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[@PronkDaniel](/creator/twitter/PronkDaniel)
"$TOI.V is now trading for 22.6X FCF generation + ownership. I think this is a very compelling price for a world-class company with great management that's also growing 20%+"  
[X Link](https://x.com/PronkDaniel/status/1975955189371977973) [@PronkDaniel](/creator/x/PronkDaniel) 2025-10-08T16:03Z 13.9K followers, 22.9K engagements


"@bjmtweets $MELI is an absolute beast"  
[X Link](https://x.com/PronkDaniel/status/1981039867896483870) [@PronkDaniel](/creator/x/PronkDaniel) 2025-10-22T16:48Z 13.9K followers, XXX engagements


"@ErnestWongBWM If this is the case then is $NFLX worth 1000X earnings as long as viewership is growing If profits are completely irrelevant then what becomes your basis of valuation And why not just buy it at an infinitely high price then"  
[X Link](https://x.com/PronkDaniel/status/1981091655651643692) [@PronkDaniel](/creator/x/PronkDaniel) 2025-10-22T20:13Z 13.9K followers, XXX engagements


"If power truly becomes the bottleneck for AI development then $BN is one of the best-positioned companies in the world to benefit"  
[X Link](https://x.com/PronkDaniel/status/1976703422192926971) [@PronkDaniel](/creator/x/PronkDaniel) 2025-10-10T17:36Z 13.9K followers, 23.7K engagements


"To put this another way: If $MELI falls another XX% and its Q3 estimates are met then it'll be selling for an all time low P/S"  
[X Link](https://x.com/PronkDaniel/status/1979577434124308606) [@PronkDaniel](/creator/x/PronkDaniel) 2025-10-18T15:56Z 13.9K followers, 2886 engagements


"@bjmtweets As much as I like $BN & $MELI they're at the sizes I'm comfortable in terms of % allocation. I've worked my ass off for too many years to bet the future of my family on a couple stocks. I can't start over so some level of diversification is needed for my risk tolerance"  
[X Link](https://x.com/PronkDaniel/status/1981770894226964649) [@PronkDaniel](/creator/x/PronkDaniel) 2025-10-24T17:12Z 13.9K followers, XXX engagements


"🧵 X Stocks Looking Cheap - January 2025: X. $HIMS - XX% YoY revenue growth accelerating to XX% in Q4 - 2M+ subscribers XX% YoY growth - XX% market share in US telehealth - Trading at 18x FCF despite 70%+ growth (Last Q annualized) - Strong marketing ROI with 1yr payback"  
[X Link](https://x.com/PronkDaniel/status/1878702551031570621) [@PronkDaniel](/creator/x/PronkDaniel) 2025-01-13T07:16Z 13.9K followers, 99.1K engagements


"Typically when people start quoting the low 5-yr returns on $AMZN it's a good time to get interested. Past returns are not an indicator of current value or future returns. $AMZN was overvalued in 2020/21. The business needed to catch up and it has"  
[X Link](https://x.com/PronkDaniel/status/1978119704632766753) [@PronkDaniel](/creator/x/PronkDaniel) 2025-10-14T15:24Z 13.9K followers, 37.9K engagements


"Well said. Long $MELI"  
[X Link](https://x.com/PronkDaniel/status/1978892597532746171) [@PronkDaniel](/creator/x/PronkDaniel) 2025-10-16T18:35Z 13.9K followers, 18.9K engagements


"Analysts are expecting $7.2B of revenue for $MELI Q3. This would put it at a XXX P/S multiple once reported. That's the lowest multiple since the pit of the 2008 financial crisis which was XXX and MELI's all time low. I don't love the P/S ratio but that's pretty wild"  
[X Link](https://x.com/PronkDaniel/status/1979576763295682952) [@PronkDaniel](/creator/x/PronkDaniel) 2025-10-18T15:54Z 13.9K followers, 13.1K engagements


"$CSU.TO is trading for 18X 2026 FCF estimates. It's one of the most impressive compounders I've ever seen with a fantastic management team. It's finally looking interesting again"  
[X Link](https://x.com/PronkDaniel/status/1980729258105512130) [@PronkDaniel](/creator/x/PronkDaniel) 2025-10-21T20:13Z 13.9K followers, 26.9K engagements


"@QualityInvest5 Same with $BN. 100+ P/E. Terribly expensive stock 😉"  
[X Link](https://x.com/PronkDaniel/status/1980757489395331103) [@PronkDaniel](/creator/x/PronkDaniel) 2025-10-21T22:06Z 13.9K followers, 1555 engagements


"$NFLX had a great report. But when a stock trades for 50X cash flows it can still fall despite good numbers. It's really that simple"  
[X Link](https://x.com/PronkDaniel/status/1981026589765685589) [@PronkDaniel](/creator/x/PronkDaniel) 2025-10-22T15:55Z 13.9K followers, 13.6K engagements


"My buying history on $CSU.TO. It's nice to be adding to this one again"  
[X Link](https://x.com/PronkDaniel/status/1981054130656596294) [@PronkDaniel](/creator/x/PronkDaniel) 2025-10-22T17:44Z 13.9K followers, 15K engagements


"I own stocks where every time I read and learn more about them I feel like I don't own enough. It's a very good feeling. $MELI / $BN / $CSU.TO / $TEA.AX are some examples"  
[X Link](https://x.com/PronkDaniel/status/1981749080335474995) [@PronkDaniel](/creator/x/PronkDaniel) 2025-10-24T15:46Z 13.9K followers, 17K engagements


"Speculation. I've lost quite a bit on speculating early in my investing journey. I've since learned that you can identify speculation by how much of your investment thesis is based on future events working out. I now buy high quality businesses at reasonable prices that don't reflect too much future growth. That's been a huge shift in my strategy and returns"  
[X Link](https://x.com/PronkDaniel/status/1981784618392334578) [@PronkDaniel](/creator/x/PronkDaniel) 2025-10-24T18:07Z 13.9K followers, XXX engagements


"I think there's a good chance $FOUR outperforms from here. It looks pretty dang cheap if they can hit their targets. - $1B in FCF expected for 2028 - $6.8B market cap today - Growing 20%+"  
[X Link](https://x.com/PronkDaniel/status/1981792269155152005) [@PronkDaniel](/creator/x/PronkDaniel) 2025-10-24T18:37Z 13.9K followers, 11.7K engagements