# ![@cisc069 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1747789302547779584.png) @cisc069 cisco

Investors are discussing high-quality companies with strong moats, such as irreplaceable physical assets, intellectual property, and network effects. Brookfield Corp and other companies like Canadian Pacific, American Tower, and Visa are being highlighted for their dominance in their respective industries. The conversation is focused on identifying and investing in companies with sustainable competitive advantages.

### Engagements: [---] [#](/creator/twitter::1747789302547779584/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1747789302547779584/c:line/m:interactions.svg)

- [--] Week [-----] -70%
- [--] Month [-------] -79%
- [--] Months [---------] -57%
- [--] Year [---------] -62%

### Mentions: [--] [#](/creator/twitter::1747789302547779584/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1747789302547779584/c:line/m:posts_active.svg)

- [--] Week [--] -35%
- [--] Month [---] -33%
- [--] Months [---] +130%
- [--] Year [---] +5,181%

### Followers: [-----] [#](/creator/twitter::1747789302547779584/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1747789302547779584/c:line/m:followers.svg)

- [--] Week [-----] +0.02%
- [--] Month [-----] +3.10%
- [--] Months [-----] +251%
- [--] Year [-----] +8,920%

### CreatorRank: [---------] [#](/creator/twitter::1747789302547779584/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1747789302547779584/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$bn](/topic/$bn) #47, [$googl](/topic/$googl), [$uber](/topic/$uber), [$goog](/topic/$goog), [$amzn](/topic/$amzn), [$tdg](/topic/$tdg) #10, [$fico](/topic/$fico) #17, [asml](/topic/asml), [$spgi](/topic/$spgi) #130, [$asml](/topic/$asml)

**Top accounts mentioned or mentioned by**
[@qualityinvest5](/creator/undefined) [@capexandchill](/creator/undefined) [@wealthmatica](/creator/undefined) [@austinh26415112](/creator/undefined) [@tacticzh](/creator/undefined) [@theeuinvestor](/creator/undefined) [@bruss008](/creator/undefined) [@fiscorainvest](/creator/undefined) [@mindset4moneyx](/creator/undefined) [@dividendology](/creator/undefined) [@invest091](/creator/undefined) [@billackman](/creator/undefined) [@austinsstocks](/creator/undefined) [@grok](/creator/undefined) [@caesarcapitalz](/creator/undefined) [@dividenddudex](/creator/undefined) [@leveragevaluep](/creator/undefined) [@fiscoraoriginal](/creator/undefined) [@herodividend](/creator/undefined) [@jf](/creator/undefined)

**Top assets mentioned**
[Brookfield Corporation (BN)](/topic/$bn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Fair Isaac, Corp. (FICO)](/topic/$fico) [S&P Global Inc (SPGI)](/topic/$spgi) [Moody's Corporation (MCO)](/topic/$mco) [Adobe, Inc. (ADBE)](/topic/$adbe) [Mastercard, Inc. (MA)](/topic/$ma) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Shopify Inc (SHOP)](/topic/$shop) [MercadoLibre Inc (MELI)](/topic/$meli) [Netflix Inc (NFLX)](/topic/$nflx) [Msci Inc (MSCI)](/topic/$msci) [Booking Holdings Inc (BKNG)](/topic/$bkng) [General Electric Company (GE)](/topic/$ge) [Canadian Pacific Railway (CP)](/topic/$cp) [Brookfield Infrastructure Partners L.P. Limited Partnership Units (BIP)](/topic/$bip) [Intuit Inc. (INTU)](/topic/$intu) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Costco Hot Dog (COST)](/topic/$cost) [Microsoft Corp. (MSFT)](/topic/$msft) [Metadium (META)](/topic/$meta) [Tesla, Inc. (TSLA)](/topic/$tsla) [Costco Wholesale Corporation (COST)](/topic/costco) [Brookfield Renewable Partners L.P. (BEP)](/topic/$bep) [Spotify Technology (SPOT)](/topic/$spot) [Copart, Inc. (CPRT)](/topic/$cprt) [Heima (HEI)](/topic/$hei) [Now Coin (NOW)](/topic/$now) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Waste Management, Inc. (WM)](/topic/$wm) [ZetaChain (ZETA)](/topic/$zeta) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Bitcoin (BTC)](/topic/$btc) [Brookfield Business Partners L.P.Limited Partnership Units (BBU)](/topic/$bbu) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Ferro (FER)](/topic/$fer) [Salesforce Inc (CRM)](/topic/$crm) [Blackstone, Inc. (BX)](/topic/$bx) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Apollo Global Management, Inc. (APO)](/topic/$apo) [UnitedHealth Group (UNH)](/topic/$unh)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@DividendDude_X Are u confident enough to short"  
[X Link](https://x.com/cisc069/status/1869978433411002691)  2024-12-20T05:29Z [--] followers, [--] engagements


"@dividendology ASML and Google"  
[X Link](https://x.com/cisc069/status/1871818167536038314)  2024-12-25T07:20Z [--] followers, [--] engagements


"Here are the highest quality companies to buy and hold. If you own Tesla Palantir or crypto do not give me advice"  
[X Link](https://x.com/money_narc/status/1884862671175958770)  2025-01-30T07:14Z [--] followers, [--] engagements


"@QualityInvest5 Everytime I debate buying UBER I conclude id rather buy more google"  
[X Link](https://x.com/money_narc/status/1887329293644021870)  2025-02-06T02:35Z [--] followers, [---] engagements


"🚨Buffetts LEAKED [----] Portfolio🚨 55% $ARKK: Cathie Woods ARK Innovation ETF down 60% from [----] highs is now a "perfect buying opportunity" to destroy wealth. 43% $MSTR: Michael Saylors "speculative dilution strategy" finally convinces Buffett to load up on shares. 2% $GRND: A small bet on Grindr🤨"  
[X Link](https://x.com/cashflow_narc/status/1887755374494683296)  2025-02-07T06:48Z [--] followers, [---] engagements


"You get rich in the market by doing the opposite of what the crowd expectsseeing what others dont. - The DeepSeek news is likely Chinese propaganda to slow down U.S. chip growth. $GOOG $AMZN are buys. - $UBER will keep printing rocket FCF numbers and Elon fanboys are in for a rough ride"  
[X Link](https://x.com/mply_cap/status/1888277312438685696)  2025-02-08T17:22Z [--] followers, [---] engagements


"Current PortfolioIs it bulletproof Goal: Long-term portfolio focused on wide-moat compounding machines (my only portfolio). P/E: [----] FWD P/E: [----] PEG: [---] ROE: 40.7% ROIC: 16.4% OPM: 30.5% NM: 22.0% P/FCF: [----] P/OCF: [----] D/E: [---] $AMZN: E-commerce dominance & AWS growth A cash-generating machine leveraging scale data and logistics with cloud computing tailwinds. If you dont hold the everything store I dont know what to tell you. $BN: Asset management & infrastructure powerhouse Excels in real assets private equity wealth solutions and energy transition investments. Has compounded at 18%"  
[X Link](https://x.com/mply_cap/status/1888371385921044834)  2025-02-08T23:36Z [--] followers, [---] engagements


"$AMZN is trading 23% below its historical P/OCF average of 26x due to heavy AWS capex. Can you really say $AMZN will be worth less in [--] years"  
[X Link](https://x.com/mply_cap/status/1888414467081335283)  2025-02-09T02:27Z [--] followers, [---] engagements


"You search for a product on $GOOG and buy it on $AMZN using $MA or $V. Amazons cloud business relies on $ASML machines. $BN owns the energy infastructure that keep them running. $BRK.B owns the railroads moving goods and the insurance covering the risks behind it all. $SPGI and $MCO rate the financial health and provide the data investors rely on. No matter what these companies take their cut. They own the system"  
[X Link](https://x.com/mply_cap/status/1888902604215701626)  2025-02-10T10:47Z [--] followers, [---] engagements


"$AXP generates significantly more revenue than $MA and $V due to its banking segment and high-spending customers. However Visa and Mastercard are growing much faster and are far more profitable. I like American Express but I prefer Mastercard and Visa. Which do you prefer"  
[X Link](https://x.com/mply_cap/status/1889506844986548296)  2025-02-12T02:48Z [--] followers, [---] engagements


"@DividendKam $AMZN"  
[X Link](https://x.com/mply_cap/status/1889524905533661521)  2025-02-12T04:00Z [--] followers, [---] engagements


"@skhetpal Whats your fair value around for $FICO"  
[X Link](https://x.com/mply_cap/status/1889557302136451287)  2025-02-12T06:09Z [--] followers, [--] engagements


"Next time you call a company a toll road remember $BN actually owns them"  
[X Link](https://x.com/mply_cap/status/1895995779975954593)  2025-03-02T00:33Z [--] followers, [---] engagements


"Portfolio Update - Exited $COST $HIMS - Trimmed $BRK.B - Added $BN $GOOG $AMZN Costco is an elite business but at 92x P/FCF with 9% revenue growth the math stops making sense. Meanwhile $GOOG trades at a 21x PE 16x P/OCF and 28x P/FCF compounding at 18%+. Way too cheap to ignore. $HIMS was a swing trade it is less predictable than $UBER sitting at a 16x PE growing revenue 35%+. $BN is guiding for 29% CAGR through [----] and isnt even trading at 15x P/DE"  
[X Link](https://x.com/mply_cap/status/1896653103807807834)  2025-03-03T20:05Z [--] followers, [---] engagements


"EVERYBODY SELL GOOGLE NEW GRONK IS OUT. YOUR 401K WILL BE A 201K $GOOG $GOOGL $TSLA"  
[X Link](https://x.com/mply_cap/status/1897111305271808123)  2025-03-05T02:25Z [--] followers, [---] engagements


"What brokerage do you use and why Thinking about dumping Robinhood for better analytics and portfolio tracking. $HOOD $IBKR $SCHW"  
[X Link](https://x.com/mply_cap/status/1897816562742010247)  2025-03-07T01:08Z [--] followers, [---] engagements


"While everyone argues over AI Ill be cashing in with $ASML and $BN no matter what"  
[X Link](https://x.com/mply_cap/status/1898044818573427098)  2025-03-07T16:15Z [--] followers, [---] engagements


"@FluentInQuality The thing is $SPGI is bulletproof"  
[X Link](https://x.com/mply_cap/status/1898192255631974864)  2025-03-08T02:01Z [--] followers, [---] engagements


"Will this portfolio beat the S&P [---] the next [--] years $BN: 20% $AMZN: 20% $GOOG: 14% $UBER: 12% $MA: 9% $SPGI: 8% $V: 6% $MCO: 5% $ASML: 4% $BRK.B: 2% Obviously Nope Obviously Nope"  
[X Link](https://x.com/mply_cap/status/1904248139592188059)  2025-03-24T19:05Z [---] followers, [----] engagements


"@LeverageValueP Whats your highest conviction stock"  
[X Link](https://x.com/mply_cap/status/1904414281203950040)  2025-03-25T06:05Z [---] followers, [--] engagements


"Real footage of $TSLA cybercabs spawning to steal market share. Youre dead to me $UBER $GOOG"  
[X Link](https://x.com/mply_cap/status/1904417802728898985)  2025-03-25T06:19Z [---] followers, [---] engagements


"$ASML cant stop buying back shares"  
[X Link](https://x.com/mply_cap/status/1906821971528085862)  2025-03-31T21:32Z [---] followers, [----] engagements


"Heres why Google is the leader in AI $GOOG $GOOGL The Unparalleled Data Advantage: - Building the most capable AI models requires two key ingredients: the most extensive and highest quality data for training and massive amounts of computational power. Google has this. - Google possesses an unparalleled repository of diverse real-world data gathered through its dominant products: Google Search: Indexes the vast majority of the public internet. Google Images: Holds the largest collection of labeled and unlabeled image data. YouTube: Owns the world's largest video dataset crucial for training"  
[X Link](https://x.com/mply_cap/status/1907078270379585731)  2025-04-01T14:31Z [---] followers, [---] engagements


"Tariff my ass. I am a buyer. $GOOG $GOOGL $AMZN"  
[X Link](https://x.com/mply_cap/status/1908638202258215286)  2025-04-05T21:49Z [---] followers, [---] engagements


"Instead of buying crypto or gold out of fear of debt and uncertainty why not buy the legal government-backed oligopolies that profit from it Wild idea I know. $SPGI $MCO If crypto has no intrinsic value how can anyone argue its undervalued or should be worth more $BTC"  
[X Link](https://x.com/mply_cap/status/1911841989412241490)  2025-04-14T18:00Z [---] followers, [---] engagements


"Id rather own a used condom than a share of $TSLA"  
[X Link](https://x.com/mply_cap/status/1914842375676895720)  2025-04-23T00:42Z [---] followers, [---] engagements


"@wealthmatica BRK was up like 20% cuz people run to Buffett during downfalls. Used my small position to concentrate further into top convictions that sold down"  
[X Link](https://x.com/mply_cap/status/1915417716153782469)  2025-04-24T14:49Z [---] followers, [--] engagements


"$GOOG $GOOGL The "dying" search engine is growing by 10%"  
[X Link](https://x.com/mply_cap/status/1915501582877159799)  2025-04-24T20:22Z [---] followers, [----] engagements


"@FiscoraOriginal Id check out your moodys"  
[X Link](https://x.com/mply_cap/status/1915914386432049276)  2025-04-25T23:42Z [---] followers, [--] engagements


"I started investing in [----]. I can honestly say Ive stuck to my strategy and have only sold out of $WM only for some quick-term cash. Everything else Ive never sold since [----]. Have you stuck to your strategy 99%"  
[X Link](https://x.com/mply_cap/status/1917461351246463358)  2025-04-30T06:09Z [---] followers, [--] engagements


"Who else has walked into a store and to skip the hassle just bought the item on Amazon instead I did today didnt feel like asking a Walmart employee to unlock the case. Imagine discounting a company this dominant over tariffs and temporary capex. Long Amazon. $AMZN $WMT"  
[X Link](https://x.com/mply_cap/status/1918134740709679417)  2025-05-02T02:45Z [---] followers, [---] engagements


"@FiscoraOriginal Whats ur portfolio looking like"  
[X Link](https://x.com/mply_cap/status/1919630088758325725)  2025-05-06T05:47Z [---] followers, [--] engagements


"@DividendDude_X Whats your list"  
[X Link](https://x.com/mply_cap/status/1920921025010606144)  2025-05-09T19:17Z [---] followers, [----] engagements


"@MMMTwealth I would consider all $BN $AMZN $GOOG $UBER $ASML growth stocks especially at these prices"  
[X Link](https://x.com/mply_cap/status/1920960492434043080)  2025-05-09T21:54Z [---] followers, [----] engagements


"@NeoAnderso6245 Whats ur $PDD thesis"  
[X Link](https://x.com/mply_cap/status/1920991647816376753)  2025-05-09T23:57Z [---] followers, [--] engagements


"@primedcapital Ok. Whats ur thesis"  
[X Link](https://x.com/mply_cap/status/1920991769551880659)  2025-05-09T23:58Z [---] followers, [---] engagements


"@KSestaterecvry Yes I have looked into $MELI. But $AMZN is just the real deal at these prices"  
[X Link](https://x.com/mply_cap/status/1920992018118922398)  2025-05-09T23:59Z [---] followers, [---] engagements


"Thank u all for the recent follows. Why did I start this page [--]. To see what happens [--]. To talk shit [--]. Help other out [--]. Learn from others Best of luck in ur investing journeys"  
[X Link](https://x.com/mply_cap/status/1921055633240948851)  2025-05-10T04:12Z [---] followers, [---] engagements


"@rando129491 What numbers are you referring to Look at my prior $BN post. They are great because they underpromise and overdeliver and have grown annually at 18% the past [--] years. They align with my long term focus and aim to grow by 15% annually in the long term"  
[X Link](https://x.com/mply_cap/status/1921267354010358066)  2025-05-10T18:13Z [---] followers, [---] engagements


"Thats what turns a lot of people off. The largest segment of $BN is $BAM where BN holds a majority stake. Asset managers like BAM typically report and evaluate performance through distributable earnings and thats the metric I focus on. I posted more on this recently if youre interested. Im not convincing anyone to buy anything just my opinions"  
[X Link](https://x.com/mply_cap/status/1921344970025218056)  2025-05-10T23:21Z [---] followers, [---] engagements


"@teechongyen @HeroDividend 🤮 Ill give u 2% bitcoin. Cant be saying that w munger as ur profile 😂😂"  
[X Link](https://x.com/mply_cap/status/1921409582552740271)  2025-05-11T03:38Z [---] followers, [--] engagements


"$UBER has three business segments: Mobility Delivery and Freight. Here are the Q1 [----] results: [--]. Mobility (Rides): Gross Bookings: +20% cc (+13% reported) Revenue: +18% cc (+15% reported) [--]. Delivery (Eats Groceries): Gross Bookings: +18% cc (+15% reported) Revenue: +22% cc (+18% reported) [--]. Freight (Logistics): Gross Bookings: -1% cc (-2% reported) Revenue: -1% cc (-2% reported) Notes: Gross Bookings = total customer spend before payouts Revenue = Ubers share "cc" = constant currency which strips out FX noise to show real growth 💸 Free Cash Flow: $2.25B (+66%) 📊 Adjusted EBITDA: $1.9B"  
[X Link](https://x.com/mply_cap/status/1921761367935054203)  2025-05-12T02:56Z [---] followers, [---] engagements


"Some people have asked about Distributable Earnings and why companies like $BN ( $KKR $APO ) are valued using it. DE is similar to FCF but tailored for asset managers. FCF misses how Brookfield actually makes money because it does not capture how Brookfield manages capital earns fees and operates capital-light businesses. DE reflects that structure. Asset managers often have complex fee structuresincluding management fees incentive fees and performance feeswhich are difficult to capture accurately using traditional metrics. DE adjusts for this and isolates recurring realizable cash available"  
[X Link](https://x.com/mply_cap/status/1921768530116030560)  2025-05-12T03:24Z [---] followers, [----] engagements


"Just added this Gemini-powered YouTube summary extension (by Clarify AI) on Chrome. Why isnt something like this built into YouTube already @sundarpichai $GOOG $GOOG"  
[X Link](https://x.com/mply_cap/status/1921979137301880871)  2025-05-12T17:21Z [---] followers, [---] engagements


"If u sold $AMZN around here comment so I can block u"  
[X Link](https://x.com/mply_cap/status/1922058315938279739)  2025-05-12T22:36Z [---] followers, [---] engagements


"What would you say are the biggest megatrends and what would you add [--]. Artificial Intelligence (AI) and Automation: AI is revolutionizing industries with advancements in machine learning natural language processing and computer vision. $MSFT $AMD $NVDA [--]. Energy Transition and Decarbonization: The world is shifting towards cleaner energy sources like renewable energy and electric vehicles reducing reliance on fossil fuels. $NEE $BN $TSLA [--]. Aging Demographics & Healthcare Innovation: Aging populations are driving increased demand for healthcare services pharmaceuticals and medical devices."  
[X Link](https://x.com/mply_cap/status/1922396624757915875)  2025-05-13T21:00Z [---] followers, [---] engagements


"You go on Google to search for Amazon and pay with your MasterCard or Visa. The phone you're using has chips made with technology from ASML and many of these services are powered by data centers with major players like Brookfield behind them. S&P Global and Moodys rate these companies to assess their creditworthiness keeping the system stable and secure. And when the weekend hits Ubers there for your drunk rides. You cant escape these companies. Theyre the backbone of the economy. $BN $AMZN $GOOG $UBER $MA $SPGI $V $MCO $ASML"  
[X Link](https://x.com/mply_cap/status/1922401450916778413)  2025-05-13T21:19Z [---] followers, [---] engagements


"Most people think fast revenue growth is the key. Its pricing power. A company with a 20% profit margin that increases prices just 1% above inflation can grow profits 5% faster than revenuewith almost no added cost"  
[X Link](https://x.com/mply_cap/status/1923395219438928298)  2025-05-16T15:08Z [---] followers, [---] engagements


"Distributable earnings have grown at an 18.9% CAGR since [----] yet the market multiple (P/DE) has compressed by 5.3% annually. I want all the Brookfield I can get. $BN $BAM Feel free to sponsor me @finchat_io"  
[X Link](https://x.com/mply_cap/status/1923429580901167208)  2025-05-16T17:25Z [---] followers, [----] engagements


"Companies on my watchlist: $FICO $SHOP $NFLX"  
[X Link](https://x.com/mply_cap/status/1923436428907761846)  2025-05-16T17:52Z [---] followers, [---] engagements


""Your stocks are boring" Ok. $BN $AMZN $GOOG $UBER $MA $SPGI $V $MCO $ASML"  
[X Link](https://x.com/mply_cap/status/1923503504540270741)  2025-05-16T22:19Z [---] followers, [---] engagements


"Amazon Microsoft and Google collectively control 63% of the global cloud infrastructure market. $AMZN AWS: 30% $MSFT Azure: 21% $GOOGL GCP: 12% Cloud is projected to grow 18.3%+ annually over the next [--] years. If these [--] giants simply hold their share their cloud revenue explodes more than double: Microsoft: $159B $369B Amazon: $112B $259B Google: $46B $106B Reminder: Google Cloud only turned profitable in Q1 [----] after nearly [--] years. This is a WIDE moat industry"  
[X Link](https://x.com/mply_cap/status/1924676247306559914)  2025-05-20T03:59Z [---] followers, [---] engagements


"Amazon controls 30% of the cloud market. If the industry grows an assumed 18.3% annually for [--] years AWS revenue jumps from $112B $259B WITHOUT expansion. Assume we flatline 37.5% margin and it does not improve AWS rakes in $97.1B in annual operating income by year [--]. From $42B $97B in profit. Cloud isnt just high growth its high margin. Now heres a mini DCF: Apply a 25.6x multiple the current average EV/EBIT for $AMZN $MSFT and $GOOGL and AWS alone is worth $2.49T in year [--]. (Amazons current market cap is $2.19 trillion.) Discounted at 10% thats $1.55T today or $146/share for ONLY cloud."  
[X Link](https://x.com/mply_cap/status/1924684819985805355)  2025-05-20T04:33Z [----] followers, [---] engagements


"Followers competency Shoutout to the guy who blocked me after he short $BN at [--] bucks"  
[X Link](https://x.com/mply_cap/status/1924700269528400337)  2025-05-20T05:34Z [---] followers, [---] engagements


"@TacticzH $V"  
[X Link](https://x.com/mply_cap/status/1925054373110980739)  2025-05-21T05:01Z [---] followers, [---] engagements


"@bdinvestingg $QSR over $CP is questionable"  
[X Link](https://x.com/mply_cap/status/1925731031530848749)  2025-05-23T01:50Z [---] followers, [---] engagements


"Own the board. Defend the moat. Compound forever. 🏰♾💸 $BN $AMZN $GOOG $UBER $MA $SPGI $V $MCO $ASML"  
[X Link](https://x.com/mply_cap/status/1926016087553937648)  2025-05-23T20:43Z [---] followers, [----] engagements


"As an Uber shareholder I did not like this ad. This is a great way to make DoorDash the go-to over Uber Eats since everybody has Prime. Which one do you use $UBER $DASH $AMZN"  
[X Link](https://x.com/mply_cap/status/1926421544592408631)  2025-05-24T23:34Z [---] followers, [----] engagements


"😯😯 FCF yields spiking but the business is a mess. Still no interest. $UNH"  
[X Link](https://x.com/mply_cap/status/1926741436407370205)  2025-05-25T20:45Z [---] followers, [----] engagements


"Not all free cash flow is created equal. Some companies generate cash just to shovel it into past obligations. Verizon has spent years pouring billions into debt repaymentwhat's left for shareholders Always ask: Wheres the cash actually going $VZ"  
[X Link](https://x.com/mply_cap/status/1926790391287677296)  2025-05-26T00:00Z [---] followers, [---] engagements


"Brookfield says the world needs $94 TRILLION of capital from [--------] to upgrade infrastructure and build new assets like data centers. Few firms can deploy capital at this scale. Brookfield is one of them. Credit to @_j__f for flagging this. $BN $BAM $BNT $BEP $BIP $BBU $BPG"  
[X Link](https://x.com/mply_cap/status/1927349774614749561)  2025-05-27T13:02Z [----] followers, [----] engagements


"What more could you ask for in a business $BN"  
[X Link](https://x.com/mply_cap/status/1927352546735120436)  2025-05-27T13:13Z [---] followers, [----] engagements


"If someone were to stop ordering off Amazon theyd only be hurting themselves. $AMZN"  
[X Link](https://x.com/mply_cap/status/1927772626702778597)  2025-05-28T17:03Z [---] followers, [---] engagements


"Rating My Companies Based on Valuation Today: 🟢 $BN (13.5x P/DE 25% CAGR to 2029) $57 🟢 $AMZN (19.2x P/OCF) $204 🟢 $GOOG (15.8x P/OCF) $173 🟢 $ASML (24.05x EV/EBIT) $746 🟢 $UBER (15.6x P/E) $88 🟠 $MA (34.75x P/FCF) $575 🟠 $V (32.8x P/FCF) $359 🟠 $SPGI (28.55x P/FCF) $511 Keep in mind: high interest rates = lower FCF = inflated multiple 🟠 $MCO (34.69x P/FCF) $478 Same macro effect as SPGI 🔴 None 🔒 Only adding to green names. 🟠 = moderately or slightly overvalued 🟢 = buy zone"  
[X Link](https://x.com/mply_cap/status/1927871206344065109)  2025-05-28T23:34Z [---] followers, [---] engagements


"$FICO is widely considered to have a wide moatheres why: Industry Standard: Introduced [--] years ago FICO scores have become the default credit scoring model in the U.S. These scores are used in over 90% of lending decisions including all of the top [---] financial institutions. A universal model is critical because if lenders used different scoring systems it would be difficult for consumers to compare loan terms or understand credit assessment. Switching Costs: Financial institutions have built their entire underwriting infrastructure around FICO. Switching to an alternative would be costly"  
[X Link](https://x.com/mply_cap/status/1928493010016415928)  2025-05-30T16:45Z [---] followers, [---] engagements


"Visa and Mastercard dominatebut why arent they forced to lower fees Theyve tried but heres why nothing changes: [--]. Swipe fees are split between the issuing bank Visa/Mastercard and the processor (like Stripe or Square). Visa sets the base rates but doesnt take the full cut which makes direct regulation messy. [--]. Credit card rewardscash back points and milesare all funded by swipe fees. If those fees were capped the rewards would shrink or disappear. Consumers especially the wealthy would push back. [--]. When debit card fees were capped in [----] banks responded by cutting free checking and perks."  
[X Link](https://x.com/mply_cap/status/1928527685883445386)  2025-05-30T19:03Z [---] followers, [---] engagements


"@MMoney642 U know the new grok came out a few month ago right"  
[X Link](https://x.com/mply_cap/status/1928602999036727325)  2025-05-31T00:02Z [---] followers, [---] engagements


"Crypto party leaked footage $XRP $BTC"  
[X Link](https://x.com/mply_cap/status/1928667168914260111)  2025-05-31T04:17Z [---] followers, [---] engagements


"This is the conviction and alignment you want. $BN"  
[X Link](https://x.com/mply_cap/status/1929047501492904334)  2025-06-01T05:28Z [---] followers, [----] engagements


"This is why I believe Hims & Hers has gained significant traction: Their Super Bowl ad massively boosted awareness Theyve reported 100%+ YoY revenue growth Capitalizing on GLP-1 demand Direct-to-consumer model thats simple private and convenient UnitedHealths never-ending troubles is pushing consumers to alternatives They also just acquired ZAVA to expand into Europe What am I missing $HIMS"  
[X Link](https://x.com/mply_cap/status/1930030138202214563)  2025-06-03T22:33Z [---] followers, [---] engagements


"If valuation didnt matter what would your top [--] holdings be Im taking $PLTR $SPOT $SHOP $TSLA $NFLX"  
[X Link](https://x.com/mply_cap/status/1930095682427220151)  2025-06-04T02:54Z [---] followers, [---] engagements


"The future of Amazon created with Veo [--] $AMZN $GOOGL"  
[X Link](https://x.com/mply_cap/status/1931219302817956034)  2025-06-07T05:18Z [---] followers, [---] engagements


"Is $UBER a 10-bagger in the making This implies a $1.79 trillion market cap"  
[X Link](https://x.com/mply_cap/status/1931457203736584463)  2025-06-07T21:04Z [---] followers, [----] engagements


"Nothing to see here. Just land and royalties. Is this a better model than Visa🤯 $TPL $V"  
[X Link](https://x.com/mply_cap/status/1931730597380259976)  2025-06-08T15:10Z [---] followers, [---] engagements


"@TheEUInvestor I find it ironic Uber drivers are essentially training the AI that will replace them and getting paid for it 😂"  
[X Link](https://x.com/mply_cap/status/1931902134326305212)  2025-06-09T02:32Z [---] followers, [--] engagements


"@CDInewsletter BRK doesnt pay dividends bc the company gets high ROIC - he doesnt hate dividends"  
[X Link](https://x.com/mply_cap/status/1931916392392974813)  2025-06-09T03:28Z [---] followers, [--] engagements


"$FICO $SPGI $MA $MCO $V $INTU $ASML $EFX $MSCI Dev Kantesarias updated portfolio is humorously profitable. I dare you to find a more capital-light one. (MSCI is in there)👑👑 - Yes it says 41% FCF margin https://t.co/4H8KtGfqJj Dev Kantesarias updated portfolio is humorously profitable. I dare you to find a more capital-light one. (MSCI is in there)👑👑 - Yes it says 41% FCF margin https://t.co/4H8KtGfqJj"  
[X Link](https://x.com/mply_cap/status/1931939153970659669)  2025-06-09T04:59Z [---] followers, [----] engagements


"$MSCI is a thing of beauty. It's pulled back from high valuations now offering a fair entry point. Current P/FCF: [----] (3.4% FCF Yield)"  
[X Link](https://x.com/mply_cap/status/1932505113601417283)  2025-06-10T18:28Z [---] followers, [---] engagements


"$NBIS this $SOFI that $HOOD this $HIMS that Am I famous yet"  
[X Link](https://x.com/mply_cap/status/1932744144360714575)  2025-06-11T10:18Z [---] followers, [---] engagements


"What if Netflix added an AI bot that gives you context only up to the point you are at so you never get lost and never get spoiled $NFLX"  
[X Link](https://x.com/mply_cap/status/1933751093747462616)  2025-06-14T04:59Z [---] followers, [---] engagements


"I dont need to own the market when I can own the guys getting paid every time someone else does. I think of these companies as owning the market but with way better margins. MSCI is highly likely to be part of the port in the near future. $SPGI $MSCI"  
[X Link](https://x.com/mply_cap/status/1937044089305702556)  2025-06-23T07:04Z [----] followers, [----] engagements


"Is this a reminder not to invest in healthcare $HIMS $NVO"  
[X Link](https://x.com/mply_cap/status/1937189691926651265)  2025-06-23T16:43Z [---] followers, [---] engagements


"@BehavioralBull Not confusing the [--]. They both took hits today"  
[X Link](https://x.com/mply_cap/status/1937335422709043462)  2025-06-24T02:22Z [---] followers, [--] engagements


"@Felix__archive They are both beasts. I do have a bunch of overlap in my portfolio and is something I do think about. But Msci is more of a clean play of just the asset management segment. Do you think holding both is unnecessary"  
[X Link](https://x.com/mply_cap/status/1937337251484062076)  2025-06-24T02:29Z [---] followers, [--] engagements


"Cant say I did my research on this ones valuation neither do I want to but Circle has a 2.95k P/E $CRCL"  
[X Link](https://x.com/mply_cap/status/1937401590949749202)  2025-06-24T06:45Z [---] followers, [---] engagements


"The $UBER thesis is becoming reality"  
[X Link](https://x.com/mply_cap/status/1937554469614444847)  2025-06-24T16:52Z [---] followers, [---] engagements


"Get rich & get off the grid Shoutout @HeroDividend 😂😂"  
[X Link](https://x.com/mply_cap/status/1937649352383590484)  2025-06-24T23:09Z [---] followers, [---] engagements


"MSCI makes money in a few key ways. By Revenue: Index: 57% Companies pay MSCI for the right to license its indexes. For example BlackRock pays to use an MSCI index for its iShares ETFs. The magic is in the asset-based fees: the more money that flows into BlackRock's fund the higher the fund's Assets Under Management (AUM). MSCI's fee is a percentage of that AUM so its revenue grows automatically as its clients' funds get bigger. It's easily one of the best business models in the world. Analytics: 23% This segment provides the tools (like the famous Barra and RiskMetrics platforms) that help"  
[X Link](https://x.com/mply_cap/status/1938135593352831025)  2025-06-26T07:21Z [---] followers, [---] engagements


"MSCI is built on a foundation of predictable recurring revenue. 95% of MSCI's revenue is recurring coming from two main sources: 73% from subscriptions (Index Analytics ESG data). 22% from asset-based fees. Their client retention rate is a stunning 95.3% in the most recent quarter. And that tiny 5% churn is mostly due to M&A or funds closing not clients choosing to leave the service"  
[X Link](https://x.com/mply_cap/status/1938135594892239152)  2025-06-26T07:21Z [---] followers, [---] engagements


"Moat #1: Intangible Assets MSCI is the gold standard and is synonymous with quality. When a fund manager says their performance is benchmarked against an "MSCI Index" everyone knows what that means. Using MSCI is simply a safe choice. MSCI's indexes are carefully constructed proprietary products that define the investment universe for trillions of dollars. The specific rules for including a stock how they weigh it and how they rebalance are all valuable protected intellectual property developed over many years. Competitors can't just copy it. In a world driven by data having a longer history"  
[X Link](https://x.com/mply_cap/status/1938135596507009497)  2025-06-26T07:21Z [---] followers, [---] engagements


"If you made it to the end I'd love to hear your thoughts. Do you agree with this take or do you have any concerns about MSCI's business"  
[X Link](https://x.com/mply_cap/status/1938135604706914387)  2025-06-26T07:21Z [---] followers, [---] engagements


"@QualityInvest5 I liked chat gpt more until I added custom preferences into Geminis settings"  
[X Link](https://x.com/mply_cap/status/1938289614214541421)  2025-06-26T17:33Z [---] followers, [---] engagements


"A few things I would recommend (in settings - saved info): Use plain language and avoid jargon. When I say "answers only" provide just the answerno reasoning or extra text. Do not use annoying phrases like "As an AI model" "I'm sorry" or typical conversational closings ("How can I assist you"). I also added an about me section with my interest job where I live etc. to give it context when replying to me"  
[X Link](https://x.com/mply_cap/status/1938296203873292545)  2025-06-26T18:00Z [---] followers, [---] engagements


"The main event driving Visa's (plus Mastercard's) future is its strategic expansion into a market estimated by CEO Ryan McInerney to be worth $200 trillion annually. The company is positioning itself to capture a slice of this massive opportunity and even a fraction of this new market is massive business. This strategic shift is driven by the reality that stablecoins are a legitimate threat to Visa and Mastercard's traditional business model. However a deeper look reveals their adaptation is already in motion. For instance these companies are already partnered with major crypto firmsa key"  
[X Link](https://x.com/mply_cap/status/1938311681295454377)  2025-06-26T19:01Z [---] followers, [---] engagements


"To all the robotaxi fanboys still waiting for their Teslas to fly Uber's up 11% this week. Can we get Tesla to expand to pump Uber higher $UBER $TSLA"  
[X Link](https://x.com/mply_cap/status/1938328681988165902)  2025-06-26T20:09Z [---] followers, [---] engagements


"This is what a mature company looks like. I would never hold $KO 🤷♀"  
[X Link](https://x.com/mply_cap/status/1938392254978097522)  2025-06-27T00:21Z [---] followers, [----] engagements


"Whens this software update dropping @elonmusk $TSLA $UBER"  
[X Link](https://x.com/mply_cap/status/1938416996049113469)  2025-06-27T02:00Z [---] followers, [--] engagements


"What are your thoughts on concentrated overlap Like owning both Mastercard + Visa or Moodys + SPGI. This is how I invest. If youre focused on the best overlap is inevitable. Thats my view. $SPGI $MCO $MA $V"  
[X Link](https://x.com/mply_cap/status/1938491632581550396)  2025-06-27T06:56Z [---] followers, [----] engagements


"@LeverageValueP Yea Id feel comfortable going all in on Mastercard or Visa but whos saying you cant own both"  
[X Link](https://x.com/mply_cap/status/1938493979395268886)  2025-06-27T07:05Z [---] followers, [--] engagements


"@MarioGarci29904 @hoomansv @elonmusk 200k Waymos arent Lamborghinis"  
[X Link](https://x.com/mply_cap/status/1938856949996523984)  2025-06-28T07:08Z [---] followers, [--] engagements


"@kirawontmiss Not going back"  
[X Link](https://x.com/mply_cap/status/1939071749825417689)  2025-06-28T21:21Z [---] followers, [--] engagements


"Can we get a $SHOP dip already"  
[X Link](https://x.com/mply_cap/status/1939075341688996298)  2025-06-28T21:36Z [---] followers, [---] engagements


"Shopify deep dive time. Everyones an entrepreneur nowand that trend isnt slowing down. Shoutout to the few wholl actually read through 🧵 (6-min read) $SHOP"  
[X Link](https://x.com/mply_cap/status/1939222137165713700)  2025-06-29T07:19Z [---] followers, [----] engagements


"How Shopify Actually Makes Money First do not mistake Shopify as just a website builder. Understand it is a massive purchasing cooperative for small and medium-sized businesses. The entire company is built like a powerful flywheel designed to pull merchants in and then grow directly alongside them. This flywheel operates in two parts: [--]. Subscription Solutions: This is the "land" phase. Shopify attracts a wide base of users with low-cost predictable subscription plans (Basic Advanced Plus etc.). This gets merchants into the ecosystem. [--]. Merchant Solutions: This is the "expand" phase and the"  
[X Link](https://x.com/mply_cap/status/1939222140194079101)  2025-06-29T07:19Z [---] followers, [---] engagements


"Start Sell Market Manage: Inside the Shopify Engine Shopify has evolved far beyond a simple online store builder into a unified multi-channel commerce operating system. The proof is in the numbers: over 90% of its merchants now use two or more sales channels cementing the platform as the core of their entire strategy. Heres how Shopify empowers them at every stage: START: It provides all the tools to establish a digital presence from scratch. This includes a user-friendly website editor customizable themes to build a unique brand and secure domain hosting. SELL: It enables true omnichannel"  
[X Link](https://x.com/mply_cap/status/1939222143142650294)  2025-06-29T07:19Z [---] followers, [---] engagements


"Moat #1: High Switching Costs Shopify's most powerful moat is its incredibly high switching costs driven almost entirely by its deep app ecosystem. The average merchant installs six third-party apps and a staggering 87% state they rely on them for core operations. These appsfor everything from email marketing and loyalty programs to subscription billingare not just add-ons. They are woven into the daily fabric of the business turning the platform into the central nervous system of a merchant's operation. Once a business is built on Shopify the barriers to leaving are immense. The costs aren't"  
[X Link](https://x.com/mply_cap/status/1939222145768280068)  2025-06-29T07:19Z [---] followers, [--] engagements


"Moat #2: Network Effects Shopify's moat is reinforced by two powerful compounding network effects that make its ecosystem increasingly valuable as it grows. [--]. The Developer-Merchant Flywheel Shopifys massive base of millions of merchants creates an irresistible market for third-party developers. This has attracted a global army of partners who have built an App Store with over [-----] applications covering every imaginable e-commerce need. The sheer scale of this ecosystem is staggering: the revenue generated by Shopify's partners is several times larger than Shopify's own platform revenue."  
[X Link](https://x.com/mply_cap/status/1939222147458605228)  2025-06-29T07:19Z [---] followers, [--] engagements


"Moat #3: Intangible Assets [--]. Brand Reputation Shopify has meticulously cultivated a global reputation that is synonymous with entrepreneurship and empowerment. For millions of aspiring business owners Shopify is the default go-to platform representing trust reliability and the simplest path to building an online business. [--]. Proprietary Data Second is its mountain of proprietary data. Shopify's scale gives it an unparalleled view of global commerce with data from millions of merchants in [---] countries and insights on over [---] million unique shoppers. This massive data asset is nearly"  
[X Link](https://x.com/mply_cap/status/1939222149006303696)  2025-06-29T07:19Z [---] followers, [--] engagements


"Moat #4: Scale & Cost Advantages Payment Processing: Through Shopify Payments even a brand-new merchant instantly qualifies for competitive credit card rates that are typically reserved for much larger businesses. As a standalone operator that same merchant would face significantly higher fees. Shipping and Logistics: This is perhaps the most dramatic example. Shopify leverages its shipping volume to negotiate deep discounts with global carriers. It then passes these savingsup to 88% off standard ratesdirectly to its merchants. For many small businesses this benefit alone can justify the"  
[X Link](https://x.com/mply_cap/status/1939222150516212090)  2025-06-29T07:19Z [---] followers, [--] engagements


"Risks & Valuation [--]. High SMB Churn Shopify's core focus on new entrepreneurs and small businesses means it has a high rate of customer churn. With most new businesses failing only a fraction of Shopify stores survive a full year. This is an inherent feature of their business model. [--]. The "Graduation" Risk While Shopify's moats create strong lock-in for small merchants its most successful customers present the greatest strategic challenge. A large business generating tens of millions in revenue has the resources to finance a complex migration to a more flexible platform if they feel"  
[X Link](https://x.com/mply_cap/status/1939222152659476535)  2025-06-29T07:19Z [---] followers, [---] engagements


"@BoujeeFinances Fruit smoothie"  
[X Link](https://x.com/mply_cap/status/1939335876246462690)  2025-06-29T14:51Z [---] followers, [---] engagements


"Is anybody genuinely considering buying $ADBE"  
[X Link](https://x.com/mply_cap/status/1939494677972996132)  2025-06-30T01:22Z [---] followers, [---] engagements


"Shopping list for pullbacks: $MSCI $SHOP $INTU $MELI $SPOT $FICO"  
[X Link](https://x.com/mply_cap/status/1939517523214418150)  2025-06-30T02:53Z [----] followers, [---] engagements


"SBC isnt pretty but dilution is minimal. Not a dealbreaker just worth watching. $INTU"  
[X Link](https://x.com/mply_cap/status/1939545682605662332)  2025-06-30T04:45Z [---] followers, [---] engagements


"$ASML back to $800"  
[X Link](https://x.com/mply_cap/status/1939851089391522116)  2025-07-01T00:58Z [---] followers, [----] engagements


"QuickBooks: 8085% U.S. market share TurboTax: 60% of consumer tax prep $INTU"  
[X Link](https://x.com/mply_cap/status/1939931628383428834)  2025-07-01T06:18Z [----] followers, [---] engagements


"What deep dive do you want next $BKNG $INTU $MELI Booking Holdings Intuit Stfu Meli Booking Holdings Intuit Stfu Meli"  
[X Link](https://x.com/mply_cap/status/1940495281994584246)  2025-07-02T19:38Z [---] followers, [---] engagements


"There is nothing boring about owning money-printing machines. I still think space and new tech is cool tho. $BN $AMZN $GOOG $UBER $SPGI $V $MCO $ASML"  
[X Link](https://x.com/mply_cap/status/1940529131923689844)  2025-07-02T21:52Z [---] followers, [---] engagements


"@Milan1219 Not much at all I like the company. I am watching it"  
[X Link](https://x.com/mply_cap/status/1940544065109741771)  2025-07-02T22:52Z [---] followers, [--] engagements


"Gemini vs. ChatGPT 29% growth in May for Gemini is absurd. I find Gemini's research superior to ChatGPT's because it is more accurate and ChatGPT tends to tailor responses too much to what I want to hear and what I talk about. Gemini's current inability to retain information across chats unless saved in preferences is frustrating too tho. I wonder how Google will integrate tailored information and preferences into its search engine. $GOOG $GOOGL"  
[X Link](https://x.com/mply_cap/status/1940572151892902380)  2025-07-03T00:43Z [---] followers, [---] engagements


"Diving into MercadoLibre ( $MELI ) the "Amazon of Latin America." This one is an easy read. And below is for Americans like myself who need a geography refresher here is Latin America:"  
[X Link](https://x.com/mply_cap/status/1940620721614737516)  2025-07-03T03:56Z [---] followers, [---] engagements


"Most of their revenue comes from [--] countries: Brazil Mexico and Argentina"  
[X Link](https://x.com/mply_cap/status/1940620724512718997)  2025-07-03T03:56Z [---] followers, [--] engagements


"Melis [--] business segments: Commerce and Fintech [--]. Commerce (Shopping & Selling): MercadoLibre Marketplace: This is like their Amazon where people buy and sell stuff. Mercado Envios (Shipping): Shipping and logistics for their delivery platform Mercado Ads (Ads): Sellers putting ads on the site Mercado Shops (Online Stores): Allows sellers to create their own easy-to-build online stores like Shopify. [--]. Fintech (Money & Payments): Mercado Pago (Payments): This is their payment system like PayPal for online and in-person payments and other money services. Mercado Credito (Loans): Offers loans"  
[X Link](https://x.com/mply_cap/status/1940620727570330054)  2025-07-03T03:56Z [---] followers, [---] engagements


"Meli has several moats: Network Effect: The more buyers use MercadoLibre the more sellers want to be there and vice-versa. This makes the platform more valuable for everyone involved and hard for new competitors to break into. The same goes for their payment system Mercado Pago. Market Leadership and Scale: They are a top player in many Latin American countries. Large size and established presence make it difficult for others to compete. Integrated Ecosystem: All their different parts (marketplace payments shipping lending ads online stores) work together seamlessly making it sticky."  
[X Link](https://x.com/mply_cap/status/1940620730783178957)  2025-07-03T03:56Z [---] followers, [--] engagements


"KPIs for Fintech TPV: total amount of money processed through Mercado Pago MAU: distinct users who actively use Mercado Pago"  
[X Link](https://x.com/mply_cap/status/1940620735254311216)  2025-07-03T03:56Z [----] followers, [--] engagements


"Risks [--]. Economic downturns high inflation and rising interest rates in Latin America will hurt consumer spending credit issuance and overall business growth. [--]. Meli reports its financials in U.S. dollars but its operating currencies are primarily the Brazilian Real Argentinian Peso and Mexican Peso. The depreciation of these currencies exposes foreign exchange risk. [--]. Here is Meli's market share: APPROX Argentina: 68% Brazil: 27% Mexico: 14% Amazon Shopee and Walmart are a few of their competitors. [--]. Debt is a concern for any company in this field and there are worries about MELI's credit"  
[X Link](https://x.com/mply_cap/status/1940620738551058540)  2025-07-03T03:56Z [----] followers, [--] engagements


"Valuation Currently it seems to be around that historical average suggesting it's fairly valued to slightly expensive. I used a shorter timeframe since their numbers have been all over the place"  
[X Link](https://x.com/mply_cap/status/1940620741155663962)  2025-07-03T03:56Z [---] followers, [---] engagements


"MELI is growing extremely fast and this looks to continue. What are your thoughts on $MELI"  
[X Link](https://x.com/mply_cap/status/1940620743500583130)  2025-07-03T03:56Z [---] followers, [---] engagements


"If you were to buy Booking Holdings right before the 40% drawdown during the pandemic you would have recovered by late [----] and had a 20% CAGR to today. I don't think economic downturns are a reason to not buy this stock. $BKNG"  
[X Link](https://x.com/mply_cap/status/1940637867430367681)  2025-07-03T05:04Z [----] followers, [---] engagements


"@StockBookworm Portfolio is looking strong. Interesting your biggest holdings are both NU and Meli since ur from USA"  
[X Link](https://x.com/mply_cap/status/1940687255842312269)  2025-07-03T08:21Z [---] followers, [--] engagements


"@wealthmatica Yes I was thinking about earlier how bing w microsoft is probably very good now but nobody would really know. We all are accustomed to google"  
[X Link](https://x.com/mply_cap/status/1940749639638188151)  2025-07-03T12:29Z [---] followers, [--] engagements


"I think one of Booking Holdings biggest moats (besides scale itself) is its position in highly fragmented international hotel markets where a large share of properties are independent boutique hotels rather than big chains like Marriott or Hilton. Europe: 6065% independent Asia: 50% independent U.S.: 30% independent Many independent hotels which cant easily market themselves at scale are heavily reliant on $BKNG for supply and distribution"  
[X Link](https://x.com/mply_cap/status/1940883306960114037)  2025-07-03T21:20Z [----] followers, [---] engagements


"2 minor concerns worth noting with Booking in general: [--]. As of Jan 2025: $BKNG: 50% direct traffic $ABNB: 62% direct traffic Meaning these visits come directly to their sites [--]. In 2024: $BKNG spent $7.3B (31% of sales) on marketing $ABNB spent $2.1B (21% of sales) Booking still relies heavily on Google for paid traffic though its ability to outspend rivals helps deepen its moat against new competition"  
[X Link](https://x.com/mply_cap/status/1940883308318962025)  2025-07-03T21:20Z [---] followers, [---] engagements


"Investors want to get rich quick and are overconfident in their ability to do so which leads them to overpay for more speculative stocks and undervalue high-quality companies in perpetuity. $MA $V $SPGI $MCO"  
[X Link](https://x.com/mply_cap/status/1940958704108818533)  2025-07-04T02:19Z [---] followers, [---] engagements


"Knowing Peter Lynch would be willing to go all-in on his best idea kind of makes me want to go 100% $BN"  
[X Link](https://x.com/mply_cap/status/1941020522156077419)  2025-07-04T06:25Z [---] followers, [----] engagements


"@wealthmatica I am very bullish a 25% CAGR is highly likely"  
[X Link](https://x.com/mply_cap/status/1941463440717168726)  2025-07-05T11:45Z [---] followers, [---] engagements


"@TheEUInvestor Same w me. Less real estate more float"  
[X Link](https://x.com/mply_cap/status/1941560505275121981)  2025-07-05T18:11Z [---] followers, [--] engagements


"@hollertotide 😏"  
[X Link](https://x.com/mply_cap/status/1941694983939014807)  2025-07-06T03:05Z [---] followers, [--] engagements


"Has anybody thought about how impressive it is that Visa and Mastercard are never down Especially when you compare them to other tech companies. $V $MA"  
[X Link](https://x.com/mply_cap/status/1941716890948178392)  2025-07-06T04:32Z [---] followers, [---] engagements


"@optionscjp Specially the ones w their retirement and housing plans lined up 😂"  
[X Link](https://x.com/mply_cap/status/1941717646669476162)  2025-07-06T04:35Z [---] followers, [---] engagements


"@TheLongAJ Whered u get that number"  
[X Link](https://x.com/mply_cap/status/1941822965198274934)  2025-07-06T11:34Z [---] followers, [--] engagements


"$MCO $SPGI $UBER The Protocol Network Effect In [----] United States regulators required banks to only hold bonds considered investment grade relying on Moodys Poor's and Fitch. Then in [----] the Securities and Exchange Commission reinforced this by creating capital requirement rules based on the ratings of these agencies officially designating them as Nationally Recognized Statistical Rating Organizations (NRSROs). After the [----] financial crisis the government tried to increase competition by expanding the number of NRSROs to around ten with several other companies attempting to compete"  
[X Link](https://x.com/mply_cap/status/1941841543460987195)  2025-07-06T12:47Z [---] followers, [---] engagements


"@TheEUInvestor Can I say I own a Ferrari if I own $RACE"  
[X Link](https://x.com/mply_cap/status/1941850110284956042)  2025-07-06T13:21Z [----] followers, [--] engagements


"@CapexAndChill @joecarlsonshow Thanks to this guy"  
[X Link](https://x.com/mply_cap/status/1941950233765613573)  2025-07-06T19:59Z [---] followers, [--] engagements


"Airline tickets are taking off ✈ $BKNG"  
[X Link](https://x.com/mply_cap/status/1942318450333880788)  2025-07-07T20:22Z [----] followers, [----] engagements


"@BRuss008 @_j__f My fair value for $BN is $95"  
[X Link](https://x.com/mply_cap/status/1942388668867428568)  2025-07-08T01:02Z [---] followers, [--] engagements


"The Uber bear case nobody talks about: @dkhos goes political and it turns a penny stock overnight. $UBER $TSLA"  
[X Link](https://x.com/mply_cap/status/1942488612274311183)  2025-07-08T07:39Z [---] followers, [---] engagements


"@fiscal_ai Bc Buffett owns $KO"  
[X Link](https://x.com/mply_cap/status/1942668123179737265)  2025-07-08T19:32Z [---] followers, [---] engagements


"@Arturo10185 Ok lets see it happen"  
[X Link](https://x.com/mply_cap/status/1942711729450017279)  2025-07-08T22:25Z [---] followers, [--] engagements


"Stock price aside Would you rather own Moodys or FICO $MCO $FICO"  
[X Link](https://x.com/mply_cap/status/1943019472706769359)  2025-07-09T18:48Z [----] followers, [----] engagements


"@PascalVerret Mortgage lenders are now allowed to use vantage scores before it was just Fico"  
[X Link](https://x.com/mply_cap/status/1943030073939861743)  2025-07-09T19:30Z [----] followers, [--] engagements


"@exceed_invest I like how $MCO faces less direct consumer regulatory scrutiny compared to $FICO"  
[X Link](https://x.com/mply_cap/status/1943030985357946900)  2025-07-09T19:34Z [---] followers, [--] engagements


"@NewcomerInvest I want all the $BN I can get"  
[X Link](https://x.com/mply_cap/status/1943081714034642957)  2025-07-09T22:55Z [---] followers, [---] engagements


"Yeah I just found my new favorite graph. Perfect attendance for [--] years. O'Reilly Automotive $ORLY"  
[X Link](https://x.com/mply_cap/status/1943334272892322082)  2025-07-10T15:39Z [----] followers, [----] engagements


"@NewcomerInvest $CMG needs to send a thank u note to all gym & finance bros"  
[X Link](https://x.com/mply_cap/status/1943495694792192342)  2025-07-11T02:20Z [---] followers, [--] engagements


"@KairosPraxis @no_cap_cap Maybe ive been fooled"  
[X Link](https://x.com/mply_cap/status/1943509023052988866)  2025-07-11T03:13Z [---] followers, [--] engagements


"AI companies like Perplexity and OpenAI will need to launch a free web browser to have any real shot at taking market share from Google. Nobodys paying $200/month for Perplexitys search engine. $GOOG $GOOGL"  
[X Link](https://x.com/mply_cap/status/1943745493307162946)  2025-07-11T18:53Z [---] followers, [---] engagements


"Some of the most controversial names right now: $GOOG: Google $TSLA: Tesla $UNH: UnitedHealth $BABA: Alibaba $HIMS: Hims & Hers $ADBE: Adobe $PLTR: Palantir $UBER: Uber $PYPL: PayPal $NKE: Nike $DIS: Disney $HOOD: Robinhood $SOFI: SoFi $BTC: Bitcoin Are you buying any"  
[X Link](https://x.com/mply_cap/status/1943822283321262557)  2025-07-11T23:58Z [----] followers, [----] engagements


"@Abby_crum8 Personally only a fan of Google and Uber from a risk/reward standpoint"  
[X Link](https://x.com/mply_cap/status/1943827806120513861)  2025-07-12T00:20Z [---] followers, [--] engagements


"@invest091 Besides Bookings loyalty program do you think LLMs and Google could potentially disrupt OTAs by steering users to book directly if they identify the best option"  
[X Link](https://x.com/mply_cap/status/1944232539490857147)  2025-07-13T03:08Z [---] followers, [---] engagements


"@BillAckman @TuckerCarlson @TPUSA 🐐"  
[X Link](https://x.com/mply_cap/status/1944568213225816226)  2025-07-14T01:22Z [---] followers, [--] engagements


"Looking at EV/EBIT which of these tech giants stands out to you $ASML $TSM (2330) $AMAT"  
[X Link](https://x.com/mply_cap/status/1944908755457503736)  2025-07-14T23:55Z [---] followers, [---] engagements


"@jpw4848 Yup the renewables segment. So bullish on $BN"  
[X Link](https://x.com/mply_cap/status/1945261865623322966)  2025-07-15T23:19Z [----] followers, [---] engagements


"@wingreat250 $BN is the parent company. The business segments benefit from each other: $BAM increases their AUM $BEP increases their renewables revenue etc"  
[X Link](https://x.com/mply_cap/status/1945291889441120629)  2025-07-16T01:18Z [----] followers, [---] engagements


"@DD17_Capital Every company feels pressure. $ASML is highly sensitive to political influence but I do believe they are just being conservative and there will be growth"  
[X Link](https://x.com/mply_cap/status/1945610097234743791)  2025-07-16T22:22Z [----] followers, [--] engagements


"Weve already seen this tariff story play out multiple times. I dont think Trump will do anything that harms U.S. chip advancements. Tariffs are being used as a negotiation strategy. A 10% drop on a negotiation strategy is how I see it. $ASML"  
[X Link](https://x.com/mply_cap/status/1945619399836131487)  2025-07-16T22:59Z [----] followers, [---] engagements


"If Google ONLY: Grows revenue by 10% the next [--] years Buys back 1% of shares annually Doesn't improve operating margins Gets [--] rerating We're still looking at 10%+ annual growth rate. $GOOG $GOOGL"  
[X Link](https://x.com/mply_cap/status/1945663223778152661)  2025-07-17T01:53Z [----] followers, [----] engagements


"$TSM raised [----] revenue guidance to 30%. What a monster. This should partially rebound $ASML tomorrow"  
[X Link](https://x.com/mply_cap/status/1945735783811256783)  2025-07-17T06:42Z [----] followers, [----] engagements


"6 Key Steps in Semiconductor Manufacturing Process [--]. Deposition [--]. Photoresist coating [--]. Lithography [--]. Etch [--]. Ion Implantation [--]. Packaging Source: $ASML"  
[X Link](https://x.com/mply_cap/status/1946631028208029827)  2025-07-19T17:59Z [----] followers, [---] engagements


"For those interested in the Figma IPO: They have $100 million invested in crypto. What do you think about this $FIG $BTC"  
[X Link](https://x.com/mply_cap/status/1946632761466352122)  2025-07-19T18:06Z [----] followers, [---] engagements


"Nvidia closed at $94 on 4/04/25. Just over three months later its at $167. Buying the dip would give you 77% gains off tariff news. $NVDA"  
[X Link](https://x.com/mply_cap/status/1947848117782565270)  2025-07-23T02:35Z [----] followers, [---] engagements


"14% Rev Growth 12% Search Rev Growth 13% YouTube Ad Growth 32% Cloud Growth Cloud nearly doubled its operating margin The stock is down because of Capex I assume. Free cash flow is down (61%). Not an issue if they are generating strong returns. $GOOG $GOOGL"  
[X Link](https://x.com/mply_cap/status/1948119309915508959)  2025-07-23T20:33Z [----] followers, [----] engagements


"@munster_gene after seeing $GOOGL earnings report"  
[X Link](https://x.com/mply_cap/status/1948544861293903874)  2025-07-25T00:44Z [----] followers, [--] engagements


"Keep getting more bullish on $GOOGL Googles been rolling out innovative tools almost every week. New ways to learn and explore with AI Mode in Search 🧠 - Upload photos and soon PDFs to ask questions that deepen your understanding - Create plans and stay organized on projects with Canvas in AI Mode which will soon be available for U.S. users enrolled in the AI Mode Labs https://t.co/znt0aQwQgz New ways to learn and explore with AI Mode in Search 🧠 - Upload photos and soon PDFs to ask questions that deepen your understanding - Create plans and stay organized on projects with Canvas in AI Mode"  
[X Link](https://x.com/mply_cap/status/1950295312515715087)  2025-07-29T20:40Z [----] followers, [----] engagements


"Visa sees big opportunity in stablecoins for emerging markets & cross-border payments. "We believe that Visa's role is to do what we always do provide trust standards connectivity billions of endpoints scale and interoperability to the payments ecosystem." $V"  
[X Link](https://x.com/mply_cap/status/1950344025321378103)  2025-07-29T23:53Z [----] followers, [---] engagements


"$MSFT and $META casually adding hundreds of billions in market cap after hours"  
[X Link](https://x.com/mply_cap/status/1950680202528395754)  2025-07-30T22:09Z [----] followers, [---] engagements


"Cloud infrastructure typically has a useful life of around [--] years. Rapid technological advancements require constant upgrades. Depreciation is huge but high ROIC make it a good investment. $AMZN $GOOGL $MSFT"  
[X Link](https://x.com/mply_cap/status/1951064335578431498)  2025-07-31T23:36Z [----] followers, [---] engagements


"I would consider staring a $FICO position tomorrow if I didnt already own $MCO and $SPGI. I would buy $1000 bc of this"  
[X Link](https://x.com/mply_cap/status/1952559660306677916)  2025-08-05T02:37Z [----] followers, [----] engagements


"@researcherger Owning more of the company is wasted money"  
[X Link](https://x.com/mply_cap/status/1953285090647196032)  2025-08-07T02:40Z [----] followers, [---] engagements


"@longoption Visa and Mastercard earnings were sharp tho 👍"  
[X Link](https://x.com/mply_cap/status/1955467832541503565)  2025-08-13T03:13Z [----] followers, [---] engagements


"@AustinH26415112 All your points are strong - Im not bearish on the stock. Still there are more effective ways to learn language. Meta and instagram is half brain rot but if users like the experience thats what matters"  
[X Link](https://x.com/mply_cap/status/1955800628594401658)  2025-08-14T01:16Z [----] followers, [--] engagements


"What are your favorite sources for news & investing Updating my preferred sources with the new Google rollout $GOOGL $GOOG"  
[X Link](https://x.com/mply_cap/status/1955806311314284675)  2025-08-14T01:38Z [----] followers, [----] engagements


"@Muzzlebuster No he bought during tariff dip"  
[X Link](https://x.com/mply_cap/status/1956117807914992025)  2025-08-14T22:16Z [----] followers, [---] engagements


"Market Cap $UBER: $190.6B $LYFT: $5.9B Lyft seems like a prime acquisition target. They currently have slightly negative operating margins"  
[X Link](https://x.com/mply_cap/status/1956131699638596085)  2025-08-14T23:11Z [----] followers, [----] engagements


"World GDP in 2024: $111.3T Total bond market: $145.1T The debt market is bigger than the entire global economy. $SPGI $MCO"  
[X Link](https://x.com/mply_cap/status/1956515786069274911)  2025-08-16T00:38Z [----] followers, [----] engagements


"The S&P [---] represents approximately 40% of the total global market capitalization. $SPGI"  
[X Link](https://x.com/mply_cap/status/1956858449456709939)  2025-08-16T23:19Z [----] followers, [---] engagements


"@AustinH26415112 Are you invested in Uber or just Google"  
[X Link](https://x.com/mply_cap/status/1957155210767544498)  2025-08-17T18:58Z [----] followers, [---] engagements


"Adobes valuation looks compelling and is highly likely to do well. [--]. Better companies at similar valuations [--]. Forecasted rev sub 10% [--]. Disruption risk Here is a video I came across on YouTube of ChatGPT creating a Photoshop clone $ADBE"  
[X Link](https://x.com/mply_cap/status/1957980131320115445)  2025-08-20T01:36Z [----] followers, [----] engagements


"In the show Billions a fund manager snaps at an analyst for recommending Apple saying they dont earn a management fee buying Apple. That mindset explains why many active managers underperform: to justify their fees when the best picks are often right in front of their face"  
[X Link](https://x.com/mply_cap/status/1958573251682000919)  2025-08-21T16:53Z [----] followers, [---] engagements


"Most are probably unaware of MercadoLibres revenue growth. Projected high teens over the next [--] years. $MELI"  
[X Link](https://x.com/mply_cap/status/1958626832309162206)  2025-08-21T20:26Z [----] followers, [----] engagements


"@Hagmann1 I disagree What metric are u looking at"  
[X Link](https://x.com/mply_cap/status/1958682464487903449)  2025-08-22T00:07Z [----] followers, [--] engagements


"@MkzRoss @thexcapitalist BAM is owned by BN BAM is only a capital-light asset management/fee bet BN is all the businesses"  
[X Link](https://x.com/mply_cap/status/1959627647006224655)  2025-08-24T14:43Z [----] followers, [--] engagements


"$BN keeps your favorite company capital-light"  
[X Link](https://x.com/mply_cap/status/1959822266855743599)  2025-08-25T03:36Z [----] followers, [----] engagements


"Not very good for the $DUOL bulls Were also rolling out a new beta experience designed to help you meet your unique language goals. In the Translate app tap practice set your language and skill level type in your goals then Translate will create listening and speaking practices tailored to you. Rolling https://t.co/wglfK2B8p8 Were also rolling out a new beta experience designed to help you meet your unique language goals. In the Translate app tap practice set your language and skill level type in your goals then Translate will create listening and speaking practices tailored to you. Rolling"  
[X Link](https://x.com/mply_cap/status/1960405827636093290)  2025-08-26T18:15Z [----] followers, [----] engagements


"Which is more compelling $MSCI $FICO MSCI 3.3% FCF Yield FICO 2.4% FCF Yield Neither MSCI 3.3% FCF Yield FICO 2.4% FCF Yield Neither"  
[X Link](https://x.com/mply_cap/status/1960433549284123003)  2025-08-26T20:05Z [----] followers, [---] engagements


"Intuit is currently trading in line with its 10-year free cash flow yield of 3.32% $INTU"  
[X Link](https://x.com/mply_cap/status/1960772178431082555)  2025-08-27T18:31Z [----] followers, [---] engagements


"Pricing Power American Express $AXP Microsoft $MSFT Herms $RMS FICO $FICO Ferrari $RACE"  
[X Link](https://x.com/mply_cap/status/1960786572661678308)  2025-08-27T19:28Z [----] followers, [---] engagements


"Irreplaceable Physical Assets Canadian Pacific Kansas City $CP American Tower Corporation $AMT Brookfield Infrastructure Partners $BIP Ferrovial SE $FER Waste Management $WM"  
[X Link](https://x.com/mply_cap/status/1960786574129746078)  2025-08-27T19:28Z [----] followers, [---] engagements

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