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@FluentInQuality "Did you become more bullish on Google after their earnings $GOOG $GOOGL"
@FluentInQuality Avatar @FluentInQuality on X 2025-07-24 11:32:08 UTC 2583 followers, XXX engagements

"Giverny Capital on Arista Networks👇🏻 Is Arista the leader though $ANET"
@FluentInQuality Avatar @FluentInQuality on X 2025-06-06 11:07:56 UTC 2583 followers, 2535 engagements

"@TomYang60229879 Whats a reasonable service as % of total revenue for ASML to you"
@FluentInQuality Avatar @FluentInQuality on X 2025-07-19 12:42:39 UTC 2576 followers, XX engagements

"Five gems in Denmark that everyone seems to be ignoring. They're truly quality compounders in the making. You can read about all five via the link in my bio.😁"
@FluentInQuality Avatar @FluentInQuality on X 2025-07-14 20:23:05 UTC 2573 followers, XXX engagements

"My portfolio as of today: X. Amazon $AMZN X. ASML $ASML X. MercadoLibre $MELI X. Visa $V X. Dino Polska $DNP X. LVMH $LVMH $MC.PA X. Alphabet $GOOGL X. Adobe $ADBE X. Copart $CPRT XX. Kinsale Capital $KNSL I am incredibly pleased with all my holdings. I am still unsure what to make of Adobe but I will continue to hold on to the bad boy until my thesis changes. Adobe has been the biggest drag on my portfolio and returns"
@FluentInQuality Avatar @FluentInQuality on X 2025-03-21 17:27:44 UTC 2581 followers, 58.7K engagements

"At this point ASML operates as a subscription-based business. Nothing wrong with it don't get me wrong. I love long-term sticky sustainable and much-needed contracts. I love to see it. $ASML"
@FluentInQuality Avatar @FluentInQuality on X 2025-07-18 20:43:06 UTC 2583 followers, 1489 engagements

"8 High-growth stocks with 3-year forward revenue CAGR above 20%👇🏻 X. $ARM Arm Holdings X. $SOFI SoFi X. $DDOG DataDog X. $RBLX Roblox Corporation X. $APP AppLovin X. $SHOP Shopify X. $CRWD CrowdStrike X. $AXO Axon Enterprise Which ones are you watching 👀"
@FluentInQuality Avatar @FluentInQuality on X 2025-07-11 20:37:13 UTC 2582 followers, 2084 engagements

"If could have a portfolio of only X companies which are you picking 🧐 Drop how much % you would allocate to them as well"
@FluentInQuality Avatar @FluentInQuality on X 2025-07-20 09:30:32 UTC 2580 followers, XXX engagements

"Me waiting for $GOOG $GOOGL to release earnings beating it and seeing the Google bears crawl back in their holes:"
@FluentInQuality Avatar @FluentInQuality on X 2025-07-23 13:50:36 UTC 2580 followers, 1893 engagements

"Seeing articles pop-up with Google is the new IBM And Google has been the new IBM for years Jokes. $GOOG $GOOGL $IBM"
@FluentInQuality Avatar @FluentInQuality on X 2025-07-24 08:05:53 UTC 2583 followers, XXX engagements

"My portfolio as of today including total profit (loss)👇🏻 Amazon $AMZN: XX% Visa $V: XXXX% LVMH $MC.PA / $LVMH: +2.6% MercadoLibre $MELI: +17.8% ASML $ASML: +6.3% Dino Polska $DNP/ $DNOPY: +36.9% NVIDIA $NVDA: +6.3% Adobe $ADBE: (3.4)% Copart $CPRT: +33.5% Alphabet $GOOGL: (0.4) Kinsale Capital $KNSL: +14.6% Last week most of my positions took some hits driving the overall profits lower. Do I care Nope. Still holding these compounders until my thesis changes. Content with the results. Content with the companies. Content with the allocation. Content with their fundamentals. I still have faith"
@FluentInQuality Avatar @FluentInQuality on X 2025-03-01 11:37:06 UTC 2582 followers, 2463 engagements

"@shivamkashan It's just another automotive company with a fun side-hustle in energy storage which is doing well. You're not missing anything :p"
@FluentInQuality Avatar @FluentInQuality on X 2025-07-24 20:40:23 UTC 2582 followers, XX engagements

"The bears on Google are the same people who are bullish on this. 👇🏻 Make it make sense ay🙄 $GOOG $GOOGL $TSLA"
@FluentInQuality Avatar @FluentInQuality on X 2025-07-24 20:33:58 UTC 2582 followers, XXX engagements

"I ran Terry Smith's metrics through a screener. Here are XX companies that fit some of his criteria. 👇🏻 X. $AUTO: Auto Trader Group plc X. $MEDP: Medpace Holdings Inc. X. $NXT: Nextracker Inc. X. $GAW: Games Workshop Group PLC X. $IESC: IES Holdings Inc. X. $NWL: Netwealth Group Limited X. $RAA: RATIONAL Aktiengesellschaft X. $FNOX: Fortnox AB X. $CALM: Cal-Maine Foods Inc. XX. $MYCR: Mycronic AB There are some interesting names on this list.🧐"
@FluentInQuality Avatar @FluentInQuality on X 2025-07-12 19:11:45 UTC 2582 followers, XXX engagements

"Founder-led companies tend to outperform other companies. Here are X of my favorite founder-led companies. X. $FIGS Figs: X% X. $INTU Intuit: X% X. $META Meta: XX% X. $ORCL Oracle: XX% X. $FTNT Fortinet: XX% X. $NVDA NVIDIA: XXX% X. $CRM Salesforce: X% Do you own any😎"
@FluentInQuality Avatar @FluentInQuality on X 2025-07-13 19:19:15 UTC 2582 followers, XXX engagements