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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 XXXXXX -XX%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXX +20%
- X Year XXXXXXXXXX +68%

### 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 +1.90%
- X Months XXXXX +22%
- X Year XXXXX -XX%

### 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 +0.19%
- X Month XXXXXX +6.80%
- X Months XXXXXX +56%
- X Year XXXXXX +185%

### 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

**Social category influence**
[stocks](/list/stocks)  #5017 [finance](/list/finance)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [automotive brands](/list/automotive-brands)  [cryptocurrencies](/list/cryptocurrencies) 

**Social topic influence**
[$pdd](/topic/$pdd) #2, [$prct](/topic/$prct) #2, [$pypl](/topic/$pypl) #165, [$baba](/topic/$baba) #4, [$tmdx](/topic/$tmdx) #7, [$regn](/topic/$regn) #1, [target](/topic/target), [pe ratio](/topic/pe-ratio) #20, [pinduoduo](/topic/pinduoduo) #19, [stocks](/topic/stocks) #1931

**Top accounts mentioned or mentioned by**
[@elkingnatinho](/creator/undefined) [@dividenddynasty](/creator/undefined) [@gurgavin](/creator/undefined) [@dividenddudex](/creator/undefined) [@arnytrezzi](/creator/undefined) [@mmmtwealth](/creator/undefined) [@qualityinvest5](/creator/undefined) [@qualitystocksa](/creator/undefined) [@stockmktnewz](/creator/undefined) [@krossroads](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@ajbutton2](/creator/undefined) [@veracitystocks](/creator/undefined) [@thelonginvest](/creator/undefined) [@marketswithmay](/creator/undefined) [@aceddeca1](/creator/undefined) [@retiredlifenc](/creator/undefined) [@ftrinvestors](/creator/undefined) [@thexcapitalist](/creator/undefined) [@jevgenijs](/creator/undefined)

**Top assets mentioned**
[PROCEPT BioRobotics Corporation Common Stock (PRCT)](/topic/$prct) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Alibaba Group (BABA)](/topic/$baba) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Edwards Lifesciences Corp (EW)](/topic/$ew) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Metadium (META)](/topic/$meta) [UnitedHealth Group (UNH)](/topic/$unh) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [Bitcoin Gold (BTG)](/topic/$btg) [Moderna Inc (MRNA)](/topic/$mrna) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Bottos (BTO)](/topic/$bto) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [Novo-Nordisk (NVO)](/topic/$nvo) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Pfizer, Inc. (PFE)](/topic/$pfe) [Johnson & Johnson (JNJ)](/topic/$jnj)
### Top Social Posts
Top posts by engagements in the last XX hours

"$PYPL is set to close 2025 with a disgustingly strong EPS growth of XX% outpacing the S&P XXX average. Calling this business dead at this point simply shows an inability to read an income statement. The stock remains deeply undervalued"  
[X Link](https://x.com/nataninvesting/status/1997778320214126780)  2025-12-07T21:20Z 35.6K followers, 29.8K engagements


"🔴 $HSI $HSTECH down X% in the HK session. $BABA -XXX% $JD -XXX% $TCEHY -XXX% $BIDU -XXX% $NIO -XXX% $PDD* -1.6%"  
[X Link](https://x.com/nataninvesting/status/1846082141295153356)  2024-10-15T06:54Z 35.6K followers, 11.9K 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)  2025-08-28T14:17Z 35.6K followers, 60.9K engagements


"What are the most interesting opportunities in the market My top X are: $TMDX $PRCT $PYPL"  
[X Link](https://x.com/nataninvesting/status/1981052608409174071)  2025-10-22T17:38Z 35.6K followers, 16.2K engagements


"$REGN  1Y TARGET: $XXX -- $XXX POTENTIAL UPSIDE: +43% ✅ "Regeneron remains my favorite large Cap biotech Dupixent alone justify almost totally current valuation" ASSUMPTIONS: LTM Revenue: $14.248B 5Y Revenue CAGR: X% 2030 Profit Margin: XX% 2030 PE Ratio: XX -- XX Shares outstanding: 107.2M Shares reduction: 2%/year VALUATION: Q3 2030 $REGN SHARE PRICE = XXXXXX * (1.08)5 * XXXX * XX / XXXXXX * (0.985) = $1361 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: +43% EXPECTED RETURNS:"  
[X Link](https://x.com/nataninvesting/status/1985346629067505798)  2025-11-03T14:01Z 35.6K followers, 8833 engagements


"$PRCT  1Y TARGET: $XX POTENTIAL UPSIDE: +78% ✅ "Procept is a very promising robotic surgery company and I believe new CEO Larry Wood can drive the long-term success of Aquablation therapy" ASSUMPTIONS: LTM Revenue: $299.91M 5Y Revenue CAGR: XX% 2030 Profit Margin: XX% 2030 PE Ratio: XX Shares outstanding: 55.7M Shares dilution: 3%/year VALUATION: Q3 2030 $PRCT SHARE PRICE = XXXXXXX * (1.22)5 * XXXX * XX / XXXXXX * (1.035) = $XX You can now choose the discount rate that you prefer for Procept I want to use 12%. ACTUAL PRICE: $XX FAIR VALUE: $XX PRICE TARGET (1Y): $XX POTENTIAL UPSIDE: +78%"  
[X Link](https://x.com/nataninvesting/status/1987094773581160610)  2025-11-08T09:48Z 35.6K followers, 10.2K engagements


"@CaesarCapitalz Nope"  
[X Link](https://x.com/nataninvesting/status/1994778229283185127)  2025-11-29T14:39Z 35.6K followers, XXX engagements


"@TheValueTrade $PDD"  
[X Link](https://x.com/nataninvesting/status/1995115340104151073)  2025-11-30T12:58Z 35.6K followers, XXX engagements


"@RichardKin14388 If you mean $PRCT I'm extremely bullish"  
[X Link](https://x.com/nataninvesting/status/1996117702134345742)  2025-12-03T07:22Z 35.6K followers, XXX 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)  2025-09-30T08:27Z 35.6K followers, 66.1K engagements


"Natan YTD: +46.3% S&P500 YTD: +14.5% TOTAL RETURNS (Jan 2022) Natan's portfolio: +120.8% *Benchmark: +45.3% S&P500: +47.7% MY POSITIONS: XXXX% Pinduoduo $PDD XXXX% Transmedics $TMDX XXXX% Robinhood $HOOD XXX% Alibaba $BABA XXX% Paypal $PYPL XXX% Regeneron $REGN XXX% Procept BioRobotics $PRCT XXX% Meta Platforms $META XXX% Wizz Air $WIZZ XXX% B2gold $BTG XXX% Moderna $MRNA XXX% Edwards Lifesciences $EW XXX% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - *      : - XX%  - XX%   **     . '   and all the     "  
[X Link](https://x.com/nataninvesting/status/1989683963409965100)  2025-11-15T13:16Z 35.6K followers, 22.5K engagements


"The market is down just X% 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 35.6K followers, 248.2K engagements


"$PDD EARNINGS ARE OUT Numbers are better than expected imo and I think growth could reaccelerate in 2026. The amount of cash is insane: $60B 🤯 ❌ Revenue Miss: RMB 108.2B vs exp. RMB 109B ✅ EPS Huge beat : RMB XXXXX vs exp. RMB XXXX The stock is currently down 3%"  
[X Link](https://x.com/nataninvesting/status/1990759983995367487)  2025-11-18T12:32Z 35.6K followers, 11.8K engagements


"The CEO of $TMDX bought more shares yesterday I guess he agrees with my valuation model 😉👇🏻 PRICE TARGET: $XXX POTENTIAL UPSIDE: +80% ✅ ASSUMPTIONS: LTM Revenue: $0.566B 5Y Revenue CAGR: XX% 2030 Profit Margin: XX% 2030 PE Ratio: XX Shares outstanding: 0.0407B Shares dilution: 2%/year VALUATION: Q3 2030 $TMDX SHARE PRICE = XXXXX * (1.23)5 * XXXX * XX / XXXXXX * (1.02)5 = 340$ You can now choose the discount rate that you prefer for Transmedics I want to use XX% ACTUAL PRICE: $XXX FAIR VALUE: $XXX PRICE TARGET (1Y): $XXX POTENTIAL UPSIDE: +80% EXPECTED RETURNS: 23.2%/year DIVIDEND YIELD: -"  
[X Link](https://x.com/nataninvesting/status/1991126146411368663)  2025-11-19T12:47Z 35.6K followers, 10.7K engagements


"One of the best companies in the world yet priced as if it were a declining business. I remain extremely bullish on $PDD"  
[X Link](https://x.com/nataninvesting/status/1994108315006300476)  2025-11-27T18:17Z 35.6K followers, 16.6K engagements


"@leoperez0722 I think Pinduoduo is a far better company even if JD is maybe cheaper"  
[X Link](https://x.com/nataninvesting/status/1994899704790823025)  2025-11-29T22:42Z 35.6K followers, XX engagements


"@TheFinPitch Just too value company for my portfolio and I don't expect double digit returns it remains an interesting dividend play"  
[X Link](https://x.com/nataninvesting/status/1997699204073017682)  2025-12-07T16:06Z 35.6K followers, XXX engagements


"@Hangman_rocks What matters is EPS growth not revenue"  
[X Link](https://x.com/nataninvesting/status/1997966918024876040)  2025-12-08T09:50Z 35.6K followers, XXX engagements


"@Hangman_rocks Okay but that's not the case of PayPal revenue is growing"  
[X Link](https://x.com/nataninvesting/status/1997985517682471190)  2025-12-08T11:04Z 35.6K followers, XX engagements


"@Hangman_rocks Last X quarters accelerated"  
[X Link](https://x.com/nataninvesting/status/1997986254344876154)  2025-12-08T11:06Z 35.6K followers, XX engagements


"$BABA  Q3 Revenue up X% Y/Y XX% ADJ Q3 EPS down XX% Y/Y Q3 REVENUE GROWTH BY SEGMENT: 🟡 China commerce: up XX% Y/Y driven but quick commerce (+60%). CM grew XX% solid but competitors like $JD and $PDD are gaining market shares. 🟠 International: up XX% Y/Y I expected more growth temu is doing better. 🟢 Cloud group: up XX% Y/Y impressive result we can hope a 35%+ growth in Q4. 🟡 Other Businesses: down XX% Y/Y disposal of Sun Art and Intime businesses. Q3 ADJ EBITA MARGIN BY SEGMENT: 🟠 China commerce: XX% -- X% instant delivery is strongly impacting the segment margin it should partially"  
[X Link](https://x.com/nataninvesting/status/1993668445024436547)  2025-11-26T13:09Z 35.6K followers, 11K engagements


"@the_zack_zhu Do you think $BABA can reach profitability on this model"  
[X Link](https://x.com/nataninvesting/status/1994790551997354072)  2025-11-29T15:28Z 35.6K followers, 1502 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 35.6K followers, 9814 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)  2025-09-11T19:11Z 35.6K followers, 8769 engagements


"@accounting_ds I expect XX% CAGR returns from here so I'm happy to invest in it"  
[X Link](https://x.com/nataninvesting/status/1997966768607007030)  2025-12-08T09:49Z 35.6K followers, XXX engagements


"@longriverCM You're welcome 😂"  
[X Link](https://x.com/nataninvesting/status/1998167055909212285)  2025-12-08T23:05Z 35.6K followers, XXX 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)  2025-10-10T20:17Z 35.6K followers, 15.3K engagements


"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 35.6K followers, 143.3K 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 XX% a year and trades at 5x forward P/S just too cheap. Natan's fair value: $XX (+73%)"  
[X Link](https://x.com/nataninvesting/status/1979884760983023823)  2025-10-19T12:18Z 35.6K followers, 19.9K engagements


"$EW  PRICE TARGET: $XXX -- $XXX POTENTIAL UPSIDE: +28% ✅ "Edwards showed strong Q3 momentum with revenue up XX% TAVR growth re-accelerating and new TCT data set to fuel further expansion." ASSUMPTIONS: LTM Revenue: $XXXXX 5Y Revenue CAGR: XX% -- XXXX% 2030 Profit Margin: XX% 2030 PE Ratio: XX Shares outstanding: 0.586B Shares reduction: 2%/year VALUATION: Q3 2030 $EW SHARE PRICE = XXXXX * (1.105)5 * XXXX * XX / XXXXX * (0.985) = $XXX You can now choose the discount rate that you prefer for Edward Lifesciences I want to use 9%. ACTUAL PRICE: $XX FAIR VALUE: $XXX PRICE TARGET (1Y): $109"  
[X Link](https://x.com/nataninvesting/status/1984170372338524236)  2025-10-31T08:07Z 35.6K followers, 5487 engagements


"I bought more shares of this robotic surgery company: $PRCT Here's why: 👇🏻 The -XX% move after earnings makes little sense to me. Procept is one of the few pure-play robotic surgery companies in the world growing revenue +45% this year and guided for +30% again in 2026. At 3.7x 2026 EV/Sales its being priced like a slowing med-tech not a category-defining one. What really stood out this quarter was the new CEO Larry Wood (ex-Edwards Lifesciences). His message was clear: the goal isnt to hit profitability two quarters early but to build a durable business that can scale for decades educating"  
[X Link](https://x.com/nataninvesting/status/1986153721529532858)  2025-11-05T19:28Z 35.6K followers, 27.2K 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 35.6K followers, 90.3K engagements


"$PDD IS A BIG OPPORTUNITY 👇🏻 PRICE TARGET: $XXX -- $XXX POTENTIAL UPSIDE: +79% ✅ "Pinduoduo remains one of the markets most misunderstood names. Q3 report was better than my expectations still deeply undervalued." ASSUMPTIONS: LTM Revenue: $58.131B ( / = .) 5Y Revenue CAGR: XX% 2030 Profit Margin: XX% 2030 PE Ratio: XX Shares outstanding: 1.488B Shares dilution: 1%/year VALUATION: Q3 2030 $PDD SHARE PRICE = XXXXXX * (1.12)5 * XXXX * XX / XXXXX * (1.01)5 = $XXX You can now choose the discount rate that you prefer I use 13%. ACTUAL PRICE: $XXX FAIR VALUE: $XXX PRICE TARGET: $XXX POTENTIAL"  
[X Link](https://x.com/nataninvesting/status/1991979157643817143)  2025-11-21T21:16Z 35.6K followers, 11.3K engagements


"Imagine being able to buy one of the greatest startups in history at 12x PE. Were talking about $PDD now the third-largest ecommerce platform in the world: Reached a $200B market cap only six years after its founding Generates $15B in free cash flow just ten years into its life One word: impressive"  
[X Link](https://x.com/nataninvesting/status/1994478566340440311)  2025-11-28T18:48Z 35.6K followers, 23.6K 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 🔴 Sold positions: $UNH 🔴 Decreased positions: - ALLOCATION BY COUNTRY: US: XX% China: XX% Hungary: X% Canada: X% Switzerland: X% Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - *      : - XX%  - XX%   **     . '   and all the     "  
[X Link](https://x.com/nataninvesting/status/1994764347206242811)  2025-11-29T13:44Z 35.6K followers, 25.1K engagements


"I'm starting to think about my top XX stocks for 2026 but it won't be easy. Ive got some new ideas compared to a year ago (which Ive already added to my portfolio) but Ill definitely have to bring back a few names I bet on this year because my conviction hasnt changed"  
[X Link](https://x.com/nataninvesting/status/1995845640207904998)  2025-12-02T13:20Z 35.6K followers, 25.1K engagements


"The market is still underestimating the quality of $TMDX: - A founder-CEO who keeps buying shares - A vertically integrated model in a highly inefficient sector - A remarkable execution track record - Already strong margins with plenty of efficiency still to unlock"  
[X Link](https://x.com/nataninvesting/status/1996239448233631943)  2025-12-03T15:25Z 35.6K followers, 9863 engagements


"$PRCT has finally entered my top five portfolio positions. At these levels the risk/reward looks extremely compelling in my view with exposure to a sector that still has enormous untapped potential such as robotic surgery"  
[X Link](https://x.com/nataninvesting/status/1996569269002260509)  2025-12-04T13:16Z 35.6K followers, 12.7K engagements


"Ready for my three-hour Investor Day deep dive on the global leader in cardiac valves. A truly high-quality company $EW 🫀"  
[X Link](https://x.com/nataninvesting/status/1997045207838114275)  2025-12-05T20:47Z 35.6K followers, 4349 engagements


"Natan YTD: +55.9% S&P500 YTD: +16.8% TOTAL RETURNS (Jan 2022) Natan's portfolio: +135.3% *Benchmark: +46.7% S&P500: +50.7% MY POSITIONS: XXXX% Transmedics $TMDX XXXX% Pinduoduo $PDD XXXX% Robinhood $HOOD XXX% Alibaba $BABA XXX% Procept BioRobotics $PRCT XXX% Regeneron $REGN XXX% Paypal $PYPL XXX% Meta Platforms $META XXX% Wizz Air $WIZZ XXX% B2gold $BTG XXX% Moderna $MRNA XXX% Edwards Lifesciences $EW XXX% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - *      : - XX%  - XX%   **     . '   and all the     "  
[X Link](https://x.com/nataninvesting/status/1997290119934476383)  2025-12-06T13:00Z 35.6K followers, 13.3K engagements


"✅ My X choices in healthcare sector: $TMDX $PRCT $REGN $MRNA $EW ❌ X popular stocks I'm avoiding: $HIMS $NVO $PFE $BMY $JNJ"  
[X Link](https://x.com/nataninvesting/status/1997686122659672524)  2025-12-07T15:14Z 35.6K followers, 24.7K engagements


"@ToyotaBladeRun1 It's cheap but I prefer other companies like Regeneron"  
[X Link](https://x.com/nataninvesting/status/1997704001991971129)  2025-12-07T16:25Z 35.6K followers, XXX engagements


"@JuanPab62669223 $EW and $REGN are extremely high quality companies"  
[X Link](https://x.com/nataninvesting/status/1997725387804303475)  2025-12-07T17:50Z 35.6K followers, XXX engagements


"Let me remind you of something: $PYPL is struggling only because its multiples keep compressing theyre now sitting at all-time lows. The fundamentals on the other hand remain solid: X% revenue growth X% net income growth and XX% EPS growth in 2025: very good numbers considering the 11x Fwd PE and the capital light business model"  
[X Link](https://x.com/nataninvesting/status/1998109816464593296)  2025-12-08T19:17Z 35.6K followers, 23.1K engagements


"Trying to save the 10x PE stocks in my portfolio $PDD $PYPL 😂"  
[X Link](https://x.com/nataninvesting/status/1998158790424740101)  2025-12-08T22:32Z 35.6K followers, 9593 engagements


"My China allocation has dropped to XX% mostly because of my increasing exposure to US Healthcare. Still Id be perfectly comfortable running a much higher allocation. For now being fully invested Ill simply stick with my existing positions in $PDD and $BABA"  
[X Link](https://x.com/nataninvesting/status/1998378896648200383)  2025-12-09T13:07Z 35.6K followers, 7443 engagements


"@Immer172 Seems very cheap but I prefer Pinduoduo"  
[X Link](https://x.com/nataninvesting/status/1998461647963185551)  2025-12-09T18:36Z 35.6K followers, XX engagements