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@nataninvesting Avatar @nataninvesting Natan

Natan's portfolio has reached an all-time high, up XX% year-to-date, outperforming the S&P XXX. His top holdings include Pinduoduo ($PDD), Transmedics ($TMDX), and Alibaba ($BABA), with recent additions like Procept Bionics ($PRCT). He remains bullish on healthcare and Chinese stocks, citing opportunities in biotech, medtech, and e-commerce.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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Social Influence

Social category influence stocks XXXXX% finance XXXXX% technology brands XXXXX% countries XXX% automotive brands XXXX% cryptocurrencies XXXX% exchanges XXXX%

Social topic influence $pdd #1, $pypl #165, $tmdx #2, $baba #33, $prct #2, $regn #3, target #2837, regeneron #5, pinduoduo #14, stocks #3743

Top accounts mentioned or mentioned by @evpr34895 @longrivercm @hangman_rocks @thefinpitch @juanpab62669223 @hangmanrocks @drfager @the_zack_zhu @criostasi @ahm974707640776 @caesarcapitalz @leoperez0722 @richardkin14388 @adamomancino @toyotabladerun1 @immer172 @longshortlifer @truthdotphd @retiredlifenc @thezackzhu

Top assets mentioned PayPal Holdings Inc (PYPL) TransMedics Group, Inc. Common Stock (TMDX) Alibaba Group (BABA) PROCEPT BioRobotics Corporation Common Stock (PRCT) Regeneron Pharmaceuticals Inc (REGN) Edwards Lifesciences Corp (EW) Robinhood Markets, Inc. (HOOD) Metadium (META) UnitedHealth Group (UNH) Bitcoin Gold (BTG) Meta Platforms, Inc. (META) Hims & Hers Health, Inc. (HIMS) Moderna Inc (MRNA) Bottos (BTO) Mastercard, Inc. (MA) Palantir (PLTR) NVIDIA Corp. (NVDA) VinFast Auto Ltd. Ordinary Shares (VFS) Block, Inc. (SQ) DisChain (DIS) Tesla, Inc. (TSLA) Warner Bros Discovery, Inc. (WBD) Oscar Health, Inc. (OSCR) CRISPR Therapeutics AG (CRSP) Novo-Nordisk (NVO) Bristol-Myers Squibb Co (BMY) Pfizer, Inc. (PFE) Johnson & Johnson (JNJ)

Top Social Posts

Top posts by engagements in the last XX hours

"My favorite gold miner $BTG $BTO is up XX% YTD and is trading at only 5x Fwd PE too far below peers"
X Link 2025-09-11T19:11Z 35.6K followers, 8771 engagements

"One of the best companies in the world yet priced as if it were a declining business. I remain extremely bullish on $PDD"
X Link 2025-11-27T18:17Z 35.6K followers, 17.1K engagements

"$PRCT has finally entered my top five portfolio positions. At these levels the risk/reward looks extremely compelling in my view with exposure to a sector that still has enormous untapped potential such as robotic surgery"
X Link 2025-12-04T13:16Z 35.6K followers, 12.9K engagements

"$REGN 1Y TARGET: $XXX -- $XXX POTENTIAL UPSIDE: +43% ✅ "Regeneron remains my favorite large Cap biotech Dupixent alone justify almost totally current valuation" ASSUMPTIONS: LTM Revenue: $14.248B 5Y Revenue CAGR: X% 2030 Profit Margin: XX% 2030 PE Ratio: XX -- XX Shares outstanding: 107.2M Shares reduction: 2%/year VALUATION: Q3 2030 $REGN SHARE PRICE = XXXXXX * (1.08)5 * XXXX * XX / XXXXXX * (0.985) = $1361 You can now choose the discount rate that you prefer for Regeneron I want to use 10%. ACTUAL PRICE: $XXX FAIR VALUE: $XXX PRICE TARGET (1Y): $XXX POTENTIAL UPSIDE: +43% EXPECTED RETURNS:"
X Link 2025-11-03T14:01Z 35.6K followers, 8852 engagements

"Natan YTD: +46.3% S&P500 YTD: +14.5% TOTAL RETURNS (Jan 2022) Natan's portfolio: +120.8% *Benchmark: +45.3% S&P500: +47.7% MY POSITIONS: XXXX% Pinduoduo $PDD XXXX% Transmedics $TMDX XXXX% Robinhood $HOOD XXX% Alibaba $BABA XXX% Paypal $PYPL XXX% Regeneron $REGN XXX% Procept BioRobotics $PRCT XXX% Meta Platforms $META XXX% Wizz Air $WIZZ XXX% B2gold $BTG XXX% Moderna $MRNA XXX% Edwards Lifesciences $EW XXX% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - * : - XX% - XX% ** . ' and all the "
X Link 2025-11-15T13:16Z 35.6K followers, 22.5K engagements

"@Criostasi My top X undervalued stocks: $PDD $PRCT $TMDX ( $PYPL too )"
X Link 2025-12-11T18:38Z 35.6K followers, XXX engagements

"I still believe $PYPL is a compelling opportunity at these prices and I couldnt care less about the following: analysts cutting price targets opportunity cost arguments comments from people who havent even opened the financial statements"
X Link 2025-12-11T19:56Z 35.6K followers, 12.6K engagements

"$ADYEY Based on my estimates if you buy Adyen stock at XXX in next 10Y you'll get: 🔴 -1.0%/year (worst s.) 🟡 8.7%/year (average scenario) 🟢 18.0%/year (best s.) My rating: HOLD ☑ Price target 1Y: XXX $ADYEY $ADYEN.AS $PYPL $SQ $MA $V $DIS $PLTR $NVDA $TSLA $WBD $VFS"
X Link 2023-11-09T09:04Z 35.6K followers, 1873 engagements

"🔴 $HSI $HSTECH down X% in the HK session. $BABA -XXX% $JD -XXX% $TCEHY -XXX% $BIDU -XXX% $NIO -XXX% $PDD* -1.6%"
X Link 2024-10-15T06:54Z 35.6K followers, 11.9K engagements

"I believe healthcare is the most attractive sector to find opportunities in the current market environment. Do you have any interesting ideas in healthcare that are worth researching No $HIMS $OSCR $UNH pls 😂"
X Link 2025-08-28T14:17Z 35.6K followers, 60.9K engagements

"Im considering selling XX% of my $BABA position to reallocate into other ideas with a better risk/reward. What do you think 🤔"
X Link 2025-09-30T08:27Z 35.6K followers, 66.1K engagements

"Here are David Teppers moves for Q3 2025: His exposure to China remains very high at almost XX% with positions such as $BABA $PDD $JD $BIDU and $KWEB. A similar allocation to mine although I only hold the first two. Tepper also liquidated almost his entire position in $UNH the same move I made a couple of weeks ago to pursue better opportunities"
X Link 2025-11-14T13:12Z 35.6K followers, 39.4K engagements

"Im seeing a lot of compelling opportunities in the market right now and Im struggling to decide which positions to add to. Theyre all positions you can see in the portfolio pinned on my profile"
X Link 2025-11-14T20:22Z 35.6K followers, 29.7K engagements

"$PDD EARNINGS ARE OUT Numbers are better than expected imo and I think growth could reaccelerate in 2026. The amount of cash is insane: $60B 🤯 ❌ Revenue Miss: RMB 108.2B vs exp. RMB 109B ✅ EPS Huge beat : RMB XXXXX vs exp. RMB XXXX The stock is currently down 3%"
X Link 2025-11-18T12:32Z 35.6K followers, 11.8K engagements

"The CEO of $TMDX bought more shares yesterday I guess he agrees with my valuation model 😉👇🏻 PRICE TARGET: $XXX POTENTIAL UPSIDE: +80% ✅ ASSUMPTIONS: LTM Revenue: $0.566B 5Y Revenue CAGR: XX% 2030 Profit Margin: XX% 2030 PE Ratio: XX Shares outstanding: 0.0407B Shares dilution: 2%/year VALUATION: Q3 2030 $TMDX SHARE PRICE = XXXXX * (1.23)5 * XXXX * XX / XXXXXX * (1.02)5 = 340$ You can now choose the discount rate that you prefer for Transmedics I want to use XX% ACTUAL PRICE: $XXX FAIR VALUE: $XXX PRICE TARGET (1Y): $XXX POTENTIAL UPSIDE: +80% EXPECTED RETURNS: 23.2%/year DIVIDEND YIELD: -"
X Link 2025-11-19T12:47Z 35.6K followers, 10.7K engagements

"At this point the investment in $PYPL will work simply based on the basic math behind the buybacks. Obviously you have to assume that FCF wont start to decline and I honestly dont see any valid signal suggesting that. To me PayPal will deliver an easy 20%+ CAGR over the next few years"
X Link 2025-11-20T13:01Z 35.6K followers, 90.3K engagements

"Ready for my three-hour Investor Day deep dive on the global leader in cardiac valves. A truly high-quality company $EW 🫀"
X Link 2025-12-05T20:47Z 35.6K followers, 4398 engagements

"@AdamoMancino It's for sure more popular than $REGN"
X Link 2025-12-07T16:11Z 35.6K followers, XXX engagements

"@ToyotaBladeRun1 It's cheap but I prefer other companies like Regeneron"
X Link 2025-12-07T16:25Z 35.6K followers, XXX engagements

"@JuanPab62669223 $EW and $REGN are extremely high quality companies"
X Link 2025-12-07T17:50Z 35.6K followers, XXX engagements

"@accounting_ds I expect XX% CAGR returns from here so I'm happy to invest in it"
X Link 2025-12-08T09:49Z 35.6K followers, XXX engagements

"@Hangman_rocks What matters is EPS growth not revenue"
X Link 2025-12-08T09:50Z 35.6K followers, XXX engagements

"@Hangman_rocks Okay but that's not the case of PayPal revenue is growing"
X Link 2025-12-08T11:04Z 35.6K followers, XX engagements

"@Hangman_rocks Last X quarters accelerated"
X Link 2025-12-08T11:06Z 35.6K followers, XX engagements

"@Immer172 Seems very cheap but I prefer Pinduoduo"
X Link 2025-12-09T18:36Z 35.6K followers, XXX engagements

"@EVPR34895 Numbers show that GMV is growing double digit"
X Link 2025-12-10T19:22Z 35.6K followers, XX engagements

"@drfager @JuanPab62669223 I really enjoyed listening to George speaking about the myeloma pipeline potential"
X Link 2025-12-10T21:39Z 35.6K followers, XX engagements

"@longriverCM You're welcome 😂"
X Link 2025-12-08T23:05Z 35.6K followers, XXX engagements

"I bought more shares of this robotic surgery company: $PRCT Here's why: 👇🏻 The -XX% move after earnings makes little sense to me. Procept is one of the few pure-play robotic surgery companies in the world growing revenue +45% this year and guided for +30% again in 2026. At 3.7x 2026 EV/Sales its being priced like a slowing med-tech not a category-defining one. What really stood out this quarter was the new CEO Larry Wood (ex-Edwards Lifesciences). His message was clear: the goal isnt to hit profitability two quarters early but to build a durable business that can scale for decades educating"
X Link 2025-11-05T19:28Z 35.6K followers, 27.3K engagements

"Natan YTD: +55.9% S&P500 YTD: +16.8% TOTAL RETURNS (Jan 2022) Natan's portfolio: +135.3% *Benchmark: +46.7% S&P500: +50.7% MY POSITIONS: XXXX% Transmedics $TMDX XXXX% Pinduoduo $PDD XXXX% Robinhood $HOOD XXX% Alibaba $BABA XXX% Procept BioRobotics $PRCT XXX% Regeneron $REGN XXX% Paypal $PYPL XXX% Meta Platforms $META XXX% Wizz Air $WIZZ XXX% B2gold $BTG XXX% Moderna $MRNA XXX% Edwards Lifesciences $EW XXX% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - * : - XX% - XX% ** . ' and all the "
X Link 2025-12-06T13:00Z 35.6K followers, 13.5K engagements

"$BABA Q3 Revenue up X% Y/Y XX% ADJ Q3 EPS down XX% Y/Y Q3 REVENUE GROWTH BY SEGMENT: 🟡 China commerce: up XX% Y/Y driven but quick commerce (+60%). CM grew XX% solid but competitors like $JD and $PDD are gaining market shares. 🟠 International: up XX% Y/Y I expected more growth temu is doing better. 🟢 Cloud group: up XX% Y/Y impressive result we can hope a 35%+ growth in Q4. 🟡 Other Businesses: down XX% Y/Y disposal of Sun Art and Intime businesses. Q3 ADJ EBITA MARGIN BY SEGMENT: 🟠 China commerce: XX% -- X% instant delivery is strongly impacting the segment margin it should partially"
X Link 2025-11-26T13:09Z 35.6K followers, 11K engagements

"Imagine being able to buy one of the greatest startups in history at 12x PE. Were talking about $PDD now the third-largest ecommerce platform in the world: Reached a $200B market cap only six years after its founding Generates $15B in free cash flow just ten years into its life One word: impressive"
X Link 2025-11-28T18:48Z 35.6K followers, 24.1K engagements

"My China allocation has dropped to XX% mostly because of my increasing exposure to US Healthcare. Still Id be perfectly comfortable running a much higher allocation. For now being fully invested Ill simply stick with my existing positions in $PDD and $BABA"
X Link 2025-12-09T13:07Z 35.6K followers, 8682 engagements

"A 50x P/E might look high for a company like $TMDX but the reality is that its genuinely cheap when you factor in its competitive advantages future operating leverage and growth rates. If the stock drops toward $XXX Ill seriously consider adding to my position"
X Link 2025-12-10T18:34Z 35.6K followers, 7907 engagements

"The valuation of $PDD has become outright ridiculous. I won't sell a single share"
X Link 2025-12-11T13:28Z 35.6K followers, 16.2K engagements

"The market is down just X% from the highs but it feels like a way bigger dump. A bunch of stocks are down 2030% and some have even crashed 50%+ from their recent peaks. What's your favorite opportunity right now"
X Link 2025-11-17T20:48Z 35.6K followers, 248.2K engagements

"$PDD IS A BIG OPPORTUNITY 👇🏻 PRICE TARGET: $XXX -- $XXX POTENTIAL UPSIDE: +79% ✅ "Pinduoduo remains one of the markets most misunderstood names. Q3 report was better than my expectations still deeply undervalued." ASSUMPTIONS: LTM Revenue: $58.131B ( / = .) 5Y Revenue CAGR: XX% 2030 Profit Margin: XX% 2030 PE Ratio: XX Shares outstanding: 1.488B Shares dilution: 1%/year VALUATION: Q3 2030 $PDD SHARE PRICE = XXXXXX * (1.12)5 * XXXX * XX / XXXXX * (1.01)5 = $XXX You can now choose the discount rate that you prefer I use 13%. ACTUAL PRICE: $XXX FAIR VALUE: $XXX PRICE TARGET: $XXX POTENTIAL"
X Link 2025-11-21T21:16Z 35.6K followers, 12K engagements

"Natan YTD: +55.6% S&P500 YTD: +16.7% TOTAL RETURNS (Jan 2022) Natan's portfolio: +134.8% *Benchmark: +46.0% S&P500: +51.9% My positions: $TMDX $PDD $HOOD $BABA $REGN $PYPL $PRCT $META $WIZZ $BTG $MRNA $EW $CRSP TRANSACTIONS: 🟢 New positions: - 🟢 Increased positions: $PRCT $META $PYPL 🔴 Sold positions: $UNH 🔴 Decreased positions: - ALLOCATION BY COUNTRY: US: XX% China: XX% Hungary: X% Canada: X% Switzerland: X% Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - * : - XX% - XX% ** . ' and all the "
X Link 2025-11-29T13:44Z 35.6K followers, 26K engagements

"The market is still underestimating the quality of $TMDX: - A founder-CEO who keeps buying shares - A vertically integrated model in a highly inefficient sector - A remarkable execution track record - Already strong margins with plenty of efficiency still to unlock"
X Link 2025-12-03T15:25Z 35.6K followers, 9973 engagements

"✅ My X choices in healthcare sector: $TMDX $PRCT $REGN $MRNA $EW ❌ X popular stocks I'm avoiding: $HIMS $NVO $PFE $BMY $JNJ"
X Link 2025-12-07T15:14Z 35.6K followers, 25K engagements

"$PYPL is set to close 2025 with a disgustingly strong EPS growth of XX% outpacing the S&P XXX average. Calling this business dead at this point simply shows an inability to read an income statement. The stock remains deeply undervalued"
X Link 2025-12-07T21:20Z 35.6K followers, 30.4K engagements

"Let me remind you of something: $PYPL is struggling only because its multiples keep compressing theyre now sitting at all-time lows. The fundamentals on the other hand remain solid: X% revenue growth X% net income growth and XX% EPS growth in 2025: very good numbers considering the 11x Fwd PE and the capital light business model"
X Link 2025-12-08T19:17Z 35.6K followers, 23.9K engagements

"Trying to save the 10x PE stocks in my portfolio $PDD $PYPL 😂"
X Link 2025-12-08T22:32Z 35.6K followers, 10.2K engagements

"@longshortlifer Founder ownership Tencent ownership superinvestors involved in the company history of the founder nasdaq XXX listing FCF and cash on hand"
X Link 2025-12-11T19:59Z 35.6K followers, XX engagements

"@HatedMoats Opportunity cost is a trading concept not investing. I simply invest where I expect higher returns considering risks in the long term. The fact that a stock has traded flat for 2y means nothing to me"
X Link 2025-12-11T21:21Z 35.6K followers, 1089 engagements