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[@skhetpal](/creator/twitter/skhetpal)
"Dollarama is a simple dollar-store business that has compounded at XX% annually delivering a 60x return over the past XX years. Here's how the company became one of the best compounders in history:"  
![@skhetpal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1445841848451305477.png) [@skhetpal](/creator/x/skhetpal) on [X](/post/tweet/1945168827915907227) 2025-07-15 17:09:22 UTC 20.5K followers, 9608 engagements


"AVGO started in 2005 when PE firms bought Agilents chip division for $2.6B. Hock Tan became CEO in 2006 then spent XX years acquiring dominant companies in high-margin segments like custom chips networking switches and software where customers have few alternatives"  
![@skhetpal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1445841848451305477.png) [@skhetpal](/creator/x/skhetpal) on [X](/post/tweet/1948018507850870888) 2025-07-23 13:52:59 UTC 20.5K followers, XXX engagements


"Thanks for reading If you enjoyed this it would mean a lot if you liked & reposted the first post (linked below). Previously I was a hedge fund investor and am now an entrepreneur. Follow me @skhetpal for more breakdowns of top investors & stocks"  
![@skhetpal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1445841848451305477.png) [@skhetpal](/creator/x/skhetpal) on [X](/post/tweet/1948018803570262479) 2025-07-23 13:54:09 UTC 20.5K followers, 1130 engagements


"WiseTech also has high switching costs. CargoWise's annual gross retention rates have consistently been over XX% per year since 2013 despite steep price increases. Once customers are trained on the platform and have integrated their workflows switching becomes very difficult"  
![@skhetpal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1445841848451305477.png) [@skhetpal](/creator/x/skhetpal) on [X](/post/tweet/1936447636393111852) 2025-06-21 15:34:28 UTC 20.5K followers, XXX engagements


"Broadcom is one of the most important tech companies you never think about. From iPhones to data centers to AI infrastructure $AVGO powers it all. And its been a 150-bagger over the past XX years catapulting it to a $1.3T valuation. Lets dive in"  
![@skhetpal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1445841848451305477.png) [@skhetpal](/creator/x/skhetpal) on [X](/post/tweet/1948018504701264245) 2025-07-23 13:52:58 UTC 20.5K followers, 5537 engagements


"The custom chip process creates strong switching costs. Development takes 18-24 months and costs $200-500M per design. Once deployed customers build their entire software stack around these chips. Switching would require years of work and risk breaking critical systems"  
![@skhetpal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1445841848451305477.png) [@skhetpal](/creator/x/skhetpal) on [X](/post/tweet/1948018512376787119) 2025-07-23 13:53:00 UTC 20.5K followers, XXX engagements


"The stock trades at an eye-watering 14x NTM Revenues and 54x P/E but its been expensive for most of its history"  
![@skhetpal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1445841848451305477.png) [@skhetpal](/creator/x/skhetpal) on [X](/post/tweet/1944037145230160181) 2025-07-12 14:12:28 UTC 20.5K followers, 1740 engagements


"Over the past XX years revenue grew XX% annually while EPS grew at a XX% CAGR. Analysts expect similar growth over the next X years with estimates forecasting XX% annual revenue growth and XX% earnings growth driven by buybacks"  
![@skhetpal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1445841848451305477.png) [@skhetpal](/creator/x/skhetpal) on [X](/post/tweet/1948018517556576475) 2025-07-23 13:53:01 UTC 20.5K followers, XXX engagements


"Today Broadcom makes money in two ways: Semiconductor Solutions (58% of revenue): Custom AI chips networking equipment wireless components broadband chips. Infrastructure Software (42% of revenue): VMware virtualization enterprise security software mainframe solutions"  
![@skhetpal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1445841848451305477.png) [@skhetpal](/creator/x/skhetpal) on [X](/post/tweet/1948018509297955213) 2025-07-23 13:52:59 UTC 20.5K followers, XXX engagements


"AVGO trades at 38x forward P/E close to its highest multiple ever and a XX% premium to its own 5-year average. This expansion was driven by a change in market perception of AVGO from a cyclical hardware-heavy semi company to a hybrid of a SaaS + semi company. The recent multiple expansion has largely been driven by excitement over AI as well"  
![@skhetpal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1445841848451305477.png) [@skhetpal](/creator/x/skhetpal) on [X](/post/tweet/1948018520618344713) 2025-07-23 13:53:02 UTC 20.5K followers, XXX engagements


"Broadcom has several risks: Apple represents XX% of revenue through iPhone chips hyperscale customers have been developing internal chip capabilities and XX% of revenue is tied to semis which have historically been cyclical. At its valuation expectations around AI are high"  
![@skhetpal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1445841848451305477.png) [@skhetpal](/creator/x/skhetpal) on [X](/post/tweet/1948018523219108092) 2025-07-23 13:53:03 UTC 20.5K followers, XXX engagements


"Roper Technologies is a serial acquirer that outperformed Berkshire Hathaway over 20+ years by buying software so boring that customers forget they pay for it. Here's how $ROP built its own version of Constellation Software's playbook:"  
![@skhetpal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1445841848451305477.png) [@skhetpal](/creator/x/skhetpal) on [X](/post/tweet/1941503347766571182) 2025-07-05 14:24:04 UTC 20.5K followers, 69.8K engagements


"They own these stocks in their current portfolio (@thetikr): Restaurant Brands International ($QSR) Mattel ($MAT) Berry Global Group ($BERY) Dollar Tree ($DLTR) SAP ($SAPG) Brookfield ($BN) Prairiesky Royalty ($PSK) Fairfax ($FFH) Alfa Laval ($ALFA) Elevance Health ($ELV)"  
![@skhetpal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1445841848451305477.png) [@skhetpal](/creator/x/skhetpal) on [X](/post/tweet/1700534575687143505) 2023-09-09 15:40:11 UTC 20.5K followers, 4571 engagements


"Using TIKRs valuation tool in an example base case which resembles Street expectations with multiple contraction back to 28x P/E we can earn a X% IRR. Theres upside if AI growth explodes with some analysts forecasting $50B in AI revenue by 2027 (from just $12B in 2024)"  
![@skhetpal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1445841848451305477.png) [@skhetpal](/creator/x/skhetpal) on [X](/post/tweet/1948018525295296524) 2025-07-23 13:53:03 UTC 20.5K followers, XXX engagements


"Since its 2016 IPO revenue has grown XX% annually while EBITDA grew at an incredible XX% CAGR with EBITDA margins expanding from XX% to XX% Analysts expect similar growth over the next X years with estimates forecasting XX% annual revenue growth and XX% annual EBITDA growth"  
![@skhetpal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1445841848451305477.png) [@skhetpal](/creator/x/skhetpal) on [X](/post/tweet/1936447643498201294) 2025-06-21 15:34:30 UTC 20.5K followers, XXX engagements


"ServiceNow is one of the best success stories in software. In 2011 it was a failing help desk tool XX days from bankruptcy. Today its a $195B company. You could have bought $NOW at an eye-watering 16x sales at IPO and still earned a 30%+ IRR. Lets dive in"  
![@skhetpal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1445841848451305477.png) [@skhetpal](/creator/x/skhetpal) on [X](/post/tweet/1944037125139177796) 2025-07-12 14:12:23 UTC 20.5K followers, 77.7K engagements


"Using TIKRs new valuation tool we can see what potential returns could be under bull/bear/base cases. In the base case we can earn an estimated XX% IRR. Build your own model for NOW in under XX seconds on TIKR"  
![@skhetpal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1445841848451305477.png) [@skhetpal](/creator/x/skhetpal) on [X](/post/tweet/1944037149302563254) 2025-07-12 14:12:29 UTC 20.5K followers, 1629 engagements


"The 2023 VMware acquisition transformed Broadcom's business model. Pure semiconductor companies face cyclical demand but software provides steady recurring revenue. VMware brought 375000 enterprise customers paying predictable annual fees smoothing out chip cycle volatility"  
![@skhetpal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1445841848451305477.png) [@skhetpal](/creator/x/skhetpal) on [X](/post/tweet/1948018515685822739) 2025-07-23 13:53:01 UTC 20.5K followers, XXX engagements


"Chuck Akre is only of the best quality investors delivering 15%+ annual returns since 2009 through his Three-Legged Stool framework by investing in compounding machines. His famous American Tower investment turned $XXXX into $XXX per share a XXX bagger Lets dive in"  
![@skhetpal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1445841848451305477.png) [@skhetpal](/creator/x/skhetpal) on [X](/post/tweet/1915067424807825707) 2025-04-23 15:37:08 UTC 20.5K followers, 16.6K engagements


"The company operates through three main workflow categories: X. IT Workflows (ITSM ITOM Security) X. Employee Workflows (HR Workplace Legal) X. Customer Workflows (CSM Field Service Finance) Plus Creator Workflows for custom applications all unified on one platform"  
![@skhetpal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1445841848451305477.png) [@skhetpal](/creator/x/skhetpal) on [X](/post/tweet/1944037133523587328) 2025-07-12 14:12:25 UTC 20.5K followers, 2219 engagements


"Today Brave Warrior manages over $4B and is concentrated in insurance and financials. Elevance Health TD Synnex Discover Financial Services OneMain Holdings and Fidelity National Financial are his top five positions making up over half of his portfolio. Source @theTIKR"  
![@skhetpal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1445841848451305477.png) [@skhetpal](/creator/x/skhetpal) on [X](/post/tweet/1918695725610754466) 2025-05-03 15:54:43 UTC 20.5K followers, 2368 engagements


"Fred Luddy founded ServiceNow in 2004 after his net worth went "from $35M to zero in an instant" when Peregrine collapsed due to accounting fraud (he was the CTO). At age XX he launched NOW from his house with zero resources but a vision for low-code workflow automation"  
![@skhetpal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1445841848451305477.png) [@skhetpal](/creator/x/skhetpal) on [X](/post/tweet/1944037126762319890) 2025-07-12 14:12:24 UTC 20.5K followers, 3678 engagements


"Richard White co-founded WiseTech Global for $75K in 1994 after teaching himself programming. XX years later WiseTech is worth $35B AUD delivering 2500%+ returns since its 2016 IPO by revolutionizing global logistics software. Here's how $WTC became the OS for global trade:"  
![@skhetpal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1445841848451305477.png) [@skhetpal](/creator/x/skhetpal) on [X](/post/tweet/1936447627085635604) 2025-06-21 15:34:26 UTC 20.5K followers, 11.5K engagements


"He pays little attention to macro noting that he has never seen anyone who could predict the economy/market with any consistency. He also doesnt invest in trends. Instead he uses a bottom-up approach focused on boring cheap companies whose growth wont get disrupted"  
![@skhetpal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1445841848451305477.png) [@skhetpal](/creator/x/skhetpal) on [X](/post/tweet/1918695723798806790) 2025-05-03 15:54:42 UTC 20.5K followers, 2375 engagements


"What makes Broadcom different is its focus on custom chips. Google's AI workload needs different chips than Meta's or OpenAI's. AVGO designs application-specific chips that are 2-3x more power efficient than general solutions like NVDA GPUs. It has XX% share in this segment"  
![@skhetpal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1445841848451305477.png) [@skhetpal](/creator/x/skhetpal) on [X](/post/tweet/1948018510723977330) 2025-07-23 13:53:00 UTC 20.5K followers, XXX engagements


"WiseTech competes against Oracle SAP Manhattan Associates and Descartes. However it wins through its scale end-to-end product and network effects. Since WTC has the largest customer base carriers prioritize integrating with it which attracts even more freight forwarders"  
![@skhetpal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1445841848451305477.png) [@skhetpal](/creator/x/skhetpal) on [X](/post/tweet/1936447638569898009) 2025-06-21 15:34:29 UTC 20.5K followers, XXX engagements


"I feel like I have a moral obligation to comment on this. This guy went to jail for a scam and is now trying to sell a stock research subscription to individual investors. I don't know if this will make a difference but it's worth it if even one person sees this and stays away"  
![@skhetpal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1445841848451305477.png) [@skhetpal](/creator/x/skhetpal) on [X](/post/tweet/1947780784187969683) 2025-07-22 22:08:21 UTC 20.5K followers, 33.5K engagements


"The stock trades at 49x next XX months EBITDA which is a X% premium to its avg since IPO but only X% above its 3-year avg. The valuation is a significant premium to closest peers Descartes at 25x NTM EBITDA and Manhattan Associates at 31x though WTC is growing much faster"  
![@skhetpal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1445841848451305477.png) [@skhetpal](/creator/x/skhetpal) on [X](/post/tweet/1936447647231180835) 2025-06-21 15:34:31 UTC 20.5K followers, 1461 engagements


"Broadcom's moat has three components: -Switching Costs: Custom designs lock in customers for 3-5 years -Technology Leadership: Over 20000 patents in networking and advanced chip packaging -Scale Economies: Spends $9B on R&D far more than smaller competitors like MRVL"  
![@skhetpal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1445841848451305477.png) [@skhetpal](/creator/x/skhetpal) on [X](/post/tweet/1948018514180104202) 2025-07-23 13:53:00 UTC 20.5K followers, XXX engagements


"Before the turnaround worked VMware tried to buy them for $2.5B in late 2011. The founder was set on exiting. But Doug Leone from Sequoia called and told him hes getting screwed and offered to buy shares to block the sale. IPO came XX months later and today its worth $195B"  
![@skhetpal Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1445841848451305477.png) [@skhetpal](/creator/x/skhetpal) on [X](/post/tweet/1944037138326335635) 2025-07-12 14:12:26 UTC 20.5K followers, 1745 engagements