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[@DD17_Capital](/creator/twitter/DD17_Capital)
"@QualityInvest5 He was the CEO of $SAP for quite a while. There are some really interesting interviews with him😄"  
[X Link](https://x.com/DD17_Capital/status/1980011439910736249) [@DD17_Capital](/creator/x/DD17_Capital) 2025-10-19T20:41Z XXX followers, XXX engagements


"@Johansovik1999 @ValueSense_io At $ADBE and other software companies CAPEX is often hidden within personnel or R&D expenses"  
[X Link](https://x.com/DD17_Capital/status/1979170361355682003) [@DD17_Capital](/creator/x/DD17_Capital) 2025-10-17T12:59Z XXX followers, XX engagements


"One key part of the credit rating business isnt the data but the trust in the agency and the ability to shift responsibility onto the rating. AI is forcing $SPGI and $MCO to evolve but thinking theyll lose power would be a mistake. #CreditRatings #Fintwit #investing #stocks"  
[X Link](https://x.com/DD17_Capital/status/1975912814259892314) [@DD17_Capital](/creator/x/DD17_Capital) 2025-10-08T13:15Z XXX followers, XXX engagements


"@mycreditjourney @fiscal_ai In my view $SPGI offers the stronger overall package. Its less dependent on the ratings business which makes it less cyclical and results in higher margins. That said imho $MCO is still a quality company overall"  
[X Link](https://x.com/DD17_Capital/status/1978966984122405022) [@DD17_Capital](/creator/x/DD17_Capital) 2025-10-16T23:31Z XXX followers, XXX engagements


"Added a new position to my portfolio today. A family-owned company that grows organically is highly profitable and still trades below fair value. Next up: my Deep Dive on the grid infrastructure sector and its key players coming next week. $EXC $PWR $PRYMY $NGG $PRY.MI $NEX.PA"  
[X Link](https://x.com/DD17_Capital/status/1979162263488508243) [@DD17_Capital](/creator/x/DD17_Capital) 2025-10-17T12:27Z XXX followers, XX engagements


"@fiscorainvest I think both $SPGI and $FICO are quality companies. Ive held S&P for a while and theyve evolved from a rating agency into a broad financial data provider. Planning to look into FICO soon. Have you already taken a closer look"  
[X Link](https://x.com/DD17_Capital/status/1972764871403217212) [@DD17_Capital](/creator/x/DD17_Capital) 2025-09-29T20:46Z XXX followers, XXX engagements


"@DividendDynasty I dont think anyone is referring to past or current numbers when saying $ADBE's future might look weaker. Its about the outlook considering generative AI and competitors like $FIG. That being said I remain confident and price wise its not far from a potential buy for me"  
[X Link](https://x.com/DD17_Capital/status/1979526288562962872) [@DD17_Capital](/creator/x/DD17_Capital) 2025-10-18T12:33Z XXX followers, XXX engagements


"@buccocapital The target audience of luxury companies has shifted downward over the past few years. Products from $LVMH are no longer aimed at the truly wealthy but rather at the upper middle class simply to drive more sales. So the real issue is the focus on the wrong audience"  
[X Link](https://x.com/DD17_Capital/status/1980012906155569315) [@DD17_Capital](/creator/x/DD17_Capital) 2025-10-19T20:47Z XXX followers, XXX engagements


"A few weeks ago I came across a hidden software champion and thought it was worth a Deep Dive. Well here we go: $ADSK $BSY $PCOR #Investing #TechStocks #Stocks #Growthstocks #fintwit"  
[X Link](https://x.com/DD17_Capital/status/1962509497127387451) [@DD17_Capital](/creator/x/DD17_Capital) 2025-09-01T13:35Z XXX followers, 2161 engagements


"Almost every major trend today from AI to electric vehicles and robotics depends on a stable power supply. In the coming years huge investments in transmission networks will be required and a few companies are well positioned to benefit. $PRY.MI $NEX.PA $NGG $APH"  
[X Link](https://x.com/DD17_Capital/status/1978090917362827449) [@DD17_Capital](/creator/x/DD17_Capital) 2025-10-14T13:30Z XXX followers, XXX engagements


"Im wrapping up my $PRY.MI deep dive and its clear theyve positioned themselves across nearly every stage of power transmission and distribution through smart acquisitions and expansion. If that pays off for investors you can find out next week. $NEX.PA $NGG $APH $PRYMY $NKT"  
[X Link](https://x.com/DD17_Capital/status/1979523889756586072) [@DD17_Capital](/creator/x/DD17_Capital) 2025-10-18T12:24Z XXX followers, XX engagements


"@illyquid As far as I can tell from the outside the market for analog devices in the low to mid-range segment has collapsed quite a bit. A large share was lost to Apple Huawei and others. They tried to counteract it but they never really recovered"  
[X Link](https://x.com/DD17_Capital/status/1979524629333958723) [@DD17_Capital](/creator/x/DD17_Capital) 2025-10-18T12:27Z XXX followers, XX engagements


"@gnufs Dont want to sound self promotional but I published a detailed Deep Dive on $GAW. Maybe itll be helpful to you. Its also been the largest position in my portfolio for a while"  
[X Link](https://x.com/DD17_Capital/status/1980400817527222721) [@DD17_Capital](/creator/x/DD17_Capital) 2025-10-20T22:28Z XXX followers, XX engagements