# ![@Value_wizard Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1481273047369891840.png) @Value_wizard ValueWiz

ValueWiz posts on X about $spgi, $mco, $msci, $fico the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1481273047369891840/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1481273047369891840/c:line/m:interactions.svg)

- [--] Week [------] +262%
- [--] Month [------] +715%
- [--] Months [-------] -87%
- [--] Year [---------] +3,783%

### Mentions: [--] [#](/creator/twitter::1481273047369891840/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1481273047369891840/c:line/m:posts_active.svg)

- [--] Month [--] +9.10%
- [--] Months [--] +78%
- [--] Year [--] +197%

### Followers: [-----] [#](/creator/twitter::1481273047369891840/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1481273047369891840/c:line/m:followers.svg)

- [--] Week [--] +3.50%
- [--] Month [--] +3.50%
- [--] Months [--] +46%
- [--] Year [--] +128%

### CreatorRank: [---------] [#](/creator/twitter::1481273047369891840/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1481273047369891840/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [automotive brands](/list/automotive-brands)  [luxury brands](/list/luxury-brands)  [countries](/list/countries)  [celebrities](/list/celebrities)  [currencies](/list/currencies)  [fashion brands](/list/fashion-brands) 

**Social topic influence**
[$spgi](/topic/$spgi) #160, [$mco](/topic/$mco) #48, [$msci](/topic/$msci), [$fico](/topic/$fico), [$tdg](/topic/$tdg), [asml](/topic/asml), [$ma](/topic/$ma), [$race](/topic/$race), [$atco](/topic/$atco), [money](/topic/money)

**Top assets mentioned**
[S&P Global Inc (SPGI)](/topic/$spgi) [Moody's Corporation (MCO)](/topic/$mco) [Msci Inc (MSCI)](/topic/$msci) [Fair Isaac, Corp. (FICO)](/topic/$fico) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Mastercard, Inc. (MA)](/topic/$ma) [Ferrari N.V. (RACE)](/topic/$race) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Copart, Inc. (CPRT)](/topic/$cprt) [Intuit Inc. (INTU)](/topic/$intu) [Linde PLC (LIN)](/topic/$lin) [Decentral Games ICE (ICE)](/topic/$ice) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Lunyr (LUN)](/topic/$lun) [Otis Worldwide Corp (OTIS)](/topic/$otis) [Microsoft Corp. (MSFT)](/topic/microsoft) [Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [Franco-Nevada Corporation (FNV)](/topic/$fnv) [Effect.AI (EFX)](/topic/$efx) [Bridge Mutual (BMI)](/topic/$bmi) [Intercontinental Exchange Inc (ICE)](/topic/intercontinental-exchange) [Perimeter Solutions, SA (PRM)](/topic/$prm) [Limitus (LMT)](/topic/$lmt) [Montrose Environmental Group, Inc. (MEG)](/topic/$meg) [Imperial Oil Limited (IMO)](/topic/$imo) [Exxon Mobil (XOM)](/topic/$xom) [BetSwirl (BETS)](/topic/$bets) [Wheaton Precious Metals Corp. Common Stock (WPM)](/topic/$wpm) [Synopsys, Inc. (SNPS)](/topic/synopsys) [Evotec SE (EVO)](/topic/$evo) [Costco Hot Dog (COST)](/topic/$cost) [Accelerant Holdings (ARX)](/topic/$arx) [Costco Wholesale Corporation (COST)](/topic/costco) [Electronic Arts Inc. (EA)](/topic/$ea)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@BeegJj I like $IVN $FCX $Lun better for copper exposure I own them all"  
[X Link](https://x.com/Value_wizard/status/1729890504379154473)  2023-11-29T15:50Z [---] followers, [--] engagements


"@TheWealthMiner @Namzes_G What coal companies have tier [--] coal mines Need to study the coal mining sector"  
[X Link](https://x.com/Value_wizard/status/1731397949005910521)  2023-12-03T19:40Z [--] followers, [---] engagements


"@woutertjalling1 @TheNudeInvestor $IVN $LUN $FCX"  
[X Link](https://x.com/Value_wizard/status/1733766675453903205)  2023-12-10T08:32Z [---] followers, [--] engagements


"@Tripple65904021 Atlas Copco ASML Microsoft Alfa Laval"  
[X Link](https://x.com/Value_wizard/status/1735395105111154863)  2023-12-14T20:23Z [--] followers, [---] engagements


"@Quality_stocksA @Markus012345 I prefer $LMT A one pager on it would be interesting"  
[X Link](https://x.com/anyuser/status/1745157233468494017)  2024-01-10T18:54Z [--] followers, [---] engagements


"@Gugo907 $ADBE considering a position"  
[X Link](https://x.com/Value_wizard/status/1776253937538019603)  2024-04-05T14:21Z [--] followers, [---] engagements


"@VanIsleInvestor How to find it"  
[X Link](https://x.com/Value_wizard/status/1778833740535419050)  2024-04-12T17:13Z [--] followers, [--] engagements


"@DimitryNakhla Would buy a starter postion now if it wasnt for the high leverage 3.9x EBITDA"  
[X Link](https://x.com/Value_wizard/status/1782781081369846114)  2024-04-23T14:38Z [--] followers, [---] engagements


"@DimitryNakhla Very good points For me personally the debt adds a layer of risk Im not willing to take in case of the worst. But its indeed an excellent business todays prices will probably be very profitable for those who can handle the high leverage"  
[X Link](https://x.com/Value_wizard/status/1782813098425876624)  2024-04-23T16:45Z [--] followers, [---] engagements


"@DimitryNakhla I was mistaken yesterday by the leverage in $MSCI its 39x total debt to net income not ebitda as I wrote Under 30x NET debt to ebitda LTM NTM at 26x. Which I think is manageable with the very predictive income streams. Debt maturities also many years away in 2029-2033"  
[X Link](https://x.com/Value_wizard/status/1783139297136156852)  2024-04-24T14:21Z [--] followers, [--] engagements


"@Lurklur @Tripple65904021 Inte riktigt koll p Exor men fr man inte en jkla massa stellantis dr inget jag r super het p. Samma med Juventus"  
[X Link](https://x.com/Value_wizard/status/1787936099341361156)  2024-05-07T20:02Z [--] followers, [--] engagements


"@Quality_stocksA Would add Atlas Copco Epiroc Indutrade Lagercrantz and AQ Group"  
[X Link](https://x.com/Value_wizard/status/1791543218166764012)  2024-05-17T18:56Z [--] followers, [---] engagements


"@BubleQe Hahahahha so funny exactly what I did sold my worst names near the bottom to fill up $CNQ $TOU $MEG $IMO $XOM $PSK"  
[X Link](https://x.com/Value_wizard/status/1793389017574092997)  2024-05-22T21:10Z [--] followers, [---] engagements


"@DimitryNakhla Would love this with 10y avg Bought $MA and $LVMH last week. Started to look more into $CRM have not followed the stock before the drop"  
[X Link](https://x.com/Value_wizard/status/1797343111502283012)  2024-06-02T19:02Z [--] followers, [---] engagements


"@TheGruvfyllo Autodesk ser vldigt intressant ut hur stor del av caset hnger p en terhmtning/normalisering i byggkonjunktur och arkitektur"  
[X Link](https://x.com/Value_wizard/status/1799914259977306377)  2024-06-09T21:19Z [--] followers, [--] engagements


"@Quality_stocksA $MSAB looks really interesting"  
[X Link](https://x.com/Value_wizard/status/1805742668107882641)  2024-06-25T23:19Z [--] followers, [---] engagements


"@BetssonSV Cristiano Ronaldo"  
[X Link](https://x.com/Value_wizard/status/1807714298409443538)  2024-07-01T09:54Z [--] followers, [---] engagements


"@DimitryNakhla Long $TMO do you know whats the [--] year mean NTM PE is"  
[X Link](https://x.com/Value_wizard/status/1808145113048072516)  2024-07-02T14:26Z [---] followers, [---] engagements


"@TheWealthMiner Long wheaton Fnv and Lug Just dumped aem"  
[X Link](https://x.com/Value_wizard/status/1811040712445534228)  2024-07-10T14:12Z [---] followers, [---] engagements


"@QCompounding Indutrade Lagercrantz"  
[X Link](https://x.com/Value_wizard/status/1815014383430389893)  2024-07-21T13:22Z [--] followers, [---] engagements


"@BarrySchwartzBW Option on $ASML havent heard you mention it. Fits very well with your quality investing style"  
[X Link](https://x.com/Value_wizard/status/1831390802226090477)  2024-09-04T17:56Z [---] followers, [---] engagements


"@Quality_stocksA According to my portfolio its betsson 6-7% weight $BETS. Looking forward to a continued great total return with or without Turkey B2B revenue"  
[X Link](https://x.com/Value_wizard/status/1835038906783252928)  2024-09-14T19:32Z [---] followers, [----] engagements


"@NuggetCapital Talk about confirmation bias when I thought of letting some my $CNQ shares go earlier today seasonality will soon get really ugly also"  
[X Link](https://x.com/Value_wizard/status/1844821045364035633)  2024-10-11T19:23Z [--] followers, [---] engagements


"@NuggetCapital $FNV looking good down here added a bit"  
[X Link](https://x.com/Value_wizard/status/1857048014361186514)  2024-11-14T13:08Z [--] followers, [--] engagements


"@NuggetCapital Its $IPCO for sure"  
[X Link](https://x.com/Value_wizard/status/1858897919686156480)  2024-11-19T15:39Z [--] followers, [----] engagements


"@Invesquotes $TPZ.TO $FNV $WPM"  
[X Link](https://x.com/Value_wizard/status/1866573889406431234)  2024-12-10T20:01Z [--] followers, [---] engagements


"@NuggetCapital Yep sold some CNQ today Barry never speaks up when the energy stocks getting crushed but always when everyone is bullish"  
[X Link](https://x.com/Value_wizard/status/1877103353248817640)  2025-01-08T21:21Z [--] followers, [---] engagements


"@BarrySchwartzBW $SPGI ratings + indices is about 64% of ebit which are both quality earnings. Dont forget the indices Barry"  
[X Link](https://x.com/Value_wizard/status/1880706454057017514)  2025-01-18T19:58Z [--] followers, [---] engagements


"@QualityInvest5 Synopsys Cadence"  
[X Link](https://x.com/Value_wizard/status/1881154426951614490)  2025-01-20T01:39Z [--] followers, [---] engagements


"@Invesquotes Absolutely Looking at my Hermes $RMS shares right now and its +60x earnings. maybe rotating some into Ferrari $RACE"  
[X Link](https://x.com/Value_wizard/status/1882893243526062383)  2025-01-24T20:48Z [--] followers, [---] engagements


"@QualityInvest5 Do you have a price/ multiple in mind you would pay $1328 45x 2025e would get me in $FICO"  
[X Link](https://x.com/Value_wizard/status/1882898504273850814)  2025-01-24T21:09Z [--] followers, [---] engagements


"@DimitryNakhla Really like Amazon Googl synopsys MSCI Intuit here💰"  
[X Link](https://x.com/Value_wizard/status/1896970143881945114)  2025-03-04T17:05Z [--] followers, [----] engagements


"@ArneUlland Added to $SPGI and $MSCI"  
[X Link](https://x.com/Value_wizard/status/1908175130594885670)  2025-04-04T15:09Z [--] followers, [---] engagements


"@ArneUlland $asml $evo and maybe $googl"  
[X Link](https://x.com/Value_wizard/status/1908903712992481533)  2025-04-06T15:24Z [--] followers, [----] engagements


"@invest091 Would love to start a position in $FICO one of the highest quality companies i have came across 1300-1400$ would be ideal. Still trying to figure out how much I want to pay up tho. 40x NTM sounds like a gift if it happens"  
[X Link](https://x.com/Value_wizard/status/1908965386164273351)  2025-04-06T19:29Z [--] followers, [--] engagements


"@DimitryNakhla @OVSuisse I have done exactly the same Will have a more concentrated approach from now on. Really nice buys have bought all these myself. $MSCI and $GOOGL have been solid recent buys also imo"  
[X Link](https://x.com/Value_wizard/status/1910761045947297880)  2025-04-11T18:25Z [--] followers, [---] engagements


"@BRuss008 $FICO"  
[X Link](https://x.com/Value_wizard/status/1915053776442216761)  2025-04-23T14:42Z [--] followers, [---] engagements


"@Investiri @invest091 I think $MSCI qualifies"  
[X Link](https://x.com/Value_wizard/status/1915101376700379282)  2025-04-23T17:52Z [--] followers, [--] engagements


"@investmattallen Fell off my chair when I saw Barrick Gold"  
[X Link](https://x.com/Value_wizard/status/1920121740409111009)  2025-05-07T14:21Z [--] followers, [---] engagements


"@invest091 @DelusionalDaze $1680 right now Hmm interesting maybe I get rid of $EFX and buy a starter in $FICO"  
[X Link](https://x.com/Value_wizard/status/1925220332358516851)  2025-05-21T16:01Z [--] followers, [---] engagements


"@invest091 Same here but with $LVMH thought the brands where more resilient in a downturn. Wish I had put a bigger position in $RMS and $RACE"  
[X Link](https://x.com/Value_wizard/status/1931060514576367852)  2025-06-06T18:47Z [--] followers, [---] engagements


"@NuggetCapital The classic high dividend trap Sold out of $WCP in 2022- [----] because I thought the payout ratio was not sustainable"  
[X Link](https://x.com/Value_wizard/status/1931066441371144536)  2025-06-06T19:11Z [--] followers, [---] engagements


"@AbcpokerBI S&P Global $SPGI pricing power och otrolig moat"  
[X Link](https://x.com/Value_wizard/status/1933566957812429165)  2025-06-13T16:47Z [--] followers, [---] engagements


"@psyopcapital Atlas Copco $ATCO -B.ST Epiroc $EPI -B.ST"  
[X Link](https://x.com/Value_wizard/status/1935831291603104106)  2025-06-19T22:45Z [--] followers, [---] engagements


"@TheLongAJ @LaRuexJoel Exactly my thinking I see both as a 9-10% position in my portfolio. Makes a lot of sense to own both. Some prefer $MA only with a bit higher growth markets some prefer $V with a bit lower valuation"  
[X Link](https://x.com/Value_wizard/status/1937153034313756865)  2025-06-23T14:17Z [--] followers, [--] engagements


"@mply_cap Short summary from Morningstar The ESG and climate business faces significant uncertainty with political pushback in the US and regulatory changes in Europe. Also weak performance for ESG stocks could undermine the case for ESG Bought more $MSCI last week for the record"  
[X Link](https://x.com/Value_wizard/status/1938264337249980440)  2025-06-26T15:53Z [--] followers, [--] engagements


"@BourbonCap @gainify_io Great list I hold [--] of them I have been buying more $BRK today for the long term"  
[X Link](https://x.com/Value_wizard/status/1943031524598673480)  2025-07-09T19:36Z [--] followers, [--] engagements


"@DimitryNakhla @biopadawan I dont see many good buys right now but I do think $CPRT and $BRK is good to buy in tranches from here💰"  
[X Link](https://x.com/Value_wizard/status/1945164694987169847)  2025-07-15T16:52Z [--] followers, [---] engagements


"@invest091 @cashflowmuse Would really like that Have just noticed $BMI as something interesting to look into"  
[X Link](https://x.com/Value_wizard/status/1952514511480492228)  2025-08-04T23:38Z [--] followers, [--] engagements


"@invest091 $SPGI should be on here also"  
[X Link](https://x.com/Value_wizard/status/1969476258321879220)  2025-09-20T18:58Z [--] followers, [--] engagements


"@DimitryNakhla Easier bets out there to make for sure A boring stock like $SPGI is a good opportunity right now without the disruption risk"  
[X Link](https://x.com/Value_wizard/status/1970962242100474010)  2025-09-24T21:23Z [--] followers, [---] engagements


"@mply_cap Fantastic Would love to enter $COST around [---] but maybe Im dreaming"  
[X Link](https://x.com/Value_wizard/status/1972235153188815291)  2025-09-28T09:41Z [--] followers, [--] engagements


"@TimelessCpnd Only reason I can think of is the federal approval of the Texas stock exchange"  
[X Link](https://x.com/Value_wizard/status/1975279967836496048)  2025-10-06T19:20Z [--] followers, [--] engagements


"@invest091 @TacticzH @stonkmetal I think 5% is the conservative bear case Seems strange for the management to flex the pricing power for the long run. Companies with real pricing power often dont want so disclose it and keep it subtle. Made a small buy today $RACE"  
[X Link](https://x.com/Value_wizard/status/1976317393686192351)  2025-10-09T16:02Z [--] followers, [---] engagements


"@thebigcomeback3 @GeorgeGammon $FCX is a good choice check out $LUN and $IVN also"  
[X Link](https://x.com/Value_wizard/status/1542879250147049473)  2022-07-01T14:34Z [--] followers, [--] engagements


"@Gugo907 How about $PSK and $ARX"  
[X Link](https://x.com/Value_wizard/status/1725174505251783006)  2023-11-16T15:30Z [--] followers, [---] engagements


"@invest091 Bought more $MSCI Alfa laval $ALFA and Atlas Copco $ATCO"  
[X Link](https://x.com/Value_wizard/status/1947805197985522073)  2025-07-22T23:45Z [--] followers, [---] engagements


"@returnoncap Same here My portfolio is in Swedish Krona down 125% YTD to USD happy to put new money to work in US assets on discount tho"  
[X Link](https://x.com/Value_wizard/status/1952369724618338668)  2025-08-04T14:03Z [--] followers, [--] engagements


"@DimitryNakhla Im not too familiar with $TDG have just recently got around to study it and Heico. How do you feel about the leverage Almost 5x Net debt/ebitda. Heico on the contrary low debt but lesser of a moat then TransDigm"  
[X Link](https://x.com/Value_wizard/status/1953176932566405138)  2025-08-06T19:30Z [--] followers, [---] engagements


"@DimitryNakhla Could be really interesting here at [---] will do a read up for sure. Do you find any red flags"  
[X Link](https://x.com/Value_wizard/status/1959047551677595911)  2025-08-23T00:18Z [--] followers, [---] engagements


"@DimitryNakhla Gen AI threats maybe But you still need the data $WKL has"  
[X Link](https://x.com/Value_wizard/status/1959055903031746916)  2025-08-23T00:51Z [--] followers, [---] engagements


"@invest091 @DimitryNakhla I was thinking of MSCI and Fico when I saw the huge debt load Need to look into the business more to understand the model and its resiliency. -7% on TransDigm today cant see any news"  
[X Link](https://x.com/Value_wizard/status/1962902498789793795)  2025-09-02T15:36Z [--] followers, [--] engagements


"@invest091 Really like how countercyclical your episodes are many make deep dives when valuation is at the highest point. Good job on the $BMI one"  
[X Link](https://x.com/Value_wizard/status/1968743137603354754)  2025-09-18T18:25Z [--] followers, [--] engagements


"@invest091 Any other stocks you are interested in at these prices My list is very thin right now"  
[X Link](https://x.com/Value_wizard/status/1969011291562938407)  2025-09-19T12:10Z [--] followers, [--] engagements


"@mply_cap Topped up $SPGI. Maybe $MCO is next Hoping for September volatility"  
[X Link](https://x.com/Value_wizard/status/1969468384145244175)  2025-09-20T18:27Z [--] followers, [---] engagements


"@invest091 Feels like every time I do research the stock turns into a rocket ship $CPRT I do think is good here for a tranche if you trust the quality and long term thinking. Heres my list of most attractive ideas right now"  
[X Link](https://x.com/Value_wizard/status/1969473912833548423)  2025-09-20T18:49Z [--] followers, [---] engagements


"@mply_cap That would be very bold I just love the predictability with $V and $MCO I did some trimming in $ASML recently to increase $SPGI"  
[X Link](https://x.com/Value_wizard/status/1977343342116536322)  2025-10-12T11:59Z [--] followers, [---] engagements


"@fiscorainvest Great list I own all except Costco. Ferrari $RACE and Hermes $RMS low volume growth + price increases wide moat"  
[X Link](https://x.com/Value_wizard/status/1983929841347862713)  2025-10-30T16:11Z [--] followers, [---] engagements


"@invest091 I probably need to listen to your Tyler episode again looks really interesting. Many good deals out there right now in quality. Have you looked at Linde $LIN Looks like an unregulated utility toll both with best in business capital allocators"  
[X Link](https://x.com/Value_wizard/status/1983933183914561624)  2025-10-30T16:25Z [--] followers, [---] engagements


"@NuggetCapital @GoldForecast Damn I remember Semafo luckily I was bailed out by the takeover bid. Crazy that I even thought of putting money in west Africa live and learn"  
[X Link](https://x.com/Value_wizard/status/1984318401335226466)  2025-10-31T17:55Z [--] followers, [--] engagements


"@returnoncap I like $PSK.TO and $TPZ.TO as well for royalties psk is the biggest royalty land owner in Canada"  
[X Link](https://x.com/Value_wizard/status/1987654881742872601)  2025-11-09T22:53Z [--] followers, [---] engagements


"@DimitryNakhla Have been a buyer of all except Roper which Im not up to speed on. Also bought a starter in $LIN at $4115"  
[X Link](https://x.com/Value_wizard/status/1988317085303525824)  2025-11-11T18:45Z [--] followers, [---] engagements


"@invest091 Many quality companies on sale right now Have been a buyer of $ICE $CPRT and $CSU.TO"  
[X Link](https://x.com/Value_wizard/status/1989069552236556624)  2025-11-13T20:35Z [--] followers, [---] engagements


"@DimitryNakhla 100% in agreement both $MA and $V have been bought this week in my portfolio"  
[X Link](https://x.com/Value_wizard/status/1991577274269986873)  2025-11-20T18:39Z [--] followers, [---] engagements


"@returnoncap Hard to find better industrial companies Similar with epiroc aftermarket is 66-67% of revenues"  
[X Link](https://x.com/Value_wizard/status/1992198396816597015)  2025-11-22T11:48Z [--] followers, [---] engagements


"@TimelessCpnd Thanks didnt know about the ceo buy Looking to make $LIN a bigger holding only have a small starter so far"  
[X Link](https://x.com/Value_wizard/status/1998165570424828072)  2025-12-08T22:59Z [---] followers, [--] engagements


"@TimelessCpnd Really interested in buying $OTIS looks like a stress free double digit compounder. 87% of profit from service love the predictability And a nice call option with an upswing in global construction as a bonus"  
[X Link](https://x.com/Value_wizard/status/2005776648449483030)  2025-12-29T23:03Z [--] followers, [--] engagements


"@KoyfinCharts $EA in 2018"  
[X Link](https://x.com/Value_wizard/status/2005777794660511875)  2025-12-29T23:07Z [--] followers, [--] engagements


"@TimelessCpnd LIN is pretty much the closest thing to an unregulated utility I have yet to find Eventual uptick in industrial demand will serve them well until then keep executing. Maybe similar to $OTIS in someways. Growing eps in a bad market for volume growth"  
[X Link](https://x.com/Value_wizard/status/2006164827224301909)  2025-12-31T00:45Z [--] followers, [--] engagements


"@CCM_Brett Inuit $INTU and $CSU.TO"  
[X Link](https://x.com/Value_wizard/status/2011836107558981685)  2026-01-15T16:21Z [--] followers, [----] engagements


"RT @aeberman12: You need to take an introductory class in reality @Future_Luc There is no energy transition. Its a political theater Ponz"  
[X Link](https://x.com/Value_wizard/status/1827785782767083958)  2024-08-25T19:11Z [--] followers, [--] engagements


"RT @Quartr_App: A lot of you have asked for merch so we've decided to do something special to close out the year. We're giving away three"  
[X Link](https://x.com/Value_wizard/status/1867600048927674697)  2024-12-13T15:58Z [--] followers, [---] engagements


"RT @gnufs: A few figures by @EUgambling on $EVO's European growth prospects: 1) Online is where the overall gambling market is growing htt"  
[X Link](https://x.com/Value_wizard/status/1904939264921473182)  2025-03-26T16:51Z [--] followers, [--] engagements


"RT @alifarhat79: Me doing research before buying every dip"  
[X Link](https://x.com/Value_wizard/status/1909382210295128384)  2025-04-07T23:06Z [--] followers, [---] engagements


"RT @finchat_io: S&P Global's Ratings business has now fully recovered from its previous [----] highs. Pretty impressive considering where in"  
[X Link](https://x.com/Value_wizard/status/1917230979535745227)  2025-04-29T14:54Z [--] followers, [--] engagements


"RT @WOLF_Financial: The S&P [---] is up 47% since Michael Burry said sell"  
[X Link](https://x.com/Value_wizard/status/1932020071712395625)  2025-06-09T10:20Z [--] followers, [---] engagements


"RT @DimitryNakhla: Its not everyday you see $MSCI trading for a 4% FCF Yield & a 29x P/E 🌐 Peaking at $679 in [----] with a 63x P/E its mu"  
[X Link](https://x.com/Value_wizard/status/1948012961588818003)  2025-07-23T13:30Z [--] followers, [--] engagements


"Anyone have some insight on Wolters Kluwer $WKL I know it traded at a high multiple but has anything els happened to the long case"  
[X Link](https://x.com/anyuser/status/1961091638442295358)  2025-08-28T15:40Z [--] followers, [---] engagements


"S&P Global looks attractive here bought some more. $SPGI"  
[X Link](https://x.com/anyuser/status/1968744813966086199)  2025-09-18T18:31Z [--] followers, [---] engagements


"RT @onebeggar: Instructive anecdote from a recent Caledonia Investments event. When half the world was concerned with balance sheet risk du"  
[X Link](https://x.com/Value_wizard/status/1969052837171560632)  2025-09-19T14:55Z [--] followers, [--] engagements


"Starter position in Intercontinental Exchange $ICE $163"  
[X Link](https://x.com/anyuser/status/1973476480995983476)  2025-10-01T19:53Z [--] followers, [---] engagements


"RT @QualityInvest5: Yes Thats a BOATLOAD of buybacks 😳 $MSCI just reported their highest quarterly repurchase ever"  
[X Link](https://x.com/Value_wizard/status/1983215811251573243)  2025-10-28T16:54Z [--] followers, [--] engagements


"RT @fiscal_ai: Legendary fund manager Chris Hohn bought [--] million shares of Visa in Q3 increasing his stake by 47%. That's his largest pu"  
[X Link](https://x.com/Value_wizard/status/1990474169923088543)  2025-11-17T17:36Z [--] followers, [--] engagements


"RT @returnoncap: Investors do not buy Atlas Copco because it makes machines. We buy it because it has hacked the code of industrial capital"  
[X Link](https://x.com/anyuser/status/1992198700525867354)  2025-11-22T11:49Z [--] followers, [--] engagements


"RT @Speedwell_LLC: Sometimes investors read too much into Form 4s. Even some of the best managers are in it for the money. $TDG https://t"  
[X Link](https://x.com/Value_wizard/status/2008338244254019639)  2026-01-06T00:42Z [--] followers, [--] engagements


"First portfolio update Have focused last year on increasing quality and predictability. Former largest holdings and biggest winners $ASML $GOOGL for me last year is now a smaller part of the portfolio then in [----] after the easy money rerating have been made"  
[X Link](https://x.com/anyuser/status/2010829330239078692)  2026-01-12T21:40Z [--] followers, [---] engagements


"Other notable holdings $INVEB.ST $RMS $TDG $ALFA.ST $RACE $CPRT"  
[X Link](https://x.com/anyuser/status/2010832845732753617)  2026-01-12T21:54Z [--] followers, [---] engagements


"RT @themattharbaugh: Dev Kantesaria on how AI will affect $FICO $SPGI $MCO "As it relates to displacement of things like FICO consumer cre"  
[X Link](https://x.com/Value_wizard/status/2013961295477768370)  2026-01-21T13:06Z [--] followers, [--] engagements


"@DrewCohenMoney Microsoft or Intuit would be intresting"  
[X Link](https://x.com/Value_wizard/status/2017324636527092220)  2026-01-30T19:50Z [--] followers, [--] engagements


"@NuggetCapital Jack and Adam Lundin just bought 1m each in $LUN.TO could be interesting to look at LUN"  
[X Link](https://x.com/Value_wizard/status/1821157432745181486)  2024-08-07T12:12Z [--] followers, [---] engagements


"@returnoncap Nice to see someone mention $ATCO I have increased my position recently. Also like the spin out Epiroc $EPI"  
[X Link](https://x.com/anyuser/status/1992190201670619450)  2025-11-22T11:15Z [--] followers, 11.5K engagements


"Big fan of the asset light industrials Atlas Copco epiroc Alfa Laval Assa Abloy That explains the recent drop The market has punished Kone many times for new equipment sales in china which now is a small part of the business. Ill look into your Q3 highlight and full report https://twitter.com/i/web/status/2005948616951603468 https://twitter.com/i/web/status/2005948616951603468"  
[X Link](https://x.com/Value_wizard/status/2005948616951603468)  2025-12-30T10:26Z [--] followers, [--] engagements


"@TimelessCpnd Im long indutrade $TDG and very small speculative position in $PRM. $LIN is nice but capex heavy of course"  
[X Link](https://x.com/Value_wizard/status/2006098031905518068)  2025-12-30T20:20Z [--] followers, [---] engagements


"@TimelessCpnd Indutrade have been struggling in the past year valuation have came down a little bit to 25x 26e. I agree not cheap it stays a smaller position for now. Would welcome a bigger drop for real size. Probably deserves a little premium to good industrials"  
[X Link](https://x.com/Value_wizard/status/2006166725092331897)  2025-12-31T00:53Z [--] followers, [--] engagements


"@TimelessCpnd Love Epiroc One of my biggest holdings. Waiting on the really healthy metal prices to kick up capex spending $EPI Years of underinvestment in the mining business should benefit next [--] years"  
[X Link](https://x.com/Value_wizard/status/2009030473738072552)  2026-01-07T22:32Z [--] followers, [--] engagements


"@invest091 @TimelessCpnd Rails not my expertise but $FICO looking really interesting here after the Pulte noise any takers Highly considering to buy more"  
[X Link](https://x.com/Value_wizard/status/2009041174879981802)  2026-01-07T23:15Z [--] followers, [---] engagements


"@TimelessCpnd @invest091 Im a former $EFX holder sold when I had to come up with cash to get fico on last years decline. I love The Work Number crown jewel asset in Equifax"  
[X Link](https://x.com/Value_wizard/status/2009308048687333590)  2026-01-08T16:55Z [--] followers, [--] engagements


"@WillBiddy_ TransDigm $TDG and Herms $RMS"  
[X Link](https://x.com/Value_wizard/status/2014717380094497227)  2026-01-23T15:10Z [--] followers, [---] engagements


"@DimitryNakhla My current top [--] positions $V $MA. Patience here will reward investors this will look like obvious buys 1-2 years out. And really interesting Sir Hohn is that bullish"  
[X Link](https://x.com/Value_wizard/status/2015906687945683119)  2026-01-26T21:56Z [--] followers, [----] engagements


"@Quality_stocksA I believe $FICO is I have bought more to my portfolio"  
[X Link](https://x.com/Value_wizard/status/2018664091108471134)  2026-02-03T12:33Z [--] followers, [---] engagements


"Cant wait for Claude Ai credit ratings $SPGI $MCO"  
[X Link](https://x.com/anyuser/status/2019836403320758475)  2026-02-06T18:11Z [--] followers, [---] engagements


"@TimelessCpnd @invest091 Quality is the way to go Main owner Investor AB $INVE also bought more $ATCO shares this week"  
[X Link](https://x.com/Value_wizard/status/1948734775126065407)  2025-07-25T13:19Z [--] followers, [---] engagements


"@long_equity Addtech is a huge favorite in Sweden almost every small cap fund owns it here. Real quality company no doubt but really expensive now imo. You cant get fired from buying Addtech seems to be the narrative today from funds. And yes I missed the boat 2022-23"  
[X Link](https://x.com/Value_wizard/status/1963258287777878197)  2025-09-03T15:10Z [--] followers, [---] engagements


"@mply_cap I sold the last shares I had in Google to get more $fico $mco $spgi. Need to have a closer look on $TDG earnings"  
[X Link](https://x.com/Value_wizard/status/2018923850080067933)  2026-02-04T05:45Z [--] followers, [---] engagements


"@DimitryNakhla Made $FICO my biggest holding this week"  
[X Link](https://x.com/Value_wizard/status/2019120478594683042)  2026-02-04T18:46Z [--] followers, [---] engagements


"@DimitryNakhla Thanks Soo many opportunities out there now🤔 dont see anyone mentioning $MSCI"  
[X Link](https://x.com/Value_wizard/status/2019124513619968328)  2026-02-04T19:02Z [--] followers, [--] engagements


"@DimitryNakhla @Mithrandir_Fund So many narratives revolves around the price action Last year alphabet and asml were dead companies according to many ended up being my two biggest winners of [----]. Yes I think an idiot could probably run the CRA I just dont like when they do big analytics M&A ha"  
[X Link](https://x.com/Value_wizard/status/2021316992439918722)  2026-02-10T20:14Z [--] followers, [--] engagements


"@DimitryNakhla @Mithrandir_Fund I remember last summer I kind of felt robbed with ASML being the only semi stock I was long when everything was ripping in the semi space. I just kept buying knowing I was going to be rewarded some day. You cant buy whats popular and do well as Buffett says. Well said"  
[X Link](https://x.com/Value_wizard/status/2021321483750969382)  2026-02-10T20:32Z [--] followers, [--] engagements


"@invest091 @ftr_investors Yeah same here Trendy app companies does not fit my circle of competence or quality criteria"  
[X Link](https://x.com/Value_wizard/status/2021694593213845768)  2026-02-11T21:15Z [--] followers, [--] engagements


"I have been buying $SPGI and $MCO dip too early impossible to time markets right. Buyer today as well really like the risk/reward here💰"  
[X Link](https://x.com/anyuser/status/2021256027945975935)  2026-02-10T16:12Z [--] followers, [--] engagements


"@Mithrandir_Fund @DimitryNakhla A bit trigger happy before earnings Even bigger buy today $Spgi $Mco"  
[X Link](https://x.com/Value_wizard/status/2021298908664668623)  2026-02-10T19:03Z [--] followers, [--] engagements


"@ArneUlland Im buying $SPGI $MCO $FICO $CSU $MSCI $INTU and Beijer Ref $BEIJ"  
[X Link](https://x.com/Value_wizard/status/2021679864223240631)  2026-02-11T20:16Z [--] followers, [---] engagements


"@TimelessCpnd Really intrigued to take a position in $OTIS 91% of profit from service is excellent probably deserves a higher valuation Strange they get punished from new builds a lot"  
[X Link](https://x.com/Value_wizard/status/2021687156956106830)  2026-02-11T20:45Z [--] followers, [--] engagements


"@tsxman Dont see many people talk about $PSK.TO except for it being overvalued. Deserved premium valuation"  
[X Link](https://x.com/Value_wizard/status/1813515779276730674)  2024-07-17T10:07Z [--] followers, [--] engagements


"@chitchatstocks @CCM_Brett Exchanges $ICE $NDAQ or Perimeter Solutions $PRM hidden monopoly with Transdigm $TDG playbook"  
[X Link](https://x.com/Value_wizard/status/2009043272224952770)  2026-01-07T23:23Z [--] followers, [---] engagements


"@long_equity Visa Mastercard MSCI FICO and TransDigm. I think $V and $MA looks really compelling here. $FICO direct license model change makes me want to have a larger stake going into earnings"  
[X Link](https://x.com/Value_wizard/status/2014071795322671150)  2026-01-21T20:25Z [--] followers, [---] engagements


"@DimitryNakhla I have sold some lesser quality holdings to make way for a bigger position in this quality opportunity Dev mentions something about a certain joy about buying quality compounders at great prices"  
[X Link](https://x.com/Value_wizard/status/2020957926484218200)  2026-02-09T20:28Z [--] followers, [---] engagements


"@QualityInvest5 No I hold $V and $MA and sleeps well at night"  
[X Link](https://x.com/Value_wizard/status/2022107791130079669)  2026-02-13T00:37Z [--] followers, [---] engagements


"First portfolio update Have focused last year on increasing quality and predictability. Former largest holdings and biggest winners $ASML $GOOGL for me last year is now a smaller part of the portfolio then in [----] after the easy money rerating have been made"  
[X Link](https://x.com/anyuser/status/2010829330239078692)  2026-01-12T21:40Z [--] followers, [---] engagements


"I have been buying $SPGI and $MCO dip too early impossible to time markets right. Buyer today as well really like the risk/reward here💰"  
[X Link](https://x.com/anyuser/status/2021256027945975935)  2026-02-10T16:12Z [--] followers, [--] engagements


"Cant wait for Claude Ai credit ratings $SPGI $MCO"  
[X Link](https://x.com/anyuser/status/2019836403320758475)  2026-02-06T18:11Z [--] followers, [---] engagements


"Dev Kantesaria on how AI will affect $FICO $SPGI $MCO "As it relates to displacement of things like FICO consumer credit scores Moody's ratings S&P ratings- they're toll collectors. they're stamps of approval.""  
[X Link](https://x.com/anyuser/status/2013945269994328496)  2026-01-21T12:02Z [----] followers, 20.1K engagements


"Other notable holdings $INVEB.ST $RMS $TDG $ALFA.ST $RACE $CPRT"  
[X Link](https://x.com/anyuser/status/2010832845732753617)  2026-01-12T21:54Z [--] followers, [---] engagements


"Sometimes investors read too much into Form 4s. Even some of the best managers are in it for the money. $TDG"  
[X Link](https://x.com/anyuser/status/2008332249209487531)  2026-01-06T00:18Z 10.9K followers, 11.1K engagements


"RT @returnoncap: Investors do not buy Atlas Copco because it makes machines. We buy it because it has hacked the code of industrial capital"  
[X Link](https://x.com/anyuser/status/1992198700525867354)  2025-11-22T11:49Z [--] followers, [--] engagements


"Investors do not buy Atlas Copco because it makes machines. We buy it because it has hacked the code of industrial capitalism to generate royalty like returns on capital @returnoncap Nice to see someone mention $ATCO I have increased my position recently. Also like the spin out Epiroc $EPI @returnoncap Nice to see someone mention $ATCO I have increased my position recently. Also like the spin out Epiroc $EPI"  
[X Link](https://x.com/anyuser/status/1992195068153774290)  2025-11-22T11:34Z [----] followers, 11K engagements


"@returnoncap Nice to see someone mention $ATCO I have increased my position recently. Also like the spin out Epiroc $EPI"  
[X Link](https://x.com/anyuser/status/1992190201670619450)  2025-11-22T11:15Z [--] followers, 11.5K engagements


"RT @NordnetAra: Gissa rtt - Vinn Nordnet merch OMX S30 str i [--] [-----] kr nu men vad stnger den p idag 17:30 (gissa fre 16:00) 1:"  
[X Link](https://x.com/anyuser/status/1990721191225540619)  2025-11-18T09:58Z [--] followers, [--] engagements


"Gissa rtt - Vinn Nordnet merch OMX S30 str i [--] [-----] kr nu men vad stnger den p idag 17:30 (gissa fre 16:00) 1: RT:a inlgget 2: Kommentera din gissning Vinnaren presenteras live i Brskvll 19:30 - 21:00 Anml dig till sndingen nedan (gratis) https://www.nordnet.se/events/borskvall-nordnet https://www.nordnet.se/events/borskvall-nordnet"  
[X Link](https://x.com/anyuser/status/1990687566333358460)  2025-11-18T07:44Z 28.3K followers, 40.8K engagements


"Legendary fund manager Chris Hohn bought [--] million shares of Visa in Q3 increasing his stake by 47%. That's his largest purchase of Visa in more than [--] years. $V"  
[X Link](https://x.com/anyuser/status/1990465018287305025)  2025-11-17T17:00Z 83.4K followers, 37.2K engagements


"Yes Thats a BOATLOAD of buybacks 😳 $MSCI just reported their highest quarterly repurchase ever"  
[X Link](https://x.com/anyuser/status/1983209385254867196)  2025-10-28T16:28Z 24.1K followers, 12.5K engagements


"Starter position in Intercontinental Exchange $ICE $163"  
[X Link](https://x.com/anyuser/status/1973476480995983476)  2025-10-01T19:53Z [--] followers, [---] engagements


"Instructive anecdote from a recent Caledonia Investments event. When half the world was concerned with balance sheet risk during the GFC Warren Buffett was worrying about pricing power $mco"  
[X Link](https://x.com/anyuser/status/1968666615261643224)  2025-09-18T13:21Z [----] followers, 16.8K engagements


"S&P Global looks attractive here bought some more. $SPGI"  
[X Link](https://x.com/anyuser/status/1968744813966086199)  2025-09-18T18:31Z [--] followers, [---] engagements


"Anyone have some insight on Wolters Kluwer $WKL I know it traded at a high multiple but has anything els happened to the long case"  
[X Link](https://x.com/anyuser/status/1961091638442295358)  2025-08-28T15:40Z [--] followers, [---] engagements


"Its not everyday you see $MSCI trading for a 4% FCF Yield & a 29x P/E 🌐 Peaking at $679 in [----] with a 63x P/E its multiple has since halved while EPS grew at a 16.9% CAGR At 29x today multiple compression is less likely to be a drag future returns 💵"  
[X Link](https://x.com/anyuser/status/1947994482265256087)  2025-07-23T12:17Z 18.8K followers, 34.7K engagements


"PODD🔥 Kloka ord frn @chriswmayer fr den som vill bli frmgen p brsen. Merparten av mitt kapital hade inte funnits idag om jag undvikit "dyra" aktier baserat p klassiska multiplar ssom P/E-tal 🧐☝ RT med kommentar fr chans att vinna ett signerat ex av hans bok (sv versttning). Lottar ut [--] st p mndag #PrataPengar #Finanstwitter https://open.spotify.com/episode/60ut4wQY8AvpHYKL9MSM3Isi=-WlceqWeTu2AA5sD1Wlo-g&nd=1&dlsi=ab2a511c037245e5 https://open.spotify.com/episode/60ut4wQY8AvpHYKL9MSM3Isi=-WlceqWeTu2AA5sD1Wlo-g&nd=1&dlsi=ab2a511c037245e5"  
[X Link](https://x.com/anyuser/status/1940838923103609147)  2025-07-03T18:23Z 96.7K followers, 65.7K engagements


"The S&P [---] is up 47% since Michael Burry said sell"  
[X Link](https://x.com/anyuser/status/1931673916583334069)  2025-06-08T11:25Z 458.5K followers, 239.9K engagements


"S&P Global's Ratings business has now fully recovered from its previous [----] highs. Pretty impressive considering where interest rates are at today compared to that time. $SPGI"  
[X Link](https://x.com/anyuser/status/1917229903579386008)  2025-04-29T14:50Z 83.4K followers, 14.8K engagements


"Me doing research before buying every dip"  
[X Link](https://x.com/anyuser/status/1909202169376448866)  2025-04-07T11:10Z 758.6K followers, 808.3K engagements


"A few figures by @EUgambling on $EVO's European growth prospects: 1) Online is where the overall gambling market is growing"  
[X Link](https://x.com/anyuser/status/1904920606367215804)  2025-03-26T15:37Z [----] followers, [----] engagements

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