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@themattharbaugh "Michael Mauboussin on pattern recognition Ciscos quarterly sales growth from early 1998 through early 2002. Our strong inclination is to extrapolate a trend. When a pattern breaks parts of the brain that cause fear and anxiety become active"
@themattharbaugh on X 2025-07-25 23:02:39 UTC 2967 followers, 4434 engagements

"Giverny Capital's top XX holdings as of Q2 2025 $ANET $META $CSU $GOOGL $SCHW $HEI $PGR $KNSL $MEDP $IDP"
@themattharbaugh on X 2025-07-24 17:36:32 UTC 2967 followers, 3737 engagements

"Bill Nygren of Oakmark Select Fund on $GOOGL valuation "We believe the potential payoff from these investments across each of Alphabets business units remains underappreciated. After adjusting for the value of Google Cloud and Alphabets Other Bets we believe the Search YouTube and Android businesses are being valued at a low-teens price-to-earnings (P/E) multiple. We still see this as an attractive valuation.""
@themattharbaugh on X 2025-07-22 12:06:29 UTC 2964 followers, 13.5K engagements

"Giverny Capital on buying more $FI "Even with temporarily slower growth from Clover Fiserv should grow earnings about XX% this year to roughly $XX per share. Wall Street analyst consensus calls for EPS of nearly $XX in 2026. We added to the position at about $XXX in May.""
@themattharbaugh on X 2025-07-25 12:21:14 UTC 2967 followers, 2053 engagements

"New newsletter is out Imagine buying $COST at $XX. Today $COST trades around $1000 Many thought Costco was expensive but Nick Sleep saw something that no one else did A perpetual growth machine. Insights on Nick Sleep's investment pitch on $COST below"
@themattharbaugh on X 2025-07-12 12:06:25 UTC 2959 followers, 3715 engagements

"1. Apple $AAPL ROIC: XXXX% Apple makes consumer electronics and services built around the IOS ecosystem From the iPhone to the Mac Apple has created a seamless ecosystem that "It just works.""
@themattharbaugh on X 2025-07-01 12:06:24 UTC 2965 followers, XXX engagements

"Akre Focus Fund top XX holdings as of Q2 2025 $CSU $MA $V $BN $KKR $MCO $ROP $TOI $CSGP $ORLY"
@themattharbaugh on X 2025-07-16 11:02:25 UTC 2965 followers, 5716 engagements

"2. Booking Holdings $BKNG ROIC: XXXX% Booking Holdings is the leading provider of online travel services It is the parent company of: Kayak OpenTable Priceline Agoda Rentalcars Hospitality with scale"
@themattharbaugh on X 2025-07-01 12:06:26 UTC 2965 followers, XXX engagements

"Bill Nygren of Oakmark Select Fund on buying back $CRM in 2Q25 "We believe Salesforce is a wonderful business going through a transformation into a profitable shareholder-focused enterprise.""
@themattharbaugh on X 2025-07-21 16:32:25 UTC 2966 followers, 2095 engagements

"Bill Ackman on $GOOG $GOOGL "Despite tremendous business momentum Alphabet still trades at around 18x earnings a highly discounted valuation for a business of its quality and growth prospects. As the company executes on its AI potential and margin expansion opportunity to drive rapid earnings growth we expect its share price will increase to better reflect its strong underlying business fundamentals.""
@themattharbaugh on X 2025-06-03 12:06:31 UTC 2965 followers, 125.6K engagements

"4. Evolution Gaming $EVO $EVVTY ROIC: XXXX% Evolution develops produces markets and licenses live casino games and services to online gaming operators They are a leading provider in the rapidly growing online gambling industry"
@themattharbaugh on X 2025-07-01 12:06:29 UTC 2959 followers, XXX engagements

"4 reasons why Dev Kantesaria invested in $ASML X. ASMLs value prop: "lithography machines that perform with fidelity and precision and with no defects and waste" X. Its hard to replicate ASMLs technology: ASML is XX years ahead of any competitor. X. New semi supercycle: Entering a new semiconductor supercycle driven by AI and we expect ASML to be a direct beneficiary of that. X. ASML is cheap: This is our cheapest name trading at close to a XXX% free-cash-flow yield we expect free cash flow to increase at a high-teens to low-20% annual rate over the next decade we consider the valuation and"
@themattharbaugh on X 2025-07-15 12:06:23 UTC 2965 followers, 2561 engagements

"Giverny Capital Top XX Holdings as of Q1 2025 $CSU $GOOGL $GOOG $META $ANET $PGR $SCHW $HEI $KNSL $BRKB $MEDP"
@themattharbaugh on X 2025-04-29 18:00:24 UTC 2964 followers, 14.7K engagements

"Conestoga Top XX Holdings as of Q1 $ROL $HEI $VRSK $WCN $CPRT $TYL $FTNT $ROP $CSGP $IT Do you own any of these"
@themattharbaugh on X 2025-05-19 16:32:24 UTC 2964 followers, 4737 engagements

"Counterpoint Global on AI tailwinds "Our analysis of AI beneficiaries highlights potential margin capture that consensus estimates have yet to fully consider." $ASML $ITRI $WCN $AXON $UNP $ECL $AUR $SYM $CTAS $SHAK"
@themattharbaugh on X 2025-07-03 17:36:24 UTC 2964 followers, 4440 engagements

"Polen Capital on adding to $ADBE $SBUX & $CSGP "Increases in Adobe Starbucks and CoStar Group reflect our expectation that each will see accelerating revenue and earnings growth in the coming year.""
@themattharbaugh on X 2025-07-20 12:06:26 UTC 2965 followers, 4532 engagements

"Polen Capital buys $IDXX Sold: $AAPL $UNH Added to: $SBUX $NOW $CSGP and $ADBE Trimmed: $AMZN"
@themattharbaugh on X 2025-07-18 12:43:00 UTC 2964 followers, 2311 engagements

"@WisedelCapital No there is not much more detail on why they trimmed $PAYC unfortunately"
@themattharbaugh on X 2025-07-22 02:05:08 UTC 2964 followers, XX engagements

"June Portfolio Update Added: $MSCI $ADBE $EVVTY +3% in June +11.25% YTD +26.79% 1Y Top X Holdings (70% of portfolio): X. $META X. $PAYC X. $FTNT X. $EVVTY X. $GOOGL"
@themattharbaugh on X 2025-07-01 17:36:20 UTC 2966 followers, 4146 engagements

"5. Paycom Software $PAYC ROIC: XXXX% Paycom is a cloud-based HCM provider built on a single-database software that helps businesses automate payroll time management and taxes Signature products include BETI and GONE XX% recurring revenues with XX% client retention"
@themattharbaugh on X 2025-07-01 12:06:31 UTC 2964 followers, XXX engagements

"80% of this fund's assets are in these XX stocks Here are Optimist Fund's top XX holdings $CVNA $TDUP $HFG $UBER $DASH $W $MDAY $FA $FVRR $SWIM"
@themattharbaugh on X 2025-05-06 00:30:26 UTC 2958 followers, 5427 engagements

"Bill Nygren buys $CRL $ICLR & $CRM Trimmed $KDP & $PAYC Added to $FCNA & $ABNB"
@themattharbaugh on X 2025-07-21 11:02:26 UTC 2967 followers, 2420 engagements

"The $FICO Standard "FICO scores are the de facto standard and are cheap and ubiquitous making it difficult for others to compete. Fair Isaac has over XX% dollar-share of the market A FICO mortgage score that costs $X today could easily be $X $X $XX or even $XX in the future. -Dev Kantesaria Dev initially invested in FICO when he saw the business change its pricing strategy. Previously relying on volume growth FICO changed its pricing strategy to a royalty system earning a higher fixed fee on each FICO Score produced. This gave FICO the ability to improve pricing power and become a toll"
@themattharbaugh on X 2025-07-07 11:02:29 UTC 2959 followers, XXX engagements

"Posted a short newsletter sharing Polen Capital's thoughts on global compounders $ASML $LVMH $MC.PA $MELI $CSL Find it here"
@themattharbaugh on X 2025-07-05 12:06:27 UTC 2967 followers, 1932 engagements

"Bill Nygren buys $NKE and $AMZN Increased his holdings in $ABNB $CG and $GEHC Sold $KR Trimmed $AIG $CTVA $CVS and $KVUE"
@themattharbaugh on X 2025-07-09 16:32:26 UTC 2965 followers, 4925 engagements

"Concentrate your portfolio in 10-12 high-quality names "We believe holding a concentrated portfolio of high-quality businesses is the best way to outperform the market over the long run. -Dev Kantesaria The more stocks you hold the more difficult it becomes to track. Many investors hold more than XX stocks because it gives them comfort but comfort can come with a cost which is underperformance. The key is to follow Warren Buffetts punch card approach. If you had only XX businesses (punches) to invest in your life you would be very selective on the type of businesses you own and focus only on"
@themattharbaugh on X 2025-07-07 11:02:28 UTC 2959 followers, XXX engagements

"Is $PRM the next $TDG Mindset Capital on $PRM "Perimeter has a monopoly on fighting fires. small advantages in pricing power have been shown to bring incredible returns to investors as Transdigm has shown us. The same may be in store in the long run for investors.""
@themattharbaugh on X 2025-05-20 11:02:24 UTC 2959 followers, 14.7K engagements

"Rowan Street core holdings as of 2Q25 $META $SPOT $NFLX $TTD $TOI $SHOP $ADYEY $DNP "That is the essence of our approach: to patiently compound capital by partnering with what we believe to be great businesses- and with some of the world's best entrepreneurs and owner-operators.""
@themattharbaugh on X 2025-07-22 17:36:30 UTC 2965 followers, 2672 engagements

"@Speedwell_LLC They couldn't help themselves. They knew it was too good haha"
@themattharbaugh on X 2025-07-22 16:03:16 UTC 2948 followers, XXX engagements

"Terry Smith buys $EL.PA (EssilorLuxottica) and sells out of $BFB (Brown-Forman)"
@themattharbaugh on X 2025-07-01 16:36:05 UTC 2964 followers, 6320 engagements

"Polen International Growth sells out of $EVO $EVVTY Here's why"
@themattharbaugh on X 2025-07-18 00:06:26 UTC 2966 followers, 7514 engagements

"Lakehouse Fund top XX holdings (68% of the portfolio) as of June 2025 $MELI $AMZN $SNSNF $SE $ADYEN $KXS $GOOG $GOOGL $SCHW $HMNTY $WIX"
@themattharbaugh on X 2025-06-17 17:36:31 UTC 2965 followers, 4452 engagements

"If you liked this you will love my newsletter I share ideas on quality-focused investing for long-term investors Subscribe for investment write-ups portfolio updates and investment wisdom from the greats"
@themattharbaugh on X 2025-07-26 12:30:47 UTC 2967 followers, XXX engagements

"Lindsell Train top XX holdings as of May 2025 $RELX $NTDOY $LSEG $DGE $TKO $INTU $DIS $UMG $ULVR $GOOG $GOOGL"
@themattharbaugh on X 2025-06-12 17:36:27 UTC 2965 followers, 3931 engagements

"Bill Ackman on investing in $FNMA $FMCC "President Trump has publicly committed to privatizing Fannie and Freddie. we believe Fannie and Freddie common shares will be worth a large multiple of today's trading prices if this likely privatization path occurs.""
@themattharbaugh on X 2025-07-09 11:06:22 UTC 2965 followers, 20.6K engagements

"May Factsheet Added to: $GOOGL Winners: $INTU $META $PAYC Losers: $TPL $FTNT $EVVTY Top X Holdings: $META $PAYC $FTNT $GOOGL $EVVTY"
@themattharbaugh on X 2025-06-02 16:32:30 UTC 2960 followers, 2643 engagements

"Bristlemoon Capital invested in $CRM in 2Q25 Here is why they invested in $CRM "The current share price allows us to treat Agentforce as a call option as opposed to a relying upon its success as a key driver for us to get paid from the investment. The stock trades on just 17x free cash flow which we believe could positively re-rate to the extent that Salesforce continues to gain traction with Data Cloud and Agentforce and prove itself as a genuine AI-contender.""
@themattharbaugh on X 2025-07-17 12:06:24 UTC 2965 followers, 5270 engagements