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# ![@teechongyen Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::28974374.png) @teechongyen The stock broker investor

The stock broker investor posts on X about $fi, $deck, $baba, $crox the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::28974374/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::28974374/c:line/m:interactions.svg)

- X Week XXXXXX +73%
- X Month XXXXXXX +14%
- X Months XXXXXXX +35%

### Mentions: XX [#](/creator/twitter::28974374/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::28974374/c:line/m:posts_active.svg)

- X Week XXX +48%
- X Month XXX -XXXX%
- X Months XXX -XXXX%

### Followers: XXXXX [#](/creator/twitter::28974374/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::28974374/c:line/m:followers.svg)

- X Week XXXXX +1.60%
- X Month XXXXX +9.20%
- X Months XXXXX +82%

### CreatorRank: XXXXXXX [#](/creator/twitter::28974374/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::28974374/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::28974374/influence)
---

**Social category influence**
[finance](/list/finance)  #5952 [stocks](/list/stocks)  #5845 [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [fashion brands](/list/fashion-brands)  XXX% [celebrities](/list/celebrities)  XXXX%

**Social topic influence**
[$fi](/topic/$fi) #3, [$deck](/topic/$deck) #11, [$baba](/topic/$baba) #46, [$crox](/topic/$crox) #4, [stocks](/topic/stocks) #883, [debt](/topic/debt) #808, [baba](/topic/baba) #1844, [byd](/topic/byd) #315, [$byd](/topic/$byd) #5, [$cprt](/topic/$cprt) #78

**Top accounts mentioned or mentioned by**
[@qualityinvest5](/creator/undefined) [@grok](/creator/undefined) [@longrivercm](/creator/undefined) [@deepicevalue](/creator/undefined) [@thestockbro](/creator/undefined) [@stockmktnewz](/creator/undefined) [@2020upstream](/creator/undefined) [@austinh26415112](/creator/undefined) [@smalikjo](/creator/undefined) [@tacticzh](/creator/undefined) [@equitybrian](/creator/undefined) [@dividenddynasty](/creator/undefined) [@holysmokas](/creator/undefined) [@nobleinvesting](/creator/undefined) [@wearycenturion](/creator/undefined) [@kengardner11](/creator/undefined) [@rhysdiab](/creator/undefined) [@realroseceline](/creator/undefined) [@mebongue](/creator/undefined) [@bondkingjanush1](/creator/undefined)

**Top assets mentioned**
[Fiserv, Inc. (FI)](/topic/$fi) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Alibaba Group (BABA)](/topic/$baba) [Crocs, Inc. (CROX)](/topic/$crox) [Boyd Gaming Corporation (BYD)](/topic/$byd) [Copart, Inc. (CPRT)](/topic/$cprt) [Halliburton Company (HAL)](/topic/$hal) [UnitedHealth Group (UNH)](/topic/$unh) [Sirius XM Holdings Inc (SIRI)](/topic/$siri) [Adobe, Inc. (ADBE)](/topic/$adbe) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Factset Research Systems, Inc. (FDS)](/topic/$fds) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [MercadoLibre Inc (MELI)](/topic/$meli) [Oxygen (OXY)](/topic/$oxy) [Novo-Nordisk (NVO)](/topic/$nvo) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Sable Offshore Corp. (SOC)](/topic/$soc) [Neurobro (BRO)](/topic/$bro) [Global Payments Inc (GPN)](/topic/$gpn) [ALLISON TRANSMISSION HOLDINGS, INC. (ALSN)](/topic/$alsn) [Limitus (LMT)](/topic/$lmt) [Moody's Corporation (MCO)](/topic/$mco) [Elevance Health Inc (ELV)](/topic/$elv) [Mastercard, Inc. (MA)](/topic/$ma) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Exxon Mobil (XOM)](/topic/exxon-mobil) [Booking Holdings Inc (BKNG)](/topic/$bkng) [H&R Block, Inc. (HRB)](/topic/$hrb) [Berkshire Hathaway Inc. (BRK.A)](/topic/$brka) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [PoolTogether (POOL)](/topic/$pool) [Convex Finance (CVX)](/topic/$cvx) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [S&P Global Inc (SPGI)](/topic/$spgi) [Target Corporation (TGT)](/topic/$tgt) [Charter Communications Inc (CHTR)](/topic/$chtr) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Western Union Co (WU)](/topic/$wu) [ZIM Integrated Shipping Services Ltd. (ZIM)](/topic/$zim) [Paypex (PAYX)](/topic/$payx) [Cream (CRM)](/topic/$crm) [Wells Fargo & Co (WFC)](/topic/$wfc) [4 (FOUR)](/topic/$four) [Netflix Inc (NFLX)](/topic/$nflx) [Coca-Cola Co (KO)](/topic/$ko) [General Electric Company (GE)](/topic/$ge) [Danaher Corporation (DHR)](/topic/$dhr) [Philip Morris International Inc. (PM)](/topic/$pm) [Raytheon Technologies Corp (RTX)](/topic/$rtx)
### Top Social Posts [#](/creator/twitter::28974374/posts)
---
Top posts by engagements in the last XX hours

"$HAL Halliburton did a ascending triangle bullish break. Price to FCF is about XX Price to earnings is XX ROIC is in the range of 10-15% for the last X years"  
[X Link](https://x.com/teechongyen/status/1970688932800274557) [@teechongyen](/creator/x/teechongyen) 2025-09-24T03:17Z 3005 followers, 1566 engagements


"Warren owns 2.75B of $SIRI more than his ownership for $MA Mastercard $AMZN Amazon and $UNH"  
[X Link](https://x.com/teechongyen/status/1978391096326582292) [@teechongyen](/creator/x/teechongyen) 2025-10-15T09:22Z 3005 followers, XXX engagements


"Imagine how much more return David Tepper would have if he did not reduce his Chinese stock exposure. $BABA $JD $PDD"  
[X Link](https://x.com/teechongyen/status/1967752091872661672) [@teechongyen](/creator/x/teechongyen) 2025-09-16T00:47Z 2990 followers, 8922 engagements


"2 best risk reward monopoly/duopoly or oligopoly with high ROIC high margin high growth high TAM excellent balance sheet and reasonable valuation are: X. $NVO X. $EVVTY $EVO"  
[X Link](https://x.com/teechongyen/status/1970366948673556628) [@teechongyen](/creator/x/teechongyen) 2025-09-23T05:57Z 2993 followers, 1163 engagements


"$BABA $9988.HK Price to HKD180 soon"  
[X Link](https://x.com/teechongyen/status/1970690174133977583) [@teechongyen](/creator/x/teechongyen) 2025-09-24T03:22Z 2982 followers, 1754 engagements


"At the same time $CROX wrote off 737mil for Heydude impairment"  
[X Link](https://x.com/teechongyen/status/1976641121972613449) [@teechongyen](/creator/x/teechongyen) 2025-10-10T13:29Z 2989 followers, XXX engagements


"$ADBE major support is tested again"  
[X Link](https://x.com/teechongyen/status/1976845504442245271) [@teechongyen](/creator/x/teechongyen) 2025-10-11T03:01Z 2985 followers, 1239 engagements


"@F_Compounders @grok tell me is similarities and differences current $CROX and $DECK investment opportunities with Timberlands"  
[X Link](https://x.com/teechongyen/status/1976961061518709223) [@teechongyen](/creator/x/teechongyen) 2025-10-11T10:40Z 2992 followers, XXX engagements


"@DeepIceValue No more Chinese exposure. First $BABA was sold after Charlie is gone at Daily Jornal. Then $BYD was sold by either WB or Greg"  
[X Link](https://x.com/teechongyen/status/1977301228733481203) [@teechongyen](/creator/x/teechongyen) 2025-10-12T09:12Z 2990 followers, XXX engagements


"@DeepIceValue $TTD"  
[X Link](https://x.com/teechongyen/status/1977644658491851118) [@teechongyen](/creator/x/teechongyen) 2025-10-13T07:56Z 2982 followers, 1006 engagements


"Best is if u can buy high ROIC with cheap PE. It dont come easily. But patience is needed. Buy high ROIC stock with 40-60PE u might still do well in XX years time horizon but risk stock price stagnant for 5-7 years while waiting fundamentals to catch up with their valuation. U might also risk quality companies MOAT deteriorate while waiting fundamentals to catch up with the valuation"  
[X Link](https://x.com/teechongyen/status/1978296434631025114) [@teechongyen](/creator/x/teechongyen) 2025-10-15T03:06Z 2988 followers, 1679 engagements


"@AustinH26415112 Warren Buffet the person who founded the word "moat" might have different opinion"  
[X Link](https://x.com/teechongyen/status/1978397813366198741) [@teechongyen](/creator/x/teechongyen) 2025-10-15T09:49Z 2982 followers, XX engagements


"$FI 2025 FCF guidance is 5.5B. Current market cap 67.5B Price/FCF = 12"  
[X Link](https://x.com/teechongyen/status/1978732191812055223) [@teechongyen](/creator/x/teechongyen) 2025-10-16T07:58Z 2981 followers, XXX engagements


"And all the $SOC bag holders including Li Lu"  
[X Link](https://x.com/teechongyen/status/1978990327043150104) [@teechongyen](/creator/x/teechongyen) 2025-10-17T01:03Z 2995 followers, 1683 engagements


"Another Chris Mayer's stock in drawdown mode. Brown & Brown $BRO Current Fwd PE XXXX #100bagger"  
[X Link](https://x.com/teechongyen/status/1979000696729997466) [@teechongyen](/creator/x/teechongyen) 2025-10-17T01:45Z 2991 followers, 1414 engagements


"@QualityInvest5 $DECK might be a better bet. High ROIC net cash unlike $LULU management has no negative guidance"  
[X Link](https://x.com/teechongyen/status/1979722530308149322) [@teechongyen](/creator/x/teechongyen) 2025-10-19T01:33Z 2985 followers, XXX engagements


"@QualityInvest5 direct competition for $BKNG"  
[X Link](https://x.com/teechongyen/status/1980203232204042693) [@teechongyen](/creator/x/teechongyen) 2025-10-20T09:23Z 2993 followers, XXX engagements


"@gainify_io I think $ADBE might have the best track record"  
[X Link](https://x.com/teechongyen/status/1980272329860239708) [@teechongyen](/creator/x/teechongyen) 2025-10-20T13:58Z 2995 followers, XXX engagements


"@KenGardner11 GLHF Thats how we investor get our dopamine fixed"  
[X Link](https://x.com/teechongyen/status/1980519807708725715) [@teechongyen](/creator/x/teechongyen) 2025-10-21T06:21Z 2991 followers, XX engagements


"@GhzResearch Oh yes better switch some to $BYDDF"  
[X Link](https://x.com/teechongyen/status/1976872279398400503) [@teechongyen](/creator/x/teechongyen) 2025-10-11T04:47Z 3005 followers, XX engagements


"$BYD $BYDDF announced its largest vehicle recall to date impacting over 115000 vehicles due to safety-related design and battery issues flagged by Chinas State Administration for Market Regulation. The recall includes 44535 units of the Tang series produced from March 2015 to July 2017 to address component design flaws that may lead to abnormal functionality"  
[X Link](https://x.com/teechongyen/status/1979093216021614698) [@teechongyen](/creator/x/teechongyen) 2025-10-17T07:52Z 3005 followers, XXX engagements


"@QualityInvest5 There is no reason for a growth company like $GPN and $FI to halve their market cap without slowing their growth. The only reason I can think of is their debt as if your ROIC is low and WACC is high growing is not going to give much value to shareholder"  
[X Link](https://x.com/teechongyen/status/1980794348032913812) [@teechongyen](/creator/x/teechongyen) 2025-10-22T00:32Z 3005 followers, XX engagements


"@StockMKTNewz Cost of doing business in Brazil. South American business investor need to price in such risk in their valuation"  
[X Link](https://x.com/teechongyen/status/1980808828171219153) [@teechongyen](/creator/x/teechongyen) 2025-10-22T01:30Z 3006 followers, XXX engagements


"FactSet Research Systems $FDS Great company. High ROIC high margin consistent growth business undergoes PE normalization after guidance disappoint. Negative return after holdings for X years due to elevated PE. PE dip below XX now. Any takers"  
[X Link](https://x.com/teechongyen/status/1970320569045565823) [@teechongyen](/creator/x/teechongyen) 2025-09-23T02:53Z 3005 followers, 2739 engagements


"Large drawdown on Chris Mayers position on $CSU.TO $CPRT $LMN.V $TOI.V He wrote on his blog on how to approach drawdowns"  
[X Link](https://x.com/teechongyen/status/1971743445082685581) [@teechongyen](/creator/x/teechongyen) 2025-09-27T01:07Z 3005 followers, 4089 engagements


"Cheap cannibal stock with high ROIC to watch: X. $HRB PE11 X. $DECK PE16 X. $ALSN PE11"  
[X Link](https://x.com/teechongyen/status/1978087629913563456) [@teechongyen](/creator/x/teechongyen) 2025-10-14T13:16Z 3004 followers, XXX engagements


"$SIRI market cap 7.22B FCF 2025 1.15B Their target FCF for 2027 is 1.5B. No wonder Uncle Warren is buying $SIRI"  
[X Link](https://x.com/teechongyen/status/1978388598085779953) [@teechongyen](/creator/x/teechongyen) 2025-10-15T09:12Z 3005 followers, 1655 engagements


"@SecretaryWright @grok does Secretary Chris Wright owns $SOC"  
[X Link](https://x.com/teechongyen/status/1979370685618360648) [@teechongyen](/creator/x/teechongyen) 2025-10-18T02:15Z 3005 followers, 1671 engagements


""It's far better to buy a wonderful business at a fair price than a fair business at a wonderful price. Also The young man knows the rules but the old man knows the exceptions. Is $SIRI a wonderful business or fair business Or is it another exceptions by $BRK.b $BRK.a"  
[X Link](https://x.com/teechongyen/status/1980086690015592676) [@teechongyen](/creator/x/teechongyen) 2025-10-20T01:40Z 3005 followers, XXX engagements


"@elonmusk Meanwhile Cathie Wood had been diversifying to $BYD"  
[X Link](https://x.com/teechongyen/status/1980453931919765727) [@teechongyen](/creator/x/teechongyen) 2025-10-21T01:59Z 3005 followers, XXX engagements


"@SayNoToTrading This is why I m avoiding $MELI. There is too much risk involved. For those risk I expect the valuation to trade at a discount. But its trading at a premium"  
[X Link](https://x.com/teechongyen/status/1980765149830213975) [@teechongyen](/creator/x/teechongyen) 2025-10-21T22:36Z 3006 followers, XXX engagements


"$LMT arguably the most important US defense company downed X% after Q3 2025 beat and an increase to fullyear 2025 sales and EPS guidance. It also raised its quarterly dividend X% to $XXXX expanded share repurchase authorization by $X billion This company business spans over Aeronautics Missiles and Fire Control and Space. I don't know why the inner me NEED to own these product lines"  
[X Link](https://x.com/teechongyen/status/1980816275061502332) [@teechongyen](/creator/x/teechongyen) 2025-10-22T01:59Z 3006 followers, XXX engagements


"$FI ROIC is lower than their WACC after 2019. This could be the reason why stocks plummeted even though it is still growing. Munger often highlights the importance of a durable competitive advantage (moat) that allows a company to sustain high ROIC over time. Hes wary of businesses where ROIC is close to WACC as theyre vulnerable to competition or economic shifts. In his 2000 speech at the University of California he noted that companies like Costco achieve high ROIC because of operational efficiencies creating a wide gap over WACC"  
[X Link](https://x.com/teechongyen/status/1980835631975862606) [@teechongyen](/creator/x/teechongyen) 2025-10-22T03:16Z 3006 followers, 18.5K engagements


"Having said that $FI is the top buy so far by super investor last quarter"  
[X Link](https://x.com/teechongyen/status/1980837895067041990) [@teechongyen](/creator/x/teechongyen) 2025-10-22T03:25Z 3006 followers, XXX engagements


"$BYD $BYDDY $BYDDF Revenue growth more than XX% per year. High ROIC Net cash Founders owns above XX% Founder is a fanatic hardworking genius (According to Charlie Munger) Number X in EV in China and the world Number X in battery market after $CATL Current price of HKD104+- is at a major support"  
[X Link](https://x.com/teechongyen/status/1977560029126595055) [@teechongyen](/creator/x/teechongyen) 2025-10-13T02:20Z 3006 followers, 2171 engagements


"@QualityInvest5 $FI has a debt problem that $PYPL doesnt have. $GPN debt cause them to plummet and only to recover slightly recently"  
[X Link](https://x.com/teechongyen/status/1980792138691670043) [@teechongyen](/creator/x/teechongyen) 2025-10-22T00:23Z 3006 followers, XXX engagements


"$BABA vs $MELI"  
[X Link](https://x.com/teechongyen/status/1980838064454004981) [@teechongyen](/creator/x/teechongyen) 2025-10-22T03:26Z 3006 followers, XXX engagements


"$BERK Ted Weschler personally owns 20.9M of $SIRI"  
[X Link](https://x.com/teechongyen/status/1888430156269920740) [@teechongyen](/creator/x/teechongyen) 2025-02-09T03:30Z 3001 followers, 1215 engagements


"$ADBE and $CPRT Both are competing for my capital. Which one will you choose Profitability & Capital Returns Adobe is a high ROIC / high margin business given its software and cloud model; it converts incremental revenue to profit very efficiently. Copart is solid in its domain with good margins but its ROIC is lower and reinvestment costs are higher. Growth vs Scale Adobe has possibly more room in AI document workflows digital content creation sectors but also faces strong competition and potential saturation. Coparts growth is more tied to physical/industrial tailwinds (insurance losses"  
[X Link](https://x.com/teechongyen/status/1968863342640160900) [@teechongyen](/creator/x/teechongyen) 2025-09-19T02:22Z 2999 followers, XXX engagements


"Warren Buffett think $MCO Moody is probably still a good business. It probable. Not confirmed"  
[X Link](https://x.com/teechongyen/status/1969416559803449494) [@teechongyen](/creator/x/teechongyen) 2025-09-20T15:01Z 3004 followers, XXX engagements


"Charlie Munger thinks rating agencies like Moody $MCO are hammering every problem like a nail"  
[X Link](https://x.com/teechongyen/status/1969417486090322056) [@teechongyen](/creator/x/teechongyen) 2025-09-20T15:04Z 3005 followers, XXX engagements


"Anyone notice Chris Mayer's holding had been tanking a little lately $CPRT $BRO $CMG $CSU"  
[X Link](https://x.com/teechongyen/status/1971083420295118984) [@teechongyen](/creator/x/teechongyen) 2025-09-25T05:24Z 2999 followers, 1129 engagements


"@TSOH_Investing Does that mean we will have a lot of careless buy from Berkshire $POOL $UNH $CVX"  
[X Link](https://x.com/teechongyen/status/1971468353161273488) [@teechongyen](/creator/x/teechongyen) 2025-09-26T06:54Z 2993 followers, XXX engagements


"$CSU $CSU.TO Which metric are u using to value this company and why Base on the current price of CAD3660 Price to FCFA2S: Approximately 35.4x. Price to FCF: Approximately 23.5x"  
[X Link](https://x.com/teechongyen/status/1972554542836531392) [@teechongyen](/creator/x/teechongyen) 2025-09-29T06:50Z 3002 followers, XXX engagements


"$OXY broke the bottom channel with huge volume after selling one of their "crown jewell" to $BRK.B to reduce debt. Tough company to own"  
[X Link](https://x.com/teechongyen/status/1973932240020385972) [@teechongyen](/creator/x/teechongyen) 2025-10-03T02:04Z 3001 followers, 1784 engagements


"PE and P/FCF around XXXX High ROIC High Margin Defensive industry This must be the one of the best risk vs reward currently. $EVO $EVVTY"  
[X Link](https://x.com/teechongyen/status/1975174101150158880) [@teechongyen](/creator/x/teechongyen) 2025-10-06T12:19Z 2993 followers, 5548 engagements


"@Stock_Inf0 Agree that $CROX might gives the best return if sentiment chance if they manage to grow their revenue in North America. $DECK is still more steady as they are still growing and no debt"  
[X Link](https://x.com/teechongyen/status/1976414021776724157) [@teechongyen](/creator/x/teechongyen) 2025-10-09T22:26Z 2993 followers, XXX engagements


"Next few weeks shopping list: X. $GOOGL XXX X. $PYPL XX X. $BABA XXX X. $EVVTY XX X. $ADBE XXX X. $SPGI XXX X. $DECK XX X. $NVO XX X. $BYD HKD100 XX. $BRK.B XXX What will you add or remove. Criteria mainly revolve around steady growth stock with forward PE XX and strong balance sheet"  
[X Link](https://x.com/teechongyen/status/1976974398486986960) [@teechongyen](/creator/x/teechongyen) 2025-10-11T11:33Z 3005 followers, 2722 engagements


"Interesting Stocks with PE XX with price resting at critical support. X. Target Corp $TGT X. Crocs $CROX X. Charter Comm $CHTR X. Comcast $CMCSA X. Western Union $WU X. ZIM Integrated Shipping $ZIM X. Halliburton $HAL X. Allison Transmission $ALSN"  
[X Link](https://x.com/teechongyen/status/1977655547399901550) [@teechongyen](/creator/x/teechongyen) 2025-10-13T08:40Z 3001 followers, XXX engagements


"@JonErlichman @grok how many from the list are unprofitable"  
[X Link](https://x.com/teechongyen/status/1977894557728616507) [@teechongyen](/creator/x/teechongyen) 2025-10-14T00:29Z 3001 followers, 3887 engagements


""If all you ever did was buy high-quality stocks on the 200-week moving average you would beat the S&P XXX by a large margin over time." High ROIC stocks that are currently near XXX weeks moving average: X. $CPRT X. $PAYX X. $DECK X. $CRM"  
[X Link](https://x.com/teechongyen/status/1977980929470763009) [@teechongyen](/creator/x/teechongyen) 2025-10-14T06:12Z 2999 followers, 1122 engagements


"One of the weakest Warren Buffett holdings. Big sell down from channel with higher volume. Will $OXY able to find support at 36"  
[X Link](https://x.com/teechongyen/status/1978085970718208208) [@teechongyen](/creator/x/teechongyen) 2025-10-14T13:10Z 3002 followers, XXX engagements


".therefore our China total net sales in 2026 to decline significantly compared to our very strong business there in 2024 and 2025. $ASML management call on weakness in China"  
[X Link](https://x.com/teechongyen/status/1978352180722634988) [@teechongyen](/creator/x/teechongyen) 2025-10-15T06:48Z 2999 followers, 1191 engagements


"Biggest buy by Dodge & Cox in Q32025 is $FI Biggest sell is $WFC"  
[X Link](https://x.com/teechongyen/status/1978713018528899125) [@teechongyen](/creator/x/teechongyen) 2025-10-16T06:42Z 3004 followers, 1154 engagements


"We are encouraged by our strong pipeline recent client wins and the quality of our strategic initiatives and expect to deliver Fiservs 40th consecutive year of double-digit adjusted earnings per share growth. Tell me which company can produce such track record $PYPL holders should consider switching to $FI Fiserv instead"  
[X Link](https://x.com/teechongyen/status/1978765197071532253) [@teechongyen](/creator/x/teechongyen) 2025-10-16T10:09Z 3002 followers, 3271 engagements


"@EquityBrian $FOUR $FI $PYPL are all cheap now"  
[X Link](https://x.com/teechongyen/status/1978989802595684821) [@teechongyen](/creator/x/teechongyen) 2025-10-17T01:01Z 3001 followers, XXX engagements


"@2020Upstream Thanks for sharing. i am long a basket of oil counters. $OXY $XOM $HAL"  
[X Link](https://x.com/teechongyen/status/1978994187761520940) [@teechongyen](/creator/x/teechongyen) 2025-10-17T01:19Z 2995 followers, XXX engagements


"@rhysdiab @QualityInvest5 $LULU guidance is a little bad. But management could be sandbagging"  
[X Link](https://x.com/teechongyen/status/1979915470833614924) [@teechongyen](/creator/x/teechongyen) 2025-10-19T14:20Z 2995 followers, XXX engagements


"@amitisinvesting Is he going to make China open more Taco Bell"  
[X Link](https://x.com/teechongyen/status/1980137179075821894) [@teechongyen](/creator/x/teechongyen) 2025-10-20T05:01Z 2999 followers, XXX engagements


"@Civixplorer @grok how did Pakistan got their nuclear weapons"  
[X Link](https://x.com/teechongyen/status/1980138216926962147) [@teechongyen](/creator/x/teechongyen) 2025-10-20T05:05Z 2999 followers, XXX engagements


"@longriverCM Yes. Almost ruined $BABA too"  
[X Link](https://x.com/teechongyen/status/1980146791036432847) [@teechongyen](/creator/x/teechongyen) 2025-10-20T05:39Z 2999 followers, XX engagements


"@unusual_whales @grok how to get invest in these companies indirectly"  
[X Link](https://x.com/teechongyen/status/1980407262465368071) [@teechongyen](/creator/x/teechongyen) 2025-10-20T22:54Z 2993 followers, XX engagements


"@dyz_ob Cathy wood is becoming a value investor"  
[X Link](https://x.com/teechongyen/status/1980453710099812755) [@teechongyen](/creator/x/teechongyen) 2025-10-21T01:58Z 2999 followers, XX engagements


"@StockMKTNewz $ELV 👀 $UNH 👀"  
[X Link](https://x.com/teechongyen/status/1980512771147214922) [@teechongyen](/creator/x/teechongyen) 2025-10-21T05:53Z 2999 followers, XXX engagements


"$ELV implied move is 9%. $UNH holders will be 👀"  
[X Link](https://x.com/teechongyen/status/1980513298887160239) [@teechongyen](/creator/x/teechongyen) 2025-10-21T05:55Z 2999 followers, 1076 engagements


""If all you ever did was buy high-quality stocks on the 200-week moving average you would beat the S&P XXX by a large margin over time. The problem is few human beings have that kind of discipline." -Charlie Munger Move aside $NKE $LULU $CROX. Here comes $DECK XX year median: ROE XXXX% ROIC XXXX% XX year CAGR: Revenue XXXX% FCF XXXX% EPS XXXX No Debt. Current forward PE 16"  
[X Link](https://x.com/teechongyen/status/1975729057905189030) [@teechongyen](/creator/x/teechongyen) 2025-10-08T01:04Z 3005 followers, 12.7K engagements


"Does this look like a company going bankrupt soon $CROX"  
[X Link](https://x.com/teechongyen/status/1975896323284148443) [@teechongyen](/creator/x/teechongyen) 2025-10-08T12:09Z 3006 followers, 1166 engagements


"Fiserv $FI took the elevator down XX% from March 2025 high. Last earning report $FI refine their full-year 2025 financial outlook adjusting its organic revenue growth target to approximately XX% and narrowing its adjusted EPS guidance to a range of $XXXXX to $XXXXX. Current price XXX. Is this growth stock being price like a value stock"  
[X Link](https://x.com/teechongyen/status/1978656737462014028) [@teechongyen](/creator/x/teechongyen) 2025-10-16T02:58Z 3006 followers, 6271 engagements


"Fiserv $FI 5X their FCF in XX years. Current price/FCF about 12"  
[X Link](https://x.com/teechongyen/status/1978733375423692865) [@teechongyen](/creator/x/teechongyen) 2025-10-16T08:02Z 3005 followers, 1631 engagements


"$DECK earnings is out on XX Oct. Will the long term support be broken #HOKA #UGG PE XXXX Net cash 10-Year CAGR Revenue XXXX% FCF XXXX% EPS XXXX% 10-Yr Median Returns ROIC 25.6%"  
[X Link](https://x.com/teechongyen/status/1980449455439769879) [@teechongyen](/creator/x/teechongyen) 2025-10-21T01:41Z 3005 followers, XXX engagements


"Guy Spier's Aquamarine Capital took profit on $MU He first bought it in 2019 around USD40-50. That is a good 4X return. Congratulation @GSpier"  
[X Link](https://x.com/teechongyen/status/1980452702904897549) [@teechongyen](/creator/x/teechongyen) 2025-10-21T01:54Z 3006 followers, 1307 engagements


"@StockMKTNewz Love some of the names here. $TTD $LULU $DECK $FI $FDS $CNC"  
[X Link](https://x.com/teechongyen/status/1980466149621199354) [@teechongyen](/creator/x/teechongyen) 2025-10-21T02:48Z 3005 followers, XXX engagements


"$FDS went for sky dive. Had it landed XX year low PE ratio at XXXX 10-Year CAGR Revenue XXX% FCF XXX% EPS XXXX% 10-Yr Median Returns ROIC 23.1%"  
[X Link](https://x.com/teechongyen/status/1980471036509667595) [@teechongyen](/creator/x/teechongyen) 2025-10-21T03:07Z 3005 followers, XXX engagements


"$FI debt could be finally weighing them down. ROIC significantly came down after acquisition in 2018/19 period"  
[X Link](https://x.com/teechongyen/status/1980548207013937486) [@teechongyen](/creator/x/teechongyen) 2025-10-21T08:14Z 3005 followers, XXX engagements


"@realroseceline @QualityInvest5 $DLO and $MELI have South America risk"  
[X Link](https://x.com/teechongyen/status/1980793676352876635) [@teechongyen](/creator/x/teechongyen) 2025-10-22T00:29Z 3005 followers, XXX engagements


"$HAL result beat both top and bottom line. Price surged with high volume. Its a matter of when instead of if for XXXX resistance to be broken. "the demand for power and for AI is like nothing I've ever seen in terms of demand growth. it's an opportunity to effectively leverage what we each do really well." -$HAL management"  
[X Link](https://x.com/teechongyen/status/1980803218956513651) [@teechongyen](/creator/x/teechongyen) 2025-10-22T01:07Z 3006 followers, XXX engagements


"@mebongue Yes the risk of growing is high if return on the capital is low"  
[X Link](https://x.com/teechongyen/status/1980895014843740554) [@teechongyen](/creator/x/teechongyen) 2025-10-22T07:12Z 3006 followers, XX engagements


"@Merzy_123 Who can resist their low PE right I am also fight the urge to buy $FI. Maybe if it gets cheaper I might cave"  
[X Link](https://x.com/teechongyen/status/1980997203213930578) [@teechongyen](/creator/x/teechongyen) 2025-10-22T13:58Z 3006 followers, XX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@teechongyen Avatar @teechongyen The stock broker investor

The stock broker investor posts on X about $fi, $deck, $baba, $crox the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

Engagements Line Chart

  • X Week XXXXXX +73%
  • X Month XXXXXXX +14%
  • X Months XXXXXXX +35%

Mentions: XX #

Mentions Line Chart

  • X Week XXX +48%
  • X Month XXX -XXXX%
  • X Months XXX -XXXX%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +1.60%
  • X Month XXXXX +9.20%
  • X Months XXXXX +82%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence finance #5952 stocks #5845 technology brands XXXX% cryptocurrencies XXXX% countries XXXX% automotive brands XXXX% fashion brands XXX% celebrities XXXX%

Social topic influence $fi #3, $deck #11, $baba #46, $crox #4, stocks #883, debt #808, baba #1844, byd #315, $byd #5, $cprt #78

Top accounts mentioned or mentioned by @qualityinvest5 @grok @longrivercm @deepicevalue @thestockbro @stockmktnewz @2020upstream @austinh26415112 @smalikjo @tacticzh @equitybrian @dividenddynasty @holysmokas @nobleinvesting @wearycenturion @kengardner11 @rhysdiab @realroseceline @mebongue @bondkingjanush1

Top assets mentioned Fiserv, Inc. (FI) Deckers Outdoor, Corp. (DECK) Alibaba Group (BABA) Crocs, Inc. (CROX) Boyd Gaming Corporation (BYD) Copart, Inc. (CPRT) Halliburton Company (HAL) UnitedHealth Group (UNH) Sirius XM Holdings Inc (SIRI) Adobe, Inc. (ADBE) Lululemon Athletica Inc (LULU) PayPal Holdings Inc (PYPL) Factset Research Systems, Inc. (FDS) Berkshire Hathaway Inc Class B (BRK.B) MercadoLibre Inc (MELI) Oxygen (OXY) Novo-Nordisk (NVO) Trade Desk, Inc. (TTD) Sable Offshore Corp. (SOC) Neurobro (BRO) Global Payments Inc (GPN) ALLISON TRANSMISSION HOLDINGS, INC. (ALSN) Limitus (LMT) Moody's Corporation (MCO) Elevance Health Inc (ELV) Mastercard, Inc. (MA) Amazon.com, Inc. (AMZN) Exxon Mobil (XOM) Booking Holdings Inc (BKNG) H&R Block, Inc. (HRB) Berkshire Hathaway Inc. (BRK.A) Chipotle Mexican Grill, Inc. (CMG) PoolTogether (POOL) Convex Finance (CVX) Alphabet Inc Class A (GOOGL) S&P Global Inc (SPGI) Target Corporation (TGT) Charter Communications Inc (CHTR) Comcast Corporation (CMCSA) Western Union Co (WU) ZIM Integrated Shipping Services Ltd. (ZIM) Paypex (PAYX) Cream (CRM) Wells Fargo & Co (WFC) 4 (FOUR) Netflix Inc (NFLX) Coca-Cola Co (KO) General Electric Company (GE) Danaher Corporation (DHR) Philip Morris International Inc. (PM) Raytheon Technologies Corp (RTX)

Top Social Posts #


Top posts by engagements in the last XX hours

"$HAL Halliburton did a ascending triangle bullish break. Price to FCF is about XX Price to earnings is XX ROIC is in the range of 10-15% for the last X years"
X Link @teechongyen 2025-09-24T03:17Z 3005 followers, 1566 engagements

"Warren owns 2.75B of $SIRI more than his ownership for $MA Mastercard $AMZN Amazon and $UNH"
X Link @teechongyen 2025-10-15T09:22Z 3005 followers, XXX engagements

"Imagine how much more return David Tepper would have if he did not reduce his Chinese stock exposure. $BABA $JD $PDD"
X Link @teechongyen 2025-09-16T00:47Z 2990 followers, 8922 engagements

"2 best risk reward monopoly/duopoly or oligopoly with high ROIC high margin high growth high TAM excellent balance sheet and reasonable valuation are: X. $NVO X. $EVVTY $EVO"
X Link @teechongyen 2025-09-23T05:57Z 2993 followers, 1163 engagements

"$BABA $9988.HK Price to HKD180 soon"
X Link @teechongyen 2025-09-24T03:22Z 2982 followers, 1754 engagements

"At the same time $CROX wrote off 737mil for Heydude impairment"
X Link @teechongyen 2025-10-10T13:29Z 2989 followers, XXX engagements

"$ADBE major support is tested again"
X Link @teechongyen 2025-10-11T03:01Z 2985 followers, 1239 engagements

"@F_Compounders @grok tell me is similarities and differences current $CROX and $DECK investment opportunities with Timberlands"
X Link @teechongyen 2025-10-11T10:40Z 2992 followers, XXX engagements

"@DeepIceValue No more Chinese exposure. First $BABA was sold after Charlie is gone at Daily Jornal. Then $BYD was sold by either WB or Greg"
X Link @teechongyen 2025-10-12T09:12Z 2990 followers, XXX engagements

"@DeepIceValue $TTD"
X Link @teechongyen 2025-10-13T07:56Z 2982 followers, 1006 engagements

"Best is if u can buy high ROIC with cheap PE. It dont come easily. But patience is needed. Buy high ROIC stock with 40-60PE u might still do well in XX years time horizon but risk stock price stagnant for 5-7 years while waiting fundamentals to catch up with their valuation. U might also risk quality companies MOAT deteriorate while waiting fundamentals to catch up with the valuation"
X Link @teechongyen 2025-10-15T03:06Z 2988 followers, 1679 engagements

"@AustinH26415112 Warren Buffet the person who founded the word "moat" might have different opinion"
X Link @teechongyen 2025-10-15T09:49Z 2982 followers, XX engagements

"$FI 2025 FCF guidance is 5.5B. Current market cap 67.5B Price/FCF = 12"
X Link @teechongyen 2025-10-16T07:58Z 2981 followers, XXX engagements

"And all the $SOC bag holders including Li Lu"
X Link @teechongyen 2025-10-17T01:03Z 2995 followers, 1683 engagements

"Another Chris Mayer's stock in drawdown mode. Brown & Brown $BRO Current Fwd PE XXXX #100bagger"
X Link @teechongyen 2025-10-17T01:45Z 2991 followers, 1414 engagements

"@QualityInvest5 $DECK might be a better bet. High ROIC net cash unlike $LULU management has no negative guidance"
X Link @teechongyen 2025-10-19T01:33Z 2985 followers, XXX engagements

"@QualityInvest5 direct competition for $BKNG"
X Link @teechongyen 2025-10-20T09:23Z 2993 followers, XXX engagements

"@gainify_io I think $ADBE might have the best track record"
X Link @teechongyen 2025-10-20T13:58Z 2995 followers, XXX engagements

"@KenGardner11 GLHF Thats how we investor get our dopamine fixed"
X Link @teechongyen 2025-10-21T06:21Z 2991 followers, XX engagements

"@GhzResearch Oh yes better switch some to $BYDDF"
X Link @teechongyen 2025-10-11T04:47Z 3005 followers, XX engagements

"$BYD $BYDDF announced its largest vehicle recall to date impacting over 115000 vehicles due to safety-related design and battery issues flagged by Chinas State Administration for Market Regulation. The recall includes 44535 units of the Tang series produced from March 2015 to July 2017 to address component design flaws that may lead to abnormal functionality"
X Link @teechongyen 2025-10-17T07:52Z 3005 followers, XXX engagements

"@QualityInvest5 There is no reason for a growth company like $GPN and $FI to halve their market cap without slowing their growth. The only reason I can think of is their debt as if your ROIC is low and WACC is high growing is not going to give much value to shareholder"
X Link @teechongyen 2025-10-22T00:32Z 3005 followers, XX engagements

"@StockMKTNewz Cost of doing business in Brazil. South American business investor need to price in such risk in their valuation"
X Link @teechongyen 2025-10-22T01:30Z 3006 followers, XXX engagements

"FactSet Research Systems $FDS Great company. High ROIC high margin consistent growth business undergoes PE normalization after guidance disappoint. Negative return after holdings for X years due to elevated PE. PE dip below XX now. Any takers"
X Link @teechongyen 2025-09-23T02:53Z 3005 followers, 2739 engagements

"Large drawdown on Chris Mayers position on $CSU.TO $CPRT $LMN.V $TOI.V He wrote on his blog on how to approach drawdowns"
X Link @teechongyen 2025-09-27T01:07Z 3005 followers, 4089 engagements

"Cheap cannibal stock with high ROIC to watch: X. $HRB PE11 X. $DECK PE16 X. $ALSN PE11"
X Link @teechongyen 2025-10-14T13:16Z 3004 followers, XXX engagements

"$SIRI market cap 7.22B FCF 2025 1.15B Their target FCF for 2027 is 1.5B. No wonder Uncle Warren is buying $SIRI"
X Link @teechongyen 2025-10-15T09:12Z 3005 followers, 1655 engagements

"@SecretaryWright @grok does Secretary Chris Wright owns $SOC"
X Link @teechongyen 2025-10-18T02:15Z 3005 followers, 1671 engagements

""It's far better to buy a wonderful business at a fair price than a fair business at a wonderful price. Also The young man knows the rules but the old man knows the exceptions. Is $SIRI a wonderful business or fair business Or is it another exceptions by $BRK.b $BRK.a"
X Link @teechongyen 2025-10-20T01:40Z 3005 followers, XXX engagements

"@elonmusk Meanwhile Cathie Wood had been diversifying to $BYD"
X Link @teechongyen 2025-10-21T01:59Z 3005 followers, XXX engagements

"@SayNoToTrading This is why I m avoiding $MELI. There is too much risk involved. For those risk I expect the valuation to trade at a discount. But its trading at a premium"
X Link @teechongyen 2025-10-21T22:36Z 3006 followers, XXX engagements

"$LMT arguably the most important US defense company downed X% after Q3 2025 beat and an increase to fullyear 2025 sales and EPS guidance. It also raised its quarterly dividend X% to $XXXX expanded share repurchase authorization by $X billion This company business spans over Aeronautics Missiles and Fire Control and Space. I don't know why the inner me NEED to own these product lines"
X Link @teechongyen 2025-10-22T01:59Z 3006 followers, XXX engagements

"$FI ROIC is lower than their WACC after 2019. This could be the reason why stocks plummeted even though it is still growing. Munger often highlights the importance of a durable competitive advantage (moat) that allows a company to sustain high ROIC over time. Hes wary of businesses where ROIC is close to WACC as theyre vulnerable to competition or economic shifts. In his 2000 speech at the University of California he noted that companies like Costco achieve high ROIC because of operational efficiencies creating a wide gap over WACC"
X Link @teechongyen 2025-10-22T03:16Z 3006 followers, 18.5K engagements

"Having said that $FI is the top buy so far by super investor last quarter"
X Link @teechongyen 2025-10-22T03:25Z 3006 followers, XXX engagements

"$BYD $BYDDY $BYDDF Revenue growth more than XX% per year. High ROIC Net cash Founders owns above XX% Founder is a fanatic hardworking genius (According to Charlie Munger) Number X in EV in China and the world Number X in battery market after $CATL Current price of HKD104+- is at a major support"
X Link @teechongyen 2025-10-13T02:20Z 3006 followers, 2171 engagements

"@QualityInvest5 $FI has a debt problem that $PYPL doesnt have. $GPN debt cause them to plummet and only to recover slightly recently"
X Link @teechongyen 2025-10-22T00:23Z 3006 followers, XXX engagements

"$BABA vs $MELI"
X Link @teechongyen 2025-10-22T03:26Z 3006 followers, XXX engagements

"$BERK Ted Weschler personally owns 20.9M of $SIRI"
X Link @teechongyen 2025-02-09T03:30Z 3001 followers, 1215 engagements

"$ADBE and $CPRT Both are competing for my capital. Which one will you choose Profitability & Capital Returns Adobe is a high ROIC / high margin business given its software and cloud model; it converts incremental revenue to profit very efficiently. Copart is solid in its domain with good margins but its ROIC is lower and reinvestment costs are higher. Growth vs Scale Adobe has possibly more room in AI document workflows digital content creation sectors but also faces strong competition and potential saturation. Coparts growth is more tied to physical/industrial tailwinds (insurance losses"
X Link @teechongyen 2025-09-19T02:22Z 2999 followers, XXX engagements

"Warren Buffett think $MCO Moody is probably still a good business. It probable. Not confirmed"
X Link @teechongyen 2025-09-20T15:01Z 3004 followers, XXX engagements

"Charlie Munger thinks rating agencies like Moody $MCO are hammering every problem like a nail"
X Link @teechongyen 2025-09-20T15:04Z 3005 followers, XXX engagements

"Anyone notice Chris Mayer's holding had been tanking a little lately $CPRT $BRO $CMG $CSU"
X Link @teechongyen 2025-09-25T05:24Z 2999 followers, 1129 engagements

"@TSOH_Investing Does that mean we will have a lot of careless buy from Berkshire $POOL $UNH $CVX"
X Link @teechongyen 2025-09-26T06:54Z 2993 followers, XXX engagements

"$CSU $CSU.TO Which metric are u using to value this company and why Base on the current price of CAD3660 Price to FCFA2S: Approximately 35.4x. Price to FCF: Approximately 23.5x"
X Link @teechongyen 2025-09-29T06:50Z 3002 followers, XXX engagements

"$OXY broke the bottom channel with huge volume after selling one of their "crown jewell" to $BRK.B to reduce debt. Tough company to own"
X Link @teechongyen 2025-10-03T02:04Z 3001 followers, 1784 engagements

"PE and P/FCF around XXXX High ROIC High Margin Defensive industry This must be the one of the best risk vs reward currently. $EVO $EVVTY"
X Link @teechongyen 2025-10-06T12:19Z 2993 followers, 5548 engagements

"@Stock_Inf0 Agree that $CROX might gives the best return if sentiment chance if they manage to grow their revenue in North America. $DECK is still more steady as they are still growing and no debt"
X Link @teechongyen 2025-10-09T22:26Z 2993 followers, XXX engagements

"Next few weeks shopping list: X. $GOOGL XXX X. $PYPL XX X. $BABA XXX X. $EVVTY XX X. $ADBE XXX X. $SPGI XXX X. $DECK XX X. $NVO XX X. $BYD HKD100 XX. $BRK.B XXX What will you add or remove. Criteria mainly revolve around steady growth stock with forward PE XX and strong balance sheet"
X Link @teechongyen 2025-10-11T11:33Z 3005 followers, 2722 engagements

"Interesting Stocks with PE XX with price resting at critical support. X. Target Corp $TGT X. Crocs $CROX X. Charter Comm $CHTR X. Comcast $CMCSA X. Western Union $WU X. ZIM Integrated Shipping $ZIM X. Halliburton $HAL X. Allison Transmission $ALSN"
X Link @teechongyen 2025-10-13T08:40Z 3001 followers, XXX engagements

"@JonErlichman @grok how many from the list are unprofitable"
X Link @teechongyen 2025-10-14T00:29Z 3001 followers, 3887 engagements

""If all you ever did was buy high-quality stocks on the 200-week moving average you would beat the S&P XXX by a large margin over time." High ROIC stocks that are currently near XXX weeks moving average: X. $CPRT X. $PAYX X. $DECK X. $CRM"
X Link @teechongyen 2025-10-14T06:12Z 2999 followers, 1122 engagements

"One of the weakest Warren Buffett holdings. Big sell down from channel with higher volume. Will $OXY able to find support at 36"
X Link @teechongyen 2025-10-14T13:10Z 3002 followers, XXX engagements

".therefore our China total net sales in 2026 to decline significantly compared to our very strong business there in 2024 and 2025. $ASML management call on weakness in China"
X Link @teechongyen 2025-10-15T06:48Z 2999 followers, 1191 engagements

"Biggest buy by Dodge & Cox in Q32025 is $FI Biggest sell is $WFC"
X Link @teechongyen 2025-10-16T06:42Z 3004 followers, 1154 engagements

"We are encouraged by our strong pipeline recent client wins and the quality of our strategic initiatives and expect to deliver Fiservs 40th consecutive year of double-digit adjusted earnings per share growth. Tell me which company can produce such track record $PYPL holders should consider switching to $FI Fiserv instead"
X Link @teechongyen 2025-10-16T10:09Z 3002 followers, 3271 engagements

"@EquityBrian $FOUR $FI $PYPL are all cheap now"
X Link @teechongyen 2025-10-17T01:01Z 3001 followers, XXX engagements

"@2020Upstream Thanks for sharing. i am long a basket of oil counters. $OXY $XOM $HAL"
X Link @teechongyen 2025-10-17T01:19Z 2995 followers, XXX engagements

"@rhysdiab @QualityInvest5 $LULU guidance is a little bad. But management could be sandbagging"
X Link @teechongyen 2025-10-19T14:20Z 2995 followers, XXX engagements

"@amitisinvesting Is he going to make China open more Taco Bell"
X Link @teechongyen 2025-10-20T05:01Z 2999 followers, XXX engagements

"@Civixplorer @grok how did Pakistan got their nuclear weapons"
X Link @teechongyen 2025-10-20T05:05Z 2999 followers, XXX engagements

"@longriverCM Yes. Almost ruined $BABA too"
X Link @teechongyen 2025-10-20T05:39Z 2999 followers, XX engagements

"@unusual_whales @grok how to get invest in these companies indirectly"
X Link @teechongyen 2025-10-20T22:54Z 2993 followers, XX engagements

"@dyz_ob Cathy wood is becoming a value investor"
X Link @teechongyen 2025-10-21T01:58Z 2999 followers, XX engagements

"@StockMKTNewz $ELV 👀 $UNH 👀"
X Link @teechongyen 2025-10-21T05:53Z 2999 followers, XXX engagements

"$ELV implied move is 9%. $UNH holders will be 👀"
X Link @teechongyen 2025-10-21T05:55Z 2999 followers, 1076 engagements

""If all you ever did was buy high-quality stocks on the 200-week moving average you would beat the S&P XXX by a large margin over time. The problem is few human beings have that kind of discipline." -Charlie Munger Move aside $NKE $LULU $CROX. Here comes $DECK XX year median: ROE XXXX% ROIC XXXX% XX year CAGR: Revenue XXXX% FCF XXXX% EPS XXXX No Debt. Current forward PE 16"
X Link @teechongyen 2025-10-08T01:04Z 3005 followers, 12.7K engagements

"Does this look like a company going bankrupt soon $CROX"
X Link @teechongyen 2025-10-08T12:09Z 3006 followers, 1166 engagements

"Fiserv $FI took the elevator down XX% from March 2025 high. Last earning report $FI refine their full-year 2025 financial outlook adjusting its organic revenue growth target to approximately XX% and narrowing its adjusted EPS guidance to a range of $XXXXX to $XXXXX. Current price XXX. Is this growth stock being price like a value stock"
X Link @teechongyen 2025-10-16T02:58Z 3006 followers, 6271 engagements

"Fiserv $FI 5X their FCF in XX years. Current price/FCF about 12"
X Link @teechongyen 2025-10-16T08:02Z 3005 followers, 1631 engagements

"$DECK earnings is out on XX Oct. Will the long term support be broken #HOKA #UGG PE XXXX Net cash 10-Year CAGR Revenue XXXX% FCF XXXX% EPS XXXX% 10-Yr Median Returns ROIC 25.6%"
X Link @teechongyen 2025-10-21T01:41Z 3005 followers, XXX engagements

"Guy Spier's Aquamarine Capital took profit on $MU He first bought it in 2019 around USD40-50. That is a good 4X return. Congratulation @GSpier"
X Link @teechongyen 2025-10-21T01:54Z 3006 followers, 1307 engagements

"@StockMKTNewz Love some of the names here. $TTD $LULU $DECK $FI $FDS $CNC"
X Link @teechongyen 2025-10-21T02:48Z 3005 followers, XXX engagements

"$FDS went for sky dive. Had it landed XX year low PE ratio at XXXX 10-Year CAGR Revenue XXX% FCF XXX% EPS XXXX% 10-Yr Median Returns ROIC 23.1%"
X Link @teechongyen 2025-10-21T03:07Z 3005 followers, XXX engagements

"$FI debt could be finally weighing them down. ROIC significantly came down after acquisition in 2018/19 period"
X Link @teechongyen 2025-10-21T08:14Z 3005 followers, XXX engagements

"@realroseceline @QualityInvest5 $DLO and $MELI have South America risk"
X Link @teechongyen 2025-10-22T00:29Z 3005 followers, XXX engagements

"$HAL result beat both top and bottom line. Price surged with high volume. Its a matter of when instead of if for XXXX resistance to be broken. "the demand for power and for AI is like nothing I've ever seen in terms of demand growth. it's an opportunity to effectively leverage what we each do really well." -$HAL management"
X Link @teechongyen 2025-10-22T01:07Z 3006 followers, XXX engagements

"@mebongue Yes the risk of growing is high if return on the capital is low"
X Link @teechongyen 2025-10-22T07:12Z 3006 followers, XX engagements

"@Merzy_123 Who can resist their low PE right I am also fight the urge to buy $FI. Maybe if it gets cheaper I might cave"
X Link @teechongyen 2025-10-22T13:58Z 3006 followers, XX engagements

@teechongyen
/creator/twitter::teechongyen