# ![@SashInvesting Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1781784973709651969.png) @SashInvesting Sash

Sash posts on X about $adyen, $meli, stocks, $pypl the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1781784973709651969/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1781784973709651969/c:line/m:interactions.svg)

- [--] Week [-----] -43%
- [--] Month [------] +5.60%
- [--] Months [-------] +323%
- [--] Year [-------] -16%

### Mentions: [--] [#](/creator/twitter::1781784973709651969/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1781784973709651969/c:line/m:posts_active.svg)

- [--] Week [--] -15%
- [--] Month [---] +27%
- [--] Months [---] +303%
- [--] Year [---] +43%

### Followers: [-----] [#](/creator/twitter::1781784973709651969/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1781784973709651969/c:line/m:followers.svg)

- [--] Week [-----] +0.58%
- [--] Month [-----] +0.68%
- [--] Months [-----] +32%
- [--] Year [-----] +40%

### CreatorRank: [---------] [#](/creator/twitter::1781784973709651969/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1781784973709651969/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  64.66% [technology brands](/list/technology-brands)  31.03% [finance](/list/finance)  28.45% [cryptocurrencies](/list/cryptocurrencies)  16.38% [luxury brands](/list/luxury-brands)  4.31% [countries](/list/countries)  4.31% [automotive brands](/list/automotive-brands)  3.45% [exchanges](/list/exchanges)  2.59% [currencies](/list/currencies)  1.72% [financial services](/list/financial-services)  0.86%

**Social topic influence**
[$adyen](/topic/$adyen) #18, [$meli](/topic/$meli) 12.93%, [stocks](/topic/stocks) 10.34%, [$pypl](/topic/$pypl) #1558, [business](/topic/business) 6.9%, [$googl](/topic/$googl) 6.9%, [in the](/topic/in-the) 6.03%, [$asml](/topic/$asml) #89, [asml](/topic/asml) #166, [$ma](/topic/$ma) #215

**Top accounts mentioned or mentioned by**
[@fluentinquality](/creator/undefined) [@bramvgenechten](/creator/undefined) [@realroseceline](/creator/undefined) [@wolfofharcourt](/creator/undefined) [@dutchinvestors](/creator/undefined) [@tacticzh](/creator/undefined) [@fcompounders](/creator/undefined) [@fintegrate](/creator/undefined) [@themotleyfool](/creator/undefined) [@renesellmann](/creator/undefined) [@morganhousel](/creator/undefined) [@daveyjuice](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@durablecreators](/creator/undefined) [@stockmktnewz](/creator/undefined) [@fundasyinvestor](/creator/undefined) [@ecommerceking](/creator/undefined) [@thelonginvest](/creator/undefined) [@speedwellllc](/creator/undefined) [@ftrinvestors](/creator/undefined)

**Top assets mentioned**
[MercadoLibre Inc (MELI)](/topic/$meli) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Mastercard, Inc. (MA)](/topic/$ma) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [4 (FOUR)](/topic/$four) [Ferrari N.V. (RACE)](/topic/$race) [Coupang, Inc.  (CPNG)](/topic/$cpng) [Microsoft Corp. (MSFT)](/topic/microsoft) [Danaher Corporation (DHR)](/topic/$dhr) [Nasdaq Inc (NDAQ)](/topic/$ndaq) [Monolithic Power Systems, Inc. (MPWR)](/topic/$mpwr) [Spotify Technology (SPOT)](/topic/$spot) [Exelixis Inc (EXEL)](/topic/$exel) [S&P Global Inc (SPGI)](/topic/$spgi) [DLocal Limited (DLO)](/topic/$dlo) [Arista Networks Inc (ANET)](/topic/$anet) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Qualys, Inc. Common Stock (QLYS)](/topic/$qlys) [Zoetis Inc (ZTS)](/topic/$zts) [Advanced Micro Devices (AMD)](/topic/$amd) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [KLA Corp (KLAC)](/topic/$klac) [ServiceNow Inc (NOW)](/topic/servicenow) [Now Coin (NOW)](/topic/$now) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Adobe, Inc. (ADBE)](/topic/$adbe) [Msci Inc (MSCI)](/topic/$msci) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Netflix Inc (NFLX)](/topic/$nflx) [Manhattan Associates, Inc. (MANH)](/topic/$manh) [CatCoin (CAT)](/topic/$cat) [Sea Limited (SE)](/topic/$se) [Camtek Ltd (CAMT)](/topic/$camt) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Brookfield Corporation (BN)](/topic/$bn) [The Walt Disney Company (DIS)](/topic/walt-disney) [DisChain (DIS)](/topic/$dis) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Texas Instruments (TXN)](/topic/texas-instruments) [Osisko Gold Royalties Ltd (OR)](/topic/$or) [Medpace Holdings, Inc. Common Stock (MEDP)](/topic/$medp) [Workday Inc (WDAY)](/topic/$wday) [Eden (EDEN)](/topic/$eden) [Autodesk Inc (ADSK)](/topic/$adsk) [Cloudflare, Inc. (NET)](/topic/cloudflare) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$ADYEN is one of my largest holdings. I think its an exceptional business with great management execution and a long way of growth ahead. You want prove ADYEN scaled Processed Payments Volume from [--] Billion back in [----] to over [---] TRILLION in [----]. Thats a 45% CAGR🚀"  
[X Link](https://x.com/SashInvesting/status/2009314750182903900)  2026-01-08T17:22Z [----] followers, [----] engagements


"Alphabet's annual revenues exceeded $400 billion for the first time. YouTube's annual revenues surpassed $60 billion across Ads & Subscriptions. Google Cloud is on a annual rate of $70 billion with a $240 billion backlog. That are truly insane numbers💫 $GOOGL"  
[X Link](https://x.com/SashInvesting/status/2019165453344506050)  2026-02-04T21:45Z [----] followers, [---] engagements


"Monolithic Power Systems $MPWR was trading for a 12x P/E back in April [----] and nobody noticed it👀 🔹Revenue 5Y CAGR: 27% 🔹EPS 5Y CAGR: 29.5% 🔹$1.3B Net Cash position 🔹High Returns on Capital (ROIC: 22%) 🔹Dividend Yield: 0.5% growing at 25% 🚀Stock is up +173% since then"  
[X Link](https://x.com/SashInvesting/status/2020507743753519390)  2026-02-08T14:39Z [----] followers, [---] engagements


"This has been a crazy week in the market You might wanna take a look at my recent write-up if you want to stay up to https://open.substack.com/pub/sashinvesting/p/news-of-the-week-8th-februaryutm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/sashinvesting/p/news-of-the-week-8th-februaryutm_campaign=post-expanded-share&utm_medium=web"  
[X Link](https://x.com/SashInvesting/status/2020610269576106327)  2026-02-08T21:26Z [----] followers, [---] engagements


"These companies report earnings tomorrow (February [--] 2026)👇 $SPGI S&P Global (newest addition to my portfolio) $SPOT Spotify $RACE Ferrari $NET Cloudflare $EXEL Exelixis $LYFT Lyft $EW Edwards Lifesciences $7906 YONEX Any other stocks on your radar👀"  
[X Link](https://x.com/SashInvesting/status/2020987421639242109)  2026-02-09T22:25Z [----] followers, [---] engagements


"Maybe more true than ever before👇 @morganhousel"  
[X Link](https://x.com/SashInvesting/status/1989346698054049825)  2025-11-14T14:56Z [----] followers, 28.4K engagements


"ATOSS Software $AOF is being sold off as part of the current market shift & is now down 33% while the company has just achieved its 20th consecutive record year🏆 The revenue growth since [----] has been 15% CAGR and Management expects 14% topline growth for both [----] & 2027✅"  
[X Link](https://x.com/SashInvesting/status/2017559200323207387)  2026-01-31T11:22Z [----] followers, [---] engagements


"This has been an insanely busy week in the stock market $MA $ASML $AMZN $PLX.PA I have summarized my highlights around my current portfolio holdings for you in my newest article below👇 https://open.substack.com/pub/sashinvesting/p/news-of-the-week-31st-januaryr=2giar4&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/sashinvesting/p/news-of-the-week-31st-januaryr=2giar4&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/SashInvesting/status/2017606138213081409)  2026-01-31T14:29Z [----] followers, [---] engagements


"Alex Chriss will probably go down in history for the highest number of press releases & announced partnerships. But that's about it. Nevertheless he was seen as a saviour by retail investors but he failed to deliver on the most important thing of all actual results. $PYPL $PYPL PayPal down 16.5% pre-market after announcing that CEO Alex Chriss will be stepping down after just two years on the job. The company also announced Q4 results where EPS and Revenue came in below analyst estimates. https://t.co/HLaAnmPFNI $PYPL PayPal down 16.5% pre-market after announcing that CEO Alex Chriss will be"  
[X Link](https://x.com/SashInvesting/status/2018703221489811528)  2026-02-03T15:08Z [----] followers, [---] engagements


"My thoughts on the selloff across the payments sector today👇 $PYPL $MA $V $ADYEN $DLO"  
[X Link](https://x.com/SashInvesting/status/2018743158218092653)  2026-02-03T17:47Z [----] followers, [---] engagements


"What the hell is going on with Walmart Do people see this as a safe harbor because the market is seeing more volatility A safe harbor trading at 50x Earnings $WMT Walmart $WMT now trades at 49.3x trailing 12-month earnings. https://t.co/J7QDDhPXFG Walmart $WMT now trades at 49.3x trailing 12-month earnings. https://t.co/J7QDDhPXFG"  
[X Link](https://x.com/SashInvesting/status/2018805535974580461)  2026-02-03T21:55Z [----] followers, [---] engagements


"💫This week I have researched a fast growing industrial technology serial acquirer from Sweden that operates a decentralised governance model similar to successful peers like $LIFCO If you are interested you can find the write-up on my Substack: https://open.substack.com/pub/sashinvesting/p/stock-discovery-of-the-week-editionr=2giar4&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/sashinvesting/p/stock-discovery-of-the-week-editionr=2giar4&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/SashInvesting/status/2019103937287372888)  2026-02-04T17:41Z [----] followers, [---] engagements


"$GOOGL Q4 results👇 -Financials: 🔸Revenue +18% 🔸Operating income +16% 🔸Net income +30% 🔸EPS +31% -Google Cloud: 🔹Revenue growth +48%🚀 🔹Operating margin 30.1% vs 17.5% (Q4 2024)💸 -Gemini: 750M Monthly active users [-----] CapEx Guidance: $175-185 billion Stock: -2%🔴"  
[X Link](https://x.com/SashInvesting/status/2019158487830319282)  2026-02-04T21:17Z [----] followers, [---] engagements


"CellaVision AB $CEVI is up 10% today after reporting Q4 Earnings🚀 🔹Net sales +6% organic growth of 12% 🔹EBITDA +6.5% EBITDA margin: 33% 🔹Profit before tax +8% 🔹Operating CF +9% 🔹Dividend increase by 10% I recently did a pitch on $CEVI here: https://open.substack.com/pub/sashinvesting/p/discoveries-of-the-week-edition-1r=2giar4&utm_campaign=post&utm_medium=web https://open.substack.com/pub/sashinvesting/p/discoveries-of-the-week-edition-1r=2giar4&utm_campaign=post&utm_medium=web"  
[X Link](https://x.com/SashInvesting/status/2019427069902668270)  2026-02-05T15:05Z [----] followers, [---] engagements


"$AMZN Q4 results are out👇 Financials: 🔸Sales +14% 🔸Operating Income +18% 🔸Net Income +6% 🔸Operating Cashflow +20% Highlights: 🔹AWS +24%💫 🔹Advertising +22% 🔹CapEx Guide of $200 billion👀 Q1 Guidance: 🔸11-15% Sales growth 🔸Operating income: $16.5B-$21.5B Stock -7%🔴"  
[X Link](https://x.com/SashInvesting/status/2019523986531442856)  2026-02-05T21:30Z [----] followers, [---] engagements


"@FluentInQuality I already did bet like 40% of my portfolio on $MELI so this is not even a question"  
[X Link](https://x.com/SashInvesting/status/2021299596589162905)  2026-02-10T19:05Z [----] followers, [---] engagements


"@wolfofharcourt I like the portfolio a lot (even tough i prefer to have a more concentraded portfolio). MELI $ADYEN $ASML are my [--] biggest positions 😄"  
[X Link](https://x.com/SashInvesting/status/1984716578202825064)  2025-11-01T20:18Z [----] followers, [---] engagements


"@DutchInvestors I am interested in $DLO and I am Investors in $ADYEN. But seriously as a $ADYEN shareholder I am not afraid of $DLO as a competitor. I don't know if it would be the same the other way around"  
[X Link](https://x.com/SashInvesting/status/1985109967028805945)  2025-11-02T22:21Z [----] followers, [---] engagements


"@davey_juice Not a hot take imo. I am happy to own companies like $MELI or $ADYEN that continue to show great execution and are still growing like crazy. I am also happy to pay up for the quality and durability of high growth I get"  
[X Link](https://x.com/SashInvesting/status/1985594418779340994)  2025-11-04T06:26Z [----] followers, [---] engagements


"The following companies report Earnings today (🗓Tuesday 4th November)👇 Smartcraft $SMCRT Nemetschek $NEM & Nexus $NXU $SPOT $SHOP & $TOI $RACE $UBER $ZTS $MLM $TREX $ANET $PINS $EXEL $AXON $AMD $PCTY $QLYS $CPNG $NTDOY"  
[X Link](https://x.com/SashInvesting/status/1985598599539933361)  2025-11-04T06:42Z [----] followers, [---] engagements


"Nemetschek Q3 results look really good👀 🔸Rev +16% 🔸ARR +22% (Subscription and SaaS Revenues +40.5%) 🔸EBITDA +25% 🔸EBITDA margin: 32.5% vs 30.1% 🔸EPS +41% ✅Confirmed Guidance"  
[X Link](https://x.com/SashInvesting/status/1985601684362432840)  2025-11-04T06:55Z [----] followers, [---] engagements


"9 High Quality Stocks that I would love to buy in a bigger market drawdown👇 1) KLA Corp $KLAC 2) Arista Networks $ANET 3) Service Now $NOW 4) Microsoft $MSFT 5) Mastercard $MA 6) Axon Enterprise $AXON 7) Intuitive Surgical $ISRG 8) Norbit ASA $NORBT 9) Diploma $DPLM"  
[X Link](https://x.com/SashInvesting/status/1987638762244038758)  2025-11-09T21:49Z [----] followers, [---] engagements


"@realroseceline I looked into $FOUR recently and I am quite intrigued because this could probably work out well from here but I am just not fully convinced that it is a great business. And I want to own great businesses so I am just gonna stick to $ADYEN"  
[X Link](https://x.com/SashInvesting/status/1990912865658622273)  2025-11-18T22:39Z [----] followers, [---] engagements


"This is the portfolio I'm going into [----] with👇 $MELI - 3728% $ADYEN - 9.75% $GOOGL - 966% $HAYPP - 880% $ASML - 657% $REY - 580% $CPNG - 539% $TTD - 492% $ADBE - 432% $PLX - 399% $MA - 352% I am very excited about the new year💫"  
[X Link](https://x.com/SashInvesting/status/2006784814943449201)  2026-01-01T17:49Z [----] followers, [----] engagements


"@joinyellowbrick I own $ADYEN and $PLX"  
[X Link](https://x.com/SashInvesting/status/2007104329522741400)  2026-01-02T14:58Z [----] followers, [---] engagements


"@DutchInvestors Just a matter of time that $ADYEN will surpass $PYPL imo"  
[X Link](https://x.com/SashInvesting/status/2009750660976185663)  2026-01-09T22:14Z [----] followers, [---] engagements


"6 Connexion Mobility Ltd. $CXZ - develops and commercializes fleet management software for the automotive industry 🟢5Y Rev CAGR: 15.3% 🟢High and increasing ROCE (LTM): 38.3% 🟢Net Cash: $5.86M 🟢P/E: 6"  
[X Link](https://x.com/SashInvesting/status/2009983641343144351)  2026-01-10T13:40Z [----] followers, [---] engagements


"@TacticzH Not bad [----] is going great for me as well my top [--] is: $MELI +8.9% $ADYEN +2.1% $GOOGL +5.3%"  
[X Link](https://x.com/SashInvesting/status/2010841379157545264)  2026-01-12T22:28Z [----] followers, [---] engagements


"@DurableCreators Nice one I think $ADYEN deserves a spot on the list as well"  
[X Link](https://x.com/SashInvesting/status/2015364311770624459)  2026-01-25T10:01Z [----] followers, [---] engagements


"What stock are you excited about reporting earnings next week but no one else is talking about it I think about $MSCI and $BRO 👀"  
[X Link](https://x.com/SashInvesting/status/2015675119666934043)  2026-01-26T06:36Z [----] followers, [---] engagements


"@FluentInQuality $MELI $ADYEN $AMZN are three of my top picks"  
[X Link](https://x.com/SashInvesting/status/2016284230628598085)  2026-01-27T22:56Z [----] followers, [---] engagements


"@StockMKTNewz $TTD is still getting killed👀"  
[X Link](https://x.com/SashInvesting/status/2017735657074954260)  2026-01-31T23:04Z [----] followers, [---] engagements


"@F_Compounders The pricing power is unmatched but I personally would like to have a higher margin of safety here to invest into $RACE"  
[X Link](https://x.com/SashInvesting/status/2018432412712104318)  2026-02-02T21:12Z [----] followers, [---] engagements


"@FundasyInvestor Agreed that's why I made $MELI my biggest position during the recent selloff"  
[X Link](https://x.com/SashInvesting/status/2018432782930682055)  2026-02-02T21:14Z [----] followers, [---] engagements


"@realroseceline 🤝 Long $MELI. Forget about $PYPL"  
[X Link](https://x.com/SashInvesting/status/2018812314729013572)  2026-02-03T22:22Z [----] followers, [---] engagements


"@e_commerce_king Clearly $MELI"  
[X Link](https://x.com/SashInvesting/status/2019179929561178595)  2026-02-04T22:43Z [----] followers, [---] engagements


"@FluentInQuality Be aware that the numbers are from the past the market is pricing the growth/risks in the future right now. It wasnt showing up in $PYPLs numbers until it was. It wasnt showing up in $UNHs numbers until it was. It wasnt showing up in $NVOs numbers until it was"  
[X Link](https://x.com/SashInvesting/status/2019309405393629543)  2026-02-05T07:17Z [----] followers, [--] engagements


"@TheLongInvest Doesnt matter. $PYPL is just not a good business thats all you need to know. Time to move on"  
[X Link](https://x.com/SashInvesting/status/2019433761126109565)  2026-02-05T15:31Z [----] followers, [---] engagements


"@fintegrate Of course they will but its the gamification of learning that makes $DUOL product unique (so far). People are literally addicted to the app not because of the learning language factor but because of the gaming factor. Dont know how the stock will play out though"  
[X Link](https://x.com/SashInvesting/status/2019740115950604490)  2026-02-06T11:49Z [----] followers, [--] engagements


"@Speedwell_LLC $CPNG is getting so incredibly cheap. The problem is that its so hard to assess from the outside what is going on there"  
[X Link](https://x.com/SashInvesting/status/2019775421533839393)  2026-02-06T14:09Z [----] followers, [---] engagements


"@ftr_investors $MELI will outperform from here💫"  
[X Link](https://x.com/SashInvesting/status/2019913744961400846)  2026-02-06T23:18Z [----] followers, [---] engagements


"@DrewCohenMoney You can see similar charts for $ADBE. Software companies have been really good at scaling subscriptions and add-ons while the customer is scaling as well"  
[X Link](https://x.com/SashInvesting/status/2020212466601320497)  2026-02-07T19:06Z [----] followers, [---] engagements


"@themotleyfool What do u like about it"  
[X Link](https://x.com/SashInvesting/status/2020961170602013163)  2026-02-09T20:41Z [----] followers, [----] engagements


"@DD17_Capital Yes sir I just happily added $SPGI to my portfolio today🤝"  
[X Link](https://x.com/SashInvesting/status/2020987913165529359)  2026-02-09T22:27Z [----] followers, [---] engagements


"These companies are reporting Earnings on Wednesday 28th January👇 $ASML (one of my core holdings) $MSCI $META $ADP Microsoft $MSFT Waste Management $WM Lam Research $LRCX Amphenol $APH Danaher $DHR ServiceNow $NOW Fair Isaac $FICO The Progressive Corp $PGR Houlihan Lokey $HLI"  
[X Link](https://x.com/anyuser/status/2016423126221869289)  2026-01-28T08:08Z [----] followers, [---] engagements


"These companies report earnings today (February [--] 2026)👇 🔹Nordic Semiconductor $NOD 🔹CellaVision $CEVI 🔹Addtech $ADDT 🔹Mettler-Toledo $MTD 🔹KKR $KKR 🔹International Exchange $ICE 🔹Linde $LIN 🔹Monolithic Power Systems $MPWR 🔹Amazon $AMZN (I own it👀) 🔹Fortinet $FTNT"  
[X Link](https://x.com/anyuser/status/2019317806160838825)  2026-02-05T07:50Z [----] followers, [---] engagements


"@TacticzH $BKNG looks attractive. Very shareholder-friendly company"  
[X Link](https://x.com/SashInvesting/status/2021700197475082382)  2026-02-11T21:37Z [----] followers, [--] engagements


"3 Jumbo Interactive Limited $JIN 🔸Rev 5Y CAGR: 15.6% 🔸EPS 5Y CAGR: 9.2% 🔸ROIC 5Y Average: 42.6% 🔸Forward P/E: [----] 🔸5Y Performance: -4.9% CAGR"  
[X Link](https://x.com/SashInvesting/status/1994861839851680234)  2025-11-29T20:11Z [----] followers, [----] engagements


"Earnings season is back💫 The following companies will report earnings on Tuesday 20th January👇 🔸Wise plc $WISE 🔸Wintrust Financial Corporation $WTFC 🔸D.R. Horton $DHI 🔸Karooooo Ltd $KARO 🔸Fastenal $FAST 🔸Interactive Brokers $IBKR 🔸Netflix $NFLX"  
[X Link](https://x.com/SashInvesting/status/2013526539988570115)  2026-01-20T08:18Z [----] followers, [---] engagements


"The following companies will report earnings on Wednesday 21st January👇 🔸Admicom Oyj $ADMCM 🔸Johnson & Johnson $JNJ 🔸The Charles Schwab Corporation $SCHW 🔸The Travelers Companies $TRV 🔸Teledyne Technologies $TDY Do you have any other stocks on your radar for today"  
[X Link](https://x.com/SashInvesting/status/2013914956542968168)  2026-01-21T10:01Z [----] followers, [---] engagements


"Manhattan Associates $MANH will report it's Q4 and FY [----] Earnings today💫 The stock compounded at a 16% CAGR since it's IPO but the stock is currently in a 45% drawdown which is one of the highest in the history of the company👀 Is $MANH getting interesting now"  
[X Link](https://x.com/SashInvesting/status/2016215751149912549)  2026-01-27T18:24Z [----] followers, [---] engagements


"The following companies report earnings on Thursday 29th January👇 $RVRC Secunet Security $YSN Celestica $CLS Keyence Nasdaq Inc $NDAQ Thermo Fisher $TMO Caterpillar $CAT Trane Technologies $TT Arthur J. Gallagher $AJG Stryker $SYK Mastercard $MA Visa $V KLA $KLAC"  
[X Link](https://x.com/SashInvesting/status/2016797484509548724)  2026-01-29T08:56Z [----] followers, [---] engagements


"@stonkmetal $FOUR seems like it is gaining share while $PYPL is obviously losing market share since YEARS (not only since today)"  
[X Link](https://x.com/SashInvesting/status/2018708902058033287)  2026-02-03T15:31Z [----] followers, [---] engagements


"@ReturnsJourney You could replace $SE with any other stock ticker right now and the post would still make sense"  
[X Link](https://x.com/SashInvesting/status/2019134958175154308)  2026-02-04T19:44Z [----] followers, [---] engagements


"@CarioCapital I would throw in $MELI and $ADYEN"  
[X Link](https://x.com/SashInvesting/status/2019179394992947381)  2026-02-04T22:40Z [----] followers, [---] engagements


"@FinanceJack44 How can you even compare $ZETA with companies like $GOOGL or $ASML"  
[X Link](https://x.com/SashInvesting/status/2021698835790127154)  2026-02-11T21:32Z [----] followers, [---] engagements


"@ReneSellmann For me $PYPL is as far away from incredibly tempting like Schalke [--] from winning the Bundesliga"  
[X Link](https://x.com/SashInvesting/status/2022038930007502898)  2026-02-12T20:03Z [----] followers, [---] engagements


"The following companies report earnings today👇 (🗓Monday 10th November) Kainos Group H1 results $KNOS San Lorenzo Q3 $SL Monday Q3 $MNDY Camtek Q3 $CAMT VirTra Q3 $VTSI"  
[X Link](https://x.com/SashInvesting/status/1987784095162605569)  2025-11-10T07:27Z [----] followers, [---] engagements


"The following companies report earnings today (🗓13th November)👇 Norbit $NORBT Siemens $SIE MBB SE $MBB Eckert & Ziegler $EUZ Sygnity $SGN Reply S.p.A. $REY NICE Ltd $NICE Brookfield Corporation $BN Walt Disney $DIS Applied Materials $AMAT Nu Holdings $NU"  
[X Link](https://x.com/SashInvesting/status/1988869226363322729)  2025-11-13T07:19Z [----] followers, [---] engagements


"Poland is one of the fastest growing economies in Europe and the stock market achieved above-average returns in 2025💫 Here are [--] stocks from Poland that I am watching closely right now👇"  
[X Link](https://x.com/SashInvesting/status/2007489163613090267)  2026-01-03T16:28Z [----] followers, [---] engagements


"@ReneSellmann As I shared in a one of my posts recently: $KLE Grupa Klepsydra S.A. is the leading player in the highly fragmented funeral services market and is acquiring & modernizing smaller family-owned funeral homes to achieve economies of scale. 🔸Revenue growth LTM: 49.85% 🔸P/E: 25"  
[X Link](https://x.com/SashInvesting/status/2007768433791025576)  2026-01-04T10:57Z [----] followers, [---] engagements


"I think now is the time to look at Small-Caps since many Large-Cap Stocks are pretty expensive right now👀 On S*bstack I just wrote about my latest stock discoveries that I discovered during the week and that I find interesting✅ $DAD $ITECH Link in the comments👇"  
[X Link](https://x.com/SashInvesting/status/2010724511675728182)  2026-01-12T14:44Z [----] followers, [---] engagements


"This is so insane👀 Ferrari stock is in it's biggest drawdown EVER and still trades for a 35x Earnings Multiple. $RACE"  
[X Link](https://x.com/SashInvesting/status/2011747096257507786)  2026-01-15T10:27Z [----] followers, [----] engagements


"@F_Compounders $BC is a great business but it has always been so pricey"  
[X Link](https://x.com/SashInvesting/status/2012819342153384001)  2026-01-18T09:28Z [----] followers, [---] engagements


"@BRuss008 $MELI"  
[X Link](https://x.com/SashInvesting/status/2016110639307981012)  2026-01-27T11:26Z [----] followers, [---] engagements


"@fintegrate This is just the beginning I believe this is gonna be a great year for $MELI shareholders"  
[X Link](https://x.com/SashInvesting/status/2016248022875746794)  2026-01-27T20:32Z [----] followers, [---] engagements


"@FluentInQuality $MELI will outperform from here"  
[X Link](https://x.com/SashInvesting/status/2016644584885915823)  2026-01-28T22:48Z [----] followers, [---] engagements


"@meetblossomapp $DUOL is certainly appealing here but I am not buying right now"  
[X Link](https://x.com/SashInvesting/status/2017988123402133565)  2026-02-01T15:47Z [----] followers, [---] engagements


"@Gubloinvestor $MELI"  
[X Link](https://x.com/SashInvesting/status/2018270523822653683)  2026-02-02T10:29Z [----] followers, [--] engagements


"@vanazadian If SpaceX is worth 1.5Trillion then Waymo can be worth 100billion. Crazy times"  
[X Link](https://x.com/SashInvesting/status/2018271012660408455)  2026-02-02T10:31Z [----] followers, [--] engagements


"@FluentInQuality Hmm why shouldn't someone like $GOOGL be able to do and offer this themselves"  
[X Link](https://x.com/SashInvesting/status/2018433369927725366)  2026-02-02T21:16Z [----] followers, [--] engagements


"@InvestingCanons Clearly $GOOGL because I own it. I dont like the hype around $AMD and $PLTR either"  
[X Link](https://x.com/SashInvesting/status/2018434374631383162)  2026-02-02T21:20Z [----] followers, [---] engagements


"@CapexAndChill I think leaving emotions out in investing is the biggest take away here. It is/was so obvious that $PYPL was losing share in a highely competitive space and that a turnaround would be everythinh but certain. Nevertheless people chased the stock simply because it was cheap"  
[X Link](https://x.com/SashInvesting/status/2018699763894337555)  2026-02-03T14:55Z [----] followers, [---] engagements


"@david_katunaric Yeah one should usually stay away from hyped stocks with a lot of followers that are pushing a stock because it looks "cheap""  
[X Link](https://x.com/SashInvesting/status/2018718661918314617)  2026-02-03T16:10Z [----] followers, [---] engagements


"@Kaizen_Investor Looks still expensive tough especially considering the growth"  
[X Link](https://x.com/SashInvesting/status/2018719633813970972)  2026-02-03T16:14Z [----] followers, [--] engagements


"@PronkDaniel $PYPL has become a PR machine since Chriss took over. But that has nothing to do with the actual business where they are facing massive competition from some of the most powerful businesses in the world & are loosing market share as the numbers show since a couple of years now"  
[X Link](https://x.com/SashInvesting/status/2018804035382616409)  2026-02-03T21:49Z [----] followers, [---] engagements


"@Stock_Inf0 Is this including the investment gain from OpenAI"  
[X Link](https://x.com/SashInvesting/status/2018804345207492722)  2026-02-03T21:50Z [----] followers, [--] engagements


"@BramVGenechten What if $AMZN or $GOOGL are raising CapEx Lets find out soon"  
[X Link](https://x.com/SashInvesting/status/2018806403943813448)  2026-02-03T21:58Z [----] followers, [--] engagements


"@BramVGenechten @oguzerkan Windows Outlook Excel Teams etc is no ecosystem There are millions of companies out there that wouldnt be able to operate without Microsoft"  
[X Link](https://x.com/SashInvesting/status/2018813406053302300)  2026-02-03T22:26Z [----] followers, [--] engagements


"@wolfofharcourt Even before this earnings report $PYPL stock was down like 80% FOR A REASON"  
[X Link](https://x.com/SashInvesting/status/2018949286663266664)  2026-02-04T07:26Z [----] followers, [---] engagements


"@jbulltard1 I think it's turkish Lira"  
[X Link](https://x.com/SashInvesting/status/2019162960216879459)  2026-02-04T21:35Z [----] followers, [---] engagements


"3RVRC Holding AB $RVRC - offers high-quality functional clothing for an active lifestyle (Sweden) 🟢5Y Rev CAGR: 37.8% 🟢High & increasing ROCE (LTM): 28.8% 🟢Net Cash: 158.02M SEK 🟢Forward P/E: 19"  
[X Link](https://x.com/SashInvesting/status/2009983631469752806)  2026-01-10T13:40Z [----] followers, [---] engagements


"A ton of companies are reporting earnings this week👀 Tomorrow (Tuesday) we got👇 Tomra Systems $TOM Lifco $LIFCO-B Danaher $DHR Medpace $MED Nucor $NUE Moody's $MCO L'OREAL $OR Texas Instruments $TXN Interparfums $ITP"  
[X Link](https://x.com/SashInvesting/status/1848387367947665488)  2024-10-21T15:34Z [----] followers, [---] engagements


"$RVRC Holding AB provides outdoor and active lifestyle apparels in Sweden. Revenue 5Y CAGR: 45% EPS 5Y CAGR: 45% Gross margin: 65% Net cash position Dividend Yield: 2.62% ➡PE: [--] ➡FCF Yield: 6.85% Forecast: 🟢Rev Fwd 2Y: 14.5% 🟢EPS Fwd 2Y: 14.12%"  
[X Link](https://x.com/SashInvesting/status/1852291682613538973)  2024-11-01T10:08Z [----] followers, [---] engagements


"$ASM International reported it's Q3 results today👇 🔸Rev +8% 🔸Gross Margin 51.9% vs 49.4% 🔸Adj Operating profit +13% 🔸Adj Operating margin: 30.9% vs 28.2% 🔸New orders -17% due to lower China orders "Despite a projected slow start we expect $ASM revenue to grow in 2026.""  
[X Link](https://x.com/SashInvesting/status/1983296891933851666)  2025-10-28T22:16Z [----] followers, [---] engagements


"6. RVRC Holding AB - offers high-quality functional clothing for an active lifestyle $RVRC 🟢5Y Rev CAGR: 45.26% 🟢High & increasing ROCE (LTM): 31.3% 🟢Net Debt: [----] Mio SEK 🟢P/E: [-----] 🟢FCF Yield: 6.6%"  
[X Link](https://x.com/SashInvesting/status/1829588504898363515)  2024-08-30T18:34Z [----] followers, [----] engagements


"5 Small Cap stocks trading below 20x Earnings & ROCE 20% [--] Mo-BRUK $MBR company engages in the storage disposal and recycling of industrial medical and municipal waste. 🟢Rev 5Y growth: 17.26% 🟢Rev Fwd 2Y: 17.96% 🟢ROCE: 36% 🟢P/E: [-----] 🟢5Y Performance: 202%"  
[X Link](https://x.com/SashInvesting/status/1848023743869694168)  2024-10-20T15:29Z [----] followers, [---] engagements


"Technogym $TGYM designs manufactures and sells fitness equipment worldwide. Founder-led Gross margin: 44% ROCE: 23% High cash conversion Net cash position Dividend Yield: 2.62% ➡EV/EBIT: [--] ➡FCF Yield: 6.4% Forecast: 🟢Rev Fwd 2Y: 8.55% 🟢EPS Fwd 2Y: 11.75%"  
[X Link](https://x.com/SashInvesting/status/1852291679262331042)  2024-11-01T10:08Z [----] followers, [---] engagements


"Today's earnings day👇 Norbit ASA $NORBT Shelly Group $SLYG Mo-BRUK $MBR $ASML (Investor Day) Nagarro SE NICE Ltd. $NICE Walt Disney $DIS Brookfield Corporation $BN Applied Materials $AMAT Eckert & Ziegler $EUZ Reply S.p.A. $REY"  
[X Link](https://x.com/SashInvesting/status/1856985787381752270)  2024-11-14T09:01Z [----] followers, [----] engagements


"Here is an overview of the earnings that we can look forward to today👇 $ATD Alimentation Couche-Tard $EDEN Edenred $TBBB BBB Foods $WDAY Workday $ADSK Autodesk $PD Pagerduty $CRWD Crowdstrike $IWS Integrated Wind Solutions $KRI Kri-Kri Milk Industry"  
[X Link](https://x.com/SashInvesting/status/1861301911040766427)  2024-11-26T06:52Z [----] followers, [----] engagements


"🗓The following companies report earnings today (Tuesday [--] July) Part 1/2👇 Daikin Industries Gartner $IT Digital Ocean $DOCN Zebra Technologies $ZBRA Caterpillar $CAT Shift4 Payments $FOUR Axcelis $ACLS Zoetis $ZTS Semrush Holdings $SEMR Camtek $CAMT"  
[X Link](https://x.com/SashInvesting/status/1952636725961871735)  2025-08-05T07:44Z [----] followers, [----] engagements


"🗓The following companies report earnings today (Tuesday [--] July) Kelly Partners Group $KPG RVRC Holding $RVRC Sea Limited $SE On Holding $ONON Nexus AG $NXU Secunet $YSN"  
[X Link](https://x.com/SashInvesting/status/1955147998087852450)  2025-08-12T06:03Z [----] followers, 11.1K engagements


"The following quality firms are reporting earnings today👇 Edenred $EDEN Interparfums $IPAR L'Oreal $OR Danaher $DHR Nasdaq $NDAQ Elevance Health $ELV Philip Morris $PM Intuitive Surgical $ISRG Manhattan Associates $MANH Texas Instruments $TXN Netflix $NFLX"  
[X Link](https://x.com/SashInvesting/status/1980516003328249966)  2025-10-21T06:06Z [----] followers, [---] engagements


"Nasdaq Inc. $NDAQ with great Q3 results👇 Highlights: 🔸Net revenue +11% 🔸ARR +9% 🔸Operating margin up [--] ppt (54%➡56%) 🔸Diluted EPS +19% 🔸OCF down 9% 🔸FCF conversion ratio: 110% 🔸FCF: $516M (used $155M for dividends and $115M for buybacks) vs $305M in Q3 '24"  
[X Link](https://x.com/SashInvesting/status/1980598742215487550)  2025-10-21T11:35Z [----] followers, [---] engagements


"We got a lot of earnings reports today especially in the Small & Mid Cap sector👇 $EVO $BONEX $RVRC $ADDT.B $ATCO.A $IVSO $GOFORE $DSY $AJB $DSV $AOF $BESI Ferretti S.p.A. (9638) Takeuchi Mfg. Co (6432) $URI $ROP $MEDP $POOL $ORLY $TSCO"  
[X Link](https://x.com/SashInvesting/status/1981243005588717892)  2025-10-23T06:15Z [----] followers, [----] engagements


"Another interesting Earnings Week just started💫 🗓Today (Monday 3rd November): 🔸Bruker Corp $BRKR 🔸IDEXX Laboratories $IDXX 🔸ON Semiconductor $ON 🔸Napco Security $NSSC 🔸Hims & Hers $HIMS 🔸Palantir $PLTR 🔸Lattice Semiconductor $LSCC"  
[X Link](https://x.com/SashInvesting/status/1985292481441796590)  2025-11-03T10:26Z [----] followers, [---] engagements


"$ADYEN expands inperson payments launching [--] new terminals S1E4 Pro: all-in-one mobile device that is spill&drop proof targeted at the Food&Beverage space. S1F4 Pro: all-in-one portable Android device offering printing power for enhanced flexibility in dynamic retail & service"  
[X Link](https://x.com/SashInvesting/status/1986370583563735258)  2025-11-06T09:50Z [----] followers, [---] engagements


"There are some interesting payment stocks out there which might be interesting valuation wise (e.g. $FOUR) but if you only focus on the quality of the business $ADYEN is ahead of all of them imo. Exceptional Business💫 $ADYEN Adyen is hosting its Investor Day in Amsterdam today and has announced the following targets: 📈 Net revenue growth: around 20% per year from [----] onward 💰 EBITDA margin: rising to above 55% by [----] 🏗 CapEx: up to 5% of net revenue Adyen is up +3.6% on the news 📈 https://t.co/bB7EaAqJ6K $ADYEN Adyen is hosting its Investor Day in Amsterdam today and has announced the"  
[X Link](https://x.com/SashInvesting/status/1988202684172955856)  2025-11-11T11:10Z [----] followers, [----] engagements


"$TDG TransDigm might be one of the most underrated compounding stocks in the market. The stock has achieved a CAGR of 22.6% since [----]. Q4 results: 🔸Sales +12% 🔸EBITDA +22% 🔸EPS +34% FY [----] Guidance (Mid-Point): 🔸Sales +11.5% 🔸EPS: $32.57 vs $32.08 in FY '25 🟢Stock +2%"  
[X Link](https://x.com/SashInvesting/status/1988644876205047972)  2025-11-12T16:27Z [----] followers, [---] engagements


"Here are my [--] biggest holdings right now💫including their allocation in my portfolio and my assessment of whether the stocks are currently worth buying👇 [--] $MELI: 14.62% - STRONG BUY [--] $ASML: 14.51% - HOLD [--] $ADYEN: 11.03% - BUY [--] $HAYPP: 10.54% - BUY [--] $GOOG: 10.30% - HOLD"  
[X Link](https://x.com/SashInvesting/status/1990898644120211910)  2025-11-18T21:43Z [----] followers, [---] engagements


"The following stocks will report earnings on Tuesday 25th November👇 Alibaba $BABA Alimentation Couche-Tard $ATD Workday $WDAY Zscaler $ZS Autodesk $ADSK PagerDuty $PD Integrated Wind Solutions $IWS"  
[X Link](https://x.com/SashInvesting/status/1993071563122626705)  2025-11-24T21:37Z [----] followers, [---] engagements


"2 Synektik Splka Akcyjna $SNT 🔸Rev 5Y CAGR: 37% 🔸EPS 5Y CAGR: 72% 🔸ROIC 5Y Average: 28.8% 🔸Forward P/E: [----] 🔸5Y Performance: 58.4% CAGR"  
[X Link](https://x.com/SashInvesting/status/1994861837481894136)  2025-11-29T20:11Z [----] followers, [----] engagements


"4 Mo-BRUK $MBR 🔸Rev 5Y CAGR: 12.1% 🔸EPS 5Y CAGR: 12.5% 🔸ROIC 5Y Average: 41.9% 🔸Forward P/E: [--] 🔸5Y Performance: 3.5% CAGR"  
[X Link](https://x.com/SashInvesting/status/1994861844058808459)  2025-11-29T20:11Z [----] followers, [----] engagements


"5 Moury Construct $MOUR 🔸Rev 5Y CAGR: 10.7% 🔸EPS 5Y CAGR: 26% 🔸ROIC 5Y Average: 44.9% 🔸P/E: [--] 🔸5Y Performance: 27.1% CAGR"  
[X Link](https://x.com/SashInvesting/status/1994861847904956432)  2025-11-29T20:11Z [----] followers, [----] engagements


"6 OTC Markets $OTCM 🔸Rev 5Y CAGR: 11.5% 🔸EPS 5Y CAGR: 11.9% 🔸ROIC 5Y Average: 47.2% 🔸Forward P/E: [----] 🔸5Y Performance: 8.1% CAGR"  
[X Link](https://x.com/SashInvesting/status/1994861851772162525)  2025-11-29T20:11Z [----] followers, [----] engagements


"4 $FOUR 🔸Market Cap: $4.6B 🔸Rev 5Y CAGR: 38.6% 🔸EPS 5Y CAGR: 38.9% 🔸$1B buyback program in place 🔸Forward P/E: 11"  
[X Link](https://x.com/SashInvesting/status/1998850085116064055)  2025-12-10T20:19Z [----] followers, [---] engagements


"5 $RELY 🔸Market Cap: $2.96B 🔸Rev 5Y CAGR: 58.4% 🔸Clean balance sheet (net cash position) 🔸$200M buyback program in place 🔸Forward P/E: 16"  
[X Link](https://x.com/SashInvesting/status/1998850088534421615)  2025-12-10T20:19Z [----] followers, [---] engagements


"1 $KLE Grupa Klepsydra S.A. is the leading player in the highly fragmented funeral services market and is acquiring & modernizing smaller family-owned funeral homes to achieve economies of scale. 🔸Revenue growth LTM: 49.85% 🔸P/E LTM: [--] 🔸10Y Stock Performance: 3900%🚀"  
[X Link](https://x.com/SashInvesting/status/2007489167144734883)  2026-01-03T16:28Z [----] followers, [---] engagements


"2 $DNP Dino Polska S.A. is a leading grocery retailer that focuses on smaller towns & rural areas owning nearly all of its land & store buildings which leads to rapid standardized expansion. 🔸Revenue growth LTM: 15.1% 🔸P/E LTM: [--] 🔸10Y Stock Performance: 993.3%🚀"  
[X Link](https://x.com/SashInvesting/status/2007489170424361142)  2026-01-03T16:28Z [----] followers, [---] engagements


"@BramVGenechten For [----] its LTM (so including Q4 from the previous year because Q4 [----] results arent out yet). $ADYEN is growing their topline 20% and this is also the mid-term guidance they gave on the investor day so no slowdown expected"  
[X Link](https://x.com/SashInvesting/status/2009536082606764300)  2026-01-09T08:01Z [----] followers, [---] engagements


"@BramVGenechten I don't think $ADYEN is a commodity business. The overall sector yes. That might be a reason why a lot of payment stocks are trading for very low valuations right now. $ADYEN isn't. In most cases you have to pay up for quality"  
[X Link](https://x.com/SashInvesting/status/2009540336964784303)  2026-01-09T08:18Z [----] followers, [---] engagements


"@Quality_stocksA I own $ADYEN and $MA 💫"  
[X Link](https://x.com/SashInvesting/status/2009729095643410718)  2026-01-09T20:48Z [----] followers, [---] engagements


"2 Hortico S.A. $HOR - Polish grower and distributor of plants and other garden articles 🟢5Y Rev CAGR: 10.4% 🟢High & increasing ROCE (LTM): 21.1% 🟢Net Cash: 660K PLN 🟢P/E: 7"  
[X Link](https://x.com/SashInvesting/status/2009983627883696563)  2026-01-10T13:40Z [----] followers, [---] engagements


"7 Legacy Education Inc. $LGCY - provides education services to students high school graduates and working parents in the US 🟢5Y Rev CAGR: 31.3% 🟢High ROCE (LTM): 17.5% 🟢Net Cash: $4.19M 🟢P/E: 19"  
[X Link](https://x.com/SashInvesting/status/2009983644740526442)  2026-01-10T13:40Z [----] followers, [---] engagements


"AJ Bell $AJB (a big investment platform) gave it's trading update for the end of FY [----] today👇 🔸Customers up 20% YoY 🔸Record Platform Assets under Administration +21% YoY 🔸Record gross inflows of 4.6B (2024: 3.6B) 🔸Net inflows of 1.5B (2024: 1.4B) Stock is up +5%🚀"  
[X Link](https://x.com/SashInvesting/status/2014333538800156909)  2026-01-22T13:45Z [----] followers, [---] engagements


"@FluentInQuality $QLYS is a pretty consistent grower and I like the business. I used to own it but I decided to exit after realizing that the competitive landscape is quite difficult for me to assess"  
[X Link](https://x.com/SashInvesting/status/2016229551018217735)  2026-01-27T19:19Z [----] followers, [---] engagements

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