@qualityequities Quality Equities
Quality Equities posts on X about $spgi, $amzn, $goog, asml 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 80.87% finance 72.17% technology brands 61.74% cryptocurrencies 8.7% social networks 6.09% financial services 4.35% countries 2.61% luxury brands 0.87%
Social topic influence $spgi #46, $amzn 20%, $goog 18.26%, asml 15.65%, $asml 15.65%, meta 14.78%, $ma #209, $googl 13.91%, in the 13.91%, $meta #452
Top accounts mentioned or mentioned by @yagues92 @kobeissiletter @finchatio @pulte @qualtrim @deepicevalue @isaacb12 @0xtechquity @alucardsfm @vanazadian @qualcompounders @jakemaholtz @ok_surf @drkarlger @michael07000101
Top assets mentioned S&P Global Inc (SPGI) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Mastercard, Inc. (MA) Metadium (META) Fair Isaac, Corp. (FICO) NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Meta Platforms, Inc. (META) Moody's Corporation (MCO) Apple, Inc. (AAPL) Uber Technologies, Inc. (UBER) Now Coin (NOW) Salesforce Inc (CRM) ServiceNow Inc (NOW) KLA Corp (KLAC) Intuit Inc. (INTU) PayPal Holdings Inc (PYPL) Adobe, Inc. (ADBE) Msci Inc (MSCI) JPMorgan Chase (JPM) UnitedHealth Group (UNH) Costco Hot Dog (COST) Johnson & Johnson (JNJ) Brookfield Corporation (BN) General Electric Company (GE) Cadence Design Systems Inc (CDNS) Thermo Fisher Scientific Inc. (TMO) Flutter Entertainment plc (FLUT) Canadian Pacific Railway (CP) Illumina, Inc. (ILMN) Procter & Gamble (PG) Fortinet Inc (FTNT) Warner Music Group Corp. (WMG) Zoetis Inc (ZTS) Copart, Inc. (CPRT) ELYSIA (EL)
Top Social Posts
Top posts by engagements in the last [--] hours
"Performance of each holding in my portfolio YTD in 2025: $KLAC KLA up 86.55% $GOOG Alphabet up 68.10% $ASML ASML up 52.94% $UBER Uber up 45.13% $NVDA NVIDIA up 31.80% $MSFT Microsoft up 16.73% $META Meta Platforms up 10.66% $AMZN Amazon up 6.30% $V Visa up 5.82% $MA Mastercard up 4.55% $SPGI S&P Global up 0.16% $FICO FICO down 9.43% $NOW ServiceNow down 23.58% https://twitter.com/i/web/status/1994484106638336357 https://twitter.com/i/web/status/1994484106638336357"
X Link 2025-11-28T19:10Z [----] followers, [----] engagements
"My top three are: [--]. $GOOG $GOOGL Alphabet [--]. $AMZN Amazon [--]. $NVDA NVIDIA Note: $V Visa and $MA Mastercard combined are just under 14% What about you My Top [--] Are: 1) Google 2) Mastercard 3) Amazon These three make up a combined 37%. Nothing fancy. I want easy predictable money as my top holding not long shots. My Top [--] Are: 1) Google 2) Mastercard 3) Amazon These three make up a combined 37%. Nothing fancy. I want easy predictable money as my top holding not long shots"
X Link 2025-12-05T23:59Z [----] followers, 66.5K engagements
"Why havent you bought $BN Brookfield Corp We are pleased to announce our inaugural AI infrastructure investment in the Middle East in partnership with Qai Qatars AI company and a subsidiary of Qatar Investment Authority with a $20 billion joint venture. This partnership will focus on contributing capital and operating https://t.co/troMqWo2qJ We are pleased to announce our inaugural AI infrastructure investment in the Middle East in partnership with Qai Qatars AI company and a subsidiary of Qatar Investment Authority with a $20 billion joint venture. This partnership will focus on contributing"
X Link 2025-12-10T17:01Z [----] followers, 10.1K engagements
"$ALL Allstate is $JPM JPMorgans preferred pick in property and casualty insurance. Although the stock underperformed the broader market in [----] the firm expects improving auto and home insurance margins growth in policies strong capital flexibility and an attractive valuation to drive meaningful upside. JPMorgans $260 price target implies about 24% upside. https://twitter.com/i/web/status/2001717318569595129 https://twitter.com/i/web/status/2001717318569595129"
X Link 2025-12-18T18:12Z [----] followers, 21.7K engagements
"$AVY Avery Dennison is highlighted as an interesting opportunity in packaging and materials. The companys partnership with Walmart to expand the use of RFID tags particularly in fresh food should support growth in its RFID business. While the stock has been flat in [----] $JPM JPMorgan sees modest upside with a $195 price target. https://twitter.com/i/web/status/2001717320498995319 https://twitter.com/i/web/status/2001717320498995319"
X Link 2025-12-18T18:12Z [----] followers, 21.8K engagements
"$SPGI S&P Global looks rather attractive at current levels. If the company can grow FCF/share at a 15% CAGR over the next five years and exit with a 3.5% FCF yield investors can reasonably expect strong double-digit returns"
X Link 2025-12-30T17:18Z [----] followers, [----] engagements
"When researching a stock ask whether it consistently earns high returns on capital above its cost of capital. $MA Mastercard $GOOG $GOOGL Alphabet and $MSFT Microsoft all clear this bar with room to spare. If a company's cost of capital exceeds return on capital the company is destroying shareholder value. Check for a clear competitive advantage and reinvestment runway. $ASML ASMLs nearmonopoly in EUV $SPGI S&P Globals entrenched ratings/data franchise and $V Visas global payments network show what true quality compounders look like in practice."
X Link 2026-01-21T14:56Z [----] followers, [----] engagements
"This X Article is a repost from my Substack posted on 12/19/2025. Dear readers Welcome back Today Im writing about a company Ive been learning more aboutone that has increasingly captured my http://x.com/i/article/2012618549072703488 http://x.com/i/article/2012618549072703488"
X Link 2026-01-24T21:20Z [----] followers, [----] engagements
"If you could only pick one stock that will benefit from AI infra what would you pick JUST IN: JP Morgan says AI infrastructure could triple to $1.4 trillion by [----] - Yahoo Finance. https://t.co/5Mpovo1Btw JUST IN: JP Morgan says AI infrastructure could triple to $1.4 trillion by [----] - Yahoo Finance. https://t.co/5Mpovo1Btw"
X Link 2026-01-25T03:47Z [----] followers, 22.4K engagements
"$V Visa operates with 67% operating margins 70% EBITDA margins and converts more than 50% of revenue into free cash flow. It processes $14+ trillion in annual payment volume and bears zero credit risk. With a major portion of global transactions still in cash Visas growth runway is structural not cyclical. https://twitter.com/i/web/status/2015434232496058433 https://twitter.com/i/web/status/2015434232496058433"
X Link 2026-01-25T14:39Z [----] followers, 21.6K engagements
"$NVDA Nvidia's TTM free cash flow ($77 billion) is approaching $INTC Intel's peak revenue ($79 billion). What an incredible company"
X Link 2026-01-25T15:39Z [----] followers, [----] engagements
"Is the market underestimating $INTU Intuit At todays price shares trade at roughly a 4% free cash flow yield. A reverse DCF implies the market is pricing in only 10.4% annual free cash flow growth over the next decade (assuming a 10% discount rate and a 3% terminal rate). Do you think Intuit is undervalued https://twitter.com/i/web/status/2015544388030460024 https://twitter.com/i/web/status/2015544388030460024"
X Link 2026-01-25T21:56Z [----] followers, [----] engagements
"$META Meta earnings: Earnings per share: $8.88 vs. $8.23 estimated. Revenue: $59.89 billion vs. $58.59 billion estimated. $META Meta reports earnings today. Heres what the street needs to hear: - Ad revenue re-acceleration (mid-teens+ is the bar). - Proof AI is lifting pricing & engagement not just spend. - Clarity on capex spend and discipline (i.e. AI buildout update). - Reality Labs losses $META Meta reports earnings today. Heres what the street needs to hear: - Ad revenue re-acceleration (mid-teens+ is the bar). - Proof AI is lifting pricing & engagement not just spend. - Clarity on capex"
X Link 2026-01-28T21:08Z [----] followers, [----] engagements
"After being about 40% down from its all-time high (and down roughly 14% YTD) $FICO FICO now trades at a PEG ratio of [----]. The company is an effective monopoly. With gross margins of 83% operating margins of 48% and an estimated 5-year EPS CAGR of about 25% shares look rather attractive. https://twitter.com/i/web/status/2018499115185742312 https://twitter.com/i/web/status/2018499115185742312"
X Link 2026-02-03T01:37Z [----] followers, 13.9K engagements
"For long-term investors this 10-11% after hours dip from $AMZN Amazon represents a classic "time arbitrage" opportunity. The market is focused on the cost of the AI buildout today while Im focused on the cash flow it will produce tomorrow"
X Link 2026-02-06T02:31Z [----] followers, [----] engagements
"@KobeissiLetter Many of the top holdings in $IGV (such as $INTU Intuit) are fundamentally sound. Not surprised to see investors buying the dip"
X Link 2026-02-07T15:01Z [----] followers, [---] engagements
"Well said. $META There is a large valuation disconnect between $META fundamentals and its stock price. Revenue is growing 24% YoY and projected to reach 30% yet it trades at [--] PE. Zuckerbeg is building Metas own AI infrastructure and its outcome instead of paying rent to AWS $AMZN or $MSFT. There is a large valuation disconnect between $META fundamentals and its stock price. Revenue is growing 24% YoY and projected to reach 30% yet it trades at [--] PE. Zuckerbeg is building Metas own AI infrastructure and its outcome instead of paying rent to AWS $AMZN or $MSFT"
X Link 2026-02-08T16:24Z [----] followers, [----] engagements
"$META Meta is one of the clearest AI monetization stories in public markets. AI directly improves ad ranking targeting and creative generation which lifts revenue per impression without adding inventory. The risk from LLMs is in my view negligible. Models are interchangeable inputs. Meta owns data distribution and advertiser demand. AI widens the moat by turning engagement into higher yield (a rare case where AI spend already earns returns)"
X Link 2026-02-08T17:14Z [----] followers, [----] engagements
"Nothing but buys from legendary investor Chris Hohn (TCI Fund Management) this past quarter: $GE - GE Aerospace Add 2.93% $MCO - Moody's Corp. Add 8.59% $SPGI - S&P Global Inc. Add 15.14% $GOOGL - Alphabet Inc. Add 397.89% $FER - Ferrovial Se Buy"
X Link 2024-08-17T12:36Z [----] followers, [----] engagements
"AKO Capital's latest 13F was just released. Notable moves: - Increased $CDNS Cadence Design Systems by nearly 30% - Increase $AMZN Amazon by about 24% - Bought $CP Canadian Pacific - Reduced $GE GE Aerospace by 36% - Sold $ILMN Illumina $TMO Thermo Fisher and $CNI Canadian National Railway $FLUT Flutter Entertainment (the owned of FanDuel) is the latest position. https://twitter.com/i/web/status/1989052738882420856 https://twitter.com/i/web/status/1989052738882420856"
X Link 2025-11-13T19:28Z [----] followers, 15.7K engagements
"No new initiations in January. Instead capital was allocated incrementally to my highest-conviction holdings where the risk-reward remained compelling. I added to $MA Mastercard $META Meta Platforms $AMZN Amazon $SPGI S&P Global and $BN Brookfield all businesses with durable competitive advantages strong cash-flow profiles and long runways for compounding that were trading at prices I viewed as attractive relative to intrinsic value. Separately its been remarkable to watch the continued strength in semiconductor equipment leaders $ASML ASML and $KLAC KLA. Both companies have benefited from a"
X Link 2026-02-02T21:42Z [----] followers, 26.2K engagements
"$SPGI S&P Global is about to open at an even more attractive long-term buying opportunity"
X Link 2026-02-10T13:11Z [----] followers, [----] engagements
"2025 year-end portfolio update: As I wrote earlier in December I recently decided to sell my position in $NOW ServiceNow. ServiceNow remains a great company. But today I believe this capital works harder in businesses with greater long-term compounding potential and more favorable valuation-to-growth dynamics. I used the proceeds to boost my positions in $MA Mastercard $V Visa $META Meta and $UBER Uber. New buy: Very recently Ive started to build a position in $BN Brookfield. Anyone whos followed me could likely see this coming. My investment thesis for this company is simple as I outlined in"
X Link 2026-01-01T16:01Z [----] followers, 55.6K engagements
"Is the market too bearish on software stocks Will we start to see more upgrades $JPM JPMorgan upgraded $ADSK Autodesk to Overweight with a $319 target expecting a 26% gain. The bank says Autodesk leads in design software and is benefiting from cloud and AI adoption which improve efficiency and shorten project timelines. Customers are increasingly standardizing on Autodesk as they seek integrated future-proof solutions. Despite the stock being down 19% in the past year JPMorgan believes its AI leadership and expanding platform will drive strong growth ahead."
X Link 2026-02-02T12:59Z [----] followers, [----] engagements
"After major selling pressure $SPGI S&P Global now trades at a 4.6% FCF yield and a PEG of [----]. Remember the current US 10Y Treasury yield is 4.1%"
X Link 2026-02-13T13:20Z [----] followers, 10.9K engagements
"Twitter is a great way to earn passive income. You can create an account for free grow your following drive engagement and monetize your account. All you need is an internet connection"
X Link 2022-08-25T15:52Z [----] followers, [--] engagements
"If you invested $10000 in $MSFT Microsoft in January [----] and held through July [----] you'd have $26604797. That's a CAGR of 24.81% compared to 10.55% from the S&P [---]. Hold great companies for the long-term"
X Link 2022-08-26T14:02Z [----] followers, [--] engagements
"Repeat this process over and over to build wealth: [--]. Identify superior companies or ETFs. [--]. Buy and hold for the long-term. [--]. Monitor your portfolio holdings. [--]. Adjust portfolio holdings if your capital isnt appreciating or if underlying fundamentals change. [--]. Repeat"
X Link 2022-08-29T11:56Z [----] followers, [--] engagements
"Twitter is a great way to earn passive income. You can create an account for free grow your following drive engagement and monetize your account. All you need is an internet connection"
X Link 2022-08-31T14:02Z [----] followers, [--] engagements
"I grew my Twitter followers over the past [--] months from [--] to nearly [---]. It's not much but growth is accelerating due to the flywheel effect of social media platforms. Thanks to all of you"
X Link 2022-08-31T19:58Z [----] followers, [--] engagements
"Recently I've received lots of questions about my dividend portfolio so here it is: [--]. $SCHD - 25% [--]. $HD - 15% [--]. $UNH - 12% [--]. $JNJ - 12% [--]. $COST - 12% [--]. $WMT - 10% [--]. $DLR - 7% [--]. $ABBV - 7%"
X Link 2022-09-06T14:02Z [----] followers, [---] engagements
"I am thinking of increasing my portfolio weight in $V Visa. I love this company for the long-term. Here's why:"
X Link 2022-09-07T15:52Z [----] followers, [--] engagements
"I've grown my Twitter account by 40% (120 new followers) over the past [--] days. It's not much but it's trending in the right direction Thank you all for your continued engagement 🚀"
X Link 2022-09-08T14:02Z [----] followers, [--] engagements
"If you had only three ETFs to build a portfolio which funds would you pick I think Id go with $VTI $VIG and $VB. Hard decision"
X Link 2022-09-10T14:02Z [----] followers, [--] engagements
"Set it and forget it stocks and ETFs: [--]. $VTI or $VOO [--]. $SCHD [--]. $JNJ [--]. $AAPL [--]. $MSFT What else would you add"
X Link 2022-09-12T23:56Z [----] followers, [---] engagements
"Ive more than doubled the size of my Twitter account over the past month Thank you all so much This growth journey has been amazing and I cant wait for it to continue"
X Link 2022-09-14T18:01Z [----] followers, [--] engagements
"Best ETFs to buy and hold for the long-term: [--]. $VTI or $VOO [--]. $SCHD or $VIG [--]. $VUG or $SCHG [--]. $VTV [--]. $VB What would you add"
X Link 2022-09-15T14:04Z [----] followers, [--] engagements
"Someone is about to start their investing journey. What would you recommend their first purchase should be (1 [--] or 3) [--]. $VTI [--]. $SCHD [--]. $SCHG"
X Link 2022-09-18T20:35Z [----] followers, [---] engagements
"$MSFT Microsoft currently trading at a Price/FCF of [-----]. Its 5-year average is [-----]. $MSFT is one of my favorite long-term holds. Are you buying at these levels"
X Link 2022-09-19T11:56Z [----] followers, [--] engagements
"Looking for dividend stocks Invest in dividend kings which have increased their dividends for at least [--] consecutive years. Top kings: [--]. $PG Procter & Gamble [--]. $JNJ Johnson & Johnson [--]. $KO Coca-Cola [--]. $TGT Target [--]. $PEP PepsiCo Do you own any"
X Link 2022-09-21T06:22Z [----] followers, [--] engagements
"5 stocks I plan to buy and hold for the next 10-20 years: $AAPL $MSFT $GOOG $AMZN $V What are you holding"
X Link 2022-09-26T15:52Z [----] followers, [---] engagements
"What fund managers and/or investors do you follow My shortlist includes: [--]. Terry Smith [--]. Warren Buffett [--]. Bill Ackman Who else do you follow"
X Link 2022-10-02T18:01Z [----] followers, [--] engagements
"Buy as much $VTI $QQQ and $SCHD as you can to create a strong long-term dividend-paying portfolio and thank yourself in the future"
X Link 2022-10-11T15:52Z [----] followers, [--] engagements
"Current allocations of my Capital Appreciation portfolio: $MSFT - Microsoft $V - Visa $AAPL - Apple $SPGI - S&P Global Inc. $GOOG - Alphabet $MA - Mastercard Inc. $AMZN - Amazon $META - Meta Platforms Inc. $NVDA - NVIDIA $CRM - Salesforce Inc. $NOW - ServiceNow Inc. $ADBE - Adobe Inc. $PYPL - PayPal Holdings Inc. $BRK.B - Berkshire Hathaway Inc. $NFLX - Netflix"
X Link 2023-11-19T13:50Z [----] followers, 99.6K engagements
"$FTNT Fortinet free cash flow growth and ROCE over time. Very impressive. Do you own shares"
X Link 2024-03-25T11:01Z [----] followers, 10.6K engagements
"List the top three stocks on your watchlist. Ill start: [--]. $FICO Fair Isaac [--]. $MCO Moodys [--]. $MSCI MSCI"
X Link 2024-05-10T13:01Z [----] followers, 15.8K engagements
"Latest buys from AKO Capital as of Q1 [----]. Big move on $MSCI. $MSCI - MSCI Inc. - Add 384.31% $TMO - Thermo Fisher Scientific - Add 180.71% $WMG - Warner Music Group Corp. CL A - Add 75.02% $EL - Estee Lauder Cos. - Add 44.83% $ZTS - Zoetis Inc. - Add 41.42% $CPRT - Copart Inc. - Add 32.32% $PG - Procter & Gamble - Add 28.88% $WAT - Waters Corp. - Add 8.66% $MMC - Marsh & McLennan - Add 7.94% $INTU - Intuit Inc. - Add 4.60% $MAR - Marriott Int'l. - Add 0.65% $MSFT - Microsoft Corp. - Add 0.24% $GE - GE Aerospace - Add 0.10% $ADI - Analog Devices - Buy"
X Link 2024-05-14T12:21Z [----] followers, [----] engagements
"Quick portfolio update: - Exited my $UNH UnitedHealth Group position. To be clear $UNH is a great company and I think it will do well in the long-term but I saw better opportunities and decided to capitalize. I sold at a decent profit. - Entered two new positions during the recent semiconductor industry selloff. I started a small position in $ASML ASML and $KLA KLA Corp. I will continue to add to these positions so they rise to at least a 4% weighting in the portfolio. I really like these two companies for their dominant positions in the market supported by secular trends especially ASML's"
X Link 2024-11-01T19:36Z [----] followers, 16.3K engagements
"$ASML ASML the monopolistic semiconductor equipment powerhouse has seen its shares pull back roughly 40% from all-time highs presenting a compelling opportunity for long-term investors. The company's recent [----] Investor Day painted an optimistic growth trajectory. Management projects advanced logic EUV lithography spending to grow at a 10-20% CAGR from [----] to [----] with an even more robust 15-25% CAGR expected in DRAM applications. Notable investors are taking advantage of the drawdown. Dev Kantesaria's Valley Forge Capital Management nearly doubled its position with a 99.72% increase while"
X Link 2024-11-17T19:01Z [----] followers, 68.2K engagements
"In his book Focus: The ASML Way Marc Hijink essentially sums up one of the most significant portions of $ASML ASMLs moat in this single paragraph: The Sun's corona [--] million miles away is the closest place you can find extreme ultraviolet light in its natural form. On Earth however generating EUV requires extremely sophisticated technology. One way is to shoot a powerful laser beam at a tiny droplet of hot tin. This creates a plasma an energy charged form of gas far hotter than the surface of the sun. In this process invisible light with a wavelength of [----] nanometers is emitted. If you can"
X Link 2024-11-18T11:53Z [----] followers, 67.3K engagements
"$ASML ASML is projected to reach EPS of $49-$50 by fiscal year [----] according to analyst estimates. To achieve this the semiconductor equipment leader would need to sustain an impressive 23% EPS CAGR from current levels. If we assume ASML trades at a PE multiple of approximately 38x (which is near today's multiple) this earnings trajectory could translate to annual returns of 23.1% for investors between now and the end of fiscal [----]. Are you a buyer at current levels In his book Focus: The ASML Way Marc Hijink essentially sums up one of the most significant portions of $ASML ASMLs moat in"
X Link 2024-11-19T12:20Z [----] followers, 63.5K engagements
"$ASML ASML is slowing increasing as a total percent of Valley Forge Capital Managements (Dev Kantesaria) total portfolio. Dev believes ASML is one of the most predictable and reliable ways to invest in the AI supercycle. Are you buying https://x.com/qualityequities/status/1858847783693783209 $ASML ASML is projected to reach EPS of $49-$50 by fiscal year [----] according to analyst estimates. To achieve this the semiconductor equipment leader would need to sustain an impressive 23% EPS CAGR from current levels. If we assume ASML trades at a PE multiple of https://t.co/eSvNIU9Wyo"
X Link 2024-11-21T13:01Z [----] followers, 22.8K engagements
"The most popular search on Bing is google followed by youtube $GOOGL $GOOG"
X Link 2024-11-22T02:31Z [----] followers, 28.3K engagements
"The latest expert insights on $ASML ASML highlight the company's strong position in the semiconductor industry particularly in advanced lithography technologies. ASML maintains a unique advantage in EUV technology with no other company able to match their capabilities in both hardware and data-driven intelligence. However experts note that the current market situation represents an inefficiency that may lead to exaggerated supply and demand fluctuations. Recent developments such as $INTC Intel's CapEx cuts have raised concerns about potential impacts on ASML's business. Despite these"
X Link 2024-11-25T14:12Z [----] followers, 14.3K engagements
"Dev Kantesaria on $ASML ASML (per VII). Read this if you're an investor or if you're looking to learn more: "If AI tools become more ubiquitous and commoditized that makes it difficult to quantify the return on todays massive investments on R&D and capital expenditures to take advantage of the AI opportunity. We think its preferable to own businesses that can significantly benefit from AI without this risk which is what led us to ASML. The companys photolithography machines about the size of a school bus are used to make nanometer-sized patterns on semiconductors. Its essential for the"
X Link 2024-11-26T02:44Z [----] followers, 13.2K engagements
"Dev Kantesaria founder of Valley Forge Capital Management has expressed a positive outlook on $SPGI S&P Global's margins and I couldn't agree more with his perspective. He emphasizes that S&P Global along with $MCO Moody's operates in a "natural duopoly" within the credit rating market granting them significant pricing power. This enables these firms to raise prices at or above the rate of inflation thereby enhancing profit margins over time. Kantesaria also highlights the potential impact of AI on operating efficiencies. He suggests that AI could substantially reduce labor costs leading to"
X Link 2024-12-02T14:12Z [----] followers, [----] engagements
"Here's what my portfolio looks like after making a few adjustments this week. - To recap I trimmed Apple and used the proceeds to buy more S&P Global Amazon and Meta Platform. - To be perfectly clear Apple is an exceptional company with one of the most powerful brands in the world. However I have chosen to reallocate funds toward businesses that in my view have the potential for higher growth in the future. - Meta NVIDIA Amazon S&P Global and Visa are my top [--] holdings. Holdings: $AAPL Apple $AMZN Amazon $ASML ASML $COST Costco $CRM Salesforce $GOOG Alphabet $KLAC KLA Corp $MA Mastercard"
X Link 2024-12-07T14:01Z [----] followers, 31.5K engagements
"After $ADBE Adobe's slide yesterday the current stock price implies a free cash flow CAGR of 10.93% over the next [--] years (assuming a 10% discount rate). For reference Adobe just grew FCF 85.35% from the same quarter last year. Do you find shares attractive"
X Link 2024-12-13T12:50Z [----] followers, 22K engagements
"Dev Kantesaria on why he sold $ADBE Adobe last year: "We look for businesses with sustainable quality over a long time frame. In the case of Adobe we became concerned about its market position in photo and video editing where its a market leader with over [--] million Creative Cloud users. At the lower end theyre being attacked by companies like Canva which has [---] million active users and a private valuation of $25 billion. It offers a more user-friendly experience for basic tasks such as presentations and logos and it plans to move upstream to enterprise customers angling to go after Adobes"
X Link 2024-12-16T12:59Z [----] followers, 21.9K engagements
"Name a company you'd like to own at the right price. I'll start: $MCO Moody's"
X Link 2024-12-21T19:01Z [----] followers, 13.5K engagements
"If you built a portfolio that equally weighted $SPGI S&P Global $MCO Moodys $FICO FICO $V Visa and $MA Mastercard (20% each) you would have significantly outpaced the markets performance (25.33% CAGR compared to 13.40% from the S&P 500) since January [----]. This portfolio looks very similar to one of my favorite investors (Dev Kantesaria)"
X Link 2024-12-24T15:00Z [----] followers, [----] engagements
"A thing of beauty. $V $MA"
X Link 2024-12-25T12:01Z [----] followers, 30.8K engagements
"Could it possibly get any better than this $FICO FICO is the definition of a compounding machine"
X Link 2024-12-29T15:00Z [----] followers, 40.1K engagements
"The growth of $AMZN Amazon's high margin ads business will continue to boost the intrinsic value of this wonderful company"
X Link 2024-12-29T20:01Z [----] followers, 11.5K engagements
"End of year portfolio update: - Not much activity in December. - Added slightly to $ASML $GOOG $AMZN and $SPGI. - Portfolio valuation remains relatively elevated. Forward PE is 31.4x and forward FCF yield is 2.93%. - I remain very happy with this portfolio. Fundamentals are strong. Growth potential remains high. I will add opportunistically in [----] and beyond. I plan to continue to concentrate into my highest conviction holdings. - A few look-through metrics: ROIC 10-year average is 25.6% cash conversion is 111% gross margin is 68% operating margin is 37% interest coverage is [---]. Holdings:"
X Link 2024-12-31T20:09Z [----] followers, 33.2K engagements
"In the heart of the Netherlands lies a company that few outside the tech industry have heard of yet its impact on our daily lives is profound. $ASML ASML is the monopolistic force behind the digital and AI revolution and is positioned to benefit in [----] and beyond. Shares are currently trading at a TTM earnings yield of 2.54%. If ASML achieves a 20% CAGR in EPS over the next five years and the stock trades at an PE multiple of 35x investors could reasonably expect an annualized return of approximately 17.18%. Should the valuation remain at a similar level to today after five years the"
X Link 2025-01-01T14:44Z [----] followers, [----] engagements
"$FICO FICO shares are currently experiencing a 19.51% drawdown. While FICO remains an exceptionally high-quality company its stock still appears relatively expensive despite the recent decline"
X Link 2025-01-11T13:01Z [----] followers, [----] engagements
"$SPGI S&P Global demonstrates exceptional capital efficiency converting an impressive 97.37% of its operating cash flow into free cash flow. This remarkable performance underscores the company's strong cash generation capabilities and its highly effective capital allocation strategy"
X Link 2025-01-11T14:12Z [----] followers, 11.7K engagements
"Both $V Visa and $MA Mastercard continue to dominate global payments benefiting from the ongoing shift to digital payments. The rise of fintech cryptocurrency payments and alternative payment methods pose risks but both companies have been proactive in acquiring fintech startups and expanding partnerships to mitigate. Their near-monopoly on global card processing ensures continued profitability even in the face of rising regulatory scrutiny. Unless theres a major disruption to the traditional card payment model (such as central bank digital currencies) Visa and Mastercard should maintain"
X Link 2025-02-01T22:37Z [----] followers, 19.7K engagements
"January [----] end of month portfolio update: - No major shifts. - Added to $META Meta Platforms $NVDA NVIDIA $ASML ASML $KLAC KLA $SPGI S&P Global $GOOG $GOOGL Alphabet. - Portfolio valuation remains relatively elevated. Forward PE is 33x and forward FCF yield is 3.2%. - A few look-through metrics: ROIC 10-year average is 25.7% FCF/net income is 108.7% FCF/OCF is 76.1% gross margin is 68.6% operating margin is 37% interest coverage is [-----]. - Overall I remain very happy with this portfolio. Fundamentals are strong. Growth potential remains high. I will add opportunistically in [----] and"
X Link 2025-02-02T14:12Z [----] followers, [----] engagements
"Whos buying $FICO FICO tomorrow"
X Link 2025-02-04T21:58Z [----] followers, 10K engagements
"Top stocks on my watchlist: [--]. $FICO FICO [--]. $MCO Moody's [--]. $UBER Uber [--]. $CDNS Cadence Design Systems [--]. $MSCI MSCI What about you"
X Link 2025-02-09T19:01Z [----] followers, 20.2K engagements
"$SPGI S&P Global is set to report earnings this week and Im eager to hear the latest insights from this outstanding company. If shares falls I may consider adding to my position"
X Link 2025-02-10T00:01Z [----] followers, [----] engagements
"David Tepper (Appaloosa) increased his $ASML ASML position by 106.45% in Q4 [----]. He also fully sold out of $ADBE Adobe"
X Link 2025-02-10T15:31Z [----] followers, 19.3K engagements
"AKO Capital just released their 13F. A few observations: - Reduced $FICO FICO by 33.12% - Reduced $LIN by Linde 63.78% - Reduced $WMG Warner Music Group by 36.99% - Bought a new stake in $ILMN Illumina - Increased $ACN Accenture by 11.59% - Increased $EFX Equifax by 32.09% - Increased $CPRT Copart by 21.12% - Increased $INTU Intuit by 8.31% Thoughts https://twitter.com/i/web/status/1889698083514052700 https://twitter.com/i/web/status/1889698083514052700"
X Link 2025-02-12T15:28Z [----] followers, [----] engagements
"In your view what is holding back $PYPL PayPal's share price"
X Link 2025-02-22T22:37Z [----] followers, 12.2K engagements
"$VTI Vanguard Total Stock Market Index Fund ETF"
X Link 2025-02-24T14:12Z [----] followers, [---] engagements
"$DGRW WisdomTree US Quality Dividend Growth Fund"
X Link 2025-02-24T14:12Z [----] followers, [---] engagements
"February [----] end of month portfolio update: - Trimmed $AAPL Apple position. Position size at the end of last month was 4.6% and is now 2.1%. - Added to $NVDA NVIDIA (amid volatility) $SPGI S&P Global $ASML ASML $KLAC KLA $AMZN Amazon $GOOGL $GOOG Alphabet. - Portfolio valuation remains elevated but has compressed slightly. Forward PE is 30.4x and forward FCF yield is 3.3%. - A few look-through metrics: ROIC 10-year average is 26.9% FCF/net income is 107% FCF/OCF is 76% gross margin is 70% operating margin is 38.4% interest coverage is 125x. - Overall I remain highly confident in this"
X Link 2025-03-02T13:09Z [----] followers, [----] engagements
"$AMZN Amazon is trading at a 13.72x EV/EBITDA multiple. Im a buyer at current levels"
X Link 2025-03-03T23:54Z [----] followers, 16K engagements
"$UBER Uber's FCF per share growth as well as increasing FCF ROCE highlights why I'm very excited about this company in the long-term"
X Link 2025-03-22T12:01Z [----] followers, [----] engagements
"Every company in my portfolio listed by percent down from 52-week highs: $ASML -38% $NOW -30.9% $NVDA -27.2% $PYPL -26.5% $CRM -24.7% $KLAC -21.9% $GOOG -21.4% $META -18.7% $AMZN -17% $MSFT -16.6% $UBER -14% $SPGI -6.7% $V -4.6% $MA -4.2%"
X Link 2025-03-28T13:12Z [----] followers, [----] engagements
"March [----] end of month portfolio update: - Sold out of $AAPL Apple and $COST Costco positions. I continue to have great respect for these companies. Theyre dominant high-quality leaders in their industries. That said I felt their valuations had become increasingly stretched so I chose to lock in substantial gains and reallocate that capital to more compelling opportunities. - In addition to increasing my holdings in core portfolio holdings such as $AMZN Amazon $NVDA NVIDIA $SPGI S&P Global $ASML ASML and $GOOG $GOOGL Alphabet I purchased an entirely new position in $UBER Uber. Uber has"
X Link 2025-03-31T23:19Z [----] followers, [----] engagements
"Mr. Market offering great deals $AMZN"
X Link 2025-04-03T11:44Z [----] followers, [----] engagements
"Top companies on my watchlist are below. I think each one of these companies would make a wonderful addition to the portfolio. [--]. $FICO FICO [--]. $MSCI MSCI [--]. $MCO Moody's [--]. $CRWD CrowdStrike [--]. $INTU Intuit What are you watching"
X Link 2025-04-27T23:02Z [----] followers, [----] engagements
"$GOOG $GOOGL Google's Traffic Acquisition Cost (TAC) as a percent of Google Ads revenue (Search + YouTube + Google Network) is heading in the right direction. Lower TAC as a percent of Google Ads revenue = higher profitability = stronger business model. This figure also suggests Google is generating more traffic organically. P.s. @finchat_io thanks again for launching custom metrics a few months ago. Great feature"
X Link 2025-04-28T00:31Z [----] followers, [----] engagements
"$SPGI S&P Global and $MCO Moodys have phenomenal business models. I own S&P Global and would love to own Moodys in the future. S&P Global's Ratings business has now fully recovered from its previous [----] highs. Pretty impressive considering where interest rates are at today compared to that time. $SPGI https://t.co/vArFA8xgwV S&P Global's Ratings business has now fully recovered from its previous [----] highs. Pretty impressive considering where interest rates are at today compared to that time. $SPGI https://t.co/vArFA8xgwV"
X Link 2025-04-29T22:19Z [----] followers, [----] engagements
"$META Meta Platforms is an absolute marvel of a business model. Earnings per share: $6.43 vs. $5.28 expected. Revenue: $42.31 billion vs. $41.40 billion expected. Just incredible"
X Link 2025-04-30T20:14Z [----] followers, [----] engagements
"Triple Fround Partners (Stuart Mclaughlin) made some interesting moves in the most recent quarter per their latest 13F filing. - Sold $V Visa - Bought $ASML ASML - Added to $MSFT Microsoft (increased by 44.74%) - Bought $META Meta Platforms - Sold $CP Canadian Pacific Kansas City - Reduced $GOOG $GOOGL Alphabet (decreased by 19.62%)"
X Link 2025-05-14T11:24Z [----] followers, 13.7K engagements
"Legendary value investor Seth Klarman (Baupost Group) just increased his $GOOG $GOOGL Alphabet position by 45.72%"
X Link 2025-05-15T01:34Z [----] followers, 12.1K engagements
"For a company like $V Visa take rate is very important. Here's why: - It measures the revenue Visa earns per dollar of payment volume processed on its network and is a key indicator of its pricing power and business efficiency. - It reflects how effectively Visa monetizes its transaction flow with a higher take rate signaling stronger revenue generation per transaction. - Investors closely watch the take rate to assess Visas competitive positioning the quality of its growth and its ability to sustain margins in the face of regulatory and market pressures"
X Link 2025-05-23T18:27Z [----] followers, 14.5K engagements
"May [----] End of Month Portfolio Update: Given markets have continued to be choppy (though less volatile than April or earlier parts of this year) I continued to purchase shares of my highest conviction long-term holdings including $AMZN Amazon $NVDA NVIDIA $GOOG $GOOG Alphabet $ASML ASML $SPGI S&P Global and $META Meta Platforms. Throughout late April and into May I fully exited my long-standing position in $PYPL PayPal after holding the stock for approximately five years. I redeployed a portion of the proceeds to initiate a new small position in $FICO FICO capitalizing on the sharp pullback"
X Link 2025-06-02T11:30Z [----] followers, 16.1K engagements
"Update on $GOOG $GOOGL Alphabet from MoffettNathanson today. I largely agree with this view: Michael Nathanson shared his latest thoughts on Alphabet (GOOGL). Alphabets shares have underperformed the S&P [---] by 11% YTD despite expected [----] revenue growth of 12% and a historically low valuation trading at just 19x CY2025 earnings its lowest relative multiple in over a decade. Based on his math Michael believes that fears around the future of Search are largely priced in and that investors are overlooking several emerging dynamics that could support Googles competitive position and long-term"
X Link 2025-07-01T12:39Z [----] followers, [----] engagements
"$GOOG $GOOGL Despite GCP's consistent revenue growth and expanding operating margins its progress is often overshadowed by the narrative of a declining search business even though Google Ads revenue continues to grow. Are you a buyer"
X Link 2025-08-03T12:55Z [----] followers, [----] engagements
"$FICO FICO shares are surging in pre-market. Why The move is due to a major strategic announcement regarding its core credit score product in the mortgage industry. FICO introduced a new program that gives mortgage lenders the option to license and distribute FICO credit scores directly to customers. This move is expected to be highly beneficial for FICO as it allows them to bypass the traditional credit bureaus (Experian $EFX Equifax and $TRU TransUnion) which had been acting as middlemen by bundling and marking up the score and potentially capture more revenuewhile simultaneously providing"
X Link 2025-10-02T12:49Z [----] followers, [----] engagements
"October End of Month Portfolio Update: - I continued to add to my highest conviction holdings such as $AMZN Amazon and $GOOG $GOOGL Alphabet. I also added slightly to $FICO FICO $SPGI S&P Global $NVDA NVIDIA and $UBER Uber. - The portfolio is trading within a range of reasonableness though at a slightly higher valuation given the strength of the US stock market. Forward PE is 31.5x and forward FCF yield is 2.6%. - Look through fundamental metrics remain strong. For example ROIC 10-year average is 21.3% FCF/net income is 83% FCF/OCF is 70% gross margin is 68% operating margin is 40% interest"
X Link 2025-11-01T11:27Z [----] followers, 29.4K engagements
"Even with a conservative 5-year FCF/share CAGR assumption $MA Mastercard delivers a double-digit annualized return if it merely maintains its current FCF yield. Are you a buyer at current levels"
X Link 2025-11-08T15:45Z [----] followers, 26.2K engagements
"Trading at a 3.34% FCF yield are you buying $V Visa Visa is up only 6% YTD. Is one of the worlds most consistent cash machines on sale $V https://t.co/iSPcKWzCa3 Visa is up only 6% YTD. Is one of the worlds most consistent cash machines on sale $V https://t.co/iSPcKWzCa3"
X Link 2025-11-11T13:33Z [----] followers, 10.2K engagements
"Would you rather own $NU Nu Holdings $SOFI SoFi or $MELI MercadoLibre for the next decade Is Nubank the fastest growing bank in the world $629 million $38.8 billion in customer deposits in [--] years. Outrageous growth. $NU https://t.co/IZYeruehJ5 Is Nubank the fastest growing bank in the world $629 million $38.8 billion in customer deposits in [--] years. Outrageous growth. $NU https://t.co/IZYeruehJ5"
X Link 2025-11-30T15:27Z [----] followers, [----] engagements
"$NVDA NVIDIA remains one of $BAC Bank of Americas top ideas. The bank expects another year of 50%+ growth in AI semiconductors driven by strong data center demand tight supply and accelerating adoption by enterprises hyperscalers and governments. Importantly NVIDIA is viewed as attractively valued relative to its growth outlook. https://twitter.com/i/web/status/2002943548434354619 https://twitter.com/i/web/status/2002943548434354619"
X Link 2025-12-22T03:25Z [----] followers, [---] engagements
"My portfolio consists of [--] companies. Holdings such as $NVDA NVIDIA and $META Meta Platforms have grown to substantial positions. What would you change Holdings: $AAPL Apple $AMZN Amazon $COST Costco $CRM Salesforce $GOOG Alphabet $MA Mastercard $META Meta Platforms $MSFT Microsoft $NOW ServiceNow $NVDA NVIDIA $PYPL PayPal $SPGI S&P Global $UNH UnitedHealth Group $V Visa"
X Link 2024-10-18T01:32Z [----] followers, 111.5K engagements
"I agree. $SPGI S&P Global is attractive here. If S&P Global grows FCF per share at a 15% CAGR over the next five years and trades at a 4% FCF yield at that time investors could reasonably expect an annualized return of approximately 14.7%. $SPGI at a 23.50x [----] PE ratio and a current FCF yield of 4% is looking attractive to me. Buying high quality names in times of uncertainty often bodes well for good long-term performance. What are your thoughts on $SPGI here 🤔 https://t.co/nhRFfDcvI6 $SPGI at a 23.50x [----] PE ratio and a current FCF yield of 4% is looking attractive to me. Buying high"
X Link 2025-04-06T11:49Z [----] followers, 10.9K engagements
"April [----] End of Month Portfolio Update: No major changes. I continued to purchase shares of my highest conviction long-term holdings throughout the market selloff including $AMZN Amazon $NVDA NVIDIA $GOOG $GOOGL Alphabet $ASML ASML $SPGI S&P Global and $META Meta Platforms. Portfolio is trading within a range of reasonableness. Forward PE is 27.1x and forward FCF yield is 3.8%. Look through metrics remain strong: ROIC 10-year average is 27.2% FCF/net income is 103.4% FCF/OCF is 77% gross margin is 70% operating margin is 38% interest coverage is 115x. I remain highly confident in this"
X Link 2025-05-03T11:27Z [----] followers, 15.5K engagements
"Another visual to show how insignificant the $FICO FICO Score Royalty cost is compared to other cost categories that the consumer pays when closing a loan. @pulte Hey Mr Pulte do you mind explaining how FICO's pricing is a bigger and more pressing concern to home buyers than Mortgage Broker fee's or Realtor Commissions For reference you would need approximately [---] FICO pull requests to equal the fee of one Mortgage Broker https://t.co/xrVKQL6CmR @pulte Hey Mr Pulte do you mind explaining how FICO's pricing is a bigger and more pressing concern to home buyers than Mortgage Broker fee's or"
X Link 2025-05-28T01:14Z [----] followers, 33K engagements
"July End of Month Portfolio Update: - I continued to add to my highest conviction holdings such as $AMZN Amazon and $GOOG $GOOGL Alphabet. - After about five years I exited my position in $CRM Salesforce and redeployed the capital elsewhere. - The portfolio is trading within a range of reasonableness though at a higher valuation given the recent strength of the market. - Forward PE is 31.9x and forward FCF yield is 2.8%. Look through fundamental metrics remain strong. For example ROIC 10-year average is 31.3% FCF/net income is 88.7% FCF/OCF is 72% gross margin is 70% operating margin is 40%"
X Link 2025-08-02T12:06Z [----] followers, 62K engagements
"August End of Month Portfolio Update: - I continued to add to my highest conviction holdings such as $AMZN Amazon and $GOOG $GOOGL Alphabet. I also added slightly to $FICO FICO and $UBER Uber. - The portfolio is trading within a range of reasonableness though at a higher valuation given the recent strength of the market. - Forward PE is 30.2x and forward FCF yield is 2.7%. Look through fundamental metrics remain strong. For example ROIC 10-year average is 31.3% FCF/net income is 88.7% FCF/OCF is 72% gross margin is 70% operating margin is 40% interest coverage is 115x. - I remain highly"
X Link 2025-08-31T11:50Z [----] followers, 55.2K engagements
"I had @qualtrim analyze my portfolio including its qualities and risks. Pretty cool stuff. Summary below: Qualities This portfolio is constructed with a strong emphasis on companies with high-quality competitive advantages largely within the technology and financial services sectors. The largest positions include Amazon Alphabet Meta Visa and S&P Globalbusinesses with strong leading brands data dominance network effects and substantial repeat or recurring revenues. The portfolio captures some of the world's most scalable asset-light business models particularly in software digital advertising"
X Link 2025-11-08T14:15Z [----] followers, 28.1K engagements
"@DeepIceValue Long $V Visa and $MA Mastercard https://x.com/qualityequities/status/1999251357094818061s=46 $V Visa and $MA Mastercard just reminded markets why the network duopoly still matters in a world obsessed with stablecoins and disruption. https://x.com/qualityequities/status/1999251357094818061s=46 $V Visa and $MA Mastercard just reminded markets why the network duopoly still matters in a world obsessed with stablecoins and disruption"
X Link 2025-12-12T03:12Z [----] followers, [---] engagements
"For those interested Barrons list includes: $AMZN Amazon $V Visa $XOM Exxon Mobil $DIS Disney $CMCSA Comcast $BMY Bristol-Myers Squibb $FRFHF Fairfax Financial $FLUT Flutter Entertainment $MSG Madison Square Garden Sports $SLG SL Green Realty. The economy is looking resilient and there are bargains below the AI surface. Where to invest in the new year. The economy is looking resilient and there are bargains below the AI surface. Where to invest in the new year"
X Link 2025-12-14T03:43Z [----] followers, [----] engagements
"@isaac_b12 Not sure where I will redeploy the capital yet but it is between $MA Mastercard $V Visa $META Meta $SPGI S&P Global $AMZN Amazon"
X Link 2025-12-15T03:52Z [----] followers, [---] engagements
"$BRKR Bruker is gaining momentum as end-market headwinds fade. Management sees improving conditions across key markets and organic orders are accelerating supporting confidence in a broader life sciences recovery in 2026"
X Link 2025-12-22T03:25Z [----] followers, [---] engagements
"$EL Este Lauder is positioned to benefit from a rebound in global beauty demand. $BAC Bank of America believes the companys turnaround stronger international growth faster innovation cycle and reinvestment in consumer-facing initiatives could drive continued upside into [----]. https://twitter.com/i/web/status/2002943552146313271 https://twitter.com/i/web/status/2002943552146313271"
X Link 2025-12-22T03:25Z [----] followers, [---] engagements
"Terry Smith's latest activity.does anything surprise you $PAYC - Paycom Software Inc. - Add 106.07% $ODD - Oddity Tech Ltd Cl A - Add 20.18% $AAPL - Apple Inc. - Add 19.70% $FTNT - Fortinet Inc. - Add 11.50% $MTD - Mettler-Toledo International Inc. - Add 7.49% $MA - Mastercard Inc. - Add 1.21% $MCD - McDonald's Corp. - Add 1.21% $ZTS - Zoetis Inc. - Add 1.21% $TXN - Texas Instruments - Buy $CHH - Choice Hotels Int. Inc. - Buy $IDXX - IDEXX Laboratories - Reduce 0.52% $GOOGL - Alphabet Inc. - Reduce 0.52% $META - Meta Platforms Inc. - Reduce 0.58% $SYK - Stryker Corp. - Reduce 0.61% $MAR -"
X Link 2024-05-15T13:20Z [----] followers, [----] engagements
"Latest activity from Mark Massey at AltaRock Partners (sorted by percent change to portfolio): $AMZN Amazon Inc. Add 30.82% $V Visa Inc. Reduce 37.11% $MA Mastercard Inc. Add 132.19% $GOOGL Alphabet Inc. Reduce 16.70% $TDG TransDigm Group Inc. Reduce 2.33% $MCO Moody's Corp. Reduce 1.88% https://twitter.com/i/web/status/1856840786203099343 https://twitter.com/i/web/status/1856840786203099343"
X Link 2024-11-13T23:25Z [----] followers, [----] engagements
"Latest activity from Bill Nygren (Oakmark Select Fund) per Q4 2024: $KDP - Keurig Dr Pepper Inc. - Buy $ABNB - Airbnb Inc. - Buy $EFX - Equifax Inc. - Buy $CRM - Salesforce - Reduce 42.46% $WFC - Wells Fargo - Sell 100.00% $CBRE - CBRE Group - Reduce 31.50% $IQV - IQVIA Holdings Inc. - Add 37.00% $FI - Fiserv Inc. - Reduce 43.30% $PAYC - Paycom Software Inc. - Reduce 19.27% $COP - ConocoPhillips - Add 46.36% https://twitter.com/i/web/status/1909710487819804746 https://twitter.com/i/web/status/1909710487819804746"
X Link 2025-04-08T20:50Z [----] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing