# ![@faloJC2 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1917412832087261184.png) @faloJC2 LandoFosho

LandoFosho posts on X about in the, asml, $uber, company the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1917412832087261184/interactions)
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- [--] Week [-----] -57%
- [--] Month [------] -50%
- [--] Months [------] +5,242%

### Mentions: [--] [#](/creator/twitter::1917412832087261184/posts_active)
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- [--] Months [--] +106%

### Followers: [---] [#](/creator/twitter::1917412832087261184/followers)
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- [--] Week [---] -0.77%
- [--] Month [---] +16%
- [--] Months [---] +659%

### CreatorRank: [---------] [#](/creator/twitter::1917412832087261184/influencer_rank)
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### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [countries](/list/countries) 

**Social topic influence**
[in the](/topic/in-the), [asml](/topic/asml), [$uber](/topic/$uber), [company](/topic/company), [cash flow](/topic/cash-flow), [$googl](/topic/$googl), [hold](/topic/hold), [hope](/topic/hope), [$now](/topic/$now), [$fico](/topic/$fico)

**Top accounts mentioned or mentioned by**
[@fiscorainvest](/creator/undefined) [@qualtrim](/creator/undefined) [@thelongaj](/creator/undefined) [@dividendsponge](/creator/undefined) [@jordaninvests](/creator/undefined) [@jagerhokie](/creator/undefined) [@alexkosmon](/creator/undefined) [@jordan_invests](/creator/undefined)

**Top assets mentioned**
[Uber Technologies, Inc. (UBER)](/topic/$uber) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Now Coin (NOW)](/topic/$now) [Fair Isaac, Corp. (FICO)](/topic/$fico) [MercadoLibre Inc (MELI)](/topic/$meli) [ServiceNow Inc (NOW)](/topic/servicenow) [Spotify Technology (SPOT)](/topic/$spot) [Microsoft Corp. (MSFT)](/topic/microsoft) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Duolingo, Inc.  (DUOL)](/topic/$duol)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Meli- It's dominant position in Latin Americas e-commerce and fintech markets where low digital penetration offers significant growth potential. Its [----] revenue grew 37.5% driven by e-commerce and fintech. MELIs logistics and network effects create a strong competitive moat"  
[X Link](https://x.com/faloJC2/status/1917422542026858711)  2025-04-30T03:35Z [--] followers, [--] engagements


"Amzn- Its unparraled leadership in e-commerce and cloud computing through AWS and advertising which together drive consistent revenue growth. Its ability to innovatespanning logistics AI and streamingensures long-term scalability in high-growth sectors"  
[X Link](https://x.com/faloJC2/status/1917422543528472725)  2025-04-30T03:35Z [--] followers, [--] engagements


"UBER- Has a dominant market position in the ride hailing business and a duopoly in the food delivery business. Its valuation is absurd for its growth P/E of [--] with EPS growth rates of 20% plus. I was buying around [--] per share when it was at [--] P/E"  
[X Link](https://x.com/faloJC2/status/1917422546468716923)  2025-04-30T03:35Z [--] followers, [--] engagements


"ASML - ASMLs moat comes from its monopoly on extreme ultraviolet (EUV) lithography machines essential for producing advanced semiconductor chips with a 90%+ market share and no competitors. While also trading at [--] P/E growing EPS at 20% plus"  
[X Link](https://x.com/faloJC2/status/1917422547794088072)  2025-04-30T03:35Z [--] followers, [--] engagements


"Adyen's impressive financials 📈 From Dec '15 to Dec '24 revenue skyrocketed from 100.2M to 2014.9M (CAGR: 39.54%) gross profit rose from 63.4M to 1321.2M (CAGR: 40.08%) and net income surged from 33.6M to 925.2M (CAGR: 44.49%).💪 That is 65% gross margins and 46% net income margins with revenue forecasted by the company to grow by [--] percent in the coming years. I will be doing more research into this company. #Adyen #Fintech #Growth"  
[X Link](https://x.com/faloJC2/status/1929264280840364410)  2025-06-01T19:50Z [--] followers, [---] engagements


"Adyen is a company I have been researching lately. Here are my thoughts on the company. [--]. Moat - When it comes to the moat of Adyen I think a major part of it is their in-house technology stack built by Adyen from scratch to address the complications and complexities of global payments. Unlike its competitors like PayPal and Stripe who often rely on old legacy systems or acquisitions that create fragmented codebases. A fragmented codebase slows down feature development because teams must work across multiple systems that dont communicate together seamlessly Adyens single unified platform"  
[X Link](https://x.com/faloJC2/status/1930847980636008723)  2025-06-06T04:43Z [--] followers, [--] engagements


"$MELIs 60x P/E seems expensive but heavy reinvestment in logistics & fintech hides its true profit power. MELI is always looking to maximize long term profits even at the expense of short term profits which could make the multiples look more expensive. Example they just announced they will be lowering their free shipping on any order over [-----] to any over [----] this is to drive out competition and gain market share. This will probably hurt short term margins but is better for the business long term. I think MELI is a similar story to Amazon where on a PE basis it will look expensive but when"  
[X Link](https://x.com/faloJC2/status/1931363225955631587)  2025-06-07T14:50Z [--] followers, [--] engagements


"Portfolio Update 6/7/2025 Added a new position in ADYEN really like this company and am actively building a position. (would like to get this to a 15% weighting) Added to ASML as I am building out this position as well. (would also like to get to a 15% weighting) Lastly I added a bit to Amazon and UBER. I plan on adding to ASML and ADYEN preferably if I can get any dips on these. If uber drops back to the mid 70s I would consider adding. As for MELI I would add around the [----] range If Amazon dips to the mid 180s I would also consider adding As for Google I am comfortable holding this"  
[X Link](https://x.com/faloJC2/status/1931544021647679911)  2025-06-08T02:49Z [--] followers, [--] engagements


"ASML is one of my holdings in my portfolio its moat and growth tailwinds of advanced semiconductor node demand AI adoption IoT/5G expansion automotive electrification and High-NA EUV adoption create a multi-decade growth runway. (🧵Thread Below)"  
[X Link](https://x.com/faloJC2/status/1932281537912881402)  2025-06-10T03:39Z [--] followers, [--] engagements


"First let's talk about the Moat (which is the best I've ever seen) ASMLs moat begins with its trailblazing development of EUV lithography a technology that uses light with a 13.5-nanometer wavelength to etch microscopic patterns on silicon wafers enabling chips at 3nm and below. This innovation refined over [--] years with a $10 billion R&D investment is unmatched by competitors. This massive Technological lead ASML has protects them from any competitors simply because no one has the capability to do what ASML does. ASML had invested billions of dollars over decades making it so competitors are"  
[X Link](https://x.com/faloJC2/status/1932281540370719048)  2025-06-10T03:39Z [--] followers, [--] engagements


"Revenue growth drivers [--]. The semiconductor industrys shift to smaller more efficient nodes (3nm 2nm) requires ASMLs extreme ultraviolet lithography (EUV) machines the only technology capable of etching patterns below 7nm. This demand is fueled by the need for high-performance chips in AI data centers and mobile devices. [--]. The AI revolution with models like ChatGPT and Nvidias H100 chips has boosted a spike in data center investments. Global AI hardware spending is expected to rise from $50 billion in [----] to $150 billion by [----] requiring advanced lithography for dense transistor layouts."  
[X Link](https://x.com/faloJC2/status/1932281542283231732)  2025-06-10T03:39Z [--] followers, [--] engagements


"Financials Revenue growth over the last [--] years Free cash flow per share growth ROCE in the last [--] years ASML gross margin in [----] was 51.28% and profit margin was 26.79"  
[X Link](https://x.com/faloJC2/status/1932281544455893494)  2025-06-10T03:39Z [--] followers, [--] engagements


"Valuation - As if it didn't need to get any better. it does. ASML is currently trading at a low valuation a PE Of [-----] low compared to its historical PE. Free cash flow yield is high sitting at 3%. For a company with this wide of a Moat and this fast of revenue and EPS growth I think a PE of 45-50 and a free cash flow yield of 1.5-2% is fair"  
[X Link](https://x.com/faloJC2/status/1932281547761082554)  2025-06-10T03:39Z [--] followers, [--] engagements


"In conclusion ASML has the widest moat I have researched so far and has ample runway for growth in the coming decades. All of this with a not so demanding valuation. In my opinion ASML is a buy today and will outperform the market over the next decade"  
[X Link](https://x.com/faloJC2/status/1932281550659293633)  2025-06-10T03:39Z [--] followers, [--] engagements


"Copart is on the top of my watchlist right now. It is a super consistent company with strong revenue and free cash flow growth with a good management team that allocates capital very well. Copart benefits from network effects with their large network of locations this connects buyers (dealers dismantlers and individuals) and sellers (insurance companies charities dealerships individuals and fleet operators). The more buyers and sellers it attracts the more valuable the platform becomes creating a self-reinforcing cycle thats hard for new entrants to replicate. It also benefits from switching"  
[X Link](https://x.com/faloJC2/status/1942393967829508502)  2025-07-08T01:23Z [--] followers, [--] engagements


"Portfolio Update 9/18/2025 I sold out of Adyen and use those proceeds to buy more ASML. ASML got down to [---] per share and the risk reward was too good to pass up. The stock is currently [---] per share so I think I my decision was correct. (I still think Adyen is a great company and it is on my watchlist). Google has rocketed up since the last update and is now firmly my number [--] position. Current stocks I am interested in are Duolingo and Remitly Global (ticker RELY). Time weighted return YTD My portfolio +28.83% S&P [---] +12.47% Money Weighted return YTD My portfolio 31.25% Portfolio Value"  
[X Link](https://x.com/faloJC2/status/1968533942144770367)  2025-09-18T04:34Z [--] followers, [--] engagements


"Intuitive Surgical is a stock that has recently come to my attention. I have been looking into the business its fundamentals and moat. (Thread Below🧵)"  
[X Link](https://x.com/faloJC2/status/1970699929543942337)  2025-09-24T04:00Z [--] followers, [--] engagements


"Growth Prospects/ Fundamentals ISRG projects 15.517% worldwide da Vinci procedure growth for [----] slightly refined from earlier 1517% guidance. The Ion endoluminal system for lung biopsies is a standout with 52% YoY procedure growth in Q2 [----]. The launch of the da Vinci [--] cleared by the FDA in March [----] is a major growth engine. In [----] ISRG placed [---] da Vinci [--] systems with [---] in Q4 alone and over [-----] procedures were performed across [--] procedure types by 2500+ surgeons. ISRG is capitalizing on underpenetrated markets particularly in Asia and Europe. As of Q2 [----] the global installed"  
[X Link](https://x.com/faloJC2/status/1970699936078405776)  2025-09-24T04:00Z [--] followers, [--] engagements


"@fiscorainvest I think Spotify is a high quality business and I understand why you own it but I am struggling with the valuation. What growth rates are you assuming to justify its current valuation. I just think this stock is priced to perfection"  
[X Link](https://x.com/faloJC2/status/1975640539652624471)  2025-10-07T19:13Z [--] followers, [--] engagements


"Im planning to add Pro Medicus $PME.AX to my portfolio very soon. I first heard about it from @fiscorainvest so I decided to do a deep dive. Honestly I was shocked. The financials competitive advantage (Moat) growth runway and management are all world-class. 🧵In this thread Ill break down why I think this is as perfect as a business can get. (This is a deep dive/longest post on a company yet) https://twitter.com/i/web/status/2000055989630795871 https://twitter.com/i/web/status/2000055989630795871"  
[X Link](https://x.com/faloJC2/status/2000055989630795871)  2025-12-14T04:11Z [---] followers, [----] engagements


"Portfolio Update 12/20/2025 [--]. I sold out of all my Duolingo position at a 20% gain. I still like Duolingo at these prices the reason for this is I found a company in Pro Medicus that I think is much higher quality and I have higher conviction on and wanted to raise cash. I also took some of this cash and added more to MELI around [----] a share. [--]. I bought a starter position in Pro Medicus and will continue to DCA into the company if it continues to fall. [--]. I normally do not like selling out of companies quickly like I did with Duolingo and subscribe to the philosophy of If you don't want to"  
[X Link](https://x.com/faloJC2/status/2002575464020222171)  2025-12-21T03:02Z [---] followers, [----] engagements


"Google is one of the companies I own and a lot of investors are saying it is going to be disrupted. The numbers just simply state otherwise (so far). from Dec [----] to Q1 [----] revenue skyrocketed from $74.989B to $359.713B (CAGR: 18.46%) gross profit rose from $46.825B to $210.758B (CAGR: 17.65%) and net income surged from $16.348B to $110.996B (CAGR: 22.99%) 💪 Thats a strong 58.6% gross margin and 30.3% net income margin in [----] with revenue growth projected at 10-12% for [----]. I believe this business is trading at a valuation cheap enough to offset search disruption risks (PE of 19.49)."  
[X Link](https://x.com/faloJC2/status/1934361921722962304)  2025-06-15T21:26Z [---] followers, [---] engagements


"Business Overview Intuitive Surgical designs produces and markets robotic systems like the da Vinci and Ion platforms which help surgeons perform minimally invasive procedures with greater accuracy benefiting patients undergoing surgeries such as hysterectomies prostate removals and lung biopsies. Additionally the company offers surgical instruments accessories and digital solutions including the My Intuitive app to enhance support for hospitals and surgeons. Intuitive makes money three primary ways Instruments and accessories 62% Systems like da Vinci and Ion 27% and services 11% of revenue."  
[X Link](https://x.com/faloJC2/status/1970699931678539843)  2025-09-24T04:00Z [--] followers, [--] engagements


"Moat 🏰 Intuitive Surgical da Vinci systems have high switching costs due to their deep integration into hospital workflows extensive surgeon training requirements and long-term service contracts. Once a hospital invests in a da Vinci system the costs of retraining staff replacing proprietary instruments and transitioning to a competitors system are prohibitively high. The installed base grew to [-----] systems by Q1 [----] a 15% increase year-over-year indicating strong customer retention and dependence. The recent introduction of the da Vinci [--] system with advanced features like force feedback"  
[X Link](https://x.com/faloJC2/status/1970699934102847590)  2025-09-24T04:00Z [--] followers, [--] engagements


"@fiscorainvest I agree I think Meta will do great from here. Only problem for me is 30% of portfolio is google and I feel like there is a lot overlap between them in the advertising market. If i didnt own google I would buy meta"  
[X Link](https://x.com/faloJC2/status/1983720686318493865)  2025-10-30T02:20Z [--] followers, [--] engagements


"MELI trading at 4x Price to Sales growing revenue at 40% is a fantastic opportunity. In my opinion it is the best Buy currently in the market. This company is going to continue to grow revenue above 30%. The seems like a no brainer. The S&P trades at a price to sales around [---] growing revenue around 7-8%. MELI trading slightly higher around [---] is growing revenue by 40%. MELI is also a much better business and has a wider moat than the majority of S&P [---] companies. #investing"  
[X Link](https://x.com/faloJC2/status/1989052484543737935)  2025-11-13T19:27Z [--] followers, [--] engagements


"Mercado Libre is my top holding in my portfolio and I want to go in-depth on this company and explain why I have such conviction on this company and really can't stop buying it even though it is getting close to 30% of my portfolio. 🧵Below"  
[X Link](https://x.com/faloJC2/status/1992134669408829468)  2025-11-22T07:34Z [--] followers, [--] engagements


"MercadoLibre is the unquestioned leader in e-commerce and digital payments across Latin America. The company operates a highly connected ecosystem of products and services that include marketplace commerce logistics fintech advertising and software services. The company was founded in 1999; it was once just a simple online auction site but has now evolved to a company that addresses many problems in an underpenetrated and untaped market"  
[X Link](https://x.com/faloJC2/status/1992134671287656513)  2025-11-22T07:34Z [--] followers, [--] engagements


"Market opportunity- TAM Latin America has [---] million people a young demographic with the median age being [--] it has a rapidly growing middle class and the smart phone penetration is up to 75%. Despite this E-commerce is only 12% of total retail vs 35% in China and 25% in the US. Banking penetration is also low with 50%-70% of people being unbanked/underbanked in many countries. Paying with cash is still the dominate payment method but credit card usage is climbing but is still under 30% in countries like Brazil and Mexico. E-commerce is expected to grow from [---] billion to 500-700 billion by"  
[X Link](https://x.com/faloJC2/status/1992134673066029535)  2025-11-22T07:34Z [--] followers, [--] engagements


"To truly understand this company you need to understand the flywheel and how everything is connected together and how each part reinforces the other. I'm going to talk about [--] phases of this flywheel. Phase one of the flywheel would be logistics no one is in the same realm as MELI when it comes to logistics network in Latin America MELI spends billions of dollars making shipping cheap and as fast as possible. In Brazil they have gradually dropped the free shipping threshold from $119 to $79 to $19 (about $3.50 in USD). Every time MELI does this two things happen almost immediately conversion"  
[X Link](https://x.com/faloJC2/status/1992134675653882040)  2025-11-22T07:34Z [--] followers, [--] engagements


"Financials/Valuation TTM Total Revenue: $26.193B Gross Profit: $13.19B Net Income $2.08B Total Assets $36.691 billion Total Liabilities $30.473 billion Revenue is growing at 40% and the stock is currently trading at 3.8x sales. I think that's enough said for the quality of this business but I'll go farther. EPS estimates for yearend [----] are [-----] that is a forward PE of [----]. A company expected to grow earnings at a 35% plus clip for the next few years after [----] is trading at 31x forward earnings seems cheap to me"  
[X Link](https://x.com/faloJC2/status/1992134677373521930)  2025-11-22T07:34Z [--] followers, [--] engagements


"Portfolio Update 12/4/2024 [--]. Trimmed google at 285-290 per share from a 25% to 17% position I made a 95% gain on these sells. As of now I am planning to hold the rest of my shares. [--]. I then used that capital to purchase a new position in Duolingo at [---] a share. [--]. I also added to Mercado Libre when it dipped recently under [----] a share. Mercado Libre continues to be the company I have the highest conviction in. [--]. Stocks on the watchlist are ISRG MA SPOT Time Weighted Return YTD My portfolio +37.45% S&P [---] +16.79% Money Weighted Return YTD My portfolio +39.5% Portfolio Value (127000)"  
[X Link](https://x.com/faloJC2/status/1996805833775084008)  2025-12-05T04:56Z [--] followers, [---] engagements


"I just looked into the income statement and cash flow statements of this company and they might have the best economics Ive ever seen. Im also looking into their competitive advantages as well and so far the company is fantastic. I dont think Ive ever seen anything like these financial statements. 99+% gross margin 75% operating margins 47% free cash flow margin. Very asset light business Capex is 3% of revenue. ROIC 40% plus. Also I love that theirs no funny business in the income or cash flow statements very simple. The only problem is the price but I would pay a premium for this company ."  
[X Link](https://x.com/faloJC2/status/1997192461714706572)  2025-12-06T06:32Z [--] followers, [--] engagements


"I have done more research on this company as well and really think it is a fantastic company with a wide moat and a great management team and a long runway for growth. The question for me now is valuation. What valuation would like to see to initiate a full position. Whether PE P/FCF/Free cash flow yield or P/S. Id be interested to see when you would consider entering a bigger position. With P/FCF Id personally like to see it get down to April lows of [---] times P/FCF"  
[X Link](https://x.com/faloJC2/status/1998074673586724974)  2025-12-08T16:58Z [--] followers, [--] engagements


"Here is a picture of the DCF (I extended it out a couple years) I have revenue growth of 30% for next year and then tapering down from there but I have margins steadily rising. It still comes out to an equity value of around 21B assuming a 15% discount rate. I did change the exit FCF multiple to 55x. If the company can maintain 30% Revenue growth for [--] years straight with increasing FCF margins to 55% I get a fair value of 26.5B which would be a 15% CAGR from here until [----]. That just seem like a very bullish case. It just is hard for me to project 30%+ revenue growth for [--] straight years."  
[X Link](https://x.com/faloJC2/status/1998110888247668739)  2025-12-08T19:22Z [--] followers, [--] engagements


"$MELI is a pound the table buy at $1900 a share. I know a lot people are saying this but I figure I give my two sense😂😂. Here is a deep dive that I wrote on MELI. It is my highest conviction bet and 34% of my portfolio. Mercado Libre is my top holding in my portfolio and I want to go in-depth on this company and explain why I have such conviction on this company and really can't stop buying it even though it is getting close to 30% of my portfolio. 🧵Below Mercado Libre is my top holding in my portfolio and I want to go in-depth on this company and explain why I have such conviction on this"  
[X Link](https://x.com/faloJC2/status/2001015721531466050)  2025-12-16T19:44Z [---] followers, 21K engagements


"If you have a hard line in your portfolio allocation you definitely have to follow your risk tolerance. I personally have the philosophy of if high have the highest conviction in this company and I think it is the best value why would I not invest more money in my best idea versus my 2nd 3rd and so on best idea. At the same time if Im wrong I will feel it much more"  
[X Link](https://x.com/faloJC2/status/2001025399740866956)  2025-12-16T20:23Z [---] followers, [--] engagements


"@DividendSponge Its probably trades at a better valuation at [----] today versus [----] in 2024"  
[X Link](https://x.com/faloJC2/status/2001141499065422133)  2025-12-17T04:04Z [---] followers, [---] engagements


"@jordan_invests Glad to be in the club 😂😂 I will probably be posting an uber thesis soon"  
[X Link](https://x.com/faloJC2/status/2002799806671200378)  2025-12-21T17:54Z [---] followers, [---] engagements


"@fiscorainvest I agree Im really hoping this company has a correction so I can get in at better prices. Valuation is the only concern for me"  
[X Link](https://x.com/faloJC2/status/2002800269911097499)  2025-12-21T17:56Z [---] followers, [--] engagements


"$UBER Stock is one of my core positions in my portfolio. In this Deep Dive I will be going over my thesis on $UBER from its Moat Financials Management and Growth Runway. 🧵In this thread I will break down why I hold uber as a core position"  
[X Link](https://x.com/anyuser/status/2004776238284784022)  2025-12-27T04:47Z [---] followers, [---] engagements


"1 The Financials: FY [----] Results (Latest) Revenue $49.61 Billion (+18% YoY) Gross Margin: 34.15% Net Income: [-----] Billion (Inflated/onetime tax benefit) Free Cash Flow: [---] Billion Cash on Hand: [---] Billion Debt: [----] Billion"  
[X Link](https://x.com/faloJC2/status/2004776240645833075)  2025-12-27T04:47Z [---] followers, [--] engagements


"2 Moat Layer [--]. H3 Hexagonal Indexing/ Data Moat The Concept: Imagine you are playing hide and seek in a giant park. Usually youd have to look at every single person in the park to find people which takes a long time and makes your brain tired. What Uber does is theyve covered the entire world in giant invisible hexagon stickers (hexagons). Instead of searching the whole park Uber just asks: "Which sticker are you standing on" If you are on sticker #5 it only looks for cars on sticker #5 or the six stickers right next to it. Its like having a secret code for every spot-on Earth so Uber never"  
[X Link](https://x.com/anyuser/status/2004776244030652690)  2025-12-27T04:47Z [---] followers, [---] engagements


"3 Management Uber manages their business for "entire lifetime experience." This means they will intentionally take a short-term hit on a ride's profit if it keeps a user in the Uber One ecosystem. This is a quality that I see in many great companies like Amazon and MELI. It is a sign that management values long term dominances of their market over short term numbers to appease wall street. The CEO (Dara) is required to hold 10x his base salary in Uber stock. This ensures he is personally "punished" or "rewarded" exactly like an outside investor. Dara is one of the largest individual"  
[X Link](https://x.com/faloJC2/status/2004776245892894890)  2025-12-27T04:47Z [---] followers, [--] engagements


"2025 Portfolio Performance Overview 2025: Time weighted return: +33.43% 2025: Money weighted return: +34.94% 2025: S&P 500: +17% Definitely don't expect to maintain this type of outperformance over the long term but hope to continue to outperform"  
[X Link](https://x.com/anyuser/status/2007979846031511695)  2026-01-05T00:57Z [---] followers, [---] engagements


"I usually would say go with your best higher conviction idea vs your second or third etc but 70% is a lot in the 1% chance your wrong on your thesis or a unforeseen event happens or Fico trades somewhat flat do to valuation it might benefit your portfolio to diversify somewhere else. But if your comfortable with that percentage in one stock and have ultra high conviction I dont see a problem adding more. Buffet at one point had apple at 50% plus position. I dont know if he would get to 70%+ but he definitely would tell you to concentrate into your best ideas."  
[X Link](https://x.com/faloJC2/status/2008688458819399842)  2026-01-06T23:53Z [---] followers, [---] engagements


"@fiscorainvest What are thoughts on service now I think it's starting to look attractive valuation-wise but haven't looked into its moat much"  
[X Link](https://x.com/faloJC2/status/2010754974918058308)  2026-01-12T16:45Z [---] followers, [---] engagements


"@fiscorainvest What are your thoughts on spotify I remember talking to you about when it was close to [---] a share now it's [---]. Does it interest you anymore"  
[X Link](https://x.com/faloJC2/status/2011491350626386385)  2026-01-14T17:31Z [---] followers, [--] engagements


"@fiscorainvest $CDNS or $SNPS"  
[X Link](https://x.com/faloJC2/status/2011504514264883270)  2026-01-14T18:23Z [---] followers, [---] engagements


"@JagerHokie I would say fire mike young but I don't realistically see us getting a better coach. Even tho these last couple games have been a masterclass in how to lose games"  
[X Link](https://x.com/faloJC2/status/2011660708526620690)  2026-01-15T04:44Z [---] followers, [---] engagements


"@fiscorainvest @qualtrim Pme maybe"  
[X Link](https://x.com/faloJC2/status/2011856171024449895)  2026-01-15T17:41Z [---] followers, [---] engagements


"@fiscorainvest @qualtrim It's had a decent correction in the past year"  
[X Link](https://x.com/faloJC2/status/2011856256152322080)  2026-01-15T17:41Z [---] followers, [--] engagements


"$MELI and $NOW revenue chart is a thing of beauty. Meli is currently my top holding. Heavily considering adding NOW to the portfolio just don't have much cash on hand and don't want to sell any of my current positions. I'm sure alot of people are in the same predicament"  
[X Link](https://x.com/anyuser/status/2012241647761813905)  2026-01-16T19:12Z [---] followers, [----] engagements


"Thanks I don't think I will ever sell ASML unless it were to trade at an egregious PE like 65-75 It just has too stong of a moat for me to sell I think they will be the cornerstone of the semiconductor industry for decades. I am heavily considering adding NOW with any new cash I get. https://twitter.com/i/web/status/2012360971247829171 https://twitter.com/i/web/status/2012360971247829171"  
[X Link](https://x.com/faloJC2/status/2012360971247829171)  2026-01-17T03:06Z [---] followers, [--] engagements


"1 Moat Layer [--]. The "Common Language" of the Secondary Market Imagine trying to sell a house in a country where everyone uses a different ruler. You cant. To have a functioning market everyone must agree on what a foot is. FICO is the "Standard Foot" of credit. When a bank (the Primary Market) originates a mortgage they often dont keep it; they bundle it into a Mortgage-Backed Security (MBS) and sell it to an investor like PIMCO or a sovereign wealth fund (the Secondary Market). Those investors have [--] years of back-testing data tied to FICO scores. If a bank uses VantageScore (the"  
[X Link](https://x.com/anyuser/status/2015981211080945982)  2026-01-27T02:52Z [---] followers, [---] engagements


"The Business Pro Medicus (ASX: PME) is a healthcare software company that has built the worlds fastest medical imaging viewer called Visage 7"  
[X Link](https://x.com/faloJC2/status/2000055990851445150)  2025-12-14T04:11Z [---] followers, [---] engagements


"2Moat Layer [--]. Client-side rendering vs Server-side rendering The Concept: Imagine you want to watch a 4K movie on your iPad. The Old Way (Competitors): You have to download the entire movie file (10GB) before you can press play. If your internet is slow you sit there for [--] minutes watching a loading bar. The Pro Medicus Way: You use Netflix. The movie stays on the server. You just press play and it streams instantly. You don't "have" the file; you are just watching a broadcast of it. The Competitor's Flaw ("Compress & Send The Whole File"): Legacy systems (GE Centricity Philips Vue Sectra)"  
[X Link](https://x.com/faloJC2/status/2000055997138669714)  2025-12-14T04:11Z [---] followers, [---] engagements


"3 Growth Runway [--]. Pro Medicus has only 7-10% of the US Market. Despite dominating the "Prestige" hospitals (Mayo Yale Harvard) 90% of the market is still stuck on legacy tech. The runway to simply 5-10x their current footprint in Radiology alone is wide open. [--]. Cardiology (The New TAM) 🫀 Radiology is big. Cardiology is massive. Heart scans (Cine loops) are even harder to load than X-rays. PME recently launched "Visage [--] for Cardiology They just signed a $170M deal with UCHealth that included Cardiology. This effectively increases their Total Addressable Market (TAM) by 30-50% within their"  
[X Link](https://x.com/faloJC2/status/2000055998975733970)  2025-12-14T04:11Z [---] followers, [---] engagements


"Portfolio Update 1/20/2026 [--]. I initiated a position in $FICO I find this company to be extremely high quality and look to make it a core position in the portfolio. I will be posting a deep dive on FICO soon as I do with all the companies I own. [--]. There are a few high-quality companies I want to buy but I either like my current holdings more or don't have the cash on hand to do so. That list being $NOW $CSU $META $MA. [--]. For now I see my myself adding to FICO as long as the share price stays under $1750. I would also be tempted to buy $MELI if it were to get under $2000 a share even though"  
[X Link](https://x.com/anyuser/status/2013750129321209930)  2026-01-20T23:06Z [---] followers, [---] engagements


"I have initiated a position in $FICO it is now a 10% position in the portfolio. $FICO will be a cornerstone in the portfolio and one that I hope to hold for many years. In this thread I will go over FICO's moat and why it has a sustainable competitive advantage. (Thread Below 🧵) https://twitter.com/i/web/status/2015981208149061721 https://twitter.com/i/web/status/2015981208149061721"  
[X Link](https://x.com/anyuser/status/2015981208149061721)  2026-01-27T02:52Z [---] followers, [----] engagements


"Portfolio Update 1/30/2026 [--]. I completely sold out of my google position overall I made around 110% gain in a year and a half. I still think google will do well from these prices today (8-12% CAGR). But I saw better opportunities with this new cash I reallocated into better opportunities. [--]. I increased my FICO position it is now an 8.6% position. I plan to add more if the stock stays around [----]. [--]. I also added a new position in Microsoft; it's not every day you get a world class company that falls 14%. I took advantage of this; I bought at [--] shares at [------] a share. Microsoft now makes"  
[X Link](https://x.com/anyuser/status/2017322176219693098)  2026-01-30T19:41Z [---] followers, [---] engagements


"@TheLongAJ You could be right. I still expect google to do well from here. I think Fico and Msft will outperform google from my cost basis and google at [---] a share"  
[X Link](https://x.com/faloJC2/status/2017341256767082768)  2026-01-30T20:56Z [---] followers, [--] engagements


"@TheLongAJ I really like your portfolio a little too diversified for me would probably just consolidate into my highest conviction ideas but other than that you portfolio is filled with the highest quality companies"  
[X Link](https://x.com/faloJC2/status/2017342020969205900)  2026-01-30T20:59Z [---] followers, [--] engagements


"Hammond Bedford Johnson Lawal Amani. Thats should be the starting [--] against NC state. I actually really like this lineup. Neo Schutt Gurdak off bench. Neo through his play has shown that he is not mentally or physically ready cant handle any pressure teams have realized this since acc play. Careless turnovers in big moments bad shot selection no confidence. He needs to come off bench this may hurt his confidence more I guess or it could light a fire under him but hes actually hurting the teams chances of winning when hes on the floor especially when Johnson comes back."  
[X Link](https://x.com/faloJC2/status/2017678323669737659)  2026-01-31T19:16Z [---] followers, [--] engagements


"Umm $FICO is a no brainer at [----] a share. Trading close to a [--] year low valuation on a forward PE basis. Dumbest sell off lumping Fico in to software companies Anthropic is not disrupting FICO. Under the Fair Credit Reporting Act a bank must provide specific "Reason Codes" for a denial. LLMs cant do this. FICOs moat is "Explainable AI." They just released their Focused Foundation Models (FFM) which provide the audit trail regulators require. Even if Anthropic built a better predictive model (which wont happen) the Secondary Market (the people who buy mortgages) wouldn't trust it. They have"  
[X Link](https://x.com/anyuser/status/2018769818208358459)  2026-02-03T19:33Z [---] followers, [----] engagements


"Which one would you buy $NOW or $MSFT both looking very compelling. Personally I would lean Microsoft. They are much more diversified with their cloud infrastructure in azure. Microsoft owns the rails while Servicenow runs on the tracks Microsoft lays. Microsoft owns the operating system (Windows) the browser (Edge) the cloud (Azure) and the productivity suite (Office) they can cross-subsidize their businesses. https://twitter.com/i/web/status/2019510831814160701 https://twitter.com/i/web/status/2019510831814160701"  
[X Link](https://x.com/anyuser/status/2019510831814160701)  2026-02-05T20:37Z [---] followers, [---] engagements


"Considering selling my $asml position for servicenow. Im up 120% on asml and think its a phenomenal company and is higher quality then $NOW but I also see servicenow vastly outperforming asml from todays prices because the valuation is historically low while asml is historically high and service now has much higher and less cyclical growth. Would love to hear thoughts on this move. https://twitter.com/i/web/status/2021687640857199032 https://twitter.com/i/web/status/2021687640857199032"  
[X Link](https://x.com/anyuser/status/2021687640857199032)  2026-02-11T20:47Z [---] followers, [---] engagements


"Pro Medicus $PME.AX PE and forward PE are near its median over the past [--] years. It has fallen nearly 45% over the past [--] months. This company genuinely is one of the highest quality companies in the world and I urge you to just take a look at it and not write it off because it is a non-US company. This may seem like high earnings multiple to pay but considering its moat and it is growing net income at 38%+ over the past [--] years and 39% in the last [--] months this growth justifies the multiple and will shrink the multiple fast. This is a company with 99% gross margins and 54% net margins. 🤯🤯"  
[X Link](https://x.com/anyuser/status/2014051798282031421)  2026-01-21T19:05Z [---] followers, [----] engagements


"$MELI [--] YEAR DCF ADJ FCF= Operating Cash Flow- Capex- Restricted Cash- Loans Receivable+ Loans Payable. Revenue CAGR over the next [--] years of 14.48% ADJ FCF margins increase from 4% to [--] % due to Mercado Ads carries estimated margins of 80%. Ads are currently 2% of gmv AMZN is currently 7-8%. MELI transitioning logistics operations from a capital-heavy reinvestment phase marked by subsidized shipping and rapid infrastructure expansion to a high-efficiency network that generates operational leverage by lowering unit delivery costs and reducing capital expenditures as a percentage of"  
[X Link](https://x.com/anyuser/status/2022778125898440781)  2026-02-14T21:01Z [---] followers, [---] engagements


"Portfolio Update 1/30/2026 [--]. I completely sold out of my google position overall I made around 110% gain in a year and a half. I still think google will do well from these prices today (8-12% CAGR). But I saw better opportunities with this new cash I reallocated into better opportunities. [--]. I increased my FICO position it is now an 8.6% position. I plan to add more if the stock stays around [----]. [--]. I also added a new position in Microsoft; it's not every day you get a world class company that falls 14%. I took advantage of this; I bought at [--] shares at [------] a share. Microsoft now makes"  
[X Link](https://x.com/anyuser/status/2017322176219693098)  2026-01-30T19:41Z [---] followers, [---] engagements


"$MELI [--] YEAR DCF ADJ FCF= Operating Cash Flow- Capex- Restricted Cash- Loans Receivable+ Loans Payable. Revenue CAGR over the next [--] years of 14.48% ADJ FCF margins increase from 4% to [--] % due to Mercado Ads carries estimated margins of 80%. Ads are currently 2% of gmv AMZN is currently 7-8%. MELI transitioning logistics operations from a capital-heavy reinvestment phase marked by subsidized shipping and rapid infrastructure expansion to a high-efficiency network that generates operational leverage by lowering unit delivery costs and reducing capital expenditures as a percentage of"  
[X Link](https://x.com/anyuser/status/2022778125898440781)  2026-02-14T21:01Z [---] followers, [---] engagements


"The TTM FCF is wrong accidentally put TTM revenue. Doesnt affect the model. TTM ADJ FCF supposed to be [---] Billion"  
[X Link](https://x.com/anyuser/status/2022779275112247465)  2026-02-14T21:05Z [---] followers, [--] engagements


"Considering selling my $asml position for servicenow. Im up 120% on asml and think its a phenomenal company and is higher quality then $NOW but I also see servicenow vastly outperforming asml from todays prices because the valuation is historically low while asml is historically high and service now has much higher and less cyclical growth. Would love to hear thoughts on this move. https://twitter.com/i/web/status/2021687640857199032 https://twitter.com/i/web/status/2021687640857199032"  
[X Link](https://x.com/anyuser/status/2021687640857199032)  2026-02-11T20:47Z [---] followers, [---] engagements


"Which one would you buy $NOW or $MSFT both looking very compelling. Personally I would lean Microsoft. They are much more diversified with their cloud infrastructure in azure. Microsoft owns the rails while Servicenow runs on the tracks Microsoft lays. Microsoft owns the operating system (Windows) the browser (Edge) the cloud (Azure) and the productivity suite (Office) they can cross-subsidize their businesses. https://twitter.com/i/web/status/2019510831814160701 https://twitter.com/i/web/status/2019510831814160701"  
[X Link](https://x.com/anyuser/status/2019510831814160701)  2026-02-05T20:37Z [---] followers, [---] engagements


"Umm $FICO is a no brainer at [----] a share. Trading close to a [--] year low valuation on a forward PE basis. Dumbest sell off lumping Fico in to software companies Anthropic is not disrupting FICO. Under the Fair Credit Reporting Act a bank must provide specific "Reason Codes" for a denial. LLMs cant do this. FICOs moat is "Explainable AI." They just released their Focused Foundation Models (FFM) which provide the audit trail regulators require. Even if Anthropic built a better predictive model (which wont happen) the Secondary Market (the people who buy mortgages) wouldn't trust it. They have"  
[X Link](https://x.com/anyuser/status/2018769818208358459)  2026-02-03T19:33Z [---] followers, [----] engagements


"I have initiated a position in $FICO it is now a 10% position in the portfolio. $FICO will be a cornerstone in the portfolio and one that I hope to hold for many years. In this thread I will go over FICO's moat and why it has a sustainable competitive advantage. (Thread Below 🧵) https://twitter.com/i/web/status/2015981208149061721 https://twitter.com/i/web/status/2015981208149061721"  
[X Link](https://x.com/anyuser/status/2015981208149061721)  2026-01-27T02:52Z [---] followers, [----] engagements


"1 Moat Layer [--]. The "Common Language" of the Secondary Market Imagine trying to sell a house in a country where everyone uses a different ruler. You cant. To have a functioning market everyone must agree on what a foot is. FICO is the "Standard Foot" of credit. When a bank (the Primary Market) originates a mortgage they often dont keep it; they bundle it into a Mortgage-Backed Security (MBS) and sell it to an investor like PIMCO or a sovereign wealth fund (the Secondary Market). Those investors have [--] years of back-testing data tied to FICO scores. If a bank uses VantageScore (the"  
[X Link](https://x.com/anyuser/status/2015981211080945982)  2026-01-27T02:52Z [---] followers, [---] engagements


"Pro Medicus $PME.AX PE and forward PE are near its median over the past [--] years. It has fallen nearly 45% over the past [--] months. This company genuinely is one of the highest quality companies in the world and I urge you to just take a look at it and not write it off because it is a non-US company. This may seem like high earnings multiple to pay but considering its moat and it is growing net income at 38%+ over the past [--] years and 39% in the last [--] months this growth justifies the multiple and will shrink the multiple fast. This is a company with 99% gross margins and 54% net margins. 🤯🤯"  
[X Link](https://x.com/anyuser/status/2014051798282031421)  2026-01-21T19:05Z [---] followers, [----] engagements


"Portfolio Update 1/20/2026 [--]. I initiated a position in $FICO I find this company to be extremely high quality and look to make it a core position in the portfolio. I will be posting a deep dive on FICO soon as I do with all the companies I own. [--]. There are a few high-quality companies I want to buy but I either like my current holdings more or don't have the cash on hand to do so. That list being $NOW $CSU $META $MA. [--]. For now I see my myself adding to FICO as long as the share price stays under $1750. I would also be tempted to buy $MELI if it were to get under $2000 a share even though"  
[X Link](https://x.com/anyuser/status/2013750129321209930)  2026-01-20T23:06Z [---] followers, [---] engagements


"$MELI and $NOW revenue chart is a thing of beauty. Meli is currently my top holding. Heavily considering adding NOW to the portfolio just don't have much cash on hand and don't want to sell any of my current positions. I'm sure alot of people are in the same predicament"  
[X Link](https://x.com/anyuser/status/2012241647761813905)  2026-01-16T19:12Z [---] followers, [----] engagements


"2025 Portfolio Performance Overview 2025: Time weighted return: +33.43% 2025: Money weighted return: +34.94% 2025: S&P 500: +17% Definitely don't expect to maintain this type of outperformance over the long term but hope to continue to outperform"  
[X Link](https://x.com/anyuser/status/2007979846031511695)  2026-01-05T00:57Z [---] followers, [---] engagements


"$UBER Stock is one of my core positions in my portfolio. In this Deep Dive I will be going over my thesis on $UBER from its Moat Financials Management and Growth Runway. 🧵In this thread I will break down why I hold uber as a core position"  
[X Link](https://x.com/anyuser/status/2004776238284784022)  2025-12-27T04:47Z [---] followers, [---] engagements


"2 Moat Layer [--]. H3 Hexagonal Indexing/ Data Moat The Concept: Imagine you are playing hide and seek in a giant park. Usually youd have to look at every single person in the park to find people which takes a long time and makes your brain tired. What Uber does is theyve covered the entire world in giant invisible hexagon stickers (hexagons). Instead of searching the whole park Uber just asks: "Which sticker are you standing on" If you are on sticker #5 it only looks for cars on sticker #5 or the six stickers right next to it. Its like having a secret code for every spot-on Earth so Uber never"  
[X Link](https://x.com/anyuser/status/2004776244030652690)  2025-12-27T04:47Z [---] followers, [---] engagements


"Typo in network effects should be riders attract more drivers and drivers attract more riders"  
[X Link](https://x.com/anyuser/status/2004777185325039670)  2025-12-27T04:51Z [---] followers, [---] engagements


"4 Growth Runway As of late [----] Uber's non-restaurant delivery (Grocery Alcohol and Retail) has reached an annualized run rate of $12.5 billion. This is a 25% increase from early [----]. CEO Dara Khosrowshahi noted in late [----] that 75% of Ubers rideshare customers still havent ordered grocery or retail through the app. Converting this existing user base is a "zero-cost" growth opportunity. The Walmart/Amazon Rivalry: By adding 1000+ partners like Aldi Best Buy and The Home Depot in [----] alone Uber is positioning itself as the "instant" alternative to traditional e-commerce. Advertising is also"  
[X Link](https://x.com/anyuser/status/2004776247750975785)  2025-12-27T04:47Z [---] followers, [---] engagements


"5 Summary In summary Uber has excellent Financials with an underappreciated moat it is not impenetrable but with good execution from management I think they can make the moat much wider than it already is if they become the marketplace for AVs and so far their management is doing all the right things to accomplish this. This is the biggest risk for Uber long term if there are only [--] or [--] players in the AV space like Tesla and Waymo. Uber may slowly become less and less valuable to these companies as they get better with AVs. They may be able to build their own marketplaces for AVs and"  
[X Link](https://x.com/anyuser/status/2004776249680347222)  2025-12-27T04:47Z [---] followers, [---] engagements

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