# ![@ValueInvestShow Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1933450274028331008.png) @ValueInvestShow Value Investor

Value Investor posts on X about $deck, $etor, $duol, more than the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1933450274028331008/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1933450274028331008/c:line/m:interactions.svg)

- [--] Week [------] +19%
- [--] Month [------] +106%
- [--] Months [-------] +502%

### Mentions: [--] [#](/creator/twitter::1933450274028331008/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1933450274028331008/c:line/m:posts_active.svg)

- [--] Week [--] -57%
- [--] Month [---] +32%
- [--] Months [---] +236%

### Followers: [---] [#](/creator/twitter::1933450274028331008/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1933450274028331008/c:line/m:followers.svg)

- [--] Week [---] +4.80%
- [--] Month [---] +27%
- [--] Months [---] +295%

### CreatorRank: [-------] [#](/creator/twitter::1933450274028331008/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1933450274028331008/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  100% [stocks](/list/stocks)  78% [technology brands](/list/technology-brands)  28% [social networks](/list/social-networks)  6% [countries](/list/countries)  4% [automotive brands](/list/automotive-brands)  3% [exchanges](/list/exchanges)  2% [cryptocurrencies](/list/cryptocurrencies)  2% [fashion brands](/list/fashion-brands)  2% [celebrities](/list/celebrities)  1%

**Social topic influence**
[$deck](/topic/$deck) #3, [$etor](/topic/$etor) #12, [$duol](/topic/$duol) #52, [more than](/topic/more-than) 9%, [ai](/topic/ai) 8%, [$unh](/topic/$unh) 8%, [$adbe](/topic/$adbe) #154, [the most](/topic/the-most) 7%, [stocks](/topic/stocks) 7%, [$hims](/topic/$hims) #60

**Top accounts mentioned or mentioned by**
[@hypertechinvest](/creator/undefined) [@grok](/creator/undefined) [@qualityinvest5](/creator/undefined) [@lluisfondestock](/creator/undefined) [@filipsmoneyx](/creator/undefined) [@sama](/creator/undefined) [@openai](/creator/undefined) [@triberuffner](/creator/undefined) [@crowneprints](/creator/undefined) [@adobe](/creator/undefined) [@lisasu](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@dhanesh500](/creator/undefined) [@varunvmalhotra](/creator/undefined) [@notmarkleonard](/creator/undefined) [@realroseceline](/creator/undefined) [@rihardjarc](/creator/undefined) [@bogumilnyc](/creator/undefined) [@speedwellllc](/creator/undefined) [@mindset4moneyx](/creator/undefined)

**Top assets mentioned**
[Deckers Outdoor, Corp. (DECK)](/topic/$deck) [eToro Group Ltd (ETOR)](/topic/$etor) [Duolingo, Inc.  (DUOL)](/topic/$duol) [UnitedHealth Group (UNH)](/topic/$unh) [Adobe, Inc. (ADBE)](/topic/$adbe) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Advanced Micro Devices (AMD)](/topic/$amd) [Metadium (META)](/topic/$meta) [On Holding AG (ONON)](/topic/$onon) [Corsair Gaming, Inc. (CRSR)](/topic/$crsr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Pinterest, Inc. (PINS)](/topic/$pins) [Old Dominion Freight Line Inc (ODFL)](/topic/$odfl) [Now Coin (NOW)](/topic/$now) [Microsoft Corp. (MSFT)](/topic/$msft) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Spotify Technology (SPOT)](/topic/$spot) [Uber Technologies, Inc. (UBER)](/topic/$uber) [ZetaChain (ZETA)](/topic/$zeta) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Tesla, Inc. (TSLA)](/topic/$tsla) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [United Rentals, Inc. (URI)](/topic/$uri) [Arthur J. Gallagher & Co. (AJG)](/topic/$ajg) [ServiceNow Inc (NOW)](/topic/servicenow)
### Top Social Posts
Top posts by engagements in the last [--] hours

"For the next [--] days Ill be breaking down the most boring compounding companies in the market. This is Day 1/12 United Rentals ( $URI ) up 1100% the last [--] years. United Rentals might be one of the least exciting companies youll ever read about. They rent equipment. Thats it. But boring doesnt mean bad. In fact its often the opposite. $URI is the largest equipment rental company in the world with unmatched scale. Contractors dont want to deal with dozens of local rental shops. They want one partner that can service projects across multiple states sometimes multiple countries. That scale"  
[X Link](https://x.com/ValueInvestShow/status/2002773419645911437)  2025-12-21T16:09Z [---] followers, [---] engagements


"For the next [--] days Ill be breaking down the most boring compounding companies in the market This is Day 8/12 Arthur J. Gallagher ( $AJG) 10-year return: +650% Insurance brokerage isnt sexy. But Gallagher doesnt underwrite risk. It distributes it. That means: Recurring commissions Minimal balance sheet risk Strong acquisition engine Their hub-and-spoke model gives scale without losing local relationships. Metrics: Market cap $67B Operating margins 25% Net margins 15% P/E 40x 10-year return: +650% Slow steady relentless. For the next [--] days Ill be breaking down the most boring compounding"  
[X Link](https://x.com/ValueInvestShow/status/2006484257175384351)  2025-12-31T21:55Z [---] followers, [---] engagements


"@HyperTechInvest @grok give us the [--] year performance of each of those stocks in a table format"  
[X Link](https://x.com/ValueInvestShow/status/2009972657798951221)  2026-01-10T12:56Z [---] followers, [---] engagements


"$AMD and $ONON holding up well The market is ALL RED ❗❗❗"  
[X Link](https://x.com/ValueInvestShow/status/2013621386254700696)  2026-01-20T14:35Z [---] followers, [---] engagements


"Bullish $ONON Stephen Curry is warming up in an ON sneaker tonight 🤯🤯 This is ONs 1st time ON COURT in the NBA. Should Curry and ON launch a Basketball division together https://t.co/wsUdFAijKV Stephen Curry is warming up in an ON sneaker tonight 🤯🤯 This is ONs 1st time ON COURT in the NBA. Should Curry and ON launch a Basketball division together https://t.co/wsUdFAijKV"  
[X Link](https://x.com/ValueInvestShow/status/2013929268191895631)  2026-01-21T10:58Z [---] followers, [----] engagements


"$ONON is just flying after this Bullish $ONON Bullish $ONON"  
[X Link](https://x.com/ValueInvestShow/status/2013990980307836939)  2026-01-21T15:04Z [---] followers, [---] engagements


"Wall street is basically expecting an almost flat increase in revenue Y-Y and a decline in EPS This might be the easiest double beat IMO for $DECK If $DECK double beats and raises guidance for [----] imo we could see +20% movement AH"  
[X Link](https://x.com/ValueInvestShow/status/2016907599862550972)  2026-01-29T16:13Z [---] followers, [----] engagements


"Bill McDermott CEO of ServiceNow ( $NOW) last sold shares on August [--] [----] as part of a transaction totaling about $5.3 million. No purchases or sales by McDermott appear in SEC filings after that date through early [----]. Recent news reports from late January [----] mention McDermott committing $20 million personally to buy shares as a confidence signal but this lacks a specific transaction date and SEC confirmation distinguishing it from routine option exercises or sales. All words no action. https://www.reddit.com/r/stocks/comments/1qqn2ya/servicenows_ceo_makes_bold_20_million_stock/ "This"  
[X Link](https://x.com/ValueInvestShow/status/2018048405092683926)  2026-02-01T19:46Z [---] followers, [---] engagements


"Dont mind me just rocking my HOKAs $DECK"  
[X Link](https://x.com/ValueInvestShow/status/2018409643744112953)  2026-02-02T19:42Z [---] followers, [---] engagements


"$DECK Q3 consistently represents peak seasonality due to holiday demand for both HOKA and UGG. This Q3 delivered 7% revenue growth and 11% EPS growth vs the prior year's Q3"  
[X Link](https://x.com/ValueInvestShow/status/2018411599258943757)  2026-02-02T19:50Z [---] followers, [---] engagements


"$DECK has [--] debt and BILLIONS committed in buying back shares. Trading at a discount BTW Management expects full-year repurchases to exceed $1.0B demonstrating confidence in intrinsic value and commitment to returning capital. The company remains debt-free with $2.1B in cash"  
[X Link](https://x.com/ValueInvestShow/status/2018729317803700566)  2026-02-03T16:52Z [---] followers, [---] engagements


"$DECK's HOKA revenue accelerated last quarter from Q2's 12% to 18% While everyone expected revenue to be at 10% growth the brand delivered"  
[X Link](https://x.com/ValueInvestShow/status/2018806451142037952)  2026-02-03T21:59Z [---] followers, [---] engagements


"Talk about consistency. $DECK recently x2 beat and raised. This was their 9th consecutive quarter of beating EPS estimates. Revenue grew 7.1% YoY while EPS expanded 11% demonstrating continued operating leverage even in a tariff-impacted environment"  
[X Link](https://x.com/ValueInvestShow/status/2019092083475107940)  2026-02-04T16:54Z [---] followers, [---] engagements


"Revenue growth for $AMD is accelerating. At this rate a $1T valuation is inevitable If $AMD hits $1T my position will be an 8x bagger"  
[X Link](https://x.com/ValueInvestShow/status/2019120520898248745)  2026-02-04T18:47Z [---] followers, [---] engagements


"This video has 400k views on TikTok and the comments are overwhelmingly positive for HOKA $DECK is undervalued"  
[X Link](https://x.com/ValueInvestShow/status/2019138376759410928)  2026-02-04T19:57Z [---] followers, [---] engagements


"$AMD's gaming segment was up 50% YoY Is this a rebound I'm seeing for $CRSR Beating metrics across every single vertical $AMD and @LisaSu delivered once again"  
[X Link](https://x.com/ValueInvestShow/status/2019152229589217280)  2026-02-04T20:53Z [---] followers, [---] engagements


"$AMZN slides as company misses on Q4 earnings gives downbeat profit guidance Earnings per share came in at $1.95 compared with analysts estimate of $1.97 as compiled by FactSet. The company posted $213.4 billion in sales for Q4 compared with analysts expectations of $211.43 billion. Amazon also forecast first-quarter sales between $173.5 billion and $178.5 billion compared with analysts expectations for $175.62 billion. It guided for operating income of $16.5 billion to $21.5 billion well below the Wall Street consensus for $22.18 billion. https://twitter.com/i/web/status/2019520800400040275"  
[X Link](https://x.com/ValueInvestShow/status/2019520800400040275)  2026-02-05T21:17Z [---] followers, [---] engagements


"$ETOR is down a GIGANTIC 73% from IPO while AUA (Assets Under Administration) have continued to grow 60% CAGR the past 3/4 years Assymetric opportunity It has now left value territory and has entered DEEP value"  
[X Link](https://x.com/ValueInvestShow/status/2019589863142801565)  2026-02-06T01:52Z [---] followers, [---] engagements


"@aleabitoreddit $ETOR will create generational wealth"  
[X Link](https://x.com/ValueInvestShow/status/2019835552145735888)  2026-02-06T18:08Z [---] followers, [---] engagements


"@dhanesh500 Anthropic is killing McKinsey BCG Bain https://x.com/ValueInvestShow/status/2020066452032938487s=20 Claude just COOKED McKinsey Bain BCG consultants with [--] single video Is this the end of strategy consulting My bet is that these companies will significantly downsize in the next [--] years 🤯 https://t.co/S4JEeHDWgL https://x.com/ValueInvestShow/status/2020066452032938487s=20 Claude just COOKED McKinsey Bain BCG consultants with [--] single video Is this the end of strategy consulting My bet is that these companies will significantly downsize in the next [--] years 🤯 https://t.co/S4JEeHDWgL"  
[X Link](https://x.com/ValueInvestShow/status/2020446871836119532)  2026-02-08T10:37Z [---] followers, 10K engagements


"$DECK Deckers Outdoor Corp gains attention from BetterInvesting for undervaluation in April [----] issue. Correlated assets like iShares MSCI USA Momentum ETF also rise"  
[X Link](https://x.com/ValueInvestShow/status/2020576801718997437)  2026-02-08T19:13Z [---] followers, [---] engagements


"This is probably the most important $DUOL metric DAU/MAU $DUOL s DAU/MAU ratio has been quietly improving at a 12% CAGR. This matters way more than people think. DAU/MAU = habit strength. And Duolingo is turning from an app you try into an app you use daily. So what Higher engagement higher LTV Better conversion to paid subs Lower churn over time More leverage in ads + pricing power You dont need explosive user growth when usage intensity keeps rising. https://twitter.com/i/web/status/2020585778233970928 https://twitter.com/i/web/status/2020585778233970928"  
[X Link](https://x.com/ValueInvestShow/status/2020585778233970928)  2026-02-08T19:49Z [---] followers, [---] engagements


"This chart explains why $META may be the most rationally priced and arguably most undervalued of the Mag [--] Over the past decade METAs market cap has tracked its free cash flow almost one-for-one As FCF went up valuation followed Now compare that to the rest of the Mag 7: $MSFT & $GOOGL market caps expanded far faster than FCF $AMZN valuation ran while FCF lagged or even declined Multiple expansion did the heavy lifting not cash generation META is different. Its valuation is still grounded in fundamentals So the takeaway isnt that META is cheap in isolation its that its the only Mag [--] stock"  
[X Link](https://x.com/ValueInvestShow/status/2020612351112712354)  2026-02-08T21:35Z [---] followers, [---] engagements


"2/ Look at what actually matters: growth and balance sheet strength. Assets under administration have grown at a 60% CAGR over the past [--] years. That doesnt happen by accident. Thats users trusting the platform with real money across cycles. Funded accounts are growing at 11% CAGR almost double $HOOD s 6% yet $ETOR trades at a fraction of the hype. Even more interesting: $1.2B in cash $2.6B market cap Stock is down 60% from all time highs Already buying back shares despite being public for less than a year That combination is rare. 2/ Look at what actually matters: growth and balance sheet"  
[X Link](https://x.com/ValueInvestShow/status/2021305698684924364)  2026-02-10T19:30Z [---] followers, [--] engagements


"Antonio tends to make bold calls sometimes even throwing around 100x stock ideas. Which don't get me wrong it's crazy ambitious and many times I do not agree. Albeit what I do think he gets right is the mindset. The real upside in equities comes when fundamentals improve and the company unlocks new verticals that expand the TAM. Weve seen this play out before. $AMZN leveraged logistics and AWS. $SPOT leveraged its user base into podcasts and creator tools. Network effects compound when done right. The open question is execution. Can $HIMS expand beyond its current categories and deepen"  
[X Link](https://x.com/anyuser/status/2021937582792175721)  2026-02-12T13:21Z [---] followers, [---] engagements


"@varunv_malhotra @NotMarkLeonard @realroseceline @RihardJarc @bogumil_nyc @Speedwell_LLC @Mindset4Money_X @QualityInvest5 You missed me and my $UNH and $DECK value dives. 😢"  
[X Link](https://x.com/ValueInvestShow/status/2022400482694828054)  2026-02-13T20:00Z [---] followers, [---] engagements


"SO MANY STOCKS TO BUY IT'S BLACK FRIDAY IN THE STOCK MARKET $ADBE $META $DECK $ONON"  
[X Link](https://x.com/ValueInvestShow/status/2021689116933378196)  2026-02-11T20:53Z [---] followers, [---] engagements


"$DUOL is down 10% today but lets look at its most important metric. The DAU/MAU ratio at $DUOL has compounded 12% annually for [--] years. That means users are opening the app more frequently. So what 1.Higher habit formation lower churn 2.More ad inventory 3.Higher conversion to paid Engagement drives monetization. You dont need explosive user growth if your existing base becomes more addicted. That is the real MOAT of $DUOL"  
[X Link](https://x.com/ValueInvestShow/status/2021694252607320525)  2026-02-11T21:14Z [---] followers, [---] engagements


"Apparently Bill Ackman just bought into $META He was just [--] years late Im more than x4 my initial investment in $META $META was heavily mispriced in [----] but I saw this as an opportunity. I was buying heavily The narrative at the time was TikTok will kill META yet $META grew revenues income FCF year after year. A literal cash cow I saw the https://t.co/HDH8C8QAve Im more than x4 my initial investment in $META $META was heavily mispriced in [----] but I saw this as an opportunity. I was buying heavily The narrative at the time was TikTok will kill META yet $META grew revenues income FCF year"  
[X Link](https://x.com/ValueInvestShow/status/2021695024979755044)  2026-02-11T21:17Z [---] followers, [---] engagements


"$CRSR is a humbling lesson for me. Back in [--------] it was hyped. Trading at 3x sales. Gaming was exploding. Hardware demand was insane. I thought it was undervalued too. Then COVID ended. Lockdowns faded. GPU and gaming device prices normalized. Consumer spending pulled back. Revenue stalled. Margins compressed. The operating leverage started to work in reverse. Today $CRSR trades at 0.3x sales. That means for every $1 of revenue the market values the entire business at [--] cents. Same company. Completely different narrative. Sometimes what looks cheap is just peak-cycle earnings wearing a"  
[X Link](https://x.com/ValueInvestShow/status/2021987535958704342)  2026-02-12T16:39Z [---] followers, [---] engagements


"For the next [--] days Ill be breaking down the most boring compounding companies in the market This is Day 10/12 -W.W. Grainger ( $GWW ) 10-year return: +510% Grainger sells industrial parts. Millions of SKUs. Overnight delivery. Extreme reliability. Scale matters here more than almost anywhere. Graingers logistics network lets them deliver faster and cheaper than smaller competitors. Numbers: Market cap $48B Operating margins 15% Net margins 11% P/E 30x 10-year return: +510% Distribution is boring. Until it isnt. For the next [--] days Ill be breaking down the most boring compounding companies"  
[X Link](https://x.com/ValueInvestShow/status/2007578055879897331)  2026-01-03T22:21Z [---] followers, [---] engagements


"$ETOR is deeply mispriced What do markets have against stocks from Israel Ive lost an incredible amount on some of these. Both $ETOR and $VLN are close to cash-assets marketcap. And with $NBIS their portfolio company Clickhouse is almost worth more than their main company at this point. https://t.co/trsiBVJ0dU What do markets have against stocks from Israel Ive lost an incredible amount on some of these. Both $ETOR and $VLN are close to cash-assets marketcap. And with $NBIS their portfolio company Clickhouse is almost worth more than their main company at this point. https://t.co/trsiBVJ0dU"  
[X Link](https://x.com/ValueInvestShow/status/2018608993472491728)  2026-02-03T08:54Z [---] followers, [---] engagements


"@Couch_Investor Check $ETOR at $26 you will be blown away"  
[X Link](https://x.com/ValueInvestShow/status/2019076653742256202)  2026-02-04T15:52Z [---] followers, [---] engagements


"$ETOR is one of those rare cases where the biggest risk is also the biggest opportunity. The risk: Operating in 75+ countries comes with heavy regulatory exposure. Different jurisdictions different rules constant scrutiny. That overhang is real and it scares investors understandably so. The opportunity: That same global footprint has massively expanded $ETOR s total addressable market. Very few platforms have built the infrastructure licenses and brand to operate at this scale. Regulation slows others down $ETOR is already there. The numbers tell the story: Assets Under Administration have"  
[X Link](https://x.com/ValueInvestShow/status/2019506321955889622)  2026-02-05T20:20Z [---] followers, [---] engagements


"I basically LOADED on my $ETOR yesterday and the stock is up more than 8% today My youtube channel members saw it first 🤯"  
[X Link](https://x.com/ValueInvestShow/status/2019848383423496409)  2026-02-06T18:59Z [---] followers, [---] engagements


"$ETOR is trading at a MarketCap/Cash of [----] The company literally could buy 40% of the shares outstanding today I mean this is getting ridiculous This company is growing funded accounts at a rate of 11% and AUM at 60%"  
[X Link](https://x.com/ValueInvestShow/status/2014062505153220939)  2026-01-21T19:48Z [---] followers, [---] engagements


"$ETOR is approaching it's net-net asset price This is bizarre to say the least If the stock price continues to fall at this rate $ETOR could buy 100% of shares outstanding in [--] weeks . LOL"  
[X Link](https://x.com/ValueInvestShow/status/2019591879868977216)  2026-02-06T02:00Z [---] followers, [---] engagements


"1/ I opened a position in $ETOR because its biggest risk is also its biggest opportunity. eToro operates in 75+ countries which exposes it to heavy and messy regulation across jurisdictions. That scares investors. And honestly I get why. But heres the flip side most people are missing: that same global footprint has exploded its total addressable market. Very few platforms can legally onboard users at this scale. Regulation slows things down but once youre inside the system it becomes a moat not a weakness. Thats where the asymmetry starts. https://twitter.com/i/web/status/2021305652698808457"  
[X Link](https://x.com/ValueInvestShow/status/2021305652698808457)  2026-02-10T19:29Z [---] followers, [---] engagements


"Alphabet ( $GOOG ) is borrowing aggressively to fund its AI push. It just raised $15B in US bonds and is now tapping Europe for the first time including the UK and Switzerland. Most eye-opening part Google is considering issuing 100-year bonds something tech companies havent done since the dot-com bubble. This could be: The biggest AI investment cycle in history A once-in-a-generation technological shift Or a massive capital misallocation Probably some mix of all three. Either way this is not normal spending"  
[X Link](https://x.com/ValueInvestShow/status/2021326556962910576)  2026-02-10T20:53Z [---] followers, [---] engagements


"@himshouse Himshouse should be renamed to $0house cause that's where $HIMS is getting to 😂"  
[X Link](https://x.com/ValueInvestShow/status/2022313714263728139)  2026-02-13T14:15Z [---] followers, [----] engagements


"$HIMS is still overvalued TODAY IMO The current Forward P/E and Forward P/FCF is more than [--] Yes it's lower than the 130s and 200s respectively at the stock's high in Feb of last year but is the risk worth the reward at this point"  
[X Link](https://x.com/ValueInvestShow/status/2020939753911431408)  2026-02-09T19:15Z [---] followers, [---] engagements


"3/ Heres the so what. The market is pricing regulatory fear not fundamentals. But regulation doesnt shrink eToros market. It actually expands it because every new approved jurisdiction permanently increases their SAM. If risk assets turn and retail participation continues to globalize platforms like eToro benefit disproportionately. You dont need everything to go right. You just need sentiment to move from this is risky to this is misunderstood. Thats why I see $ETOR as asymmetric. Downside feels defined. Upside doesnt. And those are the setups Im most comfortable holding patiently"  
[X Link](https://x.com/ValueInvestShow/status/2021305724828004675)  2026-02-10T19:30Z [---] followers, [--] engagements


"$DECK is now up 20% since it's lows of last year I was buying HEAVILY My top [--] undervalued picks looking into [----]. $DECK Still getting treated like a fading footwear story even though HOKA keeps taking share in a growing running market. Balance sheet is clean margins are strong and the long-term brand math doesnt line up with the current My top [--] undervalued picks looking into [----]. $DECK Still getting treated like a fading footwear story even though HOKA keeps taking share in a growing running market. Balance sheet is clean margins are strong and the long-term brand math doesnt line up with"  
[X Link](https://x.com/ValueInvestShow/status/2021957260919091454)  2026-02-12T14:39Z [---] followers, [---] engagements


"I opened a position yesterday in $ETOR at a cost average of [----] and to me this is one of those rare setups where the asymmetry is hard to ignore if you zoom out and stay rational. The stock is down roughly 60% from its all time highs yet the balance sheet alone tells a very different story. $ETOR has about $1.2B in cash against a market cap of roughly $2.6B which means you are effectively buying the operating business at close to $1.4B for a platform that is still early in its life as a public company. What really caught my attention is capital discipline. The company has not even been"  
[X Link](https://x.com/ValueInvestShow/status/2014417176627654752)  2026-01-22T19:17Z [---] followers, [----] engagements


"$ETOR reminds me of $HOOD in [----] AUA are growing at a CAGR of +68% Revenues are growing double digits Net income grew 85% Q-Q This is an asymmetric play hidden in plain sight Oh did I mention the 1.2B in cash at a 2.6B market cap"  
[X Link](https://x.com/ValueInvestShow/status/2015377616564367400)  2026-01-25T10:54Z [---] followers, [----] engagements


"When $HIMS reaches $10 I'll buy"  
[X Link](https://x.com/ValueInvestShow/status/2019078018841432539)  2026-02-04T15:58Z [---] followers, [---] engagements


"If youve read this far Id really appreciate it if you: [--] Follow me on X @valueinvestshow [--] Retweet this post to spread the word And as a thank you Ive got a 15% FiscalAI discount waiting for you in my bio 🙏"  
[X Link](https://x.com/ValueInvestShow/status/2021305734017810448)  2026-02-10T19:30Z [---] followers, [--] engagements


"Nebius Group $NBIS is DOWN 35% from its ATH $NBIS just reported revenues of $227.7M (+547% YoY) ang guided [----] ARR of: $7B$9B (7x YoY) Reminder that the company is now trading at roughly a $21B market cap"  
[X Link](https://x.com/ValueInvestShow/status/2021965755865346107)  2026-02-12T15:12Z [---] followers, [---] engagements


"$HIMS is approaching $10 LOL When $HIMS reaches $10 I'll buy When $HIMS reaches $10 I'll buy"  
[X Link](https://x.com/ValueInvestShow/status/2022304713517981919)  2026-02-13T13:39Z [---] followers, [---] engagements


"I called the downturn [--] months ago for $HIMS and $DUOL Ive invested in $DUOL at an avg cost basis of $167 but I knew the risk that it could drop further If this isnt extremely bad news for $HIMS then I dont know what is I do not get the hype around this company https://t.co/kPUwBpabit If this isnt extremely bad news for $HIMS then I dont know what is I do not get the hype around this company https://t.co/kPUwBpabit"  
[X Link](https://x.com/ValueInvestShow/status/2022305042779242623)  2026-02-13T13:41Z [---] followers, [---] engagements


"$CRSR is up 55% on beating estimates and raising guidance yesterday If you invested 100k yesterday you would have been up 55k in less than [--] hours"  
[X Link](https://x.com/ValueInvestShow/status/2022318772611088512)  2026-02-13T14:35Z [---] followers, [---] engagements


"These "AI will KILL" companies are HEAVILY underperforming this year. YTD $ADBE $PINS $DUOL $UBER $CRM $NOW are down up to 45%. The fears are growing. Markets are pricing it. The former CEO of $CSCO says AI could kill 70% of Fortune [---] companies in [--] years. The CEO of Anthropic says AI could wipe out half of entry-level white collar jobs in the next [--] years. https://twitter.com/i/web/status/2022357993514205213 https://twitter.com/i/web/status/2022357993514205213"  
[X Link](https://x.com/ValueInvestShow/status/2022357993514205213)  2026-02-13T17:11Z [---] followers, [---] engagements


"If youve read this far Id really appreciate it if you: [--] Follow me on X @valueinvestshow 😍 [--] Retweet this post to spread the word And as a thank you Ive got a 15% FiscalAI discount waiting for you in my bio 🙏"  
[X Link](https://x.com/ValueInvestShow/status/2022358598060572694)  2026-02-13T17:13Z [---] followers, [--] engagements


"@LluisFondeStock $DUOL just needs to change the perspective that Wall Street has about it by reaccelerating growth"  
[X Link](https://x.com/ValueInvestShow/status/2022398301002461462)  2026-02-13T19:51Z [---] followers, [----] engagements


"For sure bro I agree 100% percent. But every single founder cares about the market cap of their company aka their net worth even if they don't admit to it. At the end of the day Duolingo is a company that many people think will be completely destroyed by AI so they need to prove to themselves (and to Wall Street) that they are not https://twitter.com/i/web/status/2022409285360325037 https://twitter.com/i/web/status/2022409285360325037"  
[X Link](https://x.com/ValueInvestShow/status/2022409285360325037)  2026-02-13T20:35Z [---] followers, [---] engagements


"$ZETA is diluting shareholder value at insane levels They have done this primarily as a tool to fuel aggressive growth fund acquisitions and manage compensation for its workforce In fact revenue and FCF per share have remained the SAME over the last [--] years since they have been public The dilution is insane.🤯 https://twitter.com/i/web/status/2022707871822028939 https://twitter.com/i/web/status/2022707871822028939"  
[X Link](https://x.com/ValueInvestShow/status/2022707871822028939)  2026-02-14T16:21Z [---] followers, [---] engagements


"$ZETA has 159% more shares outstanding since [----] They are funding their operations by diluting shareholder value by A LOT"  
[X Link](https://x.com/ValueInvestShow/status/2022781896640381163)  2026-02-14T21:16Z [---] followers, [---] engagements


"🚨 $UNH Plummets 12% on Weak [----] Outlook 🚨 UnitedHealth just dropped its Q4 results and the [----] guidance is rattling the street. The Numbers: 📉 Q4 Adj. EPS: $2.11 (Beat $2.10) 📉 Q4 Revenue: $113.2B (Missed $113.7B) 📉 Net Income: $10M vs $5.5B YoY (Hit by $1.6B in restructuring/cyberattack costs) The Real Story: For the first time in years UNH expects revenue to fall in [----] (projected $439B vs $454B expected). Why Strategic "right-sizing" and pulling out of underperforming markets. Expecting a loss of 1M Medicare Advantage members. Lower-than-expected gov Medicare reimbursement rates."  
[X Link](https://x.com/ValueInvestShow/status/2016116401136689387)  2026-01-27T11:49Z [---] followers, [---] engagements


"$UNH LOAD UP HOLD THE BOAT I'M OUT LOAD UP HOLD THE BOAT I'M OUT"  
[X Link](https://x.com/ValueInvestShow/status/2016128410704081245)  2026-01-27T12:37Z [---] followers, [---] engagements


"Results are crazy already 🤯"  
[X Link](https://x.com/ValueInvestShow/status/2016131997014344092)  2026-01-27T12:51Z [---] followers, [---] engagements


"$UNH hasn't traded on this level since [----] Look at the metrics tho since then revenue FCF and Book Value per share have all seen double digit CAGR increases"  
[X Link](https://x.com/ValueInvestShow/status/2016152463339094319)  2026-01-27T14:13Z [---] followers, [---] engagements


"👟 $NKE Doubles Down on Automation as Margins Shrink Nike is cutting [---] jobs at U.S. distribution centers to accelerate an "automation push." Heres the breakdown: The Move:📉 Cutting 1% of workforce (focused on TN & MS warehouses). Replacing manual logistics with AI & advanced tech to "reduce complexity." Shifting back to wholesale after the Direct-to-Consumer (DTC) experiment left them with excess overhead. The Context: Nike's net margins have collapsed to 5.4% (down from 10% YoY). While revenue is flat ($12.4B) profits are down 32%. The Takeaway: CEO Elliott Hill is gutting the middle to"  
[X Link](https://x.com/ValueInvestShow/status/2016267723068567806)  2026-01-27T21:51Z [---] followers, [---] engagements


"$ASML is pushing above its weight with many price-to metrics now above their 5-year historical median Is it time to reconsider and sell I'm currently up 113%"  
[X Link](https://x.com/ValueInvestShow/status/2016527432862281973)  2026-01-28T15:02Z [---] followers, [---] engagements


"@elonmusk Warner bros getting ready for bankruptcy"  
[X Link](https://x.com/ValueInvestShow/status/2016549979209290238)  2026-01-28T16:32Z [---] followers, [--] engagements


"This is more relevant now than ever People acting as if UNH is a dead company honestly dont know how healthcare works and how much better it will become $UNH Will be one of those stocks people will look at 3-4 years from now and say "I wish I invested at $280" Pin this https://t.co/XUATvof1ei $UNH Will be one of those stocks people will look at 3-4 years from now and say "I wish I invested at $280" Pin this https://t.co/XUATvof1ei"  
[X Link](https://x.com/ValueInvestShow/status/2016906851233735030)  2026-01-29T16:10Z [---] followers, [---] engagements


"@alc2022 Andorra"  
[X Link](https://x.com/ValueInvestShow/status/2017191758795301113)  2026-01-30T11:02Z [---] followers, [---] engagements


"Free cash flow EPS and revenue all track share price. Apart from when it comes to $ADBE"  
[X Link](https://x.com/ValueInvestShow/status/2017274002339705061)  2026-01-30T16:29Z [---] followers, [---] engagements


"$DUOL IPO'd in [----] FCF has performed 40x better than stock price since [----] Talk about a company where stock price does not follow FCF"  
[X Link](https://x.com/ValueInvestShow/status/2017307185189908710)  2026-01-30T18:41Z [---] followers, [---] engagements


"$PINS is starting to look interesting The stock is down 17% YTD and down more than 74% from its all time high in [----] while revenue net income free cash flow have continued to grow massively FinX com is anyone buying this company And why"  
[X Link](https://x.com/ValueInvestShow/status/2017600913293127861)  2026-01-31T14:08Z [---] followers, [---] engagements


"@DrInvestor9 What has driven the downward pressure"  
[X Link](https://x.com/ValueInvestShow/status/2017608812996288585)  2026-01-31T14:40Z [---] followers, [--] engagements


"There are a few companies that you just can NEVER sell and need to HOLD forever including but not limited to: MOATs $META $GOOG $AAPL $NVDA $ASML $UNH $MSFT $MU Strong fanbases dont bet against them $PLTR $TSLA $AMD Just hold and let compounding do its thing"  
[X Link](https://x.com/ValueInvestShow/status/2017675877908144396)  2026-01-31T19:06Z [---] followers, [---] engagements


"Gross Profit margins for $PINS have continued to improve year after year and are now almost 80% LTM from 2017's 62% Talk about operational excellency This company might be vastly mispriced"  
[X Link](https://x.com/ValueInvestShow/status/2017706452874592550)  2026-01-31T21:08Z [---] followers, [---] engagements


"This is scary for [--] main reason It shows that fundamentals are based upon speculation IF any of the $AMDs $NVDAs $NBIS and others FAIL to meet expectation even in the slightest it could spark a massive sell-off When valuations are this sky high everything is volatile"  
[X Link](https://x.com/ValueInvestShow/status/1983538135549267996)  2025-10-29T14:15Z [---] followers, [---] engagements


"For the next [--] days Ill be breaking down the most boring compounding companies in the market This is Day 7/12 Old Dominion Freight Line ( $ODFL) 10-year return: +750% ODFL is obsessed with one thing: service quality. 99% on-time delivery Industry-leading margins Relentless cost discipline In LTL shipping reliability wins. Their dense terminal network gives them efficiency others cant match. Numbers: Market cap $33B Operating margins 25% (best in class) Net margins 20% P/E 35x 10-year return: +750% Logistics done right compounds beautifully. For the next [--] days Ill be breaking down the most"  
[X Link](https://x.com/ValueInvestShow/status/2006027824428146794)  2025-12-30T15:41Z [---] followers, [---] engagements


"@grok @HyperTechInvest Start from the best performer vs the worst performer also add NVDA at the top of the list as a benchmark and also add their revenue growth the past year after the % stock gain e.g. VRT 26.72% 15% Rev Growth"  
[X Link](https://x.com/ValueInvestShow/status/2009981209850638511)  2026-01-10T13:30Z [---] followers, [---] engagements


"I present to you all a dying company "AI is killing this company" $ADBE has never been cheaper than today"  
[X Link](https://x.com/ValueInvestShow/status/2014692977856119129)  2026-01-23T13:33Z [---] followers, [---] engagements


"$DECK is reporting earnings on Thursday This is what EPS actual vs expected looks like in the past [--] quarters DECK beat every single time And they will beat again on Thursday imo Q3 has historically been the best quarter for the company (due to UGG + winter months + Christmas) https://twitter.com/i/web/status/2015476998068482076 https://twitter.com/i/web/status/2015476998068482076"  
[X Link](https://x.com/ValueInvestShow/status/2015476998068482076)  2026-01-25T17:28Z [---] followers, [---] engagements


"Since IPO Snapchat lost a WHOOPING 72% of its value albeit has almost 5x their average DAU Is $SNAP the steal of the century or literally a dying falling knife"  
[X Link](https://x.com/ValueInvestShow/status/2015538920612847738)  2026-01-25T21:35Z [---] followers, [----] engagements


"Are you buying/holding or selling $UNH post earnings $UNH Q4 Results: Adj. EPS: $2.11 (Beat $2.10) ✅ Revenue: $113.2B (Missed $113.7B)❌ Net Income: $10M vs $5.5B YoY ❌ [----] Expectation: EPS: $17.75 Revenue: $439B vs $454B expected ❌ https://twitter.com/i/web/status/2016127936953274531 https://twitter.com/i/web/status/2016127936953274531"  
[X Link](https://x.com/ValueInvestShow/status/2016127936953274531)  2026-01-27T12:35Z [---] followers, [---] engagements


"It still blows my mind when I look at $PYPL. Every important operating metric is meaningfully better today than it was years ago yet the stock is trading around the same levels it was in [----] almost a decade ago. Revenue has more than doubled. Free cash flow is materially higher. Margins have stabilized after years of investment. Active accounts are larger more engaged and monetized better. Transactions per account are up. Buybacks are real and aggressive. The business is leaner more disciplined and far more focused than it was back then. And yet the market prices it like nothing changed."  
[X Link](https://x.com/ValueInvestShow/status/2016615744776155142)  2026-01-28T20:53Z [---] followers, [----] engagements


"$DECK is up 19% and Ive thoroughly covered the why in my latest video https://youtu.be/5gnx24lIfTMsi=K-XTrSW8YaIBhmOP Wall street is basically expecting an almost flat increase in revenue Y-Y and a decline in EPS This might be the easiest double beat IMO for $DECK If $DECK double beats and raises guidance for [----] imo we could see +20% movement AH https://t.co/XgV9RS4HKb https://youtu.be/5gnx24lIfTMsi=K-XTrSW8YaIBhmOP Wall street is basically expecting an almost flat increase in revenue Y-Y and a decline in EPS This might be the easiest double beat IMO for $DECK If $DECK double beats and"  
[X Link](https://x.com/ValueInvestShow/status/2017341337947750721)  2026-01-30T20:57Z [---] followers, [---] engagements


"@FilipsMoneyX I told you that you were way to optimistic bro but overall as I expected $DECK x2 beat and raised. If they continue to grow at high single digits for revenue and double digits in EPS Ill be happy https://x.com/valueinvestshow/status/2014718447809081568s=46 @FilipsMoneyX As much as I love $DECK I dont think that will happen. If that happens THO I wouldnt be surprised if we see $DECK get to $130 next week https://x.com/valueinvestshow/status/2014718447809081568s=46 @FilipsMoneyX As much as I love $DECK I dont think that will happen. If that happens THO I wouldnt be surprised if we"  
[X Link](https://x.com/ValueInvestShow/status/2017542685033111750)  2026-01-31T10:17Z [---] followers, [--] engagements


"Even for $DUOL Share price always tracks FCF ALWAYS $META https://t.co/R9PRwfqDnC Share price always tracks FCF ALWAYS $META https://t.co/R9PRwfqDnC"  
[X Link](https://x.com/ValueInvestShow/status/2018013515575902432)  2026-02-01T17:28Z [---] followers, [---] engagements


"Its wild when you zoom out on $DUOL. Six years after its IPO Duolingo is trading below where it first went public despite the business being fundamentally stronger across almost every dimension that actually matters. The product is better. Engagement is higher. DAU MAU keeps climbing and has compounded at roughly [--] percent annually over the last five years which tells you something very important: this is not a download and forget app. People come back daily habits are forming and that is the hardest thing to build in consumer software. Once daily usage is there monetization tends to follow"  
[X Link](https://x.com/ValueInvestShow/status/2018073594908348510)  2026-02-01T21:26Z [---] followers, [---] engagements


"I'm a free user of ChatGPT but it feels like recently I've been "reaching my limit" very often It feels like the "limit" has gotten way smaller @sama @OpenAI Have you decreased the limit to get more people to pay First ads now this"  
[X Link](https://x.com/ValueInvestShow/status/2018308456453681642)  2026-02-02T13:00Z [---] followers, [---] engagements


"@TribeRuffner @sama @OpenAI I've been testing out Claude and it's really good. GPT gets on my nerves way to often now"  
[X Link](https://x.com/ValueInvestShow/status/2018308868929921363)  2026-02-02T13:01Z [---] followers, [--] engagements


"@fiagirly Lewis Hamilton is really the 🐐"  
[X Link](https://x.com/ValueInvestShow/status/2018436973837365581)  2026-02-02T21:30Z [---] followers, [----] engagements


"@DLedererova IMO and I agree with CouchInvestor on this one. they should have accelerated buybacks https://x.com/Couch_Investor/status/1990825859574620332s=20 https://x.com/Couch_Investor/status/1990825859574620332s=20"  
[X Link](https://x.com/ValueInvestShow/status/2018686922638459329)  2026-02-03T14:04Z [---] followers, [--] engagements


"Sorry Antonio but since your tweet $DUOL is down 62% That means if you invested $100000 in $DUOL on September 14th when Antonio revealed his next big bet you would now have $38000 Ouch I went long $AMD at $4.2 and $TSLA at $13. Next I went long $PLTR at $7 $SPOT at $97.50 and $HIMS at $15. $DUOL is my next giga bet. I believe $DUOL is set to conquer the $10T global education market and change how the world learns forever 🧵 https://t.co/U7PyyuGLWy I went long $AMD at $4.2 and $TSLA at $13. Next I went long $PLTR at $7 $SPOT at $97.50 and $HIMS at $15. $DUOL is my next giga bet. I believe"  
[X Link](https://x.com/ValueInvestShow/status/2018706967607341161)  2026-02-03T15:23Z [---] followers, [----] engagements


"I just watched @CrownePrints "Adobe Just Killed My Career" video on the back of Adobe decommissioning Adobe Animate And I have to say I was heartbroken. What is the reason behind this decommissioning what about your creators As a shareholder I'd appreciate a response @Adobe"  
[X Link](https://x.com/ValueInvestShow/status/2018710469322641566)  2026-02-03T15:37Z [---] followers, [---] engagements


"@QualityInvest5 Just lost a Rolex in one day nothing to see here"  
[X Link](https://x.com/ValueInvestShow/status/2018786768905187333)  2026-02-03T20:40Z [---] followers, [---] engagements


"$AMD just x2 BEAT and its down 4% after hours LOL"  
[X Link](https://x.com/ValueInvestShow/status/2018797884448358807)  2026-02-03T21:24Z [---] followers, [---] engagements


"$ADBE is down on the fact that they are decommissioning Adobe Animate Do your homework $NVO tanked 14.6% on ugly not fundamentals breaking news. It has beta of [----]. $PYPL basically announced the company is dead and the stock was down only 20% with beta of [----]. $ADBE down 7.3% () on ZERO news just common SaaS hate vibe. What the hell is even this market $NVO tanked 14.6% on ugly not fundamentals breaking news. It has beta of [----]. $PYPL basically announced the company is dead and the stock was down only 20% with beta of [----]. $ADBE down 7.3% () on ZERO news just common SaaS hate vibe. What"  
[X Link](https://x.com/ValueInvestShow/status/2018922490001818039)  2026-02-04T05:40Z [---] followers, [---] engagements


"BREAKING $ADBE REVERSES decision to discontinue Adobe Animate OFFICIAL ANNOUNCEMENT "We are not discontinuing or removing access to Adobe Animate. Animate will continue to be available for both current and new customers and we will ensure you continue to have access to your content. There is no longer a deadline or date by which Animate will no longer be available. These are changes from what we shared in our original email." I just watched @CrownePrints "Adobe Just Killed My Career" video on the back of Adobe decommissioning Adobe Animate And I have to say I was heartbroken. What is the"  
[X Link](https://x.com/ValueInvestShow/status/2018931705885639099)  2026-02-04T06:16Z [---] followers, [---] engagements


"So let me get this straight. AI will replace $ADBE BUT AV won't replace $UBER Double standards is what I am hearing"  
[X Link](https://x.com/ValueInvestShow/status/2019079742306103679)  2026-02-04T16:04Z [---] followers, [---] engagements


"My top [--] undervalued picks looking into [----]. $DECK Still getting treated like a fading footwear story even though HOKA keeps taking share in a growing running market. Balance sheet is clean margins are strong and the long-term brand math doesnt line up with the current valuation. $ADBE Possibly the most hated quality SaaS right now. AI hasnt killed Adobe its being embedded into it. Monetization is starting to show up buybacks are aggressive and expectations feel far too low for what the business actually is. $AMZN This one isnt cheap on headlines but it is on parts. AWS margins are quietly"  
[X Link](https://x.com/ValueInvestShow/status/2001621127630598237)  2025-12-18T11:50Z [---] followers, [---] engagements


"Ray Dalio just revealed his investment strategy and the signal is clear: the monetary order is breaking. Heres what he revealed in his Davos Interview 🧵 Monetary order quietly shifting. Fiat currencies and government debt are no longer trusted stores of value the way they used to be. Central banks see it too. Thats why the best performing market last year wasnt tech it was gold. So what: when the people who issue money stop fully trusting money capital starts looking for anchors. https://twitter.com/i/web/status/2013678574054555869 https://twitter.com/i/web/status/2013678574054555869"  
[X Link](https://x.com/ValueInvestShow/status/2013678574054555869)  2026-01-20T18:22Z [---] followers, [---] engagements


"$UNH Will be one of those stocks people will look at 3-4 years from now and say "I wish I invested at $280" Pin this"  
[X Link](https://x.com/ValueInvestShow/status/1947041259136131179)  2025-07-20T21:09Z [---] followers, 11.1K engagements


"If this isnt extremely bad news for $HIMS then I dont know what is I do not get the hype around this company"  
[X Link](https://x.com/ValueInvestShow/status/1953378498631872526)  2025-08-07T08:51Z [---] followers, [---] engagements


"Im more than x4 my initial investment in $META $META was heavily mispriced in [----] but I saw this as an opportunity. I was buying heavily The narrative at the time was TikTok will kill META yet $META grew revenues income FCF year after year. A literal cash cow I saw the same fear with $GOOGL this year (Im up 100%) and now there are [--] other companies that imo are heavily affected by the same kill narrative $ADBE & $DECK"  
[X Link](https://x.com/ValueInvestShow/status/1996606327905202483)  2025-12-04T15:43Z [---] followers, [---] engagements

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