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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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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence stocks #5170 technology brands XXXX% finance #5929 countries XXXX% cryptocurrencies XXXX% travel destinations XXXX% automotive brands XXXX%

Social topic influence $pypl #87, $baba #44, $tmdx #7, $unh #57, $regn #5, $pdd #5, $hood #219, $prct #1, meta 0.95%, alibaba #251

Top accounts mentioned or mentioned by @tacticzh @julius5207 @007ofwallst @prvarotto2 @kevinlhr88 @neoanderso6245 @sojustfollowme @investingbygenz @tidefallcapital @datastocksdude @retiredlifenc @dirtygreenpaper @investingichina @carefree201215 @suericgp @wealthyreadings @strader255 @fabio_zagami @axelderecho @dividenddudex

Top assets mentioned PayPal Holdings Inc (PYPL) Alibaba Group (BABA) TransMedics Group, Inc. Common Stock (TMDX) UnitedHealth Group (UNH) Regeneron Pharmaceuticals Inc (REGN) Robinhood Markets, Inc. (HOOD) PROCEPT BioRobotics Corporation Common Stock (PRCT) Bitcoin Gold (BTG) Edwards Lifesciences Corp (EW) Meta Platforms, Inc. (META) Metadium (META) CRISPR Therapeutics AG (CRSP) Moderna Inc (MRNA) Hims & Hers Health, Inc. (HIMS) Oscar Health, Inc. (OSCR) Kinross Gold Corporation (KGC) Franco-Nevada Corporation (FNV) AutoCrypto (AU2) Barrick Gold Corp. (GOLD) Newmont Corporation (NEM) Agnico Eagle Mines Ltd. (AEM) Bottos (BTO) Novo-Nordisk (NVO) Boston Scientific Corporation (BSX) Davita Inc (DVA) Upstart Holdings, Inc. Common stock (UPST) Intuitive Surgical, Inc. (ISRG) Lyft, Inc. Class A Common Stock (LYFT) Palantir (PLTR) BABB (BAX) Shopify Inc (SHOP) Airbnb Inc (ABNB) Tesla, Inc. (TSLA)

Top Social Posts #

Top posts by engagements in the last XX hours

"$BABA is up another X% today🔥 Will I sell at my $XXX fair value I'll probably trim some shares but I won't sell completely since my valuation model is quite conservative and I see upside in it in particular if cloud keeps flying"
X Link @nataninvesting 2025-09-11T16:00Z 30.6K followers, 19.8K engagements

"If TransMedics keeps falling Ill be ready to sell part of my $UNH position to buy more $TMDX shares"
X Link @nataninvesting 2025-09-04T14:52Z 30.6K followers, 69.1K engagements

"$PYPL IS EXTREMELY UNDERVALUED PRICE TARGET: $XXX POTENTIAL UPSIDE: +74% ✅ "In my view PayPal remains very undervalued also supported by the aggressive buyback program. Margins are improving and revenue acceleration is expected in 2026" ASSUMPTIONS: LTM Revenue: $32.292B 5Y Revenue CAGR: X% 2030 Profit Margin: XX% 2030 PE Ratio: XX Shares outstanding: 0.977B Shares reduction: 5%/year VALUATION: Q2 2030 $PYPL SHARE PRICE = XXXXXX * (1.07)5 * XXXX * XX / XXXXX * (0.95)5 = 173$ You can now choose the discount rate that you prefer for PayPal I want to use a XX% ACTUAL PRICE: $XX FAIR VALUE: $107"
X Link @nataninvesting 2025-09-23T11:53Z 30.6K followers, 70.8K engagements

"Daily reminder that $PYPL is eating its own Shares"
X Link @nataninvesting 2025-10-13T20:29Z 30.6K followers, 75.5K engagements

"Say what you want about $PYPL but the trend in operating income over the past few years speaks for itself"
X Link @nataninvesting 2025-10-07T19:51Z 30.6K followers, 23.6K engagements

"@Soeren_Berlin $EW thesis is on my Substack and I bought last summer after a -XX% in one day (I'm up 22%). About $CRSP because I wanted a company with an approved drug"
X Link @nataninvesting 2025-07-03T18:48Z 30.6K followers, XXX engagements

"Natan YTD: +29.2% S&P500 YTD: +5.0% TOTAL RETURNS (Jan 2022) Natan's portfolio: +95.0% *Benchmark: +29.4% S&P500: +35.4% How is your portfolio doing MY POSITIONS: XXXX% Pinduoduo $PDD XXXX% Robinhood $HOOD XXXX% Transmedics $TMDX XXXX% Alibaba $BABA XXX% UnitedHealth $UNH XXX% Meta Platforms $META XXX% Paypal $PYPL XXX% Regeneron $REGN XXX% B2gold $BTG XXX% Moderna $MRNA XXX% Edwards Lifesciences $EW XXX% Crispr Therapeutics $CRSP XXX% Nio $NIO Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - * : - XX% - XX% ** . ' and all the "
X Link @nataninvesting 2025-06-27T20:03Z 30.6K followers, 9979 engagements

"Today at Italian Tech Week I had the incredible opportunity to test $ISRGs da Vinci X the worlds most advanced surgical robot an innovation that feels straight out of the future. As a passionate medtech investor it was an extraordinary experience 🥹🤩"
X Link @nataninvesting 2025-10-03T16:20Z 30.6K followers, 8387 engagements

"Companies like: $PDD $REGN $TMDX $PRCT $PYPL just seem too cheap to be true"
X Link @nataninvesting 2025-09-25T17:32Z 30.6K followers, 18.1K engagements

"Natan YTD: +52.6% S&P500 YTD: +13.3% TOTAL RETURNS (Jan 2022) Natan's portfolio: +130.3% *Benchmark: +49.5% S&P500: +46.2% MY POSITIONS: XXXX% Pinduoduo $PDD XXXX% Transmedics $TMDX XXXX% Robinhood $HOOD XXXX% Alibaba $BABA XXX% UnitedHealth $UNH XXX% Meta Platforms $META XXX% Paypal $PYPL XXX% Regeneron $REGN XXX% B2gold $BTG XXX% Moderna $MRNA XXX% Wizz Air $WIZZ XXX% Procept BioRobotics $PRCT XXX% Edwards Lifesciences $EW XXX% Crispr Therapeutics $CRSP XXX% Nio $NIO Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - * : - XX% - XX% ** . ' and all the "
X Link @nataninvesting 2025-09-20T12:12Z 30.6K followers, 25.4K engagements

"@Bob70812098871 Agree even I prefer pinduoduo vs JD"
X Link @nataninvesting 2025-10-02T06:24Z 30.6K followers, XXX engagements

"Healthcare is currently XX% of my portfolio. I see many opportunities in this sector that's why I'm not really concerned about market at ATH"
X Link @nataninvesting 2025-10-06T18:10Z 30.6K followers, 11.2K engagements

"I currently see many opportunities in the healthcare sector. My Healthcare picks are: $TMDX: Organ transplants $UNH: Health insurances $MRNA: mRNA vaccines $REGN: Antibody drugs $EW: Heart valves $CRSP: Crispr gene editing What's your favorite Health stock"
X Link @nataninvesting 2025-07-24T19:16Z 30.6K followers, 27.7K engagements

"$PYPL IS UP XX% IN JUST X DAYS AND STILL LOOKS RIDICULOUSLY UNDERVALUED. PRICE TARGET: $XXX POTENTIAL UPSIDE: +57% ✅ ASSUMPTIONS: LTM Revenue: $32.292B 5Y Revenue CAGR: X% 2030 Profit Margin: XX% 2030 PE Ratio: XX Shares outstanding: 0.977B Shares reduction: 5%/year VALUATION: Q2 2030 $PYPL SHARE PRICE = XXXXXX * (1.07)5 * XXXX * XX / XXXXX * (0.95)5 = 173$ You can now choose the discount rate that you prefer for PayPal I want to use 10%. ACTUAL PRICE: $XX FAIR VALUE: $XXX PRICE TARGET: $XXX POTENTIAL UPSIDE: +57% EXPECTED RETURNS: 18.2%/year DIVIDEND YIELD: - - - - - - - - - - - - - - - - "
X Link @nataninvesting 2025-10-08T12:45Z 30.6K followers, 22.9K engagements

"4) One competitor in particular OrganOx was recently acquired by Terumo a Japanese medical device company for $XXX billion equivalent to more than 20x sales"
X Link @nataninvesting 2025-09-12T12:25Z 30.6K followers, XXX 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 @nataninvesting 2025-08-28T14:17Z 30.6K followers, 60.7K engagements

"Natan YTD: +59.9% S&P500 YTD: +14.2% TOTAL RETURNS (Jan 2022) Natan's portfolio: +141.3% *Benchmark: +52.1% S&P500: +47.3% MY POSITIONS: XXXX% Pinduoduo $PDD XXXX% Transmedics $TMDX XXXX% Robinhood $HOOD XXXX% Alibaba $BABA XXX% Regeneron $REGN XXX% Paypal $PYPL XXX% UnitedHealth $UNH XXX% Procept BioRobotics $PRCT XXX% Meta Platforms $META XXX% B2gold $BTG XXX% Moderna $MRNA XXX% Wizz Air $WIZZ XXX% Edwards Lifesciences $EW XXX% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - * : - XX% - XX% ** . ' and all the "
X Link @nataninvesting 2025-10-04T12:08Z 30.6K followers, 20.4K engagements

"Imagine being able to buy a robotic surgery company growing XX% a year at just 5x 2025 EV/Sales 🫣"
X Link @nataninvesting 2025-10-06T13:35Z 30.6K followers, 83.7K engagements

"Will $BABA return to $XXX ATH"
X Link @nataninvesting 2025-09-11T13:40Z 30.6K followers, 33.8K engagements

"I think $PYPL will easily outperform S&P500 in the next X years"
X Link @nataninvesting 2025-10-14T19:54Z 30.6K followers, 20.9K engagements

"10k transplants is for 2028 and my revenue growth assumption implies around 10k / 1.2B revenue in 2028. About the PE if I look at peers in medtech space they have a 25-30x PE for a 8-12% growth leader like Intuitive Surgical is above 60x with 15-20% growth. Considering the Transmedics superior technology in a space that is not extremely competitive I think it deserves the 40x assuming a 10-15% growth after 5Y"
X Link @nataninvesting 2025-08-27T19:37Z 30.6K followers, XXX engagements

"$BTG B2GOLD: 🟢 All the other miners: 🔴 Just a coincidence 😂 $GDX $GDXJ $AU $GOLD $NEM $KGC $AEM $FNV"
X Link @nataninvesting 2024-04-12T19:49Z 30.6K followers, 3776 engagements

"My favorite gold miner $BTG $BTO is up XX% YTD and is trading at only 5x Fwd PE too far below peers"
X Link @nataninvesting 2025-09-11T19:11Z 30.6K followers, 8282 engagements

"Every time I think back to $TMDX and what theyve built I cant help but feel I dont own enough shares"
X Link @nataninvesting 2025-10-12T19:22Z 30.6K followers, 19.2K engagements

"Spending the weekend in the beautiful Rome"
X Link @nataninvesting 2025-10-12T11:59Z 30.6K followers, 12.7K engagements

"$BABA is reaching P/B of X very ridiculous for a tech company even if it's from China. Are you buying"
X Link @nataninvesting 2024-07-20T19:43Z 30.6K followers, 138.3K engagements

"What should I sell and why"
X Link @nataninvesting 2025-06-08T13:38Z 30.6K followers, 89.3K engagements

"In this hype-driven market phase you can either buy great businesses at reasonable valuations or pay tens of billions for future promises. Your choice"
X Link @nataninvesting 2025-10-09T12:11Z 30.6K followers, 12.5K engagements

"$PYPL has taken over the advertising screens in the Milan Duomo metro station 💥"
X Link @nataninvesting 2025-10-09T17:58Z 30.6K followers, 17.4K engagements

"MY TOP XX UNDERVALUED STOCKS🧵 1) Alibaba $BABA The biggest ecommerce in the world with $1T GMV and the leading cloud services provider in the accelerating China market at 14x Fwd PE. Natan's fair value: $XXX (+32%)"
X Link @nataninvesting 2025-08-23T12:01Z 30.6K followers, 528.2K engagements

"Natan YTD: +50.5% S&P500 YTD: +11.4% TOTAL RETURNS (Jan 2022) Natan's portfolio: +127.1% *Benchmark: +46.2% S&P500: +43.7% MY POSITIONS: XXXX% Pinduoduo $PDD XXXX% Transmedics $TMDX XXXX% Robinhood $HOOD XXX% Alibaba $BABA XXX% Regeneron $REGN XXX% Paypal $PYPL XXX% UnitedHealth $UNH XXX% Procept BioRobotics $PRCT XXX% Meta Platforms $META XXX% B2gold $BTG XXX% Moderna $MRNA XXX% Wizz Air $WIZZ XXX% Edwards Lifesciences $EW XXX% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - * : - XX% - XX% ** . ' and all the "
X Link @nataninvesting 2025-10-11T14:21Z 30.6K followers, 13.3K engagements

"Almost everyone on X is talking about these three healthcare stocks as extremely undervalued: $UNH $NVO and $HIMS. However I dont see any of them as particularly undervalued. Im taking a stand and highlighting three names that I believe are far better investment opportunities: $TMDX $REGN and $PRCT"
X Link @nataninvesting 2025-09-28T17:14Z 30.6K followers, 47.4K engagements

"I wasnt used to losing XXX% of my wealth in a single day anymore 😬"
X Link @nataninvesting 2025-10-10T17:52Z 30.6K followers, 27.4K engagements

"5 stocks I really like at current prices: $TMDX $PDD $PRCT $REGN $PYPL (I recently increased all of them)"
X Link @nataninvesting 2025-10-10T20:17Z 30.6K followers, 14.1K engagements

"@Strader255 I love vertex because of CF franchise but I don't think current risk/reward is better than regeneron"
X Link @nataninvesting 2025-10-11T05:58Z 30.6K followers, XXX engagements

"Many of you have been asking about my latest buys and sells so here they are I increased: $TMDX $REGN $PRCT $PYPL I trimmed: $UNH $BABA $HOOD The entire portfolio is pinned on my profile for free"
X Link @nataninvesting 2025-10-02T19:09Z 30.6K followers, 31.5K engagements

"OH MY GOLD 🪙 Gold is trading at $4000/oz for the first time ever. It was at $2000 only X years ago insane"
X Link @nataninvesting 2025-10-07T17:53Z 30.6K followers, 9010 engagements

"Natan YTD: +51.3% S&P500 YTD: +13.0% TOTAL RETURNS (Jan 2022) Natan's portfolio: +128.3% *Benchmark: +48.3% S&P500: +45.8% MY POSITIONS: XXXX% Pinduoduo $PDD XXXX% Transmedics $TMDX XXXX% Alibaba $BABA XXXX% Robinhood $HOOD XXX% Paypal $PYPL XXX% Regeneron $REGN XXX% UnitedHealth $UNH XXX% Meta Platforms $META XXX% B2gold $BTG XXX% Procept BioRobotics $PRCT XXX% Moderna $MRNA XXX% Wizz Air $WIZZ XXX% Edwards Lifesciences $EW XXX% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - * : - XX% - XX% ** . ' and all the "
X Link @nataninvesting 2025-09-27T12:09Z 30.6K followers, 22.6K 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 @nataninvesting 2025-09-30T08:27Z 30.6K followers, 65.9K engagements

"@fabio_zagami I feel confident honestly margins are improving and they need to spend a lot in S&G to compete with big medtech players like Boston scientific"
X Link @nataninvesting 2025-10-06T17:59Z 30.6K followers, 3527 engagements

"$UNH Adj EPS guidance is $XX $XXX at 15x PE $XXX at 20x PE What matters is how fast they can return to an higher margin initial EPS guidance for 2025 was $XX XX% higher than the actual $XX. I remain bullish at current price but honestly I expected an higher guidance"
X Link @nataninvesting 2025-07-29T10:29Z 30.6K followers, 33.4K engagements

"I recently added a new position with 3X potential to my portfolio ✈ The stock down XX% from ATH and is trading below 2015 IPO price at the same time revenue 4X Let me show you in this thread why Wizz could be a big opportunity🧵"
X Link @nataninvesting 2025-08-02T12:12Z 30.6K followers, 122.2K engagements

"What would you change"
X Link @nataninvesting 2025-10-10T11:25Z 30.6K followers, 35.7K engagements

"Its true: narratives move prices. $BABA at $70: Dont buy Chinese stocks theyre uninvestable think about the opportunity cost its a dead company you dont know what youre doing. $BABA at $180: Dont sell Alibaba are you crazy Youve already trimmed XX% theres nothing better out there"
X Link @nataninvesting 2025-10-07T12:14Z 30.6K followers, 31.8K engagements

"With markets at all-time highs its not easy to find interesting opportunities. These are XX stocks that I find very attractive at current prices: $META (Advertising) $PDD (E-commerce/Adv) $PYPL (Fintech) $TMDX (Medtech) $PRCT (Medtech) $EW (Medtech) $REGN (Large biotech) $MRNA (Biotech) $BTG (Gold miner) $WIZZ (Airline)"
X Link @nataninvesting 2025-09-19T11:47Z 30.6K followers, 31.9K engagements

"I SOLD SOME $BABA SHARES FOR THE FIRST TIME IN MY LIFE 😱 I sold simply because Im already fully invested and I see some opportunities with a better risk/reward. I still hold XX% of my position"
X Link @nataninvesting 2025-10-01T18:58Z 30.6K followers, 40.4K engagements

"$DVA DaVita earnings are out. ✅ Revenue Beat: $3.15B vs exp. $3.01B ✅ EPS Beat: $XXXX vs exp. $XXXX Stock is currently down X% in after hours $PYPL $UPST $EW $ISRG $BAX $SHOP $ABNB $LYFT $TSLA $HOOD $PLTR $ARM"
X Link @nataninvesting 2024-02-13T22:01Z 30.6K followers, 2136 engagements

"Considering markets at new ATH my favorite opportunities remain in China and Healthcare sectors. My picks: China: $PDD $BABA Healthcare: $REGN $UNH $MRNA $TMDX $CRSP What else would you add"
X Link @nataninvesting 2025-06-23T15:04Z 30.6K followers, 14.5K engagements

"Natan YTD: +54.7% S&P500 YTD: +14.8% TOTAL RETURNS (Jan 2022) Natan's portfolio: +133.4% *Benchmark: +50.3% S&P500: +46.7% My positions: $PDD $TMDX $BABA $HOOD $PYPL $REGN $UNH $META $BTG $PRCT $MRNA $WIZZ $EW $CRSP TRANSACTIONS: 🟢 New positions: - 🟢 Increased positions: $TMDX $REGN $PYPL $PRCT 🔴 Sold positions: $NIO 🔴 Decreased positions: $UNH $HOOD ALLOCATION BY COUNTRY: US: XX% China: XX% Canada: XXX% Hungary: X% Switzerland: XXX% Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - * : - XX% - XX% ** . ' and all the "
X Link @nataninvesting 2025-10-01T12:05Z 30.6K followers, 30.1K engagements