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@DimitryNakhla Avatar @DimitryNakhla Dimitry Nakhla | Babylon Capitalยฎ

Dimitry Nakhla | Babylon Capitalยฎ posts on X about eps, rev, avg, stocks 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 XXXXX% cryptocurrencies XXXXX% countries XXXX% exchanges #1128 automotive brands XXXX% luxury brands XXXX% fashion brands XXXX%

Social topic influence eps #135, rev #43, avg #33, stocks #1579, $msci 7.11%, $goog #22, goog #27, $fico 6.22%, $cprt 5.33%, msft XXXX%

Top accounts mentioned or mentioned by @biopadawan @fredabyss @fred_abyss @wisedelcapital @longtermloren @princeofgoodt @investsmall999 @thelongaj @oreiteb @alexmerax @qualityinvest5 @tacticzh @praveenkolla @kanavaggar95771 @lwrcapital @purelongtrades @llamabravo @jerkface5150 @alerts_bullish @compoundeer

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

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 14.6K followers, 1026 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 14.6K followers, 3894 engagements

"@oreiteb Yup $GOOG nailed it ๐ŸŽฏ & $FI doesnt pass my rigorous quality standards. While the valuation may appear attractive there are much higher-quality businesses Id rather own for the long-term ๐Ÿ‘Œ๐Ÿฝ"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-24 00:25:16 UTC 14.6K followers, XXX 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 14.6K 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 14.6K followers, 18.4K 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 14.6K followers, 1106 engagements

"@alexmerax Part of $MSCI strategy given its extreme predictability its not really a cause for concern especially considering XX% FCF margins & 8x FFO interest coverage ratio (highest its been since 2015 ๐Ÿ‘Œ๐Ÿฝ)"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-23 15:43:29 UTC 14.6K followers, XXX engagements

"@PrinceOfGoodT @QualityInvest5 Great question I would say $SPGI $ICE $MELI (worthy mentions include $MA $MSFT)"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-10 11:20:04 UTC 14.6K followers, XXX 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 14.6K 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 14.6K followers, XXX engagements

"3. Visa $V (Tue PM) ๐Ÿ—“ REV Est: $9.86B (+12.3%) ๐Ÿ—“ EPS Est: $XXXX (+13.5%) ๐Ÿ’ต NTM P/E: 29x 29x avg ๐Ÿ’ต NTM FCF Yield: XXX% XXX% avg Robust international revenue growth has been a significant tailwind for $V and presents a compelling opportunity going forward"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-26 12:15:25 UTC 14.6K 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 14.6K followers, 18.6K 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 14.6K followers, 1204 engagements

"Google $GOOG Q2 2025 Report Estimates ๐Ÿ—“ REV: $93.96B (+10.8% YoY) EPS: $XXXX (+14.3% YoY) Q2 2024 Segments & KPIs ๐Ÿ‘‡๐Ÿฝ (FiscalAI)"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-23 14:56:19 UTC 14.6K followers, 12.6K engagements

"12. Intercontinental Exch $ICE (Thu AM) ๐Ÿ—“ REV Est: $2.53B (+9.0%) ๐Ÿ—“ EPS Est: $XXXX (+16.4%) ๐Ÿ’ต NTM P/E: 26x 22x avg ๐Ÿ’ต NTM FCF Yield: XXX% XXX% avg $ICE is among my top five favorite businesses; own the NYSE & their recent acquisition of Black Knight widens their moat"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-26 12:15:39 UTC 14.6K followers, XXX engagements

"8. Lam Research $LRCX (Wed PM) ๐Ÿ—“ REV Est: $5.00B (+29.1%) ๐Ÿ—“ EPS Est: $XXXX (+47.4%) ๐Ÿ’ต NTM P/E: 23x 20x avg ๐Ÿ’ต NTM FCF Yield: XXX% XXX% avg XX% of $LRCX total revenue is recurring"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-26 12:15:33 UTC 14.6K followers, XXX engagements

"Fund consultants like to require style boxes such as long-short macro international equities. At Berkshire our only style box is smart. Warren Buffett ๐Ÿ—ฃ"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-25 22:40:05 UTC 14.6K followers, 2294 engagements

"2. PayPal $PYPL (Tue AM) ๐Ÿ—“ REV Est: $8.09B (+2.5%) ๐Ÿ—“ EPS Est: $XXXX (+9.2%) ๐Ÿ’ต NTM P/E: 15x 25x avg ๐Ÿ’ต NTM FCF Yield: XXX% XXX% avg Decent growth in Active Accounts would likely be viewed as a bullish step toward $PYPL turnaround"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-26 12:15:23 UTC 14.6K 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 14.6K followers, 47K engagements

"10. S&P Global $SPGI (Thu AM) ๐Ÿ—“ REV Est: $3.68B (+3.7%) ๐Ÿ—“ EPS Est: $XXXX (+4.7%) ๐Ÿ’ต NTM P/E: 30x 30x avg ๐Ÿ’ต NTM FCF Yield: XXX% XXX% avg $SPGI has shown strong growth across all segments with the Ratings segment being its most compelling"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-26 12:15:36 UTC 14.6K followers, XXX engagements

"1. Cadence Design $CDNS (Mon AM) ๐Ÿ—“ REV Est: $1.26B (+18.8%) ๐Ÿ—“ EPS Est: $XXXX (+10.9%) ๐Ÿ’ต NTM P/E: 47x 43x avg ๐Ÿ’ต NTM FCF Yield: XXX% XXX% avg XX% of $CDNS revenue is recurring"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-26 12:15:22 UTC 14.6K followers, XXX 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 14.6K followers, 7947 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 14.6K followers, 4271 engagements

"16. KLA Corp $KLAC (Thu PM) ๐Ÿ—“ REV Est: $3.08B (+19.8%) ๐Ÿ—“ EPS Est: $XXXX (+29.3%) ๐Ÿ’ต NTM P/E: 27x 21x avg ๐Ÿ’ต NTM FCF Yield: XXX% XXX% avg Services revenue constitutes XX% of $KLAC total revenue"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-26 12:15:45 UTC 14.6K followers, 1128 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 14.6K 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 14.6K followers, 25.2K engagements

"Did you know Copart $CPRT owns a lot of land $CPRT land valued at $2.03B today up from $105M in 2004 is understated on its balance sheet due to accounting rules that use historical purchase prices rather than current market values A key driver of its competitive edge ๐Ÿš˜"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-05-25 16:27:37 UTC 14.6K followers, 16.2K 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 14.6K followers, 1945 engagements

"11. Mastercard $MA (Thu AM) ๐Ÿ—“ REV Est: $7.99B (+14.8%) ๐Ÿ—“ EPS Est: $XXXX (+12.3%) ๐Ÿ’ต NTM P/E: 34x 34x avg ๐Ÿ’ต NTM FCF Yield: XXX% XXX% avg $MA is one of the highest-quality compounders in the world"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-26 12:15:38 UTC 14.6K followers, XXX 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 14.6K followers, 16.4K engagements

"A quality valuation analysis on $ASML ๐Ÿง˜๐Ÿฝโ™‚ NTM P/E Ratio: 28.96x 10-Year Mean: 31.05x NTM FCF Yield: XXXX% 10-Year Mean: XXXX% As you can see $ASML appears to be trading below fair value Going forward investors can receive X% MORE in earnings per share & X% MORE in FCF per share๐Ÿง *** Before we get into valuation lets take a look at why $ASML is an excellent business (Financials in USD) BALANCE SHEETโœ… Cash & Short Term Inv: $9.85B Long-Term Debt: $3.98B $ASML has a strong balance sheet & 70x FFO Interest Coverage RETURN ON CAPITALโœ… 2021: XXXX% 2022: XXXX% 2023: XXXX% 2024: XXXX% LTM: 48.2%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-06-24 15:05:45 UTC 14.6K followers, 9261 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 14.6K followers, 89K engagements

"4. Booking Holdings $BKNG (Tue PM) ๐Ÿ—“ REV Est: $1.93B (+11.7%) ๐Ÿ—“ EPS Est: $XXXX (+33.8%) ๐Ÿ’ต NTM P/E: 25x 27x avg ๐Ÿ’ต NTM FCF Yield: XXX% XXX% avg Since 2015 $BKNG EPS has grown at a +15% CAGR accompanied by a -XX% reduction in shares outstanding"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-26 12:15:26 UTC 14.6K followers, XXX engagements

"A quality valuation analysis on $PYPL ๐Ÿง˜๐Ÿฝโ™‚ NTM P/E Ratio: 14.90x All-Time Mean: 28.63x NTM FCF Yield: XXXX% All-Time Mean: XXXX% As you can see $PYPL appears to be trading below fair value Going forward investors can receive XX% MORE in earnings per share & XX% MORE in FCF per share ๐Ÿง *** Before we get into valuation lets take a look at why $PYPL is a good business BALANCE SHEETโœ… Cash & Short-Term Inv: $11.21B Long-Term Debt: $11.42B $PYPL has a strong balance sheet an A- S&P Credit Rating & 17x FFO Interest Coverage RETURN ON CAPITALโœ… 2020: XXXX% 2021: XXXX% 2022: XXXX% 2023: XXXX% 2024:"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-24 19:56:27 UTC 14.6K followers, 9447 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 14.6K followers, 6694 engagements

"8. Nasdaq Inc $NDAQ ๐Ÿช 2018: $NDAQ +8% vs $SPY -X% 2022: $NDAQ -XX% vs $SPY -18%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-03-20 15:48:30 UTC 14.6K followers, XXX engagements

"7. Meta Platforms $META (Wed PM) ๐Ÿ—“ REV Est: $44.81B (+14.7%) ๐Ÿ—“ EPS Est: $XXXX (+13.7%) ๐Ÿ’ต NTM P/E: 28x 25x avg ๐Ÿ’ต NTM FCF Yield: XXX% XXX% avg $META advertising revenue growth is impressive with its MAUs representing XX% of the global population"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-26 12:15:31 UTC 14.6K followers, XXX 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 14.6K followers, 8605 engagements

"Google $GOOG $GOOGL Q2 2025 Report ๐Ÿ—“ โœ… REV: $96.43B (+13.8% YoY) โœ… EPS: $XXXX (+22.2% YoY) โ˜ GOOGLE CLOUD +32% YoY"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-23 20:13:23 UTC 14.6K followers, 11K 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 14.6K 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 14.6K followers, 1153 engagements

"10 High-Quality Stocks on Sale ๐Ÿ’ต X. MercadoLibre $MELI NTM P/E 43x ๐Ÿค X. MSCI Inc $MSCI NTM P/E 32x ๐ŸŒ X. Mastercard $MA NTM P/E 32x ๐Ÿ’ณ X. Amazon $AMZN NTM P/E 29x ๐Ÿ“ฆ X. S&P Global $SPGI NTM P/E 27x ๐Ÿ“ˆ X. Synopsys $SNPS NTM P/E 27x ๐Ÿ‘พ X. ASML Holding $ASML NTM P/E 25x โ˜€ X. Google $GOOG NTM P/E 18x โ˜ X. Lam Research $LRCX NTM P/E 18x ๐Ÿ–จ XX. Novo Nordisk $NVO NTM P/E 17x ๐Ÿงฌ"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-04-15 15:25:46 UTC 14.6K followers, 40.4K 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 14.6K followers, 1454 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 14.6K followers, 2336 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 14.6K followers, 1083 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 14.6K followers, 8570 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 14.6K followers, 14.1K 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 14.6K followers, 9196 engagements

"10 Quality Stocks Flying Under The Radar ๐Ÿ’ต ๐Ÿ–ฅ CDW Corp $CDW 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐Ÿ—ณ Broadridge Financial $BR 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐Ÿฆ Fair Isaac Corp $FICO 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐Ÿšพ Agilent Technologies $A 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐Ÿข NVR Inc $NVR 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐Ÿšฟ A O Smith $AOS 5-Year EPS CAGR: XXX% LTM ROIC: XXXX% ๐Ÿ“ˆ FactSet Research $FDS 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐Ÿชซ Amphenol $APH 5-Year EPS CAGR: XXX% LTM ROIC: XXXX% ๐Ÿฅ Medpace $MEDP 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐ŸŠ๐Ÿผโ™‚ Pool Corp"
@DimitryNakhla Avatar @DimitryNakhla on X 2024-05-07 15:13:37 UTC 14.6K followers, 12K 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 14.6K 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 14.6K followers, 1992 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 14.6K 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 14.6K followers, 10.4K 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 14.6K followers, 15.9K 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 14.6K followers, 1008 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 14.6K 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 14.6K followers, XXX engagements

"Its not everyday you see $MSCI trading for a X% FCF Yield & a 29x P/E ๐ŸŒ Peaking at $XXX in 2021 with a 63x P/E its multiple has since halved while EPS grew at a XXXX% CAGR At 29x today multiple compression is less likely to be a drag future returns ๐Ÿ’ต"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-23 12:17:31 UTC 14.6K followers, 31K engagements

"15 Quality Linear Compounders Normalized EPS 2008 - 2023 LTM ROIC๐Ÿงต #stocks #investing"
@DimitryNakhla Avatar @DimitryNakhla on X 2024-05-21 14:55:06 UTC 14.6K followers, 68.2K 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 14.6K followers, 1651 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 14.6K 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 14.6K 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 14.6K followers, 6450 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 14.6K 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 14.6K followers, 13.2K engagements

"10 months ago I suggested that $MEDP appears to be a decent consideration for investment at $326๐Ÿ’ต & a great buy at $290๐Ÿ’ต Following its stellar Q2 2025 earnings beat $MEDP shares surged +41% and +58% respectively since my analysis โœ… The valuation analysis attached below๐Ÿ‘‡๐Ÿฝ"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-21 21:40:03 UTC 14.6K followers, 8500 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 14.6K followers, 1552 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 14.6K followers, 8051 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 14.6K followers, 12.5K 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 14.6K followers, 7037 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 14.6K 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 14.6K followers, 17.4K 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 14.6K followers, 3189 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 14.6K followers, 1135 engagements

"5. Automatic Data $ADP (Wed AM) ๐Ÿ—“ REV Est: $5.05B (+5.8%) ๐Ÿ—“ EPS Est: $XXXX (+6.2%) ๐Ÿ’ต NTM P/E: 29x 28x avg ๐Ÿ’ต NTM FCF Yield: XXX% XXX% avg Over XX% of $ADP revenue is recurring with Employer Services Revenue growth accelerating in recent years"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-26 12:15:28 UTC 14.6K followers, XXX 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 14.6K followers, 1145 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 14.6K 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 14.6K followers, XXX engagements

"Moodys $MCO Q2 2025 Report ๐Ÿ—“ โœ… REV: $1.89B (+4.3% YoY) โœ… EPS: $XXXX (+8.5% YoY) Quarterly dividend $XXXX increase of +11% Repurchased XXX million shares avg $460.76"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-23 11:30:25 UTC 14.6K followers, 4817 engagements

"$AVGO subscription & services revenue is on an absolute tear growing from $4.5B in FY19 to a staggering $21.2B in FY24 that's XXX% total growth an impressive XXXX% CAGR ๐Ÿ’ต Meanwhile products revenue grew steadily at XXXX% total (10.9% CAGR) but the real magic is in that recurring software stream turbocharged by the VMware acquisition As AI demand surges this high-margin fortress is set to maintain attractive growth prospects"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-15 15:33:15 UTC 14.6K followers, 4164 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 14.6K 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 14.6K followers, 1969 engagements

"We want to do business in times of pessimism not because we like pessimism but because we like the prices it produces. Its optimism thats the enemy of the irrational buyer. Warren Buffett ๐Ÿ—ฃ"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-26 16:27:39 UTC 14.6K followers, 1421 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 14.6K followers, 2197 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 14.6K followers, 44.6K engagements

"9. Fair Isaac $FICO (Wed PM) ๐Ÿ—“ REV Est: $516.75M (+15.4%) ๐Ÿ—“ EPS Est: $XXXX (+15.0%) ๐Ÿ’ต NTM P/E: 47x 43x avg ๐Ÿ’ต NTM FCF Yield: XXX% XXX% avg Total Scores revenue has been $FICO fastest-growing segment boasting an impressive XX% EBIT margin"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-26 12:15:34 UTC 14.6K followers, XXX 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 14.6K followers, 2546 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 14.6K followers, 5364 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 14.6K followers, 1193 engagements

"15. Coinbase $COIN (Thu PM) ๐Ÿ—“ REV Est: $1.57B (+8.3%) ๐Ÿ—“ EPS Est: $XXXX (+7.5%) ๐Ÿ’ต NTM P/E: 70x 47x avg ๐Ÿ’ต NTM FCF Yield: XXX% XXX% avg Total subscription and services revenue growth has been impressive"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-26 12:15:44 UTC 14.6K followers, 1264 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 14.6K followers, 1074 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 14.6K followers, 1058 engagements

"6. Microsoft $MSFT (Wed PM) ๐Ÿ—“ REV Est: $73.77B (+13.9%) ๐Ÿ—“ EPS Est: $XXXX (+14.2%) ๐Ÿ’ต NTM P/E: 35x 30x avg ๐Ÿ’ต NTM FCF Yield: XXX% XXX% avg Intelligent Cloud revenue is nearing XX% of $MSFT total revenue"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-26 12:15:29 UTC 14.6K 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 14.6K 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 14.6K 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 14.6K followers, 1327 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 14.6K 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 14.6K followers, XXX engagements

"As earnings season continues next week is packed with even more reports ๐Ÿ—“ Once again lets dive into the earnings expectations valuations & business segments for XX high-quality stocks Food for thought over the weekend๐Ÿงต"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-26 12:15:20 UTC 14.6K followers, 3591 engagements

"Strategic buyback culture from $INTU making its way over to $PYPL Notice $INTU ramped up buybacks when shares were cheaper Since Alex Chriss took the helm at $PYPL you can see the cultural influence ๐Ÿ‘Œ๐Ÿฝ Before Alex arrived look at $PYPL repurchases in 2021 ๐Ÿซฃ๐Ÿ‘Ž๐Ÿฝ"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-24 20:37:10 UTC 14.6K followers, 5252 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 14.6K followers, 3281 engagements

"MSCI $MSCI Q2 2025 Report ๐Ÿ—“ โœ… REV: $772.68M (+9.1% YoY) โœ… EPS: $XXXX (+14.5% YoY) ___ Equifax $EFX Q2 2025 Report ๐Ÿ—“ โœ… REV: $1.54B (+7.7% YoY) โœ… EPS: $XXXX (+9.9% YoY)"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-22 15:09:43 UTC 14.6K followers, 6868 engagements

"@PureLongTrades Yes I own $MSCI in my portfolio"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-23 13:16:32 UTC 14.6K followers, 1094 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 14.6K followers, 1252 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 14.6K followers, 1379 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 14.6K followers, 1568 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 14.6K followers, 12.9K 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 14.6K followers, 2014 engagements

"1. Approaching extreme greed X. Biggest 3-month rise in FMS risk appetite X. Several meme stocks being squeezed X. A brand new speculative company being touted as the next big thing & generational buying opportunity every other day A X% - XX% correction would be healthy"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-22 00:22:43 UTC 14.6K followers, 8918 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 14.6K followers, XXX 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 14.6K followers, 7352 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 14.6K followers, 6990 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 14.6K 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 14.6K 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 14.6K followers, 1964 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 14.6K followers, 1232 engagements

"A quality valuation analysis on $GOOG ๐Ÿง˜๐Ÿฝโ™‚ NTM P/E Ratio: 19.32x 10-Year Mean: 23.69x NTM FCF Yield: XXXX% 10-Year Mean: XXXX% As you can see $GOOG appears to be trading below fair value Going forward investors can receive XX% MORE in earnings per share & X% LESS in FCF per share ๐Ÿง *** Before we get into valuation lets take a look at why $GOOG is a great business BALANCE SHEETโœ… Cash & Short-Term Inv: $95.33B Long-Term Debt: $10.89B $GOOG has a strong balance sheet an AA+ S&P Credit Rating & 467x FFO Interest Coverage RETURN ON CAPITALโœ… 2020: XXXX% 2021: XXXX% 2022: XXXX% 2023: XXXX% 2024:"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-11 16:48:31 UTC 14.6K followers, 18.3K 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 14.6K followers, 1347 engagements

"13. Amazon $AMZN (Thu PM) ๐Ÿ—“ REV Est: $162.12B (+9.5%) ๐Ÿ—“ EPS Est: $XXXX (+5.6%) ๐Ÿ’ต NTM P/E: 36x 50x avg ๐Ÿ’ต NTM FCF Yield: XXX% XXX% avg AWS and ADS now represent XX% of $AMZN total sales"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-26 12:15:40 UTC 14.6K followers, XXX engagements

"14. Apple $AAPL (Thu PM) ๐Ÿ—“ REV Est: $88.94B (+3.7%) ๐Ÿ—“ EPS Est: $XXXX (+1.4%) ๐Ÿ’ต NTM P/E: 29x 28x avg ๐Ÿ’ต NTM FCF Yield: XXX% XXX% avg Perhaps the most important $AAPL chart & why its multiple expanded in the last decade services = predictability / higher quality earnings"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-26 12:15:42 UTC 14.6K 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 14.6K 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 14.6K followers, 2093 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 14.6K 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 14.6K followers, 81.3K 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 14.6K followers, 6378 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 14.6K followers, 22.6K 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 14.6K followers, 4463 engagements

"Quarterly cloud revenue for $GOOGL $GOOG & $AMZN since December 2019 โ˜ $GOOGL Q/Q Growth in 21/21 quarters $AMZN Q/Q Growth in 20/21 quarters"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-26 20:33:45 UTC 14.6K followers, 1869 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 14.6K followers, 14.4K 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 14.6K followers, 5847 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 14.6K followers, 1649 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 14.6K followers, 2220 engagements