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@QCompounding Compounding Quality
Compounding Quality posts on X about constellation, investment, stocks, business the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXXXX +26%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX -XX%
- X Year XXXXXXXXXX -XX%
Mentions: XX #
- X Week XXX -XX%
- X Month XXX -XXXX%
- X Months XXXXX +17%
- X Year XXXXX +37%
Followers: XXXXXXX #
- X Week XXXXXXX +0.31%
- X Month XXXXXXX +0.77%
- X Months XXXXXXX +3%
- X Year XXXXXXX +7.10%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance #3568 stocks XXXX% countries XXX% technology brands XXXX% cryptocurrencies XXXX% luxury brands XXXX% celebrities XXXX% fashion brands XXXX% travel destinations XXXX% automotive brands XXXX%
Social topic influence constellation #21, investment #311, stocks #1059, business 3.78%, berkshire hathaway #34, the world #5063, books 2.7%, ceo #633, future #2787, strong XXXX%
Top accounts mentioned or mentioned by @fiscalai @kashifch00 @souhaibebarkat @brianferoldi @veejaish @1heraclez @awnihamad @william_r2rclub @barcelonabatmn @trn57523902 @divinsightsltd @el_papitos @alephblog @maanavsunman @chrisk3861 @thorntonmellon7 @romzcarats @chicocali5 @gasanderson @bhrt1971
Top assets mentioned Berkshire Hathaway Inc. (BRK.A) Arista Networks Inc (ANET) Accenture (ACN) Waste Connections, Inc. (WCN) Berkshire Hathaway Inc Class B (BRK.B) Union Pacific Corporation (UNP) UNIPOLY (UNP) CSX Corporation (CSX) Norfolk Southern Corp. (NSC) Eli Lilly and Company (LLY) Home Depot, Inc. (HD) Apple, Inc. (AAPL) Cintas Corporation (CTAS) Ferrari N.V. (RACE) Microsoft Corp. (MSFT) Booking Holdings Inc (BKNG)
Top Social Posts
Top posts by engagements in the last XX hours
"How to read an annual report:"
X Link 2025-10-12T09:58Z 471K followers, 110.1K engagements
"This stock quietly became one of the best performers in the world. Most investors still dont know how it really did it. And right now its trading XX% below its peak. Let's talk about Constellation Software"
X Link 2025-12-11T13:05Z 471K followers, 13.1K engagements
"American Hedge Fund billionaire Bill Ackman is a learning machine. "You can learn investing by reading books." Here are his X favorite investing books everyone should read:"
X Link 2025-11-01T17:04Z 471K followers, 142.3K engagements
"One of Munger's favorite books Guns Germs and Steel by Jared Diamond. I read it twice which I seldom do. Bill Gates and other academics and historians also highly recommend it. Here's what you need to know and why it's useful for investors:"
X Link 2025-12-03T17:04Z 471K followers, 75.6K engagements
"The top XX best Peter Lynch quotes: X. All the math you need in the stock market you get in the fourth grade"
X Link 2025-10-22T12:03Z 471K followers, 360.7K engagements
"5. Accenture (ACN) ROIC: XXXX% Big companies call Accenture when theyre stuck. It doesnt build apps or devices. It fixes whats broken. Strategy software and systems are cleaned up and running again"
X Link 2025-12-05T17:04Z 471K followers, 6887 engagements
"@fiscal_ai What makes Norbit unique is its leadership. CEO Per Jrgen Weisethaunet has led the company since 2001. The company grew from X employees to more than XXX today"
X Link 2025-12-06T13:02Z 471K followers, 2082 engagements
"@fiscal_ai XX. Smartcraft ASA ($SMCRT) Smartcraft is a SaaS company that builds software tools. Their solutions help firms manage documentation materials and workforce efficiently. Image source: Smartcraft"
X Link 2025-12-06T13:02Z 471K followers, 2021 engagements
"What kind of investor are you Here are X asset classes everyone should know X. Stocks"
X Link 2025-12-08T13:04Z 471K followers, 86.6K engagements
"8. Private Equity"
X Link 2025-12-08T13:04Z 471K followers, 9246 engagements
"Only buy something that youd be perfectly happy to hold if the market shut down for XX years. - Warren Buffett"
X Link 2025-12-09T10:57Z 471K followers, 54.6K engagements
"2. Mips down XX% YTD A Swedish company known for its safety technology used in bike ski and motorcycle helmets. Its core innovation reduces rotational motion to the brain during impact making it a global standard in premium helmets"
X Link 2025-12-09T13:04Z 471K followers, 8316 engagements
"Today Im giving you an insight into my soul. This thread will be very personal. It shows you my definition of true wealth"
X Link 2025-12-10T13:03Z 471K followers, 23.5K engagements
"1. The Dominican Republic At the end of October I flew from Belgium to Punta Cana (the Dominican Republic). The goal - Zoom out and think about the companies we own - Strategically think about Compounding Quality - Figure out what a truly fulfilling life means"
X Link 2025-12-10T13:03Z 471K followers, XXX engagements
"17. The future truly looks bright Partner. The journey to the Dominican Republic made me Richer Wiser & Happier. I feel like I found myself. I want to become a better person. Do better for friends and family"
X Link 2025-12-10T13:03Z 471K followers, 5640 engagements
"10. How to outperform the market"
X Link 2025-12-10T17:04Z 471K followers, XXX engagements
"CEO vs CFO vs COO by Nicolas Boucher"
X Link 2025-12-10T19:03Z 471K followers, 39.3K engagements
"Peter Lynch Interview Lynch is widely considered the most successful mutual fund manager ever In this interview he shares his entire philosophy Grab the PDF here"
X Link 2025-12-10T21:03Z 471K followers, 14.4K engagements
"The best way to measure your investing success is not by whether youre beating the market but by whether youve put in place a financial plan and a behavioral discipline that are likely to get you where you want to go. Benjamin Graham"
X Link 2025-12-11T11:02Z 471K followers, 21.6K engagements
"2. The best serial acquirer in the world Constellation Software is the best Serial Acquirer in the world: Image source: Canuck Analysts"
X Link 2025-12-11T13:05Z 471K followers, XXX engagements
"5. What makes this even more impressive is the lack of big crashes. Many 100-baggers fall by XX% or more at some point. Even Berkshire Hathaway had that happen three times. Constellation avoided big crashes for almost two decades"
X Link 2025-12-11T13:05Z 471K followers, XXX engagements
"7. The main reason for this drop is the resignation of founder and CEO Mark Leonard. On the day of the news the stock fell XX% in one session"
X Link 2025-12-11T13:05Z 471K followers, XXX engagements
"9. Even so Constellation is not a one-man show. Mark Miller will take over as CEO after working next to Leonard for many years"
X Link 2025-12-11T13:05Z 471K followers, XXX engagements
"12. This system was built so the company does not depend on one big leader. It is one of the main reasons Constellation stayed so strong for so long"
X Link 2025-12-11T13:05Z 471K followers, XXX engagements
"13. Financially Constellation checks all the boxes: - A strong balance sheet - Low capital needs - High reinvestment rates - And long-term growth"
X Link 2025-12-11T13:05Z 471K followers, XXX engagements
"The world's largest luxury company:"
X Link 2024-01-19T16:10Z 471K followers, 91.7K engagements
"Last week Buffett said: "In the next XX years we probably wont sell the Japanese trading houses" Let's discuss the companies he talks about:"
X Link 2025-05-09T11:57Z 470.4K followers, 201.2K engagements
"9. Sumitomo Corporation (Ticker: 8053.T) Sumitomo trades metals energy machinery and consumer goods. Theyve been around for over XXX years"
X Link 2025-05-09T11:57Z 470.5K followers, 5213 engagements
"2. Fairfax Financial ($FFH.TO) Fairfax is an insurance and investment firm led by Prem Watsa. Its returned XXXX% per year since 1985"
X Link 2025-06-21T12:02Z 470.4K followers, 1737 engagements
"Warren Buffett once said "Go where competition is weak." Lets look at the most powerful duopolies in the world:"
X Link 2025-10-23T12:05Z 470.8K followers, 81.4K engagements
"6. Contract & fixed income exchanges (part 2) Their edge Network effects. Everyone trades where everyone else trades. That creates huge barriers to entry and decades of pricing power. Most have margins above 40%"
X Link 2025-10-25T12:02Z 470.4K followers, 2776 engagements
"7. Waste collection Garbage collection sounds boring. But for these three its a gold mine: - Waste Management - Republic Services - Waste Connections"
X Link 2025-10-25T12:02Z 470.4K followers, 3003 engagements
"Income Statement Explained Credits to @BrianFeroldi for this resource"
X Link 2025-11-11T19:03Z 470.5K followers, 21.1K engagements
"11. Constellation Software"
X Link 2025-11-16T13:02Z 470.5K followers, 3674 engagements
"5 Western US Railroads: BNSF (owned by Berkshire Hathaway $BRK.B) & Union Pacific ($UNP) These two control almost all freight rail traffic across the western U.S. They move coal cars containers and crops: the backbone of the economy"
X Link 2025-11-19T17:04Z 470.7K followers, 5909 engagements
"6 Eastern US Railroads: CSX ($CSX) & Norfolk Southern ($NSC) Together they dominate the east coast freight network. They transport billions in goods through ports cities and industrial hubs. Their tracks are irreplaceable assets"
X Link 2025-11-19T17:04Z 470.7K followers, 5448 engagements
"Warren Buffett isnt just the best investor in the worldhes in a league of his own. Imagine investing $10000 in Berkshire Hathaway back in 1965 Today that would be worth over $X billion () Here are XXX of his most powerful investing quotes:"
X Link 2025-11-22T17:04Z 470.5K followers, 47.9K engagements
"1. Buy-and-build Just like Warren Buffett Mark Leonard thinks like an owner. When Constellation Software acquires a company they do this with the intention to own it forever"
X Link 2025-11-26T17:04Z 470.5K followers, 3528 engagements
"Accounting is the language of business. Those who understand it reap the benefits. Learn everything you need to know as an investor here:"
X Link 2025-11-29T21:03Z 470.5K followers, 21.4K engagements
""If investing wasn't hard everyone would be rich." - Charlie Munger"
X Link 2025-11-30T10:58Z 470.5K followers, 75.1K engagements
"15 Eye-opening investing visuals to learn by heart X. ROICs by Industry"
X Link 2025-11-30T13:02Z 471K followers, 35.5K engagements
"15. The Warren Buffett Way Robert Hagstrom Hagstrom provides a detailed breakdown of Buffetts investing methods and mindset"
X Link 2025-11-30T17:04Z 470.8K followers, XXX engagements
"16. Principles Ray Dalio Dalio shares his life and investment philosophy as a billionaire hedge fund founder. He emphasizes radical transparency systems thinking and decision-making frameworks"
X Link 2025-11-30T17:04Z 470.9K followers, XXX engagements
"20. Your Money or Your Life Vicki Robin & Joe Dominguez This book blends personal finance with investing. It helps you rethink your relationship with money to achieve financial independence"
X Link 2025-11-30T17:04Z 470.7K followers, 6764 engagements
"Do you want even more reading material Here are X investing books recommended by Bill Ackman:"
X Link 2025-11-30T17:04Z 470.7K followers, 6684 engagements
"Never invest in a business you cannot understand. - Warren Buffett"
X Link 2025-12-01T11:02Z 471K followers, 56.2K engagements
"2. Types of leverage"
X Link 2025-12-01T17:04Z 470.8K followers, 2758 engagements
"3. How to Measure Financial Leverage"
X Link 2025-12-01T17:04Z 470.7K followers, 2365 engagements
"The best report Benjamin Graham ever wrote How to handle your money. If you read one thing today make it this 7-page article:"
X Link 2025-12-01T21:03Z 470.5K followers, 70.7K engagements
"Performance since IPO As a quality investor you dont want to invest in the next big thing. You want to invest in companies that have already won. Only invest in companies that managed to generate a return of XX% per year for shareholders (CAGR) since their IPO"
X Link 2025-12-02T13:04Z 471K followers, XXX engagements
"5. Helpers take more than they give Every time you trade or hire someone to pick stocks for you they get paid. But your returns go down. The more Helpers you pay the less pie you keep"
X Link 2025-12-02T17:04Z 470.7K followers, XXX engagements
"6. Want a bigger slice of the pie Heres the Bogle formula: Buy a low-cost index fund Dont trade Dont chase fads Just hold forever"
X Link 2025-12-02T17:04Z 470.7K followers, XXX engagements
"3. He used time as his main advantage. Buffett didnt try to be fast. He tried to be right for a very long time. Holding for decades allowed compounding to quietly do the real work. Most investors interrupt compounding by trading too often"
X Link 2025-12-03T13:03Z 470.5K followers, 2187 engagements
"4. He built permanent capital instead of fragile funds. Through Berkshire Hathaway he created an investment vehicle that never had to return money to impatient investors. That meant no forced selling during crashes. He could think in generations not quarters"
X Link 2025-12-03T13:03Z 470.5K followers, 1993 engagements
"10 Cash Flow Ratios"
X Link 2025-12-03T19:03Z 470.5K followers, 15.7K engagements
"Terry Smiths Investing for Growth is amazing. Buy great companies hold tight and ignore the noise Here's a detailed summary:"
X Link 2025-12-04T17:04Z 470.3K followers, 17.4K engagements
"2. Eli Lilly (LLY) ROIC: XXXX% Eli Lilly is a drug company known for making treatments for diabetes cancer and now obesity. Its growing fast thanks to its new blockbuster drugs"
X Link 2025-12-05T17:04Z 471K followers, 7679 engagements
"3. The Home Depot (HD) ROIC: XXXX% This is where America goes to fix its house. The company sells lumber tools appliances"
X Link 2025-12-05T17:04Z 471K followers, 7223 engagements
"4. Herms ROIC: XXXX% Some brands sell luxury. Herms sells exclusivity. It makes handbags that cost more than most used cars and scarves that cost more than a flight to Paris"
X Link 2025-12-05T17:04Z 470.7K followers, 7074 engagements
"6. Apple (AAPL) ROIC: XXXX% Apple makes consumer electronics software and services. It integrates them into a seamless ecosystem. Apple makes the hardware. Then charges rent to use it"
X Link 2025-12-05T17:04Z 471K followers, 6688 engagements
"8. Cintas Corporation (CTAS) ROIC: XXXX% Uniforms are a great business. Cintas doesnt just rent out work shirts. It sells peace of mind. Need clean towels Floor mats Safety gear First aid kits Cintas delivers it replaces it and bills you again next month"
X Link 2025-12-05T17:04Z 470.3K followers, 6458 engagements
"9. Ferrari (RACE) ROIC: XXXX% Most car companies want to sell more cars. Ferrari doesnt. It caps production. Refuses to discount. And makes its customers wait years to buy one. This isnt just a car company. Its a luxury brand that happens to make V12s"
X Link 2025-12-05T17:04Z 471K followers, 6248 engagements
"1. You want to invest in Compounding Machines Look for businesses with high returns on capital and plenty of reinvestment opportunities. Businesses that often have both characteristics Serial acquirers"
X Link 2025-12-06T13:02Z 470.5K followers, 3421 engagements
"2. They grow by buying small private companies and compounding returns over decades. Some of the most famous serial acquirers: - Berkshire Hathaway - LVMH - Danaher - Constellation Software These are all multi-baggers"
X Link 2025-12-06T13:02Z 470.5K followers, 3502 engagements
"7. Software Circle ($SFT) Software Circle focuses on acquiring Vertical Market Software businesses in the UK and Ireland. Since 2021 the group has transformed into a serial acquirer and already completed nine acquisitions. Image source: Software circle"
X Link 2025-12-06T13:02Z 470.5K followers, 2870 engagements
"8. The company stands out because of its strong board. It benefits from connections with Chapters Group and includes leaders who worked at Constellation Software and Judges Scientific. Image source: @fiscal_ai"
X Link 2025-12-06T13:02Z 470.5K followers, 2750 engagements
"@fiscal_ai X. Cicor Technologies ($CICN) Cicor is a Swiss company that provides electronics solutions for healthcare and the aerospace & defense industries. It is the European market leader in Electronics Manufacturing Services for defense. Image source: Cicor"
X Link 2025-12-06T13:02Z 471K followers, 2668 engagements
"@fiscal_ai XX. Cicor looks especially interesting when compared to Heico one of the best-performing U.S. stocks. However Cicor grows at the same pace but trades at a far lower multiple. Image source: Cicor"
X Link 2025-12-06T13:02Z 470.9K followers, 2486 engagements
"7. Mutual Funds & ETFs"
X Link 2025-12-08T13:04Z 471K followers, 4256 engagements
"3. Good investing is boring Greenblatt didnt chase trends. He didnt time the market. He used a formula. Same thing year after year. And it crushed XX% of the pros"
X Link 2025-12-08T17:04Z 470.5K followers, 2698 engagements
"4. Buy great companies How Look for businesses with high Return on Capital. These are companies that turn $X into $XXXX $XXXX or more. Thats what you want to own"
X Link 2025-12-08T17:04Z 471K followers, 2588 engagements
"5. But dont overpay Even great businesses can be terrible investments if you pay too much. So Greenblatt added a second filter: Earnings Yield. (Profits relative to price.)"
X Link 2025-12-08T17:04Z 470.7K followers, 2574 engagements
"6. The Magic Formula = quality + cheap Step 1: Rank all companies by Return on Capital. Step 2: Rank them by Earnings Yield. Step 3: Buy the top 2030 on the combined list. Hold. Rebalance yearly. Thats it"
X Link 2025-12-08T17:04Z 470.7K followers, 2625 engagements
"Want to build wealth but dont know where to start These XX investing books created millionaires: X. The Intelligent Investor Benjamin Graham The bible of value investing. Warren Buffett calls it by far the best investing book ever written"
X Link 2025-11-30T17:04Z 471K followers, 35.7K engagements
"7. Arista Networks (ANET) ROIC: XXXX% As the cloud grows Arista cashes in. It builds the high-speed pipes inside data centers. Tech giants like Amazon and Microsoft rely on it. You wont see it. But your data sure does"
X Link 2025-12-05T17:04Z 471K followers, 6607 engagements
"3. The Social Network "The best way to predict the future is to invent it.""
X Link 2025-12-07T17:04Z 471K followers, 20.9K engagements
"Warren Buffett said there are X chapters investors must read. After that you know all you need X. Chapter X (The Intelligent Investor) X. Chapter XX (The Intelligent Investor) X. Chapter XX (Keynes' The General Theory) I compiled them all in X PDF for free. Do you want to receive it X. Like this post X. Comment "send" below X. Get immediate access"
X Link 2025-04-02T20:03Z 471K followers, 287.5K engagements
"7 Cheat Sheets to Change Your Life X. Finance Cheat Sheet"
X Link 2025-11-03T17:04Z 471K followers, 74.9K engagements
"15 Stocks to Own for the Next X decades: X. Rollins"
X Link 2025-11-09T13:02Z 471K followers, 216.4K engagements
"The world's best capital allocator Mark Leonard. He is the founder of Constellation Software. Here are XX incredible lessons from him:"
X Link 2025-11-26T17:04Z 471K followers, 57.9K engagements
"Read XXX pages every day. Thats how knowledge works. It builds up like compound interest. All of you can do it but I guarantee not many of you will do it. - Warren Buffett"
X Link 2025-11-29T10:56Z 471K followers, 178.5K engagements
"Warren Buffett isnt just the best investor in the worldhes in a league of his own. Imagine investing $10000 in Berkshire Hathaway back in 1965 Today that would be worth over $X billion () Here are XXX of his most powerful investing quotes:"
X Link 2025-12-01T13:04Z 471K followers, 26.7K engagements
"Secular trend The trend is your friend. A lot of quality companies are active in a strongly growing market. Think about themes like urbanization (Otis) cybersecurity (Fortinet) datacenters (Arista Networks) hearing aids (Sonova) and obesity (Novo Nordisk)"
X Link 2025-12-02T13:04Z 471K followers, XXX engagements
"Valuation For quality investors the quality of the business is more important than the valuation. In the long run your return as an investor is equal to: Return = FCF growth per share + shareholder yield +/- multiple expansion (contraction)"
X Link 2025-12-02T13:04Z 471K followers, 4845 engagements
"What most people do in markets feels right. Its usually wrong. Buffett built his fortune by doing the opposite. Here are XX things he did differently and how you can use them too:"
X Link 2025-12-03T13:03Z 471K followers, 39.1K engagements
""The single-most important decision in evaluating a business is pricing power. If you've got the power to raise prices without losing business to a competitor you've got a very good business." - Warren Buffett"
X Link 2025-12-04T11:02Z 471K followers, 45.9K engagements
"Revenue is vanity profit is sanity but cash flow is reality I found this amazing PDF on Cash Flow Analysis Learn everything you should know today:"
X Link 2025-12-04T21:03Z 471K followers, 80.1K engagements
"Seth Klarman is one of the best investors in the world. He returned over XX% for more than XX years. His book Margin of Safety sells for over $1700 on Amazon. Lets share XX key investment lessons today"
X Link 2025-12-05T12:57Z 471K followers, 47.6K engagements
""If a business earns XX% on capital over XX or XX years even if you pay an expensive looking price youll end up with one hell of a result." Charlie Munger Here are XX stocks with a return on capital 20%"
X Link 2025-12-05T17:04Z 471K followers, 107K engagements
"10. Booking Holdings (BKNG) ROIC: XXXX% Every time someone books a hotel online this company gets paid. It owns Priceline Kayak and more. The travel industry is cyclical sure. But Booking has two things going for it: scale and software"
X Link 2025-12-05T17:04Z 471K followers, 11.1K engagements
"Only when the tide goes out do you discover whos been swimming naked. - Warren Buffett"
X Link 2025-12-06T10:56Z 471K followers, 36.6K engagements
"The best compounding machines dont always invent. They acquire. Here are X serial acquirers you should know: Image source: REQ Capital"
X Link 2025-12-06T13:02Z 471K followers, 51.9K engagements
"My all-time favorite investing book It might be One Up on Wall Street. It's full of investment wisdom Here are the XX most valuable lessons from this classic"
X Link 2025-12-06T17:04Z 471K followers, 48.6K engagements
"12 visuals that will shape your investing philosophy: X. Time in the market beats timing the market"
X Link 2025-12-07T13:02Z 471K followers, 46.3K engagements
"10 Movies every investor and entrepreneur should watch: X. Moneyball "When your enemys making mistakes dont interrupt him.""
X Link 2025-12-07T17:04Z 471K followers, 336.2K engagements
"2. The Founder "The only thing that matters is getting it done.""
X Link 2025-12-07T17:04Z 471K followers, 21.5K engagements
"Bargain alert: Many high-quality stocks are trading at attractive valuation levels. Here are XX compounders that have dropped more than XX% this year:"
X Link 2025-12-09T13:04Z 471K followers, 98.4K engagements
"3. Evolution AB down XXXX% YTD Evolution AB is a European company (Sweden) involved in gaming / iGaming / gambling infrastructure and services. It remains sensitive to regulatory changes and shifts in market sentiment which can affect performance"
X Link 2025-12-09T13:04Z 471K followers, 7669 engagements
"4. Copart (CPRT) down XXXX% YTD Copart operates the largest online auction network for salvage and used vehicles. Insurance companies rely on Copart to sell totaled cars efficiently"
X Link 2025-12-09T13:04Z 471K followers, 7287 engagements
"5. Pool Corporation (POOL) down XXXX% YTD Pool Corporation is the worlds largest distributor of pool supplies and equipment. Its revenue is supported by ongoing demand for pool maintenance and repairs"
X Link 2025-12-09T13:04Z 471K followers, 6881 engagements
"6. Watsco (WSO) down XXXX% YTD Watsco is North Americas largest distributor of HVAC equipment and replacement parts. The company benefits from steady demand for heating and cooling systems in both homes and businesses"
X Link 2025-12-09T13:04Z 471K followers, 6482 engagements
"7. Zoetis (ZTS) down XXXX% YTD Zoetis is the global leader in medicines vaccines and diagnostics for pets and livestock. The company enjoys durable demand because animal health needs remain consistent in all economic conditions"
X Link 2025-12-09T13:04Z 471K followers, 5992 engagements
"8. Constellation Software down XXXX% YTD Constellation Software acquires and operates specialized software companies around the world. It uses a decentralized model that allows each business to run independently and efficiently"
X Link 2025-12-09T13:04Z 471K followers, 5744 engagements
"9. Brown & Brown (BRO) down XXXX% YTD Brown & Brown is a major insurance brokerage serving businesses and individuals across many industries. Insurance brokerage revenue is stable because clients renew policies regularly"
X Link 2025-12-09T13:04Z 471K followers, 5438 engagements
"10. Novo Nordisk (NVO) down XXXX% YTD Novo Nordisk is a global pharmaceutical leader focused on treatments for diabetes obesity and other chronic diseases. Its blockbuster drugs have driven rapid growth and strong global demand"
X Link 2025-12-09T13:04Z 471K followers, 10.7K engagements
"24 accounting terms by Gary Jain"
X Link 2025-12-09T19:03Z 471K followers, 25.3K engagements
"The art of investment is the discipline of inaction in the absence of a good opportunity but aggressive action when one is identified. - Li Lu"
X Link 2025-12-10T10:59Z 471K followers, 56.6K engagements
"16. What the future will bring It will be wonderful to write the next chapter of this journey together with you. Here are some key goals for the future"
X Link 2025-12-10T13:03Z 471K followers, XXX engagements
"My XX most popular visuals: X. XX Laws of Investing"
X Link 2025-12-10T17:04Z 471K followers, 21.8K engagements
"9. X lessons from the millionaire next door"
X Link 2025-12-10T17:04Z 471K followers, XXX engagements
"I read everything Warren Buffett has ever said and written (5000 pages) Grab the free e-book as well as XXX () examples of high-quality stocks here:"
X Link 2025-12-11T13:00Z 471K followers, 4428 engagements
"You can summarize the entire investment case with three visuals. X. Serial Acquirers Outperform Serial Acquirers outperform the broader market by a wide margin:"
X Link 2025-12-11T13:05Z 471K followers, XXX engagements
"3. Reasonable valuation Today Constellation Software trades at a reasonable valuation level"
X Link 2025-12-11T13:05Z 471K followers, XXX engagements
"4. Investment case Just XX years after its IPO in 2006 Constellation already became a 100-bagger. The stock compounded at around XX% per year for a very long time"
X Link 2025-12-11T13:05Z 471K followers, XXX engagements
"8. Mark Leonard is often called the Warren Buffett of Software. He is seen as one of the best capital allocators who ever lived. His shareholder letters are legendary among serious investors"
X Link 2025-12-11T13:05Z 471K followers, XXX engagements
"10. Many investors call Mark Miller the Charlie Munger of Software. He owns around $XXX million worth of Constellation shares. After Leonard stepped down Miller even bought more shares in the open market. This indicates Miller thinks the stock is a 'Buy'"
X Link 2025-12-11T13:05Z 471K followers, XXX engagements
"11. But the real strength of Constellation goes beyond any single person. Why Capital allocation is decentralized. Small teams run their own businesses with full responsibility"
X Link 2025-12-11T13:05Z 471K followers, XXX engagements
"14. Recent insider buying adds extra confidence. Management is clearly betting on the long-term future of the company"
X Link 2025-12-11T13:05Z 471K followers, 4592 engagements