#  @DividendDynasty Will’s Dividend Dynasty Investors are focusing on S&P Global ($spgi) after its recent earnings report, which beat expectations. Some investors are adding to their positions in $spgi, citing its consistent and diversified dividend growth. Meanwhile, other stocks like Adobe ($adbe), Amazon ($amzn), and Microsoft ($msft) are also being discussed as attractive investment opportunities. ### Engagements: [------] [#](/creator/twitter::1477386996133806085/interactions)  - [--] Week [-------] +38% - [--] Month [---------] +33% - [--] Months [---------] +1,519% - [--] Year [---------] +20% ### Mentions: [--] [#](/creator/twitter::1477386996133806085/posts_active)  - [--] Week [--] -46% - [--] Month [---] -33% - [--] Months [-----] +377% - [--] Year [-----] -7.40% ### Followers: [------] [#](/creator/twitter::1477386996133806085/followers)  - [--] Week [------] +0.39% - [--] Month [------] +1.90% - [--] Months [------] +21% - [--] Year [------] +31% ### CreatorRank: [-------] [#](/creator/twitter::1477386996133806085/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 99.23% [stocks](/list/stocks) #3604 [technology brands](/list/technology-brands) 42.31% [cryptocurrencies](/list/cryptocurrencies) 7.69% [luxury brands](/list/luxury-brands) 2.31% [automotive brands](/list/automotive-brands) 2.31% **Social topic influence** [$pypl](/topic/$pypl) #1643, [$spgi](/topic/$spgi) #13, [dividend](/topic/dividend) #39, [$adbe](/topic/$adbe) #3, [$ma](/topic/$ma) #278, [$meta](/topic/$meta) #733, [meta](/topic/meta) 10%, [$amzn](/topic/$amzn) #190, [stocks](/topic/stocks) #3557, [$fico](/topic/$fico) #9 **Top accounts mentioned or mentioned by** [@investingbygenz](/creator/undefined) [@qualityinvest5](/creator/undefined) [@william_r2rclub](/creator/undefined) [@ferrariforlife9](/creator/undefined) [@rcompunder](/creator/undefined) [@thinknstocks](/creator/undefined) [@freedombill3](/creator/undefined) [@dudewhoinvests](/creator/undefined) [@siipodcast](/creator/undefined) [@deepicevalue](/creator/undefined) [@investwithwes1](/creator/undefined) [@adam__meinhardt](/creator/undefined) [@investor_jelle](/creator/undefined) [@financetiger](/creator/undefined) [@clarifinance](/creator/undefined) [@alex70848763197](/creator/undefined) [@wealthmatica](/creator/undefined) [@hap0606](/creator/undefined) [@financejack44](/creator/undefined) [@realnightheron](/creator/undefined) **Top assets mentioned** [PayPal Holdings Inc (PYPL)](/topic/$pypl) [S&P Global Inc (SPGI)](/topic/$spgi) [Adobe, Inc. (ADBE)](/topic/$adbe) [Mastercard, Inc. (MA)](/topic/$ma) [Metadium (META)](/topic/$meta) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Netflix Inc (NFLX)](/topic/$nflx) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Moody's Corporation (MCO)](/topic/$mco) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Neurobro (BRO)](/topic/$bro) [Novo-Nordisk (NVO)](/topic/$nvo) [VICI Properties, Inc. (VICI)](/topic/$vici) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Ferrari N.V. (RACE)](/topic/$race) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Now Coin (NOW)](/topic/$now) [Microsoft Corp. (MSFT)](/topic/$msft) [ZetaChain (ZETA)](/topic/$zeta) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Salesforce Inc (CRM)](/topic/$crm) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [Duolingo, Inc. (DUOL)](/topic/$duol) [RigoBlock (GRG)](/topic/$grg) [Zoetis Inc (ZTS)](/topic/$zts) [Morgan Stanley (MS)](/topic/morgan-stanley) [ServiceNow Inc (NOW)](/topic/servicenow) [Intuit Inc. (INTU)](/topic/$intu) [Strategy (MSTR)](/topic/$mstr) [Monster Beverage Corp (MNST)](/topic/$mnst) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Adappter Token (ADP)](/topic/$adp) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Decentral Games ICE (ICE)](/topic/$ice) [Snowflake Inc. (SNOW)](/topic/$snow) ### Top Social Posts Top posts by engagements in the last [--] hours "Is $AMZN a buy going into earnings 🤔 I would welcome a nice decline today looking to build a position given the opportunity" [X Link](https://x.com/DividendDynasty/status/2019454674072481805) 2026-02-05T16:54Z 22.9K followers, [----] engagements "Buying is an understatement at these levels $SPGI currently -17.5% on the day" [X Link](https://x.com/DividendDynasty/status/2021207131815309814) 2026-02-10T12:58Z 22.9K followers, 164.7K engagements "Do you really think AI will disrupt $ADBE The company currently trades at a fwd P/FCF of just 10.5x whilst having a FCF margin of 40% and anticipated to grow top line 9% over the next two years. long $ADBE" [X Link](https://x.com/DividendDynasty/status/2021688174905344488) 2026-02-11T20:49Z 22.9K followers, 10.2K engagements "@SnoozeActive" [X Link](https://x.com/DividendDynasty/status/1725134010425180663) 2023-11-16T12:49Z 22.7K followers, 149.2K engagements "$BRK tribute to Munger ❤" [X Link](https://x.com/DividendDynasty/status/1786856519041974609) 2024-05-04T20:32Z 22.7K followers, 104.9K engagements "$LSEG.L is down 28.5% YTD and is currently trading at its lowest multiple over the last decade. - 18.9x fwd PE - 15.9x P/FCF - 17% fwd EPS growth - 1.85% dividend yield - 20.9% avg operating margin - 19.7% 5yr FCF CAGR - 30.8% 5yr revenue CAGR A wide MOAT business trading at a reasonable valuation. https://twitter.com/i/web/status/1970101849001763003 https://twitter.com/i/web/status/1970101849001763003" [X Link](https://x.com/DividendDynasty/status/1970101849001763003) 2025-09-22T12:24Z 22.7K followers, 28.9K engagements "Back to normality $PYPL PainPal returning in full force one any kind of news 👏🏻" [X Link](https://x.com/DividendDynasty/status/1973076561742963168) 2025-09-30T17:24Z 22.7K followers, 13.3K engagements "At what point does Novo Nordisk $NVO become too cheap to ignore 🔷29% ROIC 🔷13.3x fwd PE 🔷 7% est long-term growth rate 🔷 Operating Margins 45% 🔷 10yr EPS CAGR of 15.3% Why wouldnt it work from here 🤔" [X Link](https://x.com/DividendDynasty/status/1984242431400042729) 2025-10-31T12:53Z 22.7K followers, 20.3K engagements "$PYPL is now back well into buying territory. Now trading at a FWD P/FCF of 8.1x Are you picking up shares here 🤔" [X Link](https://x.com/DividendDynasty/status/1985729756998869082) 2025-11-04T15:24Z 22.7K followers, 23.9K engagements "3 stocks Im currently buying up as much as possible in the current market All are high quality businesses with poor or simply dreadful sentiment around them right now. That will change. 1) The obvious one $PYPL Currently down -23.89% YTD and trading at a fwd P/FCF of 8x" [X Link](https://x.com/DividendDynasty/status/1989061188341133574) 2025-11-13T20:01Z 22.7K followers, 164.5K engagements "Went to my local $GRG.L for a coffee after my morning long run. Absolutely rammed in there. Despite the lacklustre economy us Brits still need our affordable coffee and pastries. Bullish Greggs $GRG" [X Link](https://x.com/DividendDynasty/status/1989676289096126692) 2025-11-15T12:46Z 22.8K followers, 21K engagements "$VICI looks like an interesting dividend growth opportunity primarily for income focussed investors. A strong fwd yield of 6.36% with a dividend CAGR of 15.2% since [----]. What are your thoughts on $VICI here" [X Link](https://x.com/DividendDynasty/status/1996662233166975022) 2025-12-04T19:25Z 22.7K followers, [----] engagements "My first of the ETF dividends has rolled into the account today. 💷 [-----] 💷 $FTWG.L is one of my favourite All Workd Index trackers cheaper that Vanguards $VWRL.L In [----] and beyond the strategy is to build out the portfolio foundations built around low cost index funds" [X Link](https://x.com/DividendDynasty/status/2001717569552814259) 2025-12-18T18:13Z 22.8K followers, [----] engagements "What position takes the top spot in your portfolio right now Mine: Still PayPal $PYPL at 25.8% of the overall portfolio" [X Link](https://x.com/DividendDynasty/status/2006034130450923691) 2025-12-30T16:06Z 22.8K followers, [----] engagements "Looking into $LSEG.L Has anyone done any deep research on the company at all" [X Link](https://x.com/DividendDynasty/status/2006055156643774466) 2025-12-30T17:29Z 22.7K followers, [----] engagements "$BKNG is such an excellent business Everyone knows $BKNG as the company behind https://t.co/pntuvqR4Bx and Priceline. The world's largest online travel agency (OTA). But something shifted. A couple years ago merchant revenue was 50% of the business. Today it's 68%. Booking now controls the entire payment flow https://t.co/7n2imqUfWk Everyone knows $BKNG as the company behind https://t.co/pntuvqR4Bx and Priceline. The world's largest online travel agency (OTA). But something shifted. A couple years ago merchant revenue was 50% of the business. Today it's 68%. Booking now controls the entire" [X Link](https://x.com/DividendDynasty/status/2008482447021773189) 2026-01-06T10:15Z 22.7K followers, [----] engagements "Which stock should be in every serious investors portfolio Ill go first $META" [X Link](https://x.com/DividendDynasty/status/2008952011165978845) 2026-01-07T17:20Z 22.8K followers, [----] engagements "$SPGI raised the dividend by a marginal 1% yesterday. The lower increase is due to the anticipated Mobility spin off a cautious increase makes sense imo" [X Link](https://x.com/DividendDynasty/status/2011756774022619417) 2026-01-15T11:06Z 22.7K followers, [----] engagements "People will feel very silly in a few years after not buying $ADBE at these valuations over AI fears Uncertainty = Opportunity" [X Link](https://x.com/DividendDynasty/status/2012545771044823368) 2026-01-17T15:21Z 22.8K followers, 10.2K engagements "Holy sh*t $IBKR is a beast of a business. Since Sept 2022: 29% Revenue CAGR 37% Operating Profit CAGR Margin Expansion (62.5% - 76.9%) 🤯 Fwd PE of 28.3x doesnt look too steep Interested here 🤔 $IBKR investors can go back to hibernation for another three months. https://t.co/MR6g2SAzbn $IBKR investors can go back to hibernation for another three months. https://t.co/MR6g2SAzbn" [X Link](https://x.com/DividendDynasty/status/2013735478361456926) 2026-01-20T22:08Z 22.7K followers, [----] engagements "$IBKR is such a phenomenal business. On my watchlist Id love to own someday. [--] yr stock CAGR: 34.3% Fwd PE: 28.3x Operating margin: 76.9% 🤯" [X Link](https://x.com/DividendDynasty/status/2014041785887080669) 2026-01-21T18:25Z 22.7K followers, [----] engagements "$MA now coming into correct territory over the last month. -8.6% for the month 📉 Looking attractive right now. Ive been adding to my position recently and $MA is likely to become a top [--] position for me" [X Link](https://x.com/DividendDynasty/status/2014712226637087184) 2026-01-23T14:50Z 22.8K followers, 28.8K engagements "@RCompunder I do like $LSEG.L tbf" [X Link](https://x.com/DividendDynasty/status/2015131282326356218) 2026-01-24T18:35Z 22.7K followers, [--] engagements "$ZTS is definitely on my radar. Looks like a great dividend growth option. 🐶 Zoetis $ZTS Valuation looks attractive at these levels. https://t.co/K5bwKy4QV8 🐶 Zoetis $ZTS Valuation looks attractive at these levels. https://t.co/K5bwKy4QV8" [X Link](https://x.com/DividendDynasty/status/2015532220170039486) 2026-01-25T21:08Z 22.8K followers, [----] engagements "Is $RACE an opportunity right here 🤔 Ferrari $RACE valuation is reaching COVID lows 👀 https://t.co/dx0NQUpqoK Ferrari $RACE valuation is reaching COVID lows 👀 https://t.co/dx0NQUpqoK" [X Link](https://x.com/DividendDynasty/status/2015582233835282538) 2026-01-26T00:27Z 22.7K followers, [----] engagements "@investingbyGenZ Yeah I agree; the Stellantis ownership puts me off a little as I think that will be a drag. But I agree it does look compelling with the large $RACE holding nonetheless" [X Link](https://x.com/DividendDynasty/status/2015726037129183689) 2026-01-26T09:58Z 22.7K followers, [---] engagements "What stock is currently your largest position in your portfolio 🤔 Mine is $PYPL at a 27.2% allocation. See the other positions in my portfolio for FREE over on Blossom https://getblossom.onelink.me/SOfu/dividenddynasty https://getblossom.onelink.me/SOfu/dividenddynasty" [X Link](https://x.com/DividendDynasty/status/2015792124826898686) 2026-01-26T14:21Z 22.8K followers, [----] engagements "$MA is my top buy of [----] right now. Unbelievable quality at a fair price. For the first time in over [--] years $MA is trading at a lower P/CF valuation than $V. Despite $MA trading at a lower valuation they have higher projected earnings growth: $MA Projected 3YR EPS CAGR: 16.29% $V Projected 3YR EPS CAGR: 12.38% Is $MA now an opportunity https://t.co/r4j4LLsVjW For the first time in over [--] years $MA is trading at a lower P/CF valuation than $V. Despite $MA trading at a lower valuation they have higher projected earnings growth: $MA Projected 3YR EPS CAGR: 16.29% $V Projected 3YR EPS CAGR:" [X Link](https://x.com/DividendDynasty/status/2015932160700469739) 2026-01-26T23:37Z 22.7K followers, 16.8K engagements "@FluentInQuality $BRO looking great right now" [X Link](https://x.com/DividendDynasty/status/2016275750156992656) 2026-01-27T22:22Z 22.7K followers, [---] engagements "Its been an incredibly rough start to [----] already for $PYPL Two further downgrades today by Morgan Stanley and Rothschild & Co Redburn. When do we see a bottom for PayPal stock 🤔" [X Link](https://x.com/DividendDynasty/status/2016500118892032281) 2026-01-28T13:14Z 22.7K followers, [----] engagements "Some small top ups to the portfolio today: $BRK.B +3% to position $MA +3% to position $NFLX +5% to position All are great opportunities at current prices. Track my portfolio and all the buys I make live on Blossom: https://getblossom.onelink.me/SOfu/dividenddynasty https://getblossom.onelink.me/SOfu/dividenddynasty" [X Link](https://x.com/DividendDynasty/status/2016570775453483210) 2026-01-28T17:55Z 22.7K followers, [----] engagements "Its been a tough ride $PYPL 😬 Watching $PYPL hit another 52-week low down 3% today. Went to search for it on Yahoo Finance and actually wrote PainPal in the search bar purely accidentally true story but not a fun story. https://t.co/3AD8LGkpWQ Watching $PYPL hit another 52-week low down 3% today. Went to search for it on Yahoo Finance and actually wrote PainPal in the search bar purely accidentally true story but not a fun story. https://t.co/3AD8LGkpWQ" [X Link](https://x.com/DividendDynasty/status/2016610832969306280) 2026-01-28T20:34Z 22.7K followers, [----] engagements "$NOW dropping on such a strong report just shows the state of current sentiment around SaaS Is ServiceNow an opportunity right $NOW 🤔 To absolutely NOBODY's surprise $NOW put up stellar numbers yet the stock is down -6% Revenues +21% EBIT Margins of 13.7% Customer renewal rate at 98% # of Customers with annual contract values 5M exceeded [---] for the first time ever 👀 They also reported [---] new https://t.co/AXb0LCKt3E To absolutely NOBODY's surprise $NOW put up stellar numbers yet the stock is down -6% Revenues +21% EBIT Margins of 13.7% Customer renewal rate at 98% # of Customers with" [X Link](https://x.com/DividendDynasty/status/2016819864728445371) 2026-01-29T10:25Z 22.7K followers, [----] engagements "@DimitryNakhla VAS is the reason I picked $MA over $V itll be the next major leg of growth for the company great to see it growing at such a rate" [X Link](https://x.com/DividendDynasty/status/2016869602949574794) 2026-01-29T13:42Z 22.7K followers, [---] engagements "Its laughable at this point $PYPL $50 soon 👀" [X Link](https://x.com/DividendDynasty/status/2016890416012963914) 2026-01-29T15:05Z 22.7K followers, 16.4K engagements "Software is CHEAP. $NOW -25.8% $ADBE -17.85% $CRM -19.87% $CSU -22.49% $INTU -25.57% Disclaimer: holding may be detrimental to your mental health" [X Link](https://x.com/DividendDynasty/status/2016935025988468761) 2026-01-29T18:02Z 22.7K followers, [----] engagements "Phenomenal $MA 📈 Everything you need to know about $MA. FCF/share. Up 23% YoY. https://t.co/5L7lSSDGIL Everything you need to know about $MA. FCF/share. Up 23% YoY. https://t.co/5L7lSSDGIL" [X Link](https://x.com/DividendDynasty/status/2017262659301695923) 2026-01-30T15:44Z 22.7K followers, [----] engagements "January [----] Portfolio Update 💼 Its definitely been a rough start to the year with $PYPL & $ADBE continuing to be hammered. But this month has been great for new additions and contributions: Added: $META $MA $SPGI $BRK $NFLX All will begin to take up a larger spot in the portfolio. Onwards into a busy first couple of weeks of Feb with $PYPL being the big report Im watching closely Im expecting a double beat but my focus is on guidance and overall commentary - I feel this is a bit of a make or break Qtr for PayPal depending on how it goes Ill be making a decision on what to do with the" [X Link](https://x.com/DividendDynasty/status/2017345842550841726) 2026-01-30T21:15Z 22.7K followers, [----] engagements "This is an excellent summary of $FICO valuation / earnings engines working in parallel. A company growing earnings in the way that $FICO does often leads to large return potential for those that can look beyond the expensive current PE the company looks attractive right now. Sharing some thoughts on $FICO 👇🏽 Photo 1: $FICO now trades 32x NTM earnings estimates. Just four days ago ahead of its Q1 [----] report it traded 39x. $FICO is down 5% in the past [--] days so most of that multiple contraction (18%) is due to aggressive growth in earnings. https://t.co/N4k9A0F8Q9 Sharing some thoughts on" [X Link](https://x.com/DividendDynasty/status/2017551922119524616) 2026-01-31T10:53Z 22.8K followers, [----] engagements "At a sub $50B $PYPL sentiment is at absolute lows. PayPal report their Q4 earnings report on Tuesday before market open. I currently have a 25.6% allocation and Im feeling positive. At current valuations and buyback cadence 10% returns seem incredibly reasonable" [X Link](https://x.com/DividendDynasty/status/2017653695744221474) 2026-01-31T17:38Z 22.8K followers, [----] engagements "Ill run a marathon if this happens $PYPL 😂 @JuanRodrig07 PayPal goes up 20% next week. @JuanRodrig07 PayPal goes up 20% next week" [X Link](https://x.com/DividendDynasty/status/2017679030703542493) 2026-01-31T19:19Z 22.8K followers, [----] engagements "Tell me what you really think $PYPL @DividendDynasty Paypal is complete death business. no moat no profit no active users. just a useless business. @DividendDynasty Paypal is complete death business. no moat no profit no active users. just a useless business" [X Link](https://x.com/DividendDynasty/status/2017732058597003382) 2026-01-31T22:49Z 22.8K followers, [----] engagements "$MSTR the compounding machine. INSANE numbers 🤯 Monster Beverage is up 1123000% since [----]. That's 36% per year. For [--] years. Monster Beverage is up 1123000% since [----]. That's 36% per year. For [--] years" [X Link](https://x.com/DividendDynasty/status/2017897313604194727) 2026-02-01T09:46Z 22.8K followers, [----] engagements "$MNST ******" [X Link](https://x.com/DividendDynasty/status/2017920967008219543) 2026-02-01T11:20Z 22.8K followers, [---] engagements "What stocks have you been buying recently and why 🤔" [X Link](https://x.com/DividendDynasty/status/2017936132462280722) 2026-02-01T12:20Z 22.8K followers, [----] engagements "Big week ahead folks $PYPL time is upon us $UBER $GOOGL $AMZN are the other notable earnings in following closely. Do we see $PLTR drop after today Or will it continue to 🚀🚀🚀" [X Link](https://x.com/DividendDynasty/status/2018255557199626335) 2026-02-02T09:29Z 22.7K followers, [----] engagements "Eyeing $FICO currently January [----] Portfolio Update 💼 Its definitely been a rough start to the year with $PYPL & $ADBE continuing to be hammered. But this month has been great for new additions and contributions: Added: $META $MA $SPGI $BRK $NFLX All will begin to take up a larger spot in https://t.co/9QWpilx5c3 January [----] Portfolio Update 💼 Its definitely been a rough start to the year with $PYPL & $ADBE continuing to be hammered. But this month has been great for new additions and contributions: Added: $META $MA $SPGI $BRK $NFLX All will begin to take up a larger spot in" [X Link](https://x.com/DividendDynasty/status/2018352645056954696) 2026-02-02T15:55Z 22.8K followers, [----] engagements "The big question where do you think $PYPL will trade at after market close tomorrow 🤔 Im honestly not expecting much maybe a little bump but who knows honestly" [X Link](https://x.com/DividendDynasty/status/2018453653036875844) 2026-02-02T22:37Z 22.8K followers, [----] engagements "How are we feeling folks 🤔 $PYPL Expected numbers for $PYPL (PayPal) earnings today before open: https://t.co/DG2KosxRz6 Expected numbers for $PYPL (PayPal) earnings today before open: https://t.co/DG2KosxRz6" [X Link](https://x.com/DividendDynasty/status/2018655114899382508) 2026-02-03T11:57Z 22.8K followers, [----] engagements "This is what the $PYPL guidance looks like. - CEO Gone - Growth Anaemic - Growth Plan Unknown Thesis BROKEN. I always look to remain honest on here Tough one to take but I took a haircut of about [-----] on the PayPal position overall. Lessons learned time to move on" [X Link](https://x.com/DividendDynasty/status/2018662963738247613) 2026-02-03T12:28Z 22.8K followers, 18K engagements "On the positive side Ive now got a bunch of cash to buy $MA $META & $NFLX 👀 This is what the $PYPL guidance looks like. - CEO Gone - Growth Anaemic - Growth Plan Unknown Thesis BROKEN. I always look to remain honest on here Tough one to take but I took a haircut of about [-----] on the PayPal position overall. Lessons learned time to move on. https://t.co/f6VBTb0Gs5 This is what the $PYPL guidance looks like. - CEO Gone - Growth Anaemic - Growth Plan Unknown Thesis BROKEN. I always look to remain honest on here Tough one to take but I took a haircut of about [-----] on the PayPal position" [X Link](https://x.com/DividendDynasty/status/2018664257030963354) 2026-02-03T12:33Z 22.8K followers, 18.2K engagements "This example here is the biggest regret I have with the $PYPL position. $GOOGL & $ASML specifically were very high conviction picks for me that did really well last year. Made a big gain on both but my position sizing could have been much larger if the funds werent parked in $PYPL Lessons $pypl: imagine bag holding a turn around play when you could have invested in $googl $meta $amzn or literally any compounding large cap 🤣 https://t.co/rbg5m5zXWG $pypl: imagine bag holding a turn around play when you could have invested in $googl $meta $amzn or literally any compounding large cap 🤣" [X Link](https://x.com/DividendDynasty/status/2018691488444473616) 2026-02-03T14:22Z 22.7K followers, [----] engagements "Very happy with the redistribution of the $PYPL sale today. $MA $META $SPGI $NFLX AND $FICO Updates to go through on Blossom later today" [X Link](https://x.com/DividendDynasty/status/2018708987089133967) 2026-02-03T15:31Z 22.8K followers, [----] engagements "@ThinknStocks Thanks Bobby Yeah it turned out to be a pretty good day to reallocate very happy with the $SPGI & $FICO dips" [X Link](https://x.com/DividendDynasty/status/2018801638195265976) 2026-02-03T21:39Z 22.8K followers, [---] engagements "A must read on $PYPL 👇🏻 A few thoughts about PayPal nearly [--] years after I left. I woke up this morning to dozens of messages from former PayPal colleagues. It pushed me to finally speak up. I never spoke publicly about the company after I left. Part of that was loyalty to John Donahoe who gave me A few thoughts about PayPal nearly [--] years after I left. I woke up this morning to dozens of messages from former PayPal colleagues. It pushed me to finally speak up. I never spoke publicly about the company after I left. Part of that was loyalty to John Donahoe who gave me" [X Link](https://x.com/DividendDynasty/status/2018978560577519756) 2026-02-04T09:22Z 22.7K followers, [----] engagements "Looking like an excellent day to add more $UBER & $SPGI" [X Link](https://x.com/DividendDynasty/status/2019089568042016891) 2026-02-04T16:44Z 22.7K followers, [----] engagements "@QualityInvest5 Ive entered $FICO myself on this dip also building the $UBER position out to be more meaningful. Lots of opportunities right now that look really compelling long term-term" [X Link](https://x.com/DividendDynasty/status/2019137117499294053) 2026-02-04T19:52Z 22.8K followers, [----] engagements "@QualityInvest5 Exciting times mate You looking to add any more $ADBE" [X Link](https://x.com/DividendDynasty/status/2019138262724669655) 2026-02-04T19:57Z 22.7K followers, [---] engagements "The market is largely red this week and lots of the stocks on my watchlist have fallen into buying territory for me. Ive finally added $FICO to the portfolio. I also added more $UBER today on the post earnings drop. What stocks have you been buying 🤔" [X Link](https://x.com/DividendDynasty/status/2019146359052357666) 2026-02-04T20:29Z 22.8K followers, [----] engagements "Track my portfolio live on Blossom: https://getblossom.onelink.me/SOfu/dividenddynasty https://getblossom.onelink.me/SOfu/dividenddynasty" [X Link](https://x.com/DividendDynasty/status/2019146362147795203) 2026-02-04T20:29Z 22.7K followers, [---] engagements "PLENTY of opportunity to add to high quality names at reasonable valuations right now. $SPGI & $FICO have been my focus this week. After Yesterdays Carnage: Updated NTM P/E 2-Year EPS CAGR Est PEG💵 [--]. $SNOW 120x 43% [----] [--]. $CDNS 34x 14% [----] [--]. $ADP 20x 9% [----] [--]. $MCO 29x 12% [----] [--]. $SPGI 24x 12% [----] [--]. $TDG 33x 17% [----] [--]. $ICE 22x 12% [----] [--]. $ASML 40x 22% [----] [--]. After Yesterdays Carnage: Updated NTM P/E 2-Year EPS CAGR Est PEG💵 [--]. $SNOW 120x 43% [----] [--]. $CDNS 34x 14% [----] [--]. $ADP 20x 9% [----] [--]. $MCO 29x 12% [----] [--]. $SPGI 24x 12% [----] [--]. $TDG 33x 17% [----] [--]. $ICE 22x 12% [----] 8." [X Link](https://x.com/DividendDynasty/status/2019177675399786867) 2026-02-04T22:34Z 22.8K followers, [----] engagements "Interesting to look back on $PYPL Thank you @DavidFaber for the great conversation on @SquawkStreet this morning and the opportunity to talk about the future of @PayPal and serving consumers and small businesses globally. https://t.co/KfjQEFT8jt Thank you @DavidFaber for the great conversation on @SquawkStreet this morning and the opportunity to talk about the future of @PayPal and serving consumers and small businesses globally. https://t.co/KfjQEFT8jt" [X Link](https://x.com/DividendDynasty/status/2019377579548155928) 2026-02-05T11:48Z 22.7K followers, [----] engagements "@freedombill3 Appreciate it Bill definitely mate onto better opportunities" [X Link](https://x.com/DividendDynasty/status/2019407339972133103) 2026-02-05T13:46Z 22.7K followers, [--] engagements "@DudeWhoInvests Interested to see what AWS growth looks like after $GOOGL acceleration" [X Link](https://x.com/DividendDynasty/status/2019471639918821503) 2026-02-05T18:02Z 22.7K followers, [----] engagements "$SPGI is doomed vibe coding is the future. S&P Global is losing in AI S&P Global is losing in AI" [X Link](https://x.com/DividendDynasty/status/2019514181356228911) 2026-02-05T20:51Z 22.8K followers, [----] engagements "$AMZN en route to $200 Love to see it" [X Link](https://x.com/DividendDynasty/status/2019517224369967185) 2026-02-05T21:03Z 22.7K followers, [----] engagements "Big tech CAPEX guidance for [----] is EXPLOSIVE 🤯 $AMZN: $200B $GOOGL: $175B $META: $115B $MSFT: $98B Do you think the incremental return on these investments will pay off long-term or are the big tech companies over extending themselves 🤔" [X Link](https://x.com/DividendDynasty/status/2019528452957720888) 2026-02-05T21:47Z 22.8K followers, [----] engagements "Im very much enjoying this sell off. What stocks are you buying 🤔" [X Link](https://x.com/DividendDynasty/status/2019563965861577181) 2026-02-06T00:09Z 22.8K followers, [----] engagements "Initiated a new position in $AMZN today. Will be building this up to an 8-10% position if it stays at these levels. A long-term winner happy to own as a part of the portfolio 💼 Track my portfolio live on Blossom: https://getblossom.onelink.me/SOfu/dividenddynasty https://getblossom.onelink.me/SOfu/dividenddynasty" [X Link](https://x.com/DividendDynasty/status/2019870455646286151) 2026-02-06T20:26Z 22.8K followers, [----] engagements "Its the weekend folks hope you have a good one - Saturday morning long-run ✅ - Now catching up with some @QualityInvest5 not wasting my time. Its been a busy week with plenty of new buys going to be doing a bit of a recap later. What have you been buying this week 🤔" [X Link](https://x.com/DividendDynasty/status/2020119299176706341) 2026-02-07T12:55Z 22.7K followers, [----] engagements "Adding to $SPGI on this dip. Currently my 2nd largest position. Among the financial data services stocks sold off these are some I think are least susceptible to AI disruption: $VRSK $MCO $SPGI $BR Convince me Im wrong. Among the financial data services stocks sold off these are some I think are least susceptible to AI disruption: $VRSK $MCO $SPGI $BR Convince me Im wrong" [X Link](https://x.com/DividendDynasty/status/2020184789245128777) 2026-02-07T17:16Z 22.8K followers, [----] engagements "@SIIpodcast Feels good Mark" [X Link](https://x.com/DividendDynasty/status/2020264563778736267) 2026-02-07T22:33Z 22.7K followers, [--] engagements "Mental 🤯 Microsoft now trades at a lower forward multiple than IBM for the first time in 10+ years. Forward P/E: $MSFT: 22.9x $IBM: 24.1x https://t.co/PDJpZoUd9C Microsoft now trades at a lower forward multiple than IBM for the first time in 10+ years. Forward P/E: $MSFT: 22.9x $IBM: 24.1x https://t.co/PDJpZoUd9C" [X Link](https://x.com/DividendDynasty/status/2020778519471550832) 2026-02-09T08:35Z 22.8K followers, [----] engagements "@DeepIceValue You love to see it" [X Link](https://x.com/DividendDynasty/status/2021262892109070751) 2026-02-10T16:40Z 22.8K followers, [---] engagements "Bullish $SPGI $SPGI Director just purchased over $1 Million worth of shares this is the largest insider purchase since [----] https://t.co/5dxVtelq5O $SPGI Director just purchased over $1 Million worth of shares this is the largest insider purchase since [----] https://t.co/5dxVtelq5O" [X Link](https://x.com/DividendDynasty/status/2022089459072954440) 2026-02-12T23:24Z 22.9K followers, [----] engagements "Its been a very rough [--] months for $RMV.L Rightmove: Currently down -27.59% 🔴 The stock currently trades at a fwd P/FCF of 18.9% with expected long-term EPS growth of 8.8% This company is the dominant player in UK property listing portals Looking much more attractive here" [X Link](https://x.com/DividendDynasty/status/1990365125262680281) 2025-11-17T10:23Z 22.9K followers, [----] engagements "3) $ADBE Adobe Inc @ $324 EV/EBIT: 16.8x" [X Link](https://x.com/DividendDynasty/status/1992337299565371849) 2025-11-22T21:00Z 22.9K followers, 29.4K engagements "4 stocks that are DRASTICALLY out of favour right now and being overlooked by the market 👇🏻 1) $ADBE Adobe Inc Stock Price: -27.5% YTD 5yr FCF CAGR: 13.3% ROIC: 22.4% Fwd P/FCF: 13.6x" [X Link](https://x.com/DividendDynasty/status/1993428287666983293) 2025-11-25T21:15Z 22.9K followers, 67.4K engagements "Both $FICO & $NFLX down -5% today. Whos buying here 🤔" [X Link](https://x.com/DividendDynasty/status/2021987596663238895) 2026-02-12T16:39Z 22.9K followers, [----] engagements "Opportunity lies in the face of uncertainty. Here are my current top [--] opportunities in the market right now: All are in large downturns YTD 1) $ADBE 10.7x fwd PE" [X Link](https://x.com/DividendDynasty/status/2022338295729201179) 2026-02-13T15:53Z 22.9K followers, 65K engagements "3 of the best UK businesses currently listed on the LSE (imo 👀) 1) Games Workshop $GAW.L PE (fwd): 26.8x ROCE: 68.9% Operating Margin (5yr avg): 36.7% 5yr FCF CAGR: 26.6% 2) Rightmove $RMV.L PE (fwd): 21.7x ROCE: 363% Operating Margin (5yr avg): 71.9% 5yr FCF CAGR: 6.42% 3) Greggs PLC $GRG.L PE (fwd): 18.8x ROCE: 22.4% Operating Margin (5yr avg): 8.38% 5yr FCF CAGR: 10% https://twitter.com/i/web/status/1861393755003076927 https://twitter.com/i/web/status/1861393755003076927" [X Link](https://x.com/DividendDynasty/status/1861393755003076927) 2024-11-26T12:57Z 22.8K followers, [----] engagements "$RMV.L has one of the most impressive ROIC metrics I think Ive ever seen. Averaging well above 300% for the last decade 🤯 Consistent FCF CAGR as well 📈" [X Link](https://x.com/DividendDynasty/status/1979624188907565334) 2025-10-18T19:02Z 22.8K followers, [---] engagements "$RMV.L down big today after slashing [----] profit guidance. This is one thats been on my watchlist for some time but always too expensive. Time to dig a little deeper and determine whether this drop makes the stock attractive" [X Link](https://x.com/DividendDynasty/status/1986779324020842743) 2025-11-07T12:54Z 22.8K followers, [----] engagements "My top three GARP opportunities in the market right now: 1) $META Meta Platforms @ $596 EV/EBIT: 18.37x" [X Link](https://x.com/DividendDynasty/status/1992337283719295028) 2025-11-22T20:59Z 22.8K followers, 295K engagements "$BKNG Booking Holdings is currently down -12.5% over the last [--] months. This has pulled the fwd P/FCF down to just 16.5x Booking is a FCF machine and is reducing its share count significantly (-20.05% since June 2022). Why wouldnt $BKNG work from here 🤔" [X Link](https://x.com/DividendDynasty/status/1994473366195982543) 2025-11-28T18:28Z 22.8K followers, 24.8K engagements "Markets keep pushing ATHs but when digging deeper there are still some excellent value picks to be found Here are my top [--] picks 👇🏻 1) $BKNG Booking Holdings -0.2% YTD 🔴 Fwd P/FCF: 16.5x Bookings stock price has been hit with the latest wave of AI fear with Agentic commerce starting to pick up speed Bookings position is starting to get questioned. Fears are far overblown IMO. https://twitter.com/i/web/status/1994840386800435457 https://twitter.com/i/web/status/1994840386800435457" [X Link](https://x.com/DividendDynasty/status/1994840386800435457) 2025-11-29T18:46Z 22.8K followers, 25.2K engagements "Some of the best businesses in the world. $MCO $SPGI Do you own either 🤔 This is what a tollbooth looks like: 90% of all debt carries both a Moodys and an S&P rating. Dev Kantesaria $MCO $SPGI https://t.co/FjpPqtg7Hf This is what a tollbooth looks like: 90% of all debt carries both a Moodys and an S&P rating. Dev Kantesaria $MCO $SPGI https://t.co/FjpPqtg7Hf" [X Link](https://x.com/DividendDynasty/status/2002008390952722491) 2025-12-19T13:29Z 22.8K followers, [----] engagements "What is your top stock for [----] 🤔 Currently drafting my top [--] for the next year" [X Link](https://x.com/DividendDynasty/status/2003842011514966417) 2025-12-24T14:55Z 22.8K followers, [----] engagements "My current allocation for the NEW Dividend Growth Portfolio 💼 Value: [------] $VICI 26.8% $FTWG.L 25.6% $NVO 16.3% $GRG.L 14.3% $MA 8.6% The first objective of this portfolio is to hit a [--] PADI With 8% remaining in cash what do you think I should buy 🤔 🚨UPDATE / LONG POST ALERT 🚨 Im excited to be starting a BRAND NEW Dividend Growth Portfolio Project starting in [----] Somewhat inspired by @TheGeordiePig UK focussed portfolio Ill be creating a @freetrade ISA portfolio focussed entirely on building a dividend growth https://t.co/abmRdFpNR0 🚨UPDATE / LONG POST ALERT 🚨 Im excited to be" [X Link](https://x.com/DividendDynasty/status/2005796745964310988) 2025-12-30T00:23Z 22.9K followers, [----] engagements "My favourite [--] UK individual dividend growth stocks 1) $GRG.L (Greggs PLC) Fwd PE: 12.8x 5yr EPS CAGR: 12% ROCE: 19.5% Fwd Dividend Yield: 4.15% 2) $BMY.L (Bloomsbury Publishing) Fwd PE: 11.5x 5yr EPS CAGR: 18.1% ROCE: 12.6% Fwd Dividend Yield: 3.56% 3) $GAW.L (Games Workshop) Fwd PE: 31.2x 5yr EPS CAGR: 22.2% ROCE: 81.8% Fwd Dividend Yield: 2.74% https://twitter.com/i/web/status/2007821708133064723 https://twitter.com/i/web/status/2007821708133064723" [X Link](https://x.com/DividendDynasty/status/2007821708133064723) 2026-01-04T14:29Z 22.8K followers, [----] engagements "$BRO Brown& Brown is currently trading way below its historical fwd PE multiple. Trading currently at 17.21x fwd PE This is a highly cash generative insurance brokerage. The company is a disciplined serial acquirer (20-30 agencies per year usually) with a long history of effective capital allocation. I think $BRO goes under the radar but is an excellent compounder. Thoughts 🤔 https://twitter.com/i/web/status/2014386422791143562 https://twitter.com/i/web/status/2014386422791143562" [X Link](https://x.com/DividendDynasty/status/2014386422791143562) 2026-01-22T17:15Z 22.8K followers, [----] engagements "My current top [--] holdings: 1) $PYPL 27.2% 2) $GRG.L 9.3% 3) $ADBE 9.2% 4) $BRK.B 8.4% 5) $META 8.4% Total Allocation: 62.5% You can see the rest of my holdings on the Blossom app completely free 👇🏻 https://getblossom.onelink.me/SOfu/dividenddynasty https://getblossom.onelink.me/SOfu/dividenddynasty" [X Link](https://x.com/DividendDynasty/status/2015127812114391085) 2026-01-24T18:21Z 22.8K followers, 10.6K engagements "A current breakdown of my Dividend Growth Portfolio 💼 1) $FTWG.L 2) $VICI 3) $NVO 4) $JEQP 5) $GRG.L 6) $MA 7) $UNH 8) $DOM.L 9) $BMY.L Yield on Cost: 3.72% PADI: [-----] Portfolio Performance: 2.08% Benchmark Performance: 0.79%" [X Link](https://x.com/DividendDynasty/status/2015166779660623901) 2026-01-24T20:56Z 22.8K followers, [----] engagements "Ladies and gentlemen what stocks are you planning to buy next week 🤔" [X Link](https://x.com/DividendDynasty/status/2015529641826480136) 2026-01-25T20:58Z 22.9K followers, [----] engagements "You have to admit $O is the ultimate boomer stock. Sustainable and growing income 📈💵 Realty Income's growth is driven by a disciplined strategy built over 30+ years. Our 4.2% compound annual dividend growth rate reflects the strength of our model and our identity as The Monthly Dividend Company. Lean more about our growth strategy: https://t.co/MCkO6r7BSS https://t.co/HWY0B2M881 Realty Income's growth is driven by a disciplined strategy built over 30+ years. Our 4.2% compound annual dividend growth rate reflects the strength of our model and our identity as The Monthly Dividend Company." [X Link](https://x.com/DividendDynasty/status/2017951443878088900) 2026-02-01T13:21Z 22.8K followers, [----] engagements "$PYPL its time Im afraid" [X Link](https://x.com/DividendDynasty/status/2018658446359617642) 2026-02-03T12:10Z 22.8K followers, [----] engagements "Who the hell blew up $SPGI Whats the news" [X Link](https://x.com/DividendDynasty/status/2018695965423685815) 2026-02-03T14:39Z 22.8K followers, 22.7K engagements "Okay folks a little recap of todays activity: Sold 100% of my $PYPL position (-20% loss) Adds: $FICO (New): 6.1% position $SPGI (+69%): 13.2% position $MA (+30%): 11.1% position $META (+50%): 14.2% position $NFLX (+71%): 8.9% position $ZETA (+18%): 2.1% position It sucks how $PYPL played out but overall it feels right to be allocating to positions that are much higher in quality trade at reasonable valuations and I have huge conviction in long-term. I already had an idea of the positions I wanted to build out if PayPal didnt execute Im much happier with the overall balance of the portfolio" [X Link](https://x.com/DividendDynasty/status/2018799531152883819) 2026-02-03T21:31Z 22.8K followers, 14.8K engagements "$SPGI is now trading near multi-year highs in FCF yield. With the company positioned to benefit highly from the debt 'maturity wall' which is peaking in [----] at over $3T in debt requiring refinancing. I'm as bullish as ever and no AI isn't going to 'vibecode' S&P Global" [X Link](https://x.com/DividendDynasty/status/2019497985281765559) 2026-02-05T19:46Z 22.8K followers, [----] engagements "Amazon $AMZN Earnings are in and the stock is -9% after hours 🔴 Revenue of $213.4B beats by $2.17B 🟢 GAAP EPS of $1.95 misses by $0.01 🔴 AWS growth: 24% (beat vs expectations) Looking to pick up some shares $200 for sure. Great opportunity" [X Link](https://x.com/DividendDynasty/status/2019519655153660398) 2026-02-05T21:13Z 22.8K followers, [----] engagements "So were buying $AMZN right 👀 Very excited to see it trading down to these levels again Now trading at a P/OCF of just 15.79x whilst growing OCF at a 16.1% CAGR since Dec [----]. A big opportunity IMO similar to the $GOOGL opportunity we saw in April 2025" [X Link](https://x.com/DividendDynasty/status/2019731850437292490) 2026-02-06T11:16Z 22.8K followers, [----] engagements "After this weeks buys here is how the portfolio is currently allocated: $META 13.7% $SPGI 12.5% $MA 11% $BRK.B 10% $NFLX 9.2% $ADBE 8.9% $FICO 6.4% $GRG.L 6.3% $UBER 5.5% $BRO 4.6% $GAW.L 3.5% $AMZN 3.3% $VUSA.L 2.9% $ZETA 2.1% You can track my trades completely live over on Blossom: https://getblossom.onelink.me/SOfu/dividenddynasty https://getblossom.onelink.me/SOfu/dividenddynasty" [X Link](https://x.com/DividendDynasty/status/2020183627963801777) 2026-02-07T17:11Z 22.8K followers, [----] engagements "$SPGI now trading at a 4% FCF yield is a great entry and above historical averages. Its crazy how easily the market begins to underestimate S&P Globals importance and stickiness within global capital markets. The biggest businesses in the work RELY on S&P that cant just be vibe-coded away by AI I dont think many investors truly appreciate how deep the moats at $SPGI and $MCO really are. These arent just data businesses theyre embedded gatekeepers in global capital markets with network effects regulatory reliance & decades of trust that are hard to replicate. I dont think many investors truly" [X Link](https://x.com/DividendDynasty/status/2020865385478676761) 2026-02-09T14:20Z 22.8K followers, 20.9K engagements "Very nice from $SPOT $SPOT (Spotify Technology) #earnings are out: https://t.co/gYdbUQOQu1 $SPOT (Spotify Technology) #earnings are out: https://t.co/gYdbUQOQu1" [X Link](https://x.com/DividendDynasty/status/2021186012089602121) 2026-02-10T11:34Z 22.8K followers, [----] engagements "$SPGI earnings are out Shares are -6% before market open 📉 [----] guidance below; $SPGI (S&P Global) #earnings are out: https://t.co/LH9QFkawy7 $SPGI (S&P Global) #earnings are out: https://t.co/LH9QFkawy7" [X Link](https://x.com/DividendDynasty/status/2021196074229301566) 2026-02-10T12:14Z 22.8K followers, [----] engagements "Over 95% of our revenue is tied to proprietary benchmarks differentiated data and critical workflow tools. Just a reminder S&P Global is not a meme stock folks Long $SPGI Buying is an understatement at these levels $SPGI currently -17.5% on the day https://t.co/1LAg7z2an6 Buying is an understatement at these levels $SPGI currently -17.5% on the day https://t.co/1LAg7z2an6" [X Link](https://x.com/DividendDynasty/status/2021218707519701251) 2026-02-10T13:44Z 22.8K followers, 28.9K engagements "Financial services has had a ROUGH start to [----]. Lots of fear around this sector. Lots of opportunity also" [X Link](https://x.com/DividendDynasty/status/2021220194081702119) 2026-02-10T13:50Z 22.8K followers, [----] engagements "10 Companies with a 5yr avg net margin above 30% and an ROIC above 15%👇🏻 Which is your favourite 🤔 1) $V (Visa) 2) $MA (Mastercard) 3) $RMV.L (Rightmove) 4) $TPL (Texas Pacific Land) 5) $GAW.L (Games Workshop) 6) $META (Meta Platforms) 7) $MSFT (Microsoft) 8) $MSCI (MSCI) 9) $ADBE (Adobe) 10) $MCO (Moodys) https://twitter.com/i/web/status/1960841955367321647 https://twitter.com/i/web/status/1960841955367321647" [X Link](https://x.com/DividendDynasty/status/1960841955367321647) 2025-08-27T23:08Z 22.9K followers, [----] engagements "Markets are looking 🟢 this morning. Hopefully another positive week for the portfolio. What stocks are you looking at this week 🤔 My research list: $LSEG.L $RMV.L $AMZN $SPGI" [X Link](https://x.com/DividendDynasty/status/1975133342988480535) 2025-10-06T09:37Z 22.9K followers, [----] engagements "Its that time of year where we start to look forward to the next Here are my TOP [--] stocks to buy for [----] 👇 Let me know what you think and what stocks you would add to this list 1) $ADBE Adobe Inc FCF Margin: 41.4% 5yr ROIC: 22.6% 3yr EPS CAGR: 18.2% 10yr share count reduction: -15.91% At a fwd P/FCF of just 14.7x Adobe is being priced for decline in the face of AI threats. https://twitter.com/i/web/status/2003870688256344346 https://twitter.com/i/web/status/2003870688256344346" [X Link](https://x.com/DividendDynasty/status/2003870688256344346) 2025-12-24T16:49Z 22.9K followers, 25.7K engagements "$BRO Brown & Brown is now in a -30% decline over the last year. Coming into an attractive buy zone for me. Currently a 4.3% position in my portfolio. Will be adding more here. Track my portfolio live on Blossom: https://getblossom.onelink.me/SOfu/dividenddynasty https://getblossom.onelink.me/SOfu/dividenddynasty" [X Link](https://x.com/DividendDynasty/status/2016276776771584030) 2026-01-27T22:26Z 22.9K followers, [----] engagements "4) $AMZN 25.9x fwd PE (EV/OCF: 12.37x)" [X Link](https://x.com/DividendDynasty/status/2022338321876476291) 2026-02-13T15:53Z 22.9K followers, 11K engagements "What stock you own has you feeling like this 🤔" [X Link](https://x.com/DividendDynasty/status/1985336210429182391) 2025-11-03T13:20Z 22.9K followers, 48.6K engagements "Whats one stock you want to add to the portfolio but havent pulled the trigger yet 🤔 Mine: $AMZN" [X Link](https://x.com/DividendDynasty/status/2009387499546652816) 2026-01-08T22:11Z 22.9K followers, 12.5K engagements "FYI folks you can now see my portfolio completely live Ill but updating all of my purchases in the @meetblossomapp from now on. Let me know what you think of the portfolio 💼 👇🏻 https://getblossom.onelink.me/SOfu/dividenddynasty https://getblossom.onelink.me/SOfu/dividenddynasty" [X Link](https://x.com/anyuser/status/2010678260309381423) 2026-01-12T11:40Z 22.9K followers, [----] engagements "$UBER don't get it twisted the FCF machine keeps on compounding like crazy. FCF Yield is now nearing new highs at 6.1%. Uber currently makes up 5.5% of my portfolio and i've been adding on the post earnings decline" [X Link](https://x.com/DividendDynasty/status/2019471426466529557) 2026-02-05T18:01Z 22.9K followers, [----] engagements "P.S. You can see my entire portfolio and all the trades I make completely free over on Blossom Social Check it out here: https://getblossom.onelink.me/SOfu/dividenddynasty https://getblossom.onelink.me/SOfu/dividenddynasty" [X Link](https://x.com/DividendDynasty/status/2021261521762791553) 2026-02-10T16:34Z 22.9K followers, [----] engagements "I increased my $SPGI position by 24% on todays pre-market dip. Ill continue to DCA whilst the fwd FCF yield sits above 5.5% S&P Global is now a core holding within the portfolio. Track all of my purchases live on Blossom Social 👇🏻 https://getblossom.onelink.me/SOfu/dividenddynasty Buying is an understatement at these levels $SPGI currently -17.5% on the day https://t.co/1LAg7z2an6 https://getblossom.onelink.me/SOfu/dividenddynasty Buying is an understatement at these levels $SPGI currently -17.5% on the day https://t.co/1LAg7z2an6" [X Link](https://x.com/DividendDynasty/status/2021305672592244772) 2026-02-10T19:30Z 22.9K followers, [----] engagements "AI is a tailwind for $SPGI Crazy that folks are actively suggesting AI will kill S&P global the gold standard for ratings an intelligence. AI will not only not displace neither $SPGI or $MCO but it will make their job much easier and cheaper. - They offer a seal of approval (reputation) - AI will be a tailwind when applied to their proprietary datasets AI will not only not displace neither $SPGI or $MCO but it will make their job much easier and cheaper. - They offer a seal of approval (reputation) - AI will be a tailwind when applied to their proprietary datasets" [X Link](https://x.com/DividendDynasty/status/2021550924171497913) 2026-02-11T11:44Z 22.9K followers, [----] engagements "$SPGI is an easy buy and hold at currently levels. A very very reasonable price to pay for such a high quality name. Have you been adding $SPGI 🤔 $SPGI CAGR Potential based on [----] EPS estimates & different multiples: EPS Estimates Dec 2026: $19.82 (11% YoY) Dec 2027: $22.28 (12% YoY) Dec 2028: $24.90 (12% YoY) CAGR assuming [----] EPS Est: 25x 17.4% 24x 15.8% 23x 14.1% 22x 12.3% 21x 10.6% https://t.co/lB9O0Xj4Nb $SPGI CAGR Potential based on [----] EPS estimates & different multiples: EPS Estimates Dec 2026: $19.82 (11% YoY) Dec 2027: $22.28 (12% YoY) Dec 2028: $24.90 (12% YoY) CAGR assuming" [X Link](https://x.com/DividendDynasty/status/2021596507074416731) 2026-02-11T14:45Z 22.9K followers, [----] engagements "Its tough out here for SaaS right now 😬 I dont think this could get much worse. SaaS shareholders today $ADBE -3% $PATH -7% $DUOL -6% $SHOP -9% $ZETA -6% $NOW -6% $CRM -5% https://t.co/IAgYOGyRUB I dont think this could get much worse. SaaS shareholders today $ADBE -3% $PATH -7% $DUOL -6% $SHOP -9% $ZETA -6% $NOW -6% $CRM -5% https://t.co/IAgYOGyRUB" [X Link](https://x.com/DividendDynasty/status/2021604973105086716) 2026-02-11T15:19Z 22.9K followers, [----] engagements "Alex Chriss farewell post after stepping away from $PYPL I personally think he should have been given longer and its a real shame to see him leave. It was an honor to jump into the fight and Im incredibly proud of the PayPal organization-- the path we created with bold innovations and for having the courage every day to wake up and be part of a mission thats bigger than any one of us. Its bittersweet to step out of the "PayPal Arena" and say goodbye to the team customers partners and friends and I'll cherish the memories and milestones we shared together. More than any success or strategy its" [X Link](https://x.com/DividendDynasty/status/2021626034391552501) 2026-02-11T16:43Z 22.9K followers, [----] engagements "Lets go $META 🚀 BILL ACKMAN NOW HOLDS A POSITION IN META $META. https://t.co/UjoXDddONs BILL ACKMAN NOW HOLDS A POSITION IN META $META. https://t.co/UjoXDddONs" [X Link](https://x.com/DividendDynasty/status/2021626437883830501) 2026-02-11T16:44Z 22.9K followers, [----] engagements "Looking for a list of fundamentally improving businesses with short-term price distortion Look no further. Great list @Mindset4Money_X Fundamentals Price Action. Eventually the stock will follow fundamentals. Here are [--] companies where business performance has outpaced market cap growth over the last [--] years: [--]. $ADBE - Adobe Inc Cashflows growing. while the share price goes the other way. https://t.co/sl5JucMkbl Fundamentals Price Action. Eventually the stock will follow fundamentals. Here are [--] companies where business performance has outpaced market cap growth over the last [--] years: 1." [X Link](https://x.com/DividendDynasty/status/2021717797865443448) 2026-02-11T22:47Z 22.9K followers, [----] engagements "Hows your portfolio performing YTD folks 🤔" [X Link](https://x.com/DividendDynasty/status/2021897875383586988) 2026-02-12T10:43Z 22.9K followers, [----] engagements "At what point does $DUOL become too cheap to ignore Trading at 11.5x EV/FCF btw [----] FCF: $48.1m [----] FCF: $354m" [X Link](https://x.com/DividendDynasty/status/2021971581896118553) 2026-02-12T15:36Z 22.9K followers, [----] engagements "$RACE is just in a class of its own 🤯 Top Automakers by Operating Margin: 1/ $RACE: 29.5% 2/ $SZKMY: 9.7% 3/ $TM: 8.5% 4/ $BMWKY: 7.2% 5/ $VWAGY: 5.8% 6/ $MBGYY: 5.0% 7/ $TSLA: 4.6% 8/ $BYDDY: 4.5% 9/ $DRPRY: 4.5% 10/ $HMC: 3.1% 11/ $GM: 1.6% https://t.co/OvICjLBKKn Top Automakers by Operating Margin: 1/ $RACE: 29.5% 2/ $SZKMY: 9.7% 3/ $TM: 8.5% 4/ $BMWKY: 7.2% 5/ $VWAGY: 5.8% 6/ $MBGYY: 5.0% 7/ $TSLA: 4.6% 8/ $BYDDY: 4.5% 9/ $DRPRY: 4.5% 10/ $HMC: 3.1% 11/ $GM: 1.6% https://t.co/OvICjLBKKn" [X Link](https://x.com/DividendDynasty/status/2022334693065298331) 2026-02-13T15:38Z 22.9K followers, [----] engagements "2) $SPGI 19.9x fwd PE" [X Link](https://x.com/DividendDynasty/status/2022338304222618047) 2026-02-13T15:53Z 22.9K followers, 11K engagements "$UBER 21.3x fwd PE" [X Link](https://x.com/DividendDynasty/status/2022338312825180187) 2026-02-13T15:53Z 22.9K followers, 11K engagements "5) $LSEG.L 16.5x fwd PE" [X Link](https://x.com/DividendDynasty/status/2022338330445459721) 2026-02-13T15:53Z 22.9K followers, 11.1K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@DividendDynasty Will’s Dividend Dynasty
Investors are focusing on S&P Global ($spgi) after its recent earnings report, which beat expectations. Some investors are adding to their positions in $spgi, citing its consistent and diversified dividend growth. Meanwhile, other stocks like Adobe ($adbe), Amazon ($amzn), and Microsoft ($msft) are also being discussed as attractive investment opportunities.
Engagements: [------] #
- [--] Week [-------] +38%
- [--] Month [---------] +33%
- [--] Months [---------] +1,519%
- [--] Year [---------] +20%
Mentions: [--] #
- [--] Week [--] -46%
- [--] Month [---] -33%
- [--] Months [-----] +377%
- [--] Year [-----] -7.40%
Followers: [------] #
- [--] Week [------] +0.39%
- [--] Month [------] +1.90%
- [--] Months [------] +21%
- [--] Year [------] +31%
CreatorRank: [-------] #
Social Influence
Social category influence finance 99.23% stocks #3604 technology brands 42.31% cryptocurrencies 7.69% luxury brands 2.31% automotive brands 2.31%
Social topic influence $pypl #1643, $spgi #13, dividend #39, $adbe #3, $ma #278, $meta #733, meta 10%, $amzn #190, stocks #3557, $fico #9
Top accounts mentioned or mentioned by @investingbygenz @qualityinvest5 @william_r2rclub @ferrariforlife9 @rcompunder @thinknstocks @freedombill3 @dudewhoinvests @siipodcast @deepicevalue @investwithwes1 @adam__meinhardt @investor_jelle @financetiger @clarifinance @alex70848763197 @wealthmatica @hap0606 @financejack44 @realnightheron
Top assets mentioned PayPal Holdings Inc (PYPL) S&P Global Inc (SPGI) Adobe, Inc. (ADBE) Mastercard, Inc. (MA) Metadium (META) Amazon.com, Inc. (AMZN) Fair Isaac, Corp. (FICO) Netflix Inc (NFLX) Uber Technologies, Inc. (UBER) Moody's Corporation (MCO) Alphabet Inc Class A (GOOGL) Neurobro (BRO) Novo-Nordisk (NVO) VICI Properties, Inc. (VICI) Booking Holdings Inc (BKNG) Ferrari N.V. (RACE) Berkshire Hathaway Inc Class B (BRK.B) Now Coin (NOW) Microsoft Corp. (MSFT) ZetaChain (ZETA) Interactive Brokers Group, Inc. (IBKR) Salesforce Inc (CRM) Meta Platforms, Inc. (META) Duolingo, Inc. (DUOL) RigoBlock (GRG) Zoetis Inc (ZTS) Morgan Stanley (MS) ServiceNow Inc (NOW) Intuit Inc. (INTU) Strategy (MSTR) Monster Beverage Corp (MNST) Palantir Technologies Inc. (PLTR) Cadence Design Systems Inc (CDNS) Adappter Token (ADP) TransDigm Group, Inc. (TDG) Decentral Games ICE (ICE) Snowflake Inc. (SNOW)
Top Social Posts
Top posts by engagements in the last [--] hours
"Is $AMZN a buy going into earnings 🤔 I would welcome a nice decline today looking to build a position given the opportunity"
X Link 2026-02-05T16:54Z 22.9K followers, [----] engagements
"Buying is an understatement at these levels $SPGI currently -17.5% on the day"
X Link 2026-02-10T12:58Z 22.9K followers, 164.7K engagements
"Do you really think AI will disrupt $ADBE The company currently trades at a fwd P/FCF of just 10.5x whilst having a FCF margin of 40% and anticipated to grow top line 9% over the next two years. long $ADBE"
X Link 2026-02-11T20:49Z 22.9K followers, 10.2K engagements
"@SnoozeActive"
X Link 2023-11-16T12:49Z 22.7K followers, 149.2K engagements
"$BRK tribute to Munger ❤"
X Link 2024-05-04T20:32Z 22.7K followers, 104.9K engagements
"$LSEG.L is down 28.5% YTD and is currently trading at its lowest multiple over the last decade. - 18.9x fwd PE - 15.9x P/FCF - 17% fwd EPS growth - 1.85% dividend yield - 20.9% avg operating margin - 19.7% 5yr FCF CAGR - 30.8% 5yr revenue CAGR A wide MOAT business trading at a reasonable valuation. https://twitter.com/i/web/status/1970101849001763003 https://twitter.com/i/web/status/1970101849001763003"
X Link 2025-09-22T12:24Z 22.7K followers, 28.9K engagements
"Back to normality $PYPL PainPal returning in full force one any kind of news 👏🏻"
X Link 2025-09-30T17:24Z 22.7K followers, 13.3K engagements
"At what point does Novo Nordisk $NVO become too cheap to ignore 🔷29% ROIC 🔷13.3x fwd PE 🔷 7% est long-term growth rate 🔷 Operating Margins 45% 🔷 10yr EPS CAGR of 15.3% Why wouldnt it work from here 🤔"
X Link 2025-10-31T12:53Z 22.7K followers, 20.3K engagements
"$PYPL is now back well into buying territory. Now trading at a FWD P/FCF of 8.1x Are you picking up shares here 🤔"
X Link 2025-11-04T15:24Z 22.7K followers, 23.9K engagements
"3 stocks Im currently buying up as much as possible in the current market All are high quality businesses with poor or simply dreadful sentiment around them right now. That will change. 1) The obvious one $PYPL Currently down -23.89% YTD and trading at a fwd P/FCF of 8x"
X Link 2025-11-13T20:01Z 22.7K followers, 164.5K engagements
"Went to my local $GRG.L for a coffee after my morning long run. Absolutely rammed in there. Despite the lacklustre economy us Brits still need our affordable coffee and pastries. Bullish Greggs $GRG"
X Link 2025-11-15T12:46Z 22.8K followers, 21K engagements
"$VICI looks like an interesting dividend growth opportunity primarily for income focussed investors. A strong fwd yield of 6.36% with a dividend CAGR of 15.2% since [----]. What are your thoughts on $VICI here"
X Link 2025-12-04T19:25Z 22.7K followers, [----] engagements
"My first of the ETF dividends has rolled into the account today. 💷 [-----] 💷 $FTWG.L is one of my favourite All Workd Index trackers cheaper that Vanguards $VWRL.L In [----] and beyond the strategy is to build out the portfolio foundations built around low cost index funds"
X Link 2025-12-18T18:13Z 22.8K followers, [----] engagements
"What position takes the top spot in your portfolio right now Mine: Still PayPal $PYPL at 25.8% of the overall portfolio"
X Link 2025-12-30T16:06Z 22.8K followers, [----] engagements
"Looking into $LSEG.L Has anyone done any deep research on the company at all"
X Link 2025-12-30T17:29Z 22.7K followers, [----] engagements
"$BKNG is such an excellent business Everyone knows $BKNG as the company behind https://t.co/pntuvqR4Bx and Priceline. The world's largest online travel agency (OTA). But something shifted. A couple years ago merchant revenue was 50% of the business. Today it's 68%. Booking now controls the entire payment flow https://t.co/7n2imqUfWk Everyone knows $BKNG as the company behind https://t.co/pntuvqR4Bx and Priceline. The world's largest online travel agency (OTA). But something shifted. A couple years ago merchant revenue was 50% of the business. Today it's 68%. Booking now controls the entire"
X Link 2026-01-06T10:15Z 22.7K followers, [----] engagements
"Which stock should be in every serious investors portfolio Ill go first $META"
X Link 2026-01-07T17:20Z 22.8K followers, [----] engagements
"$SPGI raised the dividend by a marginal 1% yesterday. The lower increase is due to the anticipated Mobility spin off a cautious increase makes sense imo"
X Link 2026-01-15T11:06Z 22.7K followers, [----] engagements
"People will feel very silly in a few years after not buying $ADBE at these valuations over AI fears Uncertainty = Opportunity"
X Link 2026-01-17T15:21Z 22.8K followers, 10.2K engagements
"Holy sh*t $IBKR is a beast of a business. Since Sept 2022: 29% Revenue CAGR 37% Operating Profit CAGR Margin Expansion (62.5% - 76.9%) 🤯 Fwd PE of 28.3x doesnt look too steep Interested here 🤔 $IBKR investors can go back to hibernation for another three months. https://t.co/MR6g2SAzbn $IBKR investors can go back to hibernation for another three months. https://t.co/MR6g2SAzbn"
X Link 2026-01-20T22:08Z 22.7K followers, [----] engagements
"$IBKR is such a phenomenal business. On my watchlist Id love to own someday. [--] yr stock CAGR: 34.3% Fwd PE: 28.3x Operating margin: 76.9% 🤯"
X Link 2026-01-21T18:25Z 22.7K followers, [----] engagements
"$MA now coming into correct territory over the last month. -8.6% for the month 📉 Looking attractive right now. Ive been adding to my position recently and $MA is likely to become a top [--] position for me"
X Link 2026-01-23T14:50Z 22.8K followers, 28.8K engagements
"@RCompunder I do like $LSEG.L tbf"
X Link 2026-01-24T18:35Z 22.7K followers, [--] engagements
"$ZTS is definitely on my radar. Looks like a great dividend growth option. 🐶 Zoetis $ZTS Valuation looks attractive at these levels. https://t.co/K5bwKy4QV8 🐶 Zoetis $ZTS Valuation looks attractive at these levels. https://t.co/K5bwKy4QV8"
X Link 2026-01-25T21:08Z 22.8K followers, [----] engagements
"Is $RACE an opportunity right here 🤔 Ferrari $RACE valuation is reaching COVID lows 👀 https://t.co/dx0NQUpqoK Ferrari $RACE valuation is reaching COVID lows 👀 https://t.co/dx0NQUpqoK"
X Link 2026-01-26T00:27Z 22.7K followers, [----] engagements
"@investingbyGenZ Yeah I agree; the Stellantis ownership puts me off a little as I think that will be a drag. But I agree it does look compelling with the large $RACE holding nonetheless"
X Link 2026-01-26T09:58Z 22.7K followers, [---] engagements
"What stock is currently your largest position in your portfolio 🤔 Mine is $PYPL at a 27.2% allocation. See the other positions in my portfolio for FREE over on Blossom https://getblossom.onelink.me/SOfu/dividenddynasty https://getblossom.onelink.me/SOfu/dividenddynasty"
X Link 2026-01-26T14:21Z 22.8K followers, [----] engagements
"$MA is my top buy of [----] right now. Unbelievable quality at a fair price. For the first time in over [--] years $MA is trading at a lower P/CF valuation than $V. Despite $MA trading at a lower valuation they have higher projected earnings growth: $MA Projected 3YR EPS CAGR: 16.29% $V Projected 3YR EPS CAGR: 12.38% Is $MA now an opportunity https://t.co/r4j4LLsVjW For the first time in over [--] years $MA is trading at a lower P/CF valuation than $V. Despite $MA trading at a lower valuation they have higher projected earnings growth: $MA Projected 3YR EPS CAGR: 16.29% $V Projected 3YR EPS CAGR:"
X Link 2026-01-26T23:37Z 22.7K followers, 16.8K engagements
"@FluentInQuality $BRO looking great right now"
X Link 2026-01-27T22:22Z 22.7K followers, [---] engagements
"Its been an incredibly rough start to [----] already for $PYPL Two further downgrades today by Morgan Stanley and Rothschild & Co Redburn. When do we see a bottom for PayPal stock 🤔"
X Link 2026-01-28T13:14Z 22.7K followers, [----] engagements
"Some small top ups to the portfolio today: $BRK.B +3% to position $MA +3% to position $NFLX +5% to position All are great opportunities at current prices. Track my portfolio and all the buys I make live on Blossom: https://getblossom.onelink.me/SOfu/dividenddynasty https://getblossom.onelink.me/SOfu/dividenddynasty"
X Link 2026-01-28T17:55Z 22.7K followers, [----] engagements
"Its been a tough ride $PYPL 😬 Watching $PYPL hit another 52-week low down 3% today. Went to search for it on Yahoo Finance and actually wrote PainPal in the search bar purely accidentally true story but not a fun story. https://t.co/3AD8LGkpWQ Watching $PYPL hit another 52-week low down 3% today. Went to search for it on Yahoo Finance and actually wrote PainPal in the search bar purely accidentally true story but not a fun story. https://t.co/3AD8LGkpWQ"
X Link 2026-01-28T20:34Z 22.7K followers, [----] engagements
"$NOW dropping on such a strong report just shows the state of current sentiment around SaaS Is ServiceNow an opportunity right $NOW 🤔 To absolutely NOBODY's surprise $NOW put up stellar numbers yet the stock is down -6% Revenues +21% EBIT Margins of 13.7% Customer renewal rate at 98% # of Customers with annual contract values 5M exceeded [---] for the first time ever 👀 They also reported [---] new https://t.co/AXb0LCKt3E To absolutely NOBODY's surprise $NOW put up stellar numbers yet the stock is down -6% Revenues +21% EBIT Margins of 13.7% Customer renewal rate at 98% # of Customers with"
X Link 2026-01-29T10:25Z 22.7K followers, [----] engagements
"@DimitryNakhla VAS is the reason I picked $MA over $V itll be the next major leg of growth for the company great to see it growing at such a rate"
X Link 2026-01-29T13:42Z 22.7K followers, [---] engagements
"Its laughable at this point $PYPL $50 soon 👀"
X Link 2026-01-29T15:05Z 22.7K followers, 16.4K engagements
"Software is CHEAP. $NOW -25.8% $ADBE -17.85% $CRM -19.87% $CSU -22.49% $INTU -25.57% Disclaimer: holding may be detrimental to your mental health"
X Link 2026-01-29T18:02Z 22.7K followers, [----] engagements
"Phenomenal $MA 📈 Everything you need to know about $MA. FCF/share. Up 23% YoY. https://t.co/5L7lSSDGIL Everything you need to know about $MA. FCF/share. Up 23% YoY. https://t.co/5L7lSSDGIL"
X Link 2026-01-30T15:44Z 22.7K followers, [----] engagements
"January [----] Portfolio Update 💼 Its definitely been a rough start to the year with $PYPL & $ADBE continuing to be hammered. But this month has been great for new additions and contributions: Added: $META $MA $SPGI $BRK $NFLX All will begin to take up a larger spot in the portfolio. Onwards into a busy first couple of weeks of Feb with $PYPL being the big report Im watching closely Im expecting a double beat but my focus is on guidance and overall commentary - I feel this is a bit of a make or break Qtr for PayPal depending on how it goes Ill be making a decision on what to do with the"
X Link 2026-01-30T21:15Z 22.7K followers, [----] engagements
"This is an excellent summary of $FICO valuation / earnings engines working in parallel. A company growing earnings in the way that $FICO does often leads to large return potential for those that can look beyond the expensive current PE the company looks attractive right now. Sharing some thoughts on $FICO 👇🏽 Photo 1: $FICO now trades 32x NTM earnings estimates. Just four days ago ahead of its Q1 [----] report it traded 39x. $FICO is down 5% in the past [--] days so most of that multiple contraction (18%) is due to aggressive growth in earnings. https://t.co/N4k9A0F8Q9 Sharing some thoughts on"
X Link 2026-01-31T10:53Z 22.8K followers, [----] engagements
"At a sub $50B $PYPL sentiment is at absolute lows. PayPal report their Q4 earnings report on Tuesday before market open. I currently have a 25.6% allocation and Im feeling positive. At current valuations and buyback cadence 10% returns seem incredibly reasonable"
X Link 2026-01-31T17:38Z 22.8K followers, [----] engagements
"Ill run a marathon if this happens $PYPL 😂 @JuanRodrig07 PayPal goes up 20% next week. @JuanRodrig07 PayPal goes up 20% next week"
X Link 2026-01-31T19:19Z 22.8K followers, [----] engagements
"Tell me what you really think $PYPL @DividendDynasty Paypal is complete death business. no moat no profit no active users. just a useless business. @DividendDynasty Paypal is complete death business. no moat no profit no active users. just a useless business"
X Link 2026-01-31T22:49Z 22.8K followers, [----] engagements
"$MSTR the compounding machine. INSANE numbers 🤯 Monster Beverage is up 1123000% since [----]. That's 36% per year. For [--] years. Monster Beverage is up 1123000% since [----]. That's 36% per year. For [--] years"
X Link 2026-02-01T09:46Z 22.8K followers, [----] engagements
"$MNST ******"
X Link 2026-02-01T11:20Z 22.8K followers, [---] engagements
"What stocks have you been buying recently and why 🤔"
X Link 2026-02-01T12:20Z 22.8K followers, [----] engagements
"Big week ahead folks $PYPL time is upon us $UBER $GOOGL $AMZN are the other notable earnings in following closely. Do we see $PLTR drop after today Or will it continue to 🚀🚀🚀"
X Link 2026-02-02T09:29Z 22.7K followers, [----] engagements
"Eyeing $FICO currently January [----] Portfolio Update 💼 Its definitely been a rough start to the year with $PYPL & $ADBE continuing to be hammered. But this month has been great for new additions and contributions: Added: $META $MA $SPGI $BRK $NFLX All will begin to take up a larger spot in https://t.co/9QWpilx5c3 January [----] Portfolio Update 💼 Its definitely been a rough start to the year with $PYPL & $ADBE continuing to be hammered. But this month has been great for new additions and contributions: Added: $META $MA $SPGI $BRK $NFLX All will begin to take up a larger spot in"
X Link 2026-02-02T15:55Z 22.8K followers, [----] engagements
"The big question where do you think $PYPL will trade at after market close tomorrow 🤔 Im honestly not expecting much maybe a little bump but who knows honestly"
X Link 2026-02-02T22:37Z 22.8K followers, [----] engagements
"How are we feeling folks 🤔 $PYPL Expected numbers for $PYPL (PayPal) earnings today before open: https://t.co/DG2KosxRz6 Expected numbers for $PYPL (PayPal) earnings today before open: https://t.co/DG2KosxRz6"
X Link 2026-02-03T11:57Z 22.8K followers, [----] engagements
"This is what the $PYPL guidance looks like. - CEO Gone - Growth Anaemic - Growth Plan Unknown Thesis BROKEN. I always look to remain honest on here Tough one to take but I took a haircut of about [-----] on the PayPal position overall. Lessons learned time to move on"
X Link 2026-02-03T12:28Z 22.8K followers, 18K engagements
"On the positive side Ive now got a bunch of cash to buy $MA $META & $NFLX 👀 This is what the $PYPL guidance looks like. - CEO Gone - Growth Anaemic - Growth Plan Unknown Thesis BROKEN. I always look to remain honest on here Tough one to take but I took a haircut of about [-----] on the PayPal position overall. Lessons learned time to move on. https://t.co/f6VBTb0Gs5 This is what the $PYPL guidance looks like. - CEO Gone - Growth Anaemic - Growth Plan Unknown Thesis BROKEN. I always look to remain honest on here Tough one to take but I took a haircut of about [-----] on the PayPal position"
X Link 2026-02-03T12:33Z 22.8K followers, 18.2K engagements
"This example here is the biggest regret I have with the $PYPL position. $GOOGL & $ASML specifically were very high conviction picks for me that did really well last year. Made a big gain on both but my position sizing could have been much larger if the funds werent parked in $PYPL Lessons $pypl: imagine bag holding a turn around play when you could have invested in $googl $meta $amzn or literally any compounding large cap 🤣 https://t.co/rbg5m5zXWG $pypl: imagine bag holding a turn around play when you could have invested in $googl $meta $amzn or literally any compounding large cap 🤣"
X Link 2026-02-03T14:22Z 22.7K followers, [----] engagements
"Very happy with the redistribution of the $PYPL sale today. $MA $META $SPGI $NFLX AND $FICO Updates to go through on Blossom later today"
X Link 2026-02-03T15:31Z 22.8K followers, [----] engagements
"@ThinknStocks Thanks Bobby Yeah it turned out to be a pretty good day to reallocate very happy with the $SPGI & $FICO dips"
X Link 2026-02-03T21:39Z 22.8K followers, [---] engagements
"A must read on $PYPL 👇🏻 A few thoughts about PayPal nearly [--] years after I left. I woke up this morning to dozens of messages from former PayPal colleagues. It pushed me to finally speak up. I never spoke publicly about the company after I left. Part of that was loyalty to John Donahoe who gave me A few thoughts about PayPal nearly [--] years after I left. I woke up this morning to dozens of messages from former PayPal colleagues. It pushed me to finally speak up. I never spoke publicly about the company after I left. Part of that was loyalty to John Donahoe who gave me"
X Link 2026-02-04T09:22Z 22.7K followers, [----] engagements
"Looking like an excellent day to add more $UBER & $SPGI"
X Link 2026-02-04T16:44Z 22.7K followers, [----] engagements
"@QualityInvest5 Ive entered $FICO myself on this dip also building the $UBER position out to be more meaningful. Lots of opportunities right now that look really compelling long term-term"
X Link 2026-02-04T19:52Z 22.8K followers, [----] engagements
"@QualityInvest5 Exciting times mate You looking to add any more $ADBE"
X Link 2026-02-04T19:57Z 22.7K followers, [---] engagements
"The market is largely red this week and lots of the stocks on my watchlist have fallen into buying territory for me. Ive finally added $FICO to the portfolio. I also added more $UBER today on the post earnings drop. What stocks have you been buying 🤔"
X Link 2026-02-04T20:29Z 22.8K followers, [----] engagements
"Track my portfolio live on Blossom: https://getblossom.onelink.me/SOfu/dividenddynasty https://getblossom.onelink.me/SOfu/dividenddynasty"
X Link 2026-02-04T20:29Z 22.7K followers, [---] engagements
"PLENTY of opportunity to add to high quality names at reasonable valuations right now. $SPGI & $FICO have been my focus this week. After Yesterdays Carnage: Updated NTM P/E 2-Year EPS CAGR Est PEG💵 [--]. $SNOW 120x 43% [----] [--]. $CDNS 34x 14% [----] [--]. $ADP 20x 9% [----] [--]. $MCO 29x 12% [----] [--]. $SPGI 24x 12% [----] [--]. $TDG 33x 17% [----] [--]. $ICE 22x 12% [----] [--]. $ASML 40x 22% [----] [--]. After Yesterdays Carnage: Updated NTM P/E 2-Year EPS CAGR Est PEG💵 [--]. $SNOW 120x 43% [----] [--]. $CDNS 34x 14% [----] [--]. $ADP 20x 9% [----] [--]. $MCO 29x 12% [----] [--]. $SPGI 24x 12% [----] [--]. $TDG 33x 17% [----] [--]. $ICE 22x 12% [----] 8."
X Link 2026-02-04T22:34Z 22.8K followers, [----] engagements
"Interesting to look back on $PYPL Thank you @DavidFaber for the great conversation on @SquawkStreet this morning and the opportunity to talk about the future of @PayPal and serving consumers and small businesses globally. https://t.co/KfjQEFT8jt Thank you @DavidFaber for the great conversation on @SquawkStreet this morning and the opportunity to talk about the future of @PayPal and serving consumers and small businesses globally. https://t.co/KfjQEFT8jt"
X Link 2026-02-05T11:48Z 22.7K followers, [----] engagements
"@freedombill3 Appreciate it Bill definitely mate onto better opportunities"
X Link 2026-02-05T13:46Z 22.7K followers, [--] engagements
"@DudeWhoInvests Interested to see what AWS growth looks like after $GOOGL acceleration"
X Link 2026-02-05T18:02Z 22.7K followers, [----] engagements
"$SPGI is doomed vibe coding is the future. S&P Global is losing in AI S&P Global is losing in AI"
X Link 2026-02-05T20:51Z 22.8K followers, [----] engagements
"$AMZN en route to $200 Love to see it"
X Link 2026-02-05T21:03Z 22.7K followers, [----] engagements
"Big tech CAPEX guidance for [----] is EXPLOSIVE 🤯 $AMZN: $200B $GOOGL: $175B $META: $115B $MSFT: $98B Do you think the incremental return on these investments will pay off long-term or are the big tech companies over extending themselves 🤔"
X Link 2026-02-05T21:47Z 22.8K followers, [----] engagements
"Im very much enjoying this sell off. What stocks are you buying 🤔"
X Link 2026-02-06T00:09Z 22.8K followers, [----] engagements
"Initiated a new position in $AMZN today. Will be building this up to an 8-10% position if it stays at these levels. A long-term winner happy to own as a part of the portfolio 💼 Track my portfolio live on Blossom: https://getblossom.onelink.me/SOfu/dividenddynasty https://getblossom.onelink.me/SOfu/dividenddynasty"
X Link 2026-02-06T20:26Z 22.8K followers, [----] engagements
"Its the weekend folks hope you have a good one - Saturday morning long-run ✅ - Now catching up with some @QualityInvest5 not wasting my time. Its been a busy week with plenty of new buys going to be doing a bit of a recap later. What have you been buying this week 🤔"
X Link 2026-02-07T12:55Z 22.7K followers, [----] engagements
"Adding to $SPGI on this dip. Currently my 2nd largest position. Among the financial data services stocks sold off these are some I think are least susceptible to AI disruption: $VRSK $MCO $SPGI $BR Convince me Im wrong. Among the financial data services stocks sold off these are some I think are least susceptible to AI disruption: $VRSK $MCO $SPGI $BR Convince me Im wrong"
X Link 2026-02-07T17:16Z 22.8K followers, [----] engagements
"@SIIpodcast Feels good Mark"
X Link 2026-02-07T22:33Z 22.7K followers, [--] engagements
"Mental 🤯 Microsoft now trades at a lower forward multiple than IBM for the first time in 10+ years. Forward P/E: $MSFT: 22.9x $IBM: 24.1x https://t.co/PDJpZoUd9C Microsoft now trades at a lower forward multiple than IBM for the first time in 10+ years. Forward P/E: $MSFT: 22.9x $IBM: 24.1x https://t.co/PDJpZoUd9C"
X Link 2026-02-09T08:35Z 22.8K followers, [----] engagements
"@DeepIceValue You love to see it"
X Link 2026-02-10T16:40Z 22.8K followers, [---] engagements
"Bullish $SPGI $SPGI Director just purchased over $1 Million worth of shares this is the largest insider purchase since [----] https://t.co/5dxVtelq5O $SPGI Director just purchased over $1 Million worth of shares this is the largest insider purchase since [----] https://t.co/5dxVtelq5O"
X Link 2026-02-12T23:24Z 22.9K followers, [----] engagements
"Its been a very rough [--] months for $RMV.L Rightmove: Currently down -27.59% 🔴 The stock currently trades at a fwd P/FCF of 18.9% with expected long-term EPS growth of 8.8% This company is the dominant player in UK property listing portals Looking much more attractive here"
X Link 2025-11-17T10:23Z 22.9K followers, [----] engagements
"3) $ADBE Adobe Inc @ $324 EV/EBIT: 16.8x"
X Link 2025-11-22T21:00Z 22.9K followers, 29.4K engagements
"4 stocks that are DRASTICALLY out of favour right now and being overlooked by the market 👇🏻 1) $ADBE Adobe Inc Stock Price: -27.5% YTD 5yr FCF CAGR: 13.3% ROIC: 22.4% Fwd P/FCF: 13.6x"
X Link 2025-11-25T21:15Z 22.9K followers, 67.4K engagements
"Both $FICO & $NFLX down -5% today. Whos buying here 🤔"
X Link 2026-02-12T16:39Z 22.9K followers, [----] engagements
"Opportunity lies in the face of uncertainty. Here are my current top [--] opportunities in the market right now: All are in large downturns YTD 1) $ADBE 10.7x fwd PE"
X Link 2026-02-13T15:53Z 22.9K followers, 65K engagements
"3 of the best UK businesses currently listed on the LSE (imo 👀) 1) Games Workshop $GAW.L PE (fwd): 26.8x ROCE: 68.9% Operating Margin (5yr avg): 36.7% 5yr FCF CAGR: 26.6% 2) Rightmove $RMV.L PE (fwd): 21.7x ROCE: 363% Operating Margin (5yr avg): 71.9% 5yr FCF CAGR: 6.42% 3) Greggs PLC $GRG.L PE (fwd): 18.8x ROCE: 22.4% Operating Margin (5yr avg): 8.38% 5yr FCF CAGR: 10% https://twitter.com/i/web/status/1861393755003076927 https://twitter.com/i/web/status/1861393755003076927"
X Link 2024-11-26T12:57Z 22.8K followers, [----] engagements
"$RMV.L has one of the most impressive ROIC metrics I think Ive ever seen. Averaging well above 300% for the last decade 🤯 Consistent FCF CAGR as well 📈"
X Link 2025-10-18T19:02Z 22.8K followers, [---] engagements
"$RMV.L down big today after slashing [----] profit guidance. This is one thats been on my watchlist for some time but always too expensive. Time to dig a little deeper and determine whether this drop makes the stock attractive"
X Link 2025-11-07T12:54Z 22.8K followers, [----] engagements
"My top three GARP opportunities in the market right now: 1) $META Meta Platforms @ $596 EV/EBIT: 18.37x"
X Link 2025-11-22T20:59Z 22.8K followers, 295K engagements
"$BKNG Booking Holdings is currently down -12.5% over the last [--] months. This has pulled the fwd P/FCF down to just 16.5x Booking is a FCF machine and is reducing its share count significantly (-20.05% since June 2022). Why wouldnt $BKNG work from here 🤔"
X Link 2025-11-28T18:28Z 22.8K followers, 24.8K engagements
"Markets keep pushing ATHs but when digging deeper there are still some excellent value picks to be found Here are my top [--] picks 👇🏻 1) $BKNG Booking Holdings -0.2% YTD 🔴 Fwd P/FCF: 16.5x Bookings stock price has been hit with the latest wave of AI fear with Agentic commerce starting to pick up speed Bookings position is starting to get questioned. Fears are far overblown IMO. https://twitter.com/i/web/status/1994840386800435457 https://twitter.com/i/web/status/1994840386800435457"
X Link 2025-11-29T18:46Z 22.8K followers, 25.2K engagements
"Some of the best businesses in the world. $MCO $SPGI Do you own either 🤔 This is what a tollbooth looks like: 90% of all debt carries both a Moodys and an S&P rating. Dev Kantesaria $MCO $SPGI https://t.co/FjpPqtg7Hf This is what a tollbooth looks like: 90% of all debt carries both a Moodys and an S&P rating. Dev Kantesaria $MCO $SPGI https://t.co/FjpPqtg7Hf"
X Link 2025-12-19T13:29Z 22.8K followers, [----] engagements
"What is your top stock for [----] 🤔 Currently drafting my top [--] for the next year"
X Link 2025-12-24T14:55Z 22.8K followers, [----] engagements
"My current allocation for the NEW Dividend Growth Portfolio 💼 Value: [------] $VICI 26.8% $FTWG.L 25.6% $NVO 16.3% $GRG.L 14.3% $MA 8.6% The first objective of this portfolio is to hit a [--] PADI With 8% remaining in cash what do you think I should buy 🤔 🚨UPDATE / LONG POST ALERT 🚨 Im excited to be starting a BRAND NEW Dividend Growth Portfolio Project starting in [----] Somewhat inspired by @TheGeordiePig UK focussed portfolio Ill be creating a @freetrade ISA portfolio focussed entirely on building a dividend growth https://t.co/abmRdFpNR0 🚨UPDATE / LONG POST ALERT 🚨 Im excited to be"
X Link 2025-12-30T00:23Z 22.9K followers, [----] engagements
"My favourite [--] UK individual dividend growth stocks 1) $GRG.L (Greggs PLC) Fwd PE: 12.8x 5yr EPS CAGR: 12% ROCE: 19.5% Fwd Dividend Yield: 4.15% 2) $BMY.L (Bloomsbury Publishing) Fwd PE: 11.5x 5yr EPS CAGR: 18.1% ROCE: 12.6% Fwd Dividend Yield: 3.56% 3) $GAW.L (Games Workshop) Fwd PE: 31.2x 5yr EPS CAGR: 22.2% ROCE: 81.8% Fwd Dividend Yield: 2.74% https://twitter.com/i/web/status/2007821708133064723 https://twitter.com/i/web/status/2007821708133064723"
X Link 2026-01-04T14:29Z 22.8K followers, [----] engagements
"$BRO Brown& Brown is currently trading way below its historical fwd PE multiple. Trading currently at 17.21x fwd PE This is a highly cash generative insurance brokerage. The company is a disciplined serial acquirer (20-30 agencies per year usually) with a long history of effective capital allocation. I think $BRO goes under the radar but is an excellent compounder. Thoughts 🤔 https://twitter.com/i/web/status/2014386422791143562 https://twitter.com/i/web/status/2014386422791143562"
X Link 2026-01-22T17:15Z 22.8K followers, [----] engagements
"My current top [--] holdings: 1) $PYPL 27.2% 2) $GRG.L 9.3% 3) $ADBE 9.2% 4) $BRK.B 8.4% 5) $META 8.4% Total Allocation: 62.5% You can see the rest of my holdings on the Blossom app completely free 👇🏻 https://getblossom.onelink.me/SOfu/dividenddynasty https://getblossom.onelink.me/SOfu/dividenddynasty"
X Link 2026-01-24T18:21Z 22.8K followers, 10.6K engagements
"A current breakdown of my Dividend Growth Portfolio 💼 1) $FTWG.L 2) $VICI 3) $NVO 4) $JEQP 5) $GRG.L 6) $MA 7) $UNH 8) $DOM.L 9) $BMY.L Yield on Cost: 3.72% PADI: [-----] Portfolio Performance: 2.08% Benchmark Performance: 0.79%"
X Link 2026-01-24T20:56Z 22.8K followers, [----] engagements
"Ladies and gentlemen what stocks are you planning to buy next week 🤔"
X Link 2026-01-25T20:58Z 22.9K followers, [----] engagements
"You have to admit $O is the ultimate boomer stock. Sustainable and growing income 📈💵 Realty Income's growth is driven by a disciplined strategy built over 30+ years. Our 4.2% compound annual dividend growth rate reflects the strength of our model and our identity as The Monthly Dividend Company. Lean more about our growth strategy: https://t.co/MCkO6r7BSS https://t.co/HWY0B2M881 Realty Income's growth is driven by a disciplined strategy built over 30+ years. Our 4.2% compound annual dividend growth rate reflects the strength of our model and our identity as The Monthly Dividend Company."
X Link 2026-02-01T13:21Z 22.8K followers, [----] engagements
"$PYPL its time Im afraid"
X Link 2026-02-03T12:10Z 22.8K followers, [----] engagements
"Who the hell blew up $SPGI Whats the news"
X Link 2026-02-03T14:39Z 22.8K followers, 22.7K engagements
"Okay folks a little recap of todays activity: Sold 100% of my $PYPL position (-20% loss) Adds: $FICO (New): 6.1% position $SPGI (+69%): 13.2% position $MA (+30%): 11.1% position $META (+50%): 14.2% position $NFLX (+71%): 8.9% position $ZETA (+18%): 2.1% position It sucks how $PYPL played out but overall it feels right to be allocating to positions that are much higher in quality trade at reasonable valuations and I have huge conviction in long-term. I already had an idea of the positions I wanted to build out if PayPal didnt execute Im much happier with the overall balance of the portfolio"
X Link 2026-02-03T21:31Z 22.8K followers, 14.8K engagements
"$SPGI is now trading near multi-year highs in FCF yield. With the company positioned to benefit highly from the debt 'maturity wall' which is peaking in [----] at over $3T in debt requiring refinancing. I'm as bullish as ever and no AI isn't going to 'vibecode' S&P Global"
X Link 2026-02-05T19:46Z 22.8K followers, [----] engagements
"Amazon $AMZN Earnings are in and the stock is -9% after hours 🔴 Revenue of $213.4B beats by $2.17B 🟢 GAAP EPS of $1.95 misses by $0.01 🔴 AWS growth: 24% (beat vs expectations) Looking to pick up some shares $200 for sure. Great opportunity"
X Link 2026-02-05T21:13Z 22.8K followers, [----] engagements
"So were buying $AMZN right 👀 Very excited to see it trading down to these levels again Now trading at a P/OCF of just 15.79x whilst growing OCF at a 16.1% CAGR since Dec [----]. A big opportunity IMO similar to the $GOOGL opportunity we saw in April 2025"
X Link 2026-02-06T11:16Z 22.8K followers, [----] engagements
"After this weeks buys here is how the portfolio is currently allocated: $META 13.7% $SPGI 12.5% $MA 11% $BRK.B 10% $NFLX 9.2% $ADBE 8.9% $FICO 6.4% $GRG.L 6.3% $UBER 5.5% $BRO 4.6% $GAW.L 3.5% $AMZN 3.3% $VUSA.L 2.9% $ZETA 2.1% You can track my trades completely live over on Blossom: https://getblossom.onelink.me/SOfu/dividenddynasty https://getblossom.onelink.me/SOfu/dividenddynasty"
X Link 2026-02-07T17:11Z 22.8K followers, [----] engagements
"$SPGI now trading at a 4% FCF yield is a great entry and above historical averages. Its crazy how easily the market begins to underestimate S&P Globals importance and stickiness within global capital markets. The biggest businesses in the work RELY on S&P that cant just be vibe-coded away by AI I dont think many investors truly appreciate how deep the moats at $SPGI and $MCO really are. These arent just data businesses theyre embedded gatekeepers in global capital markets with network effects regulatory reliance & decades of trust that are hard to replicate. I dont think many investors truly"
X Link 2026-02-09T14:20Z 22.8K followers, 20.9K engagements
"Very nice from $SPOT $SPOT (Spotify Technology) #earnings are out: https://t.co/gYdbUQOQu1 $SPOT (Spotify Technology) #earnings are out: https://t.co/gYdbUQOQu1"
X Link 2026-02-10T11:34Z 22.8K followers, [----] engagements
"$SPGI earnings are out Shares are -6% before market open 📉 [----] guidance below; $SPGI (S&P Global) #earnings are out: https://t.co/LH9QFkawy7 $SPGI (S&P Global) #earnings are out: https://t.co/LH9QFkawy7"
X Link 2026-02-10T12:14Z 22.8K followers, [----] engagements
"Over 95% of our revenue is tied to proprietary benchmarks differentiated data and critical workflow tools. Just a reminder S&P Global is not a meme stock folks Long $SPGI Buying is an understatement at these levels $SPGI currently -17.5% on the day https://t.co/1LAg7z2an6 Buying is an understatement at these levels $SPGI currently -17.5% on the day https://t.co/1LAg7z2an6"
X Link 2026-02-10T13:44Z 22.8K followers, 28.9K engagements
"Financial services has had a ROUGH start to [----]. Lots of fear around this sector. Lots of opportunity also"
X Link 2026-02-10T13:50Z 22.8K followers, [----] engagements
"10 Companies with a 5yr avg net margin above 30% and an ROIC above 15%👇🏻 Which is your favourite 🤔 1) $V (Visa) 2) $MA (Mastercard) 3) $RMV.L (Rightmove) 4) $TPL (Texas Pacific Land) 5) $GAW.L (Games Workshop) 6) $META (Meta Platforms) 7) $MSFT (Microsoft) 8) $MSCI (MSCI) 9) $ADBE (Adobe) 10) $MCO (Moodys) https://twitter.com/i/web/status/1960841955367321647 https://twitter.com/i/web/status/1960841955367321647"
X Link 2025-08-27T23:08Z 22.9K followers, [----] engagements
"Markets are looking 🟢 this morning. Hopefully another positive week for the portfolio. What stocks are you looking at this week 🤔 My research list: $LSEG.L $RMV.L $AMZN $SPGI"
X Link 2025-10-06T09:37Z 22.9K followers, [----] engagements
"Its that time of year where we start to look forward to the next Here are my TOP [--] stocks to buy for [----] 👇 Let me know what you think and what stocks you would add to this list 1) $ADBE Adobe Inc FCF Margin: 41.4% 5yr ROIC: 22.6% 3yr EPS CAGR: 18.2% 10yr share count reduction: -15.91% At a fwd P/FCF of just 14.7x Adobe is being priced for decline in the face of AI threats. https://twitter.com/i/web/status/2003870688256344346 https://twitter.com/i/web/status/2003870688256344346"
X Link 2025-12-24T16:49Z 22.9K followers, 25.7K engagements
"$BRO Brown & Brown is now in a -30% decline over the last year. Coming into an attractive buy zone for me. Currently a 4.3% position in my portfolio. Will be adding more here. Track my portfolio live on Blossom: https://getblossom.onelink.me/SOfu/dividenddynasty https://getblossom.onelink.me/SOfu/dividenddynasty"
X Link 2026-01-27T22:26Z 22.9K followers, [----] engagements
"4) $AMZN 25.9x fwd PE (EV/OCF: 12.37x)"
X Link 2026-02-13T15:53Z 22.9K followers, 11K engagements
"What stock you own has you feeling like this 🤔"
X Link 2025-11-03T13:20Z 22.9K followers, 48.6K engagements
"Whats one stock you want to add to the portfolio but havent pulled the trigger yet 🤔 Mine: $AMZN"
X Link 2026-01-08T22:11Z 22.9K followers, 12.5K engagements
"FYI folks you can now see my portfolio completely live Ill but updating all of my purchases in the @meetblossomapp from now on. Let me know what you think of the portfolio 💼 👇🏻 https://getblossom.onelink.me/SOfu/dividenddynasty https://getblossom.onelink.me/SOfu/dividenddynasty"
X Link 2026-01-12T11:40Z 22.9K followers, [----] engagements
"$UBER don't get it twisted the FCF machine keeps on compounding like crazy. FCF Yield is now nearing new highs at 6.1%. Uber currently makes up 5.5% of my portfolio and i've been adding on the post earnings decline"
X Link 2026-02-05T18:01Z 22.9K followers, [----] engagements
"P.S. You can see my entire portfolio and all the trades I make completely free over on Blossom Social Check it out here: https://getblossom.onelink.me/SOfu/dividenddynasty https://getblossom.onelink.me/SOfu/dividenddynasty"
X Link 2026-02-10T16:34Z 22.9K followers, [----] engagements
"I increased my $SPGI position by 24% on todays pre-market dip. Ill continue to DCA whilst the fwd FCF yield sits above 5.5% S&P Global is now a core holding within the portfolio. Track all of my purchases live on Blossom Social 👇🏻 https://getblossom.onelink.me/SOfu/dividenddynasty Buying is an understatement at these levels $SPGI currently -17.5% on the day https://t.co/1LAg7z2an6 https://getblossom.onelink.me/SOfu/dividenddynasty Buying is an understatement at these levels $SPGI currently -17.5% on the day https://t.co/1LAg7z2an6"
X Link 2026-02-10T19:30Z 22.9K followers, [----] engagements
"AI is a tailwind for $SPGI Crazy that folks are actively suggesting AI will kill S&P global the gold standard for ratings an intelligence. AI will not only not displace neither $SPGI or $MCO but it will make their job much easier and cheaper. - They offer a seal of approval (reputation) - AI will be a tailwind when applied to their proprietary datasets AI will not only not displace neither $SPGI or $MCO but it will make their job much easier and cheaper. - They offer a seal of approval (reputation) - AI will be a tailwind when applied to their proprietary datasets"
X Link 2026-02-11T11:44Z 22.9K followers, [----] engagements
"$SPGI is an easy buy and hold at currently levels. A very very reasonable price to pay for such a high quality name. Have you been adding $SPGI 🤔 $SPGI CAGR Potential based on [----] EPS estimates & different multiples: EPS Estimates Dec 2026: $19.82 (11% YoY) Dec 2027: $22.28 (12% YoY) Dec 2028: $24.90 (12% YoY) CAGR assuming [----] EPS Est: 25x 17.4% 24x 15.8% 23x 14.1% 22x 12.3% 21x 10.6% https://t.co/lB9O0Xj4Nb $SPGI CAGR Potential based on [----] EPS estimates & different multiples: EPS Estimates Dec 2026: $19.82 (11% YoY) Dec 2027: $22.28 (12% YoY) Dec 2028: $24.90 (12% YoY) CAGR assuming"
X Link 2026-02-11T14:45Z 22.9K followers, [----] engagements
"Its tough out here for SaaS right now 😬 I dont think this could get much worse. SaaS shareholders today $ADBE -3% $PATH -7% $DUOL -6% $SHOP -9% $ZETA -6% $NOW -6% $CRM -5% https://t.co/IAgYOGyRUB I dont think this could get much worse. SaaS shareholders today $ADBE -3% $PATH -7% $DUOL -6% $SHOP -9% $ZETA -6% $NOW -6% $CRM -5% https://t.co/IAgYOGyRUB"
X Link 2026-02-11T15:19Z 22.9K followers, [----] engagements
"Alex Chriss farewell post after stepping away from $PYPL I personally think he should have been given longer and its a real shame to see him leave. It was an honor to jump into the fight and Im incredibly proud of the PayPal organization-- the path we created with bold innovations and for having the courage every day to wake up and be part of a mission thats bigger than any one of us. Its bittersweet to step out of the "PayPal Arena" and say goodbye to the team customers partners and friends and I'll cherish the memories and milestones we shared together. More than any success or strategy its"
X Link 2026-02-11T16:43Z 22.9K followers, [----] engagements
"Lets go $META 🚀 BILL ACKMAN NOW HOLDS A POSITION IN META $META. https://t.co/UjoXDddONs BILL ACKMAN NOW HOLDS A POSITION IN META $META. https://t.co/UjoXDddONs"
X Link 2026-02-11T16:44Z 22.9K followers, [----] engagements
"Looking for a list of fundamentally improving businesses with short-term price distortion Look no further. Great list @Mindset4Money_X Fundamentals Price Action. Eventually the stock will follow fundamentals. Here are [--] companies where business performance has outpaced market cap growth over the last [--] years: [--]. $ADBE - Adobe Inc Cashflows growing. while the share price goes the other way. https://t.co/sl5JucMkbl Fundamentals Price Action. Eventually the stock will follow fundamentals. Here are [--] companies where business performance has outpaced market cap growth over the last [--] years: 1."
X Link 2026-02-11T22:47Z 22.9K followers, [----] engagements
"Hows your portfolio performing YTD folks 🤔"
X Link 2026-02-12T10:43Z 22.9K followers, [----] engagements
"At what point does $DUOL become too cheap to ignore Trading at 11.5x EV/FCF btw [----] FCF: $48.1m [----] FCF: $354m"
X Link 2026-02-12T15:36Z 22.9K followers, [----] engagements
"$RACE is just in a class of its own 🤯 Top Automakers by Operating Margin: 1/ $RACE: 29.5% 2/ $SZKMY: 9.7% 3/ $TM: 8.5% 4/ $BMWKY: 7.2% 5/ $VWAGY: 5.8% 6/ $MBGYY: 5.0% 7/ $TSLA: 4.6% 8/ $BYDDY: 4.5% 9/ $DRPRY: 4.5% 10/ $HMC: 3.1% 11/ $GM: 1.6% https://t.co/OvICjLBKKn Top Automakers by Operating Margin: 1/ $RACE: 29.5% 2/ $SZKMY: 9.7% 3/ $TM: 8.5% 4/ $BMWKY: 7.2% 5/ $VWAGY: 5.8% 6/ $MBGYY: 5.0% 7/ $TSLA: 4.6% 8/ $BYDDY: 4.5% 9/ $DRPRY: 4.5% 10/ $HMC: 3.1% 11/ $GM: 1.6% https://t.co/OvICjLBKKn"
X Link 2026-02-13T15:38Z 22.9K followers, [----] engagements
"2) $SPGI 19.9x fwd PE"
X Link 2026-02-13T15:53Z 22.9K followers, 11K engagements
"$UBER 21.3x fwd PE"
X Link 2026-02-13T15:53Z 22.9K followers, 11K engagements
"5) $LSEG.L 16.5x fwd PE"
X Link 2026-02-13T15:53Z 22.9K followers, 11.1K engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing