[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.] #  @SayNoToTrading Say No To Trading There are various discussions happening on social media about different stocks, with some users sharing their personal experiences with trading and specific companies. Some users are discussing their investments in companies like PayPal, TradeWeb, and MarketAxess, while others are sharing their opinions on stocks like Cava, Oscar Health, and Dexcom. The conversations also touch on topics like trading errors, app issues, and market trends. ### Engagements: XXXXX [#](/creator/twitter::1880059139419959296/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX +0.03% - X Months XXXXXXXXX +1,465% ### Mentions: XXX [#](/creator/twitter::1880059139419959296/posts_active)  - X Week XXX +10% - X Month XXX -XXXX% - X Months XXXXX +189% ### Followers: XXXXXX [#](/creator/twitter::1880059139419959296/followers)  - X Week XXXXXX +1.60% - X Month XXXXXX +11% - X Months XXXXXX +922% ### CreatorRank: XXXXXXX [#](/creator/twitter::1880059139419959296/influencer_rank)  ### Social Influence [#](/creator/twitter::1880059139419959296/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [technology brands](/list/technology-brands) XXXX% [automotive brands](/list/automotive-brands) XXXX% [luxury brands](/list/luxury-brands) XXXX% [countries](/list/countries) XXXX% [exchanges](/list/exchanges) XXXX% [currencies](/list/currencies) XXXX% [fashion brands](/list/fashion-brands) XXXX% **Social topic influence** [stocks](/topic/stocks) #4279, [has been](/topic/has-been) 0.94%, [$isrg](/topic/$isrg) #23, [all the](/topic/all-the) 0.88%, [long term](/topic/long-term) #854, [$wso](/topic/$wso) #1, [$meli](/topic/$meli) #43, [$bmi](/topic/$bmi) #4, [$spgi](/topic/$spgi) #32, [$efx](/topic/$efx) #4 **Top accounts mentioned or mentioned by** [@amitisinvesting](/creator/undefined) [@leonelissen](/creator/undefined) [@slim20359096](/creator/undefined) [@rentyourstocks](/creator/undefined) [@brent_e_trader](/creator/undefined) [@jonnagap](/creator/undefined) [@unusualwhales](/creator/undefined) [@hdt555el](/creator/undefined) [@caretak8r](/creator/undefined) [@durablecreators](/creator/undefined) [@qualityinvest5](/creator/undefined) [@triberuffner](/creator/undefined) [@invest091](/creator/undefined) [@nameistinna](/creator/undefined) [@behavioralbull](/creator/undefined) [@brentetrader](/creator/undefined) [@tadeuzwitkow](/creator/undefined) [@vijaysanatanii](/creator/undefined) [@taobanker](/creator/undefined) [@winnerinvestor](/creator/undefined) **Top assets mentioned** [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Watsco, Inc. (WSO)](/topic/$wso) [MercadoLibre Inc (MELI)](/topic/$meli) [Bridge Mutual (BMI)](/topic/$bmi) [S&P Global Inc (SPGI)](/topic/$spgi) [Effect.AI (EFX)](/topic/$efx) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Waste Connections, Inc. (WCN)](/topic/$wcn) [Casella Waste Systems Inc (CWST)](/topic/$cwst) [Copart, Inc. (CPRT)](/topic/$cprt) [MarketAxess Holdings Inc. (MKTX)](/topic/$mktx) [Roper Technologies Inc (ROP)](/topic/$rop) [Morningstar, Inc. (MORN)](/topic/$morn) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Fiserv, Inc. (FI)](/topic/$fi) [UnitedHealth Group (UNH)](/topic/$unh) [Factset Research Systems, Inc. (FDS)](/topic/$fds) [Danaher Corporation (DHR)](/topic/$dhr) [Ferrari N.V. (RACE)](/topic/$race) [Progressive Corp (PGR)](/topic/$pgr) [Moody's Corporation (MCO)](/topic/$mco) [Watsco, Inc. Class B (WSO.B)](/topic/$wsob) [Helium IOT (IOT)](/topic/$iot) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Msci Inc (MSCI)](/topic/$msci) [Marsh & McLennan Companies, Inc. (MMC)](/topic/$mmc) [Waste Management, Inc. (WM)](/topic/$wm) [Republic Services, Inc. (RSG)](/topic/$rsg) [Cintas Corporation (CTAS)](/topic/$ctas) [Tesla, Inc. (TSLA)](/topic/$tsla) [Elevance Health Inc (ELV)](/topic/$elv) [CSW Industrials, Inc. (CSW)](/topic/$csw) [Heroes of NFT (HON)](/topic/$hon) [Wat (WAT)](/topic/$wat) [TrueBit (TRU)](/topic/$tru) [CAVA Group, Inc. (CAVA)](/topic/$cava) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [MURPHY USA INC. (MUSA)](/topic/$musa) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [Verisk Analytics, Inc. (VRSK)](/topic/$vrsk) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Centene Corp (CNC)](/topic/$cnc) [Trimble Inc (TRMB)](/topic/$trmb) [Church & Dwight Co., Inc. (CHD)](/topic/$chd) [CME Group Inc (CME)](/topic/$cme) [Casey's General Stores, Inc. (CASY)](/topic/$casy) [Neurobro (BRO)](/topic/$bro) [Arthur J. Gallagher & Co. (AJG)](/topic/$ajg) [Costco Wholesale Corporation (COST)](/topic/costco) [Costco Hot Dog (COST)](/topic/$cost) [Morgan Stanley (MS)](/topic/morgan-stanley) [Descartes Systems Group Inc (DSGX)](/topic/$dsgx) [Clean Harbors, Inc (CLH)](/topic/$clh) [IDEX Corporation (IEX)](/topic/$iex) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [SBET (SBET)](/topic/$sbet) [Bull Market (BULL)](/topic/$bull) [CSW Industrials, Inc (CSWI)](/topic/$cswi) [Lemonade, Inc. (LMND)](/topic/$lmnd) [GLOBANT S.A. (GLOB)](/topic/$glob) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Jack Henry & Associates, Inc. (JKHY)](/topic/$jkhy) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Kenvue Inc. (KVUE)](/topic/$kvue) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Berkshire Hathaway Inc. (BRK.A)](/topic/$brka) [Decentral Games ICE (ICE)](/topic/$ice) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [The Baldwin Insurance Group, Inc. Class A Common Stock (BWIN)](/topic/$bwin) ### Top Social Posts [#](/creator/twitter::1880059139419959296/posts) --- Top posts by engagements in the last XX hours "Next Thursday after close are Samsara $IOT earnings. Thanks to your help it seemed to get the votes among highest quality SaaS names with a hardware component to minimize AI disruption risk. Similar to $AXON $BMI $ISRG $TRMB. Owned all those and some for very long time but always held off on Samsara stock due to same reason we all do; valuation. To recap I started a small $IOT position on Aug 14th after that conversation at $XX. Then when it re-visited that level last Wed I bought more. Currently have 1k shares. I don't know the company/industry well enough to make an informed earnings" [X Link](https://x.com/SayNoToTrading/status/1961483712769744923) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-08-29T17:38Z 10.8K followers, 12.6K engagements "Once I put a ticker on iPhone stock app I am getting serious about buying. I keep very few individual names on there mainly just use it for US and global markets. Waters $WAT hit $XXXXXX and you know I like pretty numbers. As to why I like Waters my recent post on $A Agilent touches on them: Long term $WAT slightly beats S&P but recent bear market in life sciences has them underperforming. I'm thinking next X years likely to be opposite of last X. Do note that in July Waters announced they will get into the flow cytometry business with its purchase of Becton Dickinson $BDX biosciences and" [X Link](https://x.com/SayNoToTrading/status/1963275796380078210) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-03T16:20Z 10.8K followers, 8559 engagements "@vijs2k I added on $SPGI but not $MSCI" [X Link](https://x.com/SayNoToTrading/status/1969100104859635996) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-19T18:03Z 10.8K followers, XXX engagements "Regarding Samsara $IOT $QCOM $TRMB and my friend who sells trucking SaaS and was at the Intermodal EXPO in LA last week" [X Link](https://x.com/SayNoToTrading/status/1970915455507497396) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-24T18:17Z 10.8K followers, 4463 engagements "For what they are I prefer Church & Dwight $CHD over Kenvue $KVUE. However I did buy 1k shares at $XXXXX just now. Though really Im just buying the $JNJ spinoff back which I sold shortly after receiving. Ive owned Johnson & Johnson stock since the exact Covid bottom which was March XX 2020 for the S&P. Since I have been trying to reduce dividends in recent years not sure I will keep these $KVUE long term. I just like buying controversy and falling knives" [X Link](https://x.com/SayNoToTrading/status/1971620353895240188) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-26T16:58Z 10.8K followers, 4621 engagements "I did add about $100k of Constellation Software $CSU $CSU.TO $CNSWF yesterday but only intend to keep the lowest cost XX shares I add. If we go lower Ill buy more and increase the net add to +33 +50 and so on. The upcoming call on Wednesday regarding Mark Leonard to Mark Miller may or may not be clearing event. I just wish this was not such a loved stock. Id feel better buying it if there was more negative sentiment right now. I have yet to see that. There are too many new investors in it the past couple of years and I could see it falling out of favor with them if downtrend continues since" [X Link](https://x.com/SayNoToTrading/status/1971969277902336314) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-27T16:04Z 10.8K followers, 9218 engagements "Speaking of Equifax $EFX drop on $FICO news I also did a XX share nibble on TransUnion $TRU today. You can see where I originally bought on Oct XX 2023. That day is X year low. Both of these companies as well as Experian $EXPGY $EXPGF $EXPN each bottomed on Oct XX XX and XX 2023 (different stock each day). Equifax is higher quality than TransUnion especially with their newer employment background verification service. So I'm not in a hurry to add on $TRU. If we hit $XX I will nibble probably XX shares" [X Link](https://x.com/SayNoToTrading/status/1973806245477036154) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-02T17:44Z 10.8K followers, 6809 engagements "Cant click this headline because I wouldnt pay CNBC a dollar but isnt this a bit premature Im a former long-time $OXY shareholder before Tricky Vicki ruined the balance sheet with Anadarko deal in 2019. Even with Buffetts usurious financing to fund that deal - so $OXY could do so without shareholder vote - it has not exactly been a great investment for $BRK.A $BRK.B. I admit OxyChem is among the more attractive parts of their business and when chemicals are back in it will be attractive. Thing is as with all of Tricky Vickis terrible decisions the best way to monetize that would be do an IPO" [X Link](https://x.com/SayNoToTrading/status/1974872895987011620) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-05T16:22Z 10.8K followers, 4607 engagements "Since the house always wins I always prefer to own the casino over the most egregious casino stocks. I'm talking the exchanges like $ICE $CME $NDAQ $COIN as well as brokers $HOOD $IBKR. As to what casino stocks are you know what they are and I'm not talking $WYNN. When it comes to Intercontinental Exchange $ICE I really love the Polymarket deal. Gambling of the future will not be at physical slot machines but rather Polymarket Kalshi sports and meme stocks. Though after next market crash meme stocks will be go out of style possibly for several years. However their behavior won't change" [X Link](https://x.com/SayNoToTrading/status/1975954154268110909) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-08T15:59Z 10.8K followers, 4778 engagements "For those who say retail participation in this euphoria is nothing like 2021 I present you this chart" [X Link](https://x.com/SayNoToTrading/status/1976037938334171429) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-08T21:32Z 10.8K followers, 17.9K engagements "@ryan_vlnstudy I missed $WCN on that Thursday while walking dog. My add target was at $170.xx which it hit briefly that day" [X Link](https://x.com/SayNoToTrading/status/1976043513751142645) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-08T21:54Z 10.8K followers, XXX engagements "@HatedMoats You mean here I did buy before this though starting at I think $120" [X Link](https://x.com/SayNoToTrading/status/1976059067169898601) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-08T22:56Z 10.8K followers, XXX engagements "Debating add on $DLO today. New position small. I want to keep it small as $MELI is only name there I feel comfortable with in a sizable amount" [X Link](https://x.com/SayNoToTrading/status/1976684213555679266) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-10T16:20Z 10.8K followers, 9059 engagements "A lot of people are saying I'm a stable genius for my $ISRG on Friday. My good friend Vlad runs a fabulous operation over at $HOOD" [X Link](https://x.com/SayNoToTrading/status/1977741735254962667) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-13T14:22Z 10.8K followers, 8639 engagements "Latest $CAVA stock boots-on-the-ground research. Summary: As both shareholder and customer I am pissed at @cava as their operations are a total disaster. To recap I have been eating at Cava for 8+ years and quality has declined dramatically in 2025. I'll refrain from the universal rants on recent portion sizes and stick with my visit yesterday: - Visited Laguna Niguel location at 5:20 pm on Sunday. - Not busy at all which makes what comes next especially inexcusable. - No falafels and a XX minute wait for them in same breath they say they are most popular protein along with chicken (so why" [X Link](https://x.com/SayNoToTrading/status/1977869811352027461) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-13T22:51Z 10.8K followers, 12.9K engagements "Sailpoint $SAIL earnings before bell on Tues. Thoma Bravo took this cybersecurity stock private in 2022 did their usual shenanigans then dumped on market with an IPO in Feb. Well I have heard they are good at what they do they are an older company founded in 2005. $OKTA is supposedly easier and cheaper to use than $SAIL. As market maintains momentum we are getting more and more lower quality IPOs like this. Many trying to ride coattails of whatever hot themes there are. Be careful. If you participated in $SAIL IPO like I did you lost money. I knew better as to the lower quality of this" [X Link](https://x.com/SayNoToTrading/status/1964773313718493538) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-07T19:30Z 10.8K followers, 5758 engagements "Chewy $CHWY earnings before bell on Wed. No predictions and dont really care about quarterly noise. This is one of the few retailers which $AMZN does a horrible job competing against. Did I tell you about the time Amazon sent me an open and oxidized bag of my dogs Rx food Wasted an hour to get refund to get thru to human customer service to take all sorts of photos to satisfy the proof. Similar happened with Chewy. Took a X min call to fix. Replacement bag arrived next day. Just as I think all pet owners should own some IDEXX Laboratories $IDXX stock so theyre less pissed about the cost of" [X Link](https://x.com/SayNoToTrading/status/1965635210000957840) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-10T04:35Z 10.8K followers, 5847 engagements "Now that they rebounded to green sold my highest cost shares from the drop in Constellation Software $CSU $CSU.TO $CNSWF. As previously discussed only keeping this lowest cost new lot of XX shares at $2666 USD. Unless we go lower in which I will add more. As I've been saying the big problem with Constellation is not Mark Leonard stepping down. Nor is it AI in and of itself. The reason AI is the problem is because they buy a bunch of low quality software paying a multiple of 2-4x which tells you the quality. This is low hanging fruit for replicating with AI-assisted coding. The moat $CSU had" [X Link](https://x.com/SayNoToTrading/status/1974123407769022749) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-03T14:44Z 10.8K followers, 6113 engagements "People need to stop asking if Im selling $RKLB Rocket Lab The answer for it and every stock I own is on the top of my main feed in white font on black background. I guess the first 20k shares are now up around 1800%. The other 6k are from this year at $16-39" [X Link](https://x.com/SayNoToTrading/status/1975936247286931878) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-08T14:48Z 10.8K followers, 18.7K engagements "@Veganhippo21 @cava Did you go long though $CELH at the lows I had more but this is what I'm holding. Yes I know Celsius is garbage but I made the mistake of missing Monster $MNST during the 00s. If you can sustain sales and brand remains intact outsourced bottling equals a nice high margin biz" [X Link](https://x.com/SayNoToTrading/status/1978113249494397238) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-14T14:58Z 10.8K followers, XXX engagements "Not that I have any interest in buying here but I would choose lucky #13 $ANET over #1 $ALAB on this list if forced to choose. Not saying Astera can't bounce stronger. What I'm saying is at today's valuation which would I rather own X years from now I am biased as I've owned $ANET since $XX but seriously have looked into $ALAB tech pre-IPO and it's no Arista" [X Link](https://x.com/SayNoToTrading/status/1978186454225612845) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-14T19:49Z 10.8K followers, 9542 engagements "As a dip buyer why am I NOT buying Blackstone $BX Apollo $APO Ares $ARES Blue Owl $OWL Carlyle $CG KKR $KKR or the first domino to fall Jefferies $JEF They're all quality but only quality for what they are. Black boxes. I like to know what I own. Plus they're too boom-bust for me. I admit some are better than others and if I was going to buy today probably $ARES or $APO. $BX current price is still XX% higher than it was in early summer. The last good time to buy it was during the private REIT redemption scandal in 2022-2023. However the reason I didn't buy $BX then is because no matter how" [X Link](https://x.com/SayNoToTrading/status/1979048763701498025) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-17T04:56Z 10.8K followers, 12K engagements "If you follow me you know I've been managing $MUSA Murphy USA on the way down doing my usual of going overweight on drops and unloading higher cost lots on rebounds. Currently sitting on May 9th lot at $XXX. Looks like I might re-start buying if it drops below this level. Might happen today" [X Link](https://x.com/SayNoToTrading/status/1927724077776830860) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-05-28T13:50Z 10.8K followers, 4422 engagements "Casey's $CASY has been the outperformer in convenience stores lately. Up XX% today on earnings. This also pumped Murphy USA $MUSA in tandem but it has given back some. Until the hostile takeover attempt of Japan's Seven & i gets resolved one way or another it's hard to see Alimentation Couche-Tard $ATD $ATD.TO $ANCTF going back to all-time highs. I call it Couch-Turd. Even though $CASY is best of the bunch I'm continuing to focus on cycling $MUSA shares down here. You could have got them for $XXX yesterday my order barely missed. $CASY forward PE is high 20s and I like it in low 20s" [X Link](https://x.com/SayNoToTrading/status/1932478181304566214) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-06-10T16:41Z 10.8K followers, 2342 engagements "Putting together YT playlist and salivating after seeing this new one from @bizbreakdowns on insurance brokers $BRO $AJG $AON $MMC $BWIN" [X Link](https://x.com/SayNoToTrading/status/1957552563173380292) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-08-18T21:17Z 10.8K followers, 2949 engagements "@trynot2worry @Ashton_1nvests Check the 1-year divergence between $CWST and large peers $WM $RSG $WCN It will do its own thing for better or worse being small cap and recent retirement of founder" [X Link](https://x.com/SayNoToTrading/status/1964091725275656193) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-05T22:22Z 10.8K followers, XXX engagements "2 high quality high multiple stocks reporting this week: $CTAS before open on Wed and $COST after close on Thurs. Given what we have seen with similar these past few months there is a non-zero chance at least one of these has an earnings induced sale. Last December after Christmas Cintas did have a big drop going from $XXX to $XXX. I did buy it. Costco had a fall albeit gradual from Feb to March and it was a much lower % decline. Last major decline for Costco was in 2022 when over about 5-6 weeks it went from $XXX to $XXX. This also accompanied a market decline. $CTAS has drifted down lately" [X Link](https://x.com/SayNoToTrading/status/1970356417594052739) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-23T05:15Z 10.8K followers, 4723 engagements "@green_pumpsie I've talked to at least one multi-location restaurant which switched from $TOST to $FI Clover and liked it a lot better" [X Link](https://x.com/SayNoToTrading/status/1975226581296849289) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-06T15:48Z 10.8K followers, XXX engagements "@CreativeCap89 @CedarStResearch @Stickstrom $KNSL strength is XX hour turn-around for most quotes vs. 2-3 weeks elsewhere. For non-admitted when you need coverage for RE transaction to start construction this is valuable" [X Link](https://x.com/SayNoToTrading/status/1975964885927461207) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-08T16:41Z 10.8K followers, XXX engagements "@ChoopChooper $TRV is not a fav insurer but I did buy XXX shares during the regional banking scare in 2023 which took all insurers down too" [X Link](https://x.com/SayNoToTrading/status/1978231576384122961) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-14T22:48Z 10.8K followers, XXX engagements "@BlackApple Yeah that's what my screenshot is from I'm talking the actual report from Morgan Stanley. You have to be a client to have access" [X Link](https://x.com/SayNoToTrading/status/1978477176371753294) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-15T15:04Z 10.8K followers, XXX engagements "@Gutter___Rat @AmarPatel305 @StockMarketNerd Trust me I have. The Fidelity FINRA response I got this week was 2-3 pages which said a lot and nothing at all about it. Basically just denial of everything" [X Link](https://x.com/SayNoToTrading/status/1978478086305075643) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-15T15:08Z 10.8K followers, XX engagements "@GovPressOffice Wow. The first good tweet Newsom has ever put out" [X Link](https://x.com/SayNoToTrading/status/1978479378217795721) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-15T15:13Z 10.8K followers, 1516 engagements "Something to consider. $MANH and $SPSC while not exact peers but close both suffered brutal selloffs on earnings. Another very high quality related name Descartes Systems $DSGX reports March 5th. Look out below or not" [X Link](https://x.com/SayNoToTrading/status/1889759015741128832) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-02-12T19:30Z 10.8K followers, XXX engagements "Loving this X% off sale on $CLH Clean Harbors stock. Similar to the $WCN dip to $XXX several weeks ago I am willing to bet this too will claw its way back in coming weeks. The thing about trash co's is they always seem expensive because of the depreciation. On EV/EBITDA forward of 11x CLH is not unreasonable here. Though my favorite trash stocks remain Casella Waste Systems $CWST and GFL Environmental $GFL. The latter is closer to buy zone right now" [X Link](https://x.com/SayNoToTrading/status/1892232664327053524) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-02-19T15:19Z 10.8K followers, XXX engagements "Are you familiar with the $SPGI S&P Global Luxury Index It's XX of the largest stocks by market cap they deem to offer lux goods or services. Top XX holdings: Compagnie Financiere Richemont SA $CFR $CFRUY Hermes Intl $RMS $HESAY Ferrari NV $RACE LVMH-Moet Vuitton $MC $LVMUY Royal Caribbean Group $RCL Mercedes-Benz $MBG $MBGYY Tesla Inc. $TSLA Marriott Intl A $MAR Hilton Worldwide Holdings Inc. $HLT Diageo Plc $DGE $DEO While I agree with the top X the others are questionable. Love $TSLA but let's be real here. how can the bestselling vehicle in the world (Model Y) be lux Tesla Roadster and" [X Link](https://x.com/SayNoToTrading/status/1904145422911709295) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-03-24T12:17Z 10.8K followers, 4254 engagements "Murphy USA $MUSA earnings have tanked the stock X% today. Like $CASY this was a MAGA name; domestic only largely immune from tariffs. It continuously went UP during tariff tantrum not down. Still I'm not buying the plunge because it's still quite a ways above my March 18th lot" [X Link](https://x.com/SayNoToTrading/status/1920522929143754827) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-05-08T16:55Z 10.8K followers, 2584 engagements "If you know your stock market trivia you will know 10-27-2023 was a low for many many stocks. For numerous holdings I have lots purchased on this date. Small cap $EXPO Exponent was one. Only one purchase. Intraday low so it has literally never been underwater since not even for an hour. But look where we are now and earnings today after close. Similar to $COST $FICO and similar high multiple stocks $EXPO underwent a re-rating over the last XX or so years. With all of these much of the gains come from multiple expansion rather than correlating growth. However everyone talks about Costco and" [X Link](https://x.com/SayNoToTrading/status/1950631229205995710) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-07-30T18:55Z 10.8K followers, 1755 engagements "@DurableCreators I added $AME and $IR then too. I know $IEX is lower quality but they are solid. There's a good X hour podcast episode on them I recommend just don't remember which one" [X Link](https://x.com/SayNoToTrading/status/1950776575110316055) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-07-31T04:32Z 10.8K followers, XXX engagements "If you own the native Dino Polska stock $DNP.WA using $DNOPF (not the ADRs $DNOPY) and your account balance is up unexpectedly today it's just a cruel trick. No I don't have $400k in the name. It has a XX for X split not yet reflected. So $360k of this is not real. $BYDDF was opposite. For over a month looked like it was down 67%. Today the X for X shares were distributed. Not applicable to $BYDDY ADR" [X Link](https://x.com/SayNoToTrading/status/1950985945169404145) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-07-31T18:24Z 10.8K followers, 2503 engagements "Whenever I go back to using $GOOG search I am left asking myself why $VRSK is not $VERU. I typed the ticker correctly. They do this with way too many stocks. Worse yet Veru is a penny stock with $67M market cap compared to $37B for Verisk. It's in the S&P XXX and Nasdaq 100" [X Link](https://x.com/SayNoToTrading/status/1952879794145652754) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-08-05T23:50Z 10.8K followers, 2946 engagements "Pleasant surprise to see a little green finally on my Elevance $ELV today. I watch it more than $UNH simply because I have some shares around $XXX I'd like to unload once they're green. To recap I have been in $ELV for years and was always in the green on it until mid July. Hence the old shares driving up my average cost. All you people who didn't get into these managed care names until recently are lucky" [X Link](https://x.com/SayNoToTrading/status/1953864156022706393) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-08-08T17:01Z 10.8K followers, 7472 engagements "On the topic of high quality SaaS names less prone to AI displacement Descartes Systems $DSGX is one I nibble-added to today. With a regulatory focus switching to a new system poses risks and therefore a higher hurdle rate. Like everyone they are heavily incorporating AI themselves. The question is if someone can successfully rip off these same capabilities and offer them cheaper: AI-Enabled Denied Party Screening (Visual Compliance AI Assist) Uses machine learning to cut false positives in compliance checks by up to XX% for some users automating reviews while maintaining human oversight." [X Link](https://x.com/SayNoToTrading/status/1957482372372586860) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-08-18T16:39Z 10.8K followers, 2881 engagements "Today is day X of using AC in 2025. But at XXXX cents per kWh on-peak here in SoCal I've concluded I can't afford to do days X and X of AC this weekend unless $UNH closes above $XXX today. Please pray that it does because when I wake up drenched in sweat each night and look at top floor thermostat it has been 86-93 every night for weeks" [X Link](https://x.com/SayNoToTrading/status/1958950508452044851) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-08-22T17:52Z 10.8K followers, 13.8K engagements "Who here owns Air Products and Chemicals $APD stock I bought Feb 5-6th 2024 during the activist drama over their green hydrogen push. Despite dismal returns last 5-10 years on multi-decade $APD has good returns. That should continue being part of the industrial gas duopoly with Linde $LIN who yes has been a better operator lately but their valuation reflects that. There is distant 3rd L'Air Liquide $AIQUY $AIQUF but outside of fashion would you ever bet on a French company playing catch up $APD this year became a dividend king with XX years of consecutive increases. After a decade of" [X Link](https://x.com/SayNoToTrading/status/1961807692345020486) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-08-30T15:06Z 10.8K followers, 4245 engagements "Yeah stocks like these are what make owning a lot of names possible. $APD never going anywhere unless through M&A. That doesn't mean stock might not have long periods of underperformance or make mistakes like that hydrogen buildout. You could buy Air Products stock die and let's say your heirs forgot about your brokerage account for XX years. Very high odds the stock not only still exists but likely beat S&P during that time. Not a lot of businesses like this when you think about it. Almost everything is ripe for disruption but the use of specialty industrial gases will exist forever" [X Link](https://x.com/SayNoToTrading/status/1962161840743698774) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-08-31T14:33Z 10.8K followers, XXX engagements "I thought I had wrote about $LKQ but maybe not. I cycled through shares on way down and got out when I sold a bunch of laggards this summer. This was before the drop when it was $XX or so. Note they are complimentary not competitor to $CPRT. Unlike Copart though the past XX years has been a mess. XX year+ returns great question is if they can get back on track. I'm not opposed to re-entering but because they would require babysitting not high on list" [X Link](https://x.com/SayNoToTrading/status/1962270871126737066) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-08-31T21:46Z 10.8K followers, XXX engagements "@10009nyny @amitisinvesting Too busy but roughly in order of highest to lowest weighting adds: $EFX $ROP $CWST $BMI $WSO $MKTX $SBET $BMNR $BULL note last X quite small" [X Link](https://x.com/SayNoToTrading/status/1962910754400825849) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-02T16:09Z 10.8K followers, XXX engagements "$BMI is not the company of a decade ago just selling water meters. They come with a subscription to work. Munis aren't going to stop paying because then they would have to dig up meters and replace. Risk of multiple re-rating is true with $BMI just as it is with any high multiple company like $FICO $CTAS and so on. That's not going away. However valuation on EBIT (not to be confused with EBITDA) is in-line with historical. Forward is 26x. Floor can always fall out so never denying that risk" [X Link](https://x.com/SayNoToTrading/status/1963733432753905720) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-04T22:38Z 10.8K followers, XXX engagements "@QualityInvest5 How susceptible would you say each of those $MORN products are to AI displacement The research they sell seems most at risk same reason FactSet $FDS is selling off" [X Link](https://x.com/SayNoToTrading/status/1966519788219343206) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-12T15:10Z 10.8K followers, XXX engagements "@brent_e_trader Low BMI and low $BMI share price = good" [X Link](https://x.com/SayNoToTrading/status/1968400154416873653) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-17T19:42Z 10.8K followers, XXX engagements "Back to garbage stocks. No I mean literal garbage stocks. I did sell XXX highest cost lot of $CLH today leaving me just this XXX. Why Because since buying Clean Harbors during that March earnings plunge I have since bought a lot more $CWST and in past couple weeks initiated new positions in $WM and $RSG. I did own Waste Management in past years even though I hate it and still do. This sell was just risk management and cash needs. $CLH and $GFL are the only garbage stocks near 52-week highs while all others have dumped big time. Even my favorite big one $WCN is getting down to low $170s" [X Link](https://x.com/SayNoToTrading/status/1969239845097914458) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-20T03:19Z 10.8K followers, 5188 engagements "Lucky re: $UNP. By then I had decided I wanted to add more but missed it when it dipped to $210ish that day. All my shares are in the $100s so I'm not looking to average up here in the $220s. Remember what happened to $CP after all the debt from Kansas City deal. While I think $UNP will be positioned well long term stock might be rangebound for a while as it delevers and digests $NSC. As such I want lower for add since I already have 1k shares" [X Link](https://x.com/SayNoToTrading/status/1970627680409428450) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-23T23:13Z 10.8K followers, XXX engagements "Goldman Sachs $GS I noticed is at ATH. It is one of the very few banks I own and I don't believe I've mentioned it before. I bought in 2023 during the financials selloff which started with $SIVB and then continued in fits and starts through rest of year. Back then Morgan Stanley $MS was said to have dethroned "Golden Sacks" and they were no longer the prestigious firm of 2000 era. Probably true but in 2023 when I bought the premium Morgan Stanley had to TBV was way too high. Goldman was the value play so I went with $GS over $MS at end of Oct 2023. I see it's now up 171%. Looks like I made" [X Link](https://x.com/SayNoToTrading/status/1970710563979436302) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-24T04:43Z 10.8K followers, 4591 engagements "Buying CSW Industrials $CSW today a pretty unique consolidator in building supplies mainly HVAC. No it's not the CAGR of $FIX or $AAON but CSW does have 2x the gains of S&P the last XX years" [X Link](https://x.com/SayNoToTrading/status/1970943057341317188) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-24T20:06Z 10.8K followers, 3024 engagements "@unusual_whales Lets see $600+ spent for X GA tix yesterday and tomorrows show $1300 for X VIP tix. Ohana Fest a $LYV event. I would say neither is underpriced which I why I own the stock because I need to own whoever rips me off the most" [X Link](https://x.com/SayNoToTrading/status/1972065246358786385) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-27T22:26Z 10.8K followers, 4158 engagements "Continuing discussion of spec $ROOT $LMND vs. safety $PGR $KNSL another name to consider is $RLI. I have re-started buying of RLI today. A lot of people don't realize how amazing its CAGR is because they regularly pay special dividends. That means the long term chart looks good but not amazing. Until you add in the $RLI dividends. Total return last XX years is 1440% vs XXX% for S&P. This falls under safety P&C insurance stock with market beating return long term. They are a dividend king with 50+ years of consecutive increases" [X Link](https://x.com/SayNoToTrading/status/1972707125756563955) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-29T16:56Z 10.8K followers, 5190 engagements "Not identical but similar. If you missed this years drop and rebound in Manhattan Associates $MANH then SPS Commerce $SPSC is interesting here. Even more interesting though is Descartes Systems Group $DSGX" [X Link](https://x.com/SayNoToTrading/status/1972738494117392464) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-29T19:01Z 10.8K followers, 2946 engagements "I haven't looked at the PMI space in years. Last time was 2020 when $RDN was in single digits. I never bought. I think they're more appropriate for trades because we know with any major financial crisis there's a good chance they get hit hard. What's the most compelling thesis for $ESNT today" [X Link](https://x.com/SayNoToTrading/status/1973401399951237176) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-01T14:55Z 10.8K followers, XXX engagements "Gail Force: Don't hate me but I did decide to unload my XXX highest cost shares of Elevance $ELV at $XXXXXX. This is just to free up some needed cash for all the other buying I'm doing. I still have XXX shares in the $200s which will not be sold and LOTS of 2027 LEAPS" [X Link](https://x.com/SayNoToTrading/status/1973783892395163772) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-02T16:15Z 10.8K followers, 3639 engagements "$EFX $TRU $EXPGY $EXPGF $EXPN Bill Pulte just said he has phone calls today with X of the X credit bureaus. Hmm" [X Link](https://x.com/SayNoToTrading/status/1974136768577655194) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-03T15:37Z 10.8K followers, 2942 engagements "Unpopular opinion: I researched Lemonade $LMND before IPO in 2020 heavily in 2021 minimally in 2022-2023 and not much since. Just could not get convinced no matter how hard I tried to be positive on it. Since diving back into it this week while I agree they have some impressive growth metrics since it's growth at any cost. What may be the most important metric for a P&C insurer - book value per share - has been declining not growing since IPO. My takeaway The more I research them the more conviction I have in Progressive $PGR. Even though it's above my add target of mid $230s I've been" [X Link](https://x.com/SayNoToTrading/status/1974191382756753854) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-03T19:14Z 10.8K followers, 45.5K engagements "I've long had XXX shares of $ACGL but man these Bermuda carriers I do think that game will blowup someday. Might take a GFC-style event but it will happen. As such I only have tiny positions in a couple. Correct me if wrong but didn't $KNSL totally abandon the Bermuda game about XX years ago" [X Link](https://x.com/SayNoToTrading/status/1974246215371112692) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-03T22:52Z 10.8K followers, XXX engagements "For top payment processors by volume I've extended this data to top XX so you can see where $FOUR $XYZ $TOST $INTU and $BILL land relative to $PYPL and $FI. Was not expecting to see in there and it being so close to Intuit QuickBooks" [X Link](https://x.com/SayNoToTrading/status/1975226129754755221) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-06T15:46Z 10.8K followers, 4495 engagements "Arent you concerned about its labor exposure $COLD is not really a pure REIT because of that despite its tax classification as such. This is why I got out of it years ago. Didnt lose money but didnt make much either. If I would have held looks like I would be down XX% now" [X Link](https://x.com/SayNoToTrading/status/1975228772413817278) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-06T15:56Z 10.8K followers, XXX engagements "@griffithbrand @LeoNelissen Also wasn't $LINE a PE dump on market" [X Link](https://x.com/SayNoToTrading/status/1975273553932292487) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-06T18:54Z 10.8K followers, XXX engagements "@SevenParr $CHD now and possibly if lower $MKC also interesting" [X Link](https://x.com/SayNoToTrading/status/1975305180838322204) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-06T21:00Z 10.8K followers, XXX engagements "For long term winners like Costco $COST stock normally this is the type of chart I like to buy; where the price is re-visiting the low points within the last 12-18 months. Even if we cut through all earnings-based metrics and just look at straight up EV to revenue I just don't know what the right level is. Is it 0.3x as it was in the 2000s I doubt it. But is it 1.5-1.6x That makes me uncomfortable too. I understand the re-rating but even if we go Covid-era onward seems like 1.2x would be more appropriate. Still very expensive I'm just proposing a realistic buy level if insisting on buying" [X Link](https://x.com/SayNoToTrading/status/1975412275277176923) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-07T04:06Z 10.8K followers, 6407 engagements "@OneGreatValley Yeah I own that too $CBOE has been very strong lately" [X Link](https://x.com/SayNoToTrading/status/1975956189956747298) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-08T16:07Z 10.8K followers, XXX engagements "No point in listing tickers because sadly they're stocks no one on X pays attention to but when it comes to the higher quality small caps I would not be surprised if many of their bottoms have been made for the year. As I've said tax loss selling is earlier every year. What may have been a mid-Oct nadir now looks to be Sept 25th for many many names I follow" [X Link](https://x.com/SayNoToTrading/status/1975990415796084903) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-08T18:23Z 10.8K followers, 7428 engagements "Watch out Aria youre going to get a lot of pissed comments. Not from me I share similar concerns. I listened to investor day and the one thing in common with everyone who spoke: it entirely hinges on users wanted to use their accounts. I like their non-consumer side B2B. Braintree etc. That part I can invest in. The PayPal user accounts are another story" [X Link](https://x.com/SayNoToTrading/status/1976028368459174127) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-08T20:54Z 10.8K followers, XXX engagements "Anyone notice the new shade of green on $HOOD Legend today I like it. Fits the season as it's definitely a Christmasy green" [X Link](https://x.com/SayNoToTrading/status/1976351271906050404) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-09T18:17Z 10.8K followers, 2809 engagements "@marc_slans I did indeed today though already had $WCN" [X Link](https://x.com/SayNoToTrading/status/1976405285142192381) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-09T21:51Z 10.8K followers, XXX engagements "Please stop asking this about $RKLB" [X Link](https://x.com/SayNoToTrading/status/1976635236453888497) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-10T13:05Z 10.8K followers, 4827 engagements "Here I will spend time to post one specific name to not keep you hanging. In my chips account which doesn't even have my $SOXL from $X (that's over at $HOOD) so zero leveraged positions was down exactly XXXX% today which I think is pretty cool actually But this account has had almost no activity since April lows. All XX stocks are very green. Among the very few exceptions of activity in this account from then through now was that $SNPS plunge several weeks ago which I updated you on in real time and bought the lows in $380-390s. A little bit ago is example of averaging up. The only chip name" [X Link](https://x.com/SayNoToTrading/status/1976798298058219923) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-10T23:53Z 10.8K followers, 6009 engagements "Top decliners in chips today and $ENTG gets the crown" [X Link](https://x.com/SayNoToTrading/status/1976885933778825676) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-11T05:41Z 10.8K followers, 2375 engagements "@ZeroDebt4All I also hate $CROX but added XX yesterday. All of my existing shares are in the $70s this was a slight averaging up. On big drops I even add what I hate" [X Link](https://x.com/SayNoToTrading/status/1977046227364827271) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-11T16:18Z 10.8K followers, XXX engagements "@PayPal Let's not brag about spam protection $PYPL as you are a total joke when it comes to that:" [X Link](https://x.com/SayNoToTrading/status/1977753858190270567) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-13T15:10Z 10.8K followers, 1293 engagements "I did end up adding XXX $DLO on Friday at $XXXXX. Ive only owned this name since July and on every purchase price never went lower after. Always green from following day onward. Lets keep this streak going" [X Link](https://x.com/SayNoToTrading/status/1977771930171441432) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-13T16:22Z 10.8K followers, 4479 engagements "@zoomyzoomm Think about it the higher the net worth the more complex it is to track and calculate. One brokerage account Or several What about PE investments Various RE properties" [X Link](https://x.com/SayNoToTrading/status/1977879624400134440) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-13T23:30Z 10.8K followers, XXX engagements "@TheConfusedInv1 @cava @sweetgreen Search my feed for ticker have written a lot about it. Even more spec but adding as EV/rev matches lows from X years ago when I bought" [X Link](https://x.com/SayNoToTrading/status/1978121541796733292) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-14T15:31Z 10.8K followers, XXX engagements "@KateHRHofNJ @TheConfusedInv1 @cava @sweetgreen Problem with $SG though is portion size. I could eat X of their salads for one meal" [X Link](https://x.com/SayNoToTrading/status/1978231064360272032) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-14T22:46Z 10.8K followers, XXX engagements "@vijs2k Downgrade was this morning. Aside from that super low liquidity and tax loss selling on sector" [X Link](https://x.com/SayNoToTrading/status/1978477644451819879) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-15T15:06Z 10.8K followers, XX engagements "@Ze1ooooo No those are blown-out garbage waves" [X Link](https://x.com/SayNoToTrading/status/1978503906532401603) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-15T16:51Z 10.8K followers, XXX engagements "@pepemoonboy Chart $BTC vs. $QQQ for last X years" [X Link](https://x.com/SayNoToTrading/status/1978525590794993717) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-15T18:17Z 10.8K followers, 1736 engagements "Of course I bought $MELI today. Of course the prices arent visible on $HOOD until tomorrow because they still dont have same-day lot capability. Their #1 drawback" [X Link](https://x.com/SayNoToTrading/status/1978569700335353910) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-15T21:12Z 10.8K followers, 4596 engagements "@vijs2k I may stop doing $MELI transactions on $HOOD because the inability to buy and then sell higher cost lots same day forces me to be overweight 'til next day. Right now I could unload some lots at profit but can't since I can't specify them" [X Link](https://x.com/SayNoToTrading/status/1978601085129593322) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-15T23:17Z 10.8K followers, XXX engagements "@SFarringtonBKC Thanks. Yeah spin-offs more often then not tank especially when they are small. No one wants XX cents on the dollar in some new company so they just dump it. Another reason why waiting on buying $HON may make the most sense" [X Link](https://x.com/SayNoToTrading/status/1978601542346244337) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-15T23:19Z 10.8K followers, XXX engagements "Watch out for accounting games of how they value their private RE assets relative to public like $BIPC $BEPC. The yields and AFFO/cash flows on public are way higher than the value they have on their private assets. I own $BAM the asset manager only. NO INTEREST in owning $BN when they play accounting games like that. I don't want to own the assets just the fees made off them similar to $BLK" [X Link](https://x.com/SayNoToTrading/status/1979201840307896400) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-17T15:04Z 10.8K followers, XXX engagements "@RentYourStocks Yeah remember stories of them on the party buses in Aspen doing so from their phones on last day before takeover" [X Link](https://x.com/SayNoToTrading/status/1979210569791214020) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-17T15:39Z 10.8K followers, XXX engagements "Globant $GLOB getting hammered AH on earnings looks like a chunk of my unrealized gains will disappear tomorrow. These consultants are really not holding up well even those which are non-govt like $FCN FTI Consulting today. If youre not familiar with Globant it is Wasatch Advisors highest weighted holding. Search on YT theres a good interview/podcast about X hour long with them which covers GLOB extensively" [X Link](https://x.com/SayNoToTrading/status/1892726961245716992) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-02-21T00:04Z 10.8K followers, 2440 engagements "In a sea of red the past couple of days $WST West Pharma (and healthcare in general like $DHR Danaher) is recovering nicely. I placed a red dot on this chart as to what shares I had pre-earnings (they were intraday low hence not visible on chart). I actually have owned $WST stock a couple years but traded around it on way down as to not lose money. After earnings I bought several hundred shares starting at $XXX and down to sub $XXX. In the two days after earnings I unloaded my shares from $202-216. You can see what I'm left with. Almost could have unloaded the $XXX today. Most likely in about" [X Link](https://x.com/SayNoToTrading/status/1894184045862678550) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-02-25T00:34Z 10.8K followers, XXX engagements "Danaher $DHR and Thermo-Fisher Scientific $TMO get so much love but Mettler-Toledo $MTD stock is another long term compounder in the life sciences space that is under the radar of many. A $10000 investment XX years ago would be worth $867493 compared to just $97748 if you just invested in $SPY. As with $DHR $TMO Bruker $BRKR and other tool and supply providers for pharma and biotech $MTD has retreated a fair amount from highs. I have XXX shares of Mettler-Toledo and will add more if/when it cross below $1000" [X Link](https://x.com/SayNoToTrading/status/1899201846885113945) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-03-10T20:53Z 10.8K followers, 1316 engagements "Now sure when I last spoke about Clearwater Analytics $CWAN. I have been nibbling" [X Link](https://x.com/SayNoToTrading/status/1953918620826054732) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-08-08T20:37Z 10.8K followers, 4129 engagements "As I've said before in theory one would think the credit bureaus $EFX $TRU and $EXPN would be excellent businesses but they really aren't. I know Equifax is getting a lot of love lately but it's the poor man's $FICO and no comparison. FICO high-margin software model = ROIC average of 25-30% and ROA of 15-20% the past XX years though with significant ramp up in recent years. Equifax $EFX is less than half that with ROIC of 8-12%. High capex on security acquisitions and compliance (like the 2017 hack). TransUnion $TRU and Experian $EXPN $EXPGF $EXPGY are similar and generally even worse than" [X Link](https://x.com/SayNoToTrading/status/1962889975646822760) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-02T14:46Z 10.8K followers, 4771 engagements "@amitisinvesting $EFX $ROP $CWST $BMI $WSO $MKTX $SBET $BMNR $BULL note last X quite small" [X Link](https://x.com/SayNoToTrading/status/1962911062623449477) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-02T16:10Z 10.8K followers, 11.3K engagements "On $SPGI and $MCO adds been getting asked a lot about this yesterday and today. This is why I'm only nibbling. You can see below where both were on April 7th. Not saying we need to go back there but something a bit lower I would prefer to see. Say $482-496 on $SPGI and low $470s on $MCO" [X Link](https://x.com/SayNoToTrading/status/1969109819333431807) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-19T18:42Z 10.8K followers, 4880 engagements "When I saw the $2800 USD on $CSU $CSU.TO $CNSWF this morning I was about to add XX shares until I saw the headline: Constellation Software Stock (CSU) Plunges XX% as President Mark Leonard Abruptly Resigns WOW. It is for health reasons but he was founder and CEO since 1995. I'm not going to chase dip without further info" [X Link](https://x.com/SayNoToTrading/status/1971230110515966075) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-25T15:07Z 10.8K followers, 7489 engagements "So much buying today but it's none of the nonsense top XX names you see trending on here. In fact Samsara $IOT is the only high growth tech name I've added to today. If you use $TSLA FSD regularly listening to this interview will make you think so much of the scolding we get for looking away or touching something. Samsara does the same but for commercial drivers" [X Link](https://x.com/SayNoToTrading/status/1971282910205575605) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-25T18:37Z 10.8K followers, 14.2K engagements "Anyone else find this a bit strange CEO of $NVDA finds the best use of time is to go on Cramers so called Investing Club and talk to retail fools paying $399/yr" [X Link](https://x.com/SayNoToTrading/status/1975565955481952642) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-07T14:16Z 10.8K followers, 3858 engagements "@DeepValueBagger People like to pretend they make money on real estate because they look at nominal change in property value while pretending inflation taxes maintenance and remodeling expenses didnt exist during that time. Not to mention your time spent on those" [X Link](https://x.com/SayNoToTrading/status/1975595213646352502) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-07T16:12Z 10.8K followers, 1737 engagements "@QualityInvest5 $AMZN over $GOOG $GOOGL here" [X Link](https://x.com/SayNoToTrading/status/1978850744271814790) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-16T15:49Z 10.8K followers, 1075 engagements "True everyone forgets everything and it doesn't take very long. Tether still hasn't completed an audit. Before people go all-in on $BMNR $ETH on assumptions of stablecoins and tokenization reinventing finance don't discount possibility of a blow-up of a major stablecoin which turns the whole thing into toxic no-touch" [X Link](https://x.com/SayNoToTrading/status/1978883622473207900) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-16T17:59Z 10.8K followers, XXX engagements "@jonnagap Yeah I bought $MMC as well as the others in my last post" [X Link](https://x.com/SayNoToTrading/status/1978915983277338806) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-16T20:08Z 10.8K followers, XXX engagements "@WinnerInvestor Yeah at this point I don't see much changing for them until this shutdown showdown ends" [X Link](https://x.com/SayNoToTrading/status/1978969197792088371) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-16T23:39Z 10.8K followers, XXX engagements "@TylerHardt Agreed" [X Link](https://x.com/SayNoToTrading/status/1978969749842464990) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-16T23:42Z 10.8K followers, XXX engagements "@davewayne888 Now it's time for you to look at those trash stocks you were talking about: $CWST $WM $WCN $RSG Remember no gambling" [X Link](https://x.com/SayNoToTrading/status/1979049280087224361) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-17T04:58Z 10.8K followers, XXX engagements "Was asked to give my investment thesis on IDEXX Laboratories $IDXX and Zoetis $ZTS stock. Rather than take time to explain realized my #sharpei sums it up perfectly. Seriously what pet lovers won't do for their babies. They will spend more $ on their dogs' healthcare than they will their own. I know I do. Skip expensive tests for myself all the time but not for him" [X Link](https://x.com/SayNoToTrading/status/1894420592486674669) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-02-25T16:14Z 10.8K followers, XXX engagements "$ROP Roper Technologies is one of the most underfollowed long term compounders you can buy. My favorite part of the biz is their Neptune Technology Group which specializes in smart water metering and analytics. I feel like Badger Meter $BMI gets so much love in this niche when it really should be shared with $ROP. Neptune provides AMR (Automated Meter Reading) and AMI (Advanced Metering Infrastructure) solutions helping utilities track water usage detect leaks and improve efficiency. About 1/3rd of the municipal water supply in the US uses $ROP This fits Ropers asset-light high-margin model" [X Link](https://x.com/SayNoToTrading/status/1897405762554782143) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-03-05T21:56Z 10.8K followers, 1922 engagements "Earnings I have my eye on this Tuesday for potential buying opportunities. Nothing noteworthy Monday. Tuesday AM: $DHR Danaher is down in the dumps already a bad print or guidance might make it even cheaper. $ELV Elevance already pre-announced shortly after they saw what happened to $UNH so no surprises likely. I would choose UNH at the current $XXX over ELV at $XXX (it's at $XXX right now). Tuesday PM: $TSLA Tesla highest cost lots I have are $215-216 with an average cost in the low $100s. If we take out the $XXX level on downside I will likely buy. $ISRG Intuitive Surgical I've owned since" [X Link](https://x.com/SayNoToTrading/status/1913239348625154547) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-04-18T14:33Z 10.8K followers, 1058 engagements "Merger Mondays are back Home Depot $HD makes a major pro contractor play by acquiring GMS $GMS for $5.5B meaning $QXO is out. Parker Hannifin $PH to acquire Curtis Instruments for $1B which makes EV components. TransDigm $TDG to buy Simmonds Precision Products from $RTX in $765M deal. Hyatt Hotels $H to sell Playas real estate portfolio for $2B who they recently bought. In other words it's sell real estate but manage/franchise the hotels and resorts. I own every stock listed except GMS" [X Link](https://x.com/SayNoToTrading/status/1939690864626036770) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-06-30T14:21Z 10.8K followers, 2453 engagements "Thermo Fisher Scientific $TMO earnings today are a taste of what can happen in a healthcare stock when better than feared results happen. +11% today Danaher $DHR getting sympathy bump too. Not as painful as $CNC and $UNH but $TMO shareholders know painful it has been. Only kept lowest cost on rebound but I have owned a few years of which it has been sideways since Covid. Similar to health insurers actually" [X Link](https://x.com/SayNoToTrading/status/1948043931020878102) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-07-23T15:34Z 10.8K followers, 5672 engagements "Kantesaria always has all the quality folks obsessing over $FICO but really if we're going to compare and contrast the high quality high multiple stocks Badger Meter $BMI may be better. No Pulte bullying either. Big drop last X days on earnings. I have seen so many misunderstanding the 40x multiple thinking they just make muni water meters. What they don't understand is the lock 'n load model of selling smart meters to cities then locking them into the subscriptions for eternity. Do you really think cities can afford to yank them out after" [X Link](https://x.com/SayNoToTrading/status/1948081584860741695) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-07-23T18:03Z 10.8K followers, 7683 engagements "On red days always pay attention to whatever is surprisingly green. I'm not saying Verisk Analytics $VRSK is a bargain but it has been punished in the vein of consultants and research services like $ACN $IT $GLOB $FDS as well as SaaS names. Fact is using AI to create cheaper knock-offs of their insurance underwriting analytics suite is near impossible unless you were to steal their decades of proprietary data they have collected. This is used by insurance companies for their underwriting. Even being off XXX% is unacceptable. You can replicate the $VRSK shell with vibe coding no problem but" [X Link](https://x.com/SayNoToTrading/status/1957865392757711024) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-08-19T18:00Z 10.8K followers, 4541 engagements "Interesting insight on Accenture $ACN. I remember 6-8 quarters ago the street's narrative was that IT consultants like Accenture Globant $GLOB CGI $GIB EPAM Systems $EPAM ASGN $ASGN and others were actually AI beneficiaries. Their services would be in increasing demand for helping businesses incorporate AI. Then the past few months narrative flipped to AI disrupting them where they were no longer needed or at least needed less. Because AI could do their job at least in part. Being outside the corporate world I don't know the answer" [X Link](https://x.com/SayNoToTrading/status/1961194348076568960) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-08-28T22:29Z 10.8K followers, 5688 engagements "Stop complaining about Copart having too much cash. $CPRT earnings coming Thursday have 3k shares and as long as Willis Johnson is chairman I will not question their capital allocation. Due to taxes I am trying to reduce my dividends every year not increase them and really hope they don't use the cash that way. As long as yields are where they are I'm fine with this cash just piling up. They will use it wisely eventually" [X Link](https://x.com/SayNoToTrading/status/1962165189849325996) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-08-31T14:46Z 10.8K followers, 4026 engagements "Because Firefly $FLY wasnt low quality and expensive enough lets add Gemini Space Stations $GEMI IPO to the mix. Actually not a great sign with all these lower quality IPOs being announced. And no not selling $MKTX thats high cost lot from this morning sold green" [X Link](https://x.com/SayNoToTrading/status/1962944070139162928) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-02T18:21Z 10.8K followers, 5160 engagements "Google News has gotten completely unusable with AI slop. Take Equifax $EFX today. Clicked on the first story from Yahoo Finance. See screenshot of it. You could substitute literally any ticker in there today and it would read the same" [X Link](https://x.com/SayNoToTrading/status/1963104869646033056) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-03T05:00Z 10.8K followers, 3118 engagements "Morningstar $MORN not a great sign when you take out that April 7th low" [X Link](https://x.com/SayNoToTrading/status/1963622004067545182) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-04T15:15Z 10.8K followers, 2531 engagements "On Tues I posted I had bought $250k+ near the open and didn't have time to write details but did provide the tickers in real time: $EFX $ROP $CWST $BMI $WSO $MKTX $SBET $BMNR $BULL I want to remind you I only hold onto lowest cost shares so when I buy my anticipated adds are tiny fraction of face value. I'm not that rich For example on Equifax $EFX I had bought probably $110k that day. Before close already had unloaded over half that after rebounding. Yesterday and today unloaded the remaining XX shares in green. So my net add was only these XX shares worth $12k. Looks like that for the" [X Link](https://x.com/SayNoToTrading/status/1963625717834661937) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-04T15:30Z 10.8K followers, 5757 engagements "I did start my Waters $WAT position yesterday. Should have bought in August when it was cheaper but was busy with other healthcare stocks so never noticed the $XXX. I say other because Waters is highly correlated despite not being full-on healthcare. In fact compare 6-month chart to $ELV" [X Link](https://x.com/SayNoToTrading/status/1963676796127518839) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-04T18:53Z 10.8K followers, 5479 engagements "When it comes to SaaS stocks safer from AI disruption Guidewire $GWRE earnings are case in point. While they provide platforms/backend for P&C insurers Ive also talked recently about complimentary (non-competing) Verisk Analytics $VRSK as they have decades of proprietary data you cant just vibe code" [X Link](https://x.com/SayNoToTrading/status/1963748083445166420) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-04T23:36Z 10.8K followers, 3504 engagements "Quick comment on Copart $CPRT earnings reaction. If I didn't have all these recent adds I would be buying more on this dip. After hours yesterday it was as high as $51" [X Link](https://x.com/SayNoToTrading/status/1963969032211861648) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-05T14:14Z 10.8K followers, 3792 engagements "I often enjoy the small wins more than the big ones. MarketAxess $MKTX vs. Tradeweb $TW today is that win. On Tues I listed all the tickers I had just spent $250k on (by end of day it was more). $MKTX was among them. This has been one of the most disappointing financials coming out of Covid and has required constant cycling of shares on way down as to not lose money. Sold my $XXX lot today once green now only holding these $XXX from Tues. Meanwhile look at $TW chart today. Opposite direction. Hey I own both so I am allowed to trash Tradeweb" [X Link](https://x.com/SayNoToTrading/status/1963993203310575974) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-05T15:50Z 10.8K followers, 2573 engagements "@Elarchy124 Those X are my least favorite trash stocks so the rest I all like more: $WCN favorite big one $CWST fav for growth/total return followed by $GFL $CLH fav for specialty waste" [X Link](https://x.com/SayNoToTrading/status/1964001102950809851) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-05T16:22Z 10.8K followers, XXX engagements "If you think Tesla $TSLA is safe from BYD sales in the US know that I've been seeing a lot of them despite not being legal here. $BYDDY $BYDDF $1211.HK This was yesterday on freeway. Didn't have camera ready 'til it switched lanes but prior to this it was right in front of me and it is definitely BYD. Super obnoxiously large logo on back. Not the first I've seen. Thought it was Seal model but comparison to photos show a few slight variations" [X Link](https://x.com/SayNoToTrading/status/1967648105672872107) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-15T17:54Z 10.8K followers, 4383 engagements "Everyone is busy posting their $TSLA victory lap screenshots. I dont care about my winners. I care about those misbehaving and opportunities to add to them like $ISRG $VRSK and $MORN right now" [X Link](https://x.com/SayNoToTrading/status/1967678293743944180) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-15T19:53Z 10.8K followers, 12.1K engagements "@brent_e_trader I could get that for $MCO but for $MORN it's small part of biz. Seems like the data aspects were under attack today from $FDS earnings. Look at $MSCI. $SPGI heavy in data too" [X Link](https://x.com/SayNoToTrading/status/1968802383204384917) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-18T22:20Z 10.8K followers, XXX engagements "Time to start averaging up on Tradeweb $TW. As far as the Tradeweb vs. MarketAxess $MKTX rivalry I get it but I also don't because: - MKTX focused on high-grade corporate bond while TW on Treasuries. - TW probably stronger on munis but I would say MKTX has emerging markets lead though small for both. Remember $HOOD replaced $MKTX in the S&P. I get the frustration with MarketAxess since Covid highs but you do need to keep in mind valuation was insane and so much of share price plummet was that - see chart. Will Robinhood do the same I'm certainly not rooting for it but am well aware of the" [X Link](https://x.com/SayNoToTrading/status/1969127354313425053) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-19T19:52Z 10.8K followers, 4342 engagements "If MarketAxess $MKTX stays down here I think there's a good chance it gets taken out. EV of $6.2B (net cash positive) makes it bite-sized for $ICE or $CME. Possibly $CBOE but less of match. Even a smaller or international name could come in. Being bond trading shouldn't garner much anti-trust scrutiny since overlap is minimally related to non-existent. Even if you put a $XXX price tag on $MKTX deal should still be accretive for most suitors" [X Link](https://x.com/SayNoToTrading/status/1970154769131200895) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-22T15:54Z 10.8K followers, 3382 engagements "$CNI someone trying to be cute like me and did $XXXXX this morning which was the low. Ready to add on anything lower. Disappointed Trump made pro $UNP $NSC merger comments because I'm ready to buy more UNP at $210-212" [X Link](https://x.com/SayNoToTrading/status/1970511583647580589) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-23T15:32Z 10.8K followers, 4127 engagements "I lost $106250 because I was dealing with an in-law with Alzheimers who freaked out about her keys many times per day because she didnt know where they were. I was babysitting her that day at her house. Time was 4:52 PM Pacific and I was going to sell $SIVB in aftermarket. She was having a keys episode so I got off computer to help her with that. Once done it was exactly 5:00 and aftermarket now closed. Next day stock never opened because bank was taken over. So being nice cost me over $100k" [X Link](https://x.com/SayNoToTrading/status/1970722274262319554) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-24T05:29Z 10.8K followers, XXX engagements "If you've only been investing a few years you may not realize how trends flip XXX all the time with almost everything eventually. In 2022 investors said Cummins $CMI was Kmart because their diesel and nat gas engines were a relic of the past to be replaced with EVs and in the case of generators solar with batteries. Keep in mind that Cummins is and has been the dominant player in diesel generators for many decades. Caterpillar $CAT and Kohler (private) are not as popular. In 2025 solar is out and $CMI is considered of key importance in data centers. As far AI It will flip someday. Nothing is" [X Link](https://x.com/SayNoToTrading/status/1971077278387012010) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-25T05:00Z 10.8K followers, 9067 engagements "What all do we know about Mark Miller new CEO of Constellation Software $CSU $CSU.TO $CNSWF Can't tell age from his education since no dates listed. Any opinions good or bad please share. Regarding Mark Leonard's health I'm guessing it must be something pretty dire for an immediate resignation after XX years. Maybe an aggressive cancer perhaps pancreatic or brain something that has lower odds of successful treatment. Otherwise I would expect at least some sort of transition period if the prognosis was longer duration" [X Link](https://x.com/SayNoToTrading/status/1971232452715872706) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-25T15:16Z 10.8K followers, 7986 engagements "On the Constellation $CSU $CSU.TO $CNSWF bombshell today you also have selloffs in Topicus $TOI.V $TOITF and Lumine Group $LMN.V $LMGIF Thing is Topicus is still up over XX% within past 10-11 months no doubt weak dollar is large part of that. Lumine I've never been sold on its moat in light of AI so as you see I've never added to it. Just keeping my shares I got during the spin-off. I did however add to $TOITF last year. I like it more than Lumine but most disagree with me on that. This Mark Leonard thing is far bigger than Buffett stepping down from $BRK.A $BRK.B. Think about it Berkshire is" [X Link](https://x.com/SayNoToTrading/status/1971251534433603625) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-25T16:32Z 10.8K followers, 4769 engagements "Almost bought $ERIE few years ago when it was high $100s but just some numbers felt off. I see you like $PGR. Definitely highest conviction P&C that I am hoping on a few dollars lower to add more. $KNSL 2nd but much higher risk and since both I believe have similar potential returns next few years I would prefer a lot more $PGR and just a little more Kinsale" [X Link](https://x.com/SayNoToTrading/status/1971375076957356532) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-26T00:43Z 10.8K followers, XXX engagements "Watching SpaceX launch and Cage The Elephant simultaneously. Cant beat that Dont own their label $SONY (RCA) but do own SpaceX stock $SPACEX so its a win. Rocket Lab $RKLB still my fav though. Will move to front for Green Day next just resting ass after standing all day" [X Link](https://x.com/SayNoToTrading/status/1972492745433563220) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-29T02:44Z 10.8K followers, 5545 engagements "New rule: everyday lately I am requiring myself to buy XXX shares of Copart $CPRT stock as long as it's around $XX. Though I admit sometimes I am non-compliant and buy more than my daily allowance. XXX today so far. Will see what EOD looks like" [X Link](https://x.com/SayNoToTrading/status/1972678479406576118) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-29T15:02Z 10.8K followers, 6333 engagements "$CPRT - If CalPERS invested as Alaska does they wouldn't have such shitty returns" [X Link](https://x.com/SayNoToTrading/status/1972679015887475168) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-29T15:05Z 10.8K followers, 2190 engagements "Being open minded wanted to see why you're so negative on $CPRT so I searched your feed for ticker. First I see this: Then I see these same types of comments go back years. I didn't count but it appears to be a few dozen going back to since you've been on here. I don't care if you hate Copart or are short. Though it appears you have an axe to grind. It takes some other motive to post comments like that for years" [X Link](https://x.com/SayNoToTrading/status/1972880950301425837) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-30T04:27Z 10.8K followers, XXX engagements "5 days ago was buying Danaher $DHR pretty heavy as you can see from that post. Today I unloaded all the highest cost lots once in green and these XXX shares are what I'm left with. Tax loss selling season can be a great time to cycle through shares to lower cost basis on existing shares plus make a little money in the process" [X Link](https://x.com/SayNoToTrading/status/1973045227972952406) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-30T15:20Z 10.8K followers, 5125 engagements "@CedarStResearch Didn't even realize $WRB was at ATH until seeing your post. This is one I don't bother to watch unless price is low and there's a buying opportunity of which there hasn't been in a while so I never look at it" [X Link](https://x.com/SayNoToTrading/status/1973047406553108721) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-30T15:28Z 10.8K followers, XXX engagements "$CSW was at $XXX when I posted this and I bought at same time. Bottomed at $XXXXXX a few mins later closed at $XXXXXX and in the XX hours since has steadily climbed $XX. We'll see if it holds. I would actually like it to take another leg down sometime in coming weeks. $CARR looks to be the next HVAC stock which might get interesting soon but this is large cap so it doesn't do the rapid drops and bounces like low volume $CSW $WSO $AAON etc. $FIX used to play this game when its market cap was 1/2 to 1/3 current but now its too momo" [X Link](https://x.com/SayNoToTrading/status/1973397496451027072) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-01T14:40Z 10.8K followers, 3939 engagements "Dare I say Jack Henry $JKHY at $XXX is what I would strongly prefer over $PYPL at $XX No I won't say it. That would result in too many emotionally charged comments from the Paypal mob on here" [X Link](https://x.com/SayNoToTrading/status/1973421186051907736) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-01T16:14Z 10.8K followers, 4938 engagements "Old quote from Mark Leonard of Constellation Software $CSU $CSU.TO $CNSWF regarding Jack Henry & Associates $JKHY. Theyre being hit hard right now on regional banking fears. Who do you like more here $JKHY or Fiserv $FI" [X Link](https://x.com/SayNoToTrading/status/1973499365391257933) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-01T21:24Z 10.8K followers, 4197 engagements "@fyee0308 Well I like $JKHY here but the "or" part is that I didn't like $FI after initial plunge to $XXX but do admit it's tempting me" [X Link](https://x.com/SayNoToTrading/status/1973611726794006991) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-02T04:51Z 10.8K followers, XXX engagements "@contextinvestor @LeoNelissen @juergentschi I can understand on the data and research which yes unlike $MCO is a large part of $SPGI. However the CRA side is highly regulated and I don't see the world's governments handing out new credentials to AI firms for this" [X Link](https://x.com/SayNoToTrading/status/1974244031661301782) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-03T22:43Z 10.8K followers, XXX engagements "Because I only got one buy in of Waters $WAT at its lows before rebounding I did sell it for a modest gain when Danaher $DHR dropped big on the 25th to buy more of it being higher conviction. Normally I don't do this type of thing. The exception is when the position is tiny due to the bottom being short-lived. Rather than have an excess number of those tiny positions I'd rather roll into more core names if opportunity presents itself. As it did with $DHR which is now up about XX% in about a week" [X Link](https://x.com/SayNoToTrading/status/1974856746024964595) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-05T15:18Z 10.8K followers, 1627 engagements "@jblan010 @nameistinna @patientinvestt Check feed I own $BAH" [X Link](https://x.com/SayNoToTrading/status/1975274903470546982) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-06T19:00Z 10.8K followers, XXX engagements "Nice spike after hours on Oscar Health $OSCR on Trump comments about possibly reaching deal on ACA subsidies. But I dont care about this. Tell me about Medicaid deal for Centene $CNC and Molina $MOH so I can make some real money" [X Link](https://x.com/SayNoToTrading/status/1975313353334747263) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-06T21:32Z 10.8K followers, 24.7K engagements "@TheEUInvestor Yeah $MCO is much more pure play for credit ratings light on research/data so not being hit as hard as $SPGI" [X Link](https://x.com/SayNoToTrading/status/1975587450908254385) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-07T15:42Z 10.8K followers, XXX engagements "@TheXCPA He's obviously out of touch with much recent to his own admission. I did enjoy him bringing up $WSO $WSO.B two different times though he was talking about relative to returns from 1980s through now" [X Link](https://x.com/SayNoToTrading/status/1975945344086401045) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-08T15:24Z 10.8K followers, XXX engagements "@invest091 Sucks. I have also been waiting to add some $TYL at $470s. Havent added for years. $ROP strong today too" [X Link](https://x.com/SayNoToTrading/status/1975972291684204989) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-08T17:11Z 10.8K followers, XXX engagements "@QualityInvest5 Yeah I finally bought $FI. The initial drop to $XXX wasnt enough for me but it was hard to resist now. Ive long owned $ADYEN. Fiserv is 2nd largest global market share for processing behind $JPM. If you check my feed a few days ago I posted market share of top 20" [X Link](https://x.com/SayNoToTrading/status/1976080263936643145) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-09T00:20Z 10.8K followers, 1728 engagements "@QualityInvest5 Lets just hope it doesnt turn into a $GPN but really their debt is what sunk them" [X Link](https://x.com/SayNoToTrading/status/1976082990016168378) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-09T00:31Z 10.8K followers, XXX engagements "Speaking of price per sq ft for $RKT took this pic and have been meaning to do post about them. This is very prime RE Dont own Rocket not for me because its a trade but I do think it could be a good trade from here. Whenever lower rates and refi boom comes Ill benefit with plenty of other holdings. Directly with $FICO $EFX $TRU and indirectly with all building and housing related stocks. Anything dependent on financing will ride along. Even braces like $ALGN" [X Link](https://x.com/SayNoToTrading/status/1976325275119124633) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-09T16:33Z 10.8K followers, 1587 engagements "You can only choose one today which $RACE vs. $HON vs. $CTAS" [X Link](https://x.com/SayNoToTrading/status/1976359604801221004) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-09T18:50Z 10.8K followers, 5033 engagements "@TribeRuffner They are very different. $BMI is small cap focused on specific type of hardware with software component. $ROP is diversified conglomerate over 10x the size. So I like them both but for different reasons" [X Link](https://x.com/SayNoToTrading/status/1976420460381470807) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-09T22:52Z 10.8K followers, XXX engagements "Does anyone remember that time when Mercado Libre $MELI stock dropped almost $XXX in XX hours Yeah it was a long time ago. Monday Sept XX thru Wednesday Oct X 2025. These kind of drops are a blessing for a name like this. Excluding the 2022 bear market when $MELI drops sharply more often than not it rebounds and usually quite quickly. As I posted I did buy last week at $2222.22 because like I said a pretty share price is more important than a lower price However I did later on get both a lower and pretty price at $2121.21 which was just a few dollars I think $X or X from the intraday low this" [X Link](https://x.com/SayNoToTrading/status/1976502714634006815) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-10T04:19Z 10.8K followers, 17.3K engagements "On this noticed $MELI was well into $2300s pre-market and dumped at open. This is why if I'm available I will unload high cost lots during extended hours. Sold those XX yesterday at $2294 while on Stairmaster after close. There is a buying bias in extended hours because it's almost all retail so use to your advantage" [X Link](https://x.com/SayNoToTrading/status/1976653069124612157) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-10T14:16Z 10.8K followers, 3915 engagements "Of course I had to bust out the $2121.21 again on $MELI today" [X Link](https://x.com/SayNoToTrading/status/1976680543598334333) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-10T16:05Z 10.8K followers, 3512 engagements "I bought $DECK and $CSW my $ODFL didnt fill which was set about dollars below current cost basis. Missed $BAH at $XX mine is $XX so wasnt looking at it earlier when it was above that. Haha I cant answer same questions all the time when they require detailed answers. I just answered @DougCatsby on that exact question in detail X days ago. Youre going to have to dig it up" [X Link](https://x.com/SayNoToTrading/status/1976864452005056544) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-11T04:16Z 10.8K followers, XXX engagements "Well not saying they are or are not favorites but I did buy at least $100k in each of these: $CHE $CSW $HON $WSO. Around 50k or more in each: $CTAS $IOT $ISRG $MELI $RACE. Couple dozen names with $5-40ish. Really wish I wasnt working from phone last hour I missed some I would have bought" [X Link](https://x.com/SayNoToTrading/status/1976879235785752928) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-11T05:15Z 10.8K followers, XXX engagements "@davey_juice Do not - I repeat DO NOT - buy $MELI unless you do a pretty price like this" [X Link](https://x.com/SayNoToTrading/status/1976887912018141341) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-11T05:49Z 10.8K followers, 1667 engagements "We will have a crash Those were the very last words by Andrew Ross Sorkin on the XX Minutes Booms Busts and Bubbles episode tonight. Cleverly edited to sound dramatic when he was just saying theres always a crash in the future he just doesnt know when" [X Link](https://x.com/SayNoToTrading/status/1977568045368578519) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-13T02:52Z 10.8K followers, 11K engagements "@GorrepatiRama Tired too but Im still buying at least XXX shares of $CPRT daily as I said I would Some days are more. I think I did XXX on Friday" [X Link](https://x.com/SayNoToTrading/status/1977581326208528792) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-13T03:45Z 10.8K followers, XXX engagements "Continuing topic as to what goes yin when market goes yang I already discussed $MKTX from Friday. Another example was $CSL. My highest cost XX were at $320-321. Was able to double down at mid-day lows of $XXX and then unload the higher cost in green. Did this with a few other positions on Friday too. Even on ugly days there are always places to make money the very same day even if market closes at the lows. Carlisle is one of the very best building suppliers among all which are public. $SPY beating CAGR long term" [X Link](https://x.com/SayNoToTrading/status/1977588060411015255) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-13T04:11Z 10.8K followers, 3317 engagements "@Linsanity0713 $MELI is not 4-5% of my portfolio that's its weighting in that account only. $CPRT is definitely not a spec" [X Link](https://x.com/SayNoToTrading/status/1977589282237043072) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-13T04:16Z 10.8K followers, XXX engagements "My pretty numbers are not a scam. On each of these X days the intraday low on $MELI was within just $X of them" [X Link](https://x.com/SayNoToTrading/status/1977762946122997932) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-13T15:46Z 10.8K followers, 2772 engagements "@brent_e_trader Search my feed for Brassica their $CMG backed competitor. So much better" [X Link](https://x.com/SayNoToTrading/status/1977946780986646567) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-14T03:57Z 10.8K followers, XXX engagements "On Cintas $CTAS stock take note that today we did match the April 7th intraday low" [X Link](https://x.com/SayNoToTrading/status/1978182519808741755) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-14T19:34Z 10.8K followers, 2723 engagements "@DeepValueBagger That's aftermarket. The stock $SPACEX sold for the $SATS deal about X weeks ago is $XXX if I recall. If you're paying more than X% above that you're getting ripped off. A lot of those dual-layers also charge management fees and some do carried interest. Say no" [X Link](https://x.com/SayNoToTrading/status/1978319646769160327) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-15T04:38Z 10.8K followers, XXX engagements "@MollyKapital $350-360s since it was just there intraday a number of times. Not being too cheap would be $365" [X Link](https://x.com/SayNoToTrading/status/1978323670654153053) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-15T04:54Z 10.8K followers, XX engagements "My problem this morning was not Progressive $PGR earnings plunge. My problem was having 45-min dog walking duty at market open and while doing that doing a few hundred thou $ in $PGR transactions from the absolutely atrocious Fidelity app. Finally back at computer" [X Link](https://x.com/SayNoToTrading/status/1978475772458492157) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-15T14:59Z 10.8K followers, 3911 engagements "@pepemoonboy Thats my long term bull thesis on $CNC and $MOH" [X Link](https://x.com/SayNoToTrading/status/1978591521529327803) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-15T22:39Z 10.8K followers, 2318 engagements "Speaking of fat fingers did this for Fiserv $FI and it didn't fill. Then I realized why" [X Link](https://x.com/SayNoToTrading/status/1978886287475015684) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-16T18:10Z 10.8K followers, 2913 engagements "I don't know when it will be but I believe we will look back at the tariff crash as we did the Covid crash - something rapid severe and short-lived. It may even be a quicker recovery than Covid as there were rolling bottoms for many sectors during that time. Here *almost everything is crashing at once. Both safe havens and speculative. *There are a few holdouts right now like P&C insurance. But for most part everything is crashing. Even munis are having their worst day in XX years so we took out the GFC record on that" [X Link](https://x.com/SayNoToTrading/status/1910017597762081258) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-04-09T17:10Z 10.8K followers, 152.9K engagements "Being that Fairfax Financial $FFH $FFH.TO $FRFHF has made me almost XXX% in X years figured I should take a closer look at Fairfax India Holdings $FIH.U $FIH.TO $FFXDF I would never try and invest in India directly. Never invest in markets you don't understand. Especially when there's the added dollar to rupee risk. Fairfax India has been an absolute train wreck. Then again you could say the same about Fairfax Financial from post GFC through Covid low. Luckily I didn't buy until then. I remember during the 2000s everyone said Fairfax was the next Berkshire Hathaway $BRK.A $BRK.B and that Prem" [X Link](https://x.com/SayNoToTrading/status/1927594202877010306) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-05-28T05:14Z 10.8K followers, 5066 engagements "If I were to trade a name Veeva Systems $VEEV would be at top of list. +19% today on earnings. But if you've owned for years this means nothing to you. Why Because ever since 2022 tech wreck $VEEV oscillates between $XXX to low $200s like clockwork. Today at $XXX it FINALLY broke out of the funk taking out the Aug X 2022 high of $XXX. Though still below the low $300s of 2020 and 2021. I'll just continue to wait in disappointment at the 5x roundtrips it has done from $XXX to $XXX since I've owned it. In case you don't know $VEEV announced their breakup with Salesforce $CRM in Dec 2022." [X Link](https://x.com/SayNoToTrading/status/1928188292895494364) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-05-29T20:34Z 10.8K followers, 3258 engagements "Is LandBridge $LB the next Texas Pacific Land Corp $TPL First let me tell you a story about TPL going back 25ish years ago. As I mentioned this morning Taser (now $AXON) was the ultimate battleground stock back then on Yahoo Finance and $MSFT MoneyCentral (now MSN) forums. Maybe not the ultimate but a frequent deep value stock discussed back then was Texas Pacific Land Trust (the C-corp conversion is very recent). Back then market cap was around $200M (today it's $25B). When you bought into $TPL you were paying around $XXX per acre from what I remember. The investment thesis back then was" [X Link](https://x.com/SayNoToTrading/status/1937635979860545552) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-06-24T22:16Z 10.8K followers, 5924 engagements "While not as high quality as Brown & Brown $BRO or Arthur J. Gallagher $AJG among the insurance brokers Marsh & McLennan $MMC is probably the most interesting here at $XXX. Thing is many people don't realize this post-Covid gravy train on crazy insurance hikes will hit a ceiling. Once it does these stocks could go flattish or underperform market for several years. For example if you bought $BRO at split-adjusted price of $XX in 2006 it was not back at that price for XX full years hitting it again 2016. Yeah GFC was between but Brown & Brown is not a bank or even an insurance company. Just an" [X Link](https://x.com/SayNoToTrading/status/1940831634594685033) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-07-03T17:54Z 10.8K followers, 3442 engagements "Great news for Alimentation Couche-Tard $ATD $ATD.TO $ANCTF shareholders. Also of interest to $CASY and $MUSA holders. They're finally pulling out of the hostile 7-11 takeover. As I have mentioned that was a dark cloud hanging and until that was resolved one way or another stock would be range bound. I only have my lowest cost XXX shares. Circle K food is kind of a joke compared to Casey's pizza right" [X Link](https://x.com/SayNoToTrading/status/1945675351352541423) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-07-17T02:42Z 10.8K followers, 3254 engagements "I've sold many 5+ year holdings this week for a good reason: $SLG $FRT $AVB $ESS $KIM $O $VICI $CPT Why Because these were Covid low buys. They were great deals and work as income plays but are drags on portfolio long term (decades). I sell all of my losing lots on every stock each year but last time my realized losses realized gains I think was 2018. Because of health insurers looks like this year that won't be a problem so now I am selling some of these since I can finally offset the gains. Many of these real estate holdings I had already reduced within the past couple years and I think all" [X Link](https://x.com/SayNoToTrading/status/1950569034241696084) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-07-30T14:47Z 10.8K followers, 4057 engagements "On the topic of losers in defense my biggest loser by far has been $LMT Lockheed Martin. I own all the prime including $LHX $HII $BA $NOC $GD and $RTX. You can search my feed for those tickers for more info. Am contemplating trimming a bit of this loser especially given that Boeing got the 6th gen F-47. $LMT SR-72 is sexy as hell but barely a needle mover if it moves forward. Especially given all the $$$ now being frontloaded for B-21 from $NOC (acceleration of production is last budget bill). At this point $LMT future cash flow is mainly legacy support for F-35 'til its sunset. Unless there" [X Link](https://x.com/SayNoToTrading/status/1950624896935174573) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-07-30T18:29Z 10.8K followers, 5385 engagements "Out of the 15-20 industrial stocks I bought first week of April and posted about then probably the most disappointing is $IEX IDEX Corp. Not to be confused with $IDXX IDEXX Labs which I also bought. After today's earnings it's flat. 15-20 others are almost all up 30-150%" [X Link](https://x.com/SayNoToTrading/status/1950696399554924969) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-07-30T23:13Z 10.8K followers, 3290 engagements "After 2+ years I sold my Factset $FDS stock today and here's why: (1) Gartner $IT dumped XX% today because of LLMs encroaching on the research they offer especially at the price points they offer ($20-80k or more per seat). Factset research facing similar albeit milder. (2) That price I bought $FDS at in May 2023 at $382/$383 were at intraday lows after a selloff. Meaning I was never underwater on it after not even for a day. But here we are almost back to those prices in a bull market what does that tell us (3) Unlike say health insurers who have faced extreme valuation compression that is" [X Link](https://x.com/SayNoToTrading/status/1952845863862321171) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-08-05T21:35Z 10.8K followers, 8273 engagements "Morningstar $MORN stock has now roundtripped back to April 7th black Monday low. $SPGI and $MCO investors may be interested because of DBRS. Call me an optimist but tiny Morningstar DBRS excites me when looking out 10-20 years. Just 2-3% global market share but X of only X credit rating agencies approved by US govt. I also hear they are a bit more let's just say hungry relative to Moody's S&P and Fitch. So certain types of companies will opt for DBRS to get their credit rating. You know why. $MORN is being sold off for same reason as $FDS $IT and similar - disruption by LLMs. I get it. Most" [X Link](https://x.com/SayNoToTrading/status/1953137495199056334) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-08-06T16:54Z 10.8K followers, 3489 engagements "Huge $TPL buy from Horizon Kinetics. I think $GOOG should start including our buy/sell tweets in their AI news slop if X share is all it takes to be top story" [X Link](https://x.com/SayNoToTrading/status/1953497866334253525) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-08-07T16:46Z 10.8K followers, 16.6K engagements "For the record I love all the trash co's $WM $WCN $RSG $GFL and $CWST. However the one I like best for long term is Casella Waste Systems $CWST and I'm liking it today for an add. First since 2023. CEO transitioning to chairman is not reason to sell the stock. From press release: "John Casella who joined his brother Doug in 1976 a year after Doug founded the company has led the growth and expansion of Casella Waste Systems into a leading waste management and resource solutions company in the eastern United States significantly enhancing value for shareholders customers and communities." Guy" [X Link](https://x.com/SayNoToTrading/status/1953528505251266633) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-08-07T18:47Z 10.8K followers, 6284 engagements "If you believe in any variation of AI 2027 coming to fruition you should be gravely concerned about an upcoming double-dip or worse in office REITs $SLG $BXP $VNO $KRC $CUZ $DEI $ESRT. I just sold my last slug of SL Green (attached) picked up in 2023 which was lower than covid low. Also dumped last of Empire State Realty Trust picked up in both 2020 and 2023 at $X. It's true work-from-home died and return-to-office is real. Not denying that. But which jobs are most at risk from AI First it's the people who work in offices. We don't need humanoid robots to replace them. Many are dispensable" [X Link](https://x.com/SayNoToTrading/status/1954947167354810692) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-08-11T16:45Z 10.8K followers, 2993 engagements "SaaS and related names least prone to AI disruption = those with a physical real world aspect which can't be vibe coded. $AXON = body cams $ISRG = robotics + challenging medical regulations Also $GRMN $IOT $CGNX $TRMB What are some good names to add to this list Or to agree/disagree with Not real world but $NOW users please share feedback on disruption risks" [X Link](https://x.com/SayNoToTrading/status/1955653276902584795) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-08-13T15:30Z 10.8K followers, 8401 engagements "Was asked this week about $NICE and I can think of few SaaS names I hate more. Even if you know nothing about them just the 10-year return of only XXX% should be a major red flag. Why such lag to peers and S&P Because it's hodgepodge of antiquated software code not even fit for the 2010s let alone the AI era. Every time I am forced to use NICE CXone as a customer - like right now - I get infuriated. I am typing this as I wait. It is so bad I have had conversations with Vitacost (owned by Kroger) senior customer service who tell me they know it hasn't worked right for 3+ years and nothing they" [X Link](https://x.com/SayNoToTrading/status/1957151001024340330) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-08-17T18:42Z 10.8K followers, 3803 engagements "Whenever Intuitive Surgical $ISRG dips for me it's buy first ask questions later" [X Link](https://x.com/SayNoToTrading/status/1958581352175214684) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-08-21T17:25Z 10.8K followers, 13.9K engagements "On the topic of $ISRG don't forget about proxy play $UFPT. Intuitive Surgical is the largest customer of UFP Technologies. Yes there has been rumblings of risks regarding the insourcing of the single-use and single-patient medical devices they buy from UFP. However for Intuitive to insource all that's too risky. I did add a little $UFPT stock during the tariff lows and and it's always on my dip buying watchlist" [X Link](https://x.com/SayNoToTrading/status/1959037905491697874) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-08-22T23:40Z 10.8K followers, 4800 engagements "For those who like Thermo Fisher Scientific $TMO and Danaher $DHR don't forget about Agilent $A stock. They are the measurements and testing division spun out from $HP in '99. - #1 market leader globally for gas chromatography - #2 for liquid chromatography after Waters $WAT - 1/3 instrument sales 2/3 consumables - Instruments cost $100k with 6-10 year useful life. - Similar to car engine due to high heat gets to point where replacing is cheaper than fixing worn parts. - Instrument cycle every 3-5 years = better throughput and more making upgrades useful regardless - X of only X companies" [X Link](https://x.com/SayNoToTrading/status/1959629909065969821) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-08-24T14:52Z 10.8K followers, 6006 engagements "One SaaS name really bucking the trend has been AppFolio $APPF Back in April I was telling you when I was buying it and why. We are now up XX% from there. I see some saying it's now expensive and a sell but if you're not a trader valuation is not out of line with historical" [X Link](https://x.com/SayNoToTrading/status/1960753978767237542) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-08-27T17:19Z 10.8K followers, 2551 engagements "I have a few hundred k $ in Constellation Software $CSU $CSU.TO $CNSWF and its spinoffs so I'm not a hater but seriously. why do I never hear the CSU crew talk about Roper Technologies $ROP Look past the cult of Mark Leonard and podcast pumpers for a moment and consider what is turning into their American counterpart. While both offer vertical market software which can be disrupted by AI $CSU consists largely of small less complicated software - average deal size something like $13-18M in recent years. Long term average is lower. Pre-AI what made this software valuable was each had such a" [X Link](https://x.com/SayNoToTrading/status/1963015229945872846) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-02T23:04Z 10.8K followers, 16.8K engagements "White Mountains Insurance Group $WTM stock is one you never hear about. Similar to Markel $MKL and Fairfax Financial $FFH $FFH.TO $FRFHF it's a name hoped/hyped to become a mini-Berkshire $BRK.B $BRK.A. During the Covid lows I have positions I picked up in all X with $WTM being the laggard. Back in 2020 White Mountains acquired a majority stake in Bermuda-based Bamboo Insurance. Later bumping it to XX% ownership in 2023. Bamboo is a managing general agency (MGA) they are not an insurer themselves. They are licensed to sell E&S insurance for other insurance companies (called "fronting" [X Link](https://x.com/SayNoToTrading/status/1963256783952297991) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-03T15:04Z 10.8K followers, 3596 engagements "Intuitive Surgical $ISRG forward EV/EBIT is 40x. You can see where that lands on historical" [X Link](https://x.com/SayNoToTrading/status/1963300459021775006) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-03T17:58Z 10.8K followers, 5894 engagements "Intuitive Surgical $ISRG now trades at a forward EV/revenue of XXXX. I've highlighted past times it has been at that level recently" [X Link](https://x.com/SayNoToTrading/status/1963311531430490347) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-03T18:42Z 10.8K followers, 9936 engagements "Regarding the Intuitive Surgical $ISRG stock drop today I listened to their presentation at the Wells Fargo Healthcare Conference which triggered it. The XXX bps tariff drag off of gross margins is not new it was discussed on Q2 earnings call. They did emphasize the XXX bps was the calendar year 2025 average meaning lower in Q2 and higher in Q3-Q4. Not sure if this was explicitly said on Q2 call. Seems the fear is refusal to guarantee 2026 gross margins of 70%. Each time asked they reiterated they simply don't know given the dynamic nature of the tariff situation. If you liked owning $ISRG at" [X Link](https://x.com/SayNoToTrading/status/1963373074965041668) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-03T22:46Z 10.8K followers, 4283 engagements "Post mortem analysis of Intuitive Surgical $ISRG stock drop this week. I understand some of you have said in comments you want to wait for $XXX or whatever due to a technical level from XXX years ago. That's fine I respect that but we would need a re-rating in multiples to hit that. I try not to wait for multiple re-ratings to buy because fact is multiples have rarely made sense on much since 2012/2013 or so. What we saw with $UNH re-rating this summer that is extremely rare. It went below GFC 2009 bottom multiples. Rather for a long term winner very high quality stock like $ISRG I am OK with" [X Link](https://x.com/SayNoToTrading/status/1964409834801156293) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-06T19:26Z 10.8K followers, 8037 engagements "Oracle $ORCL vs. Morningstar $MORN Hear me out. I'm not saying Joe Mansueto is some Larry Ellison but both are founders owning XX% and XX% of their companies' stock respectively. Joe is XX and probably has more time left than Larry XX. No one is as cutthroat and as obsessed with winning as Larry. Still I think it's too early to count out Joe and $MORN on the basis of being an AI casualty. As I've said before what I like best about them is their tiny Morningstar DBRS division a global credit rating agency. This is a business they've only been in since 2019. DBRS is one of only four CRAs" [X Link](https://x.com/SayNoToTrading/status/1966213043467309212) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-11T18:51Z 10.8K followers, 5930 engagements "@Cameronko Both $FDS and $MORN are definitely on probation. These are small calculated bets that their long term S&P beating performance may continue and AI may not destroy they. However that thesis may be wrong. Regarding $ISRG see my post on that today" [X Link](https://x.com/SayNoToTrading/status/1967732672861704347) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-15T23:30Z 10.8K followers, XXX engagements "With Hershey $HSY at YTD high today good time to bump my tutorial so new followers understand what the hell Im doing with all my buying. I do this with everything including $UNH" [X Link](https://x.com/SayNoToTrading/status/1968053909496504787) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-16T20:46Z 10.8K followers, 12.5K engagements "$MSCI and $MORN down today in sympathy with $FDS earnings. Then I start looking and even $SPGI is down X% and $MCO X% both of which are too distant from FactSet" [X Link](https://x.com/SayNoToTrading/status/1968739343595446301) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-18T18:10Z 10.8K followers, 6913 engagements "Between the spook on permits $LEN earnings yesterday and mortgage rates heading the wrong direction building suppliers have been sold off lately. One of the highest quality among them is Carlisle $CSL. I missed its tariff tantrum low as my buy was few dollars off. I am buying now for first time since 2023. Forward PE is 14-15 but I don't prefer that metric given their acquisitive nature. $CSL has had a monster buyback program as you can see" [X Link](https://x.com/SayNoToTrading/status/1969049295954555240) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-19T14:41Z 10.8K followers, 8048 engagements "Regarding $FDS and $LSEG vs. $MSCI I know that FactSet requires significant human capital (2/3rds of employees in low cost labor markets) and capital investment (2.4x the capex to FCF of $CME and 5.7x of MSCI) resulting in lower net income per employee (5x less than MSCI 20x less than CME). Still it just seems like $MSCI is too loved right now so between buying it vs. $FDS I'd go with latter. The last decent time to buy MSCI was when there was the ESG rating backlash which climaxed in April 2024 and that's when I bought. Yes $FDS may be an inferior business to MSCI indexing but at this moment" [X Link](https://x.com/SayNoToTrading/status/1969480491561828598) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-20T19:15Z 10.8K followers, 8331 engagements "Buy Kenvue $KVUE on Tylenol autism link Id rather buy Church & Dwight $CHD which is falling in sympathy. Perhaps X of only X or so consumer packaged goods stocks I can advocate as a permanent hold. The rest are only good for trades so not for me. Even after this drawdown $CHD still a 10-bagger in past XX years beating $SPY $VOO big time. Favorite brand of theirs Trojan condoms" [X Link](https://x.com/SayNoToTrading/status/1970224415653928993) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-22T20:31Z 10.8K followers, 9841 engagements "$AXON vs. $ISRG X very different yet similar stocks. Both undergoing a selloff albeit Axon mildly for now. Intuitive Surgical flirted with the April 7th level of $XXX past couple weeks before rebounding a bit. Axon still far above April 7th level of $XXX as you can see. Not saying we go down there but Id be okay with even high $500s to add. Similar to Musk and $TSLA compensation package Rick Smith has a big payday if he hits seemingly impossible targets. I would bet with him not against" [X Link](https://x.com/SayNoToTrading/status/1971000012080607249) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-24T23:53Z 10.8K followers, 4949 engagements "If you follow me you may know I've had a 1000 share position in $ODFL which I've been cycling shares on from the $170s down to current $XXX. Normally that involves going overweight 500-1000 shares (1500 to 2000 total) and then selling the higher cost lot(s) after rebounding green. Today for first time I'm not doing that. I sold XXX highest cost and am now underweight XXX. With so much I like on sale rather than tie up that money and wait I'll risk whether or not I get better price to add XXX more. FYI my realistic downside target for $ODFL is $XXX. That doesn't mean it can't go way lower." [X Link](https://x.com/SayNoToTrading/status/1971290863444914597) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-25T19:09Z 10.8K followers, 4101 engagements "That date and time was the bottom in Watsco $WSO $WSO.B at least for now. CSW Industrials $CSW is now most interesting HVAC stock. Note that its prior ticker was $CSWI before recent move to NYSE. If you see me use that accidentally thats why. Have to break the habit. However CSW probably has higher downside risk than WSO at each of their respective levels but its a different biz model" [X Link](https://x.com/SayNoToTrading/status/1972763658024583548) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-29T20:41Z 10.8K followers, 8361 engagements "The $FICO news this morning created a nice dip on Equifax $EFX stock. "FICO Mortgage Direct License Program tri-merge resellers have the option to calculate and distribute FICO Scores directly to their customers eliminating reliance on the three nationwide credit bureaus." It took me X years - this event - for me to finally double my $EFX position. To recap I had cycled through about $100k shares a few weeks ago on that intraday drop to $233/234 capturing the lowest cost XX shares and selling rest on rebound later that day and the next. Did same thing today and this time bought in XXX share" [X Link](https://x.com/SayNoToTrading/status/1973763086516662411) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-02T14:52Z 10.8K followers, 4078 engagements "Is Mohnish still in the metallurgic coal plays $AMR and $CNR (previously $ARCH) or did he flip-flop on that I flip-flopped on it but did so within just a couple days of buying. Last year I bought a little a Alpha Metallurgical Resources in my hard assets account (energy REITs utilities gold royalties). Price was around $XXX. Realized it was a mistake and got out quickly. Not that I'm bearish on metallurgic coal (not to be confused with thermal coal) but rather such capital intensive businesses I want to minimize and only buy on EXTREME drops - e.g. oil in March 2020. Haven't dug into $AMR" [X Link](https://x.com/SayNoToTrading/status/1973778113126666665) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-02T15:52Z 10.8K followers, 2981 engagements "$FICO holders Bill Pulte about to be interviewed. If he's not nice may get some weakness. Reminder: he's never nice to FICO but this is first interview since their new offering so who knows" [X Link](https://x.com/SayNoToTrading/status/1974125564199121161) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-03T14:53Z 10.8K followers, 2335 engagements "Buying some more Progressive $PGR today. +100 from last week while swapping out XX shares for a little bit cheaper too. Still want my $234-236" [X Link](https://x.com/SayNoToTrading/status/1975235197986824603) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-06T16:22Z 10.8K followers, 2704 engagements "When it comes to Americas favorite Ponzi scam today I sold my highest cost Strategy $MSTR shares after going green. This is what I am keeping from 2025 so far which are my lowest cost XXX. I also sold out of Semler Scientific $SMLR which Ive had a XXX share tracking position at $28-29 for I think over a year. Given the Strive $ASST acquisition want to see how that plays out. As we have seen with Ether and $BMNR vs. $SBET there really is no number X. Only number X gets the elevated mNAV. As such sticking with BitMine and Strategy not me-too names. However I will hold my lowest cost shares of" [X Link](https://x.com/SayNoToTrading/status/1975239439367741671) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-06T16:39Z 10.8K followers, 3666 engagements "Someone was asking about $SPGI yesterday. Here are my recent adds. Not doing serious buying yet. Given narrative of AI eating research and data (which is huge chunk of their biz) there are better deals at center of controversy like $MORN $FDS. As mentioned $MSCI still too loved here. If $SPGI goes to $450-460s I'll bump up buy increment to XX shares. On rebound will only hold lowest cost XX or XX depending where we land. Remember we hit $XXX on April 7th intraday low as you can see. A lot of non-AI stocks are flirting with the April 4-9th levels" [X Link](https://x.com/SayNoToTrading/status/1975585777313829125) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-07T15:35Z 10.8K followers, 5599 engagements "Do you know what the #1 reason is to not buy Fannie Mae $FNMA and Freddie Mac $FMCC stock Doing so supports Bill Ackman who is a snake for what he did to $UNH. He also pumped Fannie and Freddie during last trading day of 2024. This inflated returns on his fund and therefore his fees. Search my feed for details. You know what's somewhat similar though which you can buy and not benefit him Farmer Mac $AGM. Not in conservatorship so it's not that story. Though it is a gov sponsored mortgage story but for agriculture. As you can see from returns chart even if you bought at peak of real estate in" [X Link](https://x.com/SayNoToTrading/status/1975653606612234404) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-07T20:05Z 10.8K followers, 13K engagements "I don't do turnarounds. I buy long term winners with short term problems or at least those which appear short term. Look at long term (multi-decade) chart of $DEO and it's a disaster. Major market underperformer. Would not touch. Don't care if it doubles from turn-around. Plus I think alcohol is very destructive and health risks minimized. So glad people are drinking less at least the younger and smarter generations. With cigarettes anyone millennial or gen Z know exactly what they're signing up for if they smoke. Same cannot be said about alcohol whatsoever. People are so ignorant as to long" [X Link](https://x.com/SayNoToTrading/status/1975955982066069887) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-08T16:06Z 10.8K followers, XXX engagements "Hard truth to hear regarding Ferrari $RACE stock. I'll start with my own similar mistake. I bought Estee Lauder $EL two years ago because even though I'm a man I thought I knew women's buying preferences Similarly a lot of people on here think they understand Ferrari customers when they're not one themselves. I did buy $RACE at exact intraday YTD low on April 7th and then sold on August 11th which you can read about below and the reasoning. Very reluctantly simply because I can't resist falling knives of quality companies I did nibble XX shares today at $XXX. However this buy will be treated" [X Link](https://x.com/SayNoToTrading/status/1976306913865498744) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-09T15:21Z 10.8K followers, 12K engagements "This pattern is really starting to piss me off Here's the one year chart of Waste Connections $WCN. You can see where it hits $XXX. Two Thursdays ago I had the mid-day dog walking duty which inconveniently is 12-1 pm. Last hour of trading. On that Thursday $WCN hit $170.xx briefly but I missed it thanks to the recently unusable Fidelity app. Today also Thursday exact same situation. This time I was able to buy but not ideally. Would have done better at desktop for sure. $WM $RSG $CWST also interesting here" [X Link](https://x.com/SayNoToTrading/status/1976414595490496985) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-09T22:28Z 10.8K followers, 4109 engagements "@man26uel Yeah not the tariff low but $HON like many non-AI industrials right now is matching the mid-April level" [X Link](https://x.com/SayNoToTrading/status/1976415813034004548) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-09T22:33Z 10.8K followers, XXX engagements "@DigitalSamIAm Agree with all and you just made the best bull argument as well as analogy for $RACE. Did you know Rolex is a non-profit Or at least owned by one. Too bad they couldn't structure it so watch purchases would have a tax deductible value attached to them" [X Link](https://x.com/SayNoToTrading/status/1976416805284610490) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-09T22:37Z 10.8K followers, XXX engagements "@LasVegasLocally I dont get mad I get even. Buying $UNH stock during this yearss lows was best way to offset any future raping on policy costs" [X Link](https://x.com/SayNoToTrading/status/1976507720749752575) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-10T04:38Z 10.8K followers, 4395 engagements "@twikroya Same answer for $UI. Remember I only sell if thesis breaks and I mean seriously breaks" [X Link](https://x.com/SayNoToTrading/status/1976635739099287820) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-10T13:07Z 10.8K followers, XXX engagements "Didn't have time to post this yesterday: bought a little $ADP. Why Well you know my negative thoughts on it and $PAYX and if not search my feed for either ticker. Thing is it as well as many non-AI industrials are hovering near April lows and some have even taken them out like the trash companies. I'm talking literal trash not $IONQ. I always like exposure to opposite of prevailing thesis even when I agree with it. As in if we don't get mass employment disruption from AI then $ADP should be a decent buy here in the long run. Plus I had lightened up my exposure to $PAYC and $PCTY this summer" [X Link](https://x.com/SayNoToTrading/status/1976648887453802855) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-10T13:59Z 10.8K followers, 2377 engagements "Lemonade $LMND. The primary reason I did this is so whenever I discuss it I hope to not deal with so many comments calling me a short or bear. As I've said many times it's just a valuation thing and risk/reward relative to $PGR etc. For vast vast majority of people on here investing is your hobby or side gig. If you lose you're fine. For me it's everything. I don't need to make it already have. Just need to preserve" [X Link](https://x.com/SayNoToTrading/status/1976678139251356093) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-10T15:56Z 10.8K followers, 9269 engagements "You need to seriously reconsider your investment strategy if at least some things in your portfolio didn't put a big smile on your face yesterday. No I'm not talking about a smile because you can buy them lower (that's good too). Rather I'm talking all these correlated stocks and crypto pumped on X. It's not just the top XX trending stocks on here. More like the top 50-100. Sure there are many good companies within those but why you really like them is because they have had good momentum. Translation Share price growth has far exceeded that of fundamentals even forward looking years out. When" [X Link](https://x.com/SayNoToTrading/status/1977019384112857102) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-11T14:32Z 10.8K followers, 10.8K engagements "What was my #1 favorite stock from yesterday If you're a newer follower you should definitely read this as it explains how I buy and sell. MarketAxess $MKTX and $PYPL have a lot of similarities actually. However one is an X favorite while the other X couldn't care less about. I'm sure you've seen the below chart from @fiscal_ai or ones like it circulating on here for $PYPL. You can chart the same for $MKTX but it's even cleaner. Despite the disastrous drawdown in MarketAxess stock which I have been posting about as long as I've been on here I make money on every transaction for it. I'm" [X Link](https://x.com/SayNoToTrading/status/1977028392190169094) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-11T15:07Z 10.8K followers, 6441 engagements "Are you pissed about $HOOD not allowing orders Friday They did me worse; $85858 trading error As I mentioned to @pepemoonboy yesterday I only had difficulty on Robinhood app for a min or two. It was right before close. I was trying to buy XXX shares of $ISRG and I kept encountering an error after swiping up to submit. Eventually the order went through. Guess what While looking over my account today I see that rather than XXX shares at $XXXXXX it executed this transaction TWICE. See screenshot. That's an extra $85858 spent without my permission. So what am I going to do I ask WWTD Trump would" [X Link](https://x.com/SayNoToTrading/status/1977128585875144719) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-11T21:46Z 10.8K followers, 36.6K engagements "For those who need to hear another reason they should stay away from $UPS stock they are intentionally destroying customers shipments due to "nightmare" of new customs requirements. However the main reason to avoid this name is the long term chart right in front of you. As you can see it total annual return since 1999 is only XXXX% per year and that is factoring in dividends without taxes reinvested. the most favorable calculation possible. A few years ago major divergence as thesis broke. UPS is unionized and $FDX is not. Both are in trouble but UPS much more so. With the debt levels they" [X Link](https://x.com/SayNoToTrading/status/1977623838591447195) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-13T06:34Z 10.8K followers, 6724 engagements "@CedarStResearch How about now" [X Link](https://x.com/SayNoToTrading/status/1977754959220244715) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-13T15:15Z 10.8K followers, XXX engagements "Crypto crash is not bearish $RACE and here's why. All the youngins buy McLaren millennials buy Lambo and only boomers buy Ferrari" [X Link](https://x.com/SayNoToTrading/status/1977769430550778160) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-13T16:12Z 10.8K followers, 4708 engagements "To counter all the $NVO bulls who only post positive news let's talk about Catalent $CTLT which I did buy before Novo Nordisk bought them. This has been an unmitigated disaster and today casualties include Scholar Rock $SRRK who has a phase X spinal muscular atrophy drug which is being held up not because of efficacy or safety but rather because $NVO can't get their act together to manufacture safety" [X Link](https://x.com/SayNoToTrading/status/1977796250692141127) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-13T17:59Z 10.8K followers, 6119 engagements "Progressive $PGR earnings date is already here. Tomorrow before open. Normally I don't do share rotations right before earnings. After buying lower I want as much time as possible to unload my higher cost lots. Doing that right before earnings volatility is just gambling. However even taking that into account thought risk/reward still made sense to do that with $PGR yesterday so I bought $XXX and sold my $XXX shares this morning on rebound. That buy at $XXXXXX you see the reason it was only X shares is that's all that got filled. It was the exact intraday low during market hours. Will find" [X Link](https://x.com/SayNoToTrading/status/1978111281438560590) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-14T14:50Z 10.8K followers, 3312 engagements "$HON On the $1M+ I bought Friday as mentioned I was not going to spend my evening itemizing all 40+ when they're already in my feed. However in a follow-up reply I did on Sat or Sun I did list the majority of them $ weighted with all names having $100k+ and $50k+ buys. $HON was among the X or X names with a $100k buying on Friday. I unloaded my highest cost lots today and am keeping these lowest XXX at $XXX. I really would prefer lower where you see my cursor on that chart is where I'd be more comfortable. A lot of non-AI related industrials have hit their April 4-9th lows or close to it." [X Link](https://x.com/SayNoToTrading/status/1978162857213845843) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-14T18:15Z 10.8K followers, 5741 engagements "Still not as bad as Fidelity app The biggest drawback with $SCHW app are all the safety boxes you have to agree to every time you place an order. e.g. this is similar to an open order this limit order will execute because current price is lower crypto involves risks and so on" [X Link](https://x.com/SayNoToTrading/status/1978204809766613274) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-14T21:02Z 10.8K followers, 10.1K engagements "Morgan Stanley analyst thinks Rocket Lab $RKLB can challenge SpaceX sooner than expected. Any $MS clients here that can share with me the report" [X Link](https://x.com/SayNoToTrading/status/1978321530821218414) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-15T04:46Z 10.8K followers, 25.4K engagements "Busy morning. Lots of share rotations on the trash $RSG $WM $WCN. With P&C insurers in the shitter debating an add on $CB and possibly $SKWD. I think Skyward I will wait for $XX. @CedarStResearch what's your take" [X Link](https://x.com/SayNoToTrading/status/1978523502668923279) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-15T18:08Z 10.8K followers, 2896 engagements "@CedarStResearch Aren't you concerned about the cat risks on Skyward That's what's holding me back. $CB will be just fine but $PGR will beat them long term so hard to buy Chubb on a day when Progressive is on sale" [X Link](https://x.com/SayNoToTrading/status/1978526054739284410) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-15T18:19Z 10.8K followers, XXX engagements "Remember I am always allowed to sell highest cost shares and it's not trading As such a little $AMZN today. However these are so far above my 3k share add at $160s in April I will have to let these XXX go eventually" [X Link](https://x.com/SayNoToTrading/status/1978545159618064410) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-15T19:35Z 10.8K followers, 26.7K engagements "Tiniest nibble on $AXON but remember highest cost lots always subject to selling on rebound. Similar +5 share on $TDG earlier. Basically the top quality losers today after the big P" [X Link](https://x.com/SayNoToTrading/status/1978580005744427156) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-15T21:53Z 10.8K followers, 3740 engagements "Was hearing all this hate on here about @QualityInvest5 video as to why he hates PayPal $PYPL stock. So when I did an impromptu workout on my rest day Sunday it was on YT's recommended so I let it play. I'm not going to address all the points in it he made but do want to focus on one: the auto-saving of credit card info in your browsers and phone. Back in the day this was the purpose PayPal served aside from P2P. A digital wallet where your cards were saved. Today and for a very long time now that use has become pointless for most. In fact many go out of their way to NOT use PayPal even when" [X Link](https://x.com/SayNoToTrading/status/1978694844081176916) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-16T05:29Z 10.8K followers, 8489 engagements "Yesterday Ferrari $RACE CEO Benedetto Vigna said the company's earnings projections are "ambitious" but they always deliver on promises. Not sure that was something people wanted to hear given the rather muted growth projections they made would not be described as "ambitious" by many. The earnings pop from $MC $MC.PA $LVMHF $LVMUY seems to be helping $RACE last X days. I did go up to XXX share buys once we got to $380s. I've been selling on the recovery and this is what I current have. Will hold those lowest XXX unless we go lower in which I'll re-start buying" [X Link](https://x.com/SayNoToTrading/status/1978846723067040180) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-16T15:33Z 10.8K followers, 2940 engagements "Moody's $MCO back to exact price of highest cost lot. To add or not add I hate indecisiveness. That's OK though because today is all about buying insurance brokers $BRO $AJG $BWIN which tanked thanks to $MMC" [X Link](https://x.com/SayNoToTrading/status/1978897027762168300) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-16T18:53Z 10.8K followers, 2806 engagements "Marsh & McLennan Companies $MMC was always too long but the re-branding to just Marsh need I remind you of that definition It's a synonym for swamp" [X Link](https://x.com/SayNoToTrading/status/1978908713726468383) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-16T19:39Z 10.8K followers, 2756 engagements "I did sell these this AM at around $XXX though I did just buy $AMZN again. Its not trading" [X Link](https://x.com/SayNoToTrading/status/1978925897043325009) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-16T20:47Z 10.8K followers, 1613 engagements "@QualityInvest5 Havent looked at comments yet. How many do I need to scroll through until I get to a $PYPL vs. $FI fight" [X Link](https://x.com/SayNoToTrading/status/1978926602424848860) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-16T20:50Z 10.8K followers, XXX engagements "$ELV $UNH $CNC $MOH $CI $OSCR Next Tues at 8:30 am Gail Force will be reporting Q3 for Elevance. Remember their last quarter is what tanked the stock as well as the cohort July 17th onward for another leg down which we have since recovered entirely and then some. If earnings and guidance are less bad than feared we could be looking at an upward catalyst for all health insurers. Don't mess with Gail Force" [X Link](https://x.com/SayNoToTrading/status/1978947563891101785) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-16T22:14Z 10.8K followers, 6790 engagements "Builders FirstSource $BLDR among biggest losers on S&P today. Nothing unique as $ITB down X% and it's among the higher beta names in there. $NVR $DHR $LEN $PHG all around -2%. $HD and $LOW around -1%. Interesting that $BLD is down half that of $BLDR as they're both around same beta. This did lead me to double up on $BLDR today with intention of selling higher cost XXX later. Have done this on BLDR since around $XXX downward" [X Link](https://x.com/SayNoToTrading/status/1929591496111796723) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-06-02T17:30Z 10.8K followers, 3278 engagements "I was asked about Watsco $WSO $WSO.B earnings drop and if I was buying. No even with today's drop still far above the June 17th low when I added" [X Link](https://x.com/SayNoToTrading/status/1950672752245129264) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-07-30T21:40Z 10.8K followers, 2180 engagements "Major misbehavior this morning by Watsco $WSO $WSO.B which I never pre-authorized. Not that unusual. Sure residential HVAC is weak right now but peers aren't being hit like this. Lennox $LII is -X% and Carrier $CARR is -2%. Thing is Watsco always has low liquidity and high insider ownership. Whenever a fund or major holder wants to dump you regularly see -X or -X% dips intraday. Missed the initial misbehavior while I was surfing. After that have cycled through a few hundred shares of $WSO the past hour and this is what I have left at moment. Will unload the 4-handle lots once they're green." [X Link](https://x.com/SayNoToTrading/status/1958577472708243644) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-08-21T17:10Z 10.8K followers, 5658 engagements "On this Watsco $WSO $WSO.B move I told you about yesterday long before JPow - I'm talking at opening bell - my highest cost lots all sold in green leaving me with the 3-handle lot. Just as I have explained with $AAON this is very similar and I'm not talking about the HVAC aspect. That's just a coincidence. I mean the ownership structure of the companies the illiquidity and therefore the exaggerated price moves on downside which are often very short lived. Not 3-day rule it's 3-hour rule and in the case of $AAON sometimes 3-minute. $WSO is a milder version" [X Link](https://x.com/SayNoToTrading/status/1958943979015479358) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-08-22T17:26Z 10.8K followers, 3083 engagements "Unpopular opinion: If you're bullish China might be safer to long $CROX here over $PDD $BABA $TCEHY This may convince you of that in X mins:" [X Link](https://x.com/SayNoToTrading/status/1959318074672431115) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-08-23T18:13Z 10.8K followers, 12.4K engagements "Just now I couldn't resist adding XXX shares of Roper Technologies $ROP stock. As always my highest cost lots are subject to selling after rebounds so perhaps this lot won't be a keeper. All I know is that I love CEO Neil Hunn's OCD about converting revenue to FCF at or above the XX% mark" [X Link](https://x.com/SayNoToTrading/status/1962906808747749487) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-02T15:53Z 10.8K followers, 13.7K engagements "Watsco $WSO Want to make a bet on what happens next" [X Link](https://x.com/SayNoToTrading/status/1966536301672309080) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-12T16:16Z 10.8K followers, 9490 engagements "Had to walk dog last XX mins 'til close so I missed this IDEX $IEX drop to $XXXXXX. Which coincidentally is my exact cost basis. I would have added XX at that price. Not as high quality as Ametek $AME (Buffett fav) and Parker-Hannifin $PH two other industrial consolidators but $IEX is definitely high quality. If $AME and $PH are 10s then I'd say $IEX is a solid X. Normally beats S&P by a couple hundred basis points but recent underperformance has brought it in-line. If you think the thesis isn't broken then outperformance could happen next X years" [X Link](https://x.com/SayNoToTrading/status/1968453682820993305) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-09-17T23:15Z 10.8K followers, 4479 engagements "PayPal $PYPL longs. I hear from so many of you about valuation but not many of you seem to use it yourselves. I've used PayPal since I was XX or XX back when you only needed an email to signup. They gave you $XX too for doing so. It was how I took payments when selling on $EBAY as a kid. From then through now have only had lackluster experiences using them at best. At worst terrible policies regarding payment disputes and non-existent customer service. Just as they didn't care if I was a minor way back then today they don't care if scammers use their system to generate various fake billing" [X Link](https://x.com/SayNoToTrading/status/1974943110619934908) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-05T21:01Z 10.8K followers, 49.2K engagements "$PYPL vs. $FI stock What is the best case to be made here as to why one should NOT choose Fiserv over PayPal" [X Link](https://x.com/SayNoToTrading/status/1975219520827744475) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-06T15:20Z 10.8K followers, 8754 engagements "I've said it before and I'll say it again. From risk/reward starting here I like Roper Technologies $ROP over Constellation Software $CSU $CSU.TO $CNSWF. Remember I do have XX new CSU shares from the Mark Leonard selloff (first buy since 2022) so I'm not hating it. Thing is all the compounder/quality bros fail to realize or accept Constellation has always been about ROI per deal not deal quality. Sure they are highly diversified but a lot of it is low quality software. They only paid a very low single-digit multiple on it so they were OK with that. I'm not OK with that in the age of AI where" [X Link](https://x.com/SayNoToTrading/status/1976155384743330290) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-09T05:18Z 10.8K followers, 5882 engagements "I hate PayPal $PYPL. PT of $56-57 for serious buying" [X Link](https://x.com/SayNoToTrading/status/1976752769827836043) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-10T20:52Z 10.8K followers, 31.9K engagements "Said a while ago I would buy XXX shares of Copart $CPRT every single day. I lied. Friday was more than that" [X Link](https://x.com/SayNoToTrading/status/1977586546271551898) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-13T04:05Z 10.8K followers, 5801 engagements "For those asking me about rare earths minerals stocks like $MP $USAR $LYSDY $LYSCF $ARRNF $NEO.TO $UURAF $CRML. You do realize a lot of these are a little more than billion dollar biz plans Even the best the only one I own which is $MP MP Materials has a market cap of $14B is X years away from having a theoretical 16x multiple according to X analyst only. I bought at $XX and would have zero interest buying it here. Keep in mind that most mining stocks should have a low to mid single-digit multiple and despite the wording rare earths are not rare. It's the refining capacity which is rare" [X Link](https://x.com/SayNoToTrading/status/1977731780674453624) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-13T13:42Z 10.8K followers, 23.4K engagements "No surprise here with $CRML $USAR $MP etc. These are such long term endeavors there will be plenty of opportunities between now and the future to get in. Some will de-risk. Some will go away" [X Link](https://x.com/SayNoToTrading/status/1978483893855723606) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-15T15:31Z 10.8K followers, 3237 engagements "Why am I not buying selloff in regional banks $KRE $TFC $MTB $HBAN $CFG $RF $CFR $PB $KEY These are horrific investments. I didn't say they can't be good trades but if you do that even then you are unlikely to beat the S&P if you're in taxable account with high bracket. During 2023 Silicon Valley Bank fiasco I bought several of the highest quality regionals as well as custodian banks $STT $BK and auxiliary plays like $FIS. I only held onto my shares in these at the exact bottoms from 2023 and if you follow me you know that often means within X% of their low. Some within pennies of their" [X Link](https://x.com/SayNoToTrading/status/1979200895499014658) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-17T15:00Z 10.8K followers, 3840 engagements "I honestly think @XCreators Monetization is literally a scam @nikitabier and even Grok tells me this game you play "it's a common complaint." 3+ months ID verification pending since early July. This is despite having my @Premium ID verification approved within just hours at same time. No resubmit option either. Support tickets loop endlessly with AI bots. For months now I can't reach a human @Support or elsewhere @XEng despite explicitly asking for such. I wonder if @elonmusk and @xai do this ID pending intentionally to cut costs but only for a fraction of accounts as to not make it obvious." [X Link](https://x.com/SayNoToTrading/status/1979221114875269625) [@SayNoToTrading](/creator/x/SayNoToTrading) 2025-10-17T16:21Z 10.8K followers, 6162 engagements
[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.]
@SayNoToTrading Say No To Trading
There are various discussions happening on social media about different stocks, with some users sharing their personal experiences with trading and specific companies. Some users are discussing their investments in companies like PayPal, TradeWeb, and MarketAxess, while others are sharing their opinions on stocks like Cava, Oscar Health, and Dexcom. The conversations also touch on topics like trading errors, app issues, and market trends.
Engagements: XXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +0.03%
- X Months XXXXXXXXX +1,465%
Mentions: XXX #
- X Week XXX +10%
- X Month XXX -XXXX%
- X Months XXXXX +189%
Followers: XXXXXX #
- X Week XXXXXX +1.60%
- X Month XXXXXX +11%
- X Months XXXXXX +922%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXXX% finance XXXX% cryptocurrencies XXXX% technology brands XXXX% automotive brands XXXX% luxury brands XXXX% countries XXXX% exchanges XXXX% currencies XXXX% fashion brands XXXX%
Social topic influence stocks #4279, has been 0.94%, $isrg #23, all the 0.88%, long term #854, $wso #1, $meli #43, $bmi #4, $spgi #32, $efx #4
Top accounts mentioned or mentioned by @amitisinvesting @leonelissen @slim20359096 @rentyourstocks @brent_e_trader @jonnagap @unusualwhales @hdt555el @caretak8r @durablecreators @qualityinvest5 @triberuffner @invest091 @nameistinna @behavioralbull @brentetrader @tadeuzwitkow @vijaysanatanii @taobanker @winnerinvestor
Top assets mentioned Intuitive Surgical, Inc. (ISRG) Watsco, Inc. (WSO) MercadoLibre Inc (MELI) Bridge Mutual (BMI) S&P Global Inc (SPGI) Effect.AI (EFX) Fair Isaac, Corp. (FICO) Waste Connections, Inc. (WCN) Casella Waste Systems Inc (CWST) Copart, Inc. (CPRT) MarketAxess Holdings Inc. (MKTX) Roper Technologies Inc (ROP) Morningstar, Inc. (MORN) PayPal Holdings Inc (PYPL) Robinhood Markets, Inc. (HOOD) Fiserv, Inc. (FI) UnitedHealth Group (UNH) Factset Research Systems, Inc. (FDS) Danaher Corporation (DHR) Ferrari N.V. (RACE) Progressive Corp (PGR) Moody's Corporation (MCO) Watsco, Inc. Class B (WSO.B) Helium IOT (IOT) Axon Enterprise, Inc. (AXON) Msci Inc (MSCI) Marsh & McLennan Companies, Inc. (MMC) Waste Management, Inc. (WM) Republic Services, Inc. (RSG) Cintas Corporation (CTAS) Tesla, Inc. (TSLA) Elevance Health Inc (ELV) CSW Industrials, Inc. (CSW) Heroes of NFT (HON) Wat (WAT) TrueBit (TRU) CAVA Group, Inc. (CAVA) Amazon.com, Inc. (AMZN) Rocket Lab USA, Inc. Common Stock (RKLB) MURPHY USA INC. (MUSA) Kinsale Capital Group, Inc. (KNSL) Verisk Analytics, Inc. (VRSK) BITMINE IMMERSION TECH (BMNR) Centene Corp (CNC) Trimble Inc (TRMB) Church & Dwight Co., Inc. (CHD) CME Group Inc (CME) Casey's General Stores, Inc. (CASY) Neurobro (BRO) Arthur J. Gallagher & Co. (AJG) Costco Wholesale Corporation (COST) Costco Hot Dog (COST) Morgan Stanley (MS) Descartes Systems Group Inc (DSGX) Clean Harbors, Inc (CLH) IDEX Corporation (IEX) Alphabet Inc Class A (GOOGL) SBET (SBET) Bull Market (BULL) CSW Industrials, Inc (CSWI) Lemonade, Inc. (LMND) GLOBANT S.A. (GLOB) Thermo Fisher Scientific Inc. (TMO) Jack Henry & Associates, Inc. (JKHY) Molina Healthcare, Inc. (MOH) Kenvue Inc. (KVUE) Berkshire Hathaway Inc Class B (BRK.B) Berkshire Hathaway Inc. (BRK.A) Decentral Games ICE (ICE) DLocal Limited Class A Common Shares (DLO) The Baldwin Insurance Group, Inc. Class A Common Stock (BWIN)
Top Social Posts #
Top posts by engagements in the last XX hours
"Next Thursday after close are Samsara $IOT earnings. Thanks to your help it seemed to get the votes among highest quality SaaS names with a hardware component to minimize AI disruption risk. Similar to $AXON $BMI $ISRG $TRMB. Owned all those and some for very long time but always held off on Samsara stock due to same reason we all do; valuation. To recap I started a small $IOT position on Aug 14th after that conversation at $XX. Then when it re-visited that level last Wed I bought more. Currently have 1k shares. I don't know the company/industry well enough to make an informed earnings"
X Link @SayNoToTrading 2025-08-29T17:38Z 10.8K followers, 12.6K engagements
"Once I put a ticker on iPhone stock app I am getting serious about buying. I keep very few individual names on there mainly just use it for US and global markets. Waters $WAT hit $XXXXXX and you know I like pretty numbers. As to why I like Waters my recent post on $A Agilent touches on them: Long term $WAT slightly beats S&P but recent bear market in life sciences has them underperforming. I'm thinking next X years likely to be opposite of last X. Do note that in July Waters announced they will get into the flow cytometry business with its purchase of Becton Dickinson $BDX biosciences and"
X Link @SayNoToTrading 2025-09-03T16:20Z 10.8K followers, 8559 engagements
"@vijs2k I added on $SPGI but not $MSCI"
X Link @SayNoToTrading 2025-09-19T18:03Z 10.8K followers, XXX engagements
"Regarding Samsara $IOT $QCOM $TRMB and my friend who sells trucking SaaS and was at the Intermodal EXPO in LA last week"
X Link @SayNoToTrading 2025-09-24T18:17Z 10.8K followers, 4463 engagements
"For what they are I prefer Church & Dwight $CHD over Kenvue $KVUE. However I did buy 1k shares at $XXXXX just now. Though really Im just buying the $JNJ spinoff back which I sold shortly after receiving. Ive owned Johnson & Johnson stock since the exact Covid bottom which was March XX 2020 for the S&P. Since I have been trying to reduce dividends in recent years not sure I will keep these $KVUE long term. I just like buying controversy and falling knives"
X Link @SayNoToTrading 2025-09-26T16:58Z 10.8K followers, 4621 engagements
"I did add about $100k of Constellation Software $CSU $CSU.TO $CNSWF yesterday but only intend to keep the lowest cost XX shares I add. If we go lower Ill buy more and increase the net add to +33 +50 and so on. The upcoming call on Wednesday regarding Mark Leonard to Mark Miller may or may not be clearing event. I just wish this was not such a loved stock. Id feel better buying it if there was more negative sentiment right now. I have yet to see that. There are too many new investors in it the past couple of years and I could see it falling out of favor with them if downtrend continues since"
X Link @SayNoToTrading 2025-09-27T16:04Z 10.8K followers, 9218 engagements
"Speaking of Equifax $EFX drop on $FICO news I also did a XX share nibble on TransUnion $TRU today. You can see where I originally bought on Oct XX 2023. That day is X year low. Both of these companies as well as Experian $EXPGY $EXPGF $EXPN each bottomed on Oct XX XX and XX 2023 (different stock each day). Equifax is higher quality than TransUnion especially with their newer employment background verification service. So I'm not in a hurry to add on $TRU. If we hit $XX I will nibble probably XX shares"
X Link @SayNoToTrading 2025-10-02T17:44Z 10.8K followers, 6809 engagements
"Cant click this headline because I wouldnt pay CNBC a dollar but isnt this a bit premature Im a former long-time $OXY shareholder before Tricky Vicki ruined the balance sheet with Anadarko deal in 2019. Even with Buffetts usurious financing to fund that deal - so $OXY could do so without shareholder vote - it has not exactly been a great investment for $BRK.A $BRK.B. I admit OxyChem is among the more attractive parts of their business and when chemicals are back in it will be attractive. Thing is as with all of Tricky Vickis terrible decisions the best way to monetize that would be do an IPO"
X Link @SayNoToTrading 2025-10-05T16:22Z 10.8K followers, 4607 engagements
"Since the house always wins I always prefer to own the casino over the most egregious casino stocks. I'm talking the exchanges like $ICE $CME $NDAQ $COIN as well as brokers $HOOD $IBKR. As to what casino stocks are you know what they are and I'm not talking $WYNN. When it comes to Intercontinental Exchange $ICE I really love the Polymarket deal. Gambling of the future will not be at physical slot machines but rather Polymarket Kalshi sports and meme stocks. Though after next market crash meme stocks will be go out of style possibly for several years. However their behavior won't change"
X Link @SayNoToTrading 2025-10-08T15:59Z 10.8K followers, 4778 engagements
"For those who say retail participation in this euphoria is nothing like 2021 I present you this chart"
X Link @SayNoToTrading 2025-10-08T21:32Z 10.8K followers, 17.9K engagements
"@ryan_vlnstudy I missed $WCN on that Thursday while walking dog. My add target was at $170.xx which it hit briefly that day"
X Link @SayNoToTrading 2025-10-08T21:54Z 10.8K followers, XXX engagements
"@HatedMoats You mean here I did buy before this though starting at I think $120"
X Link @SayNoToTrading 2025-10-08T22:56Z 10.8K followers, XXX engagements
"Debating add on $DLO today. New position small. I want to keep it small as $MELI is only name there I feel comfortable with in a sizable amount"
X Link @SayNoToTrading 2025-10-10T16:20Z 10.8K followers, 9059 engagements
"A lot of people are saying I'm a stable genius for my $ISRG on Friday. My good friend Vlad runs a fabulous operation over at $HOOD"
X Link @SayNoToTrading 2025-10-13T14:22Z 10.8K followers, 8639 engagements
"Latest $CAVA stock boots-on-the-ground research. Summary: As both shareholder and customer I am pissed at @cava as their operations are a total disaster. To recap I have been eating at Cava for 8+ years and quality has declined dramatically in 2025. I'll refrain from the universal rants on recent portion sizes and stick with my visit yesterday: - Visited Laguna Niguel location at 5:20 pm on Sunday. - Not busy at all which makes what comes next especially inexcusable. - No falafels and a XX minute wait for them in same breath they say they are most popular protein along with chicken (so why"
X Link @SayNoToTrading 2025-10-13T22:51Z 10.8K followers, 12.9K engagements
"Sailpoint $SAIL earnings before bell on Tues. Thoma Bravo took this cybersecurity stock private in 2022 did their usual shenanigans then dumped on market with an IPO in Feb. Well I have heard they are good at what they do they are an older company founded in 2005. $OKTA is supposedly easier and cheaper to use than $SAIL. As market maintains momentum we are getting more and more lower quality IPOs like this. Many trying to ride coattails of whatever hot themes there are. Be careful. If you participated in $SAIL IPO like I did you lost money. I knew better as to the lower quality of this"
X Link @SayNoToTrading 2025-09-07T19:30Z 10.8K followers, 5758 engagements
"Chewy $CHWY earnings before bell on Wed. No predictions and dont really care about quarterly noise. This is one of the few retailers which $AMZN does a horrible job competing against. Did I tell you about the time Amazon sent me an open and oxidized bag of my dogs Rx food Wasted an hour to get refund to get thru to human customer service to take all sorts of photos to satisfy the proof. Similar happened with Chewy. Took a X min call to fix. Replacement bag arrived next day. Just as I think all pet owners should own some IDEXX Laboratories $IDXX stock so theyre less pissed about the cost of"
X Link @SayNoToTrading 2025-09-10T04:35Z 10.8K followers, 5847 engagements
"Now that they rebounded to green sold my highest cost shares from the drop in Constellation Software $CSU $CSU.TO $CNSWF. As previously discussed only keeping this lowest cost new lot of XX shares at $2666 USD. Unless we go lower in which I will add more. As I've been saying the big problem with Constellation is not Mark Leonard stepping down. Nor is it AI in and of itself. The reason AI is the problem is because they buy a bunch of low quality software paying a multiple of 2-4x which tells you the quality. This is low hanging fruit for replicating with AI-assisted coding. The moat $CSU had"
X Link @SayNoToTrading 2025-10-03T14:44Z 10.8K followers, 6113 engagements
"People need to stop asking if Im selling $RKLB Rocket Lab The answer for it and every stock I own is on the top of my main feed in white font on black background. I guess the first 20k shares are now up around 1800%. The other 6k are from this year at $16-39"
X Link @SayNoToTrading 2025-10-08T14:48Z 10.8K followers, 18.7K engagements
"@Veganhippo21 @cava Did you go long though $CELH at the lows I had more but this is what I'm holding. Yes I know Celsius is garbage but I made the mistake of missing Monster $MNST during the 00s. If you can sustain sales and brand remains intact outsourced bottling equals a nice high margin biz"
X Link @SayNoToTrading 2025-10-14T14:58Z 10.8K followers, XXX engagements
"Not that I have any interest in buying here but I would choose lucky #13 $ANET over #1 $ALAB on this list if forced to choose. Not saying Astera can't bounce stronger. What I'm saying is at today's valuation which would I rather own X years from now I am biased as I've owned $ANET since $XX but seriously have looked into $ALAB tech pre-IPO and it's no Arista"
X Link @SayNoToTrading 2025-10-14T19:49Z 10.8K followers, 9542 engagements
"As a dip buyer why am I NOT buying Blackstone $BX Apollo $APO Ares $ARES Blue Owl $OWL Carlyle $CG KKR $KKR or the first domino to fall Jefferies $JEF They're all quality but only quality for what they are. Black boxes. I like to know what I own. Plus they're too boom-bust for me. I admit some are better than others and if I was going to buy today probably $ARES or $APO. $BX current price is still XX% higher than it was in early summer. The last good time to buy it was during the private REIT redemption scandal in 2022-2023. However the reason I didn't buy $BX then is because no matter how"
X Link @SayNoToTrading 2025-10-17T04:56Z 10.8K followers, 12K engagements
"If you follow me you know I've been managing $MUSA Murphy USA on the way down doing my usual of going overweight on drops and unloading higher cost lots on rebounds. Currently sitting on May 9th lot at $XXX. Looks like I might re-start buying if it drops below this level. Might happen today"
X Link @SayNoToTrading 2025-05-28T13:50Z 10.8K followers, 4422 engagements
"Casey's $CASY has been the outperformer in convenience stores lately. Up XX% today on earnings. This also pumped Murphy USA $MUSA in tandem but it has given back some. Until the hostile takeover attempt of Japan's Seven & i gets resolved one way or another it's hard to see Alimentation Couche-Tard $ATD $ATD.TO $ANCTF going back to all-time highs. I call it Couch-Turd. Even though $CASY is best of the bunch I'm continuing to focus on cycling $MUSA shares down here. You could have got them for $XXX yesterday my order barely missed. $CASY forward PE is high 20s and I like it in low 20s"
X Link @SayNoToTrading 2025-06-10T16:41Z 10.8K followers, 2342 engagements
"Putting together YT playlist and salivating after seeing this new one from @bizbreakdowns on insurance brokers $BRO $AJG $AON $MMC $BWIN"
X Link @SayNoToTrading 2025-08-18T21:17Z 10.8K followers, 2949 engagements
"@trynot2worry @Ashton_1nvests Check the 1-year divergence between $CWST and large peers $WM $RSG $WCN It will do its own thing for better or worse being small cap and recent retirement of founder"
X Link @SayNoToTrading 2025-09-05T22:22Z 10.8K followers, XXX engagements
"2 high quality high multiple stocks reporting this week: $CTAS before open on Wed and $COST after close on Thurs. Given what we have seen with similar these past few months there is a non-zero chance at least one of these has an earnings induced sale. Last December after Christmas Cintas did have a big drop going from $XXX to $XXX. I did buy it. Costco had a fall albeit gradual from Feb to March and it was a much lower % decline. Last major decline for Costco was in 2022 when over about 5-6 weeks it went from $XXX to $XXX. This also accompanied a market decline. $CTAS has drifted down lately"
X Link @SayNoToTrading 2025-09-23T05:15Z 10.8K followers, 4723 engagements
"@green_pumpsie I've talked to at least one multi-location restaurant which switched from $TOST to $FI Clover and liked it a lot better"
X Link @SayNoToTrading 2025-10-06T15:48Z 10.8K followers, XXX engagements
"@CreativeCap89 @CedarStResearch @Stickstrom $KNSL strength is XX hour turn-around for most quotes vs. 2-3 weeks elsewhere. For non-admitted when you need coverage for RE transaction to start construction this is valuable"
X Link @SayNoToTrading 2025-10-08T16:41Z 10.8K followers, XXX engagements
"@ChoopChooper $TRV is not a fav insurer but I did buy XXX shares during the regional banking scare in 2023 which took all insurers down too"
X Link @SayNoToTrading 2025-10-14T22:48Z 10.8K followers, XXX engagements
"@BlackApple Yeah that's what my screenshot is from I'm talking the actual report from Morgan Stanley. You have to be a client to have access"
X Link @SayNoToTrading 2025-10-15T15:04Z 10.8K followers, XXX engagements
"@Gutter___Rat @AmarPatel305 @StockMarketNerd Trust me I have. The Fidelity FINRA response I got this week was 2-3 pages which said a lot and nothing at all about it. Basically just denial of everything"
X Link @SayNoToTrading 2025-10-15T15:08Z 10.8K followers, XX engagements
"@GovPressOffice Wow. The first good tweet Newsom has ever put out"
X Link @SayNoToTrading 2025-10-15T15:13Z 10.8K followers, 1516 engagements
"Something to consider. $MANH and $SPSC while not exact peers but close both suffered brutal selloffs on earnings. Another very high quality related name Descartes Systems $DSGX reports March 5th. Look out below or not"
X Link @SayNoToTrading 2025-02-12T19:30Z 10.8K followers, XXX engagements
"Loving this X% off sale on $CLH Clean Harbors stock. Similar to the $WCN dip to $XXX several weeks ago I am willing to bet this too will claw its way back in coming weeks. The thing about trash co's is they always seem expensive because of the depreciation. On EV/EBITDA forward of 11x CLH is not unreasonable here. Though my favorite trash stocks remain Casella Waste Systems $CWST and GFL Environmental $GFL. The latter is closer to buy zone right now"
X Link @SayNoToTrading 2025-02-19T15:19Z 10.8K followers, XXX engagements
"Are you familiar with the $SPGI S&P Global Luxury Index It's XX of the largest stocks by market cap they deem to offer lux goods or services. Top XX holdings: Compagnie Financiere Richemont SA $CFR $CFRUY Hermes Intl $RMS $HESAY Ferrari NV $RACE LVMH-Moet Vuitton $MC $LVMUY Royal Caribbean Group $RCL Mercedes-Benz $MBG $MBGYY Tesla Inc. $TSLA Marriott Intl A $MAR Hilton Worldwide Holdings Inc. $HLT Diageo Plc $DGE $DEO While I agree with the top X the others are questionable. Love $TSLA but let's be real here. how can the bestselling vehicle in the world (Model Y) be lux Tesla Roadster and"
X Link @SayNoToTrading 2025-03-24T12:17Z 10.8K followers, 4254 engagements
"Murphy USA $MUSA earnings have tanked the stock X% today. Like $CASY this was a MAGA name; domestic only largely immune from tariffs. It continuously went UP during tariff tantrum not down. Still I'm not buying the plunge because it's still quite a ways above my March 18th lot"
X Link @SayNoToTrading 2025-05-08T16:55Z 10.8K followers, 2584 engagements
"If you know your stock market trivia you will know 10-27-2023 was a low for many many stocks. For numerous holdings I have lots purchased on this date. Small cap $EXPO Exponent was one. Only one purchase. Intraday low so it has literally never been underwater since not even for an hour. But look where we are now and earnings today after close. Similar to $COST $FICO and similar high multiple stocks $EXPO underwent a re-rating over the last XX or so years. With all of these much of the gains come from multiple expansion rather than correlating growth. However everyone talks about Costco and"
X Link @SayNoToTrading 2025-07-30T18:55Z 10.8K followers, 1755 engagements
"@DurableCreators I added $AME and $IR then too. I know $IEX is lower quality but they are solid. There's a good X hour podcast episode on them I recommend just don't remember which one"
X Link @SayNoToTrading 2025-07-31T04:32Z 10.8K followers, XXX engagements
"If you own the native Dino Polska stock $DNP.WA using $DNOPF (not the ADRs $DNOPY) and your account balance is up unexpectedly today it's just a cruel trick. No I don't have $400k in the name. It has a XX for X split not yet reflected. So $360k of this is not real. $BYDDF was opposite. For over a month looked like it was down 67%. Today the X for X shares were distributed. Not applicable to $BYDDY ADR"
X Link @SayNoToTrading 2025-07-31T18:24Z 10.8K followers, 2503 engagements
"Whenever I go back to using $GOOG search I am left asking myself why $VRSK is not $VERU. I typed the ticker correctly. They do this with way too many stocks. Worse yet Veru is a penny stock with $67M market cap compared to $37B for Verisk. It's in the S&P XXX and Nasdaq 100"
X Link @SayNoToTrading 2025-08-05T23:50Z 10.8K followers, 2946 engagements
"Pleasant surprise to see a little green finally on my Elevance $ELV today. I watch it more than $UNH simply because I have some shares around $XXX I'd like to unload once they're green. To recap I have been in $ELV for years and was always in the green on it until mid July. Hence the old shares driving up my average cost. All you people who didn't get into these managed care names until recently are lucky"
X Link @SayNoToTrading 2025-08-08T17:01Z 10.8K followers, 7472 engagements
"On the topic of high quality SaaS names less prone to AI displacement Descartes Systems $DSGX is one I nibble-added to today. With a regulatory focus switching to a new system poses risks and therefore a higher hurdle rate. Like everyone they are heavily incorporating AI themselves. The question is if someone can successfully rip off these same capabilities and offer them cheaper: AI-Enabled Denied Party Screening (Visual Compliance AI Assist) Uses machine learning to cut false positives in compliance checks by up to XX% for some users automating reviews while maintaining human oversight."
X Link @SayNoToTrading 2025-08-18T16:39Z 10.8K followers, 2881 engagements
"Today is day X of using AC in 2025. But at XXXX cents per kWh on-peak here in SoCal I've concluded I can't afford to do days X and X of AC this weekend unless $UNH closes above $XXX today. Please pray that it does because when I wake up drenched in sweat each night and look at top floor thermostat it has been 86-93 every night for weeks"
X Link @SayNoToTrading 2025-08-22T17:52Z 10.8K followers, 13.8K engagements
"Who here owns Air Products and Chemicals $APD stock I bought Feb 5-6th 2024 during the activist drama over their green hydrogen push. Despite dismal returns last 5-10 years on multi-decade $APD has good returns. That should continue being part of the industrial gas duopoly with Linde $LIN who yes has been a better operator lately but their valuation reflects that. There is distant 3rd L'Air Liquide $AIQUY $AIQUF but outside of fashion would you ever bet on a French company playing catch up $APD this year became a dividend king with XX years of consecutive increases. After a decade of"
X Link @SayNoToTrading 2025-08-30T15:06Z 10.8K followers, 4245 engagements
"Yeah stocks like these are what make owning a lot of names possible. $APD never going anywhere unless through M&A. That doesn't mean stock might not have long periods of underperformance or make mistakes like that hydrogen buildout. You could buy Air Products stock die and let's say your heirs forgot about your brokerage account for XX years. Very high odds the stock not only still exists but likely beat S&P during that time. Not a lot of businesses like this when you think about it. Almost everything is ripe for disruption but the use of specialty industrial gases will exist forever"
X Link @SayNoToTrading 2025-08-31T14:33Z 10.8K followers, XXX engagements
"I thought I had wrote about $LKQ but maybe not. I cycled through shares on way down and got out when I sold a bunch of laggards this summer. This was before the drop when it was $XX or so. Note they are complimentary not competitor to $CPRT. Unlike Copart though the past XX years has been a mess. XX year+ returns great question is if they can get back on track. I'm not opposed to re-entering but because they would require babysitting not high on list"
X Link @SayNoToTrading 2025-08-31T21:46Z 10.8K followers, XXX engagements
"@10009nyny @amitisinvesting Too busy but roughly in order of highest to lowest weighting adds: $EFX $ROP $CWST $BMI $WSO $MKTX $SBET $BMNR $BULL note last X quite small"
X Link @SayNoToTrading 2025-09-02T16:09Z 10.8K followers, XXX engagements
"$BMI is not the company of a decade ago just selling water meters. They come with a subscription to work. Munis aren't going to stop paying because then they would have to dig up meters and replace. Risk of multiple re-rating is true with $BMI just as it is with any high multiple company like $FICO $CTAS and so on. That's not going away. However valuation on EBIT (not to be confused with EBITDA) is in-line with historical. Forward is 26x. Floor can always fall out so never denying that risk"
X Link @SayNoToTrading 2025-09-04T22:38Z 10.8K followers, XXX engagements
"@QualityInvest5 How susceptible would you say each of those $MORN products are to AI displacement The research they sell seems most at risk same reason FactSet $FDS is selling off"
X Link @SayNoToTrading 2025-09-12T15:10Z 10.8K followers, XXX engagements
"@brent_e_trader Low BMI and low $BMI share price = good"
X Link @SayNoToTrading 2025-09-17T19:42Z 10.8K followers, XXX engagements
"Back to garbage stocks. No I mean literal garbage stocks. I did sell XXX highest cost lot of $CLH today leaving me just this XXX. Why Because since buying Clean Harbors during that March earnings plunge I have since bought a lot more $CWST and in past couple weeks initiated new positions in $WM and $RSG. I did own Waste Management in past years even though I hate it and still do. This sell was just risk management and cash needs. $CLH and $GFL are the only garbage stocks near 52-week highs while all others have dumped big time. Even my favorite big one $WCN is getting down to low $170s"
X Link @SayNoToTrading 2025-09-20T03:19Z 10.8K followers, 5188 engagements
"Lucky re: $UNP. By then I had decided I wanted to add more but missed it when it dipped to $210ish that day. All my shares are in the $100s so I'm not looking to average up here in the $220s. Remember what happened to $CP after all the debt from Kansas City deal. While I think $UNP will be positioned well long term stock might be rangebound for a while as it delevers and digests $NSC. As such I want lower for add since I already have 1k shares"
X Link @SayNoToTrading 2025-09-23T23:13Z 10.8K followers, XXX engagements
"Goldman Sachs $GS I noticed is at ATH. It is one of the very few banks I own and I don't believe I've mentioned it before. I bought in 2023 during the financials selloff which started with $SIVB and then continued in fits and starts through rest of year. Back then Morgan Stanley $MS was said to have dethroned "Golden Sacks" and they were no longer the prestigious firm of 2000 era. Probably true but in 2023 when I bought the premium Morgan Stanley had to TBV was way too high. Goldman was the value play so I went with $GS over $MS at end of Oct 2023. I see it's now up 171%. Looks like I made"
X Link @SayNoToTrading 2025-09-24T04:43Z 10.8K followers, 4591 engagements
"Buying CSW Industrials $CSW today a pretty unique consolidator in building supplies mainly HVAC. No it's not the CAGR of $FIX or $AAON but CSW does have 2x the gains of S&P the last XX years"
X Link @SayNoToTrading 2025-09-24T20:06Z 10.8K followers, 3024 engagements
"@unusual_whales Lets see $600+ spent for X GA tix yesterday and tomorrows show $1300 for X VIP tix. Ohana Fest a $LYV event. I would say neither is underpriced which I why I own the stock because I need to own whoever rips me off the most"
X Link @SayNoToTrading 2025-09-27T22:26Z 10.8K followers, 4158 engagements
"Continuing discussion of spec $ROOT $LMND vs. safety $PGR $KNSL another name to consider is $RLI. I have re-started buying of RLI today. A lot of people don't realize how amazing its CAGR is because they regularly pay special dividends. That means the long term chart looks good but not amazing. Until you add in the $RLI dividends. Total return last XX years is 1440% vs XXX% for S&P. This falls under safety P&C insurance stock with market beating return long term. They are a dividend king with 50+ years of consecutive increases"
X Link @SayNoToTrading 2025-09-29T16:56Z 10.8K followers, 5190 engagements
"Not identical but similar. If you missed this years drop and rebound in Manhattan Associates $MANH then SPS Commerce $SPSC is interesting here. Even more interesting though is Descartes Systems Group $DSGX"
X Link @SayNoToTrading 2025-09-29T19:01Z 10.8K followers, 2946 engagements
"I haven't looked at the PMI space in years. Last time was 2020 when $RDN was in single digits. I never bought. I think they're more appropriate for trades because we know with any major financial crisis there's a good chance they get hit hard. What's the most compelling thesis for $ESNT today"
X Link @SayNoToTrading 2025-10-01T14:55Z 10.8K followers, XXX engagements
"Gail Force: Don't hate me but I did decide to unload my XXX highest cost shares of Elevance $ELV at $XXXXXX. This is just to free up some needed cash for all the other buying I'm doing. I still have XXX shares in the $200s which will not be sold and LOTS of 2027 LEAPS"
X Link @SayNoToTrading 2025-10-02T16:15Z 10.8K followers, 3639 engagements
"$EFX $TRU $EXPGY $EXPGF $EXPN Bill Pulte just said he has phone calls today with X of the X credit bureaus. Hmm"
X Link @SayNoToTrading 2025-10-03T15:37Z 10.8K followers, 2942 engagements
"Unpopular opinion: I researched Lemonade $LMND before IPO in 2020 heavily in 2021 minimally in 2022-2023 and not much since. Just could not get convinced no matter how hard I tried to be positive on it. Since diving back into it this week while I agree they have some impressive growth metrics since it's growth at any cost. What may be the most important metric for a P&C insurer - book value per share - has been declining not growing since IPO. My takeaway The more I research them the more conviction I have in Progressive $PGR. Even though it's above my add target of mid $230s I've been"
X Link @SayNoToTrading 2025-10-03T19:14Z 10.8K followers, 45.5K engagements
"I've long had XXX shares of $ACGL but man these Bermuda carriers I do think that game will blowup someday. Might take a GFC-style event but it will happen. As such I only have tiny positions in a couple. Correct me if wrong but didn't $KNSL totally abandon the Bermuda game about XX years ago"
X Link @SayNoToTrading 2025-10-03T22:52Z 10.8K followers, XXX engagements
"For top payment processors by volume I've extended this data to top XX so you can see where $FOUR $XYZ $TOST $INTU and $BILL land relative to $PYPL and $FI. Was not expecting to see in there and it being so close to Intuit QuickBooks"
X Link @SayNoToTrading 2025-10-06T15:46Z 10.8K followers, 4495 engagements
"Arent you concerned about its labor exposure $COLD is not really a pure REIT because of that despite its tax classification as such. This is why I got out of it years ago. Didnt lose money but didnt make much either. If I would have held looks like I would be down XX% now"
X Link @SayNoToTrading 2025-10-06T15:56Z 10.8K followers, XXX engagements
"@griffithbrand @LeoNelissen Also wasn't $LINE a PE dump on market"
X Link @SayNoToTrading 2025-10-06T18:54Z 10.8K followers, XXX engagements
"@SevenParr $CHD now and possibly if lower $MKC also interesting"
X Link @SayNoToTrading 2025-10-06T21:00Z 10.8K followers, XXX engagements
"For long term winners like Costco $COST stock normally this is the type of chart I like to buy; where the price is re-visiting the low points within the last 12-18 months. Even if we cut through all earnings-based metrics and just look at straight up EV to revenue I just don't know what the right level is. Is it 0.3x as it was in the 2000s I doubt it. But is it 1.5-1.6x That makes me uncomfortable too. I understand the re-rating but even if we go Covid-era onward seems like 1.2x would be more appropriate. Still very expensive I'm just proposing a realistic buy level if insisting on buying"
X Link @SayNoToTrading 2025-10-07T04:06Z 10.8K followers, 6407 engagements
"@OneGreatValley Yeah I own that too $CBOE has been very strong lately"
X Link @SayNoToTrading 2025-10-08T16:07Z 10.8K followers, XXX engagements
"No point in listing tickers because sadly they're stocks no one on X pays attention to but when it comes to the higher quality small caps I would not be surprised if many of their bottoms have been made for the year. As I've said tax loss selling is earlier every year. What may have been a mid-Oct nadir now looks to be Sept 25th for many many names I follow"
X Link @SayNoToTrading 2025-10-08T18:23Z 10.8K followers, 7428 engagements
"Watch out Aria youre going to get a lot of pissed comments. Not from me I share similar concerns. I listened to investor day and the one thing in common with everyone who spoke: it entirely hinges on users wanted to use their accounts. I like their non-consumer side B2B. Braintree etc. That part I can invest in. The PayPal user accounts are another story"
X Link @SayNoToTrading 2025-10-08T20:54Z 10.8K followers, XXX engagements
"Anyone notice the new shade of green on $HOOD Legend today I like it. Fits the season as it's definitely a Christmasy green"
X Link @SayNoToTrading 2025-10-09T18:17Z 10.8K followers, 2809 engagements
"@marc_slans I did indeed today though already had $WCN"
X Link @SayNoToTrading 2025-10-09T21:51Z 10.8K followers, XXX engagements
"Please stop asking this about $RKLB"
X Link @SayNoToTrading 2025-10-10T13:05Z 10.8K followers, 4827 engagements
"Here I will spend time to post one specific name to not keep you hanging. In my chips account which doesn't even have my $SOXL from $X (that's over at $HOOD) so zero leveraged positions was down exactly XXXX% today which I think is pretty cool actually But this account has had almost no activity since April lows. All XX stocks are very green. Among the very few exceptions of activity in this account from then through now was that $SNPS plunge several weeks ago which I updated you on in real time and bought the lows in $380-390s. A little bit ago is example of averaging up. The only chip name"
X Link @SayNoToTrading 2025-10-10T23:53Z 10.8K followers, 6009 engagements
"Top decliners in chips today and $ENTG gets the crown"
X Link @SayNoToTrading 2025-10-11T05:41Z 10.8K followers, 2375 engagements
"@ZeroDebt4All I also hate $CROX but added XX yesterday. All of my existing shares are in the $70s this was a slight averaging up. On big drops I even add what I hate"
X Link @SayNoToTrading 2025-10-11T16:18Z 10.8K followers, XXX engagements
"@PayPal Let's not brag about spam protection $PYPL as you are a total joke when it comes to that:"
X Link @SayNoToTrading 2025-10-13T15:10Z 10.8K followers, 1293 engagements
"I did end up adding XXX $DLO on Friday at $XXXXX. Ive only owned this name since July and on every purchase price never went lower after. Always green from following day onward. Lets keep this streak going"
X Link @SayNoToTrading 2025-10-13T16:22Z 10.8K followers, 4479 engagements
"@zoomyzoomm Think about it the higher the net worth the more complex it is to track and calculate. One brokerage account Or several What about PE investments Various RE properties"
X Link @SayNoToTrading 2025-10-13T23:30Z 10.8K followers, XXX engagements
"@TheConfusedInv1 @cava @sweetgreen Search my feed for ticker have written a lot about it. Even more spec but adding as EV/rev matches lows from X years ago when I bought"
X Link @SayNoToTrading 2025-10-14T15:31Z 10.8K followers, XXX engagements
"@KateHRHofNJ @TheConfusedInv1 @cava @sweetgreen Problem with $SG though is portion size. I could eat X of their salads for one meal"
X Link @SayNoToTrading 2025-10-14T22:46Z 10.8K followers, XXX engagements
"@vijs2k Downgrade was this morning. Aside from that super low liquidity and tax loss selling on sector"
X Link @SayNoToTrading 2025-10-15T15:06Z 10.8K followers, XX engagements
"@Ze1ooooo No those are blown-out garbage waves"
X Link @SayNoToTrading 2025-10-15T16:51Z 10.8K followers, XXX engagements
"@pepemoonboy Chart $BTC vs. $QQQ for last X years"
X Link @SayNoToTrading 2025-10-15T18:17Z 10.8K followers, 1736 engagements
"Of course I bought $MELI today. Of course the prices arent visible on $HOOD until tomorrow because they still dont have same-day lot capability. Their #1 drawback"
X Link @SayNoToTrading 2025-10-15T21:12Z 10.8K followers, 4596 engagements
"@vijs2k I may stop doing $MELI transactions on $HOOD because the inability to buy and then sell higher cost lots same day forces me to be overweight 'til next day. Right now I could unload some lots at profit but can't since I can't specify them"
X Link @SayNoToTrading 2025-10-15T23:17Z 10.8K followers, XXX engagements
"@SFarringtonBKC Thanks. Yeah spin-offs more often then not tank especially when they are small. No one wants XX cents on the dollar in some new company so they just dump it. Another reason why waiting on buying $HON may make the most sense"
X Link @SayNoToTrading 2025-10-15T23:19Z 10.8K followers, XXX engagements
"Watch out for accounting games of how they value their private RE assets relative to public like $BIPC $BEPC. The yields and AFFO/cash flows on public are way higher than the value they have on their private assets. I own $BAM the asset manager only. NO INTEREST in owning $BN when they play accounting games like that. I don't want to own the assets just the fees made off them similar to $BLK"
X Link @SayNoToTrading 2025-10-17T15:04Z 10.8K followers, XXX engagements
"@RentYourStocks Yeah remember stories of them on the party buses in Aspen doing so from their phones on last day before takeover"
X Link @SayNoToTrading 2025-10-17T15:39Z 10.8K followers, XXX engagements
"Globant $GLOB getting hammered AH on earnings looks like a chunk of my unrealized gains will disappear tomorrow. These consultants are really not holding up well even those which are non-govt like $FCN FTI Consulting today. If youre not familiar with Globant it is Wasatch Advisors highest weighted holding. Search on YT theres a good interview/podcast about X hour long with them which covers GLOB extensively"
X Link @SayNoToTrading 2025-02-21T00:04Z 10.8K followers, 2440 engagements
"In a sea of red the past couple of days $WST West Pharma (and healthcare in general like $DHR Danaher) is recovering nicely. I placed a red dot on this chart as to what shares I had pre-earnings (they were intraday low hence not visible on chart). I actually have owned $WST stock a couple years but traded around it on way down as to not lose money. After earnings I bought several hundred shares starting at $XXX and down to sub $XXX. In the two days after earnings I unloaded my shares from $202-216. You can see what I'm left with. Almost could have unloaded the $XXX today. Most likely in about"
X Link @SayNoToTrading 2025-02-25T00:34Z 10.8K followers, XXX engagements
"Danaher $DHR and Thermo-Fisher Scientific $TMO get so much love but Mettler-Toledo $MTD stock is another long term compounder in the life sciences space that is under the radar of many. A $10000 investment XX years ago would be worth $867493 compared to just $97748 if you just invested in $SPY. As with $DHR $TMO Bruker $BRKR and other tool and supply providers for pharma and biotech $MTD has retreated a fair amount from highs. I have XXX shares of Mettler-Toledo and will add more if/when it cross below $1000"
X Link @SayNoToTrading 2025-03-10T20:53Z 10.8K followers, 1316 engagements
"Now sure when I last spoke about Clearwater Analytics $CWAN. I have been nibbling"
X Link @SayNoToTrading 2025-08-08T20:37Z 10.8K followers, 4129 engagements
"As I've said before in theory one would think the credit bureaus $EFX $TRU and $EXPN would be excellent businesses but they really aren't. I know Equifax is getting a lot of love lately but it's the poor man's $FICO and no comparison. FICO high-margin software model = ROIC average of 25-30% and ROA of 15-20% the past XX years though with significant ramp up in recent years. Equifax $EFX is less than half that with ROIC of 8-12%. High capex on security acquisitions and compliance (like the 2017 hack). TransUnion $TRU and Experian $EXPN $EXPGF $EXPGY are similar and generally even worse than"
X Link @SayNoToTrading 2025-09-02T14:46Z 10.8K followers, 4771 engagements
"@amitisinvesting $EFX $ROP $CWST $BMI $WSO $MKTX $SBET $BMNR $BULL note last X quite small"
X Link @SayNoToTrading 2025-09-02T16:10Z 10.8K followers, 11.3K engagements
"On $SPGI and $MCO adds been getting asked a lot about this yesterday and today. This is why I'm only nibbling. You can see below where both were on April 7th. Not saying we need to go back there but something a bit lower I would prefer to see. Say $482-496 on $SPGI and low $470s on $MCO"
X Link @SayNoToTrading 2025-09-19T18:42Z 10.8K followers, 4880 engagements
"When I saw the $2800 USD on $CSU $CSU.TO $CNSWF this morning I was about to add XX shares until I saw the headline: Constellation Software Stock (CSU) Plunges XX% as President Mark Leonard Abruptly Resigns WOW. It is for health reasons but he was founder and CEO since 1995. I'm not going to chase dip without further info"
X Link @SayNoToTrading 2025-09-25T15:07Z 10.8K followers, 7489 engagements
"So much buying today but it's none of the nonsense top XX names you see trending on here. In fact Samsara $IOT is the only high growth tech name I've added to today. If you use $TSLA FSD regularly listening to this interview will make you think so much of the scolding we get for looking away or touching something. Samsara does the same but for commercial drivers"
X Link @SayNoToTrading 2025-09-25T18:37Z 10.8K followers, 14.2K engagements
"Anyone else find this a bit strange CEO of $NVDA finds the best use of time is to go on Cramers so called Investing Club and talk to retail fools paying $399/yr"
X Link @SayNoToTrading 2025-10-07T14:16Z 10.8K followers, 3858 engagements
"@DeepValueBagger People like to pretend they make money on real estate because they look at nominal change in property value while pretending inflation taxes maintenance and remodeling expenses didnt exist during that time. Not to mention your time spent on those"
X Link @SayNoToTrading 2025-10-07T16:12Z 10.8K followers, 1737 engagements
"@QualityInvest5 $AMZN over $GOOG $GOOGL here"
X Link @SayNoToTrading 2025-10-16T15:49Z 10.8K followers, 1075 engagements
"True everyone forgets everything and it doesn't take very long. Tether still hasn't completed an audit. Before people go all-in on $BMNR $ETH on assumptions of stablecoins and tokenization reinventing finance don't discount possibility of a blow-up of a major stablecoin which turns the whole thing into toxic no-touch"
X Link @SayNoToTrading 2025-10-16T17:59Z 10.8K followers, XXX engagements
"@jonnagap Yeah I bought $MMC as well as the others in my last post"
X Link @SayNoToTrading 2025-10-16T20:08Z 10.8K followers, XXX engagements
"@WinnerInvestor Yeah at this point I don't see much changing for them until this shutdown showdown ends"
X Link @SayNoToTrading 2025-10-16T23:39Z 10.8K followers, XXX engagements
"@TylerHardt Agreed"
X Link @SayNoToTrading 2025-10-16T23:42Z 10.8K followers, XXX engagements
"@davewayne888 Now it's time for you to look at those trash stocks you were talking about: $CWST $WM $WCN $RSG Remember no gambling"
X Link @SayNoToTrading 2025-10-17T04:58Z 10.8K followers, XXX engagements
"Was asked to give my investment thesis on IDEXX Laboratories $IDXX and Zoetis $ZTS stock. Rather than take time to explain realized my #sharpei sums it up perfectly. Seriously what pet lovers won't do for their babies. They will spend more $ on their dogs' healthcare than they will their own. I know I do. Skip expensive tests for myself all the time but not for him"
X Link @SayNoToTrading 2025-02-25T16:14Z 10.8K followers, XXX engagements
"$ROP Roper Technologies is one of the most underfollowed long term compounders you can buy. My favorite part of the biz is their Neptune Technology Group which specializes in smart water metering and analytics. I feel like Badger Meter $BMI gets so much love in this niche when it really should be shared with $ROP. Neptune provides AMR (Automated Meter Reading) and AMI (Advanced Metering Infrastructure) solutions helping utilities track water usage detect leaks and improve efficiency. About 1/3rd of the municipal water supply in the US uses $ROP This fits Ropers asset-light high-margin model"
X Link @SayNoToTrading 2025-03-05T21:56Z 10.8K followers, 1922 engagements
"Earnings I have my eye on this Tuesday for potential buying opportunities. Nothing noteworthy Monday. Tuesday AM: $DHR Danaher is down in the dumps already a bad print or guidance might make it even cheaper. $ELV Elevance already pre-announced shortly after they saw what happened to $UNH so no surprises likely. I would choose UNH at the current $XXX over ELV at $XXX (it's at $XXX right now). Tuesday PM: $TSLA Tesla highest cost lots I have are $215-216 with an average cost in the low $100s. If we take out the $XXX level on downside I will likely buy. $ISRG Intuitive Surgical I've owned since"
X Link @SayNoToTrading 2025-04-18T14:33Z 10.8K followers, 1058 engagements
"Merger Mondays are back Home Depot $HD makes a major pro contractor play by acquiring GMS $GMS for $5.5B meaning $QXO is out. Parker Hannifin $PH to acquire Curtis Instruments for $1B which makes EV components. TransDigm $TDG to buy Simmonds Precision Products from $RTX in $765M deal. Hyatt Hotels $H to sell Playas real estate portfolio for $2B who they recently bought. In other words it's sell real estate but manage/franchise the hotels and resorts. I own every stock listed except GMS"
X Link @SayNoToTrading 2025-06-30T14:21Z 10.8K followers, 2453 engagements
"Thermo Fisher Scientific $TMO earnings today are a taste of what can happen in a healthcare stock when better than feared results happen. +11% today Danaher $DHR getting sympathy bump too. Not as painful as $CNC and $UNH but $TMO shareholders know painful it has been. Only kept lowest cost on rebound but I have owned a few years of which it has been sideways since Covid. Similar to health insurers actually"
X Link @SayNoToTrading 2025-07-23T15:34Z 10.8K followers, 5672 engagements
"Kantesaria always has all the quality folks obsessing over $FICO but really if we're going to compare and contrast the high quality high multiple stocks Badger Meter $BMI may be better. No Pulte bullying either. Big drop last X days on earnings. I have seen so many misunderstanding the 40x multiple thinking they just make muni water meters. What they don't understand is the lock 'n load model of selling smart meters to cities then locking them into the subscriptions for eternity. Do you really think cities can afford to yank them out after"
X Link @SayNoToTrading 2025-07-23T18:03Z 10.8K followers, 7683 engagements
"On red days always pay attention to whatever is surprisingly green. I'm not saying Verisk Analytics $VRSK is a bargain but it has been punished in the vein of consultants and research services like $ACN $IT $GLOB $FDS as well as SaaS names. Fact is using AI to create cheaper knock-offs of their insurance underwriting analytics suite is near impossible unless you were to steal their decades of proprietary data they have collected. This is used by insurance companies for their underwriting. Even being off XXX% is unacceptable. You can replicate the $VRSK shell with vibe coding no problem but"
X Link @SayNoToTrading 2025-08-19T18:00Z 10.8K followers, 4541 engagements
"Interesting insight on Accenture $ACN. I remember 6-8 quarters ago the street's narrative was that IT consultants like Accenture Globant $GLOB CGI $GIB EPAM Systems $EPAM ASGN $ASGN and others were actually AI beneficiaries. Their services would be in increasing demand for helping businesses incorporate AI. Then the past few months narrative flipped to AI disrupting them where they were no longer needed or at least needed less. Because AI could do their job at least in part. Being outside the corporate world I don't know the answer"
X Link @SayNoToTrading 2025-08-28T22:29Z 10.8K followers, 5688 engagements
"Stop complaining about Copart having too much cash. $CPRT earnings coming Thursday have 3k shares and as long as Willis Johnson is chairman I will not question their capital allocation. Due to taxes I am trying to reduce my dividends every year not increase them and really hope they don't use the cash that way. As long as yields are where they are I'm fine with this cash just piling up. They will use it wisely eventually"
X Link @SayNoToTrading 2025-08-31T14:46Z 10.8K followers, 4026 engagements
"Because Firefly $FLY wasnt low quality and expensive enough lets add Gemini Space Stations $GEMI IPO to the mix. Actually not a great sign with all these lower quality IPOs being announced. And no not selling $MKTX thats high cost lot from this morning sold green"
X Link @SayNoToTrading 2025-09-02T18:21Z 10.8K followers, 5160 engagements
"Google News has gotten completely unusable with AI slop. Take Equifax $EFX today. Clicked on the first story from Yahoo Finance. See screenshot of it. You could substitute literally any ticker in there today and it would read the same"
X Link @SayNoToTrading 2025-09-03T05:00Z 10.8K followers, 3118 engagements
"Morningstar $MORN not a great sign when you take out that April 7th low"
X Link @SayNoToTrading 2025-09-04T15:15Z 10.8K followers, 2531 engagements
"On Tues I posted I had bought $250k+ near the open and didn't have time to write details but did provide the tickers in real time: $EFX $ROP $CWST $BMI $WSO $MKTX $SBET $BMNR $BULL I want to remind you I only hold onto lowest cost shares so when I buy my anticipated adds are tiny fraction of face value. I'm not that rich For example on Equifax $EFX I had bought probably $110k that day. Before close already had unloaded over half that after rebounding. Yesterday and today unloaded the remaining XX shares in green. So my net add was only these XX shares worth $12k. Looks like that for the"
X Link @SayNoToTrading 2025-09-04T15:30Z 10.8K followers, 5757 engagements
"I did start my Waters $WAT position yesterday. Should have bought in August when it was cheaper but was busy with other healthcare stocks so never noticed the $XXX. I say other because Waters is highly correlated despite not being full-on healthcare. In fact compare 6-month chart to $ELV"
X Link @SayNoToTrading 2025-09-04T18:53Z 10.8K followers, 5479 engagements
"When it comes to SaaS stocks safer from AI disruption Guidewire $GWRE earnings are case in point. While they provide platforms/backend for P&C insurers Ive also talked recently about complimentary (non-competing) Verisk Analytics $VRSK as they have decades of proprietary data you cant just vibe code"
X Link @SayNoToTrading 2025-09-04T23:36Z 10.8K followers, 3504 engagements
"Quick comment on Copart $CPRT earnings reaction. If I didn't have all these recent adds I would be buying more on this dip. After hours yesterday it was as high as $51"
X Link @SayNoToTrading 2025-09-05T14:14Z 10.8K followers, 3792 engagements
"I often enjoy the small wins more than the big ones. MarketAxess $MKTX vs. Tradeweb $TW today is that win. On Tues I listed all the tickers I had just spent $250k on (by end of day it was more). $MKTX was among them. This has been one of the most disappointing financials coming out of Covid and has required constant cycling of shares on way down as to not lose money. Sold my $XXX lot today once green now only holding these $XXX from Tues. Meanwhile look at $TW chart today. Opposite direction. Hey I own both so I am allowed to trash Tradeweb"
X Link @SayNoToTrading 2025-09-05T15:50Z 10.8K followers, 2573 engagements
"@Elarchy124 Those X are my least favorite trash stocks so the rest I all like more: $WCN favorite big one $CWST fav for growth/total return followed by $GFL $CLH fav for specialty waste"
X Link @SayNoToTrading 2025-09-05T16:22Z 10.8K followers, XXX engagements
"If you think Tesla $TSLA is safe from BYD sales in the US know that I've been seeing a lot of them despite not being legal here. $BYDDY $BYDDF $1211.HK This was yesterday on freeway. Didn't have camera ready 'til it switched lanes but prior to this it was right in front of me and it is definitely BYD. Super obnoxiously large logo on back. Not the first I've seen. Thought it was Seal model but comparison to photos show a few slight variations"
X Link @SayNoToTrading 2025-09-15T17:54Z 10.8K followers, 4383 engagements
"Everyone is busy posting their $TSLA victory lap screenshots. I dont care about my winners. I care about those misbehaving and opportunities to add to them like $ISRG $VRSK and $MORN right now"
X Link @SayNoToTrading 2025-09-15T19:53Z 10.8K followers, 12.1K engagements
"@brent_e_trader I could get that for $MCO but for $MORN it's small part of biz. Seems like the data aspects were under attack today from $FDS earnings. Look at $MSCI. $SPGI heavy in data too"
X Link @SayNoToTrading 2025-09-18T22:20Z 10.8K followers, XXX engagements
"Time to start averaging up on Tradeweb $TW. As far as the Tradeweb vs. MarketAxess $MKTX rivalry I get it but I also don't because: - MKTX focused on high-grade corporate bond while TW on Treasuries. - TW probably stronger on munis but I would say MKTX has emerging markets lead though small for both. Remember $HOOD replaced $MKTX in the S&P. I get the frustration with MarketAxess since Covid highs but you do need to keep in mind valuation was insane and so much of share price plummet was that - see chart. Will Robinhood do the same I'm certainly not rooting for it but am well aware of the"
X Link @SayNoToTrading 2025-09-19T19:52Z 10.8K followers, 4342 engagements
"If MarketAxess $MKTX stays down here I think there's a good chance it gets taken out. EV of $6.2B (net cash positive) makes it bite-sized for $ICE or $CME. Possibly $CBOE but less of match. Even a smaller or international name could come in. Being bond trading shouldn't garner much anti-trust scrutiny since overlap is minimally related to non-existent. Even if you put a $XXX price tag on $MKTX deal should still be accretive for most suitors"
X Link @SayNoToTrading 2025-09-22T15:54Z 10.8K followers, 3382 engagements
"$CNI someone trying to be cute like me and did $XXXXX this morning which was the low. Ready to add on anything lower. Disappointed Trump made pro $UNP $NSC merger comments because I'm ready to buy more UNP at $210-212"
X Link @SayNoToTrading 2025-09-23T15:32Z 10.8K followers, 4127 engagements
"I lost $106250 because I was dealing with an in-law with Alzheimers who freaked out about her keys many times per day because she didnt know where they were. I was babysitting her that day at her house. Time was 4:52 PM Pacific and I was going to sell $SIVB in aftermarket. She was having a keys episode so I got off computer to help her with that. Once done it was exactly 5:00 and aftermarket now closed. Next day stock never opened because bank was taken over. So being nice cost me over $100k"
X Link @SayNoToTrading 2025-09-24T05:29Z 10.8K followers, XXX engagements
"If you've only been investing a few years you may not realize how trends flip XXX all the time with almost everything eventually. In 2022 investors said Cummins $CMI was Kmart because their diesel and nat gas engines were a relic of the past to be replaced with EVs and in the case of generators solar with batteries. Keep in mind that Cummins is and has been the dominant player in diesel generators for many decades. Caterpillar $CAT and Kohler (private) are not as popular. In 2025 solar is out and $CMI is considered of key importance in data centers. As far AI It will flip someday. Nothing is"
X Link @SayNoToTrading 2025-09-25T05:00Z 10.8K followers, 9067 engagements
"What all do we know about Mark Miller new CEO of Constellation Software $CSU $CSU.TO $CNSWF Can't tell age from his education since no dates listed. Any opinions good or bad please share. Regarding Mark Leonard's health I'm guessing it must be something pretty dire for an immediate resignation after XX years. Maybe an aggressive cancer perhaps pancreatic or brain something that has lower odds of successful treatment. Otherwise I would expect at least some sort of transition period if the prognosis was longer duration"
X Link @SayNoToTrading 2025-09-25T15:16Z 10.8K followers, 7986 engagements
"On the Constellation $CSU $CSU.TO $CNSWF bombshell today you also have selloffs in Topicus $TOI.V $TOITF and Lumine Group $LMN.V $LMGIF Thing is Topicus is still up over XX% within past 10-11 months no doubt weak dollar is large part of that. Lumine I've never been sold on its moat in light of AI so as you see I've never added to it. Just keeping my shares I got during the spin-off. I did however add to $TOITF last year. I like it more than Lumine but most disagree with me on that. This Mark Leonard thing is far bigger than Buffett stepping down from $BRK.A $BRK.B. Think about it Berkshire is"
X Link @SayNoToTrading 2025-09-25T16:32Z 10.8K followers, 4769 engagements
"Almost bought $ERIE few years ago when it was high $100s but just some numbers felt off. I see you like $PGR. Definitely highest conviction P&C that I am hoping on a few dollars lower to add more. $KNSL 2nd but much higher risk and since both I believe have similar potential returns next few years I would prefer a lot more $PGR and just a little more Kinsale"
X Link @SayNoToTrading 2025-09-26T00:43Z 10.8K followers, XXX engagements
"Watching SpaceX launch and Cage The Elephant simultaneously. Cant beat that Dont own their label $SONY (RCA) but do own SpaceX stock $SPACEX so its a win. Rocket Lab $RKLB still my fav though. Will move to front for Green Day next just resting ass after standing all day"
X Link @SayNoToTrading 2025-09-29T02:44Z 10.8K followers, 5545 engagements
"New rule: everyday lately I am requiring myself to buy XXX shares of Copart $CPRT stock as long as it's around $XX. Though I admit sometimes I am non-compliant and buy more than my daily allowance. XXX today so far. Will see what EOD looks like"
X Link @SayNoToTrading 2025-09-29T15:02Z 10.8K followers, 6333 engagements
"$CPRT - If CalPERS invested as Alaska does they wouldn't have such shitty returns"
X Link @SayNoToTrading 2025-09-29T15:05Z 10.8K followers, 2190 engagements
"Being open minded wanted to see why you're so negative on $CPRT so I searched your feed for ticker. First I see this: Then I see these same types of comments go back years. I didn't count but it appears to be a few dozen going back to since you've been on here. I don't care if you hate Copart or are short. Though it appears you have an axe to grind. It takes some other motive to post comments like that for years"
X Link @SayNoToTrading 2025-09-30T04:27Z 10.8K followers, XXX engagements
"5 days ago was buying Danaher $DHR pretty heavy as you can see from that post. Today I unloaded all the highest cost lots once in green and these XXX shares are what I'm left with. Tax loss selling season can be a great time to cycle through shares to lower cost basis on existing shares plus make a little money in the process"
X Link @SayNoToTrading 2025-09-30T15:20Z 10.8K followers, 5125 engagements
"@CedarStResearch Didn't even realize $WRB was at ATH until seeing your post. This is one I don't bother to watch unless price is low and there's a buying opportunity of which there hasn't been in a while so I never look at it"
X Link @SayNoToTrading 2025-09-30T15:28Z 10.8K followers, XXX engagements
"$CSW was at $XXX when I posted this and I bought at same time. Bottomed at $XXXXXX a few mins later closed at $XXXXXX and in the XX hours since has steadily climbed $XX. We'll see if it holds. I would actually like it to take another leg down sometime in coming weeks. $CARR looks to be the next HVAC stock which might get interesting soon but this is large cap so it doesn't do the rapid drops and bounces like low volume $CSW $WSO $AAON etc. $FIX used to play this game when its market cap was 1/2 to 1/3 current but now its too momo"
X Link @SayNoToTrading 2025-10-01T14:40Z 10.8K followers, 3939 engagements
"Dare I say Jack Henry $JKHY at $XXX is what I would strongly prefer over $PYPL at $XX No I won't say it. That would result in too many emotionally charged comments from the Paypal mob on here"
X Link @SayNoToTrading 2025-10-01T16:14Z 10.8K followers, 4938 engagements
"Old quote from Mark Leonard of Constellation Software $CSU $CSU.TO $CNSWF regarding Jack Henry & Associates $JKHY. Theyre being hit hard right now on regional banking fears. Who do you like more here $JKHY or Fiserv $FI"
X Link @SayNoToTrading 2025-10-01T21:24Z 10.8K followers, 4197 engagements
"@fyee0308 Well I like $JKHY here but the "or" part is that I didn't like $FI after initial plunge to $XXX but do admit it's tempting me"
X Link @SayNoToTrading 2025-10-02T04:51Z 10.8K followers, XXX engagements
"@contextinvestor @LeoNelissen @juergentschi I can understand on the data and research which yes unlike $MCO is a large part of $SPGI. However the CRA side is highly regulated and I don't see the world's governments handing out new credentials to AI firms for this"
X Link @SayNoToTrading 2025-10-03T22:43Z 10.8K followers, XXX engagements
"Because I only got one buy in of Waters $WAT at its lows before rebounding I did sell it for a modest gain when Danaher $DHR dropped big on the 25th to buy more of it being higher conviction. Normally I don't do this type of thing. The exception is when the position is tiny due to the bottom being short-lived. Rather than have an excess number of those tiny positions I'd rather roll into more core names if opportunity presents itself. As it did with $DHR which is now up about XX% in about a week"
X Link @SayNoToTrading 2025-10-05T15:18Z 10.8K followers, 1627 engagements
"@jblan010 @nameistinna @patientinvestt Check feed I own $BAH"
X Link @SayNoToTrading 2025-10-06T19:00Z 10.8K followers, XXX engagements
"Nice spike after hours on Oscar Health $OSCR on Trump comments about possibly reaching deal on ACA subsidies. But I dont care about this. Tell me about Medicaid deal for Centene $CNC and Molina $MOH so I can make some real money"
X Link @SayNoToTrading 2025-10-06T21:32Z 10.8K followers, 24.7K engagements
"@TheEUInvestor Yeah $MCO is much more pure play for credit ratings light on research/data so not being hit as hard as $SPGI"
X Link @SayNoToTrading 2025-10-07T15:42Z 10.8K followers, XXX engagements
"@TheXCPA He's obviously out of touch with much recent to his own admission. I did enjoy him bringing up $WSO $WSO.B two different times though he was talking about relative to returns from 1980s through now"
X Link @SayNoToTrading 2025-10-08T15:24Z 10.8K followers, XXX engagements
"@invest091 Sucks. I have also been waiting to add some $TYL at $470s. Havent added for years. $ROP strong today too"
X Link @SayNoToTrading 2025-10-08T17:11Z 10.8K followers, XXX engagements
"@QualityInvest5 Yeah I finally bought $FI. The initial drop to $XXX wasnt enough for me but it was hard to resist now. Ive long owned $ADYEN. Fiserv is 2nd largest global market share for processing behind $JPM. If you check my feed a few days ago I posted market share of top 20"
X Link @SayNoToTrading 2025-10-09T00:20Z 10.8K followers, 1728 engagements
"@QualityInvest5 Lets just hope it doesnt turn into a $GPN but really their debt is what sunk them"
X Link @SayNoToTrading 2025-10-09T00:31Z 10.8K followers, XXX engagements
"Speaking of price per sq ft for $RKT took this pic and have been meaning to do post about them. This is very prime RE Dont own Rocket not for me because its a trade but I do think it could be a good trade from here. Whenever lower rates and refi boom comes Ill benefit with plenty of other holdings. Directly with $FICO $EFX $TRU and indirectly with all building and housing related stocks. Anything dependent on financing will ride along. Even braces like $ALGN"
X Link @SayNoToTrading 2025-10-09T16:33Z 10.8K followers, 1587 engagements
"You can only choose one today which $RACE vs. $HON vs. $CTAS"
X Link @SayNoToTrading 2025-10-09T18:50Z 10.8K followers, 5033 engagements
"@TribeRuffner They are very different. $BMI is small cap focused on specific type of hardware with software component. $ROP is diversified conglomerate over 10x the size. So I like them both but for different reasons"
X Link @SayNoToTrading 2025-10-09T22:52Z 10.8K followers, XXX engagements
"Does anyone remember that time when Mercado Libre $MELI stock dropped almost $XXX in XX hours Yeah it was a long time ago. Monday Sept XX thru Wednesday Oct X 2025. These kind of drops are a blessing for a name like this. Excluding the 2022 bear market when $MELI drops sharply more often than not it rebounds and usually quite quickly. As I posted I did buy last week at $2222.22 because like I said a pretty share price is more important than a lower price However I did later on get both a lower and pretty price at $2121.21 which was just a few dollars I think $X or X from the intraday low this"
X Link @SayNoToTrading 2025-10-10T04:19Z 10.8K followers, 17.3K engagements
"On this noticed $MELI was well into $2300s pre-market and dumped at open. This is why if I'm available I will unload high cost lots during extended hours. Sold those XX yesterday at $2294 while on Stairmaster after close. There is a buying bias in extended hours because it's almost all retail so use to your advantage"
X Link @SayNoToTrading 2025-10-10T14:16Z 10.8K followers, 3915 engagements
"Of course I had to bust out the $2121.21 again on $MELI today"
X Link @SayNoToTrading 2025-10-10T16:05Z 10.8K followers, 3512 engagements
"I bought $DECK and $CSW my $ODFL didnt fill which was set about dollars below current cost basis. Missed $BAH at $XX mine is $XX so wasnt looking at it earlier when it was above that. Haha I cant answer same questions all the time when they require detailed answers. I just answered @DougCatsby on that exact question in detail X days ago. Youre going to have to dig it up"
X Link @SayNoToTrading 2025-10-11T04:16Z 10.8K followers, XXX engagements
"Well not saying they are or are not favorites but I did buy at least $100k in each of these: $CHE $CSW $HON $WSO. Around 50k or more in each: $CTAS $IOT $ISRG $MELI $RACE. Couple dozen names with $5-40ish. Really wish I wasnt working from phone last hour I missed some I would have bought"
X Link @SayNoToTrading 2025-10-11T05:15Z 10.8K followers, XXX engagements
"@davey_juice Do not - I repeat DO NOT - buy $MELI unless you do a pretty price like this"
X Link @SayNoToTrading 2025-10-11T05:49Z 10.8K followers, 1667 engagements
"We will have a crash Those were the very last words by Andrew Ross Sorkin on the XX Minutes Booms Busts and Bubbles episode tonight. Cleverly edited to sound dramatic when he was just saying theres always a crash in the future he just doesnt know when"
X Link @SayNoToTrading 2025-10-13T02:52Z 10.8K followers, 11K engagements
"@GorrepatiRama Tired too but Im still buying at least XXX shares of $CPRT daily as I said I would Some days are more. I think I did XXX on Friday"
X Link @SayNoToTrading 2025-10-13T03:45Z 10.8K followers, XXX engagements
"Continuing topic as to what goes yin when market goes yang I already discussed $MKTX from Friday. Another example was $CSL. My highest cost XX were at $320-321. Was able to double down at mid-day lows of $XXX and then unload the higher cost in green. Did this with a few other positions on Friday too. Even on ugly days there are always places to make money the very same day even if market closes at the lows. Carlisle is one of the very best building suppliers among all which are public. $SPY beating CAGR long term"
X Link @SayNoToTrading 2025-10-13T04:11Z 10.8K followers, 3317 engagements
"@Linsanity0713 $MELI is not 4-5% of my portfolio that's its weighting in that account only. $CPRT is definitely not a spec"
X Link @SayNoToTrading 2025-10-13T04:16Z 10.8K followers, XXX engagements
"My pretty numbers are not a scam. On each of these X days the intraday low on $MELI was within just $X of them"
X Link @SayNoToTrading 2025-10-13T15:46Z 10.8K followers, 2772 engagements
"@brent_e_trader Search my feed for Brassica their $CMG backed competitor. So much better"
X Link @SayNoToTrading 2025-10-14T03:57Z 10.8K followers, XXX engagements
"On Cintas $CTAS stock take note that today we did match the April 7th intraday low"
X Link @SayNoToTrading 2025-10-14T19:34Z 10.8K followers, 2723 engagements
"@DeepValueBagger That's aftermarket. The stock $SPACEX sold for the $SATS deal about X weeks ago is $XXX if I recall. If you're paying more than X% above that you're getting ripped off. A lot of those dual-layers also charge management fees and some do carried interest. Say no"
X Link @SayNoToTrading 2025-10-15T04:38Z 10.8K followers, XXX engagements
"@MollyKapital $350-360s since it was just there intraday a number of times. Not being too cheap would be $365"
X Link @SayNoToTrading 2025-10-15T04:54Z 10.8K followers, XX engagements
"My problem this morning was not Progressive $PGR earnings plunge. My problem was having 45-min dog walking duty at market open and while doing that doing a few hundred thou $ in $PGR transactions from the absolutely atrocious Fidelity app. Finally back at computer"
X Link @SayNoToTrading 2025-10-15T14:59Z 10.8K followers, 3911 engagements
"@pepemoonboy Thats my long term bull thesis on $CNC and $MOH"
X Link @SayNoToTrading 2025-10-15T22:39Z 10.8K followers, 2318 engagements
"Speaking of fat fingers did this for Fiserv $FI and it didn't fill. Then I realized why"
X Link @SayNoToTrading 2025-10-16T18:10Z 10.8K followers, 2913 engagements
"I don't know when it will be but I believe we will look back at the tariff crash as we did the Covid crash - something rapid severe and short-lived. It may even be a quicker recovery than Covid as there were rolling bottoms for many sectors during that time. Here *almost everything is crashing at once. Both safe havens and speculative. *There are a few holdouts right now like P&C insurance. But for most part everything is crashing. Even munis are having their worst day in XX years so we took out the GFC record on that"
X Link @SayNoToTrading 2025-04-09T17:10Z 10.8K followers, 152.9K engagements
"Being that Fairfax Financial $FFH $FFH.TO $FRFHF has made me almost XXX% in X years figured I should take a closer look at Fairfax India Holdings $FIH.U $FIH.TO $FFXDF I would never try and invest in India directly. Never invest in markets you don't understand. Especially when there's the added dollar to rupee risk. Fairfax India has been an absolute train wreck. Then again you could say the same about Fairfax Financial from post GFC through Covid low. Luckily I didn't buy until then. I remember during the 2000s everyone said Fairfax was the next Berkshire Hathaway $BRK.A $BRK.B and that Prem"
X Link @SayNoToTrading 2025-05-28T05:14Z 10.8K followers, 5066 engagements
"If I were to trade a name Veeva Systems $VEEV would be at top of list. +19% today on earnings. But if you've owned for years this means nothing to you. Why Because ever since 2022 tech wreck $VEEV oscillates between $XXX to low $200s like clockwork. Today at $XXX it FINALLY broke out of the funk taking out the Aug X 2022 high of $XXX. Though still below the low $300s of 2020 and 2021. I'll just continue to wait in disappointment at the 5x roundtrips it has done from $XXX to $XXX since I've owned it. In case you don't know $VEEV announced their breakup with Salesforce $CRM in Dec 2022."
X Link @SayNoToTrading 2025-05-29T20:34Z 10.8K followers, 3258 engagements
"Is LandBridge $LB the next Texas Pacific Land Corp $TPL First let me tell you a story about TPL going back 25ish years ago. As I mentioned this morning Taser (now $AXON) was the ultimate battleground stock back then on Yahoo Finance and $MSFT MoneyCentral (now MSN) forums. Maybe not the ultimate but a frequent deep value stock discussed back then was Texas Pacific Land Trust (the C-corp conversion is very recent). Back then market cap was around $200M (today it's $25B). When you bought into $TPL you were paying around $XXX per acre from what I remember. The investment thesis back then was"
X Link @SayNoToTrading 2025-06-24T22:16Z 10.8K followers, 5924 engagements
"While not as high quality as Brown & Brown $BRO or Arthur J. Gallagher $AJG among the insurance brokers Marsh & McLennan $MMC is probably the most interesting here at $XXX. Thing is many people don't realize this post-Covid gravy train on crazy insurance hikes will hit a ceiling. Once it does these stocks could go flattish or underperform market for several years. For example if you bought $BRO at split-adjusted price of $XX in 2006 it was not back at that price for XX full years hitting it again 2016. Yeah GFC was between but Brown & Brown is not a bank or even an insurance company. Just an"
X Link @SayNoToTrading 2025-07-03T17:54Z 10.8K followers, 3442 engagements
"Great news for Alimentation Couche-Tard $ATD $ATD.TO $ANCTF shareholders. Also of interest to $CASY and $MUSA holders. They're finally pulling out of the hostile 7-11 takeover. As I have mentioned that was a dark cloud hanging and until that was resolved one way or another stock would be range bound. I only have my lowest cost XXX shares. Circle K food is kind of a joke compared to Casey's pizza right"
X Link @SayNoToTrading 2025-07-17T02:42Z 10.8K followers, 3254 engagements
"I've sold many 5+ year holdings this week for a good reason: $SLG $FRT $AVB $ESS $KIM $O $VICI $CPT Why Because these were Covid low buys. They were great deals and work as income plays but are drags on portfolio long term (decades). I sell all of my losing lots on every stock each year but last time my realized losses realized gains I think was 2018. Because of health insurers looks like this year that won't be a problem so now I am selling some of these since I can finally offset the gains. Many of these real estate holdings I had already reduced within the past couple years and I think all"
X Link @SayNoToTrading 2025-07-30T14:47Z 10.8K followers, 4057 engagements
"On the topic of losers in defense my biggest loser by far has been $LMT Lockheed Martin. I own all the prime including $LHX $HII $BA $NOC $GD and $RTX. You can search my feed for those tickers for more info. Am contemplating trimming a bit of this loser especially given that Boeing got the 6th gen F-47. $LMT SR-72 is sexy as hell but barely a needle mover if it moves forward. Especially given all the $$$ now being frontloaded for B-21 from $NOC (acceleration of production is last budget bill). At this point $LMT future cash flow is mainly legacy support for F-35 'til its sunset. Unless there"
X Link @SayNoToTrading 2025-07-30T18:29Z 10.8K followers, 5385 engagements
"Out of the 15-20 industrial stocks I bought first week of April and posted about then probably the most disappointing is $IEX IDEX Corp. Not to be confused with $IDXX IDEXX Labs which I also bought. After today's earnings it's flat. 15-20 others are almost all up 30-150%"
X Link @SayNoToTrading 2025-07-30T23:13Z 10.8K followers, 3290 engagements
"After 2+ years I sold my Factset $FDS stock today and here's why: (1) Gartner $IT dumped XX% today because of LLMs encroaching on the research they offer especially at the price points they offer ($20-80k or more per seat). Factset research facing similar albeit milder. (2) That price I bought $FDS at in May 2023 at $382/$383 were at intraday lows after a selloff. Meaning I was never underwater on it after not even for a day. But here we are almost back to those prices in a bull market what does that tell us (3) Unlike say health insurers who have faced extreme valuation compression that is"
X Link @SayNoToTrading 2025-08-05T21:35Z 10.8K followers, 8273 engagements
"Morningstar $MORN stock has now roundtripped back to April 7th black Monday low. $SPGI and $MCO investors may be interested because of DBRS. Call me an optimist but tiny Morningstar DBRS excites me when looking out 10-20 years. Just 2-3% global market share but X of only X credit rating agencies approved by US govt. I also hear they are a bit more let's just say hungry relative to Moody's S&P and Fitch. So certain types of companies will opt for DBRS to get their credit rating. You know why. $MORN is being sold off for same reason as $FDS $IT and similar - disruption by LLMs. I get it. Most"
X Link @SayNoToTrading 2025-08-06T16:54Z 10.8K followers, 3489 engagements
"Huge $TPL buy from Horizon Kinetics. I think $GOOG should start including our buy/sell tweets in their AI news slop if X share is all it takes to be top story"
X Link @SayNoToTrading 2025-08-07T16:46Z 10.8K followers, 16.6K engagements
"For the record I love all the trash co's $WM $WCN $RSG $GFL and $CWST. However the one I like best for long term is Casella Waste Systems $CWST and I'm liking it today for an add. First since 2023. CEO transitioning to chairman is not reason to sell the stock. From press release: "John Casella who joined his brother Doug in 1976 a year after Doug founded the company has led the growth and expansion of Casella Waste Systems into a leading waste management and resource solutions company in the eastern United States significantly enhancing value for shareholders customers and communities." Guy"
X Link @SayNoToTrading 2025-08-07T18:47Z 10.8K followers, 6284 engagements
"If you believe in any variation of AI 2027 coming to fruition you should be gravely concerned about an upcoming double-dip or worse in office REITs $SLG $BXP $VNO $KRC $CUZ $DEI $ESRT. I just sold my last slug of SL Green (attached) picked up in 2023 which was lower than covid low. Also dumped last of Empire State Realty Trust picked up in both 2020 and 2023 at $X. It's true work-from-home died and return-to-office is real. Not denying that. But which jobs are most at risk from AI First it's the people who work in offices. We don't need humanoid robots to replace them. Many are dispensable"
X Link @SayNoToTrading 2025-08-11T16:45Z 10.8K followers, 2993 engagements
"SaaS and related names least prone to AI disruption = those with a physical real world aspect which can't be vibe coded. $AXON = body cams $ISRG = robotics + challenging medical regulations Also $GRMN $IOT $CGNX $TRMB What are some good names to add to this list Or to agree/disagree with Not real world but $NOW users please share feedback on disruption risks"
X Link @SayNoToTrading 2025-08-13T15:30Z 10.8K followers, 8401 engagements
"Was asked this week about $NICE and I can think of few SaaS names I hate more. Even if you know nothing about them just the 10-year return of only XXX% should be a major red flag. Why such lag to peers and S&P Because it's hodgepodge of antiquated software code not even fit for the 2010s let alone the AI era. Every time I am forced to use NICE CXone as a customer - like right now - I get infuriated. I am typing this as I wait. It is so bad I have had conversations with Vitacost (owned by Kroger) senior customer service who tell me they know it hasn't worked right for 3+ years and nothing they"
X Link @SayNoToTrading 2025-08-17T18:42Z 10.8K followers, 3803 engagements
"Whenever Intuitive Surgical $ISRG dips for me it's buy first ask questions later"
X Link @SayNoToTrading 2025-08-21T17:25Z 10.8K followers, 13.9K engagements
"On the topic of $ISRG don't forget about proxy play $UFPT. Intuitive Surgical is the largest customer of UFP Technologies. Yes there has been rumblings of risks regarding the insourcing of the single-use and single-patient medical devices they buy from UFP. However for Intuitive to insource all that's too risky. I did add a little $UFPT stock during the tariff lows and and it's always on my dip buying watchlist"
X Link @SayNoToTrading 2025-08-22T23:40Z 10.8K followers, 4800 engagements
"For those who like Thermo Fisher Scientific $TMO and Danaher $DHR don't forget about Agilent $A stock. They are the measurements and testing division spun out from $HP in '99. - #1 market leader globally for gas chromatography - #2 for liquid chromatography after Waters $WAT - 1/3 instrument sales 2/3 consumables - Instruments cost $100k with 6-10 year useful life. - Similar to car engine due to high heat gets to point where replacing is cheaper than fixing worn parts. - Instrument cycle every 3-5 years = better throughput and more making upgrades useful regardless - X of only X companies"
X Link @SayNoToTrading 2025-08-24T14:52Z 10.8K followers, 6006 engagements
"One SaaS name really bucking the trend has been AppFolio $APPF Back in April I was telling you when I was buying it and why. We are now up XX% from there. I see some saying it's now expensive and a sell but if you're not a trader valuation is not out of line with historical"
X Link @SayNoToTrading 2025-08-27T17:19Z 10.8K followers, 2551 engagements
"I have a few hundred k $ in Constellation Software $CSU $CSU.TO $CNSWF and its spinoffs so I'm not a hater but seriously. why do I never hear the CSU crew talk about Roper Technologies $ROP Look past the cult of Mark Leonard and podcast pumpers for a moment and consider what is turning into their American counterpart. While both offer vertical market software which can be disrupted by AI $CSU consists largely of small less complicated software - average deal size something like $13-18M in recent years. Long term average is lower. Pre-AI what made this software valuable was each had such a"
X Link @SayNoToTrading 2025-09-02T23:04Z 10.8K followers, 16.8K engagements
"White Mountains Insurance Group $WTM stock is one you never hear about. Similar to Markel $MKL and Fairfax Financial $FFH $FFH.TO $FRFHF it's a name hoped/hyped to become a mini-Berkshire $BRK.B $BRK.A. During the Covid lows I have positions I picked up in all X with $WTM being the laggard. Back in 2020 White Mountains acquired a majority stake in Bermuda-based Bamboo Insurance. Later bumping it to XX% ownership in 2023. Bamboo is a managing general agency (MGA) they are not an insurer themselves. They are licensed to sell E&S insurance for other insurance companies (called "fronting"
X Link @SayNoToTrading 2025-09-03T15:04Z 10.8K followers, 3596 engagements
"Intuitive Surgical $ISRG forward EV/EBIT is 40x. You can see where that lands on historical"
X Link @SayNoToTrading 2025-09-03T17:58Z 10.8K followers, 5894 engagements
"Intuitive Surgical $ISRG now trades at a forward EV/revenue of XXXX. I've highlighted past times it has been at that level recently"
X Link @SayNoToTrading 2025-09-03T18:42Z 10.8K followers, 9936 engagements
"Regarding the Intuitive Surgical $ISRG stock drop today I listened to their presentation at the Wells Fargo Healthcare Conference which triggered it. The XXX bps tariff drag off of gross margins is not new it was discussed on Q2 earnings call. They did emphasize the XXX bps was the calendar year 2025 average meaning lower in Q2 and higher in Q3-Q4. Not sure if this was explicitly said on Q2 call. Seems the fear is refusal to guarantee 2026 gross margins of 70%. Each time asked they reiterated they simply don't know given the dynamic nature of the tariff situation. If you liked owning $ISRG at"
X Link @SayNoToTrading 2025-09-03T22:46Z 10.8K followers, 4283 engagements
"Post mortem analysis of Intuitive Surgical $ISRG stock drop this week. I understand some of you have said in comments you want to wait for $XXX or whatever due to a technical level from XXX years ago. That's fine I respect that but we would need a re-rating in multiples to hit that. I try not to wait for multiple re-ratings to buy because fact is multiples have rarely made sense on much since 2012/2013 or so. What we saw with $UNH re-rating this summer that is extremely rare. It went below GFC 2009 bottom multiples. Rather for a long term winner very high quality stock like $ISRG I am OK with"
X Link @SayNoToTrading 2025-09-06T19:26Z 10.8K followers, 8037 engagements
"Oracle $ORCL vs. Morningstar $MORN Hear me out. I'm not saying Joe Mansueto is some Larry Ellison but both are founders owning XX% and XX% of their companies' stock respectively. Joe is XX and probably has more time left than Larry XX. No one is as cutthroat and as obsessed with winning as Larry. Still I think it's too early to count out Joe and $MORN on the basis of being an AI casualty. As I've said before what I like best about them is their tiny Morningstar DBRS division a global credit rating agency. This is a business they've only been in since 2019. DBRS is one of only four CRAs"
X Link @SayNoToTrading 2025-09-11T18:51Z 10.8K followers, 5930 engagements
"@Cameronko Both $FDS and $MORN are definitely on probation. These are small calculated bets that their long term S&P beating performance may continue and AI may not destroy they. However that thesis may be wrong. Regarding $ISRG see my post on that today"
X Link @SayNoToTrading 2025-09-15T23:30Z 10.8K followers, XXX engagements
"With Hershey $HSY at YTD high today good time to bump my tutorial so new followers understand what the hell Im doing with all my buying. I do this with everything including $UNH"
X Link @SayNoToTrading 2025-09-16T20:46Z 10.8K followers, 12.5K engagements
"$MSCI and $MORN down today in sympathy with $FDS earnings. Then I start looking and even $SPGI is down X% and $MCO X% both of which are too distant from FactSet"
X Link @SayNoToTrading 2025-09-18T18:10Z 10.8K followers, 6913 engagements
"Between the spook on permits $LEN earnings yesterday and mortgage rates heading the wrong direction building suppliers have been sold off lately. One of the highest quality among them is Carlisle $CSL. I missed its tariff tantrum low as my buy was few dollars off. I am buying now for first time since 2023. Forward PE is 14-15 but I don't prefer that metric given their acquisitive nature. $CSL has had a monster buyback program as you can see"
X Link @SayNoToTrading 2025-09-19T14:41Z 10.8K followers, 8048 engagements
"Regarding $FDS and $LSEG vs. $MSCI I know that FactSet requires significant human capital (2/3rds of employees in low cost labor markets) and capital investment (2.4x the capex to FCF of $CME and 5.7x of MSCI) resulting in lower net income per employee (5x less than MSCI 20x less than CME). Still it just seems like $MSCI is too loved right now so between buying it vs. $FDS I'd go with latter. The last decent time to buy MSCI was when there was the ESG rating backlash which climaxed in April 2024 and that's when I bought. Yes $FDS may be an inferior business to MSCI indexing but at this moment"
X Link @SayNoToTrading 2025-09-20T19:15Z 10.8K followers, 8331 engagements
"Buy Kenvue $KVUE on Tylenol autism link Id rather buy Church & Dwight $CHD which is falling in sympathy. Perhaps X of only X or so consumer packaged goods stocks I can advocate as a permanent hold. The rest are only good for trades so not for me. Even after this drawdown $CHD still a 10-bagger in past XX years beating $SPY $VOO big time. Favorite brand of theirs Trojan condoms"
X Link @SayNoToTrading 2025-09-22T20:31Z 10.8K followers, 9841 engagements
"$AXON vs. $ISRG X very different yet similar stocks. Both undergoing a selloff albeit Axon mildly for now. Intuitive Surgical flirted with the April 7th level of $XXX past couple weeks before rebounding a bit. Axon still far above April 7th level of $XXX as you can see. Not saying we go down there but Id be okay with even high $500s to add. Similar to Musk and $TSLA compensation package Rick Smith has a big payday if he hits seemingly impossible targets. I would bet with him not against"
X Link @SayNoToTrading 2025-09-24T23:53Z 10.8K followers, 4949 engagements
"If you follow me you may know I've had a 1000 share position in $ODFL which I've been cycling shares on from the $170s down to current $XXX. Normally that involves going overweight 500-1000 shares (1500 to 2000 total) and then selling the higher cost lot(s) after rebounding green. Today for first time I'm not doing that. I sold XXX highest cost and am now underweight XXX. With so much I like on sale rather than tie up that money and wait I'll risk whether or not I get better price to add XXX more. FYI my realistic downside target for $ODFL is $XXX. That doesn't mean it can't go way lower."
X Link @SayNoToTrading 2025-09-25T19:09Z 10.8K followers, 4101 engagements
"That date and time was the bottom in Watsco $WSO $WSO.B at least for now. CSW Industrials $CSW is now most interesting HVAC stock. Note that its prior ticker was $CSWI before recent move to NYSE. If you see me use that accidentally thats why. Have to break the habit. However CSW probably has higher downside risk than WSO at each of their respective levels but its a different biz model"
X Link @SayNoToTrading 2025-09-29T20:41Z 10.8K followers, 8361 engagements
"The $FICO news this morning created a nice dip on Equifax $EFX stock. "FICO Mortgage Direct License Program tri-merge resellers have the option to calculate and distribute FICO Scores directly to their customers eliminating reliance on the three nationwide credit bureaus." It took me X years - this event - for me to finally double my $EFX position. To recap I had cycled through about $100k shares a few weeks ago on that intraday drop to $233/234 capturing the lowest cost XX shares and selling rest on rebound later that day and the next. Did same thing today and this time bought in XXX share"
X Link @SayNoToTrading 2025-10-02T14:52Z 10.8K followers, 4078 engagements
"Is Mohnish still in the metallurgic coal plays $AMR and $CNR (previously $ARCH) or did he flip-flop on that I flip-flopped on it but did so within just a couple days of buying. Last year I bought a little a Alpha Metallurgical Resources in my hard assets account (energy REITs utilities gold royalties). Price was around $XXX. Realized it was a mistake and got out quickly. Not that I'm bearish on metallurgic coal (not to be confused with thermal coal) but rather such capital intensive businesses I want to minimize and only buy on EXTREME drops - e.g. oil in March 2020. Haven't dug into $AMR"
X Link @SayNoToTrading 2025-10-02T15:52Z 10.8K followers, 2981 engagements
"$FICO holders Bill Pulte about to be interviewed. If he's not nice may get some weakness. Reminder: he's never nice to FICO but this is first interview since their new offering so who knows"
X Link @SayNoToTrading 2025-10-03T14:53Z 10.8K followers, 2335 engagements
"Buying some more Progressive $PGR today. +100 from last week while swapping out XX shares for a little bit cheaper too. Still want my $234-236"
X Link @SayNoToTrading 2025-10-06T16:22Z 10.8K followers, 2704 engagements
"When it comes to Americas favorite Ponzi scam today I sold my highest cost Strategy $MSTR shares after going green. This is what I am keeping from 2025 so far which are my lowest cost XXX. I also sold out of Semler Scientific $SMLR which Ive had a XXX share tracking position at $28-29 for I think over a year. Given the Strive $ASST acquisition want to see how that plays out. As we have seen with Ether and $BMNR vs. $SBET there really is no number X. Only number X gets the elevated mNAV. As such sticking with BitMine and Strategy not me-too names. However I will hold my lowest cost shares of"
X Link @SayNoToTrading 2025-10-06T16:39Z 10.8K followers, 3666 engagements
"Someone was asking about $SPGI yesterday. Here are my recent adds. Not doing serious buying yet. Given narrative of AI eating research and data (which is huge chunk of their biz) there are better deals at center of controversy like $MORN $FDS. As mentioned $MSCI still too loved here. If $SPGI goes to $450-460s I'll bump up buy increment to XX shares. On rebound will only hold lowest cost XX or XX depending where we land. Remember we hit $XXX on April 7th intraday low as you can see. A lot of non-AI stocks are flirting with the April 4-9th levels"
X Link @SayNoToTrading 2025-10-07T15:35Z 10.8K followers, 5599 engagements
"Do you know what the #1 reason is to not buy Fannie Mae $FNMA and Freddie Mac $FMCC stock Doing so supports Bill Ackman who is a snake for what he did to $UNH. He also pumped Fannie and Freddie during last trading day of 2024. This inflated returns on his fund and therefore his fees. Search my feed for details. You know what's somewhat similar though which you can buy and not benefit him Farmer Mac $AGM. Not in conservatorship so it's not that story. Though it is a gov sponsored mortgage story but for agriculture. As you can see from returns chart even if you bought at peak of real estate in"
X Link @SayNoToTrading 2025-10-07T20:05Z 10.8K followers, 13K engagements
"I don't do turnarounds. I buy long term winners with short term problems or at least those which appear short term. Look at long term (multi-decade) chart of $DEO and it's a disaster. Major market underperformer. Would not touch. Don't care if it doubles from turn-around. Plus I think alcohol is very destructive and health risks minimized. So glad people are drinking less at least the younger and smarter generations. With cigarettes anyone millennial or gen Z know exactly what they're signing up for if they smoke. Same cannot be said about alcohol whatsoever. People are so ignorant as to long"
X Link @SayNoToTrading 2025-10-08T16:06Z 10.8K followers, XXX engagements
"Hard truth to hear regarding Ferrari $RACE stock. I'll start with my own similar mistake. I bought Estee Lauder $EL two years ago because even though I'm a man I thought I knew women's buying preferences Similarly a lot of people on here think they understand Ferrari customers when they're not one themselves. I did buy $RACE at exact intraday YTD low on April 7th and then sold on August 11th which you can read about below and the reasoning. Very reluctantly simply because I can't resist falling knives of quality companies I did nibble XX shares today at $XXX. However this buy will be treated"
X Link @SayNoToTrading 2025-10-09T15:21Z 10.8K followers, 12K engagements
"This pattern is really starting to piss me off Here's the one year chart of Waste Connections $WCN. You can see where it hits $XXX. Two Thursdays ago I had the mid-day dog walking duty which inconveniently is 12-1 pm. Last hour of trading. On that Thursday $WCN hit $170.xx briefly but I missed it thanks to the recently unusable Fidelity app. Today also Thursday exact same situation. This time I was able to buy but not ideally. Would have done better at desktop for sure. $WM $RSG $CWST also interesting here"
X Link @SayNoToTrading 2025-10-09T22:28Z 10.8K followers, 4109 engagements
"@man26uel Yeah not the tariff low but $HON like many non-AI industrials right now is matching the mid-April level"
X Link @SayNoToTrading 2025-10-09T22:33Z 10.8K followers, XXX engagements
"@DigitalSamIAm Agree with all and you just made the best bull argument as well as analogy for $RACE. Did you know Rolex is a non-profit Or at least owned by one. Too bad they couldn't structure it so watch purchases would have a tax deductible value attached to them"
X Link @SayNoToTrading 2025-10-09T22:37Z 10.8K followers, XXX engagements
"@LasVegasLocally I dont get mad I get even. Buying $UNH stock during this yearss lows was best way to offset any future raping on policy costs"
X Link @SayNoToTrading 2025-10-10T04:38Z 10.8K followers, 4395 engagements
"@twikroya Same answer for $UI. Remember I only sell if thesis breaks and I mean seriously breaks"
X Link @SayNoToTrading 2025-10-10T13:07Z 10.8K followers, XXX engagements
"Didn't have time to post this yesterday: bought a little $ADP. Why Well you know my negative thoughts on it and $PAYX and if not search my feed for either ticker. Thing is it as well as many non-AI industrials are hovering near April lows and some have even taken them out like the trash companies. I'm talking literal trash not $IONQ. I always like exposure to opposite of prevailing thesis even when I agree with it. As in if we don't get mass employment disruption from AI then $ADP should be a decent buy here in the long run. Plus I had lightened up my exposure to $PAYC and $PCTY this summer"
X Link @SayNoToTrading 2025-10-10T13:59Z 10.8K followers, 2377 engagements
"Lemonade $LMND. The primary reason I did this is so whenever I discuss it I hope to not deal with so many comments calling me a short or bear. As I've said many times it's just a valuation thing and risk/reward relative to $PGR etc. For vast vast majority of people on here investing is your hobby or side gig. If you lose you're fine. For me it's everything. I don't need to make it already have. Just need to preserve"
X Link @SayNoToTrading 2025-10-10T15:56Z 10.8K followers, 9269 engagements
"You need to seriously reconsider your investment strategy if at least some things in your portfolio didn't put a big smile on your face yesterday. No I'm not talking about a smile because you can buy them lower (that's good too). Rather I'm talking all these correlated stocks and crypto pumped on X. It's not just the top XX trending stocks on here. More like the top 50-100. Sure there are many good companies within those but why you really like them is because they have had good momentum. Translation Share price growth has far exceeded that of fundamentals even forward looking years out. When"
X Link @SayNoToTrading 2025-10-11T14:32Z 10.8K followers, 10.8K engagements
"What was my #1 favorite stock from yesterday If you're a newer follower you should definitely read this as it explains how I buy and sell. MarketAxess $MKTX and $PYPL have a lot of similarities actually. However one is an X favorite while the other X couldn't care less about. I'm sure you've seen the below chart from @fiscal_ai or ones like it circulating on here for $PYPL. You can chart the same for $MKTX but it's even cleaner. Despite the disastrous drawdown in MarketAxess stock which I have been posting about as long as I've been on here I make money on every transaction for it. I'm"
X Link @SayNoToTrading 2025-10-11T15:07Z 10.8K followers, 6441 engagements
"Are you pissed about $HOOD not allowing orders Friday They did me worse; $85858 trading error As I mentioned to @pepemoonboy yesterday I only had difficulty on Robinhood app for a min or two. It was right before close. I was trying to buy XXX shares of $ISRG and I kept encountering an error after swiping up to submit. Eventually the order went through. Guess what While looking over my account today I see that rather than XXX shares at $XXXXXX it executed this transaction TWICE. See screenshot. That's an extra $85858 spent without my permission. So what am I going to do I ask WWTD Trump would"
X Link @SayNoToTrading 2025-10-11T21:46Z 10.8K followers, 36.6K engagements
"For those who need to hear another reason they should stay away from $UPS stock they are intentionally destroying customers shipments due to "nightmare" of new customs requirements. However the main reason to avoid this name is the long term chart right in front of you. As you can see it total annual return since 1999 is only XXXX% per year and that is factoring in dividends without taxes reinvested. the most favorable calculation possible. A few years ago major divergence as thesis broke. UPS is unionized and $FDX is not. Both are in trouble but UPS much more so. With the debt levels they"
X Link @SayNoToTrading 2025-10-13T06:34Z 10.8K followers, 6724 engagements
"@CedarStResearch How about now"
X Link @SayNoToTrading 2025-10-13T15:15Z 10.8K followers, XXX engagements
"Crypto crash is not bearish $RACE and here's why. All the youngins buy McLaren millennials buy Lambo and only boomers buy Ferrari"
X Link @SayNoToTrading 2025-10-13T16:12Z 10.8K followers, 4708 engagements
"To counter all the $NVO bulls who only post positive news let's talk about Catalent $CTLT which I did buy before Novo Nordisk bought them. This has been an unmitigated disaster and today casualties include Scholar Rock $SRRK who has a phase X spinal muscular atrophy drug which is being held up not because of efficacy or safety but rather because $NVO can't get their act together to manufacture safety"
X Link @SayNoToTrading 2025-10-13T17:59Z 10.8K followers, 6119 engagements
"Progressive $PGR earnings date is already here. Tomorrow before open. Normally I don't do share rotations right before earnings. After buying lower I want as much time as possible to unload my higher cost lots. Doing that right before earnings volatility is just gambling. However even taking that into account thought risk/reward still made sense to do that with $PGR yesterday so I bought $XXX and sold my $XXX shares this morning on rebound. That buy at $XXXXXX you see the reason it was only X shares is that's all that got filled. It was the exact intraday low during market hours. Will find"
X Link @SayNoToTrading 2025-10-14T14:50Z 10.8K followers, 3312 engagements
"$HON On the $1M+ I bought Friday as mentioned I was not going to spend my evening itemizing all 40+ when they're already in my feed. However in a follow-up reply I did on Sat or Sun I did list the majority of them $ weighted with all names having $100k+ and $50k+ buys. $HON was among the X or X names with a $100k buying on Friday. I unloaded my highest cost lots today and am keeping these lowest XXX at $XXX. I really would prefer lower where you see my cursor on that chart is where I'd be more comfortable. A lot of non-AI related industrials have hit their April 4-9th lows or close to it."
X Link @SayNoToTrading 2025-10-14T18:15Z 10.8K followers, 5741 engagements
"Still not as bad as Fidelity app The biggest drawback with $SCHW app are all the safety boxes you have to agree to every time you place an order. e.g. this is similar to an open order this limit order will execute because current price is lower crypto involves risks and so on"
X Link @SayNoToTrading 2025-10-14T21:02Z 10.8K followers, 10.1K engagements
"Morgan Stanley analyst thinks Rocket Lab $RKLB can challenge SpaceX sooner than expected. Any $MS clients here that can share with me the report"
X Link @SayNoToTrading 2025-10-15T04:46Z 10.8K followers, 25.4K engagements
"Busy morning. Lots of share rotations on the trash $RSG $WM $WCN. With P&C insurers in the shitter debating an add on $CB and possibly $SKWD. I think Skyward I will wait for $XX. @CedarStResearch what's your take"
X Link @SayNoToTrading 2025-10-15T18:08Z 10.8K followers, 2896 engagements
"@CedarStResearch Aren't you concerned about the cat risks on Skyward That's what's holding me back. $CB will be just fine but $PGR will beat them long term so hard to buy Chubb on a day when Progressive is on sale"
X Link @SayNoToTrading 2025-10-15T18:19Z 10.8K followers, XXX engagements
"Remember I am always allowed to sell highest cost shares and it's not trading As such a little $AMZN today. However these are so far above my 3k share add at $160s in April I will have to let these XXX go eventually"
X Link @SayNoToTrading 2025-10-15T19:35Z 10.8K followers, 26.7K engagements
"Tiniest nibble on $AXON but remember highest cost lots always subject to selling on rebound. Similar +5 share on $TDG earlier. Basically the top quality losers today after the big P"
X Link @SayNoToTrading 2025-10-15T21:53Z 10.8K followers, 3740 engagements
"Was hearing all this hate on here about @QualityInvest5 video as to why he hates PayPal $PYPL stock. So when I did an impromptu workout on my rest day Sunday it was on YT's recommended so I let it play. I'm not going to address all the points in it he made but do want to focus on one: the auto-saving of credit card info in your browsers and phone. Back in the day this was the purpose PayPal served aside from P2P. A digital wallet where your cards were saved. Today and for a very long time now that use has become pointless for most. In fact many go out of their way to NOT use PayPal even when"
X Link @SayNoToTrading 2025-10-16T05:29Z 10.8K followers, 8489 engagements
"Yesterday Ferrari $RACE CEO Benedetto Vigna said the company's earnings projections are "ambitious" but they always deliver on promises. Not sure that was something people wanted to hear given the rather muted growth projections they made would not be described as "ambitious" by many. The earnings pop from $MC $MC.PA $LVMHF $LVMUY seems to be helping $RACE last X days. I did go up to XXX share buys once we got to $380s. I've been selling on the recovery and this is what I current have. Will hold those lowest XXX unless we go lower in which I'll re-start buying"
X Link @SayNoToTrading 2025-10-16T15:33Z 10.8K followers, 2940 engagements
"Moody's $MCO back to exact price of highest cost lot. To add or not add I hate indecisiveness. That's OK though because today is all about buying insurance brokers $BRO $AJG $BWIN which tanked thanks to $MMC"
X Link @SayNoToTrading 2025-10-16T18:53Z 10.8K followers, 2806 engagements
"Marsh & McLennan Companies $MMC was always too long but the re-branding to just Marsh need I remind you of that definition It's a synonym for swamp"
X Link @SayNoToTrading 2025-10-16T19:39Z 10.8K followers, 2756 engagements
"I did sell these this AM at around $XXX though I did just buy $AMZN again. Its not trading"
X Link @SayNoToTrading 2025-10-16T20:47Z 10.8K followers, 1613 engagements
"@QualityInvest5 Havent looked at comments yet. How many do I need to scroll through until I get to a $PYPL vs. $FI fight"
X Link @SayNoToTrading 2025-10-16T20:50Z 10.8K followers, XXX engagements
"$ELV $UNH $CNC $MOH $CI $OSCR Next Tues at 8:30 am Gail Force will be reporting Q3 for Elevance. Remember their last quarter is what tanked the stock as well as the cohort July 17th onward for another leg down which we have since recovered entirely and then some. If earnings and guidance are less bad than feared we could be looking at an upward catalyst for all health insurers. Don't mess with Gail Force"
X Link @SayNoToTrading 2025-10-16T22:14Z 10.8K followers, 6790 engagements
"Builders FirstSource $BLDR among biggest losers on S&P today. Nothing unique as $ITB down X% and it's among the higher beta names in there. $NVR $DHR $LEN $PHG all around -2%. $HD and $LOW around -1%. Interesting that $BLD is down half that of $BLDR as they're both around same beta. This did lead me to double up on $BLDR today with intention of selling higher cost XXX later. Have done this on BLDR since around $XXX downward"
X Link @SayNoToTrading 2025-06-02T17:30Z 10.8K followers, 3278 engagements
"I was asked about Watsco $WSO $WSO.B earnings drop and if I was buying. No even with today's drop still far above the June 17th low when I added"
X Link @SayNoToTrading 2025-07-30T21:40Z 10.8K followers, 2180 engagements
"Major misbehavior this morning by Watsco $WSO $WSO.B which I never pre-authorized. Not that unusual. Sure residential HVAC is weak right now but peers aren't being hit like this. Lennox $LII is -X% and Carrier $CARR is -2%. Thing is Watsco always has low liquidity and high insider ownership. Whenever a fund or major holder wants to dump you regularly see -X or -X% dips intraday. Missed the initial misbehavior while I was surfing. After that have cycled through a few hundred shares of $WSO the past hour and this is what I have left at moment. Will unload the 4-handle lots once they're green."
X Link @SayNoToTrading 2025-08-21T17:10Z 10.8K followers, 5658 engagements
"On this Watsco $WSO $WSO.B move I told you about yesterday long before JPow - I'm talking at opening bell - my highest cost lots all sold in green leaving me with the 3-handle lot. Just as I have explained with $AAON this is very similar and I'm not talking about the HVAC aspect. That's just a coincidence. I mean the ownership structure of the companies the illiquidity and therefore the exaggerated price moves on downside which are often very short lived. Not 3-day rule it's 3-hour rule and in the case of $AAON sometimes 3-minute. $WSO is a milder version"
X Link @SayNoToTrading 2025-08-22T17:26Z 10.8K followers, 3083 engagements
"Unpopular opinion: If you're bullish China might be safer to long $CROX here over $PDD $BABA $TCEHY This may convince you of that in X mins:"
X Link @SayNoToTrading 2025-08-23T18:13Z 10.8K followers, 12.4K engagements
"Just now I couldn't resist adding XXX shares of Roper Technologies $ROP stock. As always my highest cost lots are subject to selling after rebounds so perhaps this lot won't be a keeper. All I know is that I love CEO Neil Hunn's OCD about converting revenue to FCF at or above the XX% mark"
X Link @SayNoToTrading 2025-09-02T15:53Z 10.8K followers, 13.7K engagements
"Watsco $WSO Want to make a bet on what happens next"
X Link @SayNoToTrading 2025-09-12T16:16Z 10.8K followers, 9490 engagements
"Had to walk dog last XX mins 'til close so I missed this IDEX $IEX drop to $XXXXXX. Which coincidentally is my exact cost basis. I would have added XX at that price. Not as high quality as Ametek $AME (Buffett fav) and Parker-Hannifin $PH two other industrial consolidators but $IEX is definitely high quality. If $AME and $PH are 10s then I'd say $IEX is a solid X. Normally beats S&P by a couple hundred basis points but recent underperformance has brought it in-line. If you think the thesis isn't broken then outperformance could happen next X years"
X Link @SayNoToTrading 2025-09-17T23:15Z 10.8K followers, 4479 engagements
"PayPal $PYPL longs. I hear from so many of you about valuation but not many of you seem to use it yourselves. I've used PayPal since I was XX or XX back when you only needed an email to signup. They gave you $XX too for doing so. It was how I took payments when selling on $EBAY as a kid. From then through now have only had lackluster experiences using them at best. At worst terrible policies regarding payment disputes and non-existent customer service. Just as they didn't care if I was a minor way back then today they don't care if scammers use their system to generate various fake billing"
X Link @SayNoToTrading 2025-10-05T21:01Z 10.8K followers, 49.2K engagements
"$PYPL vs. $FI stock What is the best case to be made here as to why one should NOT choose Fiserv over PayPal"
X Link @SayNoToTrading 2025-10-06T15:20Z 10.8K followers, 8754 engagements
"I've said it before and I'll say it again. From risk/reward starting here I like Roper Technologies $ROP over Constellation Software $CSU $CSU.TO $CNSWF. Remember I do have XX new CSU shares from the Mark Leonard selloff (first buy since 2022) so I'm not hating it. Thing is all the compounder/quality bros fail to realize or accept Constellation has always been about ROI per deal not deal quality. Sure they are highly diversified but a lot of it is low quality software. They only paid a very low single-digit multiple on it so they were OK with that. I'm not OK with that in the age of AI where"
X Link @SayNoToTrading 2025-10-09T05:18Z 10.8K followers, 5882 engagements
"I hate PayPal $PYPL. PT of $56-57 for serious buying"
X Link @SayNoToTrading 2025-10-10T20:52Z 10.8K followers, 31.9K engagements
"Said a while ago I would buy XXX shares of Copart $CPRT every single day. I lied. Friday was more than that"
X Link @SayNoToTrading 2025-10-13T04:05Z 10.8K followers, 5801 engagements
"For those asking me about rare earths minerals stocks like $MP $USAR $LYSDY $LYSCF $ARRNF $NEO.TO $UURAF $CRML. You do realize a lot of these are a little more than billion dollar biz plans Even the best the only one I own which is $MP MP Materials has a market cap of $14B is X years away from having a theoretical 16x multiple according to X analyst only. I bought at $XX and would have zero interest buying it here. Keep in mind that most mining stocks should have a low to mid single-digit multiple and despite the wording rare earths are not rare. It's the refining capacity which is rare"
X Link @SayNoToTrading 2025-10-13T13:42Z 10.8K followers, 23.4K engagements
"No surprise here with $CRML $USAR $MP etc. These are such long term endeavors there will be plenty of opportunities between now and the future to get in. Some will de-risk. Some will go away"
X Link @SayNoToTrading 2025-10-15T15:31Z 10.8K followers, 3237 engagements
"Why am I not buying selloff in regional banks $KRE $TFC $MTB $HBAN $CFG $RF $CFR $PB $KEY These are horrific investments. I didn't say they can't be good trades but if you do that even then you are unlikely to beat the S&P if you're in taxable account with high bracket. During 2023 Silicon Valley Bank fiasco I bought several of the highest quality regionals as well as custodian banks $STT $BK and auxiliary plays like $FIS. I only held onto my shares in these at the exact bottoms from 2023 and if you follow me you know that often means within X% of their low. Some within pennies of their"
X Link @SayNoToTrading 2025-10-17T15:00Z 10.8K followers, 3840 engagements
"I honestly think @XCreators Monetization is literally a scam @nikitabier and even Grok tells me this game you play "it's a common complaint." 3+ months ID verification pending since early July. This is despite having my @Premium ID verification approved within just hours at same time. No resubmit option either. Support tickets loop endlessly with AI bots. For months now I can't reach a human @Support or elsewhere @XEng despite explicitly asking for such. I wonder if @elonmusk and @xai do this ID pending intentionally to cut costs but only for a fraction of accounts as to not make it obvious."
X Link @SayNoToTrading 2025-10-17T16:21Z 10.8K followers, 6162 engagements