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@DimitryNakhla Avatar @DimitryNakhla Dimitry Nakhla | Babylon Capital®

Dimitry Nakhla | Babylon Capital® 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 ☁ 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 🗓 ✅ REV: $10.02B* (+23% YoY) ✅ 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 🎯 & $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 👌🏽"
@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 💵 💳 Visa $V XX% XX% 📸 Meta $META XX% XX% 📱 Apple $AAPL XX% XX% ☀ ASML $ASML XX% XX% 🚘 Copart $CPRT XX% XX% 🏢 NVR Inc $NVR XX% XX% 🖱 Google $GOOG XX% XX% 🌐 MSCI Inc $MSCI XX% XX% 💸 Mastercard $MA XX% XX% 🏦 Fair Isaac $FICO XX% XX% 💾 Microsoft $MSFT XX% XX% 💽 Taiwan Semi $TSM XX% XX% 🧬 Novo Nordisk $NVO XX% XX% 💰Automatic Data $ADP XX% XX% 🖨 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 💽 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 👌🏽)"
@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 💵 10-Year Return: +402% 10-Year CAGR: +17% $10K ➡ $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) 🗓 REV Est: $1.83B (+0.5%) 🗓 EPS Est: $XXXX (+1.5%) 💵 NTM P/E: 33x 35x avg 💵 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) 🗓 REV Est: $9.86B (+12.3%) 🗓 EPS Est: $XXXX (+13.5%) 💵 NTM P/E: 29x 29x avg 💵 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 👑 XX Quality Stocks That Reduced Share Count XX% last XX Years 💵 🧐Moodys $MCO 2014 shares: 214.70M 2024 shares: 182.70M % reduction: XX% EPS boost: XX% 🧬 Novo Nordisk $NVO 2014 shares: 5.26B 2024 shares: 4.46B % reduction: XX% EPS boost: XX% 💳Visa $V 2014 shares: 2.52B 2024 shares: 2.02B % reduction: XX% EPS boost: XX% 🖨 Lam Research $LRCX 2014 shares: 1.65B 2024 shares: 1.31B % reduction: XX% EPS boost: XX% 💸Mastercard $MA 2014 shares: 1.17B 2024 shares: 0.93B % reduction: XX% EPS boost: XX% 🏢NVR 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) 🗓 REV Est: $767.15M (+8.3%) 🗓 EPS Est: $XXXX (+13.1%) 💵 NTM P/E: 33x 36x avg 💵 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 🗓 REV: $93.96B (+10.8% YoY) EPS: $XXXX (+14.3% YoY) Q2 2024 Segments & KPIs 👇🏽 (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) 🗓 REV Est: $2.53B (+9.0%) 🗓 EPS Est: $XXXX (+16.4%) 💵 NTM P/E: 26x 22x avg 💵 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) 🗓 REV Est: $5.00B (+29.1%) 🗓 EPS Est: $XXXX (+47.4%) 💵 NTM P/E: 23x 20x avg 💵 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 🗣"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-25 22:40:05 UTC 14.6K followers, 2294 engagements

"2. PayPal $PYPL (Tue AM) 🗓 REV Est: $8.09B (+2.5%) 🗓 EPS Est: $XXXX (+9.2%) 💵 NTM P/E: 15x 25x avg 💵 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 💸 🏢 NVR Inc $NVR 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ 🚛 Old Dominion Freight $ODFL 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ 💼 Brown & Brown $BRO 10-Year Rev CAGR: XXXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ 🚜 Tractor Supply $TSCO 10-Year Rev CAGR: XXXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ ⚗ Graco $GGG 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ 🧐 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) 🗓 REV Est: $3.68B (+3.7%) 🗓 EPS Est: $XXXX (+4.7%) 💵 NTM P/E: 30x 30x avg 💵 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) 🗓 REV Est: $1.26B (+18.8%) 🗓 EPS Est: $XXXX (+10.9%) 💵 NTM P/E: 47x 43x avg 💵 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 💵 🤖 $NVDA XX% 35x 🗂 $INTU XX% 33x 🖱 $GOOG XX% 26x 💳 $MA XX% 36x 🏦 $FICO XX% 55x ☁ $MSFT XX% 49x 💸 $EFX XX% 34x ☀ $ASML XX% 33x 👾 $SNPS XX% 40x 📦 $AMZN XX% 52x"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-08 14:05:14 UTC 14.6K followers, 7947 engagements

"10. Novo Nordisk $NVO 🧬 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) 🗓 REV Est: $3.08B (+19.8%) 🗓 EPS Est: $XXXX (+29.3%) 💵 NTM P/E: 27x 21x avg 💵 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 👌🏽"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-13 18:50:39 UTC 14.6K followers, XXX engagements

"$ASML with a double beat ✅ Revenue: 7.69B (+23% YoY) ✅ 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 🚘"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-05-25 16:27:37 UTC 14.6K followers, 16.2K engagements

"5. Fair Isaac $FICO 🏦 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) 🗓 REV Est: $7.99B (+14.8%) 🗓 EPS Est: $XXXX (+12.3%) 💵 NTM P/E: 34x 34x avg 💵 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 💰 Equifax $EFX X% 🎨 Sherwin Williams $SHW X% 🛒 Costco $COST X% 🐶 Idexx Labs $IDXX X% 📈 FactSet Research $FDS X% 🔩 Fastenal $FAST XX% 👾 Synopsys $SNPS XX% 💼 Brown & Brown $BRO XX% 🚜 Tractor Supply $TSCO XX% 💾 Cadence Design $CDNS XX% 🥤 Monster Becerage $MNST XX% 🏦 Intercontinental Exchange $ICE XX% 🎥 Netflix $NFLX XX% 📦 Amazon $AMZN XX% 🤝 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 🧘🏽♂ 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 share🧠*** Before we get into valuation lets take a look at why $ASML is an excellent business (Financials in USD) BALANCE SHEET✅ Cash & Short Term Inv: $9.85B Long-Term Debt: $3.98B $ASML has a strong balance sheet & 70x FFO Interest Coverage RETURN ON CAPITAL✅ 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

": ✅ X. Dominos Pizza $DPZ 🍕 _______ : ✅ X. Texas Instruments $TXN 🧮 _______ : ✅ X. NVR Inc $NVR 🏠 _______ : ✅ X. VeriSign $VRSN _______ : ✅ X. Home Depot $HD 🔨 _______ : ✅ X. Zoetis $ZTS 🐩 X. Graco Inc $GGG 📏 X. Mastercard $MA 💳 X. Philip Morris $PM 🚬 XX. Lam Research $LRCX 🖥 XX. Veeva Systems $VEEV 👨🏽💻 XX. Colgate-Palmolive $CL 🧴 XX. Waters Corporation $WAT 🚾 _______ : ✅ XX. Hershey $HSY 🍫 XX. Amgen $AMGN 🧬 XX. MSCI Inc $MSCI 🏪 XX. KLA Corp $KLAC 💻 XX. Microsoft $MSFT XX. Alphabet $GOOG 👨🏽💻 XX. Yum Brands $YUM 🌮 XX. Factset Research $FDS 📈 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) 🗓 REV Est: $1.93B (+11.7%) 🗓 EPS Est: $XXXX (+33.8%) 💵 NTM P/E: 25x 27x avg 💵 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 🧘🏽♂ 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 🧠*** Before we get into valuation lets take a look at why $PYPL is a good business BALANCE SHEET✅ 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 CAPITAL✅ 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 💸 $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 ♾ $ABNB $11.5B $X ♾"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-09 13:15:49 UTC 14.6K followers, 6694 engagements

"8. Nasdaq Inc $NDAQ 🏪 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) 🗓 REV Est: $44.81B (+14.7%) 🗓 EPS Est: $XXXX (+13.7%) 💵 NTM P/E: 28x 25x avg 💵 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 Revenue☁ 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 🗓 ✅ REV: $96.43B (+13.8% YoY) ✅ EPS: $XXXX (+22.2% YoY) ☁ GOOGLE CLOUD +32% YoY"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-23 20:13:23 UTC 14.6K followers, 11K engagements

"5. Intuit $INTU 📊 Revenue CAGR: +12% Margin Expansion: XX% ➡ 18%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-20 15:00:10 UTC 14.6K followers, XXX engagements

"6. Salesforce $CRM 📊 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 💵 X. MercadoLibre $MELI NTM P/E 43x 🤝 X. MSCI Inc $MSCI NTM P/E 32x 🌐 X. Mastercard $MA NTM P/E 32x 💳 X. Amazon $AMZN NTM P/E 29x 📦 X. S&P Global $SPGI NTM P/E 27x 📈 X. Synopsys $SNPS NTM P/E 27x 👾 X. ASML Holding $ASML NTM P/E 25x ☀ X. Google $GOOG NTM P/E 18x ☁ X. Lam Research $LRCX NTM P/E 18x 🖨 XX. Novo Nordisk $NVO NTM P/E 17x 🧬"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-04-15 15:25:46 UTC 14.6K followers, 40.4K engagements

"3. Equifax $EFX (Tue AM) 🗓 REV Est: $1.51B (+5.6%) 🗓 EPS Est: $XXXX (+5.5%) 💵 NTM P/E: 33x 29x avg 💵 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 ☀ 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 💳 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 🌐 Over XX% of revenues are recurring💰 ___ 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 XI🏟 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 year😉"
@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 🗓 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 💵 🖥 CDW Corp $CDW 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🗳 Broadridge Financial $BR 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🏦 Fair Isaac Corp $FICO 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🚾 Agilent Technologies $A 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🏢 NVR Inc $NVR 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🚿 A O Smith $AOS 5-Year EPS CAGR: XXX% LTM ROIC: XXXX% 📈 FactSet Research $FDS 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🪫 Amphenol $APH 5-Year EPS CAGR: XXX% LTM ROIC: XXXX% 🏥 Medpace $MEDP 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🏊🏼♂ Pool Corp"
@DimitryNakhla Avatar @DimitryNakhla on X 2024-05-07 15:13:37 UTC 14.6K followers, 12K engagements

"8. Tesla $TSLA (Wed PM) 🗓 REV Est: $22.61B (-11.3%) 🗓 EPS Est: $XXXX (-28.8%) 💵 NTM P/E: 165x 95x avg 💵 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 🌐 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% ☁ X. Copart $CPRT +19% 🚘 X. MSCI Inc $MSCI +19% 🌐 X. Intuit $INTU +20% 🗂 X. Cadence Design $CDNS +22% 💾 X. Synopsys $SNPS +24% 👾 X. Veeva Systems $VEEV +25% 🖥 X. Fair Isaac $FICO +26% 🏦"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-01 15:05:40 UTC 14.6K followers, 10.4K engagements

"Quality Compounders & S&P Credit Ratings💵 AAA Microsoft $MSFT ☁ AA+ Apple $AAPL 📱 Google $GOOG 🖱 AA Costco $COST 🛒 Amazon $AMZN 📦 Novo Nordisk $NVO 🧬 AA- Visa $V 💸 Meta $META 📸 Nvidia $NVDA 🤖 Taiwan Semi $TSM 💽 Automatic Data $ADP 💰 A+ Mastercard $MA 💳 Salesforce $CRM 📊 A Applied Materials $AMAT 💿 A- Intuit $INTU 🗂 Lam Research $LRCX 🖨 Booking Holdings $BKNG ✈ Intercontinental Exchange $ICE 🏦"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-06-09 19:04:24 UTC 14.6K followers, 15.9K engagements

"4. Mastercard $MA 💸 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 📈 X. Fair Isaac $FICO 💰 (+8.08% CAGR) X. Equifax $EFX 💸 (+8.83)% CAGR X. IDEXX Labs $IDXX 🐶 (+10.12% CAGR) X. S&P Global $SPGI 💵 (+10.89% CAGR) X. MSCI Inc $MSCI 🌐 (+11.10% CAGR) X. Cadence Design $CDNS 💾 (+11.37% CAGR) X. Synopsys $SNPS 👾 (+11.53% CAGR) X Intercontinental Exchange $ICE 🏦 (+11.61% CAGR) X. Amazon $AMZN 📦 (+21.77% CAGR) XX. Medpace $MEDP 🏥 (+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 🌐 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 💵"
@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 ROIC🧵 #stocks #investing"
@DimitryNakhla Avatar @DimitryNakhla on X 2024-05-21 14:55:06 UTC 14.6K followers, 68.2K engagements

"1. Google $GOOG $GOOGL ☁ 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 👌🏽 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 💵 🐩Zoetis $ZTS 📸Meta $META 🖌Adobe $ADBE 🏢NVR Inc $NVR 🚘Copart $CPRT 🫦Inmode $INMD 💰Paycom $PAYC 🔩Fastenal $FAST 💸Paychex $PAYX 🪲Rollins Inc $ROL 🚿A O Smith $AOS 💳Mastercard $MA 💼Accenture $ACN 📲Lam Research $LRCX 🧮Texas Instruments $TXN 🧰The Toro Company $TTC 🥤Monster Beverage $MNST 🐮IDEXX Laboratories $IDXX 🚛Old Dominion Freight $ODFL 👨🏽💻Automatic 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 🗓 ✅ Rev: $4.76B vs $4.58B (est) +8% YoY ✅ 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 📉 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 $326💵 & a great buy at $290💵 Following its stellar Q2 2025 earnings beat $MEDP shares surged +41% and +58% respectively since my analysis ✅ The valuation analysis attached below👇🏽"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-21 21:40:03 UTC 14.6K followers, 8500 engagements

"10. Nasdaq $NDAQ (Thu AM) 🗓 REV Est: $1.27B (+9.5%) 🗓 EPS Est: $XXXX (+15.9%) 💵 NTM P/E: 27x 23x avg 💵 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 ✈ 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 💵 📈 Nvidia $NVDA 🏢 NVR Inc $NVR 🚗 Copart $CPRT 🤖 Fortinet $FTNT 🔩 Fastenal $FAST 💵 Paychex $PAYX 📐 Graco Inc $GGG 🚿 A O Smith $AOS ☁ Microsoft $MSFT 🖱 Alphabet $GOOG 📲 Taiwan Semi $TSM 🖨 Lam Research $LRCX 💽 ASML Holding $ASML 🎥 Meta Platforms $META 💾 Applied Materials $AMAT ✈ Booking Holdings $BKNG 🏥 Medpace Holdings $MEDP 🫀 Edwards Lifesciences $EW 🚛 Old Dominion Freight $ODFL 🧬 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 💸 Mistake # X & Best # X are my favorites You will benefit from reading this these are things I wish I knew early on 💯 Here are X of my biggest MISTAKES 👎🏽: 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 🏦 10-Year Return: +2031% 10-Year CAGR: +36% $10K ➡ $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 🌐 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) 🗓 REV Est: $5.05B (+5.8%) 🗓 EPS Est: $XXXX (+6.2%) 💵 NTM P/E: 29x 28x avg 💵 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) 🗓 REV Est: $1.93B (+12.2%) 🗓 EPS Est: $XXXX (+7.8%) 💵 NTM P/E: 27x 29x avg 💵 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 💸 💳 Visa $V 🍎 Apple $AAPL 🏢 NVR Inc $NVR 🚗 Copart $CPRT 🤖 Fortinet $FTNT 🔩 Fastenal $FAST 💵 Paychex $PAYX 📐 Graco Inc $GGG 📈 MSCI Inc $MSCI 🚿 A O Smith $AOS 💵 Mastercard $MA ☁ Microsoft $MSFT 📲 Taiwan Semi $TSM ⚙ W W Grainger $GWW 💰Automatic Data $ADP 🖨 Lam Research $LRCX 🎥 Meta Platforms $META 🐶 Idexx Laboratories $IDXX 🫀 Edwards Lifesciences $EW 🚛 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 💵 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 🗓 ✅ REV: $1.89B (+4.3% YoY) ✅ 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 💵 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 🐶 Revenue CAGR: +9% Margin Expansion: XX% ➡ 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 🏦 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 🗣"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-26 16:27:39 UTC 14.6K followers, 1421 engagements

"9. Apple $AAPL 📱 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) 💸 💳 Visa $V (30%) 🚘 Copart $CPRT (24%) 🏢 NVR Inc $NVR (39%) 🏦 Fair Isaac $FICO (44%) 💵 Mastercard $MA (52%) 📠 KLA Corp $KLAC (35%) ☁ Microsoft $MSFT (30%) 🤖 Taiwan Semi $TSM (25%) 🧬 Novo Nordisk $NVO (67%) 🖨 Lam Research $LRCX (36%) 🧾 Automatic Data $ADP (50%) ☀ ASML Holding $ASML (40%) 📸 Meta Platforms $META (27%) 💿 Applied Materials $AMAT (35%) 🚛 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) 🗓 REV Est: $516.75M (+15.4%) 🗓 EPS Est: $XXXX (+15.0%) 💵 NTM P/E: 47x 43x avg 💵 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 💳 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 Expansion💵 These resilient businesses embody the essence of long-term investing offering peace of mind by demonstrating their ability to thrive through economic cycles🧘🏽♂"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-20 15:00:02 UTC 14.6K followers, 5364 engagements

"7. Fair Isaac $FICO 🏦 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) 🗓 REV Est: $1.57B (+8.3%) 🗓 EPS Est: $XXXX (+7.5%) 💵 NTM P/E: 70x 47x avg 💵 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 🏝 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 💼 Revenue CAGR: +11% Margin Expansion: XX% ➡ 21%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-20 15:00:08 UTC 14.6K followers, 1058 engagements

"6. Microsoft $MSFT (Wed PM) 🗓 REV Est: $73.77B (+13.9%) 🗓 EPS Est: $XXXX (+14.2%) 💵 NTM P/E: 35x 30x avg 💵 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 👌🏽"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-16 16:06:19 UTC 14.6K followers, XXX engagements

"1. Costco $COST 🛒 Revenue CAGR: +9% Margin Expansion: X% ➡ 3%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-20 15:00:04 UTC 14.6K followers, XXX engagements

"4. Danaher $DHR (Tue AM) 🗓 REV Est: $5.84B (+1.7%) 🗓 EPS Est: $XXXX (-4.6%) 💵 NTM P/E: 25x 26x avg 💵 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 💵 X $LVMH $MC Louis Vuitton Mot 👜 % Down From Highs: -XX% LTM ROIC: XXXX% NTM P/E: 21.67x X $CP Canadian Pacific 🛤 % Down From Highs: -XX% LTM ROIC: XXX% NTM P/E: 23.53x X $CRM Salesforce 📊 % Down From Highs: -XX% LTM ROIC: XXX% NTM P/E: 23.09x X $ODFL Old Dominion Freight 🚛 % Down From Highs: -XX% LTM ROIC: XXXX% NTM P/E: 28.05x X $MSCI MSCI Inc 📈 % Down From Highs: -XX% LTM ROIC: XXXX% NTM P/E: 32.02x X $UNH UnitedHealth 🩻 % Down From Highs: -XX% LTM ROIC: XXXX% NTM P/E: 17.72x X $NKE Nike 🎽 % 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 🗓 Once again lets dive into the earnings expectations valuations & business segments for XX high-quality stocks Food for thought over the weekend🧵"
@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 👌🏽 Before Alex arrived look at $PYPL repurchases in 2021 🫣👎🏽"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-24 20:37:10 UTC 14.6K followers, 5252 engagements

"9. ServiceNow $NOW (Wed PM) 🗓 REV Est: $3.12B (+18.6%) 🗓 EPS Est: $XXXX (-9.9%) 💵 NTM P/E: 55x 55x avg 💵 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 🗓 ✅ REV: $772.68M (+9.1% YoY) ✅ EPS: $XXXX (+14.5% YoY) ___ Equifax $EFX Q2 2025 Report 🗓 ✅ REV: $1.54B (+7.7% YoY) ✅ 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 💵 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 💼 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 🏦 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 Report🎯 Rev: $745M vs $744M est✅ +10% YoY EPS: $XXXX vs $XXXX est ✅ +14% YoY ___ One of the stickiest businesses in the 🌎"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-04-22 20:00:51 UTC 14.6K followers, 12.9K engagements

"10. Salesforce $CRM 🤖 Revenue CAGR: +26% Margin Expansion: X% ➡ 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 🌠 Revenue CAGR: +23% Margin Expansion: X% ➡ 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 years🧵"
@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 🧵"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-17 12:31:43 UTC 14.6K followers, 6990 engagements

"5. Tractor Supply $TSCO 🚜 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 👾 Revenue CAGR: +11% Margin Expansion: XX% ➡ 23%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-20 15:00:07 UTC 14.6K followers, XXX engagements

"9. Amazon $AMZN 📦 Revenue CAGR: +24% Margin Expansion: X% ➡ 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 👌🏽"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-18 14:04:02 UTC 14.6K followers, 1232 engagements

"A quality valuation analysis on $GOOG 🧘🏽♂ 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 🧠*** Before we get into valuation lets take a look at why $GOOG is a great business BALANCE SHEET✅ 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 CAPITAL✅ 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 🚘 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) 🗓 REV Est: $162.12B (+9.5%) 🗓 EPS Est: $XXXX (+5.6%) 💵 NTM P/E: 36x 50x avg 💵 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) 🗓 REV Est: $88.94B (+3.7%) 🗓 EPS Est: $XXXX (+1.4%) 💵 NTM P/E: 29x 28x avg 💵 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 🏢 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 📊 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 💸 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 🧘🏽♂ 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 🧠*** Before we get into valuation lets take a look at why $MELI is a great business BALANCE SHEET✅ 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 CAPITAL➡✅ 2020: XXX% 2021: XXX% 2022: XXXX% 2023: XXXX% 2024: XXXX% LTM: XXXX% RETURN ON EQUITY➡✅ 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 $471💵 & a good buy with a margin of safety at $425💵"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-16 19:54:37 UTC 14.6K followers, 22.6K engagements

"MercadoLibre $MELI in X Charts 📊 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 ☁ $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 🗓 Lets dive into the earnings expectations valuations & business segments for XX standout quality stocks Food for thought over the weekend🧵"
@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 $457💵 Since then $SNPS has surged +28%✅ 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 below👇🏽"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-18 01:30:05 UTC 14.6K followers, 5847 engagements

"8. Copart $CPRT 🚘 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 💰 YTD: +4% NTM P/E: 29x"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-05-29 20:17:33 UTC 14.6K followers, 2220 engagements