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@dcurras1 "$DHR Hard not to lose patience here. particularly if you are an investor in the industry since the Covid bubble. (Not my case)"
@dcurras1 Avatar @dcurras1 on X 2025-07-18 15:55:39 UTC XXX followers, 1245 engagements

"@KairosPraxis Absolutely man. EU showing they have X leverage. Also agree with you on ASML and co. but still I think it releases some tension among investors on these NL based semicaps. They've been lagging badly and macro environment was part of the worries"
@dcurras1 Avatar @dcurras1 on X 2025-07-27 20:28:14 UTC XXX followers, XXX engagements

"@InvestInJapan Thoughts on Rakus at these levels Looks deeply embedded in customer workflows with a large underpenetrated regional TAM. Valuation seems attractive (6.7x fwd sales 30x FCF) vs historical multiples with XX% top & bottom-line growth"
@dcurras1 Avatar @dcurras1 on X 2025-07-22 09:14:15 UTC XXX followers, XXX engagements

"Wrote about this and other J. Bezos anectodes in a Deep Dive on $AMZN I published earlier this year. Here is the link:"
@dcurras1 Avatar @dcurras1 on X 2025-07-24 20:34:06 UTC XXX followers, XX engagements

"Just realized I published my 10th Deep Dive Brief on Heico recently. Time flies. Most of them are open to read. Here's the list: Cloudflare $NET Parsons $PSN MPS $MPWR Medpace $MEDP Arista $ANET Amazon $AMZN ASML $ASML Topicus $TOI.V Lumine $LMN.V HEICO $HEI"
@dcurras1 Avatar @dcurras1 on X 2025-07-05 18:27:07 UTC XXX followers, 2669 engagements

"Into the shit 🕳: $DHR $TMO $RGEN $WST and co. Market want to see reaccelerated growth and higher profitability again. No more postponing. Will see. Last time I checked exec comments were more optimistic than cautious. Market still not believing though"
@dcurras1 Avatar @dcurras1 on X 2025-07-18 19:00:11 UTC XXX followers, XXX engagements

"$DHR The returns on investment here have been abysmal over the last 2y 3y 5y. Should/could eventually pay off (). The opportunity cost has been real"
@dcurras1 Avatar @dcurras1 on X 2025-07-20 22:13:40 UTC XXX followers, XXX engagements

"0% tariffs on Semiconductor equipment exports from EU to the US. $ASML $ASMI $BESI"
@dcurras1 Avatar @dcurras1 on X 2025-07-27 20:16:58 UTC XXX followers, 3581 engagements

"Alt managers (thinking $BN EQT AB $APO etc.) look so tempting but hard to get a grip on as an investment"
@dcurras1 Avatar @dcurras1 on X 2025-07-01 18:35:52 UTC XXX followers, XXX engagements

"GCP or the new Enterprise AI cloud 👀 Watch out $AMZN & $MSFT $GOOG 's not about small-mid cap sizzy businesses anymore"
@dcurras1 Avatar @dcurras1 on X 2025-07-24 19:57:15 UTC XXX followers, XXX engagements

"The good old Bezos mindset: "Always Day One" He used the concept of "Day 1" to emphasize the need for $AMZN to constantly innovate and adapt acting as if every day is the company's first avoiding the stagnation and decline associated with "Day 2""
@dcurras1 Avatar @dcurras1 on X 2025-07-24 20:31:18 UTC XXX followers, XX engagements

"$SPGI $MCO The Impact of Stablecoins on the Debt Ratings Business. Net positive and with potential to create new markets"
@dcurras1 Avatar @dcurras1 on X 2025-07-16 21:58:49 UTC XXX followers, XXX engagements

"So many healthcare ideas (ex. Pharma) across the board but not enough conviction so far. $MEDP $WST $LONN $DIM $TMO $ENSG etc. $ISRG $BSX (good but crazy expensive) $IDXX (maybe 👀) $DHR (only long mainly due to DBS + mgmt ) Covid bubble did not help. Theses are welcomed"
@dcurras1 Avatar @dcurras1 on X 2025-06-28 16:55:36 UTC XXX followers, 1158 engagements