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@DividendDynasty "Im going to have to buy $SPGI again now that its under $XXX per share. FCF yield is rising 📈✅"
X Link @DividendDynasty 2025-09-23T15:06Z 20.1K followers, 1520 engagements

"My current top X holdings and % allocation: 1) $PYPL XXXXX% 2) $GRG.L XXXXX% 3) $GOOGL XXXXX% 4) $DUOL XXXX% 5) $ASML XXXX% Total: XXXXX% of portfolio. Too much 👀"
X Link @DividendDynasty 2025-10-08T08:11Z 20.1K followers, 7539 engagements

"@QualityInvest5 I do like $WISE.L"
X Link @DividendDynasty 2025-09-30T18:08Z 20.1K followers, XXX engagements

"@RealistNoReally Impact on $ADBE"
X Link @DividendDynasty 2025-10-13T22:24Z 20.1K followers, XXX engagements

"$SPOT is a phenomenal display of operating leverage at work. A FCF CAGR of XXX% since 2022. With this level of growth a P/FCF of 44.1x could still be viewed as cheap in retrospect 3-5 years down the line. What are your thoughts on $SPOT 🤔"
X Link @DividendDynasty 2025-10-03T13:12Z 20.1K followers, 1290 engagements

"Heres the full $GRG $GRG.L Trading Update: - Total sales up XXX% with XXX% (2.2% YTD) LFL sales growth for the period✅ - Improved Trading ✅ (no more weather excuses) - XX net store openings ✅ - Cost inflation outlook improved ✅ - Supply chain investments remain on track for 2026/2027 ✅ Overall a good update nice to see the stock moving positively"
X Link @DividendDynasty 2025-10-01T08:37Z 20.1K followers, 1539 engagements

"Its fair to say I have a large allocation to $PYPL currently with XX% of the portfolio in the stock. Im massively bullish and think a lot of the bear cases out there are weak and reflect little attention to the real behind the scenes work Alex Chriss and management are doing. I do however want to lay-out my intentions for the holding should we see the re-rating of the stock that I and others on here are expecting. My current plan if $PYPL goes up to $95-$100 range is to trim XX% of the position to move funds into $BRK.B. This will help to de-risk the portfolio reducing concentration in $PYPL"
X Link @DividendDynasty 2025-10-13T11:46Z 20.1K followers, 5573 engagements

"$BRO Brown & Brown is my latest portfolio addition. An excellent track record of consistent compounding at work. - Near XX week lows ✅ - High Insider Ownership ✅ - 10yr Revenue CAGR XX% ✅ - FCF per share ATHs ✅ - DPS 5yr CAGR XX% ✅ Why wouldnt this work from here 🤔"
X Link @DividendDynasty 2025-09-30T21:28Z 20.1K followers, 1390 engagements

"@MoatWise Absolutely $ADBE is far better positioned that people give them credit"
X Link @DividendDynasty 2025-10-13T21:08Z 20.1K followers, XXX engagements

"@admir841 Income income income 📈"
X Link @DividendDynasty 2025-10-12T10:06Z 20.1K followers, XX engagements

"We will have our moment $PYPL shareholders"
X Link @DividendDynasty 2025-10-06T20:28Z 20.1K followers, 1862 engagements

"$AMZN is a huge A.I. play. The amount of this business that can be optimised by A.I. is insane to even think about"
X Link @DividendDynasty 2025-10-15T08:26Z 20.1K followers, 1745 engagements

"$GOOGL $LULU $META $PYPL $WSM All good options over the market currently"
X Link @DividendDynasty 2025-10-06T14:55Z 20.1K followers, 2148 engagements

"Bullish $CRM 😂 wtf is this picture hahaha"
X Link @DividendDynasty 2025-10-15T09:47Z 20.1K followers, 1228 engagements

"This is UNUSUAL 🤔 $PYPL and $GRG.L up on the same day"
X Link @DividendDynasty 2025-10-06T15:57Z 20.1K followers, 1262 engagements

"$ADBE is looking very attractive. Record FCF ✅ XX week lows ✅ Continued XX% growth ✅ Why wouldnt $ADBE work from here is the real question 🤔"
X Link @DividendDynasty 2025-10-13T20:49Z 20.1K followers, 20.2K engagements

"$LSEG.L is on my radar as an interesting UK dividend growth pick. Dividend growing XX% per year with a XXX% starting yield. Quite compelling for an income focussed portfolio"
X Link @DividendDynasty 2025-10-04T17:49Z 20.1K followers, 1192 engagements

"This is massive $NFLX 🤯"
X Link @DividendDynasty 2025-10-08T17:10Z 20.1K followers, 2413 engagements

"Just as $PYPL starts to break out. You cant make this up 😂🔴"
X Link @DividendDynasty 2025-10-10T15:43Z 20.1K followers, 8981 engagements

"Long $GOOGL"
X Link @DividendDynasty 2025-10-11T09:53Z 20.1K followers, 1785 engagements

"@evrgn11112231 Loool happy $ASML day 😂"
X Link @DividendDynasty 2025-10-14T21:33Z 20.1K followers, XXX engagements

"What company has the best moat in your opinion I love $SPGI. Such a well diversified highly quality business"
X Link @DividendDynasty 2025-09-08T22:31Z 20.1K followers, 2413 engagements

"Good morning investors How did your portfolio shape up after yesterdays drop 🔴 A bit of a rollercoaster of a week for me But about flat for the whole week"
X Link @DividendDynasty 2025-10-11T07:26Z 20.1K followers, 1098 engagements

"$LSEG.L The London Stock Exchange Group has been on my watchlist for some time now. Its currently trading at its lowest EV/FCF multiple in years at 18.17x FCF has grown at a CAGR of XXXX% since 2022. One of the highest quality UK businesses trading at a compelling valuation. Might be time to buy soon 🤔"
X Link @DividendDynasty 2025-10-01T14:05Z 20.1K followers, 2404 engagements

"Is it time to add some $FICO 🤔"
X Link @DividendDynasty 2025-10-09T09:45Z 20.1K followers, 2726 engagements

"Another week another downgrade $PYPL Goldman Sachs Downgrades $PYPL to Sell from Neutral Sets PT at $XX $PYPL +1.2% in the pre market despite the news 🟢"
X Link @DividendDynasty 2025-10-13T11:05Z 20.1K followers, 1609 engagements

"$LOW is down nearly -XX% over the last year and a fwd P/FCF of 18.4x Do you consider this a buying opportunity or are you waiting for lower prices 🤔"
X Link @DividendDynasty 2025-10-11T11:35Z 20.1K followers, 1607 engagements

"@George_Dubs_ In short AI is going to kill $ADBE thats about it. Not going to happen imo"
X Link @DividendDynasty 2025-10-13T21:46Z 20.1K followers, XXX engagements

"Its a market of stocks not a stock market. Investing in high-quality businesses at inexpensive prices leads to superior long-term performance Here are X stocks that are inexpensive in a market that is getting increasingly frothy 🧵👇🏻 Target Screening Metrics: - PEG Ratio XXX - ROCE XX% - Op Margin XX% - @Stockopedia Quality Rank 85%"
X Link @DividendDynasty 2025-09-19T12:45Z 20.1K followers, 4609 engagements

"This is an excellent 🧵 be sure to take a look through You might learn a thing or two My personal favourite here is $MCO and the credit rating toll booth model. Great post @QualityInvest5 👏🏻"
X Link @DividendDynasty 2025-09-16T19:43Z 20.1K followers, 1960 engagements

"If we get $AMZN $XXX again Ill be making it a core position"
X Link @DividendDynasty 2025-10-10T23:16Z 20.1K followers, 2827 engagements

"Mood. $PYPL"
X Link @DividendDynasty 2025-10-13T22:14Z 20.1K followers, 3425 engagements

"WERE SO BACK $PYPL"
X Link @DividendDynasty 2025-10-10T23:18Z 20.1K followers, 5626 engagements

"3/ Stock Pick One: $LOW (Lowes) YTD performance: +0.28%. 🟡 StockRank: 93/100 ✅ 19x fwd PE✅ Improving Op Margins 12%✅ ROCE of 41.3%✅ 5yr FCF Growth 30.1%✅ A very strong pick to start"
X Link @DividendDynasty 2025-10-02T16:45Z 20.1K followers, XXX engagements

"@dividend_don I love $SPGI not sure its as attractive right now but definitely a buy"
X Link @DividendDynasty 2025-10-08T16:27Z 20.1K followers, XXX engagements

"🚨 $ASML Q3 Earnings are live people Shares are +3% overnight 📈 - Revenue came in at 7.5B vs est: 7.65B 🔴 - EPS XXXX vs est XXXX 🟢 - Net bookings: 5.4B vs est 5.2B 🟢 Outlook Q4: Rev: 9.2-9.8B - consensus was 9.3B 🟢 Gross margin: 51-53% 🟢 Outlook for 2026 also positive: $ASML does not expect 2026 total net sales to be below 2025. Full year 2026 guidance will be given in January. Long $ASML"
X Link @DividendDynasty 2025-10-15T06:36Z 20.1K followers, 1235 engagements

"Portfolio Update Time 💼 Portfolio Value: 43113.33 Total Portfolio Return: +43.92% 🟢 YTD Portfolio Returns: +7.21%🟢 September was a solid month with the portfolio up 4.1%. The portfolio remains highly concentrated in $PYPL whilst it remains so inexpensive. Ive also been considerably adding to $GRG.L at just over 11x PE. $ADBE $UBER & $BRO are the newest additions all offer attractive upside. Im looking forward to the last few months of the year I think the portfolio is positioned well to perform strongly as the $PYPL sentiment begins to shift. $AMZN & $SPGI are high on the buy list just not"
X Link @DividendDynasty 2025-10-04T15:53Z 20.1K followers, 12.2K engagements

"Im am super bullish on $SPGI Ive been looking at it more over the last few weeks and Im definitely considering a position again"
X Link @DividendDynasty 2025-10-01T19:21Z 20.1K followers, 2417 engagements

"When looking at the payments sector I cant help but be excited by the current value you get with $FI Strong top line growth (8% 5yr CAGR) ✅ Sub 12x Fwd PE ✅ XXX% FCF Yield ✅ 10%+ FCF 5yr CAGR ✅ Im tempted to add this to the portfolio alongside $PYPL for some diversification in the payments space. What are your thoughts of $FI 🤔"
X Link @DividendDynasty 2025-09-27T19:05Z 20.1K followers, 4803 engagements

"$WISE.L really is an exceptional business. Love the model. Interesting may own this one day"
X Link @DividendDynasty 2025-10-08T09:39Z 20.1K followers, 1519 engagements

"6/ Quick Break ☕ If you are enjoying this 🧵 and want to try some screens for yourself. @Stockopedia and I have partnered up so you can enjoy a 14-day free trail and XX% off any subscription by using my link below or using the code "DD25" at checkout"
X Link @DividendDynasty 2025-10-02T16:45Z 20.1K followers, 1096 engagements

"High margins and return on invested capital are some of the best metrics to identify high-quality compounders 📈 Here are XX Companies with a 5yr avg net margin above XX% and an ROIC above 15%👇🏻 How many do you own 🤔 1) $MCO (Moodys) 2) $MA (Mastercard) 3) $MSFT (Microsoft) 4) $TPL (Texas Pacific Land) 5) $GAW.L (Games Workshop) 6) $ADBE (Adobe) 7) $RMV.L (Rightmove) 8) $MSCI (MSCI) 9) $META (Meta Platforms) 10) $V (Visa)"
X Link @DividendDynasty 2025-10-02T11:46Z 20.1K followers, XXX engagements

"@nicotinecap $MO returns always blows my mind What an insane stock 🤯📈"
X Link @DividendDynasty 2025-10-08T18:11Z 20.1K followers, XXX engagements

"I dont think investors will regret buying $GRG.L $GRG today at XX and a 12x fwd PE. Im actively buying and Im happy having it as a top X holding for me. Buckle up people we are going to break it down 👇🏻🧵"
X Link @DividendDynasty 2025-08-17T12:00Z 20.1K followers, 12K engagements

"A great breakdown of $SPGI This is high on my buy list once again. Quality doesnt get much better than S&P Global"
X Link @DividendDynasty 2025-10-05T20:56Z 20.1K followers, 3425 engagements

"Absolutely. $ASML is a toll bridge type company. The business is coming its just a matter of when not if. Quarterly earnings arent the be all end all for this company. Patience pays"
X Link @DividendDynasty 2025-10-15T07:48Z 20.1K followers, 1740 engagements

"PainPal were back babyyy $PYPL"
X Link @DividendDynasty 2025-10-10T18:50Z 20.1K followers, 31.8K engagements

"The $GRG.L $GRG dividend has rolled into the account this morning XXXXX received (thats a good amount of sausage rolls) YTD dividend total now at XXXXXX 💷"
X Link @DividendDynasty 2025-10-10T09:03Z 20.1K followers, 1481 engagements

"$RACE absolutely nose diving today 📉 -XX% for the day 🔴 Ferrari is one of the best brands in the word and is one of the best recession proof businesses in the worlds. What price would get you interested in $RACE stock"
X Link @DividendDynasty 2025-10-09T15:05Z 20.1K followers, 3377 engagements

"$LSEG.L is down XXXX% YTD and is currently trading at its lowest multiple over the last decade. - 18.9x fwd PE - 15.9x P/FCF - XX% fwd EPS growth - XXXX% dividend yield - XXXX% avg operating margin - XXXX% 5yr FCF CAGR - XXXX% 5yr revenue CAGR A wide MOAT business trading at a reasonable valuation"
X Link @DividendDynasty 2025-09-22T12:24Z 20.1K followers, 28.5K engagements

"This is BIG $PYPL PayPal Ads to roll out in the US in early 2026 with the UK and Germany to follow. High margin revenue and a monumental network of SMEs that will be looking to take advantage of this product. Longgg $PYPL"
X Link @DividendDynasty 2025-10-07T13:16Z 20.1K followers, 7125 engagements

"$ASML reports earnings this evening. I have $ASML as a top X holding for me I think the company does very well over the long-run. Do we see a double beat ✅✅ If so well likely see a -XX% movement on the stock Either way Im happy owning one of the WIDEST MOAT companies in the world. Long $ASML"
X Link @DividendDynasty 2025-10-14T21:31Z 20.1K followers, 1180 engagements

"4/ Stock Pick two: $PYPL (PayPal) PayPal is a popular one and Im not surprised in the slightest it popped up here. YTD performance: -XXXXX% 🔴 StockRank: 87/100 ✅ (pulled down by the terribly momentum) 11.8x fwd PE✅ 5yr share buyback CAGR -3.77%📉 ROCE of 16.9%✅ 5yr FCF Growth 18.1%✅"
X Link @DividendDynasty 2025-10-02T16:45Z 20.1K followers, XXX engagements

"The hate $PYPL is getting recently is pretty crazy to me. Sentiment is still in the gutter it seems despite the forward momentum seen in new product releases. Longer form post Does $PYPL complete the turnaround successfully I certainly think so. The market however remains in Show Me mode a sentiment that is reflected by the stagnant share price movement since @acce took the helm. But the best part about the current stock price $PYPL does not NEED to do anything crazy in order for the stock to perform well the valuation today prices the company as if it is already dead. Instead of a dying"
X Link @DividendDynasty 2025-10-14T20:58Z 20.1K followers, 10.6K engagements

"Name a better opportunity in the market than $PYPL +12% over the last week and still ridiculously cheap. Still at a XXX% FCF yield 🤯"
X Link @DividendDynasty 2025-10-07T23:28Z 20.1K followers, 22.1K engagements

"The quality of $MSCI and its ability to relentlessly generate higher returns on capital each year is so impressive. 2015 ROCE: XXXXX% 2024 ROCE: XXXXX% - Retention rates also sit above XX% consistently ✅ - 5yr Revenue CAGR at XXXXX% ✅ - 5yr FCF CAGR at XXXXX% ✅ Valuation: - X% FCF Yield after SBC ✅ - 29.5x 2026 PE ✅ A very high quality business at an attractive valuation. Are you interested in $MSCI here 🤔"
X Link @DividendDynasty 2025-09-26T13:27Z 20.1K followers, 1907 engagements

"Back above $XX once again for $PYPL Not sure how many more times well see it below $XX Have you been adding on the drops 🤔"
X Link @DividendDynasty 2025-10-06T14:01Z 20.1K followers, 2090 engagements

"Very very cheap. $ADBE"
X Link @DividendDynasty 2025-10-14T15:36Z 20.1K followers, 1855 engagements

"$BKNG what an excellent business"
X Link @DividendDynasty 2025-10-06T18:51Z 20.1K followers, 2029 engagements

"What are you currently buying My watchlist / buy list consists of: $AMZN $SPGI $LSEG.L $GRG.L $BRO"
X Link @DividendDynasty 2025-09-23T21:57Z 20.1K followers, 1358 engagements

"Every time $PYPL gets back to the $60-$70 range"
X Link @DividendDynasty 2025-10-13T22:33Z 20.1K followers, 4206 engagements

"What stocks are you planning to buy next week 🤔"
X Link @DividendDynasty 2025-10-12T10:02Z 20.1K followers, 1986 engagements

"Might come sooner than you thought boss $PYPL 👀"
X Link @DividendDynasty 2025-10-10T18:55Z 20.1K followers, 2846 engagements

"This is a great post on $PYPL PayPal is NOT the same company it was X years ago thats for damn sure"
X Link @DividendDynasty 2025-10-08T20:08Z 20.1K followers, 5137 engagements

"5) $ADBE (Adobe Inc) -XXXXX% 🔴 Fwd PE: 15.42x"
X Link @DividendDynasty 2025-08-20T14:58Z 20.1K followers, 10.7K engagements

"Another reminder that $BRO is one of the best shareholder friendly stocks out there. My latest addition to the portfolio and a strong dividend growth stock"
X Link @DividendDynasty 2025-10-08T14:19Z 20.1K followers, 1517 engagements

"A nice ✅ day today for the portfolio. $GRG $GRG.L leading the way which is nice to see after such a rough patch. Im up on $PYPL but my oh my have we got a ways to go yet. Significantly undervalued here. New adds $ADBE & $BRO creeping into the heatmap as well 👀 How has your week been"
X Link @DividendDynasty 2025-09-26T18:00Z 20.1K followers, 1727 engagements

"@teechongyen $BRO I love that for you"
X Link @DividendDynasty 2025-10-08T14:27Z 20.1K followers, XX engagements

"$SPGI is one of the best Sleep Easy investments in the entire market. At a fwd P/FCF of 24x I think the company is one of the few high-quality businesses that remains attractive in a market filled with overvaluation. What are your thoughts on $SPGI 🤔"
X Link @DividendDynasty 2025-10-09T13:21Z 20.1K followers, 1896 engagements

"7/ Stock Pick Four: $III.L (3i) One of my favourite picks from the UK currently YTD performance: +18.33% 🟢 StockRank: 92/100 ✅ 6.4x fwd PE✅ 5yr EPS CAGR XXXX% ✅📈 ROCE of 19.5%✅ 5yr FCF Growth 35%✅ The operating margin for $III.L is currently XXXX% 🤯"
X Link @DividendDynasty 2025-10-02T16:45Z 20.1K followers, XXX engagements

"Not a fan of retail but could it be time to bottom tick $BME.L shares. -XX% over the last year 8x fwd P/FCF X% dividend yield The fundamentals have collapsed this year but I think a turnaround could be possible. What are your thoughts $BME.L shareholders Are you buying more 🤔"
X Link @DividendDynasty 2025-10-09T10:22Z 20.1K followers, XXX engagements

"Greggs $GRG.L product is now on sale in $TSCO.L Doing some product testing you know for research"
X Link @DividendDynasty 2025-09-25T12:28Z 20.1K followers, 1156 engagements

"Salesforce $CRM is one stock that is firmly on my watchlist. ✅ Strong long-term FCF growth. ✅ 16x fwd P/FCF ✅ XX% EPS fwd 2Yr CAGR Why wouldnt $CRM work from here 🤔"
X Link @DividendDynasty 2025-10-08T20:42Z 20.1K followers, 5377 engagements

"Dividend Growth Dividend Yield Dividend Yield on Cost (YOC) is a wonderful metric to behold on long-term compounders. $AVGO is an excellent example of this if you purchased the stock X years ago your current YOC would be 6.45%. This dividend has grown at a 5yr CAGR of XXXXX% and 10yr of XXXXX% 🤯 Whats the best dividend growth stock in your opinion 🤔"
X Link @DividendDynasty 2025-09-27T20:51Z 20.1K followers, 1593 engagements

"$LULU (Lululemon Athletica Inc) -XXXXX% 🔴 Fwd PE: 13.48x"
X Link @DividendDynasty 2025-08-20T14:58Z 20.1K followers, 10.8K engagements

"$MSCI is one of my favourite high quality businesses. Maintaining a FCF CAGR of XXXX% whilst trading near a X year low P/FCF multiple at 30.54x TTM FCF XXXX% 5yr Revenue CAGR ✅ XX% operating margins ✅ XX% ROIC ✅ XXX% starting dividend yield ✅ $MSCI is looking interesting here"
X Link @DividendDynasty 2025-09-30T12:43Z 20.1K followers, 11.5K engagements

"Markets are looking 🟢 this morning. Hopefully another positive week for the portfolio. What stocks are you looking at this week 🤔 My research list: $LSEG.L $RMV.L $AMZN $SPGI"
X Link @DividendDynasty 2025-10-06T09:37Z 20.1K followers, XXX engagements

"@Spike_1567 Just a lack of research thats stopping you"
X Link @DividendDynasty 2025-10-13T21:51Z 20.1K followers, XXX engagements

"Ive just come across a picture of my early days portfolio when I was focussed on dividends Come along way Some shockers in here $INTC $MED but also so big winners in $MO $META $JPM $MSFT How would you rate this portfolio 🤔"
X Link @DividendDynasty 2025-09-25T09:10Z 20.1K followers, 1663 engagements

"$PYPL hitting the PEAK of poor sentiment recently. Its incredible some of the comments we see on here. These WILL age poorly. Time will tell all"
X Link @DividendDynasty 2025-10-06T11:23Z 20.1K followers, 1843 engagements

"@Kaizen_Investor Ive been looking at $SPGI again excellent quality at a reasonable value atm 👍🏻"
X Link @DividendDynasty 2025-10-10T08:28Z 20.1K followers, XX engagements

"$UBER is a growth machine. Mobility and Delivery growing XX% and XX% CAGR since 2020. AV is only going to provide tailwinds to $UBER long-term imo. Why wouldnt $UBER work from here 🤔"
X Link @DividendDynasty 2025-10-05T13:22Z 20.1K followers, 2976 engagements