# ![@themattharbaugh Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1648503530221883400.png) @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: [------] [#](/creator/twitter::1648503530221883400/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1648503530221883400/c:line/m:interactions.svg)

- [--] Week [-------] +120%
- [--] Month [-------] +68%
- [--] Months [---------] -8%
- [--] Year [---------] +630%

### Mentions: [--] [#](/creator/twitter::1648503530221883400/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1648503530221883400/c:line/m:posts_active.svg)

- [--] Months [---] -46%
- [--] Year [---] -8.30%

### Followers: [-----] [#](/creator/twitter::1648503530221883400/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1648503530221883400/c:line/m:followers.svg)

- [--] Week [-----] +1.20%
- [--] Month [-----] +9.30%
- [--] Months [-----] +62%
- [--] Year [-----] +307%

### CreatorRank: [-------] [#](/creator/twitter::1648503530221883400/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1648503530221883400/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  43% [technology brands](/list/technology-brands)  26% [finance](/list/finance)  23% [cryptocurrencies](/list/cryptocurrencies)  7% [social networks](/list/social-networks)  1% [fashion brands](/list/fashion-brands)  1% [countries](/list/countries)  1%

**Social topic influence**
[$evvty](/topic/$evvty) 9%, [ai](/topic/ai) 9%, [business](/topic/business) 8%, [investment](/topic/investment) 8%, [$payc](/topic/$payc) 8%, [$adbe](/topic/$adbe) 7%, [gaming](/topic/gaming) 6%, [if you](/topic/if-you) 6%, [paycom](/topic/paycom) 6%, [$asml](/topic/$asml) 5%

**Top accounts mentioned or mentioned by**
[@drewcohenmoney](/creator/undefined) [@cloudsweeper99](/creator/undefined) [@noman99190](/creator/undefined) [@fzp450](/creator/undefined) [@varunvmalhotra](/creator/undefined) [@speedwellllc](/creator/undefined) [@lcsobrin26](/creator/undefined) [@ihms2012](/creator/undefined) [@justinrtipton](/creator/undefined) [@fifteencagr](/creator/undefined) [@mr_deepvalue](/creator/undefined) [@yehoshzl](/creator/undefined) [@william_r2rclub](/creator/undefined) [@ajgettis](/creator/undefined) [@stoitz](/creator/undefined) [@e_pap4](/creator/undefined) [@newsreader1314](/creator/undefined) [@ixus1](/creator/undefined) [@greenpipsethan](/creator/undefined) [@pandadaytona](/creator/undefined)

**Top assets mentioned**
[Paycom Software Inc (PAYC)](/topic/$payc) [Adobe, Inc. (ADBE)](/topic/$adbe) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Evotec SE (EVO)](/topic/$evo) [Intuit Inc. (INTU)](/topic/$intu) [Metadium (META)](/topic/$meta) [S&P Global Inc (SPGI)](/topic/$spgi) [Fortinet Inc (FTNT)](/topic/$ftnt) [Moody's Corporation (MCO)](/topic/$mco) [Msci Inc (MSCI)](/topic/$msci) [Mastercard, Inc. (MA)](/topic/$ma) [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/$ctas) [Shake Shack Inc. (SHAK)](/topic/$shak) [Auroracoin (AUR)](/topic/$aur) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Adappter Token (ADP)](/topic/$adp) [SBA Communications Corporation (SBAC)](/topic/$sbac) [SOPHiA GENETICS SA (SOPH)](/topic/sophia-genetics) [Airbnb, Inc. (ABNB)](/topic/$abnb) [American Tower Corp (AMT)](/topic/$amt) [O'Reilly Automotive Inc (ORLY)](/topic/$orly) [Sophon (SOPH)](/topic/$soph) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Starbucks Corporation (SBUX)](/topic/$sbux) [CoStar Group, Inc. (CSGP)](/topic/$csgp) ["StandardAero, Inc. (SARO)](/topic/$saro) [Insulet, Corp. (PODD)](/topic/$podd) [Deere & Company (DE)](/topic/$de) [Oracle Corporation (ORCL)](/topic/$orcl) [Walmart, Inc. (WMT)](/topic/$wmt) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [Home Depot, Inc. (HD)](/topic/$hd) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Brown-Forman Corporation Class B (BF.B)](/topic/$bfb) [Coupang, Inc.  (CPNG)](/topic/$cpng) [Now Coin (NOW)](/topic/$now) [Netflix Inc (NFLX)](/topic/$nflx) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Nike Inc (NKE)](/topic/$nke) [Hilton Hotels Corporation Common Stock (HLT)](/topic/$hlt)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Mohnish Pabrai on the holy grail of investing "We believe the holy grail of investing is to buy capital-light businesses which have high returns on equity great balance sheets and very long runways- all while paying no more than a bit more than tangible book value.""  
[X Link](https://x.com/themattharbaugh/status/2020484318888337759)  2026-02-08T13:06Z [----] followers, 117.2K engagements


"Akre Capital Management Q2 13-F Summary: Trimmed top [--] holdings Added aggressively to SBA Communications Corp $SBAC and Sophia Genetics $SOPH Buys Airbnb $ABNB Top [--] Holdings: Mastercard $MA Moody's $MCO KKR $KKR American Tower $AMT and O'Reilly Automotive $ORLY"  
[X Link](https://x.com/themattharbaugh/status/1823770329107321100)  2024-08-14T17:15Z [----] followers, [----] engagements


"Evolution Gaming FCF since [----] Long: $EVVTY $EVO.ST"  
[X Link](https://x.com/themattharbaugh/status/1880299051280912410)  2025-01-17T17:00Z [----] followers, [----] 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)  2025-07-20T12:06Z [----] followers, [----] engagements


"Parnassus buys & sells for 3Q25 Bought: $SARO & $PODD Sold: $DE & $INTU"  
[X Link](https://x.com/themattharbaugh/status/1979240083577254162)  2025-10-17T17:36Z [----] followers, [----] 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/1983226357782847687)  2025-10-28T17:36Z [----] followers, [----] engagements


"Dev Kantesaria on selling $ADBE "Over the long term we see a future where Adobe is rendered obsolete except for very high-end use cases.""  
[X Link](https://x.com/themattharbaugh/status/2015410923809181851)  2026-01-25T13:06Z [----] followers, 51.1K engagements


"Want more insights from this interview with Dev Kantesaria including his takes on $ASML $INTU and $FICO I broke it down for you in this post 👇 https://matthewharbaugh.substack.com/p/how-dev-kantesaria-invests-in-high https://matthewharbaugh.substack.com/p/how-dev-kantesaria-invests-in-high"  
[X Link](https://x.com/themattharbaugh/status/2015504560735846646)  2026-01-25T19:18Z [----] followers, [----] engagements


"Michael Mauboussin on the [--] drivers of ROIC [--]. High margins and low invested capital turnover = differentiation ( $MSFT $ORCL $META $MA $GOOGL) [--]. Low margins and high invested capital turnover = cost leaders ( $WMT $AMZN $HD)"  
[X Link](https://x.com/themattharbaugh/status/2015773297871294816)  2026-01-26T13:06Z [----] followers, 49.6K engagements


"Giverny Capital on selling winners "Selling winners because they're exceeded your price target generally does not work. The best companies tend to outperform expectations over time and when you own a business that does this the smarter strategy is to rethink your expectations rather than take profits." https://twitter.com/i/web/status/2015954506031178186 https://twitter.com/i/web/status/2015954506031178186"  
[X Link](https://x.com/themattharbaugh/status/2015954506031178186)  2026-01-27T01:06Z [----] followers, 10.7K engagements


"Giverny Capital on $CSU "Constellation strikes me as one of the last places AI entrepreneurs will target. If Constellation's earnings keep growing 15% to 20% the stock price eventually will reflect that.""  
[X Link](https://x.com/themattharbaugh/status/2016860470993416579)  2026-01-29T13:06Z [----] followers, 20.3K engagements


"Chris Hohn on $GOOG $GOOGL "We have a position in Alphabet which maybe our most risky investment. we think they have a lot of advantages of their data to offer higher quality search results but competition is increasing.""  
[X Link](https://x.com/themattharbaugh/status/2018293898049728892)  2026-02-02T12:02Z [----] followers, 19.8K engagements


"@NoMan99190 Distribution and network effects are powerful"  
[X Link](https://x.com/themattharbaugh/status/2018295625993863192)  2026-02-02T12:09Z [----] followers, [---] engagements


"David Poppe on owning great businesses "We focus on finding companies that already earn a 20% ROE and perhaps for some reason the market is skeptical about whether it can continue. We try to solve that problem. When you start with great numbers you reduce the chance of unpleasant surprises." https://twitter.com/i/web/status/2018672398124323107 https://twitter.com/i/web/status/2018672398124323107"  
[X Link](https://x.com/themattharbaugh/status/2018672398124323107)  2026-02-03T13:06Z [----] followers, 10.7K engagements


"Link to article: https://static1.squarespace.com/static/5e8f1f2a9432801293f6439e/t/69791fd62abf3d6524b9d36d/1769545686932/Graham+Doddsville+Fall+2025+David+Poppe+GCAM.pdf https://static1.squarespace.com/static/5e8f1f2a9432801293f6439e/t/69791fd62abf3d6524b9d36d/1769545686932/Graham+Doddsville+Fall+2025+David+Poppe+GCAM.pdf"  
[X Link](https://x.com/themattharbaugh/status/2018687494036807748)  2026-02-03T14:06Z [----] followers, [---] engagements


"Michael Mauboussin on the [--] limitations to using depreciation as a proxy for maintenance capex "The two substantial limitations to using depreciation as a proxy for maintenance capital expenditures include inflation and the risk of technological obsolescence.""  
[X Link](https://x.com/themattharbaugh/status/2018853577679090068)  2026-02-04T01:06Z [----] followers, [----] engagements


"Link to article: https://www.morganstanley.com/content/dam/im/assets/publication/thought-leadership/consilient-observer/article_capitalallocation.pdf1770028558871 https://www.morganstanley.com/content/dam/im/assets/publication/thought-leadership/consilient-observer/article_capitalallocation.pdf1770028558871"  
[X Link](https://x.com/themattharbaugh/status/2018868690301714864)  2026-02-04T02:06Z [----] followers, [---] engagements


"Franois Rochon on the [--] levels of risk "In my view an investor's stock portfolio has four distinct levels of risk: portfolio diversification the quality of the companies held the stock market valuations paid and lastly the investor's own behavior.""  
[X Link](https://x.com/themattharbaugh/status/2019199880372146389)  2026-02-05T00:02Z [----] followers, [----] engagements


"Dev Kantesaria on investing in $FICO "The company has long been a steady generator of free cash flow and a great capital allocator.""  
[X Link](https://x.com/themattharbaugh/status/2019397180033728626)  2026-02-05T13:06Z [----] followers, [----] engagements


"Franois Rochon's investment philosophy (Must read)"  
[X Link](https://x.com/themattharbaugh/status/2019578360372871615)  2026-02-06T01:06Z [----] followers, [----] engagements


"Great breakdown on $CSU https://t.co/OtsCKkhm5K https://t.co/OtsCKkhm5K"  
[X Link](https://x.com/themattharbaugh/status/2019838646782726367)  2026-02-06T18:20Z [----] followers, 20.6K engagements


"David Poppe on conviction and concentration "When you have conviction you have to go large. You can't putter around the margins.""  
[X Link](https://x.com/themattharbaugh/status/2019924675787112652)  2026-02-07T00:02Z [----] followers, [----] engagements


"Link to article: https://static1.squarespace.com/static/5e8f1f2a9432801293f6439e/t/69791fd62abf3d6524b9d36d/1769545686932/Graham+Doddsville+Fall+2025+David+Poppe+GCAM.pdf https://static1.squarespace.com/static/5e8f1f2a9432801293f6439e/t/69791fd62abf3d6524b9d36d/1769545686932/Graham+Doddsville+Fall+2025+David+Poppe+GCAM.pdf"  
[X Link](https://x.com/themattharbaugh/status/2019939734596853831)  2026-02-07T01:02Z [----] followers, [---] engagements


"David Poppe on selling "A lot of the time when you own a good business selling is not the right decision. The number one reason to sell is when your thesis is broken and you need to be honest with yourself.""  
[X Link](https://x.com/themattharbaugh/status/2020665521343971415)  2026-02-09T01:06Z [----] followers, [----] engagements


"If you liked this you will love my newsletter I share ideas on quality-focused investing for long-term investors Subscribe for investment write-ups portfolio updates and investment wisdom from the greats https://matthewharbaugh.substack.com https://matthewharbaugh.substack.com"  
[X Link](https://x.com/themattharbaugh/status/2021169910311776412)  2026-02-10T10:30Z [----] followers, [--] engagements


"David Poppe on how to judge management quality "I'm even more focused on capital allocation today than I was [--] years ago. If you allocate capital poorly it doesn't matter how good the business is you're not going to get the right outcome.""  
[X Link](https://x.com/themattharbaugh/status/2021555380338176491)  2026-02-11T12:02Z [----] followers, [----] engagements


"Thanks for reading Follow me @themattharbaugh for more content like this"  
[X Link](https://x.com/themattharbaugh/status/2021683288184705304)  2026-02-11T20:30Z [----] followers, [---] engagements


"Lots of wisdom in Ted Weschlers final letter to Peninsula Capital investors before starting at Berkshire Hathaway"  
[X Link](https://x.com/themattharbaugh/status/2017750321062179119)  2026-02-01T00:02Z [----] followers, 17.8K engagements


"Chris Hohn on the [--] moats he looks for"  
[X Link](https://x.com/themattharbaugh/status/2019743459406430220)  2026-02-06T12:02Z [----] followers, 20.9K engagements


"Best analysis on $ADBE hands down Highly recommend A lot of investors are worried AI will replace Software but. for a lot of Software companies their competitive advantages lie not in the code but in the distribution network effects and the fact that it is embedded in work flows. Take Adobe. Their stock is down 57% A lot of investors are worried AI will replace Software but. for a lot of Software companies their competitive advantages lie not in the code but in the distribution network effects and the fact that it is embedded in work flows. Take Adobe. Their stock is down 57%"  
[X Link](https://x.com/themattharbaugh/status/2020974011744985416)  2026-02-09T21:32Z [----] followers, 21.2K engagements


"3 tenets of Bill Nygren's investment philosophy"  
[X Link](https://x.com/themattharbaugh/status/2021011804839673944)  2026-02-10T00:02Z [----] followers, [----] engagements


"RT @themattharbaugh: Best analysis on $ADBE hands down Highly recommend"  
[X Link](https://x.com/anyuser/status/2021109958889156715)  2026-02-10T06:32Z [----] followers, [--] engagements


"RT @themattharbaugh: [--] tenets of Bill Nygren's investment philosophy"  
[X Link](https://x.com/anyuser/status/2021147682954265007)  2026-02-10T09:02Z [----] followers, [--] engagements


"RT @themattharbaugh: Dev Kantesaria on how AI will affect $FICO $SPGI $MCO "As it relates to displacement of things like FICO consumer cre"  
[X Link](https://x.com/themattharbaugh/status/2021203669707067723)  2026-02-10T12:44Z [----] followers, [--] engagements


"RT @themattharbaugh: Joel Greenblatt on buying great businesses when there is "blood on the table""  
[X Link](https://x.com/themattharbaugh/status/2021245946240053584)  2026-02-10T15:32Z [----] followers, [--] engagements


"Link to article: https://www.morganstanley.com/content/dam/im/assets/publication/thought-leadership/consilient-observer/article_bayesandbaserates_ltr.pdf1770755492410 https://www.morganstanley.com/content/dam/im/assets/publication/thought-leadership/consilient-observer/article_bayesandbaserates_ltr.pdf1770755492410"  
[X Link](https://x.com/anyuser/status/2021336955942834668)  2026-02-10T21:34Z [----] followers, [---] engagements


"RT @themattharbaugh: Babe wake up new Michael Mauboussin paper is out"  
[X Link](https://x.com/themattharbaugh/status/2021457734051209216)  2026-02-11T05:34Z [----] followers, [--] engagements


"RT @themattharbaugh: Dev Kantesaria on the Efficient Market Hypothesis "We're buying into these great businesses because of what I call 'm"  
[X Link](https://x.com/themattharbaugh/status/2021526184048160982)  2026-02-11T10:06Z [----] followers, [--] engagements


"Thanks for reading Follow me @themattharbaugh for more content like this"  
[X Link](https://x.com/themattharbaugh/status/2021592694720487806)  2026-02-11T14:30Z [----] followers, [---] engagements


"RT @themattharbaugh: David Poppe on how to judge management quality "I'm even more focused on capital allocation today than I was [--] years"  
[X Link](https://x.com/anyuser/status/2021691280019923228)  2026-02-11T21:02Z [----] followers, [--] engagements


"Terry Smith buys $EL.PA (EssilorLuxottica) and sells out of $BFB (Brown-Forman)"  
[X Link](https://x.com/themattharbaugh/status/1940087019884941432)  2025-07-01T16:36Z [----] followers, [----] engagements


"$CPNG is down -8% on new data leak news @DrewCohenMoney just did a great video on them Well worth your time https://youtu.be/TM_lhS5nvn8si=-ihxGOEGKptYqAR1 https://youtu.be/TM_lhS5nvn8si=-ihxGOEGKptYqAR1"  
[X Link](https://x.com/themattharbaugh/status/2019464250868052212)  2026-02-05T17:32Z [----] followers, [----] engagements


"Thanks for reading Follow me @themattharbaugh for more content like this"  
[X Link](https://x.com/themattharbaugh/status/2021139700946284748)  2026-02-10T08:30Z [----] followers, [---] engagements


"Joel Greenblatt on buying great businesses when there is "blood on the table""  
[X Link](https://x.com/themattharbaugh/status/2021193002006323369)  2026-02-10T12:02Z [----] followers, [----] engagements


"If you liked this you will love my newsletter I share ideas on quality-focused investing for long-term investors Subscribe for investment write-ups portfolio updates and investment wisdom from the greats https://matthewharbaugh.substack.com https://matthewharbaugh.substack.com"  
[X Link](https://x.com/themattharbaugh/status/2021320932132798837)  2026-02-10T20:30Z [----] followers, [---] engagements


"Dev Kantesaria on the Efficient Market Hypothesis "We're buying into these great businesses because of what I call 'market neglect.' It's sitting there right in front of you and we see something that most others don't.""  
[X Link](https://x.com/themattharbaugh/status/2021390318784966801)  2026-02-11T01:06Z [----] followers, [----] engagements


"Link to article: https://static1.squarespace.com/static/5e8f1f2a9432801293f6439e/t/69791fd62abf3d6524b9d36d/1769545686932/Graham+Doddsville+Fall+2025+David+Poppe+GCAM.pdf https://static1.squarespace.com/static/5e8f1f2a9432801293f6439e/t/69791fd62abf3d6524b9d36d/1769545686932/Graham+Doddsville+Fall+2025+David+Poppe+GCAM.pdf"  
[X Link](https://x.com/themattharbaugh/status/2021570478494622102)  2026-02-11T13:02Z [----] followers, [---] engagements


"RT @DrewCohenMoney: Not gonna lie Perfect timing for a $NOW stock analysis video to drop Releasing in [--] hours (YouTube channel in bi"  
[X Link](https://x.com/themattharbaugh/status/2021706664760500590)  2026-02-11T22:03Z [----] followers, [--] engagements


"Dev Kantesaria on how AI will affect $FICO $SPGI $MCO "As it relates to displacement of things like FICO consumer credit scores Moody's ratings S&P ratings- they're toll collectors. they're stamps of approval.""  
[X Link](https://x.com/themattharbaugh/status/2013945269994328496)  2026-01-21T12:02Z [----] followers, 19.7K engagements


"Great breakdown on $NFLX https://t.co/urBsitcz0z https://t.co/urBsitcz0z"  
[X Link](https://x.com/themattharbaugh/status/2020902542784254119)  2026-02-09T16:48Z [----] followers, [----] engagements


"Babe wake up new Michael Mauboussin paper is out"  
[X Link](https://x.com/themattharbaugh/status/2021321792355197219)  2026-02-10T20:34Z [----] followers, [----] engagements


"Bill Ackman buys $META and sells out of $CMG $HLT and $NKE"  
[X Link](https://x.com/themattharbaugh/status/2021736571217572094)  2026-02-12T00:02Z [----] followers, [----] engagements


"Bill Ackman on $META "We believe Meta's current share price underappreciates the company's long term upside potential from AI and represents a deeply discounted valuation for one of the world's greatest businesses.""  
[X Link](https://x.com/themattharbaugh/status/2021933877430763710)  2026-02-12T13:06Z [----] followers, [----] engagements


"Michael Mauboussin on hit rates "The percentage of stocks that go up in a portfolio does not determine its performance it is the dollar change in the portfolio. A few stocks going up or down dramatically will often have a much greater impact on portfolio performance than the batting average." https://twitter.com/i/web/status/2015032418952986888 https://twitter.com/i/web/status/2015032418952986888"  
[X Link](https://x.com/themattharbaugh/status/2015032418952986888)  2026-01-24T12:02Z [----] followers, [----] engagements


"If you liked this you will love my newsletter I share ideas on quality-focused investing for long-term investors Subscribe for investment write-ups portfolio updates and investment wisdom from the greats https://matthewharbaugh.substack.com https://matthewharbaugh.substack.com"  
[X Link](https://x.com/themattharbaugh/status/2016096499768184928)  2026-01-27T10:30Z [----] followers, [---] engagements


"Anyone own shares in Wise PLC $WISE $WIZEY Just read their 10-K"  
[X Link](https://x.com/themattharbaugh/status/1701750206079877426)  2023-09-13T00:10Z [----] followers, [---] engagements


"@fzp450 Source"  
[X Link](https://x.com/themattharbaugh/status/1801226945557914062)  2024-06-13T12:15Z [----] followers, [--] engagements


"Great article on $TPL Texas Pacific Land's unique and successful business model makes it a must in a long-term growth portfolio Source: Forbes https://search.app/qmdSjWvGdrpDypwEA https://search.app/qmdSjWvGdrpDypwEA"  
[X Link](https://x.com/themattharbaugh/status/1814113234967798033)  2024-07-19T01:41Z [----] followers, [---] 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/1960742194815328717)  2025-08-27T16:32Z [----] followers, [----] engagements


"August Factsheet Top [--] Holdings: [--]. $META [--]. $PAYC [--]. $EVVTY [--]. $GOOGL [--]. $FTNT Added to $ADBE $EVVTY $PAYC $MSCI"  
[X Link](https://x.com/themattharbaugh/status/1962554124093800868)  2025-09-01T16:32Z [----] followers, [----] engagements


"You don't look back you don't rest on your laurels and you don't go to sleep on wins $EVO $EVVTY If I wake up at 3:30am a little bit sweaty and stressed that is a good thing because then Im actually thinking about it. The day I dont where I stop thinking about it I get to the horrible unhappy part of life where you should have quit already. Martin Carlesund (CEO https://t.co/f0mxmT13Ua If I wake up at 3:30am a little bit sweaty and stressed that is a good thing because then Im actually thinking about it. The day I dont where I stop thinking about it I get to the horrible unhappy part of life"  
[X Link](https://x.com/themattharbaugh/status/1963245683722334706)  2025-09-03T14:20Z [----] followers, [----] engagements


"3. Fortinet $FTNT ROIC: 115.7% Fortinet provides cybersecurity for networks and applications Services are: Firewall protection Endpoint security Cloud security Integrated & automated platform (Fabric) As cyberattacks increase more businesses rely on Fortinet"  
[X Link](https://x.com/themattharbaugh/status/1968631731029737872)  2025-09-18T11:02Z [----] followers, [---] engagements


"Best update and coverage on $EVO $EVVTY If you read anything today on $EVO make it this 👇 $EVO $EVVTY 3Q25 Business Update Released 🔷🔷🔷 They reported their first quarter of negative growth ever Asia continues to be a challenge at -10% q/q Is this a thesis changer We break down the quarter and present our updated reverse DCF below 👇 https://t.co/CbSg7mz7rJ $EVO $EVVTY 3Q25 Business Update Released 🔷🔷🔷 They reported their first quarter of negative growth ever Asia continues to be a challenge at -10% q/q Is this a thesis changer We break down the quarter and present our updated reverse"  
[X Link](https://x.com/themattharbaugh/status/1981730562671804544)  2025-10-24T14:32Z [----] followers, [----] engagements


"Terry Smith's [--] reasons why he underperformed the market [--]. Index concentration [--]. Growth of index funds [--]. Dollar weakness Do you agree"  
[X Link](https://x.com/themattharbaugh/status/2010864949682176041)  2026-01-13T00:02Z [----] followers, 27.9K engagements


"@varunv_malhotra @Speedwell_LLC Most detailed write-up and podcast on $CSU They even interviewed a $CSU M&A manager about style drift competition and how AI will affect them. Linked below is the latest 3Q25 update https://www.speedwellmemos.com/p/constellation-software-3q25-updateutm_source=publication-search https://www.speedwellmemos.com/p/constellation-software-3q25-updateutm_source=publication-search"  
[X Link](https://x.com/themattharbaugh/status/2012137285157036334)  2026-01-16T12:18Z [----] followers, [----] engagements


"Babe wake up new Michael Mauboussin paper is out"  
[X Link](https://x.com/themattharbaugh/status/2013992880369512797)  2026-01-21T15:11Z [----] followers, 27.4K engagements


"Link to paper: https://www.morganstanley.com/im/publication/insights/articles/article_whoisontheotherside.pdf1769008178555 https://www.morganstanley.com/im/publication/insights/articles/article_whoisontheotherside.pdf1769008178555"  
[X Link](https://x.com/themattharbaugh/status/2014003238438076445)  2026-01-21T15:52Z [----] followers, [----] engagements


"Michael Mauboussin on the massive outflow of actively-managed funds and into passive index funds "The net inflow into index mutual funds and index ETFs was $3.2 trillion. The net outflow from active mutual funds and active ETFs was $3.2 trillion.""  
[X Link](https://x.com/themattharbaugh/status/2014323748023803966)  2026-01-22T13:06Z [----] followers, [----] engagements


"Joel Greenblatt on how to beat the market (Must read)"  
[X Link](https://x.com/themattharbaugh/status/2016135690719756627)  2026-01-27T13:06Z [----] followers, [----] engagements


"Michael Mauboussin's [--] steps to measuring performance [--]. Security selection [--]. Position sizing [--]. Portfolio activity [--]. Opportunity set"  
[X Link](https://x.com/themattharbaugh/status/2016481965755515010)  2026-01-28T12:02Z [----] followers, [----] engagements


"@lcsobrin26 Here you go: https://www.morganstanley.com/content/dam/im/assets/publication/thought-leadership/consilient-observer/article_returnoninvestedcapital.pdf1763858530006 https://www.morganstanley.com/content/dam/im/assets/publication/thought-leadership/consilient-observer/article_returnoninvestedcapital.pdf1763858530006"  
[X Link](https://x.com/themattharbaugh/status/2016508109703749667)  2026-01-28T13:46Z [----] followers, [--] engagements


"Link to article: https://www.morganstanley.com/im/publication/insights/articles/dispersion-and-alpha-conversion.pdf https://www.morganstanley.com/im/publication/insights/articles/dispersion-and-alpha-conversion.pdf"  
[X Link](https://x.com/themattharbaugh/status/2016589312716840993)  2026-01-28T19:08Z [----] followers, [---] engagements


"Seth Klarman on why it's important to talk to management "We're adamant that you need to talk to them to understand intention.""  
[X Link](https://x.com/themattharbaugh/status/2016663171876954349)  2026-01-29T00:02Z [----] followers, [----] engagements


"Abby and Jim Zimmerman of Lowell Capital have this great framework called "say/do ratio" that is exactly what you said. "We do a deep dive into their track record. What have they done Have they executed on what theyve said theyre going to do They have a very strong say/do ratio. So we want to make sure that they do what they say they can do. And they deliver" - Jim Zimmerman https://twitter.com/i/web/status/2016832724967846106 https://twitter.com/i/web/status/2016832724967846106"  
[X Link](https://x.com/themattharbaugh/status/2016832724967846106)  2026-01-29T11:16Z [----] followers, [--] engagements


"Joel Greenblatt on portfolio management "We hold [--] to [--] securities for a year to 2-5 years. We may only need to find one idea a year.""  
[X Link](https://x.com/themattharbaugh/status/2017041779648807017)  2026-01-30T01:06Z [----] followers, [----] engagements


"Peter Lynch on knowing what you own "The single most important thing to me in the stock market is to know what you own. If you can't explain to a ten-year old in two minutes or less why you own a stock you shouldn't own it.""  
[X Link](https://x.com/themattharbaugh/status/2017387940372996357)  2026-01-31T00:02Z [----] followers, [----] engagements


"TDCX Inc. Snap Judgement $TDCX Operational: 5-Year Median -ROIC: 30.7% -FCF Margin: 15% -Debt/Equity Ratio: [---] Growth: 5-Year CAGR -EPS: 25% -FCF: 52% -Rev: 38.9% Valuation: -FCF Yield: 7% The business has no debt with $2 per share in cash The business has high margins plus the FCF margins have expanded from 10% to 21% Thank you @ihms2012 for bringing this business to my attention What other stocks would you like a Snap Judgement on https://twitter.com/i/web/status/1688861251659591680 https://twitter.com/i/web/status/1688861251659591680"  
[X Link](https://x.com/themattharbaugh/status/1688861251659591680)  2023-08-08T10:34Z [----] followers, [---] engagements


"The portfolio had a great week Top Performers $QYLS +28% $TPL +17% $FTNT +17%"  
[X Link](https://x.com/themattharbaugh/status/1854994325215887622)  2024-11-08T21:08Z [----] followers, [----] engagements


"Back in July Evolution Gaming announced they were buying Galaxy Gaming at $3.20 a share The transaction is to be complete by mid-2025 Shares of Galaxy Gaming are currently at $2.75 Stockholders of Galaxy Gaming already approved the acquisition Easy 16% gain $EVVTY $GLXZ"  
[X Link](https://x.com/themattharbaugh/status/1872388247646830613)  2024-12-26T21:05Z [----] followers, [----] engagements


"What are your thoughts on holding cash One camp says holding cash is a drag on performance. You want all of your dollars to be working for you The other camp says that cash is a call option when there is extreme fear (Rockefeller/Buffett) What's your cash holding strategy"  
[X Link](https://x.com/themattharbaugh/status/1902918224942866701)  2025-03-21T03:00Z [----] followers, [---] engagements


"Giverny Capital sells $LMN and $FIVE and buys [--] new positions: $TWFG $AAON and $BLDR Added to: $ANET $MEDP and $KNSL Trimmed: $KMX and $PRG"  
[X Link](https://x.com/themattharbaugh/status/1917376004193952128)  2025-04-30T00:30Z [----] followers, [----] engagements


"Lindsell Train top [--] holdings as of May [----] $RELX $NTDOY $LSEG $DGE $TKO $INTU $DIS $UMG $ULVR $GOOG $GOOGL"  
[X Link](https://x.com/themattharbaugh/status/1933216842065097155)  2025-06-12T17:36Z [----] followers, [----] engagements


"David Poppe on his investment philosophy "We are looking for above-average earnings growth above-average returns on equity and invested capital proven management teams and business models real moats and businesses we can own for a very long time.""  
[X Link](https://x.com/themattharbaugh/status/2018128823242375174)  2026-02-02T01:06Z [----] followers, [----] engagements


"Link to article: https://static1.squarespace.com/static/5e8f1f2a9432801293f6439e/t/69791fd62abf3d6524b9d36d/1769545686932/Graham+Doddsville+Fall+2025+David+Poppe+GCAM.pdf https://static1.squarespace.com/static/5e8f1f2a9432801293f6439e/t/69791fd62abf3d6524b9d36d/1769545686932/Graham+Doddsville+Fall+2025+David+Poppe+GCAM.pdf"  
[X Link](https://x.com/themattharbaugh/status/2018143915237384502)  2026-02-02T02:06Z [----] followers, [---] engagements


"Which stocks are you currently researching 👇"  
[X Link](https://x.com/themattharbaugh/status/1770488052630094271)  2024-03-20T16:30Z [----] followers, [---] engagements


"Paycom Q3 Update is Out $PAYC Go Check It Out in the link below 👇"  
[X Link](https://x.com/themattharbaugh/status/1851997434106323303)  2024-10-31T14:39Z [----] followers, [---] engagements


"Higher spending by small and medium-sized businesses has benefited HR management firms such as Paychex $PAYX as well as competitors Automatic Data Processing $ADP and Paycom Software $PAYC"  
[X Link](https://x.com/themattharbaugh/status/1871208158883930351)  2024-12-23T14:56Z [----] followers, [---] engagements


"$SPGI ROIC over the past [--] years"  
[X Link](https://x.com/themattharbaugh/status/1875701607796748746)  2025-01-05T00:31Z [----] followers, [----] engagements


"5 stocks worth looking into at current valuations [--]. Evolution Gaming $EVVTY [--]. Paycom Software $PAYC [--]. Adobe $ADBE [--]. MSCI $MSCI [--]. ASML $ASML"  
[X Link](https://x.com/themattharbaugh/status/1877777432326885599)  2025-01-10T18:00Z [----] followers, [----] engagements


"@JustinRTipton Chad Richison in Q124 forfeited his [----] CEO performance award which is why [----] SBC is low SBC is running $24M/quarter for the past [--] quarters https://investors.paycom.com/news/news-details/2024/Paycom-Software-Inc.-Reports-First-Quarter-2024-Results/default.aspx https://investors.paycom.com/news/news-details/2024/Paycom-Software-Inc.-Reports-First-Quarter-2024-Results/default.aspx"  
[X Link](https://x.com/themattharbaugh/status/1893446396436492757)  2025-02-22T23:42Z [----] followers, [---] engagements


"4. Evolution Gaming $EVO $EVVTY ROIC: 31.1% Evolution develops produces markets and licenses live casino games and services to online gaming operators They are a leading provider in the rapidly growing online gambling industry"  
[X Link](https://x.com/themattharbaugh/status/1940019175788802444)  2025-07-01T12:06Z [----] followers, [---] engagements


"5. Paycom Software $PAYC ROIC: 33.5% 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 98% recurring revenues with 90% client retention"  
[X Link](https://x.com/themattharbaugh/status/1940019183233761670)  2025-07-01T12:06Z [----] followers, [---] 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)  2025-07-05T12:06Z [----] followers, [----] engagements


"4. Evolution Gaming $EVO $EVVTY ROIC: 31.1% Evolution develops produces markets and licenses live casino games and services to online gaming operators They are a leading provider in the rapidly growing online gambling industry"  
[X Link](https://x.com/themattharbaugh/status/1950512360269005243)  2025-07-30T11:02Z [----] followers, [---] engagements


"5. Paycom Software $PAYC ROIC: 33.5% 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 98% recurring revenues with 90% client retention"  
[X Link](https://x.com/themattharbaugh/status/1950512367273468024)  2025-07-30T11:02Z [----] followers, [---] engagements


"4. Evolution Gaming $EVO $EVVTY ROIC: 31.1% Evolution develops produces markets and licenses live casino games and services to online gaming operators They are a leading provider in the rapidly growing online gambling industry"  
[X Link](https://x.com/themattharbaugh/status/1968631737614774628)  2025-09-18T11:02Z [----] followers, [---] engagements


"5. Paycom Software $PAYC ROIC: 33.5% 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 98% recurring revenues with 90% client retention"  
[X Link](https://x.com/themattharbaugh/status/1968631745621737565)  2025-09-18T11:02Z [----] followers, [---] engagements


"Aswath Damodaran on implied equity risk premiums "For those who believe that the market is overpriced the obvious comparison is to equity risk premiums since the [----] crisis. For those who are more sanguine about the market the comparison would be to the dot-com boom days when the implied equity risk premium dipped to 2% to conclude that this market is not in a bubble.""  
[X Link](https://x.com/themattharbaugh/status/1983308928139055513)  2025-10-28T23:04Z [----] followers, [----] 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)  2025-01-21T18:00Z [----] followers, [----] engagements


"Bill Ackman on $GOOG $GOOGL "Despite tremendous business momentum Alphabet still trades at around 18x earnings a highly discounted valuation for a business of its quality and growth prospects. As the company executes on its AI potential and margin expansion opportunity to drive rapid earnings growth we expect its share price will increase to better reflect its strong underlying business fundamentals.""  
[X Link](https://x.com/themattharbaugh/status/1929872322871079172)  2025-06-03T12:06Z [----] followers, 138.9K engagements

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