[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.] #  @themattharbaugh Matthew Harbaugh No recent news or social posts specifically mention Matthew Harbaugh. Various investment managers and firms have shared their insights and portfolio updates on different companies, but there is no information available about Matthew Harbaugh. ### Engagements: XXXXX [#](/creator/twitter::1648503530221883400/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +441% - X Year XXXXXXXXX +863% ### Mentions: XX [#](/creator/twitter::1648503530221883400/posts_active)  - X Week XX -XXXX% - X Month XX -XX% - X Months XXX -XXXX% - X Year XXX +126% ### Followers: XXXXX [#](/creator/twitter::1648503530221883400/followers)  - X Week XXXXX +0.42% - X Month XXXXX +2.50% - X Months XXXXX +151% - X Year XXXXX +259% ### CreatorRank: XXXXXXX [#](/creator/twitter::1648503530221883400/influencer_rank)  ### Social Influence [#](/creator/twitter::1648503530221883400/influence) --- **Social category influence** [stocks](/list/stocks) XXXX% [technology brands](/list/technology-brands) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [finance](/list/finance) XXXX% **Social topic influence** [$intu](/topic/$intu) #11, [$googl](/topic/$googl) 1.25%, [$adbe](/topic/$adbe) #104, [$asml](/topic/$asml) #136, [asml](/topic/asml) #218, [$csgp](/topic/$csgp) #5, [$adp](/topic/$adp) 0.75%, [$fi](/topic/$fi) #4, [$abnb](/topic/$abnb) 0.5%, [$itri](/topic/$itri) #4 **Top accounts mentioned or mentioned by** [@bramvgenechten](/creator/undefined) [@speedwellllc](/creator/undefined) [@nfrosinha](/creator/undefined) [@shivamkashan](/creator/undefined) [@qualityinvest5](/creator/undefined) [@invest091](/creator/undefined) [@at50w50882](/creator/undefined) [@fiscoraoriginal](/creator/undefined) [@tacticzh](/creator/undefined) [@theeuinvestor](/creator/undefined) [@christofheinze](/creator/undefined) [@rushhhhs](/creator/undefined) [@fluentinquality](/creator/undefined) [@wisedelcapital](/creator/undefined) [@investinassets](/creator/undefined) [@qualityequities](/creator/undefined) [@richardwedekin1](/creator/undefined) [@nirvana12319](/creator/undefined) [@awnihamad](/creator/undefined) [@hollertotide](/creator/undefined) **Top assets mentioned** [Intuit Inc. (INTU)](/topic/$intu) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Adobe, Inc. (ADBE)](/topic/$adbe) [CoStar Group, Inc. (CSGP)](/topic/$csgp) [Adappter Token (ADP)](/topic/$adp) [Fiserv, Inc. (FI)](/topic/$fi) [Airbnb Inc (ABNB)](/topic/$abnb) [Itron Inc (ITRI)](/topic/$itri) [UNIPOLY (UNP)](/topic/$unp) [Waste Connections, Inc. (WCN)](/topic/$wcn) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Ecolab Inc. (ECL)](/topic/$ecl) [Symbotic Inc. Class A Common Stock (SYM)](/topic/$sym) [Cintas Corporation (CTAS)](/topic/$ctas) [Auroracoin (AUR)](/topic/$aur) [Shakita Inu (SHAK)](/topic/$shak) [Starbucks Corporation (SBUX)](/topic/$sbux) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Casey's General Stores, Inc. (CASY)](/topic/$casy) [Stryker Corporation (SYK)](/topic/$syk) [Metadium (META)](/topic/$meta) [IDEXX Laboratories, Inc. (IDXX)](/topic/$idxx) [Philip Morris International Inc. (PM)](/topic/$pm) [Microsoft Corp. (MSFT)](/topic/$msft) [Msci Inc (MSCI)](/topic/$msci) [Paycom Software Inc (PAYC)](/topic/$payc) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Salesforce Inc (CRM)](/topic/salesforce) [Cream (CRM)](/topic/$crm) [MercadoLibre Inc (MELI)](/topic/$meli) [Carlisle Companies, Inc. (CSL)](/topic/$csl) [Netflix Inc (NFLX)](/topic/$nflx) [Oracle Corporation (ORCL)](/topic/$orcl) [Basilisk (BSX)](/topic/$bsx) [Synopsys, Inc. (SNPS)](/topic/$snps) [Gartner Inc (IT)](/topic/$it) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Workday Inc (WDAY)](/topic/$wday) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Now Coin (NOW)](/topic/$now) [Shopify Inc (SHOP)](/topic/$shop) [Arcblock (ABT)](/topic/$abt) [Unilever plc (UL)](/topic/$ul) [Wat (WAT)](/topic/$wat) [Brown-Forman Corporation Class B (BF.B)](/topic/$bfb) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Floor & Decor Holdings, Inc. (FND)](/topic/$fnd) [S&P Global Inc (SPGI)](/topic/$spgi) [Fortinet Inc (FTNT)](/topic/$ftnt) [Fair Isaac, Corp. (FICO)](/topic/$fico) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Enerplus Corporation (ERF)](/topic/$erf) [Liberty Media, Corp. (FWONK)](/topic/$fwonk) [Capital One Financial Corp. (COF)](/topic/$cof) [Charles Schwab Corporation (SCHW)](/topic/$schw) [Decentral Games ICE (ICE)](/topic/$ice) [SAP SE (SAP)](/topic/$sap) [RELX PLC (RELX)](/topic/$relx) [Toko Token (TKO)](/topic/$tko) [DisChain (DIS)](/topic/$dis) ### Top Social Posts [#](/creator/twitter::1648503530221883400/posts) --- Top posts by engagements in the last XX hours "Broyhill Asset Management on $FI "We know this business well and do not believe it is worth anywhere near the 12-13x earnings the market is currently ascribing to it."" [X Link](https://x.com/themattharbaugh/status/1964661545473806390) [@themattharbaugh](/creator/x/themattharbaugh) 2025-09-07T12:06Z 3579 followers, 15.9K engagements "2. Booking Holdings $BKNG ROIC: XXXX% Booking Holdings is the leading provider of online travel services It is the parent company of: Kayak OpenTable Priceline Agoda Rentalcars Hospitality with scale" [X Link](https://x.com/themattharbaugh/status/1968631723672973359) [@themattharbaugh](/creator/x/themattharbaugh) 2025-09-18T11:02Z 3578 followers, XXX engagements "Bill Nygren on $ABNB "If we're right about the profitability this is a business that would deserve a well above market multiple. That disconnect is our opportunity."" [X Link](https://x.com/themattharbaugh/status/1964283048121278719) [@themattharbaugh](/creator/x/themattharbaugh) 2025-09-06T11:02Z 3579 followers, 30K engagements "Vulcan Value Partners on $CRM "We believe the company is poised for sustained growth and will actually benefit from AI. Salesforce is deeply entrenched within its customer base has high retention high recurring revenue and is a very scalable business with high margin potential."" [X Link](https://x.com/themattharbaugh/status/1979503311456710767) [@themattharbaugh](/creator/x/themattharbaugh) 2025-10-18T11:02Z 3579 followers, XXX engagements "Counterpoint Global on AI tailwinds "Our analysis of AI beneficiaries highlights potential margin capture that consensus estimates have yet to fully consider." $ASML $ITRI $WCN $AXON $UNP $ECL $AUR $SYM $CTAS $SHAK" [X Link](https://x.com/themattharbaugh/status/1940826974496112907) [@themattharbaugh](/creator/x/themattharbaugh) 2025-07-03T17:36Z 3579 followers, 4684 engagements "Polen Capital on adding to $ADBE $SBUX & $CSGP "Increases in Adobe Starbucks and CoStar Group reflect our expectation that each will see accelerating revenue and earnings growth in the coming year."" [X Link](https://x.com/themattharbaugh/status/1946904529036837359) [@themattharbaugh](/creator/x/themattharbaugh) 2025-07-20T12:06Z 3582 followers, 4938 engagements "Polen Capital on $NVDA & $AVGO "We anticipate that both companies will be able to generate earnings growth at XX% per annum over the next 3-5 years and that their P/E multiples in mid-to-high thirties were fair valuations for the level of expected future earnings growth."" [X Link](https://x.com/themattharbaugh/status/1977328999077478909) [@themattharbaugh](/creator/x/themattharbaugh) 2025-10-12T11:02Z 3579 followers, 2981 engagements "Vulcan Value Partners on buying $FI "Fiserv's products have high switching costs which aids in customer retention and increases the stickiness of their revenue. The company is using its free cash flow to repurchase its discounted shares which increases our value per share growth. We are pleased to be able to own this wonderful business with a substantial margin of safety once again."" [X Link](https://x.com/themattharbaugh/status/1979157457881440319) [@themattharbaugh](/creator/x/themattharbaugh) 2025-10-17T12:08Z 3579 followers, 2232 engagements "Posted a short newsletter sharing Polen Capital's thoughts on global compounders $ASML $LVMH $MC.PA $MELI $CSL Find it here" [X Link](https://x.com/themattharbaugh/status/1941468717335867847) [@themattharbaugh](/creator/x/themattharbaugh) 2025-07-05T12:06Z 3582 followers, 2232 engagements "Polen Capital buys $NVDA $AVGO $BSX $INTU $SNPS & $UBER Sold $IT and $TMO Added to $SBUX $NOW $CSGP $ADBE Trimmed $NFLX $GOOGL $V $WDAY $AMZN $ABNB $ABT $SHOP & $ORCL" [X Link](https://x.com/themattharbaugh/status/1976970031993860433) [@themattharbaugh](/creator/x/themattharbaugh) 2025-10-11T11:16Z 3579 followers, 3572 engagements "Akre Focus Fund on $CSU "Long-term compounding in publicly traded equities comes with costs-unpleasant drawdowns among them. As long as we maintain conviction in our investment theses we welcome drawdowns as potential buying opportunities. We write to you today to reaffirm our conviction in Constellation Software."" [X Link](https://x.com/themattharbaugh/status/1976257934649598064) [@themattharbaugh](/creator/x/themattharbaugh) 2025-10-09T12:06Z 3578 followers, 2763 engagements "Great report on $CASY If youre interested in $CASY this is a must-read" [X Link](https://x.com/themattharbaugh/status/1978498169156595908) [@themattharbaugh](/creator/x/themattharbaugh) 2025-10-15T16:28Z 3581 followers, 3005 engagements "Terry Smith's top XX holdings as of August 29th $META $SYK $IDXX $OR.PA $GOOGL $V $MSFT $ADP $PM $UL YTD Performance: -0.5%" [X Link](https://x.com/themattharbaugh/status/1964366098838536529) [@themattharbaugh](/creator/x/themattharbaugh) 2025-09-06T16:32Z 3578 followers, 4513 engagements "Terry Smith's top XX holdings as of September 30th $SYK $IDXX $GOOGL $OR.PA $MSFT $V $ADP $PM $META $WAT YTD Performance: -2.2%" [X Link](https://x.com/themattharbaugh/status/1973362572322554345) [@themattharbaugh](/creator/x/themattharbaugh) 2025-10-01T12:21Z 3579 followers, 5814 engagements "Polen Capital on buying $INTU "We believe there remains an excellent runway for growth. We expect Intuit to grow revenue at a mid-teens rate and earnings at a high-teens rate going forward."" [X Link](https://x.com/themattharbaugh/status/1977774427908530509) [@themattharbaugh](/creator/x/themattharbaugh) 2025-10-13T16:32Z 3579 followers, 1466 engagements "Chuck Akre sold $MSCI in Q1 2011 $MSCI would return +1400% since he sold Even the best make the mistake of selling winners too early" [X Link](https://x.com/themattharbaugh/status/1971976215952077253) [@themattharbaugh](/creator/x/themattharbaugh) 2025-09-27T16:32Z 3581 followers, 5245 engagements "Mar Vista on selling $ADBE "The company's ability to translate these innovations into meaningful incremental revenue remains uncertain. With both the timing and magnitude of new AI-driven revenue streams unclear and competitive pressures increasing in Adobe's core markets we concluded that the risk-reward profile had deteriorated."" [X Link](https://x.com/themattharbaugh/status/1975978596289180103) [@themattharbaugh](/creator/x/themattharbaugh) 2025-10-08T17:36Z 3581 followers, 3971 engagements "Akre Capital on $CSGP "The company continues to evolve as the leading technology vendor to the commercial real estate industry first in providing data software and advertising tools that are the de facto industry standards. we think it's an incredibly resilient business through real estate cycles."" [X Link](https://x.com/themattharbaugh/status/1965090860162298199) [@themattharbaugh](/creator/x/themattharbaugh) 2025-09-08T16:32Z 3579 followers, 4755 engagements "Terry Smith buys $EL.PA (EssilorLuxottica) and sells out of $BFB (Brown-Forman)" [X Link](https://x.com/themattharbaugh/status/1940087019884941432) [@themattharbaugh](/creator/x/themattharbaugh) 2025-07-01T16:36Z 3578 followers, 6726 engagements "Bill Nygren on $WBD "In our view this merger could generate meaningful cost synergies and create a scaled competitor with a deep and unmatched content library. and believe its long-term prospects remain attractive."" [X Link](https://x.com/themattharbaugh/status/1976687260469707014) [@themattharbaugh](/creator/x/themattharbaugh) 2025-10-10T16:32Z 3578 followers, 3827 engagements "Mike Loeb of Argosy Investors on buying $FND "I believe that the company's margins are at a trough due to a significant number of immature stores mature stores with below-average traffic due to depressed existing home sales and an SG&A base that should be well built-out for future growth."" [X Link](https://x.com/themattharbaugh/status/1974067509591511226) [@themattharbaugh](/creator/x/themattharbaugh) 2025-10-03T11:02Z 3578 followers, XXX engagements "Dan Loeb on $CASY In Caseys we see a world class management team with a differentiated mousetrap and a decade of profitable growth ahead of them" [X Link](https://x.com/themattharbaugh/status/1968994071944294533) [@themattharbaugh](/creator/x/themattharbaugh) 2025-09-19T11:02Z 3581 followers, 2099 engagements "5. Paycom Software $PAYC ROIC: XXXX% Paycom is a cloud-based HCM provider built on a single-database software that helps businesses automate payroll time management and taxes Signature products include BETI and GONE XX% recurring revenues with XX% client retention" [X Link](https://x.com/themattharbaugh/status/1968631745621737565) [@themattharbaugh](/creator/x/themattharbaugh) 2025-09-18T11:02Z 3578 followers, XXX engagements "Mohnish Pabrai's Wagons Fund performance" [X Link](https://x.com/themattharbaugh/status/1955668796787613766) [@themattharbaugh](/creator/x/themattharbaugh) 2025-08-13T16:32Z 3579 followers, 2964 engagements "The most resilient revenues are found in companies selling: recurring essential and affordable services to a diversified base of corporate clients $INTU $MSCI $SPGI $ADBE $FICO $ADP $PAYC $FTNT" [X Link](https://x.com/themattharbaugh/status/1881763691986665880) [@themattharbaugh](/creator/x/themattharbaugh) 2025-01-21T18:00Z 3582 followers, 1227 engagements "Infuse Partners on $TMDX "Transmedics has a deep vertically integrated moat."" [X Link](https://x.com/themattharbaugh/status/1974891438669238636) [@themattharbaugh](/creator/x/themattharbaugh) 2025-10-05T17:36Z 3579 followers, 4442 engagements "Polen Capital on buying $UBER "While the threat of autonomous vehicles looms and is likely weighing on the valuation we believe that threat is many years away. we expect Uber to compound earnings at XX% p.a. over the next five years."" [X Link](https://x.com/themattharbaugh/status/1977692704642359793) [@themattharbaugh](/creator/x/themattharbaugh) 2025-10-13T11:07Z 3579 followers, 2665 engagements "Michael Mauboussin on AI tailwinds "Our analysis of AI beneficiaries highlights potential margin capture that consensus estimates have yet to fully consider." $ASML $ITRI $WCN $AXON $UNP $ECL $AUR $SYM $CTAS $SHAK" [X Link](https://x.com/themattharbaugh/status/1927040151340913081) [@themattharbaugh](/creator/x/themattharbaugh) 2025-05-26T16:32Z 3578 followers, 62K engagements "Sequoia Fund top XX holdings as of Q2 2025 $RR.L $CSU $FWONK $UMG $SCHW $ERF $GOOGL $ICE $COF $SAP" [X Link](https://x.com/themattharbaugh/status/1955322503015846365) [@themattharbaugh](/creator/x/themattharbaugh) 2025-08-12T17:36Z 3578 followers, 7630 engagements "Lindsell Train top XX holdings as of May 2025 $RELX $NTDOY $LSEG $DGE $TKO $INTU $DIS $UMG $ULVR $GOOG $GOOGL" [X Link](https://x.com/themattharbaugh/status/1933216842065097155) [@themattharbaugh](/creator/x/themattharbaugh) 2025-06-12T17:36Z 3581 followers, 5575 engagements "Parnassus buys & sells for 3Q25 Bought: $SARO & $PODD Sold: $DE & $INTU" [X Link](https://x.com/themattharbaugh/status/1979240083577254162) [@themattharbaugh](/creator/x/themattharbaugh) 2025-10-17T17:36Z 3579 followers, XXX 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.]
@themattharbaugh Matthew Harbaugh
No recent news or social posts specifically mention Matthew Harbaugh. Various investment managers and firms have shared their insights and portfolio updates on different companies, but there is no information available about Matthew Harbaugh.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +441%
- X Year XXXXXXXXX +863%
Mentions: XX #
- X Week XX -XXXX%
- X Month XX -XX%
- X Months XXX -XXXX%
- X Year XXX +126%
Followers: XXXXX #
- X Week XXXXX +0.42%
- X Month XXXXX +2.50%
- X Months XXXXX +151%
- X Year XXXXX +259%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXX% technology brands XXXX% cryptocurrencies XXXX% finance XXXX%
Social topic influence $intu #11, $googl 1.25%, $adbe #104, $asml #136, asml #218, $csgp #5, $adp 0.75%, $fi #4, $abnb 0.5%, $itri #4
Top accounts mentioned or mentioned by @bramvgenechten @speedwellllc @nfrosinha @shivamkashan @qualityinvest5 @invest091 @at50w50882 @fiscoraoriginal @tacticzh @theeuinvestor @christofheinze @rushhhhs @fluentinquality @wisedelcapital @investinassets @qualityequities @richardwedekin1 @nirvana12319 @awnihamad @hollertotide
Top assets mentioned Intuit Inc. (INTU) Alphabet Inc Class A (GOOGL) Adobe, Inc. (ADBE) CoStar Group, Inc. (CSGP) Adappter Token (ADP) Fiserv, Inc. (FI) Airbnb Inc (ABNB) Itron Inc (ITRI) UNIPOLY (UNP) Waste Connections, Inc. (WCN) Axon Enterprise, Inc. (AXON) Ecolab Inc. (ECL) Symbotic Inc. Class A Common Stock (SYM) Cintas Corporation (CTAS) Auroracoin (AUR) Shakita Inu (SHAK) Starbucks Corporation (SBUX) NVIDIA Corp. (NVDA) Broadcom, Inc. (AVGO) Uber Technologies, Inc. (UBER) Casey's General Stores, Inc. (CASY) Stryker Corporation (SYK) Metadium (META) IDEXX Laboratories, Inc. (IDXX) Philip Morris International Inc. (PM) Microsoft Corp. (MSFT) Msci Inc (MSCI) Paycom Software Inc (PAYC) Booking Holdings Inc (BKNG) Salesforce Inc (CRM) Cream (CRM) MercadoLibre Inc (MELI) Carlisle Companies, Inc. (CSL) Netflix Inc (NFLX) Oracle Corporation (ORCL) Basilisk (BSX) Synopsys, Inc. (SNPS) Gartner Inc (IT) Thermo Fisher Scientific Inc. (TMO) Workday Inc (WDAY) Amazon.com, Inc. (AMZN) Now Coin (NOW) Shopify Inc (SHOP) Arcblock (ABT) Unilever plc (UL) Wat (WAT) Brown-Forman Corporation Class B (BF.B) Warner Bros Discovery, Inc. (WBD) Floor & Decor Holdings, Inc. (FND) S&P Global Inc (SPGI) Fortinet Inc (FTNT) Fair Isaac, Corp. (FICO) TransMedics Group, Inc. Common Stock (TMDX) Enerplus Corporation (ERF) Liberty Media, Corp. (FWONK) Capital One Financial Corp. (COF) Charles Schwab Corporation (SCHW) Decentral Games ICE (ICE) SAP SE (SAP) RELX PLC (RELX) Toko Token (TKO) DisChain (DIS)
Top Social Posts #
Top posts by engagements in the last XX hours
"Broyhill Asset Management on $FI "We know this business well and do not believe it is worth anywhere near the 12-13x earnings the market is currently ascribing to it.""
X Link @themattharbaugh 2025-09-07T12:06Z 3579 followers, 15.9K engagements
"2. Booking Holdings $BKNG ROIC: XXXX% Booking Holdings is the leading provider of online travel services It is the parent company of: Kayak OpenTable Priceline Agoda Rentalcars Hospitality with scale"
X Link @themattharbaugh 2025-09-18T11:02Z 3578 followers, XXX engagements
"Bill Nygren on $ABNB "If we're right about the profitability this is a business that would deserve a well above market multiple. That disconnect is our opportunity.""
X Link @themattharbaugh 2025-09-06T11:02Z 3579 followers, 30K engagements
"Vulcan Value Partners on $CRM "We believe the company is poised for sustained growth and will actually benefit from AI. Salesforce is deeply entrenched within its customer base has high retention high recurring revenue and is a very scalable business with high margin potential.""
X Link @themattharbaugh 2025-10-18T11:02Z 3579 followers, XXX engagements
"Counterpoint Global on AI tailwinds "Our analysis of AI beneficiaries highlights potential margin capture that consensus estimates have yet to fully consider." $ASML $ITRI $WCN $AXON $UNP $ECL $AUR $SYM $CTAS $SHAK"
X Link @themattharbaugh 2025-07-03T17:36Z 3579 followers, 4684 engagements
"Polen Capital on adding to $ADBE $SBUX & $CSGP "Increases in Adobe Starbucks and CoStar Group reflect our expectation that each will see accelerating revenue and earnings growth in the coming year.""
X Link @themattharbaugh 2025-07-20T12:06Z 3582 followers, 4938 engagements
"Polen Capital on $NVDA & $AVGO "We anticipate that both companies will be able to generate earnings growth at XX% per annum over the next 3-5 years and that their P/E multiples in mid-to-high thirties were fair valuations for the level of expected future earnings growth.""
X Link @themattharbaugh 2025-10-12T11:02Z 3579 followers, 2981 engagements
"Vulcan Value Partners on buying $FI "Fiserv's products have high switching costs which aids in customer retention and increases the stickiness of their revenue. The company is using its free cash flow to repurchase its discounted shares which increases our value per share growth. We are pleased to be able to own this wonderful business with a substantial margin of safety once again.""
X Link @themattharbaugh 2025-10-17T12:08Z 3579 followers, 2232 engagements
"Posted a short newsletter sharing Polen Capital's thoughts on global compounders $ASML $LVMH $MC.PA $MELI $CSL Find it here"
X Link @themattharbaugh 2025-07-05T12:06Z 3582 followers, 2232 engagements
"Polen Capital buys $NVDA $AVGO $BSX $INTU $SNPS & $UBER Sold $IT and $TMO Added to $SBUX $NOW $CSGP $ADBE Trimmed $NFLX $GOOGL $V $WDAY $AMZN $ABNB $ABT $SHOP & $ORCL"
X Link @themattharbaugh 2025-10-11T11:16Z 3579 followers, 3572 engagements
"Akre Focus Fund on $CSU "Long-term compounding in publicly traded equities comes with costs-unpleasant drawdowns among them. As long as we maintain conviction in our investment theses we welcome drawdowns as potential buying opportunities. We write to you today to reaffirm our conviction in Constellation Software.""
X Link @themattharbaugh 2025-10-09T12:06Z 3578 followers, 2763 engagements
"Great report on $CASY If youre interested in $CASY this is a must-read"
X Link @themattharbaugh 2025-10-15T16:28Z 3581 followers, 3005 engagements
"Terry Smith's top XX holdings as of August 29th $META $SYK $IDXX $OR.PA $GOOGL $V $MSFT $ADP $PM $UL YTD Performance: -0.5%"
X Link @themattharbaugh 2025-09-06T16:32Z 3578 followers, 4513 engagements
"Terry Smith's top XX holdings as of September 30th $SYK $IDXX $GOOGL $OR.PA $MSFT $V $ADP $PM $META $WAT YTD Performance: -2.2%"
X Link @themattharbaugh 2025-10-01T12:21Z 3579 followers, 5814 engagements
"Polen Capital on buying $INTU "We believe there remains an excellent runway for growth. We expect Intuit to grow revenue at a mid-teens rate and earnings at a high-teens rate going forward.""
X Link @themattharbaugh 2025-10-13T16:32Z 3579 followers, 1466 engagements
"Chuck Akre sold $MSCI in Q1 2011 $MSCI would return +1400% since he sold Even the best make the mistake of selling winners too early"
X Link @themattharbaugh 2025-09-27T16:32Z 3581 followers, 5245 engagements
"Mar Vista on selling $ADBE "The company's ability to translate these innovations into meaningful incremental revenue remains uncertain. With both the timing and magnitude of new AI-driven revenue streams unclear and competitive pressures increasing in Adobe's core markets we concluded that the risk-reward profile had deteriorated.""
X Link @themattharbaugh 2025-10-08T17:36Z 3581 followers, 3971 engagements
"Akre Capital on $CSGP "The company continues to evolve as the leading technology vendor to the commercial real estate industry first in providing data software and advertising tools that are the de facto industry standards. we think it's an incredibly resilient business through real estate cycles.""
X Link @themattharbaugh 2025-09-08T16:32Z 3579 followers, 4755 engagements
"Terry Smith buys $EL.PA (EssilorLuxottica) and sells out of $BFB (Brown-Forman)"
X Link @themattharbaugh 2025-07-01T16:36Z 3578 followers, 6726 engagements
"Bill Nygren on $WBD "In our view this merger could generate meaningful cost synergies and create a scaled competitor with a deep and unmatched content library. and believe its long-term prospects remain attractive.""
X Link @themattharbaugh 2025-10-10T16:32Z 3578 followers, 3827 engagements
"Mike Loeb of Argosy Investors on buying $FND "I believe that the company's margins are at a trough due to a significant number of immature stores mature stores with below-average traffic due to depressed existing home sales and an SG&A base that should be well built-out for future growth.""
X Link @themattharbaugh 2025-10-03T11:02Z 3578 followers, XXX engagements
"Dan Loeb on $CASY In Caseys we see a world class management team with a differentiated mousetrap and a decade of profitable growth ahead of them"
X Link @themattharbaugh 2025-09-19T11:02Z 3581 followers, 2099 engagements
"5. Paycom Software $PAYC ROIC: XXXX% Paycom is a cloud-based HCM provider built on a single-database software that helps businesses automate payroll time management and taxes Signature products include BETI and GONE XX% recurring revenues with XX% client retention"
X Link @themattharbaugh 2025-09-18T11:02Z 3578 followers, XXX engagements
"Mohnish Pabrai's Wagons Fund performance"
X Link @themattharbaugh 2025-08-13T16:32Z 3579 followers, 2964 engagements
"The most resilient revenues are found in companies selling: recurring essential and affordable services to a diversified base of corporate clients $INTU $MSCI $SPGI $ADBE $FICO $ADP $PAYC $FTNT"
X Link @themattharbaugh 2025-01-21T18:00Z 3582 followers, 1227 engagements
"Infuse Partners on $TMDX "Transmedics has a deep vertically integrated moat.""
X Link @themattharbaugh 2025-10-05T17:36Z 3579 followers, 4442 engagements
"Polen Capital on buying $UBER "While the threat of autonomous vehicles looms and is likely weighing on the valuation we believe that threat is many years away. we expect Uber to compound earnings at XX% p.a. over the next five years.""
X Link @themattharbaugh 2025-10-13T11:07Z 3579 followers, 2665 engagements
"Michael Mauboussin on AI tailwinds "Our analysis of AI beneficiaries highlights potential margin capture that consensus estimates have yet to fully consider." $ASML $ITRI $WCN $AXON $UNP $ECL $AUR $SYM $CTAS $SHAK"
X Link @themattharbaugh 2025-05-26T16:32Z 3578 followers, 62K engagements
"Sequoia Fund top XX holdings as of Q2 2025 $RR.L $CSU $FWONK $UMG $SCHW $ERF $GOOGL $ICE $COF $SAP"
X Link @themattharbaugh 2025-08-12T17:36Z 3578 followers, 7630 engagements
"Lindsell Train top XX holdings as of May 2025 $RELX $NTDOY $LSEG $DGE $TKO $INTU $DIS $UMG $ULVR $GOOG $GOOGL"
X Link @themattharbaugh 2025-06-12T17:36Z 3581 followers, 5575 engagements
"Parnassus buys & sells for 3Q25 Bought: $SARO & $PODD Sold: $DE & $INTU"
X Link @themattharbaugh 2025-10-17T17:36Z 3579 followers, XXX engagements