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@DimitryNakhla Avatar @DimitryNakhla Dimitry Nakhla | Babylon Capitalยฎ

Dimitry Nakhla | Babylon Capitalยฎ posts on X about eps, stocks, $msci, $fico the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XXX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #


Social category influence stocks XXXXX% finance XXXXX% technology brands XX% cryptocurrencies XXXX% countries XXXX% automotive brands XXXX% exchanges XXXX% luxury brands XXXX% fashion brands XXXX%

Social topic influence eps 20.95%, stocks #1644, $msci 8.1%, $fico 7.62%, $asml 6.67%, asml 6.67%, goog 6.19%, $goog 6.19%, $cprt 6.19%, peg #53

Top accounts mentioned or mentioned by @biopadawan @fred_abyss @fredabyss @wisedelcapital @longtermloren @llamabravo @investsmall999 @kanavaggar95771 @nfrosinha @thelongaj @dividenddon @mtakrou @princeofgoodt @tacticzh @livermore185 @jesusolalladm @liamlimsoe @praveenkolla @m7md7mmad @lwrcapital

Top assets mentioned Msci Inc (MSCI) Fair Isaac, Corp. (FICO) Alphabet Inc Class A (GOOGL) Copart, Inc. (CPRT) NVR, Inc. (NVR) Microsoft Corp. (MSFT) Mastercard, Inc. (MA) Synopsys, Inc. (SNPS) Lam Research Corporation (LRCX) Effect.AI (EFX) Cream (CRM) Neurobro (BRO) NVIDIA Corp. (NVDA) Booking Holdings Inc (BKNG) Intuit Inc. (INTU) Cadence Design Systems Inc (CDNS) Metadium (META) Taiwan Semiconductor (TSM) Salesforce Inc (CRM) MercadoLibre Inc (MELI) S&P Global Inc (SPGI) Novo-Nordisk (NVO) Monster Beverage Corp (MNST) Adappter Token (ADP) Apple, Inc. (AAPL) Zoetis Inc (ZTS) Amazon.com, Inc. (AMZN) IDEXX Laboratories, Inc. (IDXX) Costco Hot Dog (COST) Fastenal Company (FAST) Tractor Supply Co (TSCO) Paypex (PAYX) Paychex, Inc. (PAYX) Costco Wholesale Corporation (COST) Good Games Guild (GGG) Texas Instruments (TXN) Netflix Inc (NFLX) Arthur J. Gallagher & Co. (AJG) A O Smith Corp (AOS) General Electric Company (GE) Now Coin (NOW) Moody's Corporation (MCO) SPDR S&P XXX ETF Trust (SPY) Roper Technologies Inc (ROP) Old Dominion Freight Line Inc (ODFL) Verisign, Inc. (VRSN) Airbnb Inc (ABNB) Veeva Systems, Inc. (VEEV) Applied Materials, Inc. (AMAT) Decentral Games ICE (ICE) Canadian Pacific Railway (CP) Fortinet Inc (FTNT) Meta Platforms, Inc. (META)

Top Social Posts #


Top posts by engagements in the last XX hours

"7. Google $GOOG $GOOGL โ˜ Share Reduction: -XX% EPS Boost: +14% EPS CAGR: +28%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-15 16:32:19 UTC 14.5K followers, 1008 engagements

"ASML Holding $ASML is set to report Q2 2025 earnings in less than X hours ๐Ÿ—“ Revenue est: 7.54B (+20.8% YoY) EPS est: XXXX (+30.3% YoY) $ASML currently trades for XXXX PEG The post attached below shared a few days ago breaks down $ASML key business segments"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-16 01:30:47 UTC 14.5K followers, 36.7K engagements

"Intuit $INTU Reports a Strong Q3 ๐ŸŽฏ โœ… Rev: $7.75B vs $7.56B (est) +15% YoY โœ… EPS: $XXXXX vs $XXXXX (est) +18% YoY ___ Revenue Breakdown ๐Ÿ“Š Small Business: $2.8B +19% YoY Consumer Group: $4.0B +11% YoY Pro Tax: $278M +9% YoY Credit Karma: $579M +31% YoY Guidance"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-05-22 20:11:35 UTC 14.5K followers, 7694 engagements

"GE Aerospace $GE Q2 2025 Report ๐Ÿ—“ โœ… REV: $10.02B* (+23% YoY) โœ… EPS: $XXXX (+38% YoY) Services account for XX% of revenue"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-17 13:10:52 UTC 14.5K followers, 3733 engagements

"This will lead to interesting short-term price action and perhaps another opportunity in the duopoly between Synopsys & Cadence Design $SNPS $CDNS"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-05-28 19:31:38 UTC 14.5K followers, 23.2K engagements

"15 Quality Stocks ROIC XX% Annually Last X Years Avg ROIC 5-Year EPS CAGR ๐Ÿ’ต ๐Ÿ’ณ Visa $V XX% XX% ๐Ÿ“ธ Meta $META XX% XX% ๐Ÿ“ฑ Apple $AAPL XX% XX% โ˜€ ASML $ASML XX% XX% ๐Ÿš˜ Copart $CPRT XX% XX% ๐Ÿข NVR Inc $NVR XX% XX% ๐Ÿ–ฑ Google $GOOG XX% XX% ๐ŸŒ MSCI Inc $MSCI XX% XX% ๐Ÿ’ธ Mastercard $MA XX% XX% ๐Ÿฆ Fair Isaac $FICO XX% XX% ๐Ÿ’พ Microsoft $MSFT XX% XX% ๐Ÿ’ฝ Taiwan Semi $TSM XX% XX% ๐Ÿงฌ Novo Nordisk $NVO XX% XX% ๐Ÿ’ฐAutomatic Data $ADP XX% XX% ๐Ÿ–จ Lam Research $LRCX XX% 16%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-05-10 13:56:53 UTC 14.5K followers, 18.3K engagements

"6. Lam Research $LRCX ๐Ÿ’ฝ Share Reduction: -XX% EPS Boost: +14% EPS CAGR: +17%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-15 16:32:17 UTC 14.5K followers, 1079 engagements

"7. S&P Global $SPGI ๐Ÿ’ต 10-Year Return: +402% 10-Year CAGR: +17% $10K โžก $55K $SPGI experienced X -XX% drawdowns"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-06-26 12:01:52 UTC 14.5K followers, XXX engagements

"$ASML is often considered one of the worlds most important companies crafting advanced lithography machines that power chip innovation & keep Moores Law alive amid the AI surge ๐Ÿค– With the stock trading at a compelling valuation relative to growth & Q2 earnings next week here are several visuals & insights about the company that you should know๐Ÿ‘‡๐Ÿฝ X. INTRO ๐Ÿ“ ASML is a Dutch company thats basically the king of making machines used to manufacturer computer chips These machines use light to print tiny patterns on silicon wafers which become the brains of everything from phones to cars to AI"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-12 16:55:15 UTC 14.5K followers, 27.8K engagements

"@TacticzH Haha lets see where the sand settles I dont view this as much of a threat to $FICO although its constructive for the credit bureaus & Ive been long $EFX maintaining the business is headed in the right direction with their transformation ๐Ÿ‘Œ๐Ÿฝ"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-08 14:34:06 UTC 14.5K followers, XXX engagements

"@biopadawan Is this the same reaction you have when your favorite clothes go on an even greater sale ๐Ÿค”๐Ÿ˜‰"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-15 15:29:20 UTC 14.5K followers, XXX engagements

"6. Moodys $MCO (Wed AM) ๐Ÿ—“ REV Est: $1.83B (+0.5%) ๐Ÿ—“ EPS Est: $XXXX (+1.5%) ๐Ÿ’ต NTM P/E: 33x 35x avg ๐Ÿ’ต NTM FCF Yield: XXX% XXX% avg Recurring revenue has grown faster than transaction revenue"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-18 21:15:11 UTC 14.5K followers, XXX engagements

"@WisedelCapital $EFX was trading for the same price on the transfer market & is expected to score at least 2x more goals a season than $ZTS over the next several years ๐Ÿ‘€"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-10 16:33:57 UTC 14.5K followers, XXX engagements

"BUYBACK KINGS ๐Ÿ‘‘ XX Quality Stocks That Reduced Share Count XX% last XX Years ๐Ÿ’ต ๐ŸงMoodys $MCO 2014 shares: 214.70M 2024 shares: 182.70M % reduction: XX% EPS boost: XX% ๐Ÿงฌ Novo Nordisk $NVO 2014 shares: 5.26B 2024 shares: 4.46B % reduction: XX% EPS boost: XX% ๐Ÿ’ณVisa $V 2014 shares: 2.52B 2024 shares: 2.02B % reduction: XX% EPS boost: XX% ๐Ÿ–จ Lam Research $LRCX 2014 shares: 1.65B 2024 shares: 1.31B % reduction: XX% EPS boost: XX% ๐Ÿ’ธMastercard $MA 2014 shares: 1.17B 2024 shares: 0.93B % reduction: XX% EPS boost: XX% ๐ŸขNVR Inc $NVR 2014 shares: 4.44M 2024 shares: 3.32M % reduction: XX% EPS boost:"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-06-11 13:16:11 UTC 14.5K followers, 18.6K engagements

"@StockMKTNewz Do you like the addition of $XYZ in $SPY"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-18 21:27:14 UTC 14.5K followers, 2986 engagements

"2. MSCI Inc $MSCI (Tue AM) ๐Ÿ—“ REV Est: $767.15M (+8.3%) ๐Ÿ—“ EPS Est: $XXXX (+13.1%) ๐Ÿ’ต NTM P/E: 33x 36x avg ๐Ÿ’ต NTM FCF Yield: XXX% XXX% avg Over XX% of $MSCIs total revenue is recurring"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-18 21:15:03 UTC 14.5K followers, 1036 engagements

"7. Roper Technologies $ROP ๐Ÿ”– 2018: $ROP +3% vs $SPY -X% 2022: $ROP -XX% vs $SPY -18%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-03-20 15:48:29 UTC 14.5K followers, XXX engagements

"10 Quality Stocks Flying Under The Radar With Market Capitalizations Below $50B ๐Ÿ’ธ ๐Ÿข NVR Inc $NVR 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ ๐Ÿš› Old Dominion Freight $ODFL 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ ๐Ÿ’ผ Brown & Brown $BRO 10-Year Rev CAGR: XXXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ ๐Ÿšœ Tractor Supply $TSCO 10-Year Rev CAGR: XXXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ โš— Graco $GGG 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ ๐Ÿง FactSet Research $FDS 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: 11.1%"
@DimitryNakhla Avatar @DimitryNakhla on X 2024-04-18 13:29:13 UTC 14.5K followers, 47K engagements

"10 Stocks Double-Digit FCF Growth Est In Next X Years NTM Price/FCF ๐Ÿ’ต ๐Ÿค– $NVDA XX% 35x ๐Ÿ—‚ $INTU XX% 33x ๐Ÿ–ฑ $GOOG XX% 26x ๐Ÿ’ณ $MA XX% 36x ๐Ÿฆ $FICO XX% 55x โ˜ $MSFT XX% 49x ๐Ÿ’ธ $EFX XX% 34x โ˜€ $ASML XX% 33x ๐Ÿ‘พ $SNPS XX% 40x ๐Ÿ“ฆ $AMZN XX% 52x"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-08 14:05:14 UTC 14.5K followers, 7488 engagements

"10. Novo Nordisk $NVO ๐Ÿงฌ Current Drawdown: -XX% NTM P/E: 16x PEG: 1.45"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-17 12:32:04 UTC 14.5K followers, 4007 engagements

"@biopadawan Today I own XX businesses in my portfolio ๐Ÿ‘Œ๐Ÿฝ"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-13 18:50:39 UTC 14.5K followers, XXX engagements

"$ASML with a double beat โœ… Revenue: 7.69B (+23% YoY) โœ… EPS: XXXX (+47% YoY) Net bookings: 5.54B (2.3B EUV / 42%)"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-16 05:32:15 UTC 14.5K followers, 25K engagements

"5. Fair Isaac $FICO ๐Ÿฆ Revenue CAGR: XXX% COGS CAGR: XXXX% Revenue / COGS: 12.23x"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-10 12:30:17 UTC 14.5K followers, 1907 engagements

"15 Quality Stocks With Consistent Annual Revenue Growth for XX Straight Years Rev CAGR ๐Ÿ’ฐ Equifax $EFX X% ๐ŸŽจ Sherwin Williams $SHW X% ๐Ÿ›’ Costco $COST X% ๐Ÿถ Idexx Labs $IDXX X% ๐Ÿ“ˆ FactSet Research $FDS X% ๐Ÿ”ฉ Fastenal $FAST XX% ๐Ÿ‘พ Synopsys $SNPS XX% ๐Ÿ’ผ Brown & Brown $BRO XX% ๐Ÿšœ Tractor Supply $TSCO XX% ๐Ÿ’พ Cadence Design $CDNS XX% ๐Ÿฅค Monster Becerage $MNST XX% ๐Ÿฆ Intercontinental Exchange $ICE XX% ๐ŸŽฅ Netflix $NFLX XX% ๐Ÿ“ฆ Amazon $AMZN XX% ๐Ÿค MercadoLibre $MELI 38%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-04-18 11:38:09 UTC 14.5K followers, 16.4K engagements

"A sober valuation analysis on $ELV ๐Ÿง˜๐Ÿฝโ™‚ NTM P/E Ratio: 12.73x 5-Year Mean: 14.23x NTM FCF Yield: XXXX% 5-Year Mean: XXXX% As you can see $ELV appears to be trading below fair value Going forward investors can receive XX% MORE in earnings per share & X% MORE in FCF per share ๐Ÿง *** Before we get into valuation lets take a look at why $ELV is a high-quality business BALANCE SHEETโœ… Cash & Total Investments: $45.05B Long-Term Debt: $24.86B $ELV has an S&P Credit Rating of A RETURN ON CAPITALโœ… 2017: XXXX% 2018: XXXX% 2019: XXXX% 2020: XXXX% 2021: XXXX% 2022: XXXX% LTM: XXXX% RETURN ON EQUITYโœ…"
@DimitryNakhla Avatar @DimitryNakhla on X 2023-09-01 15:30:54 UTC 14.5K followers, 11.4K engagements

"1/5 Tractor Supply & Co $TSCO ๐Ÿฎ EPS CAGR: XXXXX% LTM ROIC: XX% $TSCO has delivered XX years of consistent revenue growth by capitalizing on its niche as the leading rural lifestyle retailer leveraging shared scale economies across its expansive store network strong brand loyalty and operational efficiency to ensure long-term resilience"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-06-12 13:39:23 UTC 14.5K followers, XXX engagements

": โœ… X. Dominos Pizza $DPZ ๐Ÿ• _______ : โœ… X. Texas Instruments $TXN ๐Ÿงฎ _______ : โœ… X. NVR Inc $NVR ๐Ÿ  _______ : โœ… X. VeriSign $VRSN _______ : โœ… X. Home Depot $HD ๐Ÿ”จ _______ : โœ… X. Zoetis $ZTS ๐Ÿฉ X. Graco Inc $GGG ๐Ÿ“ X. Mastercard $MA ๐Ÿ’ณ X. Philip Morris $PM ๐Ÿšฌ XX. Lam Research $LRCX ๐Ÿ–ฅ XX. Veeva Systems $VEEV ๐Ÿ‘จ๐Ÿฝ๐Ÿ’ป XX. Colgate-Palmolive $CL ๐Ÿงด XX. Waters Corporation $WAT ๐Ÿšพ _______ : โœ… XX. Hershey $HSY ๐Ÿซ XX. Amgen $AMGN ๐Ÿงฌ XX. MSCI Inc $MSCI ๐Ÿช XX. KLA Corp $KLAC ๐Ÿ’ป XX. Microsoft $MSFT XX. Alphabet $GOOG ๐Ÿ‘จ๐Ÿฝ๐Ÿ’ป XX. Yum Brands $YUM ๐ŸŒฎ XX. Factset Research $FDS ๐Ÿ“ˆ XX. West Pharmaceutical $WST"
@DimitryNakhla Avatar @DimitryNakhla on X 2023-06-23 20:03:40 UTC 14.5K followers, 89K engagements

"7. Google $GOOG $GOOGL (Wed PM) ๐Ÿ—“ REV Est: $XXXXX (+3.8%) ๐Ÿ—“ EPS Est: $XXXX (+13.7%) ๐Ÿ’ต NTM P/E: 20x 24x avg ๐Ÿ’ต NTM FCF Yield: XXX% XXX% avg $GOOG Cloud revenue has surged at an impressive XX% CAGR since 2017 and now comprises XX% of total revenue"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-18 21:15:12 UTC 14.5K followers, XXX engagements

"10 High-Quality Stocks with at least 2x More Cash than Long-Term Debt ๐Ÿ’ธ $MSFT $79.6B $39.8B 2.00x $CRM $17.4B $8.4B 2.07x $NVR $2.2B $0.91B 2.42x $ASML $9.8B $3.9B 2.51x $COST $14.8B $5.7B 2.59x $TSM $81.2B $29.7B 2.73x $NVDA $53.6B $8.5B 6.31x $GOOG $95.3B $10.9B 8.74x $CPRT $4.4B $X โ™พ $ABNB $11.5B $X โ™พ"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-09 13:15:49 UTC 14.5K followers, 6561 engagements

"Google Cloud Revenue as % of Total Revenueโ˜ 2017: XXX% 2018: XXX% 2019: XXX% 2020: XXX% 2021: XXX% 2022: XXX% 2023: XXXX% 2024: XXXX% LTM: XXXX% $GOOG $GOOGL"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-21 13:49:53 UTC 14.5K followers, 3402 engagements

"5. Intuit $INTU ๐Ÿ“Š Revenue CAGR: +12% Margin Expansion: XX% โžก 18%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-20 15:00:10 UTC 14.5K followers, XXX engagements

"@Frances_JG Thank you Frances ๐Ÿ™Œ๐Ÿฝ $MMC is an excellent business fairly valued today at $213๐Ÿ’ต I consider $MMC an excellent consideration for investment with a good margin of safety closer to $190๐Ÿ’ต"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-08 02:12:34 UTC 14.5K followers, XXX engagements

"6. Salesforce $CRM ๐Ÿ“Š Current Drawdown: -XX% NTM P/E: 22x PEG: 1.69"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-17 12:31:55 UTC 14.5K followers, 1019 engagements

"3. VeriSign $VRSN ๐Ÿ•ธ Revenue CAGR: XXX% COGS CAGR: XXX% Revenue / COGS: 4.00x"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-10 12:30:14 UTC 14.5K followers, XXX engagements

"3. Equifax $EFX (Tue AM) ๐Ÿ—“ REV Est: $1.51B (+5.6%) ๐Ÿ—“ EPS Est: $XXXX (+5.5%) ๐Ÿ’ต NTM P/E: 33x 29x avg ๐Ÿ’ต NTM FCF Yield: XXX% XXX% avg Workforce Solutions has grown faster than other segments and stands as $EFX most profitable segment"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-18 21:15:05 UTC 14.5K followers, XXX engagements

"Netflix $NFLX reports Q2 2025 earnings after the close ๐Ÿ—“ REV est: $11.05B (+15% YoY) EPS est: $XXXX (+49% YoY)"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-17 19:29:32 UTC 14.5K followers, 2004 engagements

"9. ASML Holding $ASML โ˜€ Current Drawdown: -XX% NTM P/E: 28x PEG: 1.60"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-17 12:32:02 UTC 14.5K followers, 2158 engagements

"2. Visa $V ๐Ÿ’ณ Share Reduction: -X% EPS Boost: +8% EPS CAGR: +13%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-15 16:32:11 UTC 14.5K followers, 1061 engagements

"$MSCI is a very predictable business ๐ŸŒ Over XX% of revenues are recurring๐Ÿ’ฐ ___ Subscriptions 10-Year CAGR: +10.2% Asset-Based Fees 10-Year CAGR: +14.0%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-18 13:42:26 UTC 14.5K followers, 8012 engagements

"Today marks a year since my FUT-inspired post Heres my updated WORLD CLASS XI๐ŸŸ Last years post is attached below for additional context check it out Share your starting XI in the comments Liverpool won the league after last years post hoping for same magic this year๐Ÿ˜‰"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-10 16:14:34 UTC 14.5K followers, 14K engagements

"Netflix $NFLX reports Q2 2025 earnings after the close ๐Ÿ—“ REV est: $11.05B (+15% YoY) EPS est: $XXXX (+45% YoY)"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-17 20:08:05 UTC 14.5K followers, 8923 engagements

"@bean_wealth Absolutely especially $ADP $MSCI $FICO $NVDA"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-08 15:01:49 UTC 14.5K followers, XXX engagements

"8. Tesla $TSLA (Wed PM) ๐Ÿ—“ REV Est: $22.61B (-11.3%) ๐Ÿ—“ EPS Est: $XXXX (-28.8%) ๐Ÿ’ต NTM P/E: 165x 95x avg ๐Ÿ’ต NTM FCF Yield: XXX% XXX% avg Services revenue now represents about XX% of $TSLA total revenue"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-18 21:15:14 UTC 14.5K followers, XXX engagements

"2. MSCI Inc $MSCI ๐ŸŒ Current Drawdown: -XX% NTM P/E: 32x PEG: 2.88"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-17 12:31:48 UTC 14.5K followers, 1102 engagements

"$BRO is in the insurance industry but its not an underwriter like traditional insurers (e.g. Progressive or Allstate) that bear risk on policies and hold significant reserves on their balance sheet Instead $BRO operates as a pure-play insurance broker and risk management firm acting as an intermediary that connects clients with insurance carriers to place coverage earning commissions and fees in the processwithout assuming underwriting risks or maintaining large liability reserves This distinction matters for valuation metrics: The price-to-book (PB) ratio is often more relevant for"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-20 19:55:33 UTC 14.5K followers, XXX engagements

"8 Quality Stocks with Annual Double-Digit EPS Growth Over the Past 5-Years 5-Year EPS CAGR X. Microsoft $MSFT +18% โ˜ X. Copart $CPRT +19% ๐Ÿš˜ X. MSCI Inc $MSCI +19% ๐ŸŒ X. Intuit $INTU +20% ๐Ÿ—‚ X. Cadence Design $CDNS +22% ๐Ÿ’พ X. Synopsys $SNPS +24% ๐Ÿ‘พ X. Veeva Systems $VEEV +25% ๐Ÿ–ฅ X. Fair Isaac $FICO +26% ๐Ÿฆ"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-01 15:05:40 UTC 14.5K followers, 10.3K engagements

"Quality Compounders & S&P Credit Ratings๐Ÿ’ต AAA Microsoft $MSFT โ˜ AA+ Apple $AAPL ๐Ÿ“ฑ Google $GOOG ๐Ÿ–ฑ AA Costco $COST ๐Ÿ›’ Amazon $AMZN ๐Ÿ“ฆ Novo Nordisk $NVO ๐Ÿงฌ AA- Visa $V ๐Ÿ’ธ Meta $META ๐Ÿ“ธ Nvidia $NVDA ๐Ÿค– Taiwan Semi $TSM ๐Ÿ’ฝ Automatic Data $ADP ๐Ÿ’ฐ A+ Mastercard $MA ๐Ÿ’ณ Salesforce $CRM ๐Ÿ“Š A Applied Materials $AMAT ๐Ÿ’ฟ A- Intuit $INTU ๐Ÿ—‚ Lam Research $LRCX ๐Ÿ–จ Booking Holdings $BKNG โœˆ Intercontinental Exchange $ICE ๐Ÿฆ"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-06-09 19:04:24 UTC 14.5K followers, 15.8K engagements

"4. Mastercard $MA ๐Ÿ’ธ Share Reduction: -XX% EPS Boost: +11% EPS CAGR: +12%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-15 16:32:14 UTC 14.5K followers, XXX engagements

"10 High-Quality Sticky Stocks That Increased Revenues Annually in the Past XX Years ๐Ÿ“ˆ X. Fair Isaac $FICO ๐Ÿ’ฐ (+8.08% CAGR) X. Equifax $EFX ๐Ÿ’ธ (+8.83)% CAGR X. IDEXX Labs $IDXX ๐Ÿถ (+10.12% CAGR) X. S&P Global $SPGI ๐Ÿ’ต (+10.89% CAGR) X. MSCI Inc $MSCI ๐ŸŒ (+11.10% CAGR) X. Cadence Design $CDNS ๐Ÿ’พ (+11.37% CAGR) X. Synopsys $SNPS ๐Ÿ‘พ (+11.53% CAGR) X Intercontinental Exchange $ICE ๐Ÿฆ (+11.61% CAGR) X. Amazon $AMZN ๐Ÿ“ฆ (+21.77% CAGR) XX. Medpace $MEDP ๐Ÿฅ (+21.94% CAGR)"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-03-26 12:13:13 UTC 14.5K followers, 18.2K engagements

"@praveenkolla @Investsmall999 $AJG is solid I do like $BRO insider ownership 12%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-21 00:09:54 UTC 14.5K followers, XX engagements

"2/5 Monster Beverage $MNST ๐Ÿงƒ EPS CAGR: XXXXX% LTM ROIC: XX% $MNST has sustained XX years of consistent revenue growth by dominating the energy drink market with its strong brand and global distribution leveraging shared scale economies and strategic partnerships"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-06-12 13:39:24 UTC 14.5K followers, XXX engagements

"1. Google $GOOG $GOOGL โ˜ Current Drawdown: -XX% NTM P/E: 20x PEG: 1.65x"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-17 12:31:45 UTC 14.5K followers, 1496 engagements

"@WisedelCapital Very nice ๐Ÿ‘Œ๐Ÿฝ yes $MELI is attractive for the long-term investor"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-19 18:38:28 UTC 14.5K followers, XXX engagements

"20 Stocks With ROIC XX% For Last X Years ๐Ÿ’ต ๐ŸฉZoetis $ZTS ๐Ÿ“ธMeta $META ๐Ÿ–ŒAdobe $ADBE ๐ŸขNVR Inc $NVR ๐Ÿš˜Copart $CPRT ๐ŸซฆInmode $INMD ๐Ÿ’ฐPaycom $PAYC ๐Ÿ”ฉFastenal $FAST ๐Ÿ’ธPaychex $PAYX ๐ŸชฒRollins Inc $ROL ๐ŸšฟA O Smith $AOS ๐Ÿ’ณMastercard $MA ๐Ÿ’ผAccenture $ACN ๐Ÿ“ฒLam Research $LRCX ๐ŸงฎTexas Instruments $TXN ๐ŸงฐThe Toro Company $TTC ๐ŸฅคMonster Beverage $MNST ๐ŸฎIDEXX Laboratories $IDXX ๐Ÿš›Old Dominion Freight $ODFL ๐Ÿ‘จ๐Ÿฝ๐Ÿ’ปAutomatic Data Processing $ADP #stocks #investing _______ : . . . ."
@DimitryNakhla Avatar @DimitryNakhla on X 2023-07-16 13:54:48 UTC 14.5K followers, 44.8K engagements

"Brown & Brown $BRO is starting to pique my interest its a high-quality consistent business trading at a price slightly below fair value Around $XX based on its current fundamentals and future growth $BRO looks like a strong buy with a solid margin of safety"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-19 20:44:45 UTC 14.5K followers, 5629 engagements

"Booking Holdings $BKNG Q1 2025 Report ๐Ÿ—“ โœ… Rev: $4.76B vs $4.58B (est) +8% YoY โœ… EPS: $XXXXX vs $XXXXX (est) +22% YoY"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-04-29 20:17:56 UTC 14.5K followers, 10.3K engagements

"$FICO is now down -XX% from its highs ๐Ÿ“‰ Not uncommon when a stock trades for 80x"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-15 17:56:26 UTC 14.5K followers, 12.7K engagements

"10. Nasdaq $NDAQ (Thu AM) ๐Ÿ—“ REV Est: $1.27B (+9.5%) ๐Ÿ—“ EPS Est: $XXXX (+15.9%) ๐Ÿ’ต NTM P/E: 27x 23x avg ๐Ÿ’ต NTM FCF Yield: XXX% XXX% avg $ICE is my favorite business in the financial exchanges sector though $NDAQ deserves an honorable mention"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-18 21:15:16 UTC 14.5K followers, 1369 engagements

"Triple Frond updated Q1 2025 13F (Dataroma) Top X holdings: $MSFT $TDG $GOOG $AMZN $CHTR New buys: $ASML $META $CCCS Sales: $V $CP"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-05-14 15:35:49 UTC 14.5K followers, 7992 engagements

"Booking Holdings stock $BKNG โœˆ How obvious it looks now in hindsight A classic yet rare case of market neglect"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-05-30 16:27:49 UTC 14.5K followers, 12.5K engagements

"10/10 Booking Holdings $BKNG โœˆ YTD: +12% NTM P/E: 25x"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-05-29 20:17:34 UTC 14.5K followers, 2020 engagements

"20 Stocks ROIC XX% & Have More Cash and Equivalents to Long-Term Debt ๐Ÿ’ต ๐Ÿ“ˆ Nvidia $NVDA ๐Ÿข NVR Inc $NVR ๐Ÿš— Copart $CPRT ๐Ÿค– Fortinet $FTNT ๐Ÿ”ฉ Fastenal $FAST ๐Ÿ’ต Paychex $PAYX ๐Ÿ“ Graco Inc $GGG ๐Ÿšฟ A O Smith $AOS โ˜ Microsoft $MSFT ๐Ÿ–ฑ Alphabet $GOOG ๐Ÿ“ฒ Taiwan Semi $TSM ๐Ÿ–จ Lam Research $LRCX ๐Ÿ’ฝ ASML Holding $ASML ๐ŸŽฅ Meta Platforms $META ๐Ÿ’พ Applied Materials $AMAT โœˆ Booking Holdings $BKNG ๐Ÿฅ Medpace Holdings $MEDP ๐Ÿซ€ Edwards Lifesciences $EW ๐Ÿš› Old Dominion Freight $ODFL ๐Ÿงฌ Vertex Pharmaceuticals $VRTX #stocks #investing"
@DimitryNakhla Avatar @DimitryNakhla on X 2024-09-16 12:06:17 UTC 14.5K followers, 7033 engagements

"@biopadawan Haha the chart is one thing the business is another Albeit $CPRT multiple expanded a bit much trading for 38x less than a year ago so this is normal price action regression to the mean due to less aggressive growth estimates A fair range for $CPRT is between 26x - 30x"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-15 17:50:08 UTC 14.5K followers, XXX engagements

"Looking back at some of your best investment decisions & your worst investment mistakes can help you become a better investor ๐Ÿ’ธ Mistake # X & Best # X are my favorites You will benefit from reading this these are things I wish I knew early on ๐Ÿ’ฏ Here are X of my biggest MISTAKES ๐Ÿ‘Ž๐Ÿฝ: X I waited too long to buy high-quality businesses I was mentored in 2016 & my mentor was a VALUE first investor (rather than QUALITY first) & was heavily influenced by Benjamin Grahams ideologies as it related to low multiples tangible assets etc. Higher multiples scared him off and as a result scared me off"
@DimitryNakhla Avatar @DimitryNakhla on X 2024-03-07 15:06:25 UTC 14.5K followers, 17.3K engagements

"8. Fair Isaac $FICO ๐Ÿฆ 10-Year Return: +2031% 10-Year CAGR: +36% $10K โžก $205K $FICO experienced X -XX% drawdowns"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-06-26 12:01:54 UTC 14.5K followers, 3158 engagements

"3. MSCI Inc $MSCI ๐ŸŒ Share Reduction: -X% EPS Boost: +9% EPS CAGR: +16%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-15 16:32:13 UTC 14.5K followers, 1064 engagements

"1. Roper Technologies $ROP (Mon AM) ๐Ÿ—“ REV Est: $1.93B (+12.2%) ๐Ÿ—“ EPS Est: $XXXX (+7.8%) ๐Ÿ’ต NTM P/E: 27x 29x avg ๐Ÿ’ต NTM FCF Yield: XXX% XXX% avg Recurring revenue has grown faster than overall revenue"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-18 21:15:01 UTC 14.5K followers, 1058 engagements

"5 Quality Stocks Trading at Lower P/E & Higher FCF Yield Than 5-Year Average Forecasted 3-Year EPS CAGR* LTM ROIC ๐Ÿ’ต X ASML Holding $ASML โ˜€ Avg P/E: 35x Avg FCF Yield: XXX% NTM P/E: 29x NTM FCF Yield: XXX% EPS CAGR: XX% LTM ROIC: XX% X MSCI Inc $MSCI ๐ŸŒ Avg P/E: 42x Avg FCF Yield: XXX% NTM P/E: 31x NTM FCF Yield: XXX% EPS CAGR: XX% LTM ROIC: XX% X Salesforce $CRM ๐Ÿ“Š Avg P/E: 42x Avg FCF Yield: XXX% NTM P/E: 22x NTM FCF Yield: XXX% EPS CAGR: XX% LTM ROIC: XX% X Copart $CPRT ๐Ÿš˜ Avg P/E: 33x Avg FCF Yield: XXX% NTM P/E: 29x NTM FCF Yield: XXX% EPS CAGR: XX% LTM ROIC: XX% X MercadoLibre $MELI"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-06-16 13:19:55 UTC 14.5K followers, 14.7K engagements

"20 Stocks That Have Maintained A ROIC Of XX% Or More For The Last X Years ๐Ÿ’ธ ๐Ÿ’ณ Visa $V ๐ŸŽ Apple $AAPL ๐Ÿข NVR Inc $NVR ๐Ÿš— Copart $CPRT ๐Ÿค– Fortinet $FTNT ๐Ÿ”ฉ Fastenal $FAST ๐Ÿ’ต Paychex $PAYX ๐Ÿ“ Graco Inc $GGG ๐Ÿ“ˆ MSCI Inc $MSCI ๐Ÿšฟ A O Smith $AOS ๐Ÿ’ต Mastercard $MA โ˜ Microsoft $MSFT ๐Ÿ“ฒ Taiwan Semi $TSM โš™ W W Grainger $GWW ๐Ÿ’ฐAutomatic Data $ADP ๐Ÿ–จ Lam Research $LRCX ๐ŸŽฅ Meta Platforms $META ๐Ÿถ Idexx Laboratories $IDXX ๐Ÿซ€ Edwards Lifesciences $EW ๐Ÿš› Old Dominion Freight $ODFL #stocks #investing"
@DimitryNakhla Avatar @DimitryNakhla on X 2024-07-14 13:38:37 UTC 14.5K followers, 25.1K engagements

"2. Paychex $PAYX ๐Ÿ’ต Revenue CAGR: XXX% COGS CAGR: XXX% Revenue / COGS: 1.73x"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-10 12:30:12 UTC 14.5K followers, XXX engagements

"Operating leverage is a powerful driver in investing enabling companies to boost operating margins & amplify profitability Here are XX stocks that grew operating margins by 20%+ from 2014 - 2024 ๐Ÿ’ธ X. $ASML XXXX% โžก XXXX% +23% X. $NVO XXXX% โžก XXXX% +24% X. $GOOG XXXX% โžก XXXX% +28% X. $MSFT XXXX% โžก XXXX% +33% X. $CPRT XXXX% โžก XXXX% +37% X. $WM XXXX% โžก XXXX% +40% X. $ADP XXXX% โžก XXXX% +47% X. $MSCI XXXX% โžก XXXX% +59% X. $FICO XXXX% โžก XXXX% +102% XX. $NVDA XXXX% โžก XXXX% +285% ___ Operating leverage measures a companys ability to boost operating income disproportionately with revenue growth driven"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-07 19:52:26 UTC 14.5K followers, 11.5K engagements

"Lam Research $LRCX Q3 Earnings Report๐ŸŽฏ Rev: $4.72B vs $4.59B estโœ… +24% YoY EPS: $XXXX vs $XXXX est โœ… +33% YoY Q4 Guidance Rev: $5.00B est (+/- $300M) EPS: $XXXX est (+/- $0.10)"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-04-23 20:17:24 UTC 14.5K followers, 8985 engagements

"2. IDEXX Laboratories $IDXX ๐Ÿถ Revenue CAGR: +9% Margin Expansion: XX% โžก 23%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-20 15:00:05 UTC 14.5K followers, XXX engagements

"6/10 Fair Isaac $FICO +33% CAGR ๐Ÿฆ EPS CAGR: +25% Multiple Expansion: +6%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-06-07 17:23:24 UTC 14.5K followers, 1942 engagements

"7. Google $GOOG $GOOGL ๐Ÿ–ฑ Revenue CAGR: +20% Margin Expansion: XX% โžก 28%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-20 15:00:13 UTC 14.5K followers, XXX engagements

"@kanavaggar95771 No worries Well heres a question for you: Does any of that matter if $FICO can grow EPS at a XX% - XX% CAGR over the next X years"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-15 18:15:10 UTC 14.5K followers, XXX engagements

"9. Apple $AAPL ๐Ÿ“ฑ Share Reduction: -XX% EPS Boost: +19% EPS CAGR: +15%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-15 16:32:22 UTC 14.5K followers, 2154 engagements

"15 Quality Compounders With An Annual ROIC XX% For Last X Consecutive Years (Average) ๐Ÿ’ธ ๐Ÿ’ณ Visa $V (30%) ๐Ÿš˜ Copart $CPRT (24%) ๐Ÿข NVR Inc $NVR (39%) ๐Ÿฆ Fair Isaac $FICO (44%) ๐Ÿ’ต Mastercard $MA (52%) ๐Ÿ“  KLA Corp $KLAC (35%) โ˜ Microsoft $MSFT (30%) ๐Ÿค– Taiwan Semi $TSM (25%) ๐Ÿงฌ Novo Nordisk $NVO (67%) ๐Ÿ–จ Lam Research $LRCX (36%) ๐Ÿงพ Automatic Data $ADP (50%) โ˜€ ASML Holding $ASML (40%) ๐Ÿ“ธ Meta Platforms $META (27%) ๐Ÿ’ฟ Applied Materials $AMAT (35%) ๐Ÿš› Old Dominion Freight $ODFL (34%)"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-01-17 15:31:42 UTC 14.5K followers, 44.6K engagements

"4. Visa $V ๐Ÿ’ณ Revenue CAGR: XXX% COGS CAGR: XXX% Revenue / COGS: 6.20x"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-10 12:30:15 UTC 14.5K followers, 2518 engagements

"10 High-Quality Stocks That Increased Revenues Annually Over Past XX Years Coupled with Net Income Margin Expansion๐Ÿ’ต These resilient businesses embody the essence of long-term investing offering peace of mind by demonstrating their ability to thrive through economic cycles๐Ÿง˜๐Ÿฝโ™‚"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-20 15:00:02 UTC 14.5K followers, 3396 engagements

"@Fred_Abyss Yup $MSCI is in my portfolio ๐Ÿ‘Œ๐Ÿฝ there are many excellent businesses that arent included in the XI (as with a great futbol squad) this so happens to be the starting line up today ๐Ÿ˜‚๐Ÿ‘๐Ÿฝ"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-10 20:37:04 UTC 14.5K followers, XXX engagements

"7. Fair Isaac $FICO ๐Ÿฆ Current Drawdown: -XX% NTM P/E: 46x PEG: 2.00"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-17 12:31:58 UTC 14.5K followers, 1059 engagements

"8. Airbnb $ABNB ๐Ÿ Current Drawdown: -XX% NTM P/E: 32x PEG: 1.70"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-17 12:32:00 UTC 14.5K followers, XXX engagements

"Looking at $ASML Service & Field Option Quarterly Revenue as a percentage of Total Revenue Not only has this segment compounded at an attractive rate (+19.7%) but it also represented more than 1/4 of Total Revenue in the latest quarterly report"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-17 15:02:48 UTC 14.5K followers, 10.4K engagements

"4. Brown & Brown $BRO ๐Ÿ’ผ Revenue CAGR: +11% Margin Expansion: XX% โžก 21%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-20 15:00:08 UTC 14.5K followers, XXX engagements

"@LWRCapital Yes you can see my latest comments on $CPRT by looking up the tikr in the search bar on my profile & sort by latest comments ๐Ÿ‘Œ๐Ÿฝ"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-16 16:06:19 UTC 14.5K followers, XXX engagements

"1. Costco $COST ๐Ÿ›’ Revenue CAGR: +9% Margin Expansion: X% โžก 3%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-20 15:00:04 UTC 14.5K followers, XXX engagements

"4. Danaher $DHR (Tue AM) ๐Ÿ—“ REV Est: $5.84B (+1.7%) ๐Ÿ—“ EPS Est: $XXXX (-4.6%) ๐Ÿ’ต NTM P/E: 25x 26x avg ๐Ÿ’ต NTM FCF Yield: XXX% XXX% avg Over XX% of $DHR total revenue is recurring as of LTM"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-18 21:15:07 UTC 14.5K followers, 1000 engagements

"10 Quality Stocks Down XX% From Highs That Should Be On Your Watchlist This Week ๐Ÿ’ต X $LVMH $MC Louis Vuitton Mot ๐Ÿ‘œ % Down From Highs: -XX% LTM ROIC: XXXX% NTM P/E: 21.67x X $CP Canadian Pacific ๐Ÿ›ค % Down From Highs: -XX% LTM ROIC: XXX% NTM P/E: 23.53x X $CRM Salesforce ๐Ÿ“Š % Down From Highs: -XX% LTM ROIC: XXX% NTM P/E: 23.09x X $ODFL Old Dominion Freight ๐Ÿš› % Down From Highs: -XX% LTM ROIC: XXXX% NTM P/E: 28.05x X $MSCI MSCI Inc ๐Ÿ“ˆ % Down From Highs: -XX% LTM ROIC: XXXX% NTM P/E: 32.02x X $UNH UnitedHealth ๐Ÿฉป % Down From Highs: -XX% LTM ROIC: XXXX% NTM P/E: 17.72x X $NKE Nike ๐ŸŽฝ % Down From"
@DimitryNakhla Avatar @DimitryNakhla on X 2024-06-17 12:00:42 UTC 14.5K followers, 41.7K engagements

"@Investsmall999 $AJG is solid as well trading slightly above fair value"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-19 21:08:43 UTC 14.5K followers, XXX engagements

"9. ServiceNow $NOW (Wed PM) ๐Ÿ—“ REV Est: $3.12B (+18.6%) ๐Ÿ—“ EPS Est: $XXXX (-9.9%) ๐Ÿ’ต NTM P/E: 55x 55x avg ๐Ÿ’ต NTM FCF Yield: XXX% XXX% avg XX% of $NOW total revenue is recurring"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-18 21:15:15 UTC 14.5K followers, 3052 engagements

"@Fred_Abyss Absolutely it certainly deserves the premium"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-18 16:34:27 UTC 14.5K followers, XXX engagements

"4. Equifax $EFX ๐Ÿ’ต Current Drawdown: -XX% NTM P/E: 32x PEG: 1.23"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-17 12:31:51 UTC 14.5K followers, 1055 engagements

"3. Brown & Brown $BRO ๐Ÿ’ผ Current Drawdown: -XX% NTM P/E: 24x PEG: 2.00"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-17 12:31:50 UTC 14.5K followers, 1092 engagements

"9. NVR Inc $NVR ๐Ÿข NTM Feb 2020 P/E: 17.15x NTM Feb 2025 P/E: 14.04x Stock Price: +76%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-02-22 14:41:47 UTC 14.5K followers, 2661 engagements

"MSCI Inc $MSCI Q1 Earnings Report๐ŸŽฏ Rev: $745M vs $744M estโœ… +10% YoY EPS: $XXXX vs $XXXX est โœ… +14% YoY ___ One of the stickiest businesses in the ๐ŸŒŽ"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-04-22 20:00:51 UTC 14.5K followers, 12.8K engagements

"8. Fair Isaac $FICO ๐Ÿฆ Share Reduction: -XX% EPS Boost: +19% EPS CAGR: +26%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-15 16:32:20 UTC 14.5K followers, 1545 engagements

"10. Salesforce $CRM ๐Ÿค– Revenue CAGR: +26% Margin Expansion: X% โžก 16%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-20 15:00:17 UTC 14.5K followers, 1499 engagements

"8. Constellation Software $CSU ๐ŸŒ  Revenue CAGR: +23% Margin Expansion: X% โžก 7%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-20 15:00:14 UTC 14.5K followers, XXX engagements

"10 Quality Stocks FCF CAGR XX% Past X Years That Trade for Cheaper P/FCF Today๐Ÿ’ต* ๐Ÿ’ธ Visa $V XX% CAGR ๐Ÿ’ณ Mastercard $MA XX% CAGR ๐ŸŒ MSCI Inc $MSCI XX% CAGR ๐Ÿ‘พ Synopsys $SNPS XX% CAGR ๐Ÿ–ฑ Google $GOOG XX% CAGR โ˜€ ASML $ASML XX% CAGR ๐Ÿ“Š Salesforce $CRM XX% CAGR ๐Ÿš˜ Copart $CPRT XX% CAGR ๐Ÿค– Nvidia $NVDA XX% CAGR ๐Ÿค MercadoLibre $MELI XX% CAGR ___ *NTM FCF Yield vs exactly X years ago"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-06-20 17:07:36 UTC 14.5K followers, 16.2K engagements

"Starting to like $FICO here $1600 The best way to mediate the risk of its rich premium is to strategically acquire the business in tranches: 1/3 $1500 1/3 $1250 1/3 $1000 Average near $1200 & a PEG 2.00x assuming $FICO can meet estimates over next X years"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-10 13:40:03 UTC 14.5K followers, 11.3K engagements

"Investing in companies growing revenues at a faster percentage than cost of goods sold (COGS) is a potent strategy highlighting strong pricing power & efficiency that enhance profit margins Here are X stocks with revenue growth at least 1.50x their COGS over the past X years๐Ÿงต"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-10 12:30:09 UTC 14.5K followers, 7298 engagements

"With markets near all time highs it could be tempting to chase the hot winners As a long-term investor I get excited when proven high-quality stocks fallgiving us a shot at finding value Below is a list of XX wide-moat stocks down at least -XX% from their highs ๐Ÿงต"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-17 12:31:43 UTC 14.5K followers, 6683 engagements

": X. Zoetis $ZTS ๐Ÿฉ X. NVR Inc $NVR ๐Ÿ  X. Mastercard $MA ๐Ÿ’ณ X. Lam Research $LRCX ๐Ÿ–ฅ X. Veeva Systems $VEEV ๐Ÿ‘จ๐Ÿฝ๐Ÿ’ป X. Texas Instruments $TXN ๐Ÿš— X. Waters Corporation $WAT ๐Ÿšพ _______ #stocks #investing : . . . . . ."
@DimitryNakhla Avatar @DimitryNakhla on X 2023-06-19 12:49:38 UTC 14.5K followers, 14.7K engagements

"5. Tractor Supply $TSCO ๐Ÿšœ Share Reduction: -XX% EPS Boost: +11% EPS CAGR: +16%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-15 16:32:16 UTC 14.5K followers, XXX engagements

"5. Intuitive Surgical $ISRG (Tue PM) ๐Ÿ—“ REV Est: $2.35B (+16.9%) ๐Ÿ—“ EPS Est: $XXXX (-0.5%) ๐Ÿ’ต NTM P/E: 64x 58x avg ๐Ÿ’ต NTM FCF Yield: XXX% XXX% avg $ISRG is a sticky business & a great example of razor & blades business model"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-18 21:15:09 UTC 14.5K followers, XXX engagements

"3. Synopsys $SNPS ๐Ÿ‘พ Revenue CAGR: +11% Margin Expansion: XX% โžก 23%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-20 15:00:07 UTC 14.5K followers, XXX engagements

"@Fred_Abyss I can share another $MSCI analysis a few days after earnings $MSCI trades close to fair value today was attractive most recently $530s to $540s & of course when I shares my analysis last year at $XXX ๐Ÿ‘Œ๐Ÿฝ"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-18 14:04:02 UTC 14.5K followers, XXX engagements

"9. Amazon $AMZN ๐Ÿ“ฆ Revenue CAGR: +24% Margin Expansion: X% โžก 9%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-20 15:00:16 UTC 14.5K followers, 1476 engagements

"2/5 Monster Beverage $MNST ๐Ÿงƒ EPS CAGR: XXXXX% LTM ROIC: XX% $MNST has sustained XX years of consistent revenue growth by dominating the energy drink market with its strong brand and global distribution leveraging shared scale economies and strategic partnerships"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-06-12 13:42:50 UTC 14.5K followers, 1495 engagements

"Given its consistency $CRM is under-appreciated At $276๐Ÿ’ต per share its valuation relative to growth potential makes it a compelling investment"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-05-27 16:52:46 UTC 14.5K followers, 9568 engagements

"๐Ÿ‘พ Synospsys $SNPS +17% ๐Ÿ’ฝ Cadence Design $CDNS +13% Occasionally the market dips due to perceived short-term headwinds presenting a golden opportunity that demands swift decisive action This is why its always prudent to have your buy price targets set in advance"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-03 13:40:29 UTC 14.5K followers, 7765 engagements

"1/5 Tractor Supply & Co $TSCO ๐Ÿฎ EPS CAGR: XXXXX% LTM ROIC: XX% $TSCO has delivered XX years of consistent revenue growth by capitalizing on its niche as the leading rural lifestyle retailer leveraging shared scale economies across its expansive store network strong brand loyalty and operational efficiency to ensure long-term resilience"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-06-12 13:42:49 UTC 14.5K followers, 1594 engagements

"5. Copart $CPRT ๐Ÿš˜ Current Drawdown: -XX% NTM P/E: 28x PEG: 2.10"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-17 12:31:53 UTC 14.5K followers, 1157 engagements

"@Longtermloren Yup the tariff news is noise $MELI will be just fine"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-10 14:12:33 UTC 14.5K followers, XXX engagements

"@Fred_Abyss Absolutely $MSCI shares several similarities with $V $MA and $SPGI in terms of its strong moat (built on indispensable index and analytics tools with network effects) high predictability from recurring subscription revenues and low capex model that fuels efficient growth"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-18 19:06:04 UTC 14.5K followers, XXX engagements

"10. NVR Inc $NVR ๐Ÿข Share Reduction: -XX% EPS Boost: +23% EPS CAGR: +16%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-15 16:32:23 UTC 14.5K followers, 2017 engagements

"1. Arthur J Gallagher $AJG ๐Ÿ“Š Revenue CAGR: XXX% COGS CAGR: XXX% Revenue / COGS: 1.71x"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-10 12:30:11 UTC 14.5K followers, XXX engagements

"3/15 Taiwan Semiconductor $TSM ๐Ÿ’ฝ Down: -24%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-03-11 12:36:37 UTC 14.5K followers, 1326 engagements

"@Fred_Abyss Thanks for the kind words I really appreciate it I like to keep it simple and let the numbers tell the storyfocusing on fundamentals avoids spinning a narrative that might cloud judgment with confirmation bias $MSCI is an excellent business I own both $SPGI & $MSCI"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-07 20:31:00 UTC 14.5K followers, XXX engagements

"6. Monster Beverage $MNST ๐Ÿฅค Revenue CAGR: +13% Margin Expansion: XX% โžก 20%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-20 15:00:11 UTC 14.5K followers, XXX engagements

"7 Reasons WHY $BKNG (Booking Holdings) Should Be On Your Watchlist ๐Ÿ’ธ X $BKNG has grown revenue for XX out of the last XX years X $BKNG has increased earnings per share (EPS) for XX out of the last XX years X Strong & consistent ROIC (drop in 2020 due to global restrictions) X Opportunity for growth in operating and net income margins X A fortress balance sheet with $16.33B in cash & $13.36B in long term debt X Aggressive share buybacks (33% decrease in shares outstanding since 2013 leading to a XX% boost in EPS) X $BKNG recently initiated a $XXXXX per share dividend that will likely grow at"
@DimitryNakhla Avatar @DimitryNakhla on X 2024-08-19 21:44:19 UTC 14.5K followers, 81.2K engagements

"Netflix $NFLX Double Beat Q2 2025 Report โœ… Revenue: $11.08B (+16% YoY) โœ… EPS: $XXXX (+47% YoY)"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-17 20:09:51 UTC 14.5K followers, 4600 engagements

"A quality valuation analysis on $MELI ๐Ÿง˜๐Ÿฝโ™‚ NTM P/E Ratio: 43.76x 2-Year Mean: 49.08x As you can see $MELI appears to be trading near fair value Going forward investors can receive XX% MORE in earnings per share ๐Ÿง *** Before we get into valuation lets take a look at why $MELI is a great business BALANCE SHEETโœ… Cash & Short-Term Inv: $8.07B Long-Term Debt: $2.80B $MELI has a strong balance sheet a BBB- S&P Credit Rating & 45x FFO Interest Coverage RETURN ON CAPITALโžกโœ… 2020: XXX% 2021: XXX% 2022: XXXX% 2023: XXXX% 2024: XXXX% LTM: XXXX% RETURN ON EQUITYโžกโœ… 2020: (0.1%) 2021: XXX% 2022: 28.7%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-19 18:19:37 UTC 14.5K followers, 5385 engagements

"Berkshire Hathaway is down -XXXX% from its highsthe largest drawdown in X years $BRK.A $BRK.B appears to be fairly valued at $471๐Ÿ’ต & a good buy with a margin of safety at $425๐Ÿ’ต"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-16 19:54:37 UTC 14.5K followers, 22K engagements

"MercadoLibre $MELI in X Charts ๐Ÿ“Š X. Both Commerce and Fintech revenues have grown at over XX% CAGR since 2019 X. Revenue by Geography X. Specific Geography Revenue / Total Revenue X. Gross Merchandise Volume (GMV) $MELI trades for a XXXX PEG ratio"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-19 15:53:54 UTC 14.5K followers, 3707 engagements

"As earnings season ramps up next week is packed with scheduled reports ๐Ÿ—“ Lets dive into the earnings expectations valuations & business segments for XX standout quality stocks Food for thought over the weekend๐Ÿงต"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-18 21:15:00 UTC 14.5K followers, 13.8K engagements

"$BKNG is an ideal case of market neglect โœˆ Hard to believe yet $BKNG stock is up +57% since my August post highlighting why its a great business I also shared several analyses suggesting it was a compelling investment at $3700 & most recently at $4300 ๐Ÿ’ต"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-07 22:30:49 UTC 14.5K followers, 10.2K engagements

"8. Copart $CPRT ๐Ÿš˜ NTM Feb 2020 P/E: 32.84x NTM Feb 2025 P/E: 34.25x Stock Price: +137%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-02-22 14:41:45 UTC 14.5K followers, 1646 engagements

"5/10 Nvidia $NVDA +74% CAGR ๐Ÿค– EPS CAGR: +83% Multiple Compression: -30%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-06-07 17:23:23 UTC 14.5K followers, 1565 engagements

"GE Aerospace $GE reports Q2 2025 earnings tomorrow morning ๐Ÿ—“ REV est: $9.58B (+5.4% YoY) EPS est: $XXXX (+17.5% YoY) In FY 2024 services revenue accounted for XX% of total revenue๐Ÿ’ฐ Dont overlook $GE its not the same company it was years ago as I detailed in May๐Ÿ‘‡๐Ÿฝ"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-16 21:28:30 UTC 14.5K followers, 7957 engagements

"9/10 S&P Global $SPGI ๐Ÿ’ฐ YTD: +4% NTM P/E: 29x"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-05-29 20:17:33 UTC 14.5K followers, 2200 engagements

"Less than X months ago I highlighted $SNPS as a good purchase at $457๐Ÿ’ต Since then $SNPS has surged +28%โœ… Bummer that it bounced back so quickly As I stated: $SNPS will thrive as AI and tech advancements drive chip demand boosting the need for its cutting-edge semiconductor design software that helps create faster smarter chips among other things $SNPS offers a stellar way to tap into the semiconductor boom delivering steady predictable growth and reliable recurring revenue for investors seeking stability in the space You can find the original valuation analysis in the post below๐Ÿ‘‡๐Ÿฝ"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-18 01:30:05 UTC 14.5K followers, 5445 engagements