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@MoatWise "@Abel_Invests Strong portfolio overall great picks. If I had to trim full names itd be $CRWD and $SHOP. Would be a very clean concentrated portfolio with cash to deploy in a new high conviction mid / small cap to provide some asymmetric upside"
X Link @MoatWise 2025-10-13T00:14Z XXX followers, XX engagements

"@DividendDynasty Consumers wont replace software with AI theyll use AI inside great software. Their moat is exactly that: best in class creative tools recurring ARR 30%+ net margins and now Firefly + GenStudio quietly driving adoption"
X Link @MoatWise 2025-10-13T21:06Z XXX followers, XXX engagements

"Building my next watchlist of asymmetric setups: $GAMB gambling affiliate cash machine $KSPI Kazakhstan e-commerce $NICE enterprise AI software leader $QFIN Chinas forgotten fintech cash cow $CRMD hospital infection prevention biotech $DCTH precision oncology small-cap $NOAH Chinese firm trading near liquidation value $OUST lidar consolidation bet $PRCT robotic surgery disruptor Mix of moats margins and mispricing. Does anyone see any value in these names"
X Link @MoatWise 2025-10-12T09:56Z XXX followers, XXX engagements

"100% Tariffs $BABA"
X Link @MoatWise 2025-10-10T21:08Z XXX followers, XXX engagements

"@ReneSellmann $QFIN"
X Link @MoatWise 2025-10-11T18:51Z XXX followers, XXX engagements

"@Ze1ooooo Your $HOOD position is insane respect"
X Link @MoatWise 2025-10-13T00:30Z XXX followers, XXX engagements

"If theres one thing we should do is get along with China and have lots of free trade with China its in our mutual interest. I believe the only war on the table is a trade war"
X Link @MoatWise 2025-10-12T10:59Z XXX followers, XXX engagements

"@TopiEero I agree I missed out on sea limited and tencent I really wanted to buy them both around the $XX range but I also had so much exposure to $BABA & $JD that I decided to pass big mistake Hope you get a chance to check out $QFIN and $GAMB one day"
X Link @MoatWise 2025-10-12T10:33Z XXX followers, XXX engagements

"Are we back $BABA"
X Link @MoatWise 2025-10-13T00:06Z XXX followers, 2130 engagements

"$QFIN PE Ratio is insane compared to non Chinese peers. $SOFI $HBAN $VLY"
X Link @MoatWise 2025-10-12T20:57Z XXX followers, XXX engagements

"You cant own both $CROX and $LULU So if you had to pick one right now: LULU = premium brand better margins long runway CROX = cheaper more cyclical re-rating potential"
X Link @MoatWise 2025-10-13T00:39Z XXX followers, 1127 engagements

"@SuEricGP It's becoming one of those too cheap to ignore stocks. I do not think it's a value trap"
X Link @MoatWise 2025-10-12T21:14Z XXX followers, XX engagements