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@DD17_Capital
"$SPGI has grown both organically and through strategic acquisitions with the IHS deal being a key milestone. A fascinating company worth a closer look. We will also compare it to $MCO to see which one might be the better long-term investment. #Investing #Stocks #QualityStocks"
@DD17_Capital on X 2025-07-14 20:54:55 UTC XXX followers, XXX engagements
"This week's deep dive is all about $SPGI and $MCO. I compare both side by side to find out which one is the better quality stock for long-term investors and at what price each might be worth buying. #investing #StockMarket #ValueInvesting #QualityStocks #deepdive" @DD17_Capital on X 2025-07-21 13:30:00 UTC XXX followers, XXX engagements
"While everyones focused on $GOOGL earnings $ROL keeps growing steadily without massive CAPEX in a boring but stable market. Too dull for most but exactly what Im looking for" @DD17_Capital on X 2025-07-23 20:44:24 UTC XXX followers, XXX engagements
"While everyone is trying to figure out who the next big AI player will be and companies like $GOOGL and $AMZN are investing billions I stick to the saying: When there is a gold rush sell shovels. Next up on my radar are cable producers $NEX.PA and $PRY.MI. Stay tuned" @DD17_Capital on X 2025-06-11 20:47:25 UTC XXX followers, XXX engagements
"@FromValue @fiscal_ai $ASML has a strong market position solid growth and very strong margins. Political issues might slow things down in the short term but in the long run the companys quality should stand out" @DD17_Capital on X 2025-07-24 12:47:57 UTC XXX followers, XXX engagements
"Quick reminder: A while ago I published a deep dive on $LOTB. It is a family owned quality business with strong growth solid margins and virtually no debt. Valuation is still high but we are getting closer to my calculated buy zone. #investing #ValueInvesting #stocks #FinTwit" @DD17_Capital on X 2025-07-14 21:25:15 UTC XXX followers, XXX engagements
"Ever heard of $LOTB A family-run company with a long-term mindset solid growth (18 percent per year over the past three years) and a strong moat. Now teaming up with $MDLZ to expand into India. For investors looking for quality compounders it is definitely worth a closer look" @DD17_Capital on X 2025-07-22 13:30:01 UTC XXX followers, XXX engagements
"$SPGI and $MCO are two of the highest quality companies on the planet. Both have turned into 20-baggers since the early 2000s. But can they keep compounding and which one deserves a spot in your portfolio Read the deep dive: #Investing #StockMarket" @DD17_Capital on X 2025-07-23 13:35:00 UTC XXX followers, XXX engagements
"What I love most about weekends is the quiet. No market noise no headlines. Perfect time to start deep dives and plan the week. Currently comparing $SPGI and $MCO. Might take a closer look at $APH next week as it looks like a very interesting business" @DD17_Capital on X 2025-07-12 09:02:34 UTC XXX followers, XXX engagements
"Sometimes when I start analyzing a company I think Why the hell did they do it like that This makes absolutely no sense But I keep digging deeper and at one moment I realize Ohhh that's why. Same with $EVD and $LYV right now" @DD17_Capital on X 2025-07-06 21:25:13 UTC XXX followers, 2893 engagements
"@onecentinvest I have to disagree here. Some products and industries are so complex that it's nearly impossible to understand them or predict how they might evolve. It's clearly easier to grasp what $KO does and assess its risks than it is for a company making laser coatings for PV systems" @DD17_Capital on X 2025-07-23 22:43:19 UTC XXX followers, XX engagements
"@realroseceline Convinced that $GOOGL has a long-term plan but given the current AI arms race and how uncertain the outcome is I dont think the risk-reward profile makes it a great investment right now" @DD17_Capital on X 2025-07-23 20:36:44 UTC XXX followers, XXX engagements
"Today I want to highlight a stock thats likely flying under the radar: $NEM.DE. A quality family-owned business with a strong niche position in the AEC software space competing quietly but effectively with $ADSK. High margins solid growth. Definitely worth a look" @DD17_Capital on X 2025-07-23 19:02:33 UTC XXX followers, XXX engagements
"As Im wrapping up my $EVD analysis I already had an idea for the next one: I once read a book on credit rating agencies and did a deep dive on $MCO & $SPGI. This time Ill compare them to see which is the better pick for long-term investors looking for high-quality compounders" @DD17_Capital on X 2025-07-07 13:20:00 UTC XXX followers, 3116 engagements
"Time to announce the next deep dive. This time were diving into the live entertainment business. $EVD is the European leader in ticketing and events: founder-led with strong margins low debt and expanding into the US and Asia. Coming next week" @DD17_Capital on X 2025-07-02 13:30:00 UTC XXX followers, XXX engagements
"@Fin_Eng_Net "The dividend is safe and rising" Are you sure about that With declining earnings and an XX percent payout ratio dividend growth is anything but certain. In a downturn even the current dividend could quickly come under pressure" @DD17_Capital on X 2025-07-17 22:11:41 UTC XXX followers, XXX engagements