@Valuation_Shop Avatar @Valuation_Shop The Valuation Shop

The Valuation Shop posts on X about $csuto, constellation, cash flow, flow the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 49.48% finance 32.99% technology brands 21.65% countries 3.09% automotive brands 2.06% cryptocurrencies 2.06% social networks 1.03% financial services 1.03%

Social topic influence $csuto 10.31%, constellation 9.28%, cash flow 9.28%, flow 9.28%, $amzn #384, $lmnv 7.22%, $toiv 7.22%, $meta #795, meta 7.22%, future 6.19%

Top accounts mentioned or mentioned by @bourboncap @willbiddy @koyfincharts @wealthyreadings @safehavenmoney @hatedmoats @dividendtalks @themotleyfool @geigercapital @brewmarkets @dividenddata @varunvmalhotra @leevalueroach @qcompounding @iancassel @dividenddollar @deepicevalue @selfmademastery @qualtrim @sidecarcap

Top assets mentioned Amazon.com, Inc. (AMZN) Metadium (META) Microsoft Corp. (MSFT) Monster Beverage Corp (MNST) Alphabet Inc Class A (GOOGL) Mastercard, Inc. (MA) Match Group Inc (MTCH) Roper Technologies Inc (ROP) Bumble Inc. (BMBL) SuperWalk (GRND) NVIDIA Corp. (NVDA) Tesla, Inc. (TSLA) Adobe, Inc. (ADBE) Berkshire Hathaway Inc. (BRK.A) Celsius Holdings, Inc. Common Stock (CELH) TransDigm Group, Inc. (TDG) Taiwan Semiconductor (TSM) Apple, Inc. (AAPL) Costco Wholesale Corporation (COST) Broadcom, Inc. (AVGO) Verizon Communications Inc. (VZ) Uber Technologies, Inc. (UBER) Restaurant Brands International Inc. (QSR) Whirlpool Corporation (WHR) Flare (FLR) MercadoLibre Inc (MELI) 4 (FOUR) Beyond Meat, Inc. (BYND) Duolingo, Inc. (DUOL) American Express Company (AXP) Airbnb, Inc. (ABNB) Danaher Corporation (DHR) Copart, Inc. (CPRT) Coconut Chicken (CCC) Verisk Analytics, Inc. (VRSK)

Top Social Posts

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

"Constellation Softwares custom metric (FCFA2S) may actually understate true earnings. This article explains why and what you may want to use instead. $CSU.TO https://www.thevaluationshop.com/the-anti-hype-metric-why-constellation-software-understates-its-own-success/ https://www.thevaluationshop.com/the-anti-hype-metric-why-constellation-software-understates-its-own-success/"
X Link 2026-01-20T20:31Z [--] followers, [---] engagements

"@DividendTalks There was some fear around $MA and $V when Trump proposed a cap on credit card interest rates. The specific concern is that less credit cards overall would be issued under those circumstances. We're still bullish on both especially $MA at today's valuation"
X Link 2026-01-27T23:23Z [--] followers, [----] engagements

"$MTCH reports next week. Tinder is stumbling -3% rev -7% paying users while Hinge is surging +27% rev +17% paying users (numbers from last quarter) Can Hinge scale fast enough to offset Tinder's decline http://Match.com http://Match.com"
X Link 2026-01-28T07:38Z [--] followers, [---] engagements

"Investors in $ROP are much more focused on organic growth than $CSU.TO investors related to VMS holdings. Massive sell-off in $ROP on q4 drop in organic growth to 4%. Meanwhile $CSU.TO organic growth consistently 1-2%"
X Link 2026-01-28T22:25Z [--] followers, [--] engagements

"@themotleyfool Investors sleep on $MNST because its "just an energy drink." Yet its one of the best performing stocks of the past [--] years. We recently wrote an article breaking down how we think about the future of Monster and Celsius"
X Link 2026-02-01T04:52Z [--] followers, [---] engagements

"Market sizing exercise for $MTCH $BMBL $GRND Top-down TAM for dating apps. Start with total population for each region the apps gained traction % of [--] - [--] yrs old % single"
X Link 2026-02-01T18:16Z [--] followers, [---] engagements

"@BourbonCap Good heads up on Transdigm $TDG"
X Link 2026-02-04T03:27Z [--] followers, [---] engagements

""If you want to have a better performance than the crowd you must do things differently." Templeton Currently analyzing $MTCH $BMBL and $GRND. Sentiment is at rock bottom which makes the setup interesting. Findings to be shared"
X Link 2026-02-05T00:12Z [--] followers, [---] engagements

"@Geiger_Capital Income statements now masking true spend"
X Link 2026-02-05T00:20Z [--] followers, [---] engagements

"We calculated each companies multiple using their internal profit metric FCFA2S. Multiples reflect today's market cap $CSU.TO - 22x $LMN.V - 20x $TOI.V - 25x"
X Link 2026-02-05T03:38Z [--] followers, [---] engagements

"@brewmarkets Considering their venture cap arm Waymo and current performance $GOOGL is pretty much looking unstoppable"
X Link 2026-02-05T05:47Z [--] followers, [---] engagements

"@dividend_data 38x free cash flow"
X Link 2026-02-06T05:29Z [--] followers, [---] engagements

"$AMZN projected spend ($200B) for [----] will be the most aggressive single year capex spend in corporate history. $GOOGL ($180B) and $MSFT ($150B) not far behind but in terms of dollar amounts $AMZN has the lead"
X Link 2026-02-06T18:06Z [--] followers, [--] engagements

"Pro-tip: research what companies aside from $NVDA and $TSM will be on the receiving end"
X Link 2026-02-06T22:33Z [--] followers, [--] engagements

"Most companies worry about things like competition consumer fads regulation etc. $AMZN $GOOGL $META $MSFT literally worried global infrastructure may lack the electricity water and permitted land needed for their future AI data centers"
X Link 2026-02-07T05:55Z [--] followers, [---] engagements

"@WillBiddy_ Would probably go $V or $MA"
X Link 2026-02-07T22:47Z [--] followers, [--] engagements

"@varunv_malhotra Agreed that thrives in this environment and there certainly is some irony in that. However it's just as interesting that they are looking to diversify and acquire businesses in other verticals as well. Kind of an evolution in the business model. http://CSU.TO http://CSU.TO"
X Link 2026-02-08T22:09Z [--] followers, [---] engagements

"@KoyfinCharts $MNST - everyone knows of Monster but it is not taken seriously by many"
X Link 2026-02-08T22:13Z [--] followers, [---] engagements

"$AAPL the current undisputed champion of free cash flow. Capex is low operating cash high no wonder Warren Buffett likes this company so much. Free Cash Flow: $123B P/FCF: 33x #WarrenBuffett #Apple"
X Link 2026-02-08T22:56Z [--] followers, [--] engagements

"@leevalueroach Hard to know how long that growth will last here but at least you can buy at a margin of safety price today"
X Link 2026-02-10T03:57Z [--] followers, [---] engagements

"@QCompounding The problem is it has to be legitimate fear and it's easy to get caught up in it to some degree. Hard to imagine no SaaS companies will get disrupted by AI for example"
X Link 2026-02-10T04:50Z [--] followers, [--] engagements

"@WealthyReadings Exactly use free cash flow"
X Link 2026-02-10T05:07Z [--] followers, [--] engagements

"@iancassel I'd love to see how shareholders of a company like Costco that trades at 50x would react if they started issuing shares to make acquisitions"
X Link 2026-02-11T07:22Z [--] followers, [--] engagements

"@Dividend_Dollar And that's why $V is a large position in our portfolio Impressive number for $AVGO didn't realize they were so profitable"
X Link 2026-02-11T07:27Z [--] followers, [--] engagements

"@DeepIceValue $TSLA seems like the wild card in the mag [--] right now"
X Link 2026-02-11T07:13Z [--] followers, [--] engagements

"$MTCH (Tinder) is losing payers to niche apps and investors are worried. Didn't this happen to Facebook though Critics predicted niche apps would be their downfall but $META now engages 43% of the world daily. The "everything" platform may be more resilient than you think"
X Link 2026-02-11T19:10Z [--] followers, [--] engagements

"Don't ignore the fact that Jensen Huang Founder and CEO of $NVDA said in an interview "No one uses AI better than $META.""
X Link 2026-02-11T21:00Z [--] followers, [--] engagements

"@SelfMadeMastery $VZ"
X Link 2026-02-12T05:06Z [--] followers, [--] engagements

"@qualtrim Uber operates in [--] countries and [-----] cities worldwide. At what point do robotaxis threaten their entire global business"
X Link 2026-02-12T05:38Z [--] followers, [---] engagements

"@sidecarcap How about the "no one will shop in brick and mortar anymore" narrative to compliment. Markets overreact"
X Link 2026-02-12T05:48Z [--] followers, [---] engagements

"Three "smart money" managers doubling down on out of favor companies David Tepper - $WHR Whirlpool - Now a top [--] holding Seth Klarman - $QSR Restaurant brands - Now top holding David Einhorn - $FLR Fluor Corp - Now Top [--] holding"
X Link 2026-02-05T22:07Z [--] followers, [---] engagements

"@Quality_stocksA Thanks for sharing this list we've been looking into $MELI and $FOUR as well"
X Link 2026-02-07T04:09Z [--] followers, [---] engagements

"@safehavenmoney @KoyfinCharts $BYND market cap is $322M today $MNST is $79B. Do you think $BYND reaches $79B in the future [--] year projection Total revenue is $291M today and they have not reported net profit once since 2009"
X Link 2026-02-11T20:57Z [--] followers, [--] engagements

"$APPL doesn't have to be a complex thesis They have a moat business w positive growth and massive share buy backs Earnings per share perspective: earnings grow (numerator increases) shares outstanding falls (denominator decreases) EPS grows consistently Regulation = biggest risk https://twitter.com/i/web/status/2021737637300871253 https://twitter.com/i/web/status/2021737637300871253"
X Link 2026-02-12T00:06Z [--] followers, [--] engagements

"aaaaaaand breaking news: Bill Ackman just bought in to $META"
X Link 2026-02-12T04:54Z [--] followers, [--] engagements

"@DividendDynasty $ADBE and $DUOL seem to be at the heart of this debate. Putting both in the "too hard pile" and moving on. Both are trading at very attractive prices if they do end up having a moat"
X Link 2026-02-12T05:08Z [--] followers, [---] engagements

"@StockSavvyShay @fiscal_ai Valuation reflecting price to free cash flow rather than p/e now that it's no longer asset light"
X Link 2026-02-12T05:11Z [--] followers, [--] engagements

"@HatedMoats $GOOGL most recent annual filing listed one of its major risks as "the global infrastructure may not have enough electricity water and land permits to power our future data centers." Paraphrasing but that's the gist of it. Never read something like that before"
X Link 2026-02-13T22:55Z [--] followers, [--] engagements

"@BourbonCap Seeing some other notable investors with high conviction in $AMZN. Seth Klarman (Baupost Group) just made it their second largest position"
X Link 2026-02-13T22:51Z [--] followers, [--] engagements

"Expect updated 13F filings tomorrow from Seth Klarman at Baupost Li Lu at Himalaya David Tepper at Appaloosa Chuck Akre and Howard Marks at Oaktree Capital All their most recent buys and sells will public"
X Link 2026-02-11T22:52Z [--] followers, [---] engagements

"@WillBiddy_ $MA and $V just keep an eye on total payment volume $AXP an interesting one as well and second largest Berkshire Hathaway position"
X Link 2026-02-12T05:45Z [--] followers, [--] engagements

"$ABNB forecasting challenge 533M total reservations in [----] (rooms + experiences) Let's gamify this what will number be in [----] Current growth and #'s by region: N. America: 158M growing 3% EMEA: 215M growing 7% 💃Latin America: 90M growing 18% 🌏APAC: 70M growing 15%"
X Link 2026-02-13T07:13Z [--] followers, [--] engagements

"One of the most debated stocks right now is $ADBE The gap between what it looks like it does (edit images) and what it actually does (standardize creative workflows) is massive Don't be afraid to put a stock in the too hard pile even if it is optically undervalued Wait for the fat pitch as Warren Buffett would say https://twitter.com/i/web/status/2022364407871995917 https://twitter.com/i/web/status/2022364407871995917"
X Link 2026-02-13T17:37Z [--] followers, [--] engagements

"Seth Klarman at Baupost Group has made $AMZN their second top holding. Baupost previously did not have a position in the stock. #13F"
X Link 2026-02-13T22:29Z [--] followers, [---] engagements

"@Bitcoin_Teddy Physical"
X Link 2026-02-13T22:33Z [--] followers, [--] engagements

"Chuck Akre and the team at Akre Capital Management (famous for their three legged stool investing approach) new 13F just posted Sold completely out of $VRSK and most of their position in $DHR Added significant shares of $CPRT and $CCC #13F"
X Link 2026-02-13T23:03Z [--] followers, [---] engagements

"One of the best investing books isn't even about investing "Thinking in Bets" by Annie Duke It uses poker to teach decision making but here's the lesson for stocks A thesis should never be binary (stock will go up or down) Only probabilistic (70% chance this plays out)"
X Link 2026-02-14T06:43Z [--] followers, [--] engagements

"@JesseCohenInv $AMZN will be worth more in [--] years than today you would have to be crazy not to think so"
X Link 2026-02-14T06:47Z [--] followers, [--] engagements

"@money_cruncher The divergence between $AMZN and $VOO may be reversed over the next [--] years"
X Link 2026-02-14T06:52Z [--] followers, [---] engagements

"Monster Energys flagship brand didn't even exist until [----]. Today theyre doing nearly $8 billion in annual revenue and still putting up double-digit growth numbers in their latest filings. For a company thats been public since [----] youd expect the "Law of Large Numbers" to have kicked in by now. Usually once a business hits this size and age growth starts to look pretty boring. But Monster just keeps grinding out solid numbers decade after decade. Its rare to see a "legacy" player still act like a growth company this far down the road"
X Link 2025-12-20T08:02Z [--] followers, [--] engagements

"Dug into global energy drink consumption and what it means for Monster & Celsius. Insights from our analysis will fit into any thesis on these companies. Full article coming soon in The Valuation Shop"
X Link 2025-12-24T08:51Z [--] followers, [--] engagements

"Is $CELH priced for perfection Is $MNST a value trap We built a top down model for the next decade of Energy Drinks looking at raw volume penetration and the "Moonshot" markets to find the truth. The result: A [----] valuation roadmap for both brands. https://www.thevaluationshop.com/energy-at-scale-a-retail-investors-guide-to-the-next-decade-of-monster-and-celsius/ https://www.thevaluationshop.com/energy-at-scale-a-retail-investors-guide-to-the-next-decade-of-monster-and-celsius/"
X Link 2026-01-05T23:57Z [--] followers, [---] engagements

"Lets be honest: India is exceptionally productive. biologically speaking. They are minting new consumers daily. If $MNST or $CELH truly "unlock" India throw away the valuation models. The growth runway would extend for decades. Read the thesis: The Valuation Shop https://www.thevaluationshop.com/energy-at-scale-a-retail-investors-guide-to-the-next-decade-of-monster-and-celsius/ https://www.thevaluationshop.com/energy-at-scale-a-retail-investors-guide-to-the-next-decade-of-monster-and-celsius/"
X Link 2026-01-07T06:10Z [--] followers, [--] engagements

"Warren Buffett taught us to view stocks as bonds. A bond pays a fixed coupon (interest). A stock's "coupon" is its earnings. The difference A bond's payout stays flat. A good stock's earnings grow. You pay the price today but your "coupon" can grow bigger every year"
X Link 2026-01-08T06:34Z [--] followers, [--] engagements

""I don't get the cash so why do earnings matter" Companies reinvest cash to grow. Growth can drive the stock price up. Higher stock price is how your wealth compounds without dividends. Do you trust management to use that cash effectively to grow the company"
X Link 2026-01-08T20:27Z [--] followers, [--] engagements

"Unpopular opinion: The final share price at the bottom of a DCF model matters less than the thinking that got you there. Project growth out [--] years. Compare that revenue to total industry size. Does the math imply taking 50% of the market This is your reality check"
X Link 2026-01-09T19:43Z [--] followers, [--] engagements

"Is A.I. the software killer The Constellation Software saga continues (after a brutal 35%+ drawdown). Deep proprietary data might just be the plot twist we're all waiting for because generic A.I. models can't kill what they can't access. #Constellationsoftware"
X Link 2026-01-10T05:20Z [--] followers, [--] engagements

"With the Constellation Software family's recent drawdown we calculated each company's multiple using their internal FCFA2S profit metric. This is cash available if M&A and debt repayment stopped altogether. $LMN: 25x $CSU: 29x $TOI: 33x #CSU #LMN #TOI"
X Link 2026-01-11T07:17Z [--] followers, [--] engagements

"P/E for Constellation Software $CSU.TO Lumine Technologies $LMN.V and Topicus $TOI.V based on their internally used profit metric FCFA2S (Free Cash Flow Available To Shareholders)"
X Link 2026-01-11T18:21Z [--] followers, [----] engagements

"Why use FCFA2S for $CSU.TO $LMN.V $TOI.V Consider a firm generates $100 but reinvests 100% into M&A GAAP: $0 FCFA2S: $100 It shows cash owners could take home (e.g. dividends) if growth stopped Note: Non-GAAP. Must trust management isn't hiding real bills in "growth". #CSU #LMN #TOI https://twitter.com/i/web/status/2010579344817897884 https://twitter.com/i/web/status/2010579344817897884"
X Link 2026-01-12T05:07Z [--] followers, [---] engagements

"Most investors dont underperform due to lack of intelligence. They underperform due to impatience. Valuation works on a long clock but emotions operate on a very short one. #ValueInvesting #FinTwit"
X Link 2026-01-14T07:03Z [--] followers, [--] engagements

"@dre1012 FCFA2S numbers taken from their quarterly filings"
X Link 2026-01-16T03:43Z [--] followers, [---] engagements

"@CitizenPaul4 These multiples would actually be considered discounts for these stocks historically. However there has been a sentiment change among investors many of which feel AI will cause growth to slow and be a disruptor to these businesses"
X Link 2026-01-16T05:12Z [--] followers, [----] engagements

"From their quarterly filings - Free cash flow available to shareholders FCFA2S refers to net cash flows from operating activities less interest paid on lease obligations interest paid on debt debt transaction costs payments of lease obligations the IRGA / TSS membership liability revaluation charge and property and equipment purchased and includes interest and dividends received and the proceeds from sale of interest rate caps. The portion of this amount applicable to non-controlling interests is then deducted. We believe that FCFA2S is useful supplemental information as it provides an"
X Link 2026-01-16T18:31Z [--] followers, [--] engagements

"If you click on the "sells" tab on Dataroma it shows the exact same activity for Q4 [----] as it does for Q4 [----]. The same holdings and same reduction percentages for each holding. Both are identical down to the decimal. This seems too unlikely to be a coincidence. It's likely a mistake made on the Dataroma web-site. https://twitter.com/i/web/status/2012271804388360687 https://twitter.com/i/web/status/2012271804388360687"
X Link 2026-01-16T21:12Z [--] followers, [---] engagements

"@Ken257437576592 @ReneSellmann @GSpier Dataroma shows 100% position sell for GOOG MU BAC and others in Q4 [----]. Under the buy tab these positions were not reinitiated between Q4 [----] and Q4 [----]. Then in Q4 [----] it shows these same positions (GOOG MU BAC etc) were once again sold. There's clearly a mistake"
X Link 2026-01-16T22:28Z [--] followers, [--] engagements

"@BramVGenechten Exactly"
X Link 2026-01-17T00:03Z [--] followers, [---] engagements

"Thats a completely fair point. Honestly I think there are good arguments on both sides for whether to include the IRGA liability or not. It definitely is money they have on hand today but its also money that's probably already spoken for since it's tied to a future buy-out. Just depends on how you like to look at the numbers I guess"
X Link 2026-01-17T07:55Z [--] followers, [--] engagements

"Yes close to a $10B (CAD) drop in market cap immediately following the first post prompted an updated post on FCFA2S. Notably - a number of investors reached out that they add back the IRGA liability. It's a debatable adjustment and there's good reasons for adding it back or keeping it subtracted. Those who add it back feel it is overly conservative to subtract it as it is cash currently on hand. https://twitter.com/i/web/status/2012786852063850750 https://twitter.com/i/web/status/2012786852063850750"
X Link 2026-01-18T07:19Z [--] followers, [--] engagements

"@QualityInvest5 @Invesquotes Constellation has a controversial liability that they subtract from FCFA2S called the IRGA liability. Many investors feel the IRGA liability should be added back in. It changes the outcome of the implied multiple significantly whether you add back or leave out"
X Link 2026-01-20T23:41Z [--] followers, [--] engagements

"The most expensive phrase in investing: "You have to pay up for quality." During market euphoria it's easy to justify paying 50x earnings because you're "buying quality." Then the pullback hits. #warrenbuffett #charliemunger"
X Link 2026-01-21T04:43Z [--] followers, [--] engagements

"ROIC is often oversimplified. It only matters relative to the cost of capital. A 12% ROIC is excellent in a 7% cost world and mediocre in an 11% cost world. Its not about the absolute return; its about the spread. #Investing #CapitalAllocation"
X Link 2026-01-22T20:09Z [--] followers, [--] engagements

"Market sizing is not discussed enough in valuation. If you're putting a [--] or [--] year growth rate on a company's revenue how could you NOT market size to see what percent of the industry that future revenue represents #AswathDamodaran #LittleBookOfValuation"
X Link 2026-01-25T07:00Z [--] followers, [--] engagements

"@MananaInvesting TAM isn't the worry but scale eventually forces larger acquisitions with naturally lower IRRs. While law of large numbers is in play here it's a bet on the the discipline of the acquisition teams to stay firm on prices as the deal sizes grow"
X Link 2026-01-26T06:00Z [--] followers, [--] engagements

"Every input in a DCF must be backed by a story. No lazy 12% growth rates #AswathDamodaran #Thelittlebookofvaluation"
X Link 2026-01-27T05:58Z [--] followers, [--] engagements

"With the Constellation Software family's recent drawdown we calculated each company's multiple using their internal FCFA2S profit metric. This is cash available if M&A and debt repayment stopped altogether. $LMN.V: 25x $CSU.TO: 29x $TOI.V: 33x #FCFA2S #ConstellationSoftware https://twitter.com/i/web/status/2011219975332106271 https://twitter.com/i/web/status/2011219975332106271"
X Link 2026-01-13T23:33Z [--] followers, 35.2K engagements

"As the Constellation Software $CSU and family of companies $LMN.V and $TOI.V continue to see drawdowns keep in mind most companies are too worried about breaking their daily workflow to switch software just because a new tool exists"
X Link 2026-01-15T03:05Z [--] followers, [---] engagements

"Constellation Software family drawdown continues. We calculated each company's multiple using their internal FCFA2S profit metric (updated). This is cash available if M&A and debt repayment stopped altogether. $LMN.V: 23x $CSU.TO: 26x $TOI.V: 28x #FCFA2S #ConstellationSoftware"
X Link 2026-01-15T23:18Z [--] followers, [----] engagements

"@madcap_cap The market caps changed. Large drop between Jan [--] (first post) and Jan 15th (second post) particularly for $CSU.TO but $LMN.V and $TOI.V also fell so we recalculated. Same exact formula updated market caps"
X Link 2026-01-18T06:34Z [--] followers, [---] engagements

"It seems that investors in $ROP are much more focused on organic growth than $CSU.TO investors. Massive sell-off in $ROP related to organic growth of 4%. Meanwhile $CSU.TO organic growth consistently 1-2%"
X Link 2026-01-28T22:19Z [--] followers, [--] engagements

"Never forget Berkshire Hathaway tested the nerves of its long term shareholders several times with multiple 45%+ peak to trough drawdowns Buy and hold was always the right strategy here $BRK.A $BRK.B #WarrenBuffett #CharlieMunger"
X Link 2026-01-29T20:24Z [--] followers, [--] engagements

"$TSLA reported net income down significantly due to EV tax credits + other factors The credit hurts Tesla but was life-support for Ford & GMs EV divisions. Short term problem for Tesla as this could increase its moat"
X Link 2026-01-30T08:06Z [--] followers, [--] engagements

"If you've never created a DCF or projection before try it. You'll be surprised how much you learn just by doing it once. Use DCFs for mature companies with predictable cash flows. Use Market Sizing for high-growth startups"
X Link 2026-01-30T22:11Z [--] followers, [--] engagements

"The era of "capital-light" Big Tech is over. John Huber breaks down the new reality: $MSFT $AMZN $META and $GOOG now need 5x the investment to drive the same growth compared to the past. Link to the full breakdown in the comments below"
X Link 2026-01-31T05:27Z [--] followers, [---] engagements

"@fintegrate One of the most steady compounders out there A little negative sentiment right now due to regulatory concerns. Offers up a nice entry point IMO"
X Link 2026-01-31T05:49Z [--] followers, [--] engagements

"@goodreads Visa and Mastercard quarterly earnings reports"
X Link 2026-01-30T17:24Z [--] followers, [--] engagements

"Think $MSFT is cheap today at 27x earnings Look closer Real cash flow tells a different story: 41.5x P/FCF Massive data center investment is crushing free cash flow and P/E is hiding the real cost #MSFT #Microsoft"
X Link 2026-02-02T05:38Z [--] followers, [---] engagements

"Microsoft $MSFT hidden cost P/E problem in an infographic We calculated the difference so you can see the quarterly numbers as well"
X Link 2026-02-02T18:51Z [--] followers, [---] engagements

"Math here.keep in mind market cap changes"
X Link 2026-02-02T18:55Z [--] followers, [--] engagements

"@mistakenlyused @nateobrienn You can tell this is an AI generated response lol"
X Link 2026-02-02T20:28Z [--] followers, [---] engagements

"Is $META as cheap as it looks P/E says 30x. Cash Flow says 39x. Data center spending impact on hyperscalers - challenging the narrative that they are all "cheap" rn"
X Link 2026-02-03T21:12Z [--] followers, [--] engagements

"When a company is capital light p/e ratio is fine to use. When a company is capital heavy p/fcf is always a better metric Hyperscalers are no longer capital light $MSFT $META $AMZN $GOOGL #Microsoft #Meta #Amazon #Google"
X Link 2026-02-04T03:18Z [--] followers, [---] engagements

"@StockTrades_CA Some of the software will be disrupted. appears to be considering other acquisition targets as well There's a still a case to bet on the long-term M&A talent within Constellation http://CSU.TO http://CSU.TO"
X Link 2026-02-04T04:41Z [--] followers, [---] engagements

"TransDigm shows how executive pay can truly drive shareholder results. A must-study for stock investors. Low salaries most pay in stock Execs can literally lose money if targets arent hit Rewards tied to cash flow & returns not revenue growth Poor performance directly cuts pay A rare case where incentives force management to think like owners. https://twitter.com/i/web/status/2001916808069288146 https://twitter.com/i/web/status/2001916808069288146"
X Link 2025-12-19T07:25Z [--] followers, [--] engagements

"@Mrcryptoxwhale $CSU.TO putting some long term shareholders to the test rn"
X Link 2026-02-02T06:05Z [--] followers, [---] engagements

"Monster & Celsius [----] Growth Monster: launching affordable drinks (like Predator) in Mexico Brazil & India to build a long growth runway. Celsius: US market focus - converting fitness enthusiasts into daily loyalists. Valuation visual below"
X Link 2026-01-07T20:13Z [--] followers, [--] engagements

"Trademarks and logos used for informational purposes only. No endorsement implied. Monster and Celsius logos are the property of Monster Beverage Corp. and Celsius Holdings Inc. https://twitter.com/i/web/status/2008995705671831858 https://twitter.com/i/web/status/2008995705671831858"
X Link 2026-01-07T20:14Z [--] followers, [--] engagements

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