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@themattharbaugh Avatar @themattharbaugh Matthew Harbaugh

Matthew Harbaugh posts on X about $googl, $csgp, evo, $evvty the most. They currently have XXXXX followers and 1262 posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence stocks technology brands cryptocurrencies finance fashion brands social networks

Social topic influence $googl, $csgp #7, evo, $evvty, $evo, goog, $goog, asml, $asml, $adbe

Top assets mentioned Alphabet Inc Class A (GOOGL) CoStar Group, Inc. (CSGP) Adobe, Inc. (ADBE) Charles Schwab Corporation (SCHW) Metadium (META) Amazon.com, Inc. (AMZN) Cream (CRM) Paycom Software Inc (PAYC) Roper Technologies Inc (ROP) Waste Connections, Inc. (WCN) Heima (HEI) Fortinet Inc (FTNT) Fair Isaac, Corp. (FICO) Starbucks Corporation (SBUX) MercadoLibre Inc (MELI) Msci Inc (MSCI) UnitedHealth Group (UNH) Salesforce Inc (CRM) Airbnb Inc (ABNB) Tyler Technologies, Inc. (TYL) Verisk Analytics, Inc. (VRSK) Rollins, Inc. (ROL) Copart, Inc. (CPRT) Gartner Inc (IT) Progressive Corp (PGR) Arista Networks Inc (ANET) Kinsale Capital Group, Inc. (KNSL) Berkshire Hathaway Inc Class B (BRK.B) Medpace Holdings, Inc. Common Stock (MEDP) Shakita Inu (SHAK) Auroracoin (AUR) Itron Inc (ITRI) Axon Enterprise, Inc. (AXON) UNIPOLY (UNP) Ecolab Inc. (ECL) Symbotic Inc. Class A Common Stock (SYM) Cintas Corporation (CTAS) Wixlar (WIX) Sea Limited (SE) Effect.AI (EFX) SpaceN (SN) GE Vernova Inc. (GEV) Synopsys, Inc. (SNPS) Neurobro (BRO) AppFolio, Inc. Class A (APPF) Exact Sciences Corp (EXAS) Procore Technologies, Inc. (PCOR) Trade Desk, Inc. (TTD) Spotify Technology (SPOT) Netflix Inc (NFLX) Shopify Inc (SHOP) DNP Select Income Fund Inc. (DNP) Costco Hot Dog (COST) Costco Wholesale Corporation (COST) Now Coin (NOW) IDEXX Laboratories, Inc. (IDXX) Apple, Inc. (AAPL) Carvana Co. (CVNA) Uber Technologies, Inc. (UBER) Dash (DASH) Wormhole (W) First Advantage Corporation Common Stock (FA) Brown-Forman Corporation Class B (BF.B) Berkshire Hathaway Inc. (BRK.A)

Top Social Posts #

Top posts by engagements in the last XX hours

"Polen International Growth sells out of $EVO $EVVTY Here's why"
@themattharbaugh Avatar @themattharbaugh on X 2025-07-18 00:06:26 UTC 2932 followers, 5783 engagements

"Great update on $EVO latest earnings Well worth your time"
@themattharbaugh Avatar @themattharbaugh on X 2025-07-18 16:38:16 UTC 2931 followers, 2302 engagements

"Conestoga Top XX Holdings as of Q1 $ROL $HEI $VRSK $WCN $CPRT $TYL $FTNT $ROP $CSGP $IT Do you own any of these"
@themattharbaugh Avatar @themattharbaugh on X 2025-05-19 16:32:24 UTC 2936 followers, 4689 engagements

"$EVO $EVVTY on RNG growth of XXX% y/y One main reason for the slow growth in RNG this quarter is the largest payout ever for us in RNG affecting the total revenue stream. Overall RNG has solid performance adjusted for the payout and we still have good potential to grow in this segment"
@themattharbaugh Avatar @themattharbaugh on X 2025-07-17 08:35:28 UTC 2931 followers, XXX engagements

"$EVO $EVVTY on current regulations/ring-fencing We firmly believe that the regulation is a driver for the market and we and we continue to support regulators in any way we can. The increased regulation are affecting us to somewhat higher extent year on year than we anticipated"
@themattharbaugh Avatar @themattharbaugh on X 2025-07-17 08:28:14 UTC 2931 followers, 2737 engagements

"Lindsell Train on $FICO monopoly "Underpinning almost the entire US consumer credit market few businesses own such systemic IP. The FICO score is the sole measure of credit risk used in over XX% of US mortgage secruitisations.""
@themattharbaugh Avatar @themattharbaugh on X 2025-07-10 12:06:28 UTC 2916 followers, 8528 engagements

"Giverny Capital Top XX Holdings as of Q1 2025 $CSU $GOOGL $GOOG $META $ANET $PGR $SCHW $HEI $KNSL $BRKB $MEDP"
@themattharbaugh Avatar @themattharbaugh on X 2025-04-29 18:00:24 UTC 2932 followers, 14.7K engagements

"Counterpoint Global on AI tailwinds "Our analysis of AI beneficiaries highlights potential margin capture that consensus estimates have yet to fully consider." $ASML $ITRI $WCN $AXON $UNP $ECL $AUR $SYM $CTAS $SHAK"
@themattharbaugh Avatar @themattharbaugh on X 2025-07-03 17:36:24 UTC 2931 followers, 4400 engagements

"Polen Capital on adding to $ADBE $SBUX & $CSGP "Increases in Adobe Starbucks and CoStar Group reflect our expectation that each will see accelerating revenue and earnings growth in the coming year.""
@themattharbaugh Avatar @themattharbaugh on X 2025-07-20 12:06:26 UTC 2932 followers, 4357 engagements

"Lakehouse Fund top XX holdings (68% of the portfolio) as of June 2025 $MELI $AMZN $SNSNF $SE $ADYEN $KXS $GOOG $GOOGL $SCHW $HMNTY $WIX"
@themattharbaugh Avatar @themattharbaugh on X 2025-06-17 17:36:31 UTC 2919 followers, 4434 engagements

"Parnassus Investments portfolio changes in Q1 2025 Here is what they bought and sold. Bought: $ASML $GEV $SNPS $BRO $SN $APPF Sold: $ADBE $MSCI $ADYEN $EFX $EXAS $CSGP $PCOR"
@themattharbaugh Avatar @themattharbaugh on X 2025-05-06 12:53:37 UTC 2932 followers, 5338 engagements

"4 reasons why Dev Kantesaria invested in $ASML X. ASMLs value prop: "lithography machines that perform with fidelity and precision and with no defects and waste" X. Its hard to replicate ASMLs technology: ASML is XX years ahead of any competitor. X. New semi supercycle: Entering a new semiconductor supercycle driven by AI and we expect ASML to be a direct beneficiary of that. X. ASML is cheap: This is our cheapest name trading at close to a XXX% free-cash-flow yield we expect free cash flow to increase at a high-teens to low-20% annual rate over the next decade we consider the valuation and"
@themattharbaugh Avatar @themattharbaugh on X 2025-07-15 12:06:23 UTC 2932 followers, 2552 engagements

"Rowan Street core holdings as of 2Q25 $META $SPOT $NFLX $TTD $TOI $SHOP $ADYEY $DNP "That is the essence of our approach: to patiently compound capital by partnering with what we believe to be great businesses- and with some of the world's best entrepreneurs and owner-operators.""
@themattharbaugh Avatar @themattharbaugh on X 2025-07-22 17:36:30 UTC 2932 followers, 2302 engagements

"New newsletter is out Imagine buying $COST at $XX. Today $COST trades around $1000 Many thought Costco was expensive but Nick Sleep saw something that no one else did A perpetual growth machine. Insights on Nick Sleep's investment pitch on $COST below"
@themattharbaugh Avatar @themattharbaugh on X 2025-07-12 12:06:25 UTC 2916 followers, 3416 engagements

"Bill Ackman on $GOOG $GOOGL "Despite tremendous business momentum Alphabet still trades at around 18x earnings a highly discounted valuation for a business of its quality and growth prospects. As the company executes on its AI potential and margin expansion opportunity to drive rapid earnings growth we expect its share price will increase to better reflect its strong underlying business fundamentals.""
@themattharbaugh Avatar @themattharbaugh on X 2025-06-03 12:06:31 UTC 2932 followers, 125K engagements

"Polen Capital buys $IDXX Sold: $AAPL $UNH Added to: $SBUX $NOW $CSGP and $ADBE Trimmed: $AMZN"
@themattharbaugh Avatar @themattharbaugh on X 2025-07-18 12:43:00 UTC 2932 followers, 2167 engagements

"Bill Nygren of Oakmark Select Fund on buying back $CRM in 2Q25 "We believe Salesforce is a wonderful business going through a transformation into a profitable shareholder-focused enterprise.""
@themattharbaugh Avatar @themattharbaugh on X 2025-07-21 16:32:25 UTC 2932 followers, 1987 engagements

"June Portfolio Update Added: $MSCI $ADBE $EVVTY +3% in June +11.25% YTD +26.79% 1Y Top X Holdings (70% of portfolio): X. $META X. $PAYC X. $FTNT X. $EVVTY X. $GOOGL"
@themattharbaugh Avatar @themattharbaugh on X 2025-07-01 17:36:20 UTC 2936 followers, 4104 engagements

"80% of this fund's assets are in these XX stocks Here are Optimist Fund's top XX holdings $CVNA $TDUP $HFG $UBER $DASH $W $MDAY $FA $FVRR $SWIM"
@themattharbaugh Avatar @themattharbaugh on X 2025-05-06 00:30:26 UTC 2918 followers, 5426 engagements

"Terry Smith buys $EL.PA (EssilorLuxottica) and sells out of $BFB (Brown-Forman)"
@themattharbaugh Avatar @themattharbaugh on X 2025-07-01 16:36:05 UTC 2936 followers, 6289 engagements

"Lots of wisdom in Ted Weschlers final letter to Peninsula Capital investors before starting at Berkshire Hathaway"
@themattharbaugh Avatar @themattharbaugh on X 2025-07-14 23:02:21 UTC 2929 followers, 1404 engagements

"The $FICO Standard "FICO scores are the de facto standard and are cheap and ubiquitous making it difficult for others to compete. Fair Isaac has over XX% dollar-share of the market A FICO mortgage score that costs $X today could easily be $X $X $XX or even $XX in the future. -Dev Kantesaria Dev initially invested in FICO when he saw the business change its pricing strategy. Previously relying on volume growth FICO changed its pricing strategy to a royalty system earning a higher fixed fee on each FICO Score produced. This gave FICO the ability to improve pricing power and become a toll"
@themattharbaugh Avatar @themattharbaugh on X 2025-07-07 11:02:29 UTC 2935 followers, XXX engagements

"Bill Nygren buys $NKE and $AMZN Increased his holdings in $ABNB $CG and $GEHC Sold $KR Trimmed $AIG $CTVA $CVS and $KVUE"
@themattharbaugh Avatar @themattharbaugh on X 2025-07-09 16:32:26 UTC 2932 followers, 4874 engagements

"Concentrate your portfolio in 10-12 high-quality names "We believe holding a concentrated portfolio of high-quality businesses is the best way to outperform the market over the long run. -Dev Kantesaria The more stocks you hold the more difficult it becomes to track. Many investors hold more than XX stocks because it gives them comfort but comfort can come with a cost which is underperformance. The key is to follow Warren Buffetts punch card approach. If you had only XX businesses (punches) to invest in your life you would be very selective on the type of businesses you own and focus only on"
@themattharbaugh Avatar @themattharbaugh on X 2025-07-07 11:02:28 UTC 2935 followers, XXX engagements

"@Speedwell_LLC They couldn't help themselves. They knew it was too good haha"
@themattharbaugh Avatar @themattharbaugh on X 2025-07-22 16:03:16 UTC 2929 followers, XXX engagements

"Bill Ackman on investing in $FNMA $FMCC "President Trump has publicly committed to privatizing Fannie and Freddie. we believe Fannie and Freddie common shares will be worth a large multiple of today's trading prices if this likely privatization path occurs.""
@themattharbaugh Avatar @themattharbaugh on X 2025-07-09 11:06:22 UTC 2932 followers, 18.2K engagements

"Akre Focus Fund top XX holdings as of Q2 2025 $CSU $MA $V $BN $KKR $MCO $ROP $TOI $CSGP $ORLY"
@themattharbaugh Avatar @themattharbaugh on X 2025-07-16 11:02:25 UTC 2932 followers, 5541 engagements

"Bill Nygren of Oakmark Select Fund on $GOOGL valuation "We believe the potential payoff from these investments across each of Alphabets business units remains underappreciated. After adjusting for the value of Google Cloud and Alphabets Other Bets we believe the Search YouTube and Android businesses are being valued at a low-teens price-to-earnings (P/E) multiple. We still see this as an attractive valuation.""
@themattharbaugh Avatar @themattharbaugh on X 2025-07-22 12:06:29 UTC 2932 followers, 11.1K engagements

"Posted a short newsletter sharing Polen Capital's thoughts on global compounders $ASML $LVMH $MC.PA $MELI $CSL Find it here"
@themattharbaugh Avatar @themattharbaugh on X 2025-07-05 12:06:27 UTC 2928 followers, 1743 engagements

"@WisedelCapital No there is not much more detail on why they trimmed $PAYC unfortunately"
@themattharbaugh Avatar @themattharbaugh on X 2025-07-22 02:05:08 UTC 2932 followers, XX engagements

"Bill Nygren buys $CRL $ICLR & $CRM Trimmed $KDP & $PAYC Added to $FCNA & $ABNB"
@themattharbaugh Avatar @themattharbaugh on X 2025-07-21 11:02:26 UTC 2932 followers, 2086 engagements

"Sequoia Fund Top XX Holdings as of Q1 2025 $RR.L $CSU $FWONK $SCHW $UMG $ELV $GOOGL $ICE $UNH $ERF"
@themattharbaugh Avatar @themattharbaugh on X 2025-04-30 18:00:25 UTC 2934 followers, 5011 engagements

"Lindsell Train top XX holdings as of May 2025 $RELX $NTDOY $LSEG $DGE $TKO $INTU $DIS $UMG $ULVR $GOOG $GOOGL"
@themattharbaugh Avatar @themattharbaugh on X 2025-06-12 17:36:27 UTC 2936 followers, 3882 engagements

"Bristlemoon Capital invested in $CRM in 2Q25 Here is why they invested in $CRM "The current share price allows us to treat Agentforce as a call option as opposed to a relying upon its success as a key driver for us to get paid from the investment. The stock trades on just 17x free cash flow which we believe could positively re-rate to the extent that Salesforce continues to gain traction with Data Cloud and Agentforce and prove itself as a genuine AI-contender.""
@themattharbaugh Avatar @themattharbaugh on X 2025-07-17 12:06:24 UTC 2932 followers, 5018 engagements