# ![@Inves2grow Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1343722194107465730.png) @Inves2grow Lex◇investor

Lex◇investor posts on X about $dhr, $googl, $cost, $txn the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1343722194107465730/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1343722194107465730/c:line/m:interactions.svg)

- [--] Week [-----] +232%
- [--] Month [------] +101%
- [--] Months [------] -55%
- [--] Year [-------] +37%

### Mentions: [--] [#](/creator/twitter::1343722194107465730/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1343722194107465730/c:line/m:posts_active.svg)

- [--] Week [--] +23%
- [--] Month [--] +32%
- [--] Months [---] -3.70%
- [--] Year [---] +11%

### Followers: [-----] [#](/creator/twitter::1343722194107465730/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1343722194107465730/c:line/m:followers.svg)

- [--] Week [-----] +0.28%
- [--] Month [-----] +0.60%
- [--] Months [-----] no change
- [--] Year [-----] +9.50%

### CreatorRank: [---------] [#](/creator/twitter::1343722194107465730/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1343722194107465730/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  51.24% [finance](/list/finance)  27.27% [technology brands](/list/technology-brands)  19.01% [cryptocurrencies](/list/cryptocurrencies)  13.22% [fashion brands](/list/fashion-brands)  1.65% [luxury brands](/list/luxury-brands)  0.83% [automotive brands](/list/automotive-brands)  0.83% [celebrities](/list/celebrities)  0.83% [social networks](/list/social-networks)  0.83% [countries](/list/countries)  0.83%

**Social topic influence**
[$dhr](/topic/$dhr) #22, [$googl](/topic/$googl) 10.74%, [$cost](/topic/$cost) 9.09%, [$txn](/topic/$txn) #16, [$bam](/topic/$bam) 8.26%, [$nvo](/topic/$nvo) #236, [$msft](/topic/$msft) 7.44%, [$unh](/topic/$unh) 6.61%, [$cnswf](/topic/$cnswf) #2, [$amzn](/topic/$amzn) 6.61%

**Top accounts mentioned or mentioned by**
[@saynototrading](/creator/undefined) [@tobaccoinsider](/creator/undefined) [@moneybollas](/creator/undefined) [@1aminvesting](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@taobanker](/creator/undefined) [@wtcm3](/creator/undefined) [@libertyrpf](/creator/undefined) [@nasmadotali](/creator/undefined) [@jlcollinsnh](/creator/undefined) [@tomgardnerfool](/creator/undefined) [@delyannebarros](/creator/undefined) [@omarmoraies](/creator/undefined) [@serialacquirers](/creator/undefined) [@iancassel](/creator/undefined) [@galiciainvestor](/creator/undefined) [@iinvested](/creator/undefined) [@pandavalue](/creator/undefined) [@benbakhshi](/creator/undefined) [@barchart](/creator/undefined)

**Top assets mentioned**
[Danaher Corporation (DHR)](/topic/$dhr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Costco Hot Dog (COST)](/topic/$cost) [Texas Instruments (TXN)](/topic/$txn) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Novo-Nordisk (NVO)](/topic/$nvo) [Microsoft Corp. (MSFT)](/topic/$msft) [UnitedHealth Group (UNH)](/topic/$unh) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [S&P Global Inc (SPGI)](/topic/$spgi) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [KLA Corp (KLAC)](/topic/$klac) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Brookfield Corporation (BN)](/topic/$bn) [British American Tobacco (BTI)](/topic/$bti) [Verisk Analytics, Inc. (VRSK)](/topic/$vrsk) [Old Dominion Freight Line Inc (ODFL)](/topic/$odfl) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Accenture (ACN)](/topic/$acn) [Canadian Pacific Railway (CP)](/topic/$cp) [Philip Morris International Inc. (PM)](/topic/$pm) [Apple, Inc. (AAPL)](/topic/$aapl) [Mastercard, Inc. (MA)](/topic/$ma) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Decentral Games (DG)](/topic/$dg) [Centene Corp (CNC)](/topic/$cnc) [Ally Financial, Inc. (ALLY)](/topic/$ally) [Fair Isaac, Corp. (FICO)](/topic/$fico) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Nike Inc (NKE)](/topic/$nke) [Fenerbahçe Token (FB)](/topic/$fb) [Advanced Micro Devices (AMD)](/topic/$amd) [Neurobro (BRO)](/topic/$bro) [Roper Technologies Inc (ROP)](/topic/$rop) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [PepsiCo, Inc. (PEP)](/topic/$pep) [American Tower Corp (AMT)](/topic/$amt) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims)
### Top Social Posts
Top posts by engagements in the last [--] hours

"fyi $IMB.L $IMBBY h/t @tobaccoinsider"  
[X Link](https://x.com/Inves2grow/status/1993436261307339090)  2025-11-25T21:46Z [----] followers, [---] engagements


"52 week highs: $BTI British American Tobacco $IMB.L Imperial Brands Stock buyback Dec. [--] $IMB.L Imperial Brands [------] shares (I added significantly last [--] wks) Ferrari renews partnership w/ $PM Philip Morris"  
[X Link](https://x.com/Inves2grow/status/1996436948127510546)  2025-12-04T04:30Z [----] followers, [----] engagements


"$IMB Imperial Brands"  
[X Link](https://x.com/Inves2grow/status/2006166751835234354)  2025-12-31T00:53Z [----] followers, [---] engagements


"Imperial Brands $IMB.L $IMBBY [------] shares repurchased for cancellation"  
[X Link](https://x.com/Inves2grow/status/2009425250048467173)  2026-01-09T00:41Z [----] followers, [---] engagements


"More on a Friday Imperial Brands $IMB.L $IMBBY [------] shares repurchased for cancellation"  
[X Link](https://x.com/Inves2grow/status/2009707712381334011)  2026-01-09T19:23Z [----] followers, [---] engagements


"@SayNoToTrading @MoneyBollas @1amInvesting @SixSigmaCapital Thinking about $VRSK & havent in a few yrs. Trying to get caught back up"  
[X Link](https://x.com/Inves2grow/status/2013376185955160571)  2026-01-19T22:21Z [----] followers, [---] engagements


"@taobanker Why t h not $VRSK"  
[X Link](https://x.com/Inves2grow/status/2013376798197940309)  2026-01-19T22:23Z [----] followers, [--] engagements


"@SayNoToTrading @MoneyBollas @1amInvesting @SixSigmaCapital Sharing this: h/t @WTCM3 $VRSK"  
[X Link](https://x.com/Inves2grow/status/2013379293515260379)  2026-01-19T22:33Z [----] followers, [---] engagements


"$MOH Moon Capital adds Molina Healthcare Q4 [--]. Their bull case I cut from their fund letter (January). (4 slides my highlights) (disclosure: Im long MOH shares 23% of portfolio)"  
[X Link](https://x.com/Inves2grow/status/2014146076132151344)  2026-01-22T01:20Z [----] followers, [----] engagements


"Some numbers from my active IBKR taxable brokerage acct: [--] Month dollar returns: $14376.00 ending yesterday realized & unrealized Top contributors: $DSCSY $MOH $NVO $CNC Inception (Apr. [--] 25): +73.87% (today) [--] positions from 23%-1% 56% healthc [--] countries"  
[X Link](https://x.com/Inves2grow/status/2014545464771956822)  2026-01-23T03:47Z [----] followers, [----] engagements


"1/2 Payday hit: figure excess from Jan.; leave predetermined cash buffer subtract predetermined budget number from after-tax pay add up sweep to brokerage split: wifes Roth IRA $VEA my Roth IRA $IMBBY joint taxable (split: cash $VMRXX & ex-US ETF)"  
[X Link](https://x.com/Inves2grow/status/2018082993949323370)  2026-02-01T22:04Z [----] followers, [---] engagements


"New cash added to $MOH"  
[X Link](https://x.com/Inves2grow/status/2019142483779940605)  2026-02-04T20:14Z [----] followers, [---] engagements


"$HIMS $NVO Thievery is not a sustainable biz concept"  
[X Link](https://x.com/Inves2grow/status/2020256940547625129)  2026-02-07T22:02Z [----] followers, [----] engagements


"With concentration comes volatility. Disappointing; a bit. Im still more than doubling the benchmark. Im comfortable w/ what I own; no shares relinquished. Top [--] positions = 47% of portfolio (9 total)"  
[X Link](https://x.com/Inves2grow/status/2020337938794705192)  2026-02-08T03:24Z [----] followers, [---] engagements


"Dividends from $BTI + new cash $NVO at close today"  
[X Link](https://x.com/Inves2grow/status/2021382012016394556)  2026-02-11T00:33Z [----] followers, [---] engagements


"Rents check inadded to $UNH"  
[X Link](https://x.com/Inves2grow/status/2021677625371226531)  2026-02-11T20:08Z [----] followers, [---] engagements


"@LibertyRPF Wisdom. That last line.the definition of Speculation. .not my game"  
[X Link](https://x.com/anyuser/status/1364777624409493506)  2021-02-25T03:21Z [----] followers, [--] engagements


"I'm the pround owner of two shares of $CNSWF Constellation Software"  
[X Link](https://x.com/anyuser/status/1486111463198527494)  2022-01-25T22:59Z [----] followers, [--] engagements


"@nasmadotali Warren Buffett Jack Bogle & Howard Marks all agree that a buy-&-hold strategy w/ low-fee index beats most investors $VTI $VOO Read "A Simple Path To Wealth" by J. L. Collins @JLCollinsNH A succinct & solid introduction to a very successful strategy. https://www.amazon.com/Simple-Path-Wealth-financial-independence/dp/1533667926 https://www.amazon.com/Simple-Path-Wealth-financial-independence/dp/1533667926"  
[X Link](https://x.com/Inves2grow/status/1525977174649360384)  2022-05-15T23:11Z [----] followers, [--] engagements


"Portfolio 9/22 $COST 14.2% $AMZN 13.8% $MSFT 13.5% $DHR 13.5% $GOOGL 13.2% $CNSWF 8.2% $CDNS 8.2% $KLAC 7.4% $ALLY 4% $SPGI 2.5% $FICO 1% $BRK-B. 5%"  
[X Link](https://x.com/anyuser/status/1572998189246197761)  2022-09-22T17:16Z [----] followers, [--] engagements


"$TXN Reinvestment has taken off"  
[X Link](https://x.com/anyuser/status/1676374135604404224)  2023-07-04T23:35Z [----] followers, [----] engagements


"AI has mapped & ranked [---] million Epstein emails. The very first email is thus one that arrived three days after Epsteins death from someone called Cody Rudland whose name does not appear earlier. You are dead reads t/ subject followed by the body: Lol good riddance"  
[X Link](https://x.com/Inves2grow/status/2022496938906759334)  2026-02-14T02:23Z [----] followers, [---] engagements


"Bought shares in $DHR & $BRKb"  
[X Link](https://x.com/anyuser/status/1716857666558177304)  2023-10-24T16:42Z [----] followers, [----] engagements


"Building a position in $TXN this morning. Acceptable price. Extremely well managed. There's no easy way to know exactly where we are in the semi-cycle. Leaving myself some room to add shares"  
[X Link](https://x.com/anyuser/status/1719026070199083203)  2023-10-30T16:18Z [----] followers, [----] engagements


"portfolio (54% cash) $BTI $TDG $IMB.L $CNC $PM $EMLC $NVO $CSU.TO $DECK $IBKR (8 mo. return 55%) Comment as you like. Im not fragile& open to ideas"  
[X Link](https://x.com/Inves2grow/status/1993778923231162563)  2025-11-26T20:28Z [----] followers, [---] engagements


"Such is the face you must create for yourselfone face looking continuously to the future & the other to the past"  
[X Link](https://x.com/Inves2grow/status/2022881172322423070)  2026-02-15T03:50Z [----] followers, [--] engagements


"@TomGardnerFool To get family & others interested in investing I share some of what I'm doing. I'd recommend passive index ETFs to family & new investors not individual stocks. $VTI whole market $VOO S&P [---] $VGT tech $VYM dividend $VUG lg cap $VXUS 🌎 not #investing"  
[X Link](https://x.com/Inves2grow/status/1417307755350663168)  2021-07-20T02:17Z [----] followers, [--] engagements


"@DelyanneBarros Huge milestone Excellent👍🏻"  
[X Link](https://x.com/anyuser/status/1449178585571364869)  2021-10-16T01:01Z [----] followers, [--] engagements


"@OmarMoraIes [--] (I own) $GOOGL $MSFT $AMZN $AAPL $COST $NVDA $V $ASML $TSM $FB [--] (serious interest) $MA $AMD $CSU.TO $TOI.V $SQ $SHOP [--] (curious to know more) $U $MELI $NKE"  
[X Link](https://x.com/Inves2grow/status/1457902773291257856)  2021-11-09T02:48Z [----] followers, [--] engagements


"A four-image reminder of why $GOOGL is so beautiful"  
[X Link](https://x.com/Inves2grow/status/1497657591144476675)  2022-02-26T19:39Z [----] followers, [---] engagements


"Today New positions: $SNPS Synopsis Software $ACN Accenture plc $SPGI S&P Global Inc. $LRCX Lam Research Corp Added to: $DHR Danaher Corp 👀 Looking into: $TCEHY Tencent Holdings"  
[X Link](https://x.com/anyuser/status/1511075695799136256)  2022-04-04T20:18Z [----] followers, [--] engagements


"👀 Interesting book about serial acquirers (free) from @SerialAcquirers $CNSWF $TOITF $ACN $DHR $BRK Favorite Graphic: possible consequences had Buffett just handed out dividends https://www.acquirers.com/serial-acquirers https://www.acquirers.com/serial-acquirers"  
[X Link](https://x.com/anyuser/status/1518320791489630208)  2022-04-24T20:07Z [----] followers, [--] engagements


"$GOOGL .it's right for me too"  
[X Link](https://x.com/anyuser/status/1518685279585849344)  2022-04-25T20:16Z [----] followers, [--] engagements


"My current stock portfolio (don't want to mislead: my other accounts contain low-fee index & I own RE)"  
[X Link](https://x.com/Inves2grow/status/1519553896175136768)  2022-04-28T05:47Z [----] followers, [--] engagements


"Serial Acquirers: $CSU $TOI $DHR $TDG $FSV $ROP $BRK-B $MKL $BRO $WM $HLMA etc. They've unique challenges important qualitative traits & life cycles that warrant really close attention. Other resources Excellent Resources https://exploringcontext.substack.com/p/studying-serial-acquirerss=r https://scottlp.com/letters.html#Acquirers https://exploringcontext.substack.com/p/studying-serial-acquirerss=r https://scottlp.com/letters.html#Acquirers"  
[X Link](https://x.com/anyuser/status/1520867412425379840)  2022-05-01T20:47Z [----] followers, [--] engagements


"Taxable Acct. Portfolio [--] companies (still building sizing not frac) 6/16/22 $GOOGL 13.8% $MSFT 12% $CNSWF 9% $AMZN 9% $COST 7.8% $ACN 6.5% $NVDA 5.4% $DHR 5.2% $CDNS 4.1% $TXN 4% $SPGI 2.7% $AMAT 2.5% $BAM 2.2% $LRCX 2% $KLAC 2% $TSM 2% $TOITF 1.6% $V 1.2% $ROP 1% cash 6%"  
[X Link](https://x.com/anyuser/status/1537669948910104577)  2022-06-17T05:34Z [----] followers, [--] engagements


"$BAM Today thats different. Credit is harder to come by. Banks are only lending to some people. Capital markets are differentiating. 👇🏼"  
[X Link](https://x.com/Inves2grow/status/1539081140824182784)  2022-06-21T03:01Z [----] followers, [--] engagements


"Portfolio July [--] [----] $GOOGL 13.6% $AMZN 9.2% $MSFT 12.5% $COST 10% $CNSWF 9.4% $ACN 6.5% $DHR 5.4% $NVDA 4.9% $SPGI 4.3% $BAM 4.2% $V 3.8% $TXN [---] $TSM 2.6% $AMAT 2.3% $CDNS 2.2% $KLAC 1.9% $TIOTF 1.8% $LRCX 1.7%  [--] co's Top [--] = 61.2% Bottom [--] = 12.5%"  
[X Link](https://x.com/Inves2grow/status/1542986522244235264)  2022-07-01T21:40Z [----] followers, [--] engagements


"Big portfolio changes today: I was dead honest with myself. Do I really understand the business model What aspect exactly am I bullish on Can I imagine future growth prospects & does it really excite me. I have [--] co's now (from 18). I consolidated my best ideas"  
[X Link](https://x.com/Inves2grow/status/1548044765731495936)  2022-07-15T20:40Z [----] followers, [--] engagements


"Portfolio July [--] [----] [--] co's"  
[X Link](https://x.com/Inves2grow/status/1548068552669704195)  2022-07-15T22:14Z [----] followers, [--] engagements


"$MSFT acquisition of Activision Blizzard $ATVI *could* come as early as August. (FTC has [--] days to request additional information or it will be auto approved. Two requests have been satisfied already)"  
[X Link](https://x.com/Inves2grow/status/1548700353620676608)  2022-07-17T16:05Z [----] followers, [--] engagements


"If you want shares now is not a horrible time. $GOOGL A few years from now we'll be looking back feeling pretty smug about the results"  
[X Link](https://x.com/Inves2grow/status/1551644913543966720)  2022-07-25T19:05Z [----] followers, [--] engagements


"Update on Portfolio $COST 14.7% $GOOGL 14.3% $AMZN 14% $MSFT 13.7% $DHR 13% $CDNS 10.5% $CNSWF 9.2% $NVDA 5.6% $KLAC 5% Traded $TSM at profit to add more $CDNS & $DHR .also benefitted from earlier 7/15 adjustments (increase in $AMZN holding almost 30%). Last week was fun"  
[X Link](https://x.com/anyuser/status/1553564347644841985)  2022-07-31T02:12Z [----] followers, [--] engagements


"9 co's 8/15/22 $DHR 15% $MSFT 14.4% $COST 14.4% $GOOGL 14% $AMZN 14% $CDNS 10.5% $CNSWF 9% $KLAC 6.7% $SPGI 2% Added $SPGI (will be building position). I was looking to reduce risk & diversify well. Yes I've owned it before🙄 My portfolio is a work in progress.& so am I"  
[X Link](https://x.com/anyuser/status/1559288139348185088)  2022-08-15T21:17Z [----] followers, [--] engagements


"Amid all the chaos.I've been focusing on the greater selection of reasonably priced quality. October [--] $COST $MSFT $AMZN $GOOGL $DHR $CNSWF $CDNS $SPGI $FICO $CP $ALLY $TMO $BAM $TXN $KLAC $BRK.B $VRSK"  
[X Link](https://x.com/Inves2grow/status/1580642283535634433)  2022-10-13T19:31Z [----] followers, [--] engagements


"What's on your watchlist Don't be shy. $MA $NKE $BRO $AMD $ADSK $ORLY $ADBE $NVO $HEI $ANCTF $WCN .& more"  
[X Link](https://x.com/anyuser/status/1586516685410164736)  2022-10-30T00:33Z [----] followers, [--] engagements


"Which would you adopt Any glaring omissions"  
[X Link](https://x.com/Inves2grow/status/1595166360375787520)  2022-11-22T21:24Z [----] followers, [--] engagements


""Show me the incentive and I will show you the outcome." -Charlie Munger What do you own with clear built-in incentivization Let's make a list. Danaher $DHR 11% insider ownership Old Dominion Freight Line Inc. $ODFL nearly 13% insider ownership"  
[X Link](https://x.com/anyuser/status/1596403610073862144)  2022-11-26T07:20Z [----] followers, [---] engagements


"Added to my $BAM position. What are you up to"  
[X Link](https://x.com/Inves2grow/status/1600597107018444800)  2022-12-07T21:04Z [----] followers, [--] engagements


"More than doubled my $BAM position this morning. Also bought additional shares in $COST $BRK-B $GOOGL ☕ What's happening on your end"  
[X Link](https://x.com/Inves2grow/status/1605231282316771330)  2022-12-20T15:58Z [----] followers, [----] engagements


"Made some trades today Sold: $NVO $VRSK $MA $TMO gain 7% [---] mo. Reasoning port redundancy expense Purchases: 3.3% new pos. $AAPL 2.5% new pos. $TSM Added 30% to $DG pos Added to $ODFL Added to $TXN [--] names"  
[X Link](https://x.com/anyuser/status/1607844833561030656)  2022-12-27T21:04Z [----] followers, [----] engagements


"January 2023"  
[X Link](https://x.com/Inves2grow/status/1611047111801602049)  2023-01-05T17:08Z [----] followers, [----] engagements


"@iancassel Let's not complicate things. $2 PowerBall ticket$320600000 payout. No waiting. Middle School math students will tell you it's silly. Do it anyway"  
[X Link](https://x.com/Inves2grow/status/1612165133316546561)  2023-01-08T19:11Z [----] followers, [----] engagements


"$BAM $BN An excellent write-up completely worth your time whether you're Brookfield-curious or already a shareholder. 🙏@GaliciaInvestor https://galicianinvestor.substack.com/p/brookfield-asset-managemet https://galicianinvestor.substack.com/p/brookfield-asset-managemet"  
[X Link](https://x.com/Inves2grow/status/1612653793317093382)  2023-01-10T03:33Z [----] followers, 18.5K engagements


"It's done. I'm in deep. $BAM"  
[X Link](https://x.com/Inves2grow/status/1622617939768918018)  2023-02-06T15:27Z [----] followers, 17.8K engagements


"Closed out my 8% allocation swing trade of $TSM w at +17% gain. .just as well. I'm married to my lovely $CDNS & $TXN rep 20% #semi exposure already. Down to [--] core quality names 12.6% YTD returns & 14% cash. What are you excited about in healthcare lately (quality on sale)"  
[X Link](https://x.com/anyuser/status/1625908314944196608)  2023-02-15T17:22Z [----] followers, [----] engagements


"Buying a large amount of $BN"  
[X Link](https://x.com/Inves2grow/status/1628084815991013376)  2023-02-21T17:30Z [----] followers, 10.2K engagements


"Portfolio 2/24/23 Cash 7.25% YTD +9.45%"  
[X Link](https://x.com/Inves2grow/status/1629303166700511232)  2023-02-25T02:12Z [----] followers, [----] engagements


"I've got no masterplan other than imagining what I want to hold a truckload of in [--] years. Accumulating as new cash is available. Added to $TXN $SPGI & $ODFL. Zero cash position currently"  
[X Link](https://x.com/anyuser/status/1633517163876343808)  2023-03-08T17:16Z [----] followers, [----] engagements


"Portfolio 3/31/23 Cash .08% YTD +7.9%"  
[X Link](https://x.com/Inves2grow/status/1641964124161863682)  2023-04-01T00:42Z [----] followers, [----] engagements


"3rd Avenue RE Value Fund letter: Dec. [--] [----] $BN $BAM (@_iinvested web archive) - Interesting to hear from a long-time shareholder (2004) especially regarding the spinoff"  
[X Link](https://x.com/Inves2grow/status/1642765339678375937)  2023-04-03T05:45Z [----] followers, 34.7K engagements


"$PEP is interesting to me. They're bristling w what the masses crave. Their "energy" category is substantial. Rockstar (9 categories + flavors) Celsius FastTwitch (Gatorade + caffeine) Mtn Dew (Kickstart AMP Game Fuel Energy). .then all the snack brands😶"  
[X Link](https://x.com/anyuser/status/1649955135932747777)  2023-04-23T01:55Z [----] followers, [----] engagements


"Monday I chose $BN over $BAM. I was overweight Brookfield & I made up my mind. Sold bam for profit & went shopping this morning. $ODFL $BN $CDNS $COST $NVO $PEP (newish to port) $TXN"  
[X Link](https://x.com/Inves2grow/status/1651275722068234242)  2023-04-26T17:23Z [----] followers, [----] engagements


"Portfolio 5/1/23 Cash 0%"  
[X Link](https://x.com/Inves2grow/status/1653257404149293056)  2023-05-02T04:37Z [----] followers, [----] engagements


"My #fintwit friends I have to share. Today I landed a better position in an updated building that cut my commute time by 66%. I was previously driving [--] hrs a day (100 mi. round trip). This will be so nice 🏝 I wrote my resignation letter moments ago. Happy Friday 🍻"  
[X Link](https://x.com/Inves2grow/status/1657210301996208128)  2023-05-13T02:25Z [----] followers, [----] engagements


"Portfolio for May [--] YTD +8.3%"  
[X Link](https://x.com/Inves2grow/status/1664073131718492161)  2023-06-01T00:55Z [----] followers, [----] engagements


"That won't be coming from me & if an opportunity does arise it won't last. With a 93% renewal rate 55.5% of the club market avg store turning $526K daily they've huge leverage in landing deals for their customers. 👉🏼43% have advanced degrees 46% no children $125K income"  
[X Link](https://x.com/Inves2grow/status/1665507322360369153)  2023-06-04T23:54Z [----] followers, 16.5K engagements


"A business worth paying up for does not just generate free cash. It offers generous reinvestment opportunities within the core business. Never thought about reinvestment runways divided up in inside and outside of a companies moat. Interesting view by Pat Dorsey. https://t.co/Km8kFWwYWb Never thought about reinvestment runways divided up in inside and outside of a companies moat. Interesting view by Pat Dorsey. https://t.co/Km8kFWwYWb"  
[X Link](https://x.com/Inves2grow/status/1673375709514047488)  2023-06-26T17:00Z [----] followers, [----] engagements


"Stock Picking Portfolio: June [--] [----] (long only no leverage no derivatives) For a fun comparison (or not so fun) my indexed account containing 25% VGT 23% VOO 52% VTI has a return YTD of 20.21%. My goal is to push my savings rate as high as possible & learn as I go"  
[X Link](https://x.com/Inves2grow/status/1674949709700698112)  2023-07-01T01:15Z [----] followers, 11K engagements


"Novo Nordisk (ROCE 73.5%) in its ability to generate profits from capital (WACC = 6.2%) seems to tower over its competitors. (ROIC 62%) $NVO"  
[X Link](https://x.com/anyuser/status/1675329727102607360)  2023-07-02T02:25Z [----] followers, 33.4K engagements


"There is no correlation between share repurchase intensity & total shareholder return. For me it clarifies what we shouldnt be distracted by. Article👇🏼"  
[X Link](https://x.com/Inves2grow/status/1675557727148589057)  2023-07-02T17:31Z [----] followers, 32.1K engagements


"Share [--] high quality names (ROIC reinvestment rev growth) that are currently decent buys. After listening to Rochon (Giverny) it seems overlooking great businesses because theyre a bit pricey could be a substantial contributor to regrettable mistakes of omission"  
[X Link](https://x.com/anyuser/status/1676378934718656512)  2023-07-04T23:54Z [----] followers, 58.4K engagements


"@PandaValue General advice to investors but also good insight into some errors hes made. He prefers 20-25 names & trims at 10% his conservatism seems to work. Just trying to really listen to those who have been successful over long periods of time. (interview) https://youtu.be/Odolsv6MM6g https://youtu.be/Odolsv6MM6g"  
[X Link](https://x.com/Inves2grow/status/1676410978668548096)  2023-07-05T02:01Z [----] followers, [----] engagements


"Lets put our heads together & build a list with temporary problems. What does the market hate right now $DHR Danaher $DG Dollar General"  
[X Link](https://x.com/anyuser/status/1679980553788100613)  2023-07-14T22:25Z [----] followers, 101.9K engagements


"Its a very sad day but also an important one. Im using the entire balance of my stock picking portfolio to guarantee my kid has a chance to get her engineering degree. Over the last couple of days weve been traveling. (orientation & to meet w/ her counselor) My shares👇🏼"  
[X Link](https://x.com/anyuser/status/1681843752917409792)  2023-07-20T01:49Z [----] followers, 68.4K engagements


"Im feeling a bit bare at the moment. Its like showing up to a biker rally on foot. Ill start over😳while continuing to fund my retirement accounts (as usual) Ill read your posts & continue researching & learningbut Ill be feeling left out for a bit😂 🍺 Cheers"  
[X Link](https://x.com/Inves2grow/status/1681843773360455680)  2023-07-20T01:49Z [----] followers, [----] engagements


"Sorry but I block or mute any financially free by [--] accounts. That bs has got to go. Nobody cares that your parents set you up. Families need constructive financial advice based in reality"  
[X Link](https://x.com/Inves2grow/status/1682584617210236929)  2023-07-22T02:53Z [----] followers, [----] engagements


"How fast an exceptional company loses its edge is partially determined by its sector. (operating margin rate of regression to the mean by sector)"  
[X Link](https://x.com/Inves2grow/status/1683239274190356480)  2023-07-23T22:14Z [----] followers, 14.7K engagements


"I found this Little Book in a neighborhood free-library walking the dog. I read a good portion on our camping trip. I doubt any stock pickers are attracted to Bogles inconvenient message but I enjoy reading material that moves against what people wish wasnt true"  
[X Link](https://x.com/Inves2grow/status/1685021387948425216)  2023-07-28T20:16Z [----] followers, [----] engagements


"There's a bull market in play 78% of the time yet there's always someone claiming the sky is falling. Yes it will over & over but we still don't care. The best deals are found & so are 42% of the biggest daily gains making timing impossible. The biggest money-loser is fear"  
[X Link](https://x.com/Inves2grow/status/1687900099140284416)  2023-08-05T18:55Z [----] followers, [----] engagements


"If you invest this is required reading. Sorry I don't make the rules. Buffett effects of inflation on business similarities between stocks & bonds & how costs decimate real returns. Another account tried to summarize it. No. Read it in its entirety (link in 2nd tweet)"  
[X Link](https://x.com/anyuser/status/1693366228008771589)  2023-08-20T20:55Z [----] followers, 44.3K engagements


"Required reading in present times. https://fortune.com/2011/06/12/buffett-how-inflation-swindles-the-equity-investor-fortune-classics-1977/ https://fortune.com/2011/06/12/buffett-how-inflation-swindles-the-equity-investor-fortune-classics-1977/"  
[X Link](https://x.com/Inves2grow/status/1693366230475059436)  2023-08-20T20:55Z [----] followers, [----] engagements


"$DHR up over 18% since Oct [--]. (13% allocation)"  
[X Link](https://x.com/anyuser/status/1727020147276443721)  2023-11-21T17:44Z [----] followers, [----] engagements


"This is the way. $CP For the first time in [--] decades the U.S. is importing more goods from both Mexico and Canada than from China https://t.co/0dJc2Yhx0D For the first time in [--] decades the U.S. is importing more goods from both Mexico and Canada than from China https://t.co/0dJc2Yhx0D"  
[X Link](https://x.com/Inves2grow/status/1733313799816720690)  2023-12-09T02:33Z [----] followers, [----] engagements


"@benbakhshi Its totally fine. Theyll buy index & do well"  
[X Link](https://x.com/Inves2grow/status/1740975842745041312)  2023-12-30T05:59Z [----] followers, [----] engagements


"I bought shares in these co's this week. $HSY $AMT * $DG * $CELH $V * (* added to existing) This was a tough week at work😒 .continue to be extremely motivated to invest every extra dollar"  
[X Link](https://x.com/anyuser/status/1743407317742428665)  2024-01-05T23:01Z [----] followers, [----] engagements


"@Barchart Why would a higher futures price over spot (contango) spell trouble for the economy Seems it reflects an expectation of higher demand() Help me out here"  
[X Link](https://x.com/anyuser/status/1774293170882502686)  2024-03-31T04:30Z [----] followers, [----] engagements


"😗it finally arrived"  
[X Link](https://x.com/Inves2grow/status/1785098492815532351)  2024-04-30T00:07Z [----] followers, [----] engagements


"YTD time weighted +12.8% [--] YR dollar weighted +43.1% -stocking picking account since Oct [--] -contained ETFs before that - [--] YR annualized +22.4%"  
[X Link](https://x.com/Inves2grow/status/1787234209054285880)  2024-05-05T21:33Z [----] followers, [----] engagements


"Stock Picking Portfolio YTD 28.6% time weighted (S&P 14.5%) 1Y 78.9% dollar weighted (S&P 24.24%) (compared to: Roth IRA 1Y 28% ETFs) *cash added reg. eg. 4% added Friday *feel luck is playing a roleopinion remains neutral *no derivatives leverage long only *cash 0"  
[X Link](https://x.com/Inves2grow/status/1807491375329611882)  2024-06-30T19:08Z [----] followers, [----] engagements


"I can tell you one thing if Buffett was his younger self today investing his own money & developing his skillshe sure as hell wouldnt be posting his trades on some site for likes"  
[X Link](https://x.com/anyuser/status/1810853281268387912)  2024-07-10T01:47Z [----] followers, 16.2K engagements


"JPMorgan: $UNH Overweight Rating - series of articles are old info - previously investigated - DOJ failed to charge - investors still digesting - price movement overdone News: auditor will increase Medicare Advantage audits My take - Its nothing Wolf Research analysis"  
[X Link](https://x.com/anyuser/status/1925343548901400604)  2025-05-22T00:10Z [----] followers, 16.8K engagements


"$UNH is t/ largest single stock holding Ive ever held. Larger by a substantial margin than the cost of my first house. No leverage. - goes ex-divi 6/16 - looking forward to the Latin Ameri. sale news - court judg. in July - focus on [--] - itd be excellent if Berk. was buying"  
[X Link](https://x.com/anyuser/status/1932211885295931657)  2025-06-09T23:03Z [----] followers, 13.8K engagements


"surprise collaboration OpenAI + TPUs = low cost inference $GOOGL"  
[X Link](https://x.com/anyuser/status/1938723579476222090)  2025-06-27T22:18Z [----] followers, [----] engagements


"Added to $UNH Not easy"  
[X Link](https://x.com/Inves2grow/status/1945927015682679221)  2025-07-17T19:22Z [----] followers, [----] engagements


"So Ive had an unholy-sized position on $UNH since mid May& Ive been peacefully sitting tight. Then in marches a flaming 2X leveraged ETF on United Health. omg. $UNHG These are generally not a good idea friendsbut if the degens want to meme-out my position be my f guest"  
[X Link](https://x.com/anyuser/status/1947747262681280788)  2025-07-22T19:55Z [----] followers, [----] engagements


"$UNH Added another 20% to my pile of shares"  
[X Link](https://x.com/Inves2grow/status/1948112533698785469)  2025-07-23T20:06Z [----] followers, [----] engagements


"Buffett did in fact buy $UNH good. news. up close to +8% after hours"  
[X Link](https://x.com/Inves2grow/status/1956098279302947119)  2025-08-14T20:59Z [----] followers, [----] engagements


"I guess its now somewhat safe to reveal $UNH is 79% of my portfolio (& rising). Buffett did in fact buy $UNH good. news. up close to +8% after hours https://t.co/vlMZva0OPc Buffett did in fact buy $UNH good. news. up close to +8% after hours https://t.co/vlMZva0OPc"  
[X Link](https://x.com/anyuser/status/1956100679371763976)  2025-08-14T21:08Z [----] followers, [----] engagements


"@BondKingJanusH1 @tobaccoinsider (positions in $BTI $PM $IMB.L $IMBBY )"  
[X Link](https://x.com/Inves2grow/status/1992745013781156159)  2025-11-24T00:00Z [----] followers, [---] engagements


"Whos holding cash (%) What names feel like an opportunity right now Wondering about the markets next turn. Unwound my extreme concentration Oct [--]. Im 54% cash 55% returns since April [--] (inception data didnt follow) [--] roughly equal positions ($BTI my largest)"  
[X Link](https://x.com/Inves2grow/status/1993776439423062047)  2025-11-26T20:18Z [----] followers, [---] engagements


"@HustleWithRoss I reserve the right to sell Any Individual Stock. They are all probationary. The moment you fall in love.you endanger your Stash 💰 .but my ETFs ➡ $VTI & $VGT will be there well into the my Future. 🌞"  
[X Link](https://x.com/Inves2grow/status/1357759426728366080)  2021-02-05T18:34Z [----] followers, [--] engagements


"@BuildBigMoney1 Money doesn't buy time. It's buys autonomy within the time you have left. .which is undetermined"  
[X Link](https://x.com/Inves2grow/status/1365839891444109313)  2021-02-28T01:43Z [----] followers, [--] engagements


"Any purchases today I bought: [--] shares $MSFT (new posi) [--] shares $FB [--] shares $AAPL #buyandhold"  
[X Link](https://x.com/Inves2grow/status/1439984254931271680)  2021-09-20T16:06Z [----] followers, [--] engagements


"$COST Retail month of June net sales increase 20.4% over last year. (44 weeks 16.9%)"  
[X Link](https://x.com/anyuser/status/1546186406891888640)  2022-07-10T17:35Z [----] followers, [---] engagements


""negative FCF is not only fine but desirable in cases when the return on investment comfortably exceeds the cost of capital" "the market ultimately recognizes & pays for intangible investments that create value even if they create losses in the short term." Mauboussin"  
[X Link](https://x.com/Inves2grow/status/1595501018108030976)  2022-11-23T19:34Z [----] followers, [---] engagements


""Industry is not destiny." An individual company can crush it despite the industry that it's in. Let's make a list. $ODFL "trucking is cyclical" $TXN "semis are cyclical & capital intensive" $COST "low margin retail is highly competitive" (feel free to disagree) Has anyone tried to build a strategy focused on this https://t.co/UjezYvZlfi Has anyone tried to build a strategy focused on this https://t.co/UjezYvZlfi"  
[X Link](https://x.com/anyuser/status/1599196246962745346)  2022-12-04T00:17Z [----] followers, [--] engagements


"$DHR Q4 [----] spin-off of its environmental & water💧 business. Who feels there's potential I think there is. Management wouldn't spin it if they thought it wasn't a solid move. (Greenblatt on spin-offs)"  
[X Link](https://x.com/anyuser/status/1647408622614482945)  2023-04-16T01:16Z [----] followers, 33.9K engagements


"$BN A nicely organized case for a diversified long-term oriented player. h/t @MoS_Investing https://www.marginofsafetyinvesting.com/p/brookfield-corporation https://www.marginofsafetyinvesting.com/p/brookfield-corporation"  
[X Link](https://x.com/Inves2grow/status/1651624596452564992)  2023-04-27T16:29Z [----] followers, 11.6K engagements


"(notes to self) Valuation has very little correlation to what will do well over a quarter or even a year. Sentiment & liquidity move prices in shorter time frames. Moving out to five years valuation & fundamental criteria become a better predictor of what will do well"  
[X Link](https://x.com/Inves2grow/status/1669759199008677889)  2023-06-16T17:29Z [----] followers, [----] engagements


""The only trait shared by all the best investors that I know is that they let their winners run." No need to read Freeman-Shor's full text over @GavinSBaker's summary. I've read both many times and couldn't recommend the ideas more to instill a portfolio management discipline. TL;DR Use stop losses both in $ terms 20-33% and time 6mo. recommend HOLD YOUR WINNERS No need to read Freeman-Shor's full text over @GavinSBaker's summary. I've read both many times and couldn't recommend the ideas more to instill a portfolio management discipline. TL;DR Use stop losses both in $ terms 20-33% and time"  
[X Link](https://x.com/Inves2grow/status/1669808428439732226)  2023-06-16T20:45Z [----] followers, 23.5K engagements


"$BN doing what they do love or no love. Vibe check lol https://t.co/tuC07FWCOX Vibe check lol https://t.co/tuC07FWCOX"  
[X Link](https://x.com/Inves2grow/status/1674186414093926400)  2023-06-28T22:42Z [----] followers, 15.9K engagements


"Brookfield office property defaults account for 0.08% of its total real estate assets If you had $1K in assets $.80 cents would be your loss. This environment is a gift to Brookfield imo"  
[X Link](https://x.com/anyuser/status/1674836695274094592)  2023-06-30T17:45Z [----] followers, 11.3K engagements


"I'm rebuilding my stock picking portfolio. I was lucky w [--] timed entries $AMT $AMZN (+7.5%). My rules value sensitive diversified very low turnover. Task wait for pitches new $ monthly improve my ability to value co's so far. $AMZN $DHR $BRKb $CP $AMT $ULTA 28% cash Its a very sad day but also an important one. Im using the entire balance of my stock picking portfolio to guarantee my kid has a chance to get her engineering degree. Over the last couple of days weve been traveling. (orientation & to meet w/ her counselor) My shares👇🏼 Its a very sad day but also an important one. Im using the"  
[X Link](https://x.com/anyuser/status/1717942647388860515)  2023-10-27T16:33Z [----] followers, [----] engagements


"today I added to $DHR $CP $SENEA $GOOGL [--] positions no sales"  
[X Link](https://x.com/anyuser/status/1723041507681153240)  2023-11-10T18:14Z [----] followers, [----] engagements


"Indv. Co. Taxable Portfolio as of Friday. Cash: negligible Caution⛔ Im an art major"  
[X Link](https://x.com/Inves2grow/status/1754317340043538864)  2024-02-05T01:33Z [----] followers, [----] engagements


"YTD returns 13.3% [--] yr 35.5% Deployed an additional 54% cash this week. We could live for [--] mo. on the value of this taxable account. Its getting a little more serious in size now. For yrs weve invested 55%+come rain or shine (index). I share for fun & accountability"  
[X Link](https://x.com/anyuser/status/1763722706363830388)  2024-03-02T00:27Z [----] followers, [----] engagements


"YTD +15% (time weighted) Cash negligible (This port gets heavy amounts new cash regularly. Its 6X what it was a year ago. 1yr dollar weighted return is 73%. Performance does not include my two MU trades using a separate cash account. Returns added 13% new cash to this port.)"  
[X Link](https://x.com/Inves2grow/status/1774508288073421171)  2024-03-31T18:45Z [----] followers, [----] engagements


"Started buying $ASML today"  
[X Link](https://x.com/anyuser/status/1948113132939059250)  2025-07-23T20:08Z [----] followers, [----] engagements

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