# ![@Dousek_Equity Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2014073590547677184.png) @Dousek_Equity Honza Dousek | Equity

Honza Dousek | Equity posts on X about growth, meta, $googl, $amzn the most. They currently have [--] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::2014073590547677184/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2014073590547677184/c:line/m:interactions.svg)

- [--] Week [------] +0.51%

### Mentions: [--] [#](/creator/twitter::2014073590547677184/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2014073590547677184/c:line/m:posts_active.svg)

- [--] Week [--] -67%

### Followers: [--] [#](/creator/twitter::2014073590547677184/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2014073590547677184/c:line/m:followers.svg)

- [--] Week [--] +34%

### CreatorRank: [-------] [#](/creator/twitter::2014073590547677184/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2014073590547677184/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  74% [technology brands](/list/technology-brands)  51% [finance](/list/finance)  32% [countries](/list/countries)  4% [social networks](/list/social-networks)  2% [fashion brands](/list/fashion-brands)  2% [currencies](/list/currencies)  1% [gaming](/list/gaming)  1% [cryptocurrencies](/list/cryptocurrencies)  1% [products](/list/products)  1%

**Social topic influence**
[growth](/topic/growth) 13%, [meta](/topic/meta) 13%, [$googl](/topic/$googl) #3626, [$amzn](/topic/$amzn) #328, [$meta](/topic/$meta) #311, [ai](/topic/ai) 10%, [stocks](/topic/stocks) 9%, [cash flow](/topic/cash-flow) 8%, [flow](/topic/flow) 8%, [$duol](/topic/$duol) #67

**Top accounts mentioned or mentioned by**
[@qualtrim](/creator/undefined) [@alc2022](/creator/undefined) [@dudewhoinvests](/creator/undefined) [@dimitrynakhla](/creator/undefined) [@ashton1nvests](/creator/undefined) [@qualityinvest5](/creator/undefined) [@willbiddy](/creator/undefined) [@tacticzh](/creator/undefined) [@stockfins](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@ftrinvestors](/creator/undefined) [@stockeco](/creator/undefined) [@fiscalai](/creator/undefined) [@fromvalue](/creator/undefined) [@findleysfinance](/creator/undefined) [@stockeco_](/creator/undefined) [@willbiddy_](/creator/undefined) [@thomas66932747](/creator/undefined) [@ashton_1nvests](/creator/undefined) [@idaofer](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Microsoft Corp. (MSFT)](/topic/$msft) [Adobe, Inc. (ADBE)](/topic/$adbe) [Netflix Inc (NFLX)](/topic/$nflx) [Mastercard, Inc. (MA)](/topic/$ma) [Broadcom, Inc. (AVGO)](/topic/$avgo) [KLA Corp (KLAC)](/topic/$klac) [S&P Global Inc (SPGI)](/topic/$spgi) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Lam Research Corporation (LRCX)](/topic/$lrcx) [DisChain (DIS)](/topic/$dis) [Apple, Inc. (AAPL)](/topic/$aapl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Arista Networks Inc (ANET)](/topic/$anet) [Masco, Corp. (MAS)](/topic/$mas) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [PayPal Holdings Inc (PYPL)](/topic/$pypl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"💸10 Stocks That Grew Free Cash Flow 15% CAGR💸 Nvidia $NVDA [----] FCF/Share: $0.03 (adj) LTM FCF/Share: $1.45 % Growth: 4733% Margin Expansion: +38 pts Broadcom $AVGO [----] FCF/Share: $4.50 LTM FCF/Share: $42.10 % Growth: 835% Margin Expansion: +28 pts Arista Networks $ANET [----] FCF/Share: $0.90 LTM FCF/Share: $6.10 % Growth: 577% Margin Expansion: +13 pts Adobe $ADBE [----] FCF/Share: $2.60 LTM FCF/Share: $14.80 % Growth: 469% Margin Expansion: +16 pts Meta Platforms $META [----] FCF/Share: $3.98 LTM FCF/Share: $22.50 % Growth: 465% Margin Expansion: +8 pts Fair Isaac $FICO [----] FCF/Share: $3.50"  
[X Link](https://x.com/Dousek_Equity/status/2021628231967810024)  2026-02-11T16:51Z [--] followers, [--] engagements


"I have $ASML as one of the top positions in my portfolio and I will not trim. But I wouldn't expect $ASML growth to reach high levels there are too many factors which are keeping it stable even if the demand is enormous. They are a steady compounder and have the pricing power. But I believe the supply chain limits them to an extent just as their talent shortage. They need to service their machines 24/7 I think they have employees permanently living at the TSMC or Intel or whatever customer. And many other things but it is truly a wonderful company and as an engineer myself I can say that they"  
[X Link](https://x.com/Dousek_Equity/status/2021670391068938685)  2026-02-11T19:39Z [--] followers, [---] engagements


"@alc2022 No changes in the company. Increasing my position. It's all in the hands of management. On the other hand Cramer recently said that $DUOL has hit a bottom so it could be a signal to sell"  
[X Link](https://x.com/Dousek_Equity/status/2016603337802620975)  2026-01-28T20:04Z [--] followers, [----] engagements


"$LRCX released its Fiscal Q2 [----] earnings. 🟢 $5.15B Revenue (+18% YoY) 🟢 $3.88 EPS (+12% YoY) 🟢 48.2% Gross Margin 🟠 38% China Revenue Mix (Down from 42%) Lam Research expects Fiscal Q3 [----] revenue to be between $5.0 billion and $5.5 billion with a gross margin between 47.5% and 49.5%. "We expect our June quarter (Fiscal Q4) to see a sequential acceleration in systems revenue as memory manufacturers ramp spending for next-generation NAND nodes. For Fiscal Q3 we forecast diluted earnings per share of $3.70 to $4.20. We are seeing sustained strength in domestic China demand though we"  
[X Link](https://x.com/Dousek_Equity/status/2016618989619716255)  2026-01-28T21:06Z [--] followers, [---] engagements


"$KLAC released its Q2 Fiscal [----] earnings. 🟢 $3.30B Revenue (Beat vs $3.26B Est) 🟢 $8.85 Non-GAAP EPS (Beat vs $8.82 Est) 🟢 $1.26B Free Cash Flow 🟢 "Record" Operating Cash Flow ($1.37B) KLA Corp delivered revenue above the midpoint of its guidance range driven by strong execution in the foundry/logic and memory segments. "KLA delivered a record quarter and calendar [----] for revenue non-GAAP operating income and free cash flow generation. As we look forward to calendar year [----] KLA is a key enabler of the AI ecosystem and continues to uniquely benefit from the AI infrastructure buildout"  
[X Link](https://x.com/Dousek_Equity/status/2016981712417218837)  2026-01-29T21:08Z [--] followers, [---] engagements


"$NVO's biggest manufacturing site in Kalundborg creates API for 70% revenue. It has a biogas power plant next to it. I made some calculations about how much operational costs this saves them. NVO pipes in waste steam from rsted power plant nextdoor to power their gas boilers. Energy savings $20M/year. NVO generates 300000+ tons of biomass waste per year. Instead of paying $100/ton to dispose of it they pipe it to a partnered biogas plant. Cost avoided $30M/year. This saves total $50M of OpEx. That makes around 0.55% of their cost of goods sold. That improves their margin by 0.15%. On the"  
[X Link](https://x.com/Dousek_Equity/status/2017722458313220386)  2026-01-31T22:11Z [--] followers, [----] engagements


"@qualtrim Compared to $MA's [---] million daily transactions it is a significant difference. It is not a mistake to hold both stocks"  
[X Link](https://x.com/Dousek_Equity/status/2017937076113510609)  2026-02-01T12:24Z [--] followers, [---] engagements


"$DIS released its Q1 Fiscal [----] earnings. 🟢 $26.0B Revenue (+5% YoY Beat vs $25.6B est) 🟢 $1.63 Adjusted EPS (Beat vs $1.58 est) 🟢 $293M Streaming Operating Income (Profitable up from loss YoY) 🟠 $4.6B Total Segment Operating Income (Down 9% YoY) Disney reaffirmed its guidance for the full year projecting double-digit adjusted EPS growth for fiscal [----]. "We are pleased with the start to our fiscal year. our achievements reflect the tremendous progress we've made. As we continue to manage our company for the future I am incredibly proud of all that we've accomplished over the past three"  
[X Link](https://x.com/Dousek_Equity/status/2018291454888624505)  2026-02-02T11:52Z [--] followers, [--] engagements


"Lam Research $LRCX acts as a critical enabler in the semiconductor supply chain specifically for the production of high-density memory chips like 3D NAND and the upcoming 3D DRAM. Their dominance lies in a specialized manufacturing step called High Aspect Ratio (HAR) Etching. To increase storage capacity chipmakers stack memory cells vertically rather than spreading them out horizontally. Lams technology is responsible for "drilling" the deep vertical contact channels required to connect these hundreds of stacked layers electrically. The precision required is extreme: their tools utilize"  
[X Link](https://x.com/Dousek_Equity/status/2018431246981091373)  2026-02-02T21:08Z [--] followers, [--] engagements


"A lot of blood on the market today. I don't favor the whole credit score & rating agencies $SPGI $FICO $MDO and others. The whole market views those companies as completely risk free and allows it to trade on high multiple. $FICO is a stock I looked at the most when researching companies with the best moat. I have mixed thoughts. The business model is just an institutional tax. Banks hate them. They pay millions just to have someone to blame when they deny a loan. "Sorry it's your FICO score." It is the perfect scapegoat. It is not about innovation. It is about regulators keeping the monopoly"  
[X Link](https://x.com/Dousek_Equity/status/2018788820032909553)  2026-02-03T20:48Z [--] followers, [---] engagements


"Google has 325M paid subscriptions. Assuming average revenue per user to be $5/month you get 20B annualy. This diversifies Google creating a massive revenue base not dependant on ad business. $GOOG $GOOGL"  
[X Link](https://x.com/Dousek_Equity/status/2019161978049302890)  2026-02-04T21:31Z [--] followers, [---] engagements


"@qualtrim Now it's only AWS remaining. We will see today"  
[X Link](https://x.com/Dousek_Equity/status/2019378387307889064)  2026-02-05T11:51Z [--] followers, [---] engagements


"$AMZN earnings are out today after the bell. The pressure high. $GOOGL Cloud grew 48%. $MSFT Azure grew 39%. Both beat expectations and showed that the AI demand is real. Now Amazon. Analysts expect AWS to grow 21%. That is $35B in revenue which is massive but the growth rate looks like stagnation compared to the other two. Advertising is my favourite segment. Estimates put ad revenue growth over 22%. The company is hitting ATH of Operating Margins thanks to this segment. This is high-margin cash that can fund the rest of the company. And they need every penny. They are spending $125B on AI"  
[X Link](https://x.com/Dousek_Equity/status/2019417035382329849)  2026-02-05T14:25Z [--] followers, [---] engagements


"We need "CapEx Panic". History shows that when giants pour cash into infrastructure they are building the next decade of dominance. [----] CapEx guidance: $MSFT $105B $META $105B $GOOGL $185B $AMZN Reports today estimates around $145B If the market panics because the bill is too high it creates a disconnection between price and value. I am hoping for the panic. https://twitter.com/i/web/status/2019442185280610743 https://twitter.com/i/web/status/2019442185280610743"  
[X Link](https://x.com/Dousek_Equity/status/2019442185280610743)  2026-02-05T16:05Z [--] followers, [---] engagements


"I am very curious about $AMZN today. There are some signs that retail is stagnating. There are high expectations on AWS and Advertising growth. In the end the market will find a reason to knock it down. Just like we are seeing with $GOOGL"  
[X Link](https://x.com/Dousek_Equity/status/2019465981630845227)  2026-02-05T17:39Z [--] followers, [---] engagements


"@DudeWhoInvests There are signs the retail won't be so good Jassy made some remarks that the tariffs' impact is starting to show. And there are high expectations on AWS. Advertising as well. There is little room for mistakes. In the end the market is going to "fear the CapEx" or something"  
[X Link](https://x.com/Dousek_Equity/status/2019469617379295312)  2026-02-05T17:54Z [--] followers, [----] engagements


"$AMZN is first runner here with $200B in [----] CapEx. This is the boldest bet in the group. With AWS re-accelerating to 24% growth Jassy is signaling that demand is outstripping supply. Unlike Microsoft which is scrambling for capacity Amazon has a mature custom silicon advantage. They are deploying millions of Trainium2 chips to lower costs aggressively undercutting Nvidia-dependent pricing. They also bought a 960MW data center campus directly connected to the Susquehanna nuclear plant. By doing this they bypassed the public grid. They are also backing X-energy to build Small Modular"  
[X Link](https://x.com/Dousek_Equity/status/2019546814702043607)  2026-02-05T23:00Z [--] followers, [---] engagements


"$GOOGL is right behind with $180B. Compared to Microsoft Google is in a safer spot regarding margins. A huge chunk of this spend is for their own Trillium TPUs meaning they pay less to Nvidia. Both Google and Amazon are building massive capacity to train AI models (Gemini Anthropic) while they already have a huge demand for their services (AWS Google Cloud). Google is relying on Geothermal Solar and Wind to provide power. They have got deals to buy SMRs but the first reactor will be online in [----]. Compared to AMZN and MSFT they are vulnerable to grid congestion. That could prove to be a"  
[X Link](https://x.com/Dousek_Equity/status/2019546816593674310)  2026-02-05T23:00Z [--] followers, [--] engagements


"$MSFT is in the trickiest position. ($160B) They are arguably the most "Nvidia dependant" and heavily reliant on OpenAI's roadmap. While Amazon and Google have used custom chips for years Microsoft is still promoting its Maia silicon. This means a larger portion of their CapEx flows directly to Nvidia to maintain the OpenAI momentum. They have to spend aggressively just to defend their early lead against the sheer volume of compute Amazon and Google setting up. They are spending massive to bring back a nuclear plant back to life. They made [--] year contract to restart Three Mile Island. It is"  
[X Link](https://x.com/Dousek_Equity/status/2019546818577592540)  2026-02-05T23:00Z [--] followers, [---] engagements


"The last is $META ($135B CapEx). They are in a completely different sector. While AMZN GOOGL and MSFT are renting their capacity Meta is building strictly for its own product. They are building a computing intelligence capacity solely to train Llama and power AI agents to improve their products - Instagram Whatsapp. If Meta overbuilds they can't easily pivot to renting out cloud capacity like the others. They have recently secured a huge nuclear portfolio by expensive contracts with several energy companies while also funding future SMRs. https://twitter.com/i/web/status/2019546820758962650"  
[X Link](https://x.com/Dousek_Equity/status/2019546820758962650)  2026-02-05T23:00Z [--] followers, [---] engagements


"@Stockfins I will be buying at these prices until the earnings. Nothing has changed"  
[X Link](https://x.com/Dousek_Equity/status/2019691038802358596)  2026-02-06T08:34Z [--] followers, [--] engagements


"@qualtrim 9% revenue growth is very solid"  
[X Link](https://x.com/Dousek_Equity/status/2019901993620480440)  2026-02-06T22:32Z [--] followers, [--] engagements


"$DUOL is currently trading at a 6.5% Free Cash Flow yield. This is a rare valuation. Earnings are coming up towards the end of February.I am not afraid to allocate larger capital here. I will be adding to my position until the report drops. What are your thoughts"  
[X Link](https://x.com/Dousek_Equity/status/2020832303921111483)  2026-02-09T12:09Z [--] followers, [---] engagements


"@qualtrim They are likely to hit higher figures in the coming years with the agressive CapEx. The question should really be when will the spending turn into profit"  
[X Link](https://x.com/Dousek_Equity/status/2020842936057889160)  2026-02-09T12:51Z [--] followers, [----] engagements


"@Ashton_1nvests I would add some semiconductor industry companies which are at the beginning of the chain like $ASML $LRCX $AMAT $KLAC etc. $NFLX is a great opportunity to have some allocation in the streaming services. Perhaps some rating company like $FICO $SPGI $MCO or $MA"  
[X Link](https://x.com/Dousek_Equity/status/2020893343517958393)  2026-02-09T16:11Z [--] followers, [----] engagements


"💰10 Quality Stocks That Increased Dividends 10% CAGR Over the Last [--] Years 💰 Broadcom $AVGO [----] Dividend: $0.19* (adj) Current Dividend: $2.60 % Growth: 1268% Yield on Cost: 18% Cintas $CTAS [----] Dividend: $0.26* (adj) Current Dividend: $1.80 % Growth: 592% Yield on Cost: 8% Lowes $LOW [----] Dividend: $0.98 Current Dividend: $4.80 % Growth: 390% Yield on Cost: 9% Visa $V [----] Dividend: $0.56 Current Dividend: $2.68 % Growth: 379% Yield on Cost: 3.5% Dominos Pizza $DPZ [----] Dividend: $1.52 Current Dividend: $6.96 % Growth: 358% Yield on Cost: 5.5% Mastercard $MA [----] Dividend: $0.76 Current"  
[X Link](https://x.com/Dousek_Equity/status/2020918682080116785)  2026-02-09T17:52Z [--] followers, [---] engagements


"@DimitryNakhla I think the partnership was also the reason for the drop in $SPGI price no People seemed to think Anthropic could replace SPGI software or something"  
[X Link](https://x.com/Dousek_Equity/status/2020937722903527573)  2026-02-09T19:07Z [--] followers, [---] engagements


"Ah yes thank you. I was looking at it as well last week mostly on $FICO. These businesses are great and they will most likely be around for quite some time. But they are already priced on a high multiple market views them as risk free. I don't have the conviction to allocate larger capital to such companies. But then again there are people like Dev Kantesaria who are highly convinced about these companies. Great content btw. https://twitter.com/i/web/status/2020941791554318538 https://twitter.com/i/web/status/2020941791554318538"  
[X Link](https://x.com/Dousek_Equity/status/2020941791554318538)  2026-02-09T19:24Z [--] followers, [---] engagements


"$DOCU is another punished company. 12x Forward P/E 10x Free Cash Flow. This is a valuation of a dead company. But it is still software. The fear is once again that LLMs could automate the process of signing agreements without human input making DocuSign irrelevant. If the legal trust and identity layer remains necessary this is a massive overreaction. But if AI truly makes the concept of a signature useless it is a value trap. A great buy if you believe AI will not be implemented in legal and formal matters. https://twitter.com/i/web/status/2020970243720401319"  
[X Link](https://x.com/Dousek_Equity/status/2020970243720401319)  2026-02-09T21:17Z [--] followers, [---] engagements


"Pershing Square just released their Annual Investor Presentation. They bought $META as a new position and were buying $AMZN in [----]. Very thoughtful theses they made. Bill Ackman holding the same companies I do gives me even more confidence"  
[X Link](https://x.com/Dousek_Equity/status/2021618394210976230)  2026-02-11T16:12Z [--] followers, [--] engagements


"📊10 Stocks That Beat The Rule of 40📊 Palantir $PLTR Revenue Growth: 70% Adj. Operating Margin: 57% Rule of [--] Score: 127% Arista Networks $ANET Revenue Growth: 20% FCF Margin: 53% Rule of [--] Score: 73% Broadcom $AVGO Revenue Growth: 15% FCF Margin: 51% Rule of [--] Score: 66% CrowdStrike $CRWD Revenue Growth: 29% FCF Margin: 36% Rule of [--] Score: 65% Monday $MNDY Revenue Growth: 33% FCF Margin: 28% Rule of [--] Score: 61% Datadog $DDOG Revenue Growth: 26% FCF Margin: 31% Rule of [--] Score: 57% Zscaler $ZS Revenue Growth: 26% FCF Margin: 30% Rule of [--] Score: 56% Snowflake $SNOW Revenue Growth:"  
[X Link](https://x.com/Dousek_Equity/status/2021182994816368848)  2026-02-10T11:22Z [--] followers, [---] engagements


"@qualtrim Yes and usually when $ADBE was trading this low the Board members usually went in and were buying. Now there is nothing. There was some selling by the CFO pretty recently. I wouldn't consider this a "floor" https://x.com/Dousek_Equity/status/2021198661472936312 $ADBE Insider Selling and Buying On Jan [--] CFO Daniel Durn filed to sell [-----] shares (valued at $21M+). The first batch was sold immediately. Expect the rest to hit the market in tranches creating persistent sell pressure. He didn't sell it for taxes as he already paid https://x.com/Dousek_Equity/status/2021198661472936312"  
[X Link](https://x.com/Dousek_Equity/status/2021199112570536004)  2026-02-10T12:26Z [--] followers, [----] engagements


"@joecarlsonshow Buying Duolingo now is like buying Meta in 2022"  
[X Link](https://x.com/Dousek_Equity/status/2021290980859588753)  2026-02-10T18:31Z [--] followers, [----] engagements


"Pershing Square just released their Annual Investor Presentation. They bought $META as a new position and were buying $AMZN in [----]. Very thoughtful theses they made. Bill Ackman holding the same companies I am gives me even more confidence"  
[X Link](https://x.com/anyuser/status/2021619018587898353)  2026-02-11T16:15Z [--] followers, [---] engagements


"I will continue to buy $DUOL at these prices until the earnings report on Feb [--]. PEG1 P/FCF 16x Business model remains the same. DCA is the way here as nobody knows where the "floor" actually is"  
[X Link](https://x.com/Dousek_Equity/status/2019083946336673927)  2026-02-04T16:21Z [--] followers, [---] engagements


"I bought more $META today. After the earnings I expected a positive sentiment. 30% growth guidance for Q1 with today's [--] forward PE seems like a value buy. But let's not forget the projected $135B [----] CapEx. Let's hope it's not going to end up like metaverse. Look up what Prometheus and Hyperion are. I believe there is going to be a large demand for computing intelligence capacity. The important part is that they have already secured the power supply. The market is pricing META cautiously which I don't think is bad. It creates a good buying opportunity."  
[X Link](https://x.com/anyuser/status/2019112938305474941)  2026-02-04T18:16Z [--] followers, [---] engagements


"We have just got the final player of the [----] CapEx race. $AMZN is guiding for $200B $GOOGL is guiding for $180B. $MSFT is guiding for $160B+ $META is guiding for $135B Which of these is justified and which isn't Are they securing the energy assets for the future Who is spending in the most ineffective way Will there be a bear market caused by high CapEx Thread 🧵 https://twitter.com/i/web/status/2019546812059652113 https://twitter.com/i/web/status/2019546812059652113"  
[X Link](https://x.com/anyuser/status/2019546812059652113)  2026-02-05T23:00Z [--] followers, [---] engagements


"$ADBE Insider Selling and Buying On Jan [--] CFO Daniel Durn filed to sell [-----] shares (valued at $21M+). The first batch was sold immediately. Expect the rest to hit the market in tranches creating persistent sell pressure. He didn't sell it for taxes as he already paid them on Jan [--] by surrendering 8k shares. It was a pre-set 10b5-1 plan. But executives can terminate these plans if they believe the stock is undervalued. By allowing this to trigger at $290 he didn't believe there is going to be a turnaround to get more cash. In previous dips directors were issuing buy orders to signal a"  
[X Link](https://x.com/Dousek_Equity/status/2021198661472936312)  2026-02-10T12:24Z [--] followers, [----] engagements


"Buying $DUOL is like buying $META in [----] Price eventually follows fundamentals. [--] stocks where cash flows tell a very different story than the stock price: [--]. $DUOL - Duolingo: -77% https://t.co/W1YC6xG88B Price eventually follows fundamentals. [--] stocks where cash flows tell a very different story than the stock price: [--]. $DUOL - Duolingo: -77% https://t.co/W1YC6xG88B"  
[X Link](https://x.com/Dousek_Equity/status/2021290699363119379)  2026-02-10T18:30Z [--] followers, [---] engagements


"A friend of mine placed most of his savings into $TTWO stock with his thesis being "GTA [--] is coming out soons it's gonna be a banger" He isn't into stock-picking so I tried explain to him that the market has already priced in these sort of things. But then it took a huge hit during this AI-driven negative sentiment around software segment. After looking at the company I wouldn't consider it such a bad buy right now. There is a lot of optimism priced in and it wouldn't be a value buy - but it is certainly better to bet on a company than to do things like sports betting or participating in"  
[X Link](https://x.com/Dousek_Equity/status/2021315704771772577)  2026-02-10T20:09Z [--] followers, [---] engagements


"💰10 Compounders With The Highest 10-Year Avg ROIC 💰 Dominos Pizza $DPZ 10-Year Avg ROIC: 58% 10-Year Total Return: 290% Apple $AAPL 10-Year Avg ROIC: 45% 10-Year Total Return: 1195% Mastercard $MA 10-Year Avg ROIC: 44% 10-Year Total Return: 604% Novo Nordisk $NVO 10-Year Avg ROIC: 42% 10-Year Total Return: 450% Yum Brands $YUM 10-Year Avg ROIC: 38% 10-Year Total Return: 289% Home Depot $HD 10-Year Avg ROIC: 34% 10-Year Total Return: 329% Visa $V 10-Year Avg ROIC: 28% 10-Year Total Return: 394% OReilly Automotive $ORLY 10-Year Avg ROIC: 28% 10-Year Total Return: 475% ASML $ASML 10-Year Avg"  
[X Link](https://x.com/Dousek_Equity/status/2021334480758128860)  2026-02-10T21:24Z [--] followers, [---] engagements


"@qualtrim If you bought a single $MSFT share at the IPO you would have 250+ shares today and you would recieve 5000% annual dividend yield on cost"  
[X Link](https://x.com/Dousek_Equity/status/2021596110834356720)  2026-02-11T14:44Z [--] followers, [---] engagements


"You bought [--] $MSFT share at the IPO in [----] for $21.00: After [--] stock splits that single share has turned into [---] shares today. Your Investment: $21.00 Your Shares: [---] Current Dividend: $3.64/share (Annual) You are now receiving $1048 in cash every single year from that $21. That is a 4992% annual yield on cost. You are getting 50x your initial investment every year. https://twitter.com/i/web/status/2021651545180303589 https://twitter.com/i/web/status/2021651545180303589"  
[X Link](https://x.com/Dousek_Equity/status/2021651545180303589)  2026-02-11T18:24Z [--] followers, [--] engagements


"$NOW Forward PE hitting 24x Is this too cheap to ignore"  
[X Link](https://x.com/Dousek_Equity/status/2021665803511468435)  2026-02-11T19:21Z [--] followers, [---] engagements


"$CSU is a hard to disrupt compounder. They own the vertical software - the boring software used for very specific tasks in various industries. Software for city traffic small hospitals etc. generally the sectors where switching to a competitor would generate too high losses due to switching costs. It is a acquisition-led capital allocator rather than organic growth company. Their organic growth is slow 3-5%. The overall revenue is projected around 15% in [----] mostly led by their acquisitions. Is it too cheap at the current Forward PE 15.5x or just a value trap"  
[X Link](https://x.com/Dousek_Equity/status/2021913632326435154)  2026-02-12T11:45Z [--] followers, [---] engagements


"🔴 [--] High Quality Stocks which compressed their Forward PE significantly YoY 🔴       Nvidia $NVDA $190.80 40.7x 25.2x .% Eli Lilly $LLY $1104.00 45.6x 32.2x .% Broadcom $AVGO $327.60 46.7x 31.9x .% Mastercard $MA $528.85 33.1x 25.6x .% Microsoft $MSFT $414.10 30.4x 25.1x .% Meta Platforms $META $648.10 27.6x 23.1x .% Booking Holdings $BKNG $4450.00 19.6x 16.7x .% Amazon $AMZN $210.00 29.3x 25.4x .% Visa $V $340.00 28.8x 25.8x .% UnitedHealth $UNH $273.15 9.2x 8.2x .%"  
[X Link](https://x.com/Dousek_Equity/status/2021947953267585036)  2026-02-12T14:02Z [--] followers, [--] engagements


"China is $META's second largest revenue source. The China-based advetisers like Temu and Shein make up 10% of the whole revenue. Almost 20% of that China-based revenue is "high-risk" which means it's from scams prohibited gambling etc. That's why the tensions connected to tariffs hurt the company to a limited extent. On the other hand the Reality Labs which generate $18B Operating Loss annualy and they are fully dependant on China. This partial dependance is the most vulnerable part of the company in my opinion. https://twitter.com/i/web/status/2021959405936247045"  
[X Link](https://x.com/Dousek_Equity/status/2021959405936247045)  2026-02-12T14:47Z [--] followers, [--] engagements


"I stand by what I said here about $NFLX. This is an opportunity to buy one of the best compounders out there. The catalysts are still ahead of us and there could be more of these opportunities. $NFLX is a huge compounder. In [----] they poured their cash into production and were -70% from their ATH. When it fell Bill Ackman sold with a $400M loss and said: 💬We have lost confidence in our ability to predict the company's future prospects with a sufficient degree of https://t.co/k6xhj0C6Br $NFLX is a huge compounder. In [----] they poured their cash into production and were -70% from their ATH."  
[X Link](https://x.com/Dousek_Equity/status/2022017028400230607)  2026-02-12T18:36Z [--] followers, [---] engagements


"When you look try to compare PE of Mastercard $MA and Visa $V you will find $MA trading on a higher multiple forward PE 27x while $V is trading around 24x So if $V is cheaper it should have lower margins right Incorrect $V has an operating margin 67% while $MA's operating margin is around 59%. At the chart below you can see P/FCF comparison where you can see $MA multiple compressing. That's why I believe $MA is cheaper at the moment. I also believe there is a place for margin expansion + higher revenue growth for $MA. A great buy at current prices"  
[X Link](https://x.com/Dousek_Equity/status/2022275140646494477)  2026-02-13T11:42Z [--] followers, [--] engagements


"@ftr_investors $GOOGL any time Better diversified practically irreplaceable not as dependant on the US government wide customer base less risky etc"  
[X Link](https://x.com/Dousek_Equity/status/2022310200158441796)  2026-02-13T14:01Z [--] followers, [---] engagements


""We blew it." Warren Buffett (2019) "I feel like a horse's ass for not identifying Google." Charlie Munger (2019) That's what Buffett and Munger said about not buying Google. They were very hesitant a decided not to even though they have had insights into its profitability. The insight came from GEICO a company Berkshire owns. Buffett saw GEICO paying $10/click to Google. He saw profit without any margin cost. But he decided not to buy. A mistake which he corrected by buying $GOOGL last year"  
[X Link](https://x.com/Dousek_Equity/status/2022315805593993402)  2026-02-13T14:23Z [--] followers, [--] engagements


"@QualityInvest5 It makes sense. They have the pricing power to make it. I would only fear macroeconomic events which could result in decreased spending on advertising"  
[X Link](https://x.com/Dousek_Equity/status/2022030250129949070)  2026-02-12T19:29Z [--] followers, [---] engagements


"@DudeWhoInvests That's one of the most significant justifications for $AMZN's CapEx"  
[X Link](https://x.com/Dousek_Equity/status/2022058252641382825)  2026-02-12T21:20Z [--] followers, [---] engagements


"@stockeco_ Of course. Many portfolio managers do this. I don't see a problem in it. It is generally a standard practice. Even the best of the best can't agree on which one is superior. Personally I am slighly more inclined towards $MA but buying both can turn out to be better"  
[X Link](https://x.com/Dousek_Equity/status/2022347054752899204)  2026-02-13T16:28Z [--] followers, [--] engagements


"@WillBiddy_ It is a joke on what valuation $WMT is trading"  
[X Link](https://x.com/Dousek_Equity/status/2021958827642695808)  2026-02-12T14:45Z [--] followers, [--] engagements


"@TacticzH $META $AMZN"  
[X Link](https://x.com/Dousek_Equity/status/2021962954493538542)  2026-02-12T15:01Z [--] followers, [---] engagements


"@DimitryNakhla Once they inevitebly hit negative FCF the sentiment will only deepen. There could be even better opportunities to buy. I am holding at the moment. They have proven before that they can generate great returns"  
[X Link](https://x.com/Dousek_Equity/status/2021976560555962878)  2026-02-12T15:55Z [--] followers, [---] engagements


"$SPGI missed estimated guidance. It is slightly conservative but I wouldn't consider it bad news. Revenue growth 7-8% EPS $19.50 You've got perfect moat with strong pricing power. If you are long enough you will not take a loss here.            .   %      %.     .   https://twitter.com/i/web/status/2021262620771180990 https://twitter.com/i/web/status/2021262620771180990"  
[X Link](https://x.com/Dousek_Equity/status/2021262620771180990)  2026-02-10T16:38Z [--] followers, [---] engagements


"Bought more $DUOL. And will continue to do so at these prices. The business is still the same. I will continue to buy $DUOL at these prices until the earnings report on Feb [--]. PEG1 P/FCF 16x Business model remains the same. DCA is the way here as nobody knows where the "floor" actually is. https://t.co/6ywRCFKt9d I will continue to buy $DUOL at these prices until the earnings report on Feb [--]. PEG1 P/FCF 16x Business model remains the same. DCA is the way here as nobody knows where the "floor" actually is. https://t.co/6ywRCFKt9d"  
[X Link](https://x.com/Dousek_Equity/status/2021599344957309132)  2026-02-11T14:56Z [--] followers, [---] engagements


"🔴 $FICO down -5.5% today 🔴 🔴 $NFLX down -5% today 🔴 Who's buying today"  
[X Link](https://x.com/Dousek_Equity/status/2021985217959829760)  2026-02-12T16:30Z [--] followers, [---] engagements


"The market views their capex as more risky compared to other players like $AMZN $GOOG and $MSFT. But I disagree. I think their spending is a lot more safer as it is intended to enhance their product which basically dominated the world. It won't be like Metaverse this time. Time will tell. I am long. https://twitter.com/i/web/status/2022311045201539282 https://twitter.com/i/web/status/2022311045201539282"  
[X Link](https://x.com/Dousek_Equity/status/2022311045201539282)  2026-02-13T14:05Z [--] followers, [---] engagements


"I made $META one of my largest positions. That was before Bill Ackman released the annual presentation. My conviction is rock solid here. I bought more $META today. After the earnings I expected a positive sentiment. 30% growth guidance for Q1 with today's [--] forward PE seems like a value buy. But let's not forget the projected $135B [----] CapEx. Let's hope it's not going to end up like metaverse. Look up what https://t.co/0KFkrA8pQN I bought more $META today. After the earnings I expected a positive sentiment. 30% growth guidance for Q1 with today's [--] forward PE seems like a value buy. But"  
[X Link](https://x.com/Dousek_Equity/status/2022397344222970314)  2026-02-13T19:47Z [--] followers, [--] engagements


"$META up 8% when market is in red. I am very happy to have been buying it November. I am finishing my thesis on a few things in their earnings report yesterday it will be out soon. $AAPL $KLAC and $V reporting at market close"  
[X Link](https://x.com/Dousek_Equity/status/2016920937828884648)  2026-01-29T17:06Z [--] followers, [---] engagements


"The Pivot from VR to AR Reality Labs revenue shows a decisive shift: VR revenue fell 12% while wearables tripled. This confirms the company is deprioritizing immersive virtual worlds in favor of augmented reality hardware like Ray-Ban smart glasses. The implication is that consumer demand lies in heads-up displays for the real world not virtual avatars"  
[X Link](https://x.com/Dousek_Equity/status/2016964309897638132)  2026-01-29T19:58Z [--] followers, [--] engagements


"Revenue Expansion Mechanics While ad revenue grew 24% "Other Revenue" surged 54% signaling the successful transformation of WhatsApp into a business platform. Simultaneously AI-driven recommendations are effectively creating unlimited ad inventory by serving content from unconnected accounts. This structural change eliminates the "ad saturation" ceiling that previously capped growth. https://twitter.com/i/web/status/2016964413786300800 https://twitter.com/i/web/status/2016964413786300800"  
[X Link](https://x.com/Dousek_Equity/status/2016964413786300800)  2026-01-29T19:59Z [--] followers, [--] engagements


"Why I am Long $META The market is focusing on the EPS beat but that is not the main driver. The real story is the capital allocation strategy. Zuck is no longer just building software products. He is building infrastructure. Here are the [--] things you missed between the lines: https://twitter.com/i/web/status/2016965335086219625 https://twitter.com/i/web/status/2016965335086219625"  
[X Link](https://x.com/Dousek_Equity/status/2016965335086219625)  2026-01-29T20:03Z [--] followers, [--] engagements


"The $135B CapEx Guidance for $115-135B in CapEx is significant. This is not just investment it is a barrier to prevent enterance for potential competitors. By securing massive 1GW and 5GW compute clusters (Prometheus and Hyperion) Meta is cornering the market on available energy and compute capacity. This creates an environment where competitors cannot afford the infrastructure required to compete. Meta is positioned to be the main generator of computing intelligence capacity. https://twitter.com/i/web/status/2016965452514357297 https://twitter.com/i/web/status/2016965452514357297"  
[X Link](https://x.com/Dousek_Equity/status/2016965452514357297)  2026-01-29T20:03Z [--] followers, [--] engagements


"The Switch from VR to AR Reality Labs revenue shows a decisive shift: VR revenue fell 12% while "wearables" tripled. This confirms the company is deprioritizing immersive virtual worlds in favor of augmented reality hardware like Ray-Ban smart glasses. The implication is that consumer demand lies in heads-up displays for the real world not virtual avatars"  
[X Link](https://x.com/Dousek_Equity/status/2016965640599351476)  2026-01-29T20:04Z [--] followers, [--] engagements


"Revenue Expansion Mechanics While ad revenue grew 24% "Other Revenue" surged 54% signaling the successful transformation of WhatsApp into a business platform. Simultaneously AI-driven recommendations are effectively creating unlimited ad inventory by serving content from unconnected accounts. This structural change eliminates the "ad saturation" ceiling that previously capped growth. https://twitter.com/i/web/status/2016965772208460156 https://twitter.com/i/web/status/2016965772208460156"  
[X Link](https://x.com/Dousek_Equity/status/2016965772208460156)  2026-01-29T20:04Z [--] followers, [--] engagements


"Regulatory Costs as Operational Expenses The market disregarded "material loss" warnings regarding child safety lawsuits driving the stock price up. Investors now view potential multi-billion dollar fines as standard operating expenses easily absorbed by $14B in quarterly Free Cash Flow. A material threat would only arise if the platforms fall out of favor and user growth decreases. https://twitter.com/i/web/status/2016965873790005511 https://twitter.com/i/web/status/2016965873790005511"  
[X Link](https://x.com/Dousek_Equity/status/2016965873790005511)  2026-01-29T20:05Z [--] followers, [--] engagements


"@DudeWhoInvests Just a reminder that $GOOGL owns 7.5% of this company"  
[X Link](https://x.com/Dousek_Equity/status/2016970044408836449)  2026-01-29T20:21Z [--] followers, [---] engagements


"$V released its Q1 Fiscal [----] earnings. 🟢 $10.90B Net Revenue (+12% YoY Beat vs $10.7B est) 🟢 $3.17 Adjusted EPS (+15% YoY Beat vs $3.14 est) 🟢 $4.1B Share Repurchases (in the quarter) ⚪ Operating Margins (Pending full release details) Visa has just released the headline numbers beating on both the top and bottom lines. The full press release with the specific [----] guidance text is currently propagating across the wires. "We saw consumer spending remain stable in the US while international markets continued to outperform. Our focus on value-added services and new payment flows drove"  
[X Link](https://x.com/Dousek_Equity/status/2016982874520481827)  2026-01-29T21:12Z [--] followers, [---] engagements


"$KLAC Earnings were positive. Beat expectations on Revenue and delivered a "Record" calendar year. Continued aggressive capital returns ($797M returned this quarter). The AI trade is broadening. "KLA. continues to uniquely benefit from the AI infrastructure buildout across all major growth vectors." It is no longer just about one type of chip. Logic Memory and Advanced Packaging are all ramping up simultaneously. $KLAC released its Q2 Fiscal [----] earnings. 🟢 $3.30B Revenue (Beat vs $3.26B Est) 🟢 $8.85 Non-GAAP EPS (Beat vs $8.82 Est) 🟢 $1.26B Free Cash Flow 🟢 "Record" Operating Cash Flow"  
[X Link](https://x.com/Dousek_Equity/status/2016984115791483053)  2026-01-29T21:17Z [--] followers, [---] engagements


"$AAPL released its Q1 [----] earnings. 🟢 $139.6B Revenue (+13% YoY) 🟢 $2.72 EPS (Beat vs $2.67 est) 🟢 $80.1B iPhone Revenue (Better than feared) 🟠 $21.2B Greater China Revenue (Flat YoY but above whisper numbers) Apple expects March quarter revenue growth to be in the "low single digits" year-over-year citing currency headwinds and difficult compares. "We are pleased to report that our active installed base of devices has now surpassed [---] billion reaching an all-time high across all products and geographic segments. Services revenue set an all-time record of $32.4 billion up 15%"  
[X Link](https://x.com/Dousek_Equity/status/2016987722179903956)  2026-01-29T21:32Z [--] followers, [---] engagements


"The AI Bubble doesn't exist. The spending is validated by returns. Instead of market crash we will see a separation: high-quality compounders will thrive while unprofitable players will be weeded out"  
[X Link](https://x.com/Dousek_Equity/status/2017008543174480182)  2026-01-29T22:54Z [--] followers, [--] engagements


"$DUOL is not undervalued. If they maintain 25% growth for the next [--] years the stock's intrinsic value is around $140. There is no room for error. A more conservative guidance by the new CFO and the stock plummets. The Q4 Earnings Report will be released on February [--]. If the daily active users growth YoY dips to 25% the stock collapses. I don't see this as a value stock. I see this as a speculative play where the drop from it's highs (75%) was driven largely by a false market sentiment. I have been buying this month. The negative sentiment most likely won't change until the earnings."  
[X Link](https://x.com/Dousek_Equity/status/2017208066299572266)  2026-01-30T12:07Z [--] followers, [---] engagements


"@alc2022 $DUOL is for people who wish to satisfy their dopamine receptors with an activity which will make them feel like they are learning something. It isn't some high efficiency educational app. The AI integration depends on the management but will not likely happen be tomorrow"  
[X Link](https://x.com/Dousek_Equity/status/2017292599623880899)  2026-01-30T17:43Z [--] followers, [---] engagements


"@alc2022 Higher efficiency higher margins. I am only worried about the daily active user growth"  
[X Link](https://x.com/Dousek_Equity/status/2017532623887757354)  2026-01-31T09:37Z [--] followers, [---] engagements


"@qualtrim Yes that's the reason we are long. This company is a safe haven for all of us shareholders. Just look at the buybacks for which they authorized another $14B in December"  
[X Link](https://x.com/Dousek_Equity/status/2017605668727914774)  2026-01-31T14:27Z [--] followers, [---] engagements


"I just posted my thesis on $NFLX. The current situation reminds me of the [----] crash when it fell -70%. They poured cash into production and panic began. It was a test and even Bill Ackman sold with a $400M loss. Today it offers a buying opportunity. It trades at [--] Forward PE which is cheap for a compounder with projected [----] EPS growth 20%. https://twitter.com/i/web/status/2017618990873374867 https://twitter.com/i/web/status/2017618990873374867"  
[X Link](https://x.com/Dousek_Equity/status/2017618990873374867)  2026-01-31T15:20Z [--] followers, [---] engagements


"@fiscal_ai Yeah and it takes [--] Boeing [---] cargo planes and [--] trucks to transport one"  
[X Link](https://x.com/Dousek_Equity/status/2017621858254831680)  2026-01-31T15:31Z [--] followers, [---] engagements


"It seems like $ADBE has become too cheap to ignore. P/E [----] Forward P/E [----] PEG [--] This is a value buy. On the other hand disruption by AI is real. I can see common people using free tools to generate and edit their images instead of paying for subscription. But the corporate users and professionals are still going to use Adobe. There are AI features in Photoshop which make editing extremely fast and efficient. On the other hand when it is fast and efficient you don't need [--] designers working in your agency [--] will manage it. Product is getting better with AI - it makes editing more"  
[X Link](https://x.com/Dousek_Equity/status/2017661167829664031)  2026-01-31T18:08Z [--] followers, [--] engagements


"I have mixed thoughts about $ADBE P/E [----] FWD P/E [----] PEG [--] This is cheap compared to what we used to pay for software stocks. But AI will disrupt this company. I don't see how the user base could grow in the future. The average person will use some generative AI to edit their images. The professionals will still work in Adobe the AI tools and Firefly making their job more efficient and faster. Designers in companies: Their job efficient and fast - Higher productivity - Fewer people needed - Less subscriptions for Adobe I see AI being disruptive to this company in every scenario. But that's"  
[X Link](https://x.com/Dousek_Equity/status/2017704818710597683)  2026-01-31T21:01Z [--] followers, [--] engagements


"Yes I agree with the valuation. But you can't neglect the moat of this company. The common consumers can use cheaper tools or just generative AI to edit their images. The fancy people will use Adobe. Their products are great. The corporate designers will continue to use Adobe but thanks to its AI tools and Firefly the efficiency will improve. Improved efficiency means their work is faster and more productive which means less people will be needed to do the same amount of work which means less Adobe subscriptions. Or what is your thesis aside from the valuation Or have you already projected"  
[X Link](https://x.com/Dousek_Equity/status/2017710982550659125)  2026-01-31T21:26Z [--] followers, [--] engagements


"@QualityInvest5 Yeah that's guidance. I thought you meant what will be the rev growth to Q4 [----] YoY"  
[X Link](https://x.com/Dousek_Equity/status/2017739871893209278)  2026-01-31T23:20Z [--] followers, [--] engagements


"@qualtrim Yes I am very looking forward to the earnings guidance. This year could be finally significant for $AMZN. The market price has always been above the operating cash flow. If the market returns to its historical average you're getting 25% return"  
[X Link](https://x.com/Dousek_Equity/status/2015395353781002617)  2026-01-25T12:04Z [--] followers, [---] engagements


"@alc2022 I wonder whether people will take you seriously if your $DUOL bet doesn't pay off"  
[X Link](https://x.com/Dousek_Equity/status/2017268787418890750)  2026-01-30T16:08Z [--] followers, [----] engagements


"Is the $ADBE a high conviction position for the next 20+ years as you say I see the whole editing segment as fast developing and the more efficient it is the less people are needed to work in designing agencies hence less Adobe subscriptions. But what is your thesis I am considering to start a position fundamentally it is cheap a value buy. https://twitter.com/i/web/status/2017922947785060532 https://twitter.com/i/web/status/2017922947785060532"  
[X Link](https://x.com/Dousek_Equity/status/2017922947785060532)  2026-02-01T11:28Z [--] followers, [---] engagements


"@FromValue A high value post. Right now it is uncertainty and sentiment driving the stock down rather than structural business problems or the business performance. Theorizing about competition from $AMZN and $GOOGL usually leads to no end. Risk to reward ratio is positive here imo"  
[X Link](https://x.com/Dousek_Equity/status/2017941365380804830)  2026-02-01T12:41Z [--] followers, [----] engagements


"When comparing media companies one of my favourite metrics to highlight efficiency is Revenue per Employee. $DIS and $WBD manage physical assets - parks film sets etc. so you can't treat them as a streaming service. Hence the higher multiple for $NFLX"  
[X Link](https://x.com/Dousek_Equity/status/2017951947328803244)  2026-02-01T13:23Z [--] followers, [--] engagements


"I agree with what you are saying I myself very much like their product. My belief is that the whole segment is starting to be automated. The lower class of $ADBE customer base which makes about 10% of their revenue will likely not expand there are tools which are acceptable to work with for free - Generative LLM Canva etc. Many of the professional designers will most likely have less work due to people using those tools on their own without the need for some special skillset. The corporate workers will still continue to use the software as it is superior but as I said previously I believe the"  
[X Link](https://x.com/Dousek_Equity/status/2017968038906048638)  2026-02-01T14:27Z [--] followers, [--] engagements


"To be honest it is just my personal scepticism about the whole videoediting segment rather than doing a thorough analysis on Adobe business model. I only analyzed their fundamentals did a few DCF model scenarios and came to the conclusion that is it an attractive buy so I started a tracking position. We will see in future how it goes but I just see too much structural risks for the whole segment so I will most likely avoid it. On the other hand I like much of the rest of your portfolio and I will follow you for some high-value posts. https://twitter.com/i/web/status/2017973959522758714"  
[X Link](https://x.com/Dousek_Equity/status/2017973959522758714)  2026-02-01T14:50Z [--] followers, [--] engagements


"@Ashton_1nvests I am not sure if I wish more for a correction to buy or for continued positive outlook"  
[X Link](https://x.com/Dousek_Equity/status/2018029930584424451)  2026-02-01T18:33Z [--] followers, [--] engagements


"$DIS earnings are out tomorrow before market opens. If you bought its shares in [----] you are sitting on exactly $0 unrealized gain today. The stock has been dead money for over [--] years. We are currently trading at 17x Forward PE. This is historically cheap. Usually you pay a premium for the strongest brand in entertainment. I am neutral here but I will look at the earnings report. https://twitter.com/i/web/status/2018073402582724682 https://twitter.com/i/web/status/2018073402582724682"  
[X Link](https://x.com/Dousek_Equity/status/2018073402582724682)  2026-02-01T21:26Z [--] followers, [--] engagements


"$PYPL earnings are out tomorrow before the market opens. P/FCF 9x Forward PE 9.5x PEG [--] This is priced for terminal decline. Current multiples suggest the market expects revenue growth to be -2% annually forever. But the company is still growing buying back shares and improving margins. There is a massive disconnect between the price and the reality. I will be watching the earnings report closely tomorrow. https://twitter.com/i/web/status/2018274513440416163 https://twitter.com/i/web/status/2018274513440416163"  
[X Link](https://x.com/Dousek_Equity/status/2018274513440416163)  2026-02-02T10:45Z [--] followers, [--] engagements


"$MSFT hasn't been this cheap relative to earnings since the bottom of the [----] bear market. Forward P/E 24x PEG [---] The multiple has compressed significantly. The market is pricing it as a slow-growth utility ignoring the cloud dominance. But the growth relies on a massive $625B backlog (Remaining Performance Obligations). We all love guaranteed revenue. The problem 45% of that backlog is just OpenAI. That is $280B tied to a single unprofitable startup. I don't favor OpenAI. Long-term $MSFT has always been a winner. But I am skeptical of any company where nearly half the future book depends"  
[X Link](https://x.com/Dousek_Equity/status/2018365015208681869)  2026-02-02T16:44Z [--] followers, [---] engagements


"@WillBiddy_ I was posting some basic metrics about $PYPL as well I was buying recently. Looking forward to the earnings as well"  
[X Link](https://x.com/Dousek_Equity/status/2018367513977922026)  2026-02-02T16:54Z [--] followers, [--] engagements


"$PLTR released its Q4 [----] earnings. 🟢 $1.08B Revenue (+24% YoY First $1B+ quarter) 🟢 $0.14 Adjusted EPS (Beat vs $0.11 est) 🟢 $380M US Commercial Revenue (+58% YoY) 🟢 Rule of [--] Score: [--] (Exception level of efficiency) Palantir expects full-year [----] revenue of $4.85.0 billion signaling an acceleration in growth as AIP (Artificial Intelligence Platform) contracts move from "pilot" to "production." "The demand for AIP is unlike anything we have seen in two decades. We are not just selling software; we are forcing the ontological transformation of the Western industrial base. While our"  
[X Link](https://x.com/Dousek_Equity/status/2018431873177768231)  2026-02-02T21:10Z [--] followers, [---] engagements


"$PEP released its Q4 [----] earnings. 🟢 $29.15B Revenue (+4.5% YoY Beat vs $28.98B est) 🟢 $2.27 Core EPS (Beat vs $2.24 est) 🟢 +3.5% Organic Revenue Growth 🟠 North America Beverages Volume (Flat YoY) PepsiCo provided initial guidance for full-year [----] forecasting 4-6% organic revenue growth and 8% core constant currency EPS growth. "We ended [----] on a strong note with international momentum offsetting a normalizing consumer environment in North America. We are seeing early success from our 'Smart Snacking' portfolio overhaul and expect volume growth to turn positive in all geographies by"  
[X Link](https://x.com/Dousek_Equity/status/2018643139561427233)  2026-02-03T11:10Z [--] followers, [--] engagements


"$NFLX is a huge compounder. In [----] they poured their cash into production and were -70% from their ATH. When it fell Bill Ackman sold with a $400M loss and said: 💬We have lost confidence in our ability to predict the company's future prospects with a sufficient degree of certainty. He was worried about the spending. First chart: The Free Cash Flow has always been underwater while Net Income has shown profit. This was caused by massive upfront content spending. The surge over the last [--] years proves NFLX is now a self-funding machine. Second chart: NFLX used to trade at 60x NTM Earnings in"  
[X Link](https://x.com/anyuser/status/2017595331651768385)  2026-01-31T13:46Z [--] followers, [---] engagements

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