[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @Muzzlebuster David Perlmutter David Perlmutter posts on X about $msci, $mscis, money, longterm the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::866780113/interactions)  - X Week XXXXXX +777% - X Month XXXXXX +160% - X Months XXXXXX +894% - X Year XXXXXX +22,859% ### Mentions: XX [#](/creator/twitter::866780113/posts_active)  - X Week XX -XX% - X Month XX +167% - X Months XX +344% - X Year XX +2,800% ### Followers: XXX [#](/creator/twitter::866780113/followers)  - X Week XXX +9.80% - X Month XXX +54% - X Months XXX +153% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::866780113/influencer_rank)  ### Social Influence [#](/creator/twitter::866780113/influence) --- **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [countries](/list/countries) **Social topic influence** [$msci](/topic/$msci), [$mscis](/topic/$mscis), [money](/topic/money), [longterm](/topic/longterm), [freak](/topic/freak), [zoom](/topic/zoom), [rates](/topic/rates), [all the](/topic/all-the), [$googs](/topic/$googs), [theres a](/topic/theres-a) **Top assets mentioned** [Msci Inc (MSCI)](/topic/$msci) ### Top Social Posts [#](/creator/twitter::866780113/posts) --- Top posts by engagements in the last XX hours "One of the most beautiful things about $MSCI's business model is that most of it is subscription-based. Couple that with the fact that it is world-wide in scope with an essentially infinite runway and we can understand why it has been able to grow so steadily over the years. But when a business reports what looks like a slow-down in subscription growth investors and traders alike can freak out. It also didn't help matters when they reported the subscription retention rate falling from XXXX% last quarter to XXXX% this quarter"  [@Muzzlebuster](/creator/x/Muzzlebuster) on [X](/post/tweet/1947963238609473682) 2025-07-23 10:13:22 UTC XXX followers, XXX engagements "But it helps to look back so we can keep things in perspective. Retention rates can jump around a little in the short term just like anything else but are clearly quite steady as we zoom out. The subscription growth also can be lumpy in the very near-term"  [@Muzzlebuster](/creator/x/Muzzlebuster) on [X](/post/tweet/1947963240626974756) 2025-07-23 10:13:22 UTC XXX followers, XXX engagements "$MSCI is a powerhouse company with global scale and subscription-based recurring revenues - a true compounder with a serious moat. But what is the best way to value the stock and is it a market-outperformer from here This is a great case study on why using different valuation methods is so important. 👇🧵 Chart from @stock_unlock"  [@Muzzlebuster](/creator/x/Muzzlebuster) on [X](/post/tweet/1941932194865532985) 2025-07-06 18:48:09 UTC XXX followers, 4556 engagements "This chart tells an incredible story. $GOOG's ability to realize returns on the money it invests in itself has been growing over time. All the while the price investors pay for the ability of the business to generate cash has been decreasing. This is what a disconnect looks like. When a business has ROIC and ROCE numbers that look like this and are actually ascending over time I don't care what their Capex numbers are. At all. I don't want them to return the FCF to me. They can spend whatever they want because I know what the return will be in the future. These are proven capital allocators."  [@Muzzlebuster](/creator/x/Muzzlebuster) on [X](/post/tweet/1948326331596312980) 2025-07-24 10:16:10 UTC XXX followers, 4320 engagements "I have another question for you. What happens when every car drives itself making everyone default to streaming Netflix as they travel and each vehicle is an add-on subscription worth $X There's a lot of vehicles out there. Obviously speculation but also feels kind of obvious too"  [@Muzzlebuster](/creator/x/Muzzlebuster) on [X](/post/tweet/1946275396250665012) 2025-07-18 18:26:29 UTC XXX followers, XX engagements "Also as they deploy their strategies by allocating capital within the business their returns are absolutely amazing. Notice again how the chart values are trending up. chart by @stock_unlock"  [@Muzzlebuster](/creator/x/Muzzlebuster) on [X](/post/tweet/1947963246444741103) 2025-07-23 10:13:24 UTC XXX followers, XXX engagements "Much of $MELI's expansion can impact reported profits. For example we know that they are aggressively deploying credit cards in much of South America. When they increase their loan portfolio or credit card portfolio they have to take a bunch of money and set it aside in case some of those loans go bad and they don't get paid back. "Provisions for doubtful accounts" is the line item on the income statement and it subtracts from net income. This is very normal and quite necessary if you want to loan out money or give out credit cards so that revenue can be made later with these financial"  [@Muzzlebuster](/creator/x/Muzzlebuster) on [X](/post/tweet/1943800855724962090) 2025-07-11 22:33:32 UTC XXX followers, XXX engagements "The index and analytics giant $MSCI was sold off XXX% yesterday after reporting earnings. Clearly the market was spooked. But was it an over-reaction or was it justified And most importantly is it an opportunity for investors 👇🧵 chart by @stock_unlock"  [@Muzzlebuster](/creator/x/Muzzlebuster) on [X](/post/tweet/1947963235992522761) 2025-07-23 10:13:21 UTC XXX followers, 10.9K engagements "So is the market offering us an opportunity Given $MSCI's long-term targets we can exact a pricing model to see potential annual returns over a XX year period. Currently there exist 77.81M total shares outstanding and over the last X years the number of shares has decreased with a CAGR of -1.87%. Recall that the EBITDA margin target is in the high 50s. To be conservative we can use XX% for our EBITDA margin. We will use a starting revenue of $2.92B. We can use a range of EBITDA CAGRs a low medium and high scenario. Since this company has been historically pretty steady-state lets use X% 11%"  [@Muzzlebuster](/creator/x/Muzzlebuster) on [X](/post/tweet/1947963249195892807) 2025-07-23 10:13:24 UTC XXX followers, XXX engagements "But where does their confidence come from For starters margins are increasing with time. This speaks to a very sticky moat - an unassailable competitive advantage that earns them more and more profit for every dollar that hits the cash register. chart by @stock_unlock"  [@Muzzlebuster](/creator/x/Muzzlebuster) on [X](/post/tweet/1947963244477329410) 2025-07-23 10:13:23 UTC XXX followers, XXX engagements "So we need to ask ourselves "Has anything really changed with $MSCI" Clearly if you ask management the answer is a resounding "No." We can see this clear as day in their long-term guidance below provided this quarter"  [@Muzzlebuster](/creator/x/Muzzlebuster) on [X](/post/tweet/1947963242635993287) 2025-07-23 10:13:23 UTC XXX followers, XXX engagements "If you want to learn more about how I personally approach an investment I wrote it down. Paperback and E-book both available on Amazon"  [@Muzzlebuster](/creator/x/Muzzlebuster) on [X](/post/tweet/1947963254061330722) 2025-07-23 10:13:25 UTC XXX followers, XXX engagements
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@Muzzlebuster David Perlmutter
David Perlmutter posts on X about $msci, $mscis, money, longterm the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX +777%
- X Month XXXXXX +160%
- X Months XXXXXX +894%
- X Year XXXXXX +22,859%
Mentions: XX #
- X Week XX -XX%
- X Month XX +167%
- X Months XX +344%
- X Year XX +2,800%
Followers: XXX #
- X Week XXX +9.80%
- X Month XXX +54%
- X Months XXX +153%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance stocks countries
Social topic influence $msci, $mscis, money, longterm, freak, zoom, rates, all the, $googs, theres a
Top assets mentioned Msci Inc (MSCI)
Top Social Posts #
Top posts by engagements in the last XX hours
"One of the most beautiful things about $MSCI's business model is that most of it is subscription-based. Couple that with the fact that it is world-wide in scope with an essentially infinite runway and we can understand why it has been able to grow so steadily over the years. But when a business reports what looks like a slow-down in subscription growth investors and traders alike can freak out. It also didn't help matters when they reported the subscription retention rate falling from XXXX% last quarter to XXXX% this quarter"
@Muzzlebuster on X 2025-07-23 10:13:22 UTC XXX followers, XXX engagements
"But it helps to look back so we can keep things in perspective. Retention rates can jump around a little in the short term just like anything else but are clearly quite steady as we zoom out. The subscription growth also can be lumpy in the very near-term" @Muzzlebuster on X 2025-07-23 10:13:22 UTC XXX followers, XXX engagements
"$MSCI is a powerhouse company with global scale and subscription-based recurring revenues - a true compounder with a serious moat. But what is the best way to value the stock and is it a market-outperformer from here This is a great case study on why using different valuation methods is so important. 👇🧵 Chart from @stock_unlock" @Muzzlebuster on X 2025-07-06 18:48:09 UTC XXX followers, 4556 engagements
"This chart tells an incredible story. $GOOG's ability to realize returns on the money it invests in itself has been growing over time. All the while the price investors pay for the ability of the business to generate cash has been decreasing. This is what a disconnect looks like. When a business has ROIC and ROCE numbers that look like this and are actually ascending over time I don't care what their Capex numbers are. At all. I don't want them to return the FCF to me. They can spend whatever they want because I know what the return will be in the future. These are proven capital allocators." @Muzzlebuster on X 2025-07-24 10:16:10 UTC XXX followers, 4320 engagements
"I have another question for you. What happens when every car drives itself making everyone default to streaming Netflix as they travel and each vehicle is an add-on subscription worth $X There's a lot of vehicles out there. Obviously speculation but also feels kind of obvious too" @Muzzlebuster on X 2025-07-18 18:26:29 UTC XXX followers, XX engagements
"Also as they deploy their strategies by allocating capital within the business their returns are absolutely amazing. Notice again how the chart values are trending up. chart by @stock_unlock" @Muzzlebuster on X 2025-07-23 10:13:24 UTC XXX followers, XXX engagements
"Much of $MELI's expansion can impact reported profits. For example we know that they are aggressively deploying credit cards in much of South America. When they increase their loan portfolio or credit card portfolio they have to take a bunch of money and set it aside in case some of those loans go bad and they don't get paid back. "Provisions for doubtful accounts" is the line item on the income statement and it subtracts from net income. This is very normal and quite necessary if you want to loan out money or give out credit cards so that revenue can be made later with these financial" @Muzzlebuster on X 2025-07-11 22:33:32 UTC XXX followers, XXX engagements
"The index and analytics giant $MSCI was sold off XXX% yesterday after reporting earnings. Clearly the market was spooked. But was it an over-reaction or was it justified And most importantly is it an opportunity for investors 👇🧵 chart by @stock_unlock" @Muzzlebuster on X 2025-07-23 10:13:21 UTC XXX followers, 10.9K engagements
"So is the market offering us an opportunity Given $MSCI's long-term targets we can exact a pricing model to see potential annual returns over a XX year period. Currently there exist 77.81M total shares outstanding and over the last X years the number of shares has decreased with a CAGR of -1.87%. Recall that the EBITDA margin target is in the high 50s. To be conservative we can use XX% for our EBITDA margin. We will use a starting revenue of $2.92B. We can use a range of EBITDA CAGRs a low medium and high scenario. Since this company has been historically pretty steady-state lets use X% 11%" @Muzzlebuster on X 2025-07-23 10:13:24 UTC XXX followers, XXX engagements
"But where does their confidence come from For starters margins are increasing with time. This speaks to a very sticky moat - an unassailable competitive advantage that earns them more and more profit for every dollar that hits the cash register. chart by @stock_unlock" @Muzzlebuster on X 2025-07-23 10:13:23 UTC XXX followers, XXX engagements
"So we need to ask ourselves "Has anything really changed with $MSCI" Clearly if you ask management the answer is a resounding "No." We can see this clear as day in their long-term guidance below provided this quarter" @Muzzlebuster on X 2025-07-23 10:13:23 UTC XXX followers, XXX engagements
"If you want to learn more about how I personally approach an investment I wrote it down. Paperback and E-book both available on Amazon" @Muzzlebuster on X 2025-07-23 10:13:25 UTC XXX followers, XXX engagements