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[@jonnagap](/creator/twitter/jonnagap)
"@QualityInvest5 Its just lazy for people to dismiss $SPGI as AI road kill. But I am glad they did. Got a chance to add to it and $MCO"  
[X Link](https://x.com/jonnagap/status/1978248552896659774) [@jonnagap](/creator/x/jonnagap) 2025-10-14T23:56Z XXX followers, XXX engagements


"These are not upgrades. These are analysts scrambling to follow price action and save their jobs I feel like I should make a list of all the analysts who downgraded $UNH in the 200s and block them forever. Literally every single bad scenario possible including fraud was priced in at those levels"  
[X Link](https://x.com/jonnagap/status/1979616066390167594) [@jonnagap](/creator/x/jonnagap) 2025-10-18T18:30Z XXX followers, XXX engagements


"@DimitryNakhla @Abel_Invests I think $HEI is a superior business to $TDG in every way. And hence the discrepancy in the valuation"  
[X Link](https://x.com/jonnagap/status/1979616598861508847) [@jonnagap](/creator/x/jonnagap) 2025-10-18T18:32Z XXX followers, XXX engagements


"@3Plantey2 @PronkDaniel No they are not. TOI is exclusively in the European market where there is much lesser competition for deals (from PE firms etc). Also its much easier to grow from their smaller base and there is no leadership uncertainty/crisis to deal with"  
[X Link](https://x.com/jonnagap/status/1980752032815272167) [@jonnagap](/creator/x/jonnagap) 2025-10-21T21:44Z XXX followers, XXX engagements


"@SayNoToTrading Any interest in buying the dip in $MMC today Or you still prefer $BRO and feel its the one to hold My only interest in $MMC is because of its XX% international footprint"  
[X Link](https://x.com/jonnagap/status/1978909399700664537) [@jonnagap](/creator/x/jonnagap) 2025-10-16T19:42Z XXX followers, XXX engagements


"What a gift it was in the 420s The only real and proven robotics monopoly in the planet. Add to it a network effect with trained physicians and high switching costs. Cant believe people can be bullish on AI/ robotics and pass on $ISRG at those historical low valuations All because of tariff fears The market gives you these gifts only once a while"  
[X Link](https://x.com/jonnagap/status/1980732570246500384) [@jonnagap](/creator/x/jonnagap) 2025-10-21T20:26Z XXX followers, XXX engagements


"@SayNoToTrading I figured My only buys for the days were $MMC $BRO and $PGR. I am hoping $CTAS gets into the 170s 🤞 Are you liking $KKR and $APO at these levels I havent seen you post much about those names"  
[X Link](https://x.com/jonnagap/status/1978916441454743678) [@jonnagap](/creator/x/jonnagap) 2025-10-16T20:10Z XXX followers, XXX engagements


"@TheLAPurchaser Great points. They are truly a class apart. $ISRG and $BSX are my only exposures to the space and it will probably remain that way. I think they easily both outperform the S&P over the next 3-5 year time frame"  
[X Link](https://x.com/jonnagap/status/1980964701359264136) [@jonnagap](/creator/x/jonnagap) 2025-10-22T11:49Z XXX followers, XXX engagements


"I agree. $ISRG certainly wasnt an easy buy. And neither was $RACE last week in the 370s. Especially given the current market state and what may lie ahead. But my biggest reason to pull the trigger on $ISRG was the switching costs. There has been a decade long flywheel of physician training and related data that becomes very hard to ignore for a hospital. Plus the reputational risk of switching to the number X in the game is just not worth it for something this high stakes. But one has to look back and see how rare these opportunities are and also size the position aggressively. Personally I"  
[X Link](https://x.com/jonnagap/status/1980968779136860607) [@jonnagap](/creator/x/jonnagap) 2025-10-22T12:05Z XXX followers, XXX engagements