidence. I mean the ownership structure of the companies the illiquidity and therefore the exaggerated price moves on downside which are often very short lived. Not 3-day rule it's 3-hour rule and in the case of $AAON sometimes 3-minute. $WSO is a milder version"
X Link @SayNoToTrading 2025-08-22T17:26Z 10.8K followers, 3065 engagements
"Gail Force: Don't hate me but I did decide to unload my XXX highest cost shares of Elevance $ELV at $XXXXXX. This is just to free up some needed cash for all the other buying I'm doing. I still have XXX shares in the $200s which will not be sold and LOTS of 2027 LEAPS"
X Link @SayNoToTrading 2025-10-02T16:15Z 10.8K followers, 3544 engagements
"Crypto crash is not bearish $RACE and here's why. All the youngins buy McLaren millennials buy Lambo and only boomers buy Ferrari"
X Link @SayNoToTrading 2025-10-13T16:12Z 10.8K followers, 4579 engagements
"Take note the market is a major dichotomy today under the hood. The indices all look nice but you see a lot struggling. They opened strong even stronger pre-market and have fallen lower ever since. Take $APP and $COIN. Not earnings related. These have had high momentum and now struggling especially AppLovin. Safety trades which were strong Friday and down a little today is to be expected like $PEP $CHD $MNST $MO. Industrials with heavy international exposure like $HON not bouncing yet"
X Link @SayNoToTrading 2025-10-13T15:32Z 10.8K followers, 5612 engagements
"Is Robinhood down Yep $HOOD app completely down and desktop only works intermittently. For those who wonder why I hate Fidelity and refuse to transfer all over this is example. During Covid it was like this for every broker so you need multiple to ensure you have access"
X Link @SayNoToTrading 2025-10-06T13:59Z 10.8K followers, 5003 engagements
"If you own the native Dino Polska stock $DNP.WA using $DNOPF (not the ADRs $DNOPY) and your account balance is up unexpectedly today it's just a cruel trick. No I don't have $400k in the name. It has a XX for X split not yet reflected. So $360k of this is not real. $BYDDF was opposite. For over a month looked like it was down 67%. Today the X for X shares were distributed. Not applicable to $BYDDY ADR"
X Link @SayNoToTrading 2025-07-31T18:24Z 10.8K followers, 2496 engagements
"Who here owns Air Products and Chemicals $APD stock I bought Feb 5-6th 2024 during the activist drama over their green hydrogen push. Despite dismal returns last 5-10 years on multi-decade $APD has good returns. That should continue being part of the industrial gas duopoly with Linde $LIN who yes has been a better operator lately but their valuation reflects that. There is distant 3rd L'Air Liquide $AIQUY $AIQUF but outside of fashion would you ever bet on a French company playing catch up $APD this year became a dividend king with XX years of consecutive increases. After a decade of"
X Link @SayNoToTrading 2025-08-30T15:06Z 10.8K followers, 4222 engagements
"@contextinvestor @LeoNelissen @juergentschi I can understand on the data and research which yes unlike $MCO is a large part of $SPGI. However the CRA side is highly regulated and I don't see the world's governments handing out new credentials to AI firms for this"
X Link @SayNoToTrading 2025-10-03T22:43Z 10.8K followers, XXX engagements
"That date and time was the bottom in Watsco $WSO $WSO.B at least for now. CSW Industrials $CSW is now most interesting HVAC stock. Note that its prior ticker was $CSWI before recent move to NYSE. If you see me use that accidentally thats why. Have to break the habit. However CSW probably has higher downside risk than WSO at each of their respective levels but its a different biz model"
X Link @SayNoToTrading 2025-09-29T20:41Z 10.8K followers, 8230 engagements
"@marc_slans I did indeed today though already had $WCN"
X Link @SayNoToTrading 2025-10-09T21:51Z 10.8K followers, XXX engagements
"Yeah if I were long $APP that type of movement would greatly concern me. Best thing AppLovin has going for it at moment is seasonality and fund managers buying it just for window dressing. So it very well could go to $600-700 by year end. However buying on that basis is greater fool theory. Not investing"
X Link @SayNoToTrading 2025-10-13T15:41Z 10.8K followers, XXX engagements
"I often enjoy the small wins more than the big ones. MarketAxess $MKTX vs. Tradeweb $TW today is that win. On Tues I listed all the tickers I had just spent $250k on (by end of day it was more). $MKTX was among them. This has been one of the most disappointing financials coming out of Covid and has required constant cycling of shares on way down as to not lose money. Sold my $XXX lot today once green now only holding these $XXX from Tues. Meanwhile look at $TW chart today. Opposite direction. Hey I own both so I am allowed to trash Tradeweb"
X Link @SayNoToTrading 2025-09-05T15:50Z 10.8K followers, 2547 engagements
"Debating add on $DLO today. New position small. I want to keep it small as $MELI is only name there I feel comfortable with in a sizable amount"
X Link @SayNoToTrading 2025-10-10T16:20Z 10.8K followers, 8374 engagements
"@TheXCPA He's obviously out of touch with much recent to his own admission. I did enjoy him bringing up $WSO $WSO.B two different times though he was talking about relative to returns from 1980s through now"
X Link @SayNoToTrading 2025-10-08T15:24Z 10.8K followers, XXX engagements
"Watch out Aria youre going to get a lot of pissed comments. Not from me I share similar concerns. I listened to investor day and the one thing in common with everyone who spoke: it entirely hinges on users wanted to use their accounts. I like their non-consumer side B2B. Braintree etc. That part I can invest in. The PayPal user accounts are another story"
X Link @SayNoToTrading 2025-10-08T20:54Z 10.8K followers, XXX engagements
"Watsco $WSO Want to make a bet on what happens next"
X Link @SayNoToTrading 2025-09-12T16:16Z 10.8K followers, 9361 engagements
"@ecommerceshares I like how partnership just means customer. We could start company and become customer of OpenAI then put out press release saying were a partner. Hmmm I actually know many stocks which do just that"
X Link @SayNoToTrading 2025-10-14T15:49Z 10.8K followers, 3710 engagements
"@Kevin60162526 @QualityInvest5 Still could"
X Link @SayNoToTrading 2025-10-09T00:58Z 10.8K followers, XXX engagements
"Murphy USA $MUSA earnings have tanked the stock X% today. Like $CASY this was a MAGA name; domestic only largely immune from tariffs. It continuously went UP during tariff tantrum not down. Still I'm not buying the plunge because it's still quite a ways above my March 18th lot"
X Link @SayNoToTrading 2025-05-08T16:55Z 10.8K followers, 2534 engagements
"Zoetis $ZTS - At vet right now arguing how I dont want JAK inhibitor for long term. XX% of my practice and most are on Apoquel. Vets really push this stuff. No safety data long term trials were XXX days from what I remember. DNA mutations today can lead to cancer during last quartile of lifespan. XXX days means nothing Anyway I did just add on $ZTS"
X Link @SayNoToTrading 2025-09-24T18:03Z 10.7K followers, 3931 engagements
"@CedarStResearch Didn't even realize $WRB was at ATH until seeing your post. This is one I don't bother to watch unless price is low and there's a buying opportunity of which there hasn't been in a while so I never look at it"
X Link @SayNoToTrading 2025-09-30T15:28Z 10.7K followers, XXX engagements
"@invest091 Nice. I think $CTAS at $XXX is kind of like $COST at $XXX. Both insanely expensive both will have a downward re-rating opportunity eventually but until then if one insists a little taste is OK. Just make sure to save room for a big buy whether that's in months or years"
X Link @SayNoToTrading 2025-10-14T22:38Z 10.8K followers, XXX engagements
"Whenever Intuitive Surgical $ISRG dips for me it's buy first ask questions later"
X Link @SayNoToTrading 2025-08-21T17:25Z 10.8K followers, 13.9K engagements
"Intuitive Surgical $ISRG now trades at a forward EV/revenue of XXXX. I've highlighted past times it has been at that level recently"
X Link @SayNoToTrading 2025-09-03T18:42Z 10.8K followers, 9917 engagements
"@trynot2worry Yeah I wasnt planning more $DECK either but why not"
X Link @SayNoToTrading 2025-10-11T04:51Z 10.8K followers, XXX engagements
"Lemonade $LMND. The primary reason I did this is so whenever I discuss it I hope to not deal with so many comments calling me a short or bear. As I've said many times it's just a valuation thing and risk/reward relative to $PGR etc. For vast vast majority of people on here investing is your hobby or side gig. If you lose you're fine. For me it's everything. I don't need to make it already have. Just need to preserve"
X Link @SayNoToTrading 2025-10-10T15:56Z 10.8K followers, 9097 engagements
"If I were to trade a name Veeva Systems $VEEV would be at top of list. +19% today on earnings. But if you've owned for years this means nothing to you. Why Because ever since 2022 tech wreck $VEEV oscillates between $XXX to low $200s like clockwork. Today at $XXX it FINALLY broke out of the funk taking out the Aug X 2022 high of $XXX. Though still below the low $300s of 2020 and 2021. I'll just continue to wait in disappointment at the 5x roundtrips it has done from $XXX to $XXX since I've owned it. In case you don't know $VEEV announced their breakup with Salesforce $CRM in Dec 2022."
X Link @SayNoToTrading 2025-05-29T20:34Z 10.8K followers, 3253 engagements
"$GEMI $KLAR $FIGR $BLSH Seeing way too many posts on here misunderstanding how IPO allocations work. First IPO I did was probably around XX years ago through Ameritrade (before TD Ameritrade) and many brokers since. (1) As a retail nobody it doesn't matter if you request XXX or 10000 shares. You will get XXX max. The allocation is not based on percentage of indication. e.g. You're not getting XX% of your request so larger request won't help. (2) When I say retail nobody all of us are nobodies at the retail brokers. Doesn't matter if you have $20M there still a nobody. (3) People who get"
X Link @SayNoToTrading 2025-09-12T18:12Z 10.7K followers, 6611 engagements
"Watching SpaceX launch and Cage The Elephant simultaneously. Cant beat that Dont own their label $SONY (RCA) but do own SpaceX stock $SPACEX so its a win. Rocket Lab $RKLB still my fav though. Will move to front for Green Day next just resting ass after standing all day"
X Link @SayNoToTrading 2025-09-29T02:44Z 10.8K followers, 5512 engagements
"On this noticed $MELI was well into $2300s pre-market and dumped at open. This is why if I'm available I will unload high cost lots during extended hours. Sold those XX yesterday at $2294 while on Stairmaster after close. There is a buying bias in extended hours because it's almost all retail so use to your advantage"
X Link @SayNoToTrading 2025-10-10T14:16Z 10.8K followers, 3830 engagements
"Speaking of Equifax $EFX drop on $FICO news I also did a XX share nibble on TransUnion $TRU today. You can see where I originally bought on Oct XX 2023. That day is X year low. Both of these companies as well as Experian $EXPGY $EXPGF $EXPN each bottomed on Oct XX XX and XX 2023 (different stock each day). Equifax is higher quality than TransUnion especially with their newer employment background verification service. So I'm not in a hurry to add on $TRU. If we hit $XX I will nibble probably XX shares"
X Link @SayNoToTrading 2025-10-02T17:44Z 10.8K followers, 6724 engagements
"Wow the Webull $BULL X% transfer offer is a complete scam Hadn't looked at details until now since I wasn't planning on opening account there 'til after Jan 1st. It's 5+ year commitment. Previously their offer was X years. For XX% of the bonus you have to wait 1-5 years This is even worse than current $HOOD offer"
X Link @SayNoToTrading 2025-09-30T19:34Z 10.8K followers, 8587 engagements
"Continuing discussion of spec $ROOT $LMND vs. safety $PGR $KNSL another name to consider is $RLI. I have re-started buying of RLI today. A lot of people don't realize how amazing its CAGR is because they regularly pay special dividends. That means the long term chart looks good but not amazing. Until you add in the $RLI dividends. Total return last XX years is 1440% vs XXX% for S&P. This falls under safety P&C insurance stock with market beating return long term. They are a dividend king with 50+ years of consecutive increases"
X Link @SayNoToTrading 2025-09-29T16:56Z 10.8K followers, 5125 engagements
"You need to seriously reconsider your investment strategy if at least some things in your portfolio didn't put a big smile on your face yesterday. No I'm not talking about a smile because you can buy them lower (that's good too). Rather I'm talking all these correlated stocks and crypto pumped on X. It's not just the top XX trending stocks on here. More like the top 50-100. Sure there are many good companies within those but why you really like them is because they have had good momentum. Translation Share price growth has far exceeded that of fundamentals even forward looking years out. When"
X Link @SayNoToTrading 2025-10-11T14:32Z 10.8K followers, 10.7K engagements
"When it comes to SaaS stocks safer from AI disruption Guidewire $GWRE earnings are case in point. While they provide platforms/backend for P&C insurers Ive also talked recently about complimentary (non-competing) Verisk Analytics $VRSK as they have decades of proprietary data you cant just vibe code"
X Link @SayNoToTrading 2025-09-04T23:36Z 10.8K followers, 3413 engagements
"@griffithbrand @LeoNelissen Also wasn't $LINE a PE dump on market"
X Link @SayNoToTrading 2025-10-06T18:54Z 10.7K followers, XXX engagements
"Was asked to give my investment thesis on IDEXX Laboratories $IDXX and Zoetis $ZTS stock. Rather than take time to explain realized my #sharpei sums it up perfectly. Seriously what pet lovers won't do for their babies. They will spend more $ on their dogs' healthcare than they will their own. I know I do. Skip expensive tests for myself all the time but not for him"
X Link @SayNoToTrading 2025-02-25T16:14Z 10.8K followers, XXX engagements
"Well not saying they are or are not favorites but I did buy at least $100k in each of these: $CHE $CSW $HON $WSO. Around 50k or more in each: $CTAS $IOT $ISRG $MELI $RACE. Couple dozen names with $5-40ish. Really wish I wasnt working from phone last hour I missed some I would have bought"
X Link @SayNoToTrading 2025-10-11T05:15Z 10.8K followers, XXX engagements
"After hours on Friday I looked at $BMNR but the lowest it got was $47.xx. Placed small order at high $46s but never hit. It was only at $XX for minutes. Even though it is inferior as #2 DATs just dont work well $SBET sustained the greater price dislocation that evening to the $14s so I bought a little of that instead of Bitmine. As discussed I treat Sharplink as an Ether ETF with expectation of no mNAV premium. With that thinking it was the better deal than buying straight up Ether at that moment"
X Link @SayNoToTrading 2025-10-12T22:39Z 10.8K followers, 6315 engagements
"@DurableCreators I added $AME and $IR then too. I know $IEX is lower quality but they are solid. There's a good X hour podcast episode on them I recommend just don't remember which one"
X Link @SayNoToTrading 2025-07-31T04:32Z 10.8K followers, XXX engagements
"For those who like Thermo Fisher Scientific $TMO and Danaher $DHR don't forget about Agilent $A stock. They are the measurements and testing division spun out from $HP in '99. - #1 market leader globally for gas chromatography - #2 for liquid chromatography after Waters $WAT - 1/3 instrument sales 2/3 consumables - Instruments cost $100k with 6-10 year useful life. - Similar to car engine due to high heat gets to point where replacing is cheaper than fixing worn parts. - Instrument cycle every 3-5 years = better throughput and more making upgrades useful regardless - X of only X companies"
X Link @SayNoToTrading 2025-08-24T14:52Z 10.8K followers, 5966 engagements
"@jason58d @RentYourStocks Plus all the youngins wear them around me. However I was saying the same thing about Vans before $VFC fell apart"
X Link @SayNoToTrading 2025-09-26T18:16Z 10.8K followers, XXX engagements
"Almost bought $ERIE few years ago when it was high $100s but just some numbers felt off. I see you like $PGR. Definitely highest conviction P&C that I am hoping on a few dollars lower to add more. $KNSL 2nd but much higher risk and since both I believe have similar potential returns next few years I would prefer a lot more $PGR and just a little more Kinsale"
X Link @SayNoToTrading 2025-09-26T00:43Z 10.8K followers, XXX engagements
"@CedarStResearch How about now"
X Link @SayNoToTrading 2025-10-13T15:15Z 10.8K followers, XXX engagements
"When it comes to Americas favorite Ponzi scam today I sold my highest cost Strategy $MSTR shares after going green. This is what I am keeping from 2025 so far which are my lowest cost XXX. I also sold out of Semler Scientific $SMLR which Ive had a XXX share tracking position at $28-29 for I think over a year. Given the Strive $ASST acquisition want to see how that plays out. As we have seen with Ether and $BMNR vs. $SBET there really is no number X. Only number X gets the elevated mNAV. As such sticking with BitMine and Strategy not me-too names. However I will hold my lowest cost shares of"
X Link @SayNoToTrading 2025-10-06T16:39Z 10.8K followers, 3607 engagements
"@GabGrowth I see he likes to randomly capitalize non-proper nouns like Trump too"
X Link @SayNoToTrading 2025-10-13T20:26Z 10.8K followers, XXX engagements
"@Elarchy124 Higher up generally safer so yes $V and $MA"
X Link @SayNoToTrading 2025-09-22T16:11Z 10.8K followers, XXX engagements
"$EFX $TRU $EXPGY $EXPGF $EXPN Bill Pulte just said he has phone calls today with X of the X credit bureaus. Hmm"
X Link @SayNoToTrading 2025-10-03T15:37Z 10.8K followers, 2931 engagements
"Just as the sun rises in the east and sets in the west so too does the inverse Cramer $UNH prophecy ring true"
X Link @SayNoToTrading 2025-10-03T18:11Z 10.8K followers, 8373 engagements
"@fyee0308 Well I like $JKHY here but the "or" part is that I didn't like $FI after initial plunge to $XXX but do admit it's tempting me"
X Link @SayNoToTrading 2025-10-02T04:51Z 10.7K followers, XXX engagements
"Post mortem analysis of Intuitive Surgical $ISRG stock drop this week. I understand some of you have said in comments you want to wait for $XXX or whatever due to a technical level from XXX years ago. That's fine I respect that but we would need a re-rating in multiples to hit that. I try not to wait for multiple re-ratings to buy because fact is multiples have rarely made sense on much since 2012/2013 or so. What we saw with $UNH re-rating this summer that is extremely rare. It went below GFC 2009 bottom multiples. Rather for a long term winner very high quality stock like $ISRG I am OK with"
X Link @SayNoToTrading 2025-09-06T19:26Z 10.8K followers, 8002 engagements
"@ZeroDebt4All I also hate $CROX but added XX yesterday. All of my existing shares are in the $70s this was a slight averaging up. On big drops I even add what I hate"
X Link @SayNoToTrading 2025-10-11T16:18Z 10.8K followers, XXX engagements
"You should not be surprised the market is strong going into a potential government shutdown. Unlike some past scenarios it's not linked to debt ceiling. So treasuries and sovereign creditworthiness a non-issue. It looks to be clearing event. Forcing some solutions rather than kicking can down road. For healthcare that's rollbacks on Medicaid and ACA cuts. Huge for $CNC $MOH $OSCR and a nice little bonus for $ELV $UNH and $CVS"
X Link @SayNoToTrading 2025-09-30T04:15Z 10.7K followers, 6176 engagements
"Hard truth to hear regarding Ferrari $RACE stock. I'll start with my own similar mistake. I bought Estee Lauder $EL two years ago because even though I'm a man I thought I knew women's buying preferences Similarly a lot of people on here think they understand Ferrari customers when they're not one themselves. I did buy $RACE at exact intraday YTD low on April 7th and then sold on August 11th which you can read about below and the reasoning. Very reluctantly simply because I can't resist falling knives of quality companies I did nibble XX shares today at $XXX. However this buy will be treated"
X Link @SayNoToTrading 2025-10-09T15:21Z 10.8K followers, 11.9K engagements
"On the topic of high quality SaaS names less prone to AI displacement Descartes Systems $DSGX is one I nibble-added to today. With a regulatory focus switching to a new system poses risks and therefore a higher hurdle rate. Like everyone they are heavily incorporating AI themselves. The question is if someone can successfully rip off these same capabilities and offer them cheaper: AI-Enabled Denied Party Screening (Visual Compliance AI Assist) Uses machine learning to cut false positives in compliance checks by up to XX% for some users automating reviews while maintaining human oversight."
X Link @SayNoToTrading 2025-08-18T16:39Z 10.7K followers, 2867 engagements
"Something to consider. $MANH and $SPSC while not exact peers but close both suffered brutal selloffs on earnings. Another very high quality related name Descartes Systems $DSGX reports March 5th. Look out below or not"
X Link @SayNoToTrading 2025-02-12T19:30Z 10.7K followers, XXX engagements
"At gym today listened to great podcast hosted by @Clay_Finck about serial acquirers with heavy focus on Nordic names like Lifco $LIFCO $LFCBY $LFABF Bergman & Beving $BERG.B Indutrade $INDT $IDDWF Addtech $ADDT $ADDHY and Lagercrantz Group $LAGR. Part I enjoyed most was about Roko $ROKO $ROKO.B (not to be confused with $ROKU) which IPO'd just last month in Sweden. It's led by former CEO of $LIFCO.B who under his leadership saw 100x shareholder return. Roko stock is down quite a bit since going public which is no surprise given the timing. One thing I don't like about it is lack of focus on"
X Link @SayNoToTrading 2025-04-11T22:59Z 10.7K followers, 1852 engagements
"@AXDWealth @venicehodl @CBostion99 @DillyDillyDi I'm just too lazy to type them out. All the best ones I've called out within past weeks and months"
X Link @SayNoToTrading 2025-10-09T04:37Z 10.7K followers, XXX engagements
"Buying some more Progressive $PGR today. +100 from last week while swapping out XX shares for a little bit cheaper too. Still want my $234-236"
X Link @SayNoToTrading 2025-10-06T16:22Z 10.8K followers, 2648 engagements
"Thermo Fisher Scientific $TMO earnings today are a taste of what can happen in a healthcare stock when better than feared results happen. +11% today Danaher $DHR getting sympathy bump too. Not as painful as $CNC and $UNH but $TMO shareholders know painful it has been. Only kept lowest cost on rebound but I have owned a few years of which it has been sideways since Covid. Similar to health insurers actually"
X Link @SayNoToTrading 2025-07-23T15:34Z 10.8K followers, 5665 engagements
"Elevance Health $ELV insider selling With all the AI slop in Google news I don't even know why I check it anymore. That selling was back when stock was $400-500. Today it's $XXX. Never mind that CEO bought $2.4M of stock X weeks ago"
X Link @SayNoToTrading 2025-08-03T18:42Z 10.8K followers, 5313 engagements
"@renatoropb Thing is I hate Jack Dorsey even more than PayPal"
X Link @SayNoToTrading 2025-10-10T22:20Z 10.7K followers, 1061 engagements
"@DougCatsby I only posted $PYPL and $LMND because they are new and everyone knows I hate them. Simply too busy to post what is literally hundreds of transactions today and still perusing after hours right now"
X Link @SayNoToTrading 2025-10-10T23:36Z 10.7K followers, 1925 engagements
"Once I put a ticker on iPhone stock app I am getting serious about buying. I keep very few individual names on there mainly just use it for US and global markets. Waters $WAT hit $XXXXXX and you know I like pretty numbers. As to why I like Waters my recent post on $A Agilent touches on them: Long term $WAT slightly beats S&P but recent bear market in life sciences has them underperforming. I'm thinking next X years likely to be opposite of last X. Do note that in July Waters announced they will get into the flow cytometry business with its purchase of Becton Dickinson $BDX biosciences and"
X Link @SayNoToTrading 2025-09-03T16:20Z 10.8K followers, 8528 engagements
"@lester_thoughts Thanks but on relative basis $PGR was better deal on that July 13/14 2023 when comparing to peers. Now we have them all on sale I wouldn't say they're amazing values but probably within bottom quartile of last XX or so years"
X Link @SayNoToTrading 2025-10-14T22:53Z 10.8K followers, XX engagements
"Everyone is busy posting their $TSLA victory lap screenshots. I dont care about my winners. I care about those misbehaving and opportunities to add to them like $ISRG $VRSK and $MORN right now"
X Link @SayNoToTrading 2025-09-15T19:53Z 10.8K followers, 12.1K engagements
"The $FICO news this morning created a nice dip on Equifax $EFX stock. "FICO Mortgage Direct License Program tri-merge resellers have the option to calculate and distribute FICO Scores directly to their customers eliminating reliance on the three nationwide credit bureaus." It took me X years - this event - for me to finally double my $EFX position. To recap I had cycled through about $100k shares a few weeks ago on that intraday drop to $233/234 capturing the lowest cost XX shares and selling rest on rebound later that day and the next. Did same thing today and this time bought in XXX share"
X Link @SayNoToTrading 2025-10-02T14:52Z 10.8K followers, 4045 engagements
"I don't do turnarounds. I buy long term winners with short term problems or at least those which appear short term. Look at long term (multi-decade) chart of $DEO and it's a disaster. Major market underperformer. Would not touch. Don't care if it doubles from turn-around. Plus I think alcohol is very destructive and health risks minimized. So glad people are drinking less at least the younger and smarter generations. With cigarettes anyone millennial or gen Z know exactly what they're signing up for if they smoke. Same cannot be said about alcohol whatsoever. People are so ignorant as to long"
X Link @SayNoToTrading 2025-10-08T16:06Z 10.8K followers, XXX engagements
"@green_pumpsie I've talked to at least one multi-location restaurant which switched from $TOST to $FI Clover and liked it a lot better"
X Link @SayNoToTrading 2025-10-06T15:48Z 10.8K followers, XXX engagements
"@trynot2worry @Ashton_1nvests Check the 1-year divergence between $CWST and large peers $WM $RSG $WCN It will do its own thing for better or worse being small cap and recent retirement of founder"
X Link @SayNoToTrading 2025-09-05T22:22Z 10.8K followers, XXX engagements
"Was walking dog so missed the moment $CNI was at that price. I would have added 1k shares just XX cents lower than my current $XXXXX without hesitation. The rails are the easiest to cycle around on way down. One sector Ive done hundreds of transactions on the past several years and never once lost money on cycling. Usually the high cost lots I can sell same day later in green. They are very low beta so no crazy moves very predictable movements"
X Link @SayNoToTrading 2025-09-11T15:07Z 10.7K followers, XXX engagements
"$CSW was at $XXX when I posted this and I bought at same time. Bottomed at $XXXXXX a few mins later closed at $XXXXXX and in the XX hours since has steadily climbed $XX. We'll see if it holds. I would actually like it to take another leg down sometime in coming weeks. $CARR looks to be the next HVAC stock which might get interesting soon but this is large cap so it doesn't do the rapid drops and bounces like low volume $CSW $WSO $AAON etc. $FIX used to play this game when its market cap was 1/2 to 1/3 current but now its too momo"
X Link @SayNoToTrading 2025-10-01T14:40Z 10.8K followers, 3855 engagements
"For those asking me about rare earths minerals stocks like $MP $USAR $ARRNF $NEO.TO $UURAF $CRML. You do realize a lot of these are a little more than billion dollar biz plans Even the best the only one I own which is $MP MP Materials has a market cap of $14B is X years away from having a theoretical 16x multiple according to X analyst only. I bought at $XX and would have zero interest buying it here. Keep in mind that most mining stocks should have a low to mid single-digit multiple and despite the wording rare earths are not rare. It's the refining capacity which is rare (China-based) and"
X Link @SayNoToTrading 2025-10-13T13:33Z 10.8K followers, 1044 engagements
"I bought $DECK and $CSW my $ODFL didnt fill which was set about dollars below current cost basis. Missed $BAH at $XX mine is $XX so wasnt looking at it earlier when it was above that. Haha I cant answer same questions all the time when they require detailed answers. I just answered @DougCatsby on that exact question in detail X days ago. Youre going to have to dig it up"
X Link @SayNoToTrading 2025-10-11T04:16Z 10.8K followers, XXX engagements
"@unusual_whales Lets see $600+ spent for X GA tix yesterday and tomorrows show $1300 for X VIP tix. Ohana Fest a $LYV event. I would say neither is underpriced which I why I own the stock because I need to own whoever rips me off the most"
X Link @SayNoToTrading 2025-09-27T22:26Z 10.8K followers, 4155 engagements
"Just now I couldn't resist adding XXX shares of Roper Technologies $ROP stock. As always my highest cost lots are subject to selling after rebounds so perhaps this lot won't be a keeper. All I know is that I love CEO Neil Hunn's OCD about converting revenue to FCF at or above the XX% mark"
X Link @SayNoToTrading 2025-09-02T15:53Z 10.8K followers, 13.7K engagements
"2 high quality high multiple stocks reporting this week: $CTAS before open on Wed and $COST after close on Thurs. Given what we have seen with similar these past few months there is a non-zero chance at least one of these has an earnings induced sale. Last December after Christmas Cintas did have a big drop going from $XXX to $XXX. I did buy it. Costco had a fall albeit gradual from Feb to March and it was a much lower % decline. Last major decline for Costco was in 2022 when over about 5-6 weeks it went from $XXX to $XXX. This also accompanied a market decline. $CTAS has drifted down lately"
X Link @SayNoToTrading 2025-09-23T05:15Z 10.8K followers, 4702 engagements
"@SevenParr I applaud you for your humbleness. Best investment advice I can give you is once youve done this long enough you realize no one knows anything for certain. Those who think they do just dont know they dont know. Investing is about probabilities never certainties"
X Link @SayNoToTrading 2025-10-10T22:28Z 10.7K followers, XXX engagements
"So why is the safety trade of healthcare like $UNH and $ELV up while the other safety trade of garbage companies down today For the same reason you are seeing minus 3-7% moves today on: IES Holdings $IESC MasTec $MTZ Comfort Systems $FIX Emcor $EME Sterling Infrastructure $STRL Construction Partners $ROAD Quanta Systems $PWR Powell Industries $POWL 30-40% of trash is from construction. 22000 jobs for August may cement Sept rate cut but it also raises concerns of slowdown. Slowdown = less construction $WM now $X above April 8th low"
X Link @SayNoToTrading 2025-09-05T18:07Z 10.8K followers, 8562 engagements
"@10009nyny @amitisinvesting Too busy but roughly in order of highest to lowest weighting adds: $EFX $ROP $CWST $BMI $WSO $MKTX $SBET $BMNR $BULL note last X quite small"
X Link @SayNoToTrading 2025-09-02T16:09Z 10.8K followers, XXX engagements
"$RKLB competitor Firefly Aerospace $FLY is down XX% today. Their Alpha rocket exploded during a preflight test yesterday. Current $XX price = XX% below IPO Lesson In hot IPO market it may be tempting for us to participate in everything but we must fight the urge to do so if we don't have conviction in the company"
X Link @SayNoToTrading 2025-09-30T14:56Z 10.8K followers, 15.4K engagements
"@LeveragedFun @pepemoonboy Yeah the $EL re-rating also reminds me of similar ticker $ECL Ecolab. Not nearly as severe of a smack down but went from $CTAS like valuation to lower X years ago and hasnt fully recovered. Speaking of $WM from Friday:"
X Link @SayNoToTrading 2025-09-08T03:47Z 10.8K followers, XXX engagements
"In a sea of red the past couple of days $WST West Pharma (and healthcare in general like $DHR Danaher) is recovering nicely. I placed a red dot on this chart as to what shares I had pre-earnings (they were intraday low hence not visible on chart). I actually have owned $WST stock a couple years but traded around it on way down as to not lose money. After earnings I bought several hundred shares starting at $XXX and down to sub $XXX. In the two days after earnings I unloaded my shares from $202-216. You can see what I'm left with. Almost could have unloaded the $XXX today. Most likely in about"
X Link @SayNoToTrading 2025-02-25T00:34Z 10.7K followers, XXX engagements
"On the topic of losers in defense my biggest loser by far has been $LMT Lockheed Martin. I own all the prime including $LHX $HII $BA $NOC $GD and $RTX. You can search my feed for those tickers for more info. Am contemplating trimming a bit of this loser especially given that Boeing got the 6th gen F-47. $LMT SR-72 is sexy as hell but barely a needle mover if it moves forward. Especially given all the $$$ now being frontloaded for B-21 from $NOC (acceleration of production is last budget bill). At this point $LMT future cash flow is mainly legacy support for F-35 'til its sunset. Unless there"
X Link @SayNoToTrading 2025-07-30T18:29Z 10.8K followers, 5371 engagements
"Dont think Ive mentioned it before but do own Warner Music $WMG so am making $ off Green Day and of course Live Nation $LYV whos really ripping us off on tix"
X Link @SayNoToTrading 2025-09-29T02:52Z 10.8K followers, 1833 engagements
"@Gabsterisim Check out the Business Breakdowns episode on $CTAS"
X Link @SayNoToTrading 2025-10-09T22:32Z 10.8K followers, XXX engagements
"Busted 2020 SPAC Eos Energy $EOSE stock has been climbing its way back from sub dollar abyss. It has been trending on here recently which normally would mean nothing to me except some smart people I respect are enthusiastic so I know I should dig deeper. Counterargument coming from someone totally ignorant of $EOSE (me): Almost anything related to battery/energy storage energy conversion and especially if green energy had been involved has been an immense disappointment the past few years and even further back. Many of us myself included got burned on the $ENPH and $SEDG inverter runs from"
X Link @SayNoToTrading 2025-09-01T15:21Z 10.8K followers, 3500 engagements
"@TheEUInvestor Yeah $MCO is much more pure play for credit ratings light on research/data so not being hit as hard as $SPGI"
X Link @SayNoToTrading 2025-10-07T15:42Z 10.8K followers, XXX engagements
"@GorrepatiRama Tired too but Im still buying at least XXX shares of $CPRT daily as I said I would Some days are more. I think I did XXX on Friday"
X Link @SayNoToTrading 2025-10-13T03:45Z 10.8K followers, XXX engagements
"@zoomyzoomm Think about it the higher the net worth the more complex it is to track and calculate. One brokerage account Or several What about PE investments Various RE properties"
X Link @SayNoToTrading 2025-10-13T23:30Z 10.8K followers, XXX engagements
"I was asked about Watsco $WSO $WSO.B earnings drop and if I was buying. No even with today's drop still far above the June 17th low when I added"
X Link @SayNoToTrading 2025-07-30T21:40Z 10.8K followers, 2168 engagements
"Huge $TPL buy from Horizon Kinetics. I think $GOOG should start including our buy/sell tweets in their AI news slop if X share is all it takes to be top story"
X Link @SayNoToTrading 2025-08-07T16:46Z 10.8K followers, 16.4K engagements
"Builders FirstSource $BLDR among biggest losers on S&P today. Nothing unique as $ITB down X% and it's among the higher beta names in there. $NVR $DHR $LEN $PHG all around -2%. $HD and $LOW around -1%. Interesting that $BLD is down half that of $BLDR as they're both around same beta. This did lead me to double up on $BLDR today with intention of selling higher cost XXX later. Have done this on BLDR since around $XXX downward"
X Link @SayNoToTrading 2025-06-02T17:30Z 10.7K followers, 3273 engagements
"Does anyone remember that time when Mercado Libre $MELI stock dropped almost $XXX in XX hours Yeah it was a long time ago. Monday Sept XX thru Wednesday Oct X 2025. These kind of drops are a blessing for a name like this. Excluding the 2022 bear market when $MELI drops sharply more often than not it rebounds and usually quite quickly. As I posted I did buy last week at $2222.22 because like I said a pretty share price is more important than a lower price However I did later on get both a lower and pretty price at $2121.21 which was just a few dollars I think $X or X from the intraday low this"
X Link @SayNoToTrading 2025-10-10T04:19Z 10.8K followers, 15.8K engagements
"$CPRT - If CalPERS invested as Alaska does they wouldn't have such shitty returns"
X Link @SayNoToTrading 2025-09-29T15:05Z 10.8K followers, 2174 engagements
"@ryan_vlnstudy I missed $WCN on that Thursday while walking dog. My add target was at $170.xx which it hit briefly that day"
X Link @SayNoToTrading 2025-10-08T21:54Z 10.8K followers, XXX engagements
"Kantesaria always has all the quality folks obsessing over $FICO but really if we're going to compare and contrast the high quality high multiple stocks Badger Meter $BMI may be better. No Pulte bullying either. Big drop last X days on earnings. I have seen so many misunderstanding the 40x multiple thinking they just make muni water meters. What they don't understand is the lock 'n load model of selling smart meters to cities then locking them into the subscriptions for eternity. Do you really think cities can afford to yank them out after"
X Link @SayNoToTrading 2025-07-23T18:03Z 10.8K followers, 7676 engagements
"$CNI someone trying to be cute like me and did $XXXXX this morning which was the low. Ready to add on anything lower. Disappointed Trump made pro $UNP $NSC merger comments because I'm ready to buy more UNP at $210-212"
X Link @SayNoToTrading 2025-09-23T15:32Z 10.8K followers, 4095 engagements
"Interesting insight on Accenture $ACN. I remember 6-8 quarters ago the street's narrative was that IT consultants like Accenture Globant $GLOB CGI $GIB EPAM Systems $EPAM ASGN $ASGN and others were actually AI beneficiaries. Their services would be in increasing demand for helping businesses incorporate AI. Then the past few months narrative flipped to AI disrupting them where they were no longer needed or at least needed less. Because AI could do their job at least in part. Being outside the corporate world I don't know the answer"
X Link @SayNoToTrading 2025-08-28T22:29Z 10.8K followers, 5678 engagements
"@TBinkowski44570 @TheXCPA I've never understood $BROS in that it just seems like diabetes disaster. Literally nothing remotely acceptable there if you want to minimize sugar and other garbage. At least $SBUX has plain coffee"
X Link @SayNoToTrading 2025-10-10T14:04Z 10.8K followers, XXX engagements
"Is Mohnish still in the metallurgic coal plays $AMR and $CNR (previously $ARCH) or did he flip-flop on that I flip-flopped on it but did so within just a couple days of buying. Last year I bought a little a Alpha Metallurgical Resources in my hard assets account (energy REITs utilities gold royalties). Price was around $XXX. Realized it was a mistake and got out quickly. Not that I'm bearish on metallurgic coal (not to be confused with thermal coal) but rather such capital intensive businesses I want to minimize and only buy on EXTREME drops - e.g. oil in March 2020. Haven't dug into $AMR"
X Link @SayNoToTrading 2025-10-02T15:52Z 10.8K followers, 2782 engagements
"@Elarchy124 Those X are my least favorite trash stocks so the rest I all like more: $WCN favorite big one $CWST fav for growth/total return followed by $GFL $CLH fav for specialty waste"
X Link @SayNoToTrading 2025-09-05T16:22Z 10.8K followers, XXX engagements
"Being that Fairfax Financial $FFH $FFH.TO $FRFHF has made me almost XXX% in X years figured I should take a closer look at Fairfax India Holdings $FIH.U $FIH.TO $FFXDF I would never try and invest in India directly. Never invest in markets you don't understand. Especially when there's the added dollar to rupee risk. Fairfax India has been an absolute train wreck. Then again you could say the same about Fairfax Financial from post GFC through Covid low. Luckily I didn't buy until then. I remember during the 2000s everyone said Fairfax was the next Berkshire Hathaway $BRK.A $BRK.B and that Prem"
X Link @SayNoToTrading 2025-05-28T05:14Z 10.8K followers, 5018 engagements
"Top decliners in chips today and $ENTG gets the crown"
X Link @SayNoToTrading 2025-10-11T05:41Z 10.8K followers, 2312 engagements
"@pepemoonboy Check out @CedarStResearch and search his feed for ticker. I did initiate tiny position in $ROOT but will keep it that size"
X Link @SayNoToTrading 2025-10-14T14:31Z 10.8K followers, XXX engagements
"When the BBB passed I said its likely a matter of when (not if) the Medicaid and ACA cuts would be rolled back. We may get that by end of month which could be another leg up on Centene $CNC Molina $MOH and Oscar $OSCR"
X Link @SayNoToTrading 2025-09-14T16:49Z 10.7K followers, 10.5K engagements
"@wolfofharcourt This too shall pass. $MELI sells a lot of stuff that you cant get on Temu or Shein"
X Link @SayNoToTrading 2025-10-08T16:33Z 10.8K followers, XXX engagements
"I did add about $100k of Constellation Software $CSU $CSU.TO $CNSWF yesterday but only intend to keep the lowest cost XX shares I add. If we go lower Ill buy more and increase the net add to +33 +50 and so on. The upcoming call on Wednesday regarding Mark Leonard to Mark Miller may or may not be clearing event. I just wish this was not such a loved stock. Id feel better buying it if there was more negative sentiment right now. I have yet to see that. There are too many new investors in it the past couple of years and I could see it falling out of favor with them if downtrend continues since"
X Link @SayNoToTrading 2025-09-27T16:04Z 10.8K followers, 9183 engagements
"Google News has gotten completely unusable with AI slop. Take Equifax $EFX today. Clicked on the first story from Yahoo Finance. See screenshot of it. You could substitute literally any ticker in there today and it would read the same"
X Link @SayNoToTrading 2025-09-03T05:00Z 10.8K followers, 3109 engagements
"@KrisPatel99 Not yet except $ROP which Ive mentioned. Search my feed for recent posts on it"
X Link @SayNoToTrading 2025-09-04T14:07Z 10.8K followers, XXX engagements
"PayPal $PYPL longs. I hear from so many of you about valuation but not many of you seem to use it yourselves. I've used PayPal since I was XX or XX back when you only needed an email to signup. They gave you $XX too for doing so. It was how I took payments when selling on $EBAY as a kid. From then through now have only had lackluster experiences using them at best. At worst terrible policies regarding payment disputes and non-existent customer service. Just as they didn't care if I was a minor way back then today they don't care if scammers use their system to generate various fake billing"
X Link @SayNoToTrading 2025-10-05T21:01Z 10.8K followers, 48.4K engagements
"Wow. Did not realize short interest on Rocket Companies $RKT was XX% of float. I would never bet against Dan Gilbert. Though if CPI comes in lukewarm to red hot it is possible shorts get a temporary small win. Eventually though lower rates and that equals mortgage volume"
X Link @SayNoToTrading 2025-09-11T06:48Z 10.8K followers, 4787 engagements
"@QualityInvest5 Yeah I finally bought $FI. The initial drop to $XXX wasnt enough for me but it was hard to resist now. Ive long owned $ADYEN. Fiserv is 2nd largest global market share for processing behind $JPM. If you check my feed a few days ago I posted market share of top 20"
X Link @SayNoToTrading 2025-10-09T00:20Z 10.8K followers, 1354 engagements
"I've long had XXX shares of $ACGL but man these Bermuda carriers I do think that game will blowup someday. Might take a GFC-style event but it will happen. As such I only have tiny positions in a couple. Correct me if wrong but didn't $KNSL totally abandon the Bermuda game about XX years ago"
X Link @SayNoToTrading 2025-10-03T22:52Z 10.7K followers, XXX engagements
"@LeoNelissen @contextinvestor @juergentschi What about seal of approval As with many things even before AI doesnt matter if someone (or something) else can do it just as well you still need the sign-off by whoever is certified in that craft or field"
X Link @SayNoToTrading 2025-10-03T22:22Z 10.8K followers, XXX engagements
"Guess who started buying $ROOT. It's a spec and will be weighted very small. Right now I see $ROOT $LMND as more compelling. You know in Southern California the public education system is so horrendous they don't even teach kids proper English. So if you ask them to say "roof" they say "ruff" like your dog. They pronounce "route" as "root." So if route = root how should I say Root Insurance as a local I don't want them to think I'm saying Route Insurance"
X Link @SayNoToTrading 2025-10-06T23:26Z 10.8K followers, 16K engagements
"@long_equity I own 1k shares $SSNC . Bill Stone has been running it since starting it XX years ago and hes only XX so should still have time for more"
X Link @SayNoToTrading 2025-09-21T14:36Z 10.8K followers, XXX engagements
"@LeoNelissen Indeed While there are a handful of quality building suppliers not many focus on high-end proprietary offerings like $CSL. Have +25 share add this morning at $327"
X Link @SayNoToTrading 2025-09-19T23:15Z 10.7K followers, XXX engagements
"Between the spook on permits $LEN earnings yesterday and mortgage rates heading the wrong direction building suppliers have been sold off lately. One of the highest quality among them is Carlisle $CSL. I missed its tariff tantrum low as my buy was few dollars off. I am buying now for first time since 2023. Forward PE is 14-15 but I don't prefer that metric given their acquisitive nature. $CSL has had a monster buyback program as you can see"
X Link @SayNoToTrading 2025-09-19T14:41Z 10.8K followers, 7928 engagements
"@amitisinvesting @RealMattMoney @vinceisbullish I remember you saying you were looking to buy guess I missed when you did. Congrats"
X Link @SayNoToTrading 2025-10-08T16:25Z 10.8K followers, 2940 engagements
"Definitely not my favorite trash co's but a little buying on $WM and $RSG just now"
X Link @SayNoToTrading 2025-09-05T15:34Z 10.8K followers, 3717 engagements
"No point in listing tickers because sadly they're stocks no one on X pays attention to but when it comes to the higher quality small caps I would not be surprised if many of their bottoms have been made for the year. As I've said tax loss selling is earlier every year. What may have been a mid-Oct nadir now looks to be Sept 25th for many many names I follow"
X Link @SayNoToTrading 2025-10-08T18:23Z 10.8K followers, 7401 engagements
"Goldman Sachs $GS I noticed is at ATH. It is one of the very few banks I own and I don't believe I've mentioned it before. I bought in 2023 during the financials selloff which started with $SIVB and then continued in fits and starts through rest of year. Back then Morgan Stanley $MS was said to have dethroned "Golden Sacks" and they were no longer the prestigious firm of 2000 era. Probably true but in 2023 when I bought the premium Morgan Stanley had to TBV was way too high. Goldman was the value play so I went with $GS over $MS at end of Oct 2023. I see it's now up 171%. Looks like I made"
X Link @SayNoToTrading 2025-09-24T04:43Z 10.8K followers, 4561 engagements
"I hate PayPal $PYPL. PT of $56-57 for serious buying"
X Link @SayNoToTrading 2025-10-10T20:52Z 10.8K followers, 31K engagements
"I bought $280k of Murphy USA $MUSA yesterday. As I've said before you should just assume I am continuing to buy a stock if price keeps falling. Some people who don't follow me were all shocked to see this with $UNH when I said in Feb (before all the drama) I would resume buying if/when it goes below my 4-year intraday low holding price of $XXX. Unlike a lot of people I don't chicken out. If I like a stock at X dollars I really do like it even more at X minus Y dollars unless something dramatically changes. Everyone says that but few follow it. It's like they say they are going to buy a big"
X Link @SayNoToTrading 2025-06-17T18:12Z 10.8K followers, 9031 engagements
"The $2222.22 is back Maybe I should buy more"
X Link @SayNoToTrading 2025-10-01T15:19Z 10.8K followers, 1609 engagements
"Unpopular opinion: If you're bullish China might be safer to long $CROX here over $PDD $BABA $TCEHY This may convince you of that in X mins:"
X Link @SayNoToTrading 2025-08-23T18:13Z 10.8K followers, 12.4K engagements
"@OnlyMajorMoves_ As with $AAON this week I regret not adding more $FTNT on the plunge. Excellent founder-led"
X Link @SayNoToTrading 2025-08-15T21:04Z 10.7K followers, XXX engagements
"As I've said before in theory one would think the credit bureaus $EFX $TRU and $EXPN would be excellent businesses but they really aren't. I know Equifax is getting a lot of love lately but it's the poor man's $FICO and no comparison. FICO high-margin software model = ROIC average of 25-30% and ROA of 15-20% the past XX years though with significant ramp up in recent years. Equifax $EFX is less than half that with ROIC of 8-12%. High capex on security acquisitions and compliance (like the 2017 hack). TransUnion $TRU and Experian $EXPN $EXPGF $EXPGY are similar and generally even worse than"
X Link @SayNoToTrading 2025-09-02T14:46Z 10.7K followers, 4722 engagements
"@amitisinvesting $EFX $ROP $CWST $BMI $WSO $MKTX $SBET $BMNR $BULL note last X quite small"
X Link @SayNoToTrading 2025-09-02T16:10Z 10.8K followers, 11.3K engagements
"@ZeroDebt4All HeyDude waste of money is one reason for the hate. Search my feed for ticker I have written about it a number of times. Yeah I know all the youngins wear $CROX. I even see them doing so at the gym which makes no sense"
X Link @SayNoToTrading 2025-10-11T16:27Z 10.8K followers, XXX engagements
"Regarding the Intuitive Surgical $ISRG stock drop today I listened to their presentation at the Wells Fargo Healthcare Conference which triggered it. The XXX bps tariff drag off of gross margins is not new it was discussed on Q2 earnings call. They did emphasize the XXX bps was the calendar year 2025 average meaning lower in Q2 and higher in Q3-Q4. Not sure if this was explicitly said on Q2 call. Seems the fear is refusal to guarantee 2026 gross margins of 70%. Each time asked they reiterated they simply don't know given the dynamic nature of the tariff situation. If you liked owning $ISRG at"
X Link @SayNoToTrading 2025-09-03T22:46Z 10.8K followers, 4273 engagements
"Regarding Lemonade $LMND pet insurance you may be surprised to hear I side more with the bulls than the bears albeit with a major caveat. Here's why: - As @CedarStResearch points out the real winner is the $375B auto insurance market and the $125B homeowners market. Pet is similar TAM to renters insurance at only $5-6B. - I understand why on one hand a small market is not exciting. My rebuttal to that would be it's often better to dominate a niche market than have to fight for scraps in a highly competitive large market. - That said no one has yet figured out how to make pet insurance work. I"
X Link @SayNoToTrading 2025-10-04T19:06Z 10.8K followers, 5121 engagements
"I think of health first taste second. Always. With coffee more burnt the better if you are trying to reduce acrylamide. It's highest during first X phases of Maillard reaction and hence $BROS is almost certainly higher than $SBUX Pike Place. Don't bother to rebuttal with FDA data on this because it's on brewed coffee so of course it's low diluted with all that water"
X Link @SayNoToTrading 2025-10-10T14:49Z 10.8K followers, XXX engagements
"Cant click this headline because I wouldnt pay CNBC a dollar but isnt this a bit premature Im a former long-time $OXY shareholder before Tricky Vicki ruined the balance sheet with Anadarko deal in 2019. Even with Buffetts usurious financing to fund that deal - so $OXY could do so without shareholder vote - it has not exactly been a great investment for $BRK.A $BRK.B. I admit OxyChem is among the more attractive parts of their business and when chemicals are back in it will be attractive. Thing is as with all of Tricky Vickis terrible decisions the best way to monetize that would be do an IPO"
X Link @SayNoToTrading 2025-10-05T16:22Z 10.8K followers, 4565 engagements
"Morningstar $MORN stock has now roundtripped back to April 7th black Monday low. $SPGI and $MCO investors may be interested because of DBRS. Call me an optimist but tiny Morningstar DBRS excites me when looking out 10-20 years. Just 2-3% global market share but X of only X credit rating agencies approved by US govt. I also hear they are a bit more let's just say hungry relative to Moody's S&P and Fitch. So certain types of companies will opt for DBRS to get their credit rating. You know why. $MORN is being sold off for same reason as $FDS $IT and similar - disruption by LLMs. I get it. Most"
X Link @SayNoToTrading 2025-08-06T16:54Z 10.8K followers, 3463 engagements
"I know @taobanker was looking at $COLD earlier this year and I reminded him about this labor issue. What did you find out I haven't looked at them since 2022/2023 so my knowledge is out of date but I know the problem exists. It definitely is what took it from $XX to $XX. Can't say what took it to $XX but I would imagine it plays a part at least"
X Link @SayNoToTrading 2025-10-06T18:51Z 10.7K followers, XXX engagements
"@njcrypto22 Owned $PBR 15-20 years ago. Not for me as it's a trading stock and not suitable for LT buy and hold"
X Link @SayNoToTrading 2025-10-10T14:09Z 10.8K followers, XXX engagements
"Thank you for sharing Have you been with E*trade pre and post $MS buyout I have heard complaints since but don't know how valid. If they offer a big bribe (bonus) I am totally down for opening an account. Legacy brokers don't do the 1-4% type thing that $HOOD and $BULL do but I have been able to get $XX and $20k bonuses from legacy"
X Link @SayNoToTrading 2025-10-14T22:43Z 10.8K followers, XXX engagements
"Nice to see $ARE and $TROW in this appropriately titled piece by @LeoNelissen "Super Popular Stocks I Wouldn't Touch With A 10-Foot Pole" I have written about both of these recently search my feed for their tickers. That includes liquidating my 2000 shares of $TROW purchased at EXACT lows of 2020 and 2023. An ultra-low cost basis does not mean you should continue holding a stock if the business continues to be disrupted and management continues to not make necessary changes. I'm patient I gave them X years"
X Link @SayNoToTrading 2025-08-11T15:34Z 10.8K followers, 2476 engagements
"Quick comment on Copart $CPRT earnings reaction. If I didn't have all these recent adds I would be buying more on this dip. After hours yesterday it was as high as $51"
X Link @SayNoToTrading 2025-09-05T14:14Z 10.7K followers, 3782 engagements
"Thanks and indeed Basically bond alternatives and only buy when at multi-year lows goal is high YOC many years from now. Noticed I made typo in one spot and wrote $ESS (Essex Property Trust) instead of $ES and $NEE. I own ESS too but didn't mean to write that ticker here. I guess that's what happens when I'm concurrently writing posts about utilities and REITs ha"
X Link @SayNoToTrading 2025-03-09T15:16Z 10.8K followers, XXX engagements
"@OnlyMajorMoves_ $CNC $MOH $CI $ELV After that do P&C insurers and brokers. Maybe start with brokers $BRO and $MMC. Then do $PGR $RLI $CB. I can keep you busy"
X Link @SayNoToTrading 2025-08-02T18:52Z 10.7K followers, 1580 engagements
"@PayPal Let's not brag about spam protection $PYPL as you are a total joke when it comes to that:"
X Link @SayNoToTrading 2025-10-13T15:10Z 10.8K followers, XXX engagements