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@mastersinvest "'The Economy Is Strong and Inflation Is High' - Torsten Slk Apollo Chief Economist"
X Link @mastersinvest 2025-10-01T00:21Z 25.6K followers, 1429 engagements

"Wedgewood Q3 2025 Letter Discusses: Apple Meta MSFT TMSC Paypal Bookings Holdings CDW Copart. and AI"
X Link @mastersinvest 2025-10-16T04:29Z 25.6K followers, 1354 engagements

"'You just have to read'"
X Link @mastersinvest 2025-10-16T23:02Z 25.6K followers, 2306 engagements

"We spend time on the situations that we don't know and situations that we don't even know we'll ever see. Because those situations are what make or break games and seasons. Real wins and losses take place at unexpected and off-script moments. Focusing on the predictable and familiar minimizes our creativity and encourages us to develop a simplistic understanding of the game. In reality every game starts the same but after that first kickoff every game develops differently. As a team we never know for sure where we're going to be when it's our turn to perform. Our strategy changes drastically"
X Link @mastersinvest 2025-10-15T02:03Z 25.6K followers, XXX engagements

"Latest from James Paulsen. 'As investors apprehensions about inflation fade and the need for a policy easing gains widespread recognition (e.g. Fed funds cuts faster money supply growth falling 10-year treasury yields and a lower U.S. dollar) risk-taking is being enhanced as evidenced by investors moving down the market cap spectrum.' 'My guess is bond yields will soon catch-up with the recent messaging of overblown inflation fears implied by materials stocks.'"
X Link @mastersinvest 2025-10-14T00:57Z 25.6K followers, 1376 engagements

"Does the player in question actually love football Taking talent out of the equation this simple question is probably the most important part of evaluating a player to see if he is a good fit on our teams. - Bill Belichick"
X Link @mastersinvest 2025-10-12T10:31Z 25.6K followers, 15.6K engagements

"Ive seen good times and bad times. Good times get better. Bad times pass away. - Ralph Roberts founder Comcast"
X Link @mastersinvest 2025-10-09T03:53Z 25.6K followers, 1219 engagements

"'From 2015 to 2023 a 'luxury-investment index' produced by Knight Frank rose by 70%. From its peak in 2023 the index is down by 6%.' @TheEconomist 'A ultra-luxury-services index has risen by XX% since 2019. And even as goods prices have fallen since 2023 it has continued to surge.' 'You can resell a watch but you cannot resell a day spent on Centre Court at Wimbledon.' 'The price of a ticket to the Super Bowl is double what it was a few years ago.'"
X Link @mastersinvest 2025-10-14T00:35Z 25.6K followers, 1580 engagements

"The well-off continue to splash out on luxury travel: posh hotels first-class air fares and once-in-a-lifetime experiences. Global spending on luxury hospitality will exceed $390bn in 2028 up from less than $240bn in 2023 reckons McKinsey. @TheEconomist"
X Link @mastersinvest 2025-10-06T21:18Z 25.6K followers, 1358 engagements

"You can invest for as little as $XXX and $XX a month. No fees to buy or sell. But if you sell within three months of purchase then we regard you as a trader and you're not going to be allowed to buy with us anymore. - Ron Baron"
X Link @mastersinvest 2025-10-17T02:15Z 25.6K followers, XXX engagements

"'We had some sad news this week. HEICO said that its long-time CEO Larry Mendelson died. In the 1950s he took a finance class taught by David Dodd. Mendelson took those lessons to heart. He made a good deal of money in real estate and wanted to diversify his holdings. That led him to invest in an under-performing industrial company. He really didnt care what he bought as long as it was cheap and had potential to be retooled for future growth. He chose well. Since 1995 the stock has increased more than 1000-fold.' RIP Larry Mendelson He built an extraordinary company proof that as Emerson"
X Link @mastersinvest 2025-10-07T01:04Z 25.6K followers, 3565 engagements

"Coopers Global Fund - Q3 2025 Update Mentions: Bentley Systems Scout XX TKO Holdings GE Healthcare B&M European Value CME Group Stock in Focus"
X Link @mastersinvest 2025-10-14T06:09Z 25.6K followers, 1107 engagements

"Giverny Capital - David Poppe Q3 Letter 'Ive been doing this long enough to know that predicting the short-term direction of the stock market is a fools errand. So while I have concerns about the sustainability of the recent rally thats been true for some time. Since I cant control the market I focus on what I can control: owning terrific businesses run by high-quality people.' 'Nine of our ten largest holdings have a founder or founding family still involved in management or serving on the board.' 'In large measure we are aligned with owner-managers who have their lifes work tied up in a"
X Link @mastersinvest 2025-10-16T23:44Z 25.6K followers, 23.4K engagements

"When we make a mistake we sell. As fast as we can we sell. And making a mistake does not mean that the stock isn't performing. It means that we've been mistaken about the people or about the business. The stock price reflects what people think about it at that point in time. It doesn't reflect what the value of that business is at that point in time. - Ron Baron"
X Link @mastersinvest 2025-10-17T02:10Z 25.6K followers, 1862 engagements

"'The remarkable rise of AppLovin. A fast rising digital-ad firm attracts both enthusiasts and sceptics.' @TheEconomist 'Since October 2022 its share price has climbed more than 30-fold. At $200bn it is worth more than Uber. AppLovins boosters call it the TikTok of the mobile-advertising world powered by a super-smart algorithm. Short-sellers call it a house of cards.'"
X Link @mastersinvest 2025-10-17T00:54Z 25.6K followers, 2817 engagements

"'Colgate-Palmolive has increased its dividend every year for the last XX years.' Eddy Elfenbein"
X Link @mastersinvest 2025-09-19T01:10Z 25.6K followers, 2037 engagements

"Akre Q3 Update. 'Given the impact on our third quarter results we would like to go into some depth as to why we have owned Constellation Software for more than XX years and why this latest share price drawdown does not phase us in the least.' 'For context we first purchased shares of Constellation on June X 2014 at a price of $XXXXXX in U.S. dollars. As of market close on September XX 2025 those shares were worth $2751.04 in U.S. dollars. This translates into a XXXXX% compound annual rate of return excluding dividends and the shares of Topicus and Lumine that Constellation spun off to its"
X Link @mastersinvest 2025-10-09T22:46Z 25.6K followers, 5038 engagements

"Good news is not actionable. It's a hundred times more useful to hear what's not working. - Mike Tallent Comcast #bad_news"
X Link @mastersinvest 2025-10-07T07:41Z 25.6K followers, XXX engagements

"Constellation Software's Mark Leonard on AI. "Its difficult to say whether programming is facing a renaissance or a recession." - 'Artificial Intelligence technologies on software business Call' Sept XX 2025"
X Link @mastersinvest 2025-09-23T23:54Z 25.6K followers, 13.2K engagements

"Ralph Roberts wanted every employee to feel that his business was also their business. Even as we kept growing larger he worked to retain the family feeling that inspired people to dedicate a big part of their lives to the company. - Brian Roberts #promote_ownership"
X Link @mastersinvest 2025-10-04T03:58Z 25.6K followers, 19.6K engagements

"I've never used a stop/loss in XX years. I think it's the dumbest concept ever selling something because the price went down but I will sell at a loss immediately if the reason I own something has changed. - Stanley Druckenmiller Enjoying this"
X Link @mastersinvest 2025-03-15T20:27Z 25.6K followers, 63.8K engagements

"Coopers Founder Fund - Q3 2025 Update Mentions: Constellation Software Morningstar AKER Colliers Vicendi sold Ferrovial Power Corporation D'Iteren"
X Link @mastersinvest 2025-10-14T06:06Z 25.6K followers, 1615 engagements

"'First Brands is a painful but necessary warning for Wall Street. Lessons from a $10bn panic on the prairie.' @TheEconomist '. the struggling share prices of business-development companies and private-market firms which compete with bond markets and bank lending to finance companies are the first sign that investors are waking up.'"
X Link @mastersinvest 2025-10-17T00:58Z 25.6K followers, 1504 engagements

"Polen Growth Q3 2025 Commentary 'In Q3 2025 we initiated new positions in NVIDIA Broadcom Boston Scientific Intuit Synopys and Uber and eliminated our positions in Gartner and Thermo Fisher Scientific.' 'We recognize that the timing of our recent acquisitions of NVIDIA and Broadcom are after the prices for both have appreciated materially however it is our belief that were still in the early innings of this Gen AI infrastructure buildout and so expect these new additions will deliver important contributions to the earnings growth and total return of the portfolio.'"
X Link @mastersinvest 2025-10-13T02:10Z 25.6K followers, 4169 engagements

"I could own a stock for a number of years and not make a return on it and that wouldn't bother me as far as making me think I had made a mistake. We were an investor in Tesla for four or five or six years and didn't make a return. Then all of a sudden we made twenty times our investment in a year. So it's not the time that does it. It's the fundamentals. - Ron Baron"
X Link @mastersinvest 2025-10-17T02:12Z 25.6K followers, 1181 engagements