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[@FromValue](/creator/twitter/FromValue)
"Rule Breaker Criteria #3: Strong Past Price Appreciation Rule Breakers often already have a history of strong stock price growth. This indicates that the market recognizes the company's potential. Gardner believes that these winners can continue to win in the long run"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1944034147955355970) 2025-07-12 14:00:33 UTC 111.7K followers, 35.7K engagements
"The Income Statement tells you if the company is actually making money. Revenue = Total sales Expenses = Costs to generate those sales Net Income = Whats left after expenses But heres the trick: profits on paper dont always mean cash in the bank"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1943309388791582746) 2025-07-10 14:00:37 UTC 111.8K followers, XXX engagements
"Heres what to look for on the Balance Sheet: Current Assets: Cash they can access within a year Current Liabilities: Bills due within a year If current liabilities exceed current assets warning bells should ring. The company might struggle to pay its bills"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1943309372496691393) 2025-07-10 14:00:34 UTC 111.8K followers, XXX engagements
"$ASML since 2019: NOPAT +269.4% Stock price: +146.49% That spells a word. It starts with an O (and ends in pportunity😂) Mgmt is buying back shares every day. XXX billion in Q1. How about you 🫵"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1948314510659391836) 2025-07-24 09:29:11 UTC 111.8K followers, 18.2K engagements
"Most investors cant read the X documents that determine every stocks fate. Balance Sheet. Income Statement. Cash Flow Statement. Yet these contain every signal you need to spot winners and avoid disasters. Heres how to read them in XX minutes: 🧵"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1943309320768360777) 2025-07-10 14:00:21 UTC 111.7K followers, 10.8K engagements
"$GOOGL Search +11.7% YoY. 👌🏻 Bears with their bearish takes now"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1948134226194260414) 2025-07-23 21:32:48 UTC 111.8K followers, 9855 engagements
"The beautiful thing about financial statements Theyre prepared using standardized accounting principles (GAAP). Every public company must publish them quarterly. This means you have the same information as professional analysts"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1943309480923648480) 2025-07-10 14:00:59 UTC 111.7K followers, XXX engagements
"3/ The numbers prove the story. The companys gross margin has increased to over 55%. Net profit margin jumped from XX% to 43%. It shows market leverage and operational excellence few can match. 👇"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1949380867811418444) 2025-07-27 08:06:31 UTC 111.8K followers, 1074 engagements
"What's a stock where you don't understand not more people 'see it'"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1857150889775047045) 2024-11-14 19:57:30 UTC 111.7K followers, 20.9K engagements
"Principle #6: Conquering Fear "Fear is the devil's favorite weapon to paralyze action." Fear stops you from buying during dips ("What if it keeps falling") or selling losers ("What if it rebounds"). It's why most investors buy high and sell low"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1946608704251641867) 2025-07-19 16:30:55 UTC 111.7K followers, 1126 engagements
"I can't believe investors overlook sales and distribution as a differentiator. With AI this will become even more important. Everybody will be able to build software. The real winners will be those with the best sales and distribution. $CRWD is an example to study"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1946876402948522166) 2025-07-20 10:14:40 UTC 111.7K followers, 11.5K engagements
"Interesting question. I think the worth will be even more in network $V & $MA security $ADYEY $MA & $V and programmability $ADYEY There could be some margin compression initially but over the long term I don't think the margins will be much lower because of the added services"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1936074523343757400) 2025-06-20 14:51:51 UTC 111.7K followers, XXX engagements
"2/ Numbers tell the story. Over the past decade TSMCs revenue has grown at a compound annual rate of 16%. Zoom in: over the last five years this growth has increased to XX% annually. Thats a huge acceleration. 👇"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1949380369347760627) 2025-07-27 08:04:32 UTC 111.8K followers, 1409 engagements
"The father of growth investing. Thomas Rowe Price Jr. realized companies have life cycles young companies grow faster than old ones. He built a $XXX trillion empire with one strategy also buying $IBM and $XRX early. Thomas Rowe Price's strategy for finding 100-baggers: 🧵"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1947657964598530186) 2025-07-22 14:00:19 UTC 111.7K followers, 22.3K engagements
"Price personally interviewed company management. This was unheard of in the 1930s. While other investors relied on financial statements he talked directly to CEOs. He wanted to understand the business not just the numbers"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1947658056399282526) 2025-07-22 14:00:41 UTC 111.7K followers, XXX engagements
"You can only buy X and you have to hold it for X years. Which one do you pick $MELI $TTD $SHOP $DUOL"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1949060070257422741) 2025-07-26 10:51:47 UTC 111.8K followers, 22.4K engagements
"Don't get me wrong $DDOG remains one of the highest quality SaaS companies I follow. XX% revenue CAGR over X years profitable growth $4.4B cash and expanding into huge adjacent markets. The execution is nearly flawless"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1938236023886221468) 2025-06-26 14:00:53 UTC 111.8K followers, 1566 engagements
"The investment thesis kept getting stronger: Strategic stakes in $AFRM $GLBE More and more customers use $SHOPs payment solutions Adopted stable coins several years ago"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1945213662865875128) 2025-07-15 20:07:32 UTC 111.7K followers, XXX engagements
"Kokai AI adoption is accelerating rapidly. of clients have already adopted it with full rollout expected by end of 2025. This isn't just a new product - it's a platform transformation that should drive both retention and pricing power"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1949145292961653009) 2025-07-26 16:30:25 UTC 111.8K followers, XXX engagements
"@BoscoBosco101 @serotonin_check Yes I have followed it since before the merger. Not convinced"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1949574713006600431) 2025-07-27 20:56:47 UTC 111.7K followers, XX engagements
"@StockMarketNerd How to post about $TSLA without posting about $TSLA. 😁"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1949078711006908770) 2025-07-26 12:05:51 UTC 111.8K followers, 1816 engagements
"The forward PEG shows why patience matters. 2025 PE of 45x with X% EPS growth looks expensive today but looking forward: 2026 PEG: XXXX 2027 PEG: XXXX The valuation becomes quite fair as growth accelerates"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1949145274737438764) 2025-07-26 16:30:21 UTC 111.8K followers, 1028 engagements
"10. Stan Druckenmiller's Duquesne Family office ($2.9 billion). Top 5: $COHR (Coherent laser-based technology manufacturing) $CPNG (South-Korean e-commerce) $VST (Vistra energy and power generation) $NTR (Natera testing and diagnostics) and $MSFT. More See Finchat🔥"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1833125653513728114) 2024-09-09 12:49:48 UTC 111.7K followers, 5228 engagements
"Three $SHOP-native brands had already gone public: $FIGS $BIRD and $OTLY As these brands grow Shopify grows with them. Theyre not just powering e-commerce"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1945213678619648268) 2025-07-15 20:07:35 UTC 111.7K followers, XXX engagements
"Van der Does is an exceptional CEO. Drives a 19-year-old Volvo despite being worth $2+ billion. Executives interview every single hire personally (4000+ employees). $ADYEY refuses all acquisitions to protect company culture"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1936061661603152035) 2025-06-20 14:00:45 UTC 111.8K followers, XXX engagements
"Most investors quit during the tough periods. They sell during crashes and buy during bubbles. Persistence means never stopping your investment plan - especially when markets wobble. Dollar-cost averaging rewards the persistent"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1946608686182576300) 2025-07-19 16:30:51 UTC 111.7K followers, 1159 engagements
"Principle #1: Burning Desire "The starting point of all achievement is desire." Most investors have wishful thinking not burning desire. They want to "make some money" but can't define exactly what they want or why"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1946608556477931671) 2025-07-19 16:30:20 UTC 111.7K followers, 1867 engagements
"1/ Everyones watching Nvidia. But also watch who $NVDA depends on. TSMC $TSM is perhaps the most critical tech company on the planet. That's why it's a 10-bagger over the last decade. Its still misunderstood though. Heres why: 🧵"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1949379878291128545) 2025-07-27 08:02:35 UTC 111.8K followers, 14.7K engagements
"The USA is the country with the most investors. Canada & Australia follow. I'm from Belgium Just X% 😭 And you"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1934318325418561639) 2025-06-15 18:33:21 UTC 111.7K followers, 57.8K engagements
"@eastdakota Take Adyen. Built for enterprises"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1949827845947113628) 2025-07-28 13:42:39 UTC 111.8K followers, 3567 engagements
"4/ As AI shifts from model training to mass inference demand for $TSM's chips is set to explode even more. Not just from $NVDA this time but $AMD $AVGO X $AAPL. They are all begging for more capacity. $TSMs 3nm lines are fully booked through 2026. This further increases pricing power"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1949381364874149976) 2025-07-27 08:08:29 UTC 111.8K followers, 1154 engagements
"1/ Everyones watching Stripe and $PYPL Adyen $ADYEY meanwhile has quietly become the highest-quality fintech business in the world. Heres why it deserves your attention 🧵 + Bonus: my full Adyen Investment case 📖"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1930796152951116043) 2025-06-06 01:17:29 UTC 111.8K followers, 30.4K engagements
"@QualityInvest5 Uhm yes. I bought $NET at $XX XXX years before that huge multiple expansion. Wrote a thread then that it was way too expensive but I would just hold because I am a long-term investor. But not if you only got in at that point of course. 😁"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1948138603437056071) 2025-07-23 21:50:12 UTC 111.8K followers, XXX engagements
"One man turned $XX million into $XX BILLION in XX years. Peter Lynch discovered winners by combining everyday observations with deep analysis. His secret He had developed a framework for investing so powerful it made him billions. His XX rules that identify 100-baggers: 🧵"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1945883784475488473) 2025-07-17 16:30:21 UTC 111.8K followers, 77.9K engagements
"Balance sheet remains fortress-like: $1.7B cash minimal debt $386M in stock buybacks in Q1 alone Management is aggressively returning capital while investing in growth. Best of both worlds"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1949145321663267060) 2025-07-26 16:30:32 UTC 111.8K followers, XXX engagements
"One man turned $1000 into $1000000 TWICE. David Gardner bought $AMZN in 1997 and $NVDA at XX cents in 2005. While most sell for XX% gains he holds for 1000x returns. His X "Rule Breaker" criteria that identify 100-baggers: 🧵"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1944034036412035145) 2025-07-12 14:00:07 UTC 111.8K followers, 773.5K engagements
"In our Slack community we have a channel to share what you added or sold. Every week one of the Multis posts the overview. This is what was bought last week. $NU $TSLA $MELI $ADYEY (Adyen) $LMGIF (Lumine) $TTD $CPRT (Copart) $HESAY (Herms) $UPST $CELH $AMZN $TOITF (Topicus) $CPNG $ANET $AMD $SMCI $GOOGL/ $GOOG $EVVTY (Evolution) $SOFI $NVDA $PAYC $NET $DLO $CAVA $PLTR $ENPH $META $NTDOY (Nintendo) $GLBE"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1762073301659144266) 2024-02-26 11:13:07 UTC 111.8K followers, 16.7K engagements
"Founder-led by visionary CEO Tobi Ltke took the company from startup to $145B+ market cap with 8000+ employees. He owns XX million shares worth $9.3B giving him XX% voting control through dual-class structure. Skin in the game matters"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1945213638874423571) 2025-07-15 20:07:26 UTC 111.8K followers, XXX engagements
"The most dangerous common and overlooked problem in investing: Your own brain kills your returns. It's why XX% of investors buy high sell low and even lose money during 10-year bull markets. Here are the X biases that are deadly for your returns (and howtobeatthem):🧵"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1948382751104836049) 2025-07-24 14:00:21 UTC 111.8K followers, 16.7K engagements
"The retention metrics remain best-in-class. 95%+ customer retention in every quarter for over a decade. When you combine that stickiness with XX% revenue growth and high margins you get a compounding machine"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1949145309554319429) 2025-07-26 16:30:29 UTC 111.8K followers, XXX engagements
"$MELI The stock trades at XXXX times EV/gross profit which is historically low. Since the 2022 crash the stock has continued to trade within a band between X and XXXX times gross profit. To me that looks attractive especially in combination with the XX% revenue growth.🤩"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1947345133818593362) 2025-07-21 17:17:14 UTC 111.8K followers, 42.2K engagements
"This is Thomas Rowe Price Jr. Born in 1898 he revolutionized Wall Street in 1937 by breaking every traditional rule. While others chased commissions he charged annual fees. While others bought "cheap" stocks he found growth. But his biggest insight was simpler"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1947657981362917384) 2025-07-22 14:00:23 UTC 111.7K followers, XXX engagements
"Ive been long $SHOP since $XXXX and made it the first Potential Multibagger at $XXXX in May 2017. In 2025 Shopify supports 2.6M active stores and powers $292B in GMV still only XX% of e-commerce globally. Heres why Shopify still is a massive opportunity: 🧵"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1945213520393724369) 2025-07-15 20:06:58 UTC 111.8K followers, 7413 engagements
"$DDOG is one of my highest conviction positions. I loaded up between Feb and April when the stock looked mispriced. The company crushed it in Q1 with: XX% revenue growth XXX% net retention $4.4B in cash. But I won't be adding to my position. Here's why: 🧵"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1938235885763576214) 2025-06-26 14:00:20 UTC 111.8K followers, 25.7K engagements
"If you invest for the short term armies of brilliant people aided by the most sophisticated computers and algorithms try to beat you. There's no such competition if you want to buy stocks to hold for decades. The one thing you have to battle is your emotions. Also not simple"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1658866294140071937) 2023-05-17 16:05:19 UTC 111.8K followers, 88.2K engagements
"The new Overview Of The Week is out. What you get for F*R*E*E: An interesting YT clip on $GOOGL's AI The market overview Why the market has an XX% chance of being up in XX months. 🔗👇"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1949587586273395137) 2025-07-27 21:47:56 UTC 111.8K followers, 19.2K engagements
"What's particularly encouraging is the turnaround story. Q4 2024 was rough - revenue growth slowed to XX% and missed forecasts ending a 33-quarter streak. But the major restructuring and Kokai AI rollout are already showing results"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1949145227312410746) 2025-07-26 16:30:10 UTC 111.8K followers, 1196 engagements
"$ADBE is down XX% from its highs. Is it a buy hold or a sell now"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1946901517379740113) 2025-07-20 11:54:28 UTC 111.8K followers, 21.5K engagements
"$KNSL Q2 results: Revenue +22% YoY to $470M a beat by 8%. EPS: $XXXX a beat by X% Insurance sales +5% investment gains +29% Impressive XX% efficiency ratio 💪 ROE: XX% Another strong quarter although the market may focus on the lower insurance sales"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1948490450186502578) 2025-07-24 21:08:19 UTC 111.8K followers, 14.2K engagements
"Ozzy Hulk Hogan Icons are falling fast. 😢 RIP"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1948417172222410819) 2025-07-24 16:17:08 UTC 111.8K followers, 6767 engagements
"First let me acknowledge what happened since my last analysis. $TTD has bounced back hard from where I pounded the table multiple times here and on my Substack. But the Q1 2025 results show why the recovery was justified - and why there's still upside ahead"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1949145214880481342) 2025-07-26 16:30:07 UTC 111.8K followers, 1572 engagements
"$TSM's top XX customers. X. Apple $AAPL X. Nvidia $NVDA X. Broadcom $AVGO X. Qualcom $QCOM X. AMD $AMD X. Mediatek X. Intel $INTC X. Sony $SONY X. Marvell $MRVL XX. Amazon $AMZN"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1936315397021810822) 2025-06-21 06:49:00 UTC 111.8K followers, 21K engagements
"$TTD crashed XX% from its highs but has recovered significantly since my last analysis. In March and April I called it severely undervalued. Now it's up 65%-75% since then. But that doesn't mean there can't be more upside. Here's my updated thesis: 🧵"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1949145198140981369) 2025-07-26 16:30:03 UTC 111.8K followers, 40.6K engagements
"The financials now still look amazing: XX% revenue growth XX% gross margins Profitable $5.5B in cash only $1B debt No single customer X% of revenue"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1945213623300972684) 2025-07-15 20:07:22 UTC 111.8K followers, XXX engagements
"His definition of a growth stock: "Shares in business enterprises which have demonstrated favorable underlying long-term growth in earnings and which give indications of continued secular growth in the future." Not rocket science but revolutionary for its time"
 [@FromValue](/creator/x/FromValue) on [X](/post/tweet/1947658043635994887) 2025-07-22 14:00:37 UTC 111.7K followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@FromValue
"Rule Breaker Criteria #3: Strong Past Price Appreciation Rule Breakers often already have a history of strong stock price growth. This indicates that the market recognizes the company's potential. Gardner believes that these winners can continue to win in the long run"
@FromValue on X 2025-07-12 14:00:33 UTC 111.7K followers, 35.7K engagements
"The Income Statement tells you if the company is actually making money. Revenue = Total sales Expenses = Costs to generate those sales Net Income = Whats left after expenses But heres the trick: profits on paper dont always mean cash in the bank" @FromValue on X 2025-07-10 14:00:37 UTC 111.8K followers, XXX engagements
"Heres what to look for on the Balance Sheet: Current Assets: Cash they can access within a year Current Liabilities: Bills due within a year If current liabilities exceed current assets warning bells should ring. The company might struggle to pay its bills" @FromValue on X 2025-07-10 14:00:34 UTC 111.8K followers, XXX engagements
"$ASML since 2019: NOPAT +269.4% Stock price: +146.49% That spells a word. It starts with an O (and ends in pportunity😂) Mgmt is buying back shares every day. XXX billion in Q1. How about you 🫵" @FromValue on X 2025-07-24 09:29:11 UTC 111.8K followers, 18.2K engagements
"Most investors cant read the X documents that determine every stocks fate. Balance Sheet. Income Statement. Cash Flow Statement. Yet these contain every signal you need to spot winners and avoid disasters. Heres how to read them in XX minutes: 🧵" @FromValue on X 2025-07-10 14:00:21 UTC 111.7K followers, 10.8K engagements
"$GOOGL Search +11.7% YoY. 👌🏻 Bears with their bearish takes now" @FromValue on X 2025-07-23 21:32:48 UTC 111.8K followers, 9855 engagements
"The beautiful thing about financial statements Theyre prepared using standardized accounting principles (GAAP). Every public company must publish them quarterly. This means you have the same information as professional analysts" @FromValue on X 2025-07-10 14:00:59 UTC 111.7K followers, XXX engagements
"3/ The numbers prove the story. The companys gross margin has increased to over 55%. Net profit margin jumped from XX% to 43%. It shows market leverage and operational excellence few can match. 👇" @FromValue on X 2025-07-27 08:06:31 UTC 111.8K followers, 1074 engagements
"What's a stock where you don't understand not more people 'see it'" @FromValue on X 2024-11-14 19:57:30 UTC 111.7K followers, 20.9K engagements
"Principle #6: Conquering Fear "Fear is the devil's favorite weapon to paralyze action." Fear stops you from buying during dips ("What if it keeps falling") or selling losers ("What if it rebounds"). It's why most investors buy high and sell low" @FromValue on X 2025-07-19 16:30:55 UTC 111.7K followers, 1126 engagements
"I can't believe investors overlook sales and distribution as a differentiator. With AI this will become even more important. Everybody will be able to build software. The real winners will be those with the best sales and distribution. $CRWD is an example to study" @FromValue on X 2025-07-20 10:14:40 UTC 111.7K followers, 11.5K engagements
"Interesting question. I think the worth will be even more in network $V & $MA security $ADYEY $MA & $V and programmability $ADYEY There could be some margin compression initially but over the long term I don't think the margins will be much lower because of the added services" @FromValue on X 2025-06-20 14:51:51 UTC 111.7K followers, XXX engagements
"2/ Numbers tell the story. Over the past decade TSMCs revenue has grown at a compound annual rate of 16%. Zoom in: over the last five years this growth has increased to XX% annually. Thats a huge acceleration. 👇" @FromValue on X 2025-07-27 08:04:32 UTC 111.8K followers, 1409 engagements
"The father of growth investing. Thomas Rowe Price Jr. realized companies have life cycles young companies grow faster than old ones. He built a $XXX trillion empire with one strategy also buying $IBM and $XRX early. Thomas Rowe Price's strategy for finding 100-baggers: 🧵" @FromValue on X 2025-07-22 14:00:19 UTC 111.7K followers, 22.3K engagements
"Price personally interviewed company management. This was unheard of in the 1930s. While other investors relied on financial statements he talked directly to CEOs. He wanted to understand the business not just the numbers" @FromValue on X 2025-07-22 14:00:41 UTC 111.7K followers, XXX engagements
"You can only buy X and you have to hold it for X years. Which one do you pick $MELI $TTD $SHOP $DUOL" @FromValue on X 2025-07-26 10:51:47 UTC 111.8K followers, 22.4K engagements
"Don't get me wrong $DDOG remains one of the highest quality SaaS companies I follow. XX% revenue CAGR over X years profitable growth $4.4B cash and expanding into huge adjacent markets. The execution is nearly flawless" @FromValue on X 2025-06-26 14:00:53 UTC 111.8K followers, 1566 engagements
"The investment thesis kept getting stronger: Strategic stakes in $AFRM $GLBE More and more customers use $SHOPs payment solutions Adopted stable coins several years ago" @FromValue on X 2025-07-15 20:07:32 UTC 111.7K followers, XXX engagements
"Kokai AI adoption is accelerating rapidly. of clients have already adopted it with full rollout expected by end of 2025. This isn't just a new product - it's a platform transformation that should drive both retention and pricing power" @FromValue on X 2025-07-26 16:30:25 UTC 111.8K followers, XXX engagements
"@BoscoBosco101 @serotonin_check Yes I have followed it since before the merger. Not convinced" @FromValue on X 2025-07-27 20:56:47 UTC 111.7K followers, XX engagements
"@StockMarketNerd How to post about $TSLA without posting about $TSLA. 😁" @FromValue on X 2025-07-26 12:05:51 UTC 111.8K followers, 1816 engagements
"The forward PEG shows why patience matters. 2025 PE of 45x with X% EPS growth looks expensive today but looking forward: 2026 PEG: XXXX 2027 PEG: XXXX The valuation becomes quite fair as growth accelerates" @FromValue on X 2025-07-26 16:30:21 UTC 111.8K followers, 1028 engagements
"10. Stan Druckenmiller's Duquesne Family office ($2.9 billion). Top 5: $COHR (Coherent laser-based technology manufacturing) $CPNG (South-Korean e-commerce) $VST (Vistra energy and power generation) $NTR (Natera testing and diagnostics) and $MSFT. More See Finchat🔥" @FromValue on X 2024-09-09 12:49:48 UTC 111.7K followers, 5228 engagements
"Three $SHOP-native brands had already gone public: $FIGS $BIRD and $OTLY As these brands grow Shopify grows with them. Theyre not just powering e-commerce" @FromValue on X 2025-07-15 20:07:35 UTC 111.7K followers, XXX engagements
"Van der Does is an exceptional CEO. Drives a 19-year-old Volvo despite being worth $2+ billion. Executives interview every single hire personally (4000+ employees). $ADYEY refuses all acquisitions to protect company culture" @FromValue on X 2025-06-20 14:00:45 UTC 111.8K followers, XXX engagements
"Most investors quit during the tough periods. They sell during crashes and buy during bubbles. Persistence means never stopping your investment plan - especially when markets wobble. Dollar-cost averaging rewards the persistent" @FromValue on X 2025-07-19 16:30:51 UTC 111.7K followers, 1159 engagements
"Principle #1: Burning Desire "The starting point of all achievement is desire." Most investors have wishful thinking not burning desire. They want to "make some money" but can't define exactly what they want or why" @FromValue on X 2025-07-19 16:30:20 UTC 111.7K followers, 1867 engagements
"1/ Everyones watching Nvidia. But also watch who $NVDA depends on. TSMC $TSM is perhaps the most critical tech company on the planet. That's why it's a 10-bagger over the last decade. Its still misunderstood though. Heres why: 🧵" @FromValue on X 2025-07-27 08:02:35 UTC 111.8K followers, 14.7K engagements
"The USA is the country with the most investors. Canada & Australia follow. I'm from Belgium Just X% 😭 And you" @FromValue on X 2025-06-15 18:33:21 UTC 111.7K followers, 57.8K engagements
"@eastdakota Take Adyen. Built for enterprises" @FromValue on X 2025-07-28 13:42:39 UTC 111.8K followers, 3567 engagements
"4/ As AI shifts from model training to mass inference demand for $TSM's chips is set to explode even more. Not just from $NVDA this time but $AMD $AVGO X $AAPL. They are all begging for more capacity. $TSMs 3nm lines are fully booked through 2026. This further increases pricing power" @FromValue on X 2025-07-27 08:08:29 UTC 111.8K followers, 1154 engagements
"1/ Everyones watching Stripe and $PYPL Adyen $ADYEY meanwhile has quietly become the highest-quality fintech business in the world. Heres why it deserves your attention 🧵 + Bonus: my full Adyen Investment case 📖" @FromValue on X 2025-06-06 01:17:29 UTC 111.8K followers, 30.4K engagements
"@QualityInvest5 Uhm yes. I bought $NET at $XX XXX years before that huge multiple expansion. Wrote a thread then that it was way too expensive but I would just hold because I am a long-term investor. But not if you only got in at that point of course. 😁" @FromValue on X 2025-07-23 21:50:12 UTC 111.8K followers, XXX engagements
"One man turned $XX million into $XX BILLION in XX years. Peter Lynch discovered winners by combining everyday observations with deep analysis. His secret He had developed a framework for investing so powerful it made him billions. His XX rules that identify 100-baggers: 🧵" @FromValue on X 2025-07-17 16:30:21 UTC 111.8K followers, 77.9K engagements
"Balance sheet remains fortress-like: $1.7B cash minimal debt $386M in stock buybacks in Q1 alone Management is aggressively returning capital while investing in growth. Best of both worlds" @FromValue on X 2025-07-26 16:30:32 UTC 111.8K followers, XXX engagements
"One man turned $1000 into $1000000 TWICE. David Gardner bought $AMZN in 1997 and $NVDA at XX cents in 2005. While most sell for XX% gains he holds for 1000x returns. His X "Rule Breaker" criteria that identify 100-baggers: 🧵" @FromValue on X 2025-07-12 14:00:07 UTC 111.8K followers, 773.5K engagements
"In our Slack community we have a channel to share what you added or sold. Every week one of the Multis posts the overview. This is what was bought last week. $NU $TSLA $MELI $ADYEY (Adyen) $LMGIF (Lumine) $TTD $CPRT (Copart) $HESAY (Herms) $UPST $CELH $AMZN $TOITF (Topicus) $CPNG $ANET $AMD $SMCI $GOOGL/ $GOOG $EVVTY (Evolution) $SOFI $NVDA $PAYC $NET $DLO $CAVA $PLTR $ENPH $META $NTDOY (Nintendo) $GLBE" @FromValue on X 2024-02-26 11:13:07 UTC 111.8K followers, 16.7K engagements
"Founder-led by visionary CEO Tobi Ltke took the company from startup to $145B+ market cap with 8000+ employees. He owns XX million shares worth $9.3B giving him XX% voting control through dual-class structure. Skin in the game matters" @FromValue on X 2025-07-15 20:07:26 UTC 111.8K followers, XXX engagements
"The most dangerous common and overlooked problem in investing: Your own brain kills your returns. It's why XX% of investors buy high sell low and even lose money during 10-year bull markets. Here are the X biases that are deadly for your returns (and howtobeatthem):🧵" @FromValue on X 2025-07-24 14:00:21 UTC 111.8K followers, 16.7K engagements
"The retention metrics remain best-in-class. 95%+ customer retention in every quarter for over a decade. When you combine that stickiness with XX% revenue growth and high margins you get a compounding machine" @FromValue on X 2025-07-26 16:30:29 UTC 111.8K followers, XXX engagements
"$MELI The stock trades at XXXX times EV/gross profit which is historically low. Since the 2022 crash the stock has continued to trade within a band between X and XXXX times gross profit. To me that looks attractive especially in combination with the XX% revenue growth.🤩" @FromValue on X 2025-07-21 17:17:14 UTC 111.8K followers, 42.2K engagements
"This is Thomas Rowe Price Jr. Born in 1898 he revolutionized Wall Street in 1937 by breaking every traditional rule. While others chased commissions he charged annual fees. While others bought "cheap" stocks he found growth. But his biggest insight was simpler" @FromValue on X 2025-07-22 14:00:23 UTC 111.7K followers, XXX engagements
"Ive been long $SHOP since $XXXX and made it the first Potential Multibagger at $XXXX in May 2017. In 2025 Shopify supports 2.6M active stores and powers $292B in GMV still only XX% of e-commerce globally. Heres why Shopify still is a massive opportunity: 🧵" @FromValue on X 2025-07-15 20:06:58 UTC 111.8K followers, 7413 engagements
"$DDOG is one of my highest conviction positions. I loaded up between Feb and April when the stock looked mispriced. The company crushed it in Q1 with: XX% revenue growth XXX% net retention $4.4B in cash. But I won't be adding to my position. Here's why: 🧵" @FromValue on X 2025-06-26 14:00:20 UTC 111.8K followers, 25.7K engagements
"If you invest for the short term armies of brilliant people aided by the most sophisticated computers and algorithms try to beat you. There's no such competition if you want to buy stocks to hold for decades. The one thing you have to battle is your emotions. Also not simple" @FromValue on X 2023-05-17 16:05:19 UTC 111.8K followers, 88.2K engagements
"The new Overview Of The Week is out. What you get for FRE*E: An interesting YT clip on $GOOGL's AI The market overview Why the market has an XX% chance of being up in XX months. 🔗👇" @FromValue on X 2025-07-27 21:47:56 UTC 111.8K followers, 19.2K engagements
"What's particularly encouraging is the turnaround story. Q4 2024 was rough - revenue growth slowed to XX% and missed forecasts ending a 33-quarter streak. But the major restructuring and Kokai AI rollout are already showing results" @FromValue on X 2025-07-26 16:30:10 UTC 111.8K followers, 1196 engagements
"$ADBE is down XX% from its highs. Is it a buy hold or a sell now" @FromValue on X 2025-07-20 11:54:28 UTC 111.8K followers, 21.5K engagements
"$KNSL Q2 results: Revenue +22% YoY to $470M a beat by 8%. EPS: $XXXX a beat by X% Insurance sales +5% investment gains +29% Impressive XX% efficiency ratio 💪 ROE: XX% Another strong quarter although the market may focus on the lower insurance sales" @FromValue on X 2025-07-24 21:08:19 UTC 111.8K followers, 14.2K engagements
"Ozzy Hulk Hogan Icons are falling fast. 😢 RIP" @FromValue on X 2025-07-24 16:17:08 UTC 111.8K followers, 6767 engagements
"First let me acknowledge what happened since my last analysis. $TTD has bounced back hard from where I pounded the table multiple times here and on my Substack. But the Q1 2025 results show why the recovery was justified - and why there's still upside ahead" @FromValue on X 2025-07-26 16:30:07 UTC 111.8K followers, 1572 engagements
"$TSM's top XX customers. X. Apple $AAPL X. Nvidia $NVDA X. Broadcom $AVGO X. Qualcom $QCOM X. AMD $AMD X. Mediatek X. Intel $INTC X. Sony $SONY X. Marvell $MRVL XX. Amazon $AMZN" @FromValue on X 2025-06-21 06:49:00 UTC 111.8K followers, 21K engagements
"$TTD crashed XX% from its highs but has recovered significantly since my last analysis. In March and April I called it severely undervalued. Now it's up 65%-75% since then. But that doesn't mean there can't be more upside. Here's my updated thesis: 🧵" @FromValue on X 2025-07-26 16:30:03 UTC 111.8K followers, 40.6K engagements
"The financials now still look amazing: XX% revenue growth XX% gross margins Profitable $5.5B in cash only $1B debt No single customer X% of revenue" @FromValue on X 2025-07-15 20:07:22 UTC 111.8K followers, XXX engagements
"His definition of a growth stock: "Shares in business enterprises which have demonstrated favorable underlying long-term growth in earnings and which give indications of continued secular growth in the future." Not rocket science but revolutionary for its time" @FromValue on X 2025-07-22 14:00:37 UTC 111.7K followers, XXX engagements