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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 50% year-to-date, outperforming the S&P [---]. 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: [-----] [#](/creator/twitter::1348204901193691136/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1348204901193691136/c:line/m:interactions.svg)

- [--] Week [-------] +127%
- [--] Month [---------] -46%
- [--] Months [----------] +78%
- [--] Year [----------] +48%

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

- [--] Week [--] -13%
- [--] Month [---] -19%
- [--] Months [-----] +26%
- [--] Year [-----] -17%

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

- [--] Week [------] -0.08%
- [--] Month [------] +1.20%
- [--] Months [------] +54%
- [--] Year [------] +121%

### CreatorRank: [-------] [#](/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

**Social category influence**
[stocks](/list/stocks)  56.64% [technology brands](/list/technology-brands)  37.17% [finance](/list/finance)  27.43% [countries](/list/countries)  5.31% [automotive brands](/list/automotive-brands)  2.65% [gaming](/list/gaming)  2.65% [products](/list/products)  2.65%

**Social topic influence**
[$pypl](/topic/$pypl) #894, [$baba](/topic/$baba) #39, [$pdd](/topic/$pdd) #9, [$meta](/topic/$meta) #334, [meta](/topic/meta) 18.58%, [$prct](/topic/$prct) #3, [baba](/topic/baba) #1989, [$regn](/topic/$regn) #3, [$hood](/topic/$hood) #517, [$tmdx](/topic/$tmdx) #17

**Top accounts mentioned or mentioned by**
[@evpr34895](/creator/undefined) [@fifteencagr](/creator/undefined) [@bencockmanx](/creator/undefined) [@vulcanmk5](/creator/undefined) [@fgeorgson](/creator/undefined) [@cruxhound](/creator/undefined) [@logicalthesis](/creator/undefined) [@divguru](/creator/undefined) [@ibarragan19](/creator/undefined) [@whymestirfried](/creator/undefined) [@niksingh19](/creator/undefined) [@idovunderink](/creator/undefined) [@thewiseic](/creator/undefined) [@incogninvestor](/creator/undefined) [@colakoglua](/creator/undefined) [@baiming_](/creator/undefined) [@marketswithmay](/creator/undefined) [@scienceseur](/creator/undefined) [@bagholderiq](/creator/undefined) [@criostasi](/creator/undefined)

**Top assets mentioned**
[PayPal Holdings Inc (PYPL)](/topic/$pypl) [Alibaba Group (BABA)](/topic/$baba) [Metadium (META)](/topic/$meta) [PROCEPT BioRobotics Corporation (PRCT)](/topic/$prct) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [monday.com Ltd. (MNDY)](/topic/$mndy) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [Bitcoin Gold (BTG)](/topic/$btg) [Moderna Inc (MRNA)](/topic/$mrna) [Edwards Lifesciences Corp (EW)](/topic/$ew) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [UnitedHealth Group (UNH)](/topic/$unh) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [John Hancock Financial Opportunities Fund (BTO)](/topic/$bto) [GSK plc (GSK)](/topic/$gsk) [Synthetify (SNY)](/topic/$sny) [Microsoft Corp. (MSFT)](/topic/microsoft) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Asana, Inc. (ASAN)](/topic/$asan)
### Top Social Posts
Top posts by engagements in the last [--] hours

"I absolutely need to short this thing. $HIMS I'll do it at $70"  
[X Link](https://x.com/nataninvesting/status/1978782242089390087)  2025-10-16T11:17Z 39.5K followers, 144.7K engagements


"$BABA is down 11% from $90 to $80 during last [--] trading days. As I said when the stock passed from $80 to $90 last week has anything changed NO You can simply have the chance to buy a good business at more undervalued prices. My price target is still $146 βœ…"  
[X Link](https://x.com/nataninvesting/status/1793714618634015117)  2024-05-23T18:44Z 39.5K followers, 67.6K engagements


"1. $MRNA is the most overlooked biotech in the world. Despite a 92% decline in stock value over the past [--] years there is potential for a big turnaround. My thesis in a few points πŸ‘‡πŸ§΅"  
[X Link](https://x.com/nataninvesting/status/1859943689617068399)  2024-11-22T12:55Z 39.5K followers, 156.6K engagements


""China loosens monetary policy stance for first time in [--] years" Stocks are flying in pre market ✈ $BABA $PDD $JD $BIDU $NIO $HSI"  
[X Link](https://x.com/nataninvesting/status/1866090412383051930)  2024-12-09T11:59Z 39.5K followers, 47.9K engagements


"MY TOP [--] STOCKS FOR 2025🧡 1) Alibaba $BABA The biggest ecommerce in the world with $1T GMV and the biggest cloud services provider in China. The company is trading at 9X Fwd PE not considering the huge cash pile. Natan fair value: $140 (+65%)"  
[X Link](https://x.com/nataninvesting/status/1875214921451151417)  2025-01-03T16:17Z 39.5K followers, 791.1K engagements


"$JD EARNINGS ARE OUT 🟒 Revenue up 16% 🟒 EPS up 49%"  
[X Link](https://x.com/nataninvesting/status/1922220594629640232)  2025-05-13T09:21Z 39.5K followers, 45.4K engagements


"$REGN is trading below $40B EV This means below 3x EV/Revenue I like risk reward so I'm in"  
[X Link](https://x.com/nataninvesting/status/1928447071440294348)  2025-05-30T13:43Z 39.5K followers, [----] engagements


"6) B2Gold $BTG One of the most successful gold miner priced at only 5X Fwd PE. Despite a strong +60% YTD B2 remains severely undervalued compared to peers and considering the many catalyst ahead. Natan's fair value: $6 (+51%)"  
[X Link](https://x.com/nataninvesting/status/1959224416836915574)  2025-08-23T12:01Z 39.5K followers, 39.5K engagements


"7) Procept BioRobotics $PRCT A growth company in robotic surgery that is gaining traction with Aquablation as a leading treatment for BPH. The stock has struggled recently and a [--] price-to-sales multiple doesn't reflect the growth potential. Natan's fair value: $57 (+39%)"  
[X Link](https://x.com/nataninvesting/status/1959224426068586865)  2025-08-23T12:01Z 39.5K followers, 38.9K engagements


"My favorite gold miner $BTG $BTO is up 70% YTD and is trading at only 5x Fwd PE too far below peers"  
[X Link](https://x.com/nataninvesting/status/1966217983749140940)  2025-09-11T19:11Z 39.5K followers, [----] engagements


"5) Procept Biorobotics $PRCT A medtech gem down 2/3 from its highs. The new CEO is a major industry figure and Intuitive Surgicals founder recently bought shares. Its growing 45% a year and trades at 5x forward P/S just too cheap. Natan's fair value: $57 (+73%)"  
[X Link](https://x.com/nataninvesting/status/1979884760983023823)  2025-10-19T12:18Z 39.5K followers, 20.1K engagements


"I sold my entire $UNH position to fund other investments. So far I added to $META and $PYPL but I have a few more ideas I plan to build on in the coming weeks. I still believe in UnitedHealth but with a fully invested portfolio I see better opportunities elsewhere"  
[X Link](https://x.com/nataninvesting/status/1986065703393267891)  2025-11-05T13:38Z 39.5K followers, 84.4K engagements


"Natan YTD: +50.6% S&P500 YTD: +14.4% TOTAL RETURNS (Jan 2022) Natan's portfolio: +50.9% *Benchmark: +16.9% S&P500: +29.0% MY POSITIONS: 19.8% Pinduoduo $PDD 16.2% Transmedics $TMDX 10.4% Robinhood $HOOD 9.6% Alibaba $BABA 8.6% Paypal $PYPL 7.4% Regeneron $REGN 7.2% Procept BioRobotics $PRCT 6.5% Meta Platforms $META 3.8% Wizz Air $WIZZ 3.5% B2gold $BTG 3.3% Moderna $MRNA 2.4% Edwards Lifesciences $EW 1.3% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - *      : - 60%  - 40%   **     . '   and all the     "  
[X Link](https://x.com/nataninvesting/status/1987146035903226196)  2025-11-08T13:11Z 39.5K followers, 22.2K engagements


"The market is down just 4% from the highs but it feels like a way bigger dump. A bunch of stocks are down 2030% and some have even crashed 50%+ from their recent peaks. What's your favorite opportunity right now"  
[X Link](https://x.com/nataninvesting/status/1990522465345548488)  2025-11-17T20:48Z 39.5K followers, 248.3K engagements


"Natan YTD: +55.6% S&P500 YTD: +16.7% TOTAL RETURNS (Jan 2022) Natan's portfolio: +134.8% *Benchmark: +46.0% S&P500: +51.9% My positions: $TMDX $PDD $HOOD $BABA $REGN $PYPL $PRCT $META $WIZZ $BTG $MRNA $EW $CRSP TRANSACTIONS: 🟒 New positions: - 🟒 Increased positions: $PRCT $META $PYPL πŸ”΄ Sold positions: $UNH πŸ”΄ Decreased positions: - ALLOCATION BY COUNTRY: US: 66% China: 25% Hungary: 4% Canada: 4% Switzerland: 1% Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - *      : - 60%  - 40%   **     . '   and all the     . https://twitter.com/i/web/status/1994764347206242811"  
[X Link](https://x.com/nataninvesting/status/1994764347206242811)  2025-11-29T13:44Z 39.5K followers, 42.9K engagements


"The valuation of $PDD has become outright ridiculous. I won't sell a single share"  
[X Link](https://x.com/nataninvesting/status/1999109087661875617)  2025-12-11T13:28Z 39.5K followers, 20.9K engagements


"@Criostasi My top [--] undervalued stocks: $PDD $PRCT $TMDX ( $PYPL too )"  
[X Link](https://x.com/nataninvesting/status/1999187044199768190)  2025-12-11T18:38Z 39.5K followers, [---] engagements


"Natan YTD: +51.1% S&P500 YTD: +16.1% TOTAL RETURNS (Jan 2022) Natan's portfolio: +128.0% *Benchmark: +45.7% S&P500: +49.8% MY POSITIONS: 17.1% Transmedics $TMDX 16.2% Pinduoduo $PDD 9.4% Robinhood $HOOD 9.1% Procept BioRobotics $PRCT 8.9% Alibaba $BABA 8.3% Regeneron $REGN 8.0% Paypal $PYPL 6.7% Meta Platforms $META 4.6% Wizz Air $WIZZ 4.1% B2gold $BTG 4.0% Moderna $MRNA 2.3% Edwards Lifesciences $EW 1.3% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - *      : - 60%  - 40%   **     . '   and all the     ."  
[X Link](https://x.com/nataninvesting/status/1999826924382609470)  2025-12-13T13:01Z 39.5K followers, 10.5K engagements


"Ive been looking for new investment ideas for [----] but honestly I havent found anything better than the companies I already own. So Ill likely keep focusing on my existing positions (portfolio is pinned on my profile)"  
[X Link](https://x.com/nataninvesting/status/2003564949596209642)  2025-12-23T20:34Z 39.5K followers, 21.2K engagements


"2) Meta Platforms $META The global leader in digital advertising remains the most attractive big tech at 21x [----] P/E. The market is pessimistic about all the CapEx they are spending but I believe that in the long run its the right choice. My price target: $1025 (+54%)"  
[X Link](https://x.com/nataninvesting/status/2006352702004244790)  2025-12-31T13:12Z 39.5K followers, 111.1K engagements


"3) Procept Biorobotics $PRCT It is one of the most compelling growth companies in robotic surgery particularly in the BPH space. The company continues to grow at 30% and at 3.7x forward sales it has never been this cheap. My price target: $57 (+81%)"  
[X Link](https://x.com/nataninvesting/status/2006352709604323780)  2025-12-31T13:12Z 39.5K followers, 109.3K engagements


"4) Pinduoduo $PDD The Chinese e-commerce giant remains the cheapest growth company I know despite being the third-largest e-commerce platform globally. A 5x forward EV/FCF valuation is extremely far from what this group is truly worth. My price target: $202 (+77%)"  
[X Link](https://x.com/nataninvesting/status/2006352718332678245)  2025-12-31T13:12Z 39.5K followers, 107.4K engagements


"7) Wizz Air $WIZZ This is an ultra low-cost airline a leader in Eastern Europe. Lately it has struggled with various issues but I believe a turnaround is more than possible. It potentially trades at 1.5x [----] earnings based on my estimates. My price target: [----] (+72%)"  
[X Link](https://x.com/nataninvesting/status/2006352741854241236)  2025-12-31T13:12Z 39.5K followers, 90.6K engagements


"8) B2Gold $BTG This is a Canadian gold miner with mines in Canada Africa and Asia. The company has struggled with various issues but I believe it could be an excellent turnaround. At current gold prices it trades at 4x [----] P/E. My price target: $7 (+54%)"  
[X Link](https://x.com/nataninvesting/status/2006352750301655386)  2025-12-31T13:12Z 39.5K followers, 88.1K engagements


"@Cruxhound B2gold is a gold miner"  
[X Link](https://x.com/nataninvesting/status/2006690687173968136)  2026-01-01T11:35Z 39.5K followers, [---] engagements


"@erikzamberg Tencent has a better moat to be honest"  
[X Link](https://x.com/nataninvesting/status/2006692138356982093)  2026-01-01T11:41Z 39.5K followers, [---] engagements


"These are [--] positions in my portfolio that Id like to increase: $PRCT: a fast-growing robotic surgery company almost forgotten by the market very undervalued. $PYPL: the business is accelerating and the valuation keeps compressing: low risk high reward. $META: I think Mark is doing the right thing with AI spending the market as usual is focused on the short term: good time to take advantage. $PDD: extremely cheap extremely high quality business generating $15B+ FCF there are some China risks but returns could be very high. $WIZZ: the riskiest but potentially most explosive investment the"  
[X Link](https://x.com/nataninvesting/status/2007814773690302879)  2026-01-04T14:02Z 39.5K followers, 34.4K engagements


"$MRNA filed for Flu mRNA vaccine approval after strong P3 results that show superiority efficacy profile. Current market is around $7B it won't be easy to sell an mRNA flu vaccine for but I think it could be a $1B opportunity. Other companies like $BNTX $GSK and $SNY are developing an mRNA flu vaccine too. https://twitter.com/i/web/status/2008186043783119204 https://twitter.com/i/web/status/2008186043783119204"  
[X Link](https://x.com/nataninvesting/status/2008186043783119204)  2026-01-05T14:37Z 39.5K followers, [----] engagements


"$BABA is up more than 5% today in HK session but I think there could be three key catalysts for 2026: Cloud growth accelerating above 30% Easing of the price war in instant commerce HSD revenue growth in China commerce (Taobao and Tmall customer management)"  
[X Link](https://x.com/nataninvesting/status/2010628343029510442)  2026-01-12T08:22Z 39.5K followers, 20.6K engagements


"If $PYPL keeps getting cheaper Ill be forced to revise my valuation model upward πŸ€”"  
[X Link](https://x.com/nataninvesting/status/2011215633732751751)  2026-01-13T23:15Z 39.5K followers, 34.4K engagements


"Based on my valuation models each of the following stocks has the potential to deliver a 1520% CAGR over the next five years: $META $PDD $TMDX $HOOD $PRCT $PYPL $MNDY What would you add"  
[X Link](https://x.com/nataninvesting/status/2011783260959805725)  2026-01-15T12:51Z 39.5K followers, 16.7K engagements


"I bought more $MNDY Too cheap to ignore I really like the risk/reward from here"  
[X Link](https://x.com/nataninvesting/status/2012252515388031123)  2026-01-16T19:56Z 39.5K followers, 11.8K engagements


"These four companies (30% of my portfolio) are trading at single-digit earnings/FCF multiples while still delivering double-digit EPS growth: $PDD $PYPL $WIZZ $BTG The reason is simple: all four are currently disliked by the market each for different reasons. In my view this creates a compelling opportunity because over the long term what really matters are the fundamentals and not the prevailing narrative. https://twitter.com/i/web/status/2015446586789417035 https://twitter.com/i/web/status/2015446586789417035"  
[X Link](https://x.com/nataninvesting/status/2015446586789417035)  2026-01-25T15:28Z 39.5K followers, 12.8K engagements


"@A_P_Capital $PDD $MNDY and $PYPL valuations are ridiculous πŸ˜‚"  
[X Link](https://x.com/nataninvesting/status/2016602529954472091)  2026-01-28T20:01Z 39.5K followers, [---] engagements


"$META Q4 earnings are out - Revenue up 24% y/y - EPS up 11% y/y - costs up 40% y/y"  
[X Link](https://x.com/nataninvesting/status/2016620851316015123)  2026-01-28T21:14Z 39.5K followers, [----] engagements


"Sure keep calling $META the AI loser meanwhile Q1 [----] revenue guidance is +30% y/y. Yeah loser πŸ˜‚"  
[X Link](https://x.com/nataninvesting/status/2016630971118825600)  2026-01-28T21:54Z 39.5K followers, 47.8K engagements


"@DividendDynasty πŸ’ͺ🏻"  
[X Link](https://x.com/nataninvesting/status/2016972886485983285)  2026-01-29T20:33Z 39.5K followers, [---] engagements


"Great day for my portfolio πŸ˜…"  
[X Link](https://x.com/nataninvesting/status/2017345975929467035)  2026-01-30T21:15Z 39.5K followers, 11.7K engagements


"@LogicalThesis The only companies with 80% gross margin is basically Edwards all the others players sit around 60-65% that's extremely good for Procept considering the current scale"  
[X Link](https://x.com/nataninvesting/status/2017531271182733735)  2026-01-31T09:31Z 39.5K followers, [---] engagements


"@BenCockmanX I did it in last [--] days I trimmed 4% of $BABA and 20% of $REGN to but $MNDY and $PYPL not a relevant move"  
[X Link](https://x.com/nataninvesting/status/2017592788351696975)  2026-01-31T13:36Z 39.5K followers, [---] engagements


"@EVPR34895 That's not what I'm looking for so I'm happy to sell more $BABA to buy more $PDD"  
[X Link](https://x.com/nataninvesting/status/2018030421393469894)  2026-02-01T18:35Z 39.5K followers, [---] engagements


"@fifteenCAGR Any good idea"  
[X Link](https://x.com/nataninvesting/status/2018770212879839335)  2026-02-03T19:35Z 39.5K followers, [----] engagements


"@DivGuru I will listen to the earnings call and then I'll take my decision"  
[X Link](https://x.com/nataninvesting/status/2018770563431588258)  2026-02-03T19:36Z 39.5K followers, [----] engagements


"@fifteenCAGR It's a risk/reward game"  
[X Link](https://x.com/nataninvesting/status/2018771781083930732)  2026-02-03T19:41Z 39.5K followers, [----] engagements


"@EVPR34895 Are you sarcastic"  
[X Link](https://x.com/nataninvesting/status/2018814365676531985)  2026-02-03T22:30Z 39.5K followers, [---] engagements


"@Rationalmind__ I like it for graphic and % allocation but for precise performances I use savvytrader that is more accurate on YTD returns"  
[X Link](https://x.com/nataninvesting/status/2018950010268696634)  2026-02-04T07:29Z 39.5K followers, [--] engagements


"@Ibarragan19 I think Paypal will outperform Microsoft over the next 5y so I don't think it's the right choice for me"  
[X Link](https://x.com/nataninvesting/status/2018955386598912022)  2026-02-04T07:50Z 39.5K followers, [--] engagements


"@Adam_a_Dias I'm accumulating on $MNDY but I'm not considering to sell PayPal to buy more in case I'll cut other positions"  
[X Link](https://x.com/nataninvesting/status/2018957047396491623)  2026-02-04T07:57Z 39.5K followers, [---] engagements


"@whymestirfried Agree I did it sometimes I don't believe it's the good decision for my portfolio in this case"  
[X Link](https://x.com/nataninvesting/status/2018957740157345942)  2026-02-04T08:00Z 39.5K followers, [---] engagements


"@NikSingh19 Utilization is not shrinking looking at metrics number of transactions ex PSP grew 5%"  
[X Link](https://x.com/nataninvesting/status/2019145706372538788)  2026-02-04T20:27Z 39.5K followers, [---] engagements


"@IdoVunderink I'm holding but I'm considering to buy more"  
[X Link](https://x.com/nataninvesting/status/2019146626619863231)  2026-02-04T20:30Z 39.5K followers, [---] engagements


"@dirtygreenpaper 🫢🏻"  
[X Link](https://x.com/nataninvesting/status/2019309859968102898)  2026-02-05T07:19Z 39.5K followers, [---] engagements


"@TheWiseIC Not a good metric ex PSP metric is more relevant and is up 5%"  
[X Link](https://x.com/nataninvesting/status/2019310084350963872)  2026-02-05T07:20Z 39.5K followers, [---] engagements


"@VulcanMK5 I'd like to increase $META $HOOD and $MNDY"  
[X Link](https://x.com/nataninvesting/status/2020140570199351422)  2026-02-07T14:20Z 39.5K followers, [---] engagements


"If you want to do yourself a favor and actually learn something useful about the healthcare sector do yourself a favor and study names like $REGN $EW and $ISRG and forget about $HIMS"  
[X Link](https://x.com/nataninvesting/status/2020247672956022884)  2026-02-07T21:25Z 39.5K followers, [---] engagements


"@EVPR34895 You keep looking at stock price and not at numbers"  
[X Link](https://x.com/nataninvesting/status/2021123268032209061)  2026-02-10T07:25Z 39.5K followers, [---] engagements


"Im entering [----] with 60% of my portfolio allocated to these [--] positions: $TMDX $PDD $HOOD $REGN $BABA What about you"  
[X Link](https://x.com/nataninvesting/status/2004177030922014749)  2025-12-25T13:06Z 39.5K followers, 16.6K engagements


"Im considering rotating part of my position from $BABA into $PDD but I might wait a bit longer I havent made a final decision yet"  
[X Link](https://x.com/nataninvesting/status/2014444681552142493)  2026-01-22T21:06Z 39.5K followers, 15.3K engagements


"$META REMAINS THE CHEAPEST BIG TECH PRICE TARGET: $1025 -- $1110 POTENTIAL UPSIDE: +54% βœ… "Considering the 30% growth guidance for Q1 [----] its clear that Metas investments are paying off and will continue to do so" ASSUMPTIONS: LTM Revenue: $200.966B 5Y Revenue CAGR: 13% -- 14% [----] Profit Margin: 39% -- 38% [----] PE Ratio: [--] Shares outstanding: 2.565B Shares reduction: 1%/year VALUATION: Q4 [----] $META Share Price = [-------] * (1.14)5 * [----] * [--] / [-----] * (0.99)5 = 1628$ You can now choose the discount rate that you prefer for Meta I want to use 10%. ACTUAL PRICE: $720 FAIR VALUE: $1011 1Y"  
[X Link](https://x.com/nataninvesting/status/2016882407291359515)  2026-01-29T14:33Z 39.5K followers, [----] engagements


"I bought more $MNDY & $PYPL I dont believe these companies will be disrupted in the short/medium term the numbers are strong and valuations are extremely low"  
[X Link](https://x.com/nataninvesting/status/2016972266307747982)  2026-01-29T20:30Z 39.5K followers, 29.1K engagements


"MY 1Y PRICE TARGETS FOR ALL THE COMPANIES OF MY PORTFOLIO You can find majority of the valuation models on my profile $TMDX $216 (+61%) $PDD $202 (+100%) $BABA $192 (+13%) $HOOD $148 (+49%) $PYPL $125 (+137%) $META $1110 (+55%) $PRCT $57 (+97%) $REGN $980 (+34%) $WIZZ [----] (+59%) $MNDY $230 (+100%) $MRNA $55 (+25%) $BTG $7.50 (+53%) $EW $109 (+35%) $CRSP $75 (+50%) My thoughts: The average upside is around 62% versus an S&P [---] from which we can reasonably expect a 515% return over a year. This means I only need to be right in a portion of cases to generate strong alpha especially considering"  
[X Link](https://x.com/nataninvesting/status/2017957845019304322)  2026-02-01T13:46Z 39.5K followers, 24K engagements


"I'm adjusting my $PYPL price target from $125 to $101. It represents: - A 140% potential upside from current price of $42 - A potential 28% CAGR return over the next [--] years I'll post my updated valuation model tomorrow and no I'm not selling a single share"  
[X Link](https://x.com/nataninvesting/status/2018818104290423170)  2026-02-03T22:45Z 39.5K followers, 48.3K engagements


"Ten more days like this and my portfolio is officially going to zero πŸ˜…"  
[X Link](https://x.com/nataninvesting/status/2019501177289781543)  2026-02-05T19:59Z 39.5K followers, 18.3K engagements


"This is the reason why Ive never invested in $HIMS: it poses a threat to the entire R&D framework on which the pharmaceutical industry is built in addition to the risks associated with drugs that have not been rigorously tested. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify"  
[X Link](https://x.com/nataninvesting/status/2019558964300771441)  2026-02-05T23:49Z 39.5K followers, 21.7K engagements


"Natan YTD: -3.2% S&P500 YTD: +1.3% TOTAL RETURNS (Jan 2022) Natan's portfolio: +116.1% *Benchmark: +40.1% S&P500: +54.0% MY POSITIONS: 18.6% Transmedics $TMDX 15.5% Pinduoduo $PDD 9.2% Alibaba $BABA 7.4% Procept BioRobotics $PRCT 7.2% Regeneron $REGN 7.0% Meta Platforms $META 6.7% Robinhood $HOOD 6.0% Paypal $PYPL 5.6% Wizz Air $WIZZ 4.7% Moderna $MRNA 4.7% B2gold $BTG 4.5% Monday $MNDY 1.8% Edwards Lifesciences $EW 1.1% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - *      : - 70%  - 30%   **     . '   and all the     ."  
[X Link](https://x.com/nataninvesting/status/2020120512521728009)  2026-02-07T13:00Z 39.5K followers, 12.7K engagements


"@Investy_ Not a good Q but valuation makes no sense"  
[X Link](https://x.com/nataninvesting/status/2021122897121608137)  2026-02-10T07:23Z 39.5K followers, [---] engagements


"@jieselong It's a disaster but at the end I'm only down 3% YTD so everything it's under control I strongly disagree on the valuation of these two names so I'm happy to buy more and hold"  
[X Link](https://x.com/nataninvesting/status/2021136177999262126)  2026-02-10T08:16Z 39.5K followers, [----] 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 πŸ˜‚"  
[X Link](https://x.com/nataninvesting/status/1961070702112485776)  2025-08-28T14:17Z 39.5K followers, 60.9K engagements


"Natan YTD: +5.0% S&P500 YTD: +1.8% TOTAL RETURNS (Jan 2022) Natan's portfolio: +134.4% *Benchmark: +45.1% S&P500: +54.7% MY POSITIONS: 17.6% Transmedics $TMDX 16.4% Pinduoduo $PDD 8.6% Robinhood $HOOD 8.4% Regeneron $REGN 8.2% Alibaba $BABA 7.8% Procept BioRobotics $PRCT 7.0% Paypal $PYPL 6.4% Meta Platforms $META 4.8% Wizz Air $WIZZ 4.4% Moderna $MRNA 3.9% B2gold $BTG 3.1% Monday $MNDY 2.2% Edwards Lifesciences $EW 1.2% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - *      : - 60%  - 40%   **     . '   and all the     ."  
[X Link](https://x.com/nataninvesting/status/2010017877768749204)  2026-01-10T15:56Z 39.5K followers, 13.8K engagements


"Natan YTD: +0.9% S&P500 YTD: +1.4% TOTAL RETURNS (Jan 2022) Natan's portfolio: +125.1% *Benchmark: +43.7% S&P500: +54.1% My positions: $TMDX $PDD $BABA $HOOD $PYPL $META $PRCT $REGN $WIZZ $MNDY $MRNA $BTG $EW $CRSP TRANSACTIONS: 🟒 New positions: $MNDY 🟒 Increased positions: $PYPL πŸ”΄ Trimmed positions: $REGN $EW $MRNA $BABA ALLOCATION BY COUNTRY: US: 66% China: 24% Hungary: 5% Canada: 4% Switzerland: 1% Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - *      : - 70%  - 30%   **     . '   and all the     . https://twitter.com/i/web/status/2017590821713748306"  
[X Link](https://x.com/nataninvesting/status/2017590821713748306)  2026-01-31T13:28Z 39.5K followers, 20.1K engagements


"I havent listened to $PYPL earnings call yet Ive only skimmed through what happened but I already have a couple of observations. Im perfectly fine with people making fun of me because the stock is down 20% (They probably have nothing better to do). Thats simply part of contrarian investing: you cant expect to be right 100% of the time on every idea. That said let me be very clear about one thing: it doesnt even cross my mind to sell my position at a 15% FCF yield with a similar level of buybacks expected in [----]. https://twitter.com/i/web/status/2018761512874131891"  
[X Link](https://x.com/nataninvesting/status/2018761512874131891)  2026-02-03T19:00Z 39.5K followers, 82.1K engagements


"It seems a big disaster but at the end I'm only down 2% YTD after being up 48% in [----] πŸ˜…"  
[X Link](https://x.com/nataninvesting/status/2018795660796174682)  2026-02-03T21:16Z 39.5K followers, 11.1K engagements


"$PYPL: DISASTER OR OPPORTUNITY PRICE TARGET: $125 -- $101 POTENTIAL UPSIDE: +152% βœ… "Despite everything that has happened in my view PayPals FCF remains sustainable and the risk/reward profile is very attractive. That said much will depend on execution." ASSUMPTIONS: LTM Revenue: $33.172B 5Y Revenue CAGR: 7.5% -- 4% [----] Profit Margin: 16% [----] PE Ratio: [--] -- [--] Shares outstanding: 0.939B Shares reduction: 5% -- 7%/year VALUATION: Q4 [----] $PYPL SHARE PRICE = [------] * (1.04)5 * [----] * [--] / [-----] * (0.93)5 = 148$ You can now choose the discount rate that you prefer for PayPal I want to use a"  
[X Link](https://x.com/nataninvesting/status/2019115215237906821)  2026-02-04T18:25Z 39.5K followers, 22.4K engagements


"MY TOP [--] STOCKS FOR 2026🧡 1) Alibaba $BABA After a strong [----] I believe the positive momentum can continue supported by 30% cloud growth. The company remains cheap at 13x [----] earnings. My price target: $192 (+31%)"  
[X Link](https://x.com/nataninvesting/status/2006352694836158529)  2025-12-31T13:12Z 39.5K followers, 1.5M engagements


"If you want to learn something useful about the healthcare sector do yourself a favor and study names like $REGN $EW and $ISRG and forget about $HIMS"  
[X Link](https://x.com/nataninvesting/status/2020249345262567804)  2026-02-07T21:32Z 39.5K followers, 14.5K engagements


"Oooookay c'mon let's go below [--] $MNDY"  
[X Link](https://x.com/nataninvesting/status/2020988268502831416)  2026-02-09T22:28Z 39.5K followers, 10.1K engagements


"This is cheaper than $ASAN and it makes absolutely [--] sense 20% growth vs 9% growth and far better margins too"  
[X Link](https://x.com/nataninvesting/status/2020989648663724509)  2026-02-09T22:34Z 39.5K followers, [----] engagements


"I believe $HOOD can deliver 20%+ CAGR returns over the next [--] years: PRICE TARGET: $148 -- $148 POTENTIAL UPSIDE: +85% βœ… ASSUMPTIONS: LTM Revenue: $4.473B 5Y Revenue CAGR: 22% -- 20% [----] Profit Margin: 52% [----] PE Ratio: [--] Shares outstanding: 0.908B Shares reduction: 0%/year VALUATION: Q4 [----] $HOOD SHARE PRICE = [-----] * (1.20)5 * [----] * [--] / [-----] * (1.00)5 = 223$ You can now choose the discount rate that you prefer for Robinhood I want to use a 11%. ACTUAL PRICE: $80 FAIR VALUE: $132 PRICE TARGET (1Y): $148 POTENTIAL UPSIDE: 85% EXPECTED RETURNS: 22.8%/year DIVIDEND YIELD: - - - - - - - -"  
[X Link](https://x.com/nataninvesting/status/2021354213780111505)  2026-02-10T22:42Z 39.5K followers, 10.2K engagements


"@EVPR34895 I'm not far from ATH"  
[X Link](https://x.com/nataninvesting/status/2021486601940107685)  2026-02-11T07:28Z 39.5K followers, [---] engagements


"Terrible news but its hardly surprising that incompetent individuals end up making incompetent decisions. In any case I have no intention of selling my $MRNA shares"  
[X Link](https://x.com/nataninvesting/status/2021496396596027698)  2026-02-11T08:07Z 39.5K followers, 15.2K engagements


"A company growing EPS at 15% per year while trading at just 12x PE makes absolutely no sense. BULLISH $PYPL"  
[X Link](https://x.com/nataninvesting/status/1987992949343293775)  2025-11-10T21:17Z 39.5K followers, 57.4K engagements


"MY $BABA VALUATION MODEL PRICE TARGET: $192 -- $192 POTENTIAL UPSIDE: +22% βœ… "Cloud keeps outperforming valuation remains compelling given the long-term potential especially if the China narrative gain traction again" ASSUMPTIONS: LTM Revenue: $140.563B ( / = .) 5Y Revenue CAGR: 9% -- 10% [----] Profit Margin: 17% [----] PE Ratio: [--] Shares outstanding: 2.396B Shares reduction: 2%/year -- 1% VALUATION: Q3 [----] $BABA SHARE PRICE = [-------] * (1.10)5 * [----] * [--] / [-----] * (0.99)5 = $304 You can now choose the discount rate that you prefer for Alibaba I want to use 12% ACTUAL PRICE: $157 FAIR VALUE:"  
[X Link](https://x.com/nataninvesting/status/1993749265600885110)  2025-11-26T18:30Z 39.5K followers, 11.4K engagements


"Natan YTD: +50.7% S&P500 YTD: +16.2% TOTAL RETURNS (Jan 2022) Natan's portfolio: +127.4% *Benchmark: +43.1% S&P500: +49.9% MY POSITIONS: 17.3% Transmedics $TMDX 15.9% Pinduoduo $PDD 9.6% Robinhood $HOOD 8.7% Regeneron $REGN 8.6% Alibaba $BABA 8.3% Procept BioRobotics $PRCT 7.7% Paypal $PYPL 6.8% Meta Platforms $META 4.9% Wizz Air $WIZZ 4.5% Moderna $MRNA 4.1% B2gold $BTG 2.4% Edwards Lifesciences $EW 1.2% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - *      : - 60%  - 40%   **     . '   and all the     ."  
[X Link](https://x.com/nataninvesting/status/2002363697134547080)  2025-12-20T13:01Z 39.5K followers, 17.2K engagements


"Natan YTD: +51.6% S&P500 YTD: +17.8% TOTAL RETURNS (Jan 2022) Natan's portfolio: +128.8% *Benchmark: +42.0% S&P500: +52.0% MY POSITIONS: 17.2% Transmedics $TMDX 16.1% Pinduoduo $PDD 9.4% Robinhood $HOOD 8.8% Regeneron $REGN 8.6% Alibaba $BABA 8.2% Procept BioRobotics $PRCT 7.6% Paypal $PYPL 6.8% Meta Platforms $META 5.0% Wizz Air $WIZZ 4.3% B2gold $BTG 4.3% Moderna $MRNA 2.4% Edwards Lifesciences $EW 1.3% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - *      : - 60%  - 40%   **     . '   and all the     ."  
[X Link](https://x.com/nataninvesting/status/2004910023885905979)  2025-12-27T13:39Z 39.5K followers, 14.4K engagements


"@Sha_a_dow I don't like thinking in this term I think in term of expected returns not opportunity cost I start from the fact that I can't predict price movements. 25%/year returns for the next 5y will be extremely good if I'm right so I'm happy to hold the position / buy more"  
[X Link](https://x.com/nataninvesting/status/2005674714984005639)  2025-12-29T16:18Z 39.4K followers, [--] engagements


"NEW YEAR = NEW INVESTMENT 😎 I started a position in $MNDY Main reasons: The stock is down 50% over the last [--] months largely driven by the broader SaaS sell-off. Fundamentals remain solid with Net Dollar Retention above 115% among enterprise customers a clear signal of strong product stickiness and upsell. The expansion into the CRM and Service markets looks very promising especially when looking at the ARR trajectory. The company is founder-led with two co-founders who still have significant skin in the game. I see AI as an opportunity rather than a major risk despite current market"  
[X Link](https://x.com/nataninvesting/status/2008231705966993676)  2026-01-05T17:38Z 39.4K followers, 12K engagements


"@BenCockmanX Yeah B2gold is extremely cheap too kinda ridiculous"  
[X Link](https://x.com/nataninvesting/status/2011882769807466837)  2026-01-15T19:26Z 39.5K followers, [---] engagements


"@Annuci98 Since IPO Pinduoduo has outperformed both Alibaba and JD = better for shareholders (at least historically)"  
[X Link](https://x.com/nataninvesting/status/2014598610617266195)  2026-01-23T07:18Z 39.5K followers, [---] engagements


"@friso_alenus Fair view but if you look at [----] estimates Alibaba is 3X more expensive than Pinduoduo + in the long run I think Alibaba and Pinduoduo revenue growth rates could be similar (this doesn't justify the valuation spread)"  
[X Link](https://x.com/nataninvesting/status/2014606194015338905)  2026-01-23T07:48Z 39.5K followers, [---] engagements


"@TheValue_Trader Because I have [--] cash but I'm considering selling some Alibaba and Moderna to buy more"  
[X Link](https://x.com/nataninvesting/status/2015105202852950368)  2026-01-24T16:51Z 39.5K followers, [--] engagements


"@AlphaBetaAnil What peak revenue are you assuming for respiratory vaccine franchise"  
[X Link](https://x.com/nataninvesting/status/2015499760371704162)  2026-01-25T18:59Z 39.4K followers, [----] engagements


"@Ashton_1nvests Not too positive considering what they said during last analyst call but I'm looking forward to guidance"  
[X Link](https://x.com/nataninvesting/status/2017657914031247565)  2026-01-31T17:55Z 39.5K followers, [---] engagements


"@Incogninvestor At this point you can get very good returns without multple expansion too"  
[X Link](https://x.com/nataninvesting/status/2017962594661761210)  2026-02-01T14:05Z 39.5K followers, [---] engagements


"@nicolaumarca @Incogninvestor So basically you underlined the bad data and you avoided the good ones (that are more relevant to be honest) like FCF operating income growth EX PSP"  
[X Link](https://x.com/nataninvesting/status/2017965553042727418)  2026-02-01T14:17Z 39.4K followers, [--] engagements


"@Fin_Eng_Net It depends on your definition of contrarian not relevant in any case"  
[X Link](https://x.com/nataninvesting/status/2018783828689744205)  2026-02-03T20:29Z 39.5K followers, [----] engagements


"David Tepper is buying EVERYTHING related to China. Multiples are still really compressed compared to historical averages. $BABA $JD $PDD $BIDU $TCEHY $NIO $KWEB $HSI What is David Tepper buying in China "Everything" he says. "ETFs I would do futures - everything. Everything." https://t.co/KF2UIA7sSg What is David Tepper buying in China "Everything" he says. "ETFs I would do futures - everything. Everything." https://t.co/KF2UIA7sSg"  
[X Link](https://x.com/nataninvesting/status/1839311245247467552)  2024-09-26T14:29Z 39.5K followers, 16.8K engagements


"$JD  Q3 Revenue up 5.1% Y/Y Q3 ADJ. EPS up 29.5% Y/Y Q3 REVENUE GROWTH BY SEGMENT: 🟑 JD Retail: up 6% Y/Y 🟠 JD Logistics: up 7% Y/Y πŸ”΄ New Businesses: down 26% Y/Y OPERATING MARGIN BY SEGMENT: 🟑 JD Retail: 5.2% -- 5.2% 🟒 JD Logistics: 0.7% -- 4.7% πŸ”΄ New Businesses: -3% -- -12% BUYBACKS PLAN: 🟒 Company repurchased 8.1% of shares outstanding in last [--] months "only" 1.1% in Q3 My notes: - Logistics growth is slowing down very fast compared to $BABA Cainiao ❌ - Logistics segment profitability is growing rapidly βœ… - Retail reported stable margins in a difficult macro environment βœ… Follow me:"  
[X Link](https://x.com/nataninvesting/status/1856996318767419710)  2024-11-14T09:43Z 39.5K followers, 18.3K engagements


"2) With most global markets hitting new all-time highs I believe this sector now stands out as one of the most compelling investment opportunities. Looking at current valuations (NTM P/E) all major players in the sector are trading at relatively low multiples:"  
[X Link](https://x.com/nataninvesting/status/1944057633498959948)  2025-07-12T15:33Z 39.5K followers, [----] engagements


"3) $MPNGY is trading at 16x earnings with margins still far from optimized and revenue expected to grow by 15% in [----]. $PDD sits at 12x with what I believe are overly conservative estimates especially over the long term with revenue forecasted to grow by 9%"  
[X Link](https://x.com/nataninvesting/status/1944057637617758408)  2025-07-12T15:33Z 39.5K followers, [----] engagements


"$BABA S&M expenses increased by 60% in Q2 $JD S&M more than doubled $MPNGY S&M up 50% All because of Instant delivery war. $PDD S&M exp. are up only 10% but they're not fighting this war right decision or missed opportunity Source: Momentum Works"  
[X Link](https://x.com/nataninvesting/status/1963958504554643569)  2025-09-05T13:32Z 39.5K followers, [----] engagements


"@Hap0606 Yes I do Here's my thesis: https://open.substack.com/pub/nataninvesting/p/edwards-lifesciencesutm_source=share&utm_medium=android&r=2a9ilx https://open.substack.com/pub/nataninvesting/p/edwards-lifesciencesutm_source=share&utm_medium=android&r=2a9ilx"  
[X Link](https://x.com/nataninvesting/status/1974476920432603455)  2025-10-04T14:09Z 39.5K followers, [---] engagements


"@finanzasanonima Yeah I know I hope they don't cut guidance again because it happened too many times"  
[X Link](https://x.com/nataninvesting/status/2004584630561984658)  2025-12-26T16:06Z 39.5K followers, [--] engagements


"What is the best opportunity in the stock market today"  
[X Link](https://x.com/nataninvesting/status/1819385046739853341)  2024-08-02T14:49Z 39.5K followers, 12.1K engagements


"During last weeks I reduced my positions in $PLTR $PYPL $META I bought more $MRNA $BTG $EW $BABA $PDD BUT WHY Not because I don't want to let my winners run simply because I want to put my money in the positions with better risk/reward in the medium/long term. Am I wrong"  
[X Link](https://x.com/nataninvesting/status/1857760045108232476)  2024-11-16T12:18Z 39.5K followers, 25.6K engagements


"Do you have an annual target performance for the long term Personally I'd be happy to beat S&P500 by 5%/year on average"  
[X Link](https://x.com/nataninvesting/status/1928144835048796366)  2025-05-29T17:42Z 39.5K followers, 38.3K engagements


"@soonfully Edwards lifesciences you can find my investment thesis + an update on my Substack link in bio (free)"  
[X Link](https://x.com/nataninvesting/status/1961183018309017866)  2025-08-28T21:44Z 39.5K followers, [--] engagements


"@SubtleInduction Look at Edwards Lifesciences high R&D and 30% operating margin despite of the very competitive market"  
[X Link](https://x.com/nataninvesting/status/1972363824054628555)  2025-09-28T18:12Z 39.5K followers, [--] engagements


"At this point the investment in $PYPL will work simply based on the basic math behind the buybacks. Obviously you have to assume that FCF wont start to decline and I honestly dont see any valid signal suggesting that. To me PayPal will deliver an easy 20%+ CAGR over the next few years"  
[X Link](https://x.com/nataninvesting/status/1991492013108113492)  2025-11-20T13:01Z 39.5K followers, 91.1K engagements


"I think Ive found an interesting growth SaaS to invest in at the beginning of [----]. Ill share more details in the coming days together with my top [--] stocks for [----]. Any guesses πŸ€”"  
[X Link](https://x.com/nataninvesting/status/2004591770756378650)  2025-12-26T16:34Z 39.5K followers, 16.2K engagements


"Which is the most undervalued stock in the list $TSLA $SOFI $PYPL $BABA $JD $GOOGL"  
[X Link](https://x.com/nataninvesting/status/1779964425316757646)  2024-04-15T20:06Z 39.5K followers, 125.9K engagements


"Natan YTD: +1.3% S&P500 YTD: +0.2% TOTAL RETURNS (Jan 2022) Natan's portfolio: +126.1% *Benchmark: +43.0% S&P500: +52.3% MY POSITIONS: 16.9% Pinduoduo $PDD 16.8% Transmedics $TMDX 9.2% Robinhood $HOOD 9.0% Alibaba $BABA 8.8% Regeneron $REGN 7.9% Procept BioRobotics $PRCT 7.6% Paypal $PYPL 6.8% Meta Platforms $META 5.1% Wizz Air $WIZZ 4.2% Moderna $MRNA 4.1% B2gold $BTG 2.4% Edwards Lifesciences $EW 1.2% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - *      : - 70%  - 30%   **     . '   and all the     ."  
[X Link](https://x.com/nataninvesting/status/2007548036981928338)  2026-01-03T20:22Z 39.5K followers, 11.5K engagements


"Natan YTD: +4.0% S&P500 YTD: +1.0% TOTAL RETURNS (Jan 2022) Natan's portfolio: +132.1% *Benchmark: +44.2% S&P500: +53.5% MY POSITIONS: 17.3% Transmedics $TMDX 14.6% Pinduoduo $PDD 9.4% Alibaba $BABA 8.0% Robinhood $HOOD 8.0% Regeneron $REGN 7.4% Procept BioRobotics $PRCT 7.0% Paypal $PYPL 6.5% Meta Platforms $META 5.2% Moderna $MRNA 5.0% Wizz Air $WIZZ 4.5% B2gold $BTG 4.1% Monday $MNDY 1.8% Edwards Lifesciences $EW 1.2% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - *      : - 70%  - 30%   **     . '   and all the     ."  
[X Link](https://x.com/nataninvesting/status/2015071018855833946)  2026-01-24T14:35Z 39.5K followers, 12.7K engagements


"Natan YTD: +2.6% S&P500 YTD: +1.4% TOTAL RETURNS (Jan 2022) Natan's portfolio: +129.0% *Benchmark: +44.2% S&P500: +54.1% MY POSITIONS: 18.6% Transmedics $TMDX 14.9% Pinduoduo $PDD 9.2% Alibaba $BABA 8.2% Robinhood $HOOD 8.0% Regeneron $REGN 7.4% Procept BioRobotics $PRCT 7.1% Paypal $PYPL 6.2% Meta Platforms $META 4.8% Wizz Air $WIZZ 4.5% Moderna $MRNA 4.1% Monday $MNDY 4.0% B2gold $BTG 1.8% Edwards Lifesciences $EW 1.2% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - *      : - 60%  - 40%   **     . '   and all the     ."  
[X Link](https://x.com/nataninvesting/status/2012510942517510151)  2026-01-17T13:02Z 39.5K followers, 12.8K engagements

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@nataninvesting Avatar @nataninvesting Natan

Natan's portfolio has reached an all-time high, up 50% year-to-date, outperforming the S&P [---]. 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.

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Social Influence

Social category influence stocks 56.64% technology brands 37.17% finance 27.43% countries 5.31% automotive brands 2.65% gaming 2.65% products 2.65%

Social topic influence $pypl #894, $baba #39, $pdd #9, $meta #334, meta 18.58%, $prct #3, baba #1989, $regn #3, $hood #517, $tmdx #17

Top accounts mentioned or mentioned by @evpr34895 @fifteencagr @bencockmanx @vulcanmk5 @fgeorgson @cruxhound @logicalthesis @divguru @ibarragan19 @whymestirfried @niksingh19 @idovunderink @thewiseic @incogninvestor @colakoglua @baiming_ @marketswithmay @scienceseur @bagholderiq @criostasi

Top assets mentioned PayPal Holdings Inc (PYPL) Alibaba Group (BABA) Metadium (META) PROCEPT BioRobotics Corporation (PRCT) Regeneron Pharmaceuticals Inc (REGN) Robinhood Markets, Inc. (HOOD) TransMedics Group, Inc. Common Stock (TMDX) monday.com Ltd. (MNDY) Meta Platforms, Inc. (META) Bitcoin Gold (BTG) Moderna Inc (MRNA) Edwards Lifesciences Corp (EW) Hims & Hers Health, Inc. (HIMS) UnitedHealth Group (UNH) CRISPR Therapeutics AG (CRSP) Intuitive Surgical, Inc. (ISRG) John Hancock Financial Opportunities Fund (BTO) GSK plc (GSK) Synthetify (SNY) Microsoft Corp. (MSFT) Oscar Health, Inc. (OSCR) Asana, Inc. (ASAN)

Top Social Posts

Top posts by engagements in the last [--] hours

"I absolutely need to short this thing. $HIMS I'll do it at $70"
X Link 2025-10-16T11:17Z 39.5K followers, 144.7K engagements

"$BABA is down 11% from $90 to $80 during last [--] trading days. As I said when the stock passed from $80 to $90 last week has anything changed NO You can simply have the chance to buy a good business at more undervalued prices. My price target is still $146 βœ…"
X Link 2024-05-23T18:44Z 39.5K followers, 67.6K engagements

"1. $MRNA is the most overlooked biotech in the world. Despite a 92% decline in stock value over the past [--] years there is potential for a big turnaround. My thesis in a few points πŸ‘‡πŸ§΅"
X Link 2024-11-22T12:55Z 39.5K followers, 156.6K engagements

""China loosens monetary policy stance for first time in [--] years" Stocks are flying in pre market ✈ $BABA $PDD $JD $BIDU $NIO $HSI"
X Link 2024-12-09T11:59Z 39.5K followers, 47.9K engagements

"MY TOP [--] STOCKS FOR 2025🧡 1) Alibaba $BABA The biggest ecommerce in the world with $1T GMV and the biggest cloud services provider in China. The company is trading at 9X Fwd PE not considering the huge cash pile. Natan fair value: $140 (+65%)"
X Link 2025-01-03T16:17Z 39.5K followers, 791.1K engagements

"$JD EARNINGS ARE OUT 🟒 Revenue up 16% 🟒 EPS up 49%"
X Link 2025-05-13T09:21Z 39.5K followers, 45.4K engagements

"$REGN is trading below $40B EV This means below 3x EV/Revenue I like risk reward so I'm in"
X Link 2025-05-30T13:43Z 39.5K followers, [----] engagements

"6) B2Gold $BTG One of the most successful gold miner priced at only 5X Fwd PE. Despite a strong +60% YTD B2 remains severely undervalued compared to peers and considering the many catalyst ahead. Natan's fair value: $6 (+51%)"
X Link 2025-08-23T12:01Z 39.5K followers, 39.5K engagements

"7) Procept BioRobotics $PRCT A growth company in robotic surgery that is gaining traction with Aquablation as a leading treatment for BPH. The stock has struggled recently and a [--] price-to-sales multiple doesn't reflect the growth potential. Natan's fair value: $57 (+39%)"
X Link 2025-08-23T12:01Z 39.5K followers, 38.9K engagements

"My favorite gold miner $BTG $BTO is up 70% YTD and is trading at only 5x Fwd PE too far below peers"
X Link 2025-09-11T19:11Z 39.5K followers, [----] engagements

"5) Procept Biorobotics $PRCT A medtech gem down 2/3 from its highs. The new CEO is a major industry figure and Intuitive Surgicals founder recently bought shares. Its growing 45% a year and trades at 5x forward P/S just too cheap. Natan's fair value: $57 (+73%)"
X Link 2025-10-19T12:18Z 39.5K followers, 20.1K engagements

"I sold my entire $UNH position to fund other investments. So far I added to $META and $PYPL but I have a few more ideas I plan to build on in the coming weeks. I still believe in UnitedHealth but with a fully invested portfolio I see better opportunities elsewhere"
X Link 2025-11-05T13:38Z 39.5K followers, 84.4K engagements

"Natan YTD: +50.6% S&P500 YTD: +14.4% TOTAL RETURNS (Jan 2022) Natan's portfolio: +50.9% *Benchmark: +16.9% S&P500: +29.0% MY POSITIONS: 19.8% Pinduoduo $PDD 16.2% Transmedics $TMDX 10.4% Robinhood $HOOD 9.6% Alibaba $BABA 8.6% Paypal $PYPL 7.4% Regeneron $REGN 7.2% Procept BioRobotics $PRCT 6.5% Meta Platforms $META 3.8% Wizz Air $WIZZ 3.5% B2gold $BTG 3.3% Moderna $MRNA 2.4% Edwards Lifesciences $EW 1.3% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - * : - 60% - 40% ** . ' and all the "
X Link 2025-11-08T13:11Z 39.5K followers, 22.2K engagements

"The market is down just 4% from the highs but it feels like a way bigger dump. A bunch of stocks are down 2030% and some have even crashed 50%+ from their recent peaks. What's your favorite opportunity right now"
X Link 2025-11-17T20:48Z 39.5K followers, 248.3K engagements

"Natan YTD: +55.6% S&P500 YTD: +16.7% TOTAL RETURNS (Jan 2022) Natan's portfolio: +134.8% *Benchmark: +46.0% S&P500: +51.9% My positions: $TMDX $PDD $HOOD $BABA $REGN $PYPL $PRCT $META $WIZZ $BTG $MRNA $EW $CRSP TRANSACTIONS: 🟒 New positions: - 🟒 Increased positions: $PRCT $META $PYPL πŸ”΄ Sold positions: $UNH πŸ”΄ Decreased positions: - ALLOCATION BY COUNTRY: US: 66% China: 25% Hungary: 4% Canada: 4% Switzerland: 1% Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - * : - 60% - 40% ** . ' and all the . https://twitter.com/i/web/status/1994764347206242811"
X Link 2025-11-29T13:44Z 39.5K followers, 42.9K engagements

"The valuation of $PDD has become outright ridiculous. I won't sell a single share"
X Link 2025-12-11T13:28Z 39.5K followers, 20.9K engagements

"@Criostasi My top [--] undervalued stocks: $PDD $PRCT $TMDX ( $PYPL too )"
X Link 2025-12-11T18:38Z 39.5K followers, [---] engagements

"Natan YTD: +51.1% S&P500 YTD: +16.1% TOTAL RETURNS (Jan 2022) Natan's portfolio: +128.0% *Benchmark: +45.7% S&P500: +49.8% MY POSITIONS: 17.1% Transmedics $TMDX 16.2% Pinduoduo $PDD 9.4% Robinhood $HOOD 9.1% Procept BioRobotics $PRCT 8.9% Alibaba $BABA 8.3% Regeneron $REGN 8.0% Paypal $PYPL 6.7% Meta Platforms $META 4.6% Wizz Air $WIZZ 4.1% B2gold $BTG 4.0% Moderna $MRNA 2.3% Edwards Lifesciences $EW 1.3% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - * : - 60% - 40% ** . ' and all the ."
X Link 2025-12-13T13:01Z 39.5K followers, 10.5K engagements

"Ive been looking for new investment ideas for [----] but honestly I havent found anything better than the companies I already own. So Ill likely keep focusing on my existing positions (portfolio is pinned on my profile)"
X Link 2025-12-23T20:34Z 39.5K followers, 21.2K engagements

"2) Meta Platforms $META The global leader in digital advertising remains the most attractive big tech at 21x [----] P/E. The market is pessimistic about all the CapEx they are spending but I believe that in the long run its the right choice. My price target: $1025 (+54%)"
X Link 2025-12-31T13:12Z 39.5K followers, 111.1K engagements

"3) Procept Biorobotics $PRCT It is one of the most compelling growth companies in robotic surgery particularly in the BPH space. The company continues to grow at 30% and at 3.7x forward sales it has never been this cheap. My price target: $57 (+81%)"
X Link 2025-12-31T13:12Z 39.5K followers, 109.3K engagements

"4) Pinduoduo $PDD The Chinese e-commerce giant remains the cheapest growth company I know despite being the third-largest e-commerce platform globally. A 5x forward EV/FCF valuation is extremely far from what this group is truly worth. My price target: $202 (+77%)"
X Link 2025-12-31T13:12Z 39.5K followers, 107.4K engagements

"7) Wizz Air $WIZZ This is an ultra low-cost airline a leader in Eastern Europe. Lately it has struggled with various issues but I believe a turnaround is more than possible. It potentially trades at 1.5x [----] earnings based on my estimates. My price target: [----] (+72%)"
X Link 2025-12-31T13:12Z 39.5K followers, 90.6K engagements

"8) B2Gold $BTG This is a Canadian gold miner with mines in Canada Africa and Asia. The company has struggled with various issues but I believe it could be an excellent turnaround. At current gold prices it trades at 4x [----] P/E. My price target: $7 (+54%)"
X Link 2025-12-31T13:12Z 39.5K followers, 88.1K engagements

"@Cruxhound B2gold is a gold miner"
X Link 2026-01-01T11:35Z 39.5K followers, [---] engagements

"@erikzamberg Tencent has a better moat to be honest"
X Link 2026-01-01T11:41Z 39.5K followers, [---] engagements

"These are [--] positions in my portfolio that Id like to increase: $PRCT: a fast-growing robotic surgery company almost forgotten by the market very undervalued. $PYPL: the business is accelerating and the valuation keeps compressing: low risk high reward. $META: I think Mark is doing the right thing with AI spending the market as usual is focused on the short term: good time to take advantage. $PDD: extremely cheap extremely high quality business generating $15B+ FCF there are some China risks but returns could be very high. $WIZZ: the riskiest but potentially most explosive investment the"
X Link 2026-01-04T14:02Z 39.5K followers, 34.4K engagements

"$MRNA filed for Flu mRNA vaccine approval after strong P3 results that show superiority efficacy profile. Current market is around $7B it won't be easy to sell an mRNA flu vaccine for but I think it could be a $1B opportunity. Other companies like $BNTX $GSK and $SNY are developing an mRNA flu vaccine too. https://twitter.com/i/web/status/2008186043783119204 https://twitter.com/i/web/status/2008186043783119204"
X Link 2026-01-05T14:37Z 39.5K followers, [----] engagements

"$BABA is up more than 5% today in HK session but I think there could be three key catalysts for 2026: Cloud growth accelerating above 30% Easing of the price war in instant commerce HSD revenue growth in China commerce (Taobao and Tmall customer management)"
X Link 2026-01-12T08:22Z 39.5K followers, 20.6K engagements

"If $PYPL keeps getting cheaper Ill be forced to revise my valuation model upward πŸ€”"
X Link 2026-01-13T23:15Z 39.5K followers, 34.4K engagements

"Based on my valuation models each of the following stocks has the potential to deliver a 1520% CAGR over the next five years: $META $PDD $TMDX $HOOD $PRCT $PYPL $MNDY What would you add"
X Link 2026-01-15T12:51Z 39.5K followers, 16.7K engagements

"I bought more $MNDY Too cheap to ignore I really like the risk/reward from here"
X Link 2026-01-16T19:56Z 39.5K followers, 11.8K engagements

"These four companies (30% of my portfolio) are trading at single-digit earnings/FCF multiples while still delivering double-digit EPS growth: $PDD $PYPL $WIZZ $BTG The reason is simple: all four are currently disliked by the market each for different reasons. In my view this creates a compelling opportunity because over the long term what really matters are the fundamentals and not the prevailing narrative. https://twitter.com/i/web/status/2015446586789417035 https://twitter.com/i/web/status/2015446586789417035"
X Link 2026-01-25T15:28Z 39.5K followers, 12.8K engagements

"@A_P_Capital $PDD $MNDY and $PYPL valuations are ridiculous πŸ˜‚"
X Link 2026-01-28T20:01Z 39.5K followers, [---] engagements

"$META Q4 earnings are out - Revenue up 24% y/y - EPS up 11% y/y - costs up 40% y/y"
X Link 2026-01-28T21:14Z 39.5K followers, [----] engagements

"Sure keep calling $META the AI loser meanwhile Q1 [----] revenue guidance is +30% y/y. Yeah loser πŸ˜‚"
X Link 2026-01-28T21:54Z 39.5K followers, 47.8K engagements

"@DividendDynasty πŸ’ͺ🏻"
X Link 2026-01-29T20:33Z 39.5K followers, [---] engagements

"Great day for my portfolio πŸ˜…"
X Link 2026-01-30T21:15Z 39.5K followers, 11.7K engagements

"@LogicalThesis The only companies with 80% gross margin is basically Edwards all the others players sit around 60-65% that's extremely good for Procept considering the current scale"
X Link 2026-01-31T09:31Z 39.5K followers, [---] engagements

"@BenCockmanX I did it in last [--] days I trimmed 4% of $BABA and 20% of $REGN to but $MNDY and $PYPL not a relevant move"
X Link 2026-01-31T13:36Z 39.5K followers, [---] engagements

"@EVPR34895 That's not what I'm looking for so I'm happy to sell more $BABA to buy more $PDD"
X Link 2026-02-01T18:35Z 39.5K followers, [---] engagements

"@fifteenCAGR Any good idea"
X Link 2026-02-03T19:35Z 39.5K followers, [----] engagements

"@DivGuru I will listen to the earnings call and then I'll take my decision"
X Link 2026-02-03T19:36Z 39.5K followers, [----] engagements

"@fifteenCAGR It's a risk/reward game"
X Link 2026-02-03T19:41Z 39.5K followers, [----] engagements

"@EVPR34895 Are you sarcastic"
X Link 2026-02-03T22:30Z 39.5K followers, [---] engagements

"@Rationalmind__ I like it for graphic and % allocation but for precise performances I use savvytrader that is more accurate on YTD returns"
X Link 2026-02-04T07:29Z 39.5K followers, [--] engagements

"@Ibarragan19 I think Paypal will outperform Microsoft over the next 5y so I don't think it's the right choice for me"
X Link 2026-02-04T07:50Z 39.5K followers, [--] engagements

"@Adam_a_Dias I'm accumulating on $MNDY but I'm not considering to sell PayPal to buy more in case I'll cut other positions"
X Link 2026-02-04T07:57Z 39.5K followers, [---] engagements

"@whymestirfried Agree I did it sometimes I don't believe it's the good decision for my portfolio in this case"
X Link 2026-02-04T08:00Z 39.5K followers, [---] engagements

"@NikSingh19 Utilization is not shrinking looking at metrics number of transactions ex PSP grew 5%"
X Link 2026-02-04T20:27Z 39.5K followers, [---] engagements

"@IdoVunderink I'm holding but I'm considering to buy more"
X Link 2026-02-04T20:30Z 39.5K followers, [---] engagements

"@dirtygreenpaper 🫢🏻"
X Link 2026-02-05T07:19Z 39.5K followers, [---] engagements

"@TheWiseIC Not a good metric ex PSP metric is more relevant and is up 5%"
X Link 2026-02-05T07:20Z 39.5K followers, [---] engagements

"@VulcanMK5 I'd like to increase $META $HOOD and $MNDY"
X Link 2026-02-07T14:20Z 39.5K followers, [---] engagements

"If you want to do yourself a favor and actually learn something useful about the healthcare sector do yourself a favor and study names like $REGN $EW and $ISRG and forget about $HIMS"
X Link 2026-02-07T21:25Z 39.5K followers, [---] engagements

"@EVPR34895 You keep looking at stock price and not at numbers"
X Link 2026-02-10T07:25Z 39.5K followers, [---] engagements

"Im entering [----] with 60% of my portfolio allocated to these [--] positions: $TMDX $PDD $HOOD $REGN $BABA What about you"
X Link 2025-12-25T13:06Z 39.5K followers, 16.6K engagements

"Im considering rotating part of my position from $BABA into $PDD but I might wait a bit longer I havent made a final decision yet"
X Link 2026-01-22T21:06Z 39.5K followers, 15.3K engagements

"$META REMAINS THE CHEAPEST BIG TECH PRICE TARGET: $1025 -- $1110 POTENTIAL UPSIDE: +54% βœ… "Considering the 30% growth guidance for Q1 [----] its clear that Metas investments are paying off and will continue to do so" ASSUMPTIONS: LTM Revenue: $200.966B 5Y Revenue CAGR: 13% -- 14% [----] Profit Margin: 39% -- 38% [----] PE Ratio: [--] Shares outstanding: 2.565B Shares reduction: 1%/year VALUATION: Q4 [----] $META Share Price = [-------] * (1.14)5 * [----] * [--] / [-----] * (0.99)5 = 1628$ You can now choose the discount rate that you prefer for Meta I want to use 10%. ACTUAL PRICE: $720 FAIR VALUE: $1011 1Y"
X Link 2026-01-29T14:33Z 39.5K followers, [----] engagements

"I bought more $MNDY & $PYPL I dont believe these companies will be disrupted in the short/medium term the numbers are strong and valuations are extremely low"
X Link 2026-01-29T20:30Z 39.5K followers, 29.1K engagements

"MY 1Y PRICE TARGETS FOR ALL THE COMPANIES OF MY PORTFOLIO You can find majority of the valuation models on my profile $TMDX $216 (+61%) $PDD $202 (+100%) $BABA $192 (+13%) $HOOD $148 (+49%) $PYPL $125 (+137%) $META $1110 (+55%) $PRCT $57 (+97%) $REGN $980 (+34%) $WIZZ [----] (+59%) $MNDY $230 (+100%) $MRNA $55 (+25%) $BTG $7.50 (+53%) $EW $109 (+35%) $CRSP $75 (+50%) My thoughts: The average upside is around 62% versus an S&P [---] from which we can reasonably expect a 515% return over a year. This means I only need to be right in a portion of cases to generate strong alpha especially considering"
X Link 2026-02-01T13:46Z 39.5K followers, 24K engagements

"I'm adjusting my $PYPL price target from $125 to $101. It represents: - A 140% potential upside from current price of $42 - A potential 28% CAGR return over the next [--] years I'll post my updated valuation model tomorrow and no I'm not selling a single share"
X Link 2026-02-03T22:45Z 39.5K followers, 48.3K engagements

"Ten more days like this and my portfolio is officially going to zero πŸ˜…"
X Link 2026-02-05T19:59Z 39.5K followers, 18.3K engagements

"This is the reason why Ive never invested in $HIMS: it poses a threat to the entire R&D framework on which the pharmaceutical industry is built in addition to the risks associated with drugs that have not been rigorously tested. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify"
X Link 2026-02-05T23:49Z 39.5K followers, 21.7K engagements

"Natan YTD: -3.2% S&P500 YTD: +1.3% TOTAL RETURNS (Jan 2022) Natan's portfolio: +116.1% *Benchmark: +40.1% S&P500: +54.0% MY POSITIONS: 18.6% Transmedics $TMDX 15.5% Pinduoduo $PDD 9.2% Alibaba $BABA 7.4% Procept BioRobotics $PRCT 7.2% Regeneron $REGN 7.0% Meta Platforms $META 6.7% Robinhood $HOOD 6.0% Paypal $PYPL 5.6% Wizz Air $WIZZ 4.7% Moderna $MRNA 4.7% B2gold $BTG 4.5% Monday $MNDY 1.8% Edwards Lifesciences $EW 1.1% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - * : - 70% - 30% ** . ' and all the ."
X Link 2026-02-07T13:00Z 39.5K followers, 12.7K engagements

"@Investy_ Not a good Q but valuation makes no sense"
X Link 2026-02-10T07:23Z 39.5K followers, [---] engagements

"@jieselong It's a disaster but at the end I'm only down 3% YTD so everything it's under control I strongly disagree on the valuation of these two names so I'm happy to buy more and hold"
X Link 2026-02-10T08:16Z 39.5K followers, [----] 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 πŸ˜‚"
X Link 2025-08-28T14:17Z 39.5K followers, 60.9K engagements

"Natan YTD: +5.0% S&P500 YTD: +1.8% TOTAL RETURNS (Jan 2022) Natan's portfolio: +134.4% *Benchmark: +45.1% S&P500: +54.7% MY POSITIONS: 17.6% Transmedics $TMDX 16.4% Pinduoduo $PDD 8.6% Robinhood $HOOD 8.4% Regeneron $REGN 8.2% Alibaba $BABA 7.8% Procept BioRobotics $PRCT 7.0% Paypal $PYPL 6.4% Meta Platforms $META 4.8% Wizz Air $WIZZ 4.4% Moderna $MRNA 3.9% B2gold $BTG 3.1% Monday $MNDY 2.2% Edwards Lifesciences $EW 1.2% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - * : - 60% - 40% ** . ' and all the ."
X Link 2026-01-10T15:56Z 39.5K followers, 13.8K engagements

"Natan YTD: +0.9% S&P500 YTD: +1.4% TOTAL RETURNS (Jan 2022) Natan's portfolio: +125.1% *Benchmark: +43.7% S&P500: +54.1% My positions: $TMDX $PDD $BABA $HOOD $PYPL $META $PRCT $REGN $WIZZ $MNDY $MRNA $BTG $EW $CRSP TRANSACTIONS: 🟒 New positions: $MNDY 🟒 Increased positions: $PYPL πŸ”΄ Trimmed positions: $REGN $EW $MRNA $BABA ALLOCATION BY COUNTRY: US: 66% China: 24% Hungary: 5% Canada: 4% Switzerland: 1% Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - * : - 70% - 30% ** . ' and all the . https://twitter.com/i/web/status/2017590821713748306"
X Link 2026-01-31T13:28Z 39.5K followers, 20.1K engagements

"I havent listened to $PYPL earnings call yet Ive only skimmed through what happened but I already have a couple of observations. Im perfectly fine with people making fun of me because the stock is down 20% (They probably have nothing better to do). Thats simply part of contrarian investing: you cant expect to be right 100% of the time on every idea. That said let me be very clear about one thing: it doesnt even cross my mind to sell my position at a 15% FCF yield with a similar level of buybacks expected in [----]. https://twitter.com/i/web/status/2018761512874131891"
X Link 2026-02-03T19:00Z 39.5K followers, 82.1K engagements

"It seems a big disaster but at the end I'm only down 2% YTD after being up 48% in [----] πŸ˜…"
X Link 2026-02-03T21:16Z 39.5K followers, 11.1K engagements

"$PYPL: DISASTER OR OPPORTUNITY PRICE TARGET: $125 -- $101 POTENTIAL UPSIDE: +152% βœ… "Despite everything that has happened in my view PayPals FCF remains sustainable and the risk/reward profile is very attractive. That said much will depend on execution." ASSUMPTIONS: LTM Revenue: $33.172B 5Y Revenue CAGR: 7.5% -- 4% [----] Profit Margin: 16% [----] PE Ratio: [--] -- [--] Shares outstanding: 0.939B Shares reduction: 5% -- 7%/year VALUATION: Q4 [----] $PYPL SHARE PRICE = [------] * (1.04)5 * [----] * [--] / [-----] * (0.93)5 = 148$ You can now choose the discount rate that you prefer for PayPal I want to use a"
X Link 2026-02-04T18:25Z 39.5K followers, 22.4K engagements

"MY TOP [--] STOCKS FOR 2026🧡 1) Alibaba $BABA After a strong [----] I believe the positive momentum can continue supported by 30% cloud growth. The company remains cheap at 13x [----] earnings. My price target: $192 (+31%)"
X Link 2025-12-31T13:12Z 39.5K followers, 1.5M engagements

"If you want to learn something useful about the healthcare sector do yourself a favor and study names like $REGN $EW and $ISRG and forget about $HIMS"
X Link 2026-02-07T21:32Z 39.5K followers, 14.5K engagements

"Oooookay c'mon let's go below [--] $MNDY"
X Link 2026-02-09T22:28Z 39.5K followers, 10.1K engagements

"This is cheaper than $ASAN and it makes absolutely [--] sense 20% growth vs 9% growth and far better margins too"
X Link 2026-02-09T22:34Z 39.5K followers, [----] engagements

"I believe $HOOD can deliver 20%+ CAGR returns over the next [--] years: PRICE TARGET: $148 -- $148 POTENTIAL UPSIDE: +85% βœ… ASSUMPTIONS: LTM Revenue: $4.473B 5Y Revenue CAGR: 22% -- 20% [----] Profit Margin: 52% [----] PE Ratio: [--] Shares outstanding: 0.908B Shares reduction: 0%/year VALUATION: Q4 [----] $HOOD SHARE PRICE = [-----] * (1.20)5 * [----] * [--] / [-----] * (1.00)5 = 223$ You can now choose the discount rate that you prefer for Robinhood I want to use a 11%. ACTUAL PRICE: $80 FAIR VALUE: $132 PRICE TARGET (1Y): $148 POTENTIAL UPSIDE: 85% EXPECTED RETURNS: 22.8%/year DIVIDEND YIELD: - - - - - - - -"
X Link 2026-02-10T22:42Z 39.5K followers, 10.2K engagements

"@EVPR34895 I'm not far from ATH"
X Link 2026-02-11T07:28Z 39.5K followers, [---] engagements

"Terrible news but its hardly surprising that incompetent individuals end up making incompetent decisions. In any case I have no intention of selling my $MRNA shares"
X Link 2026-02-11T08:07Z 39.5K followers, 15.2K engagements

"A company growing EPS at 15% per year while trading at just 12x PE makes absolutely no sense. BULLISH $PYPL"
X Link 2025-11-10T21:17Z 39.5K followers, 57.4K engagements

"MY $BABA VALUATION MODEL PRICE TARGET: $192 -- $192 POTENTIAL UPSIDE: +22% βœ… "Cloud keeps outperforming valuation remains compelling given the long-term potential especially if the China narrative gain traction again" ASSUMPTIONS: LTM Revenue: $140.563B ( / = .) 5Y Revenue CAGR: 9% -- 10% [----] Profit Margin: 17% [----] PE Ratio: [--] Shares outstanding: 2.396B Shares reduction: 2%/year -- 1% VALUATION: Q3 [----] $BABA SHARE PRICE = [-------] * (1.10)5 * [----] * [--] / [-----] * (0.99)5 = $304 You can now choose the discount rate that you prefer for Alibaba I want to use 12% ACTUAL PRICE: $157 FAIR VALUE:"
X Link 2025-11-26T18:30Z 39.5K followers, 11.4K engagements

"Natan YTD: +50.7% S&P500 YTD: +16.2% TOTAL RETURNS (Jan 2022) Natan's portfolio: +127.4% *Benchmark: +43.1% S&P500: +49.9% MY POSITIONS: 17.3% Transmedics $TMDX 15.9% Pinduoduo $PDD 9.6% Robinhood $HOOD 8.7% Regeneron $REGN 8.6% Alibaba $BABA 8.3% Procept BioRobotics $PRCT 7.7% Paypal $PYPL 6.8% Meta Platforms $META 4.9% Wizz Air $WIZZ 4.5% Moderna $MRNA 4.1% B2gold $BTG 2.4% Edwards Lifesciences $EW 1.2% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - * : - 60% - 40% ** . ' and all the ."
X Link 2025-12-20T13:01Z 39.5K followers, 17.2K engagements

"Natan YTD: +51.6% S&P500 YTD: +17.8% TOTAL RETURNS (Jan 2022) Natan's portfolio: +128.8% *Benchmark: +42.0% S&P500: +52.0% MY POSITIONS: 17.2% Transmedics $TMDX 16.1% Pinduoduo $PDD 9.4% Robinhood $HOOD 8.8% Regeneron $REGN 8.6% Alibaba $BABA 8.2% Procept BioRobotics $PRCT 7.6% Paypal $PYPL 6.8% Meta Platforms $META 5.0% Wizz Air $WIZZ 4.3% B2gold $BTG 4.3% Moderna $MRNA 2.4% Edwards Lifesciences $EW 1.3% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - * : - 60% - 40% ** . ' and all the ."
X Link 2025-12-27T13:39Z 39.5K followers, 14.4K engagements

"@Sha_a_dow I don't like thinking in this term I think in term of expected returns not opportunity cost I start from the fact that I can't predict price movements. 25%/year returns for the next 5y will be extremely good if I'm right so I'm happy to hold the position / buy more"
X Link 2025-12-29T16:18Z 39.4K followers, [--] engagements

"NEW YEAR = NEW INVESTMENT 😎 I started a position in $MNDY Main reasons: The stock is down 50% over the last [--] months largely driven by the broader SaaS sell-off. Fundamentals remain solid with Net Dollar Retention above 115% among enterprise customers a clear signal of strong product stickiness and upsell. The expansion into the CRM and Service markets looks very promising especially when looking at the ARR trajectory. The company is founder-led with two co-founders who still have significant skin in the game. I see AI as an opportunity rather than a major risk despite current market"
X Link 2026-01-05T17:38Z 39.4K followers, 12K engagements

"@BenCockmanX Yeah B2gold is extremely cheap too kinda ridiculous"
X Link 2026-01-15T19:26Z 39.5K followers, [---] engagements

"@Annuci98 Since IPO Pinduoduo has outperformed both Alibaba and JD = better for shareholders (at least historically)"
X Link 2026-01-23T07:18Z 39.5K followers, [---] engagements

"@friso_alenus Fair view but if you look at [----] estimates Alibaba is 3X more expensive than Pinduoduo + in the long run I think Alibaba and Pinduoduo revenue growth rates could be similar (this doesn't justify the valuation spread)"
X Link 2026-01-23T07:48Z 39.5K followers, [---] engagements

"@TheValue_Trader Because I have [--] cash but I'm considering selling some Alibaba and Moderna to buy more"
X Link 2026-01-24T16:51Z 39.5K followers, [--] engagements

"@AlphaBetaAnil What peak revenue are you assuming for respiratory vaccine franchise"
X Link 2026-01-25T18:59Z 39.4K followers, [----] engagements

"@Ashton_1nvests Not too positive considering what they said during last analyst call but I'm looking forward to guidance"
X Link 2026-01-31T17:55Z 39.5K followers, [---] engagements

"@Incogninvestor At this point you can get very good returns without multple expansion too"
X Link 2026-02-01T14:05Z 39.5K followers, [---] engagements

"@nicolaumarca @Incogninvestor So basically you underlined the bad data and you avoided the good ones (that are more relevant to be honest) like FCF operating income growth EX PSP"
X Link 2026-02-01T14:17Z 39.4K followers, [--] engagements

"@Fin_Eng_Net It depends on your definition of contrarian not relevant in any case"
X Link 2026-02-03T20:29Z 39.5K followers, [----] engagements

"David Tepper is buying EVERYTHING related to China. Multiples are still really compressed compared to historical averages. $BABA $JD $PDD $BIDU $TCEHY $NIO $KWEB $HSI What is David Tepper buying in China "Everything" he says. "ETFs I would do futures - everything. Everything." https://t.co/KF2UIA7sSg What is David Tepper buying in China "Everything" he says. "ETFs I would do futures - everything. Everything." https://t.co/KF2UIA7sSg"
X Link 2024-09-26T14:29Z 39.5K followers, 16.8K engagements

"$JD Q3 Revenue up 5.1% Y/Y Q3 ADJ. EPS up 29.5% Y/Y Q3 REVENUE GROWTH BY SEGMENT: 🟑 JD Retail: up 6% Y/Y 🟠 JD Logistics: up 7% Y/Y πŸ”΄ New Businesses: down 26% Y/Y OPERATING MARGIN BY SEGMENT: 🟑 JD Retail: 5.2% -- 5.2% 🟒 JD Logistics: 0.7% -- 4.7% πŸ”΄ New Businesses: -3% -- -12% BUYBACKS PLAN: 🟒 Company repurchased 8.1% of shares outstanding in last [--] months "only" 1.1% in Q3 My notes: - Logistics growth is slowing down very fast compared to $BABA Cainiao ❌ - Logistics segment profitability is growing rapidly βœ… - Retail reported stable margins in a difficult macro environment βœ… Follow me:"
X Link 2024-11-14T09:43Z 39.5K followers, 18.3K engagements

"2) With most global markets hitting new all-time highs I believe this sector now stands out as one of the most compelling investment opportunities. Looking at current valuations (NTM P/E) all major players in the sector are trading at relatively low multiples:"
X Link 2025-07-12T15:33Z 39.5K followers, [----] engagements

"3) $MPNGY is trading at 16x earnings with margins still far from optimized and revenue expected to grow by 15% in [----]. $PDD sits at 12x with what I believe are overly conservative estimates especially over the long term with revenue forecasted to grow by 9%"
X Link 2025-07-12T15:33Z 39.5K followers, [----] engagements

"$BABA S&M expenses increased by 60% in Q2 $JD S&M more than doubled $MPNGY S&M up 50% All because of Instant delivery war. $PDD S&M exp. are up only 10% but they're not fighting this war right decision or missed opportunity Source: Momentum Works"
X Link 2025-09-05T13:32Z 39.5K followers, [----] engagements

"@Hap0606 Yes I do Here's my thesis: https://open.substack.com/pub/nataninvesting/p/edwards-lifesciencesutm_source=share&utm_medium=android&r=2a9ilx https://open.substack.com/pub/nataninvesting/p/edwards-lifesciencesutm_source=share&utm_medium=android&r=2a9ilx"
X Link 2025-10-04T14:09Z 39.5K followers, [---] engagements

"@finanzasanonima Yeah I know I hope they don't cut guidance again because it happened too many times"
X Link 2025-12-26T16:06Z 39.5K followers, [--] engagements

"What is the best opportunity in the stock market today"
X Link 2024-08-02T14:49Z 39.5K followers, 12.1K engagements

"During last weeks I reduced my positions in $PLTR $PYPL $META I bought more $MRNA $BTG $EW $BABA $PDD BUT WHY Not because I don't want to let my winners run simply because I want to put my money in the positions with better risk/reward in the medium/long term. Am I wrong"
X Link 2024-11-16T12:18Z 39.5K followers, 25.6K engagements

"Do you have an annual target performance for the long term Personally I'd be happy to beat S&P500 by 5%/year on average"
X Link 2025-05-29T17:42Z 39.5K followers, 38.3K engagements

"@soonfully Edwards lifesciences you can find my investment thesis + an update on my Substack link in bio (free)"
X Link 2025-08-28T21:44Z 39.5K followers, [--] engagements

"@SubtleInduction Look at Edwards Lifesciences high R&D and 30% operating margin despite of the very competitive market"
X Link 2025-09-28T18:12Z 39.5K followers, [--] engagements

"At this point the investment in $PYPL will work simply based on the basic math behind the buybacks. Obviously you have to assume that FCF wont start to decline and I honestly dont see any valid signal suggesting that. To me PayPal will deliver an easy 20%+ CAGR over the next few years"
X Link 2025-11-20T13:01Z 39.5K followers, 91.1K engagements

"I think Ive found an interesting growth SaaS to invest in at the beginning of [----]. Ill share more details in the coming days together with my top [--] stocks for [----]. Any guesses πŸ€”"
X Link 2025-12-26T16:34Z 39.5K followers, 16.2K engagements

"Which is the most undervalued stock in the list $TSLA $SOFI $PYPL $BABA $JD $GOOGL"
X Link 2024-04-15T20:06Z 39.5K followers, 125.9K engagements

"Natan YTD: +1.3% S&P500 YTD: +0.2% TOTAL RETURNS (Jan 2022) Natan's portfolio: +126.1% *Benchmark: +43.0% S&P500: +52.3% MY POSITIONS: 16.9% Pinduoduo $PDD 16.8% Transmedics $TMDX 9.2% Robinhood $HOOD 9.0% Alibaba $BABA 8.8% Regeneron $REGN 7.9% Procept BioRobotics $PRCT 7.6% Paypal $PYPL 6.8% Meta Platforms $META 5.1% Wizz Air $WIZZ 4.2% Moderna $MRNA 4.1% B2gold $BTG 2.4% Edwards Lifesciences $EW 1.2% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - * : - 70% - 30% ** . ' and all the ."
X Link 2026-01-03T20:22Z 39.5K followers, 11.5K engagements

"Natan YTD: +4.0% S&P500 YTD: +1.0% TOTAL RETURNS (Jan 2022) Natan's portfolio: +132.1% *Benchmark: +44.2% S&P500: +53.5% MY POSITIONS: 17.3% Transmedics $TMDX 14.6% Pinduoduo $PDD 9.4% Alibaba $BABA 8.0% Robinhood $HOOD 8.0% Regeneron $REGN 7.4% Procept BioRobotics $PRCT 7.0% Paypal $PYPL 6.5% Meta Platforms $META 5.2% Moderna $MRNA 5.0% Wizz Air $WIZZ 4.5% B2gold $BTG 4.1% Monday $MNDY 1.8% Edwards Lifesciences $EW 1.2% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - * : - 70% - 30% ** . ' and all the ."
X Link 2026-01-24T14:35Z 39.5K followers, 12.7K engagements

"Natan YTD: +2.6% S&P500 YTD: +1.4% TOTAL RETURNS (Jan 2022) Natan's portfolio: +129.0% *Benchmark: +44.2% S&P500: +54.1% MY POSITIONS: 18.6% Transmedics $TMDX 14.9% Pinduoduo $PDD 9.2% Alibaba $BABA 8.2% Robinhood $HOOD 8.0% Regeneron $REGN 7.4% Procept BioRobotics $PRCT 7.1% Paypal $PYPL 6.2% Meta Platforms $META 4.8% Wizz Air $WIZZ 4.5% Moderna $MRNA 4.1% Monday $MNDY 4.0% B2gold $BTG 1.8% Edwards Lifesciences $EW 1.2% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - * : - 60% - 40% ** . ' and all the ."
X Link 2026-01-17T13:02Z 39.5K followers, 12.8K engagements

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@nataninvesting
/creator/twitter::nataninvesting