# ![@DayPriest Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::122679368.png) @DayPriest DayPriest Investor | در امتداد بازار سرمایه

DayPriest Investor | در امتداد بازار سرمایه posts on X about investment, strong, if you, $uber the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::122679368/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::122679368/c:line/m:interactions.svg)

- [--] Week [-----] +162%
- [--] Month [-----] +4.70%
- [--] Months [------] +68%
- [--] Year [-------] +111%

### Mentions: [--] [#](/creator/twitter::122679368/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::122679368/c:line/m:posts_active.svg)

- [--] Week [--] +130%
- [--] Month [--] +2.90%
- [--] Months [---] +80%
- [--] Year [---] +35%

### Followers: [---] [#](/creator/twitter::122679368/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::122679368/c:line/m:followers.svg)

- [--] Week [---] +0.77%
- [--] Month [---] +0.51%
- [--] Months [---] +32%
- [--] Year [---] +140%

### CreatorRank: [---------] [#](/creator/twitter::122679368/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::122679368/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  98% [stocks](/list/stocks)  39% [technology brands](/list/technology-brands)  23% [cryptocurrencies](/list/cryptocurrencies)  8% [fashion brands](/list/fashion-brands)  5% [financial services](/list/financial-services)  5% [automotive brands](/list/automotive-brands)  2% [currencies](/list/currencies)  2% [countries](/list/countries)  2% [social networks](/list/social-networks)  1%

**Social topic influence**
[investment](/topic/investment) #4334, [strong](/topic/strong) 11%, [if you](/topic/if-you) 10%, [$uber](/topic/$uber) #907, [$hcc](/topic/$hcc) 9%, [stocks](/topic/stocks) 9%, [$csuto](/topic/$csuto) 9%, [$celh](/topic/$celh) 7%, [business](/topic/business) 7%, [$csu](/topic/$csu) #16

**Top accounts mentioned or mentioned by**
[@fifteencagr](/creator/undefined) [@grok](/creator/undefined) [@gainifyio](/creator/undefined) [@daypriestinvestorr28zcqautmmediumiosutmsourceprofileshareimagevariantlight](/creator/undefined) [@mrmustache74](/creator/undefined) [@alifarhat79](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@araghchi](/creator/undefined) [@potus](/creator/undefined) [@juurq](/creator/undefined) [@gymfiesta](/creator/undefined) [@simeonresearch](/creator/undefined) [@hollertotide](/creator/undefined) [@airbreather1980](/creator/undefined) [@peterdacreep](/creator/undefined)

**Top assets mentioned**
[Uber Technologies, Inc. (UBER)](/topic/$uber) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Dutch Bros, Inc. (BROS)](/topic/$bros) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [Dash (DASH)](/topic/$dash) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Copart, Inc. (CPRT)](/topic/$cprt) [GigaCloud Technology Inc (GCT)](/topic/$gct) [NuCypher (NU)](/topic/$nu) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Barrick Gold Corp. (GOLD)](/topic/$gold) [DoorDash Inc. (DASH)](/topic/doordash) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [The Official [--] coin (76)](/topic/$76) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Bitcoin (BTC)](/topic/$btc) [PepsiCo, Inc. (PEP)](/topic/$pep) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [ACV Auctions Inc. (ACVA)](/topic/$acva) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Tesla, Inc. (TSLA)](/topic/$tsla)
### Top Social Posts
Top posts by engagements in the last [--] hours

"I decided to revisit the investment thesis on $HCC My first deep dive was in May [----] when HCC looked expensive and nobody cared about coal. Since then the stock is up 88%. Off course this is not a victory lap. Its a reassessment: what worked what changed and whether the commodity cycle is just getting started. Full deep dive here 👇 https://daypriestinvestor.substack.com/p/warrior-met-coal-hcc-when-a-high https://daypriestinvestor.substack.com/p/warrior-met-coal-hcc-when-a-high"  
[X Link](https://x.com/DayPriest/status/2008630205552722335)  2026-01-06T20:02Z [---] followers, [----] engagements


"Warrior Met Coal $HCC dropped 16% from its highs. Its basically back to where we were few weeks ago when I published the deep dive. Thats noise not a thesis breaker. Why did it drop Most likely just profit taking after a strong run plus the usual cyclical sensitivity to any met coal / steel headlines or risk-off days. These stocks dont move in straight lines. What I care about hasnt changed: - Blue Creek execution - cost discipline - net cash balance sheet - and where we are in the coking coal cycle If those stay intact volatility is part of the game. I am curious if you are adding holding or"  
[X Link](https://x.com/DayPriest/status/2017400499306168323)  2026-01-31T00:52Z [---] followers, [---] engagements


"Its funny when $GOLD and $SILVER were quiet nobody cared. Now after the move everyone asks if they should buy. Same psychology with $CSU.TO: ignore it when its boring chase it when its expensive panic when it drops. If you want to outperform: buy good assets when nobody wants them. I wrote a short piece on what would actually break the CSU thesis. #Investing #Stocks $TOI.V $LMN.V https://daypriestinvestor.substack.com/p/constellation-software-thesis-is https://daypriestinvestor.substack.com/p/constellation-software-thesis-is"  
[X Link](https://x.com/DayPriest/status/2018330977165029737)  2026-02-02T14:29Z [---] followers, [---] engagements


"Kelly Partners Group ( $KPG) has fallen a lot lately and I can see why some investors are getting nervous. But for me nothing important changed. Its still not in my buy territory yet. KPG is a new member of my Watchlist Pulse I published a few weeks ago with my framework for how I track these drawdowns and where I would actually get interested. If you missed it this is a good time to take a look 👇 #investing #FinTwitt #Australian https://daypriestinvestor.substack.com/p/daypriest-watchlist-pulse-kelly-partners https://daypriestinvestor.substack.com/p/daypriest-watchlist-pulse-kelly-partners"  
[X Link](https://x.com/DayPriest/status/2018590138222215263)  2026-02-03T07:39Z [---] followers, [---] engagements


"Software stocks are in free fall. $CSU.TO got hit hard too. Right now it looks like the thesis is broken. But most of the time this isnt a thesis break its premium multiple compression. The market just stopped paying up for software. Price action isnt the thesis. The thesis breaks only if the engine breaks: deals discipline FCF quality. Personally I think there might still be room for more compression. C$1600 wouldnt shock me. Not a must just possible. Full piece: 👇 #Investing #Stocks #TSX #SoftwareStocks #LongTermInvesting"  
[X Link](https://x.com/DayPriest/status/2019000231795339355)  2026-02-04T10:49Z [---] followers, [---] engagements


"The whole market is red today. $HCC is down too. Thesis hasnt changed. This is just volatility doing its thing. If youre curious which price zones Im watching (and how Im thinking about sizing) its all laid out in my deep dive 👇 I decided to revisit the investment thesis on $HCC My first deep dive was in May [----] when HCC looked expensive and nobody cared about coal. Since then the stock is up 88%. Off course this is not a victory lap. Its a reassessment: what worked what changed and whether https://t.co/qW05XJO99x I decided to revisit the investment thesis on $HCC My first deep dive was in"  
[X Link](https://x.com/DayPriest/status/2019525357637161366)  2026-02-05T21:35Z [---] followers, [---] engagements


"$UBER vs DoorDash $DASH isnt really a product comparison. To me Uber feels like its in harvest mode now. DoorDash feels like its still buying growth and optionality. I wrote a proper breakdown of the engines before talking valuation (pre-earnings) 🔗 #investing #Uber #FinTwitt https://open.substack.com/pub/daypriestinvestor/p/the-platform-battle-uber-vs-doordashr=28zcqa&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/daypriestinvestor/p/the-platform-battle-uber-vs-doordashr=28zcqa&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/DayPriest/status/2020111412949913704)  2026-02-07T12:24Z [---] followers, [---] engagements


"6.7% forward FCF yield on $CSU.TO feels like Mr. Market is messing with us. Could be one of those rare valuation resets as long as the engine is still intact. If the engine hasnt changed this yield is Mr. Market handing out future returns. If the engine has changed its a value trap. Im watching the engine: deals discipline FCF quality. https://twitter.com/i/web/status/2020184234942415181 https://twitter.com/i/web/status/2020184234942415181"  
[X Link](https://x.com/DayPriest/status/2020184234942415181)  2026-02-07T17:13Z [---] followers, [---] engagements


"I wouldve loved to see $CELH trade lower ideally closer to my worst-case scenario. But honestly I dont think well get that chance. The stock is already up 20% since my last valuation in November. Now its about waiting for the next earnings on March [--] and seeing how the story develops. Read the full valuation here: 🔗 https://open.substack.com/pub/daypriestinvestor/p/celsius-holdings-celh-_-is-it-stillr=28zcqa&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/daypriestinvestor/p/celsius-holdings-celh-_-is-it-stillr=28zcqa&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/DayPriest/status/2020603324488352129)  2026-02-08T20:59Z [---] followers, [---] engagements


"Since I wrote the Watchlist Pulse Kelly Partners Group ( $KPG) has fallen 30% and is now trading right inside my action zone. This is exactly why I map zones before price gets there. #StockMarket #FinTwitt Kelly Partners Group ( $KPG) has fallen a lot lately and I can see why some investors are getting nervous. But for me nothing important changed. Its still not in my buy territory yet. KPG is a new member of my Watchlist Pulse I published a few weeks ago with my framework https://t.co/riI4C8IOyQ Kelly Partners Group ( $KPG) has fallen a lot lately and I can see why some investors are getting"  
[X Link](https://x.com/DayPriest/status/2020608547785252906)  2026-02-08T21:19Z [---] followers, [---] engagements


"Investing isnt a game of perfection. Its a game of continuous improvement. You dont need to be right all the time. You just need to be a little better each cycle"  
[X Link](https://x.com/DayPriest/status/2021251578867446020)  2026-02-10T15:55Z [---] followers, [--] engagements


"Buying the dip on $ASML last year and sticking with it was one of my best decisions lately. Im taking a similar approach with $CSU.TO. Lets see what Ill be saying about it a year from now"  
[X Link](https://x.com/DayPriest/status/2021254511092773069)  2026-02-10T16:06Z [---] followers, [---] engagements


"Some problems hurt everyone except the person causing them. Death is one. Stupidity is another"  
[X Link](https://x.com/DayPriest/status/2021265935491854464)  2026-02-10T16:52Z [---] followers, [--] engagements


"I keep hearing this line: For great companies you must accept the premium. Honestly thats not a strategy. Its usually just a polite way to justify overpaying. Yes great companies often deserve a premium. But they dont deserve an unlimited one. $CSU is a perfect reminder: the business can keep executing and the stock can still deliver pain if the multiple compresses. Premium compounders can trade expensive for years until one day the market simply refuses to pay that premium anymore. And thats the real lesson: Your return is still a function of two things: quality 2.The price you pay Ignore"  
[X Link](https://x.com/DayPriest/status/2021353161215156363)  2026-02-10T22:38Z [---] followers, [---] engagements


"Thesis update: The market is treating $ACVA like a broken marketplace. After digging through the numbers I think what got repriced is the risk not the core engine. In the post I walk through the scoreboard what actually happened with the credit event my bear/base/bull valuation map and the buy/hold/trim zones Im using. Small side note: the CEO recently bought about $120k worth of shares (via a 10b5-1 plan). Good alignment not a timing signal Read it here 👇 🔗 https://open.substack.com/pub/daypriestinvestor/p/acva-a-15b-platform-left-for-deadr=28zcqa&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/anyuser/status/2021561411315405132)  2026-02-11T12:26Z [---] followers, [---] engagements


"I finally published the $UBER valuation I promised after my $UBER vs $DASH piece. At around $75 the reverse DCF basically says the market is underwriting roughly 10.7% normalized FCF growth for the next decade (with a pretty normal discount rate). Question I kept coming back to while modeling it: is that a fair bar for Uber or is the market still treating it like a slow low-growth utility Full deep dive is up now (reverse DCF free full scenarios + my action zones inside). 👇 https://daypriestinvestor.substack.com/p/uber-the-140-case-hiding-inside-a I just finished my $UBER valuation deep"  
[X Link](https://x.com/anyuser/status/2021696756421902533)  2026-02-11T21:24Z [---] followers, [---] engagements


"The market is pricing $UBER like its best days are behind it. Im not convinced. What if the margin story is just getting started I think a lot of investors are looking at $UBER the wrong way. The question isnt Is Uber expensive at $71 When I built the model the stock was closer to $75. The real question: is this a multi-year compounder or just a sentiment trade 👇 🔗https://t.co/c3FsZ5oZBF #Uber https://t.co/kZLDj80Gwk I think a lot of investors are looking at $UBER the wrong way. The question isnt Is Uber expensive at $71 When I built the model the stock was closer to $75. The real question:"  
[X Link](https://x.com/anyuser/status/2021954345718493535)  2026-02-12T14:27Z [---] followers, [---] engagements


"When the market falls its easy to feel like you should do something. Most of the time that feeling is just fear plus no plan. What helps me is having action zones for the companies I follow. Not one perfect price but ranges where I already know what Ill do: 🔹add a bit 🔹add more 🔹do nothing 🔹trim if it gets stretched Because if you wait until the red day to decide you either freeze or FOMO. Thats also why my deep dives usually include a simple DayPriest Playbook section with those zones. Not to predict the market just to have a plan when theres blood in the streets."  
[X Link](https://x.com/DayPriest/status/2022027069245337657)  2026-02-12T19:16Z [---] followers, [--] engagements


"Many payment stocks have been under pressure lately while $NU has held up relatively better"  
[X Link](https://x.com/DayPriest/status/2022221324161364157)  2026-02-13T08:08Z [---] followers, [---] engagements


"$ASML No thanks. Im not selling a single share. Yes it might be overvalued. It can even get more overvalued. But this is one of those businesses Id rather hold through valuation swings than trade around. Ill manage risk by sizing not by selling my core"  
[X Link](https://x.com/anyuser/status/2022239262532595826)  2026-02-13T09:19Z [---] followers, [--] engagements


"Dutch Bros ( $BROS) just bounced hard after earnings right after tagging my accumulation zone from a few months ago. Nice to see the roadmap play out. That said I still think there may be room for it to get cheaper depending on market mood and multiple compression. And if it doesnt Im totally fine passing. Dutch Bros ( $BROS) the drive-thru franchise everyone is watching. At around $54 its fair to slightly rich not steal-cheap. On a comprehensive EV basis (including leases & NCI) I get: EV/EBITDA [----] and EV/S [---] on FY25 guidance. My playbook: 🟢 Add: [---] EV/S https://t.co/7Sa24BGLuI Dutch"  
[X Link](https://x.com/DayPriest/status/2022276405073973388)  2026-02-13T11:47Z [---] followers, [---] engagements


"When price cant push higher even on good news technically its usually a bearish sign. Same with Dutch Bros ( $BROS): it was +12% pre-market after strong earnings but its closing around +4.6%. Of course its not guaranteed bearish. It just tells me the risk/reward favors patience. I can wait for better prices. Dutch Bros ( $BROS) just bounced hard after earnings right after tagging my accumulation zone from a few months ago. Nice to see the roadmap play out. That said I still think there may be room for it to get cheaper depending on market mood and multiple compression. And if it Dutch Bros ("  
[X Link](https://x.com/DayPriest/status/2022418277390057512)  2026-02-13T21:11Z [---] followers, [---] engagements


"Wondering why $UBER is pulling back My valuation work still shows some downside room. Zones are in the deep dive"  
[X Link](https://x.com/DayPriest/status/2022415153015460023)  2026-02-13T20:58Z [---] followers, [---] engagements


"@gainify_io The market is pricing $UBER like its best days are behind it. Im not convinced. What if the margin story is just getting started My valuation work still shows some downside room. Zones are in the deep dive. 👇 https://daypriestinvestor.substack.com/p/uber-the-140-case-hiding-inside-ar=28zcqa https://daypriestinvestor.substack.com/p/uber-the-140-case-hiding-inside-ar=28zcqa"  
[X Link](https://x.com/DayPriest/status/2022436266277577094)  2026-02-13T22:22Z [---] followers, [---] engagements


"@fifteenCAGR I dont think AV kills $UBER overnight. Driving is just one piece. The real grind is demand/distribution pricing support fraud and city by city ops. Uber already has that layer built"  
[X Link](https://x.com/DayPriest/status/2022464424276369449)  2026-02-14T00:14Z [---] followers, [---] engagements


"I just finished my $UBER valuation deep dive. At $75 the market is pricing Uber like a slow low-growth utility. My model says thats not the full story. This drops Wednesday Feb [--]. Free readers get the setup. Paid members get the full valuation scenarios and my Buy Zones. Want it in your inbox Subscribe. Want the full numbers Upgrade. 🔗 https://substack.com/@daypriestinvestorr=28zcqa&utm_medium=ios&utm_source=profile&shareImageVariant=light https://substack.com/@daypriestinvestorr=28zcqa&utm_medium=ios&utm_source=profile&shareImageVariant=light"  
[X Link](https://x.com/DayPriest/status/2020859460806197360)  2026-02-09T13:56Z [---] followers, [---] engagements


"I think a lot of investors are looking at $UBER the wrong way. The question isnt Is Uber expensive at $71 When I built the model the stock was closer to $75. The real question: is this a multi-year compounder or just a sentiment trade 👇 #Uber #investing $DASH $GRAB $TSLA https://daypriestinvestor.substack.com/p/uber-the-140-case-hiding-inside-a https://daypriestinvestor.substack.com/p/uber-the-140-case-hiding-inside-a"  
[X Link](https://x.com/DayPriest/status/2021911489255190883)  2026-02-12T11:37Z [---] followers, [---] engagements


"While software is getting dumped like it has no future anymore one of the most boring names in my portfolio just hit an all-time high $Itochu (8001) doing Itochu things. Sometimes the best hedge against hype is boring. #FinTwit #investing"  
[X Link](https://x.com/DayPriest/status/2021970866159173998)  2026-02-12T15:33Z [---] followers, [--] engagements


"Back in Sep last year I published my $AMZN valuation and laid out my scenario ranges. Since then a lot of friends told me: It wont come back to your range anymore. My answer was simple: my favorite prices or I dont buy. Now $AMZN is finally sliding into my valuation zone and getting very close to my base case. My best buy range is still the same: somewhere between base case and worst case where I get enough margin of safety. First add more zone probably somewhere around 160-170 $. Let's see. The full valuation (with the scenarios and price zones) is still live here"  
[X Link](https://x.com/DayPriest/status/2021985678792306805)  2026-02-12T16:32Z [---] followers, [---] engagements


"When the market falls its easy to feel like you should do something. Most of the time that feeling is just fear plus no plan. What helps me is having action zones for the companies I follow. Not one perfect price but ranges where I already know what Ill do: 🔹add a bit 🔹add more 🔹do nothing 🔹trim if it gets stretched Because if you wait until the red day to decide you either freeze or FOMO. Thats also why my deep dives usually include a simple DayPriest Playbook section with those zones. Not to predict the market just to have a plan when theres blood in the streets. #investing #FinTwit"  
[X Link](https://x.com/DayPriest/status/2022027298216849691)  2026-02-12T19:17Z [---] followers, [--] engagements


"Shifting focus to organic growth isnt thesis-breaking. Its what great capital allocators do when the easy reinvestment runway narrows: improve pricing products and operating discipline inside the portfolio. The real question: can $CSU grow organically without losing the culture that made the M&A machine work in the first place"  
[X Link](https://x.com/DayPriest/status/2022469637859127748)  2026-02-14T00:35Z [---] followers, [---] engagements


"It depends if. _ U r a speculator or swing trader; then maybe yes. _ U r a Long-term investor but u wanna reallocate some of your capital in cheaper assets or raise some cash; then maybe taking some $NVDA profit off the table is not a bad idea. -U r a long-term investor and a believer in $NVDA's future and u dont give shit about Mr. Market's fluctuations; then leave it alone and let the compounding do the job"  
[X Link](https://x.com/DayPriest/status/1990867867093352621)  2025-11-18T19:41Z [---] followers, [---] engagements


"Hey bro Whats the next move with $BROS My valuation says: wait a bit longer. Not in my buy zone yet. Still slightly rich on my model. Dutch Bros ( $BROS) the drive-thru franchise everyone is watching. At around $54 its fair to slightly rich not steal-cheap. On a comprehensive EV basis (including leases & NCI) I get: EV/EBITDA [----] and EV/S [---] on FY25 guidance. My playbook: 🟢 Add: [---] EV/S https://t.co/7Sa24BGLuI Dutch Bros ( $BROS) the drive-thru franchise everyone is watching. At around $54 its fair to slightly rich not steal-cheap. On a comprehensive EV basis (including leases & NCI) I"  
[X Link](https://x.com/DayPriest/status/1990868856991080501)  2025-11-18T19:44Z [---] followers, [---] engagements


"TransMedics Group Inc $TMDX CEO Hassanein Buys [----] ($1M) shares. It is getting interesting again Out of the three stocks I picked in Dec [----] two of them " $CELH and $TMDX " have already delivered [--] gains so far. And the $ASML engine is still running strong (with room for the other two to keep pushing forward). 📕 Read the full story on Substack and follow for more deep https://t.co/CcIWwQalqi Out of the three stocks I picked in Dec [----] two of them " $CELH and $TMDX " have already delivered [--] gains so far. And the $ASML engine is still running strong (with room for the other two to keep"  
[X Link](https://x.com/DayPriest/status/1991126132339409067)  2025-11-19T12:47Z [---] followers, [---] engagements


"My expectations for $BTC s next move (back in August vs. today): As James Dalton says in Market Profile: "We dont forecast the market. We assess the risk of our positions." With that said $BTC has moved almost exactly the way I expected so far. But I really hope the rest of the projection doesnt come true. 😅 👇 Charts for context #DayPriestInvestor :      🤷♂  $BTC    : 🟢   🔴           .   https://t.co/h8BO7PY9ZI :      🤷♂  $BTC    : 🟢   🔴           .   https://t.co/h8BO7PY9ZI"  
[X Link](https://x.com/DayPriest/status/1991195802237301152)  2025-11-19T17:24Z [---] followers, [---] engagements


"Market must be smoking something to trade $CSU.TO at 5.8% forward FCFY"  
[X Link](https://x.com/DayPriest/status/1991630949264556219)  2025-11-20T22:13Z [---] followers, [---] engagements


"@MrMustache74 Exactly My projection shows $EURUSD falling mid-term as $DXY gets stronger. Probably till 2027-8. But who knows 🤷♂"  
[X Link](https://x.com/DayPriest/status/1991815716014887116)  2025-11-21T10:27Z [---] followers, [--] engagements


"Im planning to exit my $LULU position around the $225$250 range early next year. Great brand Just not the valuation I want to hold long-term. How am I this confident Hmmm good question. Lets just say I trust my gut. $LULU s quarterly EPS and Revenue. What do u see here When to buy and when to sell This year I will most probably follow my last years strategy. https://t.co/gsedrlASGT $LULU s quarterly EPS and Revenue. What do u see here When to buy and when to sell This year I will most probably follow my last years strategy. https://t.co/gsedrlASGT"  
[X Link](https://x.com/DayPriest/status/1991890834351104035)  2025-11-21T15:25Z [---] followers, [---] engagements


"Why do I think the USD ( $DXY) gets stronger in the mid-term and what does it mean for the stock market Were in the late stage of the tightening cycle. Rates are still high liquidity still tight but the Fed hasnt pivoted yet. And in this transition phase something predictable happens: 👉 The USD strengthens again. Not because the Fed is hiking but because U.S. rates remain high relative to Europe & Japan while global capital hides in the dollar. Historically: 🔴Strong USD pressure on equities (especially growth) 🟢Weak USD easing cycle new bull market So in the mid-term as long as were near"  
[X Link](https://x.com/DayPriest/status/1991892118176981093)  2025-11-21T15:31Z [---] followers, [--] engagements


"Why do I think the USD ( $DXY) gets stronger in the mid-term and what does it mean for the stock market Were in the late stage of the tightening cycle. Rates are still high liquidity still tight but the Fed hasnt pivoted yet. And in this transition phase something predictable happens: 👉 The USD strengthens again. Not because the Fed is hiking but because U.S. rates remain high relative to Europe & Japan while global capital hides in the dollar. Historically: 🔴Strong USD pressure on equities (especially growth) 🟢Weak USD easing cycle new bull market So in the mid-term as long as were near"  
[X Link](https://x.com/DayPriest/status/1991893151192105238)  2025-11-21T15:35Z [---] followers, [---] engagements


"$LULU Maybe. Maybe not. Im planning to exit my $LULU position around the $225$250 range early next year. Great brand Just not the valuation I want to hold long-term. How am I this confident Hmmm good question. Lets just say I trust my gut. Im planning to exit my $LULU position around the $225$250 range early next year. Great brand Just not the valuation I want to hold long-term. How am I this confident Hmmm good question. Lets just say I trust my gut"  
[X Link](https://x.com/DayPriest/status/1994428306389672032)  2025-11-28T15:28Z [---] followers, [---] engagements


"$NVDA hit my Best Case valuation zone and got rejected hard exactly where my September model warned. Now lets see if it gives us an add-more zone around $140150 (between the Base & Best Case scenarios). If you want the full 3-scenario valuation breakdown the model is here 👇 http://daypriestinvestor.substack.com $NVDA has been the hottest stock in the market over the last two years. But heres the real question: At todays price is NVIDIA fairly valued Or is the market already too optimistic 🤔 Full breakdown here on Substack👇 🔗https://t.co/dSUTLmPStq #DayPriestInvestor"  
[X Link](https://x.com/DayPriest/status/1995119414627258709)  2025-11-30T13:15Z [---] followers, [---] engagements


"I see a lot of people talking about Mastercard $MA lately. Amazing company. No doubt But I already have enough core compounders. Id rather focus on smaller high upside names like $NU or even micro-cap movers like. (you name it)"  
[X Link](https://x.com/DayPriest/status/1995789836096053384)  2025-12-02T09:39Z [---] followers, [--] engagements


"If I ever want to trim my $GOOGL position Id rather wait until it reaches my Best Case Scenario range. Same story as $NVDA: I did the valuation back in September it recently touched my Best Case zone and thats when I trimmed a little. So for $GOOGL Im waiting for a similar setup. If you want to see those Best Case ranges heres the full valuation on my Substack 👇 Why do I think $GOOGL at $320 is neither a buy nor a sell I break it down in my full valuation with [--] scenarios including my action zones at different price levels. Read it here on my Substack 👇 🔗https://t.co/wwSYPSqoOr"  
[X Link](https://x.com/DayPriest/status/1996189252128751938)  2025-12-03T12:06Z [---] followers, [---] engagements


"$CPRT is trading pretty close to my Bear Case scenario right now (hmmm somewhere between Base and Bear). A full new valuation deep dive is currently loading on #DayPriestInvestors Substack. Stay tuned. 👇"  
[X Link](https://x.com/DayPriest/status/1996218312062038388)  2025-12-03T14:01Z [---] followers, [---] engagements


"Wouldnt surprise me to see $ASML trading around the [----] range sooner or later. Out of the three stocks I picked in Dec [----] two of them " $CELH and $TMDX " have already delivered [--] gains so far. And the $ASML engine is still running strong (with room for the other two to keep pushing forward). 📕 Read the full story on Substack and follow for more deep https://t.co/CcIWwQalqi Out of the three stocks I picked in Dec [----] two of them " $CELH and $TMDX " have already delivered [--] gains so far. And the $ASML engine is still running strong (with room for the other two to keep pushing forward). 📕"  
[X Link](https://x.com/DayPriest/status/1996503688991678759)  2025-12-04T08:55Z [---] followers, [---] engagements


"$CELH is now showing the exact consolidation pattern I expected post-earnings. Dont miss the action zones in my latest valuation. 👇 Celsius Holdings ( $CELH) Ok guys After last weeks huge drop one question rises: Is it still hot or is it time to sell I ran a 10-Year DCF and updated my fair value scenarios. Also ran a Reverse DCF to see how much growth the market is currently pricing in at todays https://t.co/q1OdZkxxjU Celsius Holdings ( $CELH) Ok guys After last weeks huge drop one question rises: Is it still hot or is it time to sell I ran a 10-Year DCF and updated my fair value scenarios."  
[X Link](https://x.com/DayPriest/status/1996580351917895699)  2025-12-04T14:00Z [---] followers, [---] engagements


"Did I miss my $BROS Not sure yet. And even if I did Ill just move on to the next opportunity. I buy cheap or I dont buy. Dutch Bros ( $BROS) the drive-thru franchise everyone is watching. At around $54 its fair to slightly rich not steal-cheap. On a comprehensive EV basis (including leases & NCI) I get: EV/EBITDA [----] and EV/S [---] on FY25 guidance. My playbook: 🟢 Add: [---] EV/S https://t.co/7Sa24BGLuI Dutch Bros ( $BROS) the drive-thru franchise everyone is watching. At around $54 its fair to slightly rich not steal-cheap. On a comprehensive EV basis (including leases & NCI) I get: EV/EBITDA"  
[X Link](https://x.com/DayPriest/status/1998357399061819564)  2025-12-09T11:41Z [---] followers, [---] engagements


"Friends ask how I had the confidence to call $LULU bottoming near $160 when it was still above $200. Simple: Ive ridden this cycle before. $LULU tends to dip in summer recover into Q4 and peak around Q1. So every year I hop on in summer and hop off early the next year. This year Same story. I recently started a small $LULU position near current levels. I had sold my full stake back in January after a strong run not because I lost faith in the company but because the price no longer offered the margin of safety I needed. Since then Ive been waiting to scale at I recently started a small $LULU"  
[X Link](https://x.com/DayPriest/status/1999230952397242544)  2025-12-11T21:32Z [---] followers, [---] engagements


"Do you remember a few days before earnings when I said Im watching $CELH closely again Well I wasnt bearish. I just didnt like the risk at those levels. Im watching $CELH closely again. The ideal add-more zone sits around $40$50 where the 200-week MA and prior breakout align. Patience here could pay off big. still one of my favorite growth compounders #StockMarket $PEP #FinTwit https://t.co/Raw6L54G7W Im watching $CELH closely again. The ideal add-more zone sits around $40$50 where the 200-week MA and prior breakout align. Patience here could pay off big. still one of my favorite growth"  
[X Link](https://x.com/DayPriest/status/2000291201896124860)  2025-12-14T19:46Z [---] followers, [---] engagements


"A new investment case coming this week on my Substack. A Nordic micro-cap (sub-$100M) from the land of serial acquirers. Call it a Nordic healthcare $CSU-style story. Stay tuned. $TOI $LMN $CSU.TO"  
[X Link](https://x.com/DayPriest/status/2000350227019215070)  2025-12-14T23:40Z [---] followers, [---] engagements


"After the $CELH selloff about a month ago I ran a fresh valuation: 3-scenario normalized FCF DCF + a Reverse DCF. At the time the stock was trading around $41.5/share. Using very normal assumptions (9.5% WACC 2.5% terminal growth) the reverse DCF was basically saying this: Celsius will grow free cash flow only 7% per year for the next [--] years. Thats it. 🟠My base case assumes 11%. 🟢Bull case is meaningfully higher. 🔴Bear case was already below the market price back then. Youll find the full math the model and why this matters on my Substack 👇 $PEP $MNST $KO"  
[X Link](https://x.com/DayPriest/status/2000521220639609003)  2025-12-15T11:00Z [---] followers, [----] engagements


"$LULU "We don't predict we assess the risk of our positions" James Dalton Markets in Profile. $LULU Maybe. Maybe not. https://t.co/dDZThfJdnL $LULU Maybe. Maybe not. https://t.co/dDZThfJdnL"  
[X Link](https://x.com/DayPriest/status/2000674212147814532)  2025-12-15T21:07Z [---] followers, [---] engagements


"The new investment case drops today straight into your inbox if you know you know 😉 A tiny Nordic serial acquirer (sub-100M). Quiet. Under the radar. Worth a serious look. Details coming soon. $CSU $CSU.TO $TOI $LMN"  
[X Link](https://x.com/DayPriest/status/2001220699868823556)  2025-12-17T09:19Z [---] followers, [---] engagements


"Is it time for $BTC to bounce again Id say yes. A new ATH Id love it but Im not counting on it. The chart below shows how my August projection for BTC has played out so far. Pretty much on track. You can check my tweet from August for context. Yes its in Persian. Just hit the damn translate button or honestly just look at the chart and skip the text. :      🤷♂  $BTC    : 🟢   🔴           .   https://t.co/h8BO7PY9ZI :      🤷♂  $BTC    : 🟢   🔴           .   https://t.co/h8BO7PY9ZI"  
[X Link](https://x.com/DayPriest/status/2001229462633930989)  2025-12-17T09:54Z [---] followers, [--] engagements


"Nowadays Im looking at a sub-100M Nordic serial acquirer in healthcare software. Q3 EBITDA margin hit 30%. Recurring revenue is up 80% But heres the real story: With leverage this stock is basically a trust trade. Think early $CSU but with debt"  
[X Link](https://x.com/DayPriest/status/2001439004680495546)  2025-12-17T23:46Z [---] followers, [---] engagements


"I broke this down in a full deep dive on Substack: valuation map risk checklist and action zones. 👉 https://open.substack.com/pub/daypriestinvestor/p/under-100m-a-nordic-healthcare-csuutm_source=app-post-stats-page&r=28zcqa&utm_medium=ios https://open.substack.com/pub/daypriestinvestor/p/under-100m-a-nordic-healthcare-csuutm_source=app-post-stats-page&r=28zcqa&utm_medium=ios"  
[X Link](https://x.com/DayPriest/status/2001441127820366258)  2025-12-17T23:55Z [---] followers, [--] engagements


"The stock is up around 4.5% today after I released my deep dive on this new investment idea yesterday. If you know you know Nowadays Im looking at a sub-100M Nordic serial acquirer in healthcare software. Q3 EBITDA margin hit 30%. Recurring revenue is up 80% But heres the real story: With leverage this stock is basically a trust trade. Think early $CSU but with debt. Nowadays Im looking at a sub-100M Nordic serial acquirer in healthcare software. Q3 EBITDA margin hit 30%. Recurring revenue is up 80% But heres the real story: With leverage this stock is basically a trust trade. Think early"  
[X Link](https://x.com/DayPriest/status/2001621384796217558)  2025-12-18T11:51Z [---] followers, [--] engagements


"Well here we go again. Another +7% today. Still a few days left this year to see a 3x on $GCT in my portfolio. If not Im perfectly fine with 2.5x too. Another 2x this year. Hmmm not bad at all. Ill take it. 😏 $GCT Another 2x this year. Hmmm not bad at all. Ill take it. 😏 $GCT"  
[X Link](https://x.com/DayPriest/status/2001681523422945567)  2025-12-18T15:50Z [---] followers, [---] engagements


"Alright alright.another 2-bagger. $HCC just joined my 2x list for [----]. Honestly Ive stopped counting. Quick reminder though: What was my bull-case scenario for $HCC again 🤔 The market hates coal. But I just bought it. Warrior Met Coal ( $HCC) is my newest portfolio position. It is currently 1% of my total portfolio with room to grow. Here is why: 🔹 Net cash on the balance sheet 🔹 Cyclical upside + deep value setup 🔹 Burning cash now to build The market hates coal. But I just bought it. Warrior Met Coal ( $HCC) is my newest portfolio position. It is currently 1% of my total portfolio with"  
[X Link](https://x.com/DayPriest/status/2002040907957416308)  2025-12-19T15:38Z [---] followers, [---] engagements


"Teqnion AB ( $TEQ.ST) looks like its setting up before a breakout. If execution stays on track higher prices next year wouldnt surprise me. New ATHs are possible"  
[X Link](https://x.com/DayPriest/status/2003176921052676375)  2025-12-22T18:52Z [---] followers, [---] engagements


"If execution were truly broken I guess the real question is why $TEQ.ST still gets so much of your attention 😅 (just kidding 😉) Jokes aside write-offs are never a good look. But bad deals can happen in any M&A model even the great ones like $CSU.TO. Thats exactly why my deep dive focused on cash flow governance and execution not headline EBITA. If this turns into a pattern the long-term case breaks. If its a one-off and cash & disclosure improve the model still works. https://twitter.com/i/web/status/2003230645083079105 https://twitter.com/i/web/status/2003230645083079105"  
[X Link](https://x.com/DayPriest/status/2003230645083079105)  2025-12-22T22:26Z [---] followers, [---] engagements


"Bill Ackman says $UBER is incredibly cheap. I agree. Still Id rather buy it cheaper. Low $70s. Maybe lower. Otherwise Ill pass and remember: theres always another bus. The real questions: How much value growth is left from here And where does $UBER fit vs. other opportunities FCF is clearly inflecting. Valuation is compressing. Cheap is one thing. Cheap enough is another. @alifarhat79 Yes. It is incredibly cheap. @alifarhat79 Yes. It is incredibly cheap"  
[X Link](https://x.com/DayPriest/status/2006779933880651824)  2026-01-01T17:29Z [---] followers, [---] engagements


"🚨 New Investment Idea Most people think investing is about hot stocks. But these days Im spending time on an unknown sub-100M Nordic software company. Boring. Sticky. Healthcare. Serial-acquirer type mindset. It feels a bit like early $CSU but with real risk and leverage involved. Same earnings can lead to very different prices. Trust is the whole game here. I wrote a deep dive on Substack for those who like this kind of thinking. Link 👇 $TOI $LMN $TEQ.ST https://daypriestinvestor.substack.com/p/under-100m-a-nordic-healthcare-csu"  
[X Link](https://x.com/DayPriest/status/2009291793192636896)  2026-01-08T15:51Z [---] followers, [---] engagements


"@joecarlsonshow Thanks to $ASML"  
[X Link](https://x.com/DayPriest/status/2009668296568942806)  2026-01-09T16:47Z [---] followers, [---] engagements


"Unfortunately regime media still assumes people cant tell the difference. This isnt a live rally. Its recycled drone footage from years ago. #MakeIranGreatAgain ⚡BREAKING Live drone footage of a massive pro-government rally in the city of Arak This city has a population of [------]. https://t.co/ZF7C1wC1hM ⚡BREAKING Live drone footage of a massive pro-government rally in the city of Arak This city has a population of [------]. https://t.co/ZF7C1wC1hM"  
[X Link](https://x.com/DayPriest/status/2010783490649047372)  2026-01-12T18:38Z [---] followers, [--] engagements


"Unfortunately regime media is dumb enough to think people cant tell the difference. This isnt a live rally. Its recycled drone footage from years ago. #MakeIranGreatAgain ⚡BREAKING Live drone footage of a massive pro-government rally in the city of Arak This city has a population of [------]. https://t.co/ZF7C1wC1hM ⚡BREAKING Live drone footage of a massive pro-government rally in the city of Arak This city has a population of [------]. https://t.co/ZF7C1wC1hM"  
[X Link](https://x.com/DayPriest/status/2010783880304083308)  2026-01-12T18:40Z [---] followers, [---] engagements


"@araghchi The foreign minister uses ChatGPT or maybe @grok"  
[X Link](https://x.com/DayPriest/status/2011195609760379240)  2026-01-13T21:56Z [---] followers, [---] engagements


"Its apparently acceptable to shoot 20000+ of your own citizens as long as you postpone your performative hangings. Funny how the same people once denied shooting down Ukrainian Flight [---] in January [----]. If you believed that lie youll believe this one too. @POTUS #Iran #IranMassacre #IranRevolution2026 Donald J. Trump Truth Social Post 12:40 PM EST 01.16.26 https://t.co/NLf5YEmZkM Donald J. Trump Truth Social Post 12:40 PM EST 01.16.26 https://t.co/NLf5YEmZkM"  
[X Link](https://x.com/DayPriest/status/2012486197524811801)  2026-01-17T11:24Z [---] followers, [--] engagements


"🚨 Coca-Cola $KO Current Price: $63.66 📉 🔹 Upside Potential: Strong support at $63.5-$65. Could rise to $66-$68 if support holds. 🔹 Downside Risks: Key levels at $61 & $59. A dip below $60 may be a great buying opportunity for defensive investors 🛡 #KO #CocaCola #Investing #FinanceDaily $PEP $CELH $MNST https://twitter.com/i/web/status/1854823003546435715 https://twitter.com/i/web/status/1854823003546435715"  
[X Link](https://x.com/DayPriest/status/1854823003546435715)  2024-11-08T09:47Z [---] followers, [---] engagements


"Evolution AB $EVO.ST The expected EPS growth for the next quarters and years. Are you guys still bullish on this"  
[X Link](https://x.com/DayPriest/status/1988004264111755667)  2025-11-10T22:02Z [---] followers, [---] engagements


"Copart Inc. $CPRT: Accumulate or Wait for the Bottom Copart is a land-rich high-margin salvage platform. Dont think of it as just an auction site. Its a boring business. Exactly the kind I like owning as a long-term compounder. CPRT rarely gets cheap but after a 40% drawdown from the highs I decided it was time for a fresh valuation: 🔹4-scenario DCF 🔹Reverse DCF At $38 the market implies 9% FCF growth for [--] years which is closer to my Central case ($49 fair value) than my conservative one. Full Buy / Hold / Trim Playbook + model screenshots on Substack👇 #ValueInvesting #Investing $AN $AZO"  
[X Link](https://x.com/DayPriest/status/2000595085667270658)  2025-12-15T15:53Z [---] followers, [---] engagements


"🔗 Full $CPRT valuation Buy / Hold / Trim playbook and model screenshots here:👇 https://daypriestinvestor.substack.com/p/copart-cprt-fairly-priced-compounder https://daypriestinvestor.substack.com/p/copart-cprt-fairly-priced-compounder"  
[X Link](https://x.com/DayPriest/status/2000656928813539395)  2025-12-15T19:59Z [---] followers, [---] engagements


"What Copart Does Copart Inc. ( $CPRT) runs a global marketplace for damaged and total-loss vehicles. When an insurance company decides a car is not worth repairing anymore Copart takes over. It stores the car in one of its yards handles the paperwork and logistics and then sells the vehicle through an online auction. The buyers are dismantlers exporters rebuilders and parts dealers from all over the world. What matters to me as an investor is that Copart is not just a website. It is a system built on physical infrastructure (yards and land) logistics software and long-standing relationships"  
[X Link](https://x.com/DayPriest/status/2000843743834865783)  2025-12-16T08:21Z [---] followers, [---] engagements


"Warrior Met Coal $HCC dropped 16% from its highs. Its basically back to where we were few weeks ago when I published the deep dive. Thats noise not a thesis breaker. Why did it drop Most likely just profit taking after a strong run plus the usual cyclical sensitivity to any met coal / steel headlines or risk-off days. These stocks dont move in straight lines. What I care about hasnt changed: - Blue Creek execution - cost discipline - net cash balance sheet - and where we are in the coking coal cycle If those stay intact volatility is part of the game. I am curious if you are adding holding or"  
[X Link](https://x.com/DayPriest/status/2017392094768177239)  2026-01-31T00:18Z [---] followers, [--] engagements


"@fifteenCAGR Im with you. Execution is strong but this is still a cyclical business. Core position stays. Im not adding here unless we get much better zone. And if the met coal cycle turns euphoric Ill trim some into strength"  
[X Link](https://x.com/DayPriest/status/2017597083121840318)  2026-01-31T13:53Z [---] followers, [--] engagements


"Kinsale Capital $KNSL is a rare mix of growth and defensiveness. Niche insurance markets high margins and consistent profitability. A true sleep well at night stock that just keeps compounding. One of my favorites for the long term. https://twitter.com/i/web/status/1881103933919404180 https://twitter.com/i/web/status/1881103933919404180"  
[X Link](https://x.com/DayPriest/status/1881103933919404180)  2025-01-19T22:18Z [---] followers, [---] engagements


"4/ Key Traits of Compounders: _ Strong competitive moat _ Scalable business model _ High return on invested capital (ROIC) _ Management with skin in the game 🏆"  
[X Link](https://x.com/DayPriest/status/1882039779996647778)  2025-01-22T12:17Z [---] followers, [--] engagements


"5/ Sectors That Breed Compounders: _ Insurance: (e.g. Markel Kinsale Capital Group) _ Software & Tech: (e.g. Constellation Software $CSU Lumine Group $LMN) _ Alternative Assets: (e.g. $KKR Texas Pacific Land $TPL) 💼 https://twitter.com/i/web/status/1882039782064169216 https://twitter.com/i/web/status/1882039782064169216"  
[X Link](https://x.com/DayPriest/status/1882039782064169216)  2025-01-22T12:17Z [---] followers, [---] engagements


"$LIFCO missed earnings. But did market care Off course not. It's up %10 today ✅ Revenue: SEK [-----] bn +8.9% YoY ✅EPS: SEK [----] vs [----] last year +19.5% YoY ✅Management also cited 4.9% organic growth in Q3 ✅Low net debt [---] EBITDA When investors talk about serial acquirers usually come up the same names: _ Constellation Software $CSU.To in Canada is the obvious giant _ Topicus $TOI.TO in Europe is its younger sibling _ And Lifco $LIFCO in Sweden has built a strong reputation as the industrial https://t.co/JyVD11QYQr When investors talk about serial acquirers usually come up the same names: _"  
[X Link](https://x.com/DayPriest/status/1981778891866796319)  2025-10-24T17:44Z [---] followers, [---] engagements


"Warrior Met Coal $HCC Roughly 100% upside from the initial investment idea release on my Substack. But this is where I reassess. At first glance Coking Coal still looks like it has room to recover (look at SGX Aus Coking Coal futures chart). If that happens companies like $HCC or $AMR could see much higher prices. But remember: when coking coal prices were low many of these miners were already highly profitable and throwing off cash. This is a cycle + valuation + discipline story. https://twitter.com/i/web/status/2006035588298789374 https://twitter.com/i/web/status/2006035588298789374"  
[X Link](https://x.com/DayPriest/status/2006035588298789374)  2025-12-30T16:12Z [---] followers, [---] engagements


"$HCC is up around 88% since the first deep dive in May 2025"  
[X Link](https://x.com/DayPriest/status/2008631725497127162)  2026-01-06T20:08Z [---] followers, [---] engagements


"For those asking what Im doing with $HCC after the big move; I laid out my playbook zones and thinking in this deep dive. This is how I manage cyclicals not how I chase trades. I decided to revisit the investment thesis on $HCC My first deep dive was in May [----] when HCC looked expensive and nobody cared about coal. Since then the stock is up 88%. Off course this is not a victory lap. Its a reassessment: what worked what changed and whether https://t.co/qW05XJO99x I decided to revisit the investment thesis on $HCC My first deep dive was in May [----] when HCC looked expensive and nobody cared"  
[X Link](https://x.com/DayPriest/status/2008981081937326206)  2026-01-07T19:16Z [---] followers, [---] engagements


"AI & ChatGPT will kill Duolingo $DUOL Thats the nonsense I hear a lot these days. I think thats the wrong framing. AI doesnt kill learning apps. It kills undisciplined learners. $DUOL s real moat isnt just language content. Its habit scale and a behavior engine with over 50M daily users which is now using AI to widen the moat not replace it. Read it here 👇 https://substack.com/home/post/p-185406818 https://substack.com/home/post/p-185406818"  
[X Link](https://x.com/DayPriest/status/2017397711872409956)  2026-01-31T00:41Z [---] followers, [---] engagements


"@grok @JuUrQ @GymFiesta What about Dr. Bates method"  
[X Link](https://x.com/DayPriest/status/2018079412877504710)  2026-02-01T21:50Z [---] followers, [--] engagements


"Same phone screen. Very different engines. Most people debate $UBER vs $DASH like its rides vs food. Wrong lens. Its Harvest vs Land-Grab. Full breakdown (pre-earnings) 👇 #investing #Uber #FinTwitt https://daypriestinvestor.substack.com/p/the-platform-battle-uber-vs-doordash https://daypriestinvestor.substack.com/p/the-platform-battle-uber-vs-doordash"  
[X Link](https://x.com/DayPriest/status/2020094822133166319)  2026-02-07T11:18Z [---] followers, [--] engagements


"Kinsale Capital Group $KNSL Reverse DCF: What the Market is Pricing In At its current price of $428 the market is effectively pricing in 14-15% annual revenue growth for Kinsale Capital Group (KNSL) over the next decade. ✔ Historically KNSL has grown above 15% but recent Q4 premium growth slowed to 12.2% YoY which may explain some of the market's reaction. ✔ If the company maintains 15%+ growth the stock could still have upside from here. ✔ If growth moderates further the current valuation may start to look stretched. A More Attractive Entry Point At $380-$400 the implied growth rate drops to"  
[X Link](https://x.com/DayPriest/status/1894090985296064608)  2025-02-24T18:24Z [---] followers, [---] engagements


"Markel $MKL vs. Kinsale Capital Group $KNSL: Which One Fits Your Portfolio Both Markel (MKL) and Kinsale Capital Group (KNSL) are key players in the specialty Excess & Surplus (E&S) insurance market but they offer distinct investment cases. Kinsale Capital Group (KNSL): The High-Growth Niche Player 🔹Revenue Growth: Nearly 40% CAGR since IPO (2016) though recently moderated to 12-20%. 🔹Competitive Edge: Tech-driven low-cost underwriting model maintaining a mid-70s combined ratio and 29% ROE. 🔹Valuation: Trades at 7x sales reflecting its high-growth high-efficiency model. 🔹Market Cap: $10B"  
[X Link](https://x.com/DayPriest/status/1895596653739999581)  2025-02-28T22:07Z [---] followers, [---] engagements


"Kinsale Capital Group Inc. $KNSL A price below $400 and preferably below $370 would give us a better margin of safty https://twitter.com/i/web/status/1915798155804688708 https://twitter.com/i/web/status/1915798155804688708"  
[X Link](https://x.com/DayPriest/status/1915798155804688708)  2025-04-25T16:00Z [---] followers, [---] engagements


"@SimeonResearch_ Great breakdown Especially highlighting how management is prioritizing ROE over chasing volume. That long-term mindset is why Im tracking this closely too. (I broke it down further in a full Substack post if interested.) https://daypriestinvestor.substack.com/p/kinsale-capital-group-knsl-still https://daypriestinvestor.substack.com/p/kinsale-capital-group-knsl-still"  
[X Link](https://x.com/DayPriest/status/1916263734403567986)  2025-04-26T22:50Z [---] followers, [--] engagements


"📊 KNSL Valuation Update Kinsale Capital Group ( $KNSL) is now trading at $426 down roughly 18% after its Q1 [----] earnings report. While the price drop is sharp lets put the valuation into perspective: 🔎 Valuation Snapshot: 👉P/B Ratio: Current: [----] 5-Year Avg: [----] Industry Avg:1.12 👉P/E Ratio: Current: [-----] 5-Year Avg: [----] Industry Avg:15.0 👉PEG Ratio: Current: [----] 5-Year Avg: [---] Industry Avg:1.0 🧠 What It Means: 🔹KNSL is now trading below its own 5-year valuation averages suggesting the market is pricing in a period of slower growth. 🔹It still trades at a significant premium to"  
[X Link](https://x.com/DayPriest/status/1918253954103664655)  2025-05-02T10:39Z [---] followers, [---] engagements


"🚨 Just In: Mohnish Pabrais Q1 [----] 13F is out The ultra-concentrated value investor made bold energy bets: 🔼 Added to $HCC (Warrior Met Coal) now 36.6% of portfolio New buys: $VAL (Valaris) & $NE (Noble Corp) 🔻 Trimmed $AMR (Alpha Metallurgical) by 15% This reflects a continued focus on energy and materials sectors. #ValueInvesting #13F #MohnishPabrai #EnergyStocks #DeepValue https://twitter.com/i/web/status/1922646528499306972 https://twitter.com/i/web/status/1922646528499306972"  
[X Link](https://x.com/DayPriest/status/1922646528499306972)  2025-05-14T13:33Z [---] followers, [---] engagements


"@hollertotide Glad you found it useful 🙏 Lets see how $VITEC compounds from here"  
[X Link](https://x.com/DayPriest/status/1972392591074402502)  2025-09-28T20:06Z [---] followers, [---] engagements


"When recession hits not all luxury is equal. Aspirational brands like Ralph Lauren $RL and Hugo Boss $BOSS.DE often get hit hard middle-class buyers pull back fast. But true luxury Herms $RMS.PA Ferrari $RACE and LVMH $MC tend to hold stronger. And when even they dip smart investors get ready. #Investing #LuxuryStocks #Recession #LVMH #Hermes #Ferrari #Burberry #RalphLauren #StockMarket $LVMH $LVMHF https://twitter.com/i/web/status/1905399097948807456 https://twitter.com/i/web/status/1905399097948807456"  
[X Link](https://x.com/DayPriest/status/1905399097948807456)  2025-03-27T23:18Z [---] followers, [---] engagements


"🚀 New Investment: GigaCloud Technology $GCT High Growth Deep Value and Institutional Buying 📈 I have initiated a small position in GigaCloud Technology (GCT) representing 0.30% of my portfolio. This move aligns with my investment strategy of finding undervalued high-growth companies with strong fundamentals. 📦 What is GigaCloud Technology (GCT) GigaCloud is a B2B e-commerce and logistics platform specializing in large-parcel merchandise (e.g. furniture appliances fitness equipment). It connects manufacturers (mainly in Asia) with resellers (in the U.S. Europe and Japan) through its"  
[X Link](https://x.com/DayPriest/status/1886526103990264001)  2025-02-03T21:24Z [---] followers, [----] engagements


"Dutch Bros ( $BROS) the drive-thru franchise everyone is watching. At around $54 its fair to slightly rich not steal-cheap. On a comprehensive EV basis (including leases & NCI) I get: EV/EBITDA [----] and EV/S [---] on FY25 guidance. My playbook: 🟢 Add: [---] EV/S - ( $44) 🟡 Accumulate: 5.56.2 - ( $44-50) 🟠 Hold: 6.27.0 - ( $50-59) 🔴Trim: [---] - ( $59) unless guidance resets the bar. Lets see what Wednesdays earnings bring 👀"  
[X Link](https://x.com/DayPriest/status/1985460419230929186)  2025-11-03T21:33Z [---] followers, [----] engagements


"GigaCloud Technology $GCT Another 20% move in portfolio today. But this time to the upside 🟢 #StockMarket #DayPriestInvestor 🚀 New Investment: GigaCloud Technology $GCT High Growth Deep Value and Institutional Buying 📈 I have initiated a small position in GigaCloud Technology (GCT) representing 0.30% of my portfolio. This move aligns with my investment strategy of finding undervalued https://t.co/q7JSsWuSp2 🚀 New Investment: GigaCloud Technology $GCT High Growth Deep Value and Institutional Buying 📈 I have initiated a small position in GigaCloud Technology (GCT) representing 0.30% of my"  
[X Link](https://x.com/DayPriest/status/1986814271829737574)  2025-11-07T15:13Z [---] followers, [---] engagements


"If you guys remember and if youve been following my posts (which I hope you do 😄) I discussed GigaCloud Technology $GCT back in Feb [----] as a new investment case and I outlined this target zone: Potential Upside: $30$50 range based on DCF valuation ($48.88 fair value). With todays price around $40 were almost there. #FinTwitt #Fintwit 🚀 New Investment: GigaCloud Technology $GCT High Growth Deep Value and Institutional Buying 📈 I have initiated a small position in GigaCloud Technology (GCT) representing 0.30% of my portfolio. This move aligns with my investment strategy of finding"  
[X Link](https://x.com/DayPriest/status/1997060527319929000)  2025-12-05T21:48Z [---] followers, [---] engagements


"Amazon ( $AMZN) is around 8% cheaper than when I published my valuation a month ago. Nothing has changed in the business. Only in the price. My DCF range ($76 / $183 / $405) still stands. Sometimes the best thing you can do is revisit what hasnt changed. Read the full analysis 👇 https://daypriestinvestor.substack.com/p/amazon-valuation-is-amzn-still-a https://daypriestinvestor.substack.com/p/amazon-valuation-is-amzn-still-a"  
[X Link](https://x.com/DayPriest/status/1980665386476437967)  2025-10-21T16:00Z [---] followers, [---] engagements


"Maybe its time to revisit "NU Holdings $NU " after around [--] months and update the DayPriest Playbook. $NU is a phenomenal business which I want to add more weight. But not blindly. The real questions: _ At what price _ Under which assumptions _ What CAGR / TSR scenarios actually justify adding Time to run the numbers in my tables again. https://twitter.com/i/web/status/2001225542343758125 https://twitter.com/i/web/status/2001225542343758125"  
[X Link](https://x.com/DayPriest/status/2001225542343758125)  2025-12-17T09:38Z [---] followers, [---] engagements

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