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[@Mindset4Money_X](/creator/twitter/Mindset4Money_X)
"6/ $ELF ELF has been making an aggressive push into skincare which has become its largest growth engine. Their products are cheaper than competitors and they can bring new items to market faster. This strategy has a good chance of paying off"  
[X Link](https://x.com/Mindset4Money_X/status/1957843502198321480) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-08-19T16:34Z 22.3K followers, 9249 engagements


"$UBER L12M Rev. growth: XX% Gross Margin: XX% Operating margin: XX% Est XX Rev. growth: XX% $GRAB L12M Rev. growth: XX% Gross Margin: XX% Op. margin: -X% Est XX Rev. growth: XX% What am I missing Why are folks paying 2x the price for $GRAB Is it bc of financial services"  
[X Link](https://x.com/Mindset4Money_X/status/1970142686548987963) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-22T15:06Z 22.3K followers, 59.3K engagements


"ITS UPTOBER So lets not waste time Here are XX businesses worth researching at GREAT valuations: 1/ $AMZN 5YR EPS CAGR: XXXX% X YR Rev CAGR: XXXX% 2Yr FWD EPS CAGR: 17.3%"  
[X Link](https://x.com/Mindset4Money_X/status/1973400732297556172) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-01T14:52Z 22.3K followers, 57.4K engagements


"2/ $CSU.TO / $CSU 5YR EPS CAGR: XXXX% X YR Rev CAGR: XXXX% 2Yr FWD EPS CAGR: 20.4%"  
[X Link](https://x.com/Mindset4Money_X/status/1973400734675689905) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-01T14:52Z 22.3K followers, 6736 engagements


"@longoption Constellation Software Would've said Root but you've already gone down that rabbit hole :)"  
[X Link](https://x.com/Mindset4Money_X/status/1973729856488927319) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-02T12:40Z 22.3K followers, XXX engagements


"Cashflows have gone no where over X years. but hey it costs XX% more $AAPL"  
[X Link](https://x.com/Mindset4Money_X/status/1974555315220987977) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-04T19:20Z 22.3K followers, 30.8K engagements


"Based on future operating cash flows Amazon is the cheapest business of the Mag X. Do you think it deserves to be $AMZN"  
[X Link](https://x.com/Mindset4Money_X/status/1976358334962794909) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-09T18:45Z 22.3K followers, 15.7K engagements


"How rare is Zetas performance Out of more than XXX public tech companies only X have grown revenue over XX% and expanded free cash flow margins every single year since 2021. $ZETA is one of them. Theyre investing aggressively in growth without sacrificing financial discipline. Theyre proving they can scale in a healthy way"  
[X Link](https://x.com/Mindset4Money_X/status/1976650403690266744) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-10T14:05Z 22.3K followers, 2945 engagements


"Reminder: Dont use leverage"  
[X Link](https://x.com/Mindset4Money_X/status/1977016628597735819) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-11T14:21Z 22.3K followers, 225.6K engagements


"When in doubt zoom out"  
[X Link](https://x.com/Mindset4Money_X/status/1977092484615618930) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-11T19:22Z 22.3K followers, 11.8K engagements


"Was there a $DLO & OpenAI partnership that I missed"  
[X Link](https://x.com/Mindset4Money_X/status/1978453615380414813) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-15T13:31Z 22.3K followers, 5715 engagements


"$HIMS just launched its new Menopause and Premenopause specialty lines. Management is projecting $1B in Hers revenue by 2026. Hers currently has over half a million subscribers out of the companys 2.4M total so this expansion looks pretty bullish"  
[X Link](https://x.com/Mindset4Money_X/status/1978456324150075706) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-15T13:42Z 22.3K followers, 4146 engagements


"Imagine leaving this company out of the party lol"  
[X Link](https://x.com/Mindset4Money_X/status/1978523845691609539) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-15T18:10Z 22.3K followers, 5968 engagements


"@operationmilly I want low $200s Even nerdier bezos"  
[X Link](https://x.com/Mindset4Money_X/status/1978526935182389361) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-15T18:22Z 22.3K followers, XXX engagements


"@KabraxFX @NetWorthNotes @TradeSignalHQ $ROOT goat"  
[X Link](https://x.com/Mindset4Money_X/status/1978848594770710741) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-16T15:40Z 22.3K followers, XXX engagements


"A lesson Ive learned the hard way If the market looks unattractive it probably is. Dont chase the bull case of companies. Its not just about generating positive returns its also about protecting your capital. Be patient there will always be opportunities"  
[X Link](https://x.com/Mindset4Money_X/status/1978098709389799482) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-14T14:00Z 22.4K followers, 39.1K engagements


"That being said these are my favorite small cap opportunities today: $ROOT $ZETA $DAVE $GAMB All at great valuations"  
[X Link](https://x.com/Mindset4Money_X/status/1978190787121643890) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-14T20:06Z 22.4K followers, 32.5K engagements


"@SoJustFollowMe Thats an interesting chart"  
[X Link](https://x.com/Mindset4Money_X/status/1979554124120342655) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-18T14:24Z 22.4K followers, XXX engagements


"Although the market does feel expensive There are still QUALITY growers (+10% rev CAGR) trading UNDER 20x future operating cash flows. Here are XX of them: 1/ Amazon - $AMZN Growth in e-commerce is maturing and AWS faces higher competition in 2025. But its ecosystem continues to expand. AWS Prime Ads and logistics are continuously becoming more efficient. 2Y FWD Rev CAGR: 10.6%"  
[X Link](https://x.com/Mindset4Money_X/status/1979647644877386229) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-18T20:35Z 22.4K followers, 46.2K engagements


"Do you own any of these names Please like and follow if you enjoyed :) If you want to make charts like me try Fiscal for FREE using the link below:"  
[X Link](https://x.com/Mindset4Money_X/status/1979647676850503764) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-18T20:36Z 22.4K followers, 4903 engagements


"If I had to build a $100K portfolio today heres how Id allocate it: $25K $AMZN $25K $GOOG $15K $BN $15K $NVO $10K $AMD $5K $UBER $5K $HIMS All based on todays prices. What would you change What would you add"  
[X Link](https://x.com/Mindset4Money_X/status/1927113264808304668) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-05-26T21:23Z 22.4K followers, 101K engagements


"8 Industries that have a GREAT DECADE ahead of them (and the best companies to ride the wave): AI Infrastructure $AVGO Broadcom $AMD Advanced Micro Devices $TSM Taiwan Semiconductor $NBIS Nebius $NVDA NVIDIA $ASML ASML Healthcare Tech $HIMS Hims & Hers Health $NVO Novo Nordisk $TMDX Transmedics Group $TEM Tempus AI $ISRG Intuitive Surgical Cybersecurity $NET Cloudflare $PANW Palo Alto Networks $CRWD CrowdStrike $ZS Zscaler $FTNT Fortinet Space Economy $RKLB Rocket Lab $ASTS AST SpaceMobile Advanced Manufacturing $ROK Rockwell Automation $ABB ABB Ltd. $TSLA Tesla Financial Infrastructure"  
[X Link](https://x.com/Mindset4Money_X/status/1931054224286298406) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-06-06T18:22Z 22.4K followers, 77.8K engagements


"5/ $DOCN DigitalOcean DigitalOcean is the underdog of the cloud world serving startups and developers who want to avoid the complexity of AWS. It stands out for its simplicity transparency and tight-knit user community. The company is adding new dev tools and focusing on AI-native companies while gradually increasing revenue per customer without losing its core appeal"  
[X Link](https://x.com/Mindset4Money_X/status/1932900290715660549) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-06-11T20:38Z 22.3K followers, 4329 engagements


"Here are XX companies expected to grow revenues at a 20%+ YOY over the next X years and still trading under 8x sales: $CDLR Cadeler: XX% $SMCI Super Micro: XX% $HIMS Hims & Hers: XX% $MU Micron: XX% $LMND Lemonade: XX% $MELI MercadoLibre: XX% $DLO DLocal: XX% $CVNA Carvana: XX% $DKNG DraftKings: XX% $ONON On Holding: XX% $DAVE Dave Inc: XX% $BROS Dutch Bros: XX% $SE Sea Ltd: XX% $ELF e.l.f. Beauty: XX% $SOFI SoFi: XX% $GAMB XX% $RIVN Rivian: XX% $TOST Toast: XX% $AMD AMD: XX% $ZETA Zeta Global: XX% Do you own any of these names"  
[X Link](https://x.com/Mindset4Money_X/status/1939035790937342071) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-06-28T18:58Z 22.3K followers, 55.5K engagements


"2/ $TOST Toast Toast offers a vertically integrated platform for restaurants bundling hardware POS software and payment processing into a single ecosystem. This creates high switching costs and gives Toast room to grow by upselling new high margin software over time. I'm interested in this one"  
[X Link](https://x.com/Mindset4Money_X/status/1942652865798979630) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-07-08T18:31Z 22.3K followers, 24.3K engagements


"3/ $DLO DLocal Limited DLocal is a key payment infrastructure provider for emerging markets enabling global merchants to accept hundreds of local payment methods through a single API. They deal with massive vendors who want to access untapped geography. Its growth is tied to rising ecommerce in developing countries. TPV continues to climb though its take rate is gradually declining"  
[X Link](https://x.com/Mindset4Money_X/status/1942652869456560627) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-07-08T18:31Z 22.3K followers, 23.3K engagements


"10 baggers aren't sitting at a $500B market cap they are sitting under $5B with a growth plan still being actively executed. These companies bring something different to industries begging for innovation. Here are some of the most interesting businesses today under a $5B market cap: 1/ $ZETA If you want to invest in a first mover of a space $ZETA is the company. They built their AI tech stack marketing platform X years ago. While other competitors are currently piecing together their own platforms $ZETA is pitching a platform that is mature and tuned out. They will grow by landing large"  
[X Link](https://x.com/Mindset4Money_X/status/1953548250734023106) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-08-07T20:06Z 22.4K followers, 562.6K engagements


"8/ $PGY Pagaya is another lender but their focus is on lending to institutions (like SoFi Ally Financial etc.). They use their AI underwriting tool to help decide on loan approvals. This company is in very early stages (I'm interested). They plan on growing through their network of lending partners and increasing volume of applications processed"  
[X Link](https://x.com/Mindset4Money_X/status/1953548277552754945) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-08-07T20:06Z 22.4K followers, 28K engagements


"This growth trades at 5x 2025 guided EBITDA. $GAMB"  
[X Link](https://x.com/Mindset4Money_X/status/1957152190218322162) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-08-17T18:46Z 22.3K followers, 9971 engagements


"5/ $LYFT The fact that Lyft has grown let alone survived in such a competitive market speaks to managements competence. They arent profitable yet but theyre getting closer. The challenge has been innovation. Lyft often lags behind consumer preferences which kept them from demanding better pricing compared to Uber"  
[X Link](https://x.com/Mindset4Money_X/status/1957843497928781979) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-08-19T16:33Z 22.3K followers, 9190 engagements


"I only added to X holdings this week: $DLO $ROOT What did you buy"  
[X Link](https://x.com/Mindset4Money_X/status/1966598240318402743) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-12T20:22Z 22.4K followers, 18.9K engagements


"The market values this earnings growth at 19x btw. Brookfield management expect distributable earnings to reach $11B by 2030. Brookfield is trading at less than 10x that 2030 figure. $BN"  
[X Link](https://x.com/Mindset4Money_X/status/1968298268905156682) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-17T12:57Z 22.4K followers, 5589 engagements


"If you put $10K into Brookfield $BN in 2005 heres how it grew: 3y: $16.9K 6y: $28.4K 9y: $47.9K 12y: $80.6K 15y: $135.9K 18y: $229K 20y: $322K Sometimes its that easy and the show isnt over. Management projects +15% CAGR over the next X years"  
[X Link](https://x.com/Mindset4Money_X/status/1969031165320290780) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-19T13:29Z 22.4K followers, 4249 engagements


"Generational buying opportunity $CSU $CSU.TO"  
[X Link](https://x.com/Mindset4Money_X/status/1971667584723620035) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-26T20:05Z 22.4K followers, 35.6K engagements


"Lets just take a moment to appreciate Mark fucking Leonard 112x in FCF over 20yrs Behemoth business $CSU $CSU.TO"  
[X Link](https://x.com/Mindset4Money_X/status/1971920479578730861) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-27T12:50Z 22.3K followers, 21.3K engagements


"The more I look into $CSU.TO the more obvious this investment is: - Specialty software offerings ( Strong recurring nature) - Completely decentralized - Employees and shareholders aligned - Long standing history of +20% ROCE - growth w/o dilution The company was engineered to persevere through times like this (Marks resignation AI concerns). 19x FCF and 37x annualized FCFA2S $CSU $CSU.TO"  
[X Link](https://x.com/Mindset4Money_X/status/1972407140502450336) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-28T21:04Z 22.4K followers, 19.2K engagements


"Beaten down companies with objectively great fundamentals: $ROOT $FOUR $NVO $CSU.TO $ADBE Does this portfolio outperform the market next 5yrs (pretend allocation %'s are equal)"  
[X Link](https://x.com/Mindset4Money_X/status/1972421023615340763) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-28T21:59Z 22.4K followers, 15.5K engagements


"Sorry no real tweets today. Too busy studying $CSU.TO 😂 When a company like this dips you need to fully evaluate the opportunity. Out of all the AI wont kill software theses out there Constellation appears to be the strongest"  
[X Link](https://x.com/Mindset4Money_X/status/1972825623740719556) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-30T00:47Z 22.4K followers, 12.9K engagements


"Several positive headlines for $NVO lately. Theres still a huge disconnect between their cash flow growth and how the market is valuing the company. Even in a worst case theyre set to grow over the next XX months yet the stock trades like its dying. I added here"  
[X Link](https://x.com/Mindset4Money_X/status/1973043075124797478) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-30T15:11Z 22.3K followers, 15K engagements


"Topline revenue and free cash flow growth at Constellation have outpaced its market cap since the end of 2021 by a significant margin. This feels like a rare and opportunistic entry point. $CSU.TO $CSU"  
[X Link](https://x.com/Mindset4Money_X/status/1973068759381291298) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-30T16:53Z 22.4K followers, 12.9K engagements


"What does Constellation Software do $CSU.TO acquires and holds over 1000 small - mid sized vertical market software (VMS) businesses. These softwares are highly specialized mission critical solutions designed for specific industries. Because of their specialization these products have strong pricing power and are extremely sticky. Their strategy is to buy niche VMS providers at disciplined valuations then leverage their expertise and data to improve cash flow and operational efficiency. The business & its purpose are explained succinctly but well by Mark Leonard below:"  
[X Link](https://x.com/Mindset4Money_X/status/1973101162908819567) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-30T19:02Z 22.4K followers, 2162 engagements


"How is $CSU.TO structured Constellations core management style is decentralization. Acquired businesses operate autonomously with head office acting as a coach and mentor rather than a micromanager. This decentralized approach extends to capital allocation as well. Most investment decisions are made and approved within the operating groups not by head office. The board only intervenes for major acquisitions. This reflects Marks belief in small teams entrepreneurship and his strong dislike for authoritarian control. Bit of an outdated org structure below but you get the point"  
[X Link](https://x.com/Mindset4Money_X/status/1973101165421404585) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-30T19:02Z 22.3K followers, 1974 engagements


"Why will $CSU.TO continue to succeed Constellation's continued success is driven by two key principles: a disciplined investment approach and a rich data set. First they operate with an unbending commitment to value investor principles. This means they enforce strict hurdle rates for acquisitions without exception. Their belief is that lowering the standard for just one deal weakens the entire group. This discipline ensures that every single acquisition adds value and protects their returns. Second with over a thousand subsidiaries Constellation has built an unparalleled data set. This scale"  
[X Link](https://x.com/Mindset4Money_X/status/1973101168554336685) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-30T19:02Z 22.4K followers, 1805 engagements


"Perfect alignment: shareholders and Employees One aspect of $CSU.TO I love is its compensation structure for executives. They are often low base salary's with annual cash bonus based on incentives. A critical element of the compensation structure is that XX% of the after tax bonus is required to be used to purchase back constellation software shares and be held for multiple years before redemption. These incentivized cash bonuses are often structured around KPI's like returns on capital and revenue growth. We can all agree this is the ideal compensation structure to optimize employee"  
[X Link](https://x.com/Mindset4Money_X/status/1973101170613682565) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-30T19:02Z 22.4K followers, 1613 engagements


"The AI worry $CSU.TO owns more than just basic software. Their businesses are highly specialized requiring expertise in a customer's specific industry. The software is deeply integrated customized and requires training. The markets for these products are small which makes them less attractive for disruption. Instead of seeing AI as a threat Constellation views it as an opportunity. Because they already have customer relationships and integrated software they can use AI to improve their platforms and offer upgrades. With over 1000 subsidiaries Constellation is rich in the data needed for AI"  
[X Link](https://x.com/Mindset4Money_X/status/1973101172668981584) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-30T19:02Z 22.4K followers, 2454 engagements


"Mark Leonard's resignation It's clear that Mark has been a hugely influential figure for the business as its founder and president. He structured $CSU.TO to operate with moral responsibility toward its shareholders. Mark scaled the business by incentivizing employees with cash bonuses that must be used to buy shares and he gave his business units complete autonomy ensuring no single authority could overrule decisions. He also put strict guidelines on the acquisition process to keep things on track. Mark's accomplishments stand out because he built an organization that can run on its own and"  
[X Link](https://x.com/Mindset4Money_X/status/1973101175458201602) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-30T19:02Z 22.4K followers, 1610 engagements


"Other Risks strengths: Risks: Potential Hurdle - M&A business is becoming more expensive with other copycat serial acquirers entering the space Business shift - Having to expand to adjacent industries in M&A to maintain continuous growth (Payment processing hardware) Strength: Insider buying - Strong insider buys from head executive team since the dip CC: @BourbonInsider"  
[X Link](https://x.com/Mindset4Money_X/status/1973101178394173705) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-30T19:02Z 22.4K followers, 1377 engagements


"Financial overview Revenue growth will slow from old rates but still remain in high teens. As $CSU.TO scales they will need bigger acquisitions to move the needle. EPS growth will remain strong. Even with slower revenue growth EPS is expected to chug along at +20% thanks to scale efficiencies and AI improvements. Constellation has a strong history of returns on its investments as shown below. I included ROE but it should be noted this figure is a bit misleading. The software businesses they acquire come with goodwill & intangibles which get amortized over time which reduces the value of"  
[X Link](https://x.com/Mindset4Money_X/status/1973101180910784574) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-30T19:02Z 22.3K followers, 1559 engagements


"Valuation of $CSU.TO The valuation for constellation is simple and straightforward its cheap. And this multiple is clearly a rarity. Over the past X yrs the company has traded around 30x FCF. Today it sits near the low end at 24x giving nearly XX% margin of safety on one of the safest compounders ever. Consensus estimates for 2027 FCF are $3.5B USD. If Constellation rerates to 30x while hitting these numbers the company would be worth $105B USD. Today it trades at $57B USD -implying nearly 2x upside between today and the end of 2027"  
[X Link](https://x.com/Mindset4Money_X/status/1973101184077467746) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-30T19:02Z 22.4K followers, 3086 engagements


"Right now Ive allocated X% of my portfolio to $CSU.TO and X% to $TOI Topicus Constellations European spin off. I may cover them in a separate thread. This is an ongoing learning experience. Constellation is a deeply entrenched business and I have a ton of reading material to catch up on but given what I learned it feels safe to add here. I plan to scale this position with time if the market allows. Do you think $CSU is a buy Please like and follow if you enjoyed :)"  
[X Link](https://x.com/Mindset4Money_X/status/1973101186766061792) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-30T19:02Z 22.4K followers, 3034 engagements


"Constellation Software is now X% of the portfolio. Will halt the buying for now. Lets see how the future shapes out here. As Mark Miller said yesterday Its business as usual. $CSU $CSU.TO"  
[X Link](https://x.com/Mindset4Money_X/status/1973725626214613065) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-02T12:23Z 22.4K followers, 8300 engagements


"Daniel EK casually 100x'd FCF per subscriber before stepping down lol $SPOT"  
[X Link](https://x.com/Mindset4Money_X/status/1973844084403175755) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-02T20:14Z 22.4K followers, 5092 engagements


"Oct X 2025 - PORTFOLIO UPDATE New Position: $CSU.TO $TOI.V Increased Position: $DLO $ROOT $NVO Trimmed Position: $HIMS Sold Position: NONE Another month another update. For the new additions the allocations are not yet perfect but I wanted to buy while these companies were at a discount. Constellation Software checks nearly every box for any investor. The challenge has always been valuation and when the drawdown gave me an opportunity I had to act. I would like to build a larger stake in Topicus as well and likely will but Constellations rebound potential looked stronger so I moved quickly"  
[X Link](https://x.com/Mindset4Money_X/status/1974466245903716859) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-04T13:26Z 22.4K followers, 22.6K engagements


"2/ $TTD The Trade Desk"  
[X Link](https://x.com/Mindset4Money_X/status/1974917611197763857) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-05T19:20Z 22.3K followers, 13.3K engagements


"3/ $MNDY Monday"  
[X Link](https://x.com/Mindset4Money_X/status/1974917614200844778) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-05T19:20Z 22.3K followers, 12.2K engagements


"4/ $CRM Salesforce"  
[X Link](https://x.com/Mindset4Money_X/status/1974917617531097376) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-05T19:20Z 22.3K followers, 11.9K engagements


"36x forward earnings driven mostly by multiple expansion. The selloff seems warranted. $RACE"  
[X Link](https://x.com/Mindset4Money_X/status/1976347927653253311) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-09T18:03Z 22.4K followers, 9680 engagements


"Setting a new standard for enterprise software $ZETA wants to be indispensable. Unlike others they want to be the go to platform for decision making proof and interface all within one system. This increases stickiness and encourages customers to spend more within the platform. When a customer expands from one to two or more use cases their average annual spend triples from $1.5M to $4.5M"  
[X Link](https://x.com/Mindset4Money_X/status/1976650409142894726) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-10T14:05Z 22.4K followers, 1464 engagements


"The new release: Athena $ZETA recently announced their super intelligent agent Athena. Its another tool that turns data and insights into action. Marketing managers can work directly with the agent to allocate budgets more effectively ultimately improving ROI. This tool encourages customers to utilize Zeta additional use cases which outlined by management is highly lucrative. Video Credits: @BullTradeFinder"  
[X Link](https://x.com/Mindset4Money_X/status/1976650411898544148) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-10T14:05Z 22.4K followers, 1490 engagements


"Quick review of financial measures (1/2) Revenue growth is accelerating while margins are expanding showing the business is scaling. Share based comp has been high but its trending lower as free cash flow continues to grow showing operational efficiency. They also have about 3x more current assets than debt which means they are financially healthy"  
[X Link](https://x.com/Mindset4Money_X/status/1976650414314410094) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-10T14:05Z 22.3K followers, 1228 engagements


"What is their future outlook $ZETA is guiding for $1.26B in revenue for fiscal 2025. Theyre targeting $2.1B by 2028. CEO David Steinberg mentioned that the company is currently pacing well ahead of its 2028 targets. Management is also targeting over XX% adjusted EBITDA margins and XX% free cash flow conversion by 2030"  
[X Link](https://x.com/Mindset4Money_X/status/1976650425638990217) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-10T14:06Z 22.4K followers, 1103 engagements


"Valuation and ROI $ZETA currently trades at 4x sales a lower multiple than many of its peers. The avg analyst price target since the start of September is $XXXXX representing about XX% upside from current levels. Management is projecting $340M in free cash flow by 2028. At a 35-40x multiple (similar to todays 35x) Zeta would be worth $XX to $13.6B or roughly a 3x from todays valuation. Undervalued and promising"  
[X Link](https://x.com/Mindset4Money_X/status/1976650428445004048) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-10T14:06Z 22.4K followers, 3329 engagements


"@HatedMoats "Its a store of value" -XX% in a day"  
[X Link](https://x.com/Mindset4Money_X/status/1977137841164763249) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-11T22:22Z 22.3K followers, 1058 engagements


"Pretty sweet chart. Despite the big run up this year $SOFI has still grown its customer base faster than its market cap since the end of 2021 ($11B)"  
[X Link](https://x.com/Mindset4Money_X/status/1977831908714394007) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-13T20:20Z 22.4K followers, 7755 engagements


""As of September XX 2025 ASML has acquired X million of shares under this program for a total consideration of XXX billion" That's an average price of XXX. Not bad considering the price today"  
[X Link](https://x.com/Mindset4Money_X/status/1978436476439302168) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-15T12:23Z 22.3K followers, 4419 engagements


"$ASML reaffirmed its 2030 revenue target of 44-60B and confirmed that 2026 is shaping up to be a stronger year. Considering the major reset in China the long term guidance is reassuring. ASML has historically traded around 10x sales which puts managements outlook at roughly XXX% CAGR from here. It might not sound huge but this team is known for keeping expectations low and overdelivering"  
[X Link](https://x.com/Mindset4Money_X/status/1978497524043505798) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-15T16:25Z 22.4K followers, 4892 engagements


"@TheRonnieVShow The only one left out lol"  
[X Link](https://x.com/Mindset4Money_X/status/1978522896604520916) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-15T18:06Z 22.3K followers, 3270 engagements


"@StockStormX That it does would love to scoop a few shares in the low $200s AMZN parties solo dolo"  
[X Link](https://x.com/Mindset4Money_X/status/1978523025302581525) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-15T18:07Z 22.3K followers, 2564 engagements


"@SoJustFollowMe Love it Denistratos You include CSU there and we have a deal"  
[X Link](https://x.com/Mindset4Money_X/status/1978847945303744951) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-16T15:38Z 22.4K followers, XXX engagements


"@SergioCanoI Public service announcement :)"  
[X Link](https://x.com/Mindset4Money_X/status/1978859104312369555) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-16T16:22Z 22.3K followers, XXX engagements


"@FeroceResearch @Dr_Singularity Damn 👀"  
[X Link](https://x.com/Mindset4Money_X/status/1978868944145395946) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-16T17:01Z 22.4K followers, XX engagements


"@Merzy_123 King taco"  
[X Link](https://x.com/Mindset4Money_X/status/1979163354804470210) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-17T12:31Z 22.3K followers, XX engagements


"16/ $ONON On Holding AG P/S: 6x Revenue Growth: XX% Forward Revenue Growth (2 yr): XX% Operating Margin: XX% On shoes feel like youre bouncing. That CloudTec design isnt just marketing it actually performs. Runners love it. The fashion crowd caught on. Now theyre growing global expanding into apparel and building a brand with real staying power"  
[X Link](https://x.com/Mindset4Money_X/status/1947386297469047205) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-07-21T20:00Z 22.4K followers, 5264 engagements


"17/ $PAY Paymentus Holdings P/S: 3.8x Revenue Growth: XX% Forward Revenue Growth (2 yr): XX% Operating Margin: XXX% Ever paid a utility bill online You mightve used Paymentus and didnt even realize it. Theyre the infrastructure behind government healthcare telecom payments. High retention low visibility strong rails"  
[X Link](https://x.com/Mindset4Money_X/status/1947386301403303989) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-07-21T20:00Z 22.4K followers, 4666 engagements


"14/ MID - SMALL CAP: $CMG.TO For energy companies more accurate underground reservoir modeling leads to optimized multi million dollar drilling decisions. Computer Modelling Group excels at this type of reservoir modeling. As a result they benefit from extreme customer stickiness. Once a reservoir model is built using CMG's software the cost time and risk associated with migrating to another solution are prohibitive"  
[X Link](https://x.com/Mindset4Money_X/status/1950651671563911347) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-07-30T20:16Z 22.4K followers, 3972 engagements


"15/ MID - SMALL CAP: $WISE International payments were historically slow and expensive. Wise's operational solution addresses this by utilizing a proprietary payments network that bypasses the traditional banking system entirely. They achieve this by maintaining bank accounts with local currency balances in almost every country. When you send money your cash doesn't actually leave your country. Wise collects your currency in Canada and then pays out the recipient using their own local bank account in the other country. This system provides a very obvious advantage"  
[X Link](https://x.com/Mindset4Money_X/status/1950651674810572832) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-07-30T20:16Z 22.4K followers, 4595 engagements


"7/ $GAMB Ive talked about $GAMB a bit but its for good reason. They are essentially the hub to outsource gamblers to other sites. Gambling already has a huge potential TAM and Gambling Group has essentially the best IP for it. They are growing the business via M&A of other gambling businesses that have stickier streams (like fantasy) and state expansion"  
[X Link](https://x.com/Mindset4Money_X/status/1953548273312051278) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-08-07T20:06Z 22.4K followers, 28K engagements


"2/ $GAMB A misunderstood business with multiple levers for growth. They not only own arguably the best IP in gambling web addresses but also the largest sports data platform for fantasy experts. $63M in projected 2025 EBITDA with XX% of it recurring. All for a $300M market cap"  
[X Link](https://x.com/Mindset4Money_X/status/1957843485987598711) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-08-19T16:33Z 22.4K followers, 12.8K engagements


"Businesses still reasonably priced in this expensive market: $GOOG $DAVE $DLO $ZETA $ROOT $UBER $BN $NVO $ASML $FOUR $ADBE Still quite a few names"  
[X Link](https://x.com/Mindset4Money_X/status/1967384686780649710) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-15T00:27Z 22.4K followers, 12.3K engagements


"$BN is forward looking. First they announce a MASSIVE data center initiative. and now this They don't just invest into boring asset classes :)"  
[X Link](https://x.com/Mindset4Money_X/status/1968305634081944003) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-17T13:26Z 22.4K followers, 5154 engagements


"$BN hits $XX per share for the first time ever Big W for those that bought it in the first half of this year I wonder who was suggesting it 🤔"  
[X Link](https://x.com/Mindset4Money_X/status/1968316672877715703) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-17T14:10Z 22.4K followers, 5043 engagements


"The greatest compounder in Canadian history is now seeing its largest drawdown ever. without any fundamental change. I think $CSU.TO is one of the most OBVIOUS buys in the market today and I recently included it in my portfolio. Here is my Constellation deep dive 🧵"  
[X Link](https://x.com/Mindset4Money_X/status/1973101160169963805) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-09-30T19:02Z 22.4K followers, 43.9K engagements


"Talk about underappreciated growth. $MELI"  
[X Link](https://x.com/Mindset4Money_X/status/1973471665683308574) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-01T19:34Z 22.4K followers, 49.4K engagements


"Brookfield stock price follows distributable earnings. So its a good thing management expects said earnings to double by 2030. Just buy Brookfield and F off. $BN"  
[X Link](https://x.com/Mindset4Money_X/status/1974106598445625851) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-03T13:37Z 22.4K followers, 15.9K engagements


"15 companies expected to grow revenues above XX% and trade below 30x future op cashflows: Eli Lilly $LLY: XX% 29x Micron $MU: XX% 7x Welltower $WELL: XX% 30x DoorDash $DASH: XX% 29x DraftKings $DKNG: XX% 18x Celsius $CELH: XX% 23x ELF Beauty $ELF: XX% 28x Dutch Bros $BROS: XX% 21x Shift4 Payments $FOUR: XX% 7x Zeta Global $ZETA: XX% 23x Transmedics $TMDX: XX% 27x Dave Inc $DAVE: XX% 29x Grindr Inc $GRND: XX% 18x Harrow Inc $HROW: XX% 21x WhiteFiber Inc $WYFI: XXX% 26x Which is the best deal here"  
[X Link](https://x.com/Mindset4Money_X/status/1974847618342682661) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-05T14:42Z 22.4K followers, 32.6K engagements


"Here are X companies that have grown their cashflows FASTER than their valuation. And some by quite a bit. 1/ $DUOL Duolingo"  
[X Link](https://x.com/Mindset4Money_X/status/1974917608416919715) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-05T19:20Z 22.4K followers, 103.6K engagements


"Can we take a moment to appreciate the game of chess Sam Altman is playing In a single summer he reduced OpenAIs dependence on $MSFT by signing a multi-billion dollar deal with $ORCL giving OpenAI access to a second cloud partner and much more leverage on infrastructure costs. Then he locked in partnerships with both primary competitors $NVDA and $AMD not only securing GPU supply at fair prices but also ensuring both chipmakers have a vested interest in OpenAIs growth through direct collaboration and investment. He completely flipped the industry. OpenAI went from needing them to them needing"  
[X Link](https://x.com/Mindset4Money_X/status/1975231169663787137) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-06T16:06Z 22.4K followers, 167.9K engagements


"Yes $MU is cyclical but with all of these mega deals being handed out surely this multiple is still too low Keep in mind $MU is the only large scale American DRAM manufacturer"  
[X Link](https://x.com/Mindset4Money_X/status/1975568189573751102) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-07T14:25Z 22.4K followers, 8307 engagements


"Cheap stocks: $ROOT $CSU.TO $NVO $DAVE $GAMB Good price for great fundamentals: $AMZN $GOOG $BN $DLO $ZETA $UBER Yes this is basically my portfolio 😂"  
[X Link](https://x.com/Mindset4Money_X/status/1975655434079117338) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-07T20:12Z 22.4K followers, 20.5K engagements


"Analyst price target updates for $ZETA since early September: DA Davidson: upgraded to $XX Canaccord: upgraded to $XX Needham: reiterated $XX Truist: upgraded to $XX Average target of $XXXXX which is XX% upside from here BULLISH"  
[X Link](https://x.com/Mindset4Money_X/status/1976386825594994795) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-09T20:38Z 22.4K followers, 7662 engagements


"$ZETA might be the most overlooked software business in the market. Revenue is reaccelerating as ARPU has doubled to $2M since the IPO with a net revenue retention of 114%. Management expects cash flows to 3x by 2028. Heres my Zeta Global deep dive 🧵"  
[X Link](https://x.com/Mindset4Money_X/status/1976650395670692129) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-10T14:05Z 22.4K followers, 37.7K engagements


"What does Zeta do $ZETA is a global marketing technology company that helps businesses find understand and engage customers using data and AI. If youre a marketing manager youll use their Zeta Marketing Platform suite to automate and optimize your marketing efforts. They essentially make your marketing campaigns significantly more effective"  
[X Link](https://x.com/Mindset4Money_X/status/1976650398380282016) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-10T14:05Z 22.4K followers, 2192 engagements


"What is Zetas Moat Their advantage is data. AI is only as powerful as the data that fuels it. $ZETA has data on over 245M US adults and processes trillions of signals from this population. They have a deep understanding of consumer intent that competitors will struggle to match. This makes their AI smarter and more defensible which is what gives them their moat"  
[X Link](https://x.com/Mindset4Money_X/status/1976650400888484181) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-10T14:05Z 22.4K followers, 1990 engagements


"How do I feel about the Trump and China news Peter Lynch said it best: focus on quality companies that's it. If you spend XX minutes a year on economics you just wasted XX minutes. Nobody can predict the economy"  
[X Link](https://x.com/Mindset4Money_X/status/1976719269606920203) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-10T18:39Z 22.4K followers, 134.6K engagements


"Since 2020 Amazon has grown its EPS the most out of the X big hyperscalers yet its market cap has increased the least: $META: XXX% $GOOG: XXX% $MSFT: XXX% $AMZN: XXX% Something to think about"  
[X Link](https://x.com/Mindset4Money_X/status/1978265251003965870) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-15T01:02Z 22.4K followers, 32.1K engagements


"$TSMC Management: "our conviction in the AI megatrend is strengthening and we believe the demand for semiconductors will continue to be very fundamental." Still trades a FWD P/E of 24x"  
[X Link](https://x.com/Mindset4Money_X/status/1978809586619474286) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-16T13:05Z 22.4K followers, 4297 engagements


"Which unloved company is the best deal today - $AMZN @ $XXX - $ADBE @ $XXX - $MELI @ $2042 - $NVO @ $XX - $CRM @ XXX - $FOUR @ $XX - $CSU.TO @ $3925 - $UNH @ $XXX - $PYPL @ $67"  
[X Link](https://x.com/Mindset4Money_X/status/1978846691072540929) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-16T15:33Z 22.4K followers, 99.1K engagements


"Valuation charts for each: $AMZN $ADBE $MELI $NVO"  
[X Link](https://x.com/Mindset4Money_X/status/1978846945918505455) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-16T15:34Z 22.4K followers, 8016 engagements


"$CRM $FOUR $CSU"  
[X Link](https://x.com/Mindset4Money_X/status/1978847184503095334) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-16T15:35Z 22.4K followers, 6698 engagements


"🚨PSA 🚨 $REAX is a stronger real estate play than $OPEN. Yet $OPEN trades at 8x the valuation"  
[X Link](https://x.com/Mindset4Money_X/status/1978858808739766467) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-16T16:21Z 22.4K followers, 3517 engagements


"There is an easy fix to the problem $AMZN"  
[X Link](https://x.com/Mindset4Money_X/status/1978893499551359200) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-16T18:39Z 22.4K followers, 56.4K engagements


"$ROOT selloff is getting nuts They are basically the cheapest in the industry at this point. despite having so much potential"  
[X Link](https://x.com/Mindset4Money_X/status/1979183006716744136) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-17T13:49Z 22.4K followers, 48.9K engagements


"@SteveMNQ I wouldnt rely on Grok for investment decisions but thats just my personal opinion. When it comes to tech what makes ROOT stand out isnt just having it its being the best in the industry at interpreting that data and reducing risk"  
[X Link](https://x.com/Mindset4Money_X/status/1979190228096057399) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-17T14:18Z 22.4K followers, XX engagements


"Awesome week to be active in the market. so I was Added to: $ROOT $ZETA $DLO Trimmed: $HIMS what did you guys do this week"  
[X Link](https://x.com/Mindset4Money_X/status/1979276510617063505) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-17T20:01Z 22.4K followers, 11.4K engagements


"Are the risks overblown $MELI"  
[X Link](https://x.com/Mindset4Money_X/status/1979552353415004396) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-18T14:17Z 22.4K followers, 13.3K engagements


"I just finished setting up my sons first investing account What should I buy for him"  
[X Link](https://x.com/Mindset4Money_X/status/1979562363016618402) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-18T14:57Z 22.4K followers, 17.1K engagements


"My current short list is: $BN $CSU.TO $QQQ $VOO $SPY"  
[X Link](https://x.com/Mindset4Money_X/status/1979563307788095615) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-18T15:00Z 22.4K followers, 3080 engagements


"2/ Uber Technologies - $UBER Uber has continued to expand margins for years now. They have reduced downtime optimized pricing and lowered ETAs. They are the ultimate two sided network that will only continue to grow. AVs ads and continued scale should help drive further profitability. 2Y FWD Rev CAGR: 16.2%"  
[X Link](https://x.com/Mindset4Money_X/status/1979647648690036965) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-18T20:35Z 22.4K followers, 5071 engagements


"3/ Micron - $MU Micron continues to surpass expectations as demand for memory in AI servers and data centers remains strong. DRAM and NAND prices keep climbing and it only feels like the cycle is just starting. Typically competition is a large role here but with the recent national push in the US Micron is set to really benefit. 2Y FWD Rev CAGR: 24.6%"  
[X Link](https://x.com/Mindset4Money_X/status/1979647651856478538) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-18T20:35Z 22.4K followers, 5544 engagements


"4/ Vistra Corp - $VST Sam Altman has said that AI and energy are essentially the same thing. Vistra is an AI infrastructure play with great power generation exposure. They will benefit from rising electricity demand. Its integration of renewables and energy storage is also a bonus for long term upside. 2Y FWD Rev CAGR: 15.4%"  
[X Link](https://x.com/Mindset4Money_X/status/1979647654914056192) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-18T20:35Z 22.4K followers, 4837 engagements


"5/ Alphabet - $GOOG A vertically integrated compute powerhouse. The entire world runs on Google. The valuation has run up quite fiercely in the last quarter but it still meets the criteria of this list. 2Y FWD Rev CAGR: 12.2%"  
[X Link](https://x.com/Mindset4Money_X/status/1979647657674154093) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-18T20:35Z 22.4K followers, 4507 engagements


"6/ Cheniere Energy - $LNG The long term global demand for U.S. natural gas exports is growing thanks to you know who. Europe is diversifying away from Russia so strong contracts are coming in. Strong cash flows for the coming years. 2Y FWD Rev CAGR: 22%"  
[X Link](https://x.com/Mindset4Money_X/status/1979647660907733385) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-18T20:35Z 22.4K followers, 4331 engagements


"7/ Roku - $ROKU Roku faces a ton of competition but they seem to have battled well. Active accounts have grown from 9M to 90M since 2015. They are well positioned to capture connected TV ad dollars over time as more people transition to smart TVs and streaming. 2Y FWD Rev CAGR: 12.7%"  
[X Link](https://x.com/Mindset4Money_X/status/1979647663986397389) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-18T20:35Z 22.4K followers, 4305 engagements


"8/ Meta Platforms - $META Not a huge fan of the lackluster comments toward capex spend lately but theres no denying the excellence of the Meta social ecosystem. They adapt and dominate something not worth betting against. If you can stomach potential debt down the road this is a great investment. 2Y FWD Rev CAGR: 17.8%"  
[X Link](https://x.com/Mindset4Money_X/status/1979647667073683779) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-18T20:35Z 22.4K followers, 4151 engagements


"9/ Lyft - $LYFT Like Uber Lyft is a leaner company now thanks to scale. Demand remains strong in their competitive environment but honestly their focus on operational improvements has paid serious dividends. Partnering with Waymo recently was also huge news. 2Y FWD Rev CAGR: 12.9%"  
[X Link](https://x.com/Mindset4Money_X/status/1979647670898536868) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-18T20:35Z 22.4K followers, 4072 engagements


"@DividendDynasty Appreciate you sharing Will I agree AMZN and GOOG are at the top I would include UBER as well"  
[X Link](https://x.com/Mindset4Money_X/status/1979659779128857014) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-18T21:24Z 22.4K followers, XXX engagements


"@Contrarian_AI $BN is my preferred asset manager but I think I will do $voo as well"  
[X Link](https://x.com/Mindset4Money_X/status/1979729101985657013) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-19T01:59Z 22.4K followers, XXX engagements


"@kskunjayi I also set up an RESP"  
[X Link](https://x.com/Mindset4Money_X/status/1979738756627501356) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-19T02:37Z 22.4K followers, XXX engagements


"Mount Rushmore of terrible investment takes:"  
[X Link](https://x.com/Mindset4Money_X/status/1979882760627249520) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-19T12:10Z 22.4K followers, 32.5K engagements


"@SoJustFollowMe Crazy part is that Sam said there are plenty more deals to come"  
[X Link](https://x.com/Mindset4Money_X/status/1979888380801593387) [@Mindset4Money_X](/creator/x/Mindset4Money_X) 2025-10-19T12:32Z 22.4K followers, XXX engagements