# ![@The_Pro_Invest Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1496191102814195717.png) @The_Pro_Invest The Pro

The Pro posts on X about in the, more than, ai, stocks the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1496191102814195717/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1496191102814195717/c:line/m:interactions.svg)

- [--] Week [------] +59%
- [--] Month [-------] +1,099%
- [--] Months [-------] +1,252%
- [--] Year [-------] +1,497%

### Mentions: [--] [#](/creator/twitter::1496191102814195717/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1496191102814195717/c:line/m:posts_active.svg)

- [--] Week [--] -29%
- [--] Month [---] +487%
- [--] Months [---] +385%
- [--] Year [---] +607%

### Followers: [---] [#](/creator/twitter::1496191102814195717/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1496191102814195717/c:line/m:followers.svg)

- [--] Week [---] +5.40%
- [--] Month [---] +101%
- [--] Months [---] +290%
- [--] Year [---] +500%

### CreatorRank: [-------] [#](/creator/twitter::1496191102814195717/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1496191102814195717/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  26.92% [stocks](/list/stocks)  19.23% [technology brands](/list/technology-brands)  8.65% [cryptocurrencies](/list/cryptocurrencies)  #7916 [countries](/list/countries)  4.81% [fashion brands](/list/fashion-brands)  2.88% [automotive brands](/list/automotive-brands)  1.92% [currencies](/list/currencies)  0.96%

**Social topic influence**
[in the](/topic/in-the) 6.73%, [more than](/topic/more-than) 5.77%, [ai](/topic/ai) 3.85%, [stocks](/topic/stocks) 2.88%, [$lulu](/topic/$lulu) 2.88%, [market cap](/topic/market-cap) 2.88%, [finance](/topic/finance) 2.88%, [dividend](/topic/dividend) #693, [fomo](/topic/fomo) 2.88%, [money](/topic/money) 1.92%

**Top accounts mentioned or mentioned by**
[@blondesnmoney](/creator/undefined) [@levelsio](/creator/undefined) [@taobanker](/creator/undefined) [@jakebarfield](/creator/undefined) [@jakubhajost](/creator/undefined) [@tidefallcapital](/creator/undefined) [@pegasusfund](/creator/undefined) [@renesellmann](/creator/undefined) [@gvtmonaco](/creator/undefined) [@returnsjourney](/creator/undefined) [@dedeeyesan](/creator/undefined) [@pandawatch88](/creator/undefined) [@zerohedge](/creator/undefined) [@aggiecapitalist](/creator/undefined) [@claytoncharts](/creator/undefined) [@sergeycyw](/creator/undefined) [@gnoble79](/creator/undefined) [@damienvermande5](/creator/undefined) [@investlikeiroh](/creator/undefined) [@samdblond](/creator/undefined)

**Top assets mentioned**
[Lululemon Athletica Inc (LULU)](/topic/$lulu) [SAFE DEAL (SFD)](/topic/$sfd) [Tyson Foods, Inc. (TSN)](/topic/$tsn) [Lamb Weston Holdings Inc (LW)](/topic/$lw) [Euronet Worldwide Inc (EEFT)](/topic/$eeft) [Nomad Foods Limited (NOMD)](/topic/$nomd) [Adobe, Inc. (ADBE)](/topic/$adbe) [Under Armour Inc Class C (UA)](/topic/$ua) [Sportradar Group AG (SRAD)](/topic/$srad) [Tesla, Inc. (TSLA)](/topic/tesla) [Factset Research Systems, Inc. (FDS)](/topic/$fds) [FIVE9, INC. (FIVN)](/topic/$fivn) [Global Payments Inc (GPN)](/topic/$gpn) [Fiserv Inc (FISV)](/topic/$fisv) [Versant Media Group, Inc. Class A Common Stock (VSNT)](/topic/$vsnt) [Gambling.com Group Limited (GAMB)](/topic/$gamb) [Cloudflare, Inc. (NET)](/topic/cloudflare) [H&R Block, Inc. (HRB)](/topic/$hrb) [Dave Inc. (DAVE)](/topic/$dave) [PENG (PENG)](/topic/$peng) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Ethereum Name Service (ENS)](/topic/$ens)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@MonacoGTM Is there a Polymarket/Kalshi on days before the @GvtMonaco files a lawsuit against y'all"  
[X Link](https://x.com/The_Pro_Invest/status/2021734533331349733)  2026-02-11T23:54Z [---] followers, [----] engagements


"@ReturnsJourney GREMS INC 3150.T ZIGEXN CO LTD 3679.T SOFTWARE SERVICE INC 3733.T RIKEN TECHNOS CORP 4220.T TAZMO CO LTD 6266.T RHEON AUTOMATIC MACHINERY CO LTD 6272.T JEOL LTD 6951.T RS TECHNOLOGIES CO LTD 3445.T Positions in all"  
[X Link](https://x.com/The_Pro_Invest/status/1988586983254565321)  2025-11-12T12:37Z [---] followers, [---] engagements


"@QuietProsperity Definitely hard to see the bottom in valuations however most are still making good money. A lot of carnage in support/outsourcing $TEP.PA $FIVN $NICE all crushed to single digit multiples before Mr Market came for SaaS"  
[X Link](https://x.com/The_Pro_Invest/status/2011470157990748459)  2026-01-14T16:07Z [---] followers, [---] engagements


"@taobanker $TSN $LW stocks prices down but not really that cheap yet. $SFD more interesting to me vertically integrated pork makers of Nathan's Famous Hot Dogs at 6.3x LTM EV/EBITDA vs. $NATH trading at 10x LTM EV/EBITDA"  
[X Link](https://x.com/The_Pro_Invest/status/2013000999443550662)  2026-01-18T21:30Z [---] followers, [---] engagements


"What a great read from @dede_eyesan on Global Underperformers. They looked at companies that underperformed in share price in the trailing years (more than -30% in the past year -40% in the past [--] years -50% in the past [--] years and -60% in the past [--] years). Highly recommended for anyone shopping for deals globally and as a warning for the compounder bros. "Remy Cointreau currently in a 82% 4-year drawdown was valued at 80x P/E Dominos Pizza Australia a pizza chain in a 81% 4-year drawdown had also peaked at 75x P/E" "highly priced quality franchises like Chipotle (56x P/E) Oriental Land (51x"  
[X Link](https://x.com/The_Pro_Invest/status/2013225624970596620)  2026-01-19T12:22Z [---] followers, 18.9K engagements


"@dede_eyesan $BME.L"  
[X Link](https://x.com/The_Pro_Invest/status/2013226108041212176)  2026-01-19T12:24Z [---] followers, [---] engagements


"$8113.T Unicharm"  
[X Link](https://x.com/The_Pro_Invest/status/2013226272155979937)  2026-01-19T12:25Z [---] followers, [---] engagements


"When a "quality" company trades back close to single digit multiple there's some narrative so bad around it or industry that everyone see it but nobody wants it. Lots of examples in my port these days. $GPN $EEFT $NOMD $FISV $ADBE $LULU. always some narrative/scare that pushes val to single digits. https://twitter.com/i/web/status/2013320819854733511 https://twitter.com/i/web/status/2013320819854733511"  
[X Link](https://x.com/The_Pro_Invest/status/2013320819854733511)  2026-01-19T18:41Z [---] followers, [---] engagements


"Share buyback math. Framework for buybacks from some of the most competent capital allocators: Next PLC ($NXT.L)'s [----] annual report. The stock was trading at single digit LTM/NTM PEs while growing mid-teens. https://twitter.com/i/web/status/2013570777233211876 https://twitter.com/i/web/status/2013570777233211876"  
[X Link](https://x.com/The_Pro_Invest/status/2013570777233211876)  2026-01-20T11:14Z [---] followers, [---] engagements


"$SFD paying more than 10x EV/EBITDA to buy $NATH. strategic deal but would have been good to buy back their own shares or pay back debt. @taobanker $TSN $LW stocks prices down but not really that cheap yet. $SFD more interesting to me vertically integrated pork makers of Nathan's Famous Hot Dogs at 6.3x LTM EV/EBITDA vs. $NATH trading at 10x LTM EV/EBITDA. @taobanker $TSN $LW stocks prices down but not really that cheap yet. $SFD more interesting to me vertically integrated pork makers of Nathan's Famous Hot Dogs at 6.3x LTM EV/EBITDA vs. $NATH trading at 10x LTM EV/EBITDA"  
[X Link](https://x.com/The_Pro_Invest/status/2013961620385329175)  2026-01-21T13:07Z [---] followers, [---] engagements


"$FFH $FFH.TO dumpster diving and found $UA"  
[X Link](https://x.com/The_Pro_Invest/status/2014334565754561024)  2026-01-22T13:49Z [---] followers, [----] engagements


"@TidefallCapital Maybe buying $UA wasnt the best idea 😒"  
[X Link](https://x.com/The_Pro_Invest/status/2014489714301059270)  2026-01-23T00:05Z [---] followers, [---] engagements


"@waterboystocks Missing $NOMD $VSNT $GAMB"  
[X Link](https://x.com/The_Pro_Invest/status/2015012512891089011)  2026-01-24T10:43Z [---] followers, [---] engagements


"@EquityBrian Too many to list $SRAD $PAX.ST $CDLR.NO $TNIE.DE $INPST.NL $KSI.CA"  
[X Link](https://x.com/The_Pro_Invest/status/2015013308407984541)  2026-01-24T10:46Z [---] followers, [----] engagements


"@blondesnmoney I'm also hiding in Japanese small caps small cap insurance companies undervalued foods Latam airlines and banks spa operators and weird European family owned companies"  
[X Link](https://x.com/The_Pro_Invest/status/2017314449644773549)  2026-01-30T19:10Z [---] followers, [--] engagements


"@GlobalStockPick @pandawatch88 Who was buying 2801.T Kikkoman at 50x FWD 🤷"  
[X Link](https://x.com/The_Pro_Invest/status/2017645776948638204)  2026-01-31T17:06Z [---] followers, [--] engagements


"@zerohedge 🙄 So still 3x more than 10Y ago. Zoom out. As of Fri: Total [---------] Oz. in the warehouses vs. 150M in 2016"  
[X Link](https://x.com/The_Pro_Invest/status/2018018170133491970)  2026-02-01T17:46Z [---] followers, [----] engagements


"@PegasusFund Should trade at a discount like a closed end up or investment company (ie EXOR)"  
[X Link](https://x.com/The_Pro_Invest/status/2018300910993039815)  2026-02-02T12:30Z [---] followers, [---] engagements


"@PegasusFund Should say "closed end fund" in my comment above. Autocorrect failure. Prosus is the one I had in mind thanks"  
[X Link](https://x.com/The_Pro_Invest/status/2018315096909386058)  2026-02-02T13:26Z [---] followers, [--] engagements


"@AggieCapitalist Fun fact: WMT trading at the same Fwd PE (45x) as 1999"  
[X Link](https://x.com/The_Pro_Invest/status/2018806224616394919)  2026-02-03T21:58Z [---] followers, [--] engagements


"@levelsio What David describes is a real issue in public companies owned by nobody. They need an activist to step in and fix it. CEO change is not enough. Check the shareholders rosters and its mostly the index fund managers (Vangaurd etc)"  
[X Link](https://x.com/The_Pro_Invest/status/2018880912621195315)  2026-02-04T02:54Z [---] followers, [---] engagements


"@ClaytonCharts That's 75% Japan and SK Hynix/Samsung :)"  
[X Link](https://x.com/The_Pro_Invest/status/2019189363733573783)  2026-02-04T23:20Z [---] followers, [--] engagements


"@ReneSellmann Better stay away from stuff that's down more than -85% from ATH"  
[X Link](https://x.com/The_Pro_Invest/status/2019212462218748081)  2026-02-05T00:52Z [---] followers, [--] engagements


"For the software bottom fishers. @ReneSellmann Better stay away from stuff that's down more than -85% from ATH https://t.co/sMluWF9yXt @ReneSellmann Better stay away from stuff that's down more than -85% from ATH https://t.co/sMluWF9yXt"  
[X Link](https://x.com/The_Pro_Invest/status/2019212553881313670)  2026-02-05T00:52Z [---] followers, [--] engagements


"@SergeyCYW Try the FCF waterfall on SNAP"  
[X Link](https://x.com/The_Pro_Invest/status/2019390165618422055)  2026-02-05T12:38Z [---] followers, [--] engagements


"@LJKawa But oddly enough for accounting"  
[X Link](https://x.com/The_Pro_Invest/status/2019397347462328375)  2026-02-05T13:07Z [---] followers, [--] engagements


"@gnoble79 Ex-Tesla that portfolio has 58B in market cap with 1.5B in revenue TTM. That's a "simplistic"39x P/S"  
[X Link](https://x.com/The_Pro_Invest/status/2019409735280124311)  2026-02-05T13:56Z [---] followers, [--] engagements


"@FL0WG0D @snorlax_uw what's up with UW you guys using cloudflare garbage"  
[X Link](https://x.com/The_Pro_Invest/status/2019430969665810711)  2026-02-05T15:20Z [---] followers, [---] engagements


"@levelsio @Tesla Paying this price for $TSLA is the equivalent of a buyer offering you to buy all your websites for $220k MRR * [--] * [----] = $40.5M. Good deal for you the owner but questionable deal for the buyer"  
[X Link](https://x.com/The_Pro_Invest/status/2019458934621249997)  2026-02-05T17:11Z [---] followers, [----] engagements


"@blondesnmoney Is it any good So far financial results are lame in all other LLMs. They grab random substacks and yahoo finance articles as sources for data"  
[X Link](https://x.com/The_Pro_Invest/status/2019471387975467489)  2026-02-05T18:01Z [---] followers, [----] engagements


"15x sales (before *any* costs) is high. Top decile quality SaaS. 15x earnings is median historical for most S&P companies but that's after costs. If we are talking earnings after high costs Tesla is at something like x367.8 last [--] month earnings or x189.9 next [--] months estimated earnings. The narrative is that earnings will explode due to more sales at same cost or massive cost reduction. Or that they won't then the stock price will collapse once interest fades"  
[X Link](https://x.com/The_Pro_Invest/status/2019535177907601767)  2026-02-05T22:14Z [---] followers, [----] engagements


"@darioperkins With the following diversification and concentration are you surprised of the reactions https://x.com/gnoble79/status/2019138876330356941 As long as these questions keep coming the market will keep crashing. The Dunning-Kruger crowd is getting schooled. Maybe this boomer was right all along https://x.com/gnoble79/status/2019138876330356941 As long as these questions keep coming the market will keep crashing. The Dunning-Kruger crowd is getting schooled. Maybe this boomer was right all along"  
[X Link](https://x.com/The_Pro_Invest/status/2019541455434350804)  2026-02-05T22:39Z [---] followers, [---] engagements


"@damienvermande5 @goosecaps @blondesnmoney Nice Great platform. If anything Fiscal is more of a threat to FDS/SPGI/MORN. Just because Claude "does finance now" I'm not gonna vibe code own Fiscal clone to save $500/y. If Claude goes after the UX then the users will vote with $ which UX they prefer"  
[X Link](https://x.com/The_Pro_Invest/status/2019551799942791589)  2026-02-05T23:20Z [---] followers, [--] engagements


"@jonrice80 @TheBenSchmark The simplest explanation is usually the most likely. Retail plowed into momo stuff that HFs were already levered long while short quality/low vol/low growth. Now they got spooked and bid disappeared while everyone heading for the same exit"  
[X Link](https://x.com/The_Pro_Invest/status/2019554436142514523)  2026-02-05T23:31Z [---] followers, [--] engagements


"@ReturnsJourney Or Claude is just recommending to all the hedge funds using it to sell overvalued crap buy undervalued stocks"  
[X Link](https://x.com/The_Pro_Invest/status/2019556675657531710)  2026-02-05T23:40Z [---] followers, [--] engagements


"@firstadopter Same view. Added to FDS today. LLMs just regurgitate Yahoo Finance often inaccurate. Anthropic has a FactSet integration but it's unknown enterprise pricing"  
[X Link](https://x.com/The_Pro_Invest/status/2019560081852100912)  2026-02-05T23:53Z [---] followers, [---] engagements


"@TidefallCapital Paul Singer & Chip Wilson we need a new CEO at $LULU"  
[X Link](https://x.com/The_Pro_Invest/status/2020267905368396188)  2026-02-07T22:46Z [---] followers, [----] engagements


"@MikeFritzell Check out the repricing in PRO MEDICUS LTD(PME:AU)"  
[X Link](https://x.com/The_Pro_Invest/status/2020444288446841123)  2026-02-08T10:27Z [---] followers, [--] engagements


"@truflation Damn AI is going after CPI too not just SaaS"  
[X Link](https://x.com/The_Pro_Invest/status/2020448908149653543)  2026-02-08T10:45Z [---] followers, [----] engagements


"@KeithTradeSmith Try it for something repriced long term like Tobacco stocks/non-ESG from [----] onward"  
[X Link](https://x.com/The_Pro_Invest/status/2020452925718368516)  2026-02-08T11:01Z [---] followers, [--] engagements


"@KoyfinCharts $SRAD $OSW"  
[X Link](https://x.com/The_Pro_Invest/status/2020633317226471738)  2026-02-08T22:58Z [---] followers, [---] engagements


"@pandawatch88 Some people see ESG/Tobacco vibes. It's trading at single digit PE down from 80x. Kenneth Dart (pretty much owns the Cayman Islands big chunk of BTI) owns now 21.1% of $EVO.AB and increasing size. I guess the 1.1B FCF on a 10.8B market cap 10% FCF yield is juicy "  
[X Link](https://x.com/The_Pro_Invest/status/2020797613889515713)  2026-02-09T09:51Z [---] followers, [--] engagements


"@Jake___Barfield Ridiculous rug pull"  
[X Link](https://x.com/The_Pro_Invest/status/2020821063978856787)  2026-02-09T11:24Z [---] followers, [---] engagements


"@mvcinvesting I guess Superbowl watching investors are not too impressed with vibecoding SaaS"  
[X Link](https://x.com/The_Pro_Invest/status/2020917927373922752)  2026-02-09T17:49Z [---] followers, [--] engagements


"@jakubhajost @investlikeiroh @Jake___Barfield INPST was [----] a few weeks ago. If deal falls through it can certainly go down (a lot) because of the shareholder structure (53% the ones making the deal now)"  
[X Link](https://x.com/The_Pro_Invest/status/2021170809746628617)  2026-02-10T10:34Z [---] followers, [--] engagements


"@jakubhajost @investlikeiroh @Jake___Barfield SI was only 2.3% when stock was sub [--] but believe what you want that's why it's a free market"  
[X Link](https://x.com/The_Pro_Invest/status/2021176982881305022)  2026-02-10T10:58Z [---] followers, [--] engagements


"@JBierne ADBE PAYC CEIX or PAX"  
[X Link](https://x.com/The_Pro_Invest/status/2021659307390251144)  2026-02-11T18:55Z [---] followers, [--] engagements


"@samdblond Ridiculous name. Next time as Chat/Gemini/Claude for a better suggestion 😂 MC gov will get a nice domain out of this one. @GvtMonaco"  
[X Link](https://x.com/The_Pro_Invest/status/2021735150317433145)  2026-02-11T23:56Z [---] followers, [--] engagements


"@samdblond That's a ridiculous choice for a name/brand. Could have chosen Nigeria or United Kingdom or USA as your brand 🙄"  
[X Link](https://x.com/The_Pro_Invest/status/2021741599017861351)  2026-02-12T00:22Z [---] followers, [---] engagements


"Hikari Tsushin is about 1/3rd the market cap and they are growing 15-20% via a quasi CSU/Berkshire strategy where they buy recurring revenue businesses not exclusively software more brick and mortar and not always majority. They hold [---] positions+ is micro/smal/mid caps and have an IRR of 17% annualized lapping the Topix a few times over. I recommend listening to @Jake___Barfield podcast with the CEO. https://twitter.com/i/web/status/2021758151352054021 https://twitter.com/i/web/status/2021758151352054021"  
[X Link](https://x.com/The_Pro_Invest/status/2021758151352054021)  2026-02-12T01:28Z [---] followers, [---] engagements


"@NickTimiraos Why is the WS consensus much higher than Nowcast esp in Core"  
[X Link](https://x.com/The_Pro_Invest/status/2021990428531466693)  2026-02-12T16:50Z [---] followers, [---] engagements


"Weren't unrealized gains always taxed in Netherlands due to box [--] regime Sort of like a wealth tax where the gov said "You should be getting 7.5% return this year no matter what you got we will slap regular income tax on this deemed return" The real change is that they are now going to use the actual return instead of the deemed return no https://twitter.com/i/web/status/2022082331071160748 https://twitter.com/i/web/status/2022082331071160748"  
[X Link](https://x.com/The_Pro_Invest/status/2022082331071160748)  2026-02-12T22:56Z [---] followers, [---] engagements


"@BourbonInsider Factset $FDS HR Block $HRB"  
[X Link](https://x.com/The_Pro_Invest/status/2020261598686761224)  2026-02-07T22:21Z [---] followers, [---] engagements


"@wolfejosh ATMs at Pizza shops are still a thing Pretty bullish for my Euronet $EEFT 😆"  
[X Link](https://x.com/The_Pro_Invest/status/2020265664183955940)  2026-02-07T22:37Z [---] followers, [---] engagements


"@taobanker I buy their products and I like them. Don't find such a large price difference to generic. The stock is v cheap. Always some narrative that makes an industry/stock discounted. They do 10% private label. Similar price action to Frosta AG & Glanbia PLC prior to their re-rating"  
[X Link](https://x.com/The_Pro_Invest/status/2012998395997163583)  2026-01-18T21:19Z [---] followers, [---] engagements


"@Wallfacer_LuoJi Just ran a screen ex-SBC with % rev estimates NTM. Only value traps with some ok ones $DAVE $LYFT $PENG. I'm long $PENG decent after their pivot"  
[X Link](https://x.com/The_Pro_Invest/status/2021767301750563205)  2026-02-12T02:04Z [---] followers, [----] engagements


"@undrvalue Was it a secret at 20x sales a couple years ago No buybacks to offset SBC no dividend yield no acquisitions just relentless insider selling"  
[X Link](https://x.com/The_Pro_Invest/status/2022093273767326189)  2026-02-12T23:39Z [---] followers, [---] engagements


"$ENS Enersys is up 100% since May and still trading at 15x NTM PE. Long"  
[X Link](https://x.com/The_Pro_Invest/status/2020258097361748231)  2026-02-07T22:07Z [---] followers, [---] engagements


"@blondesnmoney State of Wyoming has 1% of their port in this BUT what's up with the insiders and controlling shareholder Not even 10b5-1 trx"  
[X Link](https://x.com/The_Pro_Invest/status/2021007219572314477)  2026-02-09T23:44Z [---] followers, [----] engagements


"Further to this a n=1 anecdotal thing I've noticed is that the "rotation"/flows in the US are mirrored in Japan. If you look under the hood of the TOPIX/N225 you will find a similar flow out of tech/SaaS into industrials materials energy staples which goes toward @BenKizemchuk's point that this is a HF/institutional degrossing event rather than flows changing sectors. https://www.jpx.co.jp/english/markets/indices/realvalues/index.html#::text=Top%20of%20Page-TOPIX%20Sector%20Indices-Name"  
[X Link](https://x.com/The_Pro_Invest/status/2021753472333263085)  2026-02-12T01:09Z [---] followers, [---] engagements


"@BluthCapital Great observation. The market did not buy the subscription cloud model. For those who remember Macromedia and Dreamweaver (and Flash) they were going to take over the web. Macromedia Dreamweaver (which Adobe bought) was the first WYSIWYG editor akin to "vide coding" for HTML"  
[X Link](https://x.com/The_Pro_Invest/status/2021892745602949438)  2026-02-12T10:22Z [---] followers, [--] engagements


"Since I run a quite value tilted portfolio I noticed a disconnect right after the Aug 22nd [----] Jackson Hole rally. After that value kept getting trashed into mid Nov [----] while meme/tech was running. It "felt" like big money was using certain sectors/factors as short funding even though short interest didn't seem unreasonably high. The reverse is happening now. https://twitter.com/i/web/status/2021934358240612404 https://twitter.com/i/web/status/2021934358240612404"  
[X Link](https://x.com/The_Pro_Invest/status/2021934358240612404)  2026-02-12T13:08Z [---] followers, [--] engagements


"@stoitz @evfcfaddict 10% Cap Gains tax. 15% dividend tax. Eu wide. Wishful thinking"  
[X Link](https://x.com/The_Pro_Invest/status/2022117960777924788)  2026-02-13T01:17Z [---] followers, [--] engagements


"That's quite a negative reaction for declaring a dividend FactSet $FDS 😂 Nice try AI Think again and this time use real data from a provider like FDS or SPGI or something"  
[X Link](https://x.com/The_Pro_Invest/status/2019485623581605904)  2026-02-05T18:57Z [---] followers, [----] engagements


"Ohhhhh that's why Everyone started asking Claude AI how to invest 🤣"  
[X Link](https://x.com/anyuser/status/2019557016306618487)  2026-02-05T23:41Z [---] followers, [---] engagements


"Luxury hotel inflation for @levelsio Hyperbaric oxygen therapy and dry-float beds to cater to wealthy travellers growing preoccupation with their own longevity magnesium plunge pools pressotherapy and vibration sound beds "Revenue per available room: a key measure of growth in the industry" at ultra-luxury hotels jumped [----] per last year more than three times the annual growth rate for the wider hotel sector according to figures from analytics company CoStar shared with the FT. That growth came as average daily rates for an ultra-luxury room climbed to an all-time high of $1245 up more than"  
[X Link](https://x.com/The_Pro_Invest/status/2020439648737075663)  2026-02-08T10:08Z [---] followers, [--] engagements


"@levelsio https://www.ft.com/content/94dfcbb3-6f61-4ee5-808a-dfa10d5d2f55 https://www.ft.com/content/94dfcbb3-6f61-4ee5-808a-dfa10d5d2f55"  
[X Link](https://x.com/The_Pro_Invest/status/2020439680097948053)  2026-02-08T10:08Z [---] followers, [--] engagements


"Beneish M-Score famously flagged Enron (Ticker "ENRNQ04") as a manipulator. Around July [----] the M-Score was around [----] indicating a high probability of manipulation. A Beneish M-Score of greater than [-----] signals that the company is likely to be a manipulator. GuruFocus latest quarterly data:"  
[X Link](https://x.com/The_Pro_Invest/status/2020442608267342224)  2026-02-08T10:20Z [---] followers, [---] engagements


"When moats get attacked: In Oz SaaS land Pro Medicus is caught up in the current repricing"  
[X Link](https://x.com/The_Pro_Invest/status/2020444222415880348)  2026-02-08T10:26Z [---] followers, [---] engagements


"QBTS D-Wave Quantum too lol"  
[X Link](https://x.com/The_Pro_Invest/status/2020447788341891203)  2026-02-08T10:41Z [---] followers, [--] engagements


"Another public shareholder rug-pull in PE land. InPost SA ($INPST) getting acquired by PE consortium for 15.60/share a 17.3% premium to Friday's closing. PE NTM 21.6x EV/S NTM 2.6x EV/EBITDA NTM 8.1x Company is growing EPS / EBITDA at a clip of 30%pa. Half my basis is over the acquisition price but luckily followed the "losers average losers" guideline and caught the falling knife during repricing at 10/share which saved this position. https://twitter.com/i/web/status/2020796291387671029 https://twitter.com/i/web/status/2020796291387671029"  
[X Link](https://x.com/The_Pro_Invest/status/2020796291387671029)  2026-02-09T09:45Z [---] followers, [---] engagements


"Long or Short here The MAs are 8/13/21/63 EMAs on the daily chart"  
[X Link](https://x.com/The_Pro_Invest/status/2021633523594019193)  2026-02-11T17:12Z [---] followers, [--] engagements


"@JohnHuber72 Investors have short memories. Huge variance is what the market has valued these over the last decade. Who is to say they won't touch 10x (again)"  
[X Link](https://x.com/The_Pro_Invest/status/2021635332144496642)  2026-02-11T17:19Z [---] followers, [----] engagements


"Ratings indices and financial data. Long term view. EV/EBITDA NTM"  
[X Link](https://x.com/The_Pro_Invest/status/2021720374585462970)  2026-02-11T22:57Z [---] followers, [--] engagements


"@SethCL (C) FactSet. I'll worry when I start seeing (C) Claude/Chat/Gemini Data Systems"  
[X Link](https://x.com/The_Pro_Invest/status/2021739621508391276)  2026-02-12T00:14Z [---] followers, [---] engagements


"@Nietschecapital Only a matter of time until someone comes over to eat their lunch with margins like those. At 22x FWD EV/S for 30% sales growth that's a lot of hope. See Base Rates: https://www.morganstanley.com/im/en-us/institutional-investor/insights/consilient-observer/bayes-and-base-rates.html https://www.morganstanley.com/im/en-us/institutional-investor/insights/consilient-observer/bayes-and-base-rates.html"  
[X Link](https://x.com/The_Pro_Invest/status/2021751918725312997)  2026-02-12T01:03Z [---] followers, [---] engagements


"@pitdesi Lame"  
[X Link](https://x.com/The_Pro_Invest/status/2021778546516017265)  2026-02-12T02:49Z [---] followers, [--] engagements


"Another interesting note is that $ADBE was not the first to offer SaaS but they were the first major company to do it. Salesforce (1999) Concur (2001) and NetSuite (1998) did it first note the years Large cap success came in [----] after Adobe (2011) and then Microsoft (2013) started to do it. https://twitter.com/i/web/status/2021893616537387089 https://twitter.com/i/web/status/2021893616537387089"  
[X Link](https://x.com/The_Pro_Invest/status/2021893616537387089)  2026-02-12T10:26Z [---] followers, [---] engagements


"When you pay 75x for quality you might get [--] years of nothing with a -70% drawdown in between. @WalterDeemer Here's Walter's favourite chart of all time: $MCD from the 1970s and the office memo from [----] (mentioned at [-----] in this interview) https://t.co/KTVbyjYyRJ @WalterDeemer Here's Walter's favourite chart of all time: $MCD from the 1970s and the office memo from [----] (mentioned at [-----] in this interview) https://t.co/KTVbyjYyRJ"  
[X Link](https://x.com/The_Pro_Invest/status/2021905896847421958)  2026-02-12T11:15Z [---] followers, [---] engagements


"Value vs. Growth - Weekly - Long Term View. Start of mid [----] like rotation"  
[X Link](https://x.com/The_Pro_Invest/status/2021988699517653296)  2026-02-12T16:44Z [---] followers, [--] engagements


"@gnoble79 The amount of hate and hubris in the replies just tells me George is right. Also mad respect to Fidelity and Peter Lynch"  
[X Link](https://x.com/The_Pro_Invest/status/2021994210510221403)  2026-02-12T17:06Z [---] followers, [---] engagements


""Hey Claude fix this airplane engine." Long $ISSC. Blow out earnings"  
[X Link](https://x.com/The_Pro_Invest/status/2022024745852850392)  2026-02-12T19:07Z [---] followers, [--] engagements


"Getting spicy on the valuation but the earnings are backing it up"  
[X Link](https://x.com/The_Pro_Invest/status/2022025011251622127)  2026-02-12T19:08Z [---] followers, [--] engagements


"https://kailashconcepts.com/white-papers/best-charts-2025/ https://kailashconcepts.com/white-papers/best-charts-2025/"  
[X Link](https://x.com/The_Pro_Invest/status/2022076827192426707)  2026-02-12T22:34Z [---] followers, [--] engagements


"@blondesnmoney With Claude Code who needs IBKR"  
[X Link](https://x.com/The_Pro_Invest/status/2021987003882254621)  2026-02-12T16:37Z [---] followers, [---] engagements


"@Quartr_App Wasnt AI supposed to replace SaaS 😂 yet the behemoth has to buy data from quartr fiscal spgi fds and morn. Ironic"  
[X Link](https://x.com/The_Pro_Invest/status/2022125525607858345)  2026-02-13T01:47Z [---] followers, [--] engagements


"Mentioning these two as comps to BME (deep value turn around at this point). No position in either. Jumbo love it or hate it has delivered 15%+ CAGR returns for shareholders in the last 20Y. Pepco pricy IPO but decent valuation earning this year at 9x with future estimates 15-20% EPS growth. Re-rated since. https://twitter.com/i/web/status/2014715907373690986 https://twitter.com/i/web/status/2014715907373690986"  
[X Link](https://x.com/The_Pro_Invest/status/2014715907373690986)  2026-01-23T15:04Z [---] followers, [--] engagements


"@AndreasSteno Options flow sniffed out retail fomo"  
[X Link](https://x.com/The_Pro_Invest/status/2017987322529063178)  2026-02-01T15:44Z [---] followers, [---] engagements


"@TechCharts The real mania started at $50 in November when retail fomo options piled in after the double break out of the [----] high. I expect this level to be tested again. Option Premiums went from $40M/day - $4.4B/day in the $SLV ETF"  
[X Link](https://x.com/The_Pro_Invest/status/2017994376899625293)  2026-02-01T16:12Z [---] followers, [---] engagements


"@ziggy2416 @zerohedge And They can go in and out of eligible. A better chart would be eligible over entire history if he has The Terminal he can pull that up instead of the fear mongering chart"  
[X Link](https://x.com/The_Pro_Invest/status/2018022580670570953)  2026-02-01T18:04Z [---] followers, [---] engagements


"@AndreasSteno Nah it was/is fomo + options flywheel"  
[X Link](https://x.com/The_Pro_Invest/status/2018031429947400323)  2026-02-01T18:39Z [---] followers, [--] engagements


"@RobertFreundLaw I hope they lose after rugging the shareholders in April with their fire sale company price during the tariff war"  
[X Link](https://x.com/The_Pro_Invest/status/2018093000102908316)  2026-02-01T22:44Z [---] followers, [---] engagements


"Bearish or bullish this is a must watch video from Jeremy Grantham who after [--] years in the markets has seen a lot. Michael Batnick and Josh Brown ask some great questions. https://www.youtube.com/watchv=9w1wts9Tuzw https://www.youtube.com/watchv=9w1wts9Tuzw"  
[X Link](https://x.com/The_Pro_Invest/status/2018316346803556711)  2026-02-02T13:31Z [---] followers, [---] engagements


"@drapersgulld @blondesnmoney Agree. Will Anthropic do the taxes clone bloomberg clone the bank clone IB/Hood and be available for support"  
[X Link](https://x.com/The_Pro_Invest/status/2018810871724769589)  2026-02-03T22:16Z [---] followers, [--] engagements


"@finphysnerd They sure are great capital allocators. https://podcasts.apple.com/us/podcast/hikari-tsushin-hideaki-wada-english-version/id1661940969i=1000682861276 https://podcasts.apple.com/us/podcast/hikari-tsushin-hideaki-wada-english-version/id1661940969i=1000682861276"  
[X Link](https://x.com/The_Pro_Invest/status/1963185487121629208)  2025-09-03T10:21Z [---] followers, [---] engagements


"@fiscal_ai The poetic justice would be $LULU getting so cheap that Chip Wilson (along with ANTA Sports $2020.HK or $AS) buy it back"  
[X Link](https://x.com/The_Pro_Invest/status/1963768499425423640)  2025-09-05T00:57Z [---] followers, [---] engagements


"@TidefallCapital What valuation metric do compounders bros use for these serial acquirers I've looked at CSU before and found it expensive just like AddTech AB"  
[X Link](https://x.com/The_Pro_Invest/status/1971984809238188473)  2025-09-27T17:06Z [---] followers, [---] engagements


"@F_Compounders DOMINOS PIZZA ENTERPRISES LTD $DMP.AX"  
[X Link](https://x.com/The_Pro_Invest/status/2013939633634025941)  2026-01-21T11:40Z [---] followers, [---] engagements


"@SergeyCYW $SNDK Sandisk +10% on Citi upgrade 😁"  
[X Link](https://x.com/The_Pro_Invest/status/2013958700617039883)  2026-01-21T12:55Z [---] followers, [---] engagements

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