#  @41investments 41investments 41investments posts on X about $amzn, asml, $adbe, meta the most. They currently have [---] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1567946565800665088/interactions)  - [--] Week [------] +128% - [--] Month [------] +176% - [--] Months [-------] +291% - [--] Year [-------] -24% ### Mentions: [--] [#](/creator/twitter::1567946565800665088/posts_active)  - [--] Week [--] +170% - [--] Month [---] +88% - [--] Months [---] +238% - [--] Year [---] -38% ### Followers: [---] [#](/creator/twitter::1567946565800665088/followers)  - [--] Week [---] +2.20% - [--] Month [---] +23% - [--] Months [---] +36% - [--] Year [---] +48% ### CreatorRank: [---------] [#](/creator/twitter::1567946565800665088/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [automotive brands](/list/automotive-brands) [luxury brands](/list/luxury-brands) [countries](/list/countries) [social networks](/list/social-networks) [fashion brands](/list/fashion-brands) [currencies](/list/currencies) **Social topic influence** [$amzn](/topic/$amzn) #600, [asml](/topic/asml), [$adbe](/topic/$adbe) #62, [meta](/topic/meta), [ai](/topic/ai), [$asml](/topic/$asml), [$spot](/topic/$spot), [amzn](/topic/amzn), [msft](/topic/msft), [$nvda](/topic/$nvda) **Top accounts mentioned or mentioned by** [@finchatio](/creator/undefined) [@fiscalai](/creator/undefined) [@qualityinvest5](/creator/undefined) [@stockmktnewz](/creator/undefined) [@bourboncap](/creator/undefined) [@fromvalue](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@ccmbrett](/creator/undefined) [@wolfofharcourt](/creator/undefined) [@qualitystocksa](/creator/undefined) [@dividendtalks](/creator/undefined) [@dividenddudex](/creator/undefined) [@thexcapitalist](/creator/undefined) [@ecommerceshares](/creator/undefined) [@alc2022](/creator/undefined) [@longequity](/creator/undefined) [@mrderivatives](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@eugenengvcap](/creator/undefined) [@thetranscript](/creator/undefined) **Top assets mentioned** [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Adobe, Inc. (ADBE)](/topic/$adbe) [Spotify Technology (SPOT)](/topic/$spot) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Salesforce Inc (CRM)](/topic/$crm) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Advanced Micro Devices (AMD)](/topic/$amd) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [American Express Company (AXP)](/topic/$axp) [Metadium (META)](/topic/$meta) [Microsoft Corp. (MSFT)](/topic/$msft) [Mastercard, Inc. (MA)](/topic/$ma) [British American Tobacco (BTI)](/topic/$bti) [Expedia Group Inc (EXPE)](/topic/$expe) [Arista Networks Inc (ANET)](/topic/$anet) [Tesla, Inc. (TSLA)](/topic/$tsla) [Ferrari N.V. (RACE)](/topic/$race) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Markel, Corp. (MKL)](/topic/$mkl) [Axcelis Technologies Inc (ACLS)](/topic/$acls) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Starbucks Corporation (SBUX)](/topic/$sbux) [Fortinet Inc (FTNT)](/topic/$ftnt) [MercadoLibre Inc (MELI)](/topic/$meli) [Evotec SE (EVO)](/topic/$evo) [Basic Attention (BAT)](/topic/$bat) [InMode Ltd. Ordinary Shares (INMD)](/topic/$inmd) [Alibaba Group (BABA)](/topic/$baba) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Netflix Inc (NFLX)](/topic/nflx) [Now Coin (NOW)](/topic/$now) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Apple, Inc. (AAPL)](/topic/$aapl) [Bitcoin (BTC)](/topic/$btc) [Intel Corporation (INTC)](/topic/$intc) [Figma, Inc. (FIG)](/topic/$fig) [Nike Inc (NKE)](/topic/$nke) [Intuit Inc. (INTU)](/topic/$intu) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Workday Inc (WDAY)](/topic/$wday) [Booking Holdings Inc (BKNG)](/topic/$bkng) [SPX6900 (SPX)](/topic/$spx) [SafeMoon (SFM)](/topic/$sfm) [Ethereum (ETH)](/topic/$eth) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Oxygen (OXY)](/topic/$oxy) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [CAVA Group, Inc. (CAVA)](/topic/$cava) [Brookfield Corporation (BN)](/topic/$bn) [GM (GM)](/topic/$gm) [SAP SE (SAP)](/topic/$sap) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Altria Group Inc (MO)](/topic/$mo) [TripAdvisor, Inc. (TRIP)](/topic/$trip) [Oracle Corporation (ORCL)](/topic/$orcl) [Exxon Mobil (XOM)](/topic/$xom) [DisChain (DIS)](/topic/$dis) ### Top Social Posts Top posts by engagements in the last [--] hours "1/8 Lets dive into $OLED (Universal Display Corp.) today and lets have a look what all of these items on the picture have in common. You guessed it right: They are all based on OLED technology" [X Link](https://x.com/41investments/status/1569026886503731202) 2022-09-11T18:15Z [---] followers, [--] engagements "1/5 Today I have a relatively unknown company for you: GoDaddy. $GDDY is mainly active in web-domain handling and registration or in other words: web hosting. GoDaddy describes it best: #stocks #investing #research Follow me and like this 🧵if you want to see more like these" [X Link](https://x.com/41investments/status/1614256795198824450) 2023-01-14T13:43Z [---] followers, [---] engagements "If you are wondering how to find great companies and therefore great investments check out the manual which I have published on my Substack. There are [--] types of companies. Learn more about them here:👇 $ADBE $MO $MSFT $T $BBBY $SPY $QQQ https://41investments.substack.com/p/how-to-identify-outstanding-companies https://41investments.substack.com/p/how-to-identify-outstanding-companies" [X Link](https://x.com/41investments/status/1633494147003736064) 2023-03-08T15:45Z [---] followers, [---] engagements "Mohnish Pabrai on his investment in $BN $BAM. Brookfield Corp $BN looks very interesting with a forward P/E of [---] and a huge discount to its current NAV. https://youtu.be/ncYdcZEnH7Et=1637 https://youtu.be/ncYdcZEnH7Et=1637" [X Link](https://x.com/41investments/status/1633837830664495105) 2023-03-09T14:31Z [---] followers, [----] engagements "Starbucks $SBUX no matter where it is always busy. There's a Starbucks in every little town. Even most of the iced coffee in the supermarkets is from Starbucks. A single bottle costs here about 4$ and after some testing I have to say that the Starbucks iced coffees are the best" [X Link](https://x.com/41investments/status/1653571265532420096) 2023-05-03T01:24Z [---] followers, [--] engagements "Chipotle $CMG: I'm becoming a real fan of the brand. Fresh and high-quality food and at a relatively good price. I have been to Chipotle several times and will go again. The stock is unfortunately still missing from my portfolio and at current prices I won't be buying it either" [X Link](https://x.com/41investments/status/1653571267327578112) 2023-05-03T01:24Z [---] followers, [--] engagements "Five Below $FIVE: I noticed the stores for the first time consciously. The company seems to be expanding" [X Link](https://x.com/41investments/status/1653571274730512386) 2023-05-03T01:24Z [---] followers, [--] engagements "Without this strong interest income net income would have been negative in Q1/23. There is now 10Bn of cash on the balance sheet plus 7.7Bn of restricted cash held on behalf of customers" [X Link](https://x.com/41investments/status/1656975591466319880) 2023-05-12T10:52Z [---] followers, [--] engagements "$ATVI Activision Blizzard has 12.5Bn in cash and short-term investments and earned 126m in Q1/23. In Q1/22 it was only 1m" [X Link](https://x.com/41investments/status/1656975593014001664) 2023-05-12T10:52Z [---] followers, [--] engagements "$AYX Alteryx manages to grow the expenses a lot faster than the revenue. While the top line is growing very nicely and doubled revenue in the last three years unfortunately the operating expenses almost tripled. SBC make up more than 1/4 of the revenue🤡" [X Link](https://x.com/41investments/status/1658466347746201601) 2023-05-16T13:36Z [---] followers, [---] engagements "Time for my second Weekly Notes with thoughts on $AYX $ABNB $SPLK $GPN and many more" [X Link](https://x.com/41investments/status/1659950882312650753) 2023-05-20T15:55Z [---] followers, [--] engagements "Find my deep dive on Markel $MKL on my substack. Link below There is a good reason why it is called the mini Berkshire Hathaway $BRK.A $BRK.B" [X Link](https://x.com/41investments/status/1664992291658817536) 2023-06-03T13:47Z [--] followers, [---] engagements "Weekly Notes #4 is out: To learn more about $S earnings cool charts about $AAPL and $TSM and a nice interview with $BN CEO check out my substack https://open.substack.com/pub/41investments/p/weekly-notes-4r=1d48v3&utm_campaign=post&utm_medium=web https://open.substack.com/pub/41investments/p/weekly-notes-4r=1d48v3&utm_campaign=post&utm_medium=web" [X Link](https://x.com/41investments/status/1665267538463272961) 2023-06-04T08:01Z [---] followers, [---] engagements "Weekly Notes #5 is out. With thoughts on the market $SPY $QQQ and these companies: $EXPE $S $CRWD $TSM. Check it out here: https://41investments.substack.com/p/weekly-notes-5utm_source=twitter&sd=pf https://41investments.substack.com/p/weekly-notes-5utm_source=twitter&sd=pf" [X Link](https://x.com/41investments/status/1668545701024808960) 2023-06-13T09:07Z [---] followers, [---] engagements "When I posted my deep dive on Adobe $ADBE was trading at 335$. On Friday it was at [---] or 55% higher. Subscribe to my substack for more gems 💎like $ADBE $DOCN or $MKL" [X Link](https://x.com/41investments/status/1671185949982613505) 2023-06-20T15:59Z [--] followers, [---] engagements "@paulgabrail I believe $ADBE is now fairly priced but far from the bargain it was in May. In my deep dive I wrote about why Adobe is a good long term holding. Find the article here:" [X Link](https://x.com/41investments/status/1671191598523117569) 2023-06-20T16:21Z [---] followers, [--] engagements "If you want to know why $EXPE could be an interesting investment with an EV/FCF of [---] check out the free deep dive on my substack:👇✈ $BKNG $ABNB $SPY $QQQ $TRIP $TCOM" [X Link](https://x.com/41investments/status/1671894428682964994) 2023-06-22T14:57Z [---] followers, [--] engagements "@TintinCapital It's for sure very interesting. I did a fundamental deep dive on my substack about $EXPE today:" [X Link](https://x.com/41investments/status/1671894768278986756) 2023-06-22T15:45Z [---] followers, [--] engagements "Check out my free fundamental deep dive on British American Tobacco and learn why it could be an interesting investment opportunity👇 $BTI $BATS $MO $PM $IMB $SPY $QQQ" [X Link](https://x.com/41investments/status/1674056174629470208) 2023-06-28T14:15Z [--] followers, [--] engagements "Check out my newest fundamental deep dive into $INMD and learn why InMode could be a nice addition to your portfolio👇 Former deep dives include: $EXPE $ADBE $MKL $BTI you can find them here: $SPY $QQQ" [X Link](https://x.com/41investments/status/1679863818422296576) 2023-07-14T14:41Z [--] followers, [---] engagements "Peter Lynch summarizes it perfectly. And that's why I write deep dive into stocks on my substack: Know what you buy:👇 Find deep dives on $ADBE $MKL $INMD $BAT $BTI $EXPE $PLUS.L $QQQ $SPY "Know what you own and know why you own it." -Peter Lynch Lynchs single biggest principle: https://t.co/AssIt12uME "Know what you own and know why you own it." -Peter Lynch Lynchs single biggest principle: https://t.co/AssIt12uME" [X Link](https://x.com/41investments/status/1682358220705202178) 2023-07-21T11:53Z [---] followers, [---] engagements "Find my newest deep dive on Amadeus FiRe $AAD.DE which is trading at an EV/FCF of [---] in the link below. Past deep dives included $ADBE $INMD $MKL $BTI $EXPE $SPY $QQQ $DAX" [X Link](https://x.com/41investments/status/1686786787031629832) 2023-08-02T17:11Z [---] followers, [---] engagements "Check out my fundamental deep dive into American Express $AXP here: $V $MA Previous deep dives included $ADBE $MKL $INMD $EXPE $AAD.DE $BTI $BAT" [X Link](https://x.com/41investments/status/1688186852593807360) 2023-08-06T13:54Z [---] followers, [---] engagements "My thoughts on $ADYEN: Revenue continues to grow but margins are under pressure especially in the US. Adyen is increasing headcount however I am surprised by the extreme increase in salaries. Salaries have almost doubled since HY1 [----] and will continue to rise" [X Link](https://x.com/41investments/status/1693915413288034573) 2023-08-22T09:18Z [---] followers, [---] engagements "Due to the increased interest rate environment Adyen has earned 93m in interest compared to 2m in HY [----]. Similar to $PYPL $EXPE or $ABNB $Adyen benefits from high cash balance. Adyen itself reports positive FCF for HY2023 although it is actually negative" [X Link](https://x.com/41investments/status/1693915414781149203) 2023-08-22T09:18Z [---] followers, [---] engagements "$Adyen uses EBITA-capex but I stick to the conventional formula OCF-capex. With a market cap of 24.9bn less cash of 6.4bn Adyen comes to an EV of [----]. With a Net Income of 308m in the last [--] months we come to an EV/E of [--] or an EV/FCF of 19.7" [X Link](https://x.com/41investments/status/1693915416165298583) 2023-08-22T09:18Z [--] followers, [---] engagements "Thus $Adyen is fairly valued but by far not the bargain that many assume after the 50% share price drop. Check out my substack for deepvies on: $AXP $EXPE $BIT $BAT $MKL $INMD $ADBE" [X Link](https://x.com/41investments/status/1693915417612370219) 2023-08-22T09:18Z [---] followers, [---] engagements "This Markel $MKL business breakdown is a must listen if you want to learn more about the business: If you want to learn more about it as an investment read this fundamental deep dive:👇 $BRK.A $BRK.B $QQQ $SPY" [X Link](https://x.com/41investments/status/1698976560689053912) 2023-09-05T08:29Z [---] followers, [---] engagements "At $GDDY you can see what happens when you don't have a fixed interest rate on debt. The interest rates are linked to the Fed Rate. The2027 Term Loans went from 4.3% in December [----] 7.1% in June [----]. On the [----] Term Loans it even went from 4.1% to 8.5%" [X Link](https://x.com/41investments/status/1699065278494314684) 2023-09-05T14:21Z [--] followers, [--] engagements "This represents a dramatic increase in interest expense. With a slightly declining debt level interest expenses have increased from 36m in Q3/22 to 46m in Q2/23. With 3.8Bn debt at 888m TTM FCF it will take a while to pay back the debt. $GDDY" [X Link](https://x.com/41investments/status/1699065280713085067) 2023-09-05T14:21Z [---] followers, [--] engagements "I've spent countless hours on the fundamental deep dives into these companies: $AXP $MKL $ADBE $INMD $AAD.DE $EXPE $BTI $BAT check out the analyses on my substack 👇" [X Link](https://x.com/41investments/status/1699145970250829951) 2023-09-05T19:42Z [---] followers, [---] engagements "1/3 Since today is September [--] and the $ATVI $MSFT merger has not yet gone through $ATVI will receive [---] billion if the deal is not final on October [--]. This is equivalent to 6.2% cash on today's market cap. Find interesting analyses of companies here" [X Link](https://x.com/41investments/status/1702690051325358572) 2023-09-15T14:25Z [---] followers, [--] engagements "2/3 $ATVI shareholders either get $95 per share or keep a company that will have $14.5 billion in cash afterwards. Currently $ATVI has [--] billion more cash than debt. If the merger goes through you will get 3% interest on today's price or an annualized return of 33%" [X Link](https://x.com/41investments/status/1702690053338583187) 2023-09-15T14:25Z [---] followers, [---] engagements "3/3 $ATVI interest income has been rising steadily in the recent quarters and will continue to do so. To find articles about interesting investment opportunities check out my substack: $ADBE $EXPE $AXP $INMD $BTI $BAT $QQQ $SPY https://41investments.substack.com/ https://41investments.substack.com/" [X Link](https://x.com/41investments/status/1702690054848512412) 2023-09-15T14:25Z [---] followers, [---] engagements "@DividendDynasty Then you should check out my fundamental deep dive on $MKL 🙂" [X Link](https://x.com/41investments/status/1703799255633211403) 2023-09-18T15:52Z [---] followers, [--] engagements "1/2 $CRWD presented its targets for the next years in yesterday's investor briefing ARR 2.9bn to ARR 10bn in the next 5-7 years. And in the next 3-5 year: EBIT margin of 28-32% (currently negative) FCF margin of 34-38%. (currently 32%)" [X Link](https://x.com/41investments/status/1704805568446185548) 2023-09-21T10:31Z [--] followers, [---] engagements "2/2 If these targets are met then $CRWD is cheap at current levels. If you are interesting in fundamental deep dives then check out my substack with deep dives on👇 $AXP $MKL $ADBE $INMD $AAD.DE $EXPE $BTI $BAT" [X Link](https://x.com/41investments/status/1704805570350350370) 2023-09-21T10:31Z [---] followers, [---] engagements "$BTI: EV/Earnings = [----] EV/FCF = [---] Debt/(FCF less dividend) = [---] $MO: EV/Earnings = [----] EV/FCF = [----] Debt/(FCF less dividend) = [----] Find a deep dive on $BTI $BAT here: 👇" [X Link](https://x.com/41investments/status/1704806811902034274) 2023-09-21T10:36Z [---] followers, [---] engagements "Check out my $EVO deep dive on my substack: Former deep dives include: $ADBE $MKL $BTI $AAD.DE $EXPE $AXP $QQQ $SPY $DAX" [X Link](https://x.com/41investments/status/1713862224370860073) 2023-10-16T10:19Z [---] followers, [---] engagements "1/3 American Express $AXP reported strong numbers on Friday. Q3 revenue grew 10.7% year-over-year. Increased revenue and the rising interest rate environment have increased loan loss provisions but these have been more than offset by strong revenue" [X Link](https://x.com/41investments/status/1716888360218997088) 2023-10-24T18:44Z [--] followers, [--] engagements "2/3 $AXP 's well-heeled clientele provides for much lower provisions than its peers. EPS grew 34% YoY and the full-year outlook was confirmed. Anyone who gets the idea to sell the stock after the numbers should visit his optician again" [X Link](https://x.com/41investments/status/1716888362068639871) 2023-10-24T18:44Z [--] followers, [--] engagements "3/3 Check out my deep dive on $AXP to learn more about the company and why it could be an interesting time to invest now:👇 $V $MA $SQ $QQQ $SPY" [X Link](https://x.com/41investments/status/1716888363805081785) 2023-10-24T18:44Z [--] followers, [---] engagements "Find my update on the Q3 numbers of $EVO in my previously published deep dive on my substack and let me know what you think about the Q3 numbers:👇 $MGM $PENN $LVS $VICI $DKNG $SPY $QQQ" [X Link](https://x.com/41investments/status/1718614814623220091) 2023-10-29T13:04Z [--] followers, [---] engagements "Find my newest deep dive on $TPL on my substack and learn why this company is a great play in the Permian Basin:👇👇 Let me know what you think Previous deep dives include $EXPE $ADBE $INMD $MKL $BAT $BTI $EVO $AXP" [X Link](https://x.com/41investments/status/1720546799084032405) 2023-11-03T21:01Z [---] followers, [---] engagements "@borrowed_ideas Congrats for the move. If you come by Texas you can check out $TPL. I finished my deep dive yesterday:" [X Link](https://x.com/41investments/status/1720751273899655444) 2023-11-04T10:34Z [---] followers, [---] engagements ""In fact I invested approximately my entire after-tax salary for Markel Group during the quarter to purchase shares in the open market." said Tom Gayner CEO of $MKL. Learn more about the business in my deep dive 👇👇" [X Link](https://x.com/41investments/status/1721128778795995223) 2023-11-05T11:34Z [---] followers, [---] engagements "@BarrySchwartzBW $EXPE including the customer funds. $ABNB is similar in this regard. I wrote about it here why $EXPE is at a very interesting level:" [X Link](https://x.com/41investments/status/1721931360040821115) 2023-11-07T16:43Z [--] followers, [--] engagements "You know the American Express credit cards but do you know the underlying business and stock Check out my deep dive to learn more about it here $AXP $V $MA 👇" [X Link](https://x.com/41investments/status/1722713594540749082) 2023-11-09T20:31Z [--] followers, [--] engagements "Since writing my deep dive on $ADBE the stock is up 72%🚀 Here is the original analysis: To find more gems check out my substack with deep dives on $AXP $EVO $EXPE $MKL $BTI $AAD.DE $QQQ $SPY $NDX" [X Link](https://x.com/41investments/status/1722965630322692534) 2023-11-10T13:13Z [---] followers, [---] engagements "My newest deep dive is out and I am happy to share it with you🥳 Learn more about $MELI and how it works here:👇👇 Previous deep dives include: $TPL $ADBE $AXP $EVO $EXPE $MKL $BTI $AAD.DE $QQQ $SPY $BTC $ETH" [X Link](https://x.com/41investments/status/1728435444436906424) 2023-11-25T15:28Z [---] followers, [---] engagements "@DevinLaSarre I recently wrote about $BTI $BAT and how insanely profitable it is" [X Link](https://x.com/41investments/status/1728876428949860768) 2023-11-26T20:40Z [--] followers, [---] engagements "@wolfofharcourt It seems like that the two of us @wolfofharcourt have quite some overlap in our investment research. I wrote about $EVO recently and why it is at a very interesting level right now. Let me know what you think:" [X Link](https://x.com/41investments/status/1729527463078686788) 2023-11-28T15:47Z [--] followers, [---] engagements "Fascinating data from Omdia Research on the shipments of $NVDA flagship H100 GPU. $META and $MSFT leading by a mile followed by $GOOGL $AMZN $ORCL and $TSLA. If you want to find interesting investment opportunities check out my substack 👇" [X Link](https://x.com/41investments/status/1730527657798909961) 2023-12-01T10:01Z [--] followers, [---] engagements "@AlecStapp Not that many. I wrote about $TPL which is one of the companies profiting strongly from this boom in US oil production:" [X Link](https://x.com/41investments/status/1730586032519668105) 2023-12-01T13:53Z [---] followers, [---] engagements "@SteadyCompound $EXPE is also at a very interesting level at the moment" [X Link](https://x.com/41investments/status/1730964570305364283) 2023-12-02T14:58Z [--] followers, [--] engagements "@Brian_Stoffel_ I just published a stock analysis of $MELI including a fundamental deep dive. You can find it here:" [X Link](https://x.com/41investments/status/1731256576042774811) 2023-12-03T10:18Z [--] followers, [--] engagements "@ClarkSquareCap Congrats What would you say was the main driver of readers to your Substack" [X Link](https://x.com/41investments/status/1731587705853669517) 2023-12-04T08:14Z [--] followers, [--] engagements "@InvestInAssets I was also quite surprised how strongly $EVO is growing. I wrote about the stock and the company in detail here:" [X Link](https://x.com/41investments/status/1734563934735081629) 2023-12-12T13:20Z [---] followers, [---] engagements "@TMTMoats Amazing for $AMZN. $MELI is also working on gaining revenue from advertising. Check out this deep dive into $MELI" [X Link](https://x.com/41investments/status/1736348893632213287) 2023-12-17T11:33Z [--] followers, [--] engagements "Always keep this in mind when investing: If you are looking in what stocks to hold in the long run then check out my substack $ADBE $MKL $MELI $TPL $EXPE $AXP $EVO $BTI $SPY $VOO $QQQ $BTC $ETH" [X Link](https://x.com/41investments/status/1739212530029932721) 2023-12-25T09:12Z [---] followers, [---] engagements "My Portfolio is up 31% 🚀 this year with a large cash position which had a negative impact on performance. These liquid funds give me the chance to invest in upcoming opportunities when they arrive. You will find them here $QQQ $SPY $MSFT $APPL $BTC $ETH" [X Link](https://x.com/41investments/status/1741184050482536955) 2023-12-30T19:46Z [---] followers, [--] engagements "Find my newest deep dive on $FTNT here and learn more about the company and the stock.👇👇 $PANW $S $QLYS $CRWD $ZS $OKTA $SPY $QQQ $BTC $ETH Former deep dives include: $ADBE $MKL $MELI $TPL $EVO $EXPE $BTI $BAT $AXP" [X Link](https://x.com/41investments/status/1742229989439775086) 2024-01-02T17:02Z [---] followers, [---] engagements "In case you are interested in cyber security companies check out Fortinet $FTNT. I wrote in detail about Fortinet and the stock here:👇💻 Fortinet is in the same interesting industry as $PANW $ZS $S $OKTA $CRWD $CSCO" [X Link](https://x.com/41investments/status/1742552120044269577) 2024-01-03T14:22Z [--] followers, [---] engagements "Here is an overview of how the stocks of my published deep dives performed since I posted the analyses. In the following tweets you will see a short description of what happened $ADBE +68% $EXPE +39% $AXP +15% $AAD.DE +9% $EVO +8% $MKL +5% $MELI +0% $BTI -9% $TPL -14% $INMD -53%" [X Link](https://x.com/41investments/status/1744375734683017438) 2024-01-08T15:09Z [---] followers, [----] engagements "Keep in mind that I am investing for many years to come. Apart from $INMD the evaluation of the company itself has not changed. None of this is financial advice. Do your own due diligence" [X Link](https://x.com/41investments/status/1744375736570413539) 2024-01-08T15:09Z [--] followers, [---] engagements "Adobe $ADBE behaved as expected and performed with +68% accordingly. Here is my analysis which I published on the 14th of May" [X Link](https://x.com/41investments/status/1744375738797625697) 2024-01-08T15:09Z [---] followers, [---] engagements "Expedia $EXPE followed up strong earnings with a massive share buyback program. Please show us more of this. Here is my analysis which I published on the 22nd of June. $SPY $QQQ" [X Link](https://x.com/41investments/status/1744375742236930209) 2024-01-08T15:09Z [---] followers, [---] engagements "American Express $AXP is trending towards its historical normal valuation. Here is my analysis which I published on the 6th of August. $SPY $QQQ" [X Link](https://x.com/41investments/status/1744375744803836359) 2024-01-08T15:09Z [---] followers, [--] engagements "Evolution AB $EVO keeps posting impressive numbers. There is a lot more room to grow. Here is my analysis which I published on the 16th of October. $SPY $QQQ" [X Link](https://x.com/41investments/status/1744375749748887698) 2024-01-08T15:09Z [---] followers, [---] engagements "Markel $MKL keeps grinding. I believe that Tom Gayner will continue to perform at an outstanding level. Here is my analysis which I published on the 3rd of June. $SPY $QQQ" [X Link](https://x.com/41investments/status/1744375751997030831) 2024-01-08T15:09Z [---] followers, [---] engagements "Mercado Libre $MELI is a very recent analysis so nothing much has changed since I published it on the 25th of November: $SPY $QQQ" [X Link](https://x.com/41investments/status/1744375754467545569) 2024-01-08T15:09Z [---] followers, [---] engagements "British American Tobacco $BTI $BAT lost some ground based on the amortization of its brands. This has no impact on the FCF and therefore is not of my concern. You'll get paid a handsome 10% dividend yield for waiting. Find my analysis here: $SPY $QQQ https://41investments.substack.com/p/british-american-tobacco https://41investments.substack.com/p/british-american-tobacco" [X Link](https://x.com/41investments/status/1744375756614946916) 2024-01-08T15:09Z [---] followers, [---] engagements "Texas Pacific Land $TPL lost some ground due to the falling oil price. The oil price will at some point go up again and $TPL will profit. Find my analysis from the 3rd of November here: $SPY $QQQ https://41investments.substack.com/p/texas-pacific-land-deep-dive https://41investments.substack.com/p/texas-pacific-land-deep-dive" [X Link](https://x.com/41investments/status/1744375759374835945) 2024-01-08T15:09Z [---] followers, [---] engagements "Wow this is amazing. A man of true vision. As an investor I am just hoping that $NVDA is finally coming back to a reasonable price. I would much rather buy $FTNT at these prices. Why You can find my analysis here:👇👇 Just pulled the [----] Nvidia Annual Report. Look at what Jensen was saying about phones and the future [--] years ago. Instead I was buying Blackberry lol $NVDA closed the year at 3.46$ https://t.co/Hj4ax0XhAd Just pulled the [----] Nvidia Annual Report. Look at what Jensen was saying about phones and the future [--] years ago. Instead I was buying Blackberry lol $NVDA closed the year" [X Link](https://x.com/41investments/status/1745405290772578647) 2024-01-11T11:20Z [---] followers, [---] engagements "@Quartr_App @carlquintanilla @KellyCNBC @DisruptorStocks @shambhavi @DineroCOP @4ki4 @mtucreativity @jennablan @KarenKKwok @IFB_podcast There will be more consolidation in the cyber security market. Fortinet $FTNT could be one of the buyers. I wrote about the company in detail here" [X Link](https://x.com/anyuser/status/1745482796439642595) 2024-01-11T16:28Z [--] followers, [--] engagements "@Stock_Opine @ftr_investors @MoS_Investing @InvestInAssets @simpleinvest01 @Quality_stocksA @Stock_Inf0 @cdeltac @DavidCoxRJ @OwnerMentality @TalkMarkets Nice one. I wrote about $EXPE in detail before the stock repurchase program was announced. I believe it's still attractive at these levels" [X Link](https://x.com/41investments/status/1745554250942300410) 2024-01-11T21:12Z [---] followers, [--] engagements "@StockSavvyShay I've just recently written a detailed analysis about $MELI. You can find it here 🙂" [X Link](https://x.com/41investments/status/1745895708262092973) 2024-01-12T19:49Z [---] followers, [--] engagements "@FundasyInvestor Congrats I'm working towards the same goal. Where did the majority of your growh come from" [X Link](https://x.com/41investments/status/1746174507784589412) 2024-01-13T14:16Z [---] followers, [--] engagements "The yield curve for US Treasuries is looking interesting again. The short term funds are a great way to park money while you wait for amazing investing opportunities. You can find these opportunities for example on my substack. $SPY $QQQ $SPX $TSLA" [X Link](https://x.com/41investments/status/1746197899543810246) 2024-01-13T15:49Z [---] followers, [---] engagements "Let's have a look at the valuation of the leading cyber security companies. I am looking at the EV/FCF and I deducted SBC from the FCF 🟢 $FTNT [--] 🟠 $QLYS [----] 🟠 $PANW [----] 🔴 $CRWD [---] Fortinet is currently fairly valued. Learn more about it here:" [X Link](https://x.com/41investments/status/1746226444005417242) 2024-01-13T17:43Z [---] followers, [---] engagements "Is now the time for large stock purchases I say no. But NOW is the time to learn about great companies and then buy them when they are sold for now reason. One of these interesting companies is $FTNT Why Learn more here $SPX $SPY $QQQ $CRWD $PANW" [X Link](https://x.com/41investments/status/1746505559229030837) 2024-01-14T12:12Z [---] followers, [---] engagements "You want an example of pricing power Check out the recent price increase of Youtube Premium. I bet most of you are willing to pay more because Youtube is an essential part of your free time. To find more companies with pricing power check $GOOG $AAPL" [X Link](https://x.com/41investments/status/1746547134621474994) 2024-01-14T14:57Z [---] followers, [--] engagements "It's not the cheap stocks that get you into trouble. It's the cheap stocks that ain't cheap. Like $GM which has been trading at a PE of [--] in the last 5y but has gone nowhere. It's better to buy great companies. You can find these on my substack $SPY $SPX" [X Link](https://x.com/41investments/status/1746915178631909839) 2024-01-15T15:20Z [--] followers, [--] engagements "@StockSavvyShay I just published a deep dive on Fortinet. You can find it here" [X Link](https://x.com/41investments/status/1747299446851805206) 2024-01-16T16:47Z [---] followers, [--] engagements "Car companies such as $F $GM are notoriously bad investments. Why is that Their capital expenses consume most of the cash flow they generate. Its better to invest in capital light businesses such as $FTNT $SPX $SPY $QQQ" [X Link](https://x.com/41investments/status/1747628391891718248) 2024-01-17T14:34Z [---] followers, [---] engagements "Not all Free Cash flow is created equally. $ZM FCF (blue) is gone once you subtract SBC (black). $FTNT still has plenty of FCF (green) left once you deduct SBC (orange). ➡ invest in strong FCF generating companies like Fortinet. Find my analysis here" [X Link](https://x.com/41investments/status/1747646831255830975) 2024-01-17T15:47Z [---] followers, [--] engagements "Guess which company shows these strong numbers❓ Hint: it's not $PYPL $ADYEN $V $AXP or $MA. You will find this great company with a in depth article on my substack:" [X Link](https://x.com/anyuser/status/1747713001510342861) 2024-01-17T20:10Z [--] followers, [---] engagements "You can bet that they are customer of $FTNT JP MORGAN SAYS HACKERS NOW TRY TO HACK JP MORGAN [--] BILLION TIMES EVERY SINGLE DAY JP MORGAN NOW SPENDS OVER $15 BILLION A YEAR ON TECH TO PREVENT HACKS $JPM JP MORGAN SAYS HACKERS NOW TRY TO HACK JP MORGAN [--] BILLION TIMES EVERY SINGLE DAY JP MORGAN NOW SPENDS OVER $15 BILLION A YEAR ON TECH TO PREVENT HACKS $JPM" [X Link](https://x.com/41investments/status/1747739110498861077) 2024-01-17T21:54Z [---] followers, [--] engagements "@LogicalThesis Plus the increased interest rate environment is nicely showing in their income statement and driving up the net income" [X Link](https://x.com/41investments/status/1747932327466983705) 2024-01-18T10:41Z [---] followers, [--] engagements "This is the point in time when I published my Adobe $ADBE deep dive. We're up some smooth 78% since then. 🚀 If you are interested in setups like this follow me on substack to receive fundamental research on companies $SPX $SPY $QQQ $TSLA $BTC" [X Link](https://x.com/41investments/status/1747937224627294297) 2024-01-18T11:01Z [---] followers, [---] engagements "The oil price $WTI will go up and down. $TPL Texas Pacific Land will continue to outperform the commodity market. If you want to profit from rising oil prices check out $TPL. You can find my analysis here: $XOM $CVX $SHEL $BP https://41investments.substack.com/p/texas-pacific-land-deep-dive https://41investments.substack.com/p/texas-pacific-land-deep-dive" [X Link](https://x.com/41investments/status/1747953165842907214) 2024-01-18T12:04Z [---] followers, [---] engagements "$IRBT business has been struggling for years now. Revenue gross margins and net income has been falling since years. $AMZN is probably happy to not have to buy the company in the end. Its better to invest in great companies such as $FTNT or $ADBE" [X Link](https://x.com/41investments/status/1748324894226465020) 2024-01-19T12:41Z [---] followers, [---] engagements "@StockSavvyShay I've just recently written about $MELI and I am very impressed with the company. You can find my analysis here" [X Link](https://x.com/41investments/status/1748325666402054246) 2024-01-19T12:44Z [---] followers, [--] engagements "Cybercrime will skyrocket in the next years. How can you profit from this trend without becoming a criminal🤔 You can invest in cyber security companies like $PANW $FTNT $ZS $CRWD. To learn more about Fortinet check out my in depth research" [X Link](https://x.com/41investments/status/1748359621213905003) 2024-01-19T14:59Z [---] followers, [--] engagements "This could be the moment in time when $PYPL finally makes a comeback. With an EV/net income of [----] strong FCF and a continuous buyback program the stock is strongly undervalued. Mark this moment👀👀" [X Link](https://x.com/41investments/status/1748367654107144197) 2024-01-19T15:31Z [---] followers, [---] engagements "Something to keep an eye on with $PYPL is the Interest And Investment Income segment. Due to the increased interest rate environment and the high amount of money kept on behalf of users Paypal earns now very well on these. Just like $MELI" [X Link](https://x.com/41investments/status/1748418915099635948) 2024-01-19T18:55Z [---] followers, [---] engagements "Purely holding a stock for its dividend is never a great idea. $WBA shows that a dividend aristocrat can loose you money over the long run. It's better to invest in sound businesses like $V $MA $ADBE $FTNT $MSFT $AAPL $META You will find more here ➡➡" [X Link](https://x.com/41investments/status/1748783123154829683) 2024-01-20T19:02Z [---] followers, [---] engagements "@Quality_stocksA nice one. Make sure to check out $FTNT as well. I wrote about the company recently" [X Link](https://x.com/41investments/status/1749077147992338590) 2024-01-21T14:31Z [---] followers, [---] engagements "Live below your means 🧘♀ Invest your savings in a smart way📖 Either via ETF $SPY $QQQ or in selected great companies📈 And before you know it you will have a nice cushion for the future. You will find some great companies here" [X Link](https://x.com/41investments/status/1749084311016403363) 2024-01-21T14:59Z [---] followers, [--] engagements "The global tourism market has strong projections. Companies as $BKNG $EXPE $ABNB all profit from this trend. If you want to learn more about the business of Expedia make sure to read my stock analysis. You will find it here" [X Link](https://x.com/41investments/status/1749113766694838430) 2024-01-21T16:56Z [---] followers, [--] engagements "The global payment processing market is growing at a rapid pace. Players like $V $MA $PYPL $AXP $SQ $FI will profit handsomely. I wrote about American Express in detail and you will find my deep dive here" [X Link](https://x.com/41investments/status/1749508678909116791) 2024-01-22T19:05Z [---] followers, [---] engagements "If you are into sneakers you might want to consider investing some of your money into the companies behind those sneakers $NKE $ADS.DE $PUM.DE👟" [X Link](https://x.com/41investments/status/1749808170183311518) 2024-01-23T14:55Z [---] followers, [---] engagements "That V shape chart stands for victory. One of the craziest changes in sentiment for $META. The only questions remains why I did not buy even more in December [----] 😅" [X Link](https://x.com/41investments/status/1750172282339643500) 2024-01-24T15:02Z [---] followers, [--] engagements "Find my first post of current interesting investment opportunities here. If you like this format please share and like this tweet 🙂 $SPY $SPX $PYPL $EVO $FTNT $TSLA $BTC $AAPL $MSFT $META" [X Link](https://x.com/41investments/status/1750237215064485969) 2024-01-24T19:20Z [---] followers, [---] engagements "Good investing is like taking a flight. ✈ Sit back relax and enjoy the journey. But only if you invest in great companies. How you may find them I wrote in detail about some of them on my substack: $SPY $SPX $QQQ $BTC $ADBE $FTNT $TSLA" [X Link](https://x.com/41investments/status/1750533152697651474) 2024-01-25T14:56Z [---] followers, [---] engagements "Cyber security stocks are up and to the right and are outperforming the $SPY S&P500 by a wide margin. 📈 I wrote about Fortinet $FTNT in detail on my substack why the company is very attractive. You can find it here $PANW $ZS $CRWD" [X Link](https://x.com/41investments/status/1750565312053797349) 2024-01-25T17:04Z [---] followers, [---] engagements "@Edelweiss_Cap Congrats What was the main driver for you" [X Link](https://x.com/41investments/status/1750856030773284943) 2024-01-26T12:19Z [---] followers, [--] engagements "American Express $AXP with strong guidance. Those who followed my analysis are up +23% since my recommendation in August [----]. You can find the deep dive here $V $MA $SQ $FI $GPN $PYPL $AFRM https://41investments.substack.com/p/american-express-deep-dive https://41investments.substack.com/p/american-express-deep-dive" [X Link](https://x.com/41investments/status/1750898398956286088) 2024-01-26T15:08Z [---] followers, [---] engagements "This should not surprise anyone who looked into the numbers👀 $MPW has 9.7bn in long term debt. With an OCF of 551m it is hard to pay that back. The operating income of 571m is being eaten up by the 400m in interest expenses.😱 $O $SPG $EQIX $VICI $AMT $DLR" [X Link](https://x.com/41investments/status/1750902750248931695) 2024-01-26T15:25Z [---] followers, [---] engagements "I would not read too much into the market perception of the $PYPL news. There are some good ideas and the company is still trading way below a normal valuation. Eventually the sentiment will change and nobody saw it coming" [X Link](https://x.com/41investments/status/1750928135841825042) 2024-01-26T17:06Z [---] followers, [---] engagements "I bought $URI United Rentals in early [----] at did not touch it since. This is another prime example what happens if you buy and leave great companies untouched and let the magic of compounding do its business. Now I am up 5x and have a dividend yield of 4% on my buying price😍" [X Link](https://x.com/41investments/status/1750962846177919340) 2024-01-26T19:24Z [---] followers, [--] engagements "Always know why you buy a certain company. Fear and Greed will make the stock price move. If you know why you bought it in the first place price is of no importance to you. A prime example is $TSLA. Driven up and down by speculation" [X Link](https://x.com/41investments/status/1751288163748749390) 2024-01-27T16:56Z [---] followers, [--] engagements "@European_DGI @Dividend_Talk $BTI is the better company and has less debt/FCF than $MO. I wrote about $BTI in detail here" [X Link](https://x.com/41investments/status/1764215852340007106) 2024-03-03T09:06Z [---] followers, [---] engagements "@CCM_Ryan $FTNT. As a head start you can check out my deep dive" [X Link](https://x.com/41investments/status/1765434382330876190) 2024-03-06T17:48Z [---] followers, [--] engagements "Congrats to those who followed my thesis on $AXP for a 37% gain in a short time frame. You can find the original deep dive here: $MA $V $PYPL $SQ https://41investments.substack.com/p/american-express-deep-dive https://41investments.substack.com/p/american-express-deep-dive" [X Link](https://x.com/41investments/status/1771950347726074190) 2024-03-24T17:20Z [---] followers, [--] engagements "@kouroshshafi has very nice deep dives. The most recent ones include $FTNT $EVO $AXP but also some small German companies such as Amadeus Fire http://41investments.substack.com http://41investments.substack.com" [X Link](https://x.com/41investments/status/1772894683049414968) 2024-03-27T07:53Z [---] followers, [---] engagements "All those who want to profit from the rising oil prices should take a look at $TPL. You can find my deep dive here👇🏼 $OXY $CVX $XOM $COP https://41investments.substack.com/p/texas-pacific-land-deep-dive https://41investments.substack.com/p/texas-pacific-land-deep-dive" [X Link](https://x.com/41investments/status/1775604573517832496) 2024-04-03T19:21Z [---] followers, [---] engagements "Could this finally be the bottom for $PYPL The chart looks good: Related to that you can find my deep dive on American Express here: $V $MA $AXP https://41investments.substack.com/p/american-express-deep-dive https://41investments.substack.com/p/american-express-deep-dive" [X Link](https://x.com/41investments/status/1775788092550455692) 2024-04-04T07:30Z [---] followers, [--] engagements "@WTIBull Are you long $TPL If not check out my deep dive https://41investments.substack.com/p/texas-pacific-land-deep-dive https://41investments.substack.com/p/texas-pacific-land-deep-dive" [X Link](https://x.com/41investments/status/1776301433647673349) 2024-04-05T17:30Z [---] followers, [--] engagements "Did you know that Starbucks $SBUX has almost $2.2bn worth of customer money in stored value cards and loyalty programms Assuming that they are parking the money in short term treasuries with 5% yield that is an extra 110m in income. Almost like a bank 🏦" [X Link](https://x.com/41investments/status/1778711677531234631) 2024-04-12T09:08Z [---] followers, [--] engagements "1/2 Better late then never you will my comments on some companies most recent earnings. Starting with $BTI: Q4/23: One-off write-down of brand values generate loss. Operationally even more profitable than before record FCF. Find the whole article here: https://41investments.substack.com/p/earnings-releases-of-q12024 https://41investments.substack.com/p/earnings-releases-of-q12024" [X Link](https://x.com/41investments/status/1778729681346249021) 2024-04-12T10:19Z [---] followers, [--] engagements "2/2 Dividend increases debt decreases and shares are bought back. New Category profitable for the first time. Low single-digit sales growth for [----]. The average remaining debt term is [--] years. Debt to be further reduced and part of the ITC stake to be sold. $MO $PM" [X Link](https://x.com/41investments/status/1778729683040800906) 2024-04-12T10:19Z [---] followers, [---] engagements "Oh Varta sad to see how deep the company has fallen. On top of bad fundamentals the cyber security attack dealt a large damage to the company. On the other hand that is great news for companies like $FTNT $PANW and $ZS You can find my analysis here https://41investments.substack.com/p/fortinet-stock-analysis-and-deep https://41investments.substack.com/p/fortinet-stock-analysis-and-deep" [X Link](https://x.com/41investments/status/1778785050495963344) 2024-04-12T13:59Z [---] followers, [---] engagements "Error of omission: Not buying $AMAT when it was so cheap in late [----]. How did I miss that one Did you buy it here👀" [X Link](https://x.com/41investments/status/1778816771203498079) 2024-04-12T16:05Z [---] followers, [--] engagements "1/2 My comments on the $GOOG earnings: Google Cloud is profitable for the first time for the year. Almost the entire FCF was used for share buybacks. YouTube continues to grow strongly. Costs are now to be more tightly controlled. YouTube is the leader in US streaming watch time" [X Link](https://x.com/41investments/status/1779176870174458026) 2024-04-13T15:56Z [---] followers, [--] engagements "2/2 At the current valuation Alphabet is very interesting. How often can you buy on of the best companies for an EV/Earnings of [----] with an expected EPS growth of 16% $GOOG $MSFT $META $SPY https://41investments.substack.com/p/earnings-releases-of-q12024 https://41investments.substack.com/p/earnings-releases-of-q12024" [X Link](https://x.com/41investments/status/1779176876516237600) 2024-04-13T15:56Z [---] followers, [---] engagements "1/2 My comments on $PYPL earnings: Revenue increases but hardly any Gross Profit remains. Costs fall and net income rises due to strong interest income. Stagnating EPS expected for FY24 although approx. 8% of shares will be retired" [X Link](https://x.com/41investments/status/1779509839439225250) 2024-04-14T13:59Z [---] followers, [--] engagements "1/2 My take on the most recent $ADBE earnings: New 25bn sharebuyback program is sufficient for 11% of all shares. 12% growth YoY. Firefly is now also used by enterprise clients such as IBM. 1bn breakup fee for the Figma deal" [X Link](https://x.com/41investments/status/1779872278760575374) 2024-04-15T13:59Z [---] followers, [--] engagements "1/2 So what did the most recent $ABNB earnings look like Sales in [----] +17% YoY. Very strong increase in G&A costs in Q4/23 due to one-off tax withholding (Italy). Interest income brings 720m of the 2.1bn operating income. $EXPE $BKNG $TRIP" [X Link](https://x.com/41investments/status/1779903289896698314) 2024-04-15T16:03Z [---] followers, [---] engagements "1/2 My take on the most recent $FTNT earnings: Billings growth weakens. Net income grows and outstanding shares fall. For [----] hardly growing billings and +8% revenue expected. Service revenue continues to grow strongly (very good). $PANW $ZS $QLYS $CRWD" [X Link](https://x.com/41investments/status/1779934318535545112) 2024-04-15T18:06Z [---] followers, [---] engagements "@MattLoszak The demand for oil stays high and companies such as Texas Pacific Land are profiting handsomely from it. I wrote about the investment case of $TPL here https://41investments.substack.com/p/texas-pacific-land-deep-dive https://41investments.substack.com/p/texas-pacific-land-deep-dive" [X Link](https://x.com/41investments/status/1780133969838620774) 2024-04-16T07:19Z [---] followers, [--] engagements "@KoyfinCharts If you want to learn more about $ADBE then check out my deep dive https://41investments.substack.com/p/adobe-fundamental-deep-dive https://41investments.substack.com/p/adobe-fundamental-deep-dive" [X Link](https://x.com/41investments/status/1780472294076281274) 2024-04-17T05:44Z [---] followers, [--] engagements "$CNXC is a beautiful example what happens when rising debt is eating into your net income. It looks cheap with a forward P/E of [--] but the debt is now higher than the market cap Always check the level of debt when analyzing a company 👀👀 $SPY $QQQ" [X Link](https://x.com/41investments/status/1781314345776873666) 2024-04-19T13:30Z [---] followers, [---] engagements "American Express $AXP is up some smooth 40% since I published my deep dive in August [----] 🎉 I hope some of you guys joined me in buying AXP. Here is the post: $V $MA $PYPL $SPY $QQQ https://41investments.substack.com/p/american-express-deep-dive https://41investments.substack.com/p/american-express-deep-dive" [X Link](https://x.com/41investments/status/1781633054915662014) 2024-04-20T10:36Z [---] followers, [---] engagements "@7LukeHallard Congrats Since I started digging into $MELI and wrote a deep dive about it I am getting more and more bullish. https://41investments.substack.com/p/mercadolibre-deep-dive https://41investments.substack.com/p/mercadolibre-deep-dive" [X Link](https://x.com/41investments/status/1781633443622748210) 2024-04-20T10:38Z [---] followers, [---] engagements "1/3 My comments on $PANW Q4 earnings: Q4/23: Continued strong billings & revenue growth. 1.5bn positive one-time tax effect this quarter makes comparability difficult going forward. PANW sees further consolidation of the market (good for the big players like PANW)" [X Link](https://x.com/41investments/status/1781637481944793572) 2024-04-20T10:54Z [---] followers, [--] engagements "2/3 $PANW wants to make the introduction phase easier for new customers in the future and these customers pay very little in the first few months; this will have an impact on billings growth in the next 12-18 months. After that billings will increase more strongly again" [X Link](https://x.com/41investments/status/1781637483475730482) 2024-04-20T10:54Z [---] followers, [--] engagements "3/3 Despite the changes $PANW is sticking to its EPS and FCF targets. For the time being the impact will only be on billings. PANW sees AI as a major demand driver for cybersecurity Find more info here $ZS $FTNT $QLYS $CRWD https://41investments.substack.com/p/earnings-releases-of-q12024 https://41investments.substack.com/p/earnings-releases-of-q12024" [X Link](https://x.com/41investments/status/1781637484964630696) 2024-04-20T10:54Z [---] followers, [---] engagements "This can be great news for companies like $TPL Texas Pacific Land who profit handsomely from an increase in the oil price. Find my deep dive here if you want to learn more about the company: https://41investments.substack.com/p/texas-pacific-land-deep-dive https://41investments.substack.com/p/texas-pacific-land-deep-dive" [X Link](https://x.com/41investments/status/1781713622479036624) 2024-04-20T15:56Z [---] followers, [---] engagements "My comment on $TPL Q4 earnings: Water sales continue to rise sharply as does the volume of oil produced. TPL wants to continue buying back shares as long as the price is attractive. If the share price is too high dividends will be paid instead. https://41investments.substack.com/p/earnings-releases-of-q12024 https://41investments.substack.com/p/earnings-releases-of-q12024" [X Link](https://x.com/41investments/status/1782046614024036409) 2024-04-21T13:59Z [---] followers, [---] engagements "$EXPE Q4 earnings 7.5% of all shares redeemed in [----] and a record result. CEO steps down after only [--] years. OneKey launch was successful. 30% fewer FTEs than in [----]. Debt stable at 6.3bn with 3.7% interest rate. Shares to be bought back further. $BKNG https://41investments.substack.com/p/earnings-releases-of-q12024 https://41investments.substack.com/p/earnings-releases-of-q12024" [X Link](https://x.com/41investments/status/1782108240311894055) 2024-04-21T18:04Z [---] followers, [--] engagements "@davey_juice These are the very same people who regret not reading my $MELI deep dive 😉 https://41investments.substack.com/p/mercadolibre-deep-dive https://41investments.substack.com/p/mercadolibre-deep-dive" [X Link](https://x.com/41investments/status/1782433841346486331) 2024-04-22T15:38Z [---] followers, [---] engagements "If you haven't bought $MELI yet now is a great time for you to do so. Learn more about the company by reading my deep dive https://41investments.substack.com/p/mercadolibre-deep-dive https://41investments.substack.com/p/mercadolibre-deep-dive" [X Link](https://x.com/41investments/status/1782487314196754583) 2024-04-22T19:11Z [---] followers, [--] engagements "Which will continue the widen the moat for companies such as $GOOG $META and $AMZN. I am a happy shareholder in all three of them🙂 A crazy fact from @mjmauboussin. The biggest tech companies are spending twice as much on capex as energy companies. https://t.co/3t1SNj1qA5 A crazy fact from @mjmauboussin. The biggest tech companies are spending twice as much on capex as energy companies. https://t.co/3t1SNj1qA5" [X Link](https://x.com/41investments/status/1782832628405526858) 2024-04-23T18:03Z [---] followers, [---] engagements "@JerryCap What an amazing job at capital allocation $MSCI. I wish more companies would follow a similar strategy" [X Link](https://x.com/41investments/status/1782855904485900645) 2024-04-23T19:35Z [---] followers, [---] engagements "So a friend asked me last week which dividend stock I can recommended and I told him to just buy $GOOG. Turns out I'm a mage after all🧙♂" [X Link](https://x.com/41investments/status/1783807743922520180) 2024-04-26T10:38Z [---] followers, [--] engagements "The newest deep dive is done. This time into a fascinating niche player in the semiconductor value chain. Give it a look and let me know what you think🙂 $ACLS $ASML $TXN $AMAT $LRCX $KLAC $TER $AMKR $QQQ $SPY https://41investments.substack.com/p/axcelis-stock-analysis-deep-dive https://41investments.substack.com/p/axcelis-stock-analysis-deep-dive" [X Link](https://x.com/41investments/status/1784251475176157553) 2024-04-27T16:01Z [---] followers, [---] engagements "The newest deep dive is done. This time into a fascinating niche player in the semiconductor value chain. Give it a look and let me know what you think 🤔 $ACLS $ASML $TXN $AMAT $LRCX $KLAC $TER $AMKR $QQQ $SPY https://41investments.substack.com/p/axcelis-stock-analysis-deep-dive https://41investments.substack.com/p/axcelis-stock-analysis-deep-dive" [X Link](https://x.com/41investments/status/1784971701870121020) 2024-04-29T15:43Z [---] followers, [---] engagements "I've looked into $SBUX two weeks ago and figured that $GOOG is still the better business and also more attractively priced even at the low levels of $SBUX. The earnings confirmed my thesis" [X Link](https://x.com/41investments/status/1785670044086628468) 2024-05-01T13:58Z [---] followers, [--] engagements "@JerryCap Where the heck is all the CapEx of $EXPE going" [X Link](https://x.com/41investments/status/1786548341054050393) 2024-05-04T00:08Z [---] followers, [---] engagements "Buffet sold $20bn of $AAPL shares to finally afford a house in Canada Warren Buffett hinted that Berkshire Hathaway was evaluating a possible investment opportunity north of the border. We do not feel uncomfortable in any way shape or form putting our money into Canada. In fact were actually looking at one thing now Buffett said. Watch the https://t.co/fbHGhiz9GC Warren Buffett hinted that Berkshire Hathaway was evaluating a possible investment opportunity north of the border. We do not feel uncomfortable in any way shape or form putting our money into Canada. In fact were actually looking at" [X Link](https://x.com/41investments/status/1786845603684667773) 2024-05-04T19:49Z [---] followers, [---] engagements "@MichaelAArouet If you're interested in a pure Permian Basin play then check out my Texas Pacific Land deep dive $TPL $OXY $XOM https://41investments.substack.com/p/texas-pacific-land-deep-dive https://41investments.substack.com/p/texas-pacific-land-deep-dive" [X Link](https://x.com/41investments/status/1787349830559236505) 2024-05-06T05:13Z [---] followers, [--] engagements "@AndrewRangeley You're more than welcome to shamelessly steal my pitch for $ACLS Axcelis a growing company with an EV/net income of [--]. You will find my write up here https://41investments.substack.com/p/axcelis-stock-analysis-deep-dive https://41investments.substack.com/p/axcelis-stock-analysis-deep-dive" [X Link](https://x.com/41investments/status/1787490549085208954) 2024-05-06T14:32Z [---] followers, [---] engagements "@FundasyInvestor A truly outstanding company. I was happy to add at these prices as well $MELI" [X Link](https://x.com/41investments/status/1787573470236143688) 2024-05-06T20:01Z [---] followers, [--] engagements "The first step of $MELI towards the US. If you want to learn more about the company then I highly recommend reading my deep dive https://41investments.substack.com/p/mercadolibre-deep-dive https://41investments.substack.com/p/mercadolibre-deep-dive" [X Link](https://x.com/41investments/status/1788205528532881901) 2024-05-08T13:53Z [---] followers, [--] engagements "@ValueSpotlight Well done execution into new cohorts such as Millenials. I wrote about it in my deep dive on $AXP https://41investments.substack.com/p/american-express-deep-dive https://41investments.substack.com/p/american-express-deep-dive" [X Link](https://x.com/41investments/status/1788236262215647595) 2024-05-08T15:55Z [---] followers, [--] engagements "Wow the sentiment on $MELI changed fast. +24% since I tweeted it. Who is invested in MercadoLibre Let me know in the comments below. You will find my thesis for $MELI here $GOOG $AMZN https://41investments.substack.com/p/mercadolibre-deep-dive If you haven't bought $MELI yet now is a great time for you to do so. Learn more about the company by reading my deep dive https://t.co/0tQaC59nCI https://t.co/Q2yd2kusjQ https://41investments.substack.com/p/mercadolibre-deep-dive If you haven't bought $MELI yet now is a great time for you to do so. Learn more about the company by reading my deep dive" [X Link](https://x.com/41investments/status/1788605401681846474) 2024-05-09T16:22Z [---] followers, [---] engagements "The bank of AirBnb $ABNB continues to earn huge amounts in interest income through the money the customers pay upfront. In the last quarter the net income contributed $202m of the $264m net income $EXPE $BKNG" [X Link](https://x.com/41investments/status/1788648112833114558) 2024-05-09T19:11Z [---] followers, [---] engagements "I really like it that $ABNB is swallowing up its own shares. YoY -3% and there are another $6bn of share buybacks outstanding" [X Link](https://x.com/41investments/status/1788664208256565307) 2024-05-09T20:15Z [---] followers, [--] engagements "@StockSavvyShay What about $FTNT. Fortinet has a very interesting business case. I wrote about it in detail here https://41investments.substack.com/p/fortinet-stock-analysis-and-deep https://41investments.substack.com/p/fortinet-stock-analysis-and-deep" [X Link](https://x.com/41investments/status/1788944235544142109) 2024-05-10T14:48Z [---] followers, [--] engagements "@CCM_Brett Peter Lynch also has a case" [X Link](https://x.com/41investments/status/1789041172381360559) 2024-05-10T21:13Z [---] followers, [---] engagements "$U is showing growth in the wrong direction in both shares outstanding and net income. Another tale of "the technology is interesting but the business model is broken" SBC of 750m in the last twelve months is just outrageous🔥" [X Link](https://x.com/41investments/status/1789284866997014607) 2024-05-11T13:22Z [---] followers, [---] engagements "@Quality_stocksA It's worth checking out Axcelis $ACLS. They are the biggest competitor of $AMAT for ion implantation. You can find my deep dive here https://41investments.substack.com/p/axcelis-stock-analysis-deep-dive https://41investments.substack.com/p/axcelis-stock-analysis-deep-dive" [X Link](https://x.com/41investments/status/1789596173860213215) 2024-05-12T09:59Z [---] followers, [--] engagements "To all the home owners out here: Which of these stores do you visit most frequently and which of these stocks do you own $HD $LOW $FND" [X Link](https://x.com/41investments/status/1789688076991713400) 2024-05-12T16:04Z [---] followers, [---] engagements "A very interesting quote from the $ABNB earnings call on how to drive growth in the future: $EXPE $BKNG" [X Link](https://x.com/41investments/status/1789719616891105588) 2024-05-12T18:09Z [---] followers, [---] engagements "$BKNG is beating $EXPE and $ABNB by a wide margin over the last three years. Which of these stocks do you own and why so" [X Link](https://x.com/41investments/status/1790026459571970360) 2024-05-13T14:28Z [---] followers, [---] engagements "$TPL with strong numbers again. Water sales continue to rise as well as water royalties and easement revenues. Find my deep dive here: $OXY $SHEL $XOM $CVX $COP $BP https://41investments.substack.com/p/texas-pacific-land-deep-dive https://41investments.substack.com/p/texas-pacific-land-deep-dive" [X Link](https://x.com/41investments/status/1790094250509492700) 2024-05-13T18:58Z [---] followers, [---] engagements "1/6 Let's have a look at the [--] worst performing stocks of the S&P500 this year and find my comments below: $INTC $EPAM $WBA $TSLA $BA" [X Link](https://x.com/41investments/status/1790098931751231565) 2024-05-13T19:16Z [---] followers, [---] engagements "2/6 $INTC: Intel has structural problems and has not managed to keep up with $TSM and Samsung for the [--] and 5nm technology. I would not invest here $ASML is a way better option if you want to participate from the AI boom" [X Link](https://x.com/41investments/status/1790098934234230934) 2024-05-13T19:16Z [---] followers, [---] engagements "3/6 $EPAM is a healthy and growing company with a relative attractive valuation of an EV/Net income of [--] at the moment. In my opinion this is the best of these [--] stocks" [X Link](https://x.com/41investments/status/1790098936880939316) 2024-05-13T19:16Z [---] followers, [---] engagements "4/6 $WBA has structural issues and has had trouble of staying profitable. Add to this the high debt and you got an unhealthy cocktail. $CVS" [X Link](https://x.com/41investments/status/1790098939758194848) 2024-05-13T19:17Z [---] followers, [---] engagements "5/6 $TSLA. Sorry Tesla fanboys at the end of the day Tesla is a car manufacturer and will have the margins of the traditional manufacturers. Increased competition from China does not help" [X Link](https://x.com/41investments/status/1790098942761312505) 2024-05-13T19:17Z [---] followers, [---] engagements "6/6 $BA Boeing. There are some issues if your product (planes) must be the safest way of travel and they just keep falling apart. The last fiscal year that Boeing made money was 2018😱" [X Link](https://x.com/41investments/status/1790098945739268494) 2024-05-13T19:17Z [---] followers, [--] engagements "A new 100% tariff on Chinese electric vehicles goes live in the US. If the European Union does not follow the local car manufacturers will be crushed $F $GM $TSLA $BYD $BMW $MBG" [X Link](https://x.com/41investments/status/1790312094656532725) 2024-05-14T09:24Z [---] followers, [---] engagements "$V Visa is just impressive. Processes transactions AND the take rate have been rising over the years. No wonder this is one of the best companies on the planet $MA $AXP $PYPL" [X Link](https://x.com/41investments/status/1790389776010420266) 2024-05-14T14:32Z [---] followers, [---] engagements "@IrrationalMrkts They also could just hold the PG in $AMZN and beat the market in almost every single year" [X Link](https://x.com/41investments/status/1791591395662447062) 2024-05-17T22:07Z [---] followers, [--] engagements "@ftr_investors @7LukeHallard @atmosinvest @danielnewmanUV @IFB_podcast @DivesTech @StefanThelenius @TickerSymbolYOU @Stock_Inf0 @BradoCapital Billions is the best show. To bad that it ended" [X Link](https://x.com/41investments/status/1792159173557330037) 2024-05-19T11:43Z [---] followers, [----] engagements "A great filter to ask yourself when researching a company: Is this a better business than X For me X means Alphabet $GOOG. What is it for you" [X Link](https://x.com/41investments/status/1792200095649403217) 2024-05-19T14:26Z [---] followers, [--] engagements "For those who are not aware of it: I'm publishing my deep dives into companies and stocks on my substack: You will find among others articles about $ACLS $ADBE $AXP $EVO $FTNT $MELI $MKL $TPL Go and check it out https://41investments.substack.com/ https://41investments.substack.com/" [X Link](https://x.com/41investments/status/1792210703082029224) 2024-05-19T15:08Z [---] followers, [---] engagements "The reason why I love Alphabet as a business and as an investment $GOOG $GOOGL 1) Alphabet is still the largest advertiser in the world" [X Link](https://x.com/41investments/status/1792270825241911487) 2024-05-19T19:07Z [---] followers, [--] engagements "2) Youtube is a juggernaut and continues to make more and more money. At the same time the cost for the content is quite low compared to $DIS and $NFLX $GOOG @finchat_io nice charts" [X Link](https://x.com/41investments/status/1792270828093997328) 2024-05-19T19:07Z [---] followers, [--] engagements "3) Google Cloud started to earn money and will contribute to the overall profit: $AMZN $BABA $MSFT $GOOG" [X Link](https://x.com/41investments/status/1792270831122345986) 2024-05-19T19:07Z [---] followers, [--] engagements "4) $GOOG still has $108bn of cash at hand. This is used mostly to buy back shares and the number of shares continues to decline. Good for me since I increase my ownership of Alphabet even without buying additional shares. Reminds me of $AAPL and the same benefit that Buffett had from $KO and $AXP" [X Link](https://x.com/41investments/status/1792270833919942923) 2024-05-19T19:07Z [---] followers, [--] engagements "5) I believe that many people still underestimate $GOOG advances with Waymo the autonomous vehicle tech part of Alphabet. Watch out $TSLA" [X Link](https://x.com/41investments/status/1792270836587520402) 2024-05-19T19:07Z [---] followers, [--] engagements "6) And the best part is: $GOOG is still just trading at an EV/net income of [--]. Many other much worse companies demand higher multiples. Therefore always ask yourself: Would I rather buy stock X or increase my holding in $GOOG Here you can see the historical valuation on an EV/EBIT basis" [X Link](https://x.com/41investments/status/1792270839276040693) 2024-05-19T19:07Z [---] followers, [---] engagements "In case you wonder where all the CapEx is going. I'll expect $META to catch up $MSFT $AMZN $GOOG $AAPL Big techs data centers 👀 https://t.co/ViRJtar5Ig Big techs data centers 👀 https://t.co/ViRJtar5Ig" [X Link](https://x.com/41investments/status/1792475859384705259) 2024-05-20T08:42Z [---] followers, [--] engagements "1/14 The superinvestors of the world showed us their hands (portfolio) this week. Let's have a look at what they bought and sold You will find the full article here https://41investments.substack.com/p/q12024-superinvestor-portfolio-update https://41investments.substack.com/p/q12024-superinvestor-portfolio-update" [X Link](https://x.com/41investments/status/1792602474638926142) 2024-05-20T17:05Z [---] followers, [---] engagements "2/14 Chuck Akre trimmed his top positions and sold Brookfield Asset Management $BAM and Dollar Tree $DLTR . New additions include $Uber and CCC Intelligent Solutions $CCCS" [X Link](https://x.com/41investments/status/1792602477679780004) 2024-05-20T17:05Z [---] followers, [---] engagements "3/14 AltaRock Partners No big changes here and only trimmings to all positions. Maybe they are building up cash to benefits from a potential decline in the markets. $TDG $AMZN $MSFT $GOOGL $V" [X Link](https://x.com/41investments/status/1792602480225800250) 2024-05-20T17:05Z [---] followers, [---] engagements "4/14 Terry Smith has a broadly diversified portfolio and is not as concentrated as Valley Forge. Due to this there is a lot of change. The most important ones include: Brand new investments into Texas Instruments $TXN and Choice Hotels $CHH and doubling the position into Paycom $PAYC . He sold IPG Photonics $IPGP and Johnson & Johnson $JNJ completely. The top positions of the portfolio stay the same" [X Link](https://x.com/41investments/status/1792602483111477380) 2024-05-20T17:05Z [---] followers, [---] engagements "5/14 Valley Forge is as concentrated as they come. No change in the portfolio. You will have a hard time to find better companies. $FICO $MA $SPGI $MCO $INTU $V $AZPN $ASML" [X Link](https://x.com/41investments/status/1792602485657346464) 2024-05-20T17:05Z [---] followers, [---] engagements "6/14 Quite a large portfolio and here are the top positions. A large addition to Thermo Fisher $TMO Zoetis $ZTS Nike $NKE and Paycom $PAYC (like Terry Smith). They sold out of Paypal $PYPL since they were not happy with the slow progress of the company and trimmed their large ServiceNow $NOW position" [X Link](https://x.com/41investments/status/1792602488526209072) 2024-05-20T17:05Z [---] followers, [---] engagements "7/14 No big change for Bill Ackman. He sold Lowes $LOW completely and reduced his share in Chipotle $CMG which he has been holdings for many years" [X Link](https://x.com/41investments/status/1792602491525226934) 2024-05-20T17:05Z [---] followers, [---] engagements "8/14 David Tepper is betting big-time on Alibaba $BABA and made it 1/8 of his fund. Other major changes include the reduction in $Uber Nvidia $NVDA and $META while he has a brand new position in Adobe $ADBE" [X Link](https://x.com/41investments/status/1792602494025023676) 2024-05-20T17:05Z [---] followers, [---] engagements "@finchat_io $MELI is as beast. I wrote about it in detail here. Check it out if you want to learn more about the business https://41investments.substack.com/p/mercadolibre-deep-dive https://41investments.substack.com/p/mercadolibre-deep-dive" [X Link](https://x.com/41investments/status/1792665159842045971) 2024-05-20T21:14Z [---] followers, [--] engagements "Now that's an interesting feature to shut off the EUV machines $ASML $TSMC $INTC $NVDA" [X Link](https://x.com/41investments/status/1792920966474977599) 2024-05-21T14:10Z [---] followers, [--] engagements "Maybe $BTI is finally bottoming out here Still dirt cheap with EV/Net income of [---] and an EV/FCF of [--]. I wrote about it in detail here $MO $PM https://41investments.substack.com/p/british-american-tobacco https://41investments.substack.com/p/british-american-tobacco" [X Link](https://x.com/41investments/status/1792985225871475151) 2024-05-21T18:26Z [---] followers, [---] engagements "@finchat_io The bank of $ABNB continues to print money" [X Link](https://x.com/41investments/status/1793140040262140294) 2024-05-22T04:41Z [---] followers, [---] engagements "That's amazing For those who want to read in depth about the company and the business check out my deep dive $MELI $AMZN https://41investments.substack.com/p/mercadolibre-deep-dive Latin American e-commerce and fintech giant MercadoLibre is beginning conversations with Mexicos authorities to apply for a banking license https://t.co/r0HOToSr28 https://41investments.substack.com/p/mercadolibre-deep-dive Latin American e-commerce and fintech giant MercadoLibre is beginning conversations with Mexicos authorities to apply for a banking license https://t.co/r0HOToSr28" [X Link](https://x.com/41investments/status/1793153554913677776) 2024-05-22T05:34Z [---] followers, [--] engagements "No wonder companies such as $SBUX $MCD $CMG $YUM are having a hard time attracting customers from the lower income class. These price increases are tough" [X Link](https://x.com/41investments/status/1793288871356084424) 2024-05-22T14:32Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@41investments 41investments
41investments posts on X about $amzn, asml, $adbe, meta the most. They currently have [---] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] +128%
- [--] Month [------] +176%
- [--] Months [-------] +291%
- [--] Year [-------] -24%
Mentions: [--] #
- [--] Week [--] +170%
- [--] Month [---] +88%
- [--] Months [---] +238%
- [--] Year [---] -38%
Followers: [---] #
- [--] Week [---] +2.20%
- [--] Month [---] +23%
- [--] Months [---] +36%
- [--] Year [---] +48%
CreatorRank: [---------] #
Social Influence
Social category influence stocks technology brands finance cryptocurrencies automotive brands luxury brands countries social networks fashion brands currencies
Social topic influence $amzn #600, asml, $adbe #62, meta, ai, $asml, $spot, amzn, msft, $nvda
Top accounts mentioned or mentioned by @finchatio @fiscalai @qualityinvest5 @stockmktnewz @bourboncap @fromvalue @stocksavvyshay @ccmbrett @wolfofharcourt @qualitystocksa @dividendtalks @dividenddudex @thexcapitalist @ecommerceshares @alc2022 @longequity @mrderivatives @stockmarketnerd @eugenengvcap @thetranscript
Top assets mentioned Amazon.com, Inc. (AMZN) Adobe, Inc. (ADBE) Spotify Technology (SPOT) NVIDIA Corp. (NVDA) Salesforce Inc (CRM) Alphabet Inc Class A (GOOGL) Advanced Micro Devices (AMD) SPDR S&P [---] ETF Trust (SPY) American Express Company (AXP) Metadium (META) Microsoft Corp. (MSFT) Mastercard, Inc. (MA) British American Tobacco (BTI) Expedia Group Inc (EXPE) Arista Networks Inc (ANET) Tesla, Inc. (TSLA) Ferrari N.V. (RACE) Taiwan Semiconductor (TSM) Markel, Corp. (MKL) Axcelis Technologies Inc (ACLS) PayPal Holdings Inc (PYPL) Texas Pacific Land, Corp. (TPL) Starbucks Corporation (SBUX) Fortinet Inc (FTNT) MercadoLibre Inc (MELI) Evotec SE (EVO) Basic Attention (BAT) InMode Ltd. Ordinary Shares (INMD) Alibaba Group (BABA) Atlassian Corporation PLC (TEAM) Netflix Inc (NFLX) Now Coin (NOW) Airbnb, Inc. (ABNB) Apple, Inc. (AAPL) Bitcoin (BTC) Intel Corporation (INTC) Figma, Inc. (FIG) Nike Inc (NKE) Intuit Inc. (INTU) Crowdstrike Holdings Inc (CRWD) Workday Inc (WDAY) Booking Holdings Inc (BKNG) SPX6900 (SPX) SafeMoon (SFM) Ethereum (ETH) Palo Alto Networks Inc (PANW) Oxygen (OXY) Lululemon Athletica Inc (LULU) CAVA Group, Inc. (CAVA) Brookfield Corporation (BN) GM (GM) SAP SE (SAP) Palantir Technologies Inc. (PLTR) Altria Group Inc (MO) TripAdvisor, Inc. (TRIP) Oracle Corporation (ORCL) Exxon Mobil (XOM) DisChain (DIS)
Top Social Posts
Top posts by engagements in the last [--] hours
"1/8 Lets dive into $OLED (Universal Display Corp.) today and lets have a look what all of these items on the picture have in common. You guessed it right: They are all based on OLED technology"
X Link 2022-09-11T18:15Z [---] followers, [--] engagements
"1/5 Today I have a relatively unknown company for you: GoDaddy. $GDDY is mainly active in web-domain handling and registration or in other words: web hosting. GoDaddy describes it best: #stocks #investing #research Follow me and like this 🧵if you want to see more like these"
X Link 2023-01-14T13:43Z [---] followers, [---] engagements
"If you are wondering how to find great companies and therefore great investments check out the manual which I have published on my Substack. There are [--] types of companies. Learn more about them here:👇 $ADBE $MO $MSFT $T $BBBY $SPY $QQQ https://41investments.substack.com/p/how-to-identify-outstanding-companies https://41investments.substack.com/p/how-to-identify-outstanding-companies"
X Link 2023-03-08T15:45Z [---] followers, [---] engagements
"Mohnish Pabrai on his investment in $BN $BAM. Brookfield Corp $BN looks very interesting with a forward P/E of [---] and a huge discount to its current NAV. https://youtu.be/ncYdcZEnH7Et=1637 https://youtu.be/ncYdcZEnH7Et=1637"
X Link 2023-03-09T14:31Z [---] followers, [----] engagements
"Starbucks $SBUX no matter where it is always busy. There's a Starbucks in every little town. Even most of the iced coffee in the supermarkets is from Starbucks. A single bottle costs here about 4$ and after some testing I have to say that the Starbucks iced coffees are the best"
X Link 2023-05-03T01:24Z [---] followers, [--] engagements
"Chipotle $CMG: I'm becoming a real fan of the brand. Fresh and high-quality food and at a relatively good price. I have been to Chipotle several times and will go again. The stock is unfortunately still missing from my portfolio and at current prices I won't be buying it either"
X Link 2023-05-03T01:24Z [---] followers, [--] engagements
"Five Below $FIVE: I noticed the stores for the first time consciously. The company seems to be expanding"
X Link 2023-05-03T01:24Z [---] followers, [--] engagements
"Without this strong interest income net income would have been negative in Q1/23. There is now 10Bn of cash on the balance sheet plus 7.7Bn of restricted cash held on behalf of customers"
X Link 2023-05-12T10:52Z [---] followers, [--] engagements
"$ATVI Activision Blizzard has 12.5Bn in cash and short-term investments and earned 126m in Q1/23. In Q1/22 it was only 1m"
X Link 2023-05-12T10:52Z [---] followers, [--] engagements
"$AYX Alteryx manages to grow the expenses a lot faster than the revenue. While the top line is growing very nicely and doubled revenue in the last three years unfortunately the operating expenses almost tripled. SBC make up more than 1/4 of the revenue🤡"
X Link 2023-05-16T13:36Z [---] followers, [---] engagements
"Time for my second Weekly Notes with thoughts on $AYX $ABNB $SPLK $GPN and many more"
X Link 2023-05-20T15:55Z [---] followers, [--] engagements
"Find my deep dive on Markel $MKL on my substack. Link below There is a good reason why it is called the mini Berkshire Hathaway $BRK.A $BRK.B"
X Link 2023-06-03T13:47Z [--] followers, [---] engagements
"Weekly Notes #4 is out: To learn more about $S earnings cool charts about $AAPL and $TSM and a nice interview with $BN CEO check out my substack https://open.substack.com/pub/41investments/p/weekly-notes-4r=1d48v3&utm_campaign=post&utm_medium=web https://open.substack.com/pub/41investments/p/weekly-notes-4r=1d48v3&utm_campaign=post&utm_medium=web"
X Link 2023-06-04T08:01Z [---] followers, [---] engagements
"Weekly Notes #5 is out. With thoughts on the market $SPY $QQQ and these companies: $EXPE $S $CRWD $TSM. Check it out here: https://41investments.substack.com/p/weekly-notes-5utm_source=twitter&sd=pf https://41investments.substack.com/p/weekly-notes-5utm_source=twitter&sd=pf"
X Link 2023-06-13T09:07Z [---] followers, [---] engagements
"When I posted my deep dive on Adobe $ADBE was trading at 335$. On Friday it was at [---] or 55% higher. Subscribe to my substack for more gems 💎like $ADBE $DOCN or $MKL"
X Link 2023-06-20T15:59Z [--] followers, [---] engagements
"@paulgabrail I believe $ADBE is now fairly priced but far from the bargain it was in May. In my deep dive I wrote about why Adobe is a good long term holding. Find the article here:"
X Link 2023-06-20T16:21Z [---] followers, [--] engagements
"If you want to know why $EXPE could be an interesting investment with an EV/FCF of [---] check out the free deep dive on my substack:👇✈ $BKNG $ABNB $SPY $QQQ $TRIP $TCOM"
X Link 2023-06-22T14:57Z [---] followers, [--] engagements
"@TintinCapital It's for sure very interesting. I did a fundamental deep dive on my substack about $EXPE today:"
X Link 2023-06-22T15:45Z [---] followers, [--] engagements
"Check out my free fundamental deep dive on British American Tobacco and learn why it could be an interesting investment opportunity👇 $BTI $BATS $MO $PM $IMB $SPY $QQQ"
X Link 2023-06-28T14:15Z [--] followers, [--] engagements
"Check out my newest fundamental deep dive into $INMD and learn why InMode could be a nice addition to your portfolio👇 Former deep dives include: $EXPE $ADBE $MKL $BTI you can find them here: $SPY $QQQ"
X Link 2023-07-14T14:41Z [--] followers, [---] engagements
"Peter Lynch summarizes it perfectly. And that's why I write deep dive into stocks on my substack: Know what you buy:👇 Find deep dives on $ADBE $MKL $INMD $BAT $BTI $EXPE $PLUS.L $QQQ $SPY "Know what you own and know why you own it." -Peter Lynch Lynchs single biggest principle: https://t.co/AssIt12uME "Know what you own and know why you own it." -Peter Lynch Lynchs single biggest principle: https://t.co/AssIt12uME"
X Link 2023-07-21T11:53Z [---] followers, [---] engagements
"Find my newest deep dive on Amadeus FiRe $AAD.DE which is trading at an EV/FCF of [---] in the link below. Past deep dives included $ADBE $INMD $MKL $BTI $EXPE $SPY $QQQ $DAX"
X Link 2023-08-02T17:11Z [---] followers, [---] engagements
"Check out my fundamental deep dive into American Express $AXP here: $V $MA Previous deep dives included $ADBE $MKL $INMD $EXPE $AAD.DE $BTI $BAT"
X Link 2023-08-06T13:54Z [---] followers, [---] engagements
"My thoughts on $ADYEN: Revenue continues to grow but margins are under pressure especially in the US. Adyen is increasing headcount however I am surprised by the extreme increase in salaries. Salaries have almost doubled since HY1 [----] and will continue to rise"
X Link 2023-08-22T09:18Z [---] followers, [---] engagements
"Due to the increased interest rate environment Adyen has earned 93m in interest compared to 2m in HY [----]. Similar to $PYPL $EXPE or $ABNB $Adyen benefits from high cash balance. Adyen itself reports positive FCF for HY2023 although it is actually negative"
X Link 2023-08-22T09:18Z [---] followers, [---] engagements
"$Adyen uses EBITA-capex but I stick to the conventional formula OCF-capex. With a market cap of 24.9bn less cash of 6.4bn Adyen comes to an EV of [----]. With a Net Income of 308m in the last [--] months we come to an EV/E of [--] or an EV/FCF of 19.7"
X Link 2023-08-22T09:18Z [--] followers, [---] engagements
"Thus $Adyen is fairly valued but by far not the bargain that many assume after the 50% share price drop. Check out my substack for deepvies on: $AXP $EXPE $BIT $BAT $MKL $INMD $ADBE"
X Link 2023-08-22T09:18Z [---] followers, [---] engagements
"This Markel $MKL business breakdown is a must listen if you want to learn more about the business: If you want to learn more about it as an investment read this fundamental deep dive:👇 $BRK.A $BRK.B $QQQ $SPY"
X Link 2023-09-05T08:29Z [---] followers, [---] engagements
"At $GDDY you can see what happens when you don't have a fixed interest rate on debt. The interest rates are linked to the Fed Rate. The2027 Term Loans went from 4.3% in December [----] 7.1% in June [----]. On the [----] Term Loans it even went from 4.1% to 8.5%"
X Link 2023-09-05T14:21Z [--] followers, [--] engagements
"This represents a dramatic increase in interest expense. With a slightly declining debt level interest expenses have increased from 36m in Q3/22 to 46m in Q2/23. With 3.8Bn debt at 888m TTM FCF it will take a while to pay back the debt. $GDDY"
X Link 2023-09-05T14:21Z [---] followers, [--] engagements
"I've spent countless hours on the fundamental deep dives into these companies: $AXP $MKL $ADBE $INMD $AAD.DE $EXPE $BTI $BAT check out the analyses on my substack 👇"
X Link 2023-09-05T19:42Z [---] followers, [---] engagements
"1/3 Since today is September [--] and the $ATVI $MSFT merger has not yet gone through $ATVI will receive [---] billion if the deal is not final on October [--]. This is equivalent to 6.2% cash on today's market cap. Find interesting analyses of companies here"
X Link 2023-09-15T14:25Z [---] followers, [--] engagements
"2/3 $ATVI shareholders either get $95 per share or keep a company that will have $14.5 billion in cash afterwards. Currently $ATVI has [--] billion more cash than debt. If the merger goes through you will get 3% interest on today's price or an annualized return of 33%"
X Link 2023-09-15T14:25Z [---] followers, [---] engagements
"3/3 $ATVI interest income has been rising steadily in the recent quarters and will continue to do so. To find articles about interesting investment opportunities check out my substack: $ADBE $EXPE $AXP $INMD $BTI $BAT $QQQ $SPY https://41investments.substack.com/ https://41investments.substack.com/"
X Link 2023-09-15T14:25Z [---] followers, [---] engagements
"@DividendDynasty Then you should check out my fundamental deep dive on $MKL 🙂"
X Link 2023-09-18T15:52Z [---] followers, [--] engagements
"1/2 $CRWD presented its targets for the next years in yesterday's investor briefing ARR 2.9bn to ARR 10bn in the next 5-7 years. And in the next 3-5 year: EBIT margin of 28-32% (currently negative) FCF margin of 34-38%. (currently 32%)"
X Link 2023-09-21T10:31Z [--] followers, [---] engagements
"2/2 If these targets are met then $CRWD is cheap at current levels. If you are interesting in fundamental deep dives then check out my substack with deep dives on👇 $AXP $MKL $ADBE $INMD $AAD.DE $EXPE $BTI $BAT"
X Link 2023-09-21T10:31Z [---] followers, [---] engagements
"$BTI: EV/Earnings = [----] EV/FCF = [---] Debt/(FCF less dividend) = [---] $MO: EV/Earnings = [----] EV/FCF = [----] Debt/(FCF less dividend) = [----] Find a deep dive on $BTI $BAT here: 👇"
X Link 2023-09-21T10:36Z [---] followers, [---] engagements
"Check out my $EVO deep dive on my substack: Former deep dives include: $ADBE $MKL $BTI $AAD.DE $EXPE $AXP $QQQ $SPY $DAX"
X Link 2023-10-16T10:19Z [---] followers, [---] engagements
"1/3 American Express $AXP reported strong numbers on Friday. Q3 revenue grew 10.7% year-over-year. Increased revenue and the rising interest rate environment have increased loan loss provisions but these have been more than offset by strong revenue"
X Link 2023-10-24T18:44Z [--] followers, [--] engagements
"2/3 $AXP 's well-heeled clientele provides for much lower provisions than its peers. EPS grew 34% YoY and the full-year outlook was confirmed. Anyone who gets the idea to sell the stock after the numbers should visit his optician again"
X Link 2023-10-24T18:44Z [--] followers, [--] engagements
"3/3 Check out my deep dive on $AXP to learn more about the company and why it could be an interesting time to invest now:👇 $V $MA $SQ $QQQ $SPY"
X Link 2023-10-24T18:44Z [--] followers, [---] engagements
"Find my update on the Q3 numbers of $EVO in my previously published deep dive on my substack and let me know what you think about the Q3 numbers:👇 $MGM $PENN $LVS $VICI $DKNG $SPY $QQQ"
X Link 2023-10-29T13:04Z [--] followers, [---] engagements
"Find my newest deep dive on $TPL on my substack and learn why this company is a great play in the Permian Basin:👇👇 Let me know what you think Previous deep dives include $EXPE $ADBE $INMD $MKL $BAT $BTI $EVO $AXP"
X Link 2023-11-03T21:01Z [---] followers, [---] engagements
"@borrowed_ideas Congrats for the move. If you come by Texas you can check out $TPL. I finished my deep dive yesterday:"
X Link 2023-11-04T10:34Z [---] followers, [---] engagements
""In fact I invested approximately my entire after-tax salary for Markel Group during the quarter to purchase shares in the open market." said Tom Gayner CEO of $MKL. Learn more about the business in my deep dive 👇👇"
X Link 2023-11-05T11:34Z [---] followers, [---] engagements
"@BarrySchwartzBW $EXPE including the customer funds. $ABNB is similar in this regard. I wrote about it here why $EXPE is at a very interesting level:"
X Link 2023-11-07T16:43Z [--] followers, [--] engagements
"You know the American Express credit cards but do you know the underlying business and stock Check out my deep dive to learn more about it here $AXP $V $MA 👇"
X Link 2023-11-09T20:31Z [--] followers, [--] engagements
"Since writing my deep dive on $ADBE the stock is up 72%🚀 Here is the original analysis: To find more gems check out my substack with deep dives on $AXP $EVO $EXPE $MKL $BTI $AAD.DE $QQQ $SPY $NDX"
X Link 2023-11-10T13:13Z [---] followers, [---] engagements
"My newest deep dive is out and I am happy to share it with you🥳 Learn more about $MELI and how it works here:👇👇 Previous deep dives include: $TPL $ADBE $AXP $EVO $EXPE $MKL $BTI $AAD.DE $QQQ $SPY $BTC $ETH"
X Link 2023-11-25T15:28Z [---] followers, [---] engagements
"@DevinLaSarre I recently wrote about $BTI $BAT and how insanely profitable it is"
X Link 2023-11-26T20:40Z [--] followers, [---] engagements
"@wolfofharcourt It seems like that the two of us @wolfofharcourt have quite some overlap in our investment research. I wrote about $EVO recently and why it is at a very interesting level right now. Let me know what you think:"
X Link 2023-11-28T15:47Z [--] followers, [---] engagements
"Fascinating data from Omdia Research on the shipments of $NVDA flagship H100 GPU. $META and $MSFT leading by a mile followed by $GOOGL $AMZN $ORCL and $TSLA. If you want to find interesting investment opportunities check out my substack 👇"
X Link 2023-12-01T10:01Z [--] followers, [---] engagements
"@AlecStapp Not that many. I wrote about $TPL which is one of the companies profiting strongly from this boom in US oil production:"
X Link 2023-12-01T13:53Z [---] followers, [---] engagements
"@SteadyCompound $EXPE is also at a very interesting level at the moment"
X Link 2023-12-02T14:58Z [--] followers, [--] engagements
"@Brian_Stoffel_ I just published a stock analysis of $MELI including a fundamental deep dive. You can find it here:"
X Link 2023-12-03T10:18Z [--] followers, [--] engagements
"@ClarkSquareCap Congrats What would you say was the main driver of readers to your Substack"
X Link 2023-12-04T08:14Z [--] followers, [--] engagements
"@InvestInAssets I was also quite surprised how strongly $EVO is growing. I wrote about the stock and the company in detail here:"
X Link 2023-12-12T13:20Z [---] followers, [---] engagements
"@TMTMoats Amazing for $AMZN. $MELI is also working on gaining revenue from advertising. Check out this deep dive into $MELI"
X Link 2023-12-17T11:33Z [--] followers, [--] engagements
"Always keep this in mind when investing: If you are looking in what stocks to hold in the long run then check out my substack $ADBE $MKL $MELI $TPL $EXPE $AXP $EVO $BTI $SPY $VOO $QQQ $BTC $ETH"
X Link 2023-12-25T09:12Z [---] followers, [---] engagements
"My Portfolio is up 31% 🚀 this year with a large cash position which had a negative impact on performance. These liquid funds give me the chance to invest in upcoming opportunities when they arrive. You will find them here $QQQ $SPY $MSFT $APPL $BTC $ETH"
X Link 2023-12-30T19:46Z [---] followers, [--] engagements
"Find my newest deep dive on $FTNT here and learn more about the company and the stock.👇👇 $PANW $S $QLYS $CRWD $ZS $OKTA $SPY $QQQ $BTC $ETH Former deep dives include: $ADBE $MKL $MELI $TPL $EVO $EXPE $BTI $BAT $AXP"
X Link 2024-01-02T17:02Z [---] followers, [---] engagements
"In case you are interested in cyber security companies check out Fortinet $FTNT. I wrote in detail about Fortinet and the stock here:👇💻 Fortinet is in the same interesting industry as $PANW $ZS $S $OKTA $CRWD $CSCO"
X Link 2024-01-03T14:22Z [--] followers, [---] engagements
"Here is an overview of how the stocks of my published deep dives performed since I posted the analyses. In the following tweets you will see a short description of what happened $ADBE +68% $EXPE +39% $AXP +15% $AAD.DE +9% $EVO +8% $MKL +5% $MELI +0% $BTI -9% $TPL -14% $INMD -53%"
X Link 2024-01-08T15:09Z [---] followers, [----] engagements
"Keep in mind that I am investing for many years to come. Apart from $INMD the evaluation of the company itself has not changed. None of this is financial advice. Do your own due diligence"
X Link 2024-01-08T15:09Z [--] followers, [---] engagements
"Adobe $ADBE behaved as expected and performed with +68% accordingly. Here is my analysis which I published on the 14th of May"
X Link 2024-01-08T15:09Z [---] followers, [---] engagements
"Expedia $EXPE followed up strong earnings with a massive share buyback program. Please show us more of this. Here is my analysis which I published on the 22nd of June. $SPY $QQQ"
X Link 2024-01-08T15:09Z [---] followers, [---] engagements
"American Express $AXP is trending towards its historical normal valuation. Here is my analysis which I published on the 6th of August. $SPY $QQQ"
X Link 2024-01-08T15:09Z [---] followers, [--] engagements
"Evolution AB $EVO keeps posting impressive numbers. There is a lot more room to grow. Here is my analysis which I published on the 16th of October. $SPY $QQQ"
X Link 2024-01-08T15:09Z [---] followers, [---] engagements
"Markel $MKL keeps grinding. I believe that Tom Gayner will continue to perform at an outstanding level. Here is my analysis which I published on the 3rd of June. $SPY $QQQ"
X Link 2024-01-08T15:09Z [---] followers, [---] engagements
"Mercado Libre $MELI is a very recent analysis so nothing much has changed since I published it on the 25th of November: $SPY $QQQ"
X Link 2024-01-08T15:09Z [---] followers, [---] engagements
"British American Tobacco $BTI $BAT lost some ground based on the amortization of its brands. This has no impact on the FCF and therefore is not of my concern. You'll get paid a handsome 10% dividend yield for waiting. Find my analysis here: $SPY $QQQ https://41investments.substack.com/p/british-american-tobacco https://41investments.substack.com/p/british-american-tobacco"
X Link 2024-01-08T15:09Z [---] followers, [---] engagements
"Texas Pacific Land $TPL lost some ground due to the falling oil price. The oil price will at some point go up again and $TPL will profit. Find my analysis from the 3rd of November here: $SPY $QQQ https://41investments.substack.com/p/texas-pacific-land-deep-dive https://41investments.substack.com/p/texas-pacific-land-deep-dive"
X Link 2024-01-08T15:09Z [---] followers, [---] engagements
"Wow this is amazing. A man of true vision. As an investor I am just hoping that $NVDA is finally coming back to a reasonable price. I would much rather buy $FTNT at these prices. Why You can find my analysis here:👇👇 Just pulled the [----] Nvidia Annual Report. Look at what Jensen was saying about phones and the future [--] years ago. Instead I was buying Blackberry lol $NVDA closed the year at 3.46$ https://t.co/Hj4ax0XhAd Just pulled the [----] Nvidia Annual Report. Look at what Jensen was saying about phones and the future [--] years ago. Instead I was buying Blackberry lol $NVDA closed the year"
X Link 2024-01-11T11:20Z [---] followers, [---] engagements
"@Quartr_App @carlquintanilla @KellyCNBC @DisruptorStocks @shambhavi @DineroCOP @4ki4 @mtucreativity @jennablan @KarenKKwok @IFB_podcast There will be more consolidation in the cyber security market. Fortinet $FTNT could be one of the buyers. I wrote about the company in detail here"
X Link 2024-01-11T16:28Z [--] followers, [--] engagements
"@Stock_Opine @ftr_investors @MoS_Investing @InvestInAssets @simpleinvest01 @Quality_stocksA @Stock_Inf0 @cdeltac @DavidCoxRJ @OwnerMentality @TalkMarkets Nice one. I wrote about $EXPE in detail before the stock repurchase program was announced. I believe it's still attractive at these levels"
X Link 2024-01-11T21:12Z [---] followers, [--] engagements
"@StockSavvyShay I've just recently written a detailed analysis about $MELI. You can find it here 🙂"
X Link 2024-01-12T19:49Z [---] followers, [--] engagements
"@FundasyInvestor Congrats I'm working towards the same goal. Where did the majority of your growh come from"
X Link 2024-01-13T14:16Z [---] followers, [--] engagements
"The yield curve for US Treasuries is looking interesting again. The short term funds are a great way to park money while you wait for amazing investing opportunities. You can find these opportunities for example on my substack. $SPY $QQQ $SPX $TSLA"
X Link 2024-01-13T15:49Z [---] followers, [---] engagements
"Let's have a look at the valuation of the leading cyber security companies. I am looking at the EV/FCF and I deducted SBC from the FCF 🟢 $FTNT [--] 🟠 $QLYS [----] 🟠 $PANW [----] 🔴 $CRWD [---] Fortinet is currently fairly valued. Learn more about it here:"
X Link 2024-01-13T17:43Z [---] followers, [---] engagements
"Is now the time for large stock purchases I say no. But NOW is the time to learn about great companies and then buy them when they are sold for now reason. One of these interesting companies is $FTNT Why Learn more here $SPX $SPY $QQQ $CRWD $PANW"
X Link 2024-01-14T12:12Z [---] followers, [---] engagements
"You want an example of pricing power Check out the recent price increase of Youtube Premium. I bet most of you are willing to pay more because Youtube is an essential part of your free time. To find more companies with pricing power check $GOOG $AAPL"
X Link 2024-01-14T14:57Z [---] followers, [--] engagements
"It's not the cheap stocks that get you into trouble. It's the cheap stocks that ain't cheap. Like $GM which has been trading at a PE of [--] in the last 5y but has gone nowhere. It's better to buy great companies. You can find these on my substack $SPY $SPX"
X Link 2024-01-15T15:20Z [--] followers, [--] engagements
"@StockSavvyShay I just published a deep dive on Fortinet. You can find it here"
X Link 2024-01-16T16:47Z [---] followers, [--] engagements
"Car companies such as $F $GM are notoriously bad investments. Why is that Their capital expenses consume most of the cash flow they generate. Its better to invest in capital light businesses such as $FTNT $SPX $SPY $QQQ"
X Link 2024-01-17T14:34Z [---] followers, [---] engagements
"Not all Free Cash flow is created equally. $ZM FCF (blue) is gone once you subtract SBC (black). $FTNT still has plenty of FCF (green) left once you deduct SBC (orange). ➡ invest in strong FCF generating companies like Fortinet. Find my analysis here"
X Link 2024-01-17T15:47Z [---] followers, [--] engagements
"Guess which company shows these strong numbers❓ Hint: it's not $PYPL $ADYEN $V $AXP or $MA. You will find this great company with a in depth article on my substack:"
X Link 2024-01-17T20:10Z [--] followers, [---] engagements
"You can bet that they are customer of $FTNT JP MORGAN SAYS HACKERS NOW TRY TO HACK JP MORGAN [--] BILLION TIMES EVERY SINGLE DAY JP MORGAN NOW SPENDS OVER $15 BILLION A YEAR ON TECH TO PREVENT HACKS $JPM JP MORGAN SAYS HACKERS NOW TRY TO HACK JP MORGAN [--] BILLION TIMES EVERY SINGLE DAY JP MORGAN NOW SPENDS OVER $15 BILLION A YEAR ON TECH TO PREVENT HACKS $JPM"
X Link 2024-01-17T21:54Z [---] followers, [--] engagements
"@LogicalThesis Plus the increased interest rate environment is nicely showing in their income statement and driving up the net income"
X Link 2024-01-18T10:41Z [---] followers, [--] engagements
"This is the point in time when I published my Adobe $ADBE deep dive. We're up some smooth 78% since then. 🚀 If you are interested in setups like this follow me on substack to receive fundamental research on companies $SPX $SPY $QQQ $TSLA $BTC"
X Link 2024-01-18T11:01Z [---] followers, [---] engagements
"The oil price $WTI will go up and down. $TPL Texas Pacific Land will continue to outperform the commodity market. If you want to profit from rising oil prices check out $TPL. You can find my analysis here: $XOM $CVX $SHEL $BP https://41investments.substack.com/p/texas-pacific-land-deep-dive https://41investments.substack.com/p/texas-pacific-land-deep-dive"
X Link 2024-01-18T12:04Z [---] followers, [---] engagements
"$IRBT business has been struggling for years now. Revenue gross margins and net income has been falling since years. $AMZN is probably happy to not have to buy the company in the end. Its better to invest in great companies such as $FTNT or $ADBE"
X Link 2024-01-19T12:41Z [---] followers, [---] engagements
"@StockSavvyShay I've just recently written about $MELI and I am very impressed with the company. You can find my analysis here"
X Link 2024-01-19T12:44Z [---] followers, [--] engagements
"Cybercrime will skyrocket in the next years. How can you profit from this trend without becoming a criminal🤔 You can invest in cyber security companies like $PANW $FTNT $ZS $CRWD. To learn more about Fortinet check out my in depth research"
X Link 2024-01-19T14:59Z [---] followers, [--] engagements
"This could be the moment in time when $PYPL finally makes a comeback. With an EV/net income of [----] strong FCF and a continuous buyback program the stock is strongly undervalued. Mark this moment👀👀"
X Link 2024-01-19T15:31Z [---] followers, [---] engagements
"Something to keep an eye on with $PYPL is the Interest And Investment Income segment. Due to the increased interest rate environment and the high amount of money kept on behalf of users Paypal earns now very well on these. Just like $MELI"
X Link 2024-01-19T18:55Z [---] followers, [---] engagements
"Purely holding a stock for its dividend is never a great idea. $WBA shows that a dividend aristocrat can loose you money over the long run. It's better to invest in sound businesses like $V $MA $ADBE $FTNT $MSFT $AAPL $META You will find more here ➡➡"
X Link 2024-01-20T19:02Z [---] followers, [---] engagements
"@Quality_stocksA nice one. Make sure to check out $FTNT as well. I wrote about the company recently"
X Link 2024-01-21T14:31Z [---] followers, [---] engagements
"Live below your means 🧘♀ Invest your savings in a smart way📖 Either via ETF $SPY $QQQ or in selected great companies📈 And before you know it you will have a nice cushion for the future. You will find some great companies here"
X Link 2024-01-21T14:59Z [---] followers, [--] engagements
"The global tourism market has strong projections. Companies as $BKNG $EXPE $ABNB all profit from this trend. If you want to learn more about the business of Expedia make sure to read my stock analysis. You will find it here"
X Link 2024-01-21T16:56Z [---] followers, [--] engagements
"The global payment processing market is growing at a rapid pace. Players like $V $MA $PYPL $AXP $SQ $FI will profit handsomely. I wrote about American Express in detail and you will find my deep dive here"
X Link 2024-01-22T19:05Z [---] followers, [---] engagements
"If you are into sneakers you might want to consider investing some of your money into the companies behind those sneakers $NKE $ADS.DE $PUM.DE👟"
X Link 2024-01-23T14:55Z [---] followers, [---] engagements
"That V shape chart stands for victory. One of the craziest changes in sentiment for $META. The only questions remains why I did not buy even more in December [----] 😅"
X Link 2024-01-24T15:02Z [---] followers, [--] engagements
"Find my first post of current interesting investment opportunities here. If you like this format please share and like this tweet 🙂 $SPY $SPX $PYPL $EVO $FTNT $TSLA $BTC $AAPL $MSFT $META"
X Link 2024-01-24T19:20Z [---] followers, [---] engagements
"Good investing is like taking a flight. ✈ Sit back relax and enjoy the journey. But only if you invest in great companies. How you may find them I wrote in detail about some of them on my substack: $SPY $SPX $QQQ $BTC $ADBE $FTNT $TSLA"
X Link 2024-01-25T14:56Z [---] followers, [---] engagements
"Cyber security stocks are up and to the right and are outperforming the $SPY S&P500 by a wide margin. 📈 I wrote about Fortinet $FTNT in detail on my substack why the company is very attractive. You can find it here $PANW $ZS $CRWD"
X Link 2024-01-25T17:04Z [---] followers, [---] engagements
"@Edelweiss_Cap Congrats What was the main driver for you"
X Link 2024-01-26T12:19Z [---] followers, [--] engagements
"American Express $AXP with strong guidance. Those who followed my analysis are up +23% since my recommendation in August [----]. You can find the deep dive here $V $MA $SQ $FI $GPN $PYPL $AFRM https://41investments.substack.com/p/american-express-deep-dive https://41investments.substack.com/p/american-express-deep-dive"
X Link 2024-01-26T15:08Z [---] followers, [---] engagements
"This should not surprise anyone who looked into the numbers👀 $MPW has 9.7bn in long term debt. With an OCF of 551m it is hard to pay that back. The operating income of 571m is being eaten up by the 400m in interest expenses.😱 $O $SPG $EQIX $VICI $AMT $DLR"
X Link 2024-01-26T15:25Z [---] followers, [---] engagements
"I would not read too much into the market perception of the $PYPL news. There are some good ideas and the company is still trading way below a normal valuation. Eventually the sentiment will change and nobody saw it coming"
X Link 2024-01-26T17:06Z [---] followers, [---] engagements
"I bought $URI United Rentals in early [----] at did not touch it since. This is another prime example what happens if you buy and leave great companies untouched and let the magic of compounding do its business. Now I am up 5x and have a dividend yield of 4% on my buying price😍"
X Link 2024-01-26T19:24Z [---] followers, [--] engagements
"Always know why you buy a certain company. Fear and Greed will make the stock price move. If you know why you bought it in the first place price is of no importance to you. A prime example is $TSLA. Driven up and down by speculation"
X Link 2024-01-27T16:56Z [---] followers, [--] engagements
"@European_DGI @Dividend_Talk $BTI is the better company and has less debt/FCF than $MO. I wrote about $BTI in detail here"
X Link 2024-03-03T09:06Z [---] followers, [---] engagements
"@CCM_Ryan $FTNT. As a head start you can check out my deep dive"
X Link 2024-03-06T17:48Z [---] followers, [--] engagements
"Congrats to those who followed my thesis on $AXP for a 37% gain in a short time frame. You can find the original deep dive here: $MA $V $PYPL $SQ https://41investments.substack.com/p/american-express-deep-dive https://41investments.substack.com/p/american-express-deep-dive"
X Link 2024-03-24T17:20Z [---] followers, [--] engagements
"@kouroshshafi has very nice deep dives. The most recent ones include $FTNT $EVO $AXP but also some small German companies such as Amadeus Fire http://41investments.substack.com http://41investments.substack.com"
X Link 2024-03-27T07:53Z [---] followers, [---] engagements
"All those who want to profit from the rising oil prices should take a look at $TPL. You can find my deep dive here👇🏼 $OXY $CVX $XOM $COP https://41investments.substack.com/p/texas-pacific-land-deep-dive https://41investments.substack.com/p/texas-pacific-land-deep-dive"
X Link 2024-04-03T19:21Z [---] followers, [---] engagements
"Could this finally be the bottom for $PYPL The chart looks good: Related to that you can find my deep dive on American Express here: $V $MA $AXP https://41investments.substack.com/p/american-express-deep-dive https://41investments.substack.com/p/american-express-deep-dive"
X Link 2024-04-04T07:30Z [---] followers, [--] engagements
"@WTIBull Are you long $TPL If not check out my deep dive https://41investments.substack.com/p/texas-pacific-land-deep-dive https://41investments.substack.com/p/texas-pacific-land-deep-dive"
X Link 2024-04-05T17:30Z [---] followers, [--] engagements
"Did you know that Starbucks $SBUX has almost $2.2bn worth of customer money in stored value cards and loyalty programms Assuming that they are parking the money in short term treasuries with 5% yield that is an extra 110m in income. Almost like a bank 🏦"
X Link 2024-04-12T09:08Z [---] followers, [--] engagements
"1/2 Better late then never you will my comments on some companies most recent earnings. Starting with $BTI: Q4/23: One-off write-down of brand values generate loss. Operationally even more profitable than before record FCF. Find the whole article here: https://41investments.substack.com/p/earnings-releases-of-q12024 https://41investments.substack.com/p/earnings-releases-of-q12024"
X Link 2024-04-12T10:19Z [---] followers, [--] engagements
"2/2 Dividend increases debt decreases and shares are bought back. New Category profitable for the first time. Low single-digit sales growth for [----]. The average remaining debt term is [--] years. Debt to be further reduced and part of the ITC stake to be sold. $MO $PM"
X Link 2024-04-12T10:19Z [---] followers, [---] engagements
"Oh Varta sad to see how deep the company has fallen. On top of bad fundamentals the cyber security attack dealt a large damage to the company. On the other hand that is great news for companies like $FTNT $PANW and $ZS You can find my analysis here https://41investments.substack.com/p/fortinet-stock-analysis-and-deep https://41investments.substack.com/p/fortinet-stock-analysis-and-deep"
X Link 2024-04-12T13:59Z [---] followers, [---] engagements
"Error of omission: Not buying $AMAT when it was so cheap in late [----]. How did I miss that one Did you buy it here👀"
X Link 2024-04-12T16:05Z [---] followers, [--] engagements
"1/2 My comments on the $GOOG earnings: Google Cloud is profitable for the first time for the year. Almost the entire FCF was used for share buybacks. YouTube continues to grow strongly. Costs are now to be more tightly controlled. YouTube is the leader in US streaming watch time"
X Link 2024-04-13T15:56Z [---] followers, [--] engagements
"2/2 At the current valuation Alphabet is very interesting. How often can you buy on of the best companies for an EV/Earnings of [----] with an expected EPS growth of 16% $GOOG $MSFT $META $SPY https://41investments.substack.com/p/earnings-releases-of-q12024 https://41investments.substack.com/p/earnings-releases-of-q12024"
X Link 2024-04-13T15:56Z [---] followers, [---] engagements
"1/2 My comments on $PYPL earnings: Revenue increases but hardly any Gross Profit remains. Costs fall and net income rises due to strong interest income. Stagnating EPS expected for FY24 although approx. 8% of shares will be retired"
X Link 2024-04-14T13:59Z [---] followers, [--] engagements
"1/2 My take on the most recent $ADBE earnings: New 25bn sharebuyback program is sufficient for 11% of all shares. 12% growth YoY. Firefly is now also used by enterprise clients such as IBM. 1bn breakup fee for the Figma deal"
X Link 2024-04-15T13:59Z [---] followers, [--] engagements
"1/2 So what did the most recent $ABNB earnings look like Sales in [----] +17% YoY. Very strong increase in G&A costs in Q4/23 due to one-off tax withholding (Italy). Interest income brings 720m of the 2.1bn operating income. $EXPE $BKNG $TRIP"
X Link 2024-04-15T16:03Z [---] followers, [---] engagements
"1/2 My take on the most recent $FTNT earnings: Billings growth weakens. Net income grows and outstanding shares fall. For [----] hardly growing billings and +8% revenue expected. Service revenue continues to grow strongly (very good). $PANW $ZS $QLYS $CRWD"
X Link 2024-04-15T18:06Z [---] followers, [---] engagements
"@MattLoszak The demand for oil stays high and companies such as Texas Pacific Land are profiting handsomely from it. I wrote about the investment case of $TPL here https://41investments.substack.com/p/texas-pacific-land-deep-dive https://41investments.substack.com/p/texas-pacific-land-deep-dive"
X Link 2024-04-16T07:19Z [---] followers, [--] engagements
"@KoyfinCharts If you want to learn more about $ADBE then check out my deep dive https://41investments.substack.com/p/adobe-fundamental-deep-dive https://41investments.substack.com/p/adobe-fundamental-deep-dive"
X Link 2024-04-17T05:44Z [---] followers, [--] engagements
"$CNXC is a beautiful example what happens when rising debt is eating into your net income. It looks cheap with a forward P/E of [--] but the debt is now higher than the market cap Always check the level of debt when analyzing a company 👀👀 $SPY $QQQ"
X Link 2024-04-19T13:30Z [---] followers, [---] engagements
"American Express $AXP is up some smooth 40% since I published my deep dive in August [----] 🎉 I hope some of you guys joined me in buying AXP. Here is the post: $V $MA $PYPL $SPY $QQQ https://41investments.substack.com/p/american-express-deep-dive https://41investments.substack.com/p/american-express-deep-dive"
X Link 2024-04-20T10:36Z [---] followers, [---] engagements
"@7LukeHallard Congrats Since I started digging into $MELI and wrote a deep dive about it I am getting more and more bullish. https://41investments.substack.com/p/mercadolibre-deep-dive https://41investments.substack.com/p/mercadolibre-deep-dive"
X Link 2024-04-20T10:38Z [---] followers, [---] engagements
"1/3 My comments on $PANW Q4 earnings: Q4/23: Continued strong billings & revenue growth. 1.5bn positive one-time tax effect this quarter makes comparability difficult going forward. PANW sees further consolidation of the market (good for the big players like PANW)"
X Link 2024-04-20T10:54Z [---] followers, [--] engagements
"2/3 $PANW wants to make the introduction phase easier for new customers in the future and these customers pay very little in the first few months; this will have an impact on billings growth in the next 12-18 months. After that billings will increase more strongly again"
X Link 2024-04-20T10:54Z [---] followers, [--] engagements
"3/3 Despite the changes $PANW is sticking to its EPS and FCF targets. For the time being the impact will only be on billings. PANW sees AI as a major demand driver for cybersecurity Find more info here $ZS $FTNT $QLYS $CRWD https://41investments.substack.com/p/earnings-releases-of-q12024 https://41investments.substack.com/p/earnings-releases-of-q12024"
X Link 2024-04-20T10:54Z [---] followers, [---] engagements
"This can be great news for companies like $TPL Texas Pacific Land who profit handsomely from an increase in the oil price. Find my deep dive here if you want to learn more about the company: https://41investments.substack.com/p/texas-pacific-land-deep-dive https://41investments.substack.com/p/texas-pacific-land-deep-dive"
X Link 2024-04-20T15:56Z [---] followers, [---] engagements
"My comment on $TPL Q4 earnings: Water sales continue to rise sharply as does the volume of oil produced. TPL wants to continue buying back shares as long as the price is attractive. If the share price is too high dividends will be paid instead. https://41investments.substack.com/p/earnings-releases-of-q12024 https://41investments.substack.com/p/earnings-releases-of-q12024"
X Link 2024-04-21T13:59Z [---] followers, [---] engagements
"$EXPE Q4 earnings 7.5% of all shares redeemed in [----] and a record result. CEO steps down after only [--] years. OneKey launch was successful. 30% fewer FTEs than in [----]. Debt stable at 6.3bn with 3.7% interest rate. Shares to be bought back further. $BKNG https://41investments.substack.com/p/earnings-releases-of-q12024 https://41investments.substack.com/p/earnings-releases-of-q12024"
X Link 2024-04-21T18:04Z [---] followers, [--] engagements
"@davey_juice These are the very same people who regret not reading my $MELI deep dive 😉 https://41investments.substack.com/p/mercadolibre-deep-dive https://41investments.substack.com/p/mercadolibre-deep-dive"
X Link 2024-04-22T15:38Z [---] followers, [---] engagements
"If you haven't bought $MELI yet now is a great time for you to do so. Learn more about the company by reading my deep dive https://41investments.substack.com/p/mercadolibre-deep-dive https://41investments.substack.com/p/mercadolibre-deep-dive"
X Link 2024-04-22T19:11Z [---] followers, [--] engagements
"Which will continue the widen the moat for companies such as $GOOG $META and $AMZN. I am a happy shareholder in all three of them🙂 A crazy fact from @mjmauboussin. The biggest tech companies are spending twice as much on capex as energy companies. https://t.co/3t1SNj1qA5 A crazy fact from @mjmauboussin. The biggest tech companies are spending twice as much on capex as energy companies. https://t.co/3t1SNj1qA5"
X Link 2024-04-23T18:03Z [---] followers, [---] engagements
"@JerryCap What an amazing job at capital allocation $MSCI. I wish more companies would follow a similar strategy"
X Link 2024-04-23T19:35Z [---] followers, [---] engagements
"So a friend asked me last week which dividend stock I can recommended and I told him to just buy $GOOG. Turns out I'm a mage after all🧙♂"
X Link 2024-04-26T10:38Z [---] followers, [--] engagements
"The newest deep dive is done. This time into a fascinating niche player in the semiconductor value chain. Give it a look and let me know what you think🙂 $ACLS $ASML $TXN $AMAT $LRCX $KLAC $TER $AMKR $QQQ $SPY https://41investments.substack.com/p/axcelis-stock-analysis-deep-dive https://41investments.substack.com/p/axcelis-stock-analysis-deep-dive"
X Link 2024-04-27T16:01Z [---] followers, [---] engagements
"The newest deep dive is done. This time into a fascinating niche player in the semiconductor value chain. Give it a look and let me know what you think 🤔 $ACLS $ASML $TXN $AMAT $LRCX $KLAC $TER $AMKR $QQQ $SPY https://41investments.substack.com/p/axcelis-stock-analysis-deep-dive https://41investments.substack.com/p/axcelis-stock-analysis-deep-dive"
X Link 2024-04-29T15:43Z [---] followers, [---] engagements
"I've looked into $SBUX two weeks ago and figured that $GOOG is still the better business and also more attractively priced even at the low levels of $SBUX. The earnings confirmed my thesis"
X Link 2024-05-01T13:58Z [---] followers, [--] engagements
"@JerryCap Where the heck is all the CapEx of $EXPE going"
X Link 2024-05-04T00:08Z [---] followers, [---] engagements
"Buffet sold $20bn of $AAPL shares to finally afford a house in Canada Warren Buffett hinted that Berkshire Hathaway was evaluating a possible investment opportunity north of the border. We do not feel uncomfortable in any way shape or form putting our money into Canada. In fact were actually looking at one thing now Buffett said. Watch the https://t.co/fbHGhiz9GC Warren Buffett hinted that Berkshire Hathaway was evaluating a possible investment opportunity north of the border. We do not feel uncomfortable in any way shape or form putting our money into Canada. In fact were actually looking at"
X Link 2024-05-04T19:49Z [---] followers, [---] engagements
"@MichaelAArouet If you're interested in a pure Permian Basin play then check out my Texas Pacific Land deep dive $TPL $OXY $XOM https://41investments.substack.com/p/texas-pacific-land-deep-dive https://41investments.substack.com/p/texas-pacific-land-deep-dive"
X Link 2024-05-06T05:13Z [---] followers, [--] engagements
"@AndrewRangeley You're more than welcome to shamelessly steal my pitch for $ACLS Axcelis a growing company with an EV/net income of [--]. You will find my write up here https://41investments.substack.com/p/axcelis-stock-analysis-deep-dive https://41investments.substack.com/p/axcelis-stock-analysis-deep-dive"
X Link 2024-05-06T14:32Z [---] followers, [---] engagements
"@FundasyInvestor A truly outstanding company. I was happy to add at these prices as well $MELI"
X Link 2024-05-06T20:01Z [---] followers, [--] engagements
"The first step of $MELI towards the US. If you want to learn more about the company then I highly recommend reading my deep dive https://41investments.substack.com/p/mercadolibre-deep-dive https://41investments.substack.com/p/mercadolibre-deep-dive"
X Link 2024-05-08T13:53Z [---] followers, [--] engagements
"@ValueSpotlight Well done execution into new cohorts such as Millenials. I wrote about it in my deep dive on $AXP https://41investments.substack.com/p/american-express-deep-dive https://41investments.substack.com/p/american-express-deep-dive"
X Link 2024-05-08T15:55Z [---] followers, [--] engagements
"Wow the sentiment on $MELI changed fast. +24% since I tweeted it. Who is invested in MercadoLibre Let me know in the comments below. You will find my thesis for $MELI here $GOOG $AMZN https://41investments.substack.com/p/mercadolibre-deep-dive If you haven't bought $MELI yet now is a great time for you to do so. Learn more about the company by reading my deep dive https://t.co/0tQaC59nCI https://t.co/Q2yd2kusjQ https://41investments.substack.com/p/mercadolibre-deep-dive If you haven't bought $MELI yet now is a great time for you to do so. Learn more about the company by reading my deep dive"
X Link 2024-05-09T16:22Z [---] followers, [---] engagements
"The bank of AirBnb $ABNB continues to earn huge amounts in interest income through the money the customers pay upfront. In the last quarter the net income contributed $202m of the $264m net income $EXPE $BKNG"
X Link 2024-05-09T19:11Z [---] followers, [---] engagements
"I really like it that $ABNB is swallowing up its own shares. YoY -3% and there are another $6bn of share buybacks outstanding"
X Link 2024-05-09T20:15Z [---] followers, [--] engagements
"@StockSavvyShay What about $FTNT. Fortinet has a very interesting business case. I wrote about it in detail here https://41investments.substack.com/p/fortinet-stock-analysis-and-deep https://41investments.substack.com/p/fortinet-stock-analysis-and-deep"
X Link 2024-05-10T14:48Z [---] followers, [--] engagements
"@CCM_Brett Peter Lynch also has a case"
X Link 2024-05-10T21:13Z [---] followers, [---] engagements
"$U is showing growth in the wrong direction in both shares outstanding and net income. Another tale of "the technology is interesting but the business model is broken" SBC of 750m in the last twelve months is just outrageous🔥"
X Link 2024-05-11T13:22Z [---] followers, [---] engagements
"@Quality_stocksA It's worth checking out Axcelis $ACLS. They are the biggest competitor of $AMAT for ion implantation. You can find my deep dive here https://41investments.substack.com/p/axcelis-stock-analysis-deep-dive https://41investments.substack.com/p/axcelis-stock-analysis-deep-dive"
X Link 2024-05-12T09:59Z [---] followers, [--] engagements
"To all the home owners out here: Which of these stores do you visit most frequently and which of these stocks do you own $HD $LOW $FND"
X Link 2024-05-12T16:04Z [---] followers, [---] engagements
"A very interesting quote from the $ABNB earnings call on how to drive growth in the future: $EXPE $BKNG"
X Link 2024-05-12T18:09Z [---] followers, [---] engagements
"$BKNG is beating $EXPE and $ABNB by a wide margin over the last three years. Which of these stocks do you own and why so"
X Link 2024-05-13T14:28Z [---] followers, [---] engagements
"$TPL with strong numbers again. Water sales continue to rise as well as water royalties and easement revenues. Find my deep dive here: $OXY $SHEL $XOM $CVX $COP $BP https://41investments.substack.com/p/texas-pacific-land-deep-dive https://41investments.substack.com/p/texas-pacific-land-deep-dive"
X Link 2024-05-13T18:58Z [---] followers, [---] engagements
"1/6 Let's have a look at the [--] worst performing stocks of the S&P500 this year and find my comments below: $INTC $EPAM $WBA $TSLA $BA"
X Link 2024-05-13T19:16Z [---] followers, [---] engagements
"2/6 $INTC: Intel has structural problems and has not managed to keep up with $TSM and Samsung for the [--] and 5nm technology. I would not invest here $ASML is a way better option if you want to participate from the AI boom"
X Link 2024-05-13T19:16Z [---] followers, [---] engagements
"3/6 $EPAM is a healthy and growing company with a relative attractive valuation of an EV/Net income of [--] at the moment. In my opinion this is the best of these [--] stocks"
X Link 2024-05-13T19:16Z [---] followers, [---] engagements
"4/6 $WBA has structural issues and has had trouble of staying profitable. Add to this the high debt and you got an unhealthy cocktail. $CVS"
X Link 2024-05-13T19:17Z [---] followers, [---] engagements
"5/6 $TSLA. Sorry Tesla fanboys at the end of the day Tesla is a car manufacturer and will have the margins of the traditional manufacturers. Increased competition from China does not help"
X Link 2024-05-13T19:17Z [---] followers, [---] engagements
"6/6 $BA Boeing. There are some issues if your product (planes) must be the safest way of travel and they just keep falling apart. The last fiscal year that Boeing made money was 2018😱"
X Link 2024-05-13T19:17Z [---] followers, [--] engagements
"A new 100% tariff on Chinese electric vehicles goes live in the US. If the European Union does not follow the local car manufacturers will be crushed $F $GM $TSLA $BYD $BMW $MBG"
X Link 2024-05-14T09:24Z [---] followers, [---] engagements
"$V Visa is just impressive. Processes transactions AND the take rate have been rising over the years. No wonder this is one of the best companies on the planet $MA $AXP $PYPL"
X Link 2024-05-14T14:32Z [---] followers, [---] engagements
"@IrrationalMrkts They also could just hold the PG in $AMZN and beat the market in almost every single year"
X Link 2024-05-17T22:07Z [---] followers, [--] engagements
"@ftr_investors @7LukeHallard @atmosinvest @danielnewmanUV @IFB_podcast @DivesTech @StefanThelenius @TickerSymbolYOU @Stock_Inf0 @BradoCapital Billions is the best show. To bad that it ended"
X Link 2024-05-19T11:43Z [---] followers, [----] engagements
"A great filter to ask yourself when researching a company: Is this a better business than X For me X means Alphabet $GOOG. What is it for you"
X Link 2024-05-19T14:26Z [---] followers, [--] engagements
"For those who are not aware of it: I'm publishing my deep dives into companies and stocks on my substack: You will find among others articles about $ACLS $ADBE $AXP $EVO $FTNT $MELI $MKL $TPL Go and check it out https://41investments.substack.com/ https://41investments.substack.com/"
X Link 2024-05-19T15:08Z [---] followers, [---] engagements
"The reason why I love Alphabet as a business and as an investment $GOOG $GOOGL 1) Alphabet is still the largest advertiser in the world"
X Link 2024-05-19T19:07Z [---] followers, [--] engagements
"2) Youtube is a juggernaut and continues to make more and more money. At the same time the cost for the content is quite low compared to $DIS and $NFLX $GOOG @finchat_io nice charts"
X Link 2024-05-19T19:07Z [---] followers, [--] engagements
"3) Google Cloud started to earn money and will contribute to the overall profit: $AMZN $BABA $MSFT $GOOG"
X Link 2024-05-19T19:07Z [---] followers, [--] engagements
"4) $GOOG still has $108bn of cash at hand. This is used mostly to buy back shares and the number of shares continues to decline. Good for me since I increase my ownership of Alphabet even without buying additional shares. Reminds me of $AAPL and the same benefit that Buffett had from $KO and $AXP"
X Link 2024-05-19T19:07Z [---] followers, [--] engagements
"5) I believe that many people still underestimate $GOOG advances with Waymo the autonomous vehicle tech part of Alphabet. Watch out $TSLA"
X Link 2024-05-19T19:07Z [---] followers, [--] engagements
"6) And the best part is: $GOOG is still just trading at an EV/net income of [--]. Many other much worse companies demand higher multiples. Therefore always ask yourself: Would I rather buy stock X or increase my holding in $GOOG Here you can see the historical valuation on an EV/EBIT basis"
X Link 2024-05-19T19:07Z [---] followers, [---] engagements
"In case you wonder where all the CapEx is going. I'll expect $META to catch up $MSFT $AMZN $GOOG $AAPL Big techs data centers 👀 https://t.co/ViRJtar5Ig Big techs data centers 👀 https://t.co/ViRJtar5Ig"
X Link 2024-05-20T08:42Z [---] followers, [--] engagements
"1/14 The superinvestors of the world showed us their hands (portfolio) this week. Let's have a look at what they bought and sold You will find the full article here https://41investments.substack.com/p/q12024-superinvestor-portfolio-update https://41investments.substack.com/p/q12024-superinvestor-portfolio-update"
X Link 2024-05-20T17:05Z [---] followers, [---] engagements
"2/14 Chuck Akre trimmed his top positions and sold Brookfield Asset Management $BAM and Dollar Tree $DLTR . New additions include $Uber and CCC Intelligent Solutions $CCCS"
X Link 2024-05-20T17:05Z [---] followers, [---] engagements
"3/14 AltaRock Partners No big changes here and only trimmings to all positions. Maybe they are building up cash to benefits from a potential decline in the markets. $TDG $AMZN $MSFT $GOOGL $V"
X Link 2024-05-20T17:05Z [---] followers, [---] engagements
"4/14 Terry Smith has a broadly diversified portfolio and is not as concentrated as Valley Forge. Due to this there is a lot of change. The most important ones include: Brand new investments into Texas Instruments $TXN and Choice Hotels $CHH and doubling the position into Paycom $PAYC . He sold IPG Photonics $IPGP and Johnson & Johnson $JNJ completely. The top positions of the portfolio stay the same"
X Link 2024-05-20T17:05Z [---] followers, [---] engagements
"5/14 Valley Forge is as concentrated as they come. No change in the portfolio. You will have a hard time to find better companies. $FICO $MA $SPGI $MCO $INTU $V $AZPN $ASML"
X Link 2024-05-20T17:05Z [---] followers, [---] engagements
"6/14 Quite a large portfolio and here are the top positions. A large addition to Thermo Fisher $TMO Zoetis $ZTS Nike $NKE and Paycom $PAYC (like Terry Smith). They sold out of Paypal $PYPL since they were not happy with the slow progress of the company and trimmed their large ServiceNow $NOW position"
X Link 2024-05-20T17:05Z [---] followers, [---] engagements
"7/14 No big change for Bill Ackman. He sold Lowes $LOW completely and reduced his share in Chipotle $CMG which he has been holdings for many years"
X Link 2024-05-20T17:05Z [---] followers, [---] engagements
"8/14 David Tepper is betting big-time on Alibaba $BABA and made it 1/8 of his fund. Other major changes include the reduction in $Uber Nvidia $NVDA and $META while he has a brand new position in Adobe $ADBE"
X Link 2024-05-20T17:05Z [---] followers, [---] engagements
"@finchat_io $MELI is as beast. I wrote about it in detail here. Check it out if you want to learn more about the business https://41investments.substack.com/p/mercadolibre-deep-dive https://41investments.substack.com/p/mercadolibre-deep-dive"
X Link 2024-05-20T21:14Z [---] followers, [--] engagements
"Now that's an interesting feature to shut off the EUV machines $ASML $TSMC $INTC $NVDA"
X Link 2024-05-21T14:10Z [---] followers, [--] engagements
"Maybe $BTI is finally bottoming out here Still dirt cheap with EV/Net income of [---] and an EV/FCF of [--]. I wrote about it in detail here $MO $PM https://41investments.substack.com/p/british-american-tobacco https://41investments.substack.com/p/british-american-tobacco"
X Link 2024-05-21T18:26Z [---] followers, [---] engagements
"@finchat_io The bank of $ABNB continues to print money"
X Link 2024-05-22T04:41Z [---] followers, [---] engagements
"That's amazing For those who want to read in depth about the company and the business check out my deep dive $MELI $AMZN https://41investments.substack.com/p/mercadolibre-deep-dive Latin American e-commerce and fintech giant MercadoLibre is beginning conversations with Mexicos authorities to apply for a banking license https://t.co/r0HOToSr28 https://41investments.substack.com/p/mercadolibre-deep-dive Latin American e-commerce and fintech giant MercadoLibre is beginning conversations with Mexicos authorities to apply for a banking license https://t.co/r0HOToSr28"
X Link 2024-05-22T05:34Z [---] followers, [--] engagements
"No wonder companies such as $SBUX $MCD $CMG $YUM are having a hard time attracting customers from the lower income class. These price increases are tough"
X Link 2024-05-22T14:32Z [---] followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing