LunarCrush LLM | LunarCrush AI Interface

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@themattharbaugh "Broyhill Asset Management on $FI "We know this business well and do not believe it is worth anywhere near the 12-13x earnings the market is currently ascribing to it.""
X Link @themattharbaugh 2025-09-07T12:06Z 3578 followers, 15.5K 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"
X Link @themattharbaugh 2025-08-27T16:32Z 3579 followers, 3311 engagements

"Bill Nygren on $ABNB "If we're right about the profitability this is a business that would deserve a well above market multiple. That disconnect is our opportunity.""
X Link @themattharbaugh 2025-09-06T11:02Z 3576 followers, 30K 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.""
X Link @themattharbaugh 2025-07-20T12:06Z 3576 followers, 4936 engagements

"Evolution Gaming FCF since 2014 Long: $EVVTY $EVO.ST"
X Link @themattharbaugh 2025-01-17T17:00Z 3579 followers, 2604 engagements

"Polen Capital on $NVDA & $AVGO "We anticipate that both companies will be able to generate earnings growth at XX% per annum over the next 3-5 years and that their P/E multiples in mid-to-high thirties were fair valuations for the level of expected future earnings growth.""
X Link @themattharbaugh 2025-10-12T11:02Z 3577 followers, 2865 engagements

"Polen Capital buys $NVDA $AVGO $BSX $INTU $SNPS & $UBER Sold $IT and $TMO Added to $SBUX $NOW $CSGP $ADBE Trimmed $NFLX $GOOGL $V $WDAY $AMZN $ABNB $ABT $SHOP & $ORCL"
X Link @themattharbaugh 2025-10-11T11:16Z 3577 followers, 3552 engagements

"Great report on $CASY If youre interested in $CASY this is a must-read"
X Link @themattharbaugh 2025-10-15T16:28Z 3578 followers, 2895 engagements

"Terry Smith's top XX holdings as of August 29th $META $SYK $IDXX $OR.PA $GOOGL $V $MSFT $ADP $PM $UL YTD Performance: -0.5%"
X Link @themattharbaugh 2025-09-06T16:32Z 3577 followers, 4511 engagements

"Terry Smith's top XX holdings as of September 30th $SYK $IDXX $GOOGL $OR.PA $MSFT $V $ADP $PM $META $WAT YTD Performance: -2.2%"
X Link @themattharbaugh 2025-10-01T12:21Z 3577 followers, 5799 engagements

"Polen Capital on buying $INTU "We believe there remains an excellent runway for growth. We expect Intuit to grow revenue at a mid-teens rate and earnings at a high-teens rate going forward.""
X Link @themattharbaugh 2025-10-13T16:32Z 3578 followers, 1395 engagements

"Chuck Akre sold $MSCI in Q1 2011 $MSCI would return +1400% since he sold Even the best make the mistake of selling winners too early"
X Link @themattharbaugh 2025-09-27T16:32Z 3577 followers, 5230 engagements

"Mar Vista on selling $ADBE "The company's ability to translate these innovations into meaningful incremental revenue remains uncertain. With both the timing and magnitude of new AI-driven revenue streams unclear and competitive pressures increasing in Adobe's core markets we concluded that the risk-reward profile had deteriorated.""
X Link @themattharbaugh 2025-10-08T17:36Z 3577 followers, 3965 engagements

"Akre Capital on $CSGP "The company continues to evolve as the leading technology vendor to the commercial real estate industry first in providing data software and advertising tools that are the de facto industry standards. we think it's an incredibly resilient business through real estate cycles.""
X Link @themattharbaugh 2025-09-08T16:32Z 3578 followers, 4705 engagements

"Terry Smith buys $EL.PA (EssilorLuxottica) and sells out of $BFB (Brown-Forman)"
X Link @themattharbaugh 2025-07-01T16:36Z 3577 followers, 6712 engagements

"Bill Nygren on $WBD "In our view this merger could generate meaningful cost synergies and create a scaled competitor with a deep and unmatched content library. and believe its long-term prospects remain attractive.""
X Link @themattharbaugh 2025-10-10T16:32Z 3578 followers, 3558 engagements

"Mike Loeb of Argosy Investors on buying $FND "I believe that the company's margins are at a trough due to a significant number of immature stores mature stores with below-average traffic due to depressed existing home sales and an SG&A base that should be well built-out for future growth.""
X Link @themattharbaugh 2025-10-03T11:02Z 3577 followers, XXX engagements

"Dan Loeb on $CASY In Caseys we see a world class management team with a differentiated mousetrap and a decade of profitable growth ahead of them"
X Link @themattharbaugh 2025-09-19T11:02Z 3578 followers, 2091 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"
X Link @themattharbaugh 2025-09-18T11:02Z 3578 followers, XXX engagements

"The most resilient revenues are found in companies selling: recurring essential and affordable services to a diversified base of corporate clients $INTU $MSCI $SPGI $ADBE $FICO $ADP $PAYC $FTNT"
X Link @themattharbaugh 2025-01-21T18:00Z 3578 followers, 1227 engagements

"Infuse Partners on $TMDX "Transmedics has a deep vertically integrated moat.""
X Link @themattharbaugh 2025-10-05T17:36Z 3578 followers, 4299 engagements

"Polen Capital on buying $UBER "While the threat of autonomous vehicles looms and is likely weighing on the valuation we believe that threat is many years away. we expect Uber to compound earnings at XX% p.a. over the next five years.""
X Link @themattharbaugh 2025-10-13T11:07Z 3578 followers, 2591 engagements

"Michael Mauboussin 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"
X Link @themattharbaugh 2025-05-26T16:32Z 3576 followers, 62K engagements

"August Factsheet Top X Holdings: X. $META X. $PAYC X. $EVVTY X. $GOOGL X. $FTNT Added to $ADBE $EVVTY $PAYC $MSCI"
X Link @themattharbaugh 2025-09-01T16:32Z 3577 followers, 6214 engagements

"Vltava fund on buying $NVO in Q3 "The development going forward will not be smooth but we believe that this will be a very promising and profitable investment in the long term.""
X Link @themattharbaugh 2025-10-08T11:02Z 3576 followers, 4077 engagements

"Sequoia Fund top XX holdings as of Q2 2025 $RR.L $CSU $FWONK $UMG $SCHW $ERF $GOOGL $ICE $COF $SAP"
X Link @themattharbaugh 2025-08-12T17:36Z 3577 followers, 7623 engagements

"Lindsell Train top XX holdings as of May 2025 $RELX $NTDOY $LSEG $DGE $TKO $INTU $DIS $UMG $ULVR $GOOG $GOOGL"
X Link @themattharbaugh 2025-06-12T17:36Z 3577 followers, 5551 engagements