[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @DimitryNakhla Dimitry Nakhla | Babylon Capital® Dimitry Nakhla, associated with Babylon Capital, has been discussing various high-quality stocks on Twitter. The most notable stocks mentioned include Fair Isaac ($FICO), Copart ($CPRT), and MSci Inc ($MSCI), which have shown impressive growth, profitability, and FCF margins. Additionally, Nakhla has highlighted stocks that have reduced their share count, such as Adobe ($ADBE) and Google ($GOOGL), which can boost EPS. ### Engagements: XXXXX [#](/creator/twitter::536792998/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXX +124% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXX +145% ### Mentions: XX [#](/creator/twitter::536792998/posts_active)  - X Week XXX +13% - X Month XXX -XXXX% - X Months XXX -XX% - X Year XXXXX +128% ### Followers: XXXXXX [#](/creator/twitter::536792998/followers)  - X Week XXXXXX +0.60% - X Month XXXXXX +3.10% - X Months XXXXXX +14% - X Year XXXXXX +48% ### CreatorRank: XXXXXXX [#](/creator/twitter::536792998/influencer_rank)  ### Social Influence [#](/creator/twitter::536792998/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXX% [technology brands](/list/technology-brands) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [luxury brands](/list/luxury-brands) XXXX% [automotive brands](/list/automotive-brands) XXXX% [exchanges](/list/exchanges) XXXX% **Social topic influence** [over the](/topic/over-the) 2.11%, [stocks](/topic/stocks) #2982, [$cprt](/topic/$cprt) #17, [$bkng](/topic/$bkng) #1, [$fico](/topic/$fico) #18, [cagr](/topic/cagr) #38, [$tdg](/topic/$tdg) #2, [asml](/topic/asml) #122, [$asml](/topic/$asml) #67, [$ice](/topic/$ice) #20 **Top accounts mentioned or mentioned by** [@nfrosinha](/creator/undefined) [@jomasilva88](/creator/undefined) [@longtermloren](/creator/undefined) [@thelongaj](/creator/undefined) [@sojustfollowme](/creator/undefined) [@princeofgoodt](/creator/undefined) [@wisedelcapital](/creator/undefined) [@rhaej](/creator/undefined) [@biopadawan](/creator/undefined) [@m7md7mmad](/creator/undefined) [@fred_abyss](/creator/undefined) [@llamabravo](/creator/undefined) [@rushhhhs](/creator/undefined) [@shivamkashan](/creator/undefined) [@alerts_bullish](/creator/undefined) [@bruss008](/creator/undefined) [@qualityinvest5](/creator/undefined) [@leveragevaluep](/creator/undefined) [@robtvdc](/creator/undefined) [@bhavustoks](/creator/undefined) **Top assets mentioned** [Copart, Inc. (CPRT)](/topic/$cprt) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Fair Isaac, Corp. (FICO)](/topic/$fico) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Decentral Games ICE (ICE)](/topic/$ice) [Msci Inc (MSCI)](/topic/msci-inc) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Roper Technologies Inc (ROP)](/topic/$rop) [MercadoLibre Inc (MELI)](/topic/$meli) [Intuit Inc. (INTU)](/topic/$intu) [Mastercard, Inc. (MA)](/topic/$ma) [NVR, Inc. (NVR)](/topic/nvr-inc) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [Microsoft Corp. (MSFT)](/topic/$msft) [S&P Global Inc (SPGI)](/topic/$spgi) [Airbnb Inc (ABNB)](/topic/$abnb) [Adappter Token (ADP)](/topic/$adp) [Zoetis Inc (ZTS)](/topic/$zts) [Ferrari N.V. (RACE)](/topic/$race) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Johnson & Johnson (JNJ)](/topic/$jnj) [Salesforce Inc (CRM)](/topic/salesforce) [Cream (CRM)](/topic/$crm) [Apple, Inc. (AAPL)](/topic/$aapl) [Old Dominion Freight Line Inc (ODFL)](/topic/$odfl) [Neurobro (BRO)](/topic/$bro) [Synopsys, Inc. (SNPS)](/topic/$snps) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Intercontinental Exchange Inc (ICE)](/topic/intercontinental-exchange) [Factset Research Systems, Inc. (FDS)](/topic/$fds) [KLA Corp (KLAC)](/topic/kla-corp) [Applovin Corporation (APP)](/topic/applovin) [GE Vernova Inc. (GEV)](/topic/$gev) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Philip Morris International Inc. (PM)](/topic/$pm) [Howmet Aerospace Inc (HWM)](/topic/$hwm) [CENTURY COMMUNITIES, INC. (CCS)](/topic/$ccs) [Loar Holdings Inc. (LOAR)](/topic/$loar) [Fortinet Inc (FTNT)](/topic/$ftnt) [Nasdaq Inc (NDAQ)](/topic/$ndaq) [Danaher Corporation (DHR)](/topic/$dhr) [Adobe, Inc. (ADBE)](/topic/$adbe) ### Top Social Posts [#](/creator/twitter::536792998/posts) --- Top posts by engagements in the last XX hours "A quality valuation analysis on $ICE 🧘🏽♂ NTM P/E Ratio: 22.13x 5-Year Mean: 22.31x NTM FCF Yield: XXXX% 5-Year Mean: XXXX% As you can see $ICE appears to be trading slightly near fair value Going forward investors can expect to receive about the same in earnings per share & X% MORE in FCF per share🧠*** Before we get into valuation lets take a look at why $ICE is a quality business BALANCE SHEET Cash & Equivalents: $1.00B Long-Term Debt: $17.36B $ICE has an OK balance sheet an A- S&P Credit Rating & 5.78x FFO Interest Coverage RETURN ON CAPITAL 2020: XXX% 2021: XXX% 2022: XXX% 2023: 7.5%" [X Link](https://x.com/DimitryNakhla/status/1975871878754431097) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-08T10:32Z 15.6K followers, 7051 engagements "Fair Isaac $FICO Stock in X Charts 📊 X. Last X years $FICO revenue rose +49% ($634M) while cost of sales DECREASED -XXX% ($9M) X. A -XX% decrease in shares outstanding & +26% CAGR in basic EPS X. FCF Margins nearly tripled since 2015 X. Steady increase in ROCE" [X Link](https://x.com/DimitryNakhla/status/1961398492628177113) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-08-29T12:00Z 15.6K followers, 12.4K engagements "Intuitive Surgical is down nearly -XX% from highs Despite this $ISRG still trades for a substantial premium relative to growth (50x NTM EPS & XXXX% Forward FCF Yield) $ISRG is a great business yet it may soon face fresh competition from $JNJ OTTAVA system🤖 $XXX 🎯" [X Link](https://x.com/DimitryNakhla/status/1967904692501189103) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-09-16T10:53Z 15.6K followers, 8585 engagements "ASML Holding stock is back at $1000 Despite multiple -XX% drawdowns $ASML has delivered +162% return over the past X years challenging even the most steadfast investors A deep understanding of the business coupled with strong conviction makes enduring volatility worthwhile" [X Link](https://x.com/DimitryNakhla/status/1973463963414438208) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-01T19:04Z 15.6K followers, 20.2K engagements "4. Amazon $AMZN +35%" [X Link](https://x.com/DimitryNakhla/status/1978084905113276612) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-14T13:06Z 15.6K followers, XXX engagements "Copart has $4.79B in Cash & $X LT Debt 💵 Factoring in its cash balance $CPRT trades for 25.65x NTM earnings Not so bad for a wide-moat leader that operates in a duopoly with a proven track record of excellent capital allocation & acting in the best interest of shareholders" [X Link](https://x.com/DimitryNakhla/status/1966454749697392859) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-09-12T10:52Z 15.6K followers, 14.6K engagements "4. Booking Holdings $BKNG (Tue PM) 🗓 REV Est: $1.93B (+11.7%) 🗓 EPS Est: $XXXX (+33.8%) 💵 NTM P/E: 25x 27x avg 💵 NTM FCF Yield: XXX% XXX% avg Since 2015 $BKNG EPS has grown at a +15% CAGR accompanied by a -XX% reduction in shares outstanding" [X Link](https://x.com/DimitryNakhla/status/1949081124174479632) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-07-26T12:15Z 15.6K followers, XXX engagements "On Friday doomsayers emerged from hibernation prompting a question: If a notable sell-off immediately sparks widespread calls for a market top perhaps the top isnt in yet Nobody can predict how the week will unfold. Could markets fall further Yes. Could strong earnings & upbeat guidance drive markets higher Yes. As an investor your focus should be on identifying companies to accumulate and pinpointing levels where the risk-reward tilts strongly in your favor. X is a powerful research tool. Yet its not immune to herd mentality so guard your psycheit can influence you even subconsciously" [X Link](https://x.com/DimitryNakhla/status/1977549173705539887) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-13T01:37Z 15.6K followers, 6098 engagements "Constellation Softwares revenue breakdown reveals over XX% comes from recurring sources with maintenance and other recurring revenue growth outpacing all other segments over the past decade 🌌 $CSU $CNSWF" [X Link](https://x.com/DimitryNakhla/status/1957498273796690276) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-08-18T17:42Z 15.6K followers, 11.3K engagements "Todays OpenAI DevDay Event Launch partners for the new ChatGPT app which directly integrates features with major brands $BKNG named as one of the partners empowering seamless reservations purchases and queries within ChatGPT" [X Link](https://x.com/DimitryNakhla/status/1975260347037630549) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-06T18:02Z 15.6K followers, 7360 engagements "11. AppLovin $APP +83%" [X Link](https://x.com/DimitryNakhla/status/1978084947626754409) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-14T13:06Z 15.6K followers, 1819 engagements "Copart is in its largest drawdown (-31%) since the 2022 bear market Adjusted for cash $CPRT now trades for 23x" [X Link](https://x.com/DimitryNakhla/status/1977714695508283491) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-13T12:35Z 15.6K followers, 111K engagements "5 Quality Stocks Trading at Lower P/E & Higher FCF Yield Than 5-Year Average Forecasted 3-Year EPS CAGR* LTM ROIC 💵 X ASML Holding $ASML ☀ Avg P/E: 35x Avg FCF Yield: XXX% NTM P/E: 29x NTM FCF Yield: XXX% EPS CAGR: XX% LTM ROIC: XX% X MSCI Inc $MSCI 🌐 Avg P/E: 42x Avg FCF Yield: XXX% NTM P/E: 31x NTM FCF Yield: XXX% EPS CAGR: XX% LTM ROIC: XX% X Salesforce $CRM 📊 Avg P/E: 42x Avg FCF Yield: XXX% NTM P/E: 22x NTM FCF Yield: XXX% EPS CAGR: XX% LTM ROIC: XX% X Copart $CPRT 🚘 Avg P/E: 33x Avg FCF Yield: XXX% NTM P/E: 29x NTM FCF Yield: XXX% EPS CAGR: XX% LTM ROIC: XX% X MercadoLibre $MELI" [X Link](https://x.com/DimitryNakhla/status/1934601836771660036) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-06-16T13:19Z 15.6K followers, 14.9K engagements "@SoJustFollowMe Brian Jellison was a rockstar $ROP remarkable transformation over the past two decades is a testament to his brilliance" [X Link](https://x.com/DimitryNakhla/status/1974196112547549404) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-03T19:33Z 15.6K followers, 1722 engagements "TransDigm is an excellent business $TDG ✈ Following a -XX% drop after this mornings earnings report its now trading at 34x NTM estimates $TDG becomes particularly compelling around $1260 -XX% below todays price equating to 31x NTM estimates" [X Link](https://x.com/DimitryNakhla/status/1952810030517965112) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-08-05T19:12Z 15.6K followers, 11.7K engagements "20 High-Quality Stocks NTM P/E 2-Year EPS CAGR Estimates* PEG Ratio XXXX 💵 $MELI 39x XX% XXXX $GEV 59x XX% XXXX $BKNG 21x XX% XXXX $ABNB 27x XX% XXXX $AMZN 31x XX% XXXX $GOOG 23x XX% XXXX $ICE 22x XX% XXXX $META 24x XX% XXXX $MSFT 32x XX% XXXX $LRCX 29x XX% XXXX $INTU 28x XX% XXXX $MA 32x XX% XXXX $PM 20x XX% XXXX $V 28x XX% XXXX $ASML 35x XX% XXXX $FICO 48x XX% XXXX $TDG 32x XX% XXXX $CPRT 26x XX% XXXX $SPGI 26x XX% XXXX $MSCI 30x XX% XXXX ___ *EPS CAGR Estimates XX - 28" [X Link](https://x.com/DimitryNakhla/status/1977029215284240635) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-11T15:11Z 15.6K followers, 13.8K engagements "Heres a lesser-known quality compounder worth adding to your watchlist: Howmet Aerospace $HWM 🛩 A $10000 investment in $HWM X years ago would be worth $102140 today Below is the companys revenue breakdown across its four key segments Net income margins have significantly expanded since 2020 ___ $HWM return metrics: LTM ROIC: XX% LTM ROCE: XX% LTM ROE: XX% ___ $HWM financial position: Total cash & short-term inv: $545M Long-term debt: $3.25B FFO interest coverage ratio: 8.84x S&P Credit Rating: BBB+" [X Link](https://x.com/DimitryNakhla/status/1977402502506020938) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-12T15:54Z 15.6K followers, 8280 engagements "Np thanks for your question Heres how: $MELI Mean P/E ratio over the analyzed period is 46.42x & its NTM P/E ratio is 39.87x So for every $XXX you invest on average youd receive $XXXX in Earnings ($100/45.42) Today for every $XXX you invest youd receive $XXXX in Earnings ($100/39.87) So you have $XXXX - $XXXX = $XXXX MORE than the average & to calculate the percentage you just divide $XXXX / $XXXX = XXXXX (or 16%) Hope this helps 👍🏽" [X Link](https://x.com/DimitryNakhla/status/1975306326898008481) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-06T21:05Z 15.6K followers, XXX engagements "As earnings season ramps up next week is packed with scheduled reports 🗓 Lets dive into the earnings expectations valuations & business segments for XX standout quality stocks Food for thought over the weekend🧵" [X Link](https://x.com/DimitryNakhla/status/1946317806405931102) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-07-18T21:15Z 15.6K followers, 14.9K engagements "A quality valuation analysis on $AMZN 🧘🏽♂ NTM P/OCF Ratio: 14.13x 5-Year Mean: 22.10x NTM FCF Yield: XXXX% 5-Year Mean: XXXX% As you can see $AMZN appears to be slightly undervalued using P/OCF Going forward investors can expect to receive XX% MORE in operating cash flow & XX% LESS in FCF per share🧠*** Before we get into valuation lets take a look at why $AMZN is a quality business BALANCE SHEET✅ Cash & Equivalents: $93.18B Long-Term Debt: $57.92B $AMZN has an excellent balance sheet an AA S&P Credit Rating & 54x FFO Interest Coverage Ratio RETURN ON CAPITAL / ✅ 2020: XXXX% 2021: 8.9%" [X Link](https://x.com/DimitryNakhla/status/1973390618056331623) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-01T14:12Z 15.6K followers, 17.9K engagements "Triple Frond Partners 13F as of Q2 2025 💵 Notable adds: $META $CCS Notable sales: $TDG Source: Dataroma" [X Link](https://x.com/DimitryNakhla/status/1955740774089244812) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-08-13T21:18Z 15.6K followers, 4283 engagements "15 Quality Stocks ROIC XX% Annually Last X Years Avg ROIC 5-Year EPS CAGR 💵 💳 Visa $V XX% XX% 📸 Meta $META XX% XX% 📱 Apple $AAPL XX% XX% ☀ ASML $ASML XX% XX% 🚘 Copart $CPRT XX% XX% 🏢 NVR Inc $NVR XX% XX% 🖱 Google $GOOG XX% XX% 🌐 MSCI Inc $MSCI XX% XX% 💸 Mastercard $MA XX% XX% 🏦 Fair Isaac $FICO XX% XX% 💾 Microsoft $MSFT XX% XX% 💽 Taiwan Semi $TSM XX% XX% 🧬 Novo Nordisk $NVO XX% XX% 💰Automatic Data $ADP XX% XX% 🖨 Lam Research $LRCX XX% 16%" [X Link](https://x.com/DimitryNakhla/status/1921202789075636505) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-05-10T13:56Z 15.6K followers, 18.5K engagements "@DragonFieldInvt Well saidgiven its quality cash reserves & land value it seems the bulk of $CPRT multiple compression has already occurred" [X Link](https://x.com/DimitryNakhla/status/1978185036521263284) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-14T19:44Z 15.6K followers, XXX engagements "A quality valuation analysis on $MELI 🧘🏽♂ NTM P/E Ratio: 39.87x P/E Ratio Mean: 46.42x As you can see $MELI appears to be trading below fair value Going forward investors can receive XX% MORE in earnings per share 🧠*** Before we get into valuation lets take a look at why $MELI is a great business BALANCE SHEET✅ Cash & Short-Term Inv: $3.98B Long-Term Debt: $3.43B $MELI has a strong balance sheet a BB+ S&P Credit Rating & 52x FFO Interest Coverage RETURN ON CAPITAL➡✅ 2020: XXX% 2021: XXX% 2022: XXXX% 2023: XXXX% 2024: XXXX% LTM: XXXX% RETURN ON EQUITY➡✅ 2020: (0.1%) 2021: XXX% 2022: 28.7%" [X Link](https://x.com/DimitryNakhla/status/1975202458872709226) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-06T14:12Z 15.6K followers, 25.7K engagements "10 Quality Stocks Flying Under The Radar With Market Capitalizations Below $50B 💸 🏢 NVR Inc $NVR 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ 🚛 Old Dominion Freight $ODFL 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ 💼 Brown & Brown $BRO 10-Year Rev CAGR: XXXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ 🚜 Tractor Supply $TSCO 10-Year Rev CAGR: XXXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ ⚗ Graco $GGG 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ 🧐 FactSet Research $FDS 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: 11.1%" [X Link](https://x.com/DimitryNakhla/status/1780951722837377241) [@DimitryNakhla](/creator/x/DimitryNakhla) 2024-04-18T13:29Z 15.6K followers, 47.1K engagements "TransDigm $TDG Stock in X Charts 📊 X. $TDG FCF CAGR +15.2% X. $TDG EPS CAGR +14.8% X. Strong business performance across the companys two main segments X. Incredibly strong & steady margins" [X Link](https://x.com/DimitryNakhla/status/1978931323952676979) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-16T21:09Z 15.6K followers, 4924 engagements "Roper Technologies a top holding of Chuck Akre (8% allocation as of Q2 XX 13F) now trades near its lowest valuation in X years The last time $ROP traded for 23x & a XXX% FCF Yield was during the extended 2022 bear market" [X Link](https://x.com/DimitryNakhla/status/1974194355163615560) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-03T19:26Z 15.6K followers, 37.8K engagements "5. Automatic Data $ADP (Wed AM) 🗓 REV Est: $5.05B (+5.8%) 🗓 EPS Est: $XXXX (+6.2%) 💵 NTM P/E: 29x 28x avg 💵 NTM FCF Yield: XXX% XXX% avg Over XX% of $ADP revenue is recurring with Employer Services Revenue growth accelerating in recent years" [X Link](https://x.com/DimitryNakhla/status/1949081130277167262) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-07-26T12:15Z 15.6K followers, XXX engagements "@10xwithakshay I believe $TDG still has an attractive acquisition runway ahead (though it may not match the exceptional growth of the past decade) Yes $LOAR is a strong business yet its a bit rich today at 90x and a XXX% FCF Yield (NTM)" [X Link](https://x.com/DimitryNakhla/status/1972655008911852018) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-09-29T13:29Z 15.6K followers, XXX engagements "Constellation Software drawdowns $CSU 🌌" [X Link](https://x.com/DimitryNakhla/status/1957819667076055429) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-08-19T14:59Z 15.6K followers, 5524 engagements "10 Quality Stocks FCF CAGR XX% Past X Years That Trade for Cheaper P/FCF Today💵* 💸 Visa $V XX% CAGR 💳 Mastercard $MA XX% CAGR 🌐 MSCI Inc $MSCI XX% CAGR 👾 Synopsys $SNPS XX% CAGR 🖱 Google $GOOG XX% CAGR ☀ ASML $ASML XX% CAGR 📊 Salesforce $CRM XX% CAGR 🚘 Copart $CPRT XX% CAGR 🤖 Nvidia $NVDA XX% CAGR 🤝 MercadoLibre $MELI XX% CAGR ___ *NTM FCF Yield vs exactly X years ago" [X Link](https://x.com/DimitryNakhla/status/1936108686541537319) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-06-20T17:07Z 15.6K followers, 16.7K engagements "A quality valuation analysis on $BKNG 🧘🏽♂ NTM P/E Ratio: 21.72x Mean: 20.20x NTM FCF Yield: XXXX% Mean: XXXX% As you can see $BKNG appears to be trading near fair value Going forward investors can receive X% LESS in earnings per share & X% MORE in FCF per share 🧠*** Before we get into valuation lets take a look at why $BKNG is a great business BALANCE SHEET✅ Cash & Short-Term Inv: $17.59B Long-Term Debt: $17.47B $BKNG has a strong balance sheet an A- S&P Credit Rating & 5x FFO Interest Coverage Ratio RETURN ON CAPITAL✅ 2020: XXX% 2021: XXXX% 2022: XXXX% 2023: XXXX% 2024: XXXX% LTM: 66.0%" [X Link](https://x.com/DimitryNakhla/status/1976704546211758361) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-10T17:41Z 15.6K followers, 6262 engagements "Intercontinental Exchange deserves to be re-rated & trade for 24x - 26x 💸 X. $ICE increased revenues annually past XX years X. $ICE increased FCF in XX of last XX years X. $ICE increased Normalized EPS annually past XX years Formidable moat & highly predictable business" [X Link](https://x.com/DimitryNakhla/status/1966251736873709754) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-09-11T21:25Z 15.6K followers, 10.3K engagements "@PrinceOfGoodT Medium outlook X% - XX% seems reasonable -- Also $CPRT owns plenty of land and the value of their land is understated on the balance sheet" [X Link](https://x.com/DimitryNakhla/status/1977786697455915123) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-13T17:21Z 15.6K followers, XXX engagements "@PrinceOfGoodT @SoJustFollowMe Yes I believe $CSU surpasses $ROP in quality It will be intriguing to see if the market grants $CSU the same premium it enjoyed under Mark Leonard as investor confidence gradually rebuilds" [X Link](https://x.com/DimitryNakhla/status/1974483582665068871) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-04T14:35Z 15.6K followers, XXX engagements "10. NVR Inc $NVR 🏢 Share Reduction: -XX% EPS Boost: +23% EPS CAGR: +16%" [X Link](https://x.com/DimitryNakhla/status/1945159521468358942) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-07-15T16:32Z 15.6K followers, 2171 engagements "5 High-Quality Stocks Near 52-Week Lows 💸 X. Zoetis $ZTS 🐶 X. Copart $CPRT 🚘 X. Fortinet $FTNT 🤖 X. Fair Isaac $FICO 🏦 X. Constellation Software $CSU.TO $CNSWF 🌠" [X Link](https://x.com/DimitryNakhla/status/1956318035494449375) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-08-15T11:32Z 15.6K followers, 15.5K engagements "2. MSCI Inc $MSCI (Tue AM) 🗓 REV Est: $767.15M (+8.3%) 🗓 EPS Est: $XXXX (+13.1%) 💵 NTM P/E: 33x 36x avg 💵 NTM FCF Yield: XXX% XXX% avg Over XX% of $MSCIs total revenue is recurring" [X Link](https://x.com/DimitryNakhla/status/1946317819865395342) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-07-18T21:15Z 15.6K followers, 1325 engagements "5. Booking Holdings $BKNG ✈ (2022) Multiple compression: 26x ➡ 14x Headlines: $BKNG expected to post quarterly loss analysts bearish on companys earnings prospects fear of rising rates gas prices and possible recession Return since peak compression: +229%" [X Link](https://x.com/DimitryNakhla/status/1954211376928305170) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-08-09T16:01Z 15.6K followers, 3029 engagements "10 Forward (NTM) FCF Yields Over 4.00%💰 X. $SPGI XXXX% X. $NDAQ XXXX% X. $CSU XXXX% X. $ADP XXXX% X. $DHR XXXX% X. $ROP XXXX% X. $ICE XXXX% X. $BRO XXXX% X. $BKNG XXXX% XX. $ADBE 6.40%" [X Link](https://x.com/DimitryNakhla/status/1971177610714677732) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-09-25T11:38Z 15.6K followers, 13.1K engagements "@GiuseppeSanta2 Many of the financial data & stock exchanges stocks traded down in sympathy with $FDS after its quarterly report (overreaction in several names)" [X Link](https://x.com/DimitryNakhla/status/1969009716278751338) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-09-19T12:04Z 15.6K followers, 2327 engagements "S&P Global now trades at a X% FCF Yield (NTM) $SPGI" [X Link](https://x.com/DimitryNakhla/status/1969007476243574932) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-09-19T11:55Z 15.6K followers, 38.6K 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 🚘" [X Link](https://x.com/DimitryNakhla/status/1926676539715846357) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-05-25T16:27Z 15.6K followers, 16.3K engagements "A quality valuation analysis on $ABNB 🧘🏽♂ NTM P/E Ratio: 28.17x 3-Year Mean: 32.18x NTM FCF Yield: XXXX% 3-Year Mean: XXXX% As you can see $ABNB appears to be trading below fair value Going forward investors can expect to receive XX% MORE in earnings per share & XX% MORE in FCF per share🧠*** Before we get into valuation lets take a look at why $ABNB is a quality business BALANCE SHEET✅ Cash & Equivalents: $11.36B Long-Term Debt: $X $ABNB has an excellent balance sheet RETURN ON CAPITAL❌➡✅ 2020: (65.7%) 2021: XXX% 2022: XXXX% 2023: XXXX% 2024: XXXX% LTM: XXXX% RETURN ON EQUITY❌➡✅ 2020:" [X Link](https://x.com/DimitryNakhla/status/1978463778862772619) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-15T14:11Z 15.6K followers, 3979 engagements "3. Mastercard $MA +35%" [X Link](https://x.com/DimitryNakhla/status/1978084900818366567) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-14T13:06Z 15.6K followers, XXX engagements "For the investor a too-high purchase price for the stock of an excellent company can undo the effects of a subsequent decade of favorable business developments Warren Buffett Appreciate the constant reminders on names like $ODFL $RACE $ZTS & $EL which have seen sharp multiple contraction Its remarkable how often the market often justifies lofty multiples despite insufficient growth to support them Valuation (*relative to growth*) doesnt matter until it does" [X Link](https://x.com/DimitryNakhla/status/1977899154773827877) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-14T00:48Z 15.6K followers, 2221 engagements "$MELI briefly traded for 39x a multiple last seen during the April XX bear market 💵 Analyst EPS Est: 2025: $XXXXX (+18% YoY) 2026: $XXXXX (+49% YoY) 2027: $XXXXX (+34% YoY) 2028: $XXXXXX (+38% YoY) Even if $MELI XX EPS is $XXX & trades for 33x XX% CAGR potential" [X Link](https://x.com/DimitryNakhla/status/1974102068651831589) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-03T13:19Z 15.6K followers, 28.4K engagements "1. Google $GOOG $GOOGL ☁ Current Drawdown: -XX% NTM P/E: 20x PEG: 1.65x" [X Link](https://x.com/DimitryNakhla/status/1945823738965925950) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-07-17T12:31Z 15.6K followers, 1838 engagements "10. Google $GOOG $GOOGL +72%" [X Link](https://x.com/DimitryNakhla/status/1978084940378939561) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-14T13:06Z 15.6K followers, 1609 engagements "1. Roper Technologies $ROP (Mon AM) 🗓 REV Est: $1.93B (+12.2%) 🗓 EPS Est: $XXXX (+7.8%) 💵 NTM P/E: 27x 29x avg 💵 NTM FCF Yield: XXX% XXX% avg Recurring revenue has grown faster than overall revenue" [X Link](https://x.com/DimitryNakhla/status/1946317811770380664) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-07-18T21:15Z 15.6K followers, 1273 engagements "Incremental margin measures how much of each additional revenue dollar becomes profit reflecting a companys efficiency in converting growth to net income Its a useful metric for identifying businesses that scale effectively with revenue strongly boosting the bottom line Here are XX quality companies & their incremental margin % over the past X years🧵" [X Link](https://x.com/DimitryNakhla/status/1978084885215461812) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-14T13:06Z 15.6K followers, 5022 engagements "Booking Holdings stock trades at 22x NTM EPS estimates with expected mid-teens earnings growth over the coming years $BKNG has also reduced its shares outstanding an impressive -XX% over the past XX years" [X Link](https://x.com/DimitryNakhla/status/1975229550415200578) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-06T15:59Z 15.6K followers, 22.2K engagements "Fair Isaac $FICO Q3 2025 Report 🗓 ✅ REV: $536M (+20% YoY) ✅ EPS: $XXXX (+37% YoY) 💵 FCF $276M (+34% YoY) 📊 Scores $324M (+34% YoY)" [X Link](https://x.com/DimitryNakhla/status/1950653446488768826) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-07-30T20:23Z 15.6K followers, 8023 engagements "15. Coinbase $COIN (Thu PM) 🗓 REV Est: $1.57B (+8.3%) 🗓 EPS Est: $XXXX (+7.5%) 💵 NTM P/E: 70x 47x avg 💵 NTM FCF Yield: XXX% XXX% avg Total subscription and services revenue growth has been impressive" [X Link](https://x.com/DimitryNakhla/status/1949081197725749294) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-07-26T12:15Z 15.6K followers, 2112 engagements "7. NVIDIA $NVDA +40%" [X Link](https://x.com/DimitryNakhla/status/1978084922792268066) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-14T13:06Z 15.6K followers, XXX engagements "10. KLA Corp $KLAC 📠 LTM P/E: 29.43x 3-Year EPS CAGR Estimate: XXXXX% PEG: 1.82" [X Link](https://x.com/DimitryNakhla/status/1897264093473464733) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-03-05T12:33Z 15.6K followers, 3690 engagements "5. Intuit $INTU +36%" [X Link](https://x.com/DimitryNakhla/status/1978084910691663929) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-14T13:06Z 15.6K followers, XXX engagements "Intercontinental Exchange has compounded its FCF at an impressive XXXX% CAGR over the last XX years 💸 Today $ICE entered correction territory down -XX% from its highs and now trades at a more than reasonable XXXX% FCF yield (NTM) 💵" [X Link](https://x.com/DimitryNakhla/status/1969092782980493410) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-09-19T17:34Z 15.6K followers, 7998 engagements "$FDS FactSet Research Systems is one of those steady compounders 📈📉 In the last XX years: Revenues CAGR +11.91% Growth in 20/20 years ✅ Net Income CAGR: +11.85% Growth in 18/20 years ✅ Dividends CAGR: +17.44% Growth in 20/20 years ✅ #stocks #investing" [X Link](https://x.com/DimitryNakhla/status/1787567648319975778) [@DimitryNakhla](/creator/x/DimitryNakhla) 2024-05-06T19:38Z 15.6K followers, 5553 engagements "Intuit $INTU Reports a Strong Q3 🎯 ✅ Rev: $7.75B vs $7.56B (est) +15% YoY ✅ EPS: $XXXXX vs $XXXXX (est) +18% YoY ___ Revenue Breakdown 📊 Small Business: $2.8B +19% YoY Consumer Group: $4.0B +11% YoY Pro Tax: $278M +9% YoY Credit Karma: $579M +31% YoY Guidance" [X Link](https://x.com/DimitryNakhla/status/1925645740195393583) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-05-22T20:11Z 15.6K followers, 7818 engagements "A quality valuation analysis on $GOOG 🧘🏽♂ NTM P/E Ratio: 25.21x 10-Year Mean: 23.36x NTM FCF Yield: XXXX% 10-Year Mean: XXXX% As you can see $GOOG appears to be trading slightly below fair value on an earnings basis (FCF Yield not best metric due to ongoing heavy CapEx) Going forward investors can receive X% LESS in earnings per share & XX% LESS in FCF per share 🧠*** Before we get into valuation lets take a look at why $GOOG is a great business BALANCE SHEET✅ Cash & Short-Term Inv: $95.15B Long-Term Debt: $23.61B $GOOG has a strong balance sheet an AA+ S&P Credit Rating & 332x FFO Interest" [X Link](https://x.com/DimitryNakhla/status/1975560482938384750) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-07T13:54Z 15.6K followers, 12.3K engagements "$RACE CAGR potential assuming 2027 EPS estimate is met: 42x P/E: $483💵 XXXX% CAGR 40x P/E: $460💵 XXX% CAGR 38x P/E: $437💵 XXX% CAGR XX P/E: $414💵 XXX% CAGR 34x P/E: $391💵 XXX% CAGR *Assuming 2027 EPS Est of $XXXXX *Includes Dividend" [X Link](https://x.com/DimitryNakhla/status/1976713558999417081) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-10T18:16Z 15.6K followers, 5019 engagements "@SoJustFollowMe What makes $AMZN your favorite company in the world $MSFT a close second" [X Link](https://x.com/DimitryNakhla/status/1973483581965213897) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-01T20:22Z 15.6K followers, XXX engagements "ASML Holding $ASML Q3 2025 earnings 🗓 REV: XXXX vs 7.74B est ✅ EPS: XXXX vs XXXX est Quarterly net bookings Q3 of 5.4B (3.6B EUV) Outlook Q4 2025 Revenue 9.2B - 9.8B vs 9.3B est" [X Link](https://x.com/DimitryNakhla/status/1978331647511609657) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-15T05:26Z 15.6K followers, 10.2K engagements "Fair Isaac is well-positioned to capitalize on a potential mortgage rate refinancing surge 💵 $FICO" [X Link](https://x.com/DimitryNakhla/status/1975998016407621903) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-08T18:53Z 15.6K followers, 10.2K engagements "16. KLA Corp $KLAC (Thu PM) 🗓 REV Est: $3.08B (+19.8%) 🗓 EPS Est: $XXXX (+29.3%) 💵 NTM P/E: 27x 21x avg 💵 NTM FCF Yield: XXX% XXX% avg Services revenue constitutes XX% of $KLAC total revenue" [X Link](https://x.com/DimitryNakhla/status/1949081203958579615) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-07-26T12:15Z 15.6K followers, 2025 engagements ": ✅ X. Dominos Pizza $DPZ 🍕 _______ : ✅ X. Texas Instruments $TXN 🧮 _______ : ✅ X. NVR Inc $NVR 🏠 _______ : ✅ X. VeriSign $VRSN _______ : ✅ X. Home Depot $HD 🔨 _______ : ✅ X. Zoetis $ZTS 🐩 X. Graco Inc $GGG 📏 X. Mastercard $MA 💳 X. Philip Morris $PM 🚬 XX. Lam Research $LRCX 🖥 XX. Veeva Systems $VEEV 👨🏽💻 XX. Colgate-Palmolive $CL 🧴 XX. Waters Corporation $WAT 🚾 _______ : ✅ XX. Hershey $HSY 🍫 XX. Amgen $AMGN 🧬 XX. MSCI Inc $MSCI 🏪 XX. KLA Corp $KLAC 💻 XX. Microsoft $MSFT XX. Alphabet $GOOG 👨🏽💻 XX. Yum Brands $YUM 🌮 XX. Factset Research $FDS 📈 XX. West Pharmaceutical $WST" [X Link](https://x.com/DimitryNakhla/status/1672334626872852481) [@DimitryNakhla](/creator/x/DimitryNakhla) 2023-06-23T20:03Z 15.6K followers, 89K engagements "Booking Holdings stock trades at 20x NTM EPS estimates with a projected XX% EPS CAGR from 2026-2028 💵 If $BKNG meets 2028s $XXX EPS estimate heres its potential CAGR: 24x XXXX% 23x XXXX% 22x XXXX% 21x XXXX% 20x XXXX% 19x 8.8%" [X Link](https://x.com/DimitryNakhla/status/1979274297664500105) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-17T19:52Z 15.6K followers, 2681 engagements "9. Fair Isaac $FICO +56%" [X Link](https://x.com/DimitryNakhla/status/1978084934301495427) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-14T13:06Z 15.6K followers, XXX engagements "2. TransDigm $TDG +34%" [X Link](https://x.com/DimitryNakhla/status/1978084895445410260) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-14T13:06Z 15.6K followers, 1047 engagements "4. Meta Platforms $META 📸 (2023) Multiple compression: 35x ➡ 9x Headlines: $META crashes due to weak holiday quarter & significantly more costs earnings misses questions about growth revenue projections less than X% Return since peak compression: +351%" [X Link](https://x.com/DimitryNakhla/status/1954211368640323799) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-08-09T16:01Z 15.6K followers, 1554 engagements "A quality valuation analysis on $TDG 🧘🏽♂ NTM P/E Ratio: 32.04x 3-Year Mean: 33.08x NTM FCF Yield: XXXX% 3-Year Mean: XXXX% As you can see $TDG appears to be trading near fair value Going forward investors can receive X% MORE in earnings per share & X% MORE in FCF per share🧠*** Before we get into valuation lets take a look at why $TDG is an good business BALANCE SHEET Cash & Short Term Inv: $2.81B Long-Term Debt: $24.00B $TDG has an ok balance sheet & 1.59x FFO Interest Coverage Ratio (though small its highest ratio in the past X years) RETURN ON CAPITAL➡✅ 2021: XXX% 2022: XXXX% 2023: 15.9%" [X Link](https://x.com/DimitryNakhla/status/1972335511625712013) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-09-28T16:20Z 15.6K followers, 7162 engagements "10 Quality Stocks Flying Under The Radar 💵 🖥 CDW Corp $CDW 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🗳 Broadridge Financial $BR 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🏦 Fair Isaac Corp $FICO 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🚾 Agilent Technologies $A 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🏢 NVR Inc $NVR 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🚿 A O Smith $AOS 5-Year EPS CAGR: XXX% LTM ROIC: XXXX% 📈 FactSet Research $FDS 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🪫 Amphenol $APH 5-Year EPS CAGR: XXX% LTM ROIC: XXXX% 🏥 Medpace $MEDP 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🏊🏼♂ Pool Corp" [X Link](https://x.com/DimitryNakhla/status/1787863362807660572) [@DimitryNakhla](/creator/x/DimitryNakhla) 2024-05-07T15:13Z 15.6K followers, 12.1K engagements "2. MSCI Inc $MSCI 🌐 Current Drawdown: -XX% NTM P/E: 32x PEG: 2.88" [X Link](https://x.com/DimitryNakhla/status/1945823749866955095) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-07-17T12:31Z 15.6K followers, 2245 engagements "@SoJustFollowMe I view $RACE as a high-quality business yet its 35x40x multiple paired with high single-digit to low-teens growth gives me pause More attractive risk/reward opportunities exist elsewhere especially where returns rely less on elevated multiples relative to growth" [X Link](https://x.com/DimitryNakhla/status/1976716192372211934) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-10T18:27Z 15.6K followers, XXX engagements "TransDigm in its largest drawdown since 2022 & trades for a XXX% Forward FCF Yield $TDG 🛩" [X Link](https://x.com/DimitryNakhla/status/1964091581578821739) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-09-05T22:21Z 15.6K followers, 5437 engagements "8 Quality Stocks with Annual Double-Digit EPS Growth Over the Past 5-Years 5-Year EPS CAGR X. Microsoft $MSFT +18% ☁ X. Copart $CPRT +19% 🚘 X. MSCI Inc $MSCI +19% 🌐 X. Intuit $INTU +20% 🗂 X. Cadence Design $CDNS +22% 💾 X. Synopsys $SNPS +24% 👾 X. Veeva Systems $VEEV +25% 🖥 X. Fair Isaac $FICO +26% 🏦" [X Link](https://x.com/DimitryNakhla/status/1940064267857707119) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-07-01T15:05Z 15.6K followers, 10.7K engagements "10 Quality Stocks w/ Compelling FCF Yields Relative to Historical Averages & Growth 💵 X. $TDG XXXX% X. $MA XXXX% X. $CPRT XXXX% X. $INTU XXXX% X. $SPGI XXXX% X. $CSU XXXX% X. $ADP XXXX% X. $ICE XXXX% X. $BKNG XXXX% XX. $ABNB 6.12%" [X Link](https://x.com/DimitryNakhla/status/1979168345040511187) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-17T12:51Z 15.6K followers, 7030 engagements "@Pettichien Heightened competition from RB Global $RBA especially post-IAA acquisition may lead to a gradual softening of the competitive moat" [X Link](https://x.com/DimitryNakhla/status/1977715890536775873) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-13T12:39Z 15.6K followers, 2100 engagements "8. ASML Holding $ASML +47%" [X Link](https://x.com/DimitryNakhla/status/1978084929138266333) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-14T13:06Z 15.6K followers, XXX engagements "Fair Isaac $FICO Q3 2025 Report Estimates🗓 REV: $515.39M (+15% YoY) EPS: $XXXX (+23% YoY) Q3 2024 & FY Segments & KPIs 👇🏽 (FiscalAI)" [X Link](https://x.com/DimitryNakhla/status/1950594677046198663) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-07-30T16:29Z 15.6K followers, 11.7K engagements "9. Apple $AAPL 📱 Share Reduction: -XX% EPS Boost: +19% EPS CAGR: +15%" [X Link](https://x.com/DimitryNakhla/status/1945159515558584367) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-07-15T16:32Z 15.6K followers, 2281 engagements "ASML Holding $ASML is set to report Q3 2025 earnings in less than X hours 🗓 REV est: 7.74B (+4% YoY) EPS est: XXXX (+2% YoY)" [X Link](https://x.com/DimitryNakhla/status/1978202462839328783) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-14T20:53Z 15.6K followers, 6978 engagements "1. S&P Global $SPGI +33%" [X Link](https://x.com/DimitryNakhla/status/1978084890244436170) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-14T13:06Z 15.6K followers, 1206 engagements "Booking Holdings $BKNG is up +13% year-to-date yet its stock multiple compressed -X% compared to the start of 2025💰 While $BKNG trades at 23.26x NTM estimates its EPS CAGR is projected at an impressive XXXXX% from 2025-2028" [X Link](https://x.com/DimitryNakhla/status/1967887390997090562) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-09-16T09:44Z 15.6K followers, 7860 engagements "Booking Holdings $BKNG Q2 2025 Report 🗓 ✅ REV: $6.8B vs $6.6B est (+16% YoY) ✅ EPS: $XXXXX vs $XXXXX est (+32% YoY) 💵 FCF $3.1B (+32% YoY)" [X Link](https://x.com/DimitryNakhla/status/1950289673571729594) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-07-29T20:17Z 15.6K followers, 6222 engagements "@PrinceOfGoodT Haha its always good to err on the side of caution This creates a nice cushion / margin of safetyI believe $CPRT may face challenges sustaining low-teens growth over the next few years but I believe a steady X% - XX% CAGR is within reach for the next 2-3 years" [X Link](https://x.com/DimitryNakhla/status/1977761450899677653) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-10-13T15:40Z 15.6K followers, XXX engagements "Though Intuitive Surgical stock is down XX% from its highs it still trades at a lofty 52x NTM EPS Yes $ISRG is a wonderful business Yet its current valuation given growth estimates & looming competition from $JNJ Ottava offers little margin of safety for investors today" [X Link](https://x.com/DimitryNakhla/status/1970940927436116478) [@DimitryNakhla](/creator/x/DimitryNakhla) 2025-09-24T19:58Z 15.6K followers, 9542 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@DimitryNakhla Dimitry Nakhla | Babylon Capital®
Dimitry Nakhla, associated with Babylon Capital, has been discussing various high-quality stocks on Twitter. The most notable stocks mentioned include Fair Isaac ($FICO), Copart ($CPRT), and MSci Inc ($MSCI), which have shown impressive growth, profitability, and FCF margins. Additionally, Nakhla has highlighted stocks that have reduced their share count, such as Adobe ($ADBE) and Google ($GOOGL), which can boost EPS.
Engagements: XXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXX +124%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX +145%
Mentions: XX #
- X Week XXX +13%
- X Month XXX -XXXX%
- X Months XXX -XX%
- X Year XXXXX +128%
Followers: XXXXXX #
- X Week XXXXXX +0.60%
- X Month XXXXXX +3.10%
- X Months XXXXXX +14%
- X Year XXXXXX +48%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXXX% finance XXXX% technology brands XXXX% cryptocurrencies XXXX% luxury brands XXXX% automotive brands XXXX% exchanges XXXX%
Social topic influence over the 2.11%, stocks #2982, $cprt #17, $bkng #1, $fico #18, cagr #38, $tdg #2, asml #122, $asml #67, $ice #20
Top accounts mentioned or mentioned by @nfrosinha @jomasilva88 @longtermloren @thelongaj @sojustfollowme @princeofgoodt @wisedelcapital @rhaej @biopadawan @m7md7mmad @fred_abyss @llamabravo @rushhhhs @shivamkashan @alerts_bullish @bruss008 @qualityinvest5 @leveragevaluep @robtvdc @bhavustoks
Top assets mentioned Copart, Inc. (CPRT) Booking Holdings Inc (BKNG) Fair Isaac, Corp. (FICO) TransDigm Group, Inc. (TDG) Decentral Games ICE (ICE) Msci Inc (MSCI) Alphabet Inc Class A (GOOGL) Roper Technologies Inc (ROP) MercadoLibre Inc (MELI) Intuit Inc. (INTU) Mastercard, Inc. (MA) NVR, Inc. (NVR) Amazon.com, Inc. (AMZN) Metadium (META) Microsoft Corp. (MSFT) S&P Global Inc (SPGI) Airbnb Inc (ABNB) Adappter Token (ADP) Zoetis Inc (ZTS) Ferrari N.V. (RACE) Intuitive Surgical, Inc. (ISRG) Johnson & Johnson (JNJ) Salesforce Inc (CRM) Cream (CRM) Apple, Inc. (AAPL) Old Dominion Freight Line Inc (ODFL) Neurobro (BRO) Synopsys, Inc. (SNPS) NVIDIA Corp. (NVDA) Intercontinental Exchange Inc (ICE) Factset Research Systems, Inc. (FDS) KLA Corp (KLAC) Applovin Corporation (APP) GE Vernova Inc. (GEV) Lam Research Corporation (LRCX) Philip Morris International Inc. (PM) Howmet Aerospace Inc (HWM) CENTURY COMMUNITIES, INC. (CCS) Loar Holdings Inc. (LOAR) Fortinet Inc (FTNT) Nasdaq Inc (NDAQ) Danaher Corporation (DHR) Adobe, Inc. (ADBE)
Top Social Posts #
Top posts by engagements in the last XX hours
"A quality valuation analysis on $ICE 🧘🏽♂ NTM P/E Ratio: 22.13x 5-Year Mean: 22.31x NTM FCF Yield: XXXX% 5-Year Mean: XXXX% As you can see $ICE appears to be trading slightly near fair value Going forward investors can expect to receive about the same in earnings per share & X% MORE in FCF per share🧠*** Before we get into valuation lets take a look at why $ICE is a quality business BALANCE SHEET Cash & Equivalents: $1.00B Long-Term Debt: $17.36B $ICE has an OK balance sheet an A- S&P Credit Rating & 5.78x FFO Interest Coverage RETURN ON CAPITAL 2020: XXX% 2021: XXX% 2022: XXX% 2023: 7.5%"
X Link @DimitryNakhla 2025-10-08T10:32Z 15.6K followers, 7051 engagements
"Fair Isaac $FICO Stock in X Charts 📊 X. Last X years $FICO revenue rose +49% ($634M) while cost of sales DECREASED -XXX% ($9M) X. A -XX% decrease in shares outstanding & +26% CAGR in basic EPS X. FCF Margins nearly tripled since 2015 X. Steady increase in ROCE"
X Link @DimitryNakhla 2025-08-29T12:00Z 15.6K followers, 12.4K engagements
"Intuitive Surgical is down nearly -XX% from highs Despite this $ISRG still trades for a substantial premium relative to growth (50x NTM EPS & XXXX% Forward FCF Yield) $ISRG is a great business yet it may soon face fresh competition from $JNJ OTTAVA system🤖 $XXX 🎯"
X Link @DimitryNakhla 2025-09-16T10:53Z 15.6K followers, 8585 engagements
"ASML Holding stock is back at $1000 Despite multiple -XX% drawdowns $ASML has delivered +162% return over the past X years challenging even the most steadfast investors A deep understanding of the business coupled with strong conviction makes enduring volatility worthwhile"
X Link @DimitryNakhla 2025-10-01T19:04Z 15.6K followers, 20.2K engagements
"4. Amazon $AMZN +35%"
X Link @DimitryNakhla 2025-10-14T13:06Z 15.6K followers, XXX engagements
"Copart has $4.79B in Cash & $X LT Debt 💵 Factoring in its cash balance $CPRT trades for 25.65x NTM earnings Not so bad for a wide-moat leader that operates in a duopoly with a proven track record of excellent capital allocation & acting in the best interest of shareholders"
X Link @DimitryNakhla 2025-09-12T10:52Z 15.6K followers, 14.6K engagements
"4. Booking Holdings $BKNG (Tue PM) 🗓 REV Est: $1.93B (+11.7%) 🗓 EPS Est: $XXXX (+33.8%) 💵 NTM P/E: 25x 27x avg 💵 NTM FCF Yield: XXX% XXX% avg Since 2015 $BKNG EPS has grown at a +15% CAGR accompanied by a -XX% reduction in shares outstanding"
X Link @DimitryNakhla 2025-07-26T12:15Z 15.6K followers, XXX engagements
"On Friday doomsayers emerged from hibernation prompting a question: If a notable sell-off immediately sparks widespread calls for a market top perhaps the top isnt in yet Nobody can predict how the week will unfold. Could markets fall further Yes. Could strong earnings & upbeat guidance drive markets higher Yes. As an investor your focus should be on identifying companies to accumulate and pinpointing levels where the risk-reward tilts strongly in your favor. X is a powerful research tool. Yet its not immune to herd mentality so guard your psycheit can influence you even subconsciously"
X Link @DimitryNakhla 2025-10-13T01:37Z 15.6K followers, 6098 engagements
"Constellation Softwares revenue breakdown reveals over XX% comes from recurring sources with maintenance and other recurring revenue growth outpacing all other segments over the past decade 🌌 $CSU $CNSWF"
X Link @DimitryNakhla 2025-08-18T17:42Z 15.6K followers, 11.3K engagements
"Todays OpenAI DevDay Event Launch partners for the new ChatGPT app which directly integrates features with major brands $BKNG named as one of the partners empowering seamless reservations purchases and queries within ChatGPT"
X Link @DimitryNakhla 2025-10-06T18:02Z 15.6K followers, 7360 engagements
"11. AppLovin $APP +83%"
X Link @DimitryNakhla 2025-10-14T13:06Z 15.6K followers, 1819 engagements
"Copart is in its largest drawdown (-31%) since the 2022 bear market Adjusted for cash $CPRT now trades for 23x"
X Link @DimitryNakhla 2025-10-13T12:35Z 15.6K followers, 111K engagements
"5 Quality Stocks Trading at Lower P/E & Higher FCF Yield Than 5-Year Average Forecasted 3-Year EPS CAGR* LTM ROIC 💵 X ASML Holding $ASML ☀ Avg P/E: 35x Avg FCF Yield: XXX% NTM P/E: 29x NTM FCF Yield: XXX% EPS CAGR: XX% LTM ROIC: XX% X MSCI Inc $MSCI 🌐 Avg P/E: 42x Avg FCF Yield: XXX% NTM P/E: 31x NTM FCF Yield: XXX% EPS CAGR: XX% LTM ROIC: XX% X Salesforce $CRM 📊 Avg P/E: 42x Avg FCF Yield: XXX% NTM P/E: 22x NTM FCF Yield: XXX% EPS CAGR: XX% LTM ROIC: XX% X Copart $CPRT 🚘 Avg P/E: 33x Avg FCF Yield: XXX% NTM P/E: 29x NTM FCF Yield: XXX% EPS CAGR: XX% LTM ROIC: XX% X MercadoLibre $MELI"
X Link @DimitryNakhla 2025-06-16T13:19Z 15.6K followers, 14.9K engagements
"@SoJustFollowMe Brian Jellison was a rockstar $ROP remarkable transformation over the past two decades is a testament to his brilliance"
X Link @DimitryNakhla 2025-10-03T19:33Z 15.6K followers, 1722 engagements
"TransDigm is an excellent business $TDG ✈ Following a -XX% drop after this mornings earnings report its now trading at 34x NTM estimates $TDG becomes particularly compelling around $1260 -XX% below todays price equating to 31x NTM estimates"
X Link @DimitryNakhla 2025-08-05T19:12Z 15.6K followers, 11.7K engagements
"20 High-Quality Stocks NTM P/E 2-Year EPS CAGR Estimates* PEG Ratio XXXX 💵 $MELI 39x XX% XXXX $GEV 59x XX% XXXX $BKNG 21x XX% XXXX $ABNB 27x XX% XXXX $AMZN 31x XX% XXXX $GOOG 23x XX% XXXX $ICE 22x XX% XXXX $META 24x XX% XXXX $MSFT 32x XX% XXXX $LRCX 29x XX% XXXX $INTU 28x XX% XXXX $MA 32x XX% XXXX $PM 20x XX% XXXX $V 28x XX% XXXX $ASML 35x XX% XXXX $FICO 48x XX% XXXX $TDG 32x XX% XXXX $CPRT 26x XX% XXXX $SPGI 26x XX% XXXX $MSCI 30x XX% XXXX ___ *EPS CAGR Estimates XX - 28"
X Link @DimitryNakhla 2025-10-11T15:11Z 15.6K followers, 13.8K engagements
"Heres a lesser-known quality compounder worth adding to your watchlist: Howmet Aerospace $HWM 🛩 A $10000 investment in $HWM X years ago would be worth $102140 today Below is the companys revenue breakdown across its four key segments Net income margins have significantly expanded since 2020 ___ $HWM return metrics: LTM ROIC: XX% LTM ROCE: XX% LTM ROE: XX% ___ $HWM financial position: Total cash & short-term inv: $545M Long-term debt: $3.25B FFO interest coverage ratio: 8.84x S&P Credit Rating: BBB+"
X Link @DimitryNakhla 2025-10-12T15:54Z 15.6K followers, 8280 engagements
"Np thanks for your question Heres how: $MELI Mean P/E ratio over the analyzed period is 46.42x & its NTM P/E ratio is 39.87x So for every $XXX you invest on average youd receive $XXXX in Earnings ($100/45.42) Today for every $XXX you invest youd receive $XXXX in Earnings ($100/39.87) So you have $XXXX - $XXXX = $XXXX MORE than the average & to calculate the percentage you just divide $XXXX / $XXXX = XXXXX (or 16%) Hope this helps 👍🏽"
X Link @DimitryNakhla 2025-10-06T21:05Z 15.6K followers, XXX engagements
"As earnings season ramps up next week is packed with scheduled reports 🗓 Lets dive into the earnings expectations valuations & business segments for XX standout quality stocks Food for thought over the weekend🧵"
X Link @DimitryNakhla 2025-07-18T21:15Z 15.6K followers, 14.9K engagements
"A quality valuation analysis on $AMZN 🧘🏽♂ NTM P/OCF Ratio: 14.13x 5-Year Mean: 22.10x NTM FCF Yield: XXXX% 5-Year Mean: XXXX% As you can see $AMZN appears to be slightly undervalued using P/OCF Going forward investors can expect to receive XX% MORE in operating cash flow & XX% LESS in FCF per share🧠*** Before we get into valuation lets take a look at why $AMZN is a quality business BALANCE SHEET✅ Cash & Equivalents: $93.18B Long-Term Debt: $57.92B $AMZN has an excellent balance sheet an AA S&P Credit Rating & 54x FFO Interest Coverage Ratio RETURN ON CAPITAL / ✅ 2020: XXXX% 2021: 8.9%"
X Link @DimitryNakhla 2025-10-01T14:12Z 15.6K followers, 17.9K engagements
"Triple Frond Partners 13F as of Q2 2025 💵 Notable adds: $META $CCS Notable sales: $TDG Source: Dataroma"
X Link @DimitryNakhla 2025-08-13T21:18Z 15.6K followers, 4283 engagements
"15 Quality Stocks ROIC XX% Annually Last X Years Avg ROIC 5-Year EPS CAGR 💵 💳 Visa $V XX% XX% 📸 Meta $META XX% XX% 📱 Apple $AAPL XX% XX% ☀ ASML $ASML XX% XX% 🚘 Copart $CPRT XX% XX% 🏢 NVR Inc $NVR XX% XX% 🖱 Google $GOOG XX% XX% 🌐 MSCI Inc $MSCI XX% XX% 💸 Mastercard $MA XX% XX% 🏦 Fair Isaac $FICO XX% XX% 💾 Microsoft $MSFT XX% XX% 💽 Taiwan Semi $TSM XX% XX% 🧬 Novo Nordisk $NVO XX% XX% 💰Automatic Data $ADP XX% XX% 🖨 Lam Research $LRCX XX% 16%"
X Link @DimitryNakhla 2025-05-10T13:56Z 15.6K followers, 18.5K engagements
"@DragonFieldInvt Well saidgiven its quality cash reserves & land value it seems the bulk of $CPRT multiple compression has already occurred"
X Link @DimitryNakhla 2025-10-14T19:44Z 15.6K followers, XXX engagements
"A quality valuation analysis on $MELI 🧘🏽♂ NTM P/E Ratio: 39.87x P/E Ratio Mean: 46.42x As you can see $MELI appears to be trading below fair value Going forward investors can receive XX% MORE in earnings per share 🧠*** Before we get into valuation lets take a look at why $MELI is a great business BALANCE SHEET✅ Cash & Short-Term Inv: $3.98B Long-Term Debt: $3.43B $MELI has a strong balance sheet a BB+ S&P Credit Rating & 52x FFO Interest Coverage RETURN ON CAPITAL➡✅ 2020: XXX% 2021: XXX% 2022: XXXX% 2023: XXXX% 2024: XXXX% LTM: XXXX% RETURN ON EQUITY➡✅ 2020: (0.1%) 2021: XXX% 2022: 28.7%"
X Link @DimitryNakhla 2025-10-06T14:12Z 15.6K followers, 25.7K engagements
"10 Quality Stocks Flying Under The Radar With Market Capitalizations Below $50B 💸 🏢 NVR Inc $NVR 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ 🚛 Old Dominion Freight $ODFL 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ 💼 Brown & Brown $BRO 10-Year Rev CAGR: XXXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ 🚜 Tractor Supply $TSCO 10-Year Rev CAGR: XXXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ ⚗ Graco $GGG 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: XXXX% LTM ROIC: XXXX% ___ 🧐 FactSet Research $FDS 10-Year Rev CAGR: XXX% 10-Year EPS CAGR: 11.1%"
X Link @DimitryNakhla 2024-04-18T13:29Z 15.6K followers, 47.1K engagements
"TransDigm $TDG Stock in X Charts 📊 X. $TDG FCF CAGR +15.2% X. $TDG EPS CAGR +14.8% X. Strong business performance across the companys two main segments X. Incredibly strong & steady margins"
X Link @DimitryNakhla 2025-10-16T21:09Z 15.6K followers, 4924 engagements
"Roper Technologies a top holding of Chuck Akre (8% allocation as of Q2 XX 13F) now trades near its lowest valuation in X years The last time $ROP traded for 23x & a XXX% FCF Yield was during the extended 2022 bear market"
X Link @DimitryNakhla 2025-10-03T19:26Z 15.6K followers, 37.8K engagements
"5. Automatic Data $ADP (Wed AM) 🗓 REV Est: $5.05B (+5.8%) 🗓 EPS Est: $XXXX (+6.2%) 💵 NTM P/E: 29x 28x avg 💵 NTM FCF Yield: XXX% XXX% avg Over XX% of $ADP revenue is recurring with Employer Services Revenue growth accelerating in recent years"
X Link @DimitryNakhla 2025-07-26T12:15Z 15.6K followers, XXX engagements
"@10xwithakshay I believe $TDG still has an attractive acquisition runway ahead (though it may not match the exceptional growth of the past decade) Yes $LOAR is a strong business yet its a bit rich today at 90x and a XXX% FCF Yield (NTM)"
X Link @DimitryNakhla 2025-09-29T13:29Z 15.6K followers, XXX engagements
"Constellation Software drawdowns $CSU 🌌"
X Link @DimitryNakhla 2025-08-19T14:59Z 15.6K followers, 5524 engagements
"10 Quality Stocks FCF CAGR XX% Past X Years That Trade for Cheaper P/FCF Today💵* 💸 Visa $V XX% CAGR 💳 Mastercard $MA XX% CAGR 🌐 MSCI Inc $MSCI XX% CAGR 👾 Synopsys $SNPS XX% CAGR 🖱 Google $GOOG XX% CAGR ☀ ASML $ASML XX% CAGR 📊 Salesforce $CRM XX% CAGR 🚘 Copart $CPRT XX% CAGR 🤖 Nvidia $NVDA XX% CAGR 🤝 MercadoLibre $MELI XX% CAGR ___ *NTM FCF Yield vs exactly X years ago"
X Link @DimitryNakhla 2025-06-20T17:07Z 15.6K followers, 16.7K engagements
"A quality valuation analysis on $BKNG 🧘🏽♂ NTM P/E Ratio: 21.72x Mean: 20.20x NTM FCF Yield: XXXX% Mean: XXXX% As you can see $BKNG appears to be trading near fair value Going forward investors can receive X% LESS in earnings per share & X% MORE in FCF per share 🧠*** Before we get into valuation lets take a look at why $BKNG is a great business BALANCE SHEET✅ Cash & Short-Term Inv: $17.59B Long-Term Debt: $17.47B $BKNG has a strong balance sheet an A- S&P Credit Rating & 5x FFO Interest Coverage Ratio RETURN ON CAPITAL✅ 2020: XXX% 2021: XXXX% 2022: XXXX% 2023: XXXX% 2024: XXXX% LTM: 66.0%"
X Link @DimitryNakhla 2025-10-10T17:41Z 15.6K followers, 6262 engagements
"Intercontinental Exchange deserves to be re-rated & trade for 24x - 26x 💸 X. $ICE increased revenues annually past XX years X. $ICE increased FCF in XX of last XX years X. $ICE increased Normalized EPS annually past XX years Formidable moat & highly predictable business"
X Link @DimitryNakhla 2025-09-11T21:25Z 15.6K followers, 10.3K engagements
"@PrinceOfGoodT Medium outlook X% - XX% seems reasonable -- Also $CPRT owns plenty of land and the value of their land is understated on the balance sheet"
X Link @DimitryNakhla 2025-10-13T17:21Z 15.6K followers, XXX engagements
"@PrinceOfGoodT @SoJustFollowMe Yes I believe $CSU surpasses $ROP in quality It will be intriguing to see if the market grants $CSU the same premium it enjoyed under Mark Leonard as investor confidence gradually rebuilds"
X Link @DimitryNakhla 2025-10-04T14:35Z 15.6K followers, XXX engagements
"10. NVR Inc $NVR 🏢 Share Reduction: -XX% EPS Boost: +23% EPS CAGR: +16%"
X Link @DimitryNakhla 2025-07-15T16:32Z 15.6K followers, 2171 engagements
"5 High-Quality Stocks Near 52-Week Lows 💸 X. Zoetis $ZTS 🐶 X. Copart $CPRT 🚘 X. Fortinet $FTNT 🤖 X. Fair Isaac $FICO 🏦 X. Constellation Software $CSU.TO $CNSWF 🌠"
X Link @DimitryNakhla 2025-08-15T11:32Z 15.6K followers, 15.5K engagements
"2. MSCI Inc $MSCI (Tue AM) 🗓 REV Est: $767.15M (+8.3%) 🗓 EPS Est: $XXXX (+13.1%) 💵 NTM P/E: 33x 36x avg 💵 NTM FCF Yield: XXX% XXX% avg Over XX% of $MSCIs total revenue is recurring"
X Link @DimitryNakhla 2025-07-18T21:15Z 15.6K followers, 1325 engagements
"5. Booking Holdings $BKNG ✈ (2022) Multiple compression: 26x ➡ 14x Headlines: $BKNG expected to post quarterly loss analysts bearish on companys earnings prospects fear of rising rates gas prices and possible recession Return since peak compression: +229%"
X Link @DimitryNakhla 2025-08-09T16:01Z 15.6K followers, 3029 engagements
"10 Forward (NTM) FCF Yields Over 4.00%💰 X. $SPGI XXXX% X. $NDAQ XXXX% X. $CSU XXXX% X. $ADP XXXX% X. $DHR XXXX% X. $ROP XXXX% X. $ICE XXXX% X. $BRO XXXX% X. $BKNG XXXX% XX. $ADBE 6.40%"
X Link @DimitryNakhla 2025-09-25T11:38Z 15.6K followers, 13.1K engagements
"@GiuseppeSanta2 Many of the financial data & stock exchanges stocks traded down in sympathy with $FDS after its quarterly report (overreaction in several names)"
X Link @DimitryNakhla 2025-09-19T12:04Z 15.6K followers, 2327 engagements
"S&P Global now trades at a X% FCF Yield (NTM) $SPGI"
X Link @DimitryNakhla 2025-09-19T11:55Z 15.6K followers, 38.6K 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 🚘"
X Link @DimitryNakhla 2025-05-25T16:27Z 15.6K followers, 16.3K engagements
"A quality valuation analysis on $ABNB 🧘🏽♂ NTM P/E Ratio: 28.17x 3-Year Mean: 32.18x NTM FCF Yield: XXXX% 3-Year Mean: XXXX% As you can see $ABNB appears to be trading below fair value Going forward investors can expect to receive XX% MORE in earnings per share & XX% MORE in FCF per share🧠*** Before we get into valuation lets take a look at why $ABNB is a quality business BALANCE SHEET✅ Cash & Equivalents: $11.36B Long-Term Debt: $X $ABNB has an excellent balance sheet RETURN ON CAPITAL❌➡✅ 2020: (65.7%) 2021: XXX% 2022: XXXX% 2023: XXXX% 2024: XXXX% LTM: XXXX% RETURN ON EQUITY❌➡✅ 2020:"
X Link @DimitryNakhla 2025-10-15T14:11Z 15.6K followers, 3979 engagements
"3. Mastercard $MA +35%"
X Link @DimitryNakhla 2025-10-14T13:06Z 15.6K followers, XXX engagements
"For the investor a too-high purchase price for the stock of an excellent company can undo the effects of a subsequent decade of favorable business developments Warren Buffett Appreciate the constant reminders on names like $ODFL $RACE $ZTS & $EL which have seen sharp multiple contraction Its remarkable how often the market often justifies lofty multiples despite insufficient growth to support them Valuation (relative to growth) doesnt matter until it does"
X Link @DimitryNakhla 2025-10-14T00:48Z 15.6K followers, 2221 engagements
"$MELI briefly traded for 39x a multiple last seen during the April XX bear market 💵 Analyst EPS Est: 2025: $XXXXX (+18% YoY) 2026: $XXXXX (+49% YoY) 2027: $XXXXX (+34% YoY) 2028: $XXXXXX (+38% YoY) Even if $MELI XX EPS is $XXX & trades for 33x XX% CAGR potential"
X Link @DimitryNakhla 2025-10-03T13:19Z 15.6K followers, 28.4K engagements
"1. Google $GOOG $GOOGL ☁ Current Drawdown: -XX% NTM P/E: 20x PEG: 1.65x"
X Link @DimitryNakhla 2025-07-17T12:31Z 15.6K followers, 1838 engagements
"10. Google $GOOG $GOOGL +72%"
X Link @DimitryNakhla 2025-10-14T13:06Z 15.6K followers, 1609 engagements
"1. Roper Technologies $ROP (Mon AM) 🗓 REV Est: $1.93B (+12.2%) 🗓 EPS Est: $XXXX (+7.8%) 💵 NTM P/E: 27x 29x avg 💵 NTM FCF Yield: XXX% XXX% avg Recurring revenue has grown faster than overall revenue"
X Link @DimitryNakhla 2025-07-18T21:15Z 15.6K followers, 1273 engagements
"Incremental margin measures how much of each additional revenue dollar becomes profit reflecting a companys efficiency in converting growth to net income Its a useful metric for identifying businesses that scale effectively with revenue strongly boosting the bottom line Here are XX quality companies & their incremental margin % over the past X years🧵"
X Link @DimitryNakhla 2025-10-14T13:06Z 15.6K followers, 5022 engagements
"Booking Holdings stock trades at 22x NTM EPS estimates with expected mid-teens earnings growth over the coming years $BKNG has also reduced its shares outstanding an impressive -XX% over the past XX years"
X Link @DimitryNakhla 2025-10-06T15:59Z 15.6K followers, 22.2K engagements
"Fair Isaac $FICO Q3 2025 Report 🗓 ✅ REV: $536M (+20% YoY) ✅ EPS: $XXXX (+37% YoY) 💵 FCF $276M (+34% YoY) 📊 Scores $324M (+34% YoY)"
X Link @DimitryNakhla 2025-07-30T20:23Z 15.6K followers, 8023 engagements
"15. Coinbase $COIN (Thu PM) 🗓 REV Est: $1.57B (+8.3%) 🗓 EPS Est: $XXXX (+7.5%) 💵 NTM P/E: 70x 47x avg 💵 NTM FCF Yield: XXX% XXX% avg Total subscription and services revenue growth has been impressive"
X Link @DimitryNakhla 2025-07-26T12:15Z 15.6K followers, 2112 engagements
"7. NVIDIA $NVDA +40%"
X Link @DimitryNakhla 2025-10-14T13:06Z 15.6K followers, XXX engagements
"10. KLA Corp $KLAC 📠 LTM P/E: 29.43x 3-Year EPS CAGR Estimate: XXXXX% PEG: 1.82"
X Link @DimitryNakhla 2025-03-05T12:33Z 15.6K followers, 3690 engagements
"5. Intuit $INTU +36%"
X Link @DimitryNakhla 2025-10-14T13:06Z 15.6K followers, XXX engagements
"Intercontinental Exchange has compounded its FCF at an impressive XXXX% CAGR over the last XX years 💸 Today $ICE entered correction territory down -XX% from its highs and now trades at a more than reasonable XXXX% FCF yield (NTM) 💵"
X Link @DimitryNakhla 2025-09-19T17:34Z 15.6K followers, 7998 engagements
"$FDS FactSet Research Systems is one of those steady compounders 📈📉 In the last XX years: Revenues CAGR +11.91% Growth in 20/20 years ✅ Net Income CAGR: +11.85% Growth in 18/20 years ✅ Dividends CAGR: +17.44% Growth in 20/20 years ✅ #stocks #investing"
X Link @DimitryNakhla 2024-05-06T19:38Z 15.6K followers, 5553 engagements
"Intuit $INTU Reports a Strong Q3 🎯 ✅ Rev: $7.75B vs $7.56B (est) +15% YoY ✅ EPS: $XXXXX vs $XXXXX (est) +18% YoY ___ Revenue Breakdown 📊 Small Business: $2.8B +19% YoY Consumer Group: $4.0B +11% YoY Pro Tax: $278M +9% YoY Credit Karma: $579M +31% YoY Guidance"
X Link @DimitryNakhla 2025-05-22T20:11Z 15.6K followers, 7818 engagements
"A quality valuation analysis on $GOOG 🧘🏽♂ NTM P/E Ratio: 25.21x 10-Year Mean: 23.36x NTM FCF Yield: XXXX% 10-Year Mean: XXXX% As you can see $GOOG appears to be trading slightly below fair value on an earnings basis (FCF Yield not best metric due to ongoing heavy CapEx) Going forward investors can receive X% LESS in earnings per share & XX% LESS in FCF per share 🧠*** Before we get into valuation lets take a look at why $GOOG is a great business BALANCE SHEET✅ Cash & Short-Term Inv: $95.15B Long-Term Debt: $23.61B $GOOG has a strong balance sheet an AA+ S&P Credit Rating & 332x FFO Interest"
X Link @DimitryNakhla 2025-10-07T13:54Z 15.6K followers, 12.3K engagements
"$RACE CAGR potential assuming 2027 EPS estimate is met: 42x P/E: $483💵 XXXX% CAGR 40x P/E: $460💵 XXX% CAGR 38x P/E: $437💵 XXX% CAGR XX P/E: $414💵 XXX% CAGR 34x P/E: $391💵 XXX% CAGR *Assuming 2027 EPS Est of $XXXXX *Includes Dividend"
X Link @DimitryNakhla 2025-10-10T18:16Z 15.6K followers, 5019 engagements
"@SoJustFollowMe What makes $AMZN your favorite company in the world $MSFT a close second"
X Link @DimitryNakhla 2025-10-01T20:22Z 15.6K followers, XXX engagements
"ASML Holding $ASML Q3 2025 earnings 🗓 REV: XXXX vs 7.74B est ✅ EPS: XXXX vs XXXX est Quarterly net bookings Q3 of 5.4B (3.6B EUV) Outlook Q4 2025 Revenue 9.2B - 9.8B vs 9.3B est"
X Link @DimitryNakhla 2025-10-15T05:26Z 15.6K followers, 10.2K engagements
"Fair Isaac is well-positioned to capitalize on a potential mortgage rate refinancing surge 💵 $FICO"
X Link @DimitryNakhla 2025-10-08T18:53Z 15.6K followers, 10.2K engagements
"16. KLA Corp $KLAC (Thu PM) 🗓 REV Est: $3.08B (+19.8%) 🗓 EPS Est: $XXXX (+29.3%) 💵 NTM P/E: 27x 21x avg 💵 NTM FCF Yield: XXX% XXX% avg Services revenue constitutes XX% of $KLAC total revenue"
X Link @DimitryNakhla 2025-07-26T12:15Z 15.6K followers, 2025 engagements
": ✅ X. Dominos Pizza $DPZ 🍕 _______ : ✅ X. Texas Instruments $TXN 🧮 _______ : ✅ X. NVR Inc $NVR 🏠 _______ : ✅ X. VeriSign $VRSN _______ : ✅ X. Home Depot $HD 🔨 _______ : ✅ X. Zoetis $ZTS 🐩 X. Graco Inc $GGG 📏 X. Mastercard $MA 💳 X. Philip Morris $PM 🚬 XX. Lam Research $LRCX 🖥 XX. Veeva Systems $VEEV 👨🏽💻 XX. Colgate-Palmolive $CL 🧴 XX. Waters Corporation $WAT 🚾 _______ : ✅ XX. Hershey $HSY 🍫 XX. Amgen $AMGN 🧬 XX. MSCI Inc $MSCI 🏪 XX. KLA Corp $KLAC 💻 XX. Microsoft $MSFT XX. Alphabet $GOOG 👨🏽💻 XX. Yum Brands $YUM 🌮 XX. Factset Research $FDS 📈 XX. West Pharmaceutical $WST"
X Link @DimitryNakhla 2023-06-23T20:03Z 15.6K followers, 89K engagements
"Booking Holdings stock trades at 20x NTM EPS estimates with a projected XX% EPS CAGR from 2026-2028 💵 If $BKNG meets 2028s $XXX EPS estimate heres its potential CAGR: 24x XXXX% 23x XXXX% 22x XXXX% 21x XXXX% 20x XXXX% 19x 8.8%"
X Link @DimitryNakhla 2025-10-17T19:52Z 15.6K followers, 2681 engagements
"9. Fair Isaac $FICO +56%"
X Link @DimitryNakhla 2025-10-14T13:06Z 15.6K followers, XXX engagements
"2. TransDigm $TDG +34%"
X Link @DimitryNakhla 2025-10-14T13:06Z 15.6K followers, 1047 engagements
"4. Meta Platforms $META 📸 (2023) Multiple compression: 35x ➡ 9x Headlines: $META crashes due to weak holiday quarter & significantly more costs earnings misses questions about growth revenue projections less than X% Return since peak compression: +351%"
X Link @DimitryNakhla 2025-08-09T16:01Z 15.6K followers, 1554 engagements
"A quality valuation analysis on $TDG 🧘🏽♂ NTM P/E Ratio: 32.04x 3-Year Mean: 33.08x NTM FCF Yield: XXXX% 3-Year Mean: XXXX% As you can see $TDG appears to be trading near fair value Going forward investors can receive X% MORE in earnings per share & X% MORE in FCF per share🧠*** Before we get into valuation lets take a look at why $TDG is an good business BALANCE SHEET Cash & Short Term Inv: $2.81B Long-Term Debt: $24.00B $TDG has an ok balance sheet & 1.59x FFO Interest Coverage Ratio (though small its highest ratio in the past X years) RETURN ON CAPITAL➡✅ 2021: XXX% 2022: XXXX% 2023: 15.9%"
X Link @DimitryNakhla 2025-09-28T16:20Z 15.6K followers, 7162 engagements
"10 Quality Stocks Flying Under The Radar 💵 🖥 CDW Corp $CDW 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🗳 Broadridge Financial $BR 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🏦 Fair Isaac Corp $FICO 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🚾 Agilent Technologies $A 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🏢 NVR Inc $NVR 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🚿 A O Smith $AOS 5-Year EPS CAGR: XXX% LTM ROIC: XXXX% 📈 FactSet Research $FDS 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🪫 Amphenol $APH 5-Year EPS CAGR: XXX% LTM ROIC: XXXX% 🏥 Medpace $MEDP 5-Year EPS CAGR: XXXX% LTM ROIC: XXXX% 🏊🏼♂ Pool Corp"
X Link @DimitryNakhla 2024-05-07T15:13Z 15.6K followers, 12.1K engagements
"2. MSCI Inc $MSCI 🌐 Current Drawdown: -XX% NTM P/E: 32x PEG: 2.88"
X Link @DimitryNakhla 2025-07-17T12:31Z 15.6K followers, 2245 engagements
"@SoJustFollowMe I view $RACE as a high-quality business yet its 35x40x multiple paired with high single-digit to low-teens growth gives me pause More attractive risk/reward opportunities exist elsewhere especially where returns rely less on elevated multiples relative to growth"
X Link @DimitryNakhla 2025-10-10T18:27Z 15.6K followers, XXX engagements
"TransDigm in its largest drawdown since 2022 & trades for a XXX% Forward FCF Yield $TDG 🛩"
X Link @DimitryNakhla 2025-09-05T22:21Z 15.6K followers, 5437 engagements
"8 Quality Stocks with Annual Double-Digit EPS Growth Over the Past 5-Years 5-Year EPS CAGR X. Microsoft $MSFT +18% ☁ X. Copart $CPRT +19% 🚘 X. MSCI Inc $MSCI +19% 🌐 X. Intuit $INTU +20% 🗂 X. Cadence Design $CDNS +22% 💾 X. Synopsys $SNPS +24% 👾 X. Veeva Systems $VEEV +25% 🖥 X. Fair Isaac $FICO +26% 🏦"
X Link @DimitryNakhla 2025-07-01T15:05Z 15.6K followers, 10.7K engagements
"10 Quality Stocks w/ Compelling FCF Yields Relative to Historical Averages & Growth 💵 X. $TDG XXXX% X. $MA XXXX% X. $CPRT XXXX% X. $INTU XXXX% X. $SPGI XXXX% X. $CSU XXXX% X. $ADP XXXX% X. $ICE XXXX% X. $BKNG XXXX% XX. $ABNB 6.12%"
X Link @DimitryNakhla 2025-10-17T12:51Z 15.6K followers, 7030 engagements
"@Pettichien Heightened competition from RB Global $RBA especially post-IAA acquisition may lead to a gradual softening of the competitive moat"
X Link @DimitryNakhla 2025-10-13T12:39Z 15.6K followers, 2100 engagements
"8. ASML Holding $ASML +47%"
X Link @DimitryNakhla 2025-10-14T13:06Z 15.6K followers, XXX engagements
"Fair Isaac $FICO Q3 2025 Report Estimates🗓 REV: $515.39M (+15% YoY) EPS: $XXXX (+23% YoY) Q3 2024 & FY Segments & KPIs 👇🏽 (FiscalAI)"
X Link @DimitryNakhla 2025-07-30T16:29Z 15.6K followers, 11.7K engagements
"9. Apple $AAPL 📱 Share Reduction: -XX% EPS Boost: +19% EPS CAGR: +15%"
X Link @DimitryNakhla 2025-07-15T16:32Z 15.6K followers, 2281 engagements
"ASML Holding $ASML is set to report Q3 2025 earnings in less than X hours 🗓 REV est: 7.74B (+4% YoY) EPS est: XXXX (+2% YoY)"
X Link @DimitryNakhla 2025-10-14T20:53Z 15.6K followers, 6978 engagements
"1. S&P Global $SPGI +33%"
X Link @DimitryNakhla 2025-10-14T13:06Z 15.6K followers, 1206 engagements
"Booking Holdings $BKNG is up +13% year-to-date yet its stock multiple compressed -X% compared to the start of 2025💰 While $BKNG trades at 23.26x NTM estimates its EPS CAGR is projected at an impressive XXXXX% from 2025-2028"
X Link @DimitryNakhla 2025-09-16T09:44Z 15.6K followers, 7860 engagements
"Booking Holdings $BKNG Q2 2025 Report 🗓 ✅ REV: $6.8B vs $6.6B est (+16% YoY) ✅ EPS: $XXXXX vs $XXXXX est (+32% YoY) 💵 FCF $3.1B (+32% YoY)"
X Link @DimitryNakhla 2025-07-29T20:17Z 15.6K followers, 6222 engagements
"@PrinceOfGoodT Haha its always good to err on the side of caution This creates a nice cushion / margin of safetyI believe $CPRT may face challenges sustaining low-teens growth over the next few years but I believe a steady X% - XX% CAGR is within reach for the next 2-3 years"
X Link @DimitryNakhla 2025-10-13T15:40Z 15.6K followers, XXX engagements
"Though Intuitive Surgical stock is down XX% from its highs it still trades at a lofty 52x NTM EPS Yes $ISRG is a wonderful business Yet its current valuation given growth estimates & looming competition from $JNJ Ottava offers little margin of safety for investors today"
X Link @DimitryNakhla 2025-09-24T19:58Z 15.6K followers, 9542 engagements