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# ![@nataninvesting Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1348204901193691136.png) @nataninvesting Natan

Natan's portfolio has reached an all-time high, up XX% year-to-date, outperforming the S&P XXX. His top holdings include Pinduoduo ($PDD), Transmedics ($TMDX), and Alibaba ($BABA), with recent additions like Procept Bionics ($PRCT). He remains bullish on healthcare and Chinese stocks, citing opportunities in biotech, medtech, and e-commerce.

### Engagements: XXXXXX [#](/creator/twitter::1348204901193691136/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1348204901193691136/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +5.90%
- X Months XXXXXXXXX -XXXX%
- X Year XXXXXXXXXX +81%

### Mentions: XX [#](/creator/twitter::1348204901193691136/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1348204901193691136/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XXXX%
- X Months XXX -XXXX%
- X Year XXXXX +6.70%

### Followers: XXXXXX [#](/creator/twitter::1348204901193691136/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1348204901193691136/c:line/m:followers.svg)

- X Week XXXXXX +0.83%
- X Month XXXXXX +8%
- X Months XXXXXX +45%
- X Year XXXXXX +198%

### CreatorRank: XXXXXXX [#](/creator/twitter::1348204901193691136/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1348204901193691136/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1348204901193691136/influence)
---

**Social category influence**
[stocks](/list/stocks)  #4695 [technology brands](/list/technology-brands)  XXXX% [finance](/list/finance)  XXXX% [countries](/list/countries)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [travel destinations](/list/travel-destinations)  XXXX%

**Social topic influence**
[$pypl](/topic/$pypl) #96, [$baba](/topic/$baba) #43, [$tmdx](/topic/$tmdx) #11, [baba](/topic/baba) #2158, [$unh](/topic/$unh) #48, [$regn](/topic/$regn) #8, [$pdd](/topic/$pdd) #7, [alibaba](/topic/alibaba) #309, [$hood](/topic/$hood) #249, [meta](/topic/meta) XXXX%

**Top accounts mentioned or mentioned by**
[@tacticzh](/creator/undefined) [@julius5207](/creator/undefined) [@007ofwallst](/creator/undefined) [@sojustfollowme](/creator/undefined) [@kevinlhr88](/creator/undefined) [@neoanderso6245](/creator/undefined) [@prvarotto2](/creator/undefined) [@tidefallcapital](/creator/undefined) [@datastocksdude](/creator/undefined) [@dirtygreenpaper](/creator/undefined) [@investingbygenz](/creator/undefined) [@investingichina](/creator/undefined) [@retiredlifenc](/creator/undefined) [@carefree201215](/creator/undefined) [@axelderecho](/creator/undefined) [@dividenddudex](/creator/undefined) [@arnytrezzi](/creator/undefined) [@wealthyreadings](/creator/undefined) [@strader255](/creator/undefined) [@meeijer](/creator/undefined)

**Top assets mentioned**
[PayPal Holdings Inc (PYPL)](/topic/$pypl) [Alibaba Group (BABA)](/topic/$baba) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [UnitedHealth Group (UNH)](/topic/$unh) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [PROCEPT BioRobotics Corporation Common Stock (PRCT)](/topic/$prct) [Bitcoin Gold (BTG)](/topic/$btg) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [Metadium (META)](/topic/$meta) [Moderna Inc (MRNA)](/topic/$mrna) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [Edwards Lifesciences Corp (EW)](/topic/$ew) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Palantir (PLTR)](/topic/$pltr) [Fiserv, Inc. (FI)](/topic/$fi) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Bottos (BTO)](/topic/$bto) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Apple, Inc. (AAPL)](/topic/$aapl) [Datadog Inc (DDOG)](/topic/$ddog) [Tesla, Inc. (TSLA)](/topic/$tsla) [Fortinet Inc (FTNT)](/topic/$ftnt) [Vertex Protocol (VRTX)](/topic/$vrtx) [Boston Scientific Corporation (BSX)](/topic/boston-scientific) [IDEXX Laboratories, Inc. (IDXX)](/topic/$idxx) [Zoetis Inc (ZTS)](/topic/$zts) [McDonald's Corp (MCD)](/topic/$mcd) [Elcoin (EL)](/topic/$el) [Tyson Foods, Inc. (TSN)](/topic/$tsn)
### Top Social Posts [#](/creator/twitter::1348204901193691136/posts)
---
Top posts by engagements in the last XX hours

"If TransMedics keeps falling Ill be ready to sell part of my $UNH position to buy more $TMDX shares"  
[X Link](https://x.com/nataninvesting/status/1963616057387569350) [@nataninvesting](/creator/x/nataninvesting) 2025-09-04T14:52Z 30.8K followers, 69.2K engagements


"$PYPL IS EXTREMELY UNDERVALUED PRICE TARGET: $XXX POTENTIAL UPSIDE: +74% ✅ "In my view PayPal remains very undervalued also supported by the aggressive buyback program. Margins are improving and revenue acceleration is expected in 2026" ASSUMPTIONS: LTM Revenue: $32.292B 5Y Revenue CAGR: X% 2030 Profit Margin: XX% 2030 PE Ratio: XX Shares outstanding: 0.977B Shares reduction: 5%/year VALUATION: Q2 2030 $PYPL SHARE PRICE = XXXXXX * (1.07)5 * XXXX * XX / XXXXX * (0.95)5 = 173$ You can now choose the discount rate that you prefer for PayPal I want to use a XX% ACTUAL PRICE: $XX FAIR VALUE: $107"  
[X Link](https://x.com/nataninvesting/status/1970456604861411728) [@nataninvesting](/creator/x/nataninvesting) 2025-09-23T11:53Z 30.8K followers, 70.9K engagements


"Daily reminder that $PYPL is eating its own Shares"  
[X Link](https://x.com/nataninvesting/status/1977834079346426353) [@nataninvesting](/creator/x/nataninvesting) 2025-10-13T20:29Z 30.8K followers, 111.3K engagements


"Say what you want about $PYPL but the trend in operating income over the past few years speaks for itself"  
[X Link](https://x.com/nataninvesting/status/1975650231816728668) [@nataninvesting](/creator/x/nataninvesting) 2025-10-07T19:51Z 30.8K followers, 23.8K engagements


"@nogoodlaw 8%/y buyback = X% dividend yield (and even better)"  
[X Link](https://x.com/nataninvesting/status/1978922327636123789) [@nataninvesting](/creator/x/nataninvesting) 2025-10-16T20:33Z 30.8K followers, XXX engagements


"$BABA IS BACK TO $XX Next stop at $XX or $90"  
[X Link](https://x.com/nataninvesting/status/1821554284443374079) [@nataninvesting](/creator/x/nataninvesting) 2024-08-08T14:29Z 30.8K followers, 40.1K engagements


"@dgorski XX% expect returns per year over the next 5y"  
[X Link](https://x.com/nataninvesting/status/1978906985673203822) [@nataninvesting](/creator/x/nataninvesting) 2025-10-16T19:32Z 30.8K followers, XXX engagements


"I bought XX% more $TMDX Current valuation makes X sense in my opinion my price target is $XXX by the end of 2026. I don't see any better risk/reward opportunity in the market"  
[X Link](https://x.com/nataninvesting/status/1965101370236903547) [@nataninvesting](/creator/x/nataninvesting) 2025-09-08T17:14Z 30.8K followers, 55.7K engagements


"Today at Italian Tech Week I had the incredible opportunity to test $ISRGs da Vinci X the worlds most advanced surgical robot an innovation that feels straight out of the future. As a passionate medtech investor it was an extraordinary experience 🥹🤩"  
[X Link](https://x.com/nataninvesting/status/1974147514720006642) [@nataninvesting](/creator/x/nataninvesting) 2025-10-03T16:20Z 30.8K followers, 8735 engagements


"@AdamoMancino @TravisHoium I have studied the business but I arrived at a different conclusion 🤷🏼♂"  
[X Link](https://x.com/nataninvesting/status/1978894704407195905) [@nataninvesting](/creator/x/nataninvesting) 2025-10-16T18:43Z 30.8K followers, XXX engagements


"@BourbonCap Transmedics"  
[X Link](https://x.com/nataninvesting/status/1978177591707148739) [@nataninvesting](/creator/x/nataninvesting) 2025-10-14T19:14Z 30.8K followers, 14.6K engagements


"Natan YTD: +52.6% S&P500 YTD: +13.3% TOTAL RETURNS (Jan 2022) Natan's portfolio: +130.3% *Benchmark: +49.5% S&P500: +46.2% MY POSITIONS: XXXX% Pinduoduo $PDD XXXX% Transmedics $TMDX XXXX% Robinhood $HOOD XXXX% Alibaba $BABA XXX% UnitedHealth $UNH XXX% Meta Platforms $META XXX% Paypal $PYPL XXX% Regeneron $REGN XXX% B2gold $BTG XXX% Moderna $MRNA XXX% Wizz Air $WIZZ XXX% Procept BioRobotics $PRCT XXX% Edwards Lifesciences $EW XXX% Crispr Therapeutics $CRSP XXX% Nio $NIO Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - *      : - XX%  - XX%   **     . '   and all the     "  
[X Link](https://x.com/nataninvesting/status/1969374148951486783) [@nataninvesting](/creator/x/nataninvesting) 2025-09-20T12:12Z 30.8K followers, 25.5K engagements


"I currently see many opportunities in the healthcare sector. My Healthcare picks are: $TMDX: Organ transplants $UNH: Health insurances $MRNA: mRNA vaccines $REGN: Antibody drugs $EW: Heart valves $CRSP: Crispr gene editing What's your favorite Health stock"  
[X Link](https://x.com/nataninvesting/status/1948462281031123422) [@nataninvesting](/creator/x/nataninvesting) 2025-07-24T19:16Z 30.8K followers, 27.7K engagements


"✅ At 73$ Alibaba $BABA is below my 145$ fair value assuming a X% discount rate the potential upside is 99%. If consumer spending in China rebound this stock could outperform the market over the next years. I don't think my assumptions are too optimistic look for example at X% revenue CAGR and at XX PE ratio for one of the best quality company in China. $PDD $JD $NIO $TCEHY $BYDDY $HSI $HSTECH $KWEB"  
[X Link](https://x.com/nataninvesting/status/1774816366945526137) [@nataninvesting](/creator/x/nataninvesting) 2024-04-01T15:09Z 30.8K followers, 66.1K engagements


"@PiyDW I prefer Paypal over fiserv"  
[X Link](https://x.com/nataninvesting/status/1978906527491580355) [@nataninvesting](/creator/x/nataninvesting) 2025-10-16T19:30Z 30.8K followers, XXX engagements


"$PYPL IS UP XX% IN JUST X DAYS AND STILL LOOKS RIDICULOUSLY UNDERVALUED. PRICE TARGET: $XXX POTENTIAL UPSIDE: +57% ✅ ASSUMPTIONS: LTM Revenue: $32.292B 5Y Revenue CAGR: X% 2030 Profit Margin: XX% 2030 PE Ratio: XX Shares outstanding: 0.977B Shares reduction: 5%/year VALUATION: Q2 2030 $PYPL SHARE PRICE = XXXXXX * (1.07)5 * XXXX * XX / XXXXX * (0.95)5 = 173$ You can now choose the discount rate that you prefer for PayPal I want to use 10%. ACTUAL PRICE: $XX FAIR VALUE: $XXX PRICE TARGET: $XXX POTENTIAL UPSIDE: +57% EXPECTED RETURNS: 18.2%/year DIVIDEND YIELD: - - - - - - - - - - - - - - - -   "  
[X Link](https://x.com/nataninvesting/status/1975905368648634468) [@nataninvesting](/creator/x/nataninvesting) 2025-10-08T12:45Z 30.8K followers, 23.5K engagements


"4) One competitor in particular OrganOx was recently acquired by Terumo a Japanese medical device company for $XXX billion equivalent to more than 20x sales"  
[X Link](https://x.com/nataninvesting/status/1966478359682052408) [@nataninvesting](/creator/x/nataninvesting) 2025-09-12T12:25Z 30.8K followers, XXX engagements


"@Mr_Derivatives Honestly I don't really care about it I have to look at next 5Y"  
[X Link](https://x.com/nataninvesting/status/1978890858066804966) [@nataninvesting](/creator/x/nataninvesting) 2025-10-16T18:28Z 30.8K followers, 4970 engagements


"@AkinatorAssets Tell me more about Argenx I was researching it after regeneron cemdisiran phase X data for MG"  
[X Link](https://x.com/nataninvesting/status/1961096749793075562) [@nataninvesting](/creator/x/nataninvesting) 2025-08-28T16:01Z 30.7K followers, 1939 engagements


"What is the best investment opportunity in China $BABA Fwd PE: XX $BIDU Fwd PE: XX $JD Fwd PE: XX $PDD Fwd PE: XX $TCEHY Fwd PE: XX $BYDDY Fwd PE: 18"  
[X Link](https://x.com/nataninvesting/status/1794847075571748949) [@nataninvesting](/creator/x/nataninvesting) 2024-05-26T21:44Z 30.8K followers, 49.9K engagements


"@GabGrowth Glp1 business is even terrible stealing IP from Pharma that spend billions in R&D"  
[X Link](https://x.com/nataninvesting/status/1978715893187186940) [@nataninvesting](/creator/x/nataninvesting) 2025-10-16T06:53Z 30.8K followers, 1413 engagements


"I believe healthcare is the most attractive sector to find opportunities in the current market environment. Do you have any interesting ideas in healthcare that are worth researching No $HIMS $OSCR $UNH pls 😂"  
[X Link](https://x.com/nataninvesting/status/1961070702112485776) [@nataninvesting](/creator/x/nataninvesting) 2025-08-28T14:17Z 30.8K followers, 60.8K engagements


"@thegrowthplay I use it to track my past performance with transparency since you have to insert the trades live"  
[X Link](https://x.com/nataninvesting/status/1979075119189258577) [@nataninvesting](/creator/x/nataninvesting) 2025-10-17T06:40Z 30.8K followers, XX engagements


"Natan YTD: +59.9% S&P500 YTD: +14.2% TOTAL RETURNS (Jan 2022) Natan's portfolio: +141.3% *Benchmark: +52.1% S&P500: +47.3% MY POSITIONS: XXXX% Pinduoduo $PDD XXXX% Transmedics $TMDX XXXX% Robinhood $HOOD XXXX% Alibaba $BABA XXX% Regeneron $REGN XXX% Paypal $PYPL XXX% UnitedHealth $UNH XXX% Procept BioRobotics $PRCT XXX% Meta Platforms $META XXX% B2gold $BTG XXX% Moderna $MRNA XXX% Wizz Air $WIZZ XXX% Edwards Lifesciences $EW XXX% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - *      : - XX%  - XX%   **     . '   and all the     "  
[X Link](https://x.com/nataninvesting/status/1974446450026156081) [@nataninvesting](/creator/x/nataninvesting) 2025-10-04T12:08Z 30.8K followers, 20.5K engagements


"Imagine being able to buy a robotic surgery company growing XX% a year at just 5x 2025 EV/Sales 🫣"  
[X Link](https://x.com/nataninvesting/status/1975193300035633233) [@nataninvesting](/creator/x/nataninvesting) 2025-10-06T13:35Z 30.8K followers, 83.8K engagements


"@DidierBlessing Trump tariffs have no impact on Alibaba"  
[X Link](https://x.com/nataninvesting/status/1978521377150824493) [@nataninvesting](/creator/x/nataninvesting) 2025-10-15T18:00Z 30.8K followers, XXX engagements


"I think $PYPL will easily outperform S&P500 in the next X years"  
[X Link](https://x.com/nataninvesting/status/1978187662230999478) [@nataninvesting](/creator/x/nataninvesting) 2025-10-14T19:54Z 30.8K followers, 35.6K engagements


"Will $BABA return to $XXX ATH"  
[X Link](https://x.com/nataninvesting/status/1966134656715337993) [@nataninvesting](/creator/x/nataninvesting) 2025-09-11T13:40Z 30.8K followers, 33.8K engagements


"My favorite gold miner $BTG $BTO is up XX% YTD and is trading at only 5x Fwd PE too far below peers"  
[X Link](https://x.com/nataninvesting/status/1966217983749140940) [@nataninvesting](/creator/x/nataninvesting) 2025-09-11T19:11Z 30.8K followers, 8324 engagements


"Every time I think back to $TMDX and what theyve built I cant help but feel I dont own enough shares"  
[X Link](https://x.com/nataninvesting/status/1977454838343446967) [@nataninvesting](/creator/x/nataninvesting) 2025-10-12T19:22Z 30.8K followers, 20.3K engagements


"Trade Republic is launching access to private market in collaboration with Apollo and EQT. Trade Republic is a next Gen broker active in XX European markets with 10M customers and 150B AUM. They offer a X% match for the next XX days Robinhood vibes"  
[X Link](https://x.com/nataninvesting/status/1967272570287460839) [@nataninvesting](/creator/x/nataninvesting) 2025-09-14T17:01Z 30.8K followers, 15.5K engagements


"Spending the weekend in the beautiful Rome"  
[X Link](https://x.com/nataninvesting/status/1977343379760431436) [@nataninvesting](/creator/x/nataninvesting) 2025-10-12T11:59Z 30.8K followers, 13.2K engagements


"I feel quite comfortable with $BABA current price. Every quarter we have a clear catalyst in the accelerating growth of its Cloud business. As long as that momentum lasts the setup looks solid"  
[X Link](https://x.com/nataninvesting/status/1978449331356156000) [@nataninvesting](/creator/x/nataninvesting) 2025-10-15T13:14Z 30.8K followers, 11.2K engagements


"$HIMS Based on my estimates if you buy Hims stock at 7$ in next 10Y you'll get: 🔴 -3.5%/year (worst s.) 🟡 14.6%/year (average scenario) 🟢 31.1%/year (best s.) My rating: STRONG BUY ✅ Price target 1Y: 12$ $HIMS $TMDX $CRSP $UBER $DDOG $TSLA $PLTR $AAPL $FTNT $LIFW $VRTX"  
[X Link](https://x.com/nataninvesting/status/1721910517046837594) [@nataninvesting](/creator/x/nataninvesting) 2023-11-07T15:20Z 30.8K followers, 2500 engagements


"$BABA is reaching P/B of X very ridiculous for a tech company even if it's from China. Are you buying"  
[X Link](https://x.com/nataninvesting/status/1814748046774968819) [@nataninvesting](/creator/x/nataninvesting) 2024-07-20T19:43Z 30.8K followers, 138.3K engagements


"Bought more $PYPL. And no I don't care about opportunity cost risk/reward is extremely good to me"  
[X Link](https://x.com/nataninvesting/status/1978888883707302026) [@nataninvesting](/creator/x/nataninvesting) 2025-10-16T18:20Z 30.8K followers, 36.8K engagements


"In this hype-driven market phase you can either buy great businesses at reasonable valuations or pay tens of billions for future promises. Your choice"  
[X Link](https://x.com/nataninvesting/status/1976259120329101806) [@nataninvesting](/creator/x/nataninvesting) 2025-10-09T12:11Z 30.8K followers, 12.7K engagements


"$PYPL has taken over the advertising screens in the Milan Duomo metro station 💥"  
[X Link](https://x.com/nataninvesting/status/1976346421004759411) [@nataninvesting](/creator/x/nataninvesting) 2025-10-09T17:58Z 30.8K followers, 17.7K engagements


"$REGN  1Y TARGET: $XXX POTENTIAL UPSIDE: +50% ✅ "Regeneron remains my favorite large Cap biotech Dupixent alone justify almost totally current valuation" ASSUMPTIONS: LTM Revenue: $14.214B 5Y Revenue CAGR: X% 2030 Profit Margin: XX% 2030 PE Ratio: XX Shares outstanding: 108.6M Shares reduction: 2%/year VALUATION: Q2 2030 $REGN SHARE PRICE = XXXXXX * (1.08)5 * XXXX * XX / XXXXXX * (0.985) = $1266 You can now choose the discount rate that you prefer for Regeneron I want to use 10%. ACTUAL PRICE: $XXX FAIR VALUE: $XXX PRICE TARGET (1Y): $XXX POTENTIAL UPSIDE: +50% EXPECTED RETURNS: 17.1%/year"  
[X Link](https://x.com/nataninvesting/status/1957784477494616485) [@nataninvesting](/creator/x/nataninvesting) 2025-08-19T12:39Z 30.8K followers, 14.7K engagements


"MY TOP XX UNDERVALUED STOCKS🧵 1) Alibaba $BABA The biggest ecommerce in the world with $1T GMV and the leading cloud services provider in the accelerating China market at 14x Fwd PE. Natan's fair value: $XXX (+32%)"  
[X Link](https://x.com/nataninvesting/status/1959224367893680128) [@nataninvesting](/creator/x/nataninvesting) 2025-08-23T12:01Z 30.8K followers, 528.3K engagements


"@icnewer Similar PE and yes I prefer pinduoduo considering that it's my biggest position"  
[X Link](https://x.com/nataninvesting/status/1979459333743079831) [@nataninvesting](/creator/x/nataninvesting) 2025-10-18T08:07Z 30.8K followers, XX engagements


"Natan YTD: +50.5% S&P500 YTD: +11.4% TOTAL RETURNS (Jan 2022) Natan's portfolio: +127.1% *Benchmark: +46.2% S&P500: +43.7% MY POSITIONS: XXXX% Pinduoduo $PDD XXXX% Transmedics $TMDX XXXX% Robinhood $HOOD XXX% Alibaba $BABA XXX% Regeneron $REGN XXX% Paypal $PYPL XXX% UnitedHealth $UNH XXX% Procept BioRobotics $PRCT XXX% Meta Platforms $META XXX% B2gold $BTG XXX% Moderna $MRNA XXX% Wizz Air $WIZZ XXX% Edwards Lifesciences $EW XXX% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - *      : - XX%  - XX%   **     . '   and all the     "  
[X Link](https://x.com/nataninvesting/status/1977016618891768250) [@nataninvesting](/creator/x/nataninvesting) 2025-10-11T14:21Z 30.8K followers, 13.8K engagements


"5 stocks I really like at current prices: $TMDX $PDD $PRCT $REGN $PYPL (I recently increased all of them)"  
[X Link](https://x.com/nataninvesting/status/1976744037227942170) [@nataninvesting](/creator/x/nataninvesting) 2025-10-10T20:17Z 30.8K followers, 14.5K engagements


"@Strader255 I love vertex because of CF franchise but I don't think current risk/reward is better than regeneron"  
[X Link](https://x.com/nataninvesting/status/1976890076719456554) [@nataninvesting](/creator/x/nataninvesting) 2025-10-11T05:58Z 30.7K followers, XXX engagements


"Many of you have been asking about my latest buys and sells so here they are I increased: $TMDX $REGN $PRCT $PYPL I trimmed: $UNH $BABA $HOOD The entire portfolio is pinned on my profile for free"  
[X Link](https://x.com/nataninvesting/status/1973827704941391934) [@nataninvesting](/creator/x/nataninvesting) 2025-10-02T19:09Z 30.8K followers, 31.6K engagements


"Natan YTD: +51.3% S&P500 YTD: +13.0% TOTAL RETURNS (Jan 2022) Natan's portfolio: +128.3% *Benchmark: +48.3% S&P500: +45.8% MY POSITIONS: XXXX% Pinduoduo $PDD XXXX% Transmedics $TMDX XXXX% Alibaba $BABA XXXX% Robinhood $HOOD XXX% Paypal $PYPL XXX% Regeneron $REGN XXX% UnitedHealth $UNH XXX% Meta Platforms $META XXX% B2gold $BTG XXX% Procept BioRobotics $PRCT XXX% Moderna $MRNA XXX% Wizz Air $WIZZ XXX% Edwards Lifesciences $EW XXX% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - *      : - XX%  - XX%   **     . '   and all the     "  
[X Link](https://x.com/nataninvesting/status/1971910064916091389) [@nataninvesting](/creator/x/nataninvesting) 2025-09-27T12:09Z 30.8K followers, 22.6K engagements


"Im considering selling XX% of my $BABA position to reallocate into other ideas with a better risk/reward. What do you think 🤔"  
[X Link](https://x.com/nataninvesting/status/1972941389920112716) [@nataninvesting](/creator/x/nataninvesting) 2025-09-30T08:27Z 30.8K followers, 65.9K engagements


"@fabio_zagami I feel confident honestly margins are improving and they need to spend a lot in S&G to compete with big medtech players like Boston scientific"  
[X Link](https://x.com/nataninvesting/status/1975259576841957885) [@nataninvesting](/creator/x/nataninvesting) 2025-10-06T17:59Z 30.8K followers, 3543 engagements


"@Andrea_Tombo @alc2022 I don't like what they are doing with GLP-1 (legalized IP steal) and the science behind the business is very poor. Just extremely well marketed generic drugs for sure they're very good in marketing and UX"  
[X Link](https://x.com/nataninvesting/status/1978893137524252997) [@nataninvesting](/creator/x/nataninvesting) 2025-10-16T18:37Z 30.8K followers, XX engagements


"$IDXX IDEXX Laboratories earnings are out. ✅ Revenue Beat: $901.6M vs exp. $891.08M ✅ EPS Beat: $XXXX vs exp. $XXXX Stock is currently flat in pre market $ZTS $MCD $EL $TSN $PLTR"  
[X Link](https://x.com/nataninvesting/status/1754474678188413085) [@nataninvesting](/creator/x/nataninvesting) 2024-02-05T11:58Z 30.7K followers, XXX engagements


"@Lou_Sashol Extremely unprofessional"  
[X Link](https://x.com/nataninvesting/status/1978909389353255349) [@nataninvesting](/creator/x/nataninvesting) 2025-10-16T19:42Z 30.8K followers, XXX engagements


"@Aliberty1 La faccio io quella 😉"  
[X Link](https://x.com/nataninvesting/status/1977400825900155306) [@nataninvesting](/creator/x/nataninvesting) 2025-10-12T15:47Z 30.8K followers, XX engagements


"$UNH Adj EPS guidance is $XX $XXX at 15x PE $XXX at 20x PE What matters is how fast they can return to an higher margin initial EPS guidance for 2025 was $XX XX% higher than the actual $XX. I remain bullish at current price but honestly I expected an higher guidance"  
[X Link](https://x.com/nataninvesting/status/1950141626262729130) [@nataninvesting](/creator/x/nataninvesting) 2025-07-29T10:29Z 30.8K followers, 33.4K engagements


"I recently added a new position with 3X potential to my portfolio ✈ The stock down XX% from ATH and is trading below 2015 IPO price at the same time revenue 4X Let me show you in this thread why Wizz could be a big opportunity🧵"  
[X Link](https://x.com/nataninvesting/status/1951617080693834095) [@nataninvesting](/creator/x/nataninvesting) 2025-08-02T12:12Z 30.8K followers, 123.6K engagements


"What would you change"  
[X Link](https://x.com/nataninvesting/status/1976610115752206429) [@nataninvesting](/creator/x/nataninvesting) 2025-10-10T11:25Z 30.8K followers, 36K engagements


"3) Most recently the stock dropped from $XXX to $XXX largely due to the typical Q3 seasonal weakness and some competitor-related headlines that in reality have no impact on TransMedics operations"  
[X Link](https://x.com/nataninvesting/status/1966478356548825379) [@nataninvesting](/creator/x/nataninvesting) 2025-09-12T12:25Z 30.8K followers, XXX engagements


"I keep seeing people posting $PYPL take rate chart. Okay its true its been declining for the past decade. BUT: Most of that drop comes from Braintree. Its crucial to look at the numbers but even more important to understand them if you want to be a good investor. If you look at PayPals operating income chart youll see how much it has expanded over the past decade but of course that part (which is 5x more important) seems to get zero attention. You may like or dislike PayPal as a business but the points above are simply facts"  
[X Link](https://x.com/nataninvesting/status/1978535262255776009) [@nataninvesting](/creator/x/nataninvesting) 2025-10-15T18:55Z 30.8K followers, 18.2K engagements


"Its true: narratives move prices. $BABA at $70: Dont buy Chinese stocks theyre uninvestable think about the opportunity cost its a dead company you dont know what youre doing. $BABA at $180: Dont sell Alibaba are you crazy Youve already trimmed XX% theres nothing better out there"  
[X Link](https://x.com/nataninvesting/status/1975535295689806230) [@nataninvesting](/creator/x/nataninvesting) 2025-10-07T12:14Z 30.8K followers, 31.9K engagements


"I absolutely need to short this thing. $HIMS I'll do it at $70"  
[X Link](https://x.com/nataninvesting/status/1978782242089390087) [@nataninvesting](/creator/x/nataninvesting) 2025-10-16T11:17Z 30.8K followers, 113.5K engagements


"With markets at all-time highs its not easy to find interesting opportunities. These are XX stocks that I find very attractive at current prices: $META (Advertising) $PDD (E-commerce/Adv) $PYPL (Fintech) $TMDX (Medtech) $PRCT (Medtech) $EW (Medtech) $REGN (Large biotech) $MRNA (Biotech) $BTG (Gold miner) $WIZZ (Airline)"  
[X Link](https://x.com/nataninvesting/status/1969005409433239800) [@nataninvesting](/creator/x/nataninvesting) 2025-09-19T11:47Z 30.8K followers, 32K engagements


"$PYPL is extremely cheap. Its back to the same multiple it had when the stock was at $XX. I dont think 12x is a fair PE for the company but its perfect for the buyback plan"  
[X Link](https://x.com/nataninvesting/status/1979162969842831496) [@nataninvesting](/creator/x/nataninvesting) 2025-10-17T12:29Z 30.8K followers, 32.7K engagements


"Natan YTD: +54.7% S&P500 YTD: +14.8% TOTAL RETURNS (Jan 2022) Natan's portfolio: +133.4% *Benchmark: +50.3% S&P500: +46.7% My positions: $PDD $TMDX $BABA $HOOD $PYPL $REGN $UNH $META $BTG $PRCT $MRNA $WIZZ $EW $CRSP TRANSACTIONS: 🟢 New positions: - 🟢 Increased positions: $TMDX $REGN $PYPL $PRCT 🔴 Sold positions: $NIO 🔴 Decreased positions: $UNH $HOOD ALLOCATION BY COUNTRY: US: XX% China: XX% Canada: XXX% Hungary: X% Switzerland: XXX% Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - *      : - XX%  - XX%   **     . '   and all the     "  
[X Link](https://x.com/nataninvesting/status/1973358722006102131) [@nataninvesting](/creator/x/nataninvesting) 2025-10-01T12:05Z 30.8K followers, 33K engagements