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@fintegrate "$PME Currently a XX bagger waiting for patiently for XX bags. Why is it priced the way it is Biz has X% market share but X in X hospitals are considering switching to its platform. Way more market share gains ahead. So impressed with this biz. cc:intelligent investor"
@fintegrate Avatar @fintegrate on X 2025-06-11 10:42:11 UTC 2514 followers, 1411 engagements

"$PMEs 2nd largest contract win on the back of its largest ever contract win in December. Importantly another win in Cardiology. Best is still yet to come for this beast. Should push on to ATHs from here. Yes- its a heavy multiple but market has got the pricing of this spot on"
@fintegrate Avatar @fintegrate on X 2025-07-02 23:35:23 UTC 2518 followers, 1526 engagements

"Ive been lucky enough to have X XX baggers or X stocks up 10x. These are ProMedicus Wisetech Mercadolibre Nvidia Celsius Mastercard and TradeDesk. Just X can change your life. Heres what I learned from each. $PME $WTC $MELI $NVDA $CELH $MA $TTD 🧵"
@fintegrate Avatar @fintegrate on X 2024-10-13 12:26:48 UTC 2515 followers, 15.7K engagements

"4.8% June vs XXX% $SPX. XXXX% vs XXX SPX YTD. XXXX% 10yr CAGR since XX Adds: $CAVA $ALAB $CRDO. Solid June Allocations: $WTC -XXXX% $MELI -XXX% $META -X% $NVDA-7% $PME - XXX% $MA-5% $MSFT -X% $AMZN -X% $SHOP -XXX% $SE -X% $BTC- X% More in Profile link"
@fintegrate Avatar @fintegrate on X 2025-07-01 00:04:09 UTC 2515 followers, 2085 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 2515 followers, 6589 engagements

"$PME Wrong question to ask and speaks to price anchored investors . Better question where does biz stand now vs 18mths ago. That PME has bagged its X largest ever contracts in 6mths that are multiples higher than earlier with revenue in new areas (cardio) is a relevant factor"
@fintegrate Avatar @fintegrate on X 2025-07-04 13:05:17 UTC 2518 followers, 1173 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 2518 followers, XXX engagements

"I think recency bias from22 bear only made me put 2/3 of the $$ I was planning on investing to work in XX declines (much on Apr 7). Anyone who was around in XX would know declines cut much deeper. From ATHs - $MELI XX% SHOP XX% $SE 90%. No such bargains this time"
@fintegrate Avatar @fintegrate on X 2025-07-09 11:56:00 UTC 2515 followers, 1094 engagements

"$NVDA in Apr XX at $XX - Deepseek will reduce GPU demand - No more China revenue - Hyperscalers have ASICs NVDA in July XX at $XXX - DeepSeek is DeepFake - China and everyone else loves NVDA - Hyperscaler ASICs will not replace GPUs Always be mindful of narrative"
@fintegrate Avatar @fintegrate on X 2025-07-17 19:18:00 UTC 2515 followers, 1256 engagements

"My X best returning investments X. ProMedicus $PME. Bought XX. 42x. CAGR XX% pa X. Wisetech $WTC. Bought XX. 20x. CAGR XX% X. Mercadolibre $MELI. Bought XX. 35x. CAGR 32%pa X. NVIDIA $NVDA. Bought XX. 12x. CAGR 145%p.a X. HIMS $HIMS. Bought XX 10x CAGR 153%p.a"
@fintegrate Avatar @fintegrate on X 2025-06-17 11:43:00 UTC 2518 followers, 7126 engagements

"I think its generally understood that valuation multiples are a function of the rate of growth (revenue and earnings). Whats less understood is the duration of growth. Investors pay up for stability of growth duration. $PME has sky high multiples but XX% growth for 10+ yrs"
@fintegrate Avatar @fintegrate on X 2025-07-10 13:13:00 UTC 2518 followers, 1269 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 2517 followers, 2565 engagements

"@ryu_tay Still holding this one. My last Aussie spec along with $EMV"
@fintegrate Avatar @fintegrate on X 2025-07-15 10:06:14 UTC 2515 followers, XXX engagements

"@TheLongAJ @simonseverino Actually intangible amortization of acquisition has artificially depressed this. ROIC is actually more like XX% excluding this. After E2Open youre unlikely to see large acquisition going forward"
@fintegrate Avatar @fintegrate on X 2025-07-19 12:28:27 UTC 2516 followers, XX engagements

"Platforms like $MELI and $SE are powerful when they unlock service cross sell. That brings more revenue but it also means the cos can support higher customer acquisition cost. They can then invest more on new customers who then support more new revenue streams. Infinite loop"
@fintegrate Avatar @fintegrate on X 2025-07-16 13:06:00 UTC 2517 followers, 1925 engagements