# ![@WisedelCapital Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1462591065916067840.png) @WisedelCapital Wisedel Capital

Wisedel Capital posts on X about $payc, $meli, $knsl, $wsm the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1462591065916067840/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1462591065916067840/c:line/m:interactions.svg)

- [--] Week [-----] -45%
- [--] Month [-----] +653%
- [--] Months [------] -37%
- [--] Year [------] +86%

### Mentions: [--] [#](/creator/twitter::1462591065916067840/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1462591065916067840/c:line/m:posts_active.svg)

- [--] Week [--] +44%
- [--] Month [--] +140%
- [--] Months [--] -63%
- [--] Year [---] +42%

### Followers: [---] [#](/creator/twitter::1462591065916067840/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1462591065916067840/c:line/m:followers.svg)

- [--] Week [---] +2.10%
- [--] Month [---] +9.10%
- [--] Months [---] +26%
- [--] Year [---] +144%

### CreatorRank: [---------] [#](/creator/twitter::1462591065916067840/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1462591065916067840/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  68% [technology brands](/list/technology-brands)  29% [finance](/list/finance)  20% [cryptocurrencies](/list/cryptocurrencies)  13% [currencies](/list/currencies)  3% [fashion brands](/list/fashion-brands)  1% [luxury brands](/list/luxury-brands)  1% [automotive brands](/list/automotive-brands)  1%

**Social topic influence**
[$payc](/topic/$payc) #2, [$meli](/topic/$meli) #132, [$knsl](/topic/$knsl) #16, [$wsm](/topic/$wsm) 12%, [$asml](/topic/$asml) 11%, [asml](/topic/asml) 11%, [$fico](/topic/$fico) 7%, [$ma](/topic/$ma) #98, [$intu](/topic/$intu) 7%, [$zts](/topic/$zts) 7%

**Top accounts mentioned or mentioned by**
[@dimitrynakhla](/creator/undefined) [@qualityinvest5](/creator/undefined) [@invest091](/creator/undefined) [@thomaskuriano](/creator/undefined) [@dividenddynasty](/creator/undefined) [@pedrodcorreio](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@fiscalai](/creator/undefined) [@fiscorainvest](/creator/undefined) [@simeonresearch](/creator/undefined) [@beatriz190121](/creator/undefined) [@longequity](/creator/undefined) [@wisemancap](/creator/undefined) [@tinytoothdds](/creator/undefined) [@tintincapital](/creator/undefined) [@shivshankar3](/creator/undefined) [@qualityequities](/creator/undefined) [@qualtrim](/creator/undefined) [@chriswmayer](/creator/undefined) [@nataninvesting](/creator/undefined)

**Top assets mentioned**
[Paycom Software Inc (PAYC)](/topic/$payc) [MercadoLibre Inc (MELI)](/topic/$meli) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [Wall Street Memes (WSM)](/topic/$wsm) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Mastercard, Inc. (MA)](/topic/$ma) [Intuit Inc. (INTU)](/topic/$intu) [Zoetis Inc (ZTS)](/topic/$zts) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Microsoft Corp. (MSFT)](/topic/$msft) [Apple, Inc. (AAPL)](/topic/$aapl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Msci Inc (MSCI)](/topic/$msci) [VICI Properties, Inc. (VICI)](/topic/$vici) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Snap-on Incorporated (SNA)](/topic/$sna) [Cintas Corporation (CTAS)](/topic/$ctas) [Copart, Inc. (CPRT)](/topic/$cprt) [IDEXX Laboratories, Inc. (IDXX)](/topic/$idxx) [Duolingo, Inc.  (DUOL)](/topic/$duol) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Adappter Token (ADP)](/topic/$adp) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Starbucks Corporation (SBUX)](/topic/$sbux) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Ulta Beauty Inc (ULTA)](/topic/$ulta) [UnitedHealth Group (UNH)](/topic/$unh) [8B People vs [-----] Billionaires (8B)](/topic/$8b) [NuCypher (NU)](/topic/$nu) [Old Dominion Freight Line Inc (ODFL)](/topic/$odfl) [Synopsys, Inc. (SNPS)](/topic/$snps) [Bridge Mutual (BMI)](/topic/$bmi) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Netflix Inc (NFLX)](/topic/$nflx) [Ferrari N.V. (RACE)](/topic/$race)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@WisemanCap Look at $PAYC Just added more to my holding after year and a half of not buying"  
[X Link](https://x.com/WisedelCapital/status/2014208934014263416)  2026-01-22T05:30Z [---] followers, [---] engagements


"@TinyToothDDS Think you got wrong company my friend all points are false for $PAYC"  
[X Link](https://x.com/WisedelCapital/status/2016711166056104342)  2026-01-29T03:13Z [---] followers, [---] engagements


"@QualityInvest5 If it stays at current levels within my next paycheck Im 100% sure Ill start a position in $FICO"  
[X Link](https://x.com/WisedelCapital/status/2018847667158389130)  2026-02-04T00:42Z [---] followers, [--] engagements


"@DimitryNakhla Hi Dimitry What would you consider a fair value P/E for a company like $FICO 30x FWD P/E seems reasonable but for sure it can trade around 34x and still make a lot of sense considering the expected growth"  
[X Link](https://x.com/WisedelCapital/status/2018889605748261294)  2026-02-04T03:29Z [---] followers, [---] engagements


"@DimitryNakhla No love for $BKNG"  
[X Link](https://x.com/WisedelCapital/status/2019871046846017988)  2026-02-06T20:29Z [---] followers, [----] engagements


"@DimitryNakhla Thats why Im adding more to $MA at current levels and probably selling on from $PAYC to fund it as well"  
[X Link](https://x.com/WisedelCapital/status/2021220230643535946)  2026-02-10T13:50Z [---] followers, [---] engagements


"@Tintincapital Whats the reason on selling on from $PAYC"  
[X Link](https://x.com/WisedelCapital/status/2021317436230762834)  2026-02-10T20:16Z [---] followers, [---] engagements


"End of November update. Top [--] positions represent 57% of total portfolio. $ASML $GOOG $MELI Plan is to continue concentrate into highest convictions. FYI when the time comes I'll sell $PAYC due to lower quality vs rest of holdings. Enjoy the Holidays see you in '26"  
[X Link](https://x.com/WisedelCapital/status/1997342401875132684)  2025-12-06T16:28Z [---] followers, [---] engagements


"Portfolio update: - Added to $PAYC While SaaS is being hammered Paycom offers some MoS. I do think it's my lowest quality holding and when the time comes I'll probably reduce/exit my position - Started a 2.6% position in $MA Obviously plan is to increase it YTD return: +9.6%"  
[X Link](https://x.com/WisedelCapital/status/2016736672537596162)  2026-01-29T04:54Z [---] followers, [----] engagements


"Hope one day I can add $TDG $CTAS $CPRT or $INTU to my portfolio. Patiently waiting for a better starting valuation. In the meantime I'll continue to increase my $MELI holding. What are you currently buying"  
[X Link](https://x.com/WisedelCapital/status/1964400311247745249)  2025-09-06T18:48Z [---] followers, [---] engagements


"Did anyone bought $KNSL below 18x fwd P/E I did😃 I'll probably continue adding to $KNSL and $MELI this couple next days"  
[X Link](https://x.com/WisedelCapital/status/1999682445407563822)  2025-12-13T03:27Z [---] followers, [---] engagements


"@Shiv_Shankar3 Don't retake if I tweeted about it but I recently added some shares at an avg. cost of $370. For me $KNSL offers quite a compelling MoS below $400 This next Q print will be an interesting to watch for"  
[X Link](https://x.com/WisedelCapital/status/2021078742844760195)  2026-02-10T04:28Z [---] followers, [---] engagements


"@qualityequities @qualtrim Great entry point for $MSFT near $400. Im very tempted to sdd to it at current levels but Im building up my $MA position. $BKNG looks attractive here as well"  
[X Link](https://x.com/WisedelCapital/status/2023506302358700516)  2026-02-16T21:14Z [---] followers, [---] engagements


"@DimitryNakhla Man I have a dilemma between selling my smallest holding $ZTS to increase my $MELI one but I just cant do it because $ZTS is currently attractive as well"  
[X Link](https://x.com/WisedelCapital/status/1956435567438172508)  2025-08-15T19:19Z [---] followers, [---] engagements


"#Dividend growth investing isnt the holy grail. Since [----] its trailed the market (+219% vs +251%). The trade-off: safety & income but at the cost of total return. Sometimes the boring strategy really is just boring"  
[X Link](https://x.com/WisedelCapital/status/1957432040749437165)  2025-08-18T13:19Z [---] followers, [--] engagements


"Sold my smallest holding $ZTS for a 1% loss will be relocating funds to $MELI or might start a watcher position in $FICO"  
[X Link](https://x.com/WisedelCapital/status/1957812731601469576)  2025-08-19T14:31Z [---] followers, [---] engagements


"Increased my $MELI position to 16% of the portfolio on par with $ASML. Thesis remains intact: Flywheel of their commerce and payments ecosystem continues to accelerate growth and profitability. NO other company in LATAM has such a deep moat. Sold my smallest holding $ZTS for a 1% loss will be relocating funds to $MELI or might start a watcher position in $FICO Sold my smallest holding $ZTS for a 1% loss will be relocating funds to $MELI or might start a watcher position in $FICO"  
[X Link](https://x.com/WisedelCapital/status/1957988584524599375)  2025-08-20T02:10Z [---] followers, [---] engagements


"39 years compounding at a 20.4% annualized TSR for $WSM Impressive that had the highest drawdown of all -90% Best performing stocks of the last [--] years and their max drawdowns You'll appreciate this one @chriswmayer Sherwin-Williams is the only stock to have a max drawdown lower than the S&P 👀 https://t.co/XDijjxEWLQ Best performing stocks of the last [--] years and their max drawdowns You'll appreciate this one @chriswmayer Sherwin-Williams is the only stock to have a max drawdown lower than the S&P 👀 https://t.co/XDijjxEWLQ"  
[X Link](https://x.com/WisedelCapital/status/1957995023158456454)  2025-08-20T02:36Z [---] followers, [---] engagements


"@PedroDCorreio Hi Pedro Its not Love $ZTS it remains high within my watchlist specially from my investable universe in healthcare (+$IDXX). Sold it because Ill be more cash strapped next weeks and currently see $MELI with a better R/R over the longer term (higher conviction stock)"  
[X Link](https://x.com/WisedelCapital/status/1958028745110966470)  2025-08-20T04:50Z [---] followers, [--] engagements


"@PedroDCorreio Also $ZTS was my smallest holding (3%). I think I can build it again pretty quickly Are you a shareholder"  
[X Link](https://x.com/WisedelCapital/status/1958029418560880927)  2025-08-20T04:52Z [---] followers, [--] engagements


"@invest091 I love Laura Alber I strongly believe that she is one of the best retail CEO's out there. Her "digital-first not digital-only" philosophy was brilliant for $WSM success"  
[X Link](https://x.com/WisedelCapital/status/1958391603816473073)  2025-08-21T04:51Z [---] followers, [--] engagements


"Interesting how $DUOL was barely talked about then @joecarlsonshow bought in and now X is full of Duolingo bulls and bears"  
[X Link](https://x.com/WisedelCapital/status/1959002041696526806)  2025-08-22T21:17Z [---] followers, [----] engagements


"@DividendDynasty Massive $PYPL position Will Hope it becomes a great investment for you"  
[X Link](https://x.com/WisedelCapital/status/1959011079562105094)  2025-08-22T21:53Z [---] followers, [---] engagements


"Does anyone know if @fiscal_ai changed the way they report COGS EBIT & EBITDA Had my models with historical data from them and now it appears their data is different from what I put before. Does anyone has the same issue"  
[X Link](https://x.com/WisedelCapital/status/1959083725532119475)  2025-08-23T02:42Z [---] followers, [---] engagements


"@QualityInvest5 @fiscal_ai Hi Aria The excel photo is a previous version of the data I extracted from Intuit some months ago vs the Finchat photo which is how I currently see the data. Same revenues but different COGS every year. This happens with every excel model I made before Finchat recent update"  
[X Link](https://x.com/WisedelCapital/status/1959154147690750241)  2025-08-23T07:22Z [---] followers, [--] engagements


"@nataninvesting Didnt new you followed $WSM Natan Were you a shareholder"  
[X Link](https://x.com/WisedelCapital/status/1959321788829093916)  2025-08-23T18:28Z [---] followers, [--] engagements


"Anyone using @Quartr_App Pro in their investment proccess"  
[X Link](https://x.com/WisedelCapital/status/1959969007697629429)  2025-08-25T13:20Z [---] followers, [----] engagements


"@DimitryNakhla Hi Dimitry What would you consider a fair value PE multiple for $TDG. I'm currenlty considering 28x NTM P/E"  
[X Link](https://x.com/WisedelCapital/status/1964396680113246312)  2025-09-06T18:33Z [---] followers, [---] engagements


"@fiscorainvest $FICO is a fantastic ocmpany as well"  
[X Link](https://x.com/WisedelCapital/status/1964733991363498081)  2025-09-07T16:54Z [---] followers, [--] engagements


"@fiscorainvest @pennyinvests O wow Whats your $SONY thesis"  
[X Link](https://x.com/WisedelCapital/status/1965237333646787051)  2025-09-09T02:14Z [---] followers, [--] engagements


"I've been in the sidelines (from X) for some time & its clear: less time on the platform yields higher quality #investing decisions. Its about managing your defense against "activity bias" Less dedicated time here = less noise and fewer temptations to follow the wrong crowd"  
[X Link](https://x.com/WisedelCapital/status/1984092765375037461)  2025-10-31T02:59Z [---] followers, [---] engagements


"@Quality_stocksA Some of the highest quality companies imo are $V $ADP $PAYC $WSM $AMAT and $MSFT"  
[X Link](https://x.com/WisedelCapital/status/1774531629199048765)  2024-03-31T20:18Z [---] followers, [---] engagements


"@DividendDynasty $ULTA $SBUX $LULU $UNH and $PAYC"  
[X Link](https://x.com/WisedelCapital/status/1794790248133669287)  2024-05-26T17:58Z [---] followers, [---] engagements


"@DividendDynasty Why the selling of $PAYC"  
[X Link](https://x.com/WisedelCapital/status/1856505156860363096)  2024-11-13T01:11Z [---] followers, [---] engagements


"Portfolio update $PAYC 15.6% $KNSL 13.2% $ASML 12.4% (new holding) $WSM 10.0% $SCHD 9.5% $VOO 8.6% $MSFT 6.0% $MSCI 5.7% $BKNG 5.6% $VICI 4.8% $MELI 3.9% (new holding) $AAPL 3.2% $ZTS 1.5% Sold $SNA with 24% gain vs 19% S&P500 (in same period) Share with me your thoughts"  
[X Link](https://x.com/WisedelCapital/status/1871253593430573407)  2024-12-23T17:56Z [---] followers, [---] engagements


"Im selling $VICI to increase my position in $MELI Im [--] years old and thinking that theres plenty of time for me to harness compounding"  
[X Link](https://x.com/WisedelCapital/status/1872315256703488471)  2024-12-26T16:15Z [---] followers, [---] engagements


"Finally sold $SCHD been thinking about this for some time. My portfolio strategy currently stands between a mix of quality and dividend growth (except for $PAYC $KNSL & $MELI). With the extra funds I bought more $ASML and $MELI today. $ASML is now my largest investment🎉"  
[X Link](https://x.com/WisedelCapital/status/1872703803268710506)  2024-12-27T17:59Z [---] followers, [---] engagements


"@themattharbaugh [--]. $ASML [--]. $PAYC [--]. $KNSL"  
[X Link](https://x.com/WisedelCapital/status/1873218632907669716)  2024-12-29T04:04Z [---] followers, [---] engagements


"End-of-Year Portfolio Update🎯 My top [--] positions now make up 67%: $ASML - 17.7% $PAYC - 15.6% $KNSL - 13.3% $MELI - 10.9% $WSM - 10.1% After consolidating my portfolio Im down to [--] holdings; sold $SCHD $VICI and $SNA to fund other positions in Dec What are your thoughts"  
[X Link](https://x.com/WisedelCapital/status/1873876986139205782)  2024-12-30T23:41Z [---] followers, [----] engagements


"@DimitryNakhla @ric67810444 Have you considered holding $PAYC"  
[X Link](https://x.com/WisedelCapital/status/1887612439354875913)  2025-02-06T21:20Z [---] followers, [---] engagements


"@DimitryNakhla Im tempted to start a small position at current levels Do you currently have $INTU in your portfolio"  
[X Link](https://x.com/WisedelCapital/status/1889738117009084830)  2025-02-12T18:07Z [--] followers, [---] engagements


"@sigmazerocap Tomorrows reaction will be interesting👀 No doubt the growth slowdown is somewhat disappointing but with strong margins & retention $PAYC is still a high-quality business. Personally think that they're being concervative with their guidance due to the annual transition"  
[X Link](https://x.com/WisedelCapital/status/1889893216461398460)  2025-02-13T04:23Z [---] followers, [---] engagements


"Soo you're telling me $PAYC guided for smaller revenue growth through '24 (9%) but still managed to grow EBITDA by 55% Diluted EPS by 51% AND FCFPS by 20% What a bargain it was in the 140s high margin business with high predictibility; updated FV to $220 from $195"  
[X Link](https://x.com/WisedelCapital/status/1890292909288853553)  2025-02-14T06:52Z [---] followers, [---] engagements


"@SimeonResearch_ @Beatriz190121 Probably doesnt matter as much as you think if $KNSL keeps growing faster than the industry. E&S is a cyclical market and were currently ending a hard market period (higher premiums stricter underwriting) Industry is heading to a softer market opportunities could arise"  
[X Link](https://x.com/WisedelCapital/status/1890470745769148551)  2025-02-14T18:38Z [--] followers, [---] engagements


"@conartistkehoe @SimeonResearch_ @Beatriz190121 It has happened in the past and look where $KNSL is rn short term industry problems arise investing opportunities"  
[X Link](https://x.com/WisedelCapital/status/1890866600363823593)  2025-02-15T20:51Z [--] followers, [---] engagements


"@neolepremier Hi Diego When Im screening a company I use Finchat and Morningstar But when I want to really take a deep dive I go through the investor relations section from the company and look for the latest annual report and quaterly filings as well as investor day presentations"  
[X Link](https://x.com/WisedelCapital/status/1891513757479604340)  2025-02-17T15:43Z [--] followers, [--] engagements


"$AAPL is my smallest holding (3%) and it's trading at $244 updated my FV to $170 from $165 Expected IRR: 4% Reverse DCF implies a 32% FCF growth over next 5Y years well above the 5% CAGR of past 5Y Are you buying holding or selling Let me know"  
[X Link](https://x.com/WisedelCapital/status/1892084061058793962)  2025-02-19T05:29Z [--] followers, [--] engagements


"I'm holding for now not planning to add into it unless it drops by a lot. If $BKNG or $MELI drop after reporting I'd probably sell $AAPL to increase those positions but they would need to crash for me to pull the trigger"  
[X Link](https://x.com/WisedelCapital/status/1892084062421922253)  2025-02-19T05:29Z [--] followers, [--] engagements


"@DimitryNakhla Hi Dimitry Really appreciate your content Im contemplating selling of $AAPL due to valuation and future growth expectations any advise on this decision Its my smallest holding (3%) Also would like to know what do you think of $WSM its gone too high recently for me"  
[X Link](https://x.com/WisedelCapital/status/1892405258686435425)  2025-02-20T02:45Z [--] followers, [--] engagements


"@DimitryNakhla Great numbers for $BKNG its a shame I didnt bought a full position in it currently about 5% of my portfolio"  
[X Link](https://x.com/WisedelCapital/status/1892735883226370136)  2025-02-21T00:39Z [--] followers, [---] engagements


"A stellar year for $BKNG the travel giant powered by a robust business model and a widening moat. $24B revenue (+11% YoY) $166B gross bookings (+10%) and adj. EPS up 23% to $181.68 Updated fair value to $4600 from $4350 Here some thoughts on recent results:"  
[X Link](https://x.com/WisedelCapital/status/1893346131679043604)  2025-02-22T17:04Z [--] followers, [--] engagements


"Bookings scale is unmatched: 261M room nights in Q4 alone (+13% YoY) with $166B in bookings for [----] Its global network (220+ countries) and brands like Priceline and Agoda create a flywheelmore users more partners more data (simple but powerful) http://Booking.com http://Booking.com"  
[X Link](https://x.com/WisedelCapital/status/1893346133709111403)  2025-02-22T17:04Z [--] followers, [--] engagements


"$BKNGs proprietary data + new efforts in AI innovation like trip planners and smart filters enhance user experience locking in loyalty while competitors play catch-up this will shield its expanding moat"  
[X Link](https://x.com/WisedelCapital/status/1893346136410231279)  2025-02-22T17:04Z [--] followers, [--] engagements


"Business model strength: Merchant mix hit 65% of bookings in [----] boosting margins (adj. EBITDA +17% to $8B+). Alternative accommodations grew high-teens and air tickets soared 52% in Q4. Diversified revenue streams solidify its edge in a $1T+ travel market"  
[X Link](https://x.com/WisedelCapital/status/1893346138205360589)  2025-02-22T17:04Z [--] followers, [--] engagements


"Final thoughts: $BKNGs moat isnt just sizeits execution and excellence in capital allocation. AI-driven personalization a sticky loyalty program (Genius) and operational leverage (23% EPS growth vs. 11% revenue) signal long-term dominance"  
[X Link](https://x.com/WisedelCapital/status/1893346148351369388)  2025-02-22T17:04Z [--] followers, [--] engagements


"Undecided about what to do with my 3% cash Part of me wanted for $INTU to drop AH. From my watchlist $KNSL seems to be the best opportunity What company do you consider it to be at an attractive level / valuation"  
[X Link](https://x.com/WisedelCapital/status/1894627701039694086)  2025-02-26T05:56Z [---] followers, [---] engagements


"@ThomasKuriano Hi Thomas Great watchlist of high quality companies you have there Didnt pulled the trigger yesterday with $INTU and Im regretting not buying it"  
[X Link](https://x.com/WisedelCapital/status/1894795750657479133)  2025-02-26T17:04Z [---] followers, [--] engagements


"@simonseverino $NU is very interesting but Id rather buy more $MELI (Mercado Pago)"  
[X Link](https://x.com/WisedelCapital/status/1894862512358859018)  2025-02-26T21:30Z [---] followers, [---] engagements


"@DimitryNakhla Are you buying Dimitry Some interesting opportunities are arising Currently building a position in $GOOGL and closely following $ODFL $SNPS and $INTU"  
[X Link](https://x.com/WisedelCapital/status/1896719249730863535)  2025-03-04T00:28Z [---] followers, [---] engagements


"Analyzing my portfolio's IRR trends: 1.Notice a pattern where time in quality stocks ( $WSM $MSFT $PAYC) correlates with higher returns [--]. Shorter durations (1yr) = more IRR variability [--]. $ZTS & $GOOGL's intrinsic quality will drive outperformance and catch up with time"  
[X Link](https://x.com/WisedelCapital/status/1924152735999397989)  2025-05-18T17:18Z [---] followers, [---] engagements


"Excited for tomorrow's $MSCI 2Q25 results Current FV around 460s Avg. cost is around $488. Would love to add to it between $450-500 level. What do you think about $MSCI"  
[X Link](https://x.com/WisedelCapital/status/1947519864777633913)  2025-07-22T04:51Z [---] followers, [----] engagements


"July Portfolio Update Here's a quick snapshot of the portfolio and key moves made during July. 👇📷 #StockMarket #PortfolioUpdate #Investing"  
[X Link](https://x.com/WisedelCapital/status/1951088725108129861)  2025-08-01T01:12Z [---] followers, [----] engagements


"Love how the market works. $PAYC reports a very solid 2Q25 + new feature IWant stock pops and now it's right back where it started. 🤷♂ Will be sharing my updated fair value estimate soon"  
[X Link](https://x.com/WisedelCapital/status/1955012204702396874)  2025-08-11T21:03Z [---] followers, [---] engagements


"@invest091 I'm no expert here Michael but my logic tells me analysts don't know how to forecast $PAYC financials"  
[X Link](https://x.com/WisedelCapital/status/1958394906327609827)  2025-08-21T05:05Z [---] followers, [--] engagements


"Looks like $KNSL wasnt invited to the party 😂 Undervalued by 5% Ill probably add to it next couple of days is price continues declining"  
[X Link](https://x.com/WisedelCapital/status/1959010768588087366)  2025-08-22T21:52Z [---] followers, [---] engagements


"@QualityInvest5 Bought into $PAYC around May '23 and added during the Beti Dip in Q1 & Q2 in '24. Cost basis sits at $164"  
[X Link](https://x.com/WisedelCapital/status/1959155353716752626)  2025-08-23T07:26Z [---] followers, [--] engagements


"@invest091 Hey Michael I like the company as well here is my initial snapshot of $BMI Probably I'm being too concervative with the FV could become more interesting below $140"  
[X Link](https://x.com/WisedelCapital/status/1963098547894763743)  2025-09-03T04:35Z [---] followers, [---] engagements


"@0xtechquity I'm 100% sure he's adding again to $KNSL atm"  
[X Link](https://x.com/WisedelCapital/status/1971425136059482178)  2025-09-26T04:02Z [---] followers, [---] engagements


"@TSOH_Investing $KNSL is a fantastic business with a long term mgmt. Are you adding at current levels Francois R. has been a buyer for past couple of Qs"  
[X Link](https://x.com/WisedelCapital/status/1971425543401898153)  2025-09-26T04:04Z [---] followers, [---] engagements


"@long_equity Solid I own $WSM $GOOGL & $PAYC"  
[X Link](https://x.com/WisedelCapital/status/1975414346965549232)  2025-10-07T04:14Z [---] followers, [---] engagements


"@QualityInvest5 Are you buying Aria I was tempted to start a position but Id rather increase my $MELI holding"  
[X Link](https://x.com/WisedelCapital/status/1983377055875314033)  2025-10-29T03:35Z [---] followers, [----] engagements


"@ThomasKuriano I think that during soft markets is the best time to add to top quality insurers like $KNSL that have best in class combined ratios and cost structures. Nobody can predict the future but time will tell if this is a good or bad entry point"  
[X Link](https://x.com/WisedelCapital/status/1986065666911215912)  2025-11-05T13:38Z [---] followers, [---] engagements


"@DimitryNakhla Hi Dimitry Any preference of yours for using TIKR over something like Fiscal"  
[X Link](https://x.com/WisedelCapital/status/1987395647381914033)  2025-11-09T05:43Z [---] followers, [--] engagements


"@Arkalos77 We bought $PAYC at similar cost basis"  
[X Link](https://x.com/WisedelCapital/status/1994789870653313429)  2025-11-29T15:25Z [---] followers, [---] engagements


"@DimitryNakhla Where would $MELI be"  
[X Link](https://x.com/WisedelCapital/status/2007865952155972012)  2026-01-04T17:25Z [---] followers, [---] engagements


"@FluentInQuality Currently $ASML represents 24% of my portfolio. No plan on selling shares just buying more of other holdings to naturally rebalance it"  
[X Link](https://x.com/WisedelCapital/status/2014454447557247273)  2026-01-22T21:45Z [---] followers, [--] engagements


"@DimitryNakhla Uff Id love to be an $ISRG shareholder one day"  
[X Link](https://x.com/WisedelCapital/status/2014479322950582378)  2026-01-22T23:24Z [---] followers, [---] engagements


"Did Finchat blocked copy & paste function Anyone knows"  
[X Link](https://x.com/WisedelCapital/status/1976459056970862932)  2025-10-10T01:25Z [---] followers, [---] engagements


"Some portfolio changes. - Sold $MSCI for an average IRR of 11% - With the proceeds I increased my $MELI and $KNSL positions which I consider undervalued and may offer higher R/R than MSCI (probably with more volatility). Portfolio down to [--] stocks + [--] ETF"  
[X Link](https://x.com/WisedelCapital/status/1991665804161478774)  2025-11-21T00:31Z [---] followers, [----] engagements


"RT @DimitryNakhla: This software sell-off is something to behold A broad drawdown with massive multiple compression across an entire secto"  
[X Link](https://x.com/WisedelCapital/status/2012544106476540155)  2026-01-17T15:14Z [---] followers, [--] engagements


"Anyone know whats the problem with Judges Scientific $JDG.L"  
[X Link](https://x.com/WisedelCapital/status/2014707120760094970)  2026-01-23T14:29Z [---] followers, [----] engagements


"@BourbonCap Tomorrow Ill add to my $KNSL position 😏"  
[X Link](https://x.com/WisedelCapital/status/1996065432550379587)  2025-12-03T03:54Z [---] followers, [---] engagements


"@ThomasKuriano $MA for me is fairly valued at $500 but dont mind starting a position below $550 Other possibility could be adding to $PAYC at current levels"  
[X Link](https://x.com/WisedelCapital/status/2012243589267378205)  2026-01-16T19:20Z [---] followers, [--] engagements


"@long_equity Looking to start a new position havent made my mind yet but $MA $FICO and $NFLX are compelling rn"  
[X Link](https://x.com/WisedelCapital/status/2014485281626357952)  2026-01-22T23:48Z [---] followers, [---] engagements


"@DimitryNakhla Are these all companies you own Dimitry All with lots of quality to spare 🤩"  
[X Link](https://x.com/WisedelCapital/status/2015557760625283422)  2026-01-25T22:49Z [---] followers, [---] engagements


"@DimitryNakhla Ill probably start a position in $MA or $FICO havent decided yet"  
[X Link](https://x.com/WisedelCapital/status/2015557978506838251)  2026-01-25T22:50Z [---] followers, [---] engagements


"@DimitryNakhla Love this Dimitry What would be an great incremental margin to look for when evaluating a company Also mix this with a high ROCE and FCF conversion and probably you get a wonderful company to make a deeper dive into"  
[X Link](https://x.com/WisedelCapital/status/2017245132865827035)  2026-01-30T14:34Z [---] followers, [---] engagements


"Is $WSM in line for a double whammy during next week [--]. Higher tariffs on furniture are being evaluated [--]. Williams Sonoma reports 2Q'25 and currently trades at a higher multiple than L5Y avg. FV: $135"  
[X Link](https://x.com/anyuser/status/1959355578922201343)  2025-08-23T20:42Z [---] followers, [---] engagements


"FV increased to $142. Williams Sonoma indeed ended the week below by -7.5%. As always $WSM focusing on the long term. Is $WSM in line for a double whammy during next week [--]. Higher tariffs on furniture are being evaluated [--]. Williams Sonoma reports 2Q'25 and currently trades at a higher multiple than L5Y avg. FV: $135 https://t.co/8IN1gjo4E8 Is $WSM in line for a double whammy during next week [--]. Higher tariffs on furniture are being evaluated [--]. Williams Sonoma reports 2Q'25 and currently trades at a higher multiple than L5Y avg. FV: $135 https://t.co/8IN1gjo4E8"  
[X Link](https://x.com/anyuser/status/1962245362963341770)  2025-08-31T20:05Z [---] followers, [---] engagements


"RT @joecarlsonshow: A few facts about ASML's $ASML moat: - The core of ASML moat is hard science. Printing patterns [--] nanometers apart on"  
[X Link](https://x.com/WisedelCapital/status/1964852180978139275)  2025-09-08T00:43Z [---] followers, [---] engagements


"$RACE quality snapshot. "We don't sell a car we sell a dream" Here's an incredible clip of $RACE's former Chairman Luca Cordero di Montezemolo delivering a speech on the key elements of Ferrari's success. Luca started his journey within Ferrari back in [----] as the personal assistent of Enzo Ferrari https://t.co/neqXI0dUNu "We don't sell a car we sell a dream" Here's an incredible clip of $RACE's former Chairman Luca Cordero di Montezemolo delivering a speech on the key elements of Ferrari's success. Luca started his journey within Ferrari back in [----] as the personal assistent of Enzo Ferrari"  
[X Link](https://x.com/WisedelCapital/status/1969512539013660854)  2025-09-20T21:22Z [---] followers, [---] engagements


"Been some time since I last posted. YTD return sits at 20% Haven't added any new stock. I've been buying $MELI & $KNSL during last couple of weeks tho. Remember to keep buying great companies and do nothing (point in case with $ASML & $GOOGL recently)"  
[X Link](https://x.com/WisedelCapital/status/1974562351216214255)  2025-10-04T19:48Z [---] followers, [----] engagements


"Still I'll be sharing portfolio movements from time to time. The goal is to inform not entertain. For example I'll probably start buying again $KNSL $420. Usually the best time to add to insurers is during a soft market"  
[X Link](https://x.com/WisedelCapital/status/1984093547751207226)  2025-10-31T03:02Z [---] followers, [---] engagements


"Rational markets. $PAYC Some interesting opportunities developing: $MELI $KNSL and now Paycom"  
[X Link](https://x.com/anyuser/status/1986667460674703727)  2025-11-07T05:30Z [---] followers, [----] engagements


"After todays buys $ASML and $MELI account for mor than 40% of my portfolio 💼"  
[X Link](https://x.com/anyuser/status/2001157399244165258)  2025-12-17T05:07Z [---] followers, [---] engagements


"Tempted in starting [--] new positions $INTU & $MA Probably starting with $MA Current thoughts people"  
[X Link](https://x.com/anyuser/status/2011969541811929510)  2026-01-16T01:11Z [---] followers, [---] engagements


"Btw haven't sold any shares of $ASML or $GOOGL and don't plan to currently sitting at +106% and +111% returns respectively"  
[X Link](https://x.com/anyuser/status/2016736674181718329)  2026-01-29T04:54Z [---] followers, [---] engagements


"@ThomasKuriano Hard to tell if a 5% difference in price is a buy or hold for $KNSL I feel comfortable adding to it [---] and looks like Francois Rochon feels the same way. Also seems like investors (including me) don't know how to properly value Kinsale Capital they beat EPS in last 19/20 Qs"  
[X Link](https://x.com/WisedelCapital/status/1959273826451108344)  2025-08-23T15:17Z [---] followers, [---] engagements


"I'm implementing @RyanHoliday's notecard system for my investment process. The GOAL: build a durable long-term memory for my investment ideas"  
[X Link](https://x.com/WisedelCapital/status/1960202720448594346)  2025-08-26T04:48Z [---] followers, [---] engagements


"Williams Sonoma CEO Laura Alber on their tariff mitigation efforts. $WSM"  
[X Link](https://x.com/WisedelCapital/status/1962368957291036729)  2025-09-01T04:16Z [---] followers, [---] engagements

### Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}
```

Schema:

+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```



Example response:

```json
{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned




---

### Creator Time Series

https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1

Get time series data on a creator.

input parameters:

+ **network**: _Influencer social network_ **required**
+ **id**: _The unique id or screen name of the creator_ **required**
+ **bucket**: _bucket time series data into hours or days. default is hours._ 
+ **interval**: _Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored._ 
+ **start**: _The start time (unix timestamp) to go back to._ 
+ **end**: _The end time (unix timestamp) to stop at._ 

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
```



Example response:

```json
{
  "config": {
    "network": "twitter",
    "influencer_id": "twitter::988992203568562176",
    "interval": "1w",
    "start": 1769990400,
    "end": 1770681600,
    "bucket": "hour",
    "name": "lunarcrush",
    "remote_api": "danode1-13",
    "generated": [----------]
  },
  "data": [
    {
      "time": 1769990400,
      "followers": 305326,
      "interactions": 717,
      "posts_active": 14,
      "creator_rank": [------]
    }
  ]
}
```

Schema:

+ **config**: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
+ **network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **interval**: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
+ **start**: Start/from unix timestamp (in seconds)
+ **end**: End/to unix timestamp (in seconds)
+ **bucket**: Data is generally bucketed into hours or days
+ **name**: The full name of the asset
+ **generated**: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
+ **time**: A unix timestamp (in seconds)
+ **followers**: The number of publicly displayed followers the creator has
+ **interactions**: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
+ **posts_active**: number of unique social posts with interactions
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions




---

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing