# ![@WillBiddy_ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1516460702185177091.png) @WillBiddy_ Will Biddy

Will Biddy posts on X about $intu, business, $adbe, $spgi the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1516460702185177091/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1516460702185177091/c:line/m:interactions.svg)

- [--] Week [-------] +61%
- [--] Month [-------] +25,104%

### Mentions: [--] [#](/creator/twitter::1516460702185177091/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1516460702185177091/c:line/m:posts_active.svg)

- [--] Month [---] +2,955%

### Followers: [---] [#](/creator/twitter::1516460702185177091/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1516460702185177091/c:line/m:followers.svg)

- [--] Week [---] +13%
- [--] Month [---] +179%

### CreatorRank: [-------] [#](/creator/twitter::1516460702185177091/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1516460702185177091/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #5104 [technology brands](/list/technology-brands)  30.48% [finance](/list/finance)  18.18% [cryptocurrencies](/list/cryptocurrencies)  #7372 [automotive brands](/list/automotive-brands)  3.21% [countries](/list/countries)  1.6% [luxury brands](/list/luxury-brands)  1.07% [social networks](/list/social-networks)  1.07% [celebrities](/list/celebrities)  0.53%

**Social topic influence**
[$intu](/topic/$intu) #21, [business](/topic/business) #3917, [$adbe](/topic/$adbe) #15, [$spgi](/topic/$spgi) #22, [in the](/topic/in-the) 8.02%, [meta](/topic/meta) #4744, [$googl](/topic/$googl) 5.88%, [$meta](/topic/$meta) #149, [$duol](/topic/$duol) #38, [$ma](/topic/$ma) #19

**Top accounts mentioned or mentioned by**
[@novocainer](/creator/undefined) [@carsontalkmoney](/creator/undefined) [@quantmarket](/creator/undefined) [@financejack44](/creator/undefined) [@qualcompounders](/creator/undefined) [@ashton1nvests](/creator/undefined) [@grok](/creator/undefined) [@hap0606](/creator/undefined) [@joshvir001](/creator/undefined) [@theabomnoman](/creator/undefined) [@thestockdom](/creator/undefined) [@fiscorainvest](/creator/undefined) [@briansoteli](/creator/undefined) [@segen1971](/creator/undefined) [@themomentumplay](/creator/undefined) [@invest091](/creator/undefined) [@mithrandir_fund](/creator/undefined) [@focuslongterme](/creator/undefined) [@thinknstocks](/creator/undefined) [@cginvesting10](/creator/undefined)

**Top assets mentioned**
[Intuit Inc. (INTU)](/topic/$intu) [Adobe, Inc. (ADBE)](/topic/$adbe) [S&P Global Inc (SPGI)](/topic/$spgi) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Metadium (META)](/topic/$meta) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Mastercard, Inc. (MA)](/topic/$ma) [Spotify Technology (SPOT)](/topic/$spot) [Toast, Inc. (TOST)](/topic/$tost) [Copart, Inc. (CPRT)](/topic/$cprt) [Tesla, Inc. (TSLA)](/topic/$tsla) [Netflix Inc (NFLX)](/topic/$nflx) [Uber Technologies, Inc. (UBER)](/topic/$uber) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Autozone Inc (AZO)](/topic/$azo) [Microsoft Corp. (MSFT)](/topic/$msft) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Moody's Corporation (MCO)](/topic/$mco) [Msci Inc (MSCI)](/topic/$msci) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Ferrari N.V. (RACE)](/topic/$race) [Adappter Token (ADP)](/topic/$adp) [Now Coin (NOW)](/topic/$now) [Salesforce Inc (CRM)](/topic/$crm) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Advanced Micro Devices (AMD)](/topic/$amd) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [ZetaChain (ZETA)](/topic/$zeta) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Workday Inc (WDAY)](/topic/$wday) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Autodesk Inc (ADSK)](/topic/$adsk) [4 (FOUR)](/topic/$four) [The Honest Company, Inc. (HNST)](/topic/$hnst) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [monday.com Ltd. (MNDY)](/topic/$mndy) [Waste Management, Inc. (WM)](/topic/$wm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$DUOL sighting front page 🤓"  
[X Link](https://x.com/WillBiddy_/status/2021216365282025509)  2026-02-10T13:35Z [---] followers, [---] engagements


"$SPGI being sold off due to weakness in their Market Intelligence business while the two highest margin business segments (ratings and indices) are absolutely crushing it. The guide was a little weak but Im curious if the implications of the mobility spinoff are good reasoning for the guide to come in soft. Im gonna add one share here and then listen to what they have to say on the call"  
[X Link](https://x.com/WillBiddy_/status/2021209010716741961)  2026-02-10T13:05Z [---] followers, [----] engagements


"What stock in your portfolio do you think you will hold for the longest time For me I could see myself holding $SPGI or $MA potentially forever"  
[X Link](https://x.com/WillBiddy_/status/2021330295115432177)  2026-02-10T21:07Z [---] followers, [----] engagements


"@qualtrim $PYPL is the toughest company to evaluate in my portfolio. I think this will be one that grows inflation level and wins simply off of the buy back. I could easily see this being another $AZO type of winner"  
[X Link](https://x.com/WillBiddy_/status/2012502380365939181)  2026-01-17T12:28Z [---] followers, [----] engagements


"I have a relatively small watchlist. Im looking for the highest quality businesses in the world. Any recommendations of companies that I should consider looking into Dont say $TSLA please and thank you"  
[X Link](https://x.com/WillBiddy_/status/2014715871566950890)  2026-01-23T15:04Z [---] followers, [----] engagements


"An absolute masterclass on buying back shares by $AZO I think this is what we could see $PYPL do to its share count over the coming decade as the market will likely never value it above a [--] FWD P/E ever again. $AZO has returned over 400% over the past [--] years"  
[X Link](https://x.com/WillBiddy_/status/2015198152651850019)  2026-01-24T23:00Z [---] followers, [----] engagements


"I spent a couple hours looking at some of these recommendations and I have added $RMS.PA $TDG $RACE and $ADP to my watchlist for the time being. I'm gonna do some more research on these in the near future and begin following these companies closer as they all look like appealing businesses. Still have more recommendations to take a look into but I appreciate everyone that left recommendations for me. Thank you"  
[X Link](https://x.com/WillBiddy_/status/2015268352176836618)  2026-01-25T03:39Z [---] followers, [----] engagements


"@joshvir001 I love $ADBE I think theres a chance they produce better returns than $AZO over the next 5-10 years"  
[X Link](https://x.com/WillBiddy_/status/2015426983119708328)  2026-01-25T14:10Z [---] followers, [--] engagements


"The best buys in [----] will likely be all of the SAAS companies that DONT get disrupted. $ADBE $NOW $INTU $DUOL $CRM $MSFT $CSU $CRWD $ADSK $WDAY Whats your SAAS bet"  
[X Link](https://x.com/WillBiddy_/status/2016885590105432168)  2026-01-29T14:46Z [---] followers, 11.5K engagements


"@GrowthThesis I have a good bit and I think $TOST has more competitive advantages and chances of long term success compared to $FOUR"  
[X Link](https://x.com/WillBiddy_/status/2017247277924925690)  2026-01-30T14:43Z [---] followers, [---] engagements


"$RACE Ferrari is the cheapest it has been since November [----]. It is also at its cheapest valuation since the [----] bottom. In the mean time: -Revenues are growing 10% every year -FCF/share is growing 40% yearly -EPS slowing but still growing 13% over the last year. What has changed with what has historically been seen as one of the strongest brands on the planet"  
[X Link](https://x.com/WillBiddy_/status/2017265968309748135)  2026-01-30T15:57Z [---] followers, [----] engagements


"Toast $TOST has sold off 25% over the last year. At the same time net income is up over 87% over the Trailing [--] Months giving us the lowest P/E we have seen in the companies history at a [--] forward Are you buying $TOST at these prices"  
[X Link](https://x.com/WillBiddy_/status/2017734166834565516)  2026-01-31T22:58Z [---] followers, [----] engagements


"$ISRG Intuitive Surgical Inc. enforces a classic razor and blade business model. They're growing their install base 13% annually over the past three years and growing recurring revenues 19% annually. Insane moat high growth recurring revenues. The question is what price are you willing to pay for $ISRG"  
[X Link](https://x.com/WillBiddy_/status/2017747473394241987)  2026-01-31T23:51Z [---] followers, [----] engagements


"$V (Visa) and $MA (Mastercard) are two of the most dominant companies in the world. They're two tollbooths on the world-wide economy. Which one will perform better going forward Visa is slightly cheaper in terms of Forward EV/FCF. [-----] for $V [-----] for $MA However $MA is growing faster than $V. CAGR over last [--] years: $V revenue: 11.9% $V FCF/share: 14.9% $MA revenue: 13.8% $MA FCF/share: 19.6% I'm riding with Mastercard which bet are you making between these two juggernauts Visuals provided by @fiscal_ai Link to sign up in my bio"  
[X Link](https://x.com/WillBiddy_/status/2017765452009570393)  2026-02-01T01:02Z [---] followers, 10.2K engagements


"@Ashton_1nvests I think $MA $V and $ADBE are flying under the radar right in plain sight rn"  
[X Link](https://x.com/WillBiddy_/status/2017788059073331440)  2026-02-01T02:32Z [---] followers, [---] engagements


"I do not care about your one week YTD three month or one year total gains. This is a long game I plan to outperform for the next 20+ years"  
[X Link](https://x.com/anyuser/status/2017815432325890260)  2026-02-01T04:21Z [---] followers, 12.1K engagements


"@Ashton_1nvests If @HolySmokas is wrong on $HNST so many people on X are gonna get fried. Hope that company works out because hes put a lot of people onto it"  
[X Link](https://x.com/WillBiddy_/status/2017993870617780262)  2026-02-01T16:10Z [---] followers, [---] engagements


"$INTU is down 39% from ATH last seen in July [----]. Intuit has some of the most essential and impressive software in the world. Growing revenues at 17% YoY EPS at 42% YoY FCF/share at 23% YoY. Yet its priced at a [--] FWD P/E and a FCF yield of 3.1% after SBC. Is disruption coming for the SAAS powerhouse or is this a screaming buy $INTU"  
[X Link](https://x.com/WillBiddy_/status/2018099795005775887)  2026-02-01T23:11Z [---] followers, [----] engagements


"$DUOL Duolingo is the large leader in online language learning and is growing market share rapidly. The fundamentals of the business are truly skyrocketing up and to the right FCF/share daily users and paid subscribers all up close to 50% CAGR over the last few years. The company is now selling as if its a slow grower/dying business I believe Duolingo will continue to dominate and be a great investment for the coming years. What is your take $DUOL"  
[X Link](https://x.com/WillBiddy_/status/2018308923233898711)  2026-02-02T13:02Z [---] followers, [----] engagements


"Really considering $CPRT as an add to the portfolio. Would diversify me away from my super tech and financials heavy portfolio while still being in an incredibly high margin wide moat and monopolistic business. EV/EBIT lowest we've seen since [----] bottom Operating margins close to 40% Profit margins 35% ROIC 30% Revenues have slowed in the short term due to cyclicality in the insurance total-loss volumes however this should come back to normal in the coming quarters/years. Would you rather own $CPRT at $40 or $PYPL at $50"  
[X Link](https://x.com/WillBiddy_/status/2018426173265428729)  2026-02-02T20:47Z [---] followers, [---] engagements


"$DUOL is a buy $ADBE is a buy $SPGI is a buy $PYPL is a buy $INTU is a buy $META is a buy $CPRT is a buy $NFLX is a buy"  
[X Link](https://x.com/WillBiddy_/status/2018721851896439138)  2026-02-03T16:22Z [---] followers, [----] engagements


"@HolySmokas This is the correct take report was fine. I wasnt a fan of Alex at PayPal I think every dollar should be put into buybacks instead of Will Ferrell"  
[X Link](https://x.com/WillBiddy_/status/2018767355216597118)  2026-02-03T19:23Z [---] followers, [---] engagements


"@dividendology Theres way too many $ADBE $INTU $NFLX $ADBE $DUOL $TOST $SPGI $ADBE $FICO $CPRT $ADBE $ADBE"  
[X Link](https://x.com/WillBiddy_/status/2018849507946172644)  2026-02-04T00:50Z [---] followers, [----] engagements


"$SPOT Spotify was seen as a darling up until Claude decided to put every SaaS company out of business single handedly. Really unfortunate news for Spotify as they would have been straight up and to the right if they didn't go out of business"  
[X Link](https://x.com/WillBiddy_/status/2019022877362987137)  2026-02-04T12:19Z [---] followers, [----] engagements


"@fiscorainvest $ADBE $ADP $SPOT"  
[X Link](https://x.com/WillBiddy_/status/2019079108186013997)  2026-02-04T16:02Z [---] followers, [---] engagements


"$INTU is a company I've had on my radar for over a year now. Finally entered this morning. Anything stand out here"  
[X Link](https://x.com/WillBiddy_/status/2019081084193964444)  2026-02-04T16:10Z [---] followers, [---] engagements


"$GOOGL is arguably the best company in the world. Its basically a tech ETF with some of the widest most highest margin fastest growing businesses in the world. All for a [--] P/E"  
[X Link](https://x.com/WillBiddy_/status/2019161140173865425)  2026-02-04T21:28Z [---] followers, 71K engagements


"@BrianSOTELI I like $CRM Havent done enough work on $AXON or $MNDY to have an opinion"  
[X Link](https://x.com/WillBiddy_/status/2019232195819286895)  2026-02-05T02:10Z [---] followers, [---] engagements


"If I had to BUY or SELL all of the MAG7 and hold for 5+ years. I would: SELL $TSLA BUY $GOOGL BUY $MSFT SELL $NVDA BUY $META SELL $APPL BUY $AMZN"  
[X Link](https://x.com/WillBiddy_/status/2019766085298384944)  2026-02-06T13:32Z [---] followers, [----] engagements


"@0xtechquity I wish we would see a sell off in $ISRG so bad"  
[X Link](https://x.com/WillBiddy_/status/2019783445082226858)  2026-02-06T14:41Z [---] followers, [--] engagements


"With the panic in $SPGI $MCO $FICO and others recently I feel like its a great time to repost my thesis on S&P Global one of my favorite businesses on the planet. 👇"  
[X Link](https://x.com/WillBiddy_/status/2020012102480543790)  2026-02-07T05:49Z [---] followers, [----] engagements


"If you had to all in one stock and you couldnt sell it for [--] years which stock would you pick My top [--] picks would be $MA $META or $GOOGL Im leaning $MA though"  
[X Link](https://x.com/WillBiddy_/status/2020014005327393132)  2026-02-07T05:57Z [---] followers, [----] engagements


"What stocks are you researching this weekend"  
[X Link](https://x.com/WillBiddy_/status/2020172549162955035)  2026-02-07T16:27Z [---] followers, [----] engagements


"@FinanceJack44 I finally started a $UBER position last week and I absolutely love the moat of $WM Two great companies in my eyes Jack let me know if you find anything concerning or exciting about either one of them"  
[X Link](https://x.com/WillBiddy_/status/2020176635253719094)  2026-02-07T16:43Z [---] followers, [--] engagements


"I asked Gemini to rank my top [--] holdings in terms of their Moat/Competitive Advantages. This is Gemini's ranking: 1) $MA 10/10 2) $SPGI 9.5/10 3) $GOOGL 9/10 4) $ADBE 8.5/10 5) $META 8/10 Do you agree with Gemini here"  
[X Link](https://x.com/WillBiddy_/status/2020180183492313426)  2026-02-07T16:57Z [---] followers, 20.8K engagements


"Running through my blueprint again today for $INTU (Started a small position last week) I see no red flags. We got an amazing discount thanks to my good friend Claude yet I view it as impossible for AI to disrupt the likes of Quick books with its immense network effects switching costs and reliance that small businesses and their accountants have on the product. I see a tough battle for AI to disrupt Credit Karma's massive network effects and brand trust in the personal finance space. It would take years/decades for someone to invade on Turbo Tax as it has immense data integration for"  
[X Link](https://x.com/WillBiddy_/status/2020186354932675012)  2026-02-07T17:22Z [---] followers, [----] engagements


"@CarsonTalkMoney I view $ADBE as one of the widest moat SAAS companies out there for the long term maybe behind $INTU I couldnt do it"  
[X Link](https://x.com/WillBiddy_/status/2020187610665349624)  2026-02-07T17:27Z [---] followers, [---] engagements


"@nataninvesting $ISRG is an unbelievably strong business imo"  
[X Link](https://x.com/WillBiddy_/status/2020256942229184962)  2026-02-07T22:02Z [---] followers, [---] engagements


"Plan on doing another deep dive soon similar to my $SPGI and $ADBE threads. I'll let y'all pick which one is next. $GOOGL $INTU $SPOT $TOST"  
[X Link](https://x.com/WillBiddy_/status/2020288703055171989)  2026-02-08T00:08Z [---] followers, [----] engagements


"@justsomeguy1020 I think Adobe has a substantial moat but I would definitely put it under meta. I could see it in line with googles moat personally"  
[X Link](https://x.com/WillBiddy_/status/2020365291923054649)  2026-02-08T05:13Z [---] followers, [---] engagements


"Id rank them 1) $SPGI 9.5/10 2) $MA 9.5/10 3) $META 9.5/10 4) $GOOGL 8.5/10 5) $ADBE 8.5/10"  
[X Link](https://x.com/WillBiddy_/status/2020368717746679809)  2026-02-08T05:26Z [---] followers, [----] engagements


"@CGInvesting10 Apple will continue to compound for you but I also think most of the MAG7 are great buys for the long term today. I would exclude $TSLA and $NVDA personally"  
[X Link](https://x.com/WillBiddy_/status/2020370946637623475)  2026-02-08T05:35Z [---] followers, [---] engagements


"@Mithrandir_Fund Acquisition of IHS market they did a lot of it through shares"  
[X Link](https://x.com/WillBiddy_/status/2020511003763441942)  2026-02-08T14:52Z [---] followers, [--] engagements


"How exactly will AI disrupt S&P global. I understand the take where people who arent too in touch with the professional content creation scene believe that Adobe will be replaced by AI (not happening) but I think it is 100% impossible for AI to even get past regulation to attempt to invade S&Ps moat"  
[X Link](https://x.com/WillBiddy_/status/2020526184480591933)  2026-02-08T15:52Z [---] followers, [--] engagements


"I wish X would focus more on investing. The investing realm on this app is 95% gamblers. No one is looking for a business to buy and hold for their lifetime. Theyre looking for an edge to make a short-mid term gain and you can tell how they react when something goes wrong the freak the hell out Truly sad to see"  
[X Link](https://x.com/WillBiddy_/status/2020527404528054556)  2026-02-08T15:57Z [---] followers, [---] engagements


"@QualityAtScale_ Give me all the $INTU"  
[X Link](https://x.com/WillBiddy_/status/2020611605474484435)  2026-02-08T21:32Z [---] followers, [--] engagements


"Make sure you know everything there is to know about your current holdings before you begin looking for new opportunities in the market. Spending at least my 20th weekend looking into $ADBE yet again"  
[X Link](https://x.com/WillBiddy_/status/2020614428211945522)  2026-02-08T21:43Z [---] followers, [---] engagements


"I rarely see people talking about Pricing power on here. If a business is so valuable to its customers where it can raise prices above inflation without losing customers it gives it an insane advantage especially over long periods of time"  
[X Link](https://x.com/WillBiddy_/status/2020618861239038078)  2026-02-08T22:00Z [---] followers, [---] engagements


"Instead of watching this boring ass super bowl Im reading an updated The Intelligent Investor that adds some additional updated context after each chapter by Jason Zweig and this really stood out to me. Ive fell victim to this allowing a stock that I spent a lot of time on become solved in my mind however I looked past a lot of flaws in the business. Now luckily it was $AMD and I exited above $200 a share in October. However I see this EVERY DAY on X where people do a little research on a stock and they become attached to it and fail to continue evaluating the business because they think they"  
[X Link](https://x.com/WillBiddy_/status/2020688032609735020)  2026-02-09T02:35Z [---] followers, [---] engagements


"@1000xStocks $SPGI snub"  
[X Link](https://x.com/WillBiddy_/status/2020863121217180027)  2026-02-09T14:11Z [---] followers, [--] engagements


"@Hap0606 I think all [--] are at a great price today"  
[X Link](https://x.com/WillBiddy_/status/2020920906466590772)  2026-02-09T18:01Z [---] followers, [--] engagements


"$NFLX already has great pricing power. Wait until they get the $WBD deal through"  
[X Link](https://x.com/WillBiddy_/status/2020965840003219716)  2026-02-09T20:59Z [---] followers, [----] engagements


"$INTU deep dive coming soon stay tuned"  
[X Link](https://x.com/WillBiddy_/status/2021014493304848400)  2026-02-10T00:12Z [---] followers, [---] engagements


"This will continue to accelerate over time $NFLX"  
[X Link](https://x.com/WillBiddy_/status/2021020947353043091)  2026-02-10T00:38Z [---] followers, [----] engagements


"Intuit Business Segments: Global Business Solutions (QuickBooks/MailChimp) -TTM Revenue: $11.5B -TTM Revenue Growth: 18.4% -Operating Margin: 76% Consumer (TurboTax) -TTM Revenue: $4.9B -TTM Revenue Growth: 10.3% -Operating Margin: 78% Credit Karma -TTM Revenue: $2.4B -TTM Revenue Growth: 30.8% -Operating Margin: 37% and growing"  
[X Link](https://x.com/WillBiddy_/status/2021042666369077573)  2026-02-10T02:04Z [---] followers, [--] engagements


"QuickBooks Small Business: -What started as a simple bookkeeping tool for small/medium businesses has now transformed into a comprehensive AI-guided operating system for businesses of all shape and size. QuickBooks helps with Payroll Payments Marketing via Mailchimp and Accounting all within one suite. -This business is designed for companies to integrate QuickBooks into a business's everyday operations as well as accounting practices entrenching the QuickBooks software into the day to day of every business that decides to go with Intuit. The stickiness of this business into the operations of"  
[X Link](https://x.com/WillBiddy_/status/2021042671016378766)  2026-02-10T02:04Z [---] followers, [--] engagements


"Intuit TurboTax: -TurboTax is the leading tax filing platform across the U.S. helping consumers easily do their taxes with prices ranging from free to $150. They have DIY options as well as assisted filing services that make filing easy and efficient for all consumer types. -As of this year they have integrated their Intuit Assist AI agent that is embedded between Credit Karma and Turbo Tax that aims to have 80% of your tax return ready before tax season even begins Their goal is to use their wide network and slate of tools to further increase the value of the TurboTax offering by providing"  
[X Link](https://x.com/WillBiddy_/status/2021042676972277977)  2026-02-10T02:04Z [---] followers, [--] engagements


"Credit Karma: -Credit Karma is the smallest of the three however it has the fastest growth rate and is probably my favorite business model of the three. -Credit Karma is a three sided market place that joins members financial partners and intuit through a three sided network effect that contributes more and more value to all three parties. It provides credit scores and data to the consumer for free while at the same time giving them recommendations to financial services such as loans credit cards insurance policies and other services. When Credit Karma brings a financial institution business"  
[X Link](https://x.com/WillBiddy_/status/2021042681200168970)  2026-02-10T02:04Z [---] followers, [--] engagements


"Management: -CEO Sasan Goodarzi has served his position since January [----] and has been with the company since [----]. Since taking over he has transformed the business from a standard tax and accounting software firm into a global AI-driven financial technology platform with an extremely wide moat. -He has lead the company through two incredible acquisitions already in his somewhat short tenure as CEO with Credit Karma in [----] and Mailchimp in [----] paying a total of $7B for Credit Karma and $12B for Mailchimp. His goal with these two acquisitions was to make their network of platforms one"  
[X Link](https://x.com/WillBiddy_/status/2021042685226721398)  2026-02-10T02:04Z [---] followers, [--] engagements


"As always please do your own research before allocating capital into any business However I hope this was insightful and now makes sense as to why I am extremely bullish on Intuit as a long term investment despite the recent sell off in share price. I believe this is a compounding machine by all definitions of the term and would love to hear your counter arguments to this thesis. Let me know which company you want me to do a deep dive on next in the comments and thank you for reading this far"  
[X Link](https://x.com/WillBiddy_/status/2021042690633150718)  2026-02-10T02:05Z [---] followers, [--] engagements


"@WideMoatCzar I think Google has some business segments with very narrow moats. Adobe's moat around professionals in the content creation space is insurmountable which is around 70% of their customers"  
[X Link](https://x.com/WillBiddy_/status/2021043818439868497)  2026-02-10T02:09Z [---] followers, [---] engagements


"@fiscorainvest I think they have an incredible opportunity and every quarter/year that they continue to gain market share I think it further builds up their moat by becoming the go to for all small to mid sized restaurants similar to Intuits QuickBooks honestly but on a smaller scale"  
[X Link](https://x.com/WillBiddy_/status/2021048479888392456)  2026-02-10T02:28Z [---] followers, [---] engagements


"@christovdmerwe4 I wouldnt agree with that I think Intuit is far more embedded but I do think Uber has a solid moat"  
[X Link](https://x.com/WillBiddy_/status/2021048987449520419)  2026-02-10T02:30Z [---] followers, [---] engagements


"@Hap0606 Still at a very fair price Ive been adding all the way down from $500"  
[X Link](https://x.com/WillBiddy_/status/2021238663867257022)  2026-02-10T15:03Z [---] followers, [--] engagements


"@Hap0606 I love $MSCI as well. The index business is one of the best in the world. Only reason I own $SPGI instead is because I also get the credit rating business which is also amazing. But yes theyre both super dominant similar to Visa and Mastercard imo"  
[X Link](https://x.com/WillBiddy_/status/2021240081458102428)  2026-02-10T15:09Z [---] followers, [---] engagements


"@themomentumplay I do not care how a stock moves over the course of one month or one year even. In fact this stock going down is increasing my future returns and lowering my risk as I get to lower my average AND the company is buying back a ton of shares constantly"  
[X Link](https://x.com/WillBiddy_/status/2021255802657317315)  2026-02-10T16:11Z [---] followers, [--] engagements


"@novocainer @themomentumplay If the stock price were to do bad forever. They would simply buy back all of the shares and return all of the cash flow to the remaining investors through dividends. Stock price is 5% or less of investing"  
[X Link](https://x.com/WillBiddy_/status/2021262737142079956)  2026-02-10T16:39Z [---] followers, [--] engagements


"@novocainer @themomentumplay Were talking about S&P global. Also Adobe can issue a dividend whenever they want to"  
[X Link](https://x.com/WillBiddy_/status/2021278114035155002)  2026-02-10T17:40Z [---] followers, [--] engagements


"$HOOD will most likely be the company that I end up selling out of my portfolio next. Business is going in so many directions its hard for me to keep up with and project into the future at this point"  
[X Link](https://x.com/WillBiddy_/status/2021360462848528572)  2026-02-10T23:07Z [---] followers, [---] engagements


"@SayNoToTrading @gurufocus $MSCI is an incredible business as the indices business is one of the best Ive ever personally came across. Simply dont own it due to $SPGI exposure but would add it we see an even bigger dip"  
[X Link](https://x.com/WillBiddy_/status/2021364203974696982)  2026-02-10T23:22Z [---] followers, [---] engagements


"@segen1971 I really like the index business. I would own moodys if I couldnt own SPGI I just wanted exposure to both ratings and indices and SP global gives me both is my simple answer"  
[X Link](https://x.com/WillBiddy_/status/2021369242072006793)  2026-02-10T23:42Z [---] followers, [---] engagements


"Just listening to the $SPOT conference call and they said something that kind of caught me off guard. Theyre the leader in music globally (and are by far the best of the best) yet less than 10% of the world uses Spotify. I can easily see a world where 25%+ of the world uses Spotify on a monthly basis. Insane market share still to capture as the entire world enjoys music"  
[X Link](https://x.com/WillBiddy_/status/2021419214465052791)  2026-02-11T03:01Z [---] followers, [---] engagements


"@tdearling @grok Yes also a true compounder no doubt"  
[X Link](https://x.com/WillBiddy_/status/2021563536334614928)  2026-02-11T12:34Z [---] followers, [--] engagements


"Valuation is the very last thing I look at for an investment as I focus long term. For example if meta grows at 15% EPS per year for the next ten years and Adobe grows at 12% per year for the next ten years. From todays prices meta would be at a [---] P/E and Adobe at a [---] P/E which is a very very small difference in the long term returns. The by far most important thing is the moat. The wider the moat the more likely you will see steady and consistent growth for long periods of time"  
[X Link](https://x.com/WillBiddy_/status/2021601163968147615)  2026-02-11T15:04Z [---] followers, [--] engagements


"Fresh [--] week lows for $INTU as well today. Im adding 👇"  
[X Link](https://x.com/WillBiddy_/status/2021601758418481161)  2026-02-11T15:06Z [---] followers, [---] engagements


"Welcome to the team @BillAckman $META is a phenomenal opportunity for long term investors"  
[X Link](https://x.com/WillBiddy_/status/2021624723709583458)  2026-02-11T16:37Z [---] followers, [--] engagements


"@adymitruk I'm waiting for the AI disruption to happen Only thing being disrupted is the sentiment around the stock due to insane fears over AI"  
[X Link](https://x.com/WillBiddy_/status/2021630336099324006)  2026-02-11T17:00Z [---] followers, [--] engagements


"If you had this same thought process on every speculative asset (bitcoin ethereum Pokmon cards Lego sets fine arts wines etc.) youd have a lot of risk and a lot of upside. At the end of the day all of it is speculating and gambling. The goal is to bat as close to [----] as you possibly can. There are plenty of reasonable upside swings with equities and ETFs that actually hold intrinsic value to outperform gamblers long term"  
[X Link](https://x.com/WillBiddy_/status/2021659740766384213)  2026-02-11T18:56Z [---] followers, [---] engagements


"New video on $DUOL out now on my YouTube Link in my bio check it out 🫡"  
[X Link](https://x.com/WillBiddy_/status/2021698790370021484)  2026-02-11T21:32Z [---] followers, [---] engagements


"@Miko_Invest 🫡"  
[X Link](https://x.com/WillBiddy_/status/2021709278151692540)  2026-02-11T22:13Z [---] followers, [--] engagements


"@FinanceJack44 What are your thoughts on their biggest customers (Google Amazon Microsoft Meta) actively working on reducing their reliance on Nvidia and AMD This is why I sold out of the company as its an extremely murky outlook in the future in an already very competitive field"  
[X Link](https://x.com/WillBiddy_/status/2021713112282390620)  2026-02-11T22:29Z [---] followers, [--] engagements


"$CPRT Copart Inc. is one of the most slept on compounding machines in the markets today. It has grown FCF/share 20% CAGR over the past [--] and its currently selling at it's lowest EV/FCF during the period. Wide moat market leader with growing market share in a duopoly in used vehicle remarketing and auction services holding 40% market share. Wide moat Sectoral tailwinds Long runway of organic growth High margins and a great discount in the current valuation. I'm eyeing $CPRT Are you"  
[X Link](https://x.com/WillBiddy_/status/2018150378202665333)  2026-02-02T02:32Z [---] followers, [---] engagements


"@KoyfinCharts $CPRT $ISRG two of the widest moats Ive ever discovered and Ive seen little to no coverage on X about either one"  
[X Link](https://x.com/WillBiddy_/status/2020689670309343266)  2026-02-09T02:42Z [---] followers, [---] engagements


"Ranking the MOAT of every stock in my portfolio from widest to narrowest S tier: 1) $SPGI S&P Global 2) $MA Mastercard 3) $META Meta Platforms A tier: 4) $INTU Intuit 5) $GOOGL Alphabet 6) $ADBE Adobe B tier: 7) $UBER Uber 8) $NFLX Netflix 9) $SPOT Spotify C tier: 10) $TOST Toast 11) $DUOL Duolingo 12) $PYPL PayPal 13) $HOOD Robinhood"  
[X Link](https://x.com/WillBiddy_/status/2021004731460559072)  2026-02-09T23:34Z [---] followers, [----] engagements


"$INTU Intuit is the backbone for small businesses and is a massive player in consumer financial management across the United States of America. I believe this juggernaut will greatly out-perform the broader market over the coming decade. Lets dive in🧵👇"  
[X Link](https://x.com/WillBiddy_/status/2021042662930026545)  2026-02-10T02:04Z [---] followers, [----] engagements


"Valuation of $INTU: -Over the trailing twelve months we have seen revenue grow over 17% FCF per share grow close to 24% and EPS grow 42%. I believe the company will grow revenues around 15% annually while improving EPS and FCF per share closer to 20% over the coming decade. -With these very dull growth assumptions the company should without a doubt be trading at a FCF multiple of 4%. Assuming 20% FCF per share growth and a 4% FCF yield we are looking at 26.5% returns annually over the next [--] years. $INTU has a great chance of beating these FCF per share growth rates by growing closer to 25%"  
[X Link](https://x.com/WillBiddy_/status/2021042687982403630)  2026-02-10T02:05Z [---] followers, [---] engagements


"$SPOT Spotify earnings report is out Monthly Active Users: +11% YoY 🟢 Premium Subscribers: +10% YoY 🟢 Operating Income: +47% YoY 🟢 Total Revenue: +13% YoY 🟢 EPS: +189% YoY🟢"  
[X Link](https://x.com/WillBiddy_/status/2021209545507324333)  2026-02-10T13:08Z [---] followers, [---] engagements


"$INTU -3% 🤑"  
[X Link](https://x.com/WillBiddy_/status/2021292780853535145)  2026-02-10T18:38Z [---] followers, [----] engagements


"Invest in what you know Does not mean invest in products/services that you use or are familiar with. It means invest into BUSINESSES that you know. These are two extremely different things"  
[X Link](https://x.com/WillBiddy_/status/2021299712570065286)  2026-02-10T19:06Z [---] followers, [---] engagements


"@ManuInvests Youll do just fine the moat around indices and ratings is going nowhere anytime soon"  
[X Link](https://x.com/WillBiddy_/status/2021384168681373762)  2026-02-11T00:41Z [---] followers, [---] engagements


"@Quantmarket Yeah hard to ever know what will happen short term in the market. I do know one day it will rerate and in the meantime theyre buying back a ton of shares"  
[X Link](https://x.com/WillBiddy_/status/2021397920164319699)  2026-02-11T01:36Z [---] followers, [--] engagements


"$SPOT This morning I saw some people worried about slowed growth in premium users (11% TTM). This is what CEO Alex Norstrm said on this matter. He believes that as long as they're driving total engagement in the right direction that somewhere down the line the subscriber growth will eventually kick into full effect. I love the direction that $SPOT is headed. This was probably my favorite conference call I've had the chance to listen to so far this earnings season I highly recommend checking it out"  
[X Link](https://x.com/WillBiddy_/status/2021431963500913050)  2026-02-11T03:51Z [---] followers, [---] engagements


"$SPGI is down 20% YTD. It's viewed as a high moat stronghold especially around the ratings business however look how slow the Ratings business has been growing top line compared to the rest of the company. This would be seen as a concern to most if you didn't understand the fact that debt ratings are piling up on the sidelines for years now while S&P Global and $MCO Moody's are patiently waiting at the tollbooth"  
[X Link](https://x.com/WillBiddy_/status/2021557831778869681)  2026-02-11T12:12Z [---] followers, [----] engagements


"@FinanceJack44 Hot take $TSLA at $113 wasnt very cheap at all"  
[X Link](https://x.com/WillBiddy_/status/2021594315256959243)  2026-02-11T14:36Z [---] followers, [---] engagements


"Oh the market is flat today thats interesting Software is officially going to ZERO 🤓☝"  
[X Link](https://x.com/WillBiddy_/status/2021612552992518473)  2026-02-11T15:49Z [---] followers, [----] engagements


"$DUOL Duolingo is one of the most hated stocks in the market recently. The narrative is off and the price is now unimaginably cheap. Growing FCF per share by 50% over the past [--] months and is at an EV/FCF of [--]. If FCF per share slowed drastically to 35% per year you can now buy this company at 4.7x EV/2028FCF. I think this company is in an incredibly strong position to continue to dominate the global learning market from languages chess math music and more. This thing better get disrupted very fast or its not looking good for those bearish on $DUOL"  
[X Link](https://x.com/WillBiddy_/status/2021627332197278207)  2026-02-11T16:48Z [---] followers, [----] engagements


"@Ashton_1nvests $ADBE is hard to ignore. Such a wide moat combined with nice growth and a low evaluation. Always know what you own though here's a brief recap of my Adobe thesis"  
[X Link](https://x.com/WillBiddy_/status/2021627756828930250)  2026-02-11T16:49Z [---] followers, [---] engagements


"I constantly research businesses. I add the highest of quality ones to my watchlist. The ones that I think are nearly perfect and can't be disrupted. I've never seen more of them severely undervalued than I see today. $META $INTU $ADBE $FICO $SPGI $MCO $AMZN $MSFT $UBER $CPRT If you have cash on the sidelines now is a phenomenal time to put that cash to use in my honest opinion"  
[X Link](https://x.com/WillBiddy_/status/2021632845966361061)  2026-02-11T17:10Z [---] followers, [----] engagements


"@goooonnney $DUOL $ADBE $META $INTU $UBER"  
[X Link](https://x.com/WillBiddy_/status/2021636837140541751)  2026-02-11T17:25Z [---] followers, [---] engagements


"@ThinknStocks $MSCI should be on the list thats my fault Im sure I missed another one I was just thinking off the top of my head"  
[X Link](https://x.com/WillBiddy_/status/2021638231864086661)  2026-02-11T17:31Z [---] followers, [---] engagements


"@Dividend_Dollar $TOST is incredibly cheap today. Love $META also"  
[X Link](https://x.com/WillBiddy_/status/2021649368114508067)  2026-02-11T18:15Z [---] followers, [---] engagements


"Its officially been one month since I decided to start posting on X as well as YouTube. Already at [---] X followers The YouTube is lagging far far behind (as expected) Check it out if you havent already link in my bio"  
[X Link](https://x.com/WillBiddy_/status/2021655704768327973)  2026-02-11T18:40Z [---] followers, [---] engagements


"@QualCompounders Thats for sure especially for ratings they do have other competitors in some business segments (like market intelligence and commodities) but the ratings and index business are two of the widest moats I know of"  
[X Link](https://x.com/WillBiddy_/status/2021689687237132418)  2026-02-11T20:55Z [---] followers, [--] engagements


"Well the AMD guide was definitely weak and we already saw multiple players in the back end of [--] say they were going to be going with either Google or Amazon or whatever due to costs. I think personally we saw Nvidia and AMD have such a head start that they were able to price whatever theyd like and now there are so many new entrants into the market and the fact that theyre the biggest companies with the best talent and most money in the world its not great for them. Even if Nvidia and AMD arent disrupted if they had to cut prices by 10-30% it could cut that growth in profits in half over the"  
[X Link](https://x.com/WillBiddy_/status/2021716815798325654)  2026-02-11T22:43Z [---] followers, [--] engagements


"What is protecting every other chip maker from doing the exact same thing AMD is doing with due time is my real question. I see no switching costs network effects brand strength patents or brands that protect AMD in the coming years. I see it as a company who has to spend immensely to keep their 2nd place spot. If the AI cycle slows in the coming years or they lose any market share they will slow down incredibly fast"  
[X Link](https://x.com/WillBiddy_/status/2021723309923053964)  2026-02-11T23:09Z [---] followers, [--] engagements


"@FindleysFinance @Ashton_1nvests He cant buy them all"  
[X Link](https://x.com/WillBiddy_/status/2021734347435397492)  2026-02-11T23:53Z [---] followers, [--] engagements


"If you had to all in a SaaS stock without selling for the next [---] days which one would you pick $INTU $ADBE $NOW $CSU"  
[X Link](https://x.com/WillBiddy_/status/2019085048578773412)  2026-02-04T16:26Z [---] followers, [----] engagements


"Another massive earnings week for me I'm watching $SPOT and $SPGI before the bell on Tuesday and $TOST after the bell on Thursday"  
[X Link](https://x.com/WillBiddy_/status/2020846218361069718)  2026-02-09T13:04Z [---] followers, [---] engagements


"Thesis is still fully in tact by the way $SPGI"  
[X Link](https://x.com/WillBiddy_/status/2021227167309242628)  2026-02-10T14:18Z [---] followers, [----] engagements


"Last few times Ive checked the brokerage account it seems like $ADBE is in the red. Another red day today as this one cannot catch a bid Long term investors will be rewarded"  
[X Link](https://x.com/WillBiddy_/status/2021361783014113716)  2026-02-10T23:12Z [---] followers, [----] engagements


"I think I might be the only person with an X account that doesnt have a $ZETA position at this point Hope its a good investment for everyone"  
[X Link](https://x.com/WillBiddy_/status/2021365178378617278)  2026-02-10T23:26Z [---] followers, [---] engagements


"If you were to buy $MA Mastercard [--] years ago you would have paid $87 for one share. Each share would now be worth $540. You would have received $19 per share in dividends. Your dividend yield on cost would now be 3.5%. A true compounding machine sitting in plain sight"  
[X Link](https://x.com/WillBiddy_/status/2021551037476188538)  2026-02-11T11:45Z [---] followers, [----] engagements


"Another [--] Week low for $ADBE Pretty much have to take this one for consideration people"  
[X Link](https://x.com/WillBiddy_/status/2021601521050255606)  2026-02-11T15:05Z [---] followers, [----] engagements


"@CGInvesting10 The ones I see most are $ZETA $SOFI $AMD $IREN $HOOD"  
[X Link](https://x.com/WillBiddy_/status/2021639133106676194)  2026-02-11T17:35Z [---] followers, [---] engagements


"@QualCompounders Yes there are fears that Claude will compete heavily with their market intelligence and commodity insights businesses. I think it is very very unlikely that the ever enter that space"  
[X Link](https://x.com/WillBiddy_/status/2021688438974534068)  2026-02-11T20:50Z [---] followers, [--] engagements

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