@stonkmetal Heavy Moat Investments
Heavy Moat Investments posts on X about business, $edenpa, $plxpa, $four 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 finance 25.96% stocks 24.04% cryptocurrencies 11.54% technology brands 5.77% countries 4.81% currencies 1.92% automotive brands 1.92% luxury brands 0.96%
Social topic influence business 13.46%, $edenpa #14, $plxpa 7.69%, $four #24, strong 7.69%, update 4.81%, france 3.85%, $dimpa 3.85%, $adyen 3.85%, future 3.85%
Top accounts mentioned or mentioned by @joinyellowbrick @ayusovalue @renesellmann @janiscir @moneyflowinvest @yotam005 @wolfofharcourt @innoscripta @invesquotes @quartr_app @prok196582 @dwessel35 @olensrud @micheleginv @kairospraxis @magiccompounds @evfcfaddict @jakubhajost @rnationaloff @marcajs
Top assets mentioned 4 (FOUR) Shift4 Payments, Inc. (FOUR) Atkore Inc. (ATKR) Reality Metaverse (RMV) Carlisle Companies, Inc. (CSL) Eden (EDEN) Cellebrite DI Ltd. Class A Ordinary Shares (CLBT) Danaher Corporation (DHR) Verra Mobility Corporation Class A Common Stock (VRRM) RIBBIT (RBT) MercadoLibre Inc (MELI) Gartner Inc (IT) PayPal Holdings Inc (PYPL) United Rentals, Inc. (URI) Ferguson plc (FERG) Texas Instruments (TXN) IDEXX Laboratories, Inc. (IDXX) Nu Holdings Ltd. (NU) Amazon.com, Inc. (AMZN)
Top Social Posts
Top posts by engagements in the last [--] hours
"@moneyflowinvest A change in capital allocation would probably get me to jump in at these prices but the constantly growing cash pile annoys me"
X Link 2026-02-14T14:23Z 24.7K followers, [----] engagements
"Putting the multiple compression of $PLX.PA and $EDEN.PA into perspective compared to some similarly scalable market places $V $RMV. A lot of rerating potential"
X Link 2024-08-07T19:03Z 24.7K followers, [----] engagements
"Over the last months I've been asked many times about my opinion of Edenred $EDEN.PA because of my large Pluxee $PLX.PA position. I just published the first part of my Edenred deep dive and comparison to address this"
X Link 2024-10-03T13:41Z 24.7K followers, [----] engagements
"Portfolio Update: Sold: Half of Pluxee $PLX.PA position Bought: Edenred $EDEN.PA Added to: $ASML Hermle More details and a performance update can be found on my sub"
X Link 2024-11-01T13:46Z 24.7K followers, [----] engagements
"Got some freed up cash. Give me your best high quality stock pitch. Preferably smid cap ROIC15% and long reinvestment runway"
X Link 2025-02-10T19:40Z 24.7K followers, 55.9K engagements
"Finally some good news for $EDEN.PA $PLX.PA France proposes to digitize meal vouchers starting 2027"
X Link 2025-06-26T07:38Z 24.7K followers, [----] engagements
"Adyen $ADYEY is one of the highest quality businesses Ive analyzed in my five years as an investor. It is my second largest position and I just made my entire deep dive free for everybody to read Check it out"
X Link 2025-08-07T12:33Z 24.7K followers, [----] engagements
"Portfolio update (details on my blog) Sold: Robertet $RBT Carlisle $CSL Frosta AG Eckert & Ziegler Bought: Shift4 Payments $FOUR Trimmed: ASML $ASML Adyen $ADYEY Added: Cellebrite $CLBT Edenred $EDEN Mercado Libre $MELI Constellation Software $CSU.TO"
X Link 2025-10-01T12:31Z 24.7K followers, [----] engagements
"Next week will be very interesting for my portfolio: Tuesday - Edenred Planisware Danaher Earnings (3 of my top positions) Friday - Lifco and ServiceWare earnings (both on my watchlist) Looking forward to see how my thesis develop"
X Link 2025-10-19T18:10Z 24.7K followers, [----] engagements
"My largest position Edenred $EDEN.PA hosted a successful Capital Market Day yesterday. While shares were down 7% my conviction never was higher"
X Link 2025-11-05T08:47Z 24.7K followers, [----] engagements
"Great for $EDEN.PA Edenred ✅ Grce au @RNational_off les taxes prvues sur les tickets-restaurant les chques-vacances ou encore les chques-cadeaux ont t rejetes. Cette attaque contre ces petits avantages est un symbole de la casse sociale du #Budget2026 au dtriment de la France qui travaille. https://t.co/X9W7EEFRxW ✅ Grce au @RNational_off les taxes prvues sur les tickets-restaurant les chques-vacances ou encore les chques-cadeaux ont t rejetes. Cette attaque contre ces petits avantages est un symbole de la casse sociale du #Budget2026 au dtriment de la France qui travaille."
X Link 2025-11-07T11:49Z 24.7K followers, [----] engagements
"$FOUR is my second largest position but some people blindly pitch it without assessing the risk. It's an asymmetric opportunity but NOT a set and forget stock"
X Link 2025-11-10T15:18Z 24.7K followers, 11.9K engagements
"https://open.substack.com/pub/heavymoatinvestments/p/yet-another-shift4-payments-pitchr=a92n8&utm_campaign=post&utm_medium=web https://open.substack.com/pub/heavymoatinvestments/p/yet-another-shift4-payments-pitchr=a92n8&utm_campaign=post&utm_medium=web"
X Link 2025-11-10T15:19Z 24.6K followers, [----] engagements
"Holding Edenred $EDEN.PA.the same as usual. I am actually very disappointed about communication here. Will post a short update on the blog later today"
X Link 2025-11-12T08:32Z 24.7K followers, [----] engagements
"My article on Brazilian PAT regulations and impact on Edenred $EDEN.PA (some Pluxee $PLX.PA comments too) is now live. I'm disappointed on how poor communication has been here"
X Link 2025-11-12T12:53Z 24.7K followers, [----] engagements
"'this is a high-risk high-reward situation not a no-brainer compounder. Asymmetric bets are acceptable when you recognize them as such' My conclusion too https://heavymoatinvestments.substack.com/p/yet-another-shift4-payments-pitchr=a92n8 One final note on Shift4 $FOUR before I move on to the next company. I recently saw someone claim that Shift4s acquisition playbook has been [--] + [--] = [--]. That was the entire argument no evidence just assertion. Others have echoed that the companys organic growth potential is https://heavymoatinvestments.substack.com/p/yet-another-shift4-payments-pitchr=a92n8"
X Link 2025-12-27T10:26Z 24.6K followers, [----] engagements
"@marcajs @Edenred The amount of mental gymnastics they have to do (way below estimate of analysts and management EPS cut multiple from [--] to 10x) to arrive at the current price is hilarious. Why do these analysts get paid so much money"
X Link 2026-01-23T12:04Z 24.6K followers, [---] engagements
"@Yotam005 @AyusoValue Watch out for the way Pluxee's cash balance is displayed on screeners. Most of their cash is tied to float and not theirs so I see them more towards 4-5x EBITDA.still very cheap but not THAT cheap"
X Link 2026-01-23T19:51Z 24.7K followers, [---] engagements
"@AyusoValue @IvnM88134717 Also regulated markets are 40% of revenue for Edenred they have the majority of their business in unregulated markets.people just don't care for that fact I guess"
X Link 2026-01-23T19:53Z 24.6K followers, [---] engagements
"@Yotam005 @AyusoValue I much prefer Edenred for the higher returns of capital and diversification in unregulated markets but yeah. Both are cheap"
X Link 2026-01-23T20:04Z 24.6K followers, [---] engagements
"Portfolio update: [----] starts where [----] left off with another sell off. Thanks $CSU.TO https://heavymoatinvestments.substack.com/p/january-2026-portfolio-update https://heavymoatinvestments.substack.com/p/january-2026-portfolio-update"
X Link 2026-01-31T15:49Z 24.6K followers, [----] engagements
"@FundasyInvestor Thou shalt not quote the correct leverage. Thou shalt continue to sell off $FOUR based on weird narratives"
X Link 2026-01-31T21:24Z 24.6K followers, [----] engagements
"Idexx Laboratories $IDEXX with return to strong growth of 12% organic. Not sure if it really justifies 37x EBIT.but a fantastic business for sure. [----] guidance weaker at 7-9% organic revenue growth"
X Link 2026-02-02T13:38Z 24.7K followers, [----] engagements
"https://heavymoatinvestments.substack.com/p/idexx-laboratories-the-hidden-giantr=a92n8 https://heavymoatinvestments.substack.com/p/idexx-laboratories-the-hidden-giantr=a92n8"
X Link 2026-02-02T13:38Z 24.7K followers, [----] engagements
"@ProK196582 @ReneSellmann There is always new competition for every single year Edenred has been a company. If you are scared of competition coming in then you can't invest in 99.9% of companies out there"
X Link 2026-02-07T09:16Z 24.7K followers, [--] engagements
"@MoS_Investing Sir CSI is not a SaaS company but a collection of shitco software businesses. We do not compare their capital allocation to SaaS"
X Link 2026-02-08T21:27Z 24.6K followers, [----] engagements
"I'm really disappointed with the InPost situation. [----] take private is not good. I'll see if there's an option to not tender my shares and get a higher bid or if that's unlikely"
X Link 2026-02-09T08:24Z 24.6K followers, [----] engagements
"@wolfofharcourt Yes very disappointed. My IRR is amazing buying it since 3rd November [----] at an average of [-----] but I would've preferred to own it for a decade to 50+"
X Link 2026-02-09T09:19Z 24.6K followers, [----] engagements
"@DWessel35 There can be a competing offer for 80% of shares if somebody steps forward soon.how likely that is I don't know. Probably not likely. @ajassy it's a bargain just buy InPost"
X Link 2026-02-09T09:28Z 24.6K followers, [---] engagements
"@Carlos_MoraM That's a very good development. I still prefer Edenred though for the diversification beyond meal vouchers"
X Link 2026-02-09T21:12Z 24.7K followers, [---] engagements
"@olensrud $193 million cash outflow to waive the TRA. That's decent but constrains FCF now"
X Link 2026-02-10T06:55Z 24.7K followers, [---] engagements
"@LuxOpesResearch I agree with the unfortunate assumption that the transaction will go through for InPost. Scummy way to get rid of public shareholders again but what can you do as a small fish"
X Link 2026-02-10T09:54Z 24.7K followers, [---] engagements
"@Michele_g_inv @AyusoValue What stuff do you like with similar dynamics I'm too exposed to Software and payments right now so I'd enjoy some other industries to diversify"
X Link 2026-02-10T12:01Z 24.7K followers, [--] engagements
"@iam_chris42 @burningbyte Beim EBIT auch noch [--] millionen non operating costs vermutlich von der Autodesk Umstellung enthalten. Ich bin auch happy wre ich nicht schon zu overweight software wrde ich weiter kaufen"
X Link 2026-02-11T10:55Z 24.7K followers, [--] engagements
"Ashtead Technology serves a niche clientele in offshore energy while Ashtead Group caters to a diverse spectrum of construction firms. What does this mean for their growth potential and risk profiles Discover the nuances in my latest analysis"
X Link 2025-10-06T15:03Z 24.7K followers, [----] engagements
"Wow $IT Gartner's multiple compression makes SaaS declines look timid.but they are very much at risk"
X Link 2026-02-10T11:34Z 24.7K followers, [----] engagements
"@Michele_g_inv @AyusoValue Very interesting points. Edenred is my #1 position for the reasons you stated before. It's just way too cheap and regulated meal vouchers can be a zero and the business still is fairly priced fundamentally. 7% dividend + buybacks on top are great"
X Link 2026-02-10T11:49Z 24.7K followers, [---] engagements
"$EDEN.PA Has Edenred found its bottom $EDEN.PA https://t.co/mzVui4OWcp Has Edenred found its bottom $EDEN.PA https://t.co/mzVui4OWcp"
X Link 2026-02-13T15:13Z 24.7K followers, [----] engagements
"My issue with $RMV: Super high ROIC but not really much reinvestment opportunity. If I can buy it at close to a 10% FCF yield for the capital returns then it's interesting. Also I'd need to understand the UK property market. Today I learned about Rightmove plc $RMV and immediately put it on my watchlist. @PhilippHaas_ir talked about it on his (German) YT channel. A company posting 50% net income margins down 30% over just 3-4 months (due to AI investments) now trading at a high-teens earnings https://t.co/xIgaxVFlAj Today I learned about Rightmove plc $RMV and immediately put it on my"
X Link 2025-12-29T19:39Z 24.7K followers, [----] engagements
"@moneyflowinvest I don't really like that excuse because it ultimately means that we should count their cash pile as operating assets and not free cash available to shareholders. What's the value of a business that just keeps stacking cash"
X Link 2026-02-14T14:54Z 24.7K followers, [---] engagements
"@janiscir @moneyflowinvest Well Berkshire is allocating its capital with a great track record.and they have an insurance business so they need parts of it"
X Link 2026-02-14T19:30Z 24.7K followers, [--] engagements
"Check out my newsletter on @substack where you can find free monthly portfolio updates and paid dives into (European) small Caps and other investing content https://heavymoatinvestments.substack.com/ https://heavymoatinvestments.substack.com/"
X Link 2024-01-24T19:18Z 24.7K followers, 43.8K engagements
"Portfolio Update: Bought Sartorius Stedim $DIM.PA and increased Atkore $ATKR. Lots of interesting opportunities out there in high-quality European companies. Read more details in my newsletter (link in bio and below)"
X Link 2024-07-01T13:18Z 24.7K followers, 15.8K engagements
"Portfolio update Sold Stemmer Imaging (acquired) Bought $ADYEN Pluxee $PLX.PA Sartorius Stedim $DIM.PA Robertet $RBT.PA Frosta More details on my blog"
X Link 2024-08-02T12:50Z 24.7K followers, [----] engagements
"Still to this day one of the most criminal non GAAP adjustments I've seen $FVRR $FVRR is adding back Depreciation and Amortization to its NET INCOME What is this just call it EBIT please https://t.co/GkuycR8mBk $FVRR is adding back Depreciation and Amortization to its NET INCOME What is this just call it EBIT please https://t.co/GkuycR8mBk"
X Link 2025-12-26T07:11Z 24.7K followers, [----] engagements
"Wow Painpal $PYPL down 20% to new almost decade lows.Q4 results aren't pretty but fine. Guiding for a decline in FY26 and again changing the CEO are yellow flags at least. I prefer owning $FOUR. While not super cheap on a multiple it looks much better fundamentally"
X Link 2026-02-03T13:31Z 24.7K followers, [----] engagements
"Ashtead $AHT.L and $URI have been absolute beasts over the last decade. Is the future looking as rosy however Check out my new Ashtead analysis with a [--] days free trial on my blog"
X Link 2024-08-14T14:54Z 24.7K followers, [----] engagements
"Ashtead is finally moving to the US. The company follows other UK companies like Ferguson $FERG who have the majority of their business in the US. Read my new update on $AHT.L in the usual place"
X Link 2024-12-18T17:40Z 24.7K followers, [----] engagements
"Let's look at the path forward for Pluxee $PLX.PA and Edenred $EDEN.PA after Pluxee's Q1 results. Strong organic revenue growth wasn't enough to satisfy the market"
X Link 2026-01-08T15:08Z 24.7K followers, [----] engagements
"Big portfolio changes Aggressively trimmed low conviction or low IRR Positions to bring down number of positions. New: Planisware Sales: $TXN $NSSC Lifco Arcure Pluxee Nemetschek Trim: $CSU more details on the blog"
X Link 2025-08-01T13:17Z 24.7K followers, 10.1K engagements
"@KairosPraxis @BelgianInvest0r Oh wow that's a huge shift. What about being exit liquidity for my $FOUR or $EDEN bags lol jk. I struggle to see how it fits with their strategy but I'm sure they are smarter than me and would figure something out"
X Link 2026-02-13T23:15Z 24.7K followers, [---] engagements
"@janiscir @moneyflowinvest The difference is track record. Berkshire showed that they can allocate if they find opportunities Adyen has shown nothing but dilution and stacking a cash pile. There's a huge difference"
X Link 2026-02-15T08:11Z 24.7K followers, [---] engagements
"I guess this is what's crushing Adyen $ADYEN after H2 results Maybe time to check the valuation again under [----]. The big question is how strong will growth decelerate in the coming years. If they can sustain 20% growth rates this could be attractive"
X Link 2026-02-12T08:31Z 24.7K followers, 11.9K engagements
"I cant wait for people to start quoting how cheap Adyen is on multiples. Yes it is cheap now but no it isnt trading at 23% FCF yield: - traditional FCF doesnt work for most payment businesses because working capital distorts it immensely. 1/x"
X Link 2026-02-15T08:17Z 24.7K followers, 10.2K engagements
"@MagicCompounds Just trying to spread awareness so I don't see too many "OMG Adyen trades at 23% FCF yield" posts in the near future"
X Link 2026-02-16T07:20Z 24.7K followers, [--] engagements
"After paying $250 for a quick blood diagnosis I'm finally continuing my IDEXX Laboratories $IDXX deep dive 🐕🐾"
X Link 2025-02-10T14:53Z 24.6K followers, [----] engagements
"I just made my full Ashtead Group Deep Dive free If you ever considered upgrading to my paid subscription but did not know what to expect now is your chance to get a look behind the curtain"
X Link 2025-02-14T20:51Z 24.7K followers, [----] engagements
"Portfolio update Sold Amazon $AMZN Trimmed Lifco $LIFCO Bought Nu Holdings $NU Added to EVS Broadcast $EVS Carlisle $CSL Danaher $DHR Robertet More details on the stack"
X Link 2025-03-01T13:13Z 24.7K followers, 14.7K engagements
"Nemetschek just announced a small bolt-on acquisition from its subsidiary ALLPLAN: ALLPLAN a global leader in AEC software and part of the Nemetschek Group today announced its acquisition of Manufacton headquartered in Alpharetta Georgia USA. Manufacton is a renowned offsite construction software platform that specializes in providing real-time visibility to offsite production and optimizing prefabrication processes through AI and data-driven decision-making. This strategic acquisition positions ALLPLAN to accelerate the digitalization of the construction market and capitalize on the"
X Link 2025-03-06T13:53Z 24.6K followers, [----] engagements
"Deep dive on one of the best businesses I've ever seen just went live $IDEXX"
X Link 2025-03-13T17:20Z 24.6K followers, [----] engagements
"@ThierryBorgeat Immerhin hat er [--] der letzten [--] Rezessionen korrekt vorausgesagt"
X Link 2025-05-21T09:53Z 24.7K followers, [----] engagements
"Portfolio update Added to Danaher and Edenred. Nothing else"
X Link 2025-06-01T13:42Z 24.7K followers, 30.4K engagements
"Veeva Systems quality score: Can the healthcare winner expand its business by @stonkmetal https://open.substack.com/pub/heavymoatinvestments/p/veeva-systems-quality-score-can-ther=a92n8&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/heavymoatinvestments/p/veeva-systems-quality-score-can-ther=a92n8&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"
X Link 2025-06-17T14:53Z 24.7K followers, [----] engagements
"Eurofins was one of the big pandemic beneficiaries. Over the last [--] years it returned a 27% CAGR but recently has halved in price like most pandemic stars. In my new article I dive into the fundamentals of this elite compounder. Will the future be bright again Link in my bio and below"
X Link 2025-06-24T16:28Z 24.7K followers, [----] engagements
"https://open.substack.com/pub/heavymoatinvestments/p/eurofins-scientific-can-this-eliter=a92n8&utm_campaign=post&utm_medium=web https://open.substack.com/pub/heavymoatinvestments/p/eurofins-scientific-can-this-eliter=a92n8&utm_campaign=post&utm_medium=web"
X Link 2025-06-24T16:28Z 24.6K followers, [----] engagements
"I think there isn't too much to say. They talked about the Italy situation and impact is well understood and in the numbers. France also is updated with no intention of a fee cap and full digitization by [----]. Brazil are just rumors. I really don't understand what the market wants to hear. Anyways I'm buying"
X Link 2025-07-25T05:56Z 24.7K followers, [---] engagements
"Healthcare is a pretty interesting area right now. What are your favorite names Please no insurers or pharma. I prefer strong moats and recurring revenues. Secular tailwinds are a must. Attractive valuation and ideally not a large cap"
X Link 2025-07-25T21:59Z 24.6K followers, 14.7K engagements
"After decades of outperformance $MTD has been consolidating for almost four years now Let's break down this high-quality business. While earnings have continued to go up multiples have compressed sharply. Link in my bio and below"
X Link 2025-07-28T13:30Z 24.6K followers, [----] engagements
"The best part is when the cheap comes from overblown fears like regulations that are already within company guidance. Let's see if $EDEN.PA $PLX.PA work out well from here trading at cheap multiples while continuing to grow with high cash conversions. The market is fast at recognizing obvious winners. But it's terrible at spotting turnarounds. Companies with high FCF yields that look "horrible" to most investors That's where real opportunities hide. Sometimes the best investments look the worst. The market is fast at recognizing obvious winners. But it's terrible at spotting turnarounds."
X Link 2025-07-28T14:56Z 24.7K followers, [----] engagements
"The chart crimes don't stop with $ATKR.Focus on sequential growth and not on the horrendous Y/Y declines. I'm glad that I'm out one of my biggest mistakes in hindsight for many reasons"
X Link 2025-08-05T11:31Z 24.7K followers, [----] engagements
"France is my #1 region with 35%. Edenred Planisware Robertet and Sartorius Stedim all have strong future prospects and are trading at cheap prices. All are growing and cheap (Sartorius obviously hit by bioprocessing downturn but it's turning) I thought the British stock market was cheap and filled with bargains. But it's nothing compared to France. France is ridiculously cheap. Here are [--] of the cheapest stocks I could find names that are trading way below comparable names in different countries: I thought the British stock market was cheap and filled with bargains. But it's nothing"
X Link 2025-08-05T20:54Z 24.7K followers, 28.6K engagements
"I learned a lot with $ATKR. Fortunately losses were limited. I think the biggest deception in investing is when a commoditised business in good times appears to have strong moats and churns out ROIC like a compounder. And in bad times the same business looks like an absolute dud. #ATKR is a great example 😅 https://t.co/wX3WsFs5ww I think the biggest deception in investing is when a commoditised business in good times appears to have strong moats and churns out ROIC like a compounder. And in bad times the same business looks like an absolute dud. #ATKR is a great example 😅"
X Link 2025-08-24T06:38Z 24.7K followers, [----] engagements
"Can you guess what Monday's blog post will be about"
X Link 2025-10-03T09:44Z 24.6K followers, [----] engagements
"https://open.substack.com/pub/heavymoatinvestments/p/ashtead-technology-vs-ashtead-group https://open.substack.com/pub/heavymoatinvestments/p/ashtead-technology-vs-ashtead-group"
X Link 2025-10-06T15:04Z 24.6K followers, [----] engagements
"@invest091 I mean ashtead group rents machines from both companies"
X Link 2025-10-06T16:27Z 24.6K followers, [---] engagements
"I got an exciting post scheduled for next week. Some great gems in this industry. What exchange is your favorite"
X Link 2025-10-09T08:48Z 24.6K followers, [----] engagements
"Seems pretty justified that $RACE is down big on this [----] guidance. Maybe a 40PE is steep if you expect to CAGR revenue at 5% with hardly any margin expansion.I'm not well versed in either luxury nor cars however"
X Link 2025-10-09T12:12Z 24.7K followers, 19.9K engagements
"Ashtead technology Cellebrite shift4 payments. 1) way too cheap less cyclical than people think probably 2) strong moat and durable growth new management and last quarter likely was a clearing event for some bear cases 3) strong moat durable organic growth +cap allocation track record. Guidance implies miltibagger potential https://twitter.com/i/web/status/1976944442239058417 https://twitter.com/i/web/status/1976944442239058417"
X Link 2025-10-11T09:34Z 24.7K followers, [---] engagements
"@finphysnerd @FairYii_kliew Check $ATD.TO statements regarding their EV experiments. Probably a good reference"
X Link 2025-10-28T05:43Z 24.7K followers, [---] engagements
"Payments are a really dangerous space to be invested in. $FI collapsing 40% today I still remember $ADYEN collapsing 50% in [----]. Will Fiserv manage a recovery like Adyen had I don't know. I'm not invested"
X Link 2025-10-29T12:59Z 24.7K followers, [----] engagements
"@bobspaysubstack Do you have opinion on Edenred or pluxee Edenred is competing with Corpay in fuel and corporate payments"
X Link 2025-11-03T16:49Z 24.7K followers, [---] engagements
"@JM_Investment0 Yes they are richely valued. Another common mistake: net cash is not [--] billion but [--] or so. They have around o6 billion in payables to merchants within cash and equivalents"
X Link 2025-11-03T18:33Z 24.7K followers, [--] engagements
"@PatchesAKF @Franfra51045228 Mobility should be comparable to Corpay from a multiple perspective"
X Link 2025-11-05T13:14Z 24.7K followers, [--] engagements
"Wow $FOUR with 61% Y/Y growth"
X Link 2025-11-06T12:09Z 24.7K followers, 28K engagements
"$CSU.TO bear market cancelled"
X Link 2025-11-07T22:18Z 24.7K followers, 38.1K engagements
"Cellebrite $CLBT is up 23% today on the back of good earnings. ARR grew 19% margins are expanding and NRR of 117% is solid. Cellebrite is a top [--] position for me with over 10% weight and a strong conviction. I wouldve weighed it even higher if there werent other opportunities at high IRRs around too. https://twitter.com/i/web/status/1989005447798427650 https://twitter.com/i/web/status/1989005447798427650"
X Link 2025-11-13T16:20Z 24.6K followers, [----] engagements
"@ReneSellmann His problem is that he as many quality investors was okay with paying up for quality. He bought stocks like $BF at like 40x earnings right Way disconnected from fundamentals. Qualitatively I agree with much of what he says just valuation has diverged"
X Link 2025-12-14T10:29Z 24.7K followers, [----] engagements
"Don't value Adyen on reported FCF; it's useless It includes all the working capital movements that a payments provider has. Adyen's definition of FCF (EBITDA-CapEx and leases) is closer to $1 billion so closer to a 2-3% FCF yield. Adyen's free cash flow yield. Quality asset in a beaten down underperforming sector. 50% EBITDA margin. $ADYEN $FOUR $XYZ $FISV $V https://t.co/mUkfue6qiA Adyen's free cash flow yield. Quality asset in a beaten down underperforming sector. 50% EBITDA margin. $ADYEN $FOUR $XYZ $FISV $V https://t.co/mUkfue6qiA"
X Link 2025-12-16T16:33Z 24.6K followers, 16.1K engagements
"Almost my entire portfolio (shoutout $EVS rerating from [--] to 8x EBITDA lol) has experienced significant multiple compression over the last year. Eventually this will turn"
X Link 2026-01-02T23:16Z 24.6K followers, [----] engagements
"innoscripta $1INN is a very interesting niche business. Could work out well but could get destroyed by regulatory changes (unlikely imo). Let's dive into this newly IPOed company very different to your usual IPO experience"
X Link 2026-01-12T17:06Z 24.6K followers, [----] engagements
"Yesterday I profiled a risky bet that could easily compound at 30%+ in the global ad tech space. It's not a clean story though but for investors with risk appetite could be a good idea"
X Link 2026-01-20T09:40Z 24.6K followers, [----] engagements
"Over [--] insider buys since @innoscripta $1INN went public last year (the last few days there were more buys). Incredible results Insiders own 83% and buying more.this either is a fraud (unlikely) or a severely mispriced company"
X Link 2026-01-27T21:03Z 24.6K followers, [----] engagements
"@Invesquotes @innoscripta The take rate isn't large (5%) and generally a sticky business because once you embedded the platform into your process you don't want to rip that system out again. It's also a consulting part initially to figure out what they need and can request. 1/"
X Link 2026-01-29T08:53Z 24.6K followers, [---] engagements
"@Invesquotes @innoscripta So while it's not the strongest moat the growth is way too high for the multiple and generally a business where customers scale (usually start off with a pilot and then submit more work the next years). Also increasing government caps are tailwind. 2/"
X Link 2026-01-29T08:54Z 24.6K followers, [--] engagements
"20% dividend hike from $ERF.PA Eurofins. I like the FY results"
X Link 2026-01-29T11:58Z 24.6K followers, [----] engagements
"$MSCI understands buybacks. 14% of current market cap used for repurchases over the last decade resulting in a 34% reduction in shares outstanding"
X Link 2023-01-10T10:01Z 24.7K followers, 12.1K engagements
"$VRRM has been a great growth story since going public. I analyzed this deep-moated recurring revenue business today in my blog. Link in my profile or below"
X Link 2024-07-06T15:37Z 24.7K followers, [----] engagements
"At least one decent company emerged from all of the SPACs though ( $VRRM went public in [----] however). 95% recurring revenue and a large moat. I wrote about Verra Mobility on my blog before. Maybe worth a look again. 3/ SPACs (2020-21) Of course. You know them. SPACs raised $160B 🤯 Many awful examples: - Nikola (bankrupt) - Canoo (bankrupt) - Workhorse $WKHS (market cap now $4.95 million (no typo) Poster boy: Chamath Palihapitiya https://t.co/Z9hEwjfw6w 3/ SPACs (2020-21) Of course. You know them. SPACs raised $160B 🤯 Many awful examples: - Nikola (bankrupt) - Canoo (bankrupt) - Workhorse"
X Link 2025-05-31T19:16Z 24.7K followers, [----] engagements
"There's still time to check out my newsletter for free in case you're interested 👀 Head over to my newsletter and get a [--] days free trial this August. https://t.co/Mjbi4umwZs Head over to my newsletter and get a [--] days free trial this August. https://t.co/Mjbi4umwZs"
X Link 2024-08-21T12:39Z 24.7K followers, 10.6K engagements
"Am I doing something wrong here @KoyfinCharts or is this a bug I'm using the performance chart to plot $DIM.PA versus $DHR since I put some of my Danaher into Sartorius. Why don't they both start a 0%"
X Link 2024-12-22T12:10Z 24.7K followers, [----] engagements
"@evfcfaddict All the UK businesses on the watchlist are not cheap yet. Diploma Halma or ashtead for example"
X Link 2025-03-19T07:19Z 24.7K followers, [----] engagements
"@evfcfaddict More alive than bioprocessing. $DIM.PA hits and confirms guidance and drops 8% further xD"
X Link 2025-07-22T07:15Z 24.7K followers, [---] engagements
"Hersheys $HSY is a popular dividend growth stock and ticks most of my boxes for a high quality business. In todays article I look at the problems Hersheys faces and if this could present a nice opportunity or if were looking at a value trap"
X Link 2025-01-22T12:13Z 24.7K followers, [----] engagements
"@Invesquotes Directionally we should get 10-15% revenue growth some margin expansion at 4-5% FCF yield. That sounds good to me. No need for extremely precise numbers I'll just vibe code me a valuation model"
X Link 2025-11-12T07:08Z 24.7K followers, [----] engagements
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