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@Mindset4Money_X Avatar @Mindset4Money_X Mindset for Money, CPA

Several companies are making significant strides in their respective industries, including $dave, a fintech company offering short-term loans with no interest or origination fees, and $uber, which has invested in Lucid Motors and is expanding its advertising capabilities. Additionally, companies like $zeta, $gamb, and $oscr are showing impressive growth and innovation in their fields, with $zeta's net revenue retention rate and $oscr's tech platform handling tasks efficiently. These companies, along with others like $goog, $nvo, and $amd, are worth noting for their potential and current performance.

Engagements: XXXXXX #

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Social category influence finance #4475 stocks XXXX% cryptocurrencies #2392 technology brands XXXX% automotive brands XXXX% currencies XXXX% luxury brands XXXX% countries XXXX% fashion brands XXXX%

Social topic influence $csuto #11, $zeta #4, $root #6, $bn #15, $dave #461, $amzn #42, $nvo #140, $goog #8, cash flow #69, $csu #18

Top accounts mentioned or mentioned by @tacticzh @meeijer @sojustfollowme @qualityinvest5 @dividendngrowth @wealthmatica @dividendgweb3 @lazaroinvestor @longoption @danielisdizzy @thebrilliantbu1 @grok @ashton1nvests @bagholderiq @feroceresearch @hatedmoats @theeuinvestor @himshouse @davidnp24766 @david_np24766

Top assets mentioned ZetaChain (ZETA) The Root Network (ROOT) Brookfield Corporation (BN) Dave Inc. Class A Common Stock (DAVE) Amazon.com, Inc. (AMZN) Novo-Nordisk (NVO) Alphabet Inc Class A (GOOGL) DLocal Limited Class A Common Shares (DLO) Advanced Micro Devices (AMD) Uber Technologies, Inc. (UBER) 4 (FOUR) Hims & Hers Health, Inc. (HIMS) Metadium (META) Microsoft Corp. (MSFT) Apple, Inc. (AAPL) NVIDIA Corp. (NVDA) Duolingo, Inc. Class A Common Stock (DUOL) Spotify Technology (SPOT) Tesla, Inc. (TSLA) Oracle Corporation (ORCL) Micron Technology, Inc. (MU) aelf (ELF) Adobe, Inc. (ADBE) RAI Finance (SOFI) MercadoLibre Inc (MELI) IonQ, Inc. (IONQ) Shopify Inc (SHOP) Strategy (MSTR) Axon Enterprise, Inc. (AXON) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Palantir (PLTR) Cream (CRM) Ferrari N.V. (RACE) Upstart Holdings, Inc. Common stock (UPST) Bitcoin (BTC) On Holding AG (ONON) TenX (PAY) Lululemon Athletica Inc (LULU)

Top Social Posts #

Top posts by engagements in the last XX hours

"Valuation and ROI $ZETA currently trades at 4x sales a lower multiple than many of its peers. The avg analyst price target since the start of September is $XXXXX representing about XX% upside from current levels. Management is projecting $340M in free cash flow by 2028. At a 35-40x multiple (similar to todays 35x) Zeta would be worth $XX to $13.6B or roughly a 3x from todays valuation. Undervalued and promising"
X Link @Mindset4Money_X 2025-10-10T14:06Z 22K followers, 3147 engagements

"$ZETA might be the most overlooked software business in the market. Revenue is reaccelerating as ARPU has doubled to $2M since the IPO with a net revenue retention of 114%. Management expects cash flows to 3x by 2028. Heres my Zeta Global deep dive 🧵"
X Link @Mindset4Money_X 2025-10-10T14:05Z 22K followers, 33.9K engagements

"Invest in companies that: - Have a clear competitive advantage - Are led by competent transparent management - Are financially sound Keep stacking. Stay patient. It works out in the long run"
X Link @Mindset4Money_X 2025-10-11T14:14Z 22K followers, 8017 engagements

"Valuation of $CSU.TO The valuation for constellation is simple and straightforward its cheap. And this multiple is clearly a rarity. Over the past X yrs the company has traded around 30x FCF. Today it sits near the low end at 24x giving nearly XX% margin of safety on one of the safest compounders ever. Consensus estimates for 2027 FCF are $3.5B USD. If Constellation rerates to 30x while hitting these numbers the company would be worth $105B USD. Today it trades at $57B USD -implying nearly 2x upside between today and the end of 2027"
X Link @Mindset4Money_X 2025-09-30T19:02Z 22K followers, 3064 engagements

"Since 2020 Amazon has grown its EPS the most out of the X big hyperscalers yet its market cap has increased the least: $META: XXX% $GOOG: XXX% $MSFT: XXX% $AMZN: XXX% Something to think about"
X Link @Mindset4Money_X 2025-10-15T01:02Z 22K followers, 4805 engagements

"Stocks Id BUY right now: $AMZN Amazon $GOOG Alphabet $NVO Novo Nordisk $ASML ASML Waiting for better valuation: $DUOL Duolingo $AXON Axon $SPOT Spotify $SHOP Shopify Stocks Id AVOID right now: $IONQ IonQ $AAPL Apple $TSLA Tesla $MSTR MicroStrategy What do you think"
X Link @Mindset4Money_X 2025-05-24T11:47Z 22K followers, 111.9K engagements

"8/ $PGY Pagaya is another lender but their focus is on lending to institutions (like SoFi Ally Financial etc.). They use their AI underwriting tool to help decide on loan approvals. This company is in very early stages (I'm interested). They plan on growing through their network of lending partners and increasing volume of applications processed"
X Link @Mindset4Money_X 2025-08-07T20:06Z 22K followers, 28K engagements

"$ROOT is the cheapest its been all year. This is despite them delivering their strongest XX months of performance to date. Partnerships keep expanding why wouldn't this work from here"
X Link @Mindset4Money_X 2025-10-08T13:37Z 22K followers, 24.2K engagements

"Other Risks strengths: Risks: Potential Hurdle - M&A business is becoming more expensive with other copycat serial acquirers entering the space Business shift - Having to expand to adjacent industries in M&A to maintain continuous growth (Payment processing hardware) Strength: Insider buying - Strong insider buys from head executive team since the dip CC: @BourbonInsider"
X Link @Mindset4Money_X 2025-09-30T19:02Z 22K followers, 1361 engagements

"The more I look into $CSU.TO the more obvious this investment is: - Specialty software offerings ( Strong recurring nature) - Completely decentralized - Employees and shareholders aligned - Long standing history of +20% ROCE - growth w/o dilution The company was engineered to persevere through times like this (Marks resignation AI concerns). 19x FCF and 37x annualized FCFA2S $CSU $CSU.TO"
X Link @Mindset4Money_X 2025-09-28T21:04Z 22K followers, 19.2K engagements

"Why will $CSU.TO continue to succeed Constellation's continued success is driven by two key principles: a disciplined investment approach and a rich data set. First they operate with an unbending commitment to value investor principles. This means they enforce strict hurdle rates for acquisitions without exception. Their belief is that lowering the standard for just one deal weakens the entire group. This discipline ensures that every single acquisition adds value and protects their returns. Second with over a thousand subsidiaries Constellation has built an unparalleled data set. This scale"
X Link @Mindset4Money_X 2025-09-30T19:02Z 22K followers, 1788 engagements

"$BN is forward looking. First they announce a MASSIVE data center initiative. and now this They don't just invest into boring asset classes :)"
X Link @Mindset4Money_X 2025-09-17T13:26Z 22K followers, 4755 engagements

"Lets just take a moment to appreciate Mark fucking Leonard 112x in FCF over 20yrs Behemoth business $CSU $CSU.TO"
X Link @Mindset4Money_X 2025-09-27T12:50Z 22K followers, 21.3K engagements

"I only added to X holdings this week: $DLO $ROOT What did you buy"
X Link @Mindset4Money_X 2025-09-12T20:22Z 22K followers, 18.9K engagements

"You have $400B liquid which do you choose: $PLTR or $ASML"
X Link @Mindset4Money_X 2025-10-04T15:35Z 22K followers, 29.5K engagements

"Quick review of financial measures (1/2) Revenue growth is accelerating while margins are expanding showing the business is scaling. Share based comp has been high but its trending lower as free cash flow continues to grow showing operational efficiency. They also have about 3x more current assets than debt which means they are financially healthy"
X Link @Mindset4Money_X 2025-10-10T14:05Z 22K followers, 1091 engagements

"Its an expensive market So this list feels warranted at a time like this Here are XX quality companies trading at or near their LOWEST valuations EVER 1/ $CRM X Yr Rev CAGR: XXXX% X Yr EPS CAGR: 21.6%"
X Link @Mindset4Money_X 2025-09-18T18:31Z 22K followers, 104.8K engagements

"36x forward earnings driven mostly by multiple expansion. The selloff seems warranted. $RACE"
X Link @Mindset4Money_X 2025-10-09T18:03Z 22K followers, 9641 engagements

"Can we take a moment to appreciate the game of chess Sam Altman is playing In a single summer he reduced OpenAIs dependence on $MSFT by signing a multi-billion dollar deal with $ORCL giving OpenAI access to a second cloud partner and much more leverage on infrastructure costs. Then he locked in partnerships with both primary competitors $NVDA and $AMD not only securing GPU supply at fair prices but also ensuring both chipmakers have a vested interest in OpenAIs growth through direct collaboration and investment. He completely flipped the industry. OpenAI went from needing them to them needing"
X Link @Mindset4Money_X 2025-10-06T16:06Z 22K followers, 167.5K engagements

"Here are X companies that have grown their cashflows FASTER than their valuation. And some by quite a bit. 1/ $DUOL Duolingo"
X Link @Mindset4Money_X 2025-10-05T19:20Z 22K followers, 103.5K engagements

"7/ $NVDA Nvidia Corp"
X Link @Mindset4Money_X 2025-10-05T19:20Z 22K followers, 13.6K engagements

"Chagee Holdings ( $CHA) has the potential to be the next franchise powerhouse and its valued like its going out of business. Here is a high level summary: MFM Key Metrics: LTM revenue growth 12%: ✅ XX% YoY LTM EPS growth 15%: ✅52% ROIC 15%: ✅158% LTD X Yr FCF:✅ Yes Share dilution 5%: ✅-5% Company Specific Metrics: - 6681 teahouses as of Q1 2025 XX% franchised - Very low closure rate of only XXX% in 2024 - Over 192M total members (45M active) with +15M QoQ crazy growth - Over XX% of GMV comes from core tea latte products - Same store sales down XX% but offset by 2600 new stores added in the"
X Link @Mindset4Money_X 2025-08-17T20:25Z 22K followers, 12.1K engagements

"Mark Leonard's resignation It's clear that Mark has been a hugely influential figure for the business as its founder and president. He structured $CSU.TO to operate with moral responsibility toward its shareholders. Mark scaled the business by incentivizing employees with cash bonuses that must be used to buy shares and he gave his business units complete autonomy ensuring no single authority could overrule decisions. He also put strict guidelines on the acquisition process to keep things on track. Mark's accomplishments stand out because he built an organization that can run on its own and"
X Link @Mindset4Money_X 2025-09-30T19:02Z 22K followers, 1593 engagements

"The AI worry $CSU.TO owns more than just basic software. Their businesses are highly specialized requiring expertise in a customer's specific industry. The software is deeply integrated customized and requires training. The markets for these products are small which makes them less attractive for disruption. Instead of seeing AI as a threat Constellation views it as an opportunity. Because they already have customer relationships and integrated software they can use AI to improve their platforms and offer upgrades. With over 1000 subsidiaries Constellation is rich in the data needed for AI"
X Link @Mindset4Money_X 2025-09-30T19:02Z 22K followers, 2436 engagements

"Yes $MU is cyclical but with all of these mega deals being handed out surely this multiple is still too low Keep in mind $MU is the only large scale American DRAM manufacturer"
X Link @Mindset4Money_X 2025-10-07T14:25Z 22K followers, 8107 engagements

"6/ $ELF ELF has been making an aggressive push into skincare which has become its largest growth engine. Their products are cheaper than competitors and they can bring new items to market faster. This strategy has a good chance of paying off"
X Link @Mindset4Money_X 2025-08-19T16:34Z 22K followers, 9234 engagements

"What does Zeta do $ZETA is a global marketing technology company that helps businesses find understand and engage customers using data and AI. If youre a marketing manager youll use their Zeta Marketing Platform suite to automate and optimize your marketing efforts. They essentially make your marketing campaigns significantly more effective"
X Link @Mindset4Money_X 2025-10-10T14:05Z 22K followers, 1922 engagements

"$DAVE stock has recently been selling off due to BTIG statement shared below. While $DAVE and $UPST share a similar demographic of customer the product that Dave offers is fundamentally different from personal installment loans. Upstarts loans are larger longer term and subject to interest. Dave's are literally the complete opposite. Their extra cash product is structured similar to a bank overdraft with fees. Therefore if you dont have the payroll to cover said fees your time is up. I'm not saying this doesn't impact Dave at all but the effect is far less material than it is for Upstart"
X Link @Mindset4Money_X 2025-09-30T15:40Z 22K followers, 5257 engagements

"A company thats compounded at XX% annually for XX years is in its largest drawdown ever without any fundamental change to the business. And you didnt buy"
X Link @Mindset4Money_X 2025-09-29T15:21Z 22K followers, 30.7K engagements

"If $AMD hits consensus EPS by 2027 and its P/E multiple drops from todays 90x to just 40x Youre still looking at an implied share price of $XXX or a 2x from today. Not bad"
X Link @Mindset4Money_X 2025-09-06T17:12Z 22K followers, 46.1K engagements

"Crazy that OpenAI has to partner with everyone and their mother just to try to catch up to Google"
X Link @Mindset4Money_X 2025-10-14T00:36Z 22K followers, 5140 engagements

"Would you rather own: All the Bitcoin in the world or The best business on the planet"
X Link @Mindset4Money_X 2025-10-09T19:03Z 22K followers, 8001 engagements

"19/ $TVK Terravest Industries P/S: 3.7x Revenue Growth: XX% Forward Revenue Growth (2 yr): XX% Operating Margin: XX% Youve probably never heard of them and thats how they like it. TVK rolls up unsexy cash-flow rich industrial businesses. Its all about return on capital not hype. Quiet compounder in the background"
X Link @Mindset4Money_X 2025-07-21T20:00Z 22K followers, 4584 engagements

"Cashflows have gone no where over X years. but hey it costs XX% more $AAPL"
X Link @Mindset4Money_X 2025-10-04T19:20Z 22K followers, 30.7K engagements

"Businesses still reasonably priced in this expensive market: $GOOG $DAVE $DLO $ZETA $ROOT $UBER $BN $NVO $ASML $FOUR $ADBE Still quite a few names"
X Link @Mindset4Money_X 2025-09-15T00:27Z 22K followers, 12.3K engagements

"16/ $ONON On Holding AG P/S: 6x Revenue Growth: XX% Forward Revenue Growth (2 yr): XX% Operating Margin: XX% On shoes feel like youre bouncing. That CloudTec design isnt just marketing it actually performs. Runners love it. The fashion crowd caught on. Now theyre growing global expanding into apparel and building a brand with real staying power"
X Link @Mindset4Money_X 2025-07-21T20:00Z 22K followers, 5263 engagements

"7/ $GAMB Ive talked about $GAMB a bit but its for good reason. They are essentially the hub to outsource gamblers to other sites. Gambling already has a huge potential TAM and Gambling Group has essentially the best IP for it. They are growing the business via M&A of other gambling businesses that have stickier streams (like fantasy) and state expansion"
X Link @Mindset4Money_X 2025-08-07T20:06Z 22K followers, 27.9K engagements

"How do I feel about the Trump and China news Peter Lynch said it best: focus on quality companies that's it. If you spend XX minutes a year on economics you just wasted XX minutes. Nobody can predict the economy"
X Link @Mindset4Money_X 2025-10-10T18:39Z 22K followers, 133.9K engagements

"The new release: Athena $ZETA recently announced their super intelligent agent Athena. Its another tool that turns data and insights into action. Marketing managers can work directly with the agent to allocate budgets more effectively ultimately improving ROI. This tool encourages customers to utilize Zeta additional use cases which outlined by management is highly lucrative. Video Credits: @BullTradeFinder"
X Link @Mindset4Money_X 2025-10-10T14:05Z 22K followers, 1326 engagements

"Pretty sweet chart. Despite the big run up this year $SOFI has still grown its customer base faster than its market cap since the end of 2021 ($11B)"
X Link @Mindset4Money_X 2025-10-13T20:20Z 22K followers, 7557 engagements

"6/ $FOUR Shift4 Payments"
X Link @Mindset4Money_X 2025-10-05T19:20Z 22K followers, 11.8K engagements

"A lesson Ive learned the hard way If the market looks unattractive it probably is. Dont chase the bull case of companies. Its not just about generating positive returns its also about protecting your capital. Be patient there will always be opportunities"
X Link @Mindset4Money_X 2025-10-14T14:00Z 22K followers, 20.6K engagements

"17/ $PAY Paymentus Holdings P/S: 3.8x Revenue Growth: XX% Forward Revenue Growth (2 yr): XX% Operating Margin: XXX% Ever paid a utility bill online You mightve used Paymentus and didnt even realize it. Theyre the infrastructure behind government healthcare telecom payments. High retention low visibility strong rails"
X Link @Mindset4Money_X 2025-07-21T20:00Z 22K followers, 4665 engagements

"Mag X companies will reach $5T market cap in this order: X. $NVDA X. $GOOG X. $MSFT X. $AMZN X. $AAPL X. $META X. $TSLA"
X Link @Mindset4Money_X 2025-10-02T17:50Z 22K followers, 10.9K engagements

"@Muzzlebuster Thanks David Agreed that chart speaks volumes Customers love the platform"
X Link @Mindset4Money_X 2025-10-10T16:29Z 22K followers, XXX engagements

"This wouldnt be ideal for $DAVE short term Great for overall equities tho"
X Link @Mindset4Money_X 2025-10-03T01:35Z 22K followers, 5726 engagements

"Several positive headlines for $NVO lately. Theres still a huge disconnect between their cash flow growth and how the market is valuing the company. Even in a worst case theyre set to grow over the next XX months yet the stock trades like its dying. I added here"
X Link @Mindset4Money_X 2025-09-30T15:11Z 22K followers, 15K engagements

"8/ $LULU lululemon Athletica"
X Link @Mindset4Money_X 2025-10-05T19:20Z 22K followers, 14.2K engagements

"Analyst price target updates for $ZETA since early September: DA Davidson: upgraded to $XX Canaccord: upgraded to $XX Needham: reiterated $XX Truist: upgraded to $XX Average target of $XXXXX which is XX% upside from here BULLISH"
X Link @Mindset4Money_X 2025-10-09T20:38Z 22K followers, 7612 engagements

"Whats going on here 👀 $DLO"
X Link @Mindset4Money_X 2025-10-09T19:52Z 22K followers, 15.5K engagements

"@ItsAmeKaaay Sam is building a whole legion of doom just to lose to tpu 😂"
X Link @Mindset4Money_X 2025-10-14T00:39Z 22K followers, XXX engagements

"Asset light models climbing the stairway to $$$ $DAVE $UBER $ROOT $HIMS"
X Link @Mindset4Money_X 2025-09-21T14:00Z 22K followers, 13.7K engagements

"Pillars of wealth creation in 2025:"
X Link @Mindset4Money_X 2025-10-14T00:51Z 22K followers, 6481 engagements

"Sorry no real tweets today. Too busy studying $CSU.TO 😂 When a company like this dips you need to fully evaluate the opportunity. Out of all the AI wont kill software theses out there Constellation appears to be the strongest"
X Link @Mindset4Money_X 2025-09-30T00:47Z 22K followers, 12.9K engagements

"Beaten down companies with objectively great fundamentals: $ROOT $FOUR $NVO $CSU.TO $ADBE Does this portfolio outperform the market next 5yrs (pretend allocation %'s are equal)"
X Link @Mindset4Money_X 2025-09-28T21:59Z 22K followers, 15.5K engagements

"Right now Ive allocated X% of my portfolio to $CSU.TO and X% to $TOI Topicus Constellations European spin off. I may cover them in a separate thread. This is an ongoing learning experience. Constellation is a deeply entrenched business and I have a ton of reading material to catch up on but given what I learned it feels safe to add here. I plan to scale this position with time if the market allows. Do you think $CSU is a buy Please like and follow if you enjoyed :)"
X Link @Mindset4Money_X 2025-09-30T19:02Z 22K followers, 2994 engagements

"Unit economic porn And the stock is cheap $DAVE"
X Link @Mindset4Money_X 2025-10-03T16:34Z 22K followers, 4247 engagements

"Based on future operating cash flows Amazon is the cheapest business of the Mag X. Do you think it deserves to be $AMZN"
X Link @Mindset4Money_X 2025-10-09T18:45Z 22K followers, 15.7K engagements

"Before I dive into a stock I run it through my High Quality screener: ✔ 5Y Rev CAGR XX% ✔ 5Y EBITDA CAGR XX% ✔ P/OCF 30x ✔ Debt can be paid in X yrs ✔ ROIC XX% ✔ Shares outstanding 5Y change X% Now that you know the screener here are XX names that pass:👇"
X Link @Mindset4Money_X 2025-05-17T13:44Z 22K followers, 56.3K engagements

"$BN hits $XX per share for the first time ever Big W for those that bought it in the first half of this year I wonder who was suggesting it 🤔"
X Link @Mindset4Money_X 2025-09-17T14:10Z 22K followers, 4936 engagements

"What does Constellation Software do $CSU.TO acquires and holds over 1000 small - mid sized vertical market software (VMS) businesses. These softwares are highly specialized mission critical solutions designed for specific industries. Because of their specialization these products have strong pricing power and are extremely sticky. Their strategy is to buy niche VMS providers at disciplined valuations then leverage their expertise and data to improve cash flow and operational efficiency. The business & its purpose are explained succinctly but well by Mark Leonard below:"
X Link @Mindset4Money_X 2025-09-30T19:02Z 22K followers, 2138 engagements

"Constellation Software is now X% of the portfolio. Will halt the buying for now. Lets see how the future shapes out here. As Mark Miller said yesterday Its business as usual. $CSU $CSU.TO"
X Link @Mindset4Money_X 2025-10-02T12:23Z 22K followers, 8286 engagements

"What is Zetas Moat Their advantage is data. AI is only as powerful as the data that fuels it. $ZETA has data on over 245M US adults and processes trillions of signals from this population. They have a deep understanding of consumer intent that competitors will struggle to match. This makes their AI smarter and more defensible which is what gives them their moat"
X Link @Mindset4Money_X 2025-10-10T14:05Z 22K followers, 1758 engagements

"Cheap stocks: $ROOT $CSU.TO $NVO $DAVE $GAMB Good price for great fundamentals: $AMZN $GOOG $BN $DLO $ZETA $UBER Yes this is basically my portfolio 😂"
X Link @Mindset4Money_X 2025-10-07T20:12Z 22K followers, 20.4K engagements

"ITS UPTOBER So lets not waste time Here are XX businesses worth researching at GREAT valuations: 1/ $AMZN 5YR EPS CAGR: XXXX% X YR Rev CAGR: XXXX% 2Yr FWD EPS CAGR: 17.3%"
X Link @Mindset4Money_X 2025-10-01T14:52Z 22K followers, 57.3K engagements

"Charlie Munger had regarded Alibaba as one of the worst investing mistakes he ever made. The stock has finally climbed back above his estimated cost basis of $180/share. $BABA"
X Link @Mindset4Money_X 2025-10-02T13:47Z 22K followers, 17.3K engagements

"@wilson_eth The only logical move"
X Link @Mindset4Money_X 2025-10-11T17:48Z 22K followers, 5584 engagements

"$META made $XX in cash flow from your doomscrolling last year. Dont worry they earned the same from XXX billion others too"
X Link @Mindset4Money_X 2025-10-13T19:50Z 22K followers, 8015 engagements

"The market values this earnings growth at 19x btw. Brookfield management expect distributable earnings to reach $11B by 2030. Brookfield is trading at less than 10x that 2030 figure. $BN"
X Link @Mindset4Money_X 2025-09-17T12:57Z 22K followers, 5563 engagements

"Financial overview Revenue growth will slow from old rates but still remain in high teens. As $CSU.TO scales they will need bigger acquisitions to move the needle. EPS growth will remain strong. Even with slower revenue growth EPS is expected to chug along at +20% thanks to scale efficiencies and AI improvements. Constellation has a strong history of returns on its investments as shown below. I included ROE but it should be noted this figure is a bit misleading. The software businesses they acquire come with goodwill & intangibles which get amortized over time which reduces the value of"
X Link @Mindset4Money_X 2025-09-30T19:02Z 22K followers, 1541 engagements

"The comments under this post make me want to liquidate my $HIMS position completely. COO stepping down after X months is objectively a bad look"
X Link @Mindset4Money_X 2025-10-03T17:29Z 22K followers, 23.8K engagements

"Happy thanksgiving weekend to fellow Canadians 🍗🦃"
X Link @Mindset4Money_X 2025-10-12T19:40Z 22K followers, 4381 engagements

"Keep stacking Ws Lisa $AMD"
X Link @Mindset4Money_X 2025-10-14T12:24Z 22K followers, 4936 engagements

"15 companies expected to grow revenues above XX% and trade below 30x future op cashflows: Eli Lilly $LLY: XX% 29x Micron $MU: XX% 7x Welltower $WELL: XX% 30x DoorDash $DASH: XX% 29x DraftKings $DKNG: XX% 18x Celsius $CELH: XX% 23x ELF Beauty $ELF: XX% 28x Dutch Bros $BROS: XX% 21x Shift4 Payments $FOUR: XX% 7x Zeta Global $ZETA: XX% 23x Transmedics $TMDX: XX% 27x Dave Inc $DAVE: XX% 29x Grindr Inc $GRND: XX% 18x Harrow Inc $HROW: XX% 21x WhiteFiber Inc $WYFI: XXX% 26x Which is the best deal here"
X Link @Mindset4Money_X 2025-10-05T14:42Z 22K followers, 32.5K engagements

"@HatedMoats "Its a store of value" -XX% in a day"
X Link @Mindset4Money_X 2025-10-11T22:22Z 22K followers, 1052 engagements

"Daniel EK casually 100x'd FCF per subscriber before stepping down lol $SPOT"
X Link @Mindset4Money_X 2025-10-02T20:14Z 22K followers, 5059 engagements

"Brookfield stock price follows distributable earnings. So its a good thing management expects said earnings to double by 2030. Just buy Brookfield and F off. $BN"
X Link @Mindset4Money_X 2025-10-03T13:37Z 22K followers, 14.4K engagements

"Risks of the business: I have outlined the risks to the company before in another thread you can find them here: The lawsuit: Other various Risks:"
X Link @Mindset4Money_X 2025-10-10T14:05Z 22K followers, 1389 engagements

"20/ $MDA MDA Space Ltd P/S: 4.6x Revenue Growth: XX% Forward Revenue Growth (2 yr): XX% Operating Margin: XX% From the Canadarm to lunar missions MDA has been involved in space longer than most realize. Now theyre betting big on satellite tech robotics and government contracts. Its aerospace meets sovereign-grade infrastructure"
X Link @Mindset4Money_X 2025-07-21T20:00Z 22K followers, 6108 engagements

"@patientinvestt Good names here Id add $ROOT and $DAVE"
X Link @Mindset4Money_X 2025-10-10T15:35Z 22K followers, XXX engagements

"5/ $DOCN DigitalOcean DigitalOcean is the underdog of the cloud world serving startups and developers who want to avoid the complexity of AWS. It stands out for its simplicity transparency and tight-knit user community. The company is adding new dev tools and focusing on AI-native companies while gradually increasing revenue per customer without losing its core appeal"
X Link @Mindset4Money_X 2025-06-11T20:38Z 22K followers, 4277 engagements

"The greatest compounder in Canadian history is now seeing its largest drawdown ever. without any fundamental change. I think $CSU.TO is one of the most OBVIOUS buys in the market today and I recently included it in my portfolio. Here is my Constellation deep dive 🧵"
X Link @Mindset4Money_X 2025-09-30T19:02Z 22K followers, 43.6K engagements

"How is $CSU.TO structured Constellations core management style is decentralization. Acquired businesses operate autonomously with head office acting as a coach and mentor rather than a micromanager. This decentralized approach extends to capital allocation as well. Most investment decisions are made and approved within the operating groups not by head office. The board only intervenes for major acquisitions. This reflects Marks belief in small teams entrepreneurship and his strong dislike for authoritarian control. Bit of an outdated org structure below but you get the point"
X Link @Mindset4Money_X 2025-09-30T19:02Z 22K followers, 1950 engagements

"If you put $10K into Brookfield $BN in 2005 heres how it grew: 3y: $16.9K 6y: $28.4K 9y: $47.9K 12y: $80.6K 15y: $135.9K 18y: $229K 20y: $322K Sometimes its that easy and the show isnt over. Management projects +15% CAGR over the next X years"
X Link @Mindset4Money_X 2025-09-19T13:29Z 22K followers, 4185 engagements

"2/ $TTD The Trade Desk"
X Link @Mindset4Money_X 2025-10-05T19:20Z 22K followers, 13.1K engagements

"@Ramens7y Do you actually believe there wont be human drivers in XX years"
X Link @Mindset4Money_X 2025-10-08T16:20Z 22K followers, 1075 engagements

"A rental business where the underlying asset gets outdated quickly. Feels riskier than property rentals"
X Link @Mindset4Money_X 2025-10-07T15:53Z 22K followers, 6517 engagements

"$2.2M loss in a week If you needed another reminder"
X Link @Mindset4Money_X 2025-10-11T18:35Z 22K followers, 13.1K engagements

"5/ $LYFT The fact that Lyft has grown let alone survived in such a competitive market speaks to managements competence. They arent profitable yet but theyre getting closer. The challenge has been innovation. Lyft often lags behind consumer preferences which kept them from demanding better pricing compared to Uber"
X Link @Mindset4Money_X 2025-08-19T16:33Z 22K followers, 9182 engagements

"Even in this inflated market there are companies worth taking a deeper look into: Since 2019: $FI Operating cashflows: +324% $FI Stock: +58% $MELI OCF: +1730% $MELI Stock: +362% $ASML OCF: +388% $ASML Stock: +272% Since IPO: $WISE OCF: +91% $WISE Stock: +13% Own any"
X Link @Mindset4Money_X 2025-07-25T14:54Z 22K followers, 13.5K engagements

"Feel bearish CEOs havent been this confident about the future in years according to an EY study"
X Link @Mindset4Money_X 2025-10-06T19:57Z 22K followers, 4583 engagements

"Talk about underappreciated growth. $MELI"
X Link @Mindset4Money_X 2025-10-01T19:34Z 22K followers, 45.7K engagements

"Added to $ROOT today"
X Link @Mindset4Money_X 2025-09-24T16:46Z 22K followers, 13.3K engagements

"When in doubt zoom out"
X Link @Mindset4Money_X 2025-10-11T19:22Z 22K followers, 11.7K engagements

"If I had to build a $100K portfolio today heres how Id allocate it: $25K $AMZN $25K $GOOG $15K $BN $15K $NVO $10K $AMD $5K $UBER $5K $HIMS All based on todays prices. What would you change What would you add"
X Link @Mindset4Money_X 2025-05-26T21:23Z 22K followers, 101K engagements

"@dissectmarkets YOOOO"
X Link @Mindset4Money_X 2025-10-09T21:08Z 22K followers, XXX engagements

"Reminder: Dont use leverage"
X Link @Mindset4Money_X 2025-10-11T14:21Z 22K followers, 225.2K engagements

"Setting a new standard for enterprise software $ZETA wants to be indispensable. Unlike others they want to be the go to platform for decision making proof and interface all within one system. This increases stickiness and encourages customers to spend more within the platform. When a customer expands from one to two or more use cases their average annual spend triples from $1.5M to $4.5M"
X Link @Mindset4Money_X 2025-10-10T14:05Z 22K followers, 1294 engagements

"Topline revenue and free cash flow growth at Constellation have outpaced its market cap since the end of 2021 by a significant margin. This feels like a rare and opportunistic entry point. $CSU.TO $CSU"
X Link @Mindset4Money_X 2025-09-30T16:53Z 22K followers, 12.8K engagements

"Sam Altman is the gift that keeps on giving. $AMD signs major deal with OpenAI to deploy 6GW of GPUs Wow"
X Link @Mindset4Money_X 2025-10-06T11:10Z 22K followers, 10.8K engagements

"Perfect alignment: shareholders and Employees One aspect of $CSU.TO I love is its compensation structure for executives. They are often low base salary's with annual cash bonus based on incentives. A critical element of the compensation structure is that XX% of the after tax bonus is required to be used to purchase back constellation software shares and be held for multiple years before redemption. These incentivized cash bonuses are often structured around KPI's like returns on capital and revenue growth. We can all agree this is the ideal compensation structure to optimize employee"
X Link @Mindset4Money_X 2025-09-30T19:02Z 22K followers, 1599 engagements

"2/ $SOFI SoFi Technologies For SoFi members are everything. More members means more cross selling of other products and stronger margins. At the JPMorgan Tech Conference in May 2025 CEO Anthony Noto said the goal is 50M members within X years. Today theyre just over 10M. That means Noto is aiming to 5x the business"
X Link @Mindset4Money_X 2025-06-28T13:53Z 22K followers, 2028 engagements

"Generational buying opportunity $CSU $CSU.TO"
X Link @Mindset4Money_X 2025-09-26T20:05Z 22K followers, 35.6K engagements

"That being said these are my favorite small cap opportunities today: $ROOT $ZETA $DAVE $GAMB All at great valuations"
X Link @Mindset4Money_X 2025-10-14T20:06Z 22K followers, 13.4K engagements

"Oct X 2025 - PORTFOLIO UPDATE New Position: $CSU.TO $TOI.V Increased Position: $DLO $ROOT $NVO Trimmed Position: $HIMS Sold Position: NONE Another month another update. For the new additions the allocations are not yet perfect but I wanted to buy while these companies were at a discount. Constellation Software checks nearly every box for any investor. The challenge has always been valuation and when the drawdown gave me an opportunity I had to act. I would like to build a larger stake in Topicus as well and likely will but Constellations rebound potential looked stronger so I moved quickly"
X Link @Mindset4Money_X 2025-10-04T13:26Z 22K followers, 22.4K engagements