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@QualityInvest5 "After researching it more Ive come to the realization that $PYPL ads will grow to $20B by next year This has made me re-think my XX% position in $AMZN and XX% $GOOGL I think I will sell at the open and buy $PYPL the new CLEAR ad winner instead Also the buybacks 🤯"
X Link @QualityInvest5 2025-10-13T20:23Z 12.5K followers, 29.7K engagements

"Want to invest in wide moat stocks Here are a few categories to choose from: Financial Services 💹 S&P Global $SPGI Moody's $MCO Visa or Mastercard $V $MA MSCI $MSCI Fair Isaac $FICO Big Tech Amazon $AMZN Google $GOOGL Microsoft $MSFT Meta $META Apple $AAPL Semis🧑🏭 ASML $ASML TSMC $TSM Synopsis $SNPS Nvidia $NVDA KLA Corp $KLAC Industrials✈ Canadian Pacific $CP TransDigm $TDG Safran $SAF.PA General Electric $GE HEICO $HEI Other Tech🤳 Netflix $NFLX Uber $UBER Spotify $SPOT Booking(.)com $BKNG Airbnb $ABNB Software💻 Intuit $INTU Salesforce $CRM Workday $WDAY ServiceNow $NOW Shopify $SHOP"
X Link @QualityInvest5 2025-09-20T17:16Z 12.5K followers, 36.5K engagements

"@DeepIceValue yup classic cigar butt stock. it might be good for one last puff but thats about it man from all directions the moat is eroding and this is a FACT. good lucking pivoting to ads"
X Link @QualityInvest5 2025-10-14T14:45Z 12.5K followers, XXX engagements

"What would you change about this portfolio $AMZN $GOOGL $ASML $UBER $FICO $FI $TMDX $ADBE $HIMS"
X Link @QualityInvest5 2025-09-26T00:00Z 12.5K followers, 27.1K engagements

"If $PYPL can manage low teens FCF per share or EPS growth the stock will work Im just not confident in them achieving that level of growth over the next few years 🤷♂ And Im not too confident in that ads business turning into an overnight success either"
X Link @QualityInvest5 2025-10-08T17:35Z 12.4K followers, 7201 engagements

"We're on pace for THE WORST single-day drop in Ferrari stock's history Investors were disappointed with the modest 2030 guidance revealed in their capital markets day: - X% rev CAGR - XXXX% EPS CAGR - Operating Margin increase to XX% (from 28) $RACE currently down -17%"
X Link @QualityInvest5 2025-10-09T17:25Z 12.4K followers, 18.8K engagements

"$SPGI is probably one of the easiest longs in the market right now: - One of the widest moats on the planet - Double-digit revenue growth - Trading at just 24x FCF Probably the easiest outperformance you can buy right now NFS 🤷♂"
X Link @QualityInvest5 2025-10-14T15:36Z 12.5K followers, 25.1K engagements

"August 1st 2025 Bought a starter position in $FICO at X% ish. Risk v reward is quite attractive here at 40x fwd P/E given the growth + moat profile of this business. Funded using all cash $ASML remains at the top of the watchlist and frankly I think that might be the better buy here. But I already have a position AND I've been dying to get into $FICO for over X years now. Cheers"
X Link @QualityInvest5 2025-08-01T19:29Z 12.5K followers, 77.9K engagements

"Next up gonna make this dune meme but for mortgages"
X Link @QualityInvest5 2025-10-09T15:37Z 12.5K followers, 6368 engagements

"After the -X% drop last Thursday S&P now trades at: - 29x trailing P/FCF - Low to mid-teens FCF per share growth - One of the widest moats of any business on Earth Is $SPGI starting to look attractive again"
X Link @QualityInvest5 2025-09-22T00:59Z 12.5K followers, 17.5K engagements

"LOTS of passion went into this one 😅 While others shill the stock to cozy up to the CEO for an interview Ill tell it straight: the moat and financials are deteriorating And a hail-merry ads business wont save them. New $PYPL video out now 👇"
X Link @QualityInvest5 2025-10-11T23:41Z 12.5K followers, 28K engagements

"Out of the new big tech $ABNB looks like the standout with the lowest valuation & highest margins Yes some of that is boosted by customer deposits but even after adjusting Airbnb still likely leads the pack $SPOT $DASH $UBER $NFLX $ABNB"
X Link @QualityInvest5 2025-10-01T16:22Z 12.5K followers, 3188 engagements

"@QualityGrowthFV Easily overtake $AMZN market cap"
X Link @QualityInvest5 2025-10-15T04:47Z 12.5K followers, XXX engagements

"Evo Gaming in a STEEEEEP drawdown 😬 Any interest $EVO $EVVTY $EVO.ST"
X Link @QualityInvest5 2025-05-11T16:40Z 12.5K followers, 7973 engagements

"$FICO up another X% $UBER at all time highs No more $GOOGL bear takes $ASML is above $1000 Life is good"
X Link @QualityInvest5 2025-10-03T14:53Z 12.5K followers, 11.8K engagements

"Just found one of the only ways to get exposure to Andurils success 👀 Kraken Robotics supplies them with critical underwater batteries and sensors (which are proprietary to Kraken) $KRKNF $PNG.V"
X Link @QualityInvest5 2025-10-05T15:56Z 12.5K followers, 34.3K engagements

"New video covering the $FICO vs $EFX situation btw Disclaimer: Nothing can impact $FICO's moat"
X Link @QualityInvest5 2025-10-09T15:53Z 12.5K followers, 3391 engagements

"@SayNoToTrading $FI has more diversified business segments than $GPN but yeah the debt is worrisome"
X Link @QualityInvest5 2025-10-09T13:23Z 12.5K followers, XXX engagements

"Fiserv is still arguably one of the best opportunities in the market - X% TTM Buyback yield - 13x P/FCF (lowest valuation this decade) - Wide moat in some segments with XX% retention rate narrower moat in other segments like Clover I overall still like the set up here $FI"
X Link @QualityInvest5 2025-09-27T02:07Z 12.5K followers, 16.7K engagements

"According to my calculations $ADBE is a buy 🤓"
X Link @QualityInvest5 2025-09-25T20:15Z 12.4K followers, 20.8K engagements

"@DimitryNakhla didnt realize ge vernova growing THAT fast wow"
X Link @QualityInvest5 2025-10-12T17:54Z 12.5K followers, XXX engagements

"$ASML up X% in overnight trading off the report But obviously we have a long way until the open and anything can happen"
X Link @QualityInvest5 2025-10-15T05:21Z 12.5K followers, 17.2K engagements

"After reading some of these replies I can confirm sentiment is complete garbage on this name Lots of hostility too 🫥 $ACN"
X Link @QualityInvest5 2025-09-27T21:49Z 12.4K followers, 6939 engagements

"Has anyone realized just how cheap Accenture has gotten This isn't some narrow moat garbage retailer. we're talking about one of the biggest and most important professional services in the WORLD Stupidly cheap $ACN"
X Link @QualityInvest5 2025-09-27T01:06Z 12.4K followers, 72.2K engagements

"During the peak $FICO selloff you could've almost bought $FICO and $EFX at the same valuation One of them grows significantly faster and has a MUCH better moat 👀"
X Link @QualityInvest5 2025-10-09T13:31Z 12.5K followers, 2790 engagements

"2. $SAF.PA Safran Aerospace Engines Safran (via CFM w/ $GE) dominates narrow-body jets: the CFM56 & LEAP engines power 70%+ of global fleets. With 40k+ engines in service and decades of high-margin servicing airlines are locked in for 2030 years after purchase. Thats a textbook standards moat in aviation ✈"
X Link @QualityInvest5 2025-09-16T19:02Z 12.4K followers, 1233 engagements

"@longoption meanwhile he was one of the key people who STARTED AWS the ignorance is insane"
X Link @QualityInvest5 2025-10-14T17:50Z 12.5K followers, XXX engagements

"1. $MCO Moody's - Credit Ratings Business Moody's has been the standard for corporate debt ratings for over a century. When an enterprise wants to raise debt for their business operations they MUST get a rating from $MCO because it's a stamp of approval on that business"
X Link @QualityInvest5 2025-09-16T19:02Z 12.5K followers, 1346 engagements

"My returns in the reply if any of you were curious. Steadily climbing towards 100K USD btw 😉"
X Link @QualityInvest5 2025-10-03T17:58Z 12.5K followers, 19.7K engagements

"Congrats $AMD bros 😳"
X Link @QualityInvest5 2025-10-06T13:12Z 12.5K followers, 4313 engagements

"I find it hilarious how Ebay has more than tripled the performance of PainPal XX years after the spin-off $PYPL $EBAY"
X Link @QualityInvest5 2025-09-24T22:49Z 12.4K followers, 3692 engagements

"Lululemon at 8x earnings opening stores at the same XX per year cadence they've kept up over the past few years Yes there's short-term margin pressure and a slowdown in growth. But the rest of retail is also feeling it. I think this can work from here $LULU"
X Link @QualityInvest5 2025-09-30T19:36Z 12.5K followers, 18.1K engagements

"@IshfaaqPeerally company growing revenues at XX% should pay a special dividend. Yup makes total sense 👍"
X Link @QualityInvest5 2025-10-13T15:18Z 12.5K followers, XXX engagements

"@George_Dubs_ @DeepIceValue Did you just completely ignore me asking for any details as to how this business will be successful and instead give me meaningless numbers on a graph from projections made by AI U JUST PROVED MY POINT 😂😂"
X Link @QualityInvest5 2025-10-15T02:34Z 12.5K 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"
X Link @QualityInvest5 2025-06-07T17:57Z 12.5K followers, 57.4K engagements

""10T opportunity guys" . basically the Nvidia of language learning $DUOL"
X Link @QualityInvest5 2025-10-05T20:02Z 12.5K followers, 26K engagements

"Origination Securitization $FICO Securitization market share is XX% and thats where they derive their moat from No credit score at any price vantage or other can damage securitization"
X Link @QualityInvest5 2025-10-08T16:40Z 12.5K followers, 2909 engagements

"$ASML earnings in two days"
X Link @QualityInvest5 2025-10-12T20:20Z 12.5K followers, 9879 engagements

"This ones an exception $RMS.PA"
X Link @QualityInvest5 2025-09-14T15:10Z 12.5K followers, 5543 engagements

"Say what you want about Robinhood's ridiculous valuation. I've NEVER seen such rapid margin improvement in any business. ever $HOOD"
X Link @QualityInvest5 2025-10-09T16:45Z 12.5K followers, 50.5K engagements

"@Sloth_Investing Google pay apple pay and in the case of P2P payments competitors are charging 10x less or free in many cases"
X Link @QualityInvest5 2025-10-15T17:33Z 12.5K followers, XX engagements

"Did you guys know about this $GOOGL $SQSP"
X Link @QualityInvest5 2025-10-09T20:48Z 12.5K followers, 2598 engagements

"Portfolio Update Sept X 2025 Zero changes. Just the stocks in of themselves moved around a bit. Namely $GOOGL which has been a rocket and $ASML shooting up a cool XX% since the last update. I continue to want to sell out of $HIMS & $FI in the next 1-2 quarters or so. Both are fundamentally great businesses I just don't want to have stocks that I babysit and when I bought into them I told myself neither would be longer term holds anyways. I'd probably roll the small XXX% $HIMS position into $TMDX or maybe another speculative bet. And $FI I'd likely roll into a mixture of $ASML and $UBER"
X Link @QualityInvest5 2025-09-09T08:09Z 12.5K followers, 72.5K engagements

"Up XX% since that last tweet . now trades 17x EV/EBIT $LVMH $LVMUY $MC.PA"
X Link @QualityInvest5 2025-10-15T15:42Z 12.5K followers, 2890 engagements

"Bought a starter in Adober $ADBE at $XXX - 19x SBC adjusted P/FCF - 15%+ FCF per share growth - X% share reduction (likely to continue) IMO you simply can't lose at these prices. I wanna make it a 10%+ position over the next little while"
X Link @QualityInvest5 2025-09-15T18:45Z 12.5K followers, 70.2K engagements

"@makeminea_99 "buzzword and buzzword and buzzword and did i mention for XX years we've done buzzword and you know what jimmy it's all just SO incredible what Salesforce has achieved. " LOL"
X Link @QualityInvest5 2025-10-15T04:29Z 12.5K followers, XXX 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"
X Link @QualityInvest5 2024-09-15T23:40Z 12.5K followers, 2456 engagements

"$UBER just closed above $XXX 😆"
X Link @QualityInvest5 2025-10-06T20:12Z 12.4K followers, 2734 engagements

"Optically cheap but based off historicals we're getting up there $TSM"
X Link @QualityInvest5 2025-10-08T19:45Z 12.5K followers, 3510 engagements

"I don't care how bad the issues of a company are no business that is growing AT ALL should be trading at an X% FCF yield Evo will likely have over XX% revenue growth from here on out and should not be valued like a declining tobacco business Ridiculous $EVO $EVVTY $EVO.ST"
X Link @QualityInvest5 2025-01-23T14:41Z 12.4K followers, 12.1K engagements

"$RELY's customer count has grown at XX% per year. FOR X YEARS STRAIGHT. Absolutely disgusting"
X Link @QualityInvest5 2025-10-03T18:08Z 12.5K followers, 4085 engagements

"All of the financial services stocks are down today S&P Global $SPGI -XXX% Moody's $MCO -XXX% Morningstar $MORN -XXX% MSCI $MSCI -XXX% Why 🤔"
X Link @QualityInvest5 2025-09-18T19:17Z 12.4K followers, 50.7K engagements

"Portfolio Update Sept XX 2025 Bought a starter X% position in $ADBE and I'm hoping to make it XX% position in the future (I have zero cash atm). $ASML with its meteoric rise today overtook $UBER as my 3rd biggest position"
X Link @QualityInvest5 2025-09-18T19:32Z 12.5K followers, 81.2K engagements

"meat $race* oops"
X Link @QualityInvest5 2025-10-09T22:15Z 12.4K followers, 1273 engagements

"@teechongyen pypl is the only deserved one"
X Link @QualityInvest5 2025-10-15T04:30Z 12.5K followers, XXX engagements

"SHARP revenue de-acceleration over at Evo Gaming. Stock down XX% on the day $EVO $EVVTY $EVO.ST"
X Link @QualityInvest5 2025-04-30T16:50Z 12.5K followers, 6448 engagements

"Google is also a toll-booth One of my mini bear cases on Reddit has always been how much control Google has over their business $GOOGL $RDDT"
X Link @QualityInvest5 2025-10-05T04:30Z 12.4K followers, 5649 engagements

"@George_Dubs_ @AustinH26415112 they gonna shock the world again 😂🤣"
X Link @QualityInvest5 2025-10-13T18:55Z 12.4K followers, XX engagements

"PSA: $EFX can drop the price of their scores to $XXXX and it still wouldnt hurt $FICO FICOs moat doesnt come from underwriting (pulling the score at the time of a loan decision) It comes from securitization where they have a XX% market share See below for explanation"
X Link @QualityInvest5 2025-10-08T15:07Z 12.5K followers, 7898 engagements

"@InvestingVisual i think tsm should be same level as asml no"
X Link @QualityInvest5 2025-10-05T19:01Z 12.5K followers, 1372 engagements

"Double the growth for a slightly higher PE Granted not a direct comparison because one's a PSP and the other a card network But both are benefitting from the same secular growth trends in the same industry $ADYEN $MA"
X Link @QualityInvest5 2025-09-22T02:10Z 12.5K followers, 3594 engagements

"Massive Brazilian tilt in $MELI's revenues With Argentina and Mexico shaping up as the next big growth engines"
X Link @QualityInvest5 2025-10-09T17:00Z 12.5K followers, 5611 engagements

"$TSM stock now starts with a X 🤯 I remember when this was a dead stock at $XX with guaranteed China invasion coming soon Congrats bulls"
X Link @QualityInvest5 2025-10-06T15:59Z 12.5K followers, 4034 engagements

"Wise is firing on ALL cylinders - more customers - more spending volume - and higher balances in customers' accounts And unlike everyone's favourite value trap (PainPal) their take rate is moving up not down 🤷♂ $WISE.L"
X Link @QualityInvest5 2025-09-30T18:05Z 12.5K followers, 4147 engagements

"@comolokkkocu They're just foregoing the credit bureaus and selling directly to lenders. some new revenue capture but majorirty of the business is orange arrow in securitization"
X Link @QualityInvest5 2025-10-09T21:20Z 12.5K followers, XX engagements

"@Joycz_ are we talking about $NOW or $ADBE I was saying that about $NOW being expensive. Im very bullish on $ADBE at these prices and i think with a re rate it can run 50%+ in a short period of time (kinda like google yk)"
X Link @QualityInvest5 2025-10-15T16:01Z 12.5K followers, XX engagements

"5/ S&P Global $SPGI - 27x FCF / XXX% FCF Yield Tested and tried compounder. SPGI is now trading at its lowest valuation since the IHS Markit merger. Great business great moat cheap valuation 😉"
X Link @QualityInvest5 2025-04-29T13:45Z 12.4K followers, 1580 engagements

"My favourite non-US stock is $ASML because of its monopoly-like moat great margins and excellent secular growth 👌 Whats your favourite non-US stock and why"
X Link @QualityInvest5 2025-09-07T15:33Z 12.5K followers, 25.5K engagements

"Is there any better way to wake up than this $FICO up a whopping XX% in pre market $ASML up another X% nearly +50% YTD Quality bros were SO back"
X Link @QualityInvest5 2025-10-02T11:57Z 12.5K followers, 10.6K engagements

"Some pretty sizeable drawdowns for the financial data stocks S&P Global $SPGI -XX% Morningstar $MORN -XX% Factset $FDS -XX% Gartner $IT -XX% Any interest"
X Link @QualityInvest5 2025-09-23T14:51Z 12.5K followers, 24.4K engagements

"$FICO INTRADAY HIGH WAS UP XX% DO YOU KNOW WHAT WE CALL THAT"
X Link @QualityInvest5 2025-10-02T15:37Z 12.5K followers, 5641 engagements

"SEE I TOLD YOU IT'S A BLACK BOX AND WILL EVENTUALLY DROP $BN -XX% 🥳"
X Link @QualityInvest5 2025-10-10T16:58Z 12.5K followers, 21.6K engagements

"as an investor do yourself a favour and never invest in airlines $SAVE"
X Link @QualityInvest5 2025-08-29T23:09Z 12.4K followers, 7493 engagements

"Dark horse candidate for acquisition by either $UBER or $DASH in the next XX years: HelloFresh the worlds largest meal-kit delivery company. With brands like Green Chef Factor and EveryPlate $HFG commands roughly XX% market share in its category. The stock is down XX% from all-time highs as sales have recently started to decline. the markets pessimism is understandable. But at todays valuation its hard to ignore: - Trading at just 0.19x TTM sales - Generated 7B in revenue and 4.5B in gross profit over the past year - Market cap: only 1.1B 🤯 Thats wild for a business of this scale. Theres"
X Link @QualityInvest5 2025-10-05T02:51Z 12.5K followers, 20.3K engagements

"GoDaddy's an interesting business because XX% of the revenues are reccuring. People keep paying for their domain every year $GDDY"
X Link @QualityInvest5 2025-06-20T13:49Z 12.5K followers, 1795 engagements

"Just finished recording Top XX Moats of All Time What do you think made the list 👇"
X Link @QualityInvest5 2025-07-26T00:41Z 12.4K followers, 14.1K engagements

"@NewcomerInvest Nice try bro $shop exists"
X Link @QualityInvest5 2025-10-13T15:52Z 12.5K followers, XXX engagements

"After today's events: The company with XX% OPERATING margins on its core business is about to have even higher margins with faster growth and a wider moat Winners keep winning. $FICO"
X Link @QualityInvest5 2025-10-02T22:28Z 12.5K followers, 6646 engagements

"which great innovations list every single one of them and give me a reason they will succeed and how dont tell me theyre working on adverising tell me how and where theyll place these ads / why will it be a good business seriously you guys all say theres SOO many innovations the company is working on. but i think thats just a recycled talking point because the CEO said on a call they have SOO many innovations blah blah without giving any details reminds me of Karp saying theyre the best product because theyre the best product and they can charge the most because theyre the best product LOL 😂"
X Link @QualityInvest5 2025-10-14T23:48Z 12.5K followers, XX engagements

"$ADYEN starting to get interesting again. - 35x forward P/E - 25%+ projected EPS growth - Wide-moat stemming from high authorization rates and switching costs Ideally I would've sold $FI by now 😅"
X Link @QualityInvest5 2025-09-16T13:28Z 12.5K followers, 4082 engagements

"5. $GOOGL Google - Internet Search Google is synonymous with internet search providing the most comprehensive and reliable search results. When people need information they turn to $GOOG setting the standard for search engines"
X Link @QualityInvest5 2025-09-16T19:02Z 12.4K followers, XXX engagements

"Another quarter of disappointing performance for Polen Capital: XXXX% YTD net of fees vs. S&P's XXXXX% My biggest gripe with them is the sheer amount of activity EVERY single quarter and often selling undervalued companies for overvalued names because they have momentum in them. This strategy is fine and you can make money doing it But when you claim to place emphasis "on durable high-quality businesses" Then start trading in and out of positions every quarter with resulting in like XX% annual turnover . IDK man"
X Link @QualityInvest5 2025-10-11T15:27Z 12.5K followers, 40.1K engagements

"FANTASTIC post on $GE $TDG and how the new $HON spin-off will fit into all of this Looks very intriguing 👀"
X Link @QualityInvest5 2025-09-19T10:24Z 12.5K followers, 5020 engagements

"6. $FICO Fair Isaac - Consumer Credit Scores FICO is the gold standard in credit scoring powering decisions for lenders banks and investors worldwide. FICO is the trusted backbone of consumer finance and the standard for assessing credit quality - even after origination"
X Link @QualityInvest5 2025-09-16T19:02Z 12.4K followers, 1132 engagements

"Still waiting 🤣 $SPOT"
X Link @QualityInvest5 2025-10-01T14:51Z 12.4K followers, 4259 engagements

"@HatedMoats sold it at a single digit % loss TWO YEARS ago to buy google at XXX it hurt me so bad dude i have nightmares about it every night 😱"
X Link @QualityInvest5 2025-10-13T21:39Z 12.4K followers, XXX engagements

"@Invesquotes ur intuition is wrong this quarter we going UP"
X Link @QualityInvest5 2025-10-14T21:49Z 12.5K followers, XXX engagements

"Sora X just killed Adobe. $ADBE"
X Link @QualityInvest5 2025-10-04T16:43Z 12.5K followers, 67.5K engagements

"@G00G00LY even if i believed agentic commerce is something that's around the corner. That's YET another area of unknown investment for the company just like how theyre dumping money into advertising for an unknown ROI over an unknown period of time Seriously"
X Link @QualityInvest5 2025-10-12T18:02Z 12.4K followers, XXX engagements

"Its wild how $TSLA keeps soaring on hype and empty promises while the fundamentals fall apart. Good luck"
X Link @QualityInvest5 2025-10-06T15:00Z 12.5K followers, 24.9K engagements

"Guccis parent company $KER is in REAL trouble The stocks doubled since the April lows yet is still down XX% from the ATH All the while revenue growth has been falling off a cliff Has the red python lost its flair 💔🐍"
X Link @QualityInvest5 2025-10-15T15:52Z 12.5K followers, 1867 engagements

"BOOM. $UBER THE TRAVEL AGGREGATOR BEGINS"
X Link @QualityInvest5 2025-10-07T16:28Z 12.4K followers, 12.3K engagements

"Efficient market hypothesis Theres no alpha in mega caps $META $NFLX $AMZN $GOOGL"
X Link @QualityInvest5 2025-10-11T18:36Z 12.5K followers, 9339 engagements

"FinTwit had a MELTDOWN over the weekend over a XXX% drawdown in the index I can't wait to see the next 2022-style bear market LOL $SPY"
X Link @QualityInvest5 2025-10-14T15:48Z 12.5K followers, 3067 engagements

"The better share cannibal fintech with a core business that isn't being disrupted and a top-line that's ACTUALLY GROWING $FI $PYPL"
X Link @QualityInvest5 2025-10-12T18:04Z 12.5K followers, 14K engagements

"I'm starting to get the hype now 8x forward FCF for 20%+ top-line growth $FOUR"
X Link @QualityInvest5 2025-10-08T19:41Z 12.5K followers, 67.1K engagements

"Airbnb can take up to XX businesses days to refund a cancellation I bet they're really happy with all that float $ABNB"
X Link @QualityInvest5 2025-09-30T17:22Z 12.5K followers, 2851 engagements

"Spotify is one of the most underrated tech businesses of our time - 43x P/FCF - 15%+ Revenue Growth - Wide moat from scale switching costs and mild network effects I'd love to be a shareholder someday $SPOT"
X Link @QualityInvest5 2025-10-01T19:56Z 12.4K followers, 4726 engagements

"Just realized $ASML earnings is next week This past quarter FLEW by"
X Link @QualityInvest5 2025-10-07T17:07Z 12.4K followers, 4055 engagements

"Secret $FICO bull thesis 😂"
X Link @QualityInvest5 2025-10-13T15:47Z 12.5K followers, 6342 engagements

"My completely analytical and extremely sophisticated prediction for this earnings is +12% because its a new all time high 🧐 $ASML"
X Link @QualityInvest5 2025-10-14T17:48Z 12.5K followers, 6009 engagements

"@TheEUInvestor i going to full port $pypl at open best opportunity of all time easy XX bagger just like meta which also is doing advertising right have u heard about the buyback yield bro"
X Link @QualityInvest5 2025-10-13T21:53Z 12.5K followers, 1724 engagements

"$MNDY today gives me 2023 $PAYC vibes Slowing growth while ramping profits market cant decide how to value it so it slashes the sales multiple"
X Link @QualityInvest5 2025-10-08T16:17Z 12.4K followers, 1714 engagements

"Salesforce VP tryna sell me Agentforce 🤣 $CRM"
X Link @QualityInvest5 2025-10-10T16:55Z 12.5K followers, 4379 engagements

"Insane chart game 👇"
X Link @QualityInvest5 2025-10-11T18:39Z 12.5K followers, 4980 engagements

"Secret $UBER bull thesis: As autonomous grows. Uber can pivot the riders to be a workforce of labor for hire on a flexible schedule for a variety of tasks This is a two sided network Uber is the biggest ride hailing app and the biggest platform for flexible work"
X Link @QualityInvest5 2025-10-06T19:52Z 12.4K followers, 5500 engagements

"At $XXX $SPGI is the cheapest its been since the IHS Markit merger. One of the worlds highest-quality businesses with a solid low to mid teens growth profile. Looks like a steal right about now 🧐"
X Link @QualityInvest5 2025-04-27T17:30Z 12.4K followers, 14.2K engagements

"i just tweeted about how as soon as stock goes down people want the head of the CEO but i actually think in this case its time for benioff to step away or move to Chair position on board hes not a day to day operations ceo hes a relationship builder and marketing head if the company and thats a role reserved for the Chair of the company not CEO"
X Link @QualityInvest5 2025-10-14T23:50Z 12.5K followers, XXX engagements

"Ferrari $FACE in the low 300s gets more interesting IMO. Will be trading at 23/24x forward EV/EBIT. Similarly valued to something like $SPGI today which I regard as another super wide-moat compounder with low teens EPS growth"
X Link @QualityInvest5 2025-10-09T19:26Z 12.5K followers, 9838 engagements

"@FadingTheNoise google is a fantastic 21st century invention i suggest you use it to your advantage XXX% gross margins are very possible zero COGS or COGS that are so insignificant when the gross margin is rounded it equals 100%"
X Link @QualityInvest5 2025-10-09T13:11Z 12.4K followers, XXX engagements

"Case and point why the PE ratio is complete garbage. We have geniuses seeing the stock fall looking at the PE and concluding that $CSU.TO is still overvalued Meanwhile the PE ratio isn't reflective of CSU's actual earnings AT ALL"
X Link @QualityInvest5 2025-09-25T19:13Z 12.5K followers, 6988 engagements

"Zillow has how many monthly actives $ZG"
X Link @QualityInvest5 2025-04-05T18:34Z 12.4K followers, 2774 engagements

"I am praying for another swing at $SHOP if this tariff stuff escalates. Not buying in the $70-$85 range earlier this year haunts me every night 😅"
X Link @QualityInvest5 2025-10-11T02:22Z 12.4K followers, 5368 engagements

"REMINDER: $ADBE is STILL a cash machine. 15%+ EPS growth just from revenue and buybacks no miracles needed. And its trading at an eye-watering 15x earnings. Cheers"
X Link @QualityInvest5 2025-10-07T18:43Z 12.5K followers, 28.2K engagements

"WTF CASE AND POINT A FEW SENTENCES LATER THEY BOUGHT $ADBE THEN TRIMMED IT WITHIN THE SAME QUARTER ARE WE BEING SERIOUS HERE"
X Link @QualityInvest5 2025-10-11T15:35Z 12.5K followers, 9525 engagements

"$GE HAD HOW MUCH DEBT ON THEIR BALANCE SHEET 😲"
X Link @QualityInvest5 2025-10-02T23:14Z 12.4K followers, 4960 engagements

"$PYPL Is The Clearest Case of Innovator's Dilemma I've EVER Seen. but nobody wants to admit it I don't wanna single this guy out but this just speaks to a WAY bigger issue I see in investing ALL THE TIME which has to do with "narrative-based thinking" Completely following the narrative blindly usually when a stock is down but in this case it's following the bull case that PayPal will spawn an ads business and pump our bags up. If you do any sort of first principles thinking into the feasibility of PayPal launching an ads business. You quickly start to realize they don't ACTUALLY have the"
X Link @QualityInvest5 2025-10-15T04:38Z 12.5K followers, 5942 engagements

"10T TAM THIS IS EASILY A 100X OPPORTUNITY AND THEY WILL DISRUPT ALL FORMAL EDUCTATION I'M FULL PORTING AT CLOSE $DUOL"
X Link @QualityInvest5 2025-10-09T17:08Z 12.5K followers, 6964 engagements

"Decade high dividend yield for Target 👀 $TGT"
X Link @QualityInvest5 2025-10-12T18:28Z 12.5K followers, 4231 engagements

"@fiscorainvest im ngl bro $SPOT is hella expensive"
X Link @QualityInvest5 2025-10-15T16:02Z 12.5K followers, XXX engagements

"@ttactics011 @DeepIceValue in the fintech lands of things. $FI has somewhat of a moat will comfortably grow EPS at a mid teens pace no immediate disruption risk. also trades at 12x earnings the ONLY downside they have lots of debt. a little over 3x debt/ebitda"
X Link @QualityInvest5 2025-10-14T14:47Z 12.5K followers, XXX engagements

"$FICO down XX% over something that wont impact their business 😂 Efficient markets right"
X Link @QualityInvest5 2025-10-08T16:38Z 12.5K followers, 8512 engagements

"@QualityGrowth_ yep that X% $MO yield is really moving the needle on a 10K portfolio 😂"
X Link @QualityInvest5 2025-10-13T02:23Z 12.4K followers, XX engagements

"All roads lead back to $TSM or was it $ASML no Carl Zeiss Or Cymer in San Diego for the light source. Wait Edwards handles the vacuum But VAT Group does the valves and $KLAC quality checks the wafers. But none of that works without $SNPS's design software powered by $ANSS simulations running on $NVDA GPUs. And at the very start It's all sand melted into glass purified into silicon So the whole digital world is built on dust Lol"
X Link @QualityInvest5 2025-10-09T19:13Z 12.5K followers, 6031 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"
X Link @QualityInvest5 2025-06-22T15:58Z 12.5K followers, 19.5K engagements

"Give your money to Bruce Flatt and F off strategy claims another all-time high today Congrats to all shareholders 🥳 $BN $BN.TO"
X Link @QualityInvest5 2025-09-18T22:43Z 12.4K followers, 7235 engagements

"Anybody interested in $CSU.TO This is all the due diligence you need 👌"
X Link @QualityInvest5 2025-09-26T16:50Z 12.5K followers, 15.3K engagements

"$ADBE trades at under 15x forward earnings while growing EPS 1417% a year. And theres STILL zero sign of disruption. Have a great day 👋"
X Link @QualityInvest5 2025-10-14T21:48Z 12.5K followers, 27.7K engagements

"Now this is just margin on options. Imagine what happens with 50x leverage on crypto over at Coinbase $COIN"
X Link @QualityInvest5 2025-10-13T15:45Z 12.5K followers, 3002 engagements

"@Alexand92792198 im eyeing like XXX ish"
X Link @QualityInvest5 2025-10-15T18:06Z 12.5K followers, XX engagements

"Just discovered a LITERAL toll booth business. - X% Revenue CAGR - XX% Gross Profit Margin - Riddled with debt at 5x debt/EBITDA Interesting stuff 👀 $FER"
X Link @QualityInvest5 2025-08-10T17:05Z 12.4K followers, 4429 engagements

"Look what I saw out in the wild $MNDY 👀"
X Link @QualityInvest5 2025-10-05T17:30Z 12.5K followers, 3678 engagements

"I will continue to say it I dont think Amazon is some steal of the century. If you buy today it probably outperforms But Id like to see it at 180-190 before Id even consider adding 16x P/OCF at that price or a 24x forward PE $AMZN"
X Link @QualityInvest5 2025-10-10T23:01Z 12.5K followers, 14.8K engagements

"Google AI mode consistently getting better just from my own anecdotes Much smoother than just a few months ago the animations have gotten better etc $GOOG $GOOGL"
X Link @QualityInvest5 2025-10-05T15:48Z 12.5K followers, 2752 engagements

"Salesforce has to be the ONLY company where a partnership with Open AI sends the stock down The SellsForce prophecy strikes again 😭 $CRM -XXX% today"
X Link @QualityInvest5 2025-10-14T21:57Z 12.5K followers, 17.5K engagements

"TransMedics margin expansion story is a thing of beauty -XX% XX% in less than X years Incredible $TMDX"
X Link @QualityInvest5 2025-09-27T15:06Z 12.5K followers, 10K engagements

"Broadcom's dividends have grown 12x over the past decade representing a XX% average annual growth rate Had you bought shares XX years ago your yield on cost would be a WHOPPING XX% right now. Wild. $AVGO"
X Link @QualityInvest5 2025-09-28T16:21Z 12.5K followers, 14.2K engagements

"Some high-quality stocks I think are currently undervalued: SEVERLY UNDERVALUED Salesforce $CRM at $XXX Adobe $ADBE at $XXX Constellation Software $CSU.TO at $3800 Fiserv $FI at $XXX TransMedics $TMDX at $XXX UNDERVALUED Transdigm $TDG at $1300 S&P Global $SPGI at $XXX MSCI $MSCI at $XXX Adyen $ADYEN at $1440"
X Link @QualityInvest5 2025-10-02T15:00Z 12.5K followers, 39.2K engagements

"At some point this valuation gets a bit ridiculous no They still have double digit top-line and will likely achieve XX% EPS growth for the next few years $ADBE"
X Link @QualityInvest5 2025-08-10T17:26Z 12.5K followers, 34.9K engagements

"hmm this is something i think about often personally if i find an opportunity that is SIGNIFICANTLY better than $spgi (assuming i was a shareholder) while $spgi was trading at 40x fcf id sell and move on a lot of people subscribe to never sell mentality and thats fine assuming your time horizon is truly XX years or more. but just know that at any point you can experience a long period of flat returns holding on to a XX% grower at say 40x fcf i think anything north of 3x P/FCF to growth is pricing in a lot so if we expect SPGI to have about 12-13% FCF per share growth. thats roughly high 30s"
X Link @QualityInvest5 2025-10-14T18:31Z 12.5K followers, XXX engagements

"On the surface Reddits 15x EV/Sales multiple looks pricey. but this company is just beginning to monetize and the potential here is MASSIVE 👇 - XX% YoY revenue growth - 1.2B MAUs with only $XX ARPU tons of runway - 138K niche communities = hyper-targeted ads - Self-moderation (can be a long-term cost advantage) - XX% gross margins (higher than $META) - Now profitable with X quarters of positive earnings With a relatively low market cap and massive untapped monetization potential $RDDT could be a long-term winner especially when considering JUST how fast they're growing"
X Link @QualityInvest5 2025-10-15T18:00Z 12.5K followers, 1429 engagements

"Intercontinental Exchange $ICE which owns the NYSE is one of the most overlooked names in the 'wide moat quality' camp - 22x fwd PE - XXX% gross margins XX% operating margins - Will likely deliver a comfortable low teens EPS CAGR moving forward I think the stock can do well from here"
X Link @QualityInvest5 2025-10-09T00:04Z 12.5K followers, 16.5K engagements

"$PDD has a $190B market cap about 1/3rd of that is JUST their cash balance Unreal"
X Link @QualityInvest5 2025-10-02T13:16Z 12.5K followers, 3847 engagements

"@inxpensveinvest this is exactly what im saying $snps trades down on bad earnings and becomes somewhat undervalued they sell it to buy $now at 20x ev/sales and what $avgo trading st again seriously man"
X Link @QualityInvest5 2025-10-11T16:34Z 12.4K followers, XXX engagements

"Mastercard's level margins as an industrial is nothing short of impressive. $TDG"
X Link @QualityInvest5 2025-09-23T00:07Z 12.5K followers, 4037 engagements

"The disconnect in $ASML never ceases to amaze me. Over the past X years: - Operating income is up XXX% - Revenues are up XX% - Stock price Up just XXX% At 21x EV/EBIT this looks like a massively asymmetric setup. I dont think the market can ignore it for much longer"
X Link @QualityInvest5 2025-08-18T21:11Z 12.5K followers, 58.1K engagements

"Just uploaded a video on a Chris Hohn stock which is arguably the WIDEST moat business I've ever studied - 70%+ recurring revenue - Customer lock-in cycles that span 50+ years - Tens of billions in R&D protecting a treasure trove of IP and patents Seriously ENJOY $SAF $SAP.PA"
X Link @QualityInvest5 2025-09-19T01:26Z 12.4K followers, 4899 engagements

"@SayNoToTrading i like the merchant acquirer business as well but id rather invest in something like $FI at similar valuation or $ADYEN"
X Link @QualityInvest5 2025-10-09T00:06Z 12.5K followers, XXX engagements

"$TMDX is stupidly cheap for how fast it's growing"
X Link @QualityInvest5 2025-09-27T02:33Z 12.5K followers, 7814 engagements

"Courtesy of @Spsk2000 it seems management has been eyeing the possibility of a buyout already I still think my proposed $UBER $DASH or $CART are better homes to $HFG than any of these other companies But what do I know 🤷♂"
X Link @QualityInvest5 2025-10-05T19:00Z 12.5K followers, 5022 engagements

"The single greatest economic moat a business can possess is to be recognized as a standard "where the network effects created by your past sales give you the right to make your next sale" - $MCO CEO Ray McDaniel Here are XX POWERFUL examples of a "standards" business 🧵👇"
X Link @QualityInvest5 2025-09-16T19:02Z 12.5K followers, 17K engagements

"@PronkDaniel they $MELI thesis is: they become LatAm"
X Link @QualityInvest5 2025-10-09T19:04Z 12.5K followers, 1297 engagements

"@SayNoToTrading very solid and yeah now in the low 100s its quite a steal. im jealous of ur adyen position also im familiar with that processing chart. very impressive how $fi is still up there despite so much hype around these newer fintechs"
X Link @QualityInvest5 2025-10-09T00:29Z 12.5K followers, XXX engagements

"THE TIMING 🤌 $SPOT"
X Link @QualityInvest5 2025-10-03T11:35Z 12.5K followers, 2742 engagements

"$ASML reports XXX billion total net sales and XXX billion net income in Q3 2025 Re-iterates FY 2025 guidance of XX% YoY sales growth with gross margin around XX% They see positive momentum around investments in AI and are expecting continued strength with customers"
X Link @QualityInvest5 2025-10-15T05:17Z 12.5K followers, 22.5K engagements

"Dividend Growth Dividend Yield If you truly want to retire off of passive income try to spot the next Broadcom and then hold it for a LOOONG time $AVGO"
X Link @QualityInvest5 2025-10-12T19:09Z 12.5K followers, 9023 engagements

"@xvrmdf for the most durable moat of all time that typically trades at 35x PLUS. yeah its not bad at all considering thats real FCF too unlike some other tech companies who have a quarter of their fcf eaten up by sbc 🤦♂"
X Link @QualityInvest5 2025-10-14T18:26Z 12.5K followers, XXX engagements

"Adobe's revenues have doubled while the stock is flat. I'm sure it's nothing $ADBE"
X Link @QualityInvest5 2025-10-14T22:36Z 12.5K followers, 16.6K engagements

"Funny how everyone suddenly HATES Andy Jassy only when $AMZN stock goes down"
X Link @QualityInvest5 2025-10-14T17:25Z 12.5K followers, 7172 engagements

"2021 was a different time 💀 $IBKR"
X Link @QualityInvest5 2025-10-03T14:47Z 12.4K followers, 2930 engagements

"It's baffling to see just how far $TTD has fallen in such a short amount of time Be careful with valuation"
X Link @QualityInvest5 2025-10-06T14:07Z 12.5K followers, 3552 engagements

"@moontasia18491 @dming @Costco @dkhos at this rate uber should buy expedia hellofresh and instacart 😂 whats funny is they all make strategic sense imo"
X Link @QualityInvest5 2025-10-05T03:15Z 12.4K followers, XX engagements

"extremely sarcastic i know they did a split im actually a fan of $BN"
X Link @QualityInvest5 2025-10-10T16:58Z 12.5K followers, 3789 engagements

"@QualityGrowthFV oh theres a lot more man"
X Link @QualityInvest5 2025-10-11T23:54Z 12.4K followers, XXX engagements

"Ran a screener: - Market Cap $50B - P/FCF between 1530 - 3Y Projected FCF Growth XX% Only X results: X Chevron $CVX XXXX% FCF Growth 19.4x P/FCF X Uber $UBER XXXX% FCF Growth 23.6x P/FCF X Newmont $NEM XXXX% FCF Growth 17.9x P/FCF X Dell $DELL XXXX% FCF Growth 19.4x P/FCF X Royal Caribbean $RCL XXXX% FCF Growth 23.8x P/FCF X Equinix $EQIX XXXXX% FCF Growth 21.8x P/FCF X Enterprise Prod. $EPD XXXX% FCF Growth 16.3x P/FCF X Workday $WDAY XXXX% FCF Growth 26.4x P/FCF X D.R. Horton $DHI XXXX% FCF Growth 18.7x P/FCF"
X Link @QualityInvest5 2025-10-06T16:00Z 12.5K followers, 15.5K engagements

"@Joycz_ great biz qualitatively but it comes at a steep multiple"
X Link @QualityInvest5 2025-10-15T15:54Z 12.5K followers, XX engagements

"@dming $SAF.PA Safran lots of talk in our discord"
X Link @QualityInvest5 2025-09-18T22:24Z 12.4K followers, XXX engagements

"Evo's valuation and growth rate have pretty strong correlation over the past few years Live revenue up XX% YoY but still declining Valuation the lowest it's ever been at just 12x P/FCF $EVO $EVVTY $EVO.ST"
X Link @QualityInvest5 2025-04-22T20:00Z 12.5K followers, 5696 engagements

""But the buybacks" 😂😂 $PYPL"
X Link @QualityInvest5 2025-10-10T23:13Z 12.5K followers, 3333 engagements

"Most interesting to me here is Gartner which trades at its lowest valuation since becoming profitable. Growth isn't the best but it has historically been cyclical $IT"
X Link @QualityInvest5 2025-09-23T15:04Z 12.5K followers, 6517 engagements

"This is a fantastic stamp of approval for any $ADYEN doubters. $SHOP has deep ties with Stripe for many years and yet they're leaning towards Adyen in Europe for Enterprise"
X Link @QualityInvest5 2025-09-17T13:03Z 12.5K followers, 3592 engagements

"Apple trading at XX PE will never cease to amaze me $AAPL"
X Link @QualityInvest5 2025-10-03T18:02Z 12.4K followers, 12.7K engagements

"$CSU.TO is such an easy buy at these prices I wish I had cash"
X Link @QualityInvest5 2025-09-27T03:03Z 12.5K followers, 7912 engagements

"yes of course i dont literally mean to find the next $avgo. but find the next company with crazy secular growth that at some point in the next 10-20 years can turn into a huge dividend payer PS the stock will likely perform very well as well over this period see buffet and $axp as the best example"
X Link @QualityInvest5 2025-10-13T02:24Z 12.5K followers, XXX engagements

"@DrunkDividends @NewcomerInvest look into $fi instead"
X Link @QualityInvest5 2025-10-14T01:06Z 12.5K followers, XXX engagements