[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.] [@dcurras1](/creator/twitter/dcurras1) "$DHR Hard not to lose patience here. particularly if you are an investor in the industry since the Covid bubble. (Not my case)"  [@dcurras1](/creator/x/dcurras1) on [X](/post/tweet/1946237437522382950) 2025-07-18 15:55:39 UTC XXX followers, 1187 engagements "$GOOG Higher CapEx - lower FCF OpenAI and co. pushing Big Tech hard to keep up with the AI investment craze. Good for the usual suspects since 2021-2022 $NVDA $TSM $ANET et al"  [@dcurras1](/creator/x/dcurras1) on [X](/post/tweet/1948116092355846173) 2025-07-23 20:20:45 UTC XXX followers, XXX engagements "@InvestInJapan Thoughts on Rakus at these levels Looks deeply embedded in customer workflows with a large underpenetrated regional TAM. Valuation seems attractive (6.7x fwd sales 30x FCF) vs historical multiples with XX% top & bottom-line growth"  [@dcurras1](/creator/x/dcurras1) on [X](/post/tweet/1947585974239687007) 2025-07-22 09:14:15 UTC XXX followers, XXX engagements "Wrote about this and other J. Bezos anectodes in a Deep Dive on $AMZN I published earlier this year. Here is the link:"  [@dcurras1](/creator/x/dcurras1) on [X](/post/tweet/1948481840391881073) 2025-07-24 20:34:06 UTC XXX followers, XX engagements "Just realized I published my 10th Deep Dive Brief on Heico recently. Time flies. Most of them are open to read. Here's the list: Cloudflare $NET Parsons $PSN MPS $MPWR Medpace $MEDP Arista $ANET Amazon $AMZN ASML $ASML Topicus $TOI.V Lumine $LMN.V HEICO $HEI"  [@dcurras1](/creator/x/dcurras1) on [X](/post/tweet/1941564514383822858) 2025-07-05 18:27:07 UTC XXX followers, 2509 engagements "Into the shit 🕳: $DHR $TMO $RGEN $WST and co. Market want to see reaccelerated growth and higher profitability again. No more postponing. Will see. Last time I checked exec comments were more optimistic than cautious. Market still not believing though"  [@dcurras1](/creator/x/dcurras1) on [X](/post/tweet/1946283877724516753) 2025-07-18 19:00:11 UTC XXX followers, XXX engagements "$DHR The returns on investment here have been abysmal over the last 2y 3y 5y. Should/could eventually pay off (). The opportunity cost has been real"  [@dcurras1](/creator/x/dcurras1) on [X](/post/tweet/1947057345990652026) 2025-07-20 22:13:40 UTC XXX followers, XXX engagements "GCP or the new Enterprise AI cloud 👀 Watch out $AMZN & $MSFT $GOOG 's not about small-mid cap sizzy businesses anymore"  [@dcurras1](/creator/x/dcurras1) on [X](/post/tweet/1948472566664102315) 2025-07-24 19:57:15 UTC XXX followers, XXX engagements "Alt managers (thinking $BN EQT AB $APO etc.) look so tempting but hard to get a grip on as an investment"  [@dcurras1](/creator/x/dcurras1) on [X](/post/tweet/1940117164461031689) 2025-07-01 18:35:52 UTC XXX followers, XXX engagements "@KairosPraxis @RedshirtInsight @BerkelKip I do. The Mendelson family $HEI"  [@dcurras1](/creator/x/dcurras1) on [X](/post/tweet/1945812948955349008) 2025-07-17 11:48:53 UTC XXX followers, XXX engagements "The good old Bezos mindset: "Always Day One" He used the concept of "Day 1" to emphasize the need for $AMZN to constantly innovate and adapt acting as if every day is the company's first avoiding the stagnation and decline associated with "Day 2""  [@dcurras1](/creator/x/dcurras1) on [X](/post/tweet/1948481135711011134) 2025-07-24 20:31:18 UTC XXX followers, XX engagements "$MA $V The Impact of Stablecoins on the Payment Networks. Both a major threat and a significant opportunity"  [@dcurras1](/creator/x/dcurras1) on [X](/post/tweet/1945605905749324054) 2025-07-16 22:06:10 UTC XXX followers, XXX engagements "@Ikkenospes Have to agree with you on this one. When you compare it to Lifco's or the Bergman & Beving spin-offs family's management you understand the difference"  [@dcurras1](/creator/x/dcurras1) on [X](/post/tweet/1925157916014723239) 2025-05-21 11:53:09 UTC XXX followers, XXX engagements "$SPGI $MCO The Impact of Stablecoins on the Debt Ratings Business. Net positive and with potential to create new markets"  [@dcurras1](/creator/x/dcurras1) on [X](/post/tweet/1945604055830540592) 2025-07-16 21:58:49 UTC XXX followers, XXX engagements "So many healthcare ideas (ex. Pharma) across the board but not enough conviction so far. $MEDP $WST $LONN $DIM $TMO $ENSG etc. $ISRG $BSX (good but crazy expensive) $IDXX (maybe 👀) $DHR (only long mainly due to DBS + mgmt ) Covid bubble did not help. Theses are welcomed"  [@dcurras1](/creator/x/dcurras1) on [X](/post/tweet/1939004768422133956) 2025-06-28 16:55:36 UTC XXX followers, 1124 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@dcurras1
"$DHR Hard not to lose patience here. particularly if you are an investor in the industry since the Covid bubble. (Not my case)" @dcurras1 on X 2025-07-18 15:55:39 UTC XXX followers, 1187 engagements
"$GOOG Higher CapEx - lower FCF OpenAI and co. pushing Big Tech hard to keep up with the AI investment craze. Good for the usual suspects since 2021-2022 $NVDA $TSM $ANET et al" @dcurras1 on X 2025-07-23 20:20:45 UTC XXX followers, XXX engagements
"@InvestInJapan Thoughts on Rakus at these levels Looks deeply embedded in customer workflows with a large underpenetrated regional TAM. Valuation seems attractive (6.7x fwd sales 30x FCF) vs historical multiples with XX% top & bottom-line growth" @dcurras1 on X 2025-07-22 09:14:15 UTC XXX followers, XXX engagements
"Wrote about this and other J. Bezos anectodes in a Deep Dive on $AMZN I published earlier this year. Here is the link:" @dcurras1 on X 2025-07-24 20:34:06 UTC XXX followers, XX engagements
"Just realized I published my 10th Deep Dive Brief on Heico recently. Time flies. Most of them are open to read. Here's the list: Cloudflare $NET Parsons $PSN MPS $MPWR Medpace $MEDP Arista $ANET Amazon $AMZN ASML $ASML Topicus $TOI.V Lumine $LMN.V HEICO $HEI" @dcurras1 on X 2025-07-05 18:27:07 UTC XXX followers, 2509 engagements
"Into the shit 🕳: $DHR $TMO $RGEN $WST and co. Market want to see reaccelerated growth and higher profitability again. No more postponing. Will see. Last time I checked exec comments were more optimistic than cautious. Market still not believing though" @dcurras1 on X 2025-07-18 19:00:11 UTC XXX followers, XXX engagements
"$DHR The returns on investment here have been abysmal over the last 2y 3y 5y. Should/could eventually pay off (). The opportunity cost has been real" @dcurras1 on X 2025-07-20 22:13:40 UTC XXX followers, XXX engagements
"GCP or the new Enterprise AI cloud 👀 Watch out $AMZN & $MSFT $GOOG 's not about small-mid cap sizzy businesses anymore" @dcurras1 on X 2025-07-24 19:57:15 UTC XXX followers, XXX engagements
"Alt managers (thinking $BN EQT AB $APO etc.) look so tempting but hard to get a grip on as an investment" @dcurras1 on X 2025-07-01 18:35:52 UTC XXX followers, XXX engagements
"@KairosPraxis @RedshirtInsight @BerkelKip I do. The Mendelson family $HEI" @dcurras1 on X 2025-07-17 11:48:53 UTC XXX followers, XXX engagements
"The good old Bezos mindset: "Always Day One" He used the concept of "Day 1" to emphasize the need for $AMZN to constantly innovate and adapt acting as if every day is the company's first avoiding the stagnation and decline associated with "Day 2"" @dcurras1 on X 2025-07-24 20:31:18 UTC XXX followers, XX engagements
"$MA $V The Impact of Stablecoins on the Payment Networks. Both a major threat and a significant opportunity" @dcurras1 on X 2025-07-16 22:06:10 UTC XXX followers, XXX engagements
"@Ikkenospes Have to agree with you on this one. When you compare it to Lifco's or the Bergman & Beving spin-offs family's management you understand the difference" @dcurras1 on X 2025-05-21 11:53:09 UTC XXX followers, XXX engagements
"$SPGI $MCO The Impact of Stablecoins on the Debt Ratings Business. Net positive and with potential to create new markets" @dcurras1 on X 2025-07-16 21:58:49 UTC XXX followers, XXX engagements
"So many healthcare ideas (ex. Pharma) across the board but not enough conviction so far. $MEDP $WST $LONN $DIM $TMO $ENSG etc. $ISRG $BSX (good but crazy expensive) $IDXX (maybe 👀) $DHR (only long mainly due to DBS + mgmt ) Covid bubble did not help. Theses are welcomed" @dcurras1 on X 2025-06-28 16:55:36 UTC XXX followers, 1124 engagements
/creator/twitter::1363880522355793924/posts