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

Lex◇investor posts on X about $tsm, $cost, $dhr, $googl 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)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [automotive brands](/list/automotive-brands)  [fashion brands](/list/fashion-brands)  [social networks](/list/social-networks)  [financial services](/list/financial-services)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[$tsm](/topic/$tsm), [$cost](/topic/$cost), [$dhr](/topic/$dhr), [$googl](/topic/$googl), [$unh](/topic/$unh), [$txn](/topic/$txn), [$nvo](/topic/$nvo) #240, [$amzn](/topic/$amzn), [$dg](/topic/$dg), [$cdns](/topic/$cdns)

**Top accounts mentioned or mentioned by**
[@blondesnmoney](/creator/undefined) [@taobanker](/creator/undefined) [@saynototrading](/creator/undefined) [@dynamicbrands](/creator/undefined) [@mosinvesting](/creator/undefined) [@steveninvesting](/creator/undefined) [@barryschwartzbw](/creator/undefined) [@longequity](/creator/undefined) [@bondkingjanush1](/creator/undefined) [@tobaccoinsider](/creator/undefined) [@invesquotes](/creator/undefined) [@stonkmetal](/creator/undefined) [@bradocapital](/creator/undefined) [@rahulsetty](/creator/undefined) [@biohazard3737](/creator/undefined) [@finphilosopher](/creator/undefined) [@logicalthesis](/creator/undefined) [@thegarpinvestor](/creator/undefined) [@trentblair19](/creator/undefined) [@apcapital](/creator/undefined)

**Top assets mentioned**
[Taiwan Semiconductor (TSM)](/topic/$tsm) [Costco Hot Dog (COST)](/topic/$cost) [Danaher Corporation (DHR)](/topic/$dhr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [UnitedHealth Group (UNH)](/topic/$unh) [Texas Instruments (TXN)](/topic/$txn) [Novo-Nordisk (NVO)](/topic/$nvo) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Decentral Games (DG)](/topic/$dg) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Centene Corp (CNC)](/topic/$cnc) [S&P Global Inc (SPGI)](/topic/$spgi) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [KLA Corp (KLAC)](/topic/$klac) [British American Tobacco (BTI)](/topic/$bti) [Microsoft Corp. (MSFT)](/topic/$msft) [Old Dominion Freight Line Inc (ODFL)](/topic/$odfl) [American Tower Corp (AMT)](/topic/$amt) [Canadian Pacific Railway (CP)](/topic/$cp) [Crocs, Inc. (CROX)](/topic/$crox) [Ulta Beauty Inc (ULTA)](/topic/$ulta) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Brookfield Corporation (BN)](/topic/$bn) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Philip Morris International Inc. (PM)](/topic/$pm) [Accenture (ACN)](/topic/$acn) [Apple, Inc. (AAPL)](/topic/$aapl) [Advanced Micro Devices (AMD)](/topic/$amd) [Mastercard, Inc. (MA)](/topic/$ma) [Verisk Analytics, Inc. (VRSK)](/topic/$vrsk) [Maravai LifeSciences Holdings, Inc.  (MRVI)](/topic/$mrvi) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Costco Wholesale Corporation (COST)](/topic/costco) [PepsiCo, Inc. (PEP)](/topic/$pep) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Copart, Inc. (CPRT)](/topic/$cprt) [Tractor Supply Co (TSCO)](/topic/$tsco) [Walmart, Inc. (WMT)](/topic/$wmt) [Micron Technology, Inc. (MU)](/topic/$mu) [ALLISON TRANSMISSION HOLDINGS, INC. (ALSN)](/topic/$alsn) [Roper Technologies Inc (ROP)](/topic/$rop) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Nike Inc (NKE)](/topic/$nke) [O'Reilly Automotive Inc (ORLY)](/topic/$orly) [Hershey Co (HSY)](/topic/$hsy) [Altria Group Inc (MO)](/topic/$mo) [Adobe, Inc. (ADBE)](/topic/$adbe) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Neurobro (BRO)](/topic/$bro)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@SteveOnSpeed @OhHaiAndy Vanguard money market is my savings account. $VMRXX Vanguard Cash Reserves Federal Money Market Fund Admiral Shares ($3000 minimum) [--] yr annualized 1.26% #EmergencyFund"  
[X Link](https://x.com/Inves2grow/status/1399470043142885376)  2021-05-31T20:57Z [----] followers, [--] engagements


"@BusinessFamous My savings account exists only so my checking is free & to protect against an overdraft fee (they're pirates) My [--] month emergency fund is kept in $VMRXX shares w Vanguard (the cost of avoiding disaster) No checking needed"  
[X Link](https://x.com/Inves2grow/status/1408826699530129415)  2021-06-26T16:37Z [----] followers, [--] engagements


"@financeswithsam If $20000 had to be safe & available in a year or two My best idea at the moment is $VMRXX Vanguard Cash Reserves Federal Money Market. Minimum investment is $3000. [--] yr annualized return is 1.34% 🟢Anyone have an equally safe option that pays more"  
[X Link](https://x.com/Inves2grow/status/1409398505194487809)  2021-06-28T06:29Z [----] followers, [--] engagements


"Just bought another block of $TSM Yes I bought the dip 😛🤙🏼 I'm in for the longterm"  
[X Link](https://x.com/Inves2grow/status/1415721742115303424)  2021-07-15T17:15Z [----] followers, [--] engagements


"$TCEHY holdings are around 40% of it's market cap. Link to an updated holdings list. @OMGCapital This suggests around 40%. https://t.co/G8iLi2n1He @OMGCapital This suggests around 40%. https://t.co/G8iLi2n1He"  
[X Link](https://x.com/Inves2grow/status/1419063210712305666)  2021-07-24T22:33Z [----] followers, [--] engagements


"Any great write-ups on $MTCH (Match Group Inc.) Gross Profit per Employee under the category "Social Media & Digital Ads." Surprising 👀 Gross Profit per Employee under the category "Social Media & Digital Ads." Surprising 👀"  
[X Link](https://x.com/Inves2grow/status/1419070203908919296)  2021-07-24T23:01Z [----] followers, [--] engagements


"$ASML dwarfs $INTC by over $100 Billion in market cap 😳 $TSM is the 9th most valuable company in the world & is expect to rake in 55% of the total global foundry revenue. #semiconductors"  
[X Link](https://x.com/Inves2grow/status/1450625752706158604)  2021-10-20T00:51Z [----] followers, [--] engagements


"$GFS GlobalFoundries IPO 👇🏼 #semiconductors GlobalFoundries targets $25 billion stock valuation in IPO media report. The #semiconductor manufacturer announced the start of its IPO of [--------] ordinary shares. The IPO price is expected to be between $42.00 and $47.00 per share. $IBM $TSM $UMC https://t.co/Xe2vdHEhsA GlobalFoundries targets $25 billion stock valuation in IPO media report. The #semiconductor manufacturer announced the start of its IPO of [--------] ordinary shares. The IPO price is expected to be between $42.00 and $47.00 per share. $IBM $TSM $UMC https://t.co/Xe2vdHEhsA"  
[X Link](https://x.com/Inves2grow/status/1450629038209323008)  2021-10-20T01:04Z [----] followers, [--] engagements


"Learning about this company today. #semis MediaTek symbol: 2454TW IoT ICs (internet of things integrated circuits) ⛏ 👀 Price/Earnings [----] Price/Sales [----] Divi 3.39% Payout ratio 61.06% ✔Held by insiders 8.39% ✔ROE 26.12% Quarter Rev Gr 34.7% https://finance.yahoo.com/news/mediatek-announces-pentonic-smart-tv-194500323.html https://finance.yahoo.com/news/mediatek-announces-pentonic-smart-tv-194500323.html"  
[X Link](https://x.com/Inves2grow/status/1462166189312937985)  2021-11-20T21:09Z [----] followers, [--] engagements


"@SleepwellCap @TheGarpInvestor Thanks for sharing. $APH Amphenol Corp. Why has it's price not returned to pre-pandemic levels I wonder It's not cheap now at P/E [--]. Wondering what narrative deflated"  
[X Link](https://x.com/Inves2grow/status/1470499748683599875)  2021-12-13T21:03Z [----] followers, [--] engagements


"$LRCX Lam Research Corp. Industry:Semiconductor Equipment & Materials I was admiring the fact that I can own a company from California.& yet gain international diversification indirectly benefitting from the growth of tech giants. Dec. qrter rev by region"  
[X Link](https://x.com/Inves2grow/status/1487910327085789187)  2022-01-30T22:07Z [----] 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


"Today's purchase TSMC $TSM near a [--] wk low. A resilient international powerhouse w 40% margins nearly 30% ROE & 1.97% Divi. They are indispensable to their extensive high-profile customer base $AAPL $NVDA $AMD $MRVL w 57% 🌎 #Semi foundry market share"  
[X Link](https://x.com/Inves2grow/status/1512515382048821250)  2022-04-08T19:39Z [----] 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


"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


"For better or worse I put my money where my mouth is. Dropped all my cash this morning. I'm fully invested. $TSM $SPGI $COST $BAM $V"  
[X Link](https://x.com/Inves2grow/status/1542961234596675584)  2022-07-01T19:59Z [----] followers, [--] engagements


"Pricing Power $TSM $TSMC up 17% on Quarter thank you @east_cap"  
[X Link](https://x.com/Inves2grow/status/1547467053434474501)  2022-07-14T06:24Z [----] 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


"A lot to like $CNI Canadian National Railway 👀"  
[X Link](https://x.com/Inves2grow/status/1562871403007062017)  2022-08-25T18:35Z [----] followers, [--] engagements


"Forget macro forcasting for a moment $CDNS & $KLA are looking more attractive. I dollar cost into my [--] names as new cash is available but that doesn't mean I don't track pricing 👀. Broad concerns are creating opportunity in high quality semicap imo"  
[X Link](https://x.com/Inves2grow/status/1565415848147570688)  2022-09-01T19:06Z [----] followers, [--] engagements


"Two different systems worth exploring. $DHR $TMO Often bucketed together but $DHR & $TMO shareholder proposition is very different. Former is a sector-agnostic platform giving you access to a unique business system/capital allocation capability latter is a turnkey HC partner spanning across the entire biotech&pharma continuum. https://t.co/YZJEV4OlBf Often bucketed together but $DHR & $TMO shareholder proposition is very different. Former is a sector-agnostic platform giving you access to a unique business system/capital allocation capability latter is a turnkey HC partner spanning across the"  
[X Link](https://x.com/Inves2grow/status/1570446597020094466)  2022-09-15T16:17Z [----] followers, [--] engagements


"$KLAC (compensation structure) @Invesquotes $KLAC also has good characteristics. Adding a screenshot from our latest write-up on the company. https://t.co/JJ4lNrFC5F @Invesquotes $KLAC also has good characteristics. Adding a screenshot from our latest write-up on the company. https://t.co/JJ4lNrFC5F"  
[X Link](https://x.com/Inves2grow/status/1575625686991372290)  2022-09-29T23:16Z [----] followers, [--] engagements


"Part of my rents came in last night so I bought another share of $COST at the open. September 21.46B net sales up 10.1% from a year ago. "US comps ex gas/fx up 8.0% 3-year up 38.6% accelerating from 35.4% in Aug and 32.8% in July" h/t @RationalResear $COST September results: -US comps ex gas/fx up 8.0% 3-year up 38.6% accelerating from 35.4% in Aug and 32.8% in July -inflation in fresh foods lower than Aug food/sundries flat to Aug -gas prices up 21% yoy lower than 25% in Aug and 40% in July @fundstrat @CJ0pp3l $COST September results: -US comps ex gas/fx up 8.0% 3-year up 38.6% accelerating"  
[X Link](https://x.com/Inves2grow/status/1578054603819847680)  2022-10-06T16:08Z [----] followers, [--] engagements


"$BAM "Brookfield Asset Management Inc. will own a 51% interest in Westinghouse" (should close 2023) https://info.westinghousenuclear.com/news Brookfield nuclear pump piece now that Westinghouse is on the block https://t.co/NzZrijgQ1N https://info.westinghousenuclear.com/news Brookfield nuclear pump piece now that Westinghouse is on the block https://t.co/NzZrijgQ1N"  
[X Link](https://x.com/Inves2grow/status/1579998951826071552)  2022-10-12T00:54Z [----] followers, [--] engagements


"$CDNS "announced a collaboration with Samsung Foundry to certify an 8nm RFIC design reference flow to meet the growing global demand for 5G" (& w/ $GOOGL) "to accelerate system & semi design w/ certified tools included in the Cadence Cloud Passport" https://finance.yahoo.com/news/cadence-cdns-announces-collaboration-samsung-134901087.html https://finance.yahoo.com/news/cadence-cdns-announces-collaboration-samsung-134901087.html"  
[X Link](https://x.com/Inves2grow/status/1582453616774090752)  2022-10-18T19:28Z [----] followers, [--] engagements


"Paying yourself first is not a gimmick. wife's check hit: 35% off the top ✅She wanted more in our emergency fund $VMRXX ✅then she chose $VOO She's more conservative than I am & I love it"  
[X Link](https://x.com/Inves2grow/status/1587145228162433024)  2022-10-31T18:11Z [----] followers, [--] engagements


"My $CPRT doubled. $BAM is up 5% No commute today. Beat that"  
[X Link](https://x.com/Inves2grow/status/1588549674293919744)  2022-11-04T15:12Z [----] followers, [--] engagements


"Today: new cash + $FICO sale proceeds new position $MA (2%) added to $NVO added to $TXN added to $VOO in "home payoff acct""  
[X Link](https://x.com/Inves2grow/status/1591145683868094470)  2022-11-11T19:07Z [----] 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


""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


"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


"$TXN 67% direct to OEM "So probably only about 30% of our revenue actually goes through distribution." Dave Pahl Q3 call '22 Semiconductor companies often cite a lack of visibility due to a high proportion of their revenue through distributors a layer between them and OEMs. A direct relationship helps forecast better. TI deliberately moved away from distr. channels while others still depend on them. https://t.co/X5jpQSX4jk Semiconductor companies often cite a lack of visibility due to a high proportion of their revenue through distributors a layer between them and OEMs. A direct relationship"  
[X Link](https://x.com/Inves2grow/status/1608213289129095168)  2022-12-28T21:28Z [----] followers, [---] engagements


"Just a feel-good post. $CPRT 10.15% inside ownership"  
[X Link](https://x.com/Inves2grow/status/1608285507691155457)  2022-12-29T02:15Z [----] followers, [---] engagements


"The time to buy is when it's the ugliest. Who's game $AMZN $ALLY $TSM $GOOGL The best time to get involved with cyclicals is when the economy is at its weakest earnings are at their lowest and public sentiment is at its bleakest. Peter Lynch The best time to get involved with cyclicals is when the economy is at its weakest earnings are at their lowest and public sentiment is at its bleakest. Peter Lynch"  
[X Link](https://x.com/Inves2grow/status/1609992683698925569)  2023-01-02T19:19Z [----] followers, [----] engagements


"swing trade: $NKE +25% gain [---] mo. (proceeds + new cash) added to: $TXN (now 5.1%) $SPGI (now 5.5%) $BRK-B (now 6.2%) $CPRT"  
[X Link](https://x.com/Inves2grow/status/1610434166746931200)  2023-01-04T00:33Z [----] followers, [---] engagements


"All my names green.except $DHR. Interesting setup before earnings imo"  
[X Link](https://x.com/Inves2grow/status/1611438257883205633)  2023-01-06T19:03Z [----] followers, [---] engagements


"Sold rest of $FICO (+40%) Added to $BAM & $COST"  
[X Link](https://x.com/Inves2grow/status/1614006969052037121)  2023-01-13T21:10Z [----] followers, [---] engagements


"Deepmind's Sparrow $GOOGL DeepMind is considering releasing its own chatbot called Sparrow in [----] in a private beta. It would have the ability to cite sources (and presumably query Google as needed). https://t.co/rzJt4KTTtG DeepMind is considering releasing its own chatbot called Sparrow in [----] in a private beta. It would have the ability to cite sources (and presumably query Google as needed). https://t.co/rzJt4KTTtG"  
[X Link](https://x.com/Inves2grow/status/1614075527509467136)  2023-01-14T01:42Z [----] followers, [---] engagements


"🔮🦄 $ODFL & $COST will rip tough earnings from big tech fed will jab us w another .5%. (or not) at 10% cash regardless 👀"  
[X Link](https://x.com/Inves2grow/status/1620673663254290432)  2023-02-01T06:41Z [----] followers, [---] engagements


"$ODFL Divi to increase 33.3% yoy growth 19.1% rev 37% diluted EPS (2.9%) wghtd av shares outst"  
[X Link](https://x.com/Inves2grow/status/1620786783733825536)  2023-02-01T14:10Z [----] followers, [----] engagements


"This morning I exited my full $ALLY position at profit. Folded it all back into $BN $GOOGL $AAPL $MSFT $SPGI $TSCO $TXN (in order of intensity)"  
[X Link](https://x.com/Inves2grow/status/1623423682801713152)  2023-02-08T20:49Z [----] followers, [----] engagements


"What caught my attention: $CDNS Q4 [--] earnings call This business is more than just EDA software (55%). It's systems co (hyperscalers etc) business grew 27%. Total rev is up 17% yoy verification biz up 28% analog up 13% digital up 17%. 👇🏼"  
[X Link](https://x.com/Inves2grow/status/1625377061597773827)  2023-02-14T06:11Z [----] followers, [---] 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


"Do it. $COST is dead. Sell those shares"  
[X Link](https://x.com/Inves2grow/status/1631438967936806914)  2023-03-02T23:38Z [----] 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


"$TSM worse than expected utilization rate. TSMCs utilization rate in the 1st quarter will be about 70% as demand is worse than expected for 7/6nm; 5nm; mature processes media report citing equipment suppliers. Adds at end-2022 3nm mass production was not good 3nm utilization now over 50%. $TSM https://t.co/Pvk3Bj7L6R TSMCs utilization rate in the 1st quarter will be about 70% as demand is worse than expected for 7/6nm; 5nm; mature processes media report citing equipment suppliers. Adds at end-2022 3nm mass production was not good 3nm utilization now over 50%. $TSM https://t.co/Pvk3Bj7L6R"  
[X Link](https://x.com/Inves2grow/status/1634031459798482944)  2023-03-10T03:20Z [----] followers, [---] engagements


"public service announcement: $CDNS is +38.4% for the year. #semi $GOOGL +5% $NVDA +3% $AAPL-2% $MSFT -6.35% $TSLA -34%"  
[X Link](https://x.com/Inves2grow/status/1636447293040910338)  2023-03-16T19:20Z [----] followers, [---] engagements


"My intro to alt $APO Apollo Marc Rowen: "the last 8-10yrs were not normal" "the last decade mistook investing acumen for market beta" 550B assets (Athene 330B) 400B inv grade credit 75B hybrid equity 75B private equity - og biz https://spotify.link/Nbvl58muzyb https://spotify.link/Nbvl58muzyb"  
[X Link](https://x.com/Inves2grow/status/1641174554394632198)  2023-03-29T20:24Z [----] followers, [----] engagements


"I put my foot into the door. I don't know if I'm just talking myself into things or making decent decisions. Long $APO 1.5% starter"  
[X Link](https://x.com/Inves2grow/status/1641490032912666630)  2023-03-30T17:18Z [----] followers, [---] engagements


"4200000 Oregon pop. [-------] Colorado pop. [-------] Washington pop. [--------] California pop. [--------] $COST member households (123M total cardholders) [--] new stores by June. Enjoyed the pod🙏 @BarrySchwartzBW @ErnestWongBWM https://spotify.link/GKASMy3URyb https://spotify.link/GKASMy3URyb"  
[X Link](https://x.com/Inves2grow/status/1645210382112555011)  2023-04-09T23:41Z [----] followers, [----] engagements


"Sold majority of $ODFL at nice profit. Purchased healthy starter in $DG. Added shares $NVO $CDNS $COST $TSCO. Logic: trucking is cyclical & I'm seeing the signs. Dollar G. is defensive. Novo Cadence & Costco just keep executing. @FundasyInvestor My defense: selling $ODFL biggie to make room for more healthcare & consumer defensive. I'm too basic to sell calls😁 @FundasyInvestor My defense: selling $ODFL biggie to make room for more healthcare & consumer defensive. I'm too basic to sell calls😁"  
[X Link](https://x.com/Inves2grow/status/1645456451949957125)  2023-04-10T15:59Z [----] followers, [----] engagements


""It's an honor to be recognized for the 9th year in a row as one of the [---] Best Companies to Work For" $CDNS President & CEO Anirudh Devgan"  
[X Link](https://x.com/Inves2grow/status/1646315959546970114)  2023-04-13T00:54Z [----] followers, [---] engagements


"Steep increase in chip complexity (node migration 3D-IC) amplifies value in verification to minimize ramp (defect reduction process). Higher needs from systems co's hyperscalers trends in simulation (fluid dynamics bio thermal molecular) & automotive chip complexity $CDNS @Inves2grow Any more details on the long thesis on Cadence @Inves2grow Any more details on the long thesis on Cadence"  
[X Link](https://x.com/Inves2grow/status/1646924092812201985)  2023-04-14T17:11Z [----] followers, [----] engagements


"@SanjHA3 Another interesting one is Dassault Systmes SE $DASTY"  
[X Link](https://x.com/Inves2grow/status/1646926238328696832)  2023-04-14T17:19Z [----] 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


"Let's look at $DHR last spinoff Fortive $FTV in [----]. By Sept. [----] (2 yrs) it had appreciated over +73% 👀 Here's a bit of their last 10-K. I'll be on the lookout for their Form [--] for further details on their "environmental & applied solutions" spin"  
[X Link](https://x.com/Inves2grow/status/1647684921178345472)  2023-04-16T19:34Z [----] followers, [---] 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


"$CDNS Q1 '23 earnings call tomorrow (Apr. 24) .and $TXN Tuesday Apr. 25"  
[X Link](https://x.com/Inves2grow/status/1650355176455426048)  2023-04-24T04:25Z [----] followers, [---] engagements


"Buying back in to $ODFL this morning 😁 I'm not complaining. @FundasyInvestor My defense: selling $ODFL biggie to make room for more healthcare & consumer defensive. I'm too basic to sell calls😁 @FundasyInvestor My defense: selling $ODFL biggie to make room for more healthcare & consumer defensive. I'm too basic to sell calls😁"  
[X Link](https://x.com/Inves2grow/status/1651268075176742912)  2023-04-26T16:52Z [----] followers, [----] engagements


"130B cash + 165B float $BRKB Cash drag now switches to a big advantage as we sink into a possible slowdown. "it allows Berkshire to wait for the fat pitch right down the middle" - John Rotonti https://youtu.be/xoy2hHCmOhE Great convo here Check it out https://youtu.be/xoy2hHCmOhE Great convo here Check it out"  
[X Link](https://x.com/Inves2grow/status/1657461589593972736)  2023-05-13T19:03Z [----] followers, [----] engagements


"Could this be the gators in the moat for well-run operators $ODFL trucking continues to be the worst business in the US for small operators. an unreal number of bankruptcies in [----] followed by silly profits in [----] for everyone left that enticed a bunch small operators with zero experience to take out loans only to be hit by another [----] 🥶 trucking continues to be the worst business in the US for small operators. an unreal number of bankruptcies in [----] followed by silly profits in [----] for everyone left that enticed a bunch small operators with zero experience to take out loans only to be"  
[X Link](https://x.com/Inves2grow/status/1657481170526035968)  2023-05-13T20:21Z [----] followers, [----] engagements


"@long_equity To heck with that. $CDNS is a beauty. Returns match $NVDA over the last five years while sparing the investor the huge drawdowns & meme status"  
[X Link](https://x.com/Inves2grow/status/1659037617361649664)  2023-05-18T03:26Z [----] followers, [--] engagements


"My family of three spent enough at $COST this last year to earn a "Reward Certificate" in an amount larger than the cost of our Executive Membership. 99% of what we buy are groceries. A membership fee increase is coming"  
[X Link](https://x.com/Inves2grow/status/1659043291919441920)  2023-05-18T03:48Z [----] followers, [---] engagements


"@_fabknowledge_ my angle $CDNS $KLAC $SMCI"  
[X Link](https://x.com/Inves2grow/status/1659613898067312641)  2023-05-19T17:36Z [----] followers, [---] engagements


"@drowsyinvestor Budget-conscious families living [--] miles away the most affluent city dwellers & local high school kids converge to shop & dine🍕 $COST"  
[X Link](https://x.com/Inves2grow/status/1660022971401138176)  2023-05-20T20:41Z [----] followers, [--] engagements


"$AMZN price/operating cash flow Quick tidbit for fintwit: P/OCF is the metric for $AMZN Look at it historically and how consistent the market has valued the business off this metric. Don't waste time using P/E on this one. Quick tidbit for fintwit: P/OCF is the metric for $AMZN Look at it historically and how consistent the market has valued the business off this metric. Don't waste time using P/E on this one"  
[X Link](https://x.com/Inves2grow/status/1660403833963708417)  2023-05-21T21:54Z [----] followers, [----] engagements


"(shoplifting & employee theft) $COST physical design membership employee compensation & morale have to be advantages here"  
[X Link](https://x.com/Inves2grow/status/1662528237829001217)  2023-05-27T18:36Z [----] followers, [--] engagements


"@W_Scott_Griffin @StockBookworm (pick & shovel) $CDNS Trends & Needs 🌎 regionalization of semis IoT SoC chip complexity custom chips lower power demands artfi-intelli chips in cars/EVs simulation computational modeling multiphysics system analysis"  
[X Link](https://x.com/Inves2grow/status/1662559512518356992)  2023-05-27T20:40Z [----] followers, [---] engagements


".trying to wrap my head around this. What are some companies that come to mind $LRCX $LSCC $KLAC Interesting that datacenter semis which are super leveraged to this given high compute intensity are trading at their biggest discount to industrial semis in the last [--] years with more derisked estimates. Positioning in semis also at [--] yr lows per GS. https://t.co/gCbdcK1MLn Interesting that datacenter semis which are super leveraged to this given high compute intensity are trading at their biggest discount to industrial semis in the last [--] years with more derisked estimates. Positioning in semis"  
[X Link](https://x.com/Inves2grow/status/1665573030607876097)  2023-06-05T04:15Z [----] followers, [---] engagements


"Looking into $CELH. I like the $PEP distribution. Bought [--] for $6 after work. Is it me or are these not good🫤 (tried the orange) Anyone excited about their future (not just about the stock performance)"  
[X Link](https://x.com/Inves2grow/status/1666251173941366785)  2023-06-07T01:10Z [----] followers, [----] engagements


"Added to $V & $TMO this morning. It's not a bad time when headlines distract"  
[X Link](https://x.com/Inves2grow/status/1666491139783020546)  2023-06-07T17:03Z [----] followers, [---] engagements


"interesting angle for $ACN Enterprises are NOT ready for AI. Theyre doing demos but there is a lot of work to be done to roll it out. There are concerns about data privacy data lineage hallucinations & you need to be in the cloud update your core legacy infrastructure. All that work benefits $acn. Enterprises are NOT ready for AI. Theyre doing demos but there is a lot of work to be done to roll it out. There are concerns about data privacy data lineage hallucinations & you need to be in the cloud update your core legacy infrastructure. All that work benefits $acn"  
[X Link](https://x.com/Inves2grow/status/1666991881648246788)  2023-06-09T02:13Z [----] followers, [---] engagements


"@_fabknowledge_ long & deep $CDNS"  
[X Link](https://x.com/Inves2grow/status/1668453953577816064)  2023-06-13T03:03Z [----] followers, [--] engagements


"Added more $TMO at the end of the day. Up to a 5.5% position. I've been ignoring the bullish volatility. My instincts are telling me to sit tight. Very little cash as usual. It's good to see $BN edging up"  
[X Link](https://x.com/Inves2grow/status/1669161530154426368)  2023-06-15T01:54Z [----] followers, [----] engagements


"According to my source $COST is a screaming deal. On the other hand $MSFT is a zero"  
[X Link](https://x.com/Inves2grow/status/1669497782191947776)  2023-06-16T00:11Z [----] followers, [---] engagements


"@Minnvestor I like the long-term prospects of $AMT as a global player. (vs. $CCI w a domestic focus)"  
[X Link](https://x.com/Inves2grow/status/1670242679660371968)  2023-06-18T01:31Z [----] followers, [--] engagements


"San Francisco all heck is breaking loose 👀 Even if you can buy a building today at [--] cents on the dollar relative to the loan balance that doesnt mean its a home run purchase $WFC $BN $JWN $JPM $DB $BAC"  
[X Link](https://x.com/Inves2grow/status/1670255961649586181)  2023-06-18T02:23Z [----] followers, [---] engagements


"$DHR $TMO More guidance cuts in bio production / life science tools land with Sartorius $SRT.DE cutting [----] late Friday. https://t.co/ZHV1Ev7Rhb More guidance cuts in bio production / life science tools land with Sartorius $SRT.DE cutting [----] late Friday. https://t.co/ZHV1Ev7Rhb"  
[X Link](https://x.com/Inves2grow/status/1670312788470927360)  2023-06-18T06:09Z [----] followers, [---] engagements


"@Dynamicbrands @Venmo Congrats. I'll buy another share of $V in your honor😁"  
[X Link](https://x.com/Inves2grow/status/1670587247861829632)  2023-06-19T00:20Z [----] followers, [--] engagements


"$UNH just looking 👀 UnitedHealth Group -13.5% YTD (S&P +15%) +80% 5yrs ROIC 17.7% ROE 25.8% P/E [----] P/FCF [----] P/OCF [----] 🚩Current Ratio .76 risk I've read there is concern over rising (deferred) claims () (no position & not overly familiar)"  
[X Link](https://x.com/Inves2grow/status/1670683616836452352)  2023-06-19T06:43Z [----] followers, [----] engagements


"$UNH Within the last [--] months insiders purchased $1.42M shares. Contrast this w/ the selling of $172.29M shares over the same time period. This includes CEO Andrew Witty & EVP Erin McSweeney w/ combined recent ('23) sales of $4.3M in April. *cashing out on a good run"  
[X Link](https://x.com/Inves2grow/status/1670848115715493888)  2023-06-19T17:38Z [----] followers, [---] engagements


"🎧 Bernstein's 39th annual conference (June 1) $UNH. Headwinds👉🏼 rate environment pressure on benefits slower growth pent-up demand/delayed care seniors more comfortable coming in ran "below the baseline" on care for a couple of years higher outpatient behavioral care"  
[X Link](https://x.com/Inves2grow/status/1670866403669442560)  2023-06-19T18:55Z [----] followers, [---] engagements


"Some interesting comments on whether obesity will eventually be covered & high patient interest in obesity meds being cooled a bit by cost; a better price point is key. Also talk of using cards to speed access to care & flows to service providers. $NVO $V"  
[X Link](https://x.com/Inves2grow/status/1670866406328631296)  2023-06-19T18:55Z [----] followers, [---] engagements


"I think $UNH experienced a COVID-high powered by delayed costs. Based on the insider sales & the way they answered the questions regarding this delayed care.they've known"  
[X Link](https://x.com/Inves2grow/status/1670866408773943296)  2023-06-19T18:49Z [----] followers, [---] engagements


"We sell to the highest earners in the biggest stores carrying the fewest products with the highest renewal rates at the lowest prices. Our employees & customers steal the least from us because they're well paid & we check membership at the door. Any questions $COST High level comparison between BJ Costco and Sam's club $COST $WMT https://t.co/cLc78OuDC2 High level comparison between BJ Costco and Sam's club $COST $WMT https://t.co/cLc78OuDC2"  
[X Link](https://x.com/Inves2grow/status/1671024150721466369)  2023-06-20T05:16Z [----] followers, [----] engagements


"Any thoughts on Advance Auto Parts $AAP 🏁Insiders purchase $1.2M shares in June so far. EV/EBITDA [----] P/E [-----] ROIC 8.35% ROE 14.96% Divi 1.47% Payout Ratio 66.86% Today's Price: $67.97 Insider Purchases 👀 https://www.sec.gov/edgar/browse/CIK=1158449&owner=exclude https://www.sec.gov/edgar/browse/CIK=1158449&owner=exclude"  
[X Link](https://x.com/Inves2grow/status/1672000782093422592)  2023-06-22T21:57Z [----] followers, [----] engagements


"@jayvas .never easy. I worked for $MCD one winter in high school & guess who got to keep those bathrooms sparkling ✨"  
[X Link](https://x.com/Inves2grow/status/1672004178242342912)  2023-06-22T22:18Z [----] followers, [---] engagements


"2/2 .& I think we all benefit in ways that aren't fully realized. Think about how much $$ is spent to fix & fill our homes. $LOW $HD $COST $AMZN"  
[X Link](https://x.com/Inves2grow/status/1672087699745026056)  2023-06-23T03:42Z [----] followers, [---] engagements


"@Invesquotes $GRMN is an interesting company imo. It came up last night because my wife really likes her running watch. I started digging & was impressed by their depth & width of offerings. Their 10yr total return was 259% w/ little insight to what the future holds. I'll be following up"  
[X Link](https://x.com/Inves2grow/status/1672290921063530496)  2023-06-23T17:09Z [----] followers, [---] engagements


"Any reflections on client lists (long $AMZN)"  
[X Link](https://x.com/Inves2grow/status/1673400158053371904)  2023-06-26T18:49Z [----] followers, [----] engagements


"Its more effective & patients will have better glycemic control. (patients miss more treatments when using once daily) $NVO"  
[X Link](https://x.com/Inves2grow/status/1673405644777594880)  2023-06-26T18:59Z [----] followers, [---] engagements


"Will people pay You bet your fat *** they would. $NVO"  
[X Link](https://x.com/Inves2grow/status/1673425352578994176)  2023-06-26T20:17Z [----] followers, [----] engagements


"@Borlaug_ @long_equity I gather you own both .duopoly like $TMO & $DHR"  
[X Link](https://x.com/Inves2grow/status/1673813853891866625)  2023-06-27T22:01Z [----] followers, [--] engagements


"Great news for shareholders bummer to freeloaders $COST BREAKING: Costco $COST has said it is cracking down on members' families using ID cards saying that shoppers who purchase their items through the self-checkout lane will be asked to show their member ID & photo in order to confirm that they pay the annual subscription fee. BREAKING: Costco $COST has said it is cracking down on members' families using ID cards saying that shoppers who purchase their items through the self-checkout lane will be asked to show their member ID & photo in order to confirm that they pay the annual subscription"  
[X Link](https://x.com/Inves2grow/status/1673831890674151424)  2023-06-27T23:13Z [----] followers, [---] engagements


"@SureThingCap Hopefully more embarrassing for the people who consistently try & get stuff without paying for it😁 Theres a contingent of society who make it their goal to score free sh*t. Pay up people you cheapskates Netflix & Adobe brought down the hammer now its $COST turn💪🏼"  
[X Link](https://x.com/Inves2grow/status/1673841315958882304)  2023-06-27T23:50Z [----] followers, [--] engagements


"$VRSK Shareholder friendliness for Business and Information Services sector $MSCI $SPGI $TRI $TRU $VRSK $IT $EFX $DNB $CLVT $FDS https://t.co/CIBP4bxRa1 Shareholder friendliness for Business and Information Services sector $MSCI $SPGI $TRI $TRU $VRSK $IT $EFX $DNB $CLVT $FDS https://t.co/CIBP4bxRa1"  
[X Link](https://x.com/Inves2grow/status/1674115408004268032)  2023-06-28T17:59Z [----] followers, [---] engagements


"I continue to believe the best investments are made when its just plain ugly (& everyone would rather fantasize about AI) $VNO"  
[X Link](https://x.com/Inves2grow/status/1674142453795016704)  2023-06-28T19:47Z [----] followers, [----] engagements


"@LibertyRPF Excellent Just started running (again) myself. Dropped my 17mi a week habit over COVID (cant explain). Im 30lbs heavierbut it feels great. Ill be rewarding myself w a Garmin this weekFitbit long dead. Goal is 15mi [---] pushups weekly"  
[X Link](https://x.com/Inves2grow/status/1674148649822199808)  2023-06-28T20:11Z [----] followers, [---] engagements


"My kid just showed me what Notability can do (my first iPad or i-anything for that matter). Im going to absolutely dissect & digest my Giverny Annual Letters 2001-2021"  
[X Link](https://x.com/Inves2grow/status/1674233411492540417)  2023-06-29T01:48Z [----] followers, [----] engagements


"Hadi Partovi director of $AXON has been busy 👀"  
[X Link](https://x.com/Inves2grow/status/1674551358484279296)  2023-06-29T22:52Z [----] followers, [---] engagements


"I just added all Berkshires letters (1977 to 2022) to a folder in Notability for offline reading 🎁 👇🏼FYI Buffets site"  
[X Link](https://x.com/Inves2grow/status/1674591856292925440)  2023-06-30T01:33Z [----] followers, [--] 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


"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


"China will tighten the market until our partners step up. $WOLF $NXPI $ASML $MU $TSM https://t.co/uNWqZMz1Pf https://t.co/uNWqZMz1Pf"  
[X Link](https://x.com/Inves2grow/status/1676064319094796289)  2023-07-04T03:04Z [----] followers, [---] engagements


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


"A little patience could yield opportunity $TXN"  
[X Link](https://x.com/Inves2grow/status/1677177939035836419)  2023-07-07T04:49Z [----] followers, [----] engagements


"Are high gross margins a moat"  
[X Link](https://x.com/Inves2grow/status/1678885099075698689)  2023-07-12T07:26Z [----] followers, 12K engagements


"@Giuliano_Mana @TrentBlair19 Errors of omission are the big ones. Dont let being too tight on price be the cause. Rarely does anything good come from selling shares of a high quality company"  
[X Link](https://x.com/Inves2grow/status/1679275834425896960)  2023-07-12T23:47Z [----] followers, [---] engagements


"Interesting perspective from [----]. $DG Continued incompetence (no position) Heres another article"  
[X Link](https://x.com/Inves2grow/status/1679594060804390912)  2023-07-21T00:05Z [----] followers, [----] engagements


"#EDA $CDNS 7/10/23 Now with companies like Google Meta and Alibaba theyre buying the whole enchilada In the past EDA and IP typically dipped ahead of the market slowdown and recovered faster than the market. That didnt happen this time. https://semiengineering.com/eda-ip-fundamentals-shift-as-market-soars/ https://semiengineering.com/eda-ip-fundamentals-shift-as-market-soars/"  
[X Link](https://x.com/Inves2grow/status/1679743669346377728)  2023-07-14T06:44Z [----] followers, [----] engagements


"@FullySynergized Looks like its catching a bid Ari. Any compelling reason I see Access Industries owns the majority of $WMG"  
[X Link](https://x.com/Inves2grow/status/1680042422636797952)  2023-07-15T02:31Z [----] followers, [----] engagements


"@A_P_Capital digging in to $VFC"  
[X Link](https://x.com/Inves2grow/status/1680335788012376064)  2023-07-15T21:57Z [----] followers, [--] engagements


"@orrdavid @stoked_on_waves $VFC Their brands are great. Vans is iconic. Just so much competition in clothing & recreation/sport brands. One bright spot for the company is their incoming CEO. He turned around Logitech. He becomes CEO July [--] (tomorrow)"  
[X Link](https://x.com/Inves2grow/status/1680831398209523712)  2023-07-17T06:46Z [----] followers, [--] engagements


"@bizalmanac Whats the attraction to $WRB (unfamiliar; just glanced at it)"  
[X Link](https://x.com/Inves2grow/status/1681130766657519618)  2023-07-18T02:36Z [----] followers, [---] engagements


"@Dynamicbrands Yes just looking at $AMT today (again)"  
[X Link](https://x.com/Inves2grow/status/1687169162312060928)  2023-08-03T18:30Z [----] followers, [--] engagements


"Less well-known is the relentless pressure to improve financial returns and qualify executives for stock awards that four former employees told Forbes has led managers to boost revenue with aggressive accounting maneuvers that could amount to fraud. $TDG I think what's tough for shareholders going forward as scrutiny increases besides wiping away tears with all the dollars is that ppl in charge of an entity with strong max extraction ethos don't exactly soften suddenly when it comes to OPMI https://t.co/UbtGOIgBdm I think what's tough for shareholders going forward as scrutiny increases"  
[X Link](https://x.com/Inves2grow/status/1691258092732985344)  2023-08-15T01:18Z [----] followers, [---] engagements


"@carlquintanilla @Reuters Majority of commenters here not realizing its organized crime. The variable thats changed over time is the ease of resale of stolen merch. The other piece not mentioned is the majority of shrink happens internally. $COST has it figured out"  
[X Link](https://x.com/Inves2grow/status/1691889124750311489)  2023-08-16T19:06Z [----] followers, [---] engagements


"@MarketPalmer_ To have it both ways I set up a mortgage payoff acct where I buy index & fixed income yielding more than the APR on my mortgage. When the balances matchno more debt"  
[X Link](https://x.com/Inves2grow/status/1692681381095362855)  2023-08-18T23:34Z [----] 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


"@livermore185 No opinion. Found it interesting especially since I like & follow $TDG"  
[X Link](https://x.com/Inves2grow/status/1693377820289032390)  2023-08-20T21:41Z [----] followers, [--] engagements


"I started my new job this last week. I stood in the sun on Friday surveying the shiny machines in the parking lot as I unlocked my ten year old Civic. Apparently I'm unsuccessful"  
[X Link](https://x.com/Inves2grow/status/1695523557059784729)  2023-08-26T19:48Z [----] followers, [---] engagements


"@sidecarcap @TrentBlair19 When I realized emotions sentiment & short-term thinking play an outsized role in the market"  
[X Link](https://x.com/Inves2grow/status/1700588998207676564)  2023-09-09T19:16Z [----] followers, [---] engagements


"@RTelford_invest No previous wealth in either line that I know of. I feel weve been ferociously rubbing two sticks together for years & are just starting to see a curl of smoke. You see money everywhere but whats less known is it takes intelligence to keep it"  
[X Link](https://x.com/Inves2grow/status/1703113710120939557)  2023-09-16T18:28Z [----] followers, [--] engagements


"Underrated. Its all about how many dollars youre able to engage relative to your expenses. No matter how lame it feels go to war on your budget then invest every last penny"  
[X Link](https://x.com/Inves2grow/status/1703122726377152724)  2023-09-16T19:04Z [----] followers, [--] engagements


"Personal challenge & invite. Downloaded "Just [--] Weeks". [---] pushups is the goal. Started moments ago. I'm 5' 10" 180lbs & can do [--] max. I'm soft & middle aged ;) Dads unite💪🏼 Will update weekly. #start"  
[X Link](https://x.com/Inves2grow/status/1703139257181958338)  2023-09-16T20:10Z [----] followers, [--] engagements


"Day 2✔ It's having me complete [--] sets of pushups w a minute countdown rest in between each. The number in each set varied adding up to [--]. The last set was the largest at "17+" so I added three more. Next update in a week"  
[X Link](https://x.com/Inves2grow/status/1703466706684023240)  2023-09-17T17:51Z [----] followers, [---] engagements


""We still view ourselves as a growth company. We see exciting opportunities." Craig Jelinek CEO Unique items available in $COST stores around the world👇🏼"  
[X Link](https://x.com/Inves2grow/status/1703516886863069662)  2023-09-17T21:10Z [----] followers, [----] engagements


"Tough weekend. We dropped our kid off at her college. We helped her unpack & set up her space. She has [--] roommates in a tight dorm room. It just felt wrong driving away leaving her there. It'll all be okay but my wife & I are definitely the loss today"  
[X Link](https://x.com/Inves2grow/status/1706008815039377505)  2023-09-24T18:12Z [----] followers, [----] engagements


"I stopped & talked with a $WMT Walmart security employee after jokingly pretending to steal a banana & cheese. We talked about theft. He mentioned they're looking closely at the $COST model. 🧐"  
[X Link](https://x.com/Inves2grow/status/1707538630749884842)  2023-09-28T23:31Z [----] followers, [--] engagements


"@stonkmetal (my guess) $DHR will see a benefit from the spin over the medium term (2yrs). $VLTO will be endure some forced selling & could become well-priced enough for a shorter term trade. 👀"  
[X Link](https://x.com/anyuser/status/1708183507267453137)  2023-09-30T18:14Z [--] followers, [---] engagements


"Our methods but dont judge - cook scratch 95% - small vehicles: [----] [----] - zero subscriptions (just $COST) - mort. only debt (own rental) - [----] sq ft house 65% equity 15yr 3.5% mort. Investing is a three part equation w/ varying degrees of control. Work your angle"  
[X Link](https://x.com/Inves2grow/status/1708196615591461135)  2023-09-30T19:06Z [----] followers, [--] engagements


"Just hit up $COST for groceries & a winter coat $320. I also scheduled an eye appointment for glasses (first ever) & they're a month out. It was absolutely packed. We'll soon have a new & larger $COST w/ gas ⛽ 🚀"  
[X Link](https://x.com/Inves2grow/status/1708269782926279060)  2023-09-30T23:57Z [----] followers, [---] engagements


"Graham was a quant. He saw the prediction of a company's performance based on qualitative factors as foolish. Did Buffett take a more blended approach"  
[X Link](https://x.com/Inves2grow/status/1708648221730598939)  2023-10-02T01:00Z [----] followers, [----] engagements


"@taobanker It takes discipline up to the point where routine takes over. Feel free to IM me & share your daily activity. I'm working to improve as well"  
[X Link](https://x.com/Inves2grow/status/1709745380110524620)  2023-10-05T01:40Z [----] followers, [---] engagements


"Rent check arrived: $VOO $VNQ $BLV $VMRXX Cash spins from a pain-in-the-as* illiquid concentrated asset into a hand-off diversified basket. A no-brainer imo"  
[X Link](https://x.com/Inves2grow/status/1710328142760722767)  2023-10-06T16:16Z [----] followers, [---] engagements


"What are you buying"  
[X Link](https://x.com/Inves2grow/status/1710526786088665594)  2023-10-07T05:25Z [----] followers, [---] engagements


""He that resteth upon gains certain shall hardly grow great riches & he that puts all upon adventures doth oftentimes break & come to poverty: it is good therefore to guard adventures with certainties that may uphold losses." Sir Francis Bacon diversification wisdom via 1600s"  
[X Link](https://x.com/Inves2grow/status/1710794463713616072)  2023-10-07T23:09Z [----] followers, [---] engagements


"Costco is an absolutely fabulous organization. We should have owned a lot of $COST over the years. (said Buffett over [--] years ago) 4768% later his assessment is still spot on. Holding greatness is even more important than buying at the perfect price"  
[X Link](https://x.com/Inves2grow/status/1711147746923860250)  2023-10-08T22:33Z [----] followers, [---] engagements


"The best time to buy stocks in recent years has been when interest rates were sky high & it looked like a very safe thing to do to put your money into treasury bills. 👇🏼"  
[X Link](https://x.com/Inves2grow/status/1711159390987006330)  2023-10-08T23:19Z [----] followers, [---] engagements


"2/2 as attractive as that appeared it was exactly the wrong thing to be doing. It was better to be buying equities at that time because as interest rates changed their values changed much more. Buffett [----] about 1980s rates higher then but interesting reminder"  
[X Link](https://x.com/Inves2grow/status/1711159393050665029)  2023-10-08T23:19Z [----] followers, [---] engagements


"@taobanker Imo nothing wrong with paying attention & following your instincts. I'm watching what's happening & building way more cash than usual (new money) buying 10yr+ bonds (first bonds ever) & REIT ETFs. Is this correct Don't know.but it widens my stance"  
[X Link](https://x.com/Inves2grow/status/1711576528696607145)  2023-10-10T02:56Z [----] followers, [---] engagements


"Adults spent an average of $320 a year playing the lottery $53000000000 gambling in casinos & mobile apps & 48% have $0 in the stock market. I've never purchased a lotto ticket or spent a dime in a casino yet I invest half my income monthly. What planet am I from 👽"  
[X Link](https://x.com/Inves2grow/status/1711936644075675898)  2023-10-11T02:47Z [----] followers, [---] engagements


"I'm very seriously considering easing into $DG $AMT $BTI as LT bets. The avoidance for many will stem from fear of crappy ST results. I'm okay with it. What won't change in the next [--] years What's grabbing your attention"  
[X Link](https://x.com/Inves2grow/status/1712507524132602318)  2023-10-12T16:36Z [----] followers, [----] engagements


"This is the kind thing that has the capacity to drive you nuts. $DG +9.5% I'm very seriously considering easing into $DG $AMT $BTI as LT bets. The avoidance for many will stem from fear of crappy ST results. I'm okay with it. What won't change in the next [--] years What's grabbing your attention I'm very seriously considering easing into $DG $AMT $BTI as LT bets. The avoidance for many will stem from fear of crappy ST results. I'm okay with it. What won't change in the next [--] years What's grabbing your attention"  
[X Link](https://x.com/Inves2grow/status/1712896336532852828)  2023-10-13T18:21Z [----] followers, [----] engagements


"$BLV long-term bond fund ETF is below [----] lows & yeilds 4.45% Is anyone buying"  
[X Link](https://x.com/Inves2grow/status/1715120659024801804)  2023-10-19T21:40Z [----] followers, [---] engagements


".waiting for the English version $ASML 👀"  
[X Link](https://x.com/Inves2grow/status/1716498352316252461)  2023-10-23T16:54Z [----] followers, [----] engagements


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


"@tk_financial They're both worthy but rather different business models. $DHR $TMO"  
[X Link](https://x.com/Inves2grow/status/1716951520485519674)  2023-10-24T22:55Z [----] followers, [---] engagements


"Started a position in $AMT"  
[X Link](https://x.com/Inves2grow/status/1717226317975113962)  2023-10-25T17:07Z [----] followers, [---] engagements


"How much risk do you believe $DG is carrying Part of me feels they'll pull through this ugly phase & the other doesn't want to go near it (debt). Is this what a good deal looks like .will circumstances get worse Coho Partners June [--] '23"  
[X Link](https://x.com/Inves2grow/status/1717291059070587171)  2023-10-25T21:24Z [----] followers, [----] engagements


"$ASML - Follow @marchijinkNRC the author to track the eventual arrival of his book in English"  
[X Link](https://x.com/Inves2grow/status/1717526609127997627)  2023-10-26T13:00Z [----] followers, [---] engagements


"$AMT pops 6.5% on beat"  
[X Link](https://x.com/Inves2grow/status/1717548029102993764)  2023-10-26T14:25Z [----] followers, [---] engagements


"Purchased shares of $ULTA"  
[X Link](https://x.com/Inves2grow/status/1717586060291764327)  2023-10-26T16:56Z [----] followers, [---] 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


"Researching 🎧 & learning as I prepare to stay warm ❄🔥 Thought Given the combination of AI (coding assist self-driving search) ad spend cloud & gaming.I think it's foolish to attempt to pick a winner. $AMZN $GOOGL $META $MSFT"  
[X Link](https://x.com/Inves2grow/status/1718384414571544605)  2023-10-28T21:49Z [----] followers, [---] engagements


"Today's winter project: ❄ DIY lifetime-quality crawlspace access insulator. $8 $HD foam + alum. tape I already had. - cut foam 2pcs (3" thick) - shape fit with grinder foil side exposed on both sides - glue w silicone -tape edges attach pull-tab"  
[X Link](https://x.com/Inves2grow/status/1718751869911380239)  2023-10-29T22:09Z [----] 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


"$DG I tried to simplify the question for myself. Will the business survive Is the upside attractive enough I'm done reading & thinking. The network of stores & their proximity to people w few options is noteworthy. Mgnmt is motivated. I started buying last week & added this AM"  
[X Link](https://x.com/Inves2grow/status/1719033664468881683)  2023-10-30T16:48Z [----] followers, [----] engagements


"@MosesKim23 An argument for real estate. A rental w generous cash flow does act as a hedge against inflation. The rent goes up.sometimes at a faster rate. When you hold LT any price pressure on value is irrelevant. I never consider a primary an investment. We all need a place to live"  
[X Link](https://x.com/Inves2grow/status/1719422601209217138)  2023-10-31T18:34Z [----] followers, [--] engagements


"$CROX $GOOGL $V & $PEP are now part of the lineup. $AMZN $DHR $CP $BRK.B $AMT $TXN $ULTA $DG $SENEA in my sites: $ASML"  
[X Link](https://x.com/Inves2grow/status/1719748833444503760)  2023-11-01T16:10Z [----] followers, [----] engagements


"Added significantly to my position this A.M. $CROX"  
[X Link](https://x.com/Inves2grow/status/1720100533363728843)  2023-11-02T15:28Z [----] followers, [---] engagements


"@BradoCapital $FICO at [---] after a 30+% pop. Dumb"  
[X Link](https://x.com/Inves2grow/status/1720249588286964035)  2023-11-03T01:20Z [----] followers, [---] engagements


"My personal goal is to reduce turnover. To apply pressure on myself I'll report out any sales. Feel free to poke holes in my reasoning. Side note: I added to $DG $SENEA & $V today. Happy Friday🍺 Low turnover is an edge that few demonstrate. Low turnover is an edge that few demonstrate"  
[X Link](https://x.com/Inves2grow/status/1720589562702168444)  2023-11-03T23:51Z [----] followers, [----] engagements


"@FiveGuysChase @RahulSetty_ Informally interviewed a [--] yr old about their HDs. Said her friends love them & it was news to her that $CROX owned them. Success on two independent fronts although highly anecdotal"  
[X Link](https://x.com/Inves2grow/status/1721010081553379555)  2023-11-05T03:42Z [----] followers, [---] engagements


"added to $AMZN $TXN $CROX this A.M"  
[X Link](https://x.com/Inves2grow/status/1721586498846462004)  2023-11-06T17:53Z [----] followers, [----] engagements


"@FinSkirt My thesis is simple; buy when it becomes reasonable. $TXN (analog) is somewhat shielded from the full wrath of the semi cycle due to its perennial use in a wide array of products shelf life insight/control over inventory & less intense capex. It has a great future LT (imo)"  
[X Link](https://x.com/Inves2grow/status/1721611063291158697)  2023-11-06T19:30Z [----] followers, [---] engagements


"Utilization is a headwind in lean times (when expanding capacity) but flips & becomes a tailwind when demand picks up again. Fixed costs work the same way with a tremendous effect on operating leverage on the other side. $TXN"  
[X Link](https://x.com/Inves2grow/status/1721677821276500476)  2023-11-06T23:55Z [----] followers, [---] engagements


"@W_Scott_Griffn $CDNS (semi design software & hardware systems design) $CP (rail) $CPRT (salvage)"  
[X Link](https://x.com/Inves2grow/status/1722063571344048603)  2023-11-08T01:28Z [----] followers, [--] engagements


"On my mind read a little about $CRL interested in $AXON (irritated by pop) need to look deeper into $DOOO $EXPEL $ENPH other ideas thoughts"  
[X Link](https://x.com/Inves2grow/status/1722417035660161467)  2023-11-09T00:53Z [----] 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


"@01Core_Ben Any indv #semis you like"  
[X Link](https://x.com/Inves2grow/status/1724511352541372440)  2023-11-14T19:35Z [----] followers, [--] engagements


"$DG [--] mo. +13% $CROX [--] mo. +8.5% $ULTA [--] mo. +9.3% today"  
[X Link](https://x.com/Inves2grow/status/1724829135619666202)  2023-11-15T16:38Z [----] followers, [----] engagements


"New indv stock portfolio [--] days old.haven't screwed it up *yet. Not a painful beginning. +7.4% $AMZN $AMT $BRKB $CP $TXN $CROX $DG $DHR $GOOGL $PEP $V $ULTA $SENEA"  
[X Link](https://x.com/Inves2grow/status/1724838445280113080)  2023-11-15T17:15Z [----] followers, [----] engagements


"@alluvialcapital To crowd out the garbage the wise must stay Dave. Block & mute w no mercy. Curate"  
[X Link](https://x.com/Inves2grow/status/1726040501839864245)  2023-11-19T00:51Z [----] followers, [---] engagements


"$AMAT Potential huge penalties & threatens request to CHIPS act funding"  
[X Link](https://x.com/Inves2grow/status/1726489969446027421)  2023-11-20T06:37Z [----] followers, [---] engagements


"$CROX quietly up 22% over the last [--] days. (long) Voss Capital👇🏼"  
[X Link](https://x.com/Inves2grow/status/1726675815226831066)  2023-11-20T18:56Z [----] followers, [----] engagements


"In our opinion the massive over-diversification that is commonplace in the industry has more to do with marketing making the clients feel comfortable and the smoothing of results than it does with investment excellence. Sleep"  
[X Link](https://x.com/anyuser/status/1726782760822689849)  2023-11-21T02:01Z [--] followers, [----] engagements


"@TCII_Blog $COST drives me nuts"  
[X Link](https://x.com/Inves2grow/status/1726831199157657964)  2023-11-21T05:13Z [----] followers, [---] engagements


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


"@Biohazard3737 $F Electric muscle cars/trucks will be a hard sell. Big combustion engines are part of the gun-loving flag waving culture where they chip their diesels w glee unfortunately. Choosing the right model to electrify & targeting a receptive customer all have to sync"  
[X Link](https://x.com/Inves2grow/status/1727497968310505659)  2023-11-23T01:23Z [----] followers, [---] engagements


"Ive been reading & thinking about #semis (again). What are your top [--] to [--] ideas going forward"  
[X Link](https://x.com/Inves2grow/status/1728215088082112898)  2023-11-25T00:52Z [----] followers, [----] engagements


"@happyhr10 I agree w you on $SMCI. $TSM $MU are interesting. High-bandwidth memory demand ( $NVDA $AMD) could be a driver for micron. Continued complexity & performance demand makes Taiwan semi a solid bet"  
[X Link](https://x.com/Inves2grow/status/1728227273093054843)  2023-11-25T01:41Z [----] followers, [---] engagements


"@PensValue 💯% $KLAC is my fav out of the three (AMAT LRCX)"  
[X Link](https://x.com/Inves2grow/status/1728228202743816575)  2023-11-25T01:44Z [----] followers, [---] engagements


"@DurableCreators Hands down $CDNS is my fav #semi cobut the valuation is maddening. Part of me feels it will continue to bulldoze through its high price. Something like 85% of their rev is reoccurring. Its a beautiful biz. (5yr +535%)"  
[X Link](https://x.com/Inves2grow/status/1728236484329910390)  2023-11-25T02:17Z [----] followers, [---] engagements


"@ContrarianCurse Curious about your tactical/longterm overlap w TSM. Whats the tactical angle (general AI complexity 3n tailwind + easing aggressive lang)"  
[X Link](https://x.com/Inves2grow/status/1728263132953600062)  2023-11-25T04:03Z [----] followers, [---] engagements


"@when_to_fold_em @happyhr10 tell me more"  
[X Link](https://x.com/Inves2grow/status/1728306036388589835)  2023-11-25T06:54Z [----] followers, [--] engagements


"@peter_mantas Thank you Peter. Curious about competition $ENTG. Any good reading out there on this co. throw it my way"  
[X Link](https://x.com/Inves2grow/status/1728484068638306701)  2023-11-25T18:41Z [----] followers, [---] engagements


"@peter_mantas perfect"  
[X Link](https://x.com/Inves2grow/status/1728509512901083270)  2023-11-25T20:22Z [----] followers, [---] engagements


"19 docs on Valuation Subjects: valuation ROIC growth DCF handicapping errors in DCFs ROICcost of cap Authors: Mauboussin Bear Sterns Credit Suisse UBS Epoch Goldman S. Gannon Hayden Cap Boston Consulting"  
[X Link](https://x.com/Inves2grow/status/1728622139576922154)  2023-11-26T03:50Z [----] followers, [----] engagements


"Mauboussin [----] duration & value $MSFT $KO"  
[X Link](https://x.com/Inves2grow/status/1728963288611074172)  2023-11-27T02:25Z [----] followers, [---] engagements


"sales: $SENEA $PEP I have other ideas that are more compelling. added to: $CP $ULTA $CROX $GOOGL"  
[X Link](https://x.com/Inves2grow/status/1729192528073900299)  2023-11-27T17:36Z [----] followers, [----] engagements


"@microcapmindset Out of the big players $AMZN & $GOOGL. $DHR $ULTA $CROX $DG $AMT are already working & have much more to give. Decent value for the level of quality - $V $CP $TXN. This latest portfolio is relatively new. - You"  
[X Link](https://x.com/Inves2grow/status/1729388597282034019)  2023-11-28T06:35Z [----] followers, [---] engagements


"Lil FYI. If you choose to shop at $COST lets say over $WMT. You are now blackmailing Walmart. Yes& they may become emotionally elevated & angry telling you to go f*k yourself. Really. Is that clear"  
[X Link](https://x.com/Inves2grow/status/1730045613784564156)  2023-11-30T02:06Z [----] followers, [---] engagements


"$ULTA almost +12% over the last month +11% after hours Ulta Beauty CEO: "The third quarter represented another strong performance by the Ulta Beauty team as sales gross profit and diluted EPS all exceeded our internal expectations. Our traffic trends remained healthy." $ULTA: +9.4% AH https://t.co/io5Odapv6B Ulta Beauty CEO: "The third quarter represented another strong performance by the Ulta Beauty team as sales gross profit and diluted EPS all exceeded our internal expectations. Our traffic trends remained healthy." $ULTA: +9.4% AH https://t.co/io5Odapv6B"  
[X Link](https://x.com/Inves2grow/status/1730355110025597308)  2023-11-30T22:36Z [----] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing