[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.] [@themattharbaugh](/creator/twitter/themattharbaugh) "Im big on investing in businesses with little to no debt which made me hesitant at first when investing in $MSCI. But as you mentioned the high recurring revenue essential need of the product and predictable cash flows helped me accept a bit more leverage. It is an area I check every quarter"  [@themattharbaugh](/creator/x/themattharbaugh) on [X](/post/tweet/1941678239887347747) 2025-07-06 01:59:01 UTC 2875 followers, XXX engagements "New newsletter is out Imagine buying $COST at $XX. Today $COST trades around $1000 Many thought Costco was expensive but Nick Sleep saw something that no one else did A perpetual growth machine. Insights on Nick Sleep's investment pitch on $COST below"  [@themattharbaugh](/creator/x/themattharbaugh) on [X](/post/tweet/1944005425164169717) 2025-07-12 12:06:25 UTC 2882 followers, 3316 engagements "1. Apple $AAPL ROIC: XXXX% Apple makes consumer electronics and services built around the IOS ecosystem From the iPhone to the Mac Apple has created a seamless ecosystem that "It just works.""  [@themattharbaugh](/creator/x/themattharbaugh) on [X](/post/tweet/1940019152787243090) 2025-07-01 12:06:24 UTC 2875 followers, XXX engagements "Akre Focus Fund top XX holdings as of Q2 2025 $CSU $MA $V $BN $KKR $MCO $ROP $TOI $CSGP $ORLY"  [@themattharbaugh](/creator/x/themattharbaugh) on [X](/post/tweet/1945438869970690320) 2025-07-16 11:02:25 UTC 2881 followers, 2304 engagements "2. Booking Holdings $BKNG ROIC: XXXX% Booking Holdings is the leading provider of online travel services It is the parent company of: Kayak OpenTable Priceline Agoda Rentalcars Hospitality with scale"  [@themattharbaugh](/creator/x/themattharbaugh) on [X](/post/tweet/1940019160597004318) 2025-07-01 12:06:26 UTC 2875 followers, XXX engagements "Bill Ackman on $GOOG $GOOGL "Despite tremendous business momentum Alphabet still trades at around 18x earnings a highly discounted valuation for a business of its quality and growth prospects. As the company executes on its AI potential and margin expansion opportunity to drive rapid earnings growth we expect its share price will increase to better reflect its strong underlying business fundamentals.""  [@themattharbaugh](/creator/x/themattharbaugh) on [X](/post/tweet/1929872322871079172) 2025-06-03 12:06:31 UTC 2878 followers, 124.4K engagements "Dev Kantesaria on how AI will affect $FICO $SPGI $MCO "As it relates to displacement of things like FICO consumer credit scores Moody's ratings S&P ratings- they're toll collectors. they're stamps of approval.""  [@themattharbaugh](/creator/x/themattharbaugh) on [X](/post/tweet/1942555871705182625) 2025-07-08 12:06:25 UTC 2881 followers, 14.1K engagements "Lots of wisdom in Ted Weschlers final letter to Peninsula Capital investors before starting at Berkshire Hathaway"  [@themattharbaugh](/creator/x/themattharbaugh) on [X](/post/tweet/1944895268899455348) 2025-07-14 23:02:21 UTC 2881 followers, 1354 engagements "4. Evolution Gaming $EVO $EVVTY ROIC: XXXX% Evolution develops produces markets and licenses live casino games and services to online gaming operators They are a leading provider in the rapidly growing online gambling industry"  [@themattharbaugh](/creator/x/themattharbaugh) on [X](/post/tweet/1940019175788802444) 2025-07-01 12:06:29 UTC 2871 followers, XXX engagements "4 reasons why Dev Kantesaria invested in $ASML X. ASMLs value prop: "lithography machines that perform with fidelity and precision and with no defects and waste" X. Its hard to replicate ASMLs technology: ASML is XX years ahead of any competitor. X. New semi supercycle: Entering a new semiconductor supercycle driven by AI and we expect ASML to be a direct beneficiary of that. X. ASML is cheap: This is our cheapest name trading at close to a XXX% free-cash-flow yield we expect free cash flow to increase at a high-teens to low-20% annual rate over the next decade we consider the valuation and"  [@themattharbaugh](/creator/x/themattharbaugh) on [X](/post/tweet/1945092578652602749) 2025-07-15 12:06:23 UTC 2881 followers, 2497 engagements "Giverny Capital Top XX Holdings as of Q1 2025 $CSU $GOOGL $GOOG $META $ANET $PGR $SCHW $HEI $KNSL $BRKB $MEDP"  [@themattharbaugh](/creator/x/themattharbaugh) on [X](/post/tweet/1917277805546533224) 2025-04-29 18:00:24 UTC 2877 followers, 14.6K engagements "Conestoga Top XX Holdings as of Q1 $ROL $HEI $VRSK $WCN $CPRT $TYL $FTNT $ROP $CSGP $IT Do you own any of these"  [@themattharbaugh](/creator/x/themattharbaugh) on [X](/post/tweet/1924503415591194802) 2025-05-19 16:32:24 UTC 2881 followers, 4662 engagements "Counterpoint Global on AI tailwinds "Our analysis of AI beneficiaries highlights potential margin capture that consensus estimates have yet to fully consider." $ASML $ITRI $WCN $AXON $UNP $ECL $AUR $SYM $CTAS $SHAK"  [@themattharbaugh](/creator/x/themattharbaugh) on [X](/post/tweet/1940826974496112907) 2025-07-03 17:36:24 UTC 2881 followers, 4151 engagements "Nick Sleep on how the market underestimates compounding machines like $WMT "The market struggled to appreciate the magnitude of the business' success.""  [@themattharbaugh](/creator/x/themattharbaugh) on [X](/post/tweet/1943461839842533441) 2025-07-11 00:06:25 UTC 2882 followers, 3580 engagements "Ken Burke on investing in $UBER in Q2 2025 "Autonomous driving creates both an overhang of uncertainty and a potential opportunity for Uber. I think that when we look back at how this market develops in the years to come this will prove to be an opportunity.""  [@themattharbaugh](/creator/x/themattharbaugh) on [X](/post/tweet/1944797120654881167) 2025-07-14 16:32:20 UTC 2881 followers, 4401 engagements "If you liked this you will love my newsletter I share ideas on quality-focused investing for long-term investors Subscribe for investment write-ups portfolio updates and investment wisdom from the greats"  [@themattharbaugh](/creator/x/themattharbaugh) on [X](/post/tweet/1944751487013269585) 2025-07-14 13:31:00 UTC 2882 followers, XXX engagements "Bill Ackman on $BN valuation "Considering the composition of BNs future cash flows and using a weighted-average multiple we anticipate Brookfield should generate 25%-plus compounded returns for shareholders assuming conservative assumptions on an exit-multiple for the business.""  [@themattharbaugh](/creator/x/themattharbaugh) on [X](/post/tweet/1944714092914082103) 2025-07-14 11:02:25 UTC 2881 followers, 12.7K engagements "The better the management team the more you trust their M&A decisions A great manager can improve the quality of the business That's why one should invest alongside great capital allocators who think long-term $CSU"  [@themattharbaugh](/creator/x/themattharbaugh) on [X](/post/tweet/1945115654190731461) 2025-07-15 13:38:05 UTC 2881 followers, 2511 engagements "June Portfolio Update Added: $MSCI $ADBE $EVVTY +3% in June +11.25% YTD +26.79% 1Y Top X Holdings (70% of portfolio): X. $META X. $PAYC X. $FTNT X. $EVVTY X. $GOOGL"  [@themattharbaugh](/creator/x/themattharbaugh) on [X](/post/tweet/1940102183694799117) 2025-07-01 17:36:20 UTC 2882 followers, 3856 engagements "5. Paycom Software $PAYC ROIC: XXXX% Paycom is a cloud-based HCM provider built on a single-database software that helps businesses automate payroll time management and taxes Signature products include BETI and GONE XX% recurring revenues with XX% client retention"  [@themattharbaugh](/creator/x/themattharbaugh) on [X](/post/tweet/1940019183233761670) 2025-07-01 12:06:31 UTC 2871 followers, XXX engagements "The $FICO Standard "FICO scores are the de facto standard and are cheap and ubiquitous making it difficult for others to compete. Fair Isaac has over XX% dollar-share of the market A FICO mortgage score that costs $X today could easily be $X $X $XX or even $XX in the future. -Dev Kantesaria Dev initially invested in FICO when he saw the business change its pricing strategy. Previously relying on volume growth FICO changed its pricing strategy to a royalty system earning a higher fixed fee on each FICO Score produced. This gave FICO the ability to improve pricing power and become a toll"  [@themattharbaugh](/creator/x/themattharbaugh) on [X](/post/tweet/1942177396406284679) 2025-07-07 11:02:29 UTC 2878 followers, XXX engagements "@BramVGenechten I think it's a great business Haven't run a valuation on it yet but I admire their competitive advantages"  [@themattharbaugh](/creator/x/themattharbaugh) on [X](/post/tweet/1945093470059626619) 2025-07-15 12:09:56 UTC 2878 followers, XX engagements "Posted a short newsletter sharing Polen Capital's thoughts on global compounders $ASML $LVMH $MC.PA $MELI $CSL Find it here"  [@themattharbaugh](/creator/x/themattharbaugh) on [X](/post/tweet/1941468717335867847) 2025-07-05 12:06:27 UTC 2875 followers, 1655 engagements "Bill Nygren buys $NKE and $AMZN Increased his holdings in $ABNB $CG and $GEHC Sold $KR Trimmed $AIG $CTVA $CVS and $KVUE"  [@themattharbaugh](/creator/x/themattharbaugh) on [X](/post/tweet/1942985204324307231) 2025-07-09 16:32:26 UTC 2875 followers, 4616 engagements "Concentrate your portfolio in 10-12 high-quality names "We believe holding a concentrated portfolio of high-quality businesses is the best way to outperform the market over the long run. -Dev Kantesaria The more stocks you hold the more difficult it becomes to track. Many investors hold more than XX stocks because it gives them comfort but comfort can come with a cost which is underperformance. The key is to follow Warren Buffetts punch card approach. If you had only XX businesses (punches) to invest in your life you would be very selective on the type of businesses you own and focus only on"  [@themattharbaugh](/creator/x/themattharbaugh) on [X](/post/tweet/1942177389150101671) 2025-07-07 11:02:28 UTC 2878 followers, XXX engagements "Dev Kantesaria has crushed the market His fund Valley Forge Capital Management has earned XX% compounded returns since 2007 Here's how Dev Kantesraria invests in high-quality businesses to beat the market 🧵"  [@themattharbaugh](/creator/x/themattharbaugh) on [X](/post/tweet/1942177367729885475) 2025-07-07 11:02:23 UTC 2880 followers, 7140 engagements "Chris Hohn on $MCO "Investors have always underestimated its value including myself.""  [@themattharbaugh](/creator/x/themattharbaugh) on [X](/post/tweet/1945175626509337082) 2025-07-15 17:36:23 UTC 2881 followers, XXX engagements "Is $PRM the next $TDG Mindset Capital on $PRM "Perimeter has a monopoly on fighting fires. small advantages in pricing power have been shown to bring incredible returns to investors as Transdigm has shown us. The same may be in store in the long run for investors.""  [@themattharbaugh](/creator/x/themattharbaugh) on [X](/post/tweet/1924782757705592858) 2025-05-20 11:02:24 UTC 2881 followers, 14.7K engagements "Li Lu on his investment philosophy "For the most part you don't have to do a thing other than be amused. Once in a while you will find a 'fat pitch' that is slow straight and right in the middle of your sweet spot. Then you swing hard.""  [@themattharbaugh](/creator/x/themattharbaugh) on [X](/post/tweet/1944450849847099396) 2025-07-13 17:36:23 UTC 2875 followers, 1796 engagements "Terry Smith on $NVO sell-off Fundsmith has returned -XXX% YTD"  [@themattharbaugh](/creator/x/themattharbaugh) on [X](/post/tweet/1942638932094566840) 2025-07-08 17:36:28 UTC 2882 followers, 26.1K engagements "Terry Smith buys $EL.PA (EssilorLuxottica) and sells out of $BFB (Brown-Forman)"  [@themattharbaugh](/creator/x/themattharbaugh) on [X](/post/tweet/1940087019884941432) 2025-07-01 16:36:05 UTC 2881 followers, 6208 engagements "Lakehouse Fund top XX holdings (68% of the portfolio) as of June 2025 $MELI $AMZN $SNSNF $SE $ADYEN $KXS $GOOG $GOOGL $SCHW $HMNTY $WIX"  [@themattharbaugh](/creator/x/themattharbaugh) on [X](/post/tweet/1935028798883278907) 2025-06-17 17:36:31 UTC 2878 followers, 4410 engagements "If you liked this you will love my newsletter I share ideas on quality-focused investing for long-term investors Subscribe for investment write-ups portfolio updates and investment wisdom from the greats"  [@themattharbaugh](/creator/x/themattharbaugh) on [X](/post/tweet/1944577854345224427) 2025-07-14 02:01:03 UTC 2875 followers, XXX engagements "Lindsell Train on $FICO monopoly "Underpinning almost the entire US consumer credit market few businesses own such systemic IP. The FICO score is the sole measure of credit risk used in over XX% of US mortgage secruitisations.""  [@themattharbaugh](/creator/x/themattharbaugh) on [X](/post/tweet/1943280660539466042) 2025-07-10 12:06:28 UTC 2881 followers, 8028 engagements "Bill Ackman on investing in $FNMA $FMCC "President Trump has publicly committed to privatizing Fannie and Freddie. we believe Fannie and Freddie common shares will be worth a large multiple of today's trading prices if this likely privatization path occurs.""  [@themattharbaugh](/creator/x/themattharbaugh) on [X](/post/tweet/1942903149599068226) 2025-07-09 11:06:22 UTC 2875 followers, 15.7K engagements "@TacticzH Agree I also want to see what he did with his $FICO and $EFX position"  [@themattharbaugh](/creator/x/themattharbaugh) on [X](/post/tweet/1942263214642704397) 2025-07-07 16:43:30 UTC 2875 followers, XXX engagements "Oakmark on investing in $ABNB in 1Q25 "The company benefits from a strong network effect between its guests and hosts. We believe there is a long growth runway as global travel is an attractive market and alternative accommodations have been taking share.""  [@themattharbaugh](/creator/x/themattharbaugh) on [X](/post/tweet/1941535636466319651) 2025-07-05 16:32:22 UTC 2875 followers, 2838 engagements "Franois Rochon on $CSU "You're struck by the transparency the focus the humility and the authenticity. We're not being sold but are treated like partners.""  [@themattharbaugh](/creator/x/themattharbaugh) on [X](/post/tweet/1943363690834649410) 2025-07-10 17:36:24 UTC 2878 followers, 1380 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.]
@themattharbaugh
"Im big on investing in businesses with little to no debt which made me hesitant at first when investing in $MSCI. But as you mentioned the high recurring revenue essential need of the product and predictable cash flows helped me accept a bit more leverage. It is an area I check every quarter"
@themattharbaugh on X 2025-07-06 01:59:01 UTC 2875 followers, XXX engagements
"New newsletter is out Imagine buying $COST at $XX. Today $COST trades around $1000 Many thought Costco was expensive but Nick Sleep saw something that no one else did A perpetual growth machine. Insights on Nick Sleep's investment pitch on $COST below" @themattharbaugh on X 2025-07-12 12:06:25 UTC 2882 followers, 3316 engagements
"1. Apple $AAPL ROIC: XXXX% Apple makes consumer electronics and services built around the IOS ecosystem From the iPhone to the Mac Apple has created a seamless ecosystem that "It just works."" @themattharbaugh on X 2025-07-01 12:06:24 UTC 2875 followers, XXX engagements
"Akre Focus Fund top XX holdings as of Q2 2025 $CSU $MA $V $BN $KKR $MCO $ROP $TOI $CSGP $ORLY" @themattharbaugh on X 2025-07-16 11:02:25 UTC 2881 followers, 2304 engagements
"2. Booking Holdings $BKNG ROIC: XXXX% Booking Holdings is the leading provider of online travel services It is the parent company of: Kayak OpenTable Priceline Agoda Rentalcars Hospitality with scale" @themattharbaugh on X 2025-07-01 12:06:26 UTC 2875 followers, XXX engagements
"Bill Ackman on $GOOG $GOOGL "Despite tremendous business momentum Alphabet still trades at around 18x earnings a highly discounted valuation for a business of its quality and growth prospects. As the company executes on its AI potential and margin expansion opportunity to drive rapid earnings growth we expect its share price will increase to better reflect its strong underlying business fundamentals."" @themattharbaugh on X 2025-06-03 12:06:31 UTC 2878 followers, 124.4K engagements
"Dev Kantesaria on how AI will affect $FICO $SPGI $MCO "As it relates to displacement of things like FICO consumer credit scores Moody's ratings S&P ratings- they're toll collectors. they're stamps of approval."" @themattharbaugh on X 2025-07-08 12:06:25 UTC 2881 followers, 14.1K engagements
"Lots of wisdom in Ted Weschlers final letter to Peninsula Capital investors before starting at Berkshire Hathaway" @themattharbaugh on X 2025-07-14 23:02:21 UTC 2881 followers, 1354 engagements
"4. Evolution Gaming $EVO $EVVTY ROIC: XXXX% Evolution develops produces markets and licenses live casino games and services to online gaming operators They are a leading provider in the rapidly growing online gambling industry" @themattharbaugh on X 2025-07-01 12:06:29 UTC 2871 followers, XXX engagements
"4 reasons why Dev Kantesaria invested in $ASML X. ASMLs value prop: "lithography machines that perform with fidelity and precision and with no defects and waste" X. Its hard to replicate ASMLs technology: ASML is XX years ahead of any competitor. X. New semi supercycle: Entering a new semiconductor supercycle driven by AI and we expect ASML to be a direct beneficiary of that. X. ASML is cheap: This is our cheapest name trading at close to a XXX% free-cash-flow yield we expect free cash flow to increase at a high-teens to low-20% annual rate over the next decade we consider the valuation and" @themattharbaugh on X 2025-07-15 12:06:23 UTC 2881 followers, 2497 engagements
"Giverny Capital Top XX Holdings as of Q1 2025 $CSU $GOOGL $GOOG $META $ANET $PGR $SCHW $HEI $KNSL $BRKB $MEDP" @themattharbaugh on X 2025-04-29 18:00:24 UTC 2877 followers, 14.6K engagements
"Conestoga Top XX Holdings as of Q1 $ROL $HEI $VRSK $WCN $CPRT $TYL $FTNT $ROP $CSGP $IT Do you own any of these" @themattharbaugh on X 2025-05-19 16:32:24 UTC 2881 followers, 4662 engagements
"Counterpoint Global on AI tailwinds "Our analysis of AI beneficiaries highlights potential margin capture that consensus estimates have yet to fully consider." $ASML $ITRI $WCN $AXON $UNP $ECL $AUR $SYM $CTAS $SHAK" @themattharbaugh on X 2025-07-03 17:36:24 UTC 2881 followers, 4151 engagements
"Nick Sleep on how the market underestimates compounding machines like $WMT "The market struggled to appreciate the magnitude of the business' success."" @themattharbaugh on X 2025-07-11 00:06:25 UTC 2882 followers, 3580 engagements
"Ken Burke on investing in $UBER in Q2 2025 "Autonomous driving creates both an overhang of uncertainty and a potential opportunity for Uber. I think that when we look back at how this market develops in the years to come this will prove to be an opportunity."" @themattharbaugh on X 2025-07-14 16:32:20 UTC 2881 followers, 4401 engagements
"If you liked this you will love my newsletter I share ideas on quality-focused investing for long-term investors Subscribe for investment write-ups portfolio updates and investment wisdom from the greats" @themattharbaugh on X 2025-07-14 13:31:00 UTC 2882 followers, XXX engagements
"Bill Ackman on $BN valuation "Considering the composition of BNs future cash flows and using a weighted-average multiple we anticipate Brookfield should generate 25%-plus compounded returns for shareholders assuming conservative assumptions on an exit-multiple for the business."" @themattharbaugh on X 2025-07-14 11:02:25 UTC 2881 followers, 12.7K engagements
"The better the management team the more you trust their M&A decisions A great manager can improve the quality of the business That's why one should invest alongside great capital allocators who think long-term $CSU" @themattharbaugh on X 2025-07-15 13:38:05 UTC 2881 followers, 2511 engagements
"June Portfolio Update Added: $MSCI $ADBE $EVVTY +3% in June +11.25% YTD +26.79% 1Y Top X Holdings (70% of portfolio): X. $META X. $PAYC X. $FTNT X. $EVVTY X. $GOOGL" @themattharbaugh on X 2025-07-01 17:36:20 UTC 2882 followers, 3856 engagements
"5. Paycom Software $PAYC ROIC: XXXX% Paycom is a cloud-based HCM provider built on a single-database software that helps businesses automate payroll time management and taxes Signature products include BETI and GONE XX% recurring revenues with XX% client retention" @themattharbaugh on X 2025-07-01 12:06:31 UTC 2871 followers, XXX engagements
"The $FICO Standard "FICO scores are the de facto standard and are cheap and ubiquitous making it difficult for others to compete. Fair Isaac has over XX% dollar-share of the market A FICO mortgage score that costs $X today could easily be $X $X $XX or even $XX in the future. -Dev Kantesaria Dev initially invested in FICO when he saw the business change its pricing strategy. Previously relying on volume growth FICO changed its pricing strategy to a royalty system earning a higher fixed fee on each FICO Score produced. This gave FICO the ability to improve pricing power and become a toll" @themattharbaugh on X 2025-07-07 11:02:29 UTC 2878 followers, XXX engagements
"@BramVGenechten I think it's a great business Haven't run a valuation on it yet but I admire their competitive advantages" @themattharbaugh on X 2025-07-15 12:09:56 UTC 2878 followers, XX engagements
"Posted a short newsletter sharing Polen Capital's thoughts on global compounders $ASML $LVMH $MC.PA $MELI $CSL Find it here" @themattharbaugh on X 2025-07-05 12:06:27 UTC 2875 followers, 1655 engagements
"Bill Nygren buys $NKE and $AMZN Increased his holdings in $ABNB $CG and $GEHC Sold $KR Trimmed $AIG $CTVA $CVS and $KVUE" @themattharbaugh on X 2025-07-09 16:32:26 UTC 2875 followers, 4616 engagements
"Concentrate your portfolio in 10-12 high-quality names "We believe holding a concentrated portfolio of high-quality businesses is the best way to outperform the market over the long run. -Dev Kantesaria The more stocks you hold the more difficult it becomes to track. Many investors hold more than XX stocks because it gives them comfort but comfort can come with a cost which is underperformance. The key is to follow Warren Buffetts punch card approach. If you had only XX businesses (punches) to invest in your life you would be very selective on the type of businesses you own and focus only on" @themattharbaugh on X 2025-07-07 11:02:28 UTC 2878 followers, XXX engagements
"Dev Kantesaria has crushed the market His fund Valley Forge Capital Management has earned XX% compounded returns since 2007 Here's how Dev Kantesraria invests in high-quality businesses to beat the market 🧵" @themattharbaugh on X 2025-07-07 11:02:23 UTC 2880 followers, 7140 engagements
"Chris Hohn on $MCO "Investors have always underestimated its value including myself."" @themattharbaugh on X 2025-07-15 17:36:23 UTC 2881 followers, XXX engagements
"Is $PRM the next $TDG Mindset Capital on $PRM "Perimeter has a monopoly on fighting fires. small advantages in pricing power have been shown to bring incredible returns to investors as Transdigm has shown us. The same may be in store in the long run for investors."" @themattharbaugh on X 2025-05-20 11:02:24 UTC 2881 followers, 14.7K engagements
"Li Lu on his investment philosophy "For the most part you don't have to do a thing other than be amused. Once in a while you will find a 'fat pitch' that is slow straight and right in the middle of your sweet spot. Then you swing hard."" @themattharbaugh on X 2025-07-13 17:36:23 UTC 2875 followers, 1796 engagements
"Terry Smith on $NVO sell-off Fundsmith has returned -XXX% YTD" @themattharbaugh on X 2025-07-08 17:36:28 UTC 2882 followers, 26.1K engagements
"Terry Smith buys $EL.PA (EssilorLuxottica) and sells out of $BFB (Brown-Forman)" @themattharbaugh on X 2025-07-01 16:36:05 UTC 2881 followers, 6208 engagements
"Lakehouse Fund top XX holdings (68% of the portfolio) as of June 2025 $MELI $AMZN $SNSNF $SE $ADYEN $KXS $GOOG $GOOGL $SCHW $HMNTY $WIX" @themattharbaugh on X 2025-06-17 17:36:31 UTC 2878 followers, 4410 engagements
"If you liked this you will love my newsletter I share ideas on quality-focused investing for long-term investors Subscribe for investment write-ups portfolio updates and investment wisdom from the greats" @themattharbaugh on X 2025-07-14 02:01:03 UTC 2875 followers, XXX engagements
"Lindsell Train on $FICO monopoly "Underpinning almost the entire US consumer credit market few businesses own such systemic IP. The FICO score is the sole measure of credit risk used in over XX% of US mortgage secruitisations."" @themattharbaugh on X 2025-07-10 12:06:28 UTC 2881 followers, 8028 engagements
"Bill Ackman on investing in $FNMA $FMCC "President Trump has publicly committed to privatizing Fannie and Freddie. we believe Fannie and Freddie common shares will be worth a large multiple of today's trading prices if this likely privatization path occurs."" @themattharbaugh on X 2025-07-09 11:06:22 UTC 2875 followers, 15.7K engagements
"@TacticzH Agree I also want to see what he did with his $FICO and $EFX position" @themattharbaugh on X 2025-07-07 16:43:30 UTC 2875 followers, XXX engagements
"Oakmark on investing in $ABNB in 1Q25 "The company benefits from a strong network effect between its guests and hosts. We believe there is a long growth runway as global travel is an attractive market and alternative accommodations have been taking share."" @themattharbaugh on X 2025-07-05 16:32:22 UTC 2875 followers, 2838 engagements
"Franois Rochon on $CSU "You're struck by the transparency the focus the humility and the authenticity. We're not being sold but are treated like partners."" @themattharbaugh on X 2025-07-10 17:36:24 UTC 2878 followers, 1380 engagements