@valiovalentino Three-Legged Stool

Three-Legged Stool posts on X about ai, $adbe, adobe, $wkl 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 technology brands finance automotive brands cryptocurrencies fashion brands luxury brands countries social networks currencies

Social topic influence ai, $adbe #40, adobe, $wkl, investment, fund #1354, ceo, $now, business, company

Top assets mentioned Adobe, Inc. (ADBE) Now Coin (NOW) Novo-Nordisk (NVO) Alphabet Inc Class A (GOOGL) American Tower Corp (AMT) Salesforce Inc (CRM) Copart, Inc. (CPRT) Ferrari N.V. (RACE) Microsoft Corp. (MSFT) Nike Inc (NKE) Roper Technologies Inc (ROP) CoStar Group, Inc. (CSGP) ServiceNow Inc (NOW) Amazon.com, Inc. (AMZN) Metadium (META) Uber Technologies, Inc. (UBER) Airbnb, Inc. (ABNB) KEYS (KEYS) Oracle Corporation (ORCL) NVIDIA Corp. (NVDA) KKR & Co, Inc. (KKR) Fair Isaac, Corp. (FICO) Danaher Corporation (DHR) Tyler Technologies, Inc. (TYL) Hims & Hers Health, Inc. (HIMS) Figma, Inc. (FIG)

Top Social Posts

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

"@SayNoToTrading The real risk isnt AI. Its $FDS being squeezed on both ends: 1) secular shift from active to passive 2) competitors eroding the lower end"
X Link 2025-10-01T09:08Z [--] followers, [---] engagements

"The market obviously considers Wolters Kluwer $WKL an 'AI loser'. Is it though Let's take a look at its moat: [--]. Clean Curated Data WKLs decades-long investment in cleaning verifying and standardizing chaotic public records means their dataset is not just bigger but reliable. Public AI will always struggle with garbage in garbage out while WKL has a proprietary gold standard dataset. [--]. The Taxonomy Layer Their proprietary indexing headnotes and taxonomy turn information into usable knowledge. An intellectual structure cant simply be replicated by AI scraping. [--]. Workflow Integration"
X Link 2025-10-07T11:37Z [--] followers, [--] engagements

"Market will recognize reality eventually. $ADBE has been shipping at a startup pace lately: Firefly Express the PDF business turning into a generative AI platform Premiere on iPhone and native AI features across Photoshop and Illustrator enterprise-grade AI workflows. Let's see who gets disrupted. When does Adobe become too cheap to ignore - 10Y low P/E - FWD P/E of 15.25x - FCF Yield of 6.58% $ADBE https://t.co/2Ioe4LPY0L When does Adobe become too cheap to ignore - 10Y low P/E - FWD P/E of 15.25x - FCF Yield of 6.58% $ADBE https://t.co/2Ioe4LPY0L"
X Link 2025-10-08T12:13Z [--] followers, [--] engagements

"$ADBE has been shipping at a startup pace lately: Firefly Express the PDF business turning into a generative AI platform Premiere on iPhone and native AI features across Photoshop and Illustrator enterprise-grade AI workflows. When does Adobe become too cheap to ignore - 10Y low P/E - FWD P/E of 15.25x - FCF Yield of 6.58% $ADBE https://t.co/2Ioe4LPY0L When does Adobe become too cheap to ignore - 10Y low P/E - FWD P/E of 15.25x - FCF Yield of 6.58% $ADBE https://t.co/2Ioe4LPY0L"
X Link 2025-10-08T13:04Z [--] followers, [---] engagements

"That's a big question but here are a few thoughts: - a shift from individual tools to integrated workflows - taste becomes the differentiator in a tsunami of AI slop - creative work becomes more orchestrated - Canva and Figma may feel a squeeze if pros stick with Adobe while casual users get free or embedded AI tools elsewhere"
X Link 2025-10-08T13:38Z [--] followers, [--] engagements

"Ferrari $RACE stock obliterated today. BUT.Ferrari has a history of setting modest targets and exceeding them. Selling prices are up 60% in a decade. Sales volumes almost doubled since 2014"
X Link 2025-10-09T12:39Z [--] followers, [----] engagements

"This captures the vibe but not the structure. The AI boom isnt built on a single unprofitable startup; its built on trillion-dollar incumbents using that startup as a catalyst to justify massive long-horizon investments. $MSFT $AMZN $GOOGL $META $NVIDIA Let me get this straight: The main anchor of the current AI economy is an unprofitable company with $10 bln in revenue promising to spend a trillion in the next [--] years This is not a statement regarding the future potential of AI but rather one regarding mid-term growth Let me get this straight: The main anchor of the current AI economy is an"
X Link 2025-10-10T07:55Z [--] followers, [--] engagements

"@JerryCap They bought Uber in Q4 [----] but dropped it for Airbnb the next quarter. https://x.com/valiovalentino/status/1973673550893510713 Why did Akre swap Uber $UBER for Airbnb $ABNB John Neff (portfolio manager) initially pushed for Uber. The fund took a small stake in [----]. But his analysts made the case for Airbnb instead. They argued that Ubers network effect is local. Strong in one city but not https://x.com/valiovalentino/status/1973673550893510713 Why did Akre swap Uber $UBER for Airbnb $ABNB John Neff (portfolio manager) initially pushed for Uber. The fund took a small stake in 2024."
X Link 2025-10-10T13:07Z [--] followers, [---] engagements

"There are easier battles than trying to replace the plumbing of global commerce. $XYZ"
X Link 2025-10-10T14:20Z [--] followers, [---] engagements

"Is Microsoft Copilot turning into that thing that keeps popping up uninvited - the one you instinctively rush to close with disgust like Internet Explorer"
X Link 2025-10-12T07:34Z [--] followers, 14.5K engagements

"Adobe: Listen AI can produce an image or a video but you are underestimating professional needs: version control non-destructive editing precise color profiles print standards project consistency collaboration feedback loops brand compliance. Those arent solved by AI image generators. Pro design lives in complex structured workflows that's out home turf. And we are weaving AI into everything. The market: No $ADBE"
X Link 2025-10-13T15:24Z [--] followers, [--] engagements

"@PythiaR @jbulltard1 Buffett made $2 billion from its merger arbitrage bet on Microsoft-Activision in 2023"
X Link 2025-10-14T04:25Z [--] followers, [--] engagements

"For all the hype Gemini just isn't good enough. Struggling with Excel and hallucinations. $GOOG"
X Link 2025-10-17T09:03Z [--] followers, [--] engagements

"@JerryCap I don't get the community part. It's a marketplace and relationships are transactional not communal. Sometimes I wonder whether the Akre guys regret selling Uber to buy this"
X Link 2025-10-10T12:58Z [--] followers, [---] engagements

"@Invesquotes $KEYS refuses do disclose AI revenue - downgrade. $ADBE discloses it - too small downgrade"
X Link 2025-10-10T13:36Z [--] followers, [---] engagements

"@abroninvestor The extent of the drop was disappointing. As if Ferrari is the only thing that matters. Good news like Iveco's sale the buybacks Stellantis' rise from the dead Lingotto etc. getting completely ignored"
X Link 2025-10-15T04:54Z [--] followers, [--] engagements

"Oracles long-term targets imply that it can average a little over 30% annual revenue growth over the next five years. That would be a feat the 48-year-old company hasnt managed since the 90s.🤯 $ORCL"
X Link 2025-10-17T13:48Z [--] followers, [----] engagements

"Porsche's luxury with scale approach isn't working. $RACE $P911"
X Link 2025-10-18T08:23Z [--] followers, [---] engagements

"Private equity is having a 'natural washout' moment"
X Link 2025-10-19T06:38Z [--] followers, [--] engagements

"Is OpenAI trying to build a moat based on systemic importance Its ecosystem now underpins massive market valuations and infrastructure plans. $ORCL $AVGO $NVDA $AMD"
X Link 2025-10-21T07:59Z [--] followers, [--] engagements

"$KKR says global credit remains a resilient and consistent source of income"
X Link 2025-10-21T09:38Z [--] followers, [--] engagements

"Novo Nordisk $NVO is a mess but the market should probably cheer Sorensen stepping back into the limelight. He built Novos first-mover advantage in insulin and obesity drugs between 2000-2016. Obviously grew impatient with the slow and incompetent management"
X Link 2025-10-22T12:29Z [--] followers, [---] engagements

"@investseekers This is a bit vague. What does Sorensen want that the board rejects"
X Link 2025-10-22T16:06Z [--] followers, [--] engagements

"Googles deal with Anthropic is a powerful validation of TPUs. "A surge of interest in TPUs is likely to direct the attention of other AI startups and new customers toward Googles cloud helping the company leverage its years of investment in the chip." $GOOG $GOOGL"
X Link 2025-10-24T07:07Z [--] followers, [--] engagements

"Leveraged ETFs can make sense only if you really understand volatility decay and timing or if you ignore the risk entirely and get lucky. $TSLA"
X Link 2025-10-24T07:29Z [--] followers, [---] engagements

"@Invesquotes The Coca-ColaAdobe collaboration illustrates how Adobe is adapting to AI. In Project Fizzion Adobe isnt being replaced its the enabler"
X Link 2025-10-25T04:13Z [--] followers, [---] engagements

"$LVMH is a strange Akre Capital addition considering their preference for 'bottleneck businesses'. However if you think about how they define bottleneck businesses (global secular tailwinds moat funneling demand and superior economics) LVMH kind of fits. But it doesn't fit like $AMT or $VISA do"
X Link 2025-10-27T12:08Z [---] followers, [---] engagements

"Akre Capital has been selling American Tower $AMT. [--] reasons as outlined in their May call: [--]. FCF per share is expected to grow in the mid to high digit percent range "which is below our standards". [--]. The reinvestment opportunity set has narrowed. AMT is focused on developed markets where tower growth is more expensive. Also Coresite represents 9% of revenue but 35% of capex. [--]. They need cash. Akre Fund's Nov '23 investor call had a great deep dive on $AMT. John Neff: "The cell tower business remains one of the best businesses we've ever encountered." Chris Cerrone's replacement analysts"
X Link 2025-10-27T13:11Z [---] followers, [----] engagements

"Novo Nordisks margins remain absurdly high despite all the talk about competition pricing pressure compounders and new entrants. $NVO"
X Link 2025-10-28T12:05Z [---] followers, [---] engagements

"Adobe's game is clear. Its trying to make Creative Cloud the creative AI operating system where every stage of content creation happens without ever leaving Adobe. $ADBE 📣 Update your Creative Cloud products and take the all-new Adobe Firefly for a spin. Today's #AdobeMAX release includes dozens of new AI-powered features and tools that will help you move faster so you can spend more time on the creative work you love. Check out [--] new ways 📣 Update your Creative Cloud products and take the all-new Adobe Firefly for a spin. Today's #AdobeMAX release includes dozens of new AI-powered"
X Link 2025-10-28T13:20Z [---] followers, [---] engagements

"Adobes moves also offer an early glimpse of how AI monetization may evolve. It's trying to productize AI into tiered recurring revenue streams"
X Link 2025-10-28T13:25Z [---] followers, [---] engagements

"Apparel is a very hard business. Take Puma and VF Corp for example. You can delude yourself for years into thinking youre holding compounders only to get almost completely wiped out. And mind you both Puma and VF have had some very capable management teams over the years. $VFC $PUM $NKE $LULU $DECK"
X Link 2025-10-29T08:02Z [---] followers, [---] engagements

"Meanwhile in value-investing land. $FI"
X Link 2025-10-29T13:41Z [---] followers, 66.9K engagements

"Microsoft can't keep up with AI demand. $MSFT"
X Link 2025-10-30T09:16Z [---] followers, [--] engagements

"Wolters Kluwer rerated over the past decade in line with rising margins and improving ROIC. Until the market branded it an AI loser and sent it back to square one. $WKL"
X Link 2025-10-30T10:19Z [---] followers, [----] engagements

"The Akre Focus Fund has converted to an ETF. Expense ratio cut to 0.98% from 1.33%"
X Link 2025-10-30T16:47Z [---] followers, [---] engagements

"Canva giving away Affinity means its fighting for relevance not dominance. Bundling Express + Acrobat + Firefly eats into Canvas base while deepening lock-in across Creative Cloud and Document Cloud. $ADBE $ADBE Canva Makes Affinity Software Free In Fresh Challenge To Adobe Canva Design Model: World-first AI model that understands complexities and ingredients of design. AI Where You Work: Bring your imagination to life in every part of the design process plus a new design $ADBE Canva Makes Affinity Software Free In Fresh Challenge To Adobe Canva Design Model: World-first AI model that"
X Link 2025-10-30T19:42Z [---] followers, [---] engagements

"Azure vs AWS vs Google Cloud $AMZN $GOOG $MSFT"
X Link 2025-10-31T05:25Z [---] followers, [---] engagements

"The opposite of the Mag [--] is the Shitty [--]. $ADBE $CRM $WDAY"
X Link 2025-10-31T13:35Z [---] followers, [---] engagements

"@TacticzH It's not unusual for pharma companies to trade at singe digit P/E. Abbvie a few years ago and Merck most recently"
X Link 2025-10-31T13:41Z [---] followers, [---] engagements

"Even with capex running at $20 billion a quarter now Google can sustain that pace without even stressing the balance sheet. $GOOG"
X Link 2025-11-02T12:54Z [---] followers, [---] engagements

"Sometimes I wonder if $Meta shareholders get tired of the constant investment frenzy. Cambridge Analytica ATT TikTok the metaverse now AI. I suppose this is the price of building your empire on land you don't own"
X Link 2025-11-07T10:43Z [---] followers, [---] engagements

"Copart losing in AI. $CPRT"
X Link 2025-11-07T11:56Z [---] followers, 24.9K engagements

"In [----] @scuttleblurb noted that Copart was in a sweet spot: cars getting pricier to fix and safer but not safe enough to cut accident frequency. Part of the recent weakness probably due to the perception that rapid AI-enabled safety will compress salvage volumes. Copart losing in AI. $CPRT https://t.co/duDE27am6V Copart losing in AI. $CPRT https://t.co/duDE27am6V"
X Link 2025-11-07T12:36Z [---] followers, 24.3K engagements

"KKR raised $43 billion in new capital in Q3 the second-highest quarterly total in the firms history. $KKR"
X Link 2025-11-09T07:21Z [---] followers, [---] engagements

"With his current cash pile Buffett/Berkshire could buy [--] Estee Lauders and [--] Constellation Softwares. I used to think that I can just use Buffett as an indicator for when to buy and when to sit on my ass but that's an incorrect approach. Luckily I realized that his game is different than mine. His investment universe is very limited. As he put it: "There remain only a handful of companies in this country capable of truly moving the needle at Berkshire and they have been endlessly picked over by us and by others." We could look for bargains everywhere. He can't $BRK"
X Link 2025-11-09T15:21Z [---] followers, [--] engagements

"@Invesquotes Deutsche cut Wolters Kluwer's tatget because the whole sector 'has derated'. Nothing to do with performance. Q3 was better than expected"
X Link 2025-11-10T16:49Z [---] followers, [---] engagements

"Bayer bought Monsanto in [----]. You know a deal wasn't good when after [--] years you are still being hit with [--] bln euro in special items per Q. $BAY"
X Link 2025-11-12T12:38Z [---] followers, [---] engagements

"Akre boosts $FICO $CPRT holdings. Cuts $DHR by half. $AMT gone almost entirely"
X Link 2025-11-14T05:33Z [---] followers, [---] engagements

"Morningstar does a good job describing Keysight's moat. Not an easy business to understand but worth trying. Skip the 10-k. Read Morningstar's report or the @Invesquotes deep dive. $KEYS"
X Link 2025-11-16T14:09Z [---] followers, [----] engagements

"After two years of following Exor I'm still struggling to wrap my head around the discount to NAV. The companies are decent overall. Elkann's track record is strong. SOTP jokes cyclicality turnarounds. None of these justify the widening gap. I'm starting to think Juventus' accounting shenanigans may be causing investors to think the same may be going on at Exor. It's ridiculous but this is where I'm at. http://exo.as http://exo.as"
X Link 2025-11-17T18:35Z [---] followers, [--] engagements

"@Invesquotes There's an added bonus: your reasonably priced stocks languishing at 52-week lows will start dropping at a faster pace than the overall market"
X Link 2025-11-18T08:50Z [---] followers, [--] engagements

"The only buyer of $ADBE shares is Adobe"
X Link 2025-11-19T16:33Z [---] followers, [--] engagements

"Adobes Semrush acquisition seems like a sensible move to add AI search visibility capabilities to Experience Cloud. Customers are already asking LLMs stuff like: Whats the best running shoe for flat feet These answers come from LLM training data + brand presence in AI ecosystems. Semrush gives Adobe data on how brands are perceived by LLMs and tools to optimize that visibility. $ADBE"
X Link 2025-11-20T09:52Z [---] followers, [--] engagements

"Adobe is becoming a model aggregator. $ADBE Introducing Gemini [--] (with Nano Banana Pro) in @AdobeFirefly Unlock unlimited image generations and endless creative opportunities with Firefly and Creative Cloud Pro plans until Dec [--]. Learn more: https://t.co/DyjHMdDRwq https://t.co/BLBYdCubbE Introducing Gemini [--] (with Nano Banana Pro) in @AdobeFirefly Unlock unlimited image generations and endless creative opportunities with Firefly and Creative Cloud Pro plans until Dec [--]. Learn more: https://t.co/DyjHMdDRwq https://t.co/BLBYdCubbE"
X Link 2025-11-21T08:56Z [---] followers, [----] engagements

"Adobe & Semrush can help Amazon position itself better in AI search. $ADBE"
X Link 2025-11-27T16:59Z [---] followers, [---] engagements

"The Akre Focus Fund discussed the following companies during their November call: $LVMH $FICO $CPRT $ROP $ABNB $CSGP $DHR Here are my notes: LVMH LVMH achieved 10% growth over the [--] years through [----]. Long-term returns will mirror FCF/share share and LVMH will likely grow faster than the market over the next decade (above 10%). The company is a unique investment because its growth rate can persist for a very long time. The risk of disruption is low and the compounding runway is long. Luxury brands are extremely difficult to create from scratch because they require authenticity mythology and"
X Link 2025-11-29T15:15Z [---] followers, [----] engagements

"In recent months use of ChatGPT has been growing faster than Geminis"
X Link 2025-11-30T13:11Z [---] followers, [---] engagements

"@QualityInvest5 Adobe is trying to capture the lightweight creator segment and expand the top of its funnel"
X Link 2025-12-03T05:15Z [---] followers, [---] engagements

"OpenAI will be fine. In recent months use of ChatGPT has been growing faster than Geminis. https://t.co/VMXTOlYOip In recent months use of ChatGPT has been growing faster than Geminis. https://t.co/VMXTOlYOip"
X Link 2025-12-03T13:31Z [---] followers, [--] engagements

"$NVDA makes too much money"
X Link 2025-12-03T14:46Z [---] followers, [---] engagements

"Top of my podcast list again. Thanks @BarrySchwartzBW and @ErnestWongBWM. The mix of Barry's optimism and Ernest's independent thinking is addictive"
X Link 2025-12-03T16:55Z [---] followers, [--] engagements

"The problem with looking too far back when comparing company numbers is that you may end up comparing two essentially different businesses. Take Wolters Kluwer for example. Twenty years ago it was a loose collection of traditional publishing houses struggling to adapt to the internet. Today it is a workflow-software provider that integrates data into complex professional processes. $WKL https://twitter.com/i/web/status/1998044687509197105 https://twitter.com/i/web/status/1998044687509197105"
X Link 2025-12-08T14:59Z [---] followers, [---] engagements

"The bet on workflow integration is a strategy increasingly being adopted as defense against generative AI. $ADBE does a similar thing and it may the only strategy that works. If WKL remained a publisher that just sells access to data a smart AI chatbot would a mortal threat. Instead WKL built the pipes and machinery that professionals work inside of. AI then becomes a feature inside the machine rather than a competitor outside of it"
X Link 2025-12-08T15:19Z [---] followers, [---] engagements

"Narayen: Models are just an on-ramp to the entire marketing/creative process. 95% of content creation is still happening in tools where Adobe is the best. $ADBE"
X Link 2025-12-09T09:41Z [---] followers, [---] engagements

"Adobe is casting a much wider net by offering tools for free or low cost. Strategy is working: - MAUs for freemium offerings (Firefly Express Premiere Mobile) surpassed [--] million in Q4 up 35% year-over-year. $ADBE"
X Link 2025-12-11T10:25Z [---] followers, [---] engagements

"@Healthstockpick Management's execution very disappointing. They were caught napping in China and now have to scramble to save their market access for the upcoming spring tender"
X Link 2025-12-11T14:09Z [---] followers, [---] engagements

"Never seen anything like this. Carl Zeiss Meditec $AFX was up 6% after earnings. Then interim CEO Pecher decided to rip the management to pieces sending the stock 15% lower. Some of his points: The company boasts great engineering but very undisciplined. Too scientific (focusing on invention over profit). Too slow (lagging on localization in China). Too fragmented (inefficient global structure). https://twitter.com/i/web/status/1999124475674050594 https://twitter.com/i/web/status/1999124475674050594"
X Link 2025-12-11T14:29Z [---] followers, [---] engagements

"A little context: Pecher isnt just an interim hire; he is the CEO of the entire Zeiss Group (the parent company). He is the 'big boss.' Before running the whole group Pecher ran Zeiss SMT (Semiconductor Manufacturing Technology) the crown jewel of the group. He may be trying to bring that ruthless high-efficiency semiconductor mindset into the medical division which he views as good at science but bad at business"
X Link 2025-12-12T12:54Z [---] followers, [--] engagements

"The ability for everyday investors to participate in early-stage high-upside innovation has been eroded. The public market is no longer a starting line but the finish line"
X Link 2025-12-14T16:30Z [---] followers, [---] engagements

"I expect Lina Khan to take a victory lap for the blocked Amazon-iRobot deal just like she did after Adobes failed Figma acquisition. $IRBT iRobot the company that makes the Roomba robot vacuum cleaner has filed for bankruptcy. It has reached a restructuring support agreement that will hand control to its main supplier and lender Shenzhen PICEA Robotics and Santrum Hong Kong. https://t.co/81rtQBE0xJ 📷: David https://t.co/Jc7fv8YG3z iRobot the company that makes the Roomba robot vacuum cleaner has filed for bankruptcy. It has reached a restructuring support agreement that will hand control to"
X Link 2025-12-15T08:22Z [---] followers, [---] engagements

"The 52-week low list features several interesting names"
X Link 2025-12-16T10:18Z [---] followers, 52.2K engagements

"MSCI insider buys. $MSCI"
X Link 2025-12-16T10:25Z [---] followers, [---] engagements

"Microsoft is losing in AI. I asked @Copilot (directly in Outlook) to summarize @borrowed_ideas's email about the maintenance opex at Adobe vs Airbnb. It didn't even nail the topic"
X Link 2025-12-16T13:05Z [---] followers, [----] engagements

"@Hap0606 @MaximeDrol26804 It's flat for the year"
X Link 2025-12-17T08:38Z [---] followers, [--] engagements

"If you buy Exor you buy Ferrari $RACE. But you also buy CNH Industrial a sluggish capital-intensive low-margin machinery vendor that bleeds market share in a shrinking agricultural sector. You also buy Stellantis a bloated dysfunctional mess that is choking on massive piles of unsold inventory while its fourteen cannibalistic brands confuse customers into buying elsewhere. $CNH $RACE $STLA $EXO.AS https://twitter.com/i/web/status/2001608364917244164 https://twitter.com/i/web/status/2001608364917244164"
X Link 2025-12-18T10:59Z [---] followers, [----] engagements

"Nikes fourth consecutive yearly decline shows it failing the Munger test: "If it won't stand a little mismanagement it's not much of a business." $NKE"
X Link 2025-12-19T07:39Z [---] followers, [---] engagements

"@Breadcrumb_Cap True. I'm just pondering on the large discount. Maybe Exor traded at a smaller discount in the past thanks to Marchionne. Now the market is judging Elkann's independent track record as a capital allocator and the verdict is currently skeptical"
X Link 2025-12-19T12:13Z [---] followers, [--] engagements

"Most investors love dividends. Buffett doesnt. In his [----] letter he explained why - using simple math 👇"
X Link 2025-12-21T16:34Z [---] followers, [---] engagements

""With an outstanding reinvestor at the helm even an ordinary business can become a remarkable compounding machine." Chuck Akre"
X Link 2025-12-22T18:07Z [---] followers, [---] engagements

"Private equity has historically outperformed public equities according to KKR"
X Link 2025-12-23T05:33Z [---] followers, [---] engagements

"@ReneSellmann Gulden is a very strong CEO and Adidas will work as long as he is there. Check out his track record at Puma"
X Link 2025-12-25T11:35Z [---] followers, [---] engagements

"73% of active managers are trailing the S&P 500"
X Link 2025-12-27T06:11Z [---] followers, [--] engagements

"Microsofts investment in OpenAI was a home run - 10x return a deep Azure partnership and privileged access to frontier models. But go-to-market execution has been poor. Instead of deep workflow integration we got a very incapable Copilot button plastered everywhere. it took you three years https://t.co/XVPsFMB5Va it took you three years https://t.co/XVPsFMB5Va"
X Link 2025-12-28T10:13Z [---] followers, [---] engagements

"@returnoncap I was until I examined the Refinitiv acquisition. https://x.com/i/status/1972921264793596227 Let's get real about $LSEG. Chris Hohn sold the majority of TCIs 5% stake in LSEG late [----] after failing to reinstate former CEO Rolet. He was right because what followed was an enormous wealth transfer from LSEG shareholders to Blackstone and Thomson Reuters New mgmt https://x.com/i/status/1972921264793596227 Let's get real about $LSEG. Chris Hohn sold the majority of TCIs 5% stake in LSEG late [----] after failing to reinstate former CEO Rolet. He was right because what followed was an"
X Link 2025-12-28T14:46Z [---] followers, [---] engagements

"Over [--] years Buffett Partnership Ltd. earned a 2795% total return while the Dow gained just 153%. Even after Buffett took his share partners still ended up with a 1503% return"
X Link 2025-12-30T07:02Z [---] followers, [---] engagements

"@TidefallCapital Puma is at Costco I thought they were trying to go upmarket. Is Nike there too"
X Link 2025-12-30T15:46Z [---] followers, [---] engagements

"Market refuses to value $NKE as an apparel company"
X Link 2025-12-31T15:48Z [---] followers, [---] engagements

"@DutchInvestors Exors NAV discount was smaller under Marchionne despite worse assets and unchanged family control"
X Link 2026-01-01T09:14Z [---] followers, [--] engagements

"Hedge fund gainers of 2025"
X Link 2026-01-02T16:52Z [---] followers, [---] engagements

"Top Insider Sellers of [----] [--]. Jeff Bezos Total value sold: $5654270394 [--]. Safra Catz Total value sold: $2531343305 [--]. Michael Dell Total value sold: $2222753261 [--]. Jensen Huang Total value sold: $1048586165 [--]. Jayshree Ullal Total value sold: $975839433 [--]. Mark Zuckerberg Total value sold: $944785836 https://twitter.com/i/web/status/2007135118444343624 https://twitter.com/i/web/status/2007135118444343624"
X Link 2026-01-02T17:01Z [---] followers, [---] engagements

"A lot of posts about triple-digit percentage returns but very few about mistakes. Here are e few: I sold Samsung in May frustrated by its inability to have its HBM chips approved by Nvidia and having its ass kicked by TSMS and Hynix. The stock has doubled since then. I started building a position in Lam Research in April at about $60. Stock jumped to $70 almost immediately and I stopped buying. Lam currently trades at $185. 🤡🤡🤡 https://twitter.com/i/web/status/2007455647701328292 https://twitter.com/i/web/status/2007455647701328292"
X Link 2026-01-03T14:14Z [---] followers, [--] engagements

"A lot of posts about triple-digit percentage returns but very few about mistakes. Here are e few: I sold Samsung in May frustrated by its inability to have its HBM chips approved by Nvidia and having its ass kicked by TSMC and Hynix. The stock has doubled since then. I started building a position in Lam Research in April at about $60. Stock jumped to $70 almost immediately and I stopped buying. Lam currently trades at $185. 🤡🤡🤡 https://twitter.com/i/web/status/2007456310929797619 https://twitter.com/i/web/status/2007456310929797619"
X Link 2026-01-03T14:17Z [---] followers, [---] engagements

"The dot-com bubble was something else in terms of IPOs"
X Link 2026-01-08T17:13Z [---] followers, [---] engagements

"Novo Nordisk is one of those European companies where the innovation engine is strong but management disappoints. Carl Zeiss Meditec is another. $AFX $NVO"
X Link 2026-01-09T17:33Z [---] followers, [---] engagements

"All recent $ADBE downgrades sound the same: "Stock is down a lot so we have to adjust.""
X Link 2026-01-12T16:48Z [---] followers, [----] engagements

"Remember what happened last time when analysts 'soured' on $ADBE"
X Link 2026-01-13T17:10Z [---] followers, [---] engagements

"@ErnestWongBWM You overdosed on Adobe takes didn't you"
X Link 2026-01-14T16:37Z [---] followers, [---] engagements

"This kind of talk makes me very uncomfortable. $NOW Nobody knows how to come out swinging on an earnings call like Bill McDermott $NOW https://t.co/IArMlU2hTJ Nobody knows how to come out swinging on an earnings call like Bill McDermott $NOW https://t.co/IArMlU2hTJ"
X Link 2026-01-14T19:02Z [---] followers, [---] engagements

"These posts beside being cheap clickbait material are getting tiresome. Why will ServiceNow maintain this growth rate in the future That's a more interesting question. Is ServiceNow getting disrupted by AI $NOW https://t.co/n7KYRGy4pU Is ServiceNow getting disrupted by AI $NOW https://t.co/n7KYRGy4pU"
X Link 2026-01-18T15:46Z [---] followers, [--] engagements

"Maybe it's time to re-read this. "Software has long been available cheaply or even for free yet this code has never been a viable substitute for the specialized mission-critical software provided by companies like Constellation and Topicus. Code generation alone does not create successful products." During their recent semiannual call the Akre Focus Fund discussed the AI threat to several of its holdings: Constellation Software ($CSU) Topicus ($TOI) Roper Technologies ($ROP) and CoStar Group ($CSGP). CIO John Neff noted that the idea of companies building all their own During their recent"
X Link 2026-01-19T10:07Z [---] followers, [---] engagements

"Chris Hohn broke the hedge fund profit record last year"
X Link 2026-01-19T11:27Z [---] followers, [----] engagements

"This is not a serious company. Scrapping the annual outlook a month after issuing it. Never seen anything like this. Carl Zeiss Meditec $AFX was up 6% after earnings. Then interim CEO Pecher decided to rip the management to pieces sending the stock 15% lower. Some of his points: The company boasts great engineering but very undisciplined. Too scientific Never seen anything like this. Carl Zeiss Meditec $AFX was up 6% after earnings. Then interim CEO Pecher decided to rip the management to pieces sending the stock 15% lower. Some of his points: The company boasts great engineering but very"
X Link 2026-01-22T11:37Z [---] followers, [----] engagements

"@GodfriedMe Elliott can't do anything. Its too small for them and controlled by a foundation"
X Link 2026-01-22T11:39Z [---] followers, [---] engagements

"@JerryCap It seems so. Their products are the best but making money was not a priority until recently. Oddly enough Zeiss SMT (ASML optics) is doing great. Both Zeisses are controlled by the same foundation"
X Link 2026-01-22T15:33Z [---] followers, [--] engagements

"Dassault Systemes in a 55% drawdown now. It's marketing-heavy and opaque reporting never ceases to amaze. Constant-currency vs. nominal IFRS vs. non-IFRS. come on you are a big boy no need for this. $DSY"
X Link 2025-10-23T09:04Z [---] followers, [----] engagements

"Daimler announced it was switching to Siemens NX in [----] after being a Dassault Systemes $DSY customer for [--] years. The transition took nearly five years and cost several hundred million euros as [----] engineers had to be retrained [------] CAD files had to be converted and [----] suppliers also had to make the switch to maintain compatibility. A very sticky business indeed but 50x FCF is just too expensive for a company that's barely growing. https://twitter.com/i/web/status/1981722582752677932 https://twitter.com/i/web/status/1981722582752677932"
X Link 2025-10-24T14:00Z [---] followers, [---] engagements

"European quality getting massacred ytd. $WKL $DB1 $AFX $DSY"
X Link 2025-11-09T12:10Z [---] followers, [----] engagements

"Ametek $AME is a wonderful business that just keeps going"
X Link 2025-12-05T15:24Z [---] followers, [---] engagements

"Nancy McKinstry outgoing CEO of Wolters Kluwer is one of those lesser-known but exceptional leaders who deserve far more attention. She transformed $WKL from a struggling publisher into a high-return mission-critical software and data provider. Which other low-profile CEOs deserve more recognition https://twitter.com/i/web/status/2004564652643017155 https://twitter.com/i/web/status/2004564652643017155"
X Link 2025-12-26T14:47Z [---] followers, [---] engagements

"$AMT flat for [--] years"
X Link 2026-01-11T19:36Z [---] followers, [---] engagements

"The combination of inept management and a bet on China is fire. $EL $AFX"
X Link 2026-01-22T16:34Z [---] followers, [----] engagements

"@Ardenit277930 You are talking about Zeiss SMT whichis not listed. Zeiss Meditec (listed) specializes in medtech"
X Link 2026-01-22T19:31Z [---] followers, [---] engagements

"@QualityInvest5 McDermott's behavior gives me pause. A very capable CEO obviously but his eyes seem to be on the wrong thing right now"
X Link 2026-01-31T19:14Z [---] followers, [---] engagements

"Is it really that hard to ask a real designer what Adobe is It's not classic UI-SaaS like $MNDY and $HUBS. Adobe is a state workflow and governance system. It doesnt sell an interface. It sells the system that runs creative work. JPM is right. cowork isn't replacing all enterprise software. But thats not the point. AI coding isn't coming for the database or the compliance layer. its coming for the $50/seat UI that's just a fancy way to view and edit data. Software isn't dying but the interaction JPM is right. cowork isn't replacing all enterprise software. But thats not the point. AI coding"
X Link 2026-02-07T10:30Z [---] followers, [---] engagements

"@MauchThorsten @ThierryBorgeat Wolters Kluwer ist primr ein B2B-Software- und Informationsanbieter. Der Content ist wichtig aber er ist Input in ein System nicht das Endprodukt"
X Link 2026-02-11T15:34Z [---] followers, [---] engagements

"This thing is finally cheap btw. Sentiment on software won't turn positive today. $DSY https://t.co/BDzw6oIOCW Sentiment on software won't turn positive today. $DSY https://t.co/BDzw6oIOCW"
X Link 2026-02-13T16:54Z [---] followers, [---] engagements

"During their recent semiannual call the Akre Focus Fund discussed the AI threat to several of its holdings: Constellation Software ($CSU) Topicus ($TOI) Roper Technologies ($ROP) and CoStar Group ($CSGP). CIO John Neff noted that the idea of companies building all their own software with AI tools is unrealistic and economically harmful for both creators and users. Here are some more details: Is AI eating software The Akre Fund disagrees with the narrative that easier software creation will disrupt traditional software companies. Software has long been available cheaply or even for free yet"
X Link 2025-11-27T07:57Z [---] followers, [----] engagements

"Adobe trying to counter the 'AI will replace you' narrative by pointing out that it's an operating system not a disconnected bunch of tools. $ADBE Behind every big moment on screen theres a file (or twenty) behind the scenes. https://t.co/OAKJyulefy Behind every big moment on screen theres a file (or twenty) behind the scenes. https://t.co/OAKJyulefy"
X Link 2026-02-14T13:08Z [---] followers, [---] engagements

"Do you really believe this particular company won't find a way to monetize AI $ADBE"
X Link 2026-01-28T09:25Z [---] followers, [----] engagements

"Bill McDermott talks too much about the stock price. $NOW"
X Link 2026-01-30T19:41Z [---] followers, [---] engagements

"Vibe-coding will probably go down in history as one of Wall Streets stupidest fears. The idea that companies will build all their own software with AI is unrealistic and economically harmful for both creators and users. DIY software is more expensive. It turns software into a pure cost center with no scale and no external customers to amortize costs over. That would destroy the economics of software production. https://twitter.com/i/web/status/2017612442260402437 https://twitter.com/i/web/status/2017612442260402437"
X Link 2026-01-31T14:54Z [---] followers, [---] engagements

"With all eyes on SaaS-mageddon its easy to overlook that alts are also in freefall"
X Link 2026-02-01T09:52Z [---] followers, [---] engagements

"On Tyler Technologies $TYL (@scuttleblurb 2018) "The lethargic pace of change means that as a software vendor catering to local governments you will never see year after year of 20%+ growth rates as you might in private sector. But the plus side is that once you have won an engagement you are really in there." https://twitter.com/i/web/status/2017962790800032242 https://twitter.com/i/web/status/2017962790800032242"
X Link 2026-02-01T14:06Z [---] followers, [---] engagements

"The idea that Wolters Kluwer will be disrupted because doctors will switch from UpToDate to an Anthropic plugin trained on Reddit is peak AI-panic. $WKL"
X Link 2026-02-04T04:54Z [---] followers, [----] engagements

"At this level of AI spending the ROIC math better work"
X Link 2026-02-06T04:00Z [---] followers, [----] engagements

"Hims selling a shitty oral Wegovy knockoff without the delivery tech that actually makes the pill work is the most Hims move ever. $HIMS $NVO"
X Link 2026-02-06T05:09Z [---] followers, [---] engagements

"". of the past four seismic shifts in technology internet mobile computing cloud computing and now AIAI is the first to favor incumbents over new entrants. We agree and would add that well-managed incumbents successfully co-opted those prior technological shifts as well." Akre Focus Fund Q4 [----] Commentary"
X Link 2026-02-07T12:41Z [---] followers, [---] engagements

"IPOs are exits now"
X Link 2026-02-08T09:05Z [---] followers, [---] engagements

"Akre has been going through a rough patch. Nothing in the portfolio works"
X Link 2026-02-10T16:52Z [---] followers, [---] engagements

"Sentiment on software won't turn positive today. $DSY"
X Link 2026-02-11T08:36Z [---] followers, [---] engagements

"Akre Focus Fund back into $CRM. They owned it for a while but sold it after Bret Taylor left as co-CEO. Their thesis was based on him"
X Link 2026-02-12T19:13Z [---] followers, [---] engagements

"The entire debate hinges on a single meta-question: Is AI a feature within existing software or does AI become the new dominant platform layer"
X Link 2026-02-15T12:42Z [---] followers, [---] engagements

"Figma's market cap equals Adobes annual share buyback amount. $FIG $ADBE"
X Link 2026-02-15T20:02Z [---] followers, [---] engagements

"As an owner of a little $NOW I would prefer for the mgmt team to shift its focus to other stuff away from the stock price. Many of ServiceNows top executives are canceling their regularly scheduled stock sales as part of an effort by the software company to improve investor confidence. https://t.co/IwffYrr0U0 Many of ServiceNows top executives are canceling their regularly scheduled stock sales as part of an effort by the software company to improve investor confidence. https://t.co/IwffYrr0U0"
X Link 2026-02-17T19:45Z [---] followers, [---] engagements

"Many of ServiceNows top executives are canceling their regularly scheduled stock sales as part of an effort by the software company to improve investor confidence. https://www.bloomberg.com/news/articles/2026-02-17/servicenow-executives-cancel-stock-sales-to-boost-investor-faithtaid=6994ac3dc4c82c00019f60d2&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter"
X Link 2026-02-17T17:58Z 9.8M followers, [----] engagements

"a lot of talk on here about ai being a saas killer. IMO the silent killer of many saas products is actually ai forcing a reconsolidation back to fully bundled solutions at ambrook we're consolidating onto as few core tools as possible bc we want as few sources of truth as possible for internal ai usage we've dropped point solutions that were genuinely excellent at one thing. that used to be enough to justify adopting them but it's not anymore. we're migrating back to things like google slides the great software unbundling of 2005-2025 is reversing back to a few bundled dominant players. if"
X Link 2026-02-16T16:13Z [----] followers, 13.5K engagements

"Figma's market cap equals Adobes annual share buyback amount. $FIG $ADBE"
X Link 2026-02-15T20:02Z [---] followers, [---] engagements

"Chuck Akre's team just bought $CRM and $NOW in the last couple of days and released a letter noting: "We have spent our time as a research team actively trying to shake our conviction to understand the vulnerabilities to AI that the market is ascribing. So far we have failed to do so. Our frustration is high but dwarfed by our conviction which we continue to test. Given our conviction we are doing the only thing that makes sense to us in the face of this fear-driven AI stampede over the dominant businesses we own: leaning in and buying more of these great businesses.""
X Link 2026-02-12T16:16Z 27.7K followers, 147.2K engagements

"Behind every big moment on screen theres a file (or twenty) behind the scenes"
X Link 2026-02-10T19:29Z 957.5K followers, [----] engagements