[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.] [@WisedelCapital](/creator/twitter/WisedelCapital) "$ASML updated FV & investment criteria snapshot Actual score: XX Previous score: XX FCF conversion fell XXX% to XX% in 2Q25 nothing to worry still excellent cash conversion Fair value slightly updated to $XXX from $XXX Still my largest holding XX% of my portfolio"  [@WisedelCapital](/creator/x/WisedelCapital) on [X](/post/tweet/1947509945554829606) 2025-07-22 04:12:08 UTC XXX followers, 1035 engagements "$MSCI FV update post 2Q25: Slight adjustment to $XXX from $XXX. Quality score remains strong at XX Historically companies with this score have delivered a remarkable XXXX% CAGR since '16 Key question for me below 👇"  [@WisedelCapital](/creator/x/WisedelCapital) on [X](/post/tweet/1949248668508344561) 2025-07-26 23:21:12 UTC XXX followers, XXX engagements "3 things come to mind: X. Days where $GOOGL traded XX fwd P/E are over. glad I built a top X position. X. #GoogleCloud shows operating leverage at its finest expanding margins significantly. X. More CAPEX at high ROCE = greater shareholder value for the patient investors"  [@WisedelCapital](/creator/x/WisedelCapital) on [X](/post/tweet/1948590065489240283) 2025-07-25 03:44:09 UTC XXX followers, XX engagements "(1) They'll need to maintain steady or gradually accelerate asset management subscription run rate or (2) continue to drive faster growth with non-active client base where significant liquidity offers a strong tailwind"  [@WisedelCapital](/creator/x/WisedelCapital) on [X](/post/tweet/1949248671985385640) 2025-07-26 23:21:13 UTC XXX followers, XX engagements "For this reason I've made a slight adjustment in my FV P/E for $MSCI. To better reflect the scenario in which these growth levers don't fully materialize leading to continued revenue deceleration. However I'd feel comfortable adding $XXX due to it's durable quality"  [@WisedelCapital](/creator/x/WisedelCapital) on [X](/post/tweet/1949248673348571583) 2025-07-26 23:21:13 UTC XXX followers, XX engagements "@DimitryNakhla Ive been adding to it in recent days $MELI score in my investing methodology is one of the highest"  [@WisedelCapital](/creator/x/WisedelCapital) on [X](/post/tweet/1946639103811801523) 2025-07-19 18:31:43 UTC XXX followers, XXX engagements "@TheLongAJ Definitely X% is good growth I guarantee that if it declines to X% $MSCI will not trade anywhere where it is today Look at what happened during late XX & XX growth deceleration to low double digits and high single digits with a BIG re rate to 35-40 & 35P/E respectively"  [@WisedelCapital](/creator/x/WisedelCapital) on [X](/post/tweet/1948013612217340112) 2025-07-23 13:33:32 UTC XXX followers, XX engagements "FV increased for $GOOGL to $XXX after a standout second quater. "Gemini app now has more than XXX million monthly active users and we continue to see strong growth and engagement with daily requests growing over XX% from Q1" -Sundar Pichai"  [@WisedelCapital](/creator/x/WisedelCapital) on [X](/post/tweet/1949613470447513679) 2025-07-27 23:30:48 UTC XXX followers, XX engagements "@Quality_stocksA Excited for $MSCI & $GOOGL reports"  [@WisedelCapital](/creator/x/WisedelCapital) on [X](/post/tweet/1947032765297226110) 2025-07-20 20:36:00 UTC XXX followers, XXX engagements "During next couple of days I'll share my updated FVs for $MSCI $GOOGL & $KNSL Stay tuned"  [@WisedelCapital](/creator/x/WisedelCapital) on [X](/post/tweet/1948591087573987806) 2025-07-25 03:48:13 UTC XXX followers, XXX engagements "During next couple of days I'll share $MSCI updated FV. In the meantime something to think about. How much can MSCI's fat margins recurring revenues & high retention sustain a premium multiple while Organic Subscription Run Rate continues to decelerate"  [@WisedelCapital](/creator/x/WisedelCapital) on [X](/post/tweet/1947875658732081460) 2025-07-23 04:25:21 UTC XXX followers, XXX engagements "Imagine a company with: - 5Y EPS CAGR of XX% - Net income margin of XX% - Expected to continue growing at XX% in the long term - Valuation has compressed by X% per year since '21 - You can buy it today for a XXXX FWD P/E Just imagine it. $GOOGL"  [@WisedelCapital](/creator/x/WisedelCapital) on [X](/post/tweet/1949610333909229689) 2025-07-27 23:18:20 UTC XXX followers, XX engagements "@InvestInAssets No one wants to hold + add when stock drops 50%"  [@WisedelCapital](/creator/x/WisedelCapital) on [X](/post/tweet/1948793042816676076) 2025-07-25 17:10:42 UTC XXX followers, XX engagements ""AI is positively impacting every part of the business" $GOOGL Despite the "death of search" narratives the business keeps on growing. attached you have everything you need to know about the recent 2Q25 ER of $GOOGL My opinon below 👇👇"  [@WisedelCapital](/creator/x/WisedelCapital) on [X](/post/tweet/1948590062238597381) 2025-07-25 03:44:08 UTC XXX followers, XX engagements "@DimitryNakhla What happened to your $ZTS position Its currently my smallest holding and Im thinking of selling it to increase higher conviction holdings"  [@WisedelCapital](/creator/x/WisedelCapital) on [X](/post/tweet/1943347335838470335) 2025-07-10 16:31:25 UTC XXX followers, XXX engagements "@Stock_Opine Have it in my watchlist Do you hold it I currently have a very small position in $ZTS but Im thinking of selling out of it for higher conviction companies like $ASML $MELI and $GOOGL"  [@WisedelCapital](/creator/x/WisedelCapital) on [X](/post/tweet/1949675848350486534) 2025-07-28 03:38:40 UTC XXX followers, XXX engagements "Excited for tomorrow's $MSCI 2Q25 results Current FV around 460s Avg. cost is around $XXX. Would love to add to it between $450-500 level. What do you think about $MSCI"  [@WisedelCapital](/creator/x/WisedelCapital) on [X](/post/tweet/1947519864777633913) 2025-07-22 04:51:33 UTC XXX followers, 1554 engagements "@cardiocapital @themattharbaugh Hi CC Thanks for sharing some more For me $PAYC currently stands at around FV for sure Oakmark sold in the $250-260s level. However I don't think that it was very expensive at that time :)"  [@WisedelCapital](/creator/x/WisedelCapital) on [X](/post/tweet/1947495964601631132) 2025-07-22 03:16:35 UTC XXX followers, XX engagements "Active asset managers (50% of client base) is growing steadily at X% other XX% (banks hedge funds and asset owners) is growing at 11.5%. Current $MSCI revenues sits X% for them to accelerate growth X things will need to happen"  [@WisedelCapital](/creator/x/WisedelCapital) on [X](/post/tweet/1949248670349607079) 2025-07-26 23:21:12 UTC XXX followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@WisedelCapital
"$ASML updated FV & investment criteria snapshot Actual score: XX Previous score: XX FCF conversion fell XXX% to XX% in 2Q25 nothing to worry still excellent cash conversion Fair value slightly updated to $XXX from $XXX Still my largest holding XX% of my portfolio"
@WisedelCapital on X 2025-07-22 04:12:08 UTC XXX followers, 1035 engagements
"$MSCI FV update post 2Q25: Slight adjustment to $XXX from $XXX. Quality score remains strong at XX Historically companies with this score have delivered a remarkable XXXX% CAGR since '16 Key question for me below 👇" @WisedelCapital on X 2025-07-26 23:21:12 UTC XXX followers, XXX engagements
"3 things come to mind: X. Days where $GOOGL traded XX fwd P/E are over. glad I built a top X position. X. #GoogleCloud shows operating leverage at its finest expanding margins significantly. X. More CAPEX at high ROCE = greater shareholder value for the patient investors" @WisedelCapital on X 2025-07-25 03:44:09 UTC XXX followers, XX engagements
"(1) They'll need to maintain steady or gradually accelerate asset management subscription run rate or (2) continue to drive faster growth with non-active client base where significant liquidity offers a strong tailwind" @WisedelCapital on X 2025-07-26 23:21:13 UTC XXX followers, XX engagements
"For this reason I've made a slight adjustment in my FV P/E for $MSCI. To better reflect the scenario in which these growth levers don't fully materialize leading to continued revenue deceleration. However I'd feel comfortable adding $XXX due to it's durable quality" @WisedelCapital on X 2025-07-26 23:21:13 UTC XXX followers, XX engagements
"@DimitryNakhla Ive been adding to it in recent days $MELI score in my investing methodology is one of the highest" @WisedelCapital on X 2025-07-19 18:31:43 UTC XXX followers, XXX engagements
"@TheLongAJ Definitely X% is good growth I guarantee that if it declines to X% $MSCI will not trade anywhere where it is today Look at what happened during late XX & XX growth deceleration to low double digits and high single digits with a BIG re rate to 35-40 & 35P/E respectively" @WisedelCapital on X 2025-07-23 13:33:32 UTC XXX followers, XX engagements
"FV increased for $GOOGL to $XXX after a standout second quater. "Gemini app now has more than XXX million monthly active users and we continue to see strong growth and engagement with daily requests growing over XX% from Q1" -Sundar Pichai" @WisedelCapital on X 2025-07-27 23:30:48 UTC XXX followers, XX engagements
"@Quality_stocksA Excited for $MSCI & $GOOGL reports" @WisedelCapital on X 2025-07-20 20:36:00 UTC XXX followers, XXX engagements
"During next couple of days I'll share my updated FVs for $MSCI $GOOGL & $KNSL Stay tuned" @WisedelCapital on X 2025-07-25 03:48:13 UTC XXX followers, XXX engagements
"During next couple of days I'll share $MSCI updated FV. In the meantime something to think about. How much can MSCI's fat margins recurring revenues & high retention sustain a premium multiple while Organic Subscription Run Rate continues to decelerate" @WisedelCapital on X 2025-07-23 04:25:21 UTC XXX followers, XXX engagements
"Imagine a company with: - 5Y EPS CAGR of XX% - Net income margin of XX% - Expected to continue growing at XX% in the long term - Valuation has compressed by X% per year since '21 - You can buy it today for a XXXX FWD P/E Just imagine it. $GOOGL" @WisedelCapital on X 2025-07-27 23:18:20 UTC XXX followers, XX engagements
"@InvestInAssets No one wants to hold + add when stock drops 50%" @WisedelCapital on X 2025-07-25 17:10:42 UTC XXX followers, XX engagements
""AI is positively impacting every part of the business" $GOOGL Despite the "death of search" narratives the business keeps on growing. attached you have everything you need to know about the recent 2Q25 ER of $GOOGL My opinon below 👇👇" @WisedelCapital on X 2025-07-25 03:44:08 UTC XXX followers, XX engagements
"@DimitryNakhla What happened to your $ZTS position Its currently my smallest holding and Im thinking of selling it to increase higher conviction holdings" @WisedelCapital on X 2025-07-10 16:31:25 UTC XXX followers, XXX engagements
"@Stock_Opine Have it in my watchlist Do you hold it I currently have a very small position in $ZTS but Im thinking of selling out of it for higher conviction companies like $ASML $MELI and $GOOGL" @WisedelCapital on X 2025-07-28 03:38:40 UTC XXX followers, XXX engagements
"Excited for tomorrow's $MSCI 2Q25 results Current FV around 460s Avg. cost is around $XXX. Would love to add to it between $450-500 level. What do you think about $MSCI" @WisedelCapital on X 2025-07-22 04:51:33 UTC XXX followers, 1554 engagements
"@cardiocapital @themattharbaugh Hi CC Thanks for sharing some more For me $PAYC currently stands at around FV for sure Oakmark sold in the $250-260s level. However I don't think that it was very expensive at that time :)" @WisedelCapital on X 2025-07-22 03:16:35 UTC XXX followers, XX engagements
"Active asset managers (50% of client base) is growing steadily at X% other XX% (banks hedge funds and asset owners) is growing at 11.5%. Current $MSCI revenues sits X% for them to accelerate growth X things will need to happen" @WisedelCapital on X 2025-07-26 23:21:12 UTC XXX followers, XX engagements