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@fintegrate "My portfolio is stacked with owner operator businesses that have destroyed the market. $MELI $PME $WTC $META $NVDA $CRWD $ZS $SE $CAVA $HIMS $TTD $ADYEY etc Amazing what motivation and right incentives can do"
@fintegrate Avatar @fintegrate on X 2025-07-24 11:21:00 UTC 2523 followers, 1137 engagements

"Up XX% now on this $WTC add. Zoomed back much faster than expected. More convinced Aus Super bottom ticked with their exit in March providing the all clear for shareholders to add. Terrible result if you have superannuation $$ invested in Aus Super funds"
@fintegrate Avatar @fintegrate on X 2025-07-22 12:18:31 UTC 2523 followers, XXX engagements

"While my portfolio has become more big tech heavy with largish weights in $NVDA $META $MSFT $AMZN returns will remain divergent from index for sometime yet. Thats because some of my bigger names like $WTC $MELI $PME $SE are nowhere to be found in a large index"
@fintegrate Avatar @fintegrate on X 2025-07-20 13:07:00 UTC 2522 followers, 1062 engagements

"$GOOG For me the problem case for Google was last quarter with only X% volume growth in paid search volume yoy This improved to X% yoy this quarter. A positive- but still very anemic. Need to watch for meaningful uptick in this before really getting too excited"
@fintegrate Avatar @fintegrate on X 2025-07-24 01:11:53 UTC 2523 followers, XXX engagements

"Today was a big day for me. Promedicus $PME became my 1st XX bagger. I strongly believe it will become a XXX bagger within the next X years Wisetech $WTC became my first X fig individual position. Its now 4x the size of what my whole portfolio was XX years ago. Grateful"
@fintegrate Avatar @fintegrate on X 2025-07-03 15:04:13 UTC 2518 followers, 6672 engagements

"New All Times Highs today in the portfolio. Congrats to all who celebrate. $MELI $NVDA $WTC $PME $META all my top names still some ways off individual highs. Still higher to go in my opinion. $FICO retakes $1900 for any who care"
@fintegrate Avatar @fintegrate on X 2025-06-24 16:42:53 UTC 2517 followers, 1318 engagements

"This is my 9th anniversary of owning $PME ProMedicus. Largely unknown radiology imaging co from Aus My best performing co -XX bagger Just X adds. Look at the difference in returns just one year later makes Has changed my life along with $WTC $MELI and $NVDA. Find these"
@fintegrate Avatar @fintegrate on X 2025-07-18 10:02:00 UTC 2522 followers, 2667 engagements

"@BhasinAadi If you look at Horizon Kinetics they have some great write ups on LB. My thinking here is that AI will create massive data center demand which has major demands on land cheap energy and water for cooling. LB has land rights and access to all X in Permian. First DC contract now"
@fintegrate Avatar @fintegrate on X 2025-06-26 11:27:55 UTC 2522 followers, XX engagements

"Good summary of the qualitative strengths and opportunity in my largest holding $WTC Wisetech Global. I continue to see a long growth runway ahead of XX% revenue profit and cash flow growth. $60s was a gift X mths ago. Governance is fixable broken biz model not so much"
@fintegrate Avatar @fintegrate on X 2025-06-15 13:26:00 UTC 2522 followers, 2018 engagements

"I dont care what world you live but XX% returns on $MSFT within X months should not be possible. $NVDA $WTC returned better over that period of course but this may be the highest risk adjusted return Ive ever had"
@fintegrate Avatar @fintegrate on X 2025-07-22 12:53:26 UTC 2523 followers, XXX engagements