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# ![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::536792998.png) @DimitryNakhla Dimitry Nakhla | Babylon Capitalยฎ

Dimitry Nakhla | Babylon Capitalยฎ 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 ๐Ÿ’ฝ 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 ๐ŸŒ Over XX% of revenues are recurring๐Ÿ’ฐ ___ 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) ๐Ÿ—“ REV Est: $22.61B (-11.3%) ๐Ÿ—“ EPS Est: $XXXX (-28.8%) ๐Ÿ’ต NTM P/E: 165x 95x avg ๐Ÿ’ต 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 ๐Ÿ’ต ๐Ÿ“ˆ Nvidia $NVDA ๐Ÿข NVR Inc $NVR ๐Ÿš— Copart $CPRT ๐Ÿค– Fortinet $FTNT ๐Ÿ”ฉ Fastenal $FAST ๐Ÿ’ต Paychex $PAYX ๐Ÿ“ Graco Inc $GGG ๐Ÿšฟ A O Smith $AOS โ˜ Microsoft $MSFT ๐Ÿ–ฑ Alphabet $GOOG ๐Ÿ“ฒ Taiwan Semi $TSM ๐Ÿ–จ Lam Research $LRCX ๐Ÿ’ฝ ASML Holding $ASML ๐ŸŽฅ Meta Platforms $META ๐Ÿ’พ Applied Materials $AMAT โœˆ Booking Holdings $BKNG ๐Ÿฅ Medpace Holdings $MEDP ๐Ÿซ€ Edwards Lifesciences $EW ๐Ÿš› Old Dominion Freight $ODFL ๐Ÿงฌ 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) ๐Ÿ—“ REV Est: $5.84B (+1.7%) ๐Ÿ—“ EPS Est: $XXXX (-4.6%) ๐Ÿ’ต NTM P/E: 25x 26x avg ๐Ÿ’ต 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 ๐ŸŒ 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 ๐Ÿ‘Œ๐Ÿฝ Before Alex arrived look at $PYPL repurchases in 2021 ๐Ÿซฃ๐Ÿ‘Ž๐Ÿฝ"  
![@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 ๐Ÿ“ฆ Revenue CAGR: +24% Margin Expansion: X% โžก 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 โ˜ 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 ๐Ÿ’ต ๐Ÿ’ณ Visa $V XX% XX% ๐Ÿ“ธ Meta $META XX% XX% ๐Ÿ“ฑ Apple $AAPL XX% XX% โ˜€ ASML $ASML XX% XX% ๐Ÿš˜ Copart $CPRT XX% XX% ๐Ÿข NVR Inc $NVR XX% XX% ๐Ÿ–ฑ Google $GOOG XX% XX% ๐ŸŒ MSCI Inc $MSCI XX% XX% ๐Ÿ’ธ Mastercard $MA XX% XX% ๐Ÿฆ Fair Isaac $FICO XX% XX% ๐Ÿ’พ Microsoft $MSFT XX% XX% ๐Ÿ’ฝ Taiwan Semi $TSM XX% XX% ๐Ÿงฌ Novo Nordisk $NVO XX% XX% ๐Ÿ’ฐAutomatic Data $ADP XX% XX% ๐Ÿ–จ 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 ๐Ÿ–จ 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 ๐Ÿ’ธ ๐Ÿข NVR Inc $NVR 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ ๐Ÿš› Old Dominion Freight $ODFL 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ ๐Ÿ’ผ Brown & Brown $BRO 10-Year Rev CAGR: XXXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ ๐Ÿšœ Tractor Supply $TSCO 10-Year Rev CAGR: XXXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ โš— Graco $GGG 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ ๐Ÿง 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 ๐Ÿช 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 ๐Ÿ—“ 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 ๐Ÿš˜ 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 ๐Ÿข 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 ๐ŸŽฏ & $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 ๐Ÿ‘Œ๐Ÿฝ"  
![@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 ๐Ÿงฌ 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) ๐Ÿ—“ REV Est: $1.51B (+5.6%) ๐Ÿ—“ EPS Est: $XXXX (+5.5%) ๐Ÿ’ต NTM P/E: 33x 29x avg ๐Ÿ’ต 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 ๐Ÿฆ 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 ๐Ÿ’ต 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 ๐ŸŒ  Revenue CAGR: +23% Margin Expansion: X% โžก 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 ๐Ÿ‘‘ XX Quality Stocks That Reduced Share Count XX% last XX Years ๐Ÿ’ต ๐ŸงMoodys $MCO 2014 shares: 214.70M 2024 shares: 182.70M % reduction: XX% EPS boost: XX% ๐Ÿงฌ Novo Nordisk $NVO 2014 shares: 5.26B 2024 shares: 4.46B % reduction: XX% EPS boost: XX% ๐Ÿ’ณVisa $V 2014 shares: 2.52B 2024 shares: 2.02B % reduction: XX% EPS boost: XX% ๐Ÿ–จ Lam Research $LRCX 2014 shares: 1.65B 2024 shares: 1.31B % reduction: XX% EPS boost: XX% ๐Ÿ’ธMastercard $MA 2014 shares: 1.17B 2024 shares: 0.93B % reduction: XX% EPS boost: XX% ๐ŸขNVR 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 ๐Ÿ’ต ๐Ÿค– $NVDA XX% 35x ๐Ÿ—‚ $INTU XX% 33x ๐Ÿ–ฑ $GOOG XX% 26x ๐Ÿ’ณ $MA XX% 36x ๐Ÿฆ $FICO XX% 55x โ˜ $MSFT XX% 49x ๐Ÿ’ธ $EFX XX% 34x โ˜€ $ASML XX% 33x ๐Ÿ‘พ $SNPS XX% 40x ๐Ÿ“ฆ $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 ๐Ÿฆ 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 Revenueโ˜ 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 ๐Ÿ’ต ๐Ÿ–ฅ CDW Corp $CDW 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐Ÿ—ณ Broadridge Financial $BR 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐Ÿฆ Fair Isaac Corp $FICO 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐Ÿšพ Agilent Technologies $A 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐Ÿข NVR Inc $NVR 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐Ÿšฟ A O Smith $AOS 5-Year EPS CAGR: XXX% LTM ROIC: XXXX% ๐Ÿ“ˆ FactSet Research $FDS 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐Ÿชซ Amphenol $APH 5-Year EPS CAGR: XXX% LTM ROIC: XXXX% ๐Ÿฅ Medpace $MEDP 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐ŸŠ๐Ÿผโ™‚ 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 Ratings๐Ÿ’ต AAA Microsoft $MSFT โ˜ AA+ Apple $AAPL ๐Ÿ“ฑ Google $GOOG ๐Ÿ–ฑ AA Costco $COST ๐Ÿ›’ Amazon $AMZN ๐Ÿ“ฆ Novo Nordisk $NVO ๐Ÿงฌ AA- Visa $V ๐Ÿ’ธ Meta $META ๐Ÿ“ธ Nvidia $NVDA ๐Ÿค– Taiwan Semi $TSM ๐Ÿ’ฝ Automatic Data $ADP ๐Ÿ’ฐ A+ Mastercard $MA ๐Ÿ’ณ Salesforce $CRM ๐Ÿ“Š A Applied Materials $AMAT ๐Ÿ’ฟ A- Intuit $INTU ๐Ÿ—‚ Lam Research $LRCX ๐Ÿ–จ Booking Holdings $BKNG โœˆ Intercontinental Exchange $ICE ๐Ÿฆ"  
![@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 ๐ŸŒ 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 ๐Ÿ’ต"  
![@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 ๐Ÿฉ X. NVR Inc $NVR ๐Ÿ  X. Mastercard $MA ๐Ÿ’ณ X. Lam Research $LRCX ๐Ÿ–ฅ X. Veeva Systems $VEEV ๐Ÿ‘จ๐Ÿฝ๐Ÿ’ป X. Texas Instruments $TXN ๐Ÿš— X. Waters Corporation $WAT ๐Ÿšพ _______ #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 ๐Ÿ‘Œ๐Ÿฝ)"  
![@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 ๐Ÿค– 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 know๐Ÿ‘‡๐Ÿฝ X. INTRO ๐Ÿ“ 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 ๐Ÿ—“ โœ… REV: $1.89B (+4.3% YoY) โœ… 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 ๐Ÿถ Revenue CAGR: +9% Margin Expansion: XX% โžก 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 ๐Ÿข 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 ๐Ÿฅค Revenue CAGR: +13% Margin Expansion: XX% โžก 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) ๐Ÿ—“ REV Est: $1.83B (+0.5%) ๐Ÿ—“ EPS Est: $XXXX (+1.5%) ๐Ÿ’ต NTM P/E: 33x 35x avg ๐Ÿ’ต 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 ๐Ÿ—“ โœ… REV: $772.68M (+9.1% YoY) โœ… EPS: $XXXX (+14.5% YoY) ___ Equifax $EFX Q2 2025 Report ๐Ÿ—“ โœ… REV: $1.54B (+7.7% YoY) โœ… 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 ๐Ÿฆ 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 ๐Ÿค– Revenue CAGR: +26% Margin Expansion: X% โžก 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 ๐Ÿง˜๐Ÿฝโ™‚ 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 ๐Ÿง *** Before we get into valuation lets take a look at why $GOOG is a great business BALANCE SHEETโœ… 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 CAPITALโœ… 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) ๐Ÿ—“ REV Est: $767.15M (+8.3%) ๐Ÿ—“ EPS Est: $XXXX (+13.1%) ๐Ÿ’ต NTM P/E: 33x 36x avg ๐Ÿ’ต 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 ๐Ÿ“Š Revenue CAGR: +12% Margin Expansion: XX% โžก 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 ๐Ÿ“Š 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 $326๐Ÿ’ต & a great buy at $290๐Ÿ’ต Following its stellar Q2 2025 earnings beat $MEDP shares surged +41% and +58% respectively since my analysis โœ… The valuation analysis attached below๐Ÿ‘‡๐Ÿฝ"  
![@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 ๐Ÿ 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 ๐Ÿ‘Œ๐Ÿฝ"  
![@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 ๐Ÿค– 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


": โœ… X. Dominos Pizza $DPZ ๐Ÿ• _______ : โœ… X. Texas Instruments $TXN ๐Ÿงฎ _______ : โœ… X. NVR Inc $NVR ๐Ÿ  _______ : โœ… X. VeriSign $VRSN _______ : โœ… X. Home Depot $HD ๐Ÿ”จ _______ : โœ… X. Zoetis $ZTS ๐Ÿฉ X. Graco Inc $GGG ๐Ÿ“ X. Mastercard $MA ๐Ÿ’ณ X. Philip Morris $PM ๐Ÿšฌ XX. Lam Research $LRCX ๐Ÿ–ฅ XX. Veeva Systems $VEEV ๐Ÿ‘จ๐Ÿฝ๐Ÿ’ป XX. Colgate-Palmolive $CL ๐Ÿงด XX. Waters Corporation $WAT ๐Ÿšพ _______ : โœ… XX. Hershey $HSY ๐Ÿซ XX. Amgen $AMGN ๐Ÿงฌ XX. MSCI Inc $MSCI ๐Ÿช XX. KLA Corp $KLAC ๐Ÿ’ป XX. Microsoft $MSFT XX. Alphabet $GOOG ๐Ÿ‘จ๐Ÿฝ๐Ÿ’ป XX. Yum Brands $YUM ๐ŸŒฎ XX. Factset Research $FDS ๐Ÿ“ˆ 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 ๐Ÿง˜๐Ÿฝโ™‚ 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 ๐Ÿง *** Before we get into valuation lets take a look at why $PYPL is a good business BALANCE SHEETโœ… 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 CAPITALโœ… 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 โ˜€ 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 โœˆ 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 ๐Ÿ’ต 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 ๐Ÿšœ 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 ๐Ÿ“Š 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 ๐Ÿš˜ 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 ๐Ÿ–จ 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 ๐Ÿ’ต ๐Ÿฆ Fair Isaac $FICO LTM ROIC: XX% Market Cap: $45B % Down: -XX% ๐Ÿข NVR Inc $NVR LTM ROIC: XX% Market Cap: $27B % Down: -XX% ๐Ÿšฟ A O Smith $AOS LTM ROIC: XX% Market Cap: $9B % Down: -XX% ๐Ÿ• IDEXX Labs $IDXX LTM ROIC: XX% Market Cap: $38B % Down: -XX% ๐Ÿ“Š Manhattan Associates $MANH LTM ROIC: XX% Market Cap: $12B % Down: -XX% ๐ŸŠ๐Ÿผโ™‚ 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 ๐Ÿ“‰ 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 Report๐ŸŽฏ Rev: $745M vs $744M estโœ… +10% YoY EPS: $XXXX vs $XXXX est โœ… +14% YoY ___ One of the stickiest businesses in the ๐ŸŒŽ"  
![@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 ๐Ÿ—“ Lets dive into the earnings expectations valuations & business segments for XX standout quality stocks Food for thought over the weekend๐Ÿงต"  
![@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) ๐Ÿ—“ REV Est: $XXXXX (+3.8%) ๐Ÿ—“ EPS Est: $XXXX (+13.7%) ๐Ÿ’ต NTM P/E: 20x 24x avg ๐Ÿ’ต 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 ๐ŸŒ 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 ๐Ÿ’ณ 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 Today๐Ÿ’ต* ๐Ÿ’ธ Visa $V XX% CAGR ๐Ÿ’ณ Mastercard $MA XX% CAGR ๐ŸŒ MSCI Inc $MSCI XX% CAGR ๐Ÿ‘พ Synopsys $SNPS XX% CAGR ๐Ÿ–ฑ Google $GOOG XX% CAGR โ˜€ ASML $ASML XX% CAGR ๐Ÿ“Š Salesforce $CRM XX% CAGR ๐Ÿš˜ Copart $CPRT XX% CAGR ๐Ÿค– Nvidia $NVDA XX% CAGR ๐Ÿค 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


"๐Ÿ‘พ Synospsys $SNPS +17% ๐Ÿ’ฝ 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 ๐Ÿ”– 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) ๐Ÿ—“ REV Est: $1.93B (+12.2%) ๐Ÿ—“ EPS Est: $XXXX (+7.8%) ๐Ÿ’ต NTM P/E: 27x 29x avg ๐Ÿ’ต 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 ๐Ÿ’ธ ๐Ÿ’ณ Visa $V ๐ŸŽ Apple $AAPL ๐Ÿข NVR Inc $NVR ๐Ÿš— Copart $CPRT ๐Ÿค– Fortinet $FTNT ๐Ÿ”ฉ Fastenal $FAST ๐Ÿ’ต Paychex $PAYX ๐Ÿ“ Graco Inc $GGG ๐Ÿ“ˆ MSCI Inc $MSCI ๐Ÿšฟ A O Smith $AOS ๐Ÿ’ต Mastercard $MA โ˜ Microsoft $MSFT ๐Ÿ“ฒ Taiwan Semi $TSM โš™ W W Grainger $GWW ๐Ÿ’ฐAutomatic Data $ADP ๐Ÿ–จ Lam Research $LRCX ๐ŸŽฅ Meta Platforms $META ๐Ÿถ Idexx Laboratories $IDXX ๐Ÿซ€ Edwards Lifesciences $EW ๐Ÿš› 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 ๐Ÿ’ต 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) ๐Ÿ’ธ ๐Ÿ’ณ Visa $V (30%) ๐Ÿš˜ Copart $CPRT (24%) ๐Ÿข NVR Inc $NVR (39%) ๐Ÿฆ Fair Isaac $FICO (44%) ๐Ÿ’ต Mastercard $MA (52%) ๐Ÿ“  KLA Corp $KLAC (35%) โ˜ Microsoft $MSFT (30%) ๐Ÿค– Taiwan Semi $TSM (25%) ๐Ÿงฌ Novo Nordisk $NVO (67%) ๐Ÿ–จ Lam Research $LRCX (36%) ๐Ÿงพ Automatic Data $ADP (50%) โ˜€ ASML Holding $ASML (40%) ๐Ÿ“ธ Meta Platforms $META (27%) ๐Ÿ’ฟ Applied Materials $AMAT (35%) ๐Ÿš› 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 ๐Ÿ’ผ Revenue CAGR: +11% Margin Expansion: XX% โžก 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 ๐Ÿ›’ Revenue CAGR: +9% Margin Expansion: X% โžก 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 ๐Ÿ’ธ $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 โ™พ $ABNB $11.5B $X โ™พ"  
![@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 ๐Ÿ’ต ๐ŸฉZoetis $ZTS ๐Ÿ“ธMeta $META ๐Ÿ–ŒAdobe $ADBE ๐ŸขNVR Inc $NVR ๐Ÿš˜Copart $CPRT ๐ŸซฆInmode $INMD ๐Ÿ’ฐPaycom $PAYC ๐Ÿ”ฉFastenal $FAST ๐Ÿ’ธPaychex $PAYX ๐ŸชฒRollins Inc $ROL ๐ŸšฟA O Smith $AOS ๐Ÿ’ณMastercard $MA ๐Ÿ’ผAccenture $ACN ๐Ÿ“ฒLam Research $LRCX ๐ŸงฎTexas Instruments $TXN ๐ŸงฐThe Toro Company $TTC ๐ŸฅคMonster Beverage $MNST ๐ŸฎIDEXX Laboratories $IDXX ๐Ÿš›Old Dominion Freight $ODFL ๐Ÿ‘จ๐Ÿฝ๐Ÿ’ปAutomatic 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 ๐Ÿ“ฑ 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 ๐Ÿฆ 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 ๐Ÿ‘พ Revenue CAGR: +11% Margin Expansion: XX% โžก 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) ๐Ÿ—“ REV Est: $2.35B (+16.9%) ๐Ÿ—“ EPS Est: $XXXX (-0.5%) ๐Ÿ’ต NTM P/E: 64x 58x avg ๐Ÿ’ต 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 ๐Ÿง˜๐Ÿฝโ™‚ 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 ๐Ÿง *** Before we get into valuation lets take a look at why $MELI is a great business BALANCE SHEETโœ… 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 CAPITALโžกโœ… 2020: XXX% 2021: XXX% 2022: XXXX% 2023: XXXX% 2024: XXXX% LTM: XXXX% RETURN ON EQUITYโžกโœ… 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 ๐Ÿ—“ REV: $93.96B (+10.8% YoY) EPS: $XXXX (+14.3% YoY) Q2 2024 Segments & KPIs ๐Ÿ‘‡๐Ÿฝ (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 ๐Ÿ’ต X. MercadoLibre $MELI NTM P/E 43x ๐Ÿค X. MSCI Inc $MSCI NTM P/E 32x ๐ŸŒ X. Mastercard $MA NTM P/E 32x ๐Ÿ’ณ X. Amazon $AMZN NTM P/E 29x ๐Ÿ“ฆ X. S&P Global $SPGI NTM P/E 27x ๐Ÿ“ˆ X. Synopsys $SNPS NTM P/E 27x ๐Ÿ‘พ X. ASML Holding $ASML NTM P/E 25x โ˜€ X. Google $GOOG NTM P/E 18x โ˜ X. Lam Research $LRCX NTM P/E 18x ๐Ÿ–จ XX. Novo Nordisk $NVO NTM P/E 17x ๐Ÿงฌ"  
![@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 ๐Ÿ’ณ 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 ๐Ÿ’ธ 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 ROIC๐Ÿงต #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) ๐Ÿ—“ REV Est: $1.27B (+9.5%) ๐Ÿ—“ EPS Est: $XXXX (+15.9%) ๐Ÿ’ต NTM P/E: 27x 23x avg ๐Ÿ’ต 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 ๐Ÿ’ต X ASML Holding $ASML โ˜€ 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 ๐ŸŒ 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 ๐Ÿ“Š 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 ๐Ÿš˜ 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 ๐Ÿ“Š 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 $457๐Ÿ’ต Since then $SNPS has surged +28%โœ… 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 below๐Ÿ‘‡๐Ÿฝ"  
![@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 ๐Ÿ“Š Take a look at the companys cloud subscription revenue as a percentage of total revenue๐Ÿ‘‡๐Ÿฝ"  
![@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 ๐Ÿ’ต 10-Year Return: +402% 10-Year CAGR: +17% $10K โžก $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 ๐Ÿ’ฐ Equifax $EFX X% ๐ŸŽจ Sherwin Williams $SHW X% ๐Ÿ›’ Costco $COST X% ๐Ÿถ Idexx Labs $IDXX X% ๐Ÿ“ˆ FactSet Research $FDS X% ๐Ÿ”ฉ Fastenal $FAST XX% ๐Ÿ‘พ Synopsys $SNPS XX% ๐Ÿ’ผ Brown & Brown $BRO XX% ๐Ÿšœ Tractor Supply $TSCO XX% ๐Ÿ’พ Cadence Design $CDNS XX% ๐Ÿฅค Monster Becerage $MNST XX% ๐Ÿฆ Intercontinental Exchange $ICE XX% ๐ŸŽฅ Netflix $NFLX XX% ๐Ÿ“ฆ Amazon $AMZN XX% ๐Ÿค 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 ๐Ÿ—“ โœ… REV: $96.43B (+13.8% YoY) โœ… EPS: $XXXX (+22.2% YoY) โ˜ 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 XI๐ŸŸ 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 year๐Ÿ˜‰"  
![@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 ๐Ÿ“ˆ X. Fair Isaac $FICO ๐Ÿ’ฐ (+8.08% CAGR) X. Equifax $EFX ๐Ÿ’ธ (+8.83)% CAGR X. IDEXX Labs $IDXX ๐Ÿถ (+10.12% CAGR) X. S&P Global $SPGI ๐Ÿ’ต (+10.89% CAGR) X. MSCI Inc $MSCI ๐ŸŒ (+11.10% CAGR) X. Cadence Design $CDNS ๐Ÿ’พ (+11.37% CAGR) X. Synopsys $SNPS ๐Ÿ‘พ (+11.53% CAGR) X Intercontinental Exchange $ICE ๐Ÿฆ (+11.61% CAGR) X. Amazon $AMZN ๐Ÿ“ฆ (+21.77% CAGR) XX. Medpace $MEDP ๐Ÿฅ (+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 ๐Ÿ–ฑ Revenue CAGR: +20% Margin Expansion: XX% โžก 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 Expansion๐Ÿ’ต These resilient businesses embody the essence of long-term investing offering peace of mind by demonstrating their ability to thrive through economic cycles๐Ÿง˜๐Ÿฝโ™‚"  
![@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 ๐Ÿงต"  
![@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 years๐Ÿงต"  
![@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 ๐Ÿ“ฑ 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 ๐Ÿš˜"  
![@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 ๐Ÿ—“ 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 โ˜ 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 โ˜ 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 ๐Ÿ—“ โœ… Rev: $4.76B vs $4.58B (est) +8% YoY โœ… 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 ๐Ÿ’ต 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 ๐Ÿ‘Œ๐Ÿฝ"  
![@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 ๐Ÿ’ผ 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 ๐Ÿ’ฐ 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 ๐ŸŒ 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% โ˜ X. Copart $CPRT +19% ๐Ÿš˜ X. MSCI Inc $MSCI +19% ๐ŸŒ X. Intuit $INTU +20% ๐Ÿ—‚ X. Cadence Design $CDNS +22% ๐Ÿ’พ X. Synopsys $SNPS +24% ๐Ÿ‘พ X. Veeva Systems $VEEV +25% ๐Ÿ–ฅ X. Fair Isaac $FICO +26% ๐Ÿฆ"  
![@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 ๐Ÿ’ธ Mistake # X & Best # X are my favorites You will benefit from reading this these are things I wish I knew early on ๐Ÿ’ฏ Here are X of my biggest MISTAKES ๐Ÿ‘Ž๐Ÿฝ: 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 ๐Ÿฆ 10-Year Return: +2031% 10-Year CAGR: +36% $10K โžก $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 ๐Ÿ’ธ ๐Ÿ’ณ Visa $V XX% ๐Ÿ“ฑ Apple $AAPL XX% ๐Ÿš˜ Copart $CPRT XX% ๐Ÿงพ Paychex $PAYX XX% ๐ŸŒ MSCI Inc $MSCI XX% ๐Ÿฆ Fair Isaac $FICO XX% ๐Ÿ’ต Mastercard $MA XX% โ˜ Microsoft $MSFT XX% ๐Ÿ’จ Philip Morris $PM XX% ๐Ÿงฌ Novo Nordisk $NVO XX% ๐Ÿ–จ Lam Research $LRCX XX% โ˜€ ASML Holding $ASML XX% ๐Ÿ“ธ Meta Platforms $META XX% ๐Ÿ‘ฉ๐Ÿป๐Ÿ”ฌ Vertex Pharmaceuticals $VRTX XX% ๐Ÿ’ฐ 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) ๐Ÿ—“ REV Est: $3.12B (+18.6%) ๐Ÿ—“ EPS Est: $XXXX (-9.9%) ๐Ÿ’ต NTM P/E: 55x 55x avg ๐Ÿ’ต 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 $471๐Ÿ’ต & a good buy with a margin of safety at $425๐Ÿ’ต"  
![@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

[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 Avatar @DimitryNakhla Dimitry Nakhla | Babylon Capitalยฎ

Dimitry Nakhla | Babylon Capitalยฎ 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 #

Engagements Line Chart

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

Mentions: XXX #

Mentions Line Chart

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

Followers: XXXXXX #

Followers Line Chart

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

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks #5753 technology brands finance cryptocurrencies countries exchanges automotive brands

Social topic influence eps #191, stocks #1579, $msci #1, $fico, $goog #64, $cprt, $nvr, avg, msci inc #1, goog #64

Top accounts mentioned or mentioned by @wisedelcapital @nfrosinha @stockmktnewz @thelongaj @fredabyss @isaacb12 @longequity @alexmerax @invest091 @jomasilva88 @longtermloren @biopadawan @dividendtalks @blueslidemark @bourbonfps @m7md7mmad @qualityinvest5 @dvdnddiplomats @elarchy124 @joecarlsonshow

Top assets mentioned Msci Inc (MSCI) Fair Isaac, Corp. (FICO) Alphabet Inc Class A (GOOGL) Copart, Inc. (CPRT) NVR, Inc. (NVR) Mastercard, Inc. (MA) Lam Research Corporation (LRCX) Microsoft Corp. (MSFT) Synopsys, Inc. (SNPS) Effect.AI (EFX) Neurobro (BRO) Intuit Inc. (INTU) Metadium (META) NVIDIA Corp. (NVDA) Apple, Inc. (AAPL) Novo-Nordisk (NVO) S&P Global Inc (SPGI) Cream (CRM) Taiwan Semiconductor (TSM) A O Smith Corp (AOS) Paypex (PAYX) Paychex, Inc. (PAYX) Cadence Design Systems Inc (CDNS) Salesforce Inc (CRM) IDEXX Laboratories, Inc. (IDXX) MercadoLibre Inc (MELI) Fastenal Company (FAST) Booking Holdings Inc (BKNG) Amazon.com, Inc. (AMZN) Costco Hot Dog (COST) Manhattan Associates, Inc. (MANH) Decentral Games ICE (ICE) Good Games Guild (GGG) Meta Platforms, Inc. (META) Applied Materials, Inc. (AMAT) SPDR S&P XXX ETF Trust (SPY) Arthur J. Gallagher & Co. (AJG) Moody's Corporation (MCO) Costco Wholesale Corporation (COST) Adappter Token (ADP) Texas Instruments (TXN) Zoetis Inc (ZTS) Monster Beverage Corp (MNST) Fortinet Inc (FTNT) PayPal Holdings Inc (PYPL) Nasdaq Inc (NDAQ) Netflix Inc (NFLX) Medpace Holdings, Inc. Common Stock (MEDP) Veeva Systems, Inc. (VEEV) Now Coin (NOW) Airbnb Inc (ABNB) Accenture (ACN) Tractor Supply Co (TSCO) Roper Technologies Inc (ROP)

Top Social Posts #


Top posts by engagements in the last XX hours

"6. Lam Research $LRCX ๐Ÿ’ฝ Share Reduction: -XX% EPS Boost: +14% EPS CAGR: +17%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-15 16:32:17 UTC 14.6K followers, 1105 engagements

"$MSCI is a very predictable business ๐ŸŒ Over XX% of revenues are recurring๐Ÿ’ฐ ___ Subscriptions 10-Year CAGR: +10.2% Asset-Based Fees 10-Year CAGR: +14.0%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-18 13:42:26 UTC 14.6K followers, 8531 engagements

"8. Tesla $TSLA (Wed PM) ๐Ÿ—“ REV Est: $22.61B (-11.3%) ๐Ÿ—“ EPS Est: $XXXX (-28.8%) ๐Ÿ’ต NTM P/E: 165x 95x avg ๐Ÿ’ต NTM FCF Yield: XXX% XXX% avg Services revenue now represents about XX% of $TSLA total revenue"
@DimitryNakhla Avatar @DimitryNakhla on X 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 @DimitryNakhla on X 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 ๐Ÿ’ต ๐Ÿ“ˆ Nvidia $NVDA ๐Ÿข NVR Inc $NVR ๐Ÿš— Copart $CPRT ๐Ÿค– Fortinet $FTNT ๐Ÿ”ฉ Fastenal $FAST ๐Ÿ’ต Paychex $PAYX ๐Ÿ“ Graco Inc $GGG ๐Ÿšฟ A O Smith $AOS โ˜ Microsoft $MSFT ๐Ÿ–ฑ Alphabet $GOOG ๐Ÿ“ฒ Taiwan Semi $TSM ๐Ÿ–จ Lam Research $LRCX ๐Ÿ’ฝ ASML Holding $ASML ๐ŸŽฅ Meta Platforms $META ๐Ÿ’พ Applied Materials $AMAT โœˆ Booking Holdings $BKNG ๐Ÿฅ Medpace Holdings $MEDP ๐Ÿซ€ Edwards Lifesciences $EW ๐Ÿš› Old Dominion Freight $ODFL ๐Ÿงฌ Vertex Pharmaceuticals $VRTX #stocks #investing"
@DimitryNakhla Avatar @DimitryNakhla on X 2024-09-16 12:06:17 UTC 14.6K followers, 7037 engagements

"4. Danaher $DHR (Tue AM) ๐Ÿ—“ REV Est: $5.84B (+1.7%) ๐Ÿ—“ EPS Est: $XXXX (-4.6%) ๐Ÿ’ต NTM P/E: 25x 26x avg ๐Ÿ’ต NTM FCF Yield: XXX% XXX% avg Over XX% of $DHR total revenue is recurring as of LTM"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-18 21:15:07 UTC 14.6K followers, 1318 engagements

"3. MSCI Inc $MSCI ๐ŸŒ NTM P/E: 32.28x 5-Year Avg: 42.56x NTM FCF Yield: XXXX% 5-Year Avg: XXXX% LTM ROIC: 42%"
@DimitryNakhla Avatar @DimitryNakhla on X 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 ๐Ÿ‘Œ๐Ÿฝ Before Alex arrived look at $PYPL repurchases in 2021 ๐Ÿซฃ๐Ÿ‘Ž๐Ÿฝ"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-24 20:37:10 UTC 14.6K followers, 4333 engagements

"9. Amazon $AMZN ๐Ÿ“ฆ Revenue CAGR: +24% Margin Expansion: X% โžก 9%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-20 15:00:16 UTC 14.6K followers, 1934 engagements

"7. Google $GOOG $GOOGL โ˜ Share Reduction: -XX% EPS Boost: +14% EPS CAGR: +28%"
@DimitryNakhla Avatar @DimitryNakhla on X 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 ๐Ÿ’ต ๐Ÿ’ณ Visa $V XX% XX% ๐Ÿ“ธ Meta $META XX% XX% ๐Ÿ“ฑ Apple $AAPL XX% XX% โ˜€ ASML $ASML XX% XX% ๐Ÿš˜ Copart $CPRT XX% XX% ๐Ÿข NVR Inc $NVR XX% XX% ๐Ÿ–ฑ Google $GOOG XX% XX% ๐ŸŒ MSCI Inc $MSCI XX% XX% ๐Ÿ’ธ Mastercard $MA XX% XX% ๐Ÿฆ Fair Isaac $FICO XX% XX% ๐Ÿ’พ Microsoft $MSFT XX% XX% ๐Ÿ’ฝ Taiwan Semi $TSM XX% XX% ๐Ÿงฌ Novo Nordisk $NVO XX% XX% ๐Ÿ’ฐAutomatic Data $ADP XX% XX% ๐Ÿ–จ Lam Research $LRCX XX% 16%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-05-10 13:56:53 UTC 14.6K followers, 18.4K engagements

"10/10 Lam Research $LRCX +24% CAGR ๐Ÿ–จ EPS CAGR: +20% Multiple Expansion: +17%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-06-07 17:23:30 UTC 14.6K followers, 2890 engagements

"10 Quality Stocks Flying Under The Radar With Market Capitalizations Below $50B ๐Ÿ’ธ ๐Ÿข NVR Inc $NVR 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ ๐Ÿš› Old Dominion Freight $ODFL 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ ๐Ÿ’ผ Brown & Brown $BRO 10-Year Rev CAGR: XXXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ ๐Ÿšœ Tractor Supply $TSCO 10-Year Rev CAGR: XXXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ โš— Graco $GGG 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ ๐Ÿง FactSet Research $FDS 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: 11.1%"
@DimitryNakhla Avatar @DimitryNakhla on X 2024-04-18 13:29:13 UTC 14.6K followers, 47K engagements

"8. Nasdaq Inc $NDAQ ๐Ÿช 2018: $NDAQ +8% vs $SPY -X% 2022: $NDAQ -XX% vs $SPY -18%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-03-20 15:48:30 UTC 14.6K followers, XXX engagements

"Netflix $NFLX reports Q2 2025 earnings after the close ๐Ÿ—“ REV est: $11.05B (+15% YoY) EPS est: $XXXX (+45% YoY)"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-17 20:08:05 UTC 14.6K followers, 9159 engagements

"5. Copart $CPRT ๐Ÿš˜ Current Drawdown: -XX% NTM P/E: 28x PEG: 2.10"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-17 12:31:53 UTC 14.6K followers, 1333 engagements

"10. NVR Inc $NVR ๐Ÿข Share Reduction: -XX% EPS Boost: +23% EPS CAGR: +16%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-15 16:32:23 UTC 14.6K followers, 2090 engagements

"@oreiteb Yup $GOOG nailed it ๐ŸŽฏ & $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 ๐Ÿ‘Œ๐Ÿฝ"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-24 00:25:16 UTC 14.6K followers, XXX engagements

"10. Novo Nordisk $NVO ๐Ÿงฌ Current Drawdown: -XX% NTM P/E: 16x PEG: 1.45"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-17 12:32:04 UTC 14.6K followers, 4263 engagements

"3. Equifax $EFX (Tue AM) ๐Ÿ—“ REV Est: $1.51B (+5.6%) ๐Ÿ—“ EPS Est: $XXXX (+5.5%) ๐Ÿ’ต NTM P/E: 33x 29x avg ๐Ÿ’ต NTM FCF Yield: XXX% XXX% avg Workforce Solutions has grown faster than other segments and stands as $EFX most profitable segment"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-18 21:15:05 UTC 14.6K followers, 1418 engagements

"6/10 Fair Isaac $FICO +33% CAGR ๐Ÿฆ EPS CAGR: +25% Multiple Expansion: +6%"
@DimitryNakhla Avatar @DimitryNakhla on X 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 @DimitryNakhla on X 2025-07-19 21:08:43 UTC 14.6K followers, XXX engagements

"4. Equifax $EFX ๐Ÿ’ต Current Drawdown: -XX% NTM P/E: 32x PEG: 1.23"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-17 12:31:51 UTC 14.6K followers, 1240 engagements

"8. Constellation Software $CSU ๐ŸŒ  Revenue CAGR: +23% Margin Expansion: X% โžก 7%"
@DimitryNakhla Avatar @DimitryNakhla on X 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 @DimitryNakhla on X 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 @DimitryNakhla on X 2025-05-28 19:31:38 UTC 14.6K followers, 23.2K engagements

"BUYBACK KINGS ๐Ÿ‘‘ XX Quality Stocks That Reduced Share Count XX% last XX Years ๐Ÿ’ต ๐ŸงMoodys $MCO 2014 shares: 214.70M 2024 shares: 182.70M % reduction: XX% EPS boost: XX% ๐Ÿงฌ Novo Nordisk $NVO 2014 shares: 5.26B 2024 shares: 4.46B % reduction: XX% EPS boost: XX% ๐Ÿ’ณVisa $V 2014 shares: 2.52B 2024 shares: 2.02B % reduction: XX% EPS boost: XX% ๐Ÿ–จ Lam Research $LRCX 2014 shares: 1.65B 2024 shares: 1.31B % reduction: XX% EPS boost: XX% ๐Ÿ’ธMastercard $MA 2014 shares: 1.17B 2024 shares: 0.93B % reduction: XX% EPS boost: XX% ๐ŸขNVR Inc $NVR 2014 shares: 4.44M 2024 shares: 3.32M % reduction: XX% EPS boost:"
@DimitryNakhla Avatar @DimitryNakhla on X 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 ๐Ÿ’ต ๐Ÿค– $NVDA XX% 35x ๐Ÿ—‚ $INTU XX% 33x ๐Ÿ–ฑ $GOOG XX% 26x ๐Ÿ’ณ $MA XX% 36x ๐Ÿฆ $FICO XX% 55x โ˜ $MSFT XX% 49x ๐Ÿ’ธ $EFX XX% 34x โ˜€ $ASML XX% 33x ๐Ÿ‘พ $SNPS XX% 40x ๐Ÿ“ฆ $AMZN XX% 52x"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-08 14:05:14 UTC 14.6K followers, 7931 engagements

"5. Fair Isaac $FICO ๐Ÿฆ Revenue CAGR: XXX% COGS CAGR: XXXX% Revenue / COGS: 12.23x"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-10 12:30:17 UTC 14.6K followers, 1941 engagements

"Google Cloud Revenue as % of Total Revenueโ˜ 2017: XXX% 2018: XXX% 2019: XXX% 2020: XXX% 2021: XXX% 2022: XXX% 2023: XXXX% 2024: XXXX% LTM: XXXX% $GOOG $GOOGL"
@DimitryNakhla Avatar @DimitryNakhla on X 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 @DimitryNakhla on X 2025-07-21 22:13:05 UTC 14.6K followers, 1146 engagements

"10 Quality Stocks Flying Under The Radar ๐Ÿ’ต ๐Ÿ–ฅ CDW Corp $CDW 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐Ÿ—ณ Broadridge Financial $BR 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐Ÿฆ Fair Isaac Corp $FICO 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐Ÿšพ Agilent Technologies $A 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐Ÿข NVR Inc $NVR 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐Ÿšฟ A O Smith $AOS 5-Year EPS CAGR: XXX% LTM ROIC: XXXX% ๐Ÿ“ˆ FactSet Research $FDS 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐Ÿชซ Amphenol $APH 5-Year EPS CAGR: XXX% LTM ROIC: XXXX% ๐Ÿฅ Medpace $MEDP 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ๐ŸŠ๐Ÿผโ™‚ Pool Corp"
@DimitryNakhla Avatar @DimitryNakhla on X 2024-05-07 15:13:37 UTC 14.6K followers, 12K engagements

"Quality Compounders & S&P Credit Ratings๐Ÿ’ต AAA Microsoft $MSFT โ˜ AA+ Apple $AAPL ๐Ÿ“ฑ Google $GOOG ๐Ÿ–ฑ AA Costco $COST ๐Ÿ›’ Amazon $AMZN ๐Ÿ“ฆ Novo Nordisk $NVO ๐Ÿงฌ AA- Visa $V ๐Ÿ’ธ Meta $META ๐Ÿ“ธ Nvidia $NVDA ๐Ÿค– Taiwan Semi $TSM ๐Ÿ’ฝ Automatic Data $ADP ๐Ÿ’ฐ A+ Mastercard $MA ๐Ÿ’ณ Salesforce $CRM ๐Ÿ“Š A Applied Materials $AMAT ๐Ÿ’ฟ A- Intuit $INTU ๐Ÿ—‚ Lam Research $LRCX ๐Ÿ–จ Booking Holdings $BKNG โœˆ Intercontinental Exchange $ICE ๐Ÿฆ"
@DimitryNakhla Avatar @DimitryNakhla on X 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 ๐ŸŒ 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 ๐Ÿ’ต"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-23 12:17:31 UTC 14.6K followers, 30.1K engagements

": X. Zoetis $ZTS ๐Ÿฉ X. NVR Inc $NVR ๐Ÿ  X. Mastercard $MA ๐Ÿ’ณ X. Lam Research $LRCX ๐Ÿ–ฅ X. Veeva Systems $VEEV ๐Ÿ‘จ๐Ÿฝ๐Ÿ’ป X. Texas Instruments $TXN ๐Ÿš— X. Waters Corporation $WAT ๐Ÿšพ _______ #stocks #investing : . . . . . ."
@DimitryNakhla Avatar @DimitryNakhla on X 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 ๐Ÿ‘Œ๐Ÿฝ)"
@DimitryNakhla Avatar @DimitryNakhla on X 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 ๐Ÿค– 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 know๐Ÿ‘‡๐Ÿฝ X. INTRO ๐Ÿ“ 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 @DimitryNakhla on X 2025-07-12 16:55:15 UTC 14.6K followers, 28K engagements

"Moodys $MCO Q2 2025 Report ๐Ÿ—“ โœ… REV: $1.89B (+4.3% YoY) โœ… EPS: $XXXX (+8.5% YoY) Quarterly dividend $XXXX increase of +11% Repurchased XXX million shares avg $460.76"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-23 11:30:25 UTC 14.6K followers, 4757 engagements

"2. IDEXX Laboratories $IDXX ๐Ÿถ Revenue CAGR: +9% Margin Expansion: XX% โžก 23%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-20 15:00:05 UTC 14.6K followers, XXX engagements

"9. NVR Inc $NVR ๐Ÿข NTM Feb 2020 P/E: 17.15x NTM Feb 2025 P/E: 14.04x Stock Price: +76%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-02-22 14:41:47 UTC 14.6K followers, 2665 engagements

"6. Monster Beverage $MNST ๐Ÿฅค Revenue CAGR: +13% Margin Expansion: XX% โžก 20%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-20 15:00:11 UTC 14.6K followers, XXX engagements

"6. Moodys $MCO (Wed AM) ๐Ÿ—“ REV Est: $1.83B (+0.5%) ๐Ÿ—“ EPS Est: $XXXX (+1.5%) ๐Ÿ’ต NTM P/E: 33x 35x avg ๐Ÿ’ต NTM FCF Yield: XXX% XXX% avg Recurring revenue has grown faster than transaction revenue"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-18 21:15:11 UTC 14.6K followers, XXX engagements

"MSCI $MSCI Q2 2025 Report ๐Ÿ—“ โœ… REV: $772.68M (+9.1% YoY) โœ… EPS: $XXXX (+14.5% YoY) ___ Equifax $EFX Q2 2025 Report ๐Ÿ—“ โœ… REV: $1.54B (+7.7% YoY) โœ… EPS: $XXXX (+9.9% YoY)"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-22 15:09:43 UTC 14.6K followers, 6799 engagements

"8. Fair Isaac $FICO ๐Ÿฆ Share Reduction: -XX% EPS Boost: +19% EPS CAGR: +26%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-15 16:32:20 UTC 14.6K followers, 1568 engagements

"10. Salesforce $CRM ๐Ÿค– Revenue CAGR: +26% Margin Expansion: X% โžก 16%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-20 15:00:17 UTC 14.6K followers, 1976 engagements

"A quality valuation analysis on $GOOG ๐Ÿง˜๐Ÿฝโ™‚ 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 ๐Ÿง *** Before we get into valuation lets take a look at why $GOOG is a great business BALANCE SHEETโœ… 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 CAPITALโœ… 2020: XXXX% 2021: XXXX% 2022: XXXX% 2023: XXXX% 2024:"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-11 16:48:31 UTC 14.6K followers, 18.2K engagements

"2. MSCI Inc $MSCI (Tue AM) ๐Ÿ—“ REV Est: $767.15M (+8.3%) ๐Ÿ—“ EPS Est: $XXXX (+13.1%) ๐Ÿ’ต NTM P/E: 33x 36x avg ๐Ÿ’ต NTM FCF Yield: XXX% XXX% avg Over XX% of $MSCIs total revenue is recurring"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-18 21:15:03 UTC 14.6K followers, 1194 engagements

"5. Intuit $INTU ๐Ÿ“Š Revenue CAGR: +12% Margin Expansion: XX% โžก 18%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-20 15:00:10 UTC 14.6K followers, XXX engagements

"6. Salesforce $CRM ๐Ÿ“Š Current Drawdown: -XX% NTM P/E: 22x PEG: 1.69"
@DimitryNakhla Avatar @DimitryNakhla on X 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 @DimitryNakhla on X 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 $326๐Ÿ’ต & a great buy at $290๐Ÿ’ต Following its stellar Q2 2025 earnings beat $MEDP shares surged +41% and +58% respectively since my analysis โœ… The valuation analysis attached below๐Ÿ‘‡๐Ÿฝ"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-21 21:40:03 UTC 14.6K followers, 8491 engagements

"8. Airbnb $ABNB ๐Ÿ Current Drawdown: -XX% NTM P/E: 32x PEG: 1.70"
@DimitryNakhla Avatar @DimitryNakhla on X 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 @DimitryNakhla on X 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 ๐Ÿ‘Œ๐Ÿฝ"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-18 14:04:02 UTC 14.6K followers, 1222 engagements

"5/10 Nvidia $NVDA +74% CAGR ๐Ÿค– EPS CAGR: +83% Multiple Compression: -30%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-06-07 17:23:23 UTC 14.6K followers, 1568 engagements

": โœ… X. Dominos Pizza $DPZ ๐Ÿ• _______ : โœ… X. Texas Instruments $TXN ๐Ÿงฎ _______ : โœ… X. NVR Inc $NVR ๐Ÿ  _______ : โœ… X. VeriSign $VRSN _______ : โœ… X. Home Depot $HD ๐Ÿ”จ _______ : โœ… X. Zoetis $ZTS ๐Ÿฉ X. Graco Inc $GGG ๐Ÿ“ X. Mastercard $MA ๐Ÿ’ณ X. Philip Morris $PM ๐Ÿšฌ XX. Lam Research $LRCX ๐Ÿ–ฅ XX. Veeva Systems $VEEV ๐Ÿ‘จ๐Ÿฝ๐Ÿ’ป XX. Colgate-Palmolive $CL ๐Ÿงด XX. Waters Corporation $WAT ๐Ÿšพ _______ : โœ… XX. Hershey $HSY ๐Ÿซ XX. Amgen $AMGN ๐Ÿงฌ XX. MSCI Inc $MSCI ๐Ÿช XX. KLA Corp $KLAC ๐Ÿ’ป XX. Microsoft $MSFT XX. Alphabet $GOOG ๐Ÿ‘จ๐Ÿฝ๐Ÿ’ป XX. Yum Brands $YUM ๐ŸŒฎ XX. Factset Research $FDS ๐Ÿ“ˆ XX. West Pharmaceutical $WST"
@DimitryNakhla Avatar @DimitryNakhla on X 2023-06-23 20:03:40 UTC 14.6K followers, 89K engagements

"A quality valuation analysis on $PYPL ๐Ÿง˜๐Ÿฝโ™‚ 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 ๐Ÿง *** Before we get into valuation lets take a look at why $PYPL is a good business BALANCE SHEETโœ… 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 CAPITALโœ… 2020: XXXX% 2021: XXXX% 2022: XXXX% 2023: XXXX% 2024:"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-24 19:56:27 UTC 14.6K followers, 8001 engagements

"9. ASML Holding $ASML โ˜€ Current Drawdown: -XX% NTM P/E: 28x PEG: 1.60"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-17 12:32:02 UTC 14.6K followers, 2324 engagements

"10/10 Booking Holdings $BKNG โœˆ YTD: +12% NTM P/E: 25x"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-05-29 20:17:34 UTC 14.6K followers, 2028 engagements

"AKO Capital 13F as of Q4 2024 ๐Ÿ’ต Notable adds: $ACN $INTU $CPRT $EFX Notable sales: $ICE $FICO $TMO"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-02-12 15:03:21 UTC 14.6K followers, 6766 engagements

"@PureLongTrades Yes I own $MSCI in my portfolio"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-23 13:16:32 UTC 14.6K followers, 1046 engagements

"5. Tractor Supply $TSCO ๐Ÿšœ Share Reduction: -XX% EPS Boost: +11% EPS CAGR: +16%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-15 16:32:16 UTC 14.6K followers, XXX engagements

"MercadoLibre $MELI in X Charts ๐Ÿ“Š 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 @DimitryNakhla on X 2025-07-19 15:53:54 UTC 14.6K followers, 4345 engagements

"8. Copart $CPRT ๐Ÿš˜ NTM Feb 2020 P/E: 32.84x NTM Feb 2025 P/E: 34.25x Stock Price: +137%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-02-22 14:41:45 UTC 14.6K followers, 1649 engagements

"@StockMKTNewz Do you like the addition of $XYZ in $SPY"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-18 21:27:14 UTC 14.5K followers, 2996 engagements

"3. Applied Materials $AMAT ๐Ÿ–จ 5-Year Mean P/E: 17.95x LTM P/E: 16.90x LTM ROIC: 32%"
@DimitryNakhla Avatar @DimitryNakhla on X 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 ๐Ÿ’ต ๐Ÿฆ Fair Isaac $FICO LTM ROIC: XX% Market Cap: $45B % Down: -XX% ๐Ÿข NVR Inc $NVR LTM ROIC: XX% Market Cap: $27B % Down: -XX% ๐Ÿšฟ A O Smith $AOS LTM ROIC: XX% Market Cap: $9B % Down: -XX% ๐Ÿ• IDEXX Labs $IDXX LTM ROIC: XX% Market Cap: $38B % Down: -XX% ๐Ÿ“Š Manhattan Associates $MANH LTM ROIC: XX% Market Cap: $12B % Down: -XX% ๐ŸŠ๐Ÿผโ™‚ Pool Corp $POOL LTM ROIC: XX% Market Cap: $13B % Down: -43%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-02-10 13:22:30 UTC 14.6K followers, 10.2K engagements

"$FICO is now down -XX% from its highs ๐Ÿ“‰ Not uncommon when a stock trades for 80x"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-15 17:56:26 UTC 14.6K followers, 13.2K engagements

"MSCI Inc $MSCI Q1 Earnings Report๐ŸŽฏ Rev: $745M vs $744M estโœ… +10% YoY EPS: $XXXX vs $XXXX est โœ… +14% YoY ___ One of the stickiest businesses in the ๐ŸŒŽ"
@DimitryNakhla Avatar @DimitryNakhla on X 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 ๐Ÿ—“ Lets dive into the earnings expectations valuations & business segments for XX standout quality stocks Food for thought over the weekend๐Ÿงต"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-18 21:15:00 UTC 14.6K followers, 14.4K engagements

"7. Google $GOOG $GOOGL (Wed PM) ๐Ÿ—“ REV Est: $XXXXX (+3.8%) ๐Ÿ—“ EPS Est: $XXXX (+13.7%) ๐Ÿ’ต NTM P/E: 20x 24x avg ๐Ÿ’ต 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 @DimitryNakhla on X 2025-07-18 21:15:12 UTC 14.6K followers, 1001 engagements

"3. MSCI Inc $MSCI ๐ŸŒ Share Reduction: -X% EPS Boost: +9% EPS CAGR: +16%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-15 16:32:13 UTC 14.6K followers, 1135 engagements

"4. Visa $V ๐Ÿ’ณ Revenue CAGR: XXX% COGS CAGR: XXX% Revenue / COGS: 6.20x"
@DimitryNakhla Avatar @DimitryNakhla on X 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 Today๐Ÿ’ต* ๐Ÿ’ธ Visa $V XX% CAGR ๐Ÿ’ณ Mastercard $MA XX% CAGR ๐ŸŒ MSCI Inc $MSCI XX% CAGR ๐Ÿ‘พ Synopsys $SNPS XX% CAGR ๐Ÿ–ฑ Google $GOOG XX% CAGR โ˜€ ASML $ASML XX% CAGR ๐Ÿ“Š Salesforce $CRM XX% CAGR ๐Ÿš˜ Copart $CPRT XX% CAGR ๐Ÿค– Nvidia $NVDA XX% CAGR ๐Ÿค MercadoLibre $MELI XX% CAGR ___ *NTM FCF Yield vs exactly X years ago"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-06-20 17:07:36 UTC 14.6K followers, 16.3K engagements

"๐Ÿ‘พ Synospsys $SNPS +17% ๐Ÿ’ฝ 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 @DimitryNakhla on X 2025-07-03 13:40:29 UTC 14.6K followers, 7802 engagements

"7. Roper Technologies $ROP ๐Ÿ”– 2018: $ROP +3% vs $SPY -X% 2022: $ROP -XX% vs $SPY -18%"
@DimitryNakhla Avatar @DimitryNakhla on X 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 @DimitryNakhla on X 2025-07-09 21:25:11 UTC 14.6K followers, 1460 engagements

"1. Roper Technologies $ROP (Mon AM) ๐Ÿ—“ REV Est: $1.93B (+12.2%) ๐Ÿ—“ EPS Est: $XXXX (+7.8%) ๐Ÿ’ต NTM P/E: 27x 29x avg ๐Ÿ’ต NTM FCF Yield: XXX% XXX% avg Recurring revenue has grown faster than overall revenue"
@DimitryNakhla Avatar @DimitryNakhla on X 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 ๐Ÿ’ธ ๐Ÿ’ณ Visa $V ๐ŸŽ Apple $AAPL ๐Ÿข NVR Inc $NVR ๐Ÿš— Copart $CPRT ๐Ÿค– Fortinet $FTNT ๐Ÿ”ฉ Fastenal $FAST ๐Ÿ’ต Paychex $PAYX ๐Ÿ“ Graco Inc $GGG ๐Ÿ“ˆ MSCI Inc $MSCI ๐Ÿšฟ A O Smith $AOS ๐Ÿ’ต Mastercard $MA โ˜ Microsoft $MSFT ๐Ÿ“ฒ Taiwan Semi $TSM โš™ W W Grainger $GWW ๐Ÿ’ฐAutomatic Data $ADP ๐Ÿ–จ Lam Research $LRCX ๐ŸŽฅ Meta Platforms $META ๐Ÿถ Idexx Laboratories $IDXX ๐Ÿซ€ Edwards Lifesciences $EW ๐Ÿš› Old Dominion Freight $ODFL #stocks #investing"
@DimitryNakhla Avatar @DimitryNakhla on X 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 ๐Ÿ’ต 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 @DimitryNakhla on X 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) ๐Ÿ’ธ ๐Ÿ’ณ Visa $V (30%) ๐Ÿš˜ Copart $CPRT (24%) ๐Ÿข NVR Inc $NVR (39%) ๐Ÿฆ Fair Isaac $FICO (44%) ๐Ÿ’ต Mastercard $MA (52%) ๐Ÿ“  KLA Corp $KLAC (35%) โ˜ Microsoft $MSFT (30%) ๐Ÿค– Taiwan Semi $TSM (25%) ๐Ÿงฌ Novo Nordisk $NVO (67%) ๐Ÿ–จ Lam Research $LRCX (36%) ๐Ÿงพ Automatic Data $ADP (50%) โ˜€ ASML Holding $ASML (40%) ๐Ÿ“ธ Meta Platforms $META (27%) ๐Ÿ’ฟ Applied Materials $AMAT (35%) ๐Ÿš› Old Dominion Freight $ODFL (34%)"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-01-17 15:31:42 UTC 14.6K followers, 44.6K engagements

"4. Brown & Brown $BRO ๐Ÿ’ผ Revenue CAGR: +11% Margin Expansion: XX% โžก 21%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-20 15:00:08 UTC 14.6K followers, 1021 engagements

"1. Costco $COST ๐Ÿ›’ Revenue CAGR: +9% Margin Expansion: X% โžก 3%"
@DimitryNakhla Avatar @DimitryNakhla on X 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 ๐Ÿ’ธ $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 โ™พ $ABNB $11.5B $X โ™พ"
@DimitryNakhla Avatar @DimitryNakhla on X 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 @DimitryNakhla on X 2025-07-20 19:55:33 UTC 14.6K followers, XXX engagements

"20 Stocks With ROIC XX% For Last X Years ๐Ÿ’ต ๐ŸฉZoetis $ZTS ๐Ÿ“ธMeta $META ๐Ÿ–ŒAdobe $ADBE ๐ŸขNVR Inc $NVR ๐Ÿš˜Copart $CPRT ๐ŸซฆInmode $INMD ๐Ÿ’ฐPaycom $PAYC ๐Ÿ”ฉFastenal $FAST ๐Ÿ’ธPaychex $PAYX ๐ŸชฒRollins Inc $ROL ๐ŸšฟA O Smith $AOS ๐Ÿ’ณMastercard $MA ๐Ÿ’ผAccenture $ACN ๐Ÿ“ฒLam Research $LRCX ๐ŸงฎTexas Instruments $TXN ๐ŸงฐThe Toro Company $TTC ๐ŸฅคMonster Beverage $MNST ๐ŸฎIDEXX Laboratories $IDXX ๐Ÿš›Old Dominion Freight $ODFL ๐Ÿ‘จ๐Ÿฝ๐Ÿ’ปAutomatic Data Processing $ADP #stocks #investing _______ : . . . ."
@DimitryNakhla Avatar @DimitryNakhla on X 2023-07-16 13:54:48 UTC 14.6K followers, 44.8K engagements

"9. Apple $AAPL ๐Ÿ“ฑ Share Reduction: -XX% EPS Boost: +19% EPS CAGR: +15%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-15 16:32:22 UTC 14.6K followers, 2192 engagements

"7. Fair Isaac $FICO ๐Ÿฆ Current Drawdown: -XX% NTM P/E: 46x PEG: 2.00"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-17 12:31:58 UTC 14.6K followers, 1193 engagements

"@Fred_Abyss Absolutely it certainly deserves the premium"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-18 16:34:27 UTC 14.6K followers, XXX engagements

"3. Synopsys $SNPS ๐Ÿ‘พ Revenue CAGR: +11% Margin Expansion: XX% โžก 23%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-20 15:00:07 UTC 14.6K followers, XXX engagements

"5. Intuitive Surgical $ISRG (Tue PM) ๐Ÿ—“ REV Est: $2.35B (+16.9%) ๐Ÿ—“ EPS Est: $XXXX (-0.5%) ๐Ÿ’ต NTM P/E: 64x 58x avg ๐Ÿ’ต NTM FCF Yield: XXX% XXX% avg $ISRG is a sticky business & a great example of razor & blades business model"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-18 21:15:09 UTC 14.6K followers, 1284 engagements

"A quality valuation analysis on $MELI ๐Ÿง˜๐Ÿฝโ™‚ 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 ๐Ÿง *** Before we get into valuation lets take a look at why $MELI is a great business BALANCE SHEETโœ… 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 CAPITALโžกโœ… 2020: XXX% 2021: XXX% 2022: XXXX% 2023: XXXX% 2024: XXXX% LTM: XXXX% RETURN ON EQUITYโžกโœ… 2020: (0.1%) 2021: XXX% 2022: 28.7%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-19 18:19:37 UTC 14.6K followers, 6335 engagements

"Google $GOOG Q2 2025 Report Estimates ๐Ÿ—“ REV: $93.96B (+10.8% YoY) EPS: $XXXX (+14.3% YoY) Q2 2024 Segments & KPIs ๐Ÿ‘‡๐Ÿฝ (FiscalAI)"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-23 14:56:19 UTC 14.6K followers, 12.4K engagements

"10 High-Quality Stocks on Sale ๐Ÿ’ต X. MercadoLibre $MELI NTM P/E 43x ๐Ÿค X. MSCI Inc $MSCI NTM P/E 32x ๐ŸŒ X. Mastercard $MA NTM P/E 32x ๐Ÿ’ณ X. Amazon $AMZN NTM P/E 29x ๐Ÿ“ฆ X. S&P Global $SPGI NTM P/E 27x ๐Ÿ“ˆ X. Synopsys $SNPS NTM P/E 27x ๐Ÿ‘พ X. ASML Holding $ASML NTM P/E 25x โ˜€ X. Google $GOOG NTM P/E 18x โ˜ X. Lam Research $LRCX NTM P/E 18x ๐Ÿ–จ XX. Novo Nordisk $NVO NTM P/E 17x ๐Ÿงฌ"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-04-15 15:25:46 UTC 14.6K followers, 40.4K engagements

"2. Visa $V ๐Ÿ’ณ Share Reduction: -X% EPS Boost: +8% EPS CAGR: +13%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-15 16:32:11 UTC 14.6K followers, 1083 engagements

"4. Mastercard $MA ๐Ÿ’ธ Share Reduction: -XX% EPS Boost: +11% EPS CAGR: +12%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-15 16:32:14 UTC 14.6K followers, 1008 engagements

"15 Quality Linear Compounders Normalized EPS 2008 - 2023 LTM ROIC๐Ÿงต #stocks #investing"
@DimitryNakhla Avatar @DimitryNakhla on X 2024-05-21 14:55:06 UTC 14.6K followers, 68.2K engagements

"10. Nasdaq $NDAQ (Thu AM) ๐Ÿ—“ REV Est: $1.27B (+9.5%) ๐Ÿ—“ EPS Est: $XXXX (+15.9%) ๐Ÿ’ต NTM P/E: 27x 23x avg ๐Ÿ’ต NTM FCF Yield: XXX% XXX% avg $ICE is my favorite business in the financial exchanges sector though $NDAQ deserves an honorable mention"
@DimitryNakhla Avatar @DimitryNakhla on X 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 @DimitryNakhla on X 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 ๐Ÿ’ต X ASML Holding $ASML โ˜€ 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 ๐ŸŒ 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 ๐Ÿ“Š 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 ๐Ÿš˜ 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 @DimitryNakhla on X 2025-06-16 13:19:55 UTC 14.6K followers, 14.8K engagements

"1. Arthur J Gallagher $AJG ๐Ÿ“Š Revenue CAGR: XXX% COGS CAGR: XXX% Revenue / COGS: 1.71x"
@DimitryNakhla Avatar @DimitryNakhla on X 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 $457๐Ÿ’ต Since then $SNPS has surged +28%โœ… 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 below๐Ÿ‘‡๐Ÿฝ"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-18 01:30:05 UTC 14.6K followers, 5828 engagements

"$MANH Manhattan Associates has been increasing its predictability ๐Ÿ“Š Take a look at the companys cloud subscription revenue as a percentage of total revenue๐Ÿ‘‡๐Ÿฝ"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-02-12 16:27:43 UTC 14.6K followers, 5900 engagements

"7. S&P Global $SPGI ๐Ÿ’ต 10-Year Return: +402% 10-Year CAGR: +17% $10K โžก $55K $SPGI experienced X -XX% drawdowns"
@DimitryNakhla Avatar @DimitryNakhla on X 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 ๐Ÿ’ฐ Equifax $EFX X% ๐ŸŽจ Sherwin Williams $SHW X% ๐Ÿ›’ Costco $COST X% ๐Ÿถ Idexx Labs $IDXX X% ๐Ÿ“ˆ FactSet Research $FDS X% ๐Ÿ”ฉ Fastenal $FAST XX% ๐Ÿ‘พ Synopsys $SNPS XX% ๐Ÿ’ผ Brown & Brown $BRO XX% ๐Ÿšœ Tractor Supply $TSCO XX% ๐Ÿ’พ Cadence Design $CDNS XX% ๐Ÿฅค Monster Becerage $MNST XX% ๐Ÿฆ Intercontinental Exchange $ICE XX% ๐ŸŽฅ Netflix $NFLX XX% ๐Ÿ“ฆ Amazon $AMZN XX% ๐Ÿค MercadoLibre $MELI 38%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-04-18 11:38:09 UTC 14.6K followers, 16.4K engagements

"Google $GOOG $GOOGL Q2 2025 Report ๐Ÿ—“ โœ… REV: $96.43B (+13.8% YoY) โœ… EPS: $XXXX (+22.2% YoY) โ˜ GOOGLE CLOUD +32% YoY"
@DimitryNakhla Avatar @DimitryNakhla on X 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 XI๐ŸŸ 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 year๐Ÿ˜‰"
@DimitryNakhla Avatar @DimitryNakhla on X 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 ๐Ÿ“ˆ X. Fair Isaac $FICO ๐Ÿ’ฐ (+8.08% CAGR) X. Equifax $EFX ๐Ÿ’ธ (+8.83)% CAGR X. IDEXX Labs $IDXX ๐Ÿถ (+10.12% CAGR) X. S&P Global $SPGI ๐Ÿ’ต (+10.89% CAGR) X. MSCI Inc $MSCI ๐ŸŒ (+11.10% CAGR) X. Cadence Design $CDNS ๐Ÿ’พ (+11.37% CAGR) X. Synopsys $SNPS ๐Ÿ‘พ (+11.53% CAGR) X Intercontinental Exchange $ICE ๐Ÿฆ (+11.61% CAGR) X. Amazon $AMZN ๐Ÿ“ฆ (+21.77% CAGR) XX. Medpace $MEDP ๐Ÿฅ (+21.94% CAGR)"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-03-26 12:13:13 UTC 14.6K followers, 18.2K engagements

"7. Google $GOOG $GOOGL ๐Ÿ–ฑ Revenue CAGR: +20% Margin Expansion: XX% โžก 28%"
@DimitryNakhla Avatar @DimitryNakhla on X 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 Expansion๐Ÿ’ต These resilient businesses embody the essence of long-term investing offering peace of mind by demonstrating their ability to thrive through economic cycles๐Ÿง˜๐Ÿฝโ™‚"
@DimitryNakhla Avatar @DimitryNakhla on X 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 ๐Ÿงต"
@DimitryNakhla Avatar @DimitryNakhla on X 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 years๐Ÿงต"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-10 12:30:09 UTC 14.6K followers, 7334 engagements

"9/10 Apple $AAPL +20% CAGR ๐Ÿ“ฑ EPS CAGR: +17% Multiple Expansion: +11%"
@DimitryNakhla Avatar @DimitryNakhla on X 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 ๐Ÿš˜"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-05-25 16:27:37 UTC 14.6K followers, 16.2K engagements

"Netflix $NFLX reports Q2 2025 earnings after the close ๐Ÿ—“ REV est: $11.05B (+15% YoY) EPS est: $XXXX (+49% YoY)"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-17 19:29:32 UTC 14.6K followers, 2013 engagements

"1. Google $GOOG $GOOGL โ˜ Current Drawdown: -XX% NTM P/E: 20x PEG: 1.65x"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-17 12:31:45 UTC 14.6K followers, 1642 engagements

"4. Manhattan Associates $MANH โ˜ 5-Year Mean P/E: 63.21x LTM P/E: 38.79x LTM ROIC: 75%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-03-03 13:05:15 UTC 14.6K followers, 17.4K engagements

"Booking Holdings $BKNG Q1 2025 Report ๐Ÿ—“ โœ… Rev: $4.76B vs $4.58B (est) +8% YoY โœ… EPS: $XXXXX vs $XXXXX (est) +22% YoY"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-04-29 20:17:56 UTC 14.6K followers, 10.3K engagements

"2. Paychex $PAYX ๐Ÿ’ต Revenue CAGR: XXX% COGS CAGR: XXX% Revenue / COGS: 1.73x"
@DimitryNakhla Avatar @DimitryNakhla on X 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 ๐Ÿ‘Œ๐Ÿฝ"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-16 16:06:19 UTC 14.6K followers, XXX engagements

"3. Brown & Brown $BRO ๐Ÿ’ผ Current Drawdown: -XX% NTM P/E: 24x PEG: 2.00"
@DimitryNakhla Avatar @DimitryNakhla on X 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 @DimitryNakhla on X 2025-07-22 00:22:43 UTC 14.6K followers, 8879 engagements

"9/10 S&P Global $SPGI ๐Ÿ’ฐ YTD: +4% NTM P/E: 29x"
@DimitryNakhla Avatar @DimitryNakhla on X 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 @DimitryNakhla on X 2025-07-10 11:20:04 UTC 14.6K followers, XXX engagements

"2. MSCI Inc $MSCI ๐ŸŒ Current Drawdown: -XX% NTM P/E: 32x PEG: 2.88"
@DimitryNakhla Avatar @DimitryNakhla on X 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% โ˜ X. Copart $CPRT +19% ๐Ÿš˜ X. MSCI Inc $MSCI +19% ๐ŸŒ X. Intuit $INTU +20% ๐Ÿ—‚ X. Cadence Design $CDNS +22% ๐Ÿ’พ X. Synopsys $SNPS +24% ๐Ÿ‘พ X. Veeva Systems $VEEV +25% ๐Ÿ–ฅ X. Fair Isaac $FICO +26% ๐Ÿฆ"
@DimitryNakhla Avatar @DimitryNakhla on X 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 ๐Ÿ’ธ Mistake # X & Best # X are my favorites You will benefit from reading this these are things I wish I knew early on ๐Ÿ’ฏ Here are X of my biggest MISTAKES ๐Ÿ‘Ž๐Ÿฝ: 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 @DimitryNakhla on X 2024-03-07 15:06:25 UTC 14.6K followers, 17.4K engagements

"8. Fair Isaac $FICO ๐Ÿฆ 10-Year Return: +2031% 10-Year CAGR: +36% $10K โžก $205K $FICO experienced X -XX% drawdowns"
@DimitryNakhla Avatar @DimitryNakhla on X 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 ๐Ÿ’ธ ๐Ÿ’ณ Visa $V XX% ๐Ÿ“ฑ Apple $AAPL XX% ๐Ÿš˜ Copart $CPRT XX% ๐Ÿงพ Paychex $PAYX XX% ๐ŸŒ MSCI Inc $MSCI XX% ๐Ÿฆ Fair Isaac $FICO XX% ๐Ÿ’ต Mastercard $MA XX% โ˜ Microsoft $MSFT XX% ๐Ÿ’จ Philip Morris $PM XX% ๐Ÿงฌ Novo Nordisk $NVO XX% ๐Ÿ–จ Lam Research $LRCX XX% โ˜€ ASML Holding $ASML XX% ๐Ÿ“ธ Meta Platforms $META XX% ๐Ÿ‘ฉ๐Ÿป๐Ÿ”ฌ Vertex Pharmaceuticals $VRTX XX% ๐Ÿ’ฐ Automatic Data Processing $ADP 50%"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-03-13 11:46:08 UTC 14.6K followers, 23.1K engagements

"9. ServiceNow $NOW (Wed PM) ๐Ÿ—“ REV Est: $3.12B (+18.6%) ๐Ÿ—“ EPS Est: $XXXX (-9.9%) ๐Ÿ’ต NTM P/E: 55x 55x avg ๐Ÿ’ต NTM FCF Yield: XXX% XXX% avg XX% of $NOW total revenue is recurring"
@DimitryNakhla Avatar @DimitryNakhla on X 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 $471๐Ÿ’ต & a good buy with a margin of safety at $425๐Ÿ’ต"
@DimitryNakhla Avatar @DimitryNakhla on X 2025-07-16 19:54:37 UTC 14.6K followers, 22.5K engagements

@DimitryNakhla
/creator/twitter::DimitryNakhla