# ![@Invesquotes Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1332345222534225921.png) @Invesquotes Leandro

Leandro posts on X about $stvn, in the, ai, $ntdoy the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1332345222534225921/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1332345222534225921/c:line/m:interactions.svg)

- [--] Week [-------] +32%
- [--] Month [-------] +108%
- [--] Months [---------] +39%
- [--] Year [---------] -15%

### Mentions: [--] [#](/creator/twitter::1332345222534225921/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1332345222534225921/c:line/m:posts_active.svg)

- [--] Week [--] -8.30%
- [--] Month [---] +20%
- [--] Months [---] +15%
- [--] Year [---] +5.20%

### Followers: [------] [#](/creator/twitter::1332345222534225921/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1332345222534225921/c:line/m:followers.svg)

- [--] Week [------] +0.08%
- [--] Month [------] +0.72%
- [--] Months [------] +6.30%
- [--] Year [------] +15%

### CreatorRank: [-------] [#](/creator/twitter::1332345222534225921/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1332345222534225921/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  49% [finance](/list/finance)  21% [technology brands](/list/technology-brands)  16% [gaming](/list/gaming)  7% [luxury brands](/list/luxury-brands)  #3052 [cryptocurrencies](/list/cryptocurrencies)  4% [fashion brands](/list/fashion-brands)  #2329 [currencies](/list/currencies)  2% [financial services](/list/financial-services)  1% [automotive brands](/list/automotive-brands)  1%

**Social topic influence**
[$stvn](/topic/$stvn) #5, [in the](/topic/in-the) 8%, [ai](/topic/ai) 8%, [$ntdoy](/topic/$ntdoy) #4, [$wst](/topic/$wst) #3, [nintendo](/topic/nintendo) #3973, [$7974t](/topic/$7974t) #3588, [$medp](/topic/$medp) #3, [$rms](/topic/$rms) 6%, [$adbe](/topic/$adbe) 5%

**Top accounts mentioned or mentioned by**
[@noahpetey](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@zissoucapital](/creator/undefined) [@bizalmanac](/creator/undefined) [@brianferoldi](/creator/undefined) [@pythiar](/creator/undefined) [@mvcinvesting](/creator/undefined) [@compoundpapi](/creator/undefined) [@qualityinvest5](/creator/undefined) [@returnoncap](/creator/undefined) [@sempiternoinv](/creator/undefined) [@corleonecapital](/creator/undefined) [@inpractise](/creator/undefined) [@luisvsanchez777](/creator/undefined) [@ernestwongbwm](/creator/undefined) [@quartrapp](/creator/undefined) [@daveyjuice](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@hkuppy](/creator/undefined) [@renesellmann](/creator/undefined)

**Top assets mentioned**
[Stevanato Group S.p.A. (STVN)](/topic/$stvn) [West Pharmaceutical Services Inc. (WST)](/topic/$wst) [Medpace Holdings, Inc. Common Stock (MEDP)](/topic/$medp) [Adobe, Inc. (ADBE)](/topic/$adbe) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Five Below, Inc. (FIVE)](/topic/$five) [KEYS (KEYS)](/topic/$keys) [Copart, Inc. (CPRT)](/topic/$cprt) [Diageo plc (DEO)](/topic/$deo) [Danaher Corporation (DHR)](/topic/$dhr) [Deere & Company (DE)](/topic/$de) [Texas Instruments (TXN)](/topic/$txn) [Semrush Holdings, Inc. (SEMR)](/topic/$semr) [ResMed Inc. (RMD)](/topic/$rmd) [Aaon Inc (AAON)](/topic/$aaon) [Icon Plc (ICLR)](/topic/$iclr) [Zoetis Inc (ZTS)](/topic/$zts) [Intuit Inc. (INTU)](/topic/$intu) [4 (FOUR)](/topic/$four) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Iqvia Holdings Inc (IQV)](/topic/$iqv) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Omada Health, Inc (OMDA)](/topic/$omda) [S&P Global Inc (SPGI)](/topic/$spgi) [Msci Inc (MSCI)](/topic/$msci) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Stryker Corporation (SYK)](/topic/$syk) [Xylem Inc (XYL)](/topic/$xyl) [Generac Holdings Inc. (GNRC)](/topic/$gnrc) [A O Smith Corp (AOS)](/topic/$aos) [Novo-Nordisk (NVO)](/topic/$nvo) [Eli Lilly and Company (LLY)](/topic/$lly) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Microsoft Corp. (MSFT)](/topic/$msft) [Apple, Inc. (AAPL)](/topic/$aapl) [Metadium (META)](/topic/$meta)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Only an outsider can start an earnings call like this after growing revenue 32% YoY significantly beating estimates and growing net new awards 39% YoY Report coming out today or tomorrow $MEDP"  
[X Link](https://x.com/Invesquotes/status/2021627158679212344)  2026-02-11T16:47Z 55K followers, [----] engagements


"Oh boy wait until The Information finds out that Stevanato's Fisher plant is at negative GMs. $STVN"  
[X Link](https://x.com/Invesquotes/status/1975617157393453482)  2025-10-07T17:40Z 55K followers, [----] engagements


"Stevanato $STVN enjoying $WST results"  
[X Link](https://x.com/Invesquotes/status/1981418908226863585)  2025-10-23T17:54Z 55K followers, [----] engagements


"Crazy price action in fill & finish $STVN $WST"  
[X Link](https://x.com/Invesquotes/status/1984011945910136991)  2025-10-30T21:38Z 55K followers, [----] engagements


"@PythiaR I wish my $STVN position would know this"  
[X Link](https://x.com/Invesquotes/status/1989023653187502453)  2025-11-13T17:32Z 55K followers, [---] engagements


"With the acquisition of $SEMR I think it has become quite obvious that a lot of people don't even know what $ADBE does"  
[X Link](https://x.com/Invesquotes/status/1991509148765417830)  2025-11-20T14:09Z 55K followers, 15.5K engagements


"Decent returns for Resmed $RMD over the last 10Y Lots of tailwinds in the past (market growth CPAP being the only available option Philips recall.) which might turn to headwinds in the future (+ some new ones) Pretty well run company either way"  
[X Link](https://x.com/Invesquotes/status/1991622370029891913)  2025-11-20T21:39Z 55K followers, [----] engagements


"Just published the NOTW#69 I discuss. ☑ The market's this week ☑ What I think about the AI trade and what sector might be set to outperform ☑ Adobe's $ADBE acquisition of Semrush $SEMR In the usual place"  
[X Link](https://x.com/Invesquotes/status/1992209431199969466)  2025-11-22T12:31Z 55K followers, [----] engagements


"I finally tagged the entire website so that everything is easily discoverable. I've written about a few companies over time. Aaon $AAON Adobe $ADBE Amazon $AMZN ASML $ASML Atlas Copco $ATCO.B Copart $CPRT Constellation Software $CSU Deere $DE Diageo $DEO Danaher $DHR Five Below $FIVE Shift4 $FOUR FRP Holdings $FRPH Intuit $INTU Judges Scientific $JDG.L Keysight $KEYS Medpace $MEDP Nintendo $NTDOY Hermes $RMS Stevanato $STVN Trupanion $TRUP Zoetis $ZTS Texas Instruments $TXN Writing about a new one today https://twitter.com/i/web/status/1996227515111690651"  
[X Link](https://x.com/Invesquotes/status/1996227515111690651)  2025-12-03T14:38Z 55K followers, 11.8K engagements


"Just published an article on Resmed $RMD Great company not afraid to disrupt itself great growth and returns and a virtual monopoly granted by the FDA It ain't so rosy as it looks though Find it in the usual place"  
[X Link](https://x.com/Invesquotes/status/1996270295364342066)  2025-12-03T17:28Z 55K followers, [----] engagements


"This week I shared the following with subs regarding the recent FDA news that sent CRO stocks "crashing" down One thing became clear to me from reading comments on this website: most people rush to conclusions based on headlines $MEDP $DHR $TMO $IQV $ICLR https://twitter.com/i/web/status/1998044772280283364 https://twitter.com/i/web/status/1998044772280283364"  
[X Link](https://x.com/Invesquotes/status/1998044772280283364)  2025-12-08T14:59Z 55K followers, [----] engagements


"In my annual recap I shared the following podium of errors. The mistakes of [----] were basically the same as those of [----] (albeit one for different reasons) compounded by the fact that the April tariff tantrum provided great opportunities in all three $TSMC $IBKR and $FIVE This shows a pretty important lesson: it's never said and done in investing it's a continuous game (and one that's continuously humbling) https://twitter.com/i/web/status/2010707482893500821 https://twitter.com/i/web/status/2010707482893500821"  
[X Link](https://x.com/Invesquotes/status/2010707482893500821)  2026-01-12T13:36Z 55K followers, [----] engagements


"Just published $TXN Q4 earnings digest Atypical recovery for TI but data center is becoming a more relevant part of the story (management is rightly so taking advantage of the current narrative) 🔗 in bio"  
[X Link](https://x.com/Invesquotes/status/2016504207218536798)  2026-01-28T13:30Z 55K followers, [----] engagements


"Just published $DHR earnings update (free to read) Link in bio"  
[X Link](https://x.com/Invesquotes/status/2016870168450785352)  2026-01-29T13:44Z 55K followers, [----] engagements


"Are we going to talk about this First open market purchases by insiders in the history of the company and they are up 76% in [--] months 👑 $ASML"  
[X Link](https://x.com/Invesquotes/status/2016887719549448302)  2026-01-29T14:54Z 55K followers, 23.4K engagements


"If software management teams have conviction on the durability of their cash flows we should see a lot of buyback announcements during earnings season. We'll see"  
[X Link](https://x.com/Invesquotes/status/2016898753400123773)  2026-01-29T15:38Z 55K followers, 13.4K engagements


"Quick Q: Why is Paypal considered a comp for the broad payment industry Has little overlap with a lot of public payments companies"  
[X Link](https://x.com/Invesquotes/status/2018700376518631685)  2026-02-03T14:57Z 55K followers, [----] engagements


"In [--] years we'll look back and think. "Wow the market got that one right." but we will also think. "How could the market be so retarded with that one""  
[X Link](https://x.com/Invesquotes/status/2018714903977066574)  2026-02-03T15:55Z 55K followers, [----] engagements


"At this point we just need Anthropic to IPO and generate positive FCF so they can stop pumping headlines every day"  
[X Link](https://x.com/Invesquotes/status/2018718804574957986)  2026-02-03T16:10Z 55K followers, [----] engagements


"@mvcinvesting You can literally substitute $OMDA for $STVN and the post is accurate as well"  
[X Link](https://x.com/Invesquotes/status/2018751056583303321)  2026-02-03T18:18Z 55K followers, [----] engagements


"@compoundpapi Too expensive for $CSU.TO standards still"  
[X Link](https://x.com/Invesquotes/status/2019370892065927241)  2026-02-05T11:21Z 55K followers, [---] engagements


"@QualityInvest5 This comparison is pretty misleading though the environments of Wegovy/Zepbound launches are entirely different"  
[X Link](https://x.com/Invesquotes/status/2019419859143258276)  2026-02-05T14:36Z 55K followers, [----] engagements


"You won't need an index when the only company that survives is Anthropic $SPGI $MSCI"  
[X Link](https://x.com/Invesquotes/status/2021249124834697288)  2026-02-10T15:45Z 55K followers, 31.4K engagements


"Icon $ICLR: I might have cooked my numbers Algos: Sell everything in healthcare"  
[X Link](https://x.com/Invesquotes/status/2021986991198679306)  2026-02-12T16:37Z 55K followers, [----] engagements


"Spruce Point: "We are great at shorting S&P [---] companies. Here's our track record." Since short report. $XYL +32% vs $SPY +33% $SYK +47% vs $SPY +38% $GNRC -36% vs $SPY +46% $AOS +89% vs $SPY +100% Acknowledge the differing "investing" horizons but who would use this slide to prove a point"  
[X Link](https://x.com/Invesquotes/status/1838177164996317362)  2024-09-23T11:22Z 55K followers, 13.4K engagements


"Morgan Stanleys Wide Moat Businesses Which ones do you strongly disagree with and which ones do you think are missing"  
[X Link](https://x.com/Invesquotes/status/1879211529289257299)  2025-01-14T16:58Z 55K followers, 165K engagements


"Since launching Best Anchor Stocks on Substack I've published in-depth reports on. Deere $DE (free) FRP Holdings $FRPH Five Below $FIVE Diageo $DEO Hermes $RMS Atlas Copco $ATLCY Stevanato Group $STVN (free) Keysight Technologies $KEYS Zoetis $ZTS Judges Scientific $JDG.L Many more to come going forward. https://twitter.com/i/web/status/1902055253723189422 https://twitter.com/i/web/status/1902055253723189422"  
[X Link](https://x.com/Invesquotes/status/1902055253723189422)  2025-03-18T17:51Z 55K followers, 39.1K engagements


"Do you know who makes a ton of money if GLP-1s suddenly become more affordable $STVN $WST etc Market doesn't seem to care though"  
[X Link](https://x.com/Invesquotes/status/1986126165052989703)  2025-11-05T17:39Z 55K followers, [----] engagements


"Published an update on $STVN after Q3 earnings Find it in the usual place"  
[X Link](https://x.com/Invesquotes/status/1986501582775783664)  2025-11-06T18:30Z 55K followers, [----] engagements


"Some comments from $STVN management on the opportunity in GLP-1s if prices come down 👇"  
[X Link](https://x.com/Invesquotes/status/1990443446918947216)  2025-11-17T15:34Z 55K followers, 10.9K engagements


"Pretty hilarious seeing $STVN down 5% today and down 24% from highs as the GLP-1 giants begin a price war Some comments from $STVN management on the opportunity in GLP-1s if prices come down 👇 https://t.co/VVXxvgbY1O Some comments from $STVN management on the opportunity in GLP-1s if prices come down 👇 https://t.co/VVXxvgbY1O"  
[X Link](https://x.com/Invesquotes/status/1990514054541299737)  2025-11-17T20:15Z 55K followers, [----] engagements


"Coming out later today. $KEYS"  
[X Link](https://x.com/Invesquotes/status/1993959910313521583)  2025-11-27T08:27Z 55K followers, [----] engagements


"Lots of great content coming out at Best Anchor Stocks during Christmas week 👇 Today: 'Nintendo's Memory Woes' Later this week: 'The Great GLP-1 Scare (Why the Stevanato narrative is flawed)' (with a special collaboration) $NTDOY $STVN https://twitter.com/i/web/status/2003058695979098320 https://twitter.com/i/web/status/2003058695979098320"  
[X Link](https://x.com/Invesquotes/status/2003058695979098320)  2025-12-22T11:03Z 55K followers, [----] engagements


"Funny that Novos Oral Wegovy got approved just last nightbecause an article on GLP1s (oral vs injectable) is coming out today at Best Anchor Stocks $NVO $STVN $LLY"  
[X Link](https://x.com/Invesquotes/status/2003427066562355450)  2025-12-23T11:26Z 55K followers, [----] engagements


"What does Nvidia's $NVDA stock price have to do with Stevanato's $STVN"  
[X Link](https://x.com/Invesquotes/status/2010031202653331555)  2026-01-10T16:49Z 55K followers, [----] engagements


"Have come to the realization that $STVN is basically a. - 2x-3x leveraged $WST - An inverse oral GLP-1 ETF Fun times ahead"  
[X Link](https://x.com/Invesquotes/status/2014800054205194440)  2026-01-23T20:39Z 55K followers, [----] engagements


"The bad news about Stevanato $STVN is the stock price The good news is that you don't even need to have a view on the oral GLP-1 narrative to do well from here (although orals will not end with the injectables obesity market)"  
[X Link](https://x.com/Invesquotes/status/2015828523701645482)  2026-01-26T16:45Z 55K followers, [----] engagements


"Publishing this in a few hours. Better late than never $ASML"  
[X Link](https://x.com/Invesquotes/status/2018990960244302015)  2026-02-04T10:12Z 55K followers, [----] engagements


"Makes total sense yep $WST $STVN"  
[X Link](https://x.com/Invesquotes/status/2019070735059186143)  2026-02-04T15:29Z 55K followers, [----] engagements


"I believe Herms' management might be bagholding SaaS. "When we are pitched to new ERPs or new systems we're told there are so many different models we're not going to be able to fit that into our IT model. We have about [-----] SKUs which are active and normally you should be at [----]. We'll never be at 7000." $RMS https://twitter.com/i/web/status/2022343188153835538 https://twitter.com/i/web/status/2022343188153835538"  
[X Link](https://x.com/Invesquotes/status/2022343188153835538)  2026-02-13T16:12Z 55K followers, 11.1K engagements


"In-depth reports I have published on S*stack so far. - Deere $DE (free) - FRP Holdings $FRPH - Five Below $FIVE - Diageo $DEO - Herms $HESAY - Atlas Copco $ATCO.B - Stevanato $STVN (free) - Keysight $KEYS - Zoetis $ZTS - Judges Scientific $JDG.L - Medpace $MEDP - Trupanion $TRUP - AAON $AAON Currently looking into two other interesting companies The library will keep getting longer https://twitter.com/i/web/status/1957492320783208954 https://twitter.com/i/web/status/1957492320783208954"  
[X Link](https://x.com/anyuser/status/1957492320783208954)  2025-08-18T17:18Z 55K followers, 43.3K engagements


"Coming out tomorrow at 9AM EST Has Nintendo $NTDOY gotten swept into a narrative incorrectly"  
[X Link](https://x.com/Invesquotes/status/2002705682211180892)  2025-12-21T11:40Z 55K followers, 14.2K engagements


"Pretty evident that Nintendo saved the 1P software line-up for years [--] and [--]. The SW2 is expected to sell 19M units despite this which makes the number even more impressive. In [----] you also get a Mario movie to push hardware sales $NTDOY Nintendo President Furukawa told investors that the next few years of Switch 2's life are very important: "The second and third years of Switch [--] will be extremely important and if the hardware becomes more widely available we will be able to use that as a base to https://t.co/7XDICoVtZe Nintendo President Furukawa told investors that the next few years of"  
[X Link](https://x.com/anyuser/status/2019103968182563159)  2026-02-04T17:41Z 55K followers, [----] engagements


"Just published this on Nintendo (free to read) Link in bio $NTDOY"  
[X Link](https://x.com/Invesquotes/status/2019452954130948491)  2026-02-05T16:47Z 55K followers, [----] engagements


"Portfolio is not looking pretty to start the year Huh"  
[X Link](https://x.com/Invesquotes/status/2019516780301934800)  2026-02-05T21:01Z 55K followers, [----] engagements


"NVIDIA CEO HUANG: SAAS SELLOFF TO TAKE 7-8 YEARS NVIDIA CEO HUANG: AI BUILD OUT TO TAKE 7-8 YEARS NVIDIA CEO HUANG: AI BUILD OUT TO TAKE 7-8 YEARS"  
[X Link](https://x.com/anyuser/status/2019871370356953323)  2026-02-06T20:30Z 55K followers, 65.1K engagements


"I remember as if it was less than a year ago (it was) when ASMLs management was ridiculed on X for saying exactly this $ASML JP Morgan notes after $ASML meeting - litho intensity will continue to step in logic with the biggest increase coming at the A10 node https://t.co/H6ZNnOlUjA JP Morgan notes after $ASML meeting - litho intensity will continue to step in logic with the biggest increase coming at the A10 node https://t.co/H6ZNnOlUjA"  
[X Link](https://x.com/Invesquotes/status/2020830657484853683)  2026-02-09T12:02Z 55K followers, [----] engagements


"The market is likely going to interpret any earnings miss in tech/data adjacent areas as AI disruption until proven otherwise Going to be a fun ride"  
[X Link](https://x.com/Invesquotes/status/2021203663398764576)  2026-02-10T12:44Z 55K followers, [----] engagements


"Just published this $AMZN $GOOG $MSFT $META $AAPL"  
[X Link](https://x.com/Invesquotes/status/2021230439919243659)  2026-02-10T14:31Z 55K followers, [----] engagements


"Volatility is so wild that literally the feed can make a [---] sentiment change in a couple of hours and you don't even need to look at the stock price to know what happened"  
[X Link](https://x.com/Invesquotes/status/2021246368073846825)  2026-02-10T15:34Z 55K followers, [----] engagements


"My friend @ZissouCapital once told me that with $STVN you get 2x the downside of $WST but only 1x (or less) of the upside And you know what He might actually be right"  
[X Link](https://x.com/Invesquotes/status/2021625072046211420)  2026-02-11T16:39Z 55K followers, [----] engagements


"At what point does AI and its impact on jobs become a problem for governments Dont know if true but Ive read somewhere that the Spanish government is considering higher taxes for businesses who replace people with AI"  
[X Link](https://x.com/Invesquotes/status/2021635269150355893)  2026-02-11T17:19Z 55K followers, [----] engagements


"Just published on Medpace $MEDP"  
[X Link](https://x.com/Invesquotes/status/2021664576077701520)  2026-02-11T19:16Z 55K followers, [----] engagements


"West $WST guiding for HSD to LDD growth in HVP and most of this coming from non-GLP1 products pretty much tells you that these businesses are much more than just obesity GLP-1s Oh and they are guiding conservatively on GLP-1s"  
[X Link](https://x.com/Invesquotes/status/2021979436036633048)  2026-02-12T16:07Z 55K followers, [----] engagements


"All bear cases seem to come to fruition when a stock is down Lots of investors come up with bear cases that were well known when the stock was at ATHs (but somehow they believe these are new) This my friends is the stock market"  
[X Link](https://x.com/Invesquotes/status/2022195212018495750)  2026-02-13T06:24Z 55K followers, [----] engagements


"🎯 Time to separate reality from the narrative in pharmaceutical packaging. WST ATR Schott and DAE have all reported their 12/31. STVN yet to put theirs out and we'll ignore GXI because 🤡. Every single one has beaten 4Q and except for Schott guided to accelerating growth in [--] Time to separate reality from the narrative in pharmaceutical packaging. WST ATR Schott and DAE have all reported their 12/31. STVN yet to put theirs out and we'll ignore GXI because 🤡. Every single one has beaten 4Q and except for Schott guided to accelerating growth in 26"  
[X Link](https://x.com/Invesquotes/status/2022556513093730652)  2026-02-14T06:20Z 55K followers, [----] engagements


"@returnoncap @Sempiterno_Inv Ah understood Epiroc might be worth a look actually in terms of recurring/non-equipment sales"  
[X Link](https://x.com/Invesquotes/status/1992210283448643944)  2025-11-22T12:35Z 54.9K followers, [---] engagements


"First time in a while watching Prime Video and its incredible how $AMZN has closed the loop (expected) You can get a product that you see in an ad sent to your phone to purchase on Amazon. Very unique experience"  
[X Link](https://x.com/Invesquotes/status/2015158960152547615)  2026-01-24T20:25Z 54.9K followers, 12K engagements


"Dont know how this will age but it underscores that the PM-creator overlap is close to [--] (i.e. most PMs dont know what creators care about) and I agree with this take Anyone who says AI will kill $ADBE has likely never been a great creator. Theyre intoxicated by the idea of creating but not the act itself Real creators know the demand for total control and memory is a non-negotiable value of the craft Bullish on self-determination Anyone who says AI will kill $ADBE has likely never been a great creator. Theyre intoxicated by the idea of creating but not the act itself Real creators know the"  
[X Link](https://x.com/Invesquotes/status/2016102663037874475)  2026-01-27T10:55Z 54.9K followers, [----] engagements


"You cant claim its the wrong take tbf (you can agree with it or not) because only time will tell I mean Ive heard creators position themselves in both sides and at current valuations I wouldnt say one has to think about the bull case much because I dont think that is whats being priced in Good POV l thanks for sharing"  
[X Link](https://x.com/Invesquotes/status/2016137869564198939)  2026-01-27T13:15Z 54.9K followers, [--] engagements


"@corleonecapital Just an additional point here isnt this yo an extent the bull case i.e. massive TAM expansion driven by AI"  
[X Link](https://x.com/Invesquotes/status/2016138641580384673)  2026-01-27T13:18Z 54.9K followers, [--] engagements


"Just partially sold one of my winners because the risk/reward is not as enticing as it was a few months ago (markets move fast) This can only mean one thing: it's going to moon further"  
[X Link](https://x.com/Invesquotes/status/2016177362832855457)  2026-01-27T15:51Z 54.9K followers, [----] engagements


"Obviously wouldn't have done it if there weren't other opportunities in the portfolio to deploy the cash because the IRR on the name is still acceptable"  
[X Link](https://x.com/Invesquotes/status/2016179633419403497)  2026-01-27T16:00Z 54.9K followers, [----] engagements


"The most frustrating thing of all is that you can be right on the fundamentals and that the stock is cheap but it wont matter one bit if its 1) Not AI-related 2) Against a narrative (real or fake doesnt really matter) Momentum and flows seem to be 95%"  
[X Link](https://x.com/Invesquotes/status/2016648330139361598)  2026-01-28T23:03Z 54.9K followers, [----] engagements


"The most long-term investor you know is likely chasing momentum in this market (and I dont know if I can blame them)"  
[X Link](https://x.com/Invesquotes/status/2016935438158557292)  2026-01-29T18:04Z 54.9K followers, [----] engagements


"What's one high quality company that it literally takes [--] minutes to understand what the company does and how it makes money I'll throw mine in: $CPRT"  
[X Link](https://x.com/Invesquotes/status/1552676187901755395)  2022-07-28T15:23Z 55K followers, [---] engagements


"Yes I can agree with this take. I agree fashion and leather might be a good peer but there's a lot more to LVMH than this segment. Brunello might be definitely be a closer peer than LVMH I was looking at it in the sense of brand equity which is why I said that Ferrari might be a close peer"  
[X Link](https://x.com/Invesquotes/status/1684867552629923841)  2023-07-28T10:05Z 55K followers, [----] engagements


"Just released this for subscribers (link in profile: Seeking Alpha) I have not seen many people discuss that Accenture $ACN told $ADBE they will sell their GenStudio product to all enterprise customers as a premium offering. Doesn't seem like unimportant"  
[X Link](https://x.com/Invesquotes/status/1774875935088562635)  2024-04-01T19:06Z 55K followers, [----] engagements


"@_inpractise Stevanato Group $STVN"  
[X Link](https://x.com/Invesquotes/status/1874591971098148931)  2025-01-01T23:02Z 55K followers, [---] engagements


"@LuisVSanchez777 Stevanato Group $STVN"  
[X Link](https://x.com/Invesquotes/status/1892569563453063254)  2025-02-20T13:38Z 55K followers, [----] engagements


"Will publish an in-depth report about a company in that slide soon here: https://www.bestanchorstocks.com/ https://www.bestanchorstocks.com/"  
[X Link](https://x.com/Invesquotes/status/1912245505029025945)  2025-04-15T20:43Z 55K followers, [----] engagements


"Retail is hard period. Only exception is when you are at either extreme of the spectrum: [--]. Low end: staples where scale is an advantage [--]. High end: true luxury Anything in the middle can give a false sense of security and surprise you when you least expect it to (Yes learned the hard way)"  
[X Link](https://x.com/Invesquotes/status/1931009843680174321)  2025-06-06T15:26Z 55K followers, 11.4K engagements


"Have been thinking about companies that do this well and honestly couldnt come up with much (I have $CPRT $TXN $MEDP ) Any other suggestions Can't lie always get a bit excited when I plot buybacks vs stock price and I see something like this Strange as it sounds not many CFOs know what their business is worth https://t.co/OJRMghOhYU Can't lie always get a bit excited when I plot buybacks vs stock price and I see something like this Strange as it sounds not many CFOs know what their business is worth https://t.co/OJRMghOhYU"  
[X Link](https://x.com/Invesquotes/status/1953575399990210730)  2025-08-07T21:54Z 55K followers, 24.1K engagements


"Published some thoughts on Constellation's Q2 where I discuss: [--]. The numbers [--]. The development of Altera and what it means for Constellation [--]. The IRGA liability and how it's really an asset [--]. VMS in an AI-driven world [--]. Capital deployment [--]. Valuation Enjoy it. $CSU.TO"  
[X Link](https://x.com/anyuser/status/1954922866748575765)  2025-08-11T15:08Z 55K followers, 12.1K engagements


"@ErnestWongBWM As a European its probably impossible to wrap ones head around convenience stores in general 😂"  
[X Link](https://x.com/Invesquotes/status/1978865211802083758)  2025-10-16T16:46Z 55K followers, [---] engagements


"What happened at CES for Texas Instruments to be up 8% $TXN"  
[X Link](https://x.com/Invesquotes/status/2008585480334700920)  2026-01-06T17:04Z 55K followers, 11.5K engagements


"Buried in the Intel $INTC call.more good news for WFE $ASML"  
[X Link](https://x.com/Invesquotes/status/2015137511329186136)  2026-01-24T18:59Z 54.9K followers, [----] engagements


"Tomorrow 8:30 AM EST"  
[X Link](https://x.com/Invesquotes/status/2015502856875368661)  2026-01-25T19:11Z 55K followers, [----] engagements


"You get retail for free so Anthropic stake must be $0 $AMZN Maybe worth more than Retail Maybe worth more than Retail"  
[X Link](https://x.com/Invesquotes/status/2015503980214755805)  2026-01-25T19:16Z 54.9K followers, 14.5K engagements


"I think the partnership was most likely a change in pricing model from seats to value tbh not the only one that Adobe has likely done in the enterprise world In the announcement they claim the partnership integrates Adobes AI capabilities with Publicis so likely not a seat-based model https://twitter.com/i/web/status/2018446769332404670 https://twitter.com/i/web/status/2018446769332404670"  
[X Link](https://x.com/Invesquotes/status/2018446769332404670)  2026-02-02T22:09Z 55K followers, [---] engagements


"A company in a dull sector with an excellent balance sheet extremely profitable and with an outstanding management team. What companies fit this description"  
[X Link](https://x.com/Invesquotes/status/1546233920257236992)  2022-07-10T20:44Z 55K followers, [---] engagements


"Whats one company trading above 25x LTM earnings that is undervalued in your view (Ps. Yes they exist)"  
[X Link](https://x.com/Invesquotes/status/1597316467867152389)  2022-11-28T19:48Z 55K followers, [--] engagements


"A few months ago I published a report on a relatively small company operating in the healthcare industry (picks and shovels) called Stevanato Group $STVN The stock is up 20% since then after going through several ups and downs but what I value the most is seeing good friends like @bizalmanac enjoying the report Story is pretty unique https://twitter.com/i/web/status/1875210499647820062 https://twitter.com/i/web/status/1875210499647820062"  
[X Link](https://x.com/Invesquotes/status/1875210499647820062)  2025-01-03T15:59Z 55K followers, 12.4K engagements


"1/ Decided to open my Stevanato Group $STVN 5-part analysis to the public. Stevanato is a pretty interesting business that's not widely discussed (probably due to its low float). You can find the report in the usual place but let me share some nuggets on the company below 👇"  
[X Link](https://x.com/Invesquotes/status/1876641787919704140)  2025-01-07T14:47Z 55K followers, 21.4K engagements


"Maybe unpopular opinion (or maybe not) but non-GAAP metrics can 100% be useful and not egregious Feels like there's a camp of people who get scared when they see adjusted and/or non-GAAP metrics regardless of the adjustments made to arrive to them. Accounting is not the ultimate truth that many believe it is but like with everything in life the wrongdoers have taken advantage of the "loopholes" to report absolutely egregious stuff"  
[X Link](https://x.com/Invesquotes/status/1903066043221778829)  2025-03-21T12:47Z 55K followers, [----] engagements


"Semi-regular thread What are the stocks you consider to have a heavily skewed risk/reward Bonus points for misleading valuation multiples and non-normalized margins"  
[X Link](https://x.com/Invesquotes/status/1939771573223006524)  2025-06-30T19:42Z 55K followers, [----] engagements


"Hermes is posting 9% growth despite China and aspirational customers being weak Quite impressive (especially compared to "peers") Photo: @Quartr_App $RMS"  
[X Link](https://x.com/Invesquotes/status/1950543075513647224)  2025-07-30T13:04Z 55K followers, [----] engagements


"@davey_juice Lol 😂 this is the classic american thinking: we are the center of the world and nothing else matters"  
[X Link](https://x.com/Invesquotes/status/1972698853775151117)  2025-09-29T16:23Z 55K followers, [----] engagements


"@SixSigmaCapital $STVN not going to be a 10x but a predictable way of compounding capital"  
[X Link](https://x.com/Invesquotes/status/1976406001361543356)  2025-10-09T21:54Z 55K followers, [----] engagements


"Would be pretty funny if Nintendo has stocked DRAM chips anticipating the shortage but the hyperscalers have not (and only Nintendos stock gets sold off of course) $NTDOY"  
[X Link](https://x.com/Invesquotes/status/2004609506395963541)  2025-12-26T17:45Z 55K followers, [----] engagements


"Hermes demonstrates again what is true luxury and what is not true luxury. Sales up 9% at constant exchange rates. $RMS $HESAY"  
[X Link](https://x.com/Invesquotes/status/1912757174763143256)  2025-04-17T06:37Z 55K followers, 36.8K engagements


"Published an article discussing my (thus far) [--] biggest mistakes and how they have shaped my investment philosophy (with real examples) Not all have resulted in permanent capital losses but all have resulted in lower returns. Hope you enjoy it and hope it's useful"  
[X Link](https://x.com/Invesquotes/status/1927739993599979622)  2025-05-28T14:53Z 55K followers, 12.8K engagements


"Published an update on Herms' H1 [----] earnings. I discuss the numbers the highlights from the call and the valuation. Is Hermes a buy after the 20% drop off highs $RMS $HESAY"  
[X Link](https://x.com/Invesquotes/status/1951269746273309153)  2025-08-01T13:12Z 55K followers, [----] engagements


"Some interesting thoughts shared by @hkuppy here. This is the reason why I have increasingly gravitated to secular but cyclical growers. There will be a time when few want to own these waiting for the inflection and they might be dead money for a while but the downside can be somewhat protected while one waits for value to get realized. I consider myself terrible timing inflections but just due to how markets are currently geared (momentum and chasers) its highly likely that the value will be realized rather quickly after the inflection. Its definitely more frustrating to see a stock flat"  
[X Link](https://x.com/Invesquotes/status/1955335352719208933)  2025-08-12T18:27Z 55K followers, [----] engagements


"Herms $RMS reported earnings last week and announced a new metier for 2028: care products. Shared some thoughts on the "power of the monobrand" in the most recent NOTW 👇"  
[X Link](https://x.com/Invesquotes/status/1982115021422309445)  2025-10-25T16:00Z 55K followers, [----] engagements


"@ReneSellmann What are you implying with this Honest question"  
[X Link](https://x.com/Invesquotes/status/2003060610855301505)  2025-12-22T11:10Z 55K followers, [---] engagements


"Just published my Nintendo article: 'Nintendo's Memory Woes.' The stock continues to drop probably due to fears of memory chip shortages (+ a bit of negative momentum). I explain why I believe these fears might be misguided. Find it in the usual place. $NTDOY https://twitter.com/i/web/status/2003104869868085562 https://twitter.com/i/web/status/2003104869868085562"  
[X Link](https://x.com/Invesquotes/status/2003104869868085562)  2025-12-22T14:06Z 55K followers, [----] engagements


"The fact that Nintendo is down on Project Genie is interesting considering that the main bear case has always been its visuals but has managed to outsell the whole industry despite them Probably AI massively accreetive to further exploit the IP $NTDOY"  
[X Link](https://x.com/Invesquotes/status/2017297779354128895)  2026-01-30T18:04Z 55K followers, [----] engagements


"Nintendo lawyers about to work as hard as they've ever had to work (and they are Japanese.) $NTDOY Holy moly. Genie [--] just created this mock 3D game world from Breath of the Wild. How I did it + prompts in comment. https://t.co/H33an42YNd Holy moly. Genie [--] just created this mock 3D game world from Breath of the Wild. How I did it + prompts in comment. https://t.co/H33an42YNd"  
[X Link](https://x.com/Invesquotes/status/2017311313051959481)  2026-01-30T18:57Z 55K followers, 10.4K engagements


"RT @bizalmanac: Out now link in bio. Constellation the premier owner of low growth and no growth software businesses is poised to exten"  
[X Link](https://x.com/Invesquotes/status/2019439810805366921)  2026-02-05T15:55Z 55K followers, [--] engagements

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