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@Invesquotes "In-depth reports I have published on S*stack so far. - Deere $DE (free) - FRP Holdings $FRPH - Five Below $FIVE - Diageo $DEO - Herms $HESAY - Atlas Copco $ATCO.B - Stevanato $STVN (free) - Keysight $KEYS - Zoetis $ZTS - Judges Scientific $JDG.L - Medpace $MEDP - Trupanion $TRUP - AAON $AAON Currently looking into two other interesting companies The library will keep getting longer"
X Link @Invesquotes 2025-08-18T17:18Z 53.5K followers, 26.8K engagements

"Publishing this on Copart $CPRT free to read"
X Link @Invesquotes 2025-09-09T11:12Z 53.5K followers, 15.1K engagements

"Its interesting to think about it this way: Mark Leonard has been preparing Constellation Software for a day like today for XX years $CSU.TO"
X Link @Invesquotes 2025-09-25T14:13Z 53.5K followers, 15.4K engagements

"Published the NOTW earlier today. I discuss among other things why I will be starting a position in Keysight Technologies $KEYS Have a great weekend"
X Link @Invesquotes 2025-01-11T17:30Z 53.1K followers, 3697 engagements

"Since launching Best Anchor Stocks on Substack I've published in-depth reports on. Deere $DE (free) FRP Holdings $FRPH Five Below $FIVE Diageo $DEO Hermes $RMS Atlas Copco $ATLCY Stevanato Group $STVN (free) Keysight Technologies $KEYS Zoetis $ZTS Judges Scientific $JDG.L Many more to come going forward"
X Link @Invesquotes 2025-03-18T17:51Z 53.5K followers, 38.6K engagements

"The thing with companies like Copart is that normalized margins are substantially higher than where they are today (despite already being high) so they can play with growth/profitability as they wish $CPRT"
X Link @Invesquotes 2025-09-04T20:41Z 53.4K followers, 5015 engagements

"@PythiaR What are you doing buying something when there's no clear inflection point It's best to buy it the day before it inflects"
X Link @Invesquotes 2025-09-10T13:56Z 53.4K followers, 1629 engagements

"I could be XX% up on $AAON but I decided to stay poor"
X Link @Invesquotes 2025-10-14T17:34Z 53.5K followers, 6427 engagements

"@ErnestWongBWM As a European its probably impossible to wrap ones head around convenience stores in general 😂"
X Link @Invesquotes 2025-10-16T16:46Z 53.5K followers, XXX engagements

"Some thoughts on $CSU's recent significant () acquisition: TecVia Holding"
X Link @Invesquotes 2025-10-18T17:39Z 53.5K followers, 8230 engagements

"1/ Sharing some semiconductor-related content now that semis are back (they never left) First a simple visual that explains the industry's structure. People who already know the industry might find this basic but I struggled to find something similar when doing my research"
X Link @Invesquotes 2023-05-25T13:43Z 53.5K followers, 650.7K engagements

"Morgan Stanleys Wide Moat Businesses Which ones do you strongly disagree with and which ones do you think are missing"
X Link @Invesquotes 2025-01-14T16:58Z 53.5K followers, 164.9K engagements

"Kind of crazy that the "investor base" doesn't know much about Mark Miller and his background no I mean he literally joined year X and has been in every recent AGM $CSU.TO"
X Link @Invesquotes 2025-10-01T18:33Z 53.5K followers, 9660 engagements

"Catalyst catalyst catalyst for a company that is already recovering from a downcycle 🤷♂ $KEYS"
X Link @Invesquotes 2025-10-10T13:31Z 53.5K followers, 3654 engagements

"ASML has not reported yet and I can already feel the misses Q3 estimates stock down 5%+ in my veins (as if it meant something) $ASML"
X Link @Invesquotes 2025-10-14T21:19Z 53.5K followers, 14.6K engagements

"ASML is out. Now expecting growth in 2026. Full report out today/tomorrow $ASML"
X Link @Invesquotes 2025-10-15T05:08Z 53.5K followers, 19.4K engagements

"Food for the bears and the bulls in ASML's report - For the bears: China going down in 2026 ("SMEE is displacing ASML's DUV) - For the bulls: China going down in 2026 ("good because it "eliminates" the front-running sanctions overhang") - For the bears: memory making up a larger portion of bookings ("logic not as strong and ASML is a "logic" business") - For the bulls: memory making up a larger portion of bookings (confirms rumours of memory players adopting EUV aggressively and expanding capacity) Pick your fighter $ASML"
X Link @Invesquotes 2025-10-15T05:44Z 53.5K followers, 14.5K engagements

"Published a Q3 earnings digest on $ASML 'Quarters Don't Really Matter.' Hope you enjoy it (Find it in the usual place)"
X Link @Invesquotes 2025-10-15T16:47Z 53.5K followers, 5498 engagements

"I must admit that $TSM management did an unbelievable job at saying that they will raise Capex the coming years without saying it"
X Link @Invesquotes 2025-10-16T16:40Z 53.5K followers, 4631 engagements

"Some differences between Facebook and OpenAI though: X. Facebook enjoyed network effects (i.e. an easierpath towards becoming a monopoly) OpeanAI does not X. Facebook was significantly less Opex-heavy at the same point in its life (800M users) when it showed a XX% net margin vs OpenAIs $X billion cash burn"
X Link @Invesquotes 2025-10-18T06:39Z 53.5K followers, 30.5K engagements

"@RedshirtInsight Rationale"
X Link @Invesquotes 2025-10-19T15:39Z 53.5K followers, XXX engagements