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@fintegrate "$FICO 😂 Elbows out my $NOW and $CRWD positions. Has it eyes trained on $SE and $AMZN to break into Top 10"
X Link @fintegrate 2025-10-02T13:51Z 3454 followers, 1605 engagements

"Pretty incredible that in spite such great results and new growth drivers $MELI has still underperformed the $SPX by such a large margin over the last X years. Low growth companies like $AAPL have outperformed it by a huge margin 🤷♂"
X Link @fintegrate 2025-10-14T11:57Z 3453 followers, 8404 engagements

"Some people torched multi million dollar amounts on Friday on what was a very minor drawdown in major indexes. - Diversification gets a bad wrap but basic risk management will save you. - If youve already made it dont put yourself in a position where u have to make it again"
X Link @fintegrate 2025-10-12T13:27Z 3456 followers, 1274 engagements

"One of the biggest changes to how I now invest is new positions receive market weight according to capitalization vs a conviction weight. I let market determine success or failure. Partly because new money doesnt move the needle like it initially did $FICO only exception here"
X Link @fintegrate 2025-10-04T12:59Z 3453 followers, XXX engagements

"I dont mind taking valuation risk- time typically makes this better. I hate taking business risk- time typically makes this worse"
X Link @fintegrate 2025-10-09T12:08Z 3453 followers, 2121 engagements

"Network effect businesses are really amazing. They are the only ones where a solution could be objectively worse than competitors in the market but you still win anyway because the exit tax is so high to get out. $FICO $MCO $MA"
X Link @fintegrate 2025-09-11T12:45Z 3454 followers, 4619 engagements

"@ViharErda Not particularly. I scale in fairly slowly into new names at decreasing price points. This will never be a $FICO type ad for me as I dont have such high conviction but if the SEC turns out to be a non event and the business maintains its growth prices will look good in XX mth"
X Link @fintegrate 2025-10-07T00:51Z 3455 followers, XXX engagements

"Had a moment to analyze $WTC result in more detail. Market has been too myopic sending this down. WTC is first hybrid SaaS/trans model co moving to full trans model driven by Agentic AI. Disrupting itself to capture full value from productivity it will bring. Will own this market"
X Link @fintegrate 2025-08-28T11:03Z 3453 followers, 1862 engagements

"Still marvel at the move that $FICO pulled off last week. -Cut middlemen like $EFX - Set up a bigger profit pool - Went from govt pariah to govt hero - Gave Pukte the credit Bureaus will have to push Vantage hard but like $NVDA competitors think theyll find free isnt enough"
X Link @fintegrate 2025-10-08T12:09Z 3453 followers, 2015 engagements

"I find that anything less than a 10x hasnt made a mark in the portfolio unless Ive put weight. $SHOP $META the standouts here. However anything 20x and beyond didnt need a lot of weight to make a real impact. $PME $MELI case in point. The Exponential impact of compounding"
X Link @fintegrate 2025-10-15T13:06Z 3453 followers, XXX engagements

"@simonseverino I expect $Fico will have a gangbuster XX. My bet is back to ATHs by EOY"
X Link @fintegrate 2025-10-10T12:30Z 3454 followers, XXX engagements

"Ive owned $PME Promedicus for XXX years. Im planning to own for at least another X more without selling shares. I suspect when my XX years timeline rolls around the biggest regret that Ill have is not that I didnt take profits but that I didnt bet bigger or average up"
X Link @fintegrate 2025-10-06T13:15Z 3453 followers, XXX engagements

"@adrewrogers Very much so. This and $SE have greatly tested my patience these last X years but SE shows whats possible when a good business rights the ship"
X Link @fintegrate 2025-10-15T13:01Z 3453 followers, 1289 engagements

"Software is not created equally. Logistics software that can give participants a look through all aspects of the supply chain and where items are at any point in time lends itself well to defensible network effects that cant be replicated with a DIY approach. Its why $WTC wins"
X Link @fintegrate 2025-09-15T12:15Z 3453 followers, 1010 engagements

"-1.3% September vs XXX% $SPX. XXXX% vs XXXX SPX YTD. XXXX% 10yr CAGR Adds: $ISRG $APP Hmmcould have been better Allocations: $WTC -XXXX% $NVDA-8.4% $META -XXX% $PME - X% $MELI- X% $MA-5% $MSFT -X% $SHOP -X% $AMZN -XXX% $SE-3% More in Profile link"
X Link @fintegrate 2025-10-05T17:50Z 3456 followers, 2224 engagements

"People seem to think that AI will be a headwind for ratings businesses like $MCO or $SPGI as AI enables alternative models. The reverse will be true. A flood of new AI entrants- will only solidify the position of the incumbents as market participants look for greater certainty"
X Link @fintegrate 2025-10-05T11:52Z 3453 followers, 2343 engagements

"@CannaInform 😂 no no Wisetech Global"
X Link @fintegrate 2025-10-15T15:13Z 3453 followers, XX engagements

"@X______0x @trade_valor Not really- they will adapt these scores based on the elements that give best insight into credit usage eg they recently added BNPL into score elements. Main thing is they retain predictive capabilities that are favored by investors in securitization markets"
X Link @fintegrate 2025-10-09T14:37Z 3454 followers, XX engagements

"$SE is a special one for me. Its not a 50x like $PME or a 35x like $MELI. Not even a 10x like $HIMS. SE isnt in my Top XX returners. I did everything wrong with this one. Too big a position at too high a price. Was still able to win ugly anyway SE has more winning to do"
X Link @fintegrate 2025-09-25T12:49Z 3453 followers, 2070 engagements

"@davey_juice $ASML will be lumpy but $FICO will grow earnings mid 20's+ for next few years and trades at 35-40x NTM earnings particularly after the new deal it just executed"
X Link @fintegrate 2025-10-05T13:42Z 3453 followers, XXX engagements

"$FICO $EFX Direct to lender pincer move"
X Link @fintegrate 2025-10-02T01:33Z 3453 followers, 2062 engagements

"This has been a strange year in my portfolio. Really good long term value creators like $TTD $HUBS $TEAM $WTC have been crushed down 30-50%. FWIW I dont think these are permanently impaired. Whats helped is $NVDA $RKLB $DRO $ALAB $CRDO up 100-500% Net net an average yr"
X Link @fintegrate 2025-10-10T12:14Z 3453 followers, 1468 engagements

"It was a pretty meaningful mark in my investment journey when the capital appreciation from my investments each year surpassed the income I took home from my day job. Power of compounding hits you hard then"
X Link @fintegrate 2025-09-24T12:14Z 3456 followers, 1397 engagements

"My 3rd anniversary of buying my biggest tranche of $NVDA. Has become 15x since. Bought a bunch of times after this as well. Now my 2nd largest position and one of the fastest Ive owned to 10x+. Only $CELH was quicker"
X Link @fintegrate 2025-10-07T12:23Z 3453 followers, 1272 engagements

"So this is where I ended on $FICO. XX adds. First buys last year in May24 at $1180. 35x NTM c/f. Biz was much better than my original assessment. Added too early this year but hit it hard $1400. My accumulation is done (unless $1200 comes). Fav and biggest buy at $1310"
X Link @fintegrate 2025-10-03T10:20Z 3453 followers, 1703 engagements

"Felt psychologically pretty secure once we crossed $5M. This was because even a XX% drawdown from there would still mean we had access to a pretty good base should things decline. The extra few $M from there has had very little impact. All relative but that was plenty for us"
X Link @fintegrate 2025-10-12T12:02Z 3453 followers, 1751 engagements

"Tell me youre max long without telling me youre max long. As I said Govt Pariah to Govt Hero $FICO Not good news for $EFX and the rest"
X Link @fintegrate 2025-10-13T14:17Z 3453 followers, 3511 engagements

"Today is my 9th anniversary of owning Wisetech Global ($WTC). I have bought another X times since and it has become a X figure position for me. The co has become a XX bagger in this time. Along with $NVDA $MELI and $PME this company changed my life. Find these- its worth it"
X Link @fintegrate 2025-09-02T11:35Z 3453 followers, 25.1K engagements

"$WTC result was fairly good though EBITDA guidance left market disappointed. Rev XX% cash flow 25-30% E2 open will produce strong synergy (with temporary margin dilution) Bigger story- CTO released transforming to agenetic AI transaction based platform Best to come"
X Link @fintegrate 2025-08-27T11:26Z 3453 followers, 2902 engagements

"Vet everything you see on here. Amount of times Ive seen $FICO quoted at 60x earnings Markets look forward NTM matters more than last year Check Y/E dates. FICO is Sept Its XX already for it Record of beating consensus also important"
X Link @fintegrate 2025-10-14T11:01Z 3453 followers, 1079 engagements