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@fintegrate "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 2521 followers, 2005 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 2518 followers, XXX 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 2523 followers, 2095 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

"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 2518 followers, XXX engagements

"Very interesting. $NVDA Unpopular take but I think the humanoids themselves will be commodities even though theyll be extensively deployed. The AI OS that runs them will be where value is captured . There will be lots of robot makers. Buckle up interesting times ahead"
@fintegrate Avatar @fintegrate on X 2025-06-20 10:56:31 UTC 2521 followers, 1104 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 2520 followers, 1042 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 2523 followers, 7136 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 2518 followers, 2644 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 2521 followers, 1982 engagements

"Consensus names can work. But buying when non consensus seems to deliver extraordinary returns. $MELI in XX -LATAM sux $AMZN coming $PME in 16- Siemens GE will crush $WTC in 16- Folks will just use SAP Oracle. Too expensive anyway. Always Invert your thinking"
@fintegrate Avatar @fintegrate on X 2025-07-03 11:02:00 UTC 2518 followers, 2478 engagements