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@stock_unlock "Patience Is The Hidden Edge Charlie Munger once said The big money is not in the buying or the selling but in the waiting. That single sentence captures the essence of long-term ownership. Patience doesnt mean doing nothing blindly. It means doing your homework upfront (understanding what you own) and then letting time and compounding do the work. When you act less you make fewer mistakes. You pay fewer transaction fees. You give your ideas time to mature. During market corrections this mindset becomes priceless. While others panic-sell at the bottom long-term investors hold steady because"
X Link @stock_unlock 2025-10-13T17:53Z 5649 followers, XX engagements

"The Destination Exercise Before buying imagine the destination. Where could this business realistically be in XX or XX years The investor Nick Sleep always used this exercise before buying a stock. Ask three questions: What does success look like How much bigger more efficient or more global could the company become What has to happen for it to get there Which strategies innovations or capital allocations are required What could stop it Think about competition regulation technology shifts or poor management execution. If you can answer those questions confidently you understand the business"
X Link @stock_unlock 2025-10-13T17:53Z 5658 followers, XX engagements

"3. Zoetis $ZTS 10-year FCF growth: XXXX% ROIC: XXXX% Forward P/E: 21.1x"
X Link @stock_unlock 2025-09-25T18:58Z 5659 followers, 1132 engagements

"Constellation Software's stock price has moved more or less hand in hand with its cash flows for more than a decade That has changed in recent months. Is the market getting this one wrong $CSU.TO"
X Link @stock_unlock 2025-10-14T19:02Z 5669 followers, 1574 engagements

"While Alibaba is +121% YTD and valued at around 21x earnings both JD and Pinduoduo trade at less than 14x earnings For the China bulls out there will the others catch up to Alibaba at some point $JD $PDD $BABA"
X Link @stock_unlock 2025-10-06T17:55Z 5630 followers, 1874 engagements

"Bill Ackman on his position in Brookfield Corp: "We estimate Brookfield will grow distributable earnings which is the companys metric for earnings per share at a mid-teens percentage this year before significantly accelerating the growth rate to as much as XX% in 2026" $BN"
X Link @stock_unlock 2025-09-12T17:55Z 5669 followers, 6099 engagements

"FCF yields for some of the biggest financial data and ratings agencies: $FDS FactSet XXXX% $SPGI S&P Global XXXX% $MSCI MSCI XXXX% $MCO XXXX% Are any of these approaching decent value"
X Link @stock_unlock 2025-09-23T17:55Z 5670 followers, 1344 engagements

"Constellation Software's current XX% drawdown has the stock trading at less than 25x free cash flow In Constellation's last XX% drawdown the stock bottomed at 23x FCF and rallied XXX% between June 2022 and May this year Will this drawdown look similar $CSU.TO"
X Link @stock_unlock 2025-09-26T18:25Z 5668 followers, 1834 engagements

"$AMZN Amazon over the past X years: Revenue +108% Operating Cash Flow +137% AWS revenue +186% Advertising revenue +215% Stock price +25% One of the better opportunities out there today"
X Link @stock_unlock 2025-10-14T18:05Z 5670 followers, 30.3K engagements

"Berkshire and Constellation Software have both underperformed the S&P XXX by a wide margin over the past year With Buffett and Mark Leonard leaving this year are the best days behind these companies $BRK $CSU.TO"
X Link @stock_unlock 2025-10-11T18:05Z 5664 followers, 1177 engagements

"Does this make Uber's growth rates a lot more durable Gross bookings have increased at a XX% CAGR for the past five years even without the tailwind from AVs $UBER"
X Link @stock_unlock 2025-10-13T16:05Z 5660 followers, 1552 engagements

"4. Booz Allen Hamilton $BAH 10-year FCF growth: XXXX% ROIC: XXXX% Forward P/E: 14.8x"
X Link @stock_unlock 2025-09-25T18:58Z 5659 followers, 1205 engagements

"Moody's and S&P Global are both trading below their 5-year average EV/EBIT multiples and similar levels as in 2022 While still not cheap is this decent value for two of the most competitively advantaged businesses in the world $MCO $SPGI"
X Link @stock_unlock 2025-10-05T17:20Z 5669 followers, 1090 engagements

"A pretty unknown Midwest gas station operator is also the 5th largest pizza chain in the U.S. Its prepared foods segment is a big growth driver for the business and among the reasons Casey's earns higher margins compared to peers $CASY"
X Link @stock_unlock 2025-09-10T18:05Z 5669 followers, XXX engagements

"$OKLO is now $XX billion business with X revenue One of the wildest charts out there"
X Link @stock_unlock 2025-10-15T16:20Z 5669 followers, 3266 engagements

"$ANET Arista Networks is arguably one of the best pick-and-shovel plays in the AI infrastructure race Product revenues (e.g. switches used in data centers) have grown at a XX% CAGR over the past X years The stock is up XX% YTD and trades at around 47x forward earnings"
X Link @stock_unlock 2025-10-02T19:10Z 5659 followers, 2118 engagements

"The Power of Owning for the Long Term A thread 🧵👇"
X Link @stock_unlock 2025-10-13T17:52Z 5658 followers, XXX engagements

"New Constellation Software President Mark Miller made an open market stock purchase the day after he was announced as the successor of Mark Leonard Vote of confidence 💥 $CSU.TO"
X Link @stock_unlock 2025-09-27T17:20Z 5668 followers, 2417 engagements

"$ABNB $BKNG While the market has valued Airbnb at a higher multiple for the past years Booking is catching up on an EV/EBIT basis Airbnb EBIT growth (3-year CAGR): XXXX% Booking EBIT growth (3-year CAGR): XXXX% Which stock is best value here"
X Link @stock_unlock 2025-10-08T18:05Z 5649 followers, 1118 engagements

"$TSM increased guidance likely coming next year: "The AI demand actually continues to be very strong it's stronger than we thought X months ago The CAGR we announced is about mid-40s. It's a little bit better than that. We will update you probably in the beginning of next year." Wild growth rates for a $XXX trillion company"
X Link @stock_unlock 2025-10-16T17:45Z 5669 followers, 1167 engagements

"$BN Bruce Flatt at Brookfield's Investor Day: "On AI you've seen our slides. This is a $X trillion opportunity. We're ideally suited because of our power our compute infrastructure our real estate businesses to participate in this." Is Brookfield one of the least discussed AI winners"
X Link @stock_unlock 2025-10-16T18:25Z 5670 followers, 2163 engagements

"$ASML today: "First we continue to see strong news about commitment to AI. Which means we think investment in advanced Logic and DRAM. Second and it's very important for us it looks like AI is going to benefit a larger part of our customer base." +4.2% pre-market"
X Link @stock_unlock 2025-10-15T11:53Z 5669 followers, XXX engagements

"$FOUR Since Shift4 IPO'd in 2020 operating cash flows have gone from $XX million to $XXX in the past twelve months Operating margins have also expanded from negative to XX% Growth stock available at a reasonable price"
X Link @stock_unlock 2025-10-08T18:55Z 5660 followers, 1883 engagements

"Conclusion Long-term ownership isnt just an investing strategy. It's a mindset that shapes how you see risk opportunity and time"
X Link @stock_unlock 2025-10-13T17:53Z 5660 followers, XXX engagements

"$BN Brookfield acquires the remaining portion of Oaktree Capital that it did not already own Howard Marks: "Our partnership with Brookfield has been a great success built on shared values of disciplined investing long-term thinking and integrity.""
X Link @stock_unlock 2025-10-13T12:28Z 5669 followers, 3255 engagements

"25 years later Cisco has still not caught up to its peak dot-com era market cap of $XXX billion Will any of today's AI darlings share a similar fate XX years from now $CSCO"
X Link @stock_unlock 2025-10-09T18:05Z 5668 followers, 1057 engagements

"2. Constellation Software $CSU.TO 10-year FCF growth: XXXX% ROIC: XXXX% Forward P/FCF: 24.2x"
X Link @stock_unlock 2025-09-25T18:58Z 5668 followers, XXX engagements

"$RACE At yesterday's Investor Day Ferrari announced long-term guidance of around X% revenue growth and XXX% EPS growth annually until 2030 That is significantly below its numbers from the past five years Do those growth rates justify the current 43x earnings multiple"
X Link @stock_unlock 2025-10-10T17:55Z 5659 followers, 1065 engagements

"$TSM "The World's Most Important Company" reports earnings tomorrow Its High Performance Computing segment has grown at a XX% CAGR over the past five years These numbers will just continue to grow at insane rates in this AI environment no"
X Link @stock_unlock 2025-10-15T18:40Z 5669 followers, 2493 engagements

"Our newsletter archive will dramatically improve your investing and includes in-depth stock analysis investing tips and investment education. You can find our newsletter archive here And if you haven't yet make sure to subscribe for FREE to get our future newsletters delivered straight to your inbox"
X Link @stock_unlock 2025-10-13T17:53Z 5660 followers, XXX engagements

"4 Quality Companies at 52-week lows A thread X. Copart $CPRT 10-year FCF growth: XXXX% ROIC: XXXX% Forward P/E: 27.0x"
X Link @stock_unlock 2025-09-25T18:58Z 5669 followers, 2773 engagements

"Which of these payment businesses is the best value here $FOUR at 12.4x forward earnings $PYPL at 12.3x forward earnings Both have improved margins in recent years after a few difficult quarters post-2020"
X Link @stock_unlock 2025-10-04T17:05Z 5660 followers, 4109 engagements

"$MELI stock is -XX% over the past week and now trades at less than 15x trailing FCF Since 2020 free cash flows have increased from less than $X billion to $XXX billion over the past twelve months Is MercadoLibre becoming interesting again"
X Link @stock_unlock 2025-10-03T17:35Z 5667 followers, 9200 engagements

"The 10-Year Test When you consider buying a stock ask yourself one question: Would I be comfortable owning this for XX years even if the market closed tomorrow That question does two things: - First it forces clarity. If you cant imagine the company still thriving a decade from now it probably doesnt deserve your capital. - Second it slows you down. Long-term thinking gives you a natural filter against impulsive trades or trendy story stocks. Fads come and go (NFTs SPACs meme coins EV startups) but real businesses producing real cash flows survive cycles. When you evaluate a company through a"
X Link @stock_unlock 2025-10-13T17:52Z 5658 followers, XX engagements

"$FDS FactSet a company providing data for investment research trades at less than 17x forward earnings after today's drop FCF per share has compounded at around X% for the past decade Is the market overestimating how much AI will impact these data first businesses"
X Link @stock_unlock 2025-09-18T18:50Z 5668 followers, 1854 engagements

"@StockSavvyShay Brookfield wasn't messing around when it said it would fund much of the AI infrastructure buildout"
X Link @stock_unlock 2025-10-13T12:08Z 5661 followers, 5241 engagements

"Why Long-Term Thinking Works The stock market rewards patience. In the short term prices move with sentiment (interest rates headlines tweets fear). But over a decade the only thing that matters is whether a company keeps growing earnings expanding its moat and creating value. Over the very long term earnings per share is maybe the only thing that matters. If you adopt a long-term view your entire process changes. You stop asking Will this stock go up next quarter and start asking Will this business still be stronger in 2035 That simple shift filters out hype cycles and pushes you toward"
X Link @stock_unlock 2025-10-13T17:52Z 5649 followers, XX engagements

"Brookfield Corp at its Investor Day yesterday: "AI infrastructure is a multi-decade deployment opportunityone that could ultimately become the largest business within our platform" $BN"
X Link @stock_unlock 2025-09-11T17:55Z 5668 followers, 8351 engagements