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[@fiscal_ai](/creator/twitter/fiscal_ai)
"Sea Limited just crossed $X billion in quarterly revenue for the first time ever with growth across all categories. E-Commerce: +34% Financial Services: +70% Entertainment: +28% $SE"  
[X Link](https://x.com/fiscal_ai/status/1955273087345479804) [@fiscal_ai](/creator/x/fiscal_ai) 2025-08-12T14:20Z 70.6K followers, 28.6K engagements


"Coupang CEO on the expansion into Taiwan: "Our conviction in the long-term potential of Taiwan is only growing as we're seeing a trajectory similar to what we saw in the early years of scaling our retail offering in Korea." $CPNG"  
[X Link](https://x.com/fiscal_ai/status/1965807611766542681) [@fiscal_ai](/creator/x/fiscal_ai) 2025-09-10T16:00Z 70.6K followers, 7821 engagements


"Remember when shares of Amazon dropped XX% because of this. $AMZN"  
[X Link](https://x.com/fiscal_ai/status/1976346979853828412) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-09T18:00Z 70.6K followers, 71.9K engagements


"Adobe is trading at its cheapest valuation in a decade. EV/EBIT: 16.9x Why wouldn't this beat the market from here $ADBE"  
[X Link](https://x.com/fiscal_ai/status/1978101020661264582) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-14T14:10Z 70.6K followers, 192.5K engagements


"5) Altria Group $MO 10-yr Return: XXX% Cigarette shipments tracks the number of cigarettes Altria sells (primarily by its Marlboro brand). 6) $AMZN 10-yr Return: XXX% AWS Revenue measures Amazon's total revenue from its cloud computing division"  
[X Link](https://x.com/fiscal_ai/status/1737835602383671479) [@fiscal_ai](/creator/x/fiscal_ai) 2023-12-21T14:01Z 70.5K followers, 1731 engagements


"4. Pro Medicus $PME Sam Hupert co-founded the Australian healthcare informatics company in 1983 when he was just XX years old. Hupert who is now XX years old still runs Pro Medicus and owns XX% of the company. Total Return: +33528%"  
[X Link](https://x.com/fiscal_ai/status/1937224271727906968) [@fiscal_ai](/creator/x/fiscal_ai) 2025-06-23T19:00Z 70.5K followers, 17.6K engagements


"7. Monolithic Power Systems $MPWR The leading provider of power management circuits was founded in 1997 by Michael Hsing. Hsing is now XX years old but still operates as CEO. Hsing retains X% ownership of the company. Total Return: +8047%"  
[X Link](https://x.com/fiscal_ai/status/1937224342695547218) [@fiscal_ai](/creator/x/fiscal_ai) 2025-06-23T19:00Z 70.5K followers, 15.1K engagements


"According to the World Bank the average cost of remittances globally stands at XXXX% of the amount sent. At Wise the average cross-border take rate is 0.53%. $WISE"  
[X Link](https://x.com/fiscal_ai/status/1937869659820425464) [@fiscal_ai](/creator/x/fiscal_ai) 2025-06-25T13:45Z 70.5K followers, 8488 engagements


"9. Brown & Brown $BRO Brown & Brown is a serial acquirer of small independent insurance agencies and brokerages in the U.S. Their support/scale advantages help smaller agencies expand their business once under their umbrella. Total Return: +41900%"  
[X Link](https://x.com/fiscal_ai/status/1944819244757344361) [@fiscal_ai](/creator/x/fiscal_ai) 2025-07-14T18:00Z 70.5K followers, 11.3K engagements


"9. Watsco $WSO Watsco is one of the largest suppliers of HVAC systems and parts. They've primarily grown by acquiring hundreds of smaller family-owned HVAC distributors. Total Return: +43683%"  
[X Link](https://x.com/fiscal_ai/status/1944819261245153454) [@fiscal_ai](/creator/x/fiscal_ai) 2025-07-14T18:00Z 70.5K followers, 8839 engagements


"Wise added more than 500000 new active customers this quarter. The low cost money transfer app is now approaching XX million active customers in total. That's nearly 4x more than they had in 2019. $WISE"  
[X Link](https://x.com/fiscal_ai/status/1946238592856322061) [@fiscal_ai](/creator/x/fiscal_ai) 2025-07-18T16:00Z 70.5K followers, 5518 engagements


"Innovator's dilemma Remitly continues to steal market share from legacy money transfer providers. $RELY $WU"  
[X Link](https://x.com/fiscal_ai/status/1954603685457330442) [@fiscal_ai](/creator/x/fiscal_ai) 2025-08-10T18:00Z 70.5K followers, 19K engagements


"2. Adobe $ADBE 10-yr EPS CAGR: XX% EV/EBIT: 17.6x"  
[X Link](https://x.com/fiscal_ai/status/1954992497488433377) [@fiscal_ai](/creator/x/fiscal_ai) 2025-08-11T19:45Z 70.5K followers, 62.6K engagements


"PayPal is trading at nearly a XX% buyback yield. Value play or value trap $PYPL"  
[X Link](https://x.com/fiscal_ai/status/1957548088408908281) [@fiscal_ai](/creator/x/fiscal_ai) 2025-08-18T21:00Z 70.5K followers, 56.5K engagements


"3. Remitly $RELY 5yr Revenue CAGR: +47% 2020 Net Margin: -XX% LTM Net Margin: 1%"  
[X Link](https://x.com/fiscal_ai/status/1958250234313855312) [@fiscal_ai](/creator/x/fiscal_ai) 2025-08-20T19:30Z 70.5K followers, 12.9K engagements


"There are only X software companies in the US with: 1.) At least XX% Free Cash Flow Margins And 2.) Expected revenue growth of 15%"  
[X Link](https://x.com/fiscal_ai/status/1966894681952055359) [@fiscal_ai](/creator/x/fiscal_ai) 2025-09-13T16:00Z 70.5K followers, 54.6K engagements


"Remitly is introducing a "Send Now Pay Later" option for customers. Remitly Flex customers will be able to send up to $XXX across borders and pay it back over XX days. $RELY"  
[X Link](https://x.com/fiscal_ai/status/1969431409480909167) [@fiscal_ai](/creator/x/fiscal_ai) 2025-09-20T16:00Z 70.5K followers, 11K engagements


"2. Adobe $ADBE YoY Share Count Change: -XXX% Current Buyback Yield: 7.4%"  
[X Link](https://x.com/fiscal_ai/status/1970843216477049334) [@fiscal_ai](/creator/x/fiscal_ai) 2025-09-24T13:30Z 70.5K followers, 21.3K engagements


"Costco now generates more than $XXX million in annual sales per warehouse the highest of any retailer globally. To put that in perspective Walmart is 2nd with roughly $XXX million per US location. $COST"  
[X Link](https://x.com/fiscal_ai/status/1971968099252674583) [@fiscal_ai](/creator/x/fiscal_ai) 2025-09-27T16:00Z 70.5K followers, 20.8K engagements


"Which would you rather buy at their current valuation Nike EV/EBIT: 32.8x Lululemon EV/EBIT: 8.7x $NKE $LULU"  
[X Link](https://x.com/fiscal_ai/status/1973795163752501302) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-02T17:00Z 70.5K followers, 23.9K engagements


"Remitly v. Western Union A great case of The Innovator's Dilemma. $RELY $WU"  
[X Link](https://x.com/fiscal_ai/status/1898418455734636745) [@fiscal_ai](/creator/x/fiscal_ai) 2025-03-08T17:00Z 70.5K followers, 15.6K engagements


"Heineken is one of the only beer brands globally that has delivered consistent volume growth over the last several years. The Heineken brand has now grown volumes in XX consecutive quarters. $HEIA $HEINY"  
[X Link](https://x.com/fiscal_ai/status/1912544029180641654) [@fiscal_ai](/creator/x/fiscal_ai) 2025-04-16T16:30Z 70.5K followers, 4622 engagements


""If you do it at the right price theres nothing better than buying in your own business. - Warren Buffett Here are X companies that have executed buybacks to perfection: X. O'Reilly Automotive $ORLY"  
[X Link](https://x.com/fiscal_ai/status/1930701225596776646) [@fiscal_ai](/creator/x/fiscal_ai) 2025-06-05T19:00Z 70.5K followers, 55.8K engagements


"3. Constellation Software $CSU Constellation Software was founded in 1995 by former VC Mark Leonard. The VMS conglomerate has a unique culture of insider investment led by Leonard himself who still owns X% of the company. Total Return: +36577%"  
[X Link](https://x.com/fiscal_ai/status/1937224250605326648) [@fiscal_ai](/creator/x/fiscal_ai) 2025-06-23T19:00Z 70.5K followers, 18.5K engagements


"5. MercadoLibre $MELI MercadoLibre was founded in 1999 by Marcos Galperin while he was pursuing an MBA at Stanford. Galperin is still the CEO of the e-commerce giant and retains X% ownership through his trust. Total Return: +8808%"  
[X Link](https://x.com/fiscal_ai/status/1937224300471402713) [@fiscal_ai](/creator/x/fiscal_ai) 2025-06-23T19:00Z 70.5K followers, 17K engagements


"Booking Holdings Q1 Results Revenue +16% Adj. EPS +32% Free Cash Flow +32% Room Nights +8% Gross Bookings +13% $BKNG: -XXX% after hours"  
[X Link](https://x.com/fiscal_ai/status/1950291249644351767) [@fiscal_ai](/creator/x/fiscal_ai) 2025-07-29T20:24Z 70.5K followers, 12.9K engagements


"Booking v. Airbnb Booking Holdings continues to grow its GBV faster than Airbnb and off of a larger base. $BKNG $ABNB"  
[X Link](https://x.com/fiscal_ai/status/1953198149671227833) [@fiscal_ai](/creator/x/fiscal_ai) 2025-08-06T20:55Z 70.5K followers, 52.4K engagements


"3. Asana $ASAN Co-Founder & CEO Dustin Moskovitz has purchased nearly $60M worth of shares in the last month through his rule 10b5-1 trading plan"  
[X Link](https://x.com/fiscal_ai/status/1955351129094754610) [@fiscal_ai](/creator/x/fiscal_ai) 2025-08-12T19:30Z 70.5K followers, 6437 engagements


"4. Elevance Health $ELV CEO Gail Boudreaux bought $2.4M worth of shares in July increasing her stake by 7%. Elevance is in its worst drawdown in more than XX years"  
[X Link](https://x.com/fiscal_ai/status/1955351144013992095) [@fiscal_ai](/creator/x/fiscal_ai) 2025-08-12T19:30Z 70.5K followers, 6462 engagements


"6. Pat Dorsey - Dorsey Asset Management Bought: - Danaher $DHR - Aercap Holdings $AER - Alphabet $GOOGL - ASML $ASML - Booking $BKNG - Enovis $ENOV - Semrush $SEMR Sold: - PayPal $PYPL - Sprout Social $SPT - Wix $WIX - Meta $META - AutoZone $AZO"  
[X Link](https://x.com/fiscal_ai/status/1959284642303119503) [@fiscal_ai](/creator/x/fiscal_ai) 2025-08-23T16:00Z 70.5K followers, 12.3K engagements


"10. Verisign $VRSN Through its contract with the Internet Corporation for Assigned Names & Numbers Verisign can raise prices every year. In recent years they've raised the cost of dot com registrations by X% annually"  
[X Link](https://x.com/fiscal_ai/status/1961851585442808122) [@fiscal_ai](/creator/x/fiscal_ai) 2025-08-30T18:00Z 70.5K followers, 15K engagements


"Today China accounts for XX% of Lululemon's Total Revenue. X years ago China accounted for 2%. $LULU"  
[X Link](https://x.com/fiscal_ai/status/1963707402454482947) [@fiscal_ai](/creator/x/fiscal_ai) 2025-09-04T20:55Z 70.5K followers, 23.9K engagements


"Booking Holdings v. Airbnb Which would you rather own at current prices $BKNG $ABNB"  
[X Link](https://x.com/fiscal_ai/status/1966577587792343282) [@fiscal_ai](/creator/x/fiscal_ai) 2025-09-12T19:00Z 70.5K followers, 20.7K engagements


"Fiserv is currently trading at its cheapest valuation in more than a decade. Free Cash Flow Yield: XXXX% Why wouldn't this work from here $FI"  
[X Link](https://x.com/fiscal_ai/status/1968329177737892107) [@fiscal_ai](/creator/x/fiscal_ai) 2025-09-17T15:00Z 70.5K followers, 19.9K engagements


"Is there any company more important to the global economy than Taiwan Semiconductor $TSM"  
[X Link](https://x.com/fiscal_ai/status/1968706638766030860) [@fiscal_ai](/creator/x/fiscal_ai) 2025-09-18T16:00Z 70.5K followers, 17.9K engagements


"Constellation Software just announced that Mark Leonard is stepping down. What an unbelievable run he's had. $10000 invested in the 2006 IPO would be worth $XXX million today A XX% CAGR for nearly two decades. $CSU"  
[X Link](https://x.com/fiscal_ai/status/1971235824969842882) [@fiscal_ai](/creator/x/fiscal_ai) 2025-09-25T15:30Z 70.5K followers, 26.4K engagements


"Costco Q4 Results US Comp Sales +5.1% Canada Comp Sales +6.3% International Comp Sales +8.6% Total Cardholders +6% Earnings per Share +10.9% $COST: -XXX% after hours"  
[X Link](https://x.com/fiscal_ai/status/1971312769350893675) [@fiscal_ai](/creator/x/fiscal_ai) 2025-09-25T20:36Z 70.5K followers, 15.5K engagements


"Shares of Constellation Software have dropped XX% from their latest highs. That officially marks the company's largest drawdown on record. $CSU"  
[X Link](https://x.com/fiscal_ai/status/1971575523924115861) [@fiscal_ai](/creator/x/fiscal_ai) 2025-09-26T14:00Z 70.5K followers, 24.2K engagements


"BYD v. Tesla Trailing 3yr Revenue Growth: $TSLA: +38% $BYDD: +137% What's driving BYD's recent outperformance"  
[X Link](https://x.com/fiscal_ai/status/1972300301475676616) [@fiscal_ai](/creator/x/fiscal_ai) 2025-09-28T14:00Z 70.5K followers, 12.6K engagements


"3. Universal Music Group $UMG"  
[X Link](https://x.com/fiscal_ai/status/1974504871530467370) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-04T16:00Z 70.5K followers, 37.8K engagements


"5. Lightspeed $LSPD 1yr Return: -12.1%"  
[X Link](https://x.com/fiscal_ai/status/1975679591344701602) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-07T21:48Z 70.5K followers, 3021 engagements


"6. Twilio $TWLO 1yr Return: +69.9%"  
[X Link](https://x.com/fiscal_ai/status/1975679593546674535) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-07T21:48Z 70.5K followers, 3264 engagements


"7. Teladoc $TDOC 1yr Return: -3.3%"  
[X Link](https://x.com/fiscal_ai/status/1975679595681583347) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-07T21:48Z 70.5K followers, 7985 engagements


"8. Just Eat Takeaway $TKWY 1yr Return: +60.5%"  
[X Link](https://x.com/fiscal_ai/status/1975679597749346542) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-07T21:48Z 70.5K followers, 7231 engagements


"After its worst ever single day drawdown Ferrari is now trading at a P/E of 39x. That's roughly in line with its 10-yr average. Is this cheap $RACE"  
[X Link](https://x.com/fiscal_ai/status/1976694265201000511) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-10T17:00Z 70.5K followers, 10.9K engagements


"9. Grupo Aeroportuario del Pacfico $PAC Like many airport operators del Pacfico has a contract with civil aviation authorities that allows them to raise prices each year at a rate slightly higher than inflation"  
[X Link](https://x.com/fiscal_ai/status/1961851569739272233) [@fiscal_ai](/creator/x/fiscal_ai) 2025-08-30T18:00Z 70.5K followers, 15.4K engagements


"3.) DigitalOcean $DOCN DigitalOcean is a cloud vendor that provides Infrastructure-as-a-Service for software developers. They have more than 600k individual customers and cater primarily to SMB's. Market Cap: $XXX billion 5-yr Revenue CAGR: XXXX% EV/Gross Profit: 10.6x"  
[X Link](https://x.com/fiscal_ai/status/1788649210784645143) [@fiscal_ai](/creator/x/fiscal_ai) 2024-05-09T19:16Z 70.6K followers, 5815 engagements


"KLA Corporation averaged XX% operating margins over the last decade. Well above Applied Materials and Lam Research. Why is KLA Corp able to generate such higher margins than other wafer fabrication equipment companies $KLAC $AMAT $LRCX"  
[X Link](https://x.com/fiscal_ai/status/1935314127397994717) [@fiscal_ai](/creator/x/fiscal_ai) 2025-06-18T12:30Z 70.6K followers, 10.1K engagements


"Can you name any other manufacturing business with XX% operating margins $TSMC"  
[X Link](https://x.com/fiscal_ai/status/1967287266117816554) [@fiscal_ai](/creator/x/fiscal_ai) 2025-09-14T18:00Z 70.6K followers, 18.1K engagements


"4. Kweichow Moutai (SHSE: 600519) Moutai is one of the most recognized premium brands of baiju (distilled liquor) in China. As a cultural staple Moutai is able to charge much higher prices than other liquor brands and still grow volume. Operating Margin: 68%"  
[X Link](https://x.com/fiscal_ai/status/1967672341460373683) [@fiscal_ai](/creator/x/fiscal_ai) 2025-09-15T19:30Z 70.6K followers, 6879 engagements


"5. VeriSign $VRSN VeriSign is the exclusive registry operator for all dot com and dot net domain names. The bulk of their costs relate to maintaining their infrastructure (servers etc.) so the incremental cost of adding a new domain is next to nothing. Operating Margin: 68%"  
[X Link](https://x.com/fiscal_ai/status/1967672357134405756) [@fiscal_ai](/creator/x/fiscal_ai) 2025-09-15T19:30Z 70.6K followers, 6585 engagements


"4. HCA Healthcare $HCA YoY Share Count Change: -XXX% Current Buyback Yield: 9.04%"  
[X Link](https://x.com/fiscal_ai/status/1970843248857080148) [@fiscal_ai](/creator/x/fiscal_ai) 2025-09-24T13:30Z 70.6K followers, 19K engagements


"Nubank went from 100k customers in Mexico to XX million in less than X years. Has there ever been a banking app that grew this quickly $NU"  
[X Link](https://x.com/fiscal_ai/status/1972315388441723084) [@fiscal_ai](/creator/x/fiscal_ai) 2025-09-28T15:00Z 70.6K followers, 21.1K engagements


"Remember when shares of Google dropped XX% because of this. $GOOGL"  
[X Link](https://x.com/fiscal_ai/status/1974474614597370107) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-04T14:00Z 70.6K followers, 105.9K engagements


"Bill Ackman just wrote a letter to shareholders explaining why he owns each of his portfolio companies. Here's his updated thesis for his top XX positions:"  
[X Link](https://x.com/fiscal_ai/status/1974504816954298508) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-04T16:00Z 70.6K followers, 494.3K engagements


"Airbnb v. Booking Holdings $ABNB: "We have about XX million listings in Airbnb. The vast majority of supply in Airbnb still comes organically." $BKNG: "We have XXX million listings at the end of the second quarter globally in alternative accommodations only.""  
[X Link](https://x.com/fiscal_ai/status/1977041533942874494) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-11T16:00Z 70.6K followers, 37.6K engagements


"Can you tell what year FICO started raising prices $FICO"  
[X Link](https://x.com/fiscal_ai/status/1977101930125312356) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-11T20:00Z 70.6K followers, 18.3K engagements


"Interactive Brokers Q3 Results Commission Revenue +23% Net Interest Income +21% Pre-Tax Income +44% EPS +40% Customer Accounts +32% $IBKR: +2.4% after hours"  
[X Link](https://x.com/fiscal_ai/status/1978918639291265195) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-16T20:19Z 70.6K followers, 30.3K engagements


"TransDigm's Organic Sales growth fell to its lowest point since COVID this quarter. Still the aircraft components supplier has now delivered XX quarters in a row of strong organic growth. $TDG is down X% today"  
[X Link](https://x.com/fiscal_ai/status/1886800648483880969) [@fiscal_ai](/creator/x/fiscal_ai) 2025-02-04T15:35Z 70.6K followers, 3418 engagements


"8. Coca-Cola $KO Coca-Cola has averaged just over X% annual revenue growth from price/mix throughout the last decade"  
[X Link](https://x.com/fiscal_ai/status/1961851553893261323) [@fiscal_ai](/creator/x/fiscal_ai) 2025-08-30T18:00Z 70.6K followers, 9936 engagements


"SoFi continues to steal market share in the US online banking space. Deposits over the last X years: SoFi Technology: +2674% Ally Financial: +4% $SOFI $ALLY"  
[X Link](https://x.com/fiscal_ai/status/1965777340400820431) [@fiscal_ai](/creator/x/fiscal_ai) 2025-09-10T14:00Z 70.6K followers, 26.3K engagements


"Here are XX of the most profitable business models in the world: X. The FICO Score $FICO"  
[X Link](https://x.com/fiscal_ai/status/1967672294018564424) [@fiscal_ai](/creator/x/fiscal_ai) 2025-09-15T19:30Z 70.6K followers, 85.6K engagements


"2. Texas Pacific Land Corp $TPL Texas Pacific is a major landowner in West Texas and generates revenue primarily from managing oil & gas royalty interests and leasing land. Operating Margin: 76%"  
[X Link](https://x.com/fiscal_ai/status/1967672309550092476) [@fiscal_ai](/creator/x/fiscal_ai) 2025-09-15T19:30Z 70.6K followers, 8311 engagements


"Match Group CEO Spencer Rascoff: "Hinge is probably the most underappreciated or least focused on success story in consumer tech. Hinge is on a path to $X billion of revenue in 2027." $MTCH"  
[X Link](https://x.com/fiscal_ai/status/1969854172712587567) [@fiscal_ai](/creator/x/fiscal_ai) 2025-09-21T20:00Z 70.6K followers, 9099 engagements


"The Trade Desk is trading near its cheapest FCF multiple ever. EV/FCF: 29.85x Why wouldn't this work from here $TTD"  
[X Link](https://x.com/fiscal_ai/status/1973100583004545252) [@fiscal_ai](/creator/x/fiscal_ai) 2025-09-30T19:00Z 70.6K followers, 14.2K engagements


"14. Stella-Jones Inc. $SJ What they do: Leading producer of pressure-treated wood products in North America. Makes and sells railway ties utility poles and other residential/industrial wood products. Market Cap: $XXX billion 10-yr CAGR: 13.6%"  
[X Link](https://x.com/fiscal_ai/status/1754962655054549146) [@fiscal_ai](/creator/x/fiscal_ai) 2024-02-06T20:17Z 70.6K followers, 4988 engagements


"3.) Vitec Software Group $VITB Vitec is a Swedish serial acquirer of vertical market software companies. 20-yr Return: 36227% Market Cap: $XXXX billion EV/EBIT: 35x"  
[X Link](https://x.com/fiscal_ai/status/1843186897679757767) [@fiscal_ai](/creator/x/fiscal_ai) 2024-10-07T07:09Z 70.6K followers, 3152 engagements


"6. CoStar Group $CSGP The commercial real estate marketplace was founded by Andrew (Andy) Florance in 1987. Florance remains the CEO and owns XXX% of the company. Total Return: +8593%"  
[X Link](https://x.com/fiscal_ai/status/1937224324349591704) [@fiscal_ai](/creator/x/fiscal_ai) 2025-06-23T19:00Z 70.6K followers, 15.7K engagements


"3. Norbert Lou - Punch Card Capital Management Bought: - Crocs $CROX - PayPal $PYPL - PDD Holdings $PDD Sold: - Smith & Wesson Brands $SWBI"  
[X Link](https://x.com/fiscal_ai/status/1959284578369384640) [@fiscal_ai](/creator/x/fiscal_ai) 2025-08-23T16:00Z 70.6K followers, 17.9K engagements


"4. Chuck Akre - Akre Capital Management Bought: - Brookfield Corp $BN - AirBnb $ABNB - CCC Intelligence Solutions $CCCS - Copart $CPRT - FICO $FICO Sold: - American Tower $AMT - Mastercard $MA - Moody's $MCO - Roper $ROP - Costar Group $CSGO"  
[X Link](https://x.com/fiscal_ai/status/1959284598371922403) [@fiscal_ai](/creator/x/fiscal_ai) 2025-08-23T16:00Z 70.6K followers, 16.1K engagements


"7. Seth Klarman - Baupost Group Bought: - Alphabet $GOOGL - Wesco $WCC - CRH $CRH - Fidelity National Info $FIS - Dollar General $DG - Restaurant Brands $QSR - Elevance $ELV - Fiserv $FI Sold: - Willis Towers $WTW - Eagle MatIs $EXP - Viasat $VSAT - Gds Holdings $GDS"  
[X Link](https://x.com/fiscal_ai/status/1959284662486122853) [@fiscal_ai](/creator/x/fiscal_ai) 2025-08-23T16:00Z 70.6K followers, 11.1K engagements


"Adyen is now trading near its cheapest forward multiple ever. Forward EV/EBIT: 24x $ADYEN"  
[X Link](https://x.com/fiscal_ai/status/1972375777770614964) [@fiscal_ai](/creator/x/fiscal_ai) 2025-09-28T19:00Z 70.6K followers, 31.1K engagements


"Monday dot com is trading near its cheapest valuation ever. EV/FCF: 22x 5-yr Revenue CAGR: XX% Is this a reasonable price $MNDY"  
[X Link](https://x.com/fiscal_ai/status/1975954408845476277) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-08T16:00Z 70.6K followers, 11.8K engagements


"We just launched our biggest update ever 🚀 Introducing Fiscal Enterprise - Unparalleled Data Speed (all financials are updated within minutes of earnings) - Data Exporting - Click-Through Auditability (click directly into the source) - As Reported & Standardized View"  
[X Link](https://x.com/fiscal_ai/status/1951007291576295866) [@fiscal_ai](/creator/x/fiscal_ai) 2025-07-31T19:49Z 70.6K followers, 155.6K engagements


""Pricing power is the hallmark of a great business." Here are XX stocks with true pricing power: X. American Express $AXP"  
[X Link](https://x.com/fiscal_ai/status/1961851443222360513) [@fiscal_ai](/creator/x/fiscal_ai) 2025-08-30T18:00Z 70.6K followers, 154.8K engagements


"7. Nvidia $NVDA Demand for Nvidias leading edge GPUs has drastically exceeded supply in recent years. This has led to price increases and rapid profit margin expansion. Operating Margin: 65%"  
[X Link](https://x.com/fiscal_ai/status/1967672387618607522) [@fiscal_ai](/creator/x/fiscal_ai) 2025-09-15T19:30Z 70.6K followers, 5937 engagements


"Mexican beer brands have taken market share in the US. Meanwhile Anheuser-Busch (Bud Light) & Molson Coors continue to see volume declines. $STZ $TAP $ABI"  
[X Link](https://x.com/fiscal_ai/status/1968676450825032037) [@fiscal_ai](/creator/x/fiscal_ai) 2025-09-18T14:00Z 70.6K followers, 8857 engagements


"1. Uber $UBER"  
[X Link](https://x.com/fiscal_ai/status/1974504835362980032) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-04T16:00Z 70.6K followers, 43.9K engagements


"Q2 Earnings Season kicks off this week 🔔 Monday: $FAST $LIFCO $EQBK $SLP Tuesday: $JPM $BLK $WFC $C $ACI Wednesday: $ASML $PGR $UAL $BAC $GS $MS $JNJ Thursday: $TSM $NFLX $PEP $ABT $CTAS Friday: $MMM $AXP $SCHW $ALLY"  
[X Link](https://x.com/fiscal_ai/status/1944753797332623807) [@fiscal_ai](/creator/x/fiscal_ai) 2025-07-14T13:40Z 70.6K followers, 8289 engagements


""AI is eating software" $CRM $NOW $HUBS $ADBE"  
[X Link](https://x.com/fiscal_ai/status/1957525439314030999) [@fiscal_ai](/creator/x/fiscal_ai) 2025-08-18T19:30Z 70.6K followers, 137.5K engagements


"8. CME Group $CME CME Group runs the largest derivatives exchange in the world. Like other exchange operators CME has a massive network effect. Since traders want to be where the most liquidity is CME acquires customers at very little cost. Operating Margin: 65%"  
[X Link](https://x.com/fiscal_ai/status/1967672403133345867) [@fiscal_ai](/creator/x/fiscal_ai) 2025-09-15T19:30Z 70.6K followers, 6063 engagements


"9. MSCI $MSCI Operating indexes (like MSCI's) isnt very costly. However gaining credibility among fund managers is difficult. Thats why credible operators that are already established are able to earn such wide profit margins. Operating Margin: 54%"  
[X Link](https://x.com/fiscal_ai/status/1967672417792479325) [@fiscal_ai](/creator/x/fiscal_ai) 2025-09-15T19:30Z 70.6K followers, 11K engagements


"The Trade Desk is now down XX% from highs marking their worst drawdown ever. $TTD"  
[X Link](https://x.com/fiscal_ai/status/1970173780455793081) [@fiscal_ai](/creator/x/fiscal_ai) 2025-09-22T17:10Z 70.6K followers, 11.5K engagements


"Here are X companies ramping up share buybacks: X. PayPal $PYPL"  
[X Link](https://x.com/fiscal_ai/status/1970843199322443899) [@fiscal_ai](/creator/x/fiscal_ai) 2025-09-24T13:30Z 70.6K followers, 211.3K engagements


"3. Fiserv $FI YoY Share Count Change: -XXX% Current Buyback Yield: 10%"  
[X Link](https://x.com/fiscal_ai/status/1970843232658755937) [@fiscal_ai](/creator/x/fiscal_ai) 2025-09-24T13:30Z 70.6K followers, 20.4K engagements


"5. SAP SE $SAP '06-'16 Revenue CAGR: +6.5% '16-'25 Revenue CAGR: +7.3%"  
[X Link](https://x.com/fiscal_ai/status/1973780123423002784) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-02T16:00Z 70.6K followers, 6246 engagements


"2. Brookfield $BN"  
[X Link](https://x.com/fiscal_ai/status/1974504854518411527) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-04T16:00Z 70.6K followers, 42.4K engagements


"9. Chipotle $CMG"  
[X Link](https://x.com/fiscal_ai/status/1974504980636938666) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-04T16:00Z 70.6K followers, 30.5K engagements


"10. Hilton $HLT"  
[X Link](https://x.com/fiscal_ai/status/1974504998169133333) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-04T16:00Z 70.6K followers, 28.7K engagements


"MGM Resorts has had one of the most aggressive buyback programs of any US company over the last decade. They've cut their share count in half in just X years. That's a X% annual reduction. $MGM"  
[X Link](https://x.com/fiscal_ai/status/1974535007944556719) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-04T18:00Z 70.6K followers, 51.3K engagements


"It has been XX months since this thread. Here are the returns of each stock since: X. Alibaba $BABA 1yr Return: +118%"  
[X Link](https://x.com/fiscal_ai/status/1975679581781708886) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-07T21:48Z 70.6K followers, 49.9K engagements


"2. Zoom Communications $ZM 1yr Return: +22.2%"  
[X Link](https://x.com/fiscal_ai/status/1975679584222802011) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-07T21:48Z 70.6K followers, 3464 engagements


"3. Roku $ROKU 1yr Return: +38.5%"  
[X Link](https://x.com/fiscal_ai/status/1975679586819043535) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-07T21:48Z 70.6K followers, 3914 engagements


"FICO has increased the cost of its Scores by more than 1500% since 2022. Is this an opportunity for Equifax to take market share with its VantageScore $EFX $FICO"  
[X Link](https://x.com/fiscal_ai/status/1975927953189200072) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-08T14:15Z 70.6K followers, 17.8K engagements


"Pepsi continues to raise prices despite XX consecutive quarters of volume declines. How long can this trend continue $PEP"  
[X Link](https://x.com/fiscal_ai/status/1976286573995151868) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-09T14:00Z 70.6K followers, 17.1K engagements


"Shift4 Payments is currently trading near its cheapest valuation ever. Forward EV/EBIT: 11.6x Value play or value trap $FOUR"  
[X Link](https://x.com/fiscal_ai/status/1976316783452881049) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-09T16:00Z 70.6K followers, 11.9K engagements


"Old Dominion Freight Line is now in its largest drawdown in more than a decade. -XX% from all-time highs. $ODFL"  
[X Link](https://x.com/fiscal_ai/status/1976641431604469779) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-10T13:30Z 70.6K followers, 36.5K engagements


"Is there any other company in the world with as narrow of a gap between gross margin and operating margin Gross Margin: XX% Operating Margin: XX% $TSM"  
[X Link](https://x.com/fiscal_ai/status/1977011333007900794) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-11T14:00Z 70.6K followers, 27.8K engagements


""There's no opportunities in large caps" $META $NFLX $AMZN $GOOGL"  
[X Link](https://x.com/fiscal_ai/status/1977071741416739046) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-11T18:00Z 70.6K followers, 108.7K engagements


"Ferrari is not a car company. $RACE"  
[X Link](https://x.com/fiscal_ai/status/1977403925864260026) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-12T16:00Z 70.6K followers, 22.1K engagements


"Fiserv is buying back more shares than it ever has. Total share count dropped by XXX% over the last XX months. $FI"  
[X Link](https://x.com/fiscal_ai/status/1977434116938424440) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-12T18:00Z 70.6K followers, 40.8K engagements


"BlackRock just crossed $XX trillion in total AUM. BlackRock delivered one of our strongest quarterly flows results with net inflows of $XXX billion powering XX% organic base fee growth" $BLK: +1.4% today"  
[X Link](https://x.com/fiscal_ai/status/1978124913891557886) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-14T15:45Z 70.6K followers, 6453 engagements


"Liz Reid Head of Google Search: The revenue with AI Overviews has been relatively stable some queries may get fewer clicks on ads but it grows overall queries so people do more searches. Those two things end up balancing out. $GOOG $GOOGL"  
[X Link](https://x.com/fiscal_ai/status/1978128747456073794) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-14T16:00Z 70.6K followers, 13.6K engagements


"Albertsons CEO says consumers are trading down: "We see an increased usage in coupons. We see them sticking closer to their shopping list. They're kind of shortening their list and sticking to it." $ACI: +10.6%"  
[X Link](https://x.com/fiscal_ai/status/1978136261006389612) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-14T16:30Z 70.6K followers, 6925 engagements


"Domino's just reported an acceleration in its US same store sales growth. "In a challenged environment to put up the comps that we did plus the new stores that we've opened. We feel really good about our delivery business." $DPZ: +4.3%"  
[X Link](https://x.com/fiscal_ai/status/1978151344667255108) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-14T17:30Z 70.6K followers, 8335 engagements


"The average price of a single EUV machine from ASML costs XXX million. That's up XXX% compared to 2019. Talk about pricing power. $ASML"  
[X Link](https://x.com/fiscal_ai/status/1978581681914405219) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-15T22:00Z 70.6K followers, 20.9K engagements


"Schwab's clients are getting aggressive. Cash as a percentage of client assets hit just X% this quarter. The lowest figure they've reported in more than a decade. Sign of the times $SCHW"  
[X Link](https://x.com/fiscal_ai/status/1978834604904919048) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-16T14:45Z 70.6K followers, 10.2K engagements


"Taiwan Semiconductor shipped more wafers than it ever has this quarter. "We continue to observe robust AI-related demand throughout 2025 while the non-AI end market segment has patterned out and is seeing a mild recovery." $TSM"  
[X Link](https://x.com/fiscal_ai/status/1978838415853658523) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-16T15:00Z 70.6K followers, 8079 engagements


"Last quarter TSMC shocked investors by saying that they expect AI-accelerator revenue to grow at a mid XX% CAGR from 2024-2029. Their CEO just said he thinks it will actually be "a little bit better than that". $TSM"  
[X Link](https://x.com/fiscal_ai/status/1978906359602254093) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-16T19:30Z 70.6K followers, 10.3K engagements


"American Express Q3 Billed Business +9% Revenue +11% Net Income +16% EPS +19% Cardholders +4% Average Fee per Card +13% $AXP: +3.6%"  
[X Link](https://x.com/fiscal_ai/status/1979186656134730177) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-17T14:04Z 70.6K followers, 13.4K engagements


"So much for efficient markets. $META"  
[X Link](https://x.com/fiscal_ai/status/1979548057235792310) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-18T14:00Z 70.6K followers, 25.1K engagements


"Over the last X years Meta has increased its revenue by XX% while reducing its headcount. How many other companies could pull this off $META"  
[X Link](https://x.com/fiscal_ai/status/1979578249329135678) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-18T16:00Z 70.6K followers, 12.3K engagements


"Interactive Brokers reported XX% operating margins for their latest quarter. 79%. Is there any company in the world with higher operating margins $IBKR"  
[X Link](https://x.com/fiscal_ai/status/1979608444098503044) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-18T18:00Z 70.6K followers, 24.8K engagements


"60% of Taiwan Semiconductor's revenue now comes from its most advanced nodes (3nm and 5nm). Can any other foundry catch TSMC $TSM"  
[X Link](https://x.com/fiscal_ai/status/1979638643154444789) [@fiscal_ai](/creator/x/fiscal_ai) 2025-10-18T20:00Z 70.6K followers, 6494 engagements