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# ![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::536792998.png) @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 2009 posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::536792998/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::536792998/c:line/m:interactions.svg)

- X Week XXXXXXX -XXXX%
- X Month XXXXXXX +13%
- X Months XXXXXXXXX +56%
- X Year XXXXXXXXX +107%

### Mentions: XXX [#](/creator/twitter::536792998/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::536792998/c:line/m:posts_active.svg)

- X Week XXX +17%
- X Month XXX +39%
- X Months XXX +73%
- X Year XXXXX +121%

### Followers: XXXXXX [#](/creator/twitter::536792998/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::536792998/c:line/m:followers.svg)

- X Week XXXXXX +0.61%
- X Month XXXXXX +2%
- X Months XXXXXX +19%
- X Year XXXXXX +55%

### CreatorRank: XXXXXXX [#](/creator/twitter::536792998/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::536792998/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::536792998/influence)
---

**Social category influence**
[stocks](/list/stocks)  #5753 [technology brands](/list/technology-brands)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [exchanges](/list/exchanges)  [automotive brands](/list/automotive-brands) 

**Social topic influence**
[eps](/topic/eps) #191, [stocks](/topic/stocks) #1579, [$msci](/topic/$msci) #1, [$fico](/topic/$fico), [$goog](/topic/$goog) #64, [$cprt](/topic/$cprt), [$nvr](/topic/$nvr), [avg](/topic/avg), [msci inc](/topic/msci-inc) #1, [goog](/topic/goog) #64

**Top accounts mentioned or mentioned by**
[@wisedelcapital](/creator/undefined) [@nfrosinha](/creator/undefined) [@stockmktnewz](/creator/undefined) [@thelongaj](/creator/undefined) [@fredabyss](/creator/undefined) [@isaacb12](/creator/undefined) [@longequity](/creator/undefined) [@alexmerax](/creator/undefined) [@invest091](/creator/undefined) [@jomasilva88](/creator/undefined) [@longtermloren](/creator/undefined) [@biopadawan](/creator/undefined) [@dividendtalks](/creator/undefined) [@blueslidemark](/creator/undefined) [@bourbonfps](/creator/undefined) [@m7md7mmad](/creator/undefined) [@qualityinvest5](/creator/undefined) [@dvdnddiplomats](/creator/undefined) [@elarchy124](/creator/undefined) [@joecarlsonshow](/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) [NVR, Inc. (NVR)](/topic/$nvr) [Mastercard, Inc. (MA)](/topic/$ma) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Microsoft Corp. (MSFT)](/topic/$msft) [Synopsys, Inc. (SNPS)](/topic/$snps) [Effect.AI (EFX)](/topic/$efx) [Neurobro (BRO)](/topic/$bro) [Intuit Inc. (INTU)](/topic/$intu) [Metadium (META)](/topic/$meta) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Apple, Inc. (AAPL)](/topic/$aapl) [Novo-Nordisk (NVO)](/topic/$nvo) [S&P Global Inc (SPGI)](/topic/$spgi) [Cream (CRM)](/topic/$crm) [Taiwan Semiconductor (TSM)](/topic/$tsm) [A O Smith Corp (AOS)](/topic/$aos) [Paypex (PAYX)](/topic/$payx) [Paychex, Inc. (PAYX)](/topic/paychex) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Salesforce Inc (CRM)](/topic/salesforce) [IDEXX Laboratories, Inc. (IDXX)](/topic/$idxx) [MercadoLibre Inc (MELI)](/topic/$meli) [Fastenal Company (FAST)](/topic/$fast) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Costco Hot Dog (COST)](/topic/$cost) [Manhattan Associates, Inc. (MANH)](/topic/$manh) [Decentral Games ICE (ICE)](/topic/$ice) [Good Games Guild (GGG)](/topic/$ggg) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [Applied Materials, Inc. (AMAT)](/topic/$amat) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Arthur J. Gallagher & Co. (AJG)](/topic/$ajg) [Moody's Corporation (MCO)](/topic/$mco) [Costco Wholesale Corporation (COST)](/topic/costco) [Adappter Token (ADP)](/topic/$adp) [Texas Instruments (TXN)](/topic/$txn) [Zoetis Inc (ZTS)](/topic/$zts) [Monster Beverage Corp (MNST)](/topic/$mnst) [Fortinet Inc (FTNT)](/topic/$ftnt) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Nasdaq Inc (NDAQ)](/topic/$ndaq) [Netflix Inc (NFLX)](/topic/$nflx) [Medpace Holdings, Inc. Common Stock (MEDP)](/topic/$medp) [Veeva Systems, Inc. (VEEV)](/topic/$veev) [Now Coin (NOW)](/topic/$now) [Airbnb Inc (ABNB)](/topic/$abnb) [Accenture (ACN)](/topic/$acn) [Tractor Supply Co (TSCO)](/topic/$tsco) [Roper Technologies Inc (ROP)](/topic/$rop)
### Top Social Posts [#](/creator/twitter::536792998/posts)
---
Top posts by engagements in the last XX hours

"6. Lam Research $LRCX 💽 Share Reduction: -XX% EPS Boost: +14% EPS CAGR: +17%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945159494360498358) 2025-07-15 16:32:17 UTC 14.6K followers, 1105 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946203914530881551) 2025-07-18 13:42:26 UTC 14.6K followers, 8531 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946317865239314728) 2025-07-18 21:15:14 UTC 14.6K followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946672580766683204) 2025-07-19 20:44:45 UTC 14.6K followers, 6369 engagements


"20 Stocks ROIC XX% & Have More Cash and Equivalents to Long-Term Debt 💵 📈 Nvidia $NVDA 🏢 NVR Inc $NVR 🚗 Copart $CPRT 🤖 Fortinet $FTNT 🔩 Fastenal $FAST 💵 Paychex $PAYX 📐 Graco Inc $GGG 🚿 A O Smith $AOS ☁ Microsoft $MSFT 🖱 Alphabet $GOOG 📲 Taiwan Semi $TSM 🖨 Lam Research $LRCX 💽 ASML Holding $ASML 🎥 Meta Platforms $META 💾 Applied Materials $AMAT ✈ Booking Holdings $BKNG 🏥 Medpace Holdings $MEDP 🫀 Edwards Lifesciences $EW 🚛 Old Dominion Freight $ODFL 🧬 Vertex Pharmaceuticals $VRTX #stocks #investing"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1835651416439894065) 2024-09-16 12:06:17 UTC 14.6K followers, 7037 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946317835912839607) 2025-07-18 21:15:07 UTC 14.6K followers, 1318 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1918671597210120376) 2025-05-03 14:18:50 UTC 14.6K followers, 1452 engagements


"Strategic buyback culture from $INTU making its way over to $PYPL Notice $INTU ramped up buybacks when shares were cheaper Since Alex Chriss took the helm at $PYPL you can see the cultural influence 👌🏽 Before Alex arrived look at $PYPL repurchases in 2021 🫣👎🏽"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1948482613028815047) 2025-07-24 20:37:10 UTC 14.6K followers, 4333 engagements


"9. Amazon $AMZN 📦 Revenue CAGR: +24% Margin Expansion: X% ➡ 9%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946948276319568191) 2025-07-20 15:00:16 UTC 14.6K followers, 1934 engagements


"7. Google $GOOG $GOOGL ☁ Share Reduction: -XX% EPS Boost: +14% EPS CAGR: +28%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945159502388470177) 2025-07-15 16:32:19 UTC 14.6K followers, 1026 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1921202789075636505) 2025-05-10 13:56:53 UTC 14.6K followers, 18.4K engagements


"10/10 Lam Research $LRCX +24% CAGR 🖨 EPS CAGR: +20% Multiple Expansion: +17%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1931401644861800686) 2025-06-07 17:23:30 UTC 14.6K followers, 2890 engagements


"10 Quality Stocks Flying Under The Radar With Market Capitalizations Below $50B 💸 🏢 NVR Inc $NVR 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ 🚛 Old Dominion Freight $ODFL 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ 💼 Brown & Brown $BRO 10-Year Rev CAGR: XXXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ 🚜 Tractor Supply $TSCO 10-Year Rev CAGR: XXXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ ⚗ Graco $GGG 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ 🧐 FactSet Research $FDS 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: 11.1%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1780951722837377241) 2024-04-18 13:29:13 UTC 14.6K followers, 47K engagements


"8. Nasdaq Inc $NDAQ 🏪 2018: $NDAQ +8% vs $SPY -X% 2022: $NDAQ -XX% vs $SPY -18%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1902749096718282851) 2025-03-20 15:48:30 UTC 14.6K followers, XXX engagements


"Netflix $NFLX reports Q2 2025 earnings after the close 🗓 REV est: $11.05B (+15% YoY) EPS est: $XXXX (+45% YoY)"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945938576937497086) 2025-07-17 20:08:05 UTC 14.6K followers, 9159 engagements


"5. Copart $CPRT 🚘 Current Drawdown: -XX% NTM P/E: 28x PEG: 2.10"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823772604240034) 2025-07-17 12:31:53 UTC 14.6K followers, 1333 engagements


"10. NVR Inc $NVR 🏢 Share Reduction: -XX% EPS Boost: +23% EPS CAGR: +16%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945159521468358942) 2025-07-15 16:32:23 UTC 14.6K followers, 2090 engagements


"@oreiteb Yup $GOOG nailed it 🎯 & $FI doesnt pass my rigorous quality standards. While the valuation may appear attractive there are much higher-quality businesses Id rather own for the long-term 👌🏽"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1948177628135063763) 2025-07-24 00:25:16 UTC 14.6K followers, XXX engagements


"10. Novo Nordisk $NVO 🧬 Current Drawdown: -XX% NTM P/E: 16x PEG: 1.45"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823819668541568) 2025-07-17 12:32:04 UTC 14.6K followers, 4263 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946317827524182355) 2025-07-18 21:15:05 UTC 14.6K followers, 1418 engagements


"6/10 Fair Isaac $FICO +33% CAGR 🏦 EPS CAGR: +25% Multiple Expansion: +6%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1931401619549081838) 2025-06-07 17:23:24 UTC 14.6K followers, 1969 engagements


"@Investsmall999 $AJG is solid as well trading slightly above fair value"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946678613794816243) 2025-07-19 21:08:43 UTC 14.6K followers, XXX engagements


"4. Equifax $EFX 💵 Current Drawdown: -XX% NTM P/E: 32x PEG: 1.23"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823764677095914) 2025-07-17 12:31:51 UTC 14.6K followers, 1240 engagements


"8. Constellation Software $CSU 🌠 Revenue CAGR: +23% Margin Expansion: X% ➡ 7%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946948269503885666) 2025-07-20 15:00:14 UTC 14.6K followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946285358460670129) 2025-07-18 19:06:04 UTC 14.6K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1927810011750699468) 2025-05-28 19:31:38 UTC 14.6K followers, 23.2K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1932788955813982457) 2025-06-11 13:16:11 UTC 14.6K followers, 18.6K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1942585772303065200) 2025-07-08 14:05:14 UTC 14.6K followers, 7931 engagements


"5. Fair Isaac $FICO 🏦 Revenue CAGR: XXX% COGS CAGR: XXXX% Revenue / COGS: 12.23x"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943286653457727850) 2025-07-10 12:30:17 UTC 14.6K followers, 1941 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1947292954122436762) 2025-07-21 13:49:53 UTC 14.6K followers, 8486 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1947419587827445833) 2025-07-21 22:13:05 UTC 14.6K followers, 1146 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1787863362807660572) 2024-05-07 15:13:37 UTC 14.6K followers, 12K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1932151811051225353) 2025-06-09 19:04:24 UTC 14.6K followers, 15.9K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1947994482265256087) 2025-07-23 12:17:31 UTC 14.6K followers, 30.1K engagements


": X. Zoetis $ZTS 🐩 X. NVR Inc $NVR 🏠 X. Mastercard $MA 💳 X. Lam Research $LRCX 🖥 X. Veeva Systems $VEEV 👨🏽💻 X. Texas Instruments $TXN 🚗 X. Waters Corporation $WAT 🚾 _______ #stocks #investing :   .        .               .    .        .         ."  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1670775850654998531) 2023-06-19 12:49:38 UTC 14.6K followers, 14.7K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1948046315096867275) 2025-07-23 15:43:29 UTC 14.6K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1944078111769080220) 2025-07-12 16:55:15 UTC 14.6K followers, 28K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1947982631938699535) 2025-07-23 11:30:25 UTC 14.6K followers, 4757 engagements


"2. IDEXX Laboratories $IDXX 🐶 Revenue CAGR: +9% Margin Expansion: XX% ➡ 23%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946948231767707679) 2025-07-20 15:00:05 UTC 14.6K followers, XXX engagements


"9. NVR Inc $NVR 🏢 NTM Feb 2020 P/E: 17.15x NTM Feb 2025 P/E: 14.04x Stock Price: +76%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1893310220882829587) 2025-02-22 14:41:47 UTC 14.6K followers, 2665 engagements


"6. Monster Beverage $MNST 🥤 Revenue CAGR: +13% Margin Expansion: XX% ➡ 20%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946948256916787670) 2025-07-20 15:00:11 UTC 14.6K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946317851293339723) 2025-07-18 21:15:11 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1947675430582161673) 2025-07-22 15:09:43 UTC 14.6K followers, 6799 engagements


"8. Fair Isaac $FICO 🏦 Share Reduction: -XX% EPS Boost: +19% EPS CAGR: +26%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945159508847628521) 2025-07-15 16:32:20 UTC 14.6K followers, 1568 engagements


"10. Salesforce $CRM 🤖 Revenue CAGR: +26% Margin Expansion: X% ➡ 16%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946948282594320843) 2025-07-20 15:00:17 UTC 14.6K followers, 1976 engagements


"A quality valuation analysis on $GOOG 🧘🏽♂ NTM P/E Ratio: 19.32x 10-Year Mean: 23.69x NTM FCF Yield: XXXX% 10-Year Mean: XXXX% As you can see $GOOG appears to be trading below fair value Going forward investors can receive XX% MORE in earnings per share & X% LESS in FCF per share 🧠*** Before we get into valuation lets take a look at why $GOOG is a great business BALANCE SHEET✅ Cash & Short-Term Inv: $95.33B Long-Term Debt: $10.89B $GOOG has a strong balance sheet an AA+ S&P Credit Rating & 467x FFO Interest Coverage RETURN ON CAPITAL✅ 2020: XXXX% 2021: XXXX% 2022: XXXX% 2023: XXXX% 2024:"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943714028498620532) 2025-07-11 16:48:31 UTC 14.6K followers, 18.2K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946317819865395342) 2025-07-18 21:15:03 UTC 14.6K followers, 1194 engagements


"5. Intuit $INTU 📊 Revenue CAGR: +12% Margin Expansion: XX% ➡ 18%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823780359504331) 2025-07-17 12:31:55 UTC 14.6K followers, 1141 engagements


"@praveenkolla @Investsmall999 $AJG is solid I do like $BRO insider ownership 12%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1947086595040956916) 2025-07-21 00:09:54 UTC 14.6K followers, XX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1947411272686821517) 2025-07-21 21:40:03 UTC 14.6K followers, 8491 engagements


"8. Airbnb $ABNB 🏝 Current Drawdown: -XX% NTM P/E: 32x PEG: 1.70"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823802123821409) 2025-07-17 12:32:00 UTC 14.6K followers, 1062 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943304212391113174) 2025-07-10 13:40:03 UTC 14.6K followers, 11.5K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946209348469846446) 2025-07-18 14:04:02 UTC 14.6K followers, 1222 engagements


"5/10 Nvidia $NVDA +74% CAGR 🤖 EPS CAGR: +83% Multiple Compression: -30%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1931401613664522366) 2025-06-07 17:23:23 UTC 14.6K followers, 1568 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1672334626872852481) 2023-06-23 20:03:40 UTC 14.6K followers, 89K engagements


"A quality valuation analysis on $PYPL 🧘🏽♂ NTM P/E Ratio: 14.90x All-Time Mean: 28.63x NTM FCF Yield: XXXX% All-Time Mean: XXXX% As you can see $PYPL appears to be trading below fair value Going forward investors can receive XX% MORE in earnings per share & XX% MORE in FCF per share 🧠*** Before we get into valuation lets take a look at why $PYPL is a good business BALANCE SHEET✅ Cash & Short-Term Inv: $11.21B Long-Term Debt: $11.42B $PYPL has a strong balance sheet an A- S&P Credit Rating & 17x FFO Interest Coverage RETURN ON CAPITAL✅ 2020: XXXX% 2021: XXXX% 2022: XXXX% 2023: XXXX% 2024:"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1948472364632596590) 2025-07-24 19:56:27 UTC 14.6K followers, 8001 engagements


"9. ASML Holding $ASML ☀ Current Drawdown: -XX% NTM P/E: 28x PEG: 1.60"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823811229626397) 2025-07-17 12:32:02 UTC 14.6K followers, 2324 engagements


"10/10 Booking Holdings $BKNG ✈ YTD: +12% NTM P/E: 25x"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1928183959894036803) 2025-05-29 20:17:34 UTC 14.6K followers, 2028 engagements


"AKO Capital 13F as of Q4 2024 💵 Notable adds: $ACN $INTU $CPRT $EFX Notable sales: $ICE $FICO $TMO"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1889691768758612147) 2025-02-12 15:03:21 UTC 14.6K followers, 6766 engagements


"@PureLongTrades Yes I own $MSCI in my portfolio"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1948009335327506462) 2025-07-23 13:16:32 UTC 14.6K followers, 1046 engagements


"5. Tractor Supply $TSCO 🚜 Share Reduction: -XX% EPS Boost: +11% EPS CAGR: +16%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945159488538878115) 2025-07-15 16:32:16 UTC 14.6K followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946599387703968007) 2025-07-19 15:53:54 UTC 14.6K followers, 4345 engagements


"8. Copart $CPRT 🚘 NTM Feb 2020 P/E: 32.84x NTM Feb 2025 P/E: 34.25x Stock Price: +137%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1893310213836374155) 2025-02-22 14:41:45 UTC 14.6K followers, 1649 engagements


"@StockMKTNewz Do you like the addition of $XYZ in $SPY"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946320884173570300) 2025-07-18 21:27:14 UTC 14.5K followers, 2996 engagements


"3. Applied Materials $AMAT 🖨 5-Year Mean P/E: 17.95x LTM P/E: 16.90x LTM ROIC: 32%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1896547412891865256) 2025-03-03 13:05:14 UTC 14.6K followers, 18.4K engagements


"6 Quality Stocks ROIC XX% Annually Last X Years $50B Market Cap Down XX% From Highs 💵 🏦 Fair Isaac $FICO LTM ROIC: XX% Market Cap: $45B % Down: -XX% 🏢 NVR Inc $NVR LTM ROIC: XX% Market Cap: $27B % Down: -XX% 🚿 A O Smith $AOS LTM ROIC: XX% Market Cap: $9B % Down: -XX% 🐕 IDEXX Labs $IDXX LTM ROIC: XX% Market Cap: $38B % Down: -XX% 📊 Manhattan Associates $MANH LTM ROIC: XX% Market Cap: $12B % Down: -XX% 🏊🏼♂ Pool Corp $POOL LTM ROIC: XX% Market Cap: $13B % Down: -43%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1888941613625274690) 2025-02-10 13:22:30 UTC 14.6K followers, 10.2K engagements


"$FICO is now down -XX% from its highs 📉 Not uncommon when a stock trades for 80x"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945180671565078995) 2025-07-15 17:56:26 UTC 14.6K followers, 13.2K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1914771401602375970) 2025-04-22 20:00:51 UTC 14.6K followers, 12.9K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946317806405931102) 2025-07-18 21:15:00 UTC 14.6K followers, 14.4K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946317858041999736) 2025-07-18 21:15:12 UTC 14.6K followers, 1001 engagements


"3. MSCI Inc $MSCI 🌐 Share Reduction: -X% EPS Boost: +9% EPS CAGR: +16%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945159475851108482) 2025-07-15 16:32:13 UTC 14.6K followers, 1135 engagements


"4. Visa $V 💳 Revenue CAGR: XXX% COGS CAGR: XXX% Revenue / COGS: 6.20x"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943286646528421942) 2025-07-10 12:30:15 UTC 14.6K followers, 2545 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1936108686541537319) 2025-06-20 17:07:36 UTC 14.6K followers, 16.3K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1940767603406020964) 2025-07-03 13:40:29 UTC 14.6K followers, 7802 engagements


"7. Roper Technologies $ROP 🔖 2018: $ROP +3% vs $SPY -X% 2022: $ROP -XX% vs $SPY -18%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1902749089910911040) 2025-03-20 15:48:29 UTC 14.6K followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943058876573573335) 2025-07-09 21:25:11 UTC 14.6K followers, 1460 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946317811770380664) 2025-07-18 21:15:01 UTC 14.6K followers, 1132 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1812481832182764030) 2024-07-14 13:38:37 UTC 14.6K followers, 25.1K engagements


"$AVGO subscription & services revenue is on an absolute tear growing from $4.5B in FY19 to a staggering $21.2B in FY24 that's XXX% total growth an impressive XXXX% CAGR 💵 Meanwhile products revenue grew steadily at XXXX% total (10.9% CAGR) but the real magic is in that recurring software stream turbocharged by the VMware acquisition As AI demand surges this high-margin fortress is set to maintain attractive growth prospects"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945144638936920277) 2025-07-15 15:33:15 UTC 14.6K followers, 4156 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1880276820408295783) 2025-01-17 15:31:42 UTC 14.6K followers, 44.6K engagements


"4. Brown & Brown $BRO 💼 Revenue CAGR: +11% Margin Expansion: XX% ➡ 21%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946948243641729369) 2025-07-20 15:00:08 UTC 14.6K followers, 1021 engagements


"1. Costco $COST 🛒 Revenue CAGR: +9% Margin Expansion: X% ➡ 3%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946948225354637351) 2025-07-20 15:00:04 UTC 14.6K followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1942935724338082004) 2025-07-09 13:15:49 UTC 14.6K followers, 6671 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1947022589097902387) 2025-07-20 19:55:33 UTC 14.6K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1680576721412653057) 2023-07-16 13:54:48 UTC 14.6K followers, 44.8K engagements


"9. Apple $AAPL 📱 Share Reduction: -XX% EPS Boost: +19% EPS CAGR: +15%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945159515558584367) 2025-07-15 16:32:22 UTC 14.6K followers, 2192 engagements


"7. Fair Isaac $FICO 🏦 Current Drawdown: -XX% NTM P/E: 46x PEG: 2.00"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823793974312989) 2025-07-17 12:31:58 UTC 14.6K followers, 1193 engagements


"@Fred_Abyss Absolutely it certainly deserves the premium"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946247201555882216) 2025-07-18 16:34:27 UTC 14.6K followers, XXX engagements


"3. Synopsys $SNPS 👾 Revenue CAGR: +11% Margin Expansion: XX% ➡ 23%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946948238038229413) 2025-07-20 15:00:07 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946317844855058540) 2025-07-18 21:15:09 UTC 14.6K followers, 1284 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946636056968708578) 2025-07-19 18:19:37 UTC 14.6K followers, 6335 engagements


"Google $GOOG Q2 2025 Report Estimates 🗓 REV: $93.96B (+10.8% YoY) EPS: $XXXX (+14.3% YoY) Q2 2024 Segments & KPIs 👇🏽 (FiscalAI)"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1948034446927741180) 2025-07-23 14:56:19 UTC 14.6K followers, 12.4K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1912165461137187202) 2025-04-15 15:25:46 UTC 14.6K followers, 40.4K engagements


"2. Visa $V 💳 Share Reduction: -X% EPS Boost: +8% EPS CAGR: +13%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945159469589012728) 2025-07-15 16:32:11 UTC 14.6K followers, 1083 engagements


"4. Mastercard $MA 💸 Share Reduction: -XX% EPS Boost: +11% EPS CAGR: +12%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945159482192896329) 2025-07-15 16:32:14 UTC 14.6K followers, 1008 engagements


"15 Quality Linear Compounders Normalized EPS 2008 - 2023 LTM ROIC🧵 #stocks #investing"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1792932135059308590) 2024-05-21 14:55:06 UTC 14.6K followers, 68.2K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946317873141407799) 2025-07-18 21:15:16 UTC 14.6K followers, 1540 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945179085396664358) 2025-07-15 17:50:08 UTC 14.6K followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1934601836771660036) 2025-06-16 13:19:55 UTC 14.6K followers, 14.8K engagements


"1. Arthur J Gallagher $AJG 📊 Revenue CAGR: XXX% COGS CAGR: XXX% Revenue / COGS: 1.71x"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943286628459466940) 2025-07-10 12:30:11 UTC 14.6K followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946019611998114224) 2025-07-18 01:30:05 UTC 14.6K followers, 5828 engagements


"$MANH Manhattan Associates has been increasing its predictability 📊 Take a look at the companys cloud subscription revenue as a percentage of total revenue👇🏽"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1889713000426180881) 2025-02-12 16:27:43 UTC 14.6K followers, 5900 engagements


"7. S&P Global $SPGI 💵 10-Year Return: +402% 10-Year CAGR: +17% $10K ➡ $55K $SPGI experienced X -XX% drawdowns"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1938206074265321678) 2025-06-26 12:01:52 UTC 14.6K followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1913195342650048912) 2025-04-18 11:38:09 UTC 14.6K followers, 16.4K engagements


"Google $GOOG $GOOGL Q2 2025 Report 🗓 ✅ REV: $96.43B (+13.8% YoY) ✅ EPS: $XXXX (+22.2% YoY) ☁ GOOGLE CLOUD +32% YoY"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1948114239727526352) 2025-07-23 20:13:23 UTC 14.6K followers, 10.8K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943343095740829857) 2025-07-10 16:14:34 UTC 14.6K followers, 14.1K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1904869246158446618) 2025-03-26 12:13:13 UTC 14.6K followers, 18.2K engagements


"7. Google $GOOG $GOOGL 🖱 Revenue CAGR: +20% Margin Expansion: XX% ➡ 28%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946948263342461147) 2025-07-20 15:00:13 UTC 14.6K followers, 1107 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946948218211774596) 2025-07-20 15:00:02 UTC 14.6K followers, 5321 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823731227463797) 2025-07-17 12:31:43 UTC 14.6K followers, 6955 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943286622016934243) 2025-07-10 12:30:09 UTC 14.6K followers, 7334 engagements


"9/10 Apple $AAPL +20% CAGR 📱 EPS CAGR: +17% Multiple Expansion: +11%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1931401638410953139) 2025-06-07 17:23:28 UTC 14.6K followers, 2952 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1926676539715846357) 2025-05-25 16:27:37 UTC 14.6K followers, 16.2K engagements


"Netflix $NFLX reports Q2 2025 earnings after the close 🗓 REV est: $11.05B (+15% YoY) EPS est: $XXXX (+49% YoY)"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945928877236207793) 2025-07-17 19:29:32 UTC 14.6K followers, 2013 engagements


"1. Google $GOOG $GOOGL ☁ Current Drawdown: -XX% NTM P/E: 20x PEG: 1.65x"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823738965925950) 2025-07-17 12:31:45 UTC 14.6K followers, 1642 engagements


"4. Manhattan Associates $MANH ☁ 5-Year Mean P/E: 63.21x LTM P/E: 38.79x LTM ROIC: 75%"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1896547419174891636) 2025-03-03 13:05:15 UTC 14.6K followers, 17.4K engagements


"Booking Holdings $BKNG Q1 2025 Report 🗓 ✅ Rev: $4.76B vs $4.58B (est) +8% YoY ✅ EPS: $XXXXX vs $XXXXX (est) +22% YoY"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1917312414216773759) 2025-04-29 20:17:56 UTC 14.6K followers, 10.3K engagements


"2. Paychex $PAYX 💵 Revenue CAGR: XXX% COGS CAGR: XXX% Revenue / COGS: 1.73x"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943286634687910215) 2025-07-10 12:30:12 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945515349169885696) 2025-07-16 16:06:19 UTC 14.6K followers, XXX engagements


"3. Brown & Brown $BRO 💼 Current Drawdown: -XX% NTM P/E: 24x PEG: 2.00"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823757563465919) 2025-07-17 12:31:50 UTC 14.6K followers, 1355 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1947452208427204961) 2025-07-22 00:22:43 UTC 14.6K followers, 8879 engagements


"9/10 S&P Global $SPGI 💰 YTD: +4% NTM P/E: 29x"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1928183954114314490) 2025-05-29 20:17:33 UTC 14.6K followers, 2219 engagements


"@PrinceOfGoodT @QualityInvest5 Great question I would say $SPGI $ICE $MELI (worthy mentions include $MA $MSFT)"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1943268982351401421) 2025-07-10 11:20:04 UTC 14.6K followers, XXX engagements


"2. MSCI Inc $MSCI 🌐 Current Drawdown: -XX% NTM P/E: 32x PEG: 2.88"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945823749866955095) 2025-07-17 12:31:48 UTC 14.6K followers, 1983 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1940064267857707119) 2025-07-01 15:05:40 UTC 14.6K followers, 10.4K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1765755894074118465) 2024-03-07 15:06:25 UTC 14.6K followers, 17.4K engagements


"8. Fair Isaac $FICO 🏦 10-Year Return: +2031% 10-Year CAGR: +36% $10K ➡ $205K $FICO experienced X -XX% drawdowns"  
![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1938206081173319992) 2025-06-26 12:01:54 UTC 14.6K followers, 3189 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1900151388107166065) 2025-03-13 11:46:08 UTC 14.6K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1946317868016062477) 2025-07-18 21:15:15 UTC 14.6K followers, 3262 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::536792998.png) [@DimitryNakhla](/creator/x/DimitryNakhla) on [X](/post/tweet/1945572800363733205) 2025-07-16 19:54:37 UTC 14.6K followers, 22.5K engagements