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@pgperry "Here's my investment thesis for Wingstop $WING I've been building a position since March this year currently XXX% of my portfolio & I'd like to build to 6-7%. I never see this stock being talked about on X I think it has an incredible growth story & the recent pull back may represent a buying opportunity"
X Link @pgperry 2025-09-30T10:40Z XXX followers, 1171 engagements

"There are plenty of great growth stocks right now but it may not be the best time to chase all time highs. Here are seven high-quality names the markets ignoring that I think offer real value and growth: $NKE $DECK $ABNB $TRN.L $NVO $ADBE $PYPL Yes I own them all 😁. Im confident holding these for the next five years will deliver market beating returns. I have 100%+ gains in $AMD $TSM & $CELH all bought when they were unloved but well-valued. Research and conviction matter"
X Link @pgperry 2025-10-16T09:36Z XXX followers, XXX engagements

"Hi thanks for the follow. I've looked briefly at $ANF the analyst expectations don't excite me. Expected EPS for 2028 is $XXXXX which is below where it was last year. I'm more tempted by $LULU for a bottomed out fashion play but need to do more research there as well. What do you like about $ANF Like I say I haven't spent much time looking at it so likely missed something"
X Link @pgperry 2025-10-16T14:59Z XXX followers, XXX engagements

"If we get a market correction from here these are the stocks I dont own that sit at the top of my watchlist along with my target buy prices: Amphenol $APH - $XX Meta Platforms $META - $XXX Doximity $DOCS - $XX Netflix $NFLX - $XXX Intuitive Surgical $ISRG - $XXX Shopify $SHOP - $XX Insulet $PODD - $170"
X Link @pgperry 2025-10-17T07:58Z XXX followers, XXX engagements

"Here's my investment thesis for DexCom $DXCM. It's a stock I've had my eye on for a while now. They sell continuous glucose monitoring systems to help people with diabetes. It's share price is XX% of it's all time highs & at the same price it was in March 2020 so I thought I'd take a proper look. I don't currently have a position but I am seriously considering opening one. Any holders out there"
X Link @pgperry 2025-10-17T09:56Z XXX followers, XXX engagements

"Here's my investment thesis for Adobe $ADBE I've been building a position since June & it's currently XXX% of my portfolio. I intend to keep buying if the price remains low until it's at least an X% position. I believe this is an incredible value opportunity. Adobe dominates creative and document workflows with recurring subscriptions AI integration and enterprise tools giving it a clear path for multi-year growth. Yet it's being priced as a dying company 🤔"
X Link @pgperry 2025-10-08T16:25Z XXX followers, 8206 engagements

"Tristel TSTL.L FY results were out this morning. When results are released I usually read through the report & highlight useful information & figures then save as a PDF. That's just my way of going through the info & storing for future reference. Today I made a protocol for ChatGPT to go through the PDF I made & collate all the parts I highlighted into a summary. Thought it may be of interest to some people here it is: Financial & Operational Highlights: Another year of double-digit revenue growth XX% growth in adj. pre-tax profits and strong cash generation Turnover up XX% to 46.5m (2024:"
X Link @pgperry 2025-10-13T17:05Z XXX followers, XXX engagements

"I haven't given any book recommendations for a while. Here are nine books I've read so far this year that I recommend: How to Pick Quality Shares (Phil Oakley) The Elephant in the Brain (Kevin Simler) Chip War (Chris Miller) Solve For Happy (Mo Gawdat) Deep Work (Cal Newport) Sam Walton: Made In America (Sam Walton) Poor Charlie's Almanack (Charles T.Munger) What I Talk About When I Talk About Running (Haruki Murakami) The 4-Hour Work Week (Timothy Ferriss)"
X Link @pgperry 2025-10-17T10:56Z XXX followers, XXX engagements