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[@sassenbuffet](/creator/twitter/sassenbuffet)
"I miss when you could buy $GOOGL below 20x this year. Incredible XX% surge in three months for such a trillion-dollar company. Narratives shift fast driving markets"  
[X Link](https://x.com/sassenbuffet/status/1979070741921341660) [@sassenbuffet](/creator/x/sassenbuffet) 2025-10-17T06:23Z XXX followers, XXX engagements


"When EPS growth meets buybacks. Moodys (20002025) EPS: +2160% Shares: XX% Stock: +3808% Thats what happens when you grow and shrink at the same time. $MCO Thanks to @Quartr_App"  
[X Link](https://x.com/sassenbuffet/status/1979239631326421003) [@sassenbuffet](/creator/x/sassenbuffet) 2025-10-17T17:34Z XXX followers, XXX engagements


"@QualityInvest5 I agree but I argue it's more challenging for $ADBE to shift the narrative and market fears compared to $GOOGL. I hesitate to open a position here due to opportunity cost you can face as the market continues to lower your valuation"  
[X Link](https://x.com/sassenbuffet/status/1979257669253812381) [@sassenbuffet](/creator/x/sassenbuffet) 2025-10-17T18:46Z XXX followers, XXX engagements


"Europes major military companies are basically soaring. Industrial firms that can benefit directly or indirectly are also taking off $RHM.DE Rheinmetall +14% $LDO.MI Leonardo +15% $HO.PA Thales +15% $AM.PA Dassault +17% $IDR.MC Indra +12% $KOG.OL Kongsberg Gruppen +15% $RR.L Roll Royce +7% $BA.L BAE Systems +14%"  
[X Link](https://x.com/sassenbuffet/status/1896566738613068289) [@sassenbuffet](/creator/x/sassenbuffet) 2025-03-03T14:22Z XXX followers, 1249 engagements


"Do you think pest services are going to be affected by tariffs 🧐 $RTO $RTO.L"  
[X Link](https://x.com/sassenbuffet/status/1909233480602386595) [@sassenbuffet](/creator/x/sassenbuffet) 2025-04-07T13:15Z XXX followers, XXX engagements


"I've returned to investing in this company and was accumulating shares during the recent dip. They released a positive trading update and I believe it's unlikely to lose money on this investment over the next 2-3 years $RTO $RTO.L"  
[X Link](https://x.com/sassenbuffet/status/1912914857021554890) [@sassenbuffet](/creator/x/sassenbuffet) 2025-04-17T17:03Z XXX followers, XXX engagements


"You understand why $MELI was the 29th top company with the most OpenAI consumed tokens"  
[X Link](https://x.com/sassenbuffet/status/1978935977205727454) [@sassenbuffet](/creator/x/sassenbuffet) 2025-10-16T21:27Z XXX followers, XXX engagements


"HSBC Latest Research Note on $MELI Target Price: $2600 📈 (+26.9% from current price) Rating: BUY (Maintained) Bull Case 🐂 - Q3 headwinds already priced into stock. - Strong long-term outlook due to MELI's ecosystem "flywheel effect." - Fintech division offsets near-term margin pressure. Risks to Watch 📉 - Challenging macroeconomic situation in Argentina. - Increasing competition in Brazil. - Uncertainty around Generative AI adoption and impact. Bottom Line - Current price offers a good entry point for long-term investors but expect near-term volatility"  
[X Link](https://x.com/sassenbuffet/status/1979133353103065111) [@sassenbuffet](/creator/x/sassenbuffet) 2025-10-17T10:32Z XXX followers, XXX engagements


"My concise analysis of $MELI"  
[X Link](https://x.com/sassenbuffet/status/1979135697308057726) [@sassenbuffet](/creator/x/sassenbuffet) 2025-10-17T10:41Z XXX followers, XXX engagements


"Here's my watchlist for upcoming reports next week: 🗓 Tuesday October XX - $DHR Danaher - $EFX Equifax - $BMI Badger Meter - $NFLX Netflix 🗓 Wednesday October XX - $RMS.PA Herms International - $MCO Moody's - $APH Amphenol - $SAP SAP - $TSLA Tesla 🗓 Thursday October XX - $EVO.ST Evolution - $ATCO.ST Atlas Copco Group - $TSCO Tractor Supply Co. - $DECK Deckers Outdoor - $INTC Intel"  
[X Link](https://x.com/sassenbuffet/status/1979229704356856016) [@sassenbuffet](/creator/x/sassenbuffet) 2025-10-17T16:55Z XXX followers, XXX engagements


"@TheEUInvestor Sometimes it's better to do nothing and hold your investments. $SHOP may seem expensive (it is) but its opportunities like agentic shopping/commerce are vast. I might trim it but wouldn't sell completely or you could regret it in a few years"  
[X Link](https://x.com/sassenbuffet/status/1978941708529197479) [@sassenbuffet](/creator/x/sassenbuffet) 2025-10-16T21:50Z XXX followers, XX engagements


"$WSO: Our results reflect the early stages of a large-scale product transition from regulatory changes that went into effect January X 2025 which affects approximately XX% of Watscos sales and will ultimately convert nearly $X billion of inventory over the course of the year. The new products represent HV AC systems used in the U.S. for residential and light-commercial applications that contain refrigerants (termed A2L refrigerants) that offer considerably lower global warming properties (GWP) a measurement of environmental impact"  
[X Link](https://x.com/sassenbuffet/status/1915123607048487244) [@sassenbuffet](/creator/x/sassenbuffet) 2025-04-23T19:20Z XXX followers, 1855 engagements


"$AMZN is currently an unloved company among the Mag X but let's see what happens when AWS reaccelerates as @SemiAnalysis_ noted last month. I'll buy heavily if it drops to 200$/share or below"  
[X Link](https://x.com/sassenbuffet/status/1979196123471360047) [@sassenbuffet](/creator/x/sassenbuffet) 2025-10-17T14:41Z XXX followers, 4936 engagements


"Don't fear the recent price drop; stay patient and follow the data $MELI"  
[X Link](https://x.com/sassenbuffet/status/1979505443715088546) [@sassenbuffet](/creator/x/sassenbuffet) 2025-10-18T11:10Z XXX followers, XXX engagements


"Sometimes its as simple as finding a solid business with an exceptional leader. $DLO DLocal and Pedro Arnt: thanks for the ride this year. Lets keep compounding in the years ahead"  
[X Link](https://x.com/sassenbuffet/status/1979814881127002374) [@sassenbuffet](/creator/x/sassenbuffet) 2025-10-19T07:40Z XXX followers, XX engagements