# ![@qualityequities Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1545829949277409281.png) @qualityequities Quality Equities

Quality Equities posts on X about $amzn, $goog, $spgi, $msft the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1545829949277409281/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1545829949277409281/c:line/m:interactions.svg)

- [--] Week [------] -54%
- [--] Month [-------] -68%
- [--] Months [---------] +199%
- [--] Year [---------] +70%

### Mentions: [--] [#](/creator/twitter::1545829949277409281/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1545829949277409281/c:line/m:posts_active.svg)

- [--] Week [--] -46%
- [--] Month [---] -45%
- [--] Months [---] +7.80%
- [--] Year [---] -16%

### Followers: [-----] [#](/creator/twitter::1545829949277409281/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1545829949277409281/c:line/m:followers.svg)

- [--] Week [-----] +0.19%
- [--] Month [-----] +6.50%
- [--] Months [-----] +44%
- [--] Year [-----] +77%

### CreatorRank: [-------] [#](/creator/twitter::1545829949277409281/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1545829949277409281/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  78.9% [finance](/list/finance)  67.89% [technology brands](/list/technology-brands)  55.96% [cryptocurrencies](/list/cryptocurrencies)  10.09% [financial services](/list/financial-services)  4.59% [social networks](/list/social-networks)  4.59% [countries](/list/countries)  2.75% [luxury brands](/list/luxury-brands)  1.83% [fashion brands](/list/fashion-brands)  0.92% [products](/list/products)  0.92%

**Social topic influence**
[$amzn](/topic/$amzn) #981, [$goog](/topic/$goog) 16.51%, [$spgi](/topic/$spgi) #10, [$msft](/topic/$msft) 11.93%, [ai](/topic/ai) 11.01%, [$googl](/topic/$googl) 11.01%, [$meta](/topic/$meta) #561, [meta](/topic/meta) 11.01%, [$ma](/topic/$ma) #144, [$fico](/topic/$fico) 10.09%

**Top accounts mentioned or mentioned by**
[@yagues92](/creator/undefined) [@drkarlger](/creator/undefined) [@kobeissiletter](/creator/undefined) [@longequity](/creator/undefined) [@finchatio](/creator/undefined) [@0xtechquity](/creator/undefined) [@alucardsfm](/creator/undefined) [@vanazadian](/creator/undefined) [@qualcompounders](/creator/undefined) [@jakemaholtz](/creator/undefined) [@ok_surf](/creator/undefined) [@michael07000101](/creator/undefined) [@tindongjr](/creator/undefined) [@investiri](/creator/undefined)

**Top assets mentioned**
[Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [S&P Global Inc (SPGI)](/topic/$spgi) [Microsoft Corp. (MSFT)](/topic/$msft) [Metadium (META)](/topic/$meta) [Mastercard, Inc. (MA)](/topic/$ma) [Fair Isaac, Corp. (FICO)](/topic/$fico) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Moody's Corporation (MCO)](/topic/$mco) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [Intuit Inc. (INTU)](/topic/$intu) [Msci Inc (MSCI)](/topic/$msci) [Salesforce Inc (CRM)](/topic/$crm) [Apple, Inc. (AAPL)](/topic/$aapl) [Brookfield Corporation (BN)](/topic/$bn) [Uber Technologies, Inc. (UBER)](/topic/$uber) [General Electric Company (GE)](/topic/$ge) [ServiceNow Inc (NOW)](/topic/servicenow) [Now Coin (NOW)](/topic/$now) [ELYSIA (EL)](/topic/$el) [Effect.AI (EFX)](/topic/$efx) [Warner Music Group Corp. (WMG)](/topic/$wmg) [JPMorgan Chase (JPM)](/topic/$jpm) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Bank of America (BAC)](/topic/bank-of-america) [Basis Cash (BAC)](/topic/$bac) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Equifax Inc. (EFX)](/topic/efx-equifax-inc) [Marsh & McLennan Companies, Inc. (MMC)](/topic/$mmc) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Adobe, Inc. (ADBE)](/topic/$adbe) [KLA Corp (KLAC)](/topic/$klac) [Flutter Entertainment plc (FLUT)](/topic/$flut) [Canadian Pacific Railway (CP)](/topic/$cp) [Illumina, Inc. (ILMN)](/topic/$ilmn) [Wells Fargo & Co (WFC)](/topic/$wfc) [DisChain (DIS)](/topic/$dis) [CCC Intelligent Solutions Holdings Inc. (CCCS)](/topic/$cccs) [Morgan Stanley (MS)](/topic/morgan-stanley) [Zoetis Inc (ZTS)](/topic/zoetis-inc) [Copart, Inc. (CPRT)](/topic/$cprt) [Wat (WAT)](/topic/$wat) [Accenture (ACN)](/topic/accenture) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Is the market too bearish on software stocks Will we start to see more upgrades $JPM JPMorgan upgraded $ADSK Autodesk to Overweight with a $319 target expecting a 26% gain. The bank says Autodesk leads in design software and is benefiting from cloud and AI adoption which improve efficiency and shorten project timelines. Customers are increasingly standardizing on Autodesk as they seek integrated future-proof solutions. Despite the stock being down 19% in the past year JPMorgan believes its AI leadership and expanding platform will drive strong growth ahead."  
[X Link](https://x.com/qualityequities/status/2018308213326623231)  2026-02-02T12:59Z [----] followers, [----] engagements


"My top three are: [--]. $GOOG $GOOGL Alphabet [--]. $AMZN Amazon [--]. $NVDA NVIDIA Note: $V Visa and $MA Mastercard combined are just under 14% What about you My Top [--] Are: 1) Google 2) Mastercard 3) Amazon These three make up a combined 37%. Nothing fancy. I want easy predictable money as my top holding not long shots. My Top [--] Are: 1) Google 2) Mastercard 3) Amazon These three make up a combined 37%. Nothing fancy. I want easy predictable money as my top holding not long shots"  
[X Link](https://x.com/qualityequities/status/1997093412730773946)  2025-12-05T23:59Z [----] followers, 66.5K engagements


"Why havent you bought $BN Brookfield Corp We are pleased to announce our inaugural AI infrastructure investment in the Middle East in partnership with Qai Qatars AI company and a subsidiary of Qatar Investment Authority with a $20 billion joint venture. This partnership will focus on contributing capital and operating https://t.co/troMqWo2qJ We are pleased to announce our inaugural AI infrastructure investment in the Middle East in partnership with Qai Qatars AI company and a subsidiary of Qatar Investment Authority with a $20 billion joint venture. This partnership will focus on contributing"  
[X Link](https://x.com/qualityequities/status/1998800229915587002)  2025-12-10T17:01Z [----] followers, 10.1K engagements


"$SPGI S&P Global looks rather attractive at current levels. If the company can grow FCF/share at a 15% CAGR over the next five years and exit with a 3.5% FCF yield investors can reasonably expect strong double-digit returns"  
[X Link](https://x.com/qualityequities/status/2006052280965927233)  2025-12-30T17:18Z [----] followers, [----] engagements


"I remain highly confident in this portfolio and my conviction has only strengthened following the latest round of earnings. I will continue to capitalize on market volatility by adding to my highest-conviction positions. $AMZN $ASML $BN $FICO $GOOG $KLAC $MA $META $MSFT $NVDA $SPGI $UBER $V https://twitter.com/i/web/status/2006760712933143021 https://twitter.com/i/web/status/2006760712933143021"  
[X Link](https://x.com/qualityequities/status/2006760712933143021)  2026-01-01T16:13Z [----] followers, [----] engagements


"This X Article is a repost from my Substack posted on 12/19/2025. Dear readers Welcome back Today Im writing about a company Ive been learning more aboutone that has increasingly captured my http://x.com/i/article/2012618549072703488 http://x.com/i/article/2012618549072703488"  
[X Link](https://x.com/qualityequities/status/2015172808808997028)  2026-01-24T21:20Z [----] followers, [----] engagements


"$AMZN Amazon is down less than 10% from its all-time high yet the company still presents strong long-term opportunity. If Amazon can grow EPS at a CAGR of 18% over the next five years shares can reasonably return 15% per year (even assuming slight multiple contraction). I continue to love this company. https://twitter.com/i/web/status/2015175919845904765 https://twitter.com/i/web/status/2015175919845904765"  
[X Link](https://x.com/qualityequities/status/2015175919845904765)  2026-01-24T21:32Z [----] followers, 10.4K engagements


"If you could only pick one stock that will benefit from AI infra what would you pick JUST IN: JP Morgan says AI infrastructure could triple to $1.4 trillion by [----] - Yahoo Finance. https://t.co/5Mpovo1Btw JUST IN: JP Morgan says AI infrastructure could triple to $1.4 trillion by [----] - Yahoo Finance. https://t.co/5Mpovo1Btw"  
[X Link](https://x.com/qualityequities/status/2015270288175329762)  2026-01-25T03:47Z [----] followers, 22.4K engagements


"$V Visa operates with 67% operating margins 70% EBITDA margins and converts more than 50% of revenue into free cash flow. It processes $14+ trillion in annual payment volume and bears zero credit risk. With a major portion of global transactions still in cash Visas growth runway is structural not cyclical. https://twitter.com/i/web/status/2015434232496058433 https://twitter.com/i/web/status/2015434232496058433"  
[X Link](https://x.com/qualityequities/status/2015434232496058433)  2026-01-25T14:39Z [----] followers, 21.6K engagements


"Is the market underestimating $INTU Intuit At todays price shares trade at roughly a 4% free cash flow yield. A reverse DCF implies the market is pricing in only 10.4% annual free cash flow growth over the next decade (assuming a 10% discount rate and a 3% terminal rate). Do you think Intuit is undervalued https://twitter.com/i/web/status/2015544388030460024 https://twitter.com/i/web/status/2015544388030460024"  
[X Link](https://x.com/qualityequities/status/2015544388030460024)  2026-01-25T21:56Z [----] followers, [----] engagements


"$META Meta earnings: Earnings per share: $8.88 vs. $8.23 estimated. Revenue: $59.89 billion vs. $58.59 billion estimated. $META Meta reports earnings today. Heres what the street needs to hear: - Ad revenue re-acceleration (mid-teens+ is the bar). - Proof AI is lifting pricing & engagement not just spend. - Clarity on capex spend and discipline (i.e. AI buildout update). - Reality Labs losses $META Meta reports earnings today. Heres what the street needs to hear: - Ad revenue re-acceleration (mid-teens+ is the bar). - Proof AI is lifting pricing & engagement not just spend. - Clarity on capex"  
[X Link](https://x.com/qualityequities/status/2016619335351992448)  2026-01-28T21:08Z [----] followers, [----] engagements


"From a long-term point of view I think $MSFT Microsoft's report: [--]. Confirms AI is a monetizable platform shift not just hype (Azure and other cloud services revenue increased 39% though not a pure blowout). [--]. Shows management is willing to trade short-term optics for long-term dominance. Microsofts earnings were good not scary. Azure and AI demand remains strong backlog is growing and capex is rising because customers are signing long-term contracts not because growth is slowing. Near-term margins may wobble but the long-term moat just widened. @qualityequities Stellar. What are your"  
[X Link](https://x.com/qualityequities/status/2016632107192504672)  2026-01-28T21:58Z [----] followers, [----] engagements


"For long-term investors this 10-11% after hours dip from $AMZN Amazon represents a classic "time arbitrage" opportunity. The market is focused on the cost of the AI buildout today while Im focused on the cash flow it will produce tomorrow"  
[X Link](https://x.com/qualityequities/status/2019599834848850272)  2026-02-06T02:31Z [----] followers, [----] engagements


"@KobeissiLetter Many of the top holdings in $IGV (such as $INTU Intuit) are fundamentally sound. Not surprised to see investors buying the dip"  
[X Link](https://x.com/qualityequities/status/2020150891660059044)  2026-02-07T15:01Z [----] followers, [---] engagements


"Well said. $META There is a large valuation disconnect between $META fundamentals and its stock price. Revenue is growing 24% YoY and projected to reach 30% yet it trades at [--] PE. Zuckerbeg is building Metas own AI infrastructure and its outcome instead of paying rent to AWS $AMZN or $MSFT. There is a large valuation disconnect between $META fundamentals and its stock price. Revenue is growing 24% YoY and projected to reach 30% yet it trades at [--] PE. Zuckerbeg is building Metas own AI infrastructure and its outcome instead of paying rent to AWS $AMZN or $MSFT"  
[X Link](https://x.com/qualityequities/status/2020534124558131706)  2026-02-08T16:24Z [----] followers, [----] engagements


"$META Meta is one of the clearest AI monetization stories in public markets. AI directly improves ad ranking targeting and creative generation which lifts revenue per impression without adding inventory. The risk from LLMs is in my view negligible. Models are interchangeable inputs. Meta owns data distribution and advertiser demand. AI widens the moat by turning engagement into higher yield (a rare case where AI spend already earns returns)"  
[X Link](https://x.com/qualityequities/status/2020546700318830897)  2026-02-08T17:14Z [----] followers, [----] engagements


"After being about 40% down from its all-time high (and down roughly 14% YTD) $FICO FICO now trades at a PEG ratio of [----]. The company is an effective monopoly. With gross margins of 83% operating margins of 48% and an estimated 5-year EPS CAGR of about 25% shares look rather attractive. https://twitter.com/i/web/status/2018499115185742312 https://twitter.com/i/web/status/2018499115185742312"  
[X Link](https://x.com/qualityequities/status/2018499115185742312)  2026-02-03T01:37Z [----] followers, 13.9K engagements


"$ALL Allstate is $JPM JPMorgans preferred pick in property and casualty insurance. Although the stock underperformed the broader market in [----] the firm expects improving auto and home insurance margins growth in policies strong capital flexibility and an attractive valuation to drive meaningful upside. JPMorgans $260 price target implies about 24% upside. https://twitter.com/i/web/status/2001717318569595129 https://twitter.com/i/web/status/2001717318569595129"  
[X Link](https://x.com/qualityequities/status/2001717318569595129)  2025-12-18T18:12Z [----] followers, 21.7K engagements


"$AVY Avery Dennison is highlighted as an interesting opportunity in packaging and materials. The companys partnership with Walmart to expand the use of RFID tags particularly in fresh food should support growth in its RFID business. While the stock has been flat in [----] $JPM JPMorgan sees modest upside with a $195 price target. https://twitter.com/i/web/status/2001717320498995319 https://twitter.com/i/web/status/2001717320498995319"  
[X Link](https://x.com/qualityequities/status/2001717320498995319)  2025-12-18T18:12Z [----] followers, 21.8K engagements


"AKO Capital's latest 13F was just released. Notable moves: - Increased $CDNS Cadence Design Systems by nearly 30% - Increase $AMZN Amazon by about 24% - Bought $CP Canadian Pacific - Reduced $GE GE Aerospace by 36% - Sold $ILMN Illumina $TMO Thermo Fisher and $CNI Canadian National Railway $FLUT Flutter Entertainment (the owned of FanDuel) is the latest position. https://twitter.com/i/web/status/1989052738882420856 https://twitter.com/i/web/status/1989052738882420856"  
[X Link](https://x.com/anyuser/status/1989052738882420856)  2025-11-13T19:28Z [----] followers, 15.7K engagements


"2025 year-end portfolio update: As I wrote earlier in December I recently decided to sell my position in $NOW ServiceNow. ServiceNow remains a great company. But today I believe this capital works harder in businesses with greater long-term compounding potential and more favorable valuation-to-growth dynamics. I used the proceeds to boost my positions in $MA Mastercard $V Visa $META Meta and $UBER Uber. New buy: Very recently Ive started to build a position in $BN Brookfield. Anyone whos followed me could likely see this coming. My investment thesis for this company is simple as I outlined in"  
[X Link](https://x.com/anyuser/status/2006757745685299356)  2026-01-01T16:01Z [----] followers, 55.5K engagements


"No new initiations in January. Instead capital was allocated incrementally to my highest-conviction holdings where the risk-reward remained compelling. I added to $MA Mastercard $META Meta Platforms $AMZN Amazon $SPGI S&P Global and $BN Brookfield all businesses with durable competitive advantages strong cash-flow profiles and long runways for compounding that were trading at prices I viewed as attractive relative to intrinsic value. Separately its been remarkable to watch the continued strength in semiconductor equipment leaders $ASML ASML and $KLAC KLA. Both companies have benefited from a"  
[X Link](https://x.com/anyuser/status/2018439978934485465)  2026-02-02T21:42Z [----] followers, 26.2K engagements


"$SPGI S&P Global is about to open at an even more attractive long-term buying opportunity"  
[X Link](https://x.com/qualityequities/status/2021210392148557911)  2026-02-10T13:11Z [----] followers, [----] engagements


"Nothing but buys from legendary investor Chris Hohn (TCI Fund Management) this past quarter: $GE - GE Aerospace Add 2.93% $MCO - Moody's Corp. Add 8.59% $SPGI - S&P Global Inc. Add 15.14% $GOOGL - Alphabet Inc. Add 397.89% $FER - Ferrovial Se Buy"  
[X Link](https://x.com/qualityequities/status/1824787339261919600)  2024-08-17T12:36Z [----] followers, [----] engagements


"After major selling pressure $SPGI S&P Global now trades at a 4.6% FCF yield and a PEG of [----]. Remember the current US 10Y Treasury yield is 4.1%"  
[X Link](https://x.com/qualityequities/status/2022299725286777126)  2026-02-13T13:20Z [----] followers, [----] engagements


"$SPGI S&P Global and $MSCI MSCI are two great businesses. FCF growth and ROCE has been consistently strong (aside from recent impacts from the IHS Markit acquisition for S&P Global). I own S&P Global and will continue to add. I do not own MSCI though it is an attractive business. Do you own either https://twitter.com/i/web/status/1738641379302002764 https://twitter.com/i/web/status/1738641379302002764"  
[X Link](https://x.com/qualityequities/status/1738641379302002764)  2023-12-23T19:23Z [----] followers, [----] engagements


"Here's every company $MOAT VanEck Morningstar Wide Moat ETF. What do you own $CTVA Corteva Inc. -2.73% $GOOGL Alphabet Inc. -2.68% $ALLE Allegion plc -2.67% $VEEV Veeva Systems Inc. -2.66% $TER Teradyne Inc. -2.61% $RTX RTX Corp -2.6% $IFF International Flavors & Fragrances Inc. -2.6% $TRU TransUnion -2.59% $EL The Este Lauder Companies Inc. -2.57% $SCHW The Charles Schwab Corporation -2.57% $USB U.S. Bancorp -2.52% $EFX Equifax Inc. -2.52% $ZBH Zimmer Biomet Holdings Inc. -2.51% $MDT Medtronic plc -2.43% $A Agilent Technologies Inc. -2.43% $MO Altria Group Inc. -2.39% $BMY Bristol-Myers"  
[X Link](https://x.com/qualityequities/status/1774480077461266780)  2024-03-31T16:53Z [----] followers, [----] engagements


"$CPB Campbell Soup Company -2.37% $PFE Pfizer Inc. -2.25% $GILD Gilead Sciences Inc. -2.24% $BIIB Biogen Inc. -2.21% $MKTX MarketAxess Holdings Inc. -2.21% $ETSY Etsy Inc. -2.16% $NKE NIKE Inc. -2.06% $DIS The Walt Disney Company -1.52% $WFC Wells Fargo & Company -1.43% $EMR Emerson Electric Co. -1.43% $MAS Masco Corporation -1.39% $BAC Bank of America Corporation -1.38% $ICE Intercontinental Exchange Inc. -1.35% $BK The Bank of New York Mellon Corporation -1.35% $ECL Ecolab Inc. -1.35% $CRM Salesforce Inc. -1.32% $HII Huntington Ingalls Industries Inc. -1.32% $KVUE Kenvue Inc. -1.32% $BRK.B"  
[X Link](https://x.com/qualityequities/status/1774480112584433723)  2024-03-31T16:53Z [----] followers, [----] engagements


"$SPGI S&P Global has averaged 25% ROIC over the past [--] years (though has been lower recently given the IHS Markit deal) has gross margins of at least 60% has operating margins of at least 30% and is expected to grow earnings at a CAGR of 15% over the next [--] years. Are you a shareholder https://twitter.com/i/web/status/1797805044286333394 https://twitter.com/i/web/status/1797805044286333394"  
[X Link](https://x.com/qualityequities/status/1797805044286333394)  2024-06-04T01:38Z [----] followers, [----] engagements


"All of Polen Capital's buys in Q2 2024: $SHOP - Shopify Inc. Add 1672.17% $MSCI - MSCI Inc. Add 1113.07% $ACWI - iShares MSCI ACWI ETF Add 909.17% $IWF - iShares Russell [----] Growth ETF Add 292.95% $CATH - Global X S&P [---] Catholic Values ETF Add 255.70% $SGOV - iShares [--] [--] Month Treasury B Add 197.38% $IWM - iShares Russell [----] ETF Add 96.19% $CCCS - CCC Intelligent Solutions Hldgs Inc. Add 51.23% $PAYC - Paycom Software Inc. Add 47.09% $HDB - HDFC Bank Ltd. Add 20.11% $MODG - Callaway Golf Co. Add 18.91% $ACWX - iShares MSCI ACWI EX U.S. ETF Add 18.75% $POOL - Pool Corp. Add 5.73% $EXLS -"  
[X Link](https://x.com/qualityequities/status/1823167160061247851)  2024-08-13T01:18Z [----] followers, [----] engagements


"Latest activity from Akre Capital Management: $MCO Moody's Corp. Reduce 20.33% $KKR KKR & Co. L.P. Reduce 16.77% $ABNB Airbnb Inc. Add 183.09% $SBAC SBA Communications Corp. Sell 100.00% $KMX CarMax Inc. Reduce 39.54% $MA Mastercard Inc. Reduce 2.94% $ORLY O'Reilly Automotive Reduce 3.87% $DBRG DigitalBridge Group Inc. Reduce 63.90% $CCCS CCC Intelligent Solutions Hldgs Inc. Add 36.67% $BN Brookfield Corp. Add 2.56% $ROP Roper Technologies Inc. Reduce 2.87% $AMT American Tower Corp. Reduce 1.33% $CSGP CoStar Group Inc. Add 1.87% $SOPH Sophia Genetics SA Add 16.51% $VRSK Verisk Analytics Inc."  
[X Link](https://x.com/qualityequities/status/1856840620700062021)  2024-11-13T23:24Z [----] followers, [----] engagements


"List a small-cap stock you think is a sleeping giant"  
[X Link](https://x.com/qualityequities/status/1866663273086718406)  2024-12-11T01:56Z [----] followers, [----] engagements


"Latest activity from Bill Nygren (Oakmark Select Fund) per Q4 2024: $KDP - Keurig Dr Pepper Inc. - Buy $ABNB - Airbnb Inc. - Buy $EFX - Equifax Inc. - Buy $CRM - Salesforce - Reduce 42.46% $WFC - Wells Fargo - Sell 100.00% $CBRE - CBRE Group - Reduce 31.50% $IQV - IQVIA Holdings Inc. - Add 37.00% $FI - Fiserv Inc. - Reduce 43.30% $PAYC - Paycom Software Inc. - Reduce 19.27% $COP - ConocoPhillips - Add 46.36% https://twitter.com/i/web/status/1909710487819804746 https://twitter.com/i/web/status/1909710487819804746"  
[X Link](https://x.com/qualityequities/status/1909710487819804746)  2025-04-08T20:50Z [----] followers, [----] engagements


"For those interested Barrons list includes: $AMZN Amazon $V Visa $XOM Exxon Mobil $DIS Disney $CMCSA Comcast $BMY Bristol-Myers Squibb $FRFHF Fairfax Financial $FLUT Flutter Entertainment $MSG Madison Square Garden Sports $SLG SL Green Realty. The economy is looking resilient and there are bargains below the AI surface. Where to invest in the new year. The economy is looking resilient and there are bargains below the AI surface. Where to invest in the new year"  
[X Link](https://x.com/qualityequities/status/2000049047596364116)  2025-12-14T03:43Z [----] followers, [----] engagements


"$EL Este Lauder is positioned to benefit from a rebound in global beauty demand. $BAC Bank of America believes the companys turnaround stronger international growth faster innovation cycle and reinvestment in consumer-facing initiatives could drive continued upside into [----]. https://twitter.com/i/web/status/2002943552146313271 https://twitter.com/i/web/status/2002943552146313271"  
[X Link](https://x.com/qualityequities/status/2002943552146313271)  2025-12-22T03:25Z [----] followers, [---] engagements


"$SPOT Spotify: - $MS Morgan Stanley believes AI risk is already priced in and can instead become a margin tailwind. - Spotify has multiple levers for margin expansion including pricing power and ARPU growth. - While content costs may rise in [----] management is expected to offset this through monetization improvements. - Shares are already up 30% in [----] yet analysts still see room to run. - Spotify is evolving from a growth story into a quality margin expansion compounder. https://twitter.com/i/web/status/2004990924539969805 https://twitter.com/i/web/status/2004990924539969805"  
[X Link](https://x.com/qualityequities/status/2004990924539969805)  2025-12-27T19:01Z [----] followers, [---] engagements


"$PANW Palo Alto Networks: - Named a Top Pick due to its leadership in platformization and AI-driven cybersecurity. - Valuation is considered attractive relative to long-term growth. - The pending $CYBR CyberArk acquisition is viewed as strategically compelling. - $MS Morgan Stanley expects upside as results become more back-end loaded in [----] and AI adoption accelerates. - Palo Alto combines scale recurring revenue and AI leveragehallmarks of a high-quality software franchise. https://twitter.com/i/web/status/2004990925513060719 https://twitter.com/i/web/status/2004990925513060719"  
[X Link](https://x.com/qualityequities/status/2004990925513060719)  2025-12-27T19:01Z [----] followers, [----] engagements


"@long_equity Yeah. $FIX Comfort Systems is a bit richly valued on a FCF yield basis at 2.35% (after an amazing 2025) but PEG looks more reasonable"  
[X Link](https://x.com/qualityequities/status/2005360817190088875)  2025-12-28T19:30Z [----] followers, [---] engagements


"Latest buys from AKO Capital as of Q1 [----]. Big move on $MSCI. $MSCI - MSCI Inc. - Add 384.31% $TMO - Thermo Fisher Scientific - Add 180.71% $WMG - Warner Music Group Corp. CL A - Add 75.02% $EL - Estee Lauder Cos. - Add 44.83% $ZTS - Zoetis Inc. - Add 41.42% $CPRT - Copart Inc. - Add 32.32% $PG - Procter & Gamble - Add 28.88% $WAT - Waters Corp. - Add 8.66% $MMC - Marsh & McLennan - Add 7.94% $INTU - Intuit Inc. - Add 4.60% $MAR - Marriott Int'l. - Add 0.65% $MSFT - Microsoft Corp. - Add 0.24% $GE - GE Aerospace - Add 0.10% $ADI - Analog Devices - Buy"  
[X Link](https://x.com/qualityequities/status/1790356768607916247)  2024-05-14T12:21Z [----] followers, [----] engagements


"Latest activity from AKO Capital: $ACN - Accenture Add 143.38% $ADI - Analog Devices Add 27.99% $FICO - Fair Isaac Corp. Add 27.42% $MMC - Marsh & McLennan Add 16.62% $GE - GE Aerospace Add 15.63% $WMG - Warner Music Group Corp. CL A Add 14.35% $TMO - Thermo Fisher Scientific Add 13.92% $INTU - Intuit Inc. Add 13.80% $MSFT - Microsoft Corp. Add 8.31% $EFX - Equifax Inc. Add 4.84% $MCO - Moody's Corp. Add 4.77% $V - Visa Inc. Add 4.76% $WAT - Waters Corp. Add 4.76% $MSCI - MSCI Inc. Add 4.74% $PG - Procter & Gamble Add 4.73% $LIN - Linde plc Add 2.84% $BKNG - Booking Holdings Inc. Add 0.59%"  
[X Link](https://x.com/qualityequities/status/1823490622575067304)  2024-08-13T22:43Z [----] followers, [---] engagements


"AKO Capital just released their 13F. A few observations: - Reduced $FICO FICO by 33.12% - Reduced $LIN by Linde 63.78% - Reduced $WMG Warner Music Group by 36.99% - Bought a new stake in $ILMN Illumina - Increased $ACN Accenture by 11.59% - Increased $EFX Equifax by 32.09% - Increased $CPRT Copart by 21.12% - Increased $INTU Intuit by 8.31% Thoughts https://twitter.com/i/web/status/1889698083514052700 https://twitter.com/i/web/status/1889698083514052700"  
[X Link](https://x.com/qualityequities/status/1889698083514052700)  2025-02-12T15:28Z [----] followers, [----] engagements


"$NVDA NVIDIA remains one of $BAC Bank of Americas top ideas. The bank expects another year of 50%+ growth in AI semiconductors driven by strong data center demand tight supply and accelerating adoption by enterprises hyperscalers and governments. Importantly NVIDIA is viewed as attractively valued relative to its growth outlook. https://twitter.com/i/web/status/2002943548434354619 https://twitter.com/i/web/status/2002943548434354619"  
[X Link](https://x.com/qualityequities/status/2002943548434354619)  2025-12-22T03:25Z [----] followers, [---] engagements


"$BRKR Bruker is gaining momentum as end-market headwinds fade. Management sees improving conditions across key markets and organic orders are accelerating supporting confidence in a broader life sciences recovery in 2026"  
[X Link](https://x.com/qualityequities/status/2002943549776757199)  2025-12-22T03:25Z [----] followers, [---] engagements


"Business quality is one of the main drivers of long-term investment performance. If you want to succeed in the stock market you must be able to identify superior companies"  
[X Link](https://x.com/anyuser/status/1554793664601276418)  2022-08-03T11:37Z [----] followers, [--] engagements


"I love the software space. Many high-quality software companies have asset-light high-margin businesses. The stickiness of their products makes it difficult for customers to switch which adds to a long list of moat-like characteristics"  
[X Link](https://x.com/anyuser/status/1554873915276673026)  2022-08-03T16:56Z [----] followers, [--] engagements


"First-level thinkers look for simple formulas and easy answers. Second-level thinkers know that success in investing is the antithesis of simple. - Howard Marks"  
[X Link](https://x.com/anyuser/status/1556249306222530560)  2022-08-07T12:02Z [----] followers, [--] engagements


"An Airbnb $ABNB study found that many millennials prioritize saving for their next trip over paying off debts or saving to purchase their first home. A fifth of millennials said theyd accept a lower salary if it meant they could travel more. Do you own $ABNB or travel shares"  
[X Link](https://x.com/anyuser/status/1556594595227734017)  2022-08-08T10:54Z [----] followers, [--] engagements


"Millennials in the US gained $5T in wealth since the start of the pandemic. How Primarily home equity. Millennial homeownership increased from 36% in [----] to over 51% in [----] which translates to increasing net worth as home prices surged. Source: CB Insights"  
[X Link](https://x.com/anyuser/status/1557055361164754944)  2022-08-09T17:25Z [----] followers, [--] engagements


"I just celebrated my third anniversary. Very thankful for the wonderful life my wife and I live. I've noticed a few commonalities between marriage and investing"  
[X Link](https://x.com/anyuser/status/1557687610621022209)  2022-08-11T11:17Z [----] followers, [--] engagements


"Links to make you wealthy:"  
[X Link](https://x.com/anyuser/status/1560599339160010753)  2022-08-19T12:07Z [----] followers, [--] engagements


"Releasing a new issue of the newsletter tomorrow about a great portfolio strategy to consider. Sign up for free https://alexallwealth.substack.com https://alexallwealth.substack.com"  
[X Link](https://x.com/anyuser/status/1561493448020066305)  2022-08-21T23:20Z [----] followers, [--] engagements


"Some of my best ideas for the long-term: $GOOG $V $MSFT $BRK.B $VHT Do you own any of these"  
[X Link](https://x.com/anyuser/status/1561686301136588802)  2022-08-22T12:06Z [----] followers, [--] engagements


"Why I Employ a Core-Satellite Portfolio Strategy on Alex All Wealth https://alexallwealth.substack.com/p/why-i-employ-a-core-satellite-portfolioutm_source=twitter&utm_campaign=auto_share&s=w https://alexallwealth.substack.com/p/why-i-employ-a-core-satellite-portfolioutm_source=twitter&utm_campaign=auto_share&s=w"  
[X Link](https://x.com/anyuser/status/1561767415192715264)  2022-08-22T17:29Z [----] followers, [--] engagements


"Twitter is a great way to earn passive income. You can create an account for free grow your following drive engagement and monetize your account. All you need is an internet connection"  
[X Link](https://x.com/anyuser/status/1562830165616472067)  2022-08-25T15:52Z [----] followers, [--] engagements


"Three of my favorite stocks: [--]. $MSFT [--]. $GOOG [--]. $V Three of my favorite ETFs: [--]. $VTI [--]. $VIG [--]. $SCHG Do you own any"  
[X Link](https://x.com/anyuser/status/1563979238772015104)  2022-08-28T19:58Z [----] followers, [---] engagements


"Repeat this process over and over to build wealth: [--]. Identify superior companies or ETFs. [--]. Buy and hold for the long-term. [--]. Monitor your portfolio holdings. [--]. Adjust portfolio holdings if your capital isnt appreciating or if underlying fundamentals change. [--]. Repeat"  
[X Link](https://x.com/anyuser/status/1564220323406438401)  2022-08-29T11:56Z [----] followers, [--] engagements


"Twitter is a great way to earn passive income. You can create an account for free grow your following drive engagement and monetize your account. All you need is an internet connection"  
[X Link](https://x.com/anyuser/status/1564976809741107203)  2022-08-31T14:02Z [----] followers, [--] engagements


"I am thinking of increasing my portfolio weight in $V Visa. I love this company for the long-term. Here's why:"  
[X Link](https://x.com/anyuser/status/1567541207508606978)  2022-09-07T15:52Z [----] followers, [--] engagements


"Would you rather buy a new iPhone or buy Apple $AAPL stock I think I might do both"  
[X Link](https://x.com/anyuser/status/1567844207221424129)  2022-09-08T11:56Z [----] followers, [--] engagements


"I've grown my Twitter account by 40% (120 new followers) over the past [--] days. It's not much but it's trending in the right direction Thank you all for your continued engagement 🚀"  
[X Link](https://x.com/anyuser/status/1567875921977262086)  2022-09-08T14:02Z [----] followers, [--] engagements


"If you had only three ETFs to build a portfolio which funds would you pick I think Id go with $VTI $VIG and $VB. Hard decision"  
[X Link](https://x.com/anyuser/status/1568600687528771586)  2022-09-10T14:02Z [----] followers, [--] engagements


"Set it and forget it stocks and ETFs: [--]. $VTI or $VOO [--]. $SCHD [--]. $JNJ [--]. $AAPL [--]. $MSFT What else would you add"  
[X Link](https://x.com/anyuser/status/1569474951069011968)  2022-09-12T23:56Z [----] followers, [---] engagements


"Ive more than doubled the size of my Twitter account over the past month Thank you all so much This growth journey has been amazing and I cant wait for it to continue"  
[X Link](https://x.com/anyuser/status/1570110388464664577)  2022-09-14T18:01Z [----] followers, [--] engagements


"Best ETFs to buy and hold for the long-term: [--]. $VTI or $VOO [--]. $SCHD or $VIG [--]. $VUG or $SCHG [--]. $VTV [--]. $VB What would you add"  
[X Link](https://x.com/anyuser/status/1570413129481486336)  2022-09-15T14:04Z [----] followers, [--] engagements


"$MSFT Microsoft currently trading at a Price/FCF of [-----]. Its 5-year average is [-----]. $MSFT is one of my favorite long-term holds. Are you buying at these levels"  
[X Link](https://x.com/anyuser/status/1571830463081357314)  2022-09-19T11:56Z [----] followers, [--] engagements


"5 stocks I plan to buy and hold for the next 10-20 years: $AAPL $MSFT $GOOG $AMZN $V What are you holding"  
[X Link](https://x.com/anyuser/status/1574426582713860097)  2022-09-26T15:52Z [----] followers, [---] engagements


"$SCHD is the best dividend ETF. Yes or no"  
[X Link](https://x.com/anyuser/status/1577962376078319616)  2022-10-06T10:02Z [----] followers, [---] engagements


"Buy as much $VTI $QQQ and $SCHD as you can to create a strong long-term dividend-paying portfolio and thank yourself in the future"  
[X Link](https://x.com/anyuser/status/1579862399074521089)  2022-10-11T15:52Z [----] followers, [--] engagements


"Current allocations of my Capital Appreciation portfolio: $MSFT - Microsoft $V - Visa $AAPL - Apple $SPGI - S&P Global Inc. $GOOG - Alphabet $MA - Mastercard Inc. $AMZN - Amazon $META - Meta Platforms Inc. $NVDA - NVIDIA $CRM - Salesforce Inc. $NOW - ServiceNow Inc. $ADBE - Adobe Inc. $PYPL - PayPal Holdings Inc. $BRK.B - Berkshire Hathaway Inc. $NFLX - Netflix"  
[X Link](https://x.com/anyuser/status/1726236617461919758)  2023-11-19T13:50Z [----] followers, 99.6K engagements


"Latest Q4 [----] activity from AKO Capital. Anything surprise you $EL - Estee Lauder Cos. Add 304.84% $WMG - Warner Music Group Corp. CL A Add 83.15% $WAT - Waters Corp. Add 63.62% $MMC - Marsh & McLennan Add 34.65% $EFX - Equifax Inc. Add 30.78% $GE - General Electric Add 26.42% $ZTS - Zoetis Inc. Add 26.27% $MSFT - Microsoft Corp. Add 13.53% $ANSS - ANSYS Inc. Add 9.53% $ALC - Alcon Inc. Add 1.11% $NKE - NIKE Inc. Buy $MSCI - MSCI Inc. Buy $MAR - Marriott Int'l. Reduce 2.49% $MCO - Moody's Corp. Reduce 2.55% $URI - United Rentals Reduce 2.55% $CDNS - Cadence Design Systems Reduce 2.57% $LIN -"  
[X Link](https://x.com/qualityequities/status/1758929562367332379)  2024-02-17T19:01Z [----] followers, [---] engagements


"$FTNT Fortinet free cash flow growth and ROCE over time. Very impressive. Do you own shares"  
[X Link](https://x.com/anyuser/status/1772217117896540293)  2024-03-25T11:01Z [----] followers, 10.6K engagements


"List the top three stocks on your watchlist. Ill start: [--]. $FICO Fair Isaac [--]. $MCO Moodys [--]. $MSCI MSCI"  
[X Link](https://x.com/anyuser/status/1788917154349191509)  2024-05-10T13:01Z [----] followers, 15.8K engagements


"My portfolio consists of [--] companies. Holdings such as $NVDA NVIDIA and $META Meta Platforms have grown to substantial positions. What would you change Holdings: $AAPL Apple $AMZN Amazon $COST Costco $CRM Salesforce $GOOG Alphabet $MA Mastercard $META Meta Platforms $MSFT Microsoft $NOW ServiceNow $NVDA NVIDIA $PYPL PayPal $SPGI S&P Global $UNH UnitedHealth Group $V Visa"  
[X Link](https://x.com/anyuser/status/1847088306309550381)  2024-10-18T01:32Z [----] followers, 111.5K engagements


"$ASML ASML the monopolistic semiconductor equipment powerhouse has seen its shares pull back roughly 40% from all-time highs presenting a compelling opportunity for long-term investors. The company's recent [----] Investor Day painted an optimistic growth trajectory. Management projects advanced logic EUV lithography spending to grow at a 10-20% CAGR from [----] to [----] with an even more robust 15-25% CAGR expected in DRAM applications. Notable investors are taking advantage of the drawdown. Dev Kantesaria's Valley Forge Capital Management nearly doubled its position with a 99.72% increase while"  
[X Link](https://x.com/anyuser/status/1858223841060773918)  2024-11-17T19:01Z [----] followers, 68.2K engagements


"In his book Focus: The ASML Way Marc Hijink essentially sums up one of the most significant portions of $ASML ASMLs moat in this single paragraph: The Sun's corona [--] million miles away is the closest place you can find extreme ultraviolet light in its natural form. On Earth however generating EUV requires extremely sophisticated technology. One way is to shoot a powerful laser beam at a tiny droplet of hot tin. This creates a plasma an energy charged form of gas far hotter than the surface of the sun. In this process invisible light with a wavelength of [----] nanometers is emitted. If you can"  
[X Link](https://x.com/anyuser/status/1858478688188207576)  2024-11-18T11:53Z [----] followers, 67.3K engagements


"$ASML ASML is projected to reach EPS of $49-$50 by fiscal year [----] according to analyst estimates. To achieve this the semiconductor equipment leader would need to sustain an impressive 23% EPS CAGR from current levels. If we assume ASML trades at a PE multiple of approximately 38x (which is near today's multiple) this earnings trajectory could translate to annual returns of 23.1% for investors between now and the end of fiscal [----]. Are you a buyer at current levels In his book Focus: The ASML Way Marc Hijink essentially sums up one of the most significant portions of $ASML ASMLs moat in"  
[X Link](https://x.com/anyuser/status/1858847783693783209)  2024-11-19T12:20Z [----] followers, 63.5K engagements


"Dev Kantesaria founder of Valley Forge Capital Management has expressed a positive outlook on $SPGI S&P Global's margins and I couldn't agree more with his perspective. He emphasizes that S&P Global along with $MCO Moody's operates in a "natural duopoly" within the credit rating market granting them significant pricing power. This enables these firms to raise prices at or above the rate of inflation thereby enhancing profit margins over time. Kantesaria also highlights the potential impact of AI on operating efficiencies. He suggests that AI could substantially reduce labor costs leading to"  
[X Link](https://x.com/anyuser/status/1863586927204610104)  2024-12-02T14:12Z [----] followers, [----] engagements


"After $ADBE Adobe's slide yesterday the current stock price implies a free cash flow CAGR of 10.93% over the next [--] years (assuming a 10% discount rate). For reference Adobe just grew FCF 85.35% from the same quarter last year. Do you find shares attractive"  
[X Link](https://x.com/anyuser/status/1867552711224545470)  2024-12-13T12:50Z [----] followers, 22K engagements


"Name a company you'd like to own at the right price. I'll start: $MCO Moody's"  
[X Link](https://x.com/anyuser/status/1870545028512133561)  2024-12-21T19:01Z [----] followers, 13.5K engagements


"A thing of beauty. $V $MA"  
[X Link](https://x.com/anyuser/status/1871888913993728394)  2024-12-25T12:01Z [----] followers, 30.8K engagements


"Could it possibly get any better than this $FICO FICO is the definition of a compounding machine"  
[X Link](https://x.com/anyuser/status/1873383603163292118)  2024-12-29T15:00Z [----] followers, 40.1K engagements


"The growth of $AMZN Amazon's high margin ads business will continue to boost the intrinsic value of this wonderful company"  
[X Link](https://x.com/anyuser/status/1873459226456068364)  2024-12-29T20:01Z [----] followers, 11.5K engagements


"End of year portfolio update: - Not much activity in December. - Added slightly to $ASML $GOOG $AMZN and $SPGI. - Portfolio valuation remains relatively elevated. Forward PE is 31.4x and forward FCF yield is 2.93%. - I remain very happy with this portfolio. Fundamentals are strong. Growth potential remains high. I will add opportunistically in [----] and beyond. I plan to continue to concentrate into my highest conviction holdings. - A few look-through metrics: ROIC 10-year average is 25.6% cash conversion is 111% gross margin is 68% operating margin is 37% interest coverage is [---]. Holdings:"  
[X Link](https://x.com/anyuser/status/1874186246177882599)  2024-12-31T20:09Z [----] followers, 33.2K engagements


"$FICO FICO shares are currently experiencing a 19.51% drawdown. While FICO remains an exceptionally high-quality company its stock still appears relatively expensive despite the recent decline"  
[X Link](https://x.com/anyuser/status/1878064572663296090)  2025-01-11T13:01Z [----] followers, [----] engagements


"$SPGI S&P Global demonstrates exceptional capital efficiency converting an impressive 97.37% of its operating cash flow into free cash flow. This remarkable performance underscores the company's strong cash generation capabilities and its highly effective capital allocation strategy"  
[X Link](https://x.com/anyuser/status/1878082439593038090)  2025-01-11T14:12Z [----] followers, 11.7K engagements


"Both $V Visa and $MA Mastercard continue to dominate global payments benefiting from the ongoing shift to digital payments. The rise of fintech cryptocurrency payments and alternative payment methods pose risks but both companies have been proactive in acquiring fintech startups and expanding partnerships to mitigate. Their near-monopoly on global card processing ensures continued profitability even in the face of rising regulatory scrutiny. Unless theres a major disruption to the traditional card payment model (such as central bank digital currencies) Visa and Mastercard should maintain"  
[X Link](https://x.com/anyuser/status/1885819681396670473)  2025-02-01T22:37Z [----] followers, 19.7K engagements


"January [----] end of month portfolio update: - No major shifts. - Added to $META Meta Platforms $NVDA NVIDIA $ASML ASML $KLAC KLA $SPGI S&P Global $GOOG $GOOGL Alphabet. - Portfolio valuation remains relatively elevated. Forward PE is 33x and forward FCF yield is 3.2%. - A few look-through metrics: ROIC 10-year average is 25.7% FCF/net income is 108.7% FCF/OCF is 76.1% gross margin is 68.6% operating margin is 37% interest coverage is [-----]. - Overall I remain very happy with this portfolio. Fundamentals are strong. Growth potential remains high. I will add opportunistically in [----] and"  
[X Link](https://x.com/anyuser/status/1886054974523654416)  2025-02-02T14:12Z [----] followers, [----] engagements


"Whos buying $FICO FICO tomorrow"  
[X Link](https://x.com/anyuser/status/1886897142607839322)  2025-02-04T21:58Z [----] followers, 10K engagements


"David Tepper (Appaloosa) increased his $ASML ASML position by 106.45% in Q4 [----]. He also fully sold out of $ADBE Adobe"  
[X Link](https://x.com/anyuser/status/1888974116985721219)  2025-02-10T15:31Z [----] followers, 19.3K engagements


"In your view what is holding back $PYPL PayPal's share price"  
[X Link](https://x.com/anyuser/status/1893429820345790682)  2025-02-22T22:37Z [----] followers, 12.2K engagements


"$AMZN Amazon is trading at a 13.72x EV/EBITDA multiple. Im a buyer at current levels"  
[X Link](https://x.com/anyuser/status/1896710880949305690)  2025-03-03T23:54Z [----] followers, 16K engagements


"$UBER Uber's FCF per share growth as well as increasing FCF ROCE highlights why I'm very excited about this company in the long-term"  
[X Link](https://x.com/anyuser/status/1903416627493732698)  2025-03-22T12:01Z [----] followers, [----] engagements


"Mr. Market offering great deals $AMZN"  
[X Link](https://x.com/anyuser/status/1907761073043726788)  2025-04-03T11:44Z [----] followers, [----] engagements


"Top companies on my watchlist are below. I think each one of these companies would make a wonderful addition to the portfolio. [--]. $FICO FICO [--]. $MSCI MSCI [--]. $MCO Moody's [--]. $CRWD CrowdStrike [--]. $INTU Intuit What are you watching"  
[X Link](https://x.com/anyuser/status/1916628929172918471)  2025-04-27T23:02Z [----] followers, [----] engagements


"$GOOG $GOOGL Google's Traffic Acquisition Cost (TAC) as a percent of Google Ads revenue (Search + YouTube + Google Network) is heading in the right direction. Lower TAC as a percent of Google Ads revenue = higher profitability = stronger business model. This figure also suggests Google is generating more traffic organically. P.s. @finchat_io thanks again for launching custom metrics a few months ago. Great feature"  
[X Link](https://x.com/anyuser/status/1916651336935895200)  2025-04-28T00:31Z [----] followers, [----] engagements


"$SPGI S&P Global and $MCO Moodys have phenomenal business models. I own S&P Global and would love to own Moodys in the future. S&P Global's Ratings business has now fully recovered from its previous [----] highs. Pretty impressive considering where interest rates are at today compared to that time. $SPGI https://t.co/vArFA8xgwV S&P Global's Ratings business has now fully recovered from its previous [----] highs. Pretty impressive considering where interest rates are at today compared to that time. $SPGI https://t.co/vArFA8xgwV"  
[X Link](https://x.com/anyuser/status/1917342946128445543)  2025-04-29T22:19Z [----] followers, [----] engagements


"$META Meta Platforms is an absolute marvel of a business model. Earnings per share: $6.43 vs. $5.28 expected. Revenue: $42.31 billion vs. $41.40 billion expected. Just incredible"  
[X Link](https://x.com/anyuser/status/1917673836708860197)  2025-04-30T20:14Z [----] followers, [----] engagements


"Triple Fround Partners (Stuart Mclaughlin) made some interesting moves in the most recent quarter per their latest 13F filing. - Sold $V Visa - Bought $ASML ASML - Added to $MSFT Microsoft (increased by 44.74%) - Bought $META Meta Platforms - Sold $CP Canadian Pacific Kansas City - Reduced $GOOG $GOOGL Alphabet (decreased by 19.62%)"  
[X Link](https://x.com/anyuser/status/1922613901444702632)  2025-05-14T11:24Z [----] followers, 13.7K engagements


"Legendary value investor Seth Klarman (Baupost Group) just increased his $GOOG $GOOGL Alphabet position by 45.72%"  
[X Link](https://x.com/anyuser/status/1922827911100297252)  2025-05-15T01:34Z [----] followers, 12.1K engagements


"For a company like $V Visa take rate is very important. Here's why: - It measures the revenue Visa earns per dollar of payment volume processed on its network and is a key indicator of its pricing power and business efficiency. - It reflects how effectively Visa monetizes its transaction flow with a higher take rate signaling stronger revenue generation per transaction. - Investors closely watch the take rate to assess Visas competitive positioning the quality of its growth and its ability to sustain margins in the face of regulatory and market pressures"  
[X Link](https://x.com/anyuser/status/1925981913363231187)  2025-05-23T18:27Z [----] followers, 14.5K engagements


"May [----] End of Month Portfolio Update: Given markets have continued to be choppy (though less volatile than April or earlier parts of this year) I continued to purchase shares of my highest conviction long-term holdings including $AMZN Amazon $NVDA NVIDIA $GOOG $GOOG Alphabet $ASML ASML $SPGI S&P Global and $META Meta Platforms. Throughout late April and into May I fully exited my long-standing position in $PYPL PayPal after holding the stock for approximately five years. I redeployed a portion of the proceeds to initiate a new small position in $FICO FICO capitalizing on the sharp pullback"  
[X Link](https://x.com/anyuser/status/1929500746187162066)  2025-06-02T11:30Z [----] followers, 16.1K engagements


"Update on $GOOG $GOOGL Alphabet from MoffettNathanson today. I largely agree with this view: Michael Nathanson shared his latest thoughts on Alphabet (GOOGL). Alphabets shares have underperformed the S&P [---] by 11% YTD despite expected [----] revenue growth of 12% and a historically low valuation trading at just 19x CY2025 earnings its lowest relative multiple in over a decade. Based on his math Michael believes that fears around the future of Search are largely priced in and that investors are overlooking several emerging dynamics that could support Googles competitive position and long-term"  
[X Link](https://x.com/anyuser/status/1940027420947464270)  2025-07-01T12:39Z [----] followers, [----] engagements


"July End of Month Portfolio Update: - I continued to add to my highest conviction holdings such as $AMZN Amazon and $GOOG $GOOGL Alphabet. - After about five years I exited my position in $CRM Salesforce and redeployed the capital elsewhere. - The portfolio is trading within a range of reasonableness though at a higher valuation given the recent strength of the market. - Forward PE is 31.9x and forward FCF yield is 2.8%. Look through fundamental metrics remain strong. For example ROIC 10-year average is 31.3% FCF/net income is 88.7% FCF/OCF is 72% gross margin is 70% operating margin is 40%"  
[X Link](https://x.com/anyuser/status/1951615618211295497)  2025-08-02T12:06Z [----] followers, 62K engagements


"$GOOG $GOOGL Despite GCP's consistent revenue growth and expanding operating margins its progress is often overshadowed by the narrative of a declining search business even though Google Ads revenue continues to grow. Are you a buyer"  
[X Link](https://x.com/anyuser/status/1951990385086992599)  2025-08-03T12:55Z [----] followers, [----] engagements


"August End of Month Portfolio Update: - I continued to add to my highest conviction holdings such as $AMZN Amazon and $GOOG $GOOGL Alphabet. I also added slightly to $FICO FICO and $UBER Uber. - The portfolio is trading within a range of reasonableness though at a higher valuation given the recent strength of the market. - Forward PE is 30.2x and forward FCF yield is 2.7%. Look through fundamental metrics remain strong. For example ROIC 10-year average is 31.3% FCF/net income is 88.7% FCF/OCF is 72% gross margin is 70% operating margin is 40% interest coverage is 115x. - I remain highly"  
[X Link](https://x.com/anyuser/status/1962120692654104826)  2025-08-31T11:50Z [----] followers, 55.2K engagements


"October End of Month Portfolio Update: - I continued to add to my highest conviction holdings such as $AMZN Amazon and $GOOG $GOOGL Alphabet. I also added slightly to $FICO FICO $SPGI S&P Global $NVDA NVIDIA and $UBER Uber. - The portfolio is trading within a range of reasonableness though at a slightly higher valuation given the strength of the US stock market. Forward PE is 31.5x and forward FCF yield is 2.6%. - Look through fundamental metrics remain strong. For example ROIC 10-year average is 21.3% FCF/net income is 83% FCF/OCF is 70% gross margin is 68% operating margin is 40% interest"  
[X Link](https://x.com/anyuser/status/1984583152577245230)  2025-11-01T11:27Z [----] followers, 29.4K engagements


"$V Visa and $MA Mastercard just keep compounding"  
[X Link](https://x.com/anyuser/status/1985331654190137448)  2025-11-03T13:02Z [----] followers, [----] engagements


"Even with a conservative 5-year FCF/share CAGR assumption $MA Mastercard delivers a double-digit annualized return if it merely maintains its current FCF yield. Are you a buyer at current levels"  
[X Link](https://x.com/anyuser/status/1987184619410592164)  2025-11-08T15:45Z [----] followers, 26.2K engagements


"Would you rather own $NU Nu Holdings $SOFI SoFi or $MELI MercadoLibre for the next decade Is Nubank the fastest growing bank in the world $629 million $38.8 billion in customer deposits in [--] years. Outrageous growth. $NU https://t.co/IZYeruehJ5 Is Nubank the fastest growing bank in the world $629 million $38.8 billion in customer deposits in [--] years. Outrageous growth. $NU https://t.co/IZYeruehJ5"  
[X Link](https://x.com/qualityequities/status/1995152772602482956)  2025-11-30T15:27Z [----] followers, [----] engagements

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