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@Muzzlebuster "@buccocapital $BN is severely undervalued and nobody is talking about this new aspect of the business"
X Link @Muzzlebuster 2025-10-05T15:29Z XXX followers, 7718 engagements

"@DividendNGrowth For me $BN is an absolute monster. The upside is wild for the level of safety. The tailwinds here are nuts and now they own XXX% of Oaktree Capital (Howard Marks)"
X Link @Muzzlebuster 2025-10-13T18:39Z XXX followers, XXX engagements

"1/4 $BN $BAM $BNT 🧵 (I know it's a lot but you're going to want to read this one to the end. Not financial advice.) In August Trump signed an executive order titled "Democratizing Access to Alternative Assets for 401(k) Investors". This order gave retail investors access to private alternative investments such as private equity venture capital hedge funds private credit and real estate through employer-sponsored retirement plans like 401(k)s. This directly benefits Brookfield Corporation $BN and Brookfield Asset Management $BAM as it has the potential to funnel huge amounts of liquidity"
X Link @Muzzlebuster 2025-09-18T09:09Z XXX followers, 36.5K engagements

"3/8 MSCI Inc. $MSCI offers a range of subscription-based services primarily focused on providing data analytics and technology to support investment decision-making for institutional investors asset managers wealth managers and other financial professionals. Again we have another subscription-happy company with tons of offerings but we can break it down as follows: The MSCI Indexes segment offers multiple types of subscriptions which are used for benchmarking portfolio construction and creating financial products like ETFs mutual funds and derivatives. MSCIs indexes are what it's best known"
X Link @Muzzlebuster 2025-09-16T11:46Z XXX followers, XXX engagements

"2/8 $GOOG has a knack for embedding itself in people's lives both on the professional and personal sides. It has many businesses under its umbrella many of them offering very sticky subscriptions that bring a lot of value to the customer. The Google ecosystem is vast and pulls people in by making everything convenient functional and readily available across any device you happen to be in front of. Google offers many many different subscriptions all pulling in recurring revenue but the most formidable of them are the following: Gmail Google Drive Google Docs Google Sheets and Google Meet all"
X Link @Muzzlebuster 2025-09-16T11:46Z XXX followers, XXX engagements

"@InvestInAssets $BN $MELI $AMZN"
X Link @Muzzlebuster 2025-10-04T19:22Z XXX followers, XXX engagements

"4/5 Looking at a discounted cash flow analysis for $MELI seems to validate our previous findings. Note: A discount rate of XX% was selected to account for Brazils XX yr treasury bond yield of XXXXX% and its ERP of 8.67%. Brazil makes up half of MELIs revenue"
X Link @Muzzlebuster 2025-10-07T09:40Z XXX followers, XXX engagements

"@Leo_Traydes I have to go with $BN. Not sure why I don't see more about this. Things just changed"
X Link @Muzzlebuster 2025-10-07T15:32Z XXX followers, 3720 engagements

"$AXP American Express's average return on equity over the last XX years is 24.6%. It's lowest point during that time came during the Great Financial Crisis at 9.57%. This displayed stalwart resilience in the worst of economic times. Other recessionary periods only brought the ROE down to around 15%. The current ROE sits at 31%. The stock trades at a forward P/E of 21"
X Link @Muzzlebuster 2025-10-01T08:51Z XXX followers, XXX engagements

"@Ashton_1nvests $MEDP"
X Link @Muzzlebuster 2025-10-11T00:26Z XXX followers, XXX engagements

"5/5 Verdict: Though $MELI has seen quite the correction recently there doesn't seem to be a margin of safety built into the stock price currently. That's not to say that investors won't do well moving forward- in fact I believe they will- but the downside does not look to be covered at current levels. If you enjoyed this consider a like follow or repost at the top of the thread. Thanks for stopping by"
X Link @Muzzlebuster 2025-10-07T09:40Z XXX followers, XXX engagements

"1/5 $MELI A Peak into the Current Valuation 🧵 (Not financial advice) Mercado Libres cash flows are key to understanding what the stock is worth. Specifically it is important to try and wrap our heads around what the business could produce in cash right now if it suddenly decided that there was no higher priority than cash generation. We want to understand the underlying businesss true current ability to generate cash. However an assessment of the businesss potential cash flow generation is not exactly straight-forward. Mostly it is complicated by the workings of its fintech arm Mercado Pago"
X Link @Muzzlebuster 2025-10-07T09:40Z XXX followers, 1461 engagements

"1/6 The smart money is not smarter than you. You may not realize it but you have multiple advantages over the big professional market-makers of Wall Street. Institutional investors wish they could operate with the advantages that you hold. But these advantages mean nothing if we can't see them for what they are internalize them and exploit the hell out of them. So what are they🧵 $GOOGL $GOOG $AMD $NVDA $NBIS $IREN $AMZN $CRWV $ROOT $MELI $BN $BAM $ZETA $LMND $MSFT $DLO $DUOL $META $HOOD $SOFI $NVO $UNH $FOUR $PYPL $PLTR $ADBE $MU $TSM $ASML $AVGO $OKLO $OSCR $HIMS $SPY"
X Link @Muzzlebuster 2025-10-15T09:23Z XXX followers, XXX engagements

"$BN is the safest growth stock in the world.🏆 🟢 Management 🥇 A++ 🟢 Guidance A+ 🟢 Balance sheet A- 🟢 Tailwinds A+ 🟢 Performance history A+ 🟢 Valuation A+"
X Link @Muzzlebuster 2025-10-04T17:44Z XXX followers, 1014 engagements

"$MSCI is down X% over the last X months and X% YTD. A long-term holder's dream. It's been a month since earnings but the main points still apply; nothing has changed 👇"
X Link @Muzzlebuster 2025-08-28T12:56Z XXX followers, XXX engagements

"$ZETA "For every dollar an enterprise spends using our AI and software we return $X to $X in revenue today." --David Steinberg on CNBC Steinberg explained that even though a $X to $X return per dollar spent is XXX% higher than $ZETA's next closest competitor 😳 they have a goal of reaching $XX in returns. The acquisition of Marigold is intended to lift Zeta towards that goal"
X Link @Muzzlebuster 2025-10-10T00:03Z XXX followers, 14.1K engagements

"@Mindset4Money_X Nice thread my man Your chart below 👇 is absolutely jarring to look at. Extremely important chart"
X Link @Muzzlebuster 2025-10-10T16:02Z XXX followers, XXX engagements

"$BN Meet Brookfield's latest investment opportunity. Batteries particularly lithium-ion are becoming a core staple energy infrastructure solution when paired with renewable energy such as solar and wind for storing excess energy. This allows these systems to continuously meet demands of all types and at all hours of the day. These batteries are large and are configured in big battery blocks that have the ability to for example offer backup energy to data centers so they never go offline. In fact $GOOGL Google and $MSFT Microsoft are already making use of these battery blocks for their data"
X Link @Muzzlebuster 2025-09-24T20:19Z XXX followers, 3045 engagements

"1/8 $GOOG $GOOGL $MSCI $SPOT $ZETA $AMZN Compounding wealth is about holding companies that will compound their earnings for years and years into the far future unabated. Ensuring that we are investing in companies with business models that naturally compound on themselves is the safest and simplest way to achieve this. The best and most predictable businesses are ones where revenue streams build upon themselves with each new customer adding to the growing pile of recurring predictable and steady income. Targeting subscription-based business models with high retention rates is the topic of"
X Link @Muzzlebuster 2025-09-16T11:46Z XXX followers, 1169 engagements

"@patientinvestt This is one of the many reasons I own $BN 👏👏"
X Link @Muzzlebuster 2025-10-03T15:29Z XXX followers, 1030 engagements

"@StockMarketNerd Without a doubt $BN. Seems so obvious"
X Link @Muzzlebuster 2025-10-13T14:04Z XXX followers, 5887 engagements

"Well the super simple answer is that though they are related they function differently for investors. $BAM pays out almost all of its profits as dividends. $BN is a parent company that reinvests its profits for the sake of compounding shareholder value. Very different and I am oversimplifying a bit. I would say decide on your goals as an investor and research both of them and their relationship to each other. You can go from there. Maybe start on Brookfield Corporation's investor relations page"
X Link @Muzzlebuster 2025-10-05T23:53Z XXX followers, XXX engagements

"$MEDP Medpace Holdings is a perfect beneficiary of the AI era. And earnings will exponentiate from here. The company supports the entire clinical development process from Phase I to Phase IV. This means everything from clinical trial management to regulatory affairs data management medical writing laboratory services and the entire complicated FDA submission process. They take drug and medical equipment contracts across XX countries (all continents) and each new contract means years of work. In this way the business model mimics a recurring revenue/subscription model in many ways. Medpace is"
X Link @Muzzlebuster 2025-10-02T11:07Z XXX followers, 1374 engagements