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[@QualityReturn](/creator/twitter/QualityReturn)
"11 well-run companies below FAIR VALUE Ticker Stock Value $EPAM XXXXXX XXX $ACN XXXXXXX XXX $FDS XXXXXX XXX $COLM XXXXX XXXX $RHI XXXXX XXXX $ADBE XXXXXXX XXX $MORN XXXXXX XXX $BF.B XXXXXX XXXX $PYPL XXXXXX XXXX $BAH XXXXXX XXX $CRM XXXXXX 321"  
[X Link](https://x.com/QualityReturn/status/1968022549306200064) [@QualityReturn](/creator/x/QualityReturn) 2025-09-16T18:41Z XXX followers, XXX engagements


"11 well-run companies below FAIR VALUE Ticker Stock Value $EPAM XXXXXX XXX $ACN XXXXXXX XXX $FDS XXXXXX XXX $COLM XXXXX XXXX $RHI XXXXX XXXX $ADBE XXXXXXX XXX $MORN XXXXXX XXX $BF.B XXXXXX XXXX $PYPL XXXXXX XXXX $BAH XXXXXX XXX $CRM XXXXXX 321"  
[X Link](https://x.com/QualityReturn/status/1968317014759420061) [@QualityReturn](/creator/x/QualityReturn) 2025-09-17T14:12Z XXX followers, XXX engagements


"$MSCI in 5/6 Charts The ability to generate cash is phenomenal FCF and OE margins very consistent The FCF margin has soared from single digits to nearly XX% This demonstrates the ability to generate value for shareholders without a need for massive reinvestment"  
[X Link](https://x.com/QualityReturn/status/1970198913883005292) [@QualityReturn](/creator/x/QualityReturn) 2025-09-22T18:50Z XXX followers, XXX engagements


"S&P Ranking of NET INCOME / EMPLOYEE X. $VICI 99215185 X. $NVDA 2024444 XX. $META 841940 XX. $V 624778 XX. $AAPL 571561 XX. $XOM 552131 XX. $GOOGL 546129 XX. $MSFT 446632 XX. $MA 364703 XX. $UBER 316913 XX. $LLY 225319 XXX. $ADBE 181054"  
[X Link](https://x.com/QualityReturn/status/1974137113953161324) [@QualityReturn](/creator/x/QualityReturn) 2025-10-03T15:39Z XXX followers, XXX engagements


"S&P Ranking of NET INCOME / EMPLOYEE X. $VICI 99215185 X. $NVDA 2024444 XX. $META 841940 XX. $V 624778 XX. $AAPL 571561 XX. $XOM 552131 XX. $GOOGL 546129 XX. $MSFT 446632 XX. $MA 364703 XX. $UBER 316913 XX. $LLY 225319 XXX. $ADBE 181054"  
[X Link](https://x.com/QualityReturn/status/1974892339903807735) [@QualityReturn](/creator/x/QualityReturn) 2025-10-05T17:40Z XXX followers, XXX engagements


"$MUSA' stock is up 9x since 2013. A XXXX % CAGR in XX Charts. Murphy USA operates a focused high-volume low-margin retail business centered on motor fuel and convenience merchandise. Its entire model is predicated on operational efficiency and a unique strategic advantage"  
[X Link](https://x.com/QualityReturn/status/1975530797139476702) [@QualityReturn](/creator/x/QualityReturn) 2025-10-07T11:57Z XXX followers, XX engagements


"$MUSA in 1/10 charts A Wild Ride 📈 Revenue has surged with YoY growth hitting a massive XXXX% in '21 Total rev has jumped from 15B to over 20B While growth is impressive its volatility (down to -XX% in 2020) suggests a less predictable top line"  
[X Link](https://x.com/QualityReturn/status/1975546659078873341) [@QualityReturn](/creator/x/QualityReturn) 2025-10-07T13:00Z XXX followers, XX engagements


"$MUSA in 2/10 charts Very Efficient Rev / Employee has more than doubled since 2010 indicating strong operating efficiency Earns strong returns with ROIC averaging 18-20% recently This high ROIC and increasing efficiency points to a durable business"  
[X Link](https://x.com/QualityReturn/status/1975555208114500074) [@QualityReturn](/creator/x/QualityReturn) 2025-10-07T13:34Z XXX followers, XX engagements


"$MUSA in 6/10 charts Revenue Ride Rev is very volatile peaking sharply in 2022 due to high gas prices 2025 Q2 rev was $5B down XXX% from the prior year showing weakening sales volume Their total sales are heavily affected by price swings in the oil market"  
[X Link](https://x.com/QualityReturn/status/1975593460058009836) [@QualityReturn](/creator/x/QualityReturn) 2025-10-07T16:06Z XXX followers, XX engagements


"$MUSA in 7/10 charts Fuel Margin Magic Fuel margins (cents/gallon) are the biggest driver of profit (60% of GP) Despite lower volume Q2 2025 saw an improved total fuel margin of 32cpg When fuel margins are high even with flat sales MUSA posts strong profits"  
[X Link](https://x.com/QualityReturn/status/1975603274389856672) [@QualityReturn](/creator/x/QualityReturn) 2025-10-07T16:45Z XXX followers, XX engagements


"A XX % ROIC Company After A XX % Drop: Rational Opens Door for Bargain Hunters Which company can boast XX % ROIC for almost XX years Rational AG $RAA.DE"  
[X Link](https://x.com/QualityReturn/status/1966885583260696924) [@QualityReturn](/creator/x/QualityReturn) 2025-09-13T15:24Z XXX followers, XX engagements


"@IFB_podcast $MSCI was waaay overvalued in 2021. That's a given. By my calculations fair value increased XX % since 2021. Value up price down. Question is what return do you expect"  
[X Link](https://x.com/QualityReturn/status/1969079937983189239) [@QualityReturn](/creator/x/QualityReturn) 2025-09-19T16:43Z XXX followers, XXX engagements


"@JonNeuscheler X reasons against $RAA.DE X. ROIC has been falling for practically 20+ years; ROCE since 2009 X. Inventories are still elevated X. Valuation shorthands are lower but in line with history"  
[X Link](https://x.com/QualityReturn/status/1972695822971363687) [@QualityReturn](/creator/x/QualityReturn) 2025-09-29T16:11Z XXX followers, XXX engagements


"Real work backtest #3 is out: XXXX % CAGR over XX years. Capital started X. Turned into XXX These companies have been part of the portfolio at times: $DOV $EXPD $FAST $FBIN $FCN $FCX $FDS $FELE $FI $FICO $FIVE $FSS"  
[X Link](https://x.com/QualityReturn/status/1964356669942456732) [@QualityReturn](/creator/x/QualityReturn) 2025-09-06T15:55Z XXX followers, XXX engagements


"TOP10 S&P Companies with the highest NET INCOME / EMPLOYEE X. $VICI 99215185 X. $HST 4224242 X. $TPL 4089730 X. $EOG 2032698 X. $NVDA 2024444 X. $O 1839256 X. $MO 1816774 X. $FANG 1683308 X. $WELL 1389314 XX. $PLD 1380553"  
[X Link](https://x.com/QualityReturn/status/1973425287812751802) [@QualityReturn](/creator/x/QualityReturn) 2025-10-01T16:30Z XXX followers, XXX engagements


"TOP10 S&P Companies with the highest REVENUE / EMPLOYEE X. $VICI $142563148 X. $HST $34448485 X. $VLO $13121944 X. $CI $11604649 X. $WELL $11465136 X. $O $11263124 X. $PSX $10842273 X. $VTR $9888084 X. $MCK $8350023 XX. $MPC $7569235"  
[X Link](https://x.com/QualityReturn/status/1973425598208073788) [@QualityReturn](/creator/x/QualityReturn) 2025-10-01T16:31Z XXX followers, XX engagements


"TOP10 S&P Companies with the highest NET INCOME / EMPLOYEE X. $VICI 99215185 X. $HST 4224242 X. $TPL 4089730 X. $EOG 2032698 X. $NVDA 2024444 X. $O 1839256 X. $MO 1816774 X. $FANG 1683308 X. $WELL 1389314 XX. $PLD 1380553"  
[X Link](https://x.com/QualityReturn/status/1973757361165926909) [@QualityReturn](/creator/x/QualityReturn) 2025-10-02T14:30Z XXX followers, XXX engagements


"TOP10 S&P Companies with the highest REVENUE / EMPLOYEE X. $VICI $142563148 X. $HST $34448485 X. $VLO $13121944 X. $CI $11604649 X. $WELL $11465136 X. $O $11263124 X. $PSX $10842273 X. $VTR $9888084 X. $MCK $8350023 XX. $MPC $7569235"  
[X Link](https://x.com/QualityReturn/status/1974512587912913094) [@QualityReturn](/creator/x/QualityReturn) 2025-10-04T16:31Z XXX followers, XX engagements


"S&P Ranking of REVENUE / EMPLOYEE X. $VICI $142563148 X. $MCK $8350023 XX. $NVDA $3624917 XX. $AAPL $2384360 XX. $META $2220976 XX. $GOOGL $1909297 XX. $ANET $1587295 XX. $UBER $1414084 XXX. $VZ $1353293 XXX. $MSFT $1235632 XXX. $LLY $958355"  
[X Link](https://x.com/QualityReturn/status/1974906181488406680) [@QualityReturn](/creator/x/QualityReturn) 2025-10-05T18:35Z XXX followers, XX engagements


"8 IT / Marketing Agencies Below FAIR VALUE $Ticker Price Value % Below $EPAM XXXXX - XXX - XXXX $ACN XXXXX - XXX - XXXX $SAIC XXXXX - XXX - XX $OMC XXXX - XXXX - XXXX $FCN XXX - XXX - XXXX $CTSH XXXX - XXXX - XXXX $CDW XXX - XXX - XX $CACI XXX - XXX - 2.9"  
[X Link](https://x.com/QualityReturn/status/1969084572471345576) [@QualityReturn](/creator/x/QualityReturn) 2025-09-19T17:02Z XXX followers, XXX engagements


"$MUSA in 3/10 charts Is It Priced Right The P/E for 2024 (21) is much higher than its 10-year average The EV/Rev multiple has trended up peaking at 0.6x The market is pricing in a lot of future success making it look historically expensive"  
[X Link](https://x.com/QualityReturn/status/1975562254465835012) [@QualityReturn](/creator/x/QualityReturn) 2025-10-07T14:02Z XXX followers, XXX engagements


"$MUSA in 5/10 charts Reinvesting Profits Profit is strong but CapEx is near a high FCF Margin is X% in 2024 down from a high of XXX% in 2020 likely due to the high CapEx MUSA is channeling its profits into large capital investments slowing down FCF generation"  
[X Link](https://x.com/QualityReturn/status/1975569303836459467) [@QualityReturn](/creator/x/QualityReturn) 2025-10-07T14:30Z XXX followers, XX engagements


"$MUSA in 4/10 charts Cash Squeeze Concern Cash & Investments are near a 14-year low Current Ratio (a key liquidity measure) has dropped below X short-term liabilities exceed assets Investors should monitor cash flow to ensure near-term obligations can be met"  
[X Link](https://x.com/QualityReturn/status/1975573578935373850) [@QualityReturn](/creator/x/QualityReturn) 2025-10-07T14:47Z XXX followers, XX engagements


"$MUSA in 5/10 charts Reinvesting Profits Profit is strong but CapEx is near a high FCF Margin is X% in 2024 down from a high of X% in 2020 likely due to the high CapEx MUSA is channeling its profits into large capital investments slowing down FCF generation"  
[X Link](https://x.com/QualityReturn/status/1975584148711489956) [@QualityReturn](/creator/x/QualityReturn) 2025-10-07T15:29Z XXX followers, XX engagements


"$MUSA in 8/10 charts Profit Check 2024 Net Income was $500M a drop due to higher oper. expenses Merchandise sales are a stable growth area helping offset fuel dips Strong in-store sales are key to keeping overall profit levels resilient against fuel price volatility"  
[X Link](https://x.com/QualityReturn/status/1975613844249583725) [@QualityReturn](/creator/x/QualityReturn) 2025-10-07T17:27Z XXX followers, XX engagements


"$MUSA in 9/10 charts Cash is King FCF shows the real cash left after paying for operations and growth MUSA uses FCF for new store CapEx and significant share repurchases This large steady cash flow enables buybacks & investment in future store expansion"  
[X Link](https://x.com/QualityReturn/status/1975629698802782378) [@QualityReturn](/creator/x/QualityReturn) 2025-10-07T18:30Z XXX followers, XXX engagements


"$MUSA in 10/10 charts Store Growth Ahead Mgmt is ramping up construction with plans to build XX new stores Capital spending is expected to be high to support this massive expansion These investments in new stores are expected to significantly boost future earnings"  
[X Link](https://x.com/QualityReturn/status/1975640268075639146) [@QualityReturn](/creator/x/QualityReturn) 2025-10-07T19:12Z XXX followers, XXX 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.]

@QualityReturn "11 well-run companies below FAIR VALUE Ticker Stock Value $EPAM XXXXXX XXX $ACN XXXXXXX XXX $FDS XXXXXX XXX $COLM XXXXX XXXX $RHI XXXXX XXXX $ADBE XXXXXXX XXX $MORN XXXXXX XXX $BF.B XXXXXX XXXX $PYPL XXXXXX XXXX $BAH XXXXXX XXX $CRM XXXXXX 321"
X Link @QualityReturn 2025-09-16T18:41Z XXX followers, XXX engagements

"11 well-run companies below FAIR VALUE Ticker Stock Value $EPAM XXXXXX XXX $ACN XXXXXXX XXX $FDS XXXXXX XXX $COLM XXXXX XXXX $RHI XXXXX XXXX $ADBE XXXXXXX XXX $MORN XXXXXX XXX $BF.B XXXXXX XXXX $PYPL XXXXXX XXXX $BAH XXXXXX XXX $CRM XXXXXX 321"
X Link @QualityReturn 2025-09-17T14:12Z XXX followers, XXX engagements

"$MSCI in 5/6 Charts The ability to generate cash is phenomenal FCF and OE margins very consistent The FCF margin has soared from single digits to nearly XX% This demonstrates the ability to generate value for shareholders without a need for massive reinvestment"
X Link @QualityReturn 2025-09-22T18:50Z XXX followers, XXX engagements

"S&P Ranking of NET INCOME / EMPLOYEE X. $VICI 99215185 X. $NVDA 2024444 XX. $META 841940 XX. $V 624778 XX. $AAPL 571561 XX. $XOM 552131 XX. $GOOGL 546129 XX. $MSFT 446632 XX. $MA 364703 XX. $UBER 316913 XX. $LLY 225319 XXX. $ADBE 181054"
X Link @QualityReturn 2025-10-03T15:39Z XXX followers, XXX engagements

"S&P Ranking of NET INCOME / EMPLOYEE X. $VICI 99215185 X. $NVDA 2024444 XX. $META 841940 XX. $V 624778 XX. $AAPL 571561 XX. $XOM 552131 XX. $GOOGL 546129 XX. $MSFT 446632 XX. $MA 364703 XX. $UBER 316913 XX. $LLY 225319 XXX. $ADBE 181054"
X Link @QualityReturn 2025-10-05T17:40Z XXX followers, XXX engagements

"$MUSA' stock is up 9x since 2013. A XXXX % CAGR in XX Charts. Murphy USA operates a focused high-volume low-margin retail business centered on motor fuel and convenience merchandise. Its entire model is predicated on operational efficiency and a unique strategic advantage"
X Link @QualityReturn 2025-10-07T11:57Z XXX followers, XX engagements

"$MUSA in 1/10 charts A Wild Ride 📈 Revenue has surged with YoY growth hitting a massive XXXX% in '21 Total rev has jumped from 15B to over 20B While growth is impressive its volatility (down to -XX% in 2020) suggests a less predictable top line"
X Link @QualityReturn 2025-10-07T13:00Z XXX followers, XX engagements

"$MUSA in 2/10 charts Very Efficient Rev / Employee has more than doubled since 2010 indicating strong operating efficiency Earns strong returns with ROIC averaging 18-20% recently This high ROIC and increasing efficiency points to a durable business"
X Link @QualityReturn 2025-10-07T13:34Z XXX followers, XX engagements

"$MUSA in 6/10 charts Revenue Ride Rev is very volatile peaking sharply in 2022 due to high gas prices 2025 Q2 rev was $5B down XXX% from the prior year showing weakening sales volume Their total sales are heavily affected by price swings in the oil market"
X Link @QualityReturn 2025-10-07T16:06Z XXX followers, XX engagements

"$MUSA in 7/10 charts Fuel Margin Magic Fuel margins (cents/gallon) are the biggest driver of profit (60% of GP) Despite lower volume Q2 2025 saw an improved total fuel margin of 32cpg When fuel margins are high even with flat sales MUSA posts strong profits"
X Link @QualityReturn 2025-10-07T16:45Z XXX followers, XX engagements

"A XX % ROIC Company After A XX % Drop: Rational Opens Door for Bargain Hunters Which company can boast XX % ROIC for almost XX years Rational AG $RAA.DE"
X Link @QualityReturn 2025-09-13T15:24Z XXX followers, XX engagements

"@IFB_podcast $MSCI was waaay overvalued in 2021. That's a given. By my calculations fair value increased XX % since 2021. Value up price down. Question is what return do you expect"
X Link @QualityReturn 2025-09-19T16:43Z XXX followers, XXX engagements

"@JonNeuscheler X reasons against $RAA.DE X. ROIC has been falling for practically 20+ years; ROCE since 2009 X. Inventories are still elevated X. Valuation shorthands are lower but in line with history"
X Link @QualityReturn 2025-09-29T16:11Z XXX followers, XXX engagements

"Real work backtest #3 is out: XXXX % CAGR over XX years. Capital started X. Turned into XXX These companies have been part of the portfolio at times: $DOV $EXPD $FAST $FBIN $FCN $FCX $FDS $FELE $FI $FICO $FIVE $FSS"
X Link @QualityReturn 2025-09-06T15:55Z XXX followers, XXX engagements

"TOP10 S&P Companies with the highest NET INCOME / EMPLOYEE X. $VICI 99215185 X. $HST 4224242 X. $TPL 4089730 X. $EOG 2032698 X. $NVDA 2024444 X. $O 1839256 X. $MO 1816774 X. $FANG 1683308 X. $WELL 1389314 XX. $PLD 1380553"
X Link @QualityReturn 2025-10-01T16:30Z XXX followers, XXX engagements

"TOP10 S&P Companies with the highest REVENUE / EMPLOYEE X. $VICI $142563148 X. $HST $34448485 X. $VLO $13121944 X. $CI $11604649 X. $WELL $11465136 X. $O $11263124 X. $PSX $10842273 X. $VTR $9888084 X. $MCK $8350023 XX. $MPC $7569235"
X Link @QualityReturn 2025-10-01T16:31Z XXX followers, XX engagements

"TOP10 S&P Companies with the highest NET INCOME / EMPLOYEE X. $VICI 99215185 X. $HST 4224242 X. $TPL 4089730 X. $EOG 2032698 X. $NVDA 2024444 X. $O 1839256 X. $MO 1816774 X. $FANG 1683308 X. $WELL 1389314 XX. $PLD 1380553"
X Link @QualityReturn 2025-10-02T14:30Z XXX followers, XXX engagements

"TOP10 S&P Companies with the highest REVENUE / EMPLOYEE X. $VICI $142563148 X. $HST $34448485 X. $VLO $13121944 X. $CI $11604649 X. $WELL $11465136 X. $O $11263124 X. $PSX $10842273 X. $VTR $9888084 X. $MCK $8350023 XX. $MPC $7569235"
X Link @QualityReturn 2025-10-04T16:31Z XXX followers, XX engagements

"S&P Ranking of REVENUE / EMPLOYEE X. $VICI $142563148 X. $MCK $8350023 XX. $NVDA $3624917 XX. $AAPL $2384360 XX. $META $2220976 XX. $GOOGL $1909297 XX. $ANET $1587295 XX. $UBER $1414084 XXX. $VZ $1353293 XXX. $MSFT $1235632 XXX. $LLY $958355"
X Link @QualityReturn 2025-10-05T18:35Z XXX followers, XX engagements

"8 IT / Marketing Agencies Below FAIR VALUE $Ticker Price Value % Below $EPAM XXXXX - XXX - XXXX $ACN XXXXX - XXX - XXXX $SAIC XXXXX - XXX - XX $OMC XXXX - XXXX - XXXX $FCN XXX - XXX - XXXX $CTSH XXXX - XXXX - XXXX $CDW XXX - XXX - XX $CACI XXX - XXX - 2.9"
X Link @QualityReturn 2025-09-19T17:02Z XXX followers, XXX engagements

"$MUSA in 3/10 charts Is It Priced Right The P/E for 2024 (21) is much higher than its 10-year average The EV/Rev multiple has trended up peaking at 0.6x The market is pricing in a lot of future success making it look historically expensive"
X Link @QualityReturn 2025-10-07T14:02Z XXX followers, XXX engagements

"$MUSA in 5/10 charts Reinvesting Profits Profit is strong but CapEx is near a high FCF Margin is X% in 2024 down from a high of XXX% in 2020 likely due to the high CapEx MUSA is channeling its profits into large capital investments slowing down FCF generation"
X Link @QualityReturn 2025-10-07T14:30Z XXX followers, XX engagements

"$MUSA in 4/10 charts Cash Squeeze Concern Cash & Investments are near a 14-year low Current Ratio (a key liquidity measure) has dropped below X short-term liabilities exceed assets Investors should monitor cash flow to ensure near-term obligations can be met"
X Link @QualityReturn 2025-10-07T14:47Z XXX followers, XX engagements

"$MUSA in 5/10 charts Reinvesting Profits Profit is strong but CapEx is near a high FCF Margin is X% in 2024 down from a high of X% in 2020 likely due to the high CapEx MUSA is channeling its profits into large capital investments slowing down FCF generation"
X Link @QualityReturn 2025-10-07T15:29Z XXX followers, XX engagements

"$MUSA in 8/10 charts Profit Check 2024 Net Income was $500M a drop due to higher oper. expenses Merchandise sales are a stable growth area helping offset fuel dips Strong in-store sales are key to keeping overall profit levels resilient against fuel price volatility"
X Link @QualityReturn 2025-10-07T17:27Z XXX followers, XX engagements

"$MUSA in 9/10 charts Cash is King FCF shows the real cash left after paying for operations and growth MUSA uses FCF for new store CapEx and significant share repurchases This large steady cash flow enables buybacks & investment in future store expansion"
X Link @QualityReturn 2025-10-07T18:30Z XXX followers, XXX engagements

"$MUSA in 10/10 charts Store Growth Ahead Mgmt is ramping up construction with plans to build XX new stores Capital spending is expected to be high to support this massive expansion These investments in new stores are expected to significantly boost future earnings"
X Link @QualityReturn 2025-10-07T19:12Z XXX followers, XXX engagements

creator/twitter::1579902700547866624/posts
/creator/twitter::1579902700547866624/posts