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[@TheXCPA](/creator/twitter/TheXCPA)
"Added XXX shares of $CWAN today. Brings my total up to 3000 shares at $XXXXX cb Im a customer of theirs. I go to conferences that they attendeven awesome parties. They are dominating investment tech"  
[X Link](https://x.com/TheXCPA/status/1975370365544333798) [@TheXCPA](/creator/x/TheXCPA) 2025-10-07T01:19Z XX followers, XXX engagements


"$BKKT has been relentless. Thank you @mikealfred"  
[X Link](https://x.com/TheXCPA/status/1975558114658427157) [@TheXCPA](/creator/x/TheXCPA) 2025-10-07T13:45Z XX followers, XXX engagements


"@TBinkowski44570 I actually like $CWAN long term because of their dominance in inv tech and sticky client base. not blind to valuation risk either. My targets around mid 20s assuming XX% revenue growth and a 30x FCF multiple. Anything north of $XX starts to looked too pricey"  
[X Link](https://x.com/TheXCPA/status/1976461527537586477) [@TheXCPA](/creator/x/TheXCPA) 2025-10-10T01:35Z XX followers, XXX engagements


"@TBinkowski44570 I would be happy if $CWAN is around $XX in October 2026"  
[X Link](https://x.com/TheXCPA/status/1976462053381636160) [@TheXCPA](/creator/x/TheXCPA) 2025-10-10T01:37Z XX followers, XXX engagements


"Started a watchlist position in $WSO today. Looking to add if it gets closer to $XXX. Watsco has a history of acquiring regional distributors and integrating them adding locations and sales baseand theyre targeting higher gross margins. Compounder"  
[X Link](https://x.com/TheXCPA/status/1979202774987358432) [@TheXCPA](/creator/x/TheXCPA) 2025-10-17T15:08Z XX followers, XX engagements


"@SayNoToTrading Right. I got that as well. Did ask ChatGPT what stocks Lynch would buy for what its worth. $CPRT came up. Also $SBUX as a turnaround"  
[X Link](https://x.com/TheXCPA/status/1975966022537707611) [@TheXCPA](/creator/x/TheXCPA) 2025-10-08T16:46Z XX followers, XXX engagements


"$PGR combined ratio for September is over XXX% Yikes. Lets hope thats not a trend"  
[X Link](https://x.com/TheXCPA/status/1978456987215032350) [@TheXCPA](/creator/x/TheXCPA) 2025-10-15T13:44Z XX followers, XXX engagements


"Can $PGR get to $XXX a share Ill be a buyer if it does"  
[X Link](https://x.com/TheXCPA/status/1979540371563798548) [@TheXCPA](/creator/x/TheXCPA) 2025-10-18T13:29Z XX followers, XX engagements


"Lots of options expired yesterday. I was assigned $AMZN at $XXX. Had some underwater calls on $BKKT called away. Others were $LULU $BROS $DUOL $GRND $TREX"  
[X Link](https://x.com/TheXCPA/status/1979547549024284984) [@TheXCPA](/creator/x/TheXCPA) 2025-10-18T13:58Z XX 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.]

@TheXCPA "Added XXX shares of $CWAN today. Brings my total up to 3000 shares at $XXXXX cb Im a customer of theirs. I go to conferences that they attendeven awesome parties. They are dominating investment tech"
X Link @TheXCPA 2025-10-07T01:19Z XX followers, XXX engagements

"$BKKT has been relentless. Thank you @mikealfred"
X Link @TheXCPA 2025-10-07T13:45Z XX followers, XXX engagements

"@TBinkowski44570 I actually like $CWAN long term because of their dominance in inv tech and sticky client base. not blind to valuation risk either. My targets around mid 20s assuming XX% revenue growth and a 30x FCF multiple. Anything north of $XX starts to looked too pricey"
X Link @TheXCPA 2025-10-10T01:35Z XX followers, XXX engagements

"@TBinkowski44570 I would be happy if $CWAN is around $XX in October 2026"
X Link @TheXCPA 2025-10-10T01:37Z XX followers, XXX engagements

"Started a watchlist position in $WSO today. Looking to add if it gets closer to $XXX. Watsco has a history of acquiring regional distributors and integrating them adding locations and sales baseand theyre targeting higher gross margins. Compounder"
X Link @TheXCPA 2025-10-17T15:08Z XX followers, XX engagements

"@SayNoToTrading Right. I got that as well. Did ask ChatGPT what stocks Lynch would buy for what its worth. $CPRT came up. Also $SBUX as a turnaround"
X Link @TheXCPA 2025-10-08T16:46Z XX followers, XXX engagements

"$PGR combined ratio for September is over XXX% Yikes. Lets hope thats not a trend"
X Link @TheXCPA 2025-10-15T13:44Z XX followers, XXX engagements

"Can $PGR get to $XXX a share Ill be a buyer if it does"
X Link @TheXCPA 2025-10-18T13:29Z XX followers, XX engagements

"Lots of options expired yesterday. I was assigned $AMZN at $XXX. Had some underwater calls on $BKKT called away. Others were $LULU $BROS $DUOL $GRND $TREX"
X Link @TheXCPA 2025-10-18T13:58Z XX followers, XXX engagements

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/creator/twitter::1799571416930512896/posts