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[@themattharbaugh](/creator/twitter/themattharbaugh)
"Polen Capital on adding to $ADBE $SBUX & $CSGP "Increases in Adobe Starbucks and CoStar Group reflect our expectation that each will see accelerating revenue and earnings growth in the coming year.""  
[X Link](https://x.com/themattharbaugh/status/1946904529036837359) [@themattharbaugh](/creator/x/themattharbaugh) 2025-07-20T12:06Z 3582 followers, 4939 engagements


"Bill Nygren on $ABNB "If we're right about the profitability this is a business that would deserve a well above market multiple. That disconnect is our opportunity.""  
[X Link](https://x.com/themattharbaugh/status/1964283048121278719) [@themattharbaugh](/creator/x/themattharbaugh) 2025-09-06T11:02Z 3582 followers, 30K engagements


"Conestoga Top XX Holdings as of Q1 $ROL $HEI $VRSK $WCN $CPRT $TYL $FTNT $ROP $CSGP $IT Do you own any of these"  
[X Link](https://x.com/themattharbaugh/status/1924503415591194802) [@themattharbaugh](/creator/x/themattharbaugh) 2025-05-19T16:32Z 3579 followers, 5024 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.""  
[X Link](https://x.com/themattharbaugh/status/1924782757705592858) [@themattharbaugh](/creator/x/themattharbaugh) 2025-05-20T11:02Z 3579 followers, 14.9K engagements


"Michael Mauboussin 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"  
[X Link](https://x.com/themattharbaugh/status/1927040151340913081) [@themattharbaugh](/creator/x/themattharbaugh) 2025-05-26T16:32Z 3580 followers, 62K engagements


"Lindsell Train top XX holdings as of May 2025 $RELX $NTDOY $LSEG $DGE $TKO $INTU $DIS $UMG $ULVR $GOOG $GOOGL"  
[X Link](https://x.com/themattharbaugh/status/1933216842065097155) [@themattharbaugh](/creator/x/themattharbaugh) 2025-06-12T17:36Z 3581 followers, 5578 engagements


"Terry Smith buys $EL.PA (EssilorLuxottica) and sells out of $BFB (Brown-Forman)"  
[X Link](https://x.com/themattharbaugh/status/1940087019884941432) [@themattharbaugh](/creator/x/themattharbaugh) 2025-07-01T16:36Z 3581 followers, 6728 engagements


"Posted a short newsletter sharing Polen Capital's thoughts on global compounders $ASML $LVMH $MC.PA $MELI $CSL Find it here"  
[X Link](https://x.com/themattharbaugh/status/1941468717335867847) [@themattharbaugh](/creator/x/themattharbaugh) 2025-07-05T12:06Z 3581 followers, 2233 engagements


"Sequoia Fund top XX holdings as of Q2 2025 $RR.L $CSU $FWONK $UMG $SCHW $ERF $GOOGL $ICE $COF $SAP"  
[X Link](https://x.com/themattharbaugh/status/1955322503015846365) [@themattharbaugh](/creator/x/themattharbaugh) 2025-08-12T17:36Z 3582 followers, 7650 engagements


"Mohnish Pabrai's Wagons Fund performance"  
[X Link](https://x.com/themattharbaugh/status/1955668796787613766) [@themattharbaugh](/creator/x/themattharbaugh) 2025-08-13T16:32Z 3581 followers, 2966 engagements


"August Factsheet Top X Holdings: X. $META X. $PAYC X. $EVVTY X. $GOOGL X. $FTNT Added to $ADBE $EVVTY $PAYC $MSCI"  
[X Link](https://x.com/themattharbaugh/status/1962554124093800868) [@themattharbaugh](/creator/x/themattharbaugh) 2025-09-01T16:32Z 3581 followers, 6215 engagements


"Akre Capital on $CSGP "The company continues to evolve as the leading technology vendor to the commercial real estate industry first in providing data software and advertising tools that are the de facto industry standards. we think it's an incredibly resilient business through real estate cycles.""  
[X Link](https://x.com/themattharbaugh/status/1965090860162298199) [@themattharbaugh](/creator/x/themattharbaugh) 2025-09-08T16:32Z 3580 followers, 4769 engagements


"Great 🧵on $LVMH"  
[X Link](https://x.com/themattharbaugh/status/1968771720694640642) [@themattharbaugh](/creator/x/themattharbaugh) 2025-09-18T20:18Z 3581 followers, 5060 engagements


"Dan Loeb on $CASY In Caseys we see a world class management team with a differentiated mousetrap and a decade of profitable growth ahead of them"  
[X Link](https://x.com/themattharbaugh/status/1968994071944294533) [@themattharbaugh](/creator/x/themattharbaugh) 2025-09-19T11:02Z 3581 followers, 2113 engagements


"Chuck Akre sold $MSCI in Q1 2011 $MSCI would return +1400% since he sold Even the best make the mistake of selling winners too early"  
[X Link](https://x.com/themattharbaugh/status/1971976215952077253) [@themattharbaugh](/creator/x/themattharbaugh) 2025-09-27T16:32Z 3581 followers, 5267 engagements


"Terry Smith's top XX holdings as of September 30th $SYK $IDXX $GOOGL $OR.PA $MSFT $V $ADP $PM $META $WAT YTD Performance: -2.2%"  
[X Link](https://x.com/themattharbaugh/status/1973362572322554345) [@themattharbaugh](/creator/x/themattharbaugh) 2025-10-01T12:21Z 3579 followers, 5814 engagements


"Mike Loeb of Argosy Investors on buying $FND "I believe that the company's margins are at a trough due to a significant number of immature stores mature stores with below-average traffic due to depressed existing home sales and an SG&A base that should be well built-out for future growth.""  
[X Link](https://x.com/themattharbaugh/status/1974067509591511226) [@themattharbaugh](/creator/x/themattharbaugh) 2025-10-03T11:02Z 3580 followers, XXX engagements


"Infuse Partners on $TMDX "Transmedics has a deep vertically integrated moat.""  
[X Link](https://x.com/themattharbaugh/status/1974891438669238636) [@themattharbaugh](/creator/x/themattharbaugh) 2025-10-05T17:36Z 3580 followers, 4498 engagements


"Mar Vista on selling $ADBE "The company's ability to translate these innovations into meaningful incremental revenue remains uncertain. With both the timing and magnitude of new AI-driven revenue streams unclear and competitive pressures increasing in Adobe's core markets we concluded that the risk-reward profile had deteriorated.""  
[X Link](https://x.com/themattharbaugh/status/1975978596289180103) [@themattharbaugh](/creator/x/themattharbaugh) 2025-10-08T17:36Z 3580 followers, 3973 engagements


"Akre Focus Fund on $CSU "Long-term compounding in publicly traded equities comes with costs-unpleasant drawdowns among them. As long as we maintain conviction in our investment theses we welcome drawdowns as potential buying opportunities. We write to you today to reaffirm our conviction in Constellation Software.""  
[X Link](https://x.com/themattharbaugh/status/1976257934649598064) [@themattharbaugh](/creator/x/themattharbaugh) 2025-10-09T12:06Z 3578 followers, 2763 engagements


"Polen Capital on buying $UBER "While the threat of autonomous vehicles looms and is likely weighing on the valuation we believe that threat is many years away. we expect Uber to compound earnings at XX% p.a. over the next five years.""  
[X Link](https://x.com/themattharbaugh/status/1977692704642359793) [@themattharbaugh](/creator/x/themattharbaugh) 2025-10-13T11:07Z 3581 followers, 2677 engagements


"Polen Capital on buying $INTU "We believe there remains an excellent runway for growth. We expect Intuit to grow revenue at a mid-teens rate and earnings at a high-teens rate going forward.""  
[X Link](https://x.com/themattharbaugh/status/1977774427908530509) [@themattharbaugh](/creator/x/themattharbaugh) 2025-10-13T16:32Z 3579 followers, 1478 engagements


"Great report on $CASY If youre interested in $CASY this is a must-read"  
[X Link](https://x.com/themattharbaugh/status/1978498169156595908) [@themattharbaugh](/creator/x/themattharbaugh) 2025-10-15T16:28Z 3582 followers, 3031 engagements


"Broyhill Asset Management on $FI "We know this business well and do not believe it is worth anywhere near the 12-13x earnings the market is currently ascribing to it.""  
[X Link](https://x.com/themattharbaugh/status/1964661545473806390) [@themattharbaugh](/creator/x/themattharbaugh) 2025-09-07T12:06Z 3581 followers, 16K engagements


"Bill Nygren on $WBD "In our view this merger could generate meaningful cost synergies and create a scaled competitor with a deep and unmatched content library. and believe its long-term prospects remain attractive.""  
[X Link](https://x.com/themattharbaugh/status/1976687260469707014) [@themattharbaugh](/creator/x/themattharbaugh) 2025-10-10T16:32Z 3582 followers, 3907 engagements


"Polen Capital buys $NVDA $AVGO $BSX $INTU $SNPS & $UBER Sold $IT and $TMO Added to $SBUX $NOW $CSGP $ADBE Trimmed $NFLX $GOOGL $V $WDAY $AMZN $ABNB $ABT $SHOP & $ORCL"  
[X Link](https://x.com/themattharbaugh/status/1976970031993860433) [@themattharbaugh](/creator/x/themattharbaugh) 2025-10-11T11:16Z 3582 followers, 3589 engagements


"Polen Capital on $NVDA & $AVGO "We anticipate that both companies will be able to generate earnings growth at XX% per annum over the next 3-5 years and that their P/E multiples in mid-to-high thirties were fair valuations for the level of expected future earnings growth.""  
[X Link](https://x.com/themattharbaugh/status/1977328999077478909) [@themattharbaugh](/creator/x/themattharbaugh) 2025-10-12T11:02Z 3582 followers, 3140 engagements


"Vulcan Value Partners on buying $FI "Fiserv's products have high switching costs which aids in customer retention and increases the stickiness of their revenue. The company is using its free cash flow to repurchase its discounted shares which increases our value per share growth. We are pleased to be able to own this wonderful business with a substantial margin of safety once again.""  
[X Link](https://x.com/themattharbaugh/status/1979157457881440319) [@themattharbaugh](/creator/x/themattharbaugh) 2025-10-17T12:08Z 3582 followers, 2532 engagements


"Parnassus buys & sells for 3Q25 Bought: $SARO & $PODD Sold: $DE & $INTU"  
[X Link](https://x.com/themattharbaugh/status/1979240083577254162) [@themattharbaugh](/creator/x/themattharbaugh) 2025-10-17T17:36Z 3582 followers, 1093 engagements


"Vulcan Value Partners on $CRM "We believe the company is poised for sustained growth and will actually benefit from AI. Salesforce is deeply entrenched within its customer base has high retention high recurring revenue and is a very scalable business with high margin potential.""  
[X Link](https://x.com/themattharbaugh/status/1979503311456710767) [@themattharbaugh](/creator/x/themattharbaugh) 2025-10-18T11:02Z 3582 followers, 3335 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"  
[X Link](https://x.com/themattharbaugh/status/1979774679314313715) [@themattharbaugh](/creator/x/themattharbaugh) 2025-10-19T05:00Z 3582 followers, XXX engagements