[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @DimitryNakhla Dimitry Nakhla | Babylon Capital® Dimitry Nakhla | Babylon Capital® posts on X about eps, stocks, $msci, $fico the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::536792998/interactions)  - X Week XXXXXXX +97% - X Month XXXXXXX +11% - X Months XXXXXXXXX +66% - X Year XXXXXXXXX +104% ### Mentions: XXX [#](/creator/twitter::536792998/posts_active)  - X Week XXX +26% - X Month XXX +45% - X Months XXX +81% - X Year XXXXX +118% ### Followers: XXXXXX [#](/creator/twitter::536792998/followers)  - X Week XXXXXX +0.61% - X Month XXXXXX +1.90% - X Months XXXXXX +20% - X Year XXXXXX +55% ### CreatorRank: XXXXXXX [#](/creator/twitter::536792998/influencer_rank)  ### Social Influence [#](/creator/twitter::536792998/influence) --- **Social category influence** [stocks](/list/stocks) #5312 [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXXX% [countries](/list/countries) XXXX% [exchanges](/list/exchanges) XXXX% [automotive brands](/list/automotive-brands) XXXX% [luxury brands](/list/luxury-brands) XXXX% [fashion brands](/list/fashion-brands) XXXX% **Social topic influence** [eps](/topic/eps) #91, [stocks](/topic/stocks) #1166, [$msci](/topic/$msci) #1, [$fico](/topic/$fico) 8.18%, [$goog](/topic/$goog) #22, [goog](/topic/goog) #23, [$asml](/topic/$asml) 6.82%, [asml](/topic/asml) 6.82%, [msci inc](/topic/msci-inc) #1, [$cprt](/topic/$cprt) XXXX% **Top accounts mentioned or mentioned by** [@biopadawan](/creator/undefined) [@fred_abyss](/creator/undefined) [@fredabyss](/creator/undefined) [@wisedelcapital](/creator/undefined) [@longtermloren](/creator/undefined) [@thelongaj](/creator/undefined) [@princeofgoodt](/creator/undefined) [@investsmall999](/creator/undefined) [@kanavaggar95771](/creator/undefined) [@nfrosinha](/creator/undefined) [@0xtechquity](/creator/undefined) [@jomasilva88](/creator/undefined) [@alexmerax](/creator/undefined) [@mtakrou](/creator/undefined) [@tacticzh](/creator/undefined) [@livermore185](/creator/undefined) [@jesusolalladm](/creator/undefined) [@praveenkolla](/creator/undefined) [@lwrcapital](/creator/undefined) [@purelongtrades](/creator/undefined) **Top assets mentioned** [Msci Inc (MSCI)](/topic/$msci) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Copart, Inc. (CPRT)](/topic/$cprt) [Microsoft Corp. (MSFT)](/topic/$msft) [Mastercard, Inc. (MA)](/topic/$ma) [Synopsys, Inc. (SNPS)](/topic/$snps) [NVR, Inc. (NVR)](/topic/$nvr) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Effect.AI (EFX)](/topic/$efx) [Cream (CRM)](/topic/$crm) [MercadoLibre Inc (MELI)](/topic/$meli) [Novo-Nordisk (NVO)](/topic/$nvo) [Metadium (META)](/topic/$meta) [S&P Global Inc (SPGI)](/topic/$spgi) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Neurobro (BRO)](/topic/$bro) [Salesforce Inc (CRM)](/topic/salesforce) [Intuit Inc. (INTU)](/topic/$intu) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Apple, Inc. (AAPL)](/topic/$aapl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Adappter Token (ADP)](/topic/$adp) [Tractor Supply Co (TSCO)](/topic/$tsco) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Decentral Games ICE (ICE)](/topic/$ice) [IDEXX Laboratories, Inc. (IDXX)](/topic/$idxx) [Costco Hot Dog (COST)](/topic/$cost) [Monster Beverage Corp (MNST)](/topic/$mnst) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Paypex (PAYX)](/topic/$payx) [Paychex, Inc. (PAYX)](/topic/paychex) [Factset Research Systems, Inc. (FDS)](/topic/$fds) [Moody's Corporation (MCO)](/topic/$mco) [Costco Wholesale Corporation (COST)](/topic/costco) [Fastenal Company (FAST)](/topic/$fast) [A O Smith Corp (AOS)](/topic/$aos) [Arthur J. Gallagher & Co. (AJG)](/topic/$ajg) [General Electric Company (GE)](/topic/$ge) [Now Coin (NOW)](/topic/$now) [Roper Technologies Inc (ROP)](/topic/$rop) [Intercontinental Exchange Inc (ICE)](/topic/intercontinental-exchange) [Good Games Guild (GGG)](/topic/$ggg) [Zoetis Inc (ZTS)](/topic/$zts) [Texas Instruments (TXN)](/topic/$txn) [Nasdaq Inc (NDAQ)](/topic/$ndaq) [Medpace Holdings, Inc. Common Stock (MEDP)](/topic/$medp) [KLA Corp (KLAC)](/topic/$klac) [Canadian Pacific Railway (CP)](/topic/$cp) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [Manhattan Associates, Inc. (MANH)](/topic/$manh) ### Top Social Posts [#](/creator/twitter::536792998/posts) --- Top posts by engagements in the last XX hours "$MANH Manhattan Associates has been increasing its predictability 📊 Take a look at the companys cloud subscription revenue as a percentage of total revenue👇🏽"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1889713000426180881) 2025-02-12 16:27:43 UTC 14.6K followers, 5900 engagements "7. Google $GOOG $GOOGL ☁ Share Reduction: -XX% EPS Boost: +14% EPS CAGR: +28%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945159502388470177) 2025-07-15 16:32:19 UTC 14.5K followers, 1016 engagements "$FDS FactSet Research Systems is one of those steady compounders 📈📉 In the last XX years: Revenues CAGR +11.91% Growth in 20/20 years ✅ Net Income CAGR: +11.85% Growth in 18/20 years ✅ Dividends CAGR: +17.44% Growth in 20/20 years ✅ #stocks #investing"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1787567648319975778) 2024-05-06 19:38:33 UTC 14.5K followers, 5323 engagements "Intuit $INTU Reports a Strong Q3 🎯 ✅ Rev: $7.75B vs $7.56B (est) +15% YoY ✅ EPS: $XXXXX vs $XXXXX (est) +18% YoY ___ Revenue Breakdown 📊 Small Business: $2.8B +19% YoY Consumer Group: $4.0B +11% YoY Pro Tax: $278M +9% YoY Credit Karma: $579M +31% YoY Guidance"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1925645740195393583) 2025-05-22 20:11:35 UTC 14.5K followers, 7698 engagements "GE Aerospace $GE Q2 2025 Report 🗓 ✅ REV: $10.02B* (+23% YoY) ✅ EPS: $XXXX (+38% YoY) Services account for XX% of revenue"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945833581248430531) 2025-07-17 13:10:52 UTC 14.5K followers, 3838 engagements "6. Tractor Supply & Co $TSCO 🚜 2018: $TSCO +13% vs $SPY -X% 2022: $TSCO -X% vs $SPY -18%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1902749082981917168) 2025-03-20 15:48:27 UTC 14.5K followers, XXX engagements "This will lead to interesting short-term price action and perhaps another opportunity in the duopoly between Synopsys & Cadence Design $SNPS $CDNS"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1927810011750699468) 2025-05-28 19:31:38 UTC 14.5K followers, 23.2K engagements "15 Quality Stocks ROIC XX% Annually Last X Years Avg ROIC 5-Year EPS CAGR 💵 💳 Visa $V XX% XX% 📸 Meta $META XX% XX% 📱 Apple $AAPL XX% XX% ☀ ASML $ASML XX% XX% 🚘 Copart $CPRT XX% XX% 🏢 NVR Inc $NVR XX% XX% 🖱 Google $GOOG XX% XX% 🌐 MSCI Inc $MSCI XX% XX% 💸 Mastercard $MA XX% XX% 🏦 Fair Isaac $FICO XX% XX% 💾 Microsoft $MSFT XX% XX% 💽 Taiwan Semi $TSM XX% XX% 🧬 Novo Nordisk $NVO XX% XX% 💰Automatic Data $ADP XX% XX% 🖨 Lam Research $LRCX XX% 16%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1921202789075636505) 2025-05-10 13:56:53 UTC 14.6K followers, 18.3K engagements "6. Lam Research $LRCX 💽 Share Reduction: -XX% EPS Boost: +14% EPS CAGR: +17%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945159494360498358) 2025-07-15 16:32:17 UTC 14.6K followers, 1102 engagements "@alexmerax Part of $MSCI strategy given its extreme predictability its not really a cause for concern especially considering XX% FCF margins & 8x FFO interest coverage ratio (highest its been since 2015 👌🏽)"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1948046315096867275) 2025-07-23 15:43:29 UTC 14.6K followers, XXX engagements "@PrinceOfGoodT @QualityInvest5 Great question I would say $SPGI $ICE $MELI (worthy mentions include $MA $MSFT)"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943268982351401421) 2025-07-10 11:20:04 UTC 14.5K followers, XXX engagements "7. S&P Global $SPGI 💵 10-Year Return: +402% 10-Year CAGR: +17% $10K ➡ $55K $SPGI experienced X -XX% drawdowns"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1938206074265321678) 2025-06-26 12:01:52 UTC 14.5K followers, XXX engagements "$ASML is often considered one of the worlds most important companies crafting advanced lithography machines that power chip innovation & keep Moores Law alive amid the AI surge 🤖 With the stock trading at a compelling valuation relative to growth & Q2 earnings next week here are several visuals & insights about the company that you should know👇🏽 X. INTRO 📝 ASML is a Dutch company thats basically the king of making machines used to manufacturer computer chips These machines use light to print tiny patterns on silicon wafers which become the brains of everything from phones to cars to AI"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1944078111769080220) 2025-07-12 16:55:15 UTC 14.6K followers, 28K engagements "@biopadawan Is this the same reaction you have when your favorite clothes go on an even greater sale 🤔😉"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945143654172991622) 2025-07-15 15:29:20 UTC 14.5K followers, XXX engagements "6. Moodys $MCO (Wed AM) 🗓 REV Est: $1.83B (+0.5%) 🗓 EPS Est: $XXXX (+1.5%) 💵 NTM P/E: 33x 35x avg 💵 NTM FCF Yield: XXX% XXX% avg Recurring revenue has grown faster than transaction revenue"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946317851293339723) 2025-07-18 21:15:11 UTC 14.6K followers, XXX engagements "BUYBACK KINGS 👑 XX Quality Stocks That Reduced Share Count XX% last XX Years 💵 🧐Moodys $MCO 2014 shares: 214.70M 2024 shares: 182.70M % reduction: XX% EPS boost: XX% 🧬 Novo Nordisk $NVO 2014 shares: 5.26B 2024 shares: 4.46B % reduction: XX% EPS boost: XX% 💳Visa $V 2014 shares: 2.52B 2024 shares: 2.02B % reduction: XX% EPS boost: XX% 🖨 Lam Research $LRCX 2014 shares: 1.65B 2024 shares: 1.31B % reduction: XX% EPS boost: XX% 💸Mastercard $MA 2014 shares: 1.17B 2024 shares: 0.93B % reduction: XX% EPS boost: XX% 🏢NVR Inc $NVR 2014 shares: 4.44M 2024 shares: 3.32M % reduction: XX% EPS boost:"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1932788955813982457) 2025-06-11 13:16:11 UTC 14.6K followers, 18.6K engagements "@StockMKTNewz Do you like the addition of $XYZ in $SPY"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946320884173570300) 2025-07-18 21:27:14 UTC 14.5K followers, 2996 engagements "2. MSCI Inc $MSCI (Tue AM) 🗓 REV Est: $767.15M (+8.3%) 🗓 EPS Est: $XXXX (+13.1%) 💵 NTM P/E: 33x 36x avg 💵 NTM FCF Yield: XXX% XXX% avg Over XX% of $MSCIs total revenue is recurring"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946317819865395342) 2025-07-18 21:15:03 UTC 14.6K followers, 1178 engagements "Google $GOOG Q2 2025 Report Estimates 🗓 REV: $93.96B (+10.8% YoY) EPS: $XXXX (+14.3% YoY) Q2 2024 Segments & KPIs 👇🏽 (FiscalAI)"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1948034446927741180) 2025-07-23 14:56:19 UTC 14.6K followers, 7387 engagements "7. Roper Technologies $ROP 🔖 2018: $ROP +3% vs $SPY -X% 2022: $ROP -XX% vs $SPY -18%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1902749089910911040) 2025-03-20 15:48:29 UTC 14.5K followers, XXX engagements "10 Stocks Double-Digit FCF Growth Est In Next X Years NTM Price/FCF 💵 🤖 $NVDA XX% 35x 🗂 $INTU XX% 33x 🖱 $GOOG XX% 26x 💳 $MA XX% 36x 🏦 $FICO XX% 55x ☁ $MSFT XX% 49x 💸 $EFX XX% 34x ☀ $ASML XX% 33x 👾 $SNPS XX% 40x 📦 $AMZN XX% 52x"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1942585772303065200) 2025-07-08 14:05:14 UTC 14.5K followers, 7885 engagements "10. Novo Nordisk $NVO 🧬 Current Drawdown: -XX% NTM P/E: 16x PEG: 1.45"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823819668541568) 2025-07-17 12:32:04 UTC 14.6K followers, 4227 engagements "$ASML with a double beat ✅ Revenue: 7.69B (+23% YoY) ✅ EPS: XXXX (+47% YoY) Net bookings: 5.54B (2.3B EUV / 42%)"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945355780561018945) 2025-07-16 05:32:15 UTC 14.5K followers, 25.1K engagements "$ICE Intercontinental Exchange is one of those steady excellent compounders 📈📉 In the last XX years: FCF CAGR +15.75% Net Income CAGR: +17.20% #stocks #investing"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1786379145502441642) 2024-05-03 12:55:52 UTC 14.5K followers, 15.8K engagements "Did you know Copart $CPRT owns a lot of land $CPRT land valued at $2.03B today up from $105M in 2004 is understated on its balance sheet due to accounting rules that use historical purchase prices rather than current market values A key driver of its competitive edge 🚘"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1926676539715846357) 2025-05-25 16:27:37 UTC 14.5K followers, 16.2K engagements "5. Fair Isaac $FICO 🏦 Revenue CAGR: XXX% COGS CAGR: XXXX% Revenue / COGS: 12.23x"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943286653457727850) 2025-07-10 12:30:17 UTC 14.5K followers, 1929 engagements "15 Quality Stocks With Consistent Annual Revenue Growth for XX Straight Years Rev CAGR 💰 Equifax $EFX X% 🎨 Sherwin Williams $SHW X% 🛒 Costco $COST X% 🐶 Idexx Labs $IDXX X% 📈 FactSet Research $FDS X% 🔩 Fastenal $FAST XX% 👾 Synopsys $SNPS XX% 💼 Brown & Brown $BRO XX% 🚜 Tractor Supply $TSCO XX% 💾 Cadence Design $CDNS XX% 🥤 Monster Becerage $MNST XX% 🏦 Intercontinental Exchange $ICE XX% 🎥 Netflix $NFLX XX% 📦 Amazon $AMZN XX% 🤝 MercadoLibre $MELI 38%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1913195342650048912) 2025-04-18 11:38:09 UTC 14.6K followers, 16.4K engagements "A quality valuation analysis on $ASML 🧘🏽♂ NTM P/E Ratio: 28.96x 10-Year Mean: 31.05x NTM FCF Yield: XXXX% 10-Year Mean: XXXX% As you can see $ASML appears to be trading below fair value Going forward investors can receive X% MORE in earnings per share & X% MORE in FCF per share🧠*** Before we get into valuation lets take a look at why $ASML is an excellent business (*Financials in USD*) BALANCE SHEET✅ Cash & Short Term Inv: $9.85B Long-Term Debt: $3.98B $ASML has a strong balance sheet & 70x FFO Interest Coverage RETURN ON CAPITAL✅ 2021: XXXX% 2022: XXXX% 2023: XXXX% 2024: XXXX% LTM: 48.2%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1937527574285963539) 2025-06-24 15:05:45 UTC 14.5K followers, 9240 engagements ": ✅ X. Dominos Pizza $DPZ 🍕 _______ : ✅ X. Texas Instruments $TXN 🧮 _______ : ✅ X. NVR Inc $NVR 🏠 _______ : ✅ X. VeriSign $VRSN _______ : ✅ X. Home Depot $HD 🔨 _______ : ✅ X. Zoetis $ZTS 🐩 X. Graco Inc $GGG 📏 X. Mastercard $MA 💳 X. Philip Morris $PM 🚬 XX. Lam Research $LRCX 🖥 XX. Veeva Systems $VEEV 👨🏽💻 XX. Colgate-Palmolive $CL 🧴 XX. Waters Corporation $WAT 🚾 _______ : ✅ XX. Hershey $HSY 🍫 XX. Amgen $AMGN 🧬 XX. MSCI Inc $MSCI 🏪 XX. KLA Corp $KLAC 💻 XX. Microsoft $MSFT XX. Alphabet $GOOG 👨🏽💻 XX. Yum Brands $YUM 🌮 XX. Factset Research $FDS 📈 XX. West Pharmaceutical $WST"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1672334626872852481) 2023-06-23 20:03:40 UTC 14.5K followers, 89K engagements "7. Google $GOOG $GOOGL (Wed PM) 🗓 REV Est: $XXXXX (+3.8%) 🗓 EPS Est: $XXXX (+13.7%) 💵 NTM P/E: 20x 24x avg 💵 NTM FCF Yield: XXX% XXX% avg $GOOG Cloud revenue has surged at an impressive XX% CAGR since 2017 and now comprises XX% of total revenue"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946317858041999736) 2025-07-18 21:15:12 UTC 14.5K followers, XXX engagements "🏢 NVR Inc $NVR EPS CAGR: XXXX% LTM ROIC: 37.1%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1792932143020028324) 2024-05-21 14:55:08 UTC 14.5K followers, 2352 engagements "10 High-Quality Stocks with at least 2x More Cash than Long-Term Debt 💸 $MSFT $79.6B $39.8B 2.00x $CRM $17.4B $8.4B 2.07x $NVR $2.2B $0.91B 2.42x $ASML $9.8B $3.9B 2.51x $COST $14.8B $5.7B 2.59x $TSM $81.2B $29.7B 2.73x $NVDA $53.6B $8.5B 6.31x $GOOG $95.3B $10.9B 8.74x $CPRT $4.4B $X ♾ $ABNB $11.5B $X ♾"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1942935724338082004) 2025-07-09 13:15:49 UTC 14.5K followers, 6627 engagements "8. Nasdaq Inc $NDAQ 🏪 2018: $NDAQ +8% vs $SPY -X% 2022: $NDAQ -XX% vs $SPY -18%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1902749096718282851) 2025-03-20 15:48:30 UTC 14.5K followers, XXX engagements "Google Cloud Revenue as % of Total Revenue☁ 2017: XXX% 2018: XXX% 2019: XXX% 2020: XXX% 2021: XXX% 2022: XXX% 2023: XXXX% 2024: XXXX% LTM: XXXX% $GOOG $GOOGL"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1947292954122436762) 2025-07-21 13:49:53 UTC 14.6K followers, 8063 engagements "Google $GOOG $GOOGL Q2 2025 Report 🗓 ✅ REV: $96.43B (+13.8% YoY) ✅ EPS: $XXXX (+22.2% YoY) ☁ GOOGLE CLOUD +32% YoY"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1948114239727526352) 2025-07-23 20:13:23 UTC 14.6K followers, 5202 engagements "5. Intuit $INTU 📊 Revenue CAGR: +12% Margin Expansion: XX% ➡ 18%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946948250608505110) 2025-07-20 15:00:10 UTC 14.6K followers, XXX engagements "6. Salesforce $CRM 📊 Current Drawdown: -XX% NTM P/E: 22x PEG: 1.69"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823780359504331) 2025-07-17 12:31:55 UTC 14.6K followers, 1108 engagements "10 High-Quality Stocks on Sale 💵 X. MercadoLibre $MELI NTM P/E 43x 🤝 X. MSCI Inc $MSCI NTM P/E 32x 🌐 X. Mastercard $MA NTM P/E 32x 💳 X. Amazon $AMZN NTM P/E 29x 📦 X. S&P Global $SPGI NTM P/E 27x 📈 X. Synopsys $SNPS NTM P/E 27x 👾 X. ASML Holding $ASML NTM P/E 25x ☀ X. Google $GOOG NTM P/E 18x ☁ X. Lam Research $LRCX NTM P/E 18x 🖨 XX. Novo Nordisk $NVO NTM P/E 17x 🧬"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1912165461137187202) 2025-04-15 15:25:46 UTC 14.6K followers, 40.4K engagements "3. Equifax $EFX (Tue AM) 🗓 REV Est: $1.51B (+5.6%) 🗓 EPS Est: $XXXX (+5.5%) 💵 NTM P/E: 33x 29x avg 💵 NTM FCF Yield: XXX% XXX% avg Workforce Solutions has grown faster than other segments and stands as $EFX most profitable segment"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946317827524182355) 2025-07-18 21:15:05 UTC 14.6K followers, 1391 engagements "9. ASML Holding $ASML ☀ Current Drawdown: -XX% NTM P/E: 28x PEG: 1.60"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823811229626397) 2025-07-17 12:32:02 UTC 14.6K followers, 2298 engagements "2. Visa $V 💳 Share Reduction: -X% EPS Boost: +8% EPS CAGR: +13%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945159469589012728) 2025-07-15 16:32:11 UTC 14.5K followers, 1072 engagements "$MSCI is a very predictable business 🌐 Over XX% of revenues are recurring💰 ___ Subscriptions 10-Year CAGR: +10.2% Asset-Based Fees 10-Year CAGR: +14.0%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946203914530881551) 2025-07-18 13:42:26 UTC 14.6K followers, 8435 engagements "Today marks a year since my FUT-inspired post Heres my updated WORLD CLASS XI🏟 Last years post is attached below for additional context check it out Share your starting XI in the comments Liverpool won the league after last years post hoping for same magic this year😉"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943343095740829857) 2025-07-10 16:14:34 UTC 14.5K followers, 14.1K engagements "Heres the thesis I shared with another great investor here on X a few months ago and to answer your question it has to do with $MEDP book-to-bill ratio along with the strong beat on revenue MEDP is starting to pique my interest a bit A nice way to catch future growth in biotech space (future CRO growth expected to compound XX% through 2029) without relying on a blockbuster drug or long biotech cycles since MEDP offers picks & shovels by supporting R&D process regardless of trial outcomes The company has been a strong compounder since IPO & strong FCF & EPS CAGR along with excellent return"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1947419587827445833) 2025-07-21 22:13:05 UTC 14.6K followers, 1136 engagements "@bean_wealth Absolutely especially $ADP $MSCI $FICO $NVDA"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1942600014372413511) 2025-07-08 15:01:49 UTC 14.5K followers, XXX engagements "10 Quality Stocks Flying Under The Radar 💵 🖥 CDW Corp $CDW 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🗳 Broadridge Financial $BR 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🏦 Fair Isaac Corp $FICO 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🚾 Agilent Technologies $A 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🏢 NVR Inc $NVR 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🚿 A O Smith $AOS 5-Year EPS CAGR: XXX% LTM ROIC: XXXX% 📈 FactSet Research $FDS 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🪫 Amphenol $APH 5-Year EPS CAGR: XXX% LTM ROIC: XXXX% 🏥 Medpace $MEDP 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🏊🏼♂ Pool Corp"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1787863362807660572) 2024-05-07 15:13:37 UTC 14.5K followers, 12K engagements "8. Tesla $TSLA (Wed PM) 🗓 REV Est: $22.61B (-11.3%) 🗓 EPS Est: $XXXX (-28.8%) 💵 NTM P/E: 165x 95x avg 💵 NTM FCF Yield: XXX% XXX% avg Services revenue now represents about XX% of $TSLA total revenue"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946317865239314728) 2025-07-18 21:15:14 UTC 14.5K followers, XXX engagements "2. MSCI Inc $MSCI 🌐 Current Drawdown: -XX% NTM P/E: 32x PEG: 2.88"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823749866955095) 2025-07-17 12:31:48 UTC 14.6K followers, 1952 engagements "$BRO is in the insurance industry but its not an underwriter like traditional insurers (e.g. Progressive or Allstate) that bear risk on policies and hold significant reserves on their balance sheet Instead $BRO operates as a pure-play insurance broker and risk management firm acting as an intermediary that connects clients with insurance carriers to place coverage earning commissions and fees in the processwithout assuming underwriting risks or maintaining large liability reserves This distinction matters for valuation metrics: The price-to-book (PB) ratio is often more relevant for"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1947022589097902387) 2025-07-20 19:55:33 UTC 14.6K followers, XXX engagements "8 Quality Stocks with Annual Double-Digit EPS Growth Over the Past 5-Years 5-Year EPS CAGR X. Microsoft $MSFT +18% ☁ X. Copart $CPRT +19% 🚘 X. MSCI Inc $MSCI +19% 🌐 X. Intuit $INTU +20% 🗂 X. Cadence Design $CDNS +22% 💾 X. Synopsys $SNPS +24% 👾 X. Veeva Systems $VEEV +25% 🖥 X. Fair Isaac $FICO +26% 🏦"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1940064267857707119) 2025-07-01 15:05:40 UTC 14.6K followers, 10.4K engagements "Quality Compounders & S&P Credit Ratings💵 AAA Microsoft $MSFT ☁ AA+ Apple $AAPL 📱 Google $GOOG 🖱 AA Costco $COST 🛒 Amazon $AMZN 📦 Novo Nordisk $NVO 🧬 AA- Visa $V 💸 Meta $META 📸 Nvidia $NVDA 🤖 Taiwan Semi $TSM 💽 Automatic Data $ADP 💰 A+ Mastercard $MA 💳 Salesforce $CRM 📊 A Applied Materials $AMAT 💿 A- Intuit $INTU 🗂 Lam Research $LRCX 🖨 Booking Holdings $BKNG ✈ Intercontinental Exchange $ICE 🏦"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1932151811051225353) 2025-06-09 19:04:24 UTC 14.6K followers, 15.9K engagements "4. Mastercard $MA 💸 Share Reduction: -XX% EPS Boost: +11% EPS CAGR: +12%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945159482192896329) 2025-07-15 16:32:14 UTC 14.6K followers, 1004 engagements "10 High-Quality Sticky Stocks That Increased Revenues Annually in the Past XX Years 📈 X. Fair Isaac $FICO 💰 (+8.08% CAGR) X. Equifax $EFX 💸 (+8.83)% CAGR X. IDEXX Labs $IDXX 🐶 (+10.12% CAGR) X. S&P Global $SPGI 💵 (+10.89% CAGR) X. MSCI Inc $MSCI 🌐 (+11.10% CAGR) X. Cadence Design $CDNS 💾 (+11.37% CAGR) X. Synopsys $SNPS 👾 (+11.53% CAGR) X Intercontinental Exchange $ICE 🏦 (+11.61% CAGR) X. Amazon $AMZN 📦 (+21.77% CAGR) XX. Medpace $MEDP 🏥 (+21.94% CAGR)"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1904869246158446618) 2025-03-26 12:13:13 UTC 14.6K followers, 18.2K engagements "@praveenkolla @Investsmall999 $AJG is solid I do like $BRO insider ownership 12%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1947086595040956916) 2025-07-21 00:09:54 UTC 14.5K followers, XX engagements "Its not everyday you see $MSCI trading for a X% FCF Yield & a 29x P/E 🌐 Peaking at $XXX in 2021 with a 63x P/E its multiple has since halved while EPS grew at a XXXX% CAGR At 29x today multiple compression is less likely to be a drag future returns 💵"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1947994482265256087) 2025-07-23 12:17:31 UTC 14.6K followers, 11.9K engagements "15 Quality Linear Compounders Normalized EPS 2008 - 2023 LTM ROIC🧵 #stocks #investing"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1792932135059308590) 2024-05-21 14:55:06 UTC 14.5K followers, 68.2K engagements "6. MSCI Inc $MSCI 🌐 (Oligopoly) NTM P/E: 32.74x 3-Year Mean: 37.51x 2025E: $XXXXX (11.4% YoY) 2026E: $XXXXX (12.9% YoY) 2027E: $XXXXX (12.3% YoY)"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1901608279262007488) 2025-03-17 12:15:18 UTC 14.5K followers, 1676 engagements "1. Google $GOOG $GOOGL ☁ Current Drawdown: -XX% NTM P/E: 20x PEG: 1.65x"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823738965925950) 2025-07-17 12:31:45 UTC 14.6K followers, 1626 engagements "@WisedelCapital Very nice 👌🏽 yes $MELI is attractive for the long-term investor"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946640803121467725) 2025-07-19 18:38:28 UTC 14.5K followers, XXX engagements "20 Stocks With ROIC XX% For Last X Years 💵 🐩Zoetis $ZTS 📸Meta $META 🖌Adobe $ADBE 🏢NVR Inc $NVR 🚘Copart $CPRT 🫦Inmode $INMD 💰Paycom $PAYC 🔩Fastenal $FAST 💸Paychex $PAYX 🪲Rollins Inc $ROL 🚿A O Smith $AOS 💳Mastercard $MA 💼Accenture $ACN 📲Lam Research $LRCX 🧮Texas Instruments $TXN 🧰The Toro Company $TTC 🥤Monster Beverage $MNST 🐮IDEXX Laboratories $IDXX 🚛Old Dominion Freight $ODFL 👨🏽💻Automatic Data Processing $ADP #stocks #investing _______ : . . . ."  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1680576721412653057) 2023-07-16 13:54:48 UTC 14.5K followers, 44.8K engagements "Brown & Brown $BRO is starting to pique my interest its a high-quality consistent business trading at a price slightly below fair value Around $XX based on its current fundamentals and future growth $BRO looks like a strong buy with a solid margin of safety"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946672580766683204) 2025-07-19 20:44:45 UTC 14.6K followers, 6172 engagements "Booking Holdings $BKNG Q1 2025 Report 🗓 ✅ Rev: $4.76B vs $4.58B (est) +8% YoY ✅ EPS: $XXXXX vs $XXXXX (est) +22% YoY"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1917312414216773759) 2025-04-29 20:17:56 UTC 14.5K followers, 10.3K engagements "Even accounting for the current drop Dev did generate roughly $900M from his $FICO investment since 2022 & $FICO is up more than +250% since 2022 To your point though it will be interesting to see if he trimmed $FICO in the latest quarter wouldnt be surprised if he added $MSFT as well Maintaining that position in $FICO (32% allocation) despite its valuation especially when it traded above $2000 in May 2025 is hard to justify imho"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943058876573573335) 2025-07-09 21:25:11 UTC 14.6K followers, 1460 engagements "$FICO is now down -XX% from its highs 📉 Not uncommon when a stock trades for 80x"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945180671565078995) 2025-07-15 17:56:26 UTC 14.6K followers, 13.1K engagements "10 months ago I suggested that $MEDP appears to be a decent consideration for investment at $326💵 & a great buy at $290💵 Following its stellar Q2 2025 earnings beat $MEDP shares surged +41% and +58% respectively since my analysis ✅ The valuation analysis attached below👇🏽"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1947411272686821517) 2025-07-21 21:40:03 UTC 14.6K followers, 8292 engagements "10. Nasdaq $NDAQ (Thu AM) 🗓 REV Est: $1.27B (+9.5%) 🗓 EPS Est: $XXXX (+15.9%) 💵 NTM P/E: 27x 23x avg 💵 NTM FCF Yield: XXX% XXX% avg $ICE is my favorite business in the financial exchanges sector though $NDAQ deserves an honorable mention"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946317873141407799) 2025-07-18 21:15:16 UTC 14.6K followers, 1495 engagements ": X. Hershey $HSY 🍫 X. MSCI Inc $MSCI 🏪 X. KLA Corp $KLAC 💻 X. Microsoft $MSFT X. Alphabet $GOOG 👨🏽💻 X. Factset Research $FDS 📈 X. West Pharmaceutical $WST 💊 _______ #stocks #investing : . . . . ."  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1671611355672002560) 2023-06-21 20:09:38 UTC 14.5K followers, 2445 engagements "Triple Frond updated Q1 2025 13F (Dataroma) Top X holdings: $MSFT $TDG $GOOG $AMZN $CHTR New buys: $ASML $META $CCCS Sales: $V $CP"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1922677236919943545) 2025-05-14 15:35:49 UTC 14.5K followers, 8001 engagements "10/10 Booking Holdings $BKNG ✈ YTD: +12% NTM P/E: 25x"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1928183959894036803) 2025-05-29 20:17:34 UTC 14.5K followers, 2027 engagements "@biopadawan Haha the chart is one thing the business is another Albeit $CPRT multiple expanded a bit much trading for 38x less than a year ago so this is normal price action regression to the mean due to less aggressive growth estimates A fair range for $CPRT is between 26x - 30x"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945179085396664358) 2025-07-15 17:50:08 UTC 14.5K followers, XXX engagements "Looking back at some of your best investment decisions & your worst investment mistakes can help you become a better investor 💸 Mistake # X & Best # X are my favorites You will benefit from reading this these are things I wish I knew early on 💯 Here are X of my biggest MISTAKES 👎🏽: X I waited too long to buy high-quality businesses I was mentored in 2016 & my mentor was a VALUE first investor (rather than QUALITY first) & was heavily influenced by Benjamin Grahams ideologies as it related to low multiples tangible assets etc. Higher multiples scared him off and as a result scared me off"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1765755894074118465) 2024-03-07 15:06:25 UTC 14.5K followers, 17.4K engagements "3. MSCI Inc $MSCI 🌐 Share Reduction: -X% EPS Boost: +9% EPS CAGR: +16%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945159475851108482) 2025-07-15 16:32:13 UTC 14.6K followers, 1129 engagements "8. Fair Isaac $FICO 🏦 10-Year Return: +2031% 10-Year CAGR: +36% $10K ➡ $205K $FICO experienced X -XX% drawdowns"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1938206081173319992) 2025-06-26 12:01:54 UTC 14.5K followers, 3178 engagements "1. Roper Technologies $ROP (Mon AM) 🗓 REV Est: $1.93B (+12.2%) 🗓 EPS Est: $XXXX (+7.8%) 💵 NTM P/E: 27x 29x avg 💵 NTM FCF Yield: XXX% XXX% avg Recurring revenue has grown faster than overall revenue"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946317811770380664) 2025-07-18 21:15:01 UTC 14.5K followers, 1113 engagements "5 Quality Stocks Trading at Lower P/E & Higher FCF Yield Than 5-Year Average Forecasted 3-Year EPS CAGR* LTM ROIC 💵 X ASML Holding $ASML ☀ Avg P/E: 35x Avg FCF Yield: XXX% NTM P/E: 29x NTM FCF Yield: XXX% EPS CAGR: XX% LTM ROIC: XX% X MSCI Inc $MSCI 🌐 Avg P/E: 42x Avg FCF Yield: XXX% NTM P/E: 31x NTM FCF Yield: XXX% EPS CAGR: XX% LTM ROIC: XX% X Salesforce $CRM 📊 Avg P/E: 42x Avg FCF Yield: XXX% NTM P/E: 22x NTM FCF Yield: XXX% EPS CAGR: XX% LTM ROIC: XX% X Copart $CPRT 🚘 Avg P/E: 33x Avg FCF Yield: XXX% NTM P/E: 29x NTM FCF Yield: XXX% EPS CAGR: XX% LTM ROIC: XX% X MercadoLibre $MELI"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1934601836771660036) 2025-06-16 13:19:55 UTC 14.6K followers, 14.8K engagements "20 Stocks That Have Maintained A ROIC Of XX% Or More For The Last X Years 💸 💳 Visa $V 🍎 Apple $AAPL 🏢 NVR Inc $NVR 🚗 Copart $CPRT 🤖 Fortinet $FTNT 🔩 Fastenal $FAST 💵 Paychex $PAYX 📐 Graco Inc $GGG 📈 MSCI Inc $MSCI 🚿 A O Smith $AOS 💵 Mastercard $MA ☁ Microsoft $MSFT 📲 Taiwan Semi $TSM ⚙ W W Grainger $GWW 💰Automatic Data $ADP 🖨 Lam Research $LRCX 🎥 Meta Platforms $META 🐶 Idexx Laboratories $IDXX 🫀 Edwards Lifesciences $EW 🚛 Old Dominion Freight $ODFL #stocks #investing"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1812481832182764030) 2024-07-14 13:38:37 UTC 14.5K followers, 25.1K engagements "2. Paychex $PAYX 💵 Revenue CAGR: XXX% COGS CAGR: XXX% Revenue / COGS: 1.73x"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943286634687910215) 2025-07-10 12:30:12 UTC 14.5K followers, XXX engagements "Moodys $MCO Q2 2025 Report 🗓 ✅ REV: $1.89B (+4.3% YoY) ✅ EPS: $XXXX (+8.5% YoY) Quarterly dividend $XXXX increase of +11% Repurchased XXX million shares avg $460.76"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1947982631938699535) 2025-07-23 11:30:25 UTC 14.6K followers, 3564 engagements "Operating leverage is a powerful driver in investing enabling companies to boost operating margins & amplify profitability Here are XX stocks that grew operating margins by 20%+ from 2014 - 2024 💸 X. $ASML XXXX% ➡ XXXX% +23% X. $NVO XXXX% ➡ XXXX% +24% X. $GOOG XXXX% ➡ XXXX% +28% X. $MSFT XXXX% ➡ XXXX% +33% X. $CPRT XXXX% ➡ XXXX% +37% X. $WM XXXX% ➡ XXXX% +40% X. $ADP XXXX% ➡ XXXX% +47% X. $MSCI XXXX% ➡ XXXX% +59% X. $FICO XXXX% ➡ XXXX% +102% XX. $NVDA XXXX% ➡ XXXX% +285% ___ Operating leverage measures a companys ability to boost operating income disproportionately with revenue growth driven"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1942310760001974297) 2025-07-07 19:52:26 UTC 14.5K followers, 11.5K engagements "2. IDEXX Laboratories $IDXX 🐶 Revenue CAGR: +9% Margin Expansion: XX% ➡ 23%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946948231767707679) 2025-07-20 15:00:05 UTC 14.6K followers, XXX engagements "6/10 Fair Isaac $FICO +33% CAGR 🏦 EPS CAGR: +25% Multiple Expansion: +6%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1931401619549081838) 2025-06-07 17:23:24 UTC 14.6K followers, 1966 engagements "7. Google $GOOG $GOOGL 🖱 Revenue CAGR: +20% Margin Expansion: XX% ➡ 28%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946948263342461147) 2025-07-20 15:00:13 UTC 14.6K followers, 1106 engagements "@kanavaggar95771 No worries Well heres a question for you: Does any of that matter if $FICO can grow EPS at a XX% - XX% CAGR over the next X years"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945185386277306867) 2025-07-15 18:15:10 UTC 14.5K followers, XXX engagements "9. Apple $AAPL 📱 Share Reduction: -XX% EPS Boost: +19% EPS CAGR: +15%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945159515558584367) 2025-07-15 16:32:22 UTC 14.5K followers, 2184 engagements "15 Quality Compounders With An Annual ROIC XX% For Last X Consecutive Years (Average) 💸 💳 Visa $V (30%) 🚘 Copart $CPRT (24%) 🏢 NVR Inc $NVR (39%) 🏦 Fair Isaac $FICO (44%) 💵 Mastercard $MA (52%) 📠 KLA Corp $KLAC (35%) ☁ Microsoft $MSFT (30%) 🤖 Taiwan Semi $TSM (25%) 🧬 Novo Nordisk $NVO (67%) 🖨 Lam Research $LRCX (36%) 🧾 Automatic Data $ADP (50%) ☀ ASML Holding $ASML (40%) 📸 Meta Platforms $META (27%) 💿 Applied Materials $AMAT (35%) 🚛 Old Dominion Freight $ODFL (34%)"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1880276820408295783) 2025-01-17 15:31:42 UTC 14.5K followers, 44.6K engagements "4. Visa $V 💳 Revenue CAGR: XXX% COGS CAGR: XXX% Revenue / COGS: 6.20x"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943286646528421942) 2025-07-10 12:30:15 UTC 14.5K followers, 2533 engagements "10 High-Quality Stocks That Increased Revenues Annually Over Past XX Years Coupled with Net Income Margin Expansion💵 These resilient businesses embody the essence of long-term investing offering peace of mind by demonstrating their ability to thrive through economic cycles🧘🏽♂"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946948218211774596) 2025-07-20 15:00:02 UTC 14.6K followers, 5183 engagements "@Fred_Abyss Yup $MSCI is in my portfolio 👌🏽 there are many excellent businesses that arent included in the XI (as with a great futbol squad) this so happens to be the starting line up today 😂👍🏽"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943409158578917734) 2025-07-10 20:37:04 UTC 14.5K followers, XXX engagements "7. Fair Isaac $FICO 🏦 Current Drawdown: -XX% NTM P/E: 46x PEG: 2.00"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823793974312989) 2025-07-17 12:31:58 UTC 14.6K followers, 1163 engagements "Looking at $ASML Service & Field Option Quarterly Revenue as a percentage of Total Revenue Not only has this segment compounded at an attractive rate (+19.7%) but it also represented more than 1/4 of Total Revenue in the latest quarterly report"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945861751389433989) 2025-07-17 15:02:48 UTC 14.5K followers, 10.6K engagements "4. Brown & Brown $BRO 💼 Revenue CAGR: +11% Margin Expansion: XX% ➡ 21%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946948243641729369) 2025-07-20 15:00:08 UTC 14.6K followers, XXX engagements "@LWRCapital Yes you can see my latest comments on $CPRT by looking up the tikr in the search bar on my profile & sort by latest comments 👌🏽"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945515349169885696) 2025-07-16 16:06:19 UTC 14.5K followers, XXX engagements "1. Costco $COST 🛒 Revenue CAGR: +9% Margin Expansion: X% ➡ 3%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946948225354637351) 2025-07-20 15:00:04 UTC 14.6K followers, XXX engagements "4. Danaher $DHR (Tue AM) 🗓 REV Est: $5.84B (+1.7%) 🗓 EPS Est: $XXXX (-4.6%) 💵 NTM P/E: 25x 26x avg 💵 NTM FCF Yield: XXX% XXX% avg Over XX% of $DHR total revenue is recurring as of LTM"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946317835912839607) 2025-07-18 21:15:07 UTC 14.6K followers, 1299 engagements "10 Quality Stocks Down XX% From Highs That Should Be On Your Watchlist This Week 💵 X $LVMH $MC Louis Vuitton Mot 👜 % Down From Highs: -XX% LTM ROIC: XXXX% NTM P/E: 21.67x X $CP Canadian Pacific 🛤 % Down From Highs: -XX% LTM ROIC: XXX% NTM P/E: 23.53x X $CRM Salesforce 📊 % Down From Highs: -XX% LTM ROIC: XXX% NTM P/E: 23.09x X $ODFL Old Dominion Freight 🚛 % Down From Highs: -XX% LTM ROIC: XXXX% NTM P/E: 28.05x X $MSCI MSCI Inc 📈 % Down From Highs: -XX% LTM ROIC: XXXX% NTM P/E: 32.02x X $UNH UnitedHealth 🩻 % Down From Highs: -XX% LTM ROIC: XXXX% NTM P/E: 17.72x X $NKE Nike 🎽 % Down From"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1802672718266900967) 2024-06-17 12:00:42 UTC 14.5K followers, 41.7K engagements "3. MSCI Inc $MSCI 🌐 NTM P/E: 32.28x 5-Year Avg: 42.56x NTM FCF Yield: XXXX% 5-Year Avg: XXXX% LTM ROIC: 42%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1918671597210120376) 2025-05-03 14:18:50 UTC 14.6K followers, 1450 engagements "@Investsmall999 $AJG is solid as well trading slightly above fair value"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946678613794816243) 2025-07-19 21:08:43 UTC 14.5K followers, XXX engagements "15 Quality Stocks That Maintained ROIC XX% in the Last X Years Average ROIC 💸 💳 Visa $V XX% 📱 Apple $AAPL XX% 🚘 Copart $CPRT XX% 🧾 Paychex $PAYX XX% 🌐 MSCI Inc $MSCI XX% 🏦 Fair Isaac $FICO XX% 💵 Mastercard $MA XX% ☁ Microsoft $MSFT XX% 💨 Philip Morris $PM XX% 🧬 Novo Nordisk $NVO XX% 🖨 Lam Research $LRCX XX% ☀ ASML Holding $ASML XX% 📸 Meta Platforms $META XX% 👩🏻🔬 Vertex Pharmaceuticals $VRTX XX% 💰 Automatic Data Processing $ADP 50%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1900151388107166065) 2025-03-13 11:46:08 UTC 14.5K followers, 23.1K engagements "9. ServiceNow $NOW (Wed PM) 🗓 REV Est: $3.12B (+18.6%) 🗓 EPS Est: $XXXX (-9.9%) 💵 NTM P/E: 55x 55x avg 💵 NTM FCF Yield: XXX% XXX% avg XX% of $NOW total revenue is recurring"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946317868016062477) 2025-07-18 21:15:15 UTC 14.6K followers, 3218 engagements "@Fred_Abyss Absolutely it certainly deserves the premium"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946247201555882216) 2025-07-18 16:34:27 UTC 14.6K followers, XXX engagements "MSCI $MSCI Q2 2025 Report 🗓 ✅ REV: $772.68M (+9.1% YoY) ✅ EPS: $XXXX (+14.5% YoY) ___ Equifax $EFX Q2 2025 Report 🗓 ✅ REV: $1.54B (+7.7% YoY) ✅ EPS: $XXXX (+9.9% YoY)"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1947675430582161673) 2025-07-22 15:09:43 UTC 14.6K followers, 6591 engagements "4. Equifax $EFX 💵 Current Drawdown: -XX% NTM P/E: 32x PEG: 1.23"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823764677095914) 2025-07-17 12:31:51 UTC 14.5K followers, 1189 engagements "@PureLongTrades Yes I own $MSCI in my portfolio"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1948009335327506462) 2025-07-23 13:16:32 UTC 14.6K followers, XXX engagements "5. Equifax $EFX 🏦 (Oligopoly) NTM P/E: 31.15x 5-Year Mean: 29.20x 2025E: $XXXX (3.9% YoY) 2026E: $XXXX (23.3% YoY) 2027E: $XXXXX (29.3% YoY)"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1901608256323129371) 2025-03-17 12:15:13 UTC 14.5K followers, 1685 engagements "3. Brown & Brown $BRO 💼 Current Drawdown: -XX% NTM P/E: 24x PEG: 2.00"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823757563465919) 2025-07-17 12:31:50 UTC 14.5K followers, 1277 engagements "9. NVR Inc $NVR 🏢 NTM Feb 2020 P/E: 17.15x NTM Feb 2025 P/E: 14.04x Stock Price: +76%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1893310220882829587) 2025-02-22 14:41:47 UTC 14.5K followers, 2663 engagements "MSCI Inc $MSCI Q1 Earnings Report🎯 Rev: $745M vs $744M est✅ +10% YoY EPS: $XXXX vs $XXXX est ✅ +14% YoY ___ One of the stickiest businesses in the 🌎"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1914771401602375970) 2025-04-22 20:00:51 UTC 14.6K followers, 12.9K engagements "8. Fair Isaac $FICO 🏦 Share Reduction: -XX% EPS Boost: +19% EPS CAGR: +26%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945159508847628521) 2025-07-15 16:32:20 UTC 14.5K followers, 1565 engagements "10. Salesforce $CRM 🤖 Revenue CAGR: +26% Margin Expansion: X% ➡ 16%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946948282594320843) 2025-07-20 15:00:17 UTC 14.6K followers, 1887 engagements "1. Approaching extreme greed X. Biggest 3-month rise in FMS risk appetite X. Several meme stocks being squeezed X. A brand new speculative company being touted as the next big thing & generational buying opportunity every other day A X% - XX% correction would be healthy"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1947452208427204961) 2025-07-22 00:22:43 UTC 14.6K followers, 7713 engagements "8. Constellation Software $CSU 🌠 Revenue CAGR: +23% Margin Expansion: X% ➡ 7%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946948269503885666) 2025-07-20 15:00:14 UTC 14.6K followers, XXX engagements "10 Quality Stocks FCF CAGR XX% Past X Years That Trade for Cheaper P/FCF Today💵* 💸 Visa $V XX% CAGR 💳 Mastercard $MA XX% CAGR 🌐 MSCI Inc $MSCI XX% CAGR 👾 Synopsys $SNPS XX% CAGR 🖱 Google $GOOG XX% CAGR ☀ ASML $ASML XX% CAGR 📊 Salesforce $CRM XX% CAGR 🚘 Copart $CPRT XX% CAGR 🤖 Nvidia $NVDA XX% CAGR 🤝 MercadoLibre $MELI XX% CAGR ___ *NTM FCF Yield vs exactly X years ago"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1936108686541537319) 2025-06-20 17:07:36 UTC 14.6K followers, 16.3K engagements "Starting to like $FICO here $1600 The best way to mediate the risk of its rich premium is to strategically acquire the business in tranches: 1/3 $1500 1/3 $1250 1/3 $1000 Average near $1200 & a PEG 2.00x assuming $FICO can meet estimates over next X years"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943304212391113174) 2025-07-10 13:40:03 UTC 14.5K followers, 11.4K engagements "Investing in companies growing revenues at a faster percentage than cost of goods sold (COGS) is a potent strategy highlighting strong pricing power & efficiency that enhance profit margins Here are X stocks with revenue growth at least 1.50x their COGS over the past X years🧵"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943286622016934243) 2025-07-10 12:30:09 UTC 14.5K followers, 7327 engagements "With markets near all time highs it could be tempting to chase the hot winners As a long-term investor I get excited when proven high-quality stocks fallgiving us a shot at finding value Below is a list of XX wide-moat stocks down at least -XX% from their highs 🧵"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823731227463797) 2025-07-17 12:31:43 UTC 14.6K followers, 6908 engagements "5. Tractor Supply $TSCO 🚜 Share Reduction: -XX% EPS Boost: +11% EPS CAGR: +16%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945159488538878115) 2025-07-15 16:32:16 UTC 14.6K followers, XXX engagements "5. Intuitive Surgical $ISRG (Tue PM) 🗓 REV Est: $2.35B (+16.9%) 🗓 EPS Est: $XXXX (-0.5%) 💵 NTM P/E: 64x 58x avg 💵 NTM FCF Yield: XXX% XXX% avg $ISRG is a sticky business & a great example of razor & blades business model"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946317844855058540) 2025-07-18 21:15:09 UTC 14.6K followers, 1278 engagements "3. Synopsys $SNPS 👾 Revenue CAGR: +11% Margin Expansion: XX% ➡ 23%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946948238038229413) 2025-07-20 15:00:07 UTC 14.6K followers, XXX engagements "@Fred_Abyss I can share another $MSCI analysis a few days after earnings $MSCI trades close to fair value today was attractive most recently $530s to $540s & of course when I shares my analysis last year at $XXX 👌🏽"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946209348469846446) 2025-07-18 14:04:02 UTC 14.5K followers, 1202 engagements "9. Amazon $AMZN 📦 Revenue CAGR: +24% Margin Expansion: X% ➡ 9%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946948276319568191) 2025-07-20 15:00:16 UTC 14.6K followers, 1873 engagements "2/5 Monster Beverage $MNST 🧃 EPS CAGR: XXXXX% LTM ROIC: XX% $MNST has sustained XX years of consistent revenue growth by dominating the energy drink market with its strong brand and global distribution leveraging shared scale economies and strategic partnerships"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1933158052816904231) 2025-06-12 13:42:50 UTC 14.5K followers, 1496 engagements "Given its consistency $CRM is under-appreciated At $276💵 per share its valuation relative to growth potential makes it a compelling investment"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1927407644454629580) 2025-05-27 16:52:46 UTC 14.5K followers, 9581 engagements "👾 Synospsys $SNPS +17% 💽 Cadence Design $CDNS +13% Occasionally the market dips due to perceived short-term headwinds presenting a golden opportunity that demands swift decisive action This is why its always prudent to have your buy price targets set in advance"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1940767603406020964) 2025-07-03 13:40:29 UTC 14.6K followers, 7794 engagements "1/5 Tractor Supply & Co $TSCO 🐮 EPS CAGR: XXXXX% LTM ROIC: XX% $TSCO has delivered XX years of consistent revenue growth by capitalizing on its niche as the leading rural lifestyle retailer leveraging shared scale economies across its expansive store network strong brand loyalty and operational efficiency to ensure long-term resilience"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1933158047246876782) 2025-06-12 13:42:49 UTC 14.5K followers, 1595 engagements "5. Copart $CPRT 🚘 Current Drawdown: -XX% NTM P/E: 28x PEG: 2.10"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823772604240034) 2025-07-17 12:31:53 UTC 14.5K followers, 1272 engagements "@Fred_Abyss Absolutely $MSCI shares several similarities with $V $MA and $SPGI in terms of its strong moat (built on indispensable index and analytics tools with network effects) high predictability from recurring subscription revenues and low capex model that fuels efficient growth"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946285358460670129) 2025-07-18 19:06:04 UTC 14.6K followers, XXX engagements "10. NVR Inc $NVR 🏢 Share Reduction: -XX% EPS Boost: +23% EPS CAGR: +16%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945159521468358942) 2025-07-15 16:32:23 UTC 14.6K followers, 2081 engagements "1. Arthur J Gallagher $AJG 📊 Revenue CAGR: XXX% COGS CAGR: XXX% Revenue / COGS: 1.71x"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943286628459466940) 2025-07-10 12:30:11 UTC 14.5K followers, XXX engagements "6. Monster Beverage $MNST 🥤 Revenue CAGR: +13% Margin Expansion: XX% ➡ 20%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946948256916787670) 2025-07-20 15:00:11 UTC 14.6K followers, XXX engagements "7 Reasons WHY $BKNG (Booking Holdings) Should Be On Your Watchlist 💸 X $BKNG has grown revenue for XX out of the last XX years X $BKNG has increased earnings per share (EPS) for XX out of the last XX years X Strong & consistent ROIC (drop in 2020 due to global restrictions) X Opportunity for growth in operating and net income margins X A fortress balance sheet with $16.33B in cash & $13.36B in long term debt X Aggressive share buybacks (33% decrease in shares outstanding since 2013 leading to a XX% boost in EPS) X $BKNG recently initiated a $XXXXX per share dividend that will likely grow at"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1825650024723919128) 2024-08-19 21:44:19 UTC 14.5K followers, 81.3K engagements "A quality valuation analysis on $MELI 🧘🏽♂ NTM P/E Ratio: 43.76x 2-Year Mean: 49.08x As you can see $MELI appears to be trading near fair value Going forward investors can receive XX% MORE in earnings per share 🧠*** Before we get into valuation lets take a look at why $MELI is a great business BALANCE SHEET✅ Cash & Short-Term Inv: $8.07B Long-Term Debt: $2.80B $MELI has a strong balance sheet a BBB- S&P Credit Rating & 45x FFO Interest Coverage RETURN ON CAPITAL➡✅ 2020: XXX% 2021: XXX% 2022: XXXX% 2023: XXXX% 2024: XXXX% LTM: XXXX% RETURN ON EQUITY➡✅ 2020: (0.1%) 2021: XXX% 2022: 28.7%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946636056968708578) 2025-07-19 18:19:37 UTC 14.6K followers, 6174 engagements "Berkshire Hathaway is down -XXXX% from its highsthe largest drawdown in X years $BRK.A $BRK.B appears to be fairly valued at $471💵 & a good buy with a margin of safety at $425💵"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945572800363733205) 2025-07-16 19:54:37 UTC 14.6K followers, 22.4K engagements "MercadoLibre $MELI in X Charts 📊 X. Both Commerce and Fintech revenues have grown at over XX% CAGR since 2019 X. Revenue by Geography X. Specific Geography Revenue / Total Revenue X. Gross Merchandise Volume (GMV) $MELI trades for a XXXX PEG ratio"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946599387703968007) 2025-07-19 15:53:54 UTC 14.6K followers, 4223 engagements "As earnings season ramps up next week is packed with scheduled reports 🗓 Lets dive into the earnings expectations valuations & business segments for XX standout quality stocks Food for thought over the weekend🧵"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946317806405931102) 2025-07-18 21:15:00 UTC 14.6K followers, 14.3K engagements "8. Copart $CPRT 🚘 NTM Feb 2020 P/E: 32.84x NTM Feb 2025 P/E: 34.25x Stock Price: +137%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1893310213836374155) 2025-02-22 14:41:45 UTC 14.5K followers, 1647 engagements "5/10 Nvidia $NVDA +74% CAGR 🤖 EPS CAGR: +83% Multiple Compression: -30%"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1931401613664522366) 2025-06-07 17:23:23 UTC 14.5K followers, 1567 engagements "GE Aerospace $GE reports Q2 2025 earnings tomorrow morning 🗓 REV est: $9.58B (+5.4% YoY) EPS est: $XXXX (+17.5% YoY) In FY 2024 services revenue accounted for XX% of total revenue💰 Dont overlook $GE its not the same company it was years ago as I detailed in May👇🏽"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945596429113987427) 2025-07-16 21:28:30 UTC 14.5K followers, 8111 engagements "9/10 S&P Global $SPGI 💰 YTD: +4% NTM P/E: 29x"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1928183954114314490) 2025-05-29 20:17:33 UTC 14.5K followers, 2213 engagements "Less than X months ago I highlighted $SNPS as a good purchase at $457💵 Since then $SNPS has surged +28%✅ Bummer that it bounced back so quickly As I stated: $SNPS will thrive as AI and tech advancements drive chip demand boosting the need for its cutting-edge semiconductor design software that helps create faster smarter chips among other things $SNPS offers a stellar way to tap into the semiconductor boom delivering steady predictable growth and reliable recurring revenue for investors seeking stability in the space You can find the original valuation analysis in the post below👇🏽"  [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946019611998114224) 2025-07-18 01:30:05 UTC 14.6K followers, 5771 engagements
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@DimitryNakhla Dimitry Nakhla | Babylon Capital®
Dimitry Nakhla | Babylon Capital® posts on X about eps, stocks, $msci, $fico the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX +97%
- X Month XXXXXXX +11%
- X Months XXXXXXXXX +66%
- X Year XXXXXXXXX +104%
Mentions: XXX #
- X Week XXX +26%
- X Month XXX +45%
- X Months XXX +81%
- X Year XXXXX +118%
Followers: XXXXXX #
- X Week XXXXXX +0.61%
- X Month XXXXXX +1.90%
- X Months XXXXXX +20%
- X Year XXXXXX +55%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks #5312 finance XXXXX% technology brands XXXXX% cryptocurrencies XXXXX% countries XXXX% exchanges XXXX% automotive brands XXXX% luxury brands XXXX% fashion brands XXXX%
Social topic influence eps #91, stocks #1166, $msci #1, $fico 8.18%, $goog #22, goog #23, $asml 6.82%, asml 6.82%, msci inc #1, $cprt XXXX%
Top accounts mentioned or mentioned by @biopadawan @fred_abyss @fredabyss @wisedelcapital @longtermloren @thelongaj @princeofgoodt @investsmall999 @kanavaggar95771 @nfrosinha @0xtechquity @jomasilva88 @alexmerax @mtakrou @tacticzh @livermore185 @jesusolalladm @praveenkolla @lwrcapital @purelongtrades
Top assets mentioned Msci Inc (MSCI) Fair Isaac, Corp. (FICO) Alphabet Inc Class A (GOOGL) Copart, Inc. (CPRT) Microsoft Corp. (MSFT) Mastercard, Inc. (MA) Synopsys, Inc. (SNPS) NVR, Inc. (NVR) Lam Research Corporation (LRCX) Effect.AI (EFX) Cream (CRM) MercadoLibre Inc (MELI) Novo-Nordisk (NVO) Metadium (META) S&P Global Inc (SPGI) NVIDIA Corp. (NVDA) Neurobro (BRO) Salesforce Inc (CRM) Intuit Inc. (INTU) Cadence Design Systems Inc (CDNS) Apple, Inc. (AAPL) Amazon.com, Inc. (AMZN) Adappter Token (ADP) Tractor Supply Co (TSCO) SPDR S&P XXX ETF Trust (SPY) Decentral Games ICE (ICE) IDEXX Laboratories, Inc. (IDXX) Costco Hot Dog (COST) Monster Beverage Corp (MNST) Taiwan Semiconductor (TSM) Booking Holdings Inc (BKNG) Paypex (PAYX) Paychex, Inc. (PAYX) Factset Research Systems, Inc. (FDS) Moody's Corporation (MCO) Costco Wholesale Corporation (COST) Fastenal Company (FAST) A O Smith Corp (AOS) Arthur J. Gallagher & Co. (AJG) General Electric Company (GE) Now Coin (NOW) Roper Technologies Inc (ROP) Intercontinental Exchange Inc (ICE) Good Games Guild (GGG) Zoetis Inc (ZTS) Texas Instruments (TXN) Nasdaq Inc (NDAQ) Medpace Holdings, Inc. Common Stock (MEDP) KLA Corp (KLAC) Canadian Pacific Railway (CP) Meta Platforms, Inc. (META) Manhattan Associates, Inc. (MANH)
Top Social Posts #
Top posts by engagements in the last XX hours
"$MANH Manhattan Associates has been increasing its predictability 📊 Take a look at the companys cloud subscription revenue as a percentage of total revenue👇🏽"
@DimitryNakhla on X 2025-02-12 16:27:43 UTC 14.6K followers, 5900 engagements
"7. Google $GOOG $GOOGL ☁ Share Reduction: -XX% EPS Boost: +14% EPS CAGR: +28%" @DimitryNakhla on X 2025-07-15 16:32:19 UTC 14.5K followers, 1016 engagements
"$FDS FactSet Research Systems is one of those steady compounders 📈📉 In the last XX years: Revenues CAGR +11.91% Growth in 20/20 years ✅ Net Income CAGR: +11.85% Growth in 18/20 years ✅ Dividends CAGR: +17.44% Growth in 20/20 years ✅ #stocks #investing" @DimitryNakhla on X 2024-05-06 19:38:33 UTC 14.5K followers, 5323 engagements
"Intuit $INTU Reports a Strong Q3 🎯 ✅ Rev: $7.75B vs $7.56B (est) +15% YoY ✅ EPS: $XXXXX vs $XXXXX (est) +18% YoY ___ Revenue Breakdown 📊 Small Business: $2.8B +19% YoY Consumer Group: $4.0B +11% YoY Pro Tax: $278M +9% YoY Credit Karma: $579M +31% YoY Guidance" @DimitryNakhla on X 2025-05-22 20:11:35 UTC 14.5K followers, 7698 engagements
"GE Aerospace $GE Q2 2025 Report 🗓 ✅ REV: $10.02B* (+23% YoY) ✅ EPS: $XXXX (+38% YoY) Services account for XX% of revenue" @DimitryNakhla on X 2025-07-17 13:10:52 UTC 14.5K followers, 3838 engagements
"6. Tractor Supply & Co $TSCO 🚜 2018: $TSCO +13% vs $SPY -X% 2022: $TSCO -X% vs $SPY -18%" @DimitryNakhla on X 2025-03-20 15:48:27 UTC 14.5K followers, XXX engagements
"This will lead to interesting short-term price action and perhaps another opportunity in the duopoly between Synopsys & Cadence Design $SNPS $CDNS" @DimitryNakhla on X 2025-05-28 19:31:38 UTC 14.5K followers, 23.2K engagements
"15 Quality Stocks ROIC XX% Annually Last X Years Avg ROIC 5-Year EPS CAGR 💵 💳 Visa $V XX% XX% 📸 Meta $META XX% XX% 📱 Apple $AAPL XX% XX% ☀ ASML $ASML XX% XX% 🚘 Copart $CPRT XX% XX% 🏢 NVR Inc $NVR XX% XX% 🖱 Google $GOOG XX% XX% 🌐 MSCI Inc $MSCI XX% XX% 💸 Mastercard $MA XX% XX% 🏦 Fair Isaac $FICO XX% XX% 💾 Microsoft $MSFT XX% XX% 💽 Taiwan Semi $TSM XX% XX% 🧬 Novo Nordisk $NVO XX% XX% 💰Automatic Data $ADP XX% XX% 🖨 Lam Research $LRCX XX% 16%" @DimitryNakhla on X 2025-05-10 13:56:53 UTC 14.6K followers, 18.3K engagements
"6. Lam Research $LRCX 💽 Share Reduction: -XX% EPS Boost: +14% EPS CAGR: +17%" @DimitryNakhla on X 2025-07-15 16:32:17 UTC 14.6K followers, 1102 engagements
"@alexmerax Part of $MSCI strategy given its extreme predictability its not really a cause for concern especially considering XX% FCF margins & 8x FFO interest coverage ratio (highest its been since 2015 👌🏽)" @DimitryNakhla on X 2025-07-23 15:43:29 UTC 14.6K followers, XXX engagements
"@PrinceOfGoodT @QualityInvest5 Great question I would say $SPGI $ICE $MELI (worthy mentions include $MA $MSFT)" @DimitryNakhla on X 2025-07-10 11:20:04 UTC 14.5K followers, XXX engagements
"7. S&P Global $SPGI 💵 10-Year Return: +402% 10-Year CAGR: +17% $10K ➡ $55K $SPGI experienced X -XX% drawdowns" @DimitryNakhla on X 2025-06-26 12:01:52 UTC 14.5K followers, XXX engagements
"$ASML is often considered one of the worlds most important companies crafting advanced lithography machines that power chip innovation & keep Moores Law alive amid the AI surge 🤖 With the stock trading at a compelling valuation relative to growth & Q2 earnings next week here are several visuals & insights about the company that you should know👇🏽 X. INTRO 📝 ASML is a Dutch company thats basically the king of making machines used to manufacturer computer chips These machines use light to print tiny patterns on silicon wafers which become the brains of everything from phones to cars to AI" @DimitryNakhla on X 2025-07-12 16:55:15 UTC 14.6K followers, 28K engagements
"@biopadawan Is this the same reaction you have when your favorite clothes go on an even greater sale 🤔😉" @DimitryNakhla on X 2025-07-15 15:29:20 UTC 14.5K followers, XXX engagements
"6. Moodys $MCO (Wed AM) 🗓 REV Est: $1.83B (+0.5%) 🗓 EPS Est: $XXXX (+1.5%) 💵 NTM P/E: 33x 35x avg 💵 NTM FCF Yield: XXX% XXX% avg Recurring revenue has grown faster than transaction revenue" @DimitryNakhla on X 2025-07-18 21:15:11 UTC 14.6K followers, XXX engagements
"BUYBACK KINGS 👑 XX Quality Stocks That Reduced Share Count XX% last XX Years 💵 🧐Moodys $MCO 2014 shares: 214.70M 2024 shares: 182.70M % reduction: XX% EPS boost: XX% 🧬 Novo Nordisk $NVO 2014 shares: 5.26B 2024 shares: 4.46B % reduction: XX% EPS boost: XX% 💳Visa $V 2014 shares: 2.52B 2024 shares: 2.02B % reduction: XX% EPS boost: XX% 🖨 Lam Research $LRCX 2014 shares: 1.65B 2024 shares: 1.31B % reduction: XX% EPS boost: XX% 💸Mastercard $MA 2014 shares: 1.17B 2024 shares: 0.93B % reduction: XX% EPS boost: XX% 🏢NVR Inc $NVR 2014 shares: 4.44M 2024 shares: 3.32M % reduction: XX% EPS boost:" @DimitryNakhla on X 2025-06-11 13:16:11 UTC 14.6K followers, 18.6K engagements
"@StockMKTNewz Do you like the addition of $XYZ in $SPY" @DimitryNakhla on X 2025-07-18 21:27:14 UTC 14.5K followers, 2996 engagements
"2. MSCI Inc $MSCI (Tue AM) 🗓 REV Est: $767.15M (+8.3%) 🗓 EPS Est: $XXXX (+13.1%) 💵 NTM P/E: 33x 36x avg 💵 NTM FCF Yield: XXX% XXX% avg Over XX% of $MSCIs total revenue is recurring" @DimitryNakhla on X 2025-07-18 21:15:03 UTC 14.6K followers, 1178 engagements
"Google $GOOG Q2 2025 Report Estimates 🗓 REV: $93.96B (+10.8% YoY) EPS: $XXXX (+14.3% YoY) Q2 2024 Segments & KPIs 👇🏽 (FiscalAI)" @DimitryNakhla on X 2025-07-23 14:56:19 UTC 14.6K followers, 7387 engagements
"7. Roper Technologies $ROP 🔖 2018: $ROP +3% vs $SPY -X% 2022: $ROP -XX% vs $SPY -18%" @DimitryNakhla on X 2025-03-20 15:48:29 UTC 14.5K followers, XXX engagements
"10 Stocks Double-Digit FCF Growth Est In Next X Years NTM Price/FCF 💵 🤖 $NVDA XX% 35x 🗂 $INTU XX% 33x 🖱 $GOOG XX% 26x 💳 $MA XX% 36x 🏦 $FICO XX% 55x ☁ $MSFT XX% 49x 💸 $EFX XX% 34x ☀ $ASML XX% 33x 👾 $SNPS XX% 40x 📦 $AMZN XX% 52x" @DimitryNakhla on X 2025-07-08 14:05:14 UTC 14.5K followers, 7885 engagements
"10. Novo Nordisk $NVO 🧬 Current Drawdown: -XX% NTM P/E: 16x PEG: 1.45" @DimitryNakhla on X 2025-07-17 12:32:04 UTC 14.6K followers, 4227 engagements
"$ASML with a double beat ✅ Revenue: 7.69B (+23% YoY) ✅ EPS: XXXX (+47% YoY) Net bookings: 5.54B (2.3B EUV / 42%)" @DimitryNakhla on X 2025-07-16 05:32:15 UTC 14.5K followers, 25.1K engagements
"$ICE Intercontinental Exchange is one of those steady excellent compounders 📈📉 In the last XX years: FCF CAGR +15.75% Net Income CAGR: +17.20% #stocks #investing" @DimitryNakhla on X 2024-05-03 12:55:52 UTC 14.5K followers, 15.8K engagements
"Did you know Copart $CPRT owns a lot of land $CPRT land valued at $2.03B today up from $105M in 2004 is understated on its balance sheet due to accounting rules that use historical purchase prices rather than current market values A key driver of its competitive edge 🚘" @DimitryNakhla on X 2025-05-25 16:27:37 UTC 14.5K followers, 16.2K engagements
"5. Fair Isaac $FICO 🏦 Revenue CAGR: XXX% COGS CAGR: XXXX% Revenue / COGS: 12.23x" @DimitryNakhla on X 2025-07-10 12:30:17 UTC 14.5K followers, 1929 engagements
"15 Quality Stocks With Consistent Annual Revenue Growth for XX Straight Years Rev CAGR 💰 Equifax $EFX X% 🎨 Sherwin Williams $SHW X% 🛒 Costco $COST X% 🐶 Idexx Labs $IDXX X% 📈 FactSet Research $FDS X% 🔩 Fastenal $FAST XX% 👾 Synopsys $SNPS XX% 💼 Brown & Brown $BRO XX% 🚜 Tractor Supply $TSCO XX% 💾 Cadence Design $CDNS XX% 🥤 Monster Becerage $MNST XX% 🏦 Intercontinental Exchange $ICE XX% 🎥 Netflix $NFLX XX% 📦 Amazon $AMZN XX% 🤝 MercadoLibre $MELI 38%" @DimitryNakhla on X 2025-04-18 11:38:09 UTC 14.6K followers, 16.4K engagements
"A quality valuation analysis on $ASML 🧘🏽♂ NTM P/E Ratio: 28.96x 10-Year Mean: 31.05x NTM FCF Yield: XXXX% 10-Year Mean: XXXX% As you can see $ASML appears to be trading below fair value Going forward investors can receive X% MORE in earnings per share & X% MORE in FCF per share🧠*** Before we get into valuation lets take a look at why $ASML is an excellent business (Financials in USD) BALANCE SHEET✅ Cash & Short Term Inv: $9.85B Long-Term Debt: $3.98B $ASML has a strong balance sheet & 70x FFO Interest Coverage RETURN ON CAPITAL✅ 2021: XXXX% 2022: XXXX% 2023: XXXX% 2024: XXXX% LTM: 48.2%" @DimitryNakhla on X 2025-06-24 15:05:45 UTC 14.5K followers, 9240 engagements
": ✅ X. Dominos Pizza $DPZ 🍕 _______ : ✅ X. Texas Instruments $TXN 🧮 _______ : ✅ X. NVR Inc $NVR 🏠 _______ : ✅ X. VeriSign $VRSN _______ : ✅ X. Home Depot $HD 🔨 _______ : ✅ X. Zoetis $ZTS 🐩 X. Graco Inc $GGG 📏 X. Mastercard $MA 💳 X. Philip Morris $PM 🚬 XX. Lam Research $LRCX 🖥 XX. Veeva Systems $VEEV 👨🏽💻 XX. Colgate-Palmolive $CL 🧴 XX. Waters Corporation $WAT 🚾 _______ : ✅ XX. Hershey $HSY 🍫 XX. Amgen $AMGN 🧬 XX. MSCI Inc $MSCI 🏪 XX. KLA Corp $KLAC 💻 XX. Microsoft $MSFT XX. Alphabet $GOOG 👨🏽💻 XX. Yum Brands $YUM 🌮 XX. Factset Research $FDS 📈 XX. West Pharmaceutical $WST" @DimitryNakhla on X 2023-06-23 20:03:40 UTC 14.5K followers, 89K engagements
"7. Google $GOOG $GOOGL (Wed PM) 🗓 REV Est: $XXXXX (+3.8%) 🗓 EPS Est: $XXXX (+13.7%) 💵 NTM P/E: 20x 24x avg 💵 NTM FCF Yield: XXX% XXX% avg $GOOG Cloud revenue has surged at an impressive XX% CAGR since 2017 and now comprises XX% of total revenue" @DimitryNakhla on X 2025-07-18 21:15:12 UTC 14.5K followers, XXX engagements
"🏢 NVR Inc $NVR EPS CAGR: XXXX% LTM ROIC: 37.1%" @DimitryNakhla on X 2024-05-21 14:55:08 UTC 14.5K followers, 2352 engagements
"10 High-Quality Stocks with at least 2x More Cash than Long-Term Debt 💸 $MSFT $79.6B $39.8B 2.00x $CRM $17.4B $8.4B 2.07x $NVR $2.2B $0.91B 2.42x $ASML $9.8B $3.9B 2.51x $COST $14.8B $5.7B 2.59x $TSM $81.2B $29.7B 2.73x $NVDA $53.6B $8.5B 6.31x $GOOG $95.3B $10.9B 8.74x $CPRT $4.4B $X ♾ $ABNB $11.5B $X ♾" @DimitryNakhla on X 2025-07-09 13:15:49 UTC 14.5K followers, 6627 engagements
"8. Nasdaq Inc $NDAQ 🏪 2018: $NDAQ +8% vs $SPY -X% 2022: $NDAQ -XX% vs $SPY -18%" @DimitryNakhla on X 2025-03-20 15:48:30 UTC 14.5K followers, XXX engagements
"Google Cloud Revenue as % of Total Revenue☁ 2017: XXX% 2018: XXX% 2019: XXX% 2020: XXX% 2021: XXX% 2022: XXX% 2023: XXXX% 2024: XXXX% LTM: XXXX% $GOOG $GOOGL" @DimitryNakhla on X 2025-07-21 13:49:53 UTC 14.6K followers, 8063 engagements
"Google $GOOG $GOOGL Q2 2025 Report 🗓 ✅ REV: $96.43B (+13.8% YoY) ✅ EPS: $XXXX (+22.2% YoY) ☁ GOOGLE CLOUD +32% YoY" @DimitryNakhla on X 2025-07-23 20:13:23 UTC 14.6K followers, 5202 engagements
"5. Intuit $INTU 📊 Revenue CAGR: +12% Margin Expansion: XX% ➡ 18%" @DimitryNakhla on X 2025-07-20 15:00:10 UTC 14.6K followers, XXX engagements
"6. Salesforce $CRM 📊 Current Drawdown: -XX% NTM P/E: 22x PEG: 1.69" @DimitryNakhla on X 2025-07-17 12:31:55 UTC 14.6K followers, 1108 engagements
"10 High-Quality Stocks on Sale 💵 X. MercadoLibre $MELI NTM P/E 43x 🤝 X. MSCI Inc $MSCI NTM P/E 32x 🌐 X. Mastercard $MA NTM P/E 32x 💳 X. Amazon $AMZN NTM P/E 29x 📦 X. S&P Global $SPGI NTM P/E 27x 📈 X. Synopsys $SNPS NTM P/E 27x 👾 X. ASML Holding $ASML NTM P/E 25x ☀ X. Google $GOOG NTM P/E 18x ☁ X. Lam Research $LRCX NTM P/E 18x 🖨 XX. Novo Nordisk $NVO NTM P/E 17x 🧬" @DimitryNakhla on X 2025-04-15 15:25:46 UTC 14.6K followers, 40.4K engagements
"3. Equifax $EFX (Tue AM) 🗓 REV Est: $1.51B (+5.6%) 🗓 EPS Est: $XXXX (+5.5%) 💵 NTM P/E: 33x 29x avg 💵 NTM FCF Yield: XXX% XXX% avg Workforce Solutions has grown faster than other segments and stands as $EFX most profitable segment" @DimitryNakhla on X 2025-07-18 21:15:05 UTC 14.6K followers, 1391 engagements
"9. ASML Holding $ASML ☀ Current Drawdown: -XX% NTM P/E: 28x PEG: 1.60" @DimitryNakhla on X 2025-07-17 12:32:02 UTC 14.6K followers, 2298 engagements
"2. Visa $V 💳 Share Reduction: -X% EPS Boost: +8% EPS CAGR: +13%" @DimitryNakhla on X 2025-07-15 16:32:11 UTC 14.5K followers, 1072 engagements
"$MSCI is a very predictable business 🌐 Over XX% of revenues are recurring💰 ___ Subscriptions 10-Year CAGR: +10.2% Asset-Based Fees 10-Year CAGR: +14.0%" @DimitryNakhla on X 2025-07-18 13:42:26 UTC 14.6K followers, 8435 engagements
"Today marks a year since my FUT-inspired post Heres my updated WORLD CLASS XI🏟 Last years post is attached below for additional context check it out Share your starting XI in the comments Liverpool won the league after last years post hoping for same magic this year😉" @DimitryNakhla on X 2025-07-10 16:14:34 UTC 14.5K followers, 14.1K engagements
"Heres the thesis I shared with another great investor here on X a few months ago and to answer your question it has to do with $MEDP book-to-bill ratio along with the strong beat on revenue MEDP is starting to pique my interest a bit A nice way to catch future growth in biotech space (future CRO growth expected to compound XX% through 2029) without relying on a blockbuster drug or long biotech cycles since MEDP offers picks & shovels by supporting R&D process regardless of trial outcomes The company has been a strong compounder since IPO & strong FCF & EPS CAGR along with excellent return" @DimitryNakhla on X 2025-07-21 22:13:05 UTC 14.6K followers, 1136 engagements
"@bean_wealth Absolutely especially $ADP $MSCI $FICO $NVDA" @DimitryNakhla on X 2025-07-08 15:01:49 UTC 14.5K followers, XXX engagements
"10 Quality Stocks Flying Under The Radar 💵 🖥 CDW Corp $CDW 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🗳 Broadridge Financial $BR 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🏦 Fair Isaac Corp $FICO 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🚾 Agilent Technologies $A 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🏢 NVR Inc $NVR 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🚿 A O Smith $AOS 5-Year EPS CAGR: XXX% LTM ROIC: XXXX% 📈 FactSet Research $FDS 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🪫 Amphenol $APH 5-Year EPS CAGR: XXX% LTM ROIC: XXXX% 🏥 Medpace $MEDP 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🏊🏼♂ Pool Corp" @DimitryNakhla on X 2024-05-07 15:13:37 UTC 14.5K followers, 12K engagements
"8. Tesla $TSLA (Wed PM) 🗓 REV Est: $22.61B (-11.3%) 🗓 EPS Est: $XXXX (-28.8%) 💵 NTM P/E: 165x 95x avg 💵 NTM FCF Yield: XXX% XXX% avg Services revenue now represents about XX% of $TSLA total revenue" @DimitryNakhla on X 2025-07-18 21:15:14 UTC 14.5K followers, XXX engagements
"2. MSCI Inc $MSCI 🌐 Current Drawdown: -XX% NTM P/E: 32x PEG: 2.88" @DimitryNakhla on X 2025-07-17 12:31:48 UTC 14.6K followers, 1952 engagements
"$BRO is in the insurance industry but its not an underwriter like traditional insurers (e.g. Progressive or Allstate) that bear risk on policies and hold significant reserves on their balance sheet Instead $BRO operates as a pure-play insurance broker and risk management firm acting as an intermediary that connects clients with insurance carriers to place coverage earning commissions and fees in the processwithout assuming underwriting risks or maintaining large liability reserves This distinction matters for valuation metrics: The price-to-book (PB) ratio is often more relevant for" @DimitryNakhla on X 2025-07-20 19:55:33 UTC 14.6K followers, XXX engagements
"8 Quality Stocks with Annual Double-Digit EPS Growth Over the Past 5-Years 5-Year EPS CAGR X. Microsoft $MSFT +18% ☁ X. Copart $CPRT +19% 🚘 X. MSCI Inc $MSCI +19% 🌐 X. Intuit $INTU +20% 🗂 X. Cadence Design $CDNS +22% 💾 X. Synopsys $SNPS +24% 👾 X. Veeva Systems $VEEV +25% 🖥 X. Fair Isaac $FICO +26% 🏦" @DimitryNakhla on X 2025-07-01 15:05:40 UTC 14.6K followers, 10.4K engagements
"Quality Compounders & S&P Credit Ratings💵 AAA Microsoft $MSFT ☁ AA+ Apple $AAPL 📱 Google $GOOG 🖱 AA Costco $COST 🛒 Amazon $AMZN 📦 Novo Nordisk $NVO 🧬 AA- Visa $V 💸 Meta $META 📸 Nvidia $NVDA 🤖 Taiwan Semi $TSM 💽 Automatic Data $ADP 💰 A+ Mastercard $MA 💳 Salesforce $CRM 📊 A Applied Materials $AMAT 💿 A- Intuit $INTU 🗂 Lam Research $LRCX 🖨 Booking Holdings $BKNG ✈ Intercontinental Exchange $ICE 🏦" @DimitryNakhla on X 2025-06-09 19:04:24 UTC 14.6K followers, 15.9K engagements
"4. Mastercard $MA 💸 Share Reduction: -XX% EPS Boost: +11% EPS CAGR: +12%" @DimitryNakhla on X 2025-07-15 16:32:14 UTC 14.6K followers, 1004 engagements
"10 High-Quality Sticky Stocks That Increased Revenues Annually in the Past XX Years 📈 X. Fair Isaac $FICO 💰 (+8.08% CAGR) X. Equifax $EFX 💸 (+8.83)% CAGR X. IDEXX Labs $IDXX 🐶 (+10.12% CAGR) X. S&P Global $SPGI 💵 (+10.89% CAGR) X. MSCI Inc $MSCI 🌐 (+11.10% CAGR) X. Cadence Design $CDNS 💾 (+11.37% CAGR) X. Synopsys $SNPS 👾 (+11.53% CAGR) X Intercontinental Exchange $ICE 🏦 (+11.61% CAGR) X. Amazon $AMZN 📦 (+21.77% CAGR) XX. Medpace $MEDP 🏥 (+21.94% CAGR)" @DimitryNakhla on X 2025-03-26 12:13:13 UTC 14.6K followers, 18.2K engagements
"@praveenkolla @Investsmall999 $AJG is solid I do like $BRO insider ownership 12%" @DimitryNakhla on X 2025-07-21 00:09:54 UTC 14.5K followers, XX engagements
"Its not everyday you see $MSCI trading for a X% FCF Yield & a 29x P/E 🌐 Peaking at $XXX in 2021 with a 63x P/E its multiple has since halved while EPS grew at a XXXX% CAGR At 29x today multiple compression is less likely to be a drag future returns 💵" @DimitryNakhla on X 2025-07-23 12:17:31 UTC 14.6K followers, 11.9K engagements
"15 Quality Linear Compounders Normalized EPS 2008 - 2023 LTM ROIC🧵 #stocks #investing" @DimitryNakhla on X 2024-05-21 14:55:06 UTC 14.5K followers, 68.2K engagements
"6. MSCI Inc $MSCI 🌐 (Oligopoly) NTM P/E: 32.74x 3-Year Mean: 37.51x 2025E: $XXXXX (11.4% YoY) 2026E: $XXXXX (12.9% YoY) 2027E: $XXXXX (12.3% YoY)" @DimitryNakhla on X 2025-03-17 12:15:18 UTC 14.5K followers, 1676 engagements
"1. Google $GOOG $GOOGL ☁ Current Drawdown: -XX% NTM P/E: 20x PEG: 1.65x" @DimitryNakhla on X 2025-07-17 12:31:45 UTC 14.6K followers, 1626 engagements
"@WisedelCapital Very nice 👌🏽 yes $MELI is attractive for the long-term investor" @DimitryNakhla on X 2025-07-19 18:38:28 UTC 14.5K followers, XXX engagements
"20 Stocks With ROIC XX% For Last X Years 💵 🐩Zoetis $ZTS 📸Meta $META 🖌Adobe $ADBE 🏢NVR Inc $NVR 🚘Copart $CPRT 🫦Inmode $INMD 💰Paycom $PAYC 🔩Fastenal $FAST 💸Paychex $PAYX 🪲Rollins Inc $ROL 🚿A O Smith $AOS 💳Mastercard $MA 💼Accenture $ACN 📲Lam Research $LRCX 🧮Texas Instruments $TXN 🧰The Toro Company $TTC 🥤Monster Beverage $MNST 🐮IDEXX Laboratories $IDXX 🚛Old Dominion Freight $ODFL 👨🏽💻Automatic Data Processing $ADP #stocks #investing _______ : . . . ." @DimitryNakhla on X 2023-07-16 13:54:48 UTC 14.5K followers, 44.8K engagements
"Brown & Brown $BRO is starting to pique my interest its a high-quality consistent business trading at a price slightly below fair value Around $XX based on its current fundamentals and future growth $BRO looks like a strong buy with a solid margin of safety" @DimitryNakhla on X 2025-07-19 20:44:45 UTC 14.6K followers, 6172 engagements
"Booking Holdings $BKNG Q1 2025 Report 🗓 ✅ Rev: $4.76B vs $4.58B (est) +8% YoY ✅ EPS: $XXXXX vs $XXXXX (est) +22% YoY" @DimitryNakhla on X 2025-04-29 20:17:56 UTC 14.5K followers, 10.3K engagements
"Even accounting for the current drop Dev did generate roughly $900M from his $FICO investment since 2022 & $FICO is up more than +250% since 2022 To your point though it will be interesting to see if he trimmed $FICO in the latest quarter wouldnt be surprised if he added $MSFT as well Maintaining that position in $FICO (32% allocation) despite its valuation especially when it traded above $2000 in May 2025 is hard to justify imho" @DimitryNakhla on X 2025-07-09 21:25:11 UTC 14.6K followers, 1460 engagements
"$FICO is now down -XX% from its highs 📉 Not uncommon when a stock trades for 80x" @DimitryNakhla on X 2025-07-15 17:56:26 UTC 14.6K followers, 13.1K engagements
"10 months ago I suggested that $MEDP appears to be a decent consideration for investment at $326💵 & a great buy at $290💵 Following its stellar Q2 2025 earnings beat $MEDP shares surged +41% and +58% respectively since my analysis ✅ The valuation analysis attached below👇🏽" @DimitryNakhla on X 2025-07-21 21:40:03 UTC 14.6K followers, 8292 engagements
"10. Nasdaq $NDAQ (Thu AM) 🗓 REV Est: $1.27B (+9.5%) 🗓 EPS Est: $XXXX (+15.9%) 💵 NTM P/E: 27x 23x avg 💵 NTM FCF Yield: XXX% XXX% avg $ICE is my favorite business in the financial exchanges sector though $NDAQ deserves an honorable mention" @DimitryNakhla on X 2025-07-18 21:15:16 UTC 14.6K followers, 1495 engagements
": X. Hershey $HSY 🍫 X. MSCI Inc $MSCI 🏪 X. KLA Corp $KLAC 💻 X. Microsoft $MSFT X. Alphabet $GOOG 👨🏽💻 X. Factset Research $FDS 📈 X. West Pharmaceutical $WST 💊 _______ #stocks #investing : . . . . ." @DimitryNakhla on X 2023-06-21 20:09:38 UTC 14.5K followers, 2445 engagements
"Triple Frond updated Q1 2025 13F (Dataroma) Top X holdings: $MSFT $TDG $GOOG $AMZN $CHTR New buys: $ASML $META $CCCS Sales: $V $CP" @DimitryNakhla on X 2025-05-14 15:35:49 UTC 14.5K followers, 8001 engagements
"10/10 Booking Holdings $BKNG ✈ YTD: +12% NTM P/E: 25x" @DimitryNakhla on X 2025-05-29 20:17:34 UTC 14.5K followers, 2027 engagements
"@biopadawan Haha the chart is one thing the business is another Albeit $CPRT multiple expanded a bit much trading for 38x less than a year ago so this is normal price action regression to the mean due to less aggressive growth estimates A fair range for $CPRT is between 26x - 30x" @DimitryNakhla on X 2025-07-15 17:50:08 UTC 14.5K followers, XXX engagements
"Looking back at some of your best investment decisions & your worst investment mistakes can help you become a better investor 💸 Mistake # X & Best # X are my favorites You will benefit from reading this these are things I wish I knew early on 💯 Here are X of my biggest MISTAKES 👎🏽: X I waited too long to buy high-quality businesses I was mentored in 2016 & my mentor was a VALUE first investor (rather than QUALITY first) & was heavily influenced by Benjamin Grahams ideologies as it related to low multiples tangible assets etc. Higher multiples scared him off and as a result scared me off" @DimitryNakhla on X 2024-03-07 15:06:25 UTC 14.5K followers, 17.4K engagements
"3. MSCI Inc $MSCI 🌐 Share Reduction: -X% EPS Boost: +9% EPS CAGR: +16%" @DimitryNakhla on X 2025-07-15 16:32:13 UTC 14.6K followers, 1129 engagements
"8. Fair Isaac $FICO 🏦 10-Year Return: +2031% 10-Year CAGR: +36% $10K ➡ $205K $FICO experienced X -XX% drawdowns" @DimitryNakhla on X 2025-06-26 12:01:54 UTC 14.5K followers, 3178 engagements
"1. Roper Technologies $ROP (Mon AM) 🗓 REV Est: $1.93B (+12.2%) 🗓 EPS Est: $XXXX (+7.8%) 💵 NTM P/E: 27x 29x avg 💵 NTM FCF Yield: XXX% XXX% avg Recurring revenue has grown faster than overall revenue" @DimitryNakhla on X 2025-07-18 21:15:01 UTC 14.5K followers, 1113 engagements
"5 Quality Stocks Trading at Lower P/E & Higher FCF Yield Than 5-Year Average Forecasted 3-Year EPS CAGR* LTM ROIC 💵 X ASML Holding $ASML ☀ Avg P/E: 35x Avg FCF Yield: XXX% NTM P/E: 29x NTM FCF Yield: XXX% EPS CAGR: XX% LTM ROIC: XX% X MSCI Inc $MSCI 🌐 Avg P/E: 42x Avg FCF Yield: XXX% NTM P/E: 31x NTM FCF Yield: XXX% EPS CAGR: XX% LTM ROIC: XX% X Salesforce $CRM 📊 Avg P/E: 42x Avg FCF Yield: XXX% NTM P/E: 22x NTM FCF Yield: XXX% EPS CAGR: XX% LTM ROIC: XX% X Copart $CPRT 🚘 Avg P/E: 33x Avg FCF Yield: XXX% NTM P/E: 29x NTM FCF Yield: XXX% EPS CAGR: XX% LTM ROIC: XX% X MercadoLibre $MELI" @DimitryNakhla on X 2025-06-16 13:19:55 UTC 14.6K followers, 14.8K engagements
"20 Stocks That Have Maintained A ROIC Of XX% Or More For The Last X Years 💸 💳 Visa $V 🍎 Apple $AAPL 🏢 NVR Inc $NVR 🚗 Copart $CPRT 🤖 Fortinet $FTNT 🔩 Fastenal $FAST 💵 Paychex $PAYX 📐 Graco Inc $GGG 📈 MSCI Inc $MSCI 🚿 A O Smith $AOS 💵 Mastercard $MA ☁ Microsoft $MSFT 📲 Taiwan Semi $TSM ⚙ W W Grainger $GWW 💰Automatic Data $ADP 🖨 Lam Research $LRCX 🎥 Meta Platforms $META 🐶 Idexx Laboratories $IDXX 🫀 Edwards Lifesciences $EW 🚛 Old Dominion Freight $ODFL #stocks #investing" @DimitryNakhla on X 2024-07-14 13:38:37 UTC 14.5K followers, 25.1K engagements
"2. Paychex $PAYX 💵 Revenue CAGR: XXX% COGS CAGR: XXX% Revenue / COGS: 1.73x" @DimitryNakhla on X 2025-07-10 12:30:12 UTC 14.5K followers, XXX engagements
"Moodys $MCO Q2 2025 Report 🗓 ✅ REV: $1.89B (+4.3% YoY) ✅ EPS: $XXXX (+8.5% YoY) Quarterly dividend $XXXX increase of +11% Repurchased XXX million shares avg $460.76" @DimitryNakhla on X 2025-07-23 11:30:25 UTC 14.6K followers, 3564 engagements
"Operating leverage is a powerful driver in investing enabling companies to boost operating margins & amplify profitability Here are XX stocks that grew operating margins by 20%+ from 2014 - 2024 💸 X. $ASML XXXX% ➡ XXXX% +23% X. $NVO XXXX% ➡ XXXX% +24% X. $GOOG XXXX% ➡ XXXX% +28% X. $MSFT XXXX% ➡ XXXX% +33% X. $CPRT XXXX% ➡ XXXX% +37% X. $WM XXXX% ➡ XXXX% +40% X. $ADP XXXX% ➡ XXXX% +47% X. $MSCI XXXX% ➡ XXXX% +59% X. $FICO XXXX% ➡ XXXX% +102% XX. $NVDA XXXX% ➡ XXXX% +285% ___ Operating leverage measures a companys ability to boost operating income disproportionately with revenue growth driven" @DimitryNakhla on X 2025-07-07 19:52:26 UTC 14.5K followers, 11.5K engagements
"2. IDEXX Laboratories $IDXX 🐶 Revenue CAGR: +9% Margin Expansion: XX% ➡ 23%" @DimitryNakhla on X 2025-07-20 15:00:05 UTC 14.6K followers, XXX engagements
"6/10 Fair Isaac $FICO +33% CAGR 🏦 EPS CAGR: +25% Multiple Expansion: +6%" @DimitryNakhla on X 2025-06-07 17:23:24 UTC 14.6K followers, 1966 engagements
"7. Google $GOOG $GOOGL 🖱 Revenue CAGR: +20% Margin Expansion: XX% ➡ 28%" @DimitryNakhla on X 2025-07-20 15:00:13 UTC 14.6K followers, 1106 engagements
"@kanavaggar95771 No worries Well heres a question for you: Does any of that matter if $FICO can grow EPS at a XX% - XX% CAGR over the next X years" @DimitryNakhla on X 2025-07-15 18:15:10 UTC 14.5K followers, XXX engagements
"9. Apple $AAPL 📱 Share Reduction: -XX% EPS Boost: +19% EPS CAGR: +15%" @DimitryNakhla on X 2025-07-15 16:32:22 UTC 14.5K followers, 2184 engagements
"15 Quality Compounders With An Annual ROIC XX% For Last X Consecutive Years (Average) 💸 💳 Visa $V (30%) 🚘 Copart $CPRT (24%) 🏢 NVR Inc $NVR (39%) 🏦 Fair Isaac $FICO (44%) 💵 Mastercard $MA (52%) 📠 KLA Corp $KLAC (35%) ☁ Microsoft $MSFT (30%) 🤖 Taiwan Semi $TSM (25%) 🧬 Novo Nordisk $NVO (67%) 🖨 Lam Research $LRCX (36%) 🧾 Automatic Data $ADP (50%) ☀ ASML Holding $ASML (40%) 📸 Meta Platforms $META (27%) 💿 Applied Materials $AMAT (35%) 🚛 Old Dominion Freight $ODFL (34%)" @DimitryNakhla on X 2025-01-17 15:31:42 UTC 14.5K followers, 44.6K engagements
"4. Visa $V 💳 Revenue CAGR: XXX% COGS CAGR: XXX% Revenue / COGS: 6.20x" @DimitryNakhla on X 2025-07-10 12:30:15 UTC 14.5K followers, 2533 engagements
"10 High-Quality Stocks That Increased Revenues Annually Over Past XX Years Coupled with Net Income Margin Expansion💵 These resilient businesses embody the essence of long-term investing offering peace of mind by demonstrating their ability to thrive through economic cycles🧘🏽♂" @DimitryNakhla on X 2025-07-20 15:00:02 UTC 14.6K followers, 5183 engagements
"@Fred_Abyss Yup $MSCI is in my portfolio 👌🏽 there are many excellent businesses that arent included in the XI (as with a great futbol squad) this so happens to be the starting line up today 😂👍🏽" @DimitryNakhla on X 2025-07-10 20:37:04 UTC 14.5K followers, XXX engagements
"7. Fair Isaac $FICO 🏦 Current Drawdown: -XX% NTM P/E: 46x PEG: 2.00" @DimitryNakhla on X 2025-07-17 12:31:58 UTC 14.6K followers, 1163 engagements
"Looking at $ASML Service & Field Option Quarterly Revenue as a percentage of Total Revenue Not only has this segment compounded at an attractive rate (+19.7%) but it also represented more than 1/4 of Total Revenue in the latest quarterly report" @DimitryNakhla on X 2025-07-17 15:02:48 UTC 14.5K followers, 10.6K engagements
"4. Brown & Brown $BRO 💼 Revenue CAGR: +11% Margin Expansion: XX% ➡ 21%" @DimitryNakhla on X 2025-07-20 15:00:08 UTC 14.6K followers, XXX engagements
"@LWRCapital Yes you can see my latest comments on $CPRT by looking up the tikr in the search bar on my profile & sort by latest comments 👌🏽" @DimitryNakhla on X 2025-07-16 16:06:19 UTC 14.5K followers, XXX engagements
"1. Costco $COST 🛒 Revenue CAGR: +9% Margin Expansion: X% ➡ 3%" @DimitryNakhla on X 2025-07-20 15:00:04 UTC 14.6K followers, XXX engagements
"4. Danaher $DHR (Tue AM) 🗓 REV Est: $5.84B (+1.7%) 🗓 EPS Est: $XXXX (-4.6%) 💵 NTM P/E: 25x 26x avg 💵 NTM FCF Yield: XXX% XXX% avg Over XX% of $DHR total revenue is recurring as of LTM" @DimitryNakhla on X 2025-07-18 21:15:07 UTC 14.6K followers, 1299 engagements
"10 Quality Stocks Down XX% From Highs That Should Be On Your Watchlist This Week 💵 X $LVMH $MC Louis Vuitton Mot 👜 % Down From Highs: -XX% LTM ROIC: XXXX% NTM P/E: 21.67x X $CP Canadian Pacific 🛤 % Down From Highs: -XX% LTM ROIC: XXX% NTM P/E: 23.53x X $CRM Salesforce 📊 % Down From Highs: -XX% LTM ROIC: XXX% NTM P/E: 23.09x X $ODFL Old Dominion Freight 🚛 % Down From Highs: -XX% LTM ROIC: XXXX% NTM P/E: 28.05x X $MSCI MSCI Inc 📈 % Down From Highs: -XX% LTM ROIC: XXXX% NTM P/E: 32.02x X $UNH UnitedHealth 🩻 % Down From Highs: -XX% LTM ROIC: XXXX% NTM P/E: 17.72x X $NKE Nike 🎽 % Down From" @DimitryNakhla on X 2024-06-17 12:00:42 UTC 14.5K followers, 41.7K engagements
"3. MSCI Inc $MSCI 🌐 NTM P/E: 32.28x 5-Year Avg: 42.56x NTM FCF Yield: XXXX% 5-Year Avg: XXXX% LTM ROIC: 42%" @DimitryNakhla on X 2025-05-03 14:18:50 UTC 14.6K followers, 1450 engagements
"@Investsmall999 $AJG is solid as well trading slightly above fair value" @DimitryNakhla on X 2025-07-19 21:08:43 UTC 14.5K followers, XXX engagements
"15 Quality Stocks That Maintained ROIC XX% in the Last X Years Average ROIC 💸 💳 Visa $V XX% 📱 Apple $AAPL XX% 🚘 Copart $CPRT XX% 🧾 Paychex $PAYX XX% 🌐 MSCI Inc $MSCI XX% 🏦 Fair Isaac $FICO XX% 💵 Mastercard $MA XX% ☁ Microsoft $MSFT XX% 💨 Philip Morris $PM XX% 🧬 Novo Nordisk $NVO XX% 🖨 Lam Research $LRCX XX% ☀ ASML Holding $ASML XX% 📸 Meta Platforms $META XX% 👩🏻🔬 Vertex Pharmaceuticals $VRTX XX% 💰 Automatic Data Processing $ADP 50%" @DimitryNakhla on X 2025-03-13 11:46:08 UTC 14.5K followers, 23.1K engagements
"9. ServiceNow $NOW (Wed PM) 🗓 REV Est: $3.12B (+18.6%) 🗓 EPS Est: $XXXX (-9.9%) 💵 NTM P/E: 55x 55x avg 💵 NTM FCF Yield: XXX% XXX% avg XX% of $NOW total revenue is recurring" @DimitryNakhla on X 2025-07-18 21:15:15 UTC 14.6K followers, 3218 engagements
"@Fred_Abyss Absolutely it certainly deserves the premium" @DimitryNakhla on X 2025-07-18 16:34:27 UTC 14.6K followers, XXX engagements
"MSCI $MSCI Q2 2025 Report 🗓 ✅ REV: $772.68M (+9.1% YoY) ✅ EPS: $XXXX (+14.5% YoY) ___ Equifax $EFX Q2 2025 Report 🗓 ✅ REV: $1.54B (+7.7% YoY) ✅ EPS: $XXXX (+9.9% YoY)" @DimitryNakhla on X 2025-07-22 15:09:43 UTC 14.6K followers, 6591 engagements
"4. Equifax $EFX 💵 Current Drawdown: -XX% NTM P/E: 32x PEG: 1.23" @DimitryNakhla on X 2025-07-17 12:31:51 UTC 14.5K followers, 1189 engagements
"@PureLongTrades Yes I own $MSCI in my portfolio" @DimitryNakhla on X 2025-07-23 13:16:32 UTC 14.6K followers, XXX engagements
"5. Equifax $EFX 🏦 (Oligopoly) NTM P/E: 31.15x 5-Year Mean: 29.20x 2025E: $XXXX (3.9% YoY) 2026E: $XXXX (23.3% YoY) 2027E: $XXXXX (29.3% YoY)" @DimitryNakhla on X 2025-03-17 12:15:13 UTC 14.5K followers, 1685 engagements
"3. Brown & Brown $BRO 💼 Current Drawdown: -XX% NTM P/E: 24x PEG: 2.00" @DimitryNakhla on X 2025-07-17 12:31:50 UTC 14.5K followers, 1277 engagements
"9. NVR Inc $NVR 🏢 NTM Feb 2020 P/E: 17.15x NTM Feb 2025 P/E: 14.04x Stock Price: +76%" @DimitryNakhla on X 2025-02-22 14:41:47 UTC 14.5K followers, 2663 engagements
"MSCI Inc $MSCI Q1 Earnings Report🎯 Rev: $745M vs $744M est✅ +10% YoY EPS: $XXXX vs $XXXX est ✅ +14% YoY ___ One of the stickiest businesses in the 🌎" @DimitryNakhla on X 2025-04-22 20:00:51 UTC 14.6K followers, 12.9K engagements
"8. Fair Isaac $FICO 🏦 Share Reduction: -XX% EPS Boost: +19% EPS CAGR: +26%" @DimitryNakhla on X 2025-07-15 16:32:20 UTC 14.5K followers, 1565 engagements
"10. Salesforce $CRM 🤖 Revenue CAGR: +26% Margin Expansion: X% ➡ 16%" @DimitryNakhla on X 2025-07-20 15:00:17 UTC 14.6K followers, 1887 engagements
"1. Approaching extreme greed X. Biggest 3-month rise in FMS risk appetite X. Several meme stocks being squeezed X. A brand new speculative company being touted as the next big thing & generational buying opportunity every other day A X% - XX% correction would be healthy" @DimitryNakhla on X 2025-07-22 00:22:43 UTC 14.6K followers, 7713 engagements
"8. Constellation Software $CSU 🌠 Revenue CAGR: +23% Margin Expansion: X% ➡ 7%" @DimitryNakhla on X 2025-07-20 15:00:14 UTC 14.6K followers, XXX engagements
"10 Quality Stocks FCF CAGR XX% Past X Years That Trade for Cheaper P/FCF Today💵* 💸 Visa $V XX% CAGR 💳 Mastercard $MA XX% CAGR 🌐 MSCI Inc $MSCI XX% CAGR 👾 Synopsys $SNPS XX% CAGR 🖱 Google $GOOG XX% CAGR ☀ ASML $ASML XX% CAGR 📊 Salesforce $CRM XX% CAGR 🚘 Copart $CPRT XX% CAGR 🤖 Nvidia $NVDA XX% CAGR 🤝 MercadoLibre $MELI XX% CAGR ___ *NTM FCF Yield vs exactly X years ago" @DimitryNakhla on X 2025-06-20 17:07:36 UTC 14.6K followers, 16.3K engagements
"Starting to like $FICO here $1600 The best way to mediate the risk of its rich premium is to strategically acquire the business in tranches: 1/3 $1500 1/3 $1250 1/3 $1000 Average near $1200 & a PEG 2.00x assuming $FICO can meet estimates over next X years" @DimitryNakhla on X 2025-07-10 13:40:03 UTC 14.5K followers, 11.4K engagements
"Investing in companies growing revenues at a faster percentage than cost of goods sold (COGS) is a potent strategy highlighting strong pricing power & efficiency that enhance profit margins Here are X stocks with revenue growth at least 1.50x their COGS over the past X years🧵" @DimitryNakhla on X 2025-07-10 12:30:09 UTC 14.5K followers, 7327 engagements
"With markets near all time highs it could be tempting to chase the hot winners As a long-term investor I get excited when proven high-quality stocks fallgiving us a shot at finding value Below is a list of XX wide-moat stocks down at least -XX% from their highs 🧵" @DimitryNakhla on X 2025-07-17 12:31:43 UTC 14.6K followers, 6908 engagements
"5. Tractor Supply $TSCO 🚜 Share Reduction: -XX% EPS Boost: +11% EPS CAGR: +16%" @DimitryNakhla on X 2025-07-15 16:32:16 UTC 14.6K followers, XXX engagements
"5. Intuitive Surgical $ISRG (Tue PM) 🗓 REV Est: $2.35B (+16.9%) 🗓 EPS Est: $XXXX (-0.5%) 💵 NTM P/E: 64x 58x avg 💵 NTM FCF Yield: XXX% XXX% avg $ISRG is a sticky business & a great example of razor & blades business model" @DimitryNakhla on X 2025-07-18 21:15:09 UTC 14.6K followers, 1278 engagements
"3. Synopsys $SNPS 👾 Revenue CAGR: +11% Margin Expansion: XX% ➡ 23%" @DimitryNakhla on X 2025-07-20 15:00:07 UTC 14.6K followers, XXX engagements
"@Fred_Abyss I can share another $MSCI analysis a few days after earnings $MSCI trades close to fair value today was attractive most recently $530s to $540s & of course when I shares my analysis last year at $XXX 👌🏽" @DimitryNakhla on X 2025-07-18 14:04:02 UTC 14.5K followers, 1202 engagements
"9. Amazon $AMZN 📦 Revenue CAGR: +24% Margin Expansion: X% ➡ 9%" @DimitryNakhla on X 2025-07-20 15:00:16 UTC 14.6K followers, 1873 engagements
"2/5 Monster Beverage $MNST 🧃 EPS CAGR: XXXXX% LTM ROIC: XX% $MNST has sustained XX years of consistent revenue growth by dominating the energy drink market with its strong brand and global distribution leveraging shared scale economies and strategic partnerships" @DimitryNakhla on X 2025-06-12 13:42:50 UTC 14.5K followers, 1496 engagements
"Given its consistency $CRM is under-appreciated At $276💵 per share its valuation relative to growth potential makes it a compelling investment" @DimitryNakhla on X 2025-05-27 16:52:46 UTC 14.5K followers, 9581 engagements
"👾 Synospsys $SNPS +17% 💽 Cadence Design $CDNS +13% Occasionally the market dips due to perceived short-term headwinds presenting a golden opportunity that demands swift decisive action This is why its always prudent to have your buy price targets set in advance" @DimitryNakhla on X 2025-07-03 13:40:29 UTC 14.6K followers, 7794 engagements
"1/5 Tractor Supply & Co $TSCO 🐮 EPS CAGR: XXXXX% LTM ROIC: XX% $TSCO has delivered XX years of consistent revenue growth by capitalizing on its niche as the leading rural lifestyle retailer leveraging shared scale economies across its expansive store network strong brand loyalty and operational efficiency to ensure long-term resilience" @DimitryNakhla on X 2025-06-12 13:42:49 UTC 14.5K followers, 1595 engagements
"5. Copart $CPRT 🚘 Current Drawdown: -XX% NTM P/E: 28x PEG: 2.10" @DimitryNakhla on X 2025-07-17 12:31:53 UTC 14.5K followers, 1272 engagements
"@Fred_Abyss Absolutely $MSCI shares several similarities with $V $MA and $SPGI in terms of its strong moat (built on indispensable index and analytics tools with network effects) high predictability from recurring subscription revenues and low capex model that fuels efficient growth" @DimitryNakhla on X 2025-07-18 19:06:04 UTC 14.6K followers, XXX engagements
"10. NVR Inc $NVR 🏢 Share Reduction: -XX% EPS Boost: +23% EPS CAGR: +16%" @DimitryNakhla on X 2025-07-15 16:32:23 UTC 14.6K followers, 2081 engagements
"1. Arthur J Gallagher $AJG 📊 Revenue CAGR: XXX% COGS CAGR: XXX% Revenue / COGS: 1.71x" @DimitryNakhla on X 2025-07-10 12:30:11 UTC 14.5K followers, XXX engagements
"6. Monster Beverage $MNST 🥤 Revenue CAGR: +13% Margin Expansion: XX% ➡ 20%" @DimitryNakhla on X 2025-07-20 15:00:11 UTC 14.6K followers, XXX engagements
"7 Reasons WHY $BKNG (Booking Holdings) Should Be On Your Watchlist 💸 X $BKNG has grown revenue for XX out of the last XX years X $BKNG has increased earnings per share (EPS) for XX out of the last XX years X Strong & consistent ROIC (drop in 2020 due to global restrictions) X Opportunity for growth in operating and net income margins X A fortress balance sheet with $16.33B in cash & $13.36B in long term debt X Aggressive share buybacks (33% decrease in shares outstanding since 2013 leading to a XX% boost in EPS) X $BKNG recently initiated a $XXXXX per share dividend that will likely grow at" @DimitryNakhla on X 2024-08-19 21:44:19 UTC 14.5K followers, 81.3K engagements
"A quality valuation analysis on $MELI 🧘🏽♂ NTM P/E Ratio: 43.76x 2-Year Mean: 49.08x As you can see $MELI appears to be trading near fair value Going forward investors can receive XX% MORE in earnings per share 🧠*** Before we get into valuation lets take a look at why $MELI is a great business BALANCE SHEET✅ Cash & Short-Term Inv: $8.07B Long-Term Debt: $2.80B $MELI has a strong balance sheet a BBB- S&P Credit Rating & 45x FFO Interest Coverage RETURN ON CAPITAL➡✅ 2020: XXX% 2021: XXX% 2022: XXXX% 2023: XXXX% 2024: XXXX% LTM: XXXX% RETURN ON EQUITY➡✅ 2020: (0.1%) 2021: XXX% 2022: 28.7%" @DimitryNakhla on X 2025-07-19 18:19:37 UTC 14.6K followers, 6174 engagements
"Berkshire Hathaway is down -XXXX% from its highsthe largest drawdown in X years $BRK.A $BRK.B appears to be fairly valued at $471💵 & a good buy with a margin of safety at $425💵" @DimitryNakhla on X 2025-07-16 19:54:37 UTC 14.6K followers, 22.4K engagements
"MercadoLibre $MELI in X Charts 📊 X. Both Commerce and Fintech revenues have grown at over XX% CAGR since 2019 X. Revenue by Geography X. Specific Geography Revenue / Total Revenue X. Gross Merchandise Volume (GMV) $MELI trades for a XXXX PEG ratio" @DimitryNakhla on X 2025-07-19 15:53:54 UTC 14.6K followers, 4223 engagements
"As earnings season ramps up next week is packed with scheduled reports 🗓 Lets dive into the earnings expectations valuations & business segments for XX standout quality stocks Food for thought over the weekend🧵" @DimitryNakhla on X 2025-07-18 21:15:00 UTC 14.6K followers, 14.3K engagements
"8. Copart $CPRT 🚘 NTM Feb 2020 P/E: 32.84x NTM Feb 2025 P/E: 34.25x Stock Price: +137%" @DimitryNakhla on X 2025-02-22 14:41:45 UTC 14.5K followers, 1647 engagements
"5/10 Nvidia $NVDA +74% CAGR 🤖 EPS CAGR: +83% Multiple Compression: -30%" @DimitryNakhla on X 2025-06-07 17:23:23 UTC 14.5K followers, 1567 engagements
"GE Aerospace $GE reports Q2 2025 earnings tomorrow morning 🗓 REV est: $9.58B (+5.4% YoY) EPS est: $XXXX (+17.5% YoY) In FY 2024 services revenue accounted for XX% of total revenue💰 Dont overlook $GE its not the same company it was years ago as I detailed in May👇🏽" @DimitryNakhla on X 2025-07-16 21:28:30 UTC 14.5K followers, 8111 engagements
"9/10 S&P Global $SPGI 💰 YTD: +4% NTM P/E: 29x" @DimitryNakhla on X 2025-05-29 20:17:33 UTC 14.5K followers, 2213 engagements
"Less than X months ago I highlighted $SNPS as a good purchase at $457💵 Since then $SNPS has surged +28%✅ Bummer that it bounced back so quickly As I stated: $SNPS will thrive as AI and tech advancements drive chip demand boosting the need for its cutting-edge semiconductor design software that helps create faster smarter chips among other things $SNPS offers a stellar way to tap into the semiconductor boom delivering steady predictable growth and reliable recurring revenue for investors seeking stability in the space You can find the original valuation analysis in the post below👇🏽" @DimitryNakhla on X 2025-07-18 01:30:05 UTC 14.6K followers, 5771 engagements