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@QualityInvest5 "How serious do you think On and Hoka are as long-term threats to Nike $NKE $ONON $DECK"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-05 23:20:45 UTC 10.2K followers, 4243 engagements

"Portfolio Update July X 2025 Zero changes except I put a random $XXX of cash sitting in my brokerage (from dividends I think) into $HIMS. Insignificant change overall thesis remains unchanged with everything and I'm happy to just keep holding. Cheers happy investing"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-05 21:51:40 UTC 10.2K followers, 33.7K engagements

"@TheEUInvestor is it a guaranteed 100x opportunity tho should i full port here"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-20 16:27:25 UTC 10.1K followers, XXX engagements

"6/ Netflix $NFLX In less than X years Netflix's multiple has been re rated by a factor of X. In other words: 30x FCF 90x FCF . lol"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-15 21:47:24 UTC 10.2K followers, 1697 engagements

"Quality Stocks Almost Certain to Outperform in the LONG TERM: X. Visa $V X. UNH $UNH X. Zoetis $ZTS X. MSCI $MSCI X. ASML $ASML X. Moodys $MCO X. Fair Isaac $FICO X. Amazon $AMZN X. Mastercard $MA XX. Microsoft $MSFT XX. Idexx Labs. $IDXX XX. S&P Global $SPGI What else 🤔👇"
@QualityInvest5 Avatar @QualityInvest5 on X 2024-10-22 13:47:52 UTC 10.1K followers, 12K engagements

"Apple's revenue by segment as a % of total over the past decade. What do you notice $AAPL"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-19 20:09:20 UTC 10.2K followers, 3065 engagements

"I introduce to you the Polish grocery store that has grown faster than all of Big Techfor a decade STRAIGHT 😳 $DNP.WA"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-03-04 21:31:21 UTC 10.2K followers, 7487 engagements

"Salesforce: - 251bn Market Cap - 11.7bn 2024 FCF - 3bn 2024 SBC The stock based comp adjusted FCF yield of $CRM is about X% right now or 26x P/FCF This business gushes cash due to the SaaS pay for services to be provided later model I agree I think its undervalued ☁"
@QualityInvest5 Avatar @QualityInvest5 on X 2024-07-08 15:41:00 UTC 10.2K followers, 1315 engagements

"Whatever AppLovin is doing: its working. The growth re-acceleration is wild $APP"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-06-09 14:31:13 UTC 10.2K followers, 4325 engagements

"iPhone revenues are coming up on X years of flat growth. Upgrade cycle when $AAPL"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-19 22:30:00 UTC 10.2K followers, 3180 engagements

"@CapexAndChill theyd be re inventing the wheel if they rolled it out supervised to half the country Uber 2.0"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-23 22:23:34 UTC 10.2K followers, XX engagements

"Old Big Tech is having a moment. 5Y Total Returns: - Oracle $ORCL: +350% - IBM $IBM: +220% - Google $GOOGL: +131% - Amazon $AMZN: +39% Not exactly what most wouldve predicted"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-10 12:58:38 UTC 10.2K followers, 6264 engagements

"One of my favourite charts of all time. Pricing power visualized 👇 $AXP"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-18 23:42:45 UTC 10.2K followers, 4937 engagements

"revenues for both of these are up 100s of % since IPO btw. so I dont think its that we werent able to capture the value. its the fact that both IPOs were at crazy valuations and re rated to cheaper valuations simple as that. Same case for $DASH and many other large cap tech IPOs during 2020-2021"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-19 14:32:58 UTC 10.2K followers, XXX engagements

"Google back to XXX. All of a sudden - Apple Safari news isnt an issue anymore. - OpenAIs chrome competitor doesnt exist - and of course theyre leading the AI race again Friendly reminder: price dictates sentiment $GOOG $GOOGL"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-21 21:22:09 UTC 10.2K followers, 21.7K engagements

"@Gyencha3 dont search of snowflake at IPO $SNOW 💀"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-22 21:28:38 UTC 10.2K followers, XXX engagements

"@familyguyfi going to zero by next weekend duhh"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-21 21:39:05 UTC 10.2K followers, XXX engagements

"Oscar's member count has 10x'd in X years. Impressive👌 $OSCR"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-20 16:23:39 UTC 10.2K followers, 4281 engagements

"Prediction for $GOOGL earnings. YouTube revenue growth will be explosive The frequency of ads shown have been noticeably higher than usual"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-22 02:55:12 UTC 10.2K followers, 5003 engagements

"$ASML IS CHEAPER THAN A SACK OF POTATOES Lets assume the absolute worst-case scenario: X% annual buyback yield XXX% revenue CAGR (bottom end of guidance) XX% EBIT margins (achieved in 2021 currently 31%) Even in this ultra-pessimistic case youre still staring down an XX% CAGR through 2030. Now take the midpoint of guidance add a bit of margin expansion and a modest multiple re-rating. Youre suddenly compounding at 25%+ annually for X YEARS STRAIGHT. At these prices this stock is a winner even if a meteor strikes the headquarters. Current position: XX% - Very likely adding more soon"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-16 23:21:30 UTC 10.2K followers, 27.5K engagements

"Portfolio Update July XX 2025 % changes from stock movements themselves. $ASML dip buying is imminent here. I think that business can compound at north of 20%+ CAGR at current prices. Cash pile grows ever so slightly as well"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-18 16:19:10 UTC 10.2K followers, 13.8K engagements

"Didn't realize Adobe is so cheap A fair bit of this is SBC but still 5%+ FCF yield for double digit FCF growth in a stable name like this 🤷♂ $ADBE"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-19 18:17:40 UTC 10.2K followers, 3068 engagements

"Cathie wood says $PLTR can reach $1500 . I'm somehow getting deja vu here 🤔"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-20 03:19:40 UTC 10.2K followers, 8475 engagements

"4/ Monday .com $MNDY This one is perhaps the most attractive on the list so far really attractive KPIs as well"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-15 21:47:10 UTC 10.2K followers, 1892 engagements

"Not entirely incorrect. Second-highest buybacks in any two-quarter stretch in $ASML history. Still a massive signal"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-18 12:07:01 UTC 10.2K followers, 2903 engagements

"Portfolio Update June X 2025 There has been precisely zero activity. The stocks in of themselves have moved around a bit though hence this update. Namely $UBER has declined slightly and $GOOGL has risen since the last update once again taking the second place spot in my portfolio. At the time of this writing I think all of my holdings are undervalued so I currently have zero ambitions of selling anything unless they get stupidly expensive or something changes. My two "speculative" bets in $TMDX and $HIMS have worked out quite well in a relatively short amount of time. They're sitting at 52%"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-06-08 20:17:27 UTC 10.2K followers, 43.9K engagements

"Top XX Wide-Moat Stocks With High Switching Costs 1/ Visa $V 2/ Apple $AAPL 3/ MSCI $MSCI 4/ Nvidia $NVDA 5/ Amazon $AMZN 6/ Fair Isaac $FICO 7/ Workday $WDAY 8/ Microsoft $MSFT 9/ Salesforce $CRM 10/ S&P Global $SPGI"
@QualityInvest5 Avatar @QualityInvest5 on X 2024-09-15 23:40:24 UTC 10.2K followers, 2437 engagements

"YouTube letting you customize your own feed is so simple yet so genius. Instead of guessing what someone may like just let them pick themselves $GOOG $GOOGL"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-13 15:49:02 UTC 10.2K followers, 4370 engagements

"2/ Shopify $SHOP One of Canada's few compounders. The market definitely acknowledges the greatness with in that steep multiple though 👀"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-15 21:47:07 UTC 10.2K followers, 2036 engagements

"Uber mafia continues to grow while Tesla pretends to drive XX cars autonomously Going bankrupt any day now right $UBER $BIDU $TSLA"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-15 16:45:14 UTC 10.2K followers, 4461 engagements

"I don't think the average investor appreciate just how exceptional the returns of the major indices have been over the past X year. S&P QQQ and MSCI World are all average in the mid teens CAGR range. We're WAY over historical averages. $QQQ $SPY $URTH"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-12 20:40:57 UTC 10.1K followers, 5300 engagements

"Hims' subscriber growth is a thing of beauty 4x in X years 👌 $HIMS"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-22 12:59:52 UTC 10.2K followers, 9620 engagements

"One of my favorite compounders is now trading near its lowest valuation in X years: - 30x TTM P/FCF (5Y low) - 15%+ EPS and FCF per share growth - Huge moat from scale MASSIVE switching costs and network effects Definitely one to throw on the watchlist. $MSCI"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-06-29 00:35:18 UTC 10.2K followers, 13.5K engagements

"AND ITS OUT This one was even better than the first one. Available wherever you get your podcasts"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-12 17:32:28 UTC 10.2K followers, 5501 engagements

"Revises guidance down by 2%: Stock drops XX% 😆 $FI now trades at 12.8x forward earnings - growing EPS XX% - buying back 7-8% of shares annually - and continuously expanding their global footprint What a deal"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-23 14:01:34 UTC 10.2K followers, 31.2K engagements

"Video from a year ago still holds up research wise BTW. I cover the quality/moat more in depth over there if you're interested. $MSCI"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-06-29 01:16:16 UTC 10.2K followers, 3435 engagements

"@ValueZ6912 @DimitryNakhla no $MSCI is crazy wide moat super quality. its on the same level as an S&P. It deserves the premium for its predictability. and 30x earnings is actually really cheap for this business"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-23 22:16:23 UTC 10.2K followers, XXX engagements

"Which streaming service do you use (this is for research purposes)"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-19 16:40:15 UTC 10.2K followers, 3507 engagements

"5/ Adyen $ADYEN I actually think shares are attractive here: 40x EV/EBIT for 25%+ operating income growth in a name like this Bargain 😜"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-15 21:47:18 UTC 10.2K followers, 2228 engagements

"11x P/S for that level of growth is not bad at all This might be the first ever IPO I buy 🤔 $FIG"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-22 21:41:52 UTC 10.2K followers, 3544 engagements

"3/ Crowdstrike $CRWD Some of the most impressive KPIs you'll ever see. And the July outage last year although a PR nightmare shows just how mission critical they are to the world"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-15 21:47:08 UTC 10.2K followers, 2035 engagements

"It's amazing how far the health insurance have fallen in such a short amount of time. Drawdown since ATH: $UNH -XX% $ELV -51%"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-20 21:00:01 UTC 10.2K followers, 4753 engagements

"$FICO -XXXX% because freddie mac and fannie mae "will now allow lenders to use the VantageScore XXX credit scoring model." I've seen this story before 🤔"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-08 16:42:11 UTC 10.2K followers, 12.3K engagements

"Arguably the most important chart from the $ASML report: In just two quarters theyve already surpassed the buybacks of any full year in company history. That says a lot"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-16 10:55:28 UTC 10.2K followers, 76.2K engagements

"Don't shoot I'm just the messenger $NET $PLTR"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-22 20:00:00 UTC 10.2K followers, 24.6K engagements

"No it's not the same great deal it was in April at 16-17x earnings. But 21x TTM P/E is still far below where Google typically trades at. I still think the business is undervalued here but won't be adding. $GOOG $GOOGL"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-22 12:56:43 UTC 10.2K followers, 4031 engagements

"Gene munster turning bullish on $GOOGL after shitting on it relentlessly for months just because "search was strong" . It's been strong this whole time you just chose not to use your eyes. Flip. Flop"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-24 02:52:17 UTC 10.2K followers, 3058 engagements

"$NET was ridiculously overvalued at 115x sales. So is $PLTR today. It is almost certain that $PLTR sky high valuation will affect shareholder returns going forward End of story"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-24 02:57:47 UTC 10.2K followers, XX engagements

"LVMH the parent of Louis Vuitton Dior and more is now trading near its lowest multiple in X years. At what point does this world-class luxury empire become too cheap to ignore $LVMH $MC.PA"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-06-07 17:57:36 UTC 10.2K followers, 53.6K engagements

"'Never invest in apparel' But like at some point this is getting too cheap to ignore no $LULU"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-06-19 21:03:21 UTC 10.1K followers, 52.4K engagements

"Evo Gaming in a STEEEEEP drawdown 😬 Any interest $EVO $EVVTY $EVO.ST"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-05-11 16:40:10 UTC 10.2K followers, 7913 engagements

"Not entirely incorrect. Third-highest buybacks in any two-quarter stretch in $ASML history. Still a massive signal"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-18 13:01:58 UTC 10.2K followers, 16.5K engagements

"I need new watchlist stocks Whats your top buy at the moment"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-05-30 17:27:12 UTC 10.1K followers, 38K engagements

"EQB is Canada's hottest bank and their customer growth speaks VOLUMES The figure has risen nearly XXX% over the past X years finally eclipsing the half-million mark recently $EQB"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-06-10 14:00:02 UTC 10.2K followers, 2185 engagements

"@StockMarketNerd probably but like why is r&d and shit also 10x the normal amount 🤨"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-01 23:59:28 UTC 10.2K followers, 1093 engagements

"100 plus year old company up 4x over the past X years. Just cuz it's a boring business doesn't mean you can't make heaps of money on it 🤷♂ $GE"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-14 02:48:23 UTC 10.1K followers, 2558 engagements

"@LondonBrit2020 nah prob not but i should"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-24 02:58:58 UTC 10.2K followers, XXX engagements

"7 Expensive Stocks I'd consider buying if the price was right. 1/ ServiceNow $NOW thread 🧵"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-15 21:47:05 UTC 10.2K followers, 14.8K engagements

"7/ Spotify $SPOT I probably use this app more than anything else on my phone. Not just a daily active user - I'm an hourly active user 😭"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-15 21:47:25 UTC 10.2K followers, 2712 engagements

"LVMH which is the parent of Louis Vuitton Dior and other luxury giants is down XX% from its all-time high. Now trading at just 13x EV/EBIT. Youd have to go back to December 2016 to find it at cheaper valuations. Anyone interest $LVMH $MC.PA"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-06-22 15:58:50 UTC 10.2K followers, 19.3K engagements

"@wangystocks how else can i get excitment in my life. Also this thing trades at 13x earnings now with XX% EPS growth LOL"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-24 03:00:55 UTC 10.2K followers, XXX engagements

"Serious question: has there ever been a mega cap in the history of history that traded at 100x sales and it didnt result in major shareholder losses $PLTR"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-22 22:56:45 UTC 10.2K followers, 17.3K engagements